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Lasertec (6920) investor relations material
Lasertec Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for H1 FY2026 were JPY 128.3 billion, nearly flat year-over-year amid economic uncertainty and strong semiconductor demand driven by AI investments.
Operating income for H1 was JPY 63.0 billion, down 1.1% year-over-year.
Net income for H1 reached JPY 45.7 billion, up 5.6% year-over-year.
Q2 net sales were JPY 54.1 billion, up 36.8% sequentially but down 41.3% year-over-year.
Q2 net income was JPY 26.7 billion, up 40.0% sequentially but down 22.4% year-over-year.
Financial highlights
Gross profit for H1 increased to JPY 76.5 billion.
Net income per share rose to JPY 508.61 from JPY 480.31 year-over-year.
Comprehensive income reached JPY 46.9 billion, up 10.3% year-over-year.
Cash and cash equivalents at period end were JPY 80.5 billion, down JPY 5.6 billion from June 2025.
R&D expenditure for H1 was JPY 6.5 billion, representing 5.1% of sales.
Outlook and guidance
Full-year FY2026 net sales forecast revised to JPY 220 billion, a 12.5% decrease year-over-year but JPY 20 billion higher than the previous forecast.
Operating income forecast raised to JPY 100 billion, with an operating margin of 45.5%.
Net profit forecast increased to JPY 72 billion.
Net income per share forecasted at JPY 801.89 for the full year.
Orders for semiconductor-related products expected to recover gradually from CY2026.
- TimeTickerHeadlineOpen
- 6 FebCPT
2025 results beat guidance; Sun Belt focus, asset sales, and share buybacks drive 2026 strategy. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and strategic spin-offs for future growth. - 6 FebCRI
H1 2025 saw a return to profit, record revenues, and strong cash from major space projects. - 6 FebSCW
Q2 2025 revenue up 120% y/y, driven by record Asian contract and backlog growth. - 6 FebSCW
Revenue up 89% y/y, record backlog, and new strategy for European optical payload leadership. - 6 FebSCW
Q2 2024 revenue up 115% y/y, backlog nearly doubled, driven by major space contracts. - 6 FebSCW
Space segment drives 29% revenue growth, strong backlog and contracts support 2025 outlook. - 6 FebSCW
73% revenue growth, record backlog, and major space contracts drive expansion and investment. - 6 FebPENG
All proposals passed, with no questions raised and results to be filed on Form 8-K. - 6 FebSCW
Q1 2025 revenue surged 97% year-over-year, with strong backlog and new contracts secured.
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