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SCREEN Holdings (7735) investor relations material
SCREEN Holdings Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for Q3 FY2026 were JPY 425.3 billion, down 7.5% year-over-year, with operating income at JPY 77.4 billion and net income at JPY 54.9 billion, reflecting a decline in equipment sales and increased fixed costs.
Both sales and profits declined year-over-year, but recovery is underway, especially in SPE and FT segments, supported by strong demand in foundries, memory makers, and OLED equipment.
The global economy showed moderate recovery, but uncertainty persists due to U.S. trade policies and regional stagnation.
A large-scale China project was deferred to next year, but the full-year outlook remains unchanged.
Financial highlights
Q3 operating margin was 18.2%, with net margin at 12.9% and gross profit margin at 37.5%.
Net income attributable to owners of parent was JPY 54.9 billion, down 21.0% year-over-year.
Free cash flow for Q3 was JPY 4.5 billion; cumulative operating cash flow JPY 40.5 billion.
Cash and cash equivalents at period end were JPY 183,024 million, a decrease from March 31, 2025.
Sales by region: China 39%, Taiwan 19%, Japan 14%, South Korea 8%, North America 8%, Europe 5%.
Outlook and guidance
Full-year forecast: net sales JPY 621 billion, operating income JPY 117 billion, net income JPY 88 billion.
SPE sales forecast at JPY 502 billion, OP margin 24.1%.
Dividend outlook unchanged: annual dividend JPY 280, payout ratio ~30%.
No revision to previously announced earnings or dividend forecasts.
Market expects mid-single digit WFE growth in 2025 (~$115B), with low double-digit growth in 2026.
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