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Tokyo Seimitsu (7729) investor relations material
Tokyo Seimitsu Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Nine-month sales reached ¥112,971 million, up 9.5% year-over-year, with operating profit up 9.7% to ¥20,932 million and recurring profit up 9.7% to ¥21,717 million; orders increased 6.2% year-over-year, driven by strong demand in the SPE segment.
Net profit attributable to owners declined 21.9% year-over-year to ¥14,148 million due to extraordinary losses in the second quarter.
Quarterly sales and operating profit rose year-over-year, though orders decreased sequentially but remained robust.
Financial highlights
9M FY2026/3 sales: ¥113.0B (+10% YoY); operating profit: ¥20.9B (+10% YoY, 19% margin); recurring profit: ¥21.7B (+10% YoY); net profit: ¥14.1B (-22% YoY).
3Q FY2026/3 sales: ¥35.9B (+13% YoY); operating profit: ¥6.2B (+10% YoY, 17% margin); net profit: ¥4.5B (-1% YoY).
Gross profit increased to ¥46,027 million from ¥42,666 million year-over-year.
Earnings per share for the period were ¥348.97, down from ¥448.08 in the prior year.
R&D and capex increased 12% and 32% YoY, respectively, for the 9M period.
Outlook and guidance
Full-year FY2026/3 sales forecast revised to ¥165,000 million (+10% YoY); operating and recurring profit forecast at ¥32,000 million each (+8% YoY, 19% margin); net profit forecast at ¥21,500 million (-16% YoY).
Earnings per share for the full year projected at ¥530.16.
Both SPE and Metrology Equipment segment forecasts were revised upward based on current shipments and sales plans.
SPE segment to maintain high HPC-related demand, with hybrid bonding grinders expected to contribute from 2H FY2027/3.
Metrology segment to see continued strong demand in aerospace and defense.
- TimeTickerHeadlineOpen
- 6 FebJ
Strong growth, digital innovation, and margin expansion drive robust multi-year financial outlook. - 6 Feb004020
Operating profit rose on cost savings and high-value sales, with major US expansion underway. - 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway.
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