Industries›15 companies · latest full-year results
Companies developing and manufacturing semiconductor production equipment and test systems
The 15 semiconductor equipment companies we cover had combined revenue of ¥8.3T (+15.6% year over year) and operating profit of ¥2.6T, an industry-wide operating margin of 31.3%.
TEL leads on revenue (¥2.4T, a 29.3% share), and the top three hold 71% of industry sales. 7 grew both revenue and operating profit; 3 saw both fall.
Lasertec has the highest operating margin (45.7%); average pay across the industry is ¥10.5M, highest at Lasertec (¥16.8M).
Industry total
Semiconductor Equipment · 15 companies
YoY compares companies with prior-year figures
StockShares are +26.0% over a year, ahead of the all-industry average (+14.9%) — #7 of 53 industries. Over the last month: −15.9%, −13.2pt against the market.Details
GuidanceCompany plans for FY2027 (12 companies combined): revenue +46.5%, operating profit +79.4%. Planned profit growth is above the all-industry plan (+13.0%).Details
Revisions4 raised and 0 cut this year's forecast. The biggest revision: MJC (operating profit +155.3%).Details
Latest resultsYear to date through Q1, 8 companies combined: revenue +11.5%, operating profit −3.5% year over year. 1 are ahead of an even pace toward their full-year plan, 5 behind.Details
Disclosures12 TSE filings in the last 90 days (buybacks 4, M&A and restructuring 3, dividends 2).Details
Earnings dates8 companies report within 30 days, starting with Accretech on Nov 4 and Shibaura on Nov 5.Details
None
| Company | Op. profit (last FY) | This year's plan | Plan change | Revision | Progress (Q2 cumulative) |
|---|---|---|---|---|---|
| ¥624.9B | ¥1.2T | +87.1% | - | 43% |
| ¥499.1B | ¥967.0B | +93.7% | Up +54.1% | 47% |
| ¥19.6B | ¥28.0B | +42.9% | - | - |
| ¥41.8B | ¥79.4B | +89.8% | Up +45.7% | 20% |
| ¥105.3B | ¥125.0B | +18.8% | - | 13% |
 | ¥33.7B | ¥44.0B | +30.4% | Up +10.0% | 13% |
 | ¥31.2B | ¥38.1B | +22.3% | Unchanged | 27% |
 | ¥15.3B | ¥16.0B | +4.8% | Unchanged | 18% |
 | ¥16.5B | ¥31.4B | +89.8% | Up +155.3% | 50% |
 | ¥14.6B | ¥15.5B | +5.9% | Unchanged | 31% |
 | ¥6.7B | ¥16.0B | +140% | Unchanged | 4% |
 | ¥6.9B | ¥10.2B | +48.0% | Unchanged | 22% |
Plans are each company's forecast for the current year from its earnings release. Plan change compares with last year's results; revisions compare the latest forecast with the first one given for the year. Progress is cumulative operating profit ÷ the full-year plan, against an even pace of 25% after Q1, 50% after Q2 and 75% after Q3 (a rough guide for seasonal businesses).
| Change | 1M | 3M | 1Y |
|---|---|---|---|
| Semiconductor Equipment | −15.9% | −13.6% | +26.0% |
| All industries | −2.7% | −0.9% | +14.9% |
| vs. market | −13.2pt | −12.7pt | +11.0pt |
Rank among industries:3M #52/531Y #7/53
Industry returns are an equal-weighted (geometric) average of member companies. Prices are split-adjusted closes for reference, not real-time.
Totals for the 10 covered companies with full-year results for every year from FY2022 to FY2026. The set is fixed, so adding or removing coverage doesn't move the figures.
Average salary is the reporting entity's figure (often a holding company) from its annual securities report. Holding companies with fewer than 50 staff are excluded.
| Company | Revenue | YoY | Operating profit | Margin | Share | Average salary | Average age | Employees |
|---|---|---|---|---|---|---|---|---|
| 1 | ¥2.4T | +0.5% | ¥624.9B | 25.6% | 29.3% | ¥13.5M | 43.5 | 2,224 |
| 2 | ¥2.3T | +37.0% | ¥870.4B | 37.2% | 28.1% | ¥11.5M | 46.5 | 127 |
| 3 | ¥1.1T | +44.7% | ¥499.1B | 44.2% | 13.6% | ¥11.0M | 45.7 | 2,033 |
| 4 | ¥625.3B | - | ¥135.7B | 21.7% | 7.5% | ¥10.8M | 42.0 | 653 |
| 5 | ¥436.9B | +11.1% | ¥185.0B | 42.3% | 5.2% | ¥16.7M | 37.3 | 3,486 |
| 6 | ¥269.1B | +7.1% | ¥19.6B | 7.3% | 3.2% | ¥8.88M | 44.6 | 1,648 |
| 7 | ¥235.1B | −1.6% | ¥41.8B | 17.8% | 2.8% | ¥9.61M | 44.1 | 1,193 |
| 8 | ¥230.5B | −8.3% | ¥105.3B | 45.7% | 2.8% | ¥16.8M | 40.1 | 516 |
| 9 | ¥166.8B | +10.8% | ¥33.7B | 20.2% | 2.0% | ¥8.28M | 38.5 | 1,428 |
| 10 | ¥128.8B | +3.5% | ¥31.2B | 24.2% | 1.5% | ¥10.2M | 43.8 | 244 |
| 11 | ¥88.0B | +8.8% | ¥15.3B | 17.3% | 1.1% | ¥9.53M | 43.8 | 621 |
| 12 | ¥70.2B | +26.1% | ¥16.5B | 23.6% | 0.8% | ¥7.87M | 37.9 | 1,264 |
| 13 | ¥58.0B | +10.1% | ¥14.6B | 25.3% | 0.7% | ¥6.37M | 39.5 | 455 |
| 14 | ¥56.2B | −41.6% | ¥6.7B | 11.9% | 0.7% | ¥9.41M | 41.5 | 406 |
| 15 | ¥54.4B | +1.7% | ¥6.9B | 12.7% | 0.7% | ¥7.39M | 39.2 | 716 |
| Industry total / average | ¥8.3T | +15.6% | ¥2.6T | 31.3% | 100% | ¥10.5M | 41.9 | 17,014 |
Revenue and operating profit are from each company's latest full-year results. Green margins are at or above the industry margin. Financial institutions may not report operating profit.
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