Fujikura was reportedly signed a long-term supply agreement for high-temperature superconducting wire with US-based CFS on 30 September, prompting the stock to enter a recent uptrend. Earnings showed higher revenue and profit, driven by growing demand for optical products for data centers, with the next earnings announcement scheduled for 10 November.
Fujikura was reported to have signed a long-term supply agreement for high-temperature superconducting wire with US-based CFS on 30 September, and its stock rebounded sharply around the contract announcement. The agreement covers the largest-scale material to date, and is believed to have served as a buying catalyst, coinciding with the recent uptrend.
According to the earnings information, revenue for the first quarter of the fiscal year ending March 2027 was ¥402.0 billion, operating profit was ¥104.8 billion and net profit was ¥80.4 billion, representing substantial profit growth. Revenue increased significantly year on year, driven by rapidly expanding demand for optical products for data centers.
A key point to monitor in future performance is the expectation of significantly higher full-year revenue and profit. Risk factors have also been identified, including fluctuations in profitability resulting from changes in demand and higher raw material costs.
The next earnings announcement is scheduled for 10 November 2026. Information including a summary of the earnings report has been reported, with expanding orders for data center products and stronger supply capacity cited as medium- to long-term drivers of earnings growth.