)
Socionext (6526) investor relations material
Socionext Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for 3Q FY2026/3 rose 19.2% year-over-year to ¥54.9B, with product revenue up 26.4% and NRE revenue up 30.9% sequentially, driven by new automotive mass production and strong demand in key markets.
For the first nine months ended December 31, 2025, net sales were ¥142.1B, down 2.2% year-over-year, with operating income at ¥7.2B (down 65.1%) and net income at ¥4.8B (down 71%).
Product revenue bottomed out in Q1 and rebounded, driven by new automotive products for China, but overall product revenue declined 0.3% and NRE revenue fell 9.2% year-over-year.
Operating income for 3Q FY2026/3 increased 47.7% sequentially to ¥3.4B, but declined 32.7% year-over-year due to a higher product cost ratio and increased R&D expenses.
The company continued to invest in advanced semiconductor technologies and expanded its chiplet development platform.
Financial highlights
Gross profit for the period was ¥65.8B, with a gross margin decline due to lower-margin new products and increased development investment.
Ordinary income was ¥6.6B, down 68.6% year-over-year, impacted by foreign exchange losses and higher costs.
Cash on hand and in banks decreased to ¥43.8B as of December 31, 2025, from ¥72.8B at the previous fiscal year-end.
Inventories rose to ¥32.8B, reflecting higher regular inventory and customer-reserved stock.
Net cash provided by operating activities was ¥2.8B, down sharply from ¥23.5B in the prior year period.
Outlook and guidance
Full-year FY2026/3 net sales forecast is ¥190.0B (+0.8% vs. prior year), with operating income forecast at ¥10.0B (-60.0%) and net income at ¥6.7B (-65.8%).
Basic EPS forecasted at ¥38.16 and dividend at ¥50 per share.
Product cost ratio is expected to remain elevated in FY26/3 due to new product mix and FX impact, but improvement is anticipated from FY27/3 onward.
Operating margin is expected to recover in FY27/3 and beyond as product revenue grows and cost structure improves.
- TimeTickerHeadlineOpen
- XEL
Ongoing EPS reached $3.80 in 2025; 2026 guidance is $4.04–$4.16 with a $60B capital plan. - EL
Strong Q2 results and raised FY26 outlook, with sales and margins up despite headwinds. - KCR
Record profitability and strong orders in 2025; stable outlook for 2026 amid uncertainties. - 532539
Record Q3 FY26 revenue and profit growth, major expansions, and strong industry outlook. - HAE
Gross margin and net income rose despite lower revenue; guidance for EPS and cash flow increased. - QIGD
Revenue up 18% but net profit down 15% as higher costs and dividends reduced margins and equity. - MYCR
Record annual sales, Q4 order drop, strong Global Technologies, and four acquisitions. - 532548
Revenue up 18.4% YoY, margin gains, and capacity expansions support a positive outlook. - THERMAX
Profit after tax rose 80% and order booking grew 34%, led by Infra and data center wins. - LPG
Net income more than doubled on strong TCE rates, higher revenues, and efficient fleet operations.
Next Socionext earnings date
Next Socionext earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)