Earnings digests and industry comparisons for Japan's biggest listed companies.
9 reports
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)
Advantest reported April-June revenue of ¥367.5 billion, up 39.3% year on year, and operating profit of ¥190.0 billion, a 53.3% jump, setting new quarterly records. Booming demand for AI and HPC semiconductor testers drove the gains, and the company sharply raised its full-year forecasts to revenue of ¥1,714 billion and operating profit of ¥846 billion.
Q1 FY2027 (Apr-Jun 2026)
SCREEN's first-quarter FY2027 revenue dropped 10.3% to ¥121,775 million and operating profit sank 41.1% to ¥14,368 million, but it lifted annual guidance, citing robust AI-fueled chip orders.
Q1 FY2027 (April-June 2026)
