AIMECHATEC (6227) Q4 2026 earnings summary

Executive summary

• Revenue rose 67.8% year-over-year to ¥35,244 million, with operating profit up 177.3% and net income attributable to shareholders surging 954.1%.

• Orders and order backlog have shown a steady increase, with orders up 60.6% and backlog up 30.7% year-over-year, indicating robust demand and business growth.

• Strong demand in AI-related semiconductor equipment and recovery in microdisplay investments drove growth.

• Quarterly sales and operating profit have generally trended upward, with notable improvements in recent periods.

Financial highlights

• Sales revenue and operating profit have increased year-over-year, with the latest quarters showing higher figures compared to previous years.

• Operating profit reached ¥5,810 million, and ordinary profit was ¥5,636 million, both nearly tripling year-over-year.

• Net income attributable to shareholders was ¥3,560 million, up from ¥337 million.

• Gross margin improved as sales mix shifted toward high-value semiconductor equipment.

• Cash and equivalents at period-end were ¥8,572 million, up ¥4,936 million from the previous year.

Outlook and guidance

• For the year ending June 2027, revenue is forecast at ¥40,003 million (+13.5%), operating profit at ¥7,610 million (+31.0%), and net income at ¥4,963 million (+39.4%).

• Management expects continued robust investment in AI semiconductors and steady demand in microdisplay and optical device sectors.