Earnings digests and industry comparisons for Japan's biggest listed companies.
6 reports
JEOL reported lower April-June fiscal 2026 revenue, operating profit and net income year on year, citing China export-control delays and semiconductor equipment order timing. It kept full-year guidance unchanged.
FY2026 Q1 (Apr-Jun 2025)
Tamron's Q2 FY2026 revenue rose 3.8% to ¥43.28 billion, but operating profit dropped 16.5% to ¥7.69 billion on weak OEM camera lens sales. Stronger industrial optics drove it to raise full-year revenue guidance to ¥93 billion, and it plans a dividend hike to ¥51 from ¥36.25.
FY2026 Q2 (Jan-Jun 2026)
Horiba’s H1 revenue rose 20.8% to 179,853 million yen and operating profit surged 39.3% to 30,488 million yen, driven by AI chip demand, prompting an upgrade to full-year forecasts and a special dividend that will lift the annual payout to 790 yen per share.
H1 FY2026 (January-June 2026)
Nikon Corp. booked a 3.8% revenue rise to ¥164.18 billion in the April-June quarter, but net profit tumbled 86.4% to ¥1.29 billion after a hefty tax benefit a year earlier unwound. The operating loss narrowed to ¥997 million from ¥1.19 billion.
FY2027 Q1 (Apr-Jun 2026)
Shimadzu Corp. posted Q1 FY2027 revenue of ¥130.6 billion, up 10.3% year-on-year, and operating profit of ¥14.3 billion, a 17.1% jump, both quarterly records. Net income surged 68.3% to ¥13.3 billion, driven by robust semiconductor-related demand and a weaker yen.
Q1 FY2027 (Apr-Jun 2026)
Konica Minolta Q1 revenue rose 2.9% to ¥258.5bn, while business contribution profit jumped 25.8% to ¥11.5bn. Operating profit fell 4.4% to ¥9.6bn due to restructuring; net income grew 6.8% to ¥7.7bn.
Q1 FY2027
