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TOWA (6315) investor relations material
TOWA Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for 1H FY2025 declined 14.4% year-over-year to ¥234.4B, with operating profit down 52.6% to ¥24.9B and net profit down 51.7% to ¥18.4B, but all profit levels exceeded forecasts due to improved product mix.
Orders rebounded in 2Q FY2025, driven by demand for AI/data centers and memory, after a weak 1Q.
Profits exceeded initial forecasts in 2Q due to higher sales of original compression equipment and molds.
Financial highlights
1H FY2025 net sales: ¥234.4B, down 14.4% YoY, but 2.0% above forecast.
Operating profit: ¥24.9B, down 52.6% YoY, but 45.8% above forecast.
Net profit: ¥18.4B, down 51.7% YoY, 54.2% above forecast.
Comprehensive income for the period was ¥3,912 million, up 162.6% YoY.
2Q net sales: ¥153.7B, second-highest quarterly level on record.
Outlook and guidance
Full-year forecast for FY2025 remains unchanged: net sales of ¥560.0B (+4.7% YoY), operating profit of ¥98.0B (+10.4% YoY), and net profit of ¥68.6B (-15.5% YoY).
Dividend forecast is ¥20 per share for the second half, unchanged from the previous year.
Orders for AI/data center and next-gen markets expected to drive growth in 2H FY2025.
The company notes ongoing uncertainties in customer investment trends and market conditions.
- TimeTickerHeadlineOpen
- FTV
2025 results beat guidance, with strong EPS growth and $1.6B in share repurchases. - WNC
Q4 2025 revenue was $321.5M with losses, but Parts & Services grew 33% year-over-year. - AAT
2025 FFO and income declined, but 2026 guidance and liquidity remain strong. - BGL
Tokenized gold coin and fintech platform drive growth, backed by mining and regulatory strength. - WAFD
All proposals passed with strong support; focus remains on innovation, competition, and shareholder value. - AVY
FY25 adjusted EPS up 1% to $9.53, $8.9B sales, and $861M returned to shareholders. - LLY
Q4 2025 revenue rose 43% to $19.3B; 2026 guidance set at $80–$83B revenue. - TKR
Q4 2025 outperformed; 2026 targets higher sales, margins, and EPS amid ongoing transformation. - POWL
Record backlog, strong orders, and margin expansion drive robust outlook for 2026. - AFG
Record 2025 results, strong ROE, and $707M+ capital returned, with robust 2026 outlook.
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