Komori
Revision of earnings forecasts7740Tamron Co.,Ltd.Electrical Equipment and Precision Instruments

Earnings Summary for the Fiscal Year Ended December 2025 [Japanese GAAP] (Consolidated)

The company reported its consolidated results for the fiscal year ending December 2025, with net sales and each profit measure below the previous fiscal year. For the fiscal year ending December 2026, it presented earnings and dividend forecasts calling for higher net sales and profits.

Worth reading
78Important
Scored from 4 of 5 sections
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
19
%(2025年12月期の親会社株主に帰属する当期純利益の前期比減少率)
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending December 2026 · Six months and full year
Net Sales—→—million
—
Operating profit—→—million
—
Ordinary income—→—million
—
Profit attributable to owners of the parent—→—million
—
Net income per share—→—yen
—

The bar length represents the relative magnitude of change, based on the item that changed the most in this document.

Reason for the revision

2025年12月期は、対米ドルでの円高、写真関連事業におけるOEMの出荷減、減収影響、物価高による原材料費・光熱費の高騰、人件費の上昇、研究開発強化による販管費増加などが影響した。2026年12月期は、新機種の市場投入数増加、FAカメラ用レンズの需要回復、カメラモジュール事業の回復、車載用レンズ・医療用レンズ事業の好調維持を見込む。

Details and amount of extraordinary loss

投資有価証券売却損414百万円

Previous-period resultsNet Sales 85,071百万円 / Operating profit 16,638百万円 / Ordinary income 16,699百万円 / Profit attributable to owners of the parent 11,761百万円 / Net income per share 72.79円
Dividend forecast revision2026年12月期予想は、第2四半期末10.50円、期末26.50円、年間37.00円。
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net SalesNot disclosed → Cumulative second-quarter results 41,400 / Full year 91,000(Cumulative second-quarter results −0.8% (year-on-year change) / Full year 7.0%(対前期増減率))
Operating profitNot disclosed → Cumulative second-quarter results 7,700 / Full year 18,500(Cumulative second-quarter results △16.3%(対前年同四半期増減率) / Full year 11.2%(対前期増減率))
Ordinary incomeNot disclosed → Cumulative second-quarter results 7,700 / Full year 18,500(Cumulative second-quarter results △16.9%(対前年同四半期増減率) / Full year 10.8% (year-on-year change))
Profit attributable to owners of the parentNot disclosed → Cumulative second-quarter results 5,700 / Full year 13,690(Cumulative second-quarter results △17.2%(対前年同四半期増減率) / Full year 16.4%(対前期増減率))
Net income per shareNot disclosed → Cumulative second-quarter results 35.35 / Full year 84.91
Fiscal Period CoveredFiscal year ending December 2026
Period CoveredSix months and full year
Previous-period resultsNet Sales 85,071百万円 / Operating profit 16,638百万円 / Ordinary income 16,699百万円 / Profit attributable to owners of the parent 11,761百万円 / Net income per share 72.79円
Reason for the revision2025年12月期は、対米ドルでの円高、写真関連事業におけるOEMの出荷減、減収影響、物価高による原材料費・光熱費の高騰、人件費の上昇、研究開発強化による販管費増加などが影響した。2026年12月期は、新機種の市場投入数増加、FAカメラ用レンズの需要回復、カメラモジュール事業の回復、車載用レンズ・医療用レンズ事業の好調維持を見込む。
Details and amount of extraordinary loss投資有価証券売却損414百万円
Dividend forecast revision2026年12月期予想は、第2四半期末10.50円、期末26.50円、年間37.00円。
Consolidated / non-consolidatedConsolidated
Items this document does not state (1)
Publication date of previous forecast

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

2025年12月期は、対米ドルでの円高、写真関連事業におけるOEM出荷減、減収影響、原材料費・光熱費の高騰、人件費の上昇、研究開発強化による販管費増加などが業績に影響しました。2026年12月期は、新機種投入、FAカメラ用レンズ需要の回復、カメラモジュール事業の回復、車載用・医療用レンズ事業の好調維持などを見込んでいます。

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Earnings Summary for the Fiscal Year Ended December 2025 [Japanese GAAP] (Consolidated) | Tamron Co.,Ltd. (7740) timely disclosure | Komori