Earnings digests and industry comparisons for Japan's biggest listed companies.
14 reports(page 1 of 2)
Disco’s FY2027 first-half revenue rose 32.1% year on year, while operating profit climbed 47.9% and net income increased 43.7%. Strong demand for advanced chips drove shipments of higher-value equipment and improved margins.
FY2027 first half (Apr-Sep 2026)
Rorze reported a strong second quarter for FY2027 ending in September 2026, with sales up 21.5% and operating profit surging 42.4%. The semiconductor equipment maker lifted its full-year outlook sharply, citing explosive demand from generative AI data centers.
Q2 FY2027 (Jul-Sep 2026)
Nomura Micro posted a 25.8% decline in revenue to ¥9.20 billion for the first quarter ended June 2026, with operating profit falling 54.4% to ¥628 million. Net profit dropped 48.4% to ¥239 million. But orders skyrocketed 783.4% to ¥38.89 billion, driven by large water treatment equipment wins, supporting an unchanged full-year forecast.
Q1 FY2027 (Apr-Jun 2026)
Lasertec posted revenue of ¥230.5 billion (down 8.3% YoY) and operating profit of ¥105.3 billion (down 14.3%) for FY2026, as prior-year order weakness weighed on sales. But new orders surged 125.7% to ¥237.5 billion, pointing to robust growth next year.
FY2026 Full Year (July 2025 - June 2026)
Shibaura reported a 7% drop in Q1 FY2027 revenue to ¥20.0 billion and a 30% operating profit decline to ¥2.85 billion, as front-end chip gear demand faltered. But orders skyrocketed 190% to a record ¥51.98 billion, fueled by an AI-driven boom in advanced packaging equipment.
Q1 FY2027 (Apr-Jun 2026)
Accretech posted Q1 FY2027 revenue of ¥36,716 million, up 18.9% year on year, with operating profit climbing 29.2% to ¥5,920 million. Net profit surged 44.5% to ¥4,667 million, driven by a doubling of semiconductor equipment orders on generative AI demand. The company raised its full-year forecasts and dividend.
Q1 FY2027 (Apr-Jun 2026)
Kioxia’s Q1 FY2027 revenue surged 415.5% to ¥1,767.1 billion as AI data center demand drove flash memory sales, pushing operating profit to ¥1,270 billion (up 28.3x) and net profit to ¥842.2 billion (up ~46x).
FY2027 Q1 (Apr-Jun 2026)
Rorze announced a significant upward revision to its full-year consolidated earnings forecast, driven by robust semiconductor demand. The company projects record net income and a dividend increase of 64.7 percent to 28 yen per share.
Disco reported first-half individual sales of 213.6 billion yen, a 32.8% year-on-year increase. The result exceeded the company's recent execution forecast of 201.1 billion yen by 106.2%, driven by strong equipment demand for generative AI.
Semiconductor tester Advantest plans to transfer roughly 111,000 shares worth approximately 37.6 billion yen to non-resident overseas employees and directors. The move aims to streamline equity incentives and retain key global talent.
Semiconductor equipment maker ULVAC has announced its intention to maintain its current investment unit of over 500,000 yen. The company will continue reviewing market conditions to foster retail investor participation and activate the market.
Advantest said on Aug. 20 it completed its ¥150 billion buyback launched under an Oct. 28, 2025 board resolution, after purchasing 405,700 shares for ¥13,976,938,000 from Aug. 1 to Aug. 19. The cumulative repurchase reached 5,759,000 shares at a total cost of ¥149,996,716,000 before fees, executing 99.99% of the planned amount and 32.0% of the 18 million share cap.
