Fuji Corporation (6134) Q3 2026 earnings summary

Executive summary

• Q3 FY2026 net sales reached ¥127,291 million, up 36.0% year-over-year, driven by strong Robotic Solutions demand and new product launches.

• Operating profit surged 92.5% year-over-year to ¥18,847 million, and profit attributable to owners rose 90.2% to ¥16,072 million.

• Comprehensive income grew 252.1% year-over-year to ¥20,394 million, reflecting robust business performance and favorable currency effects.

• Full-year forecasts were revised upward due to continued demand for AI servers, memory market recovery, and strong order backlogs.

• Strengthened production system for NXTR model and expanded new business lines such as smart lockers and support robots.

Financial highlights

• Gross profit increased to ¥45,313 million from ¥34,329 million year-over-year, mainly from higher sales volume and improved sales price.

• Ordinary profit rose 79.7% to ¥20,079 million.

• Diluted profit per share was ¥182.59, up from ¥92.11 in the prior year period.

• Total assets as of December 31, 2025: ¥267,892 million, up ¥23,603 million from March 31, 2025.

• Equity ratio stood at 85.9% as of December 31, 2025.

Outlook and guidance

• FY2026 net sales forecast revised to ¥183,000 million, up 43.7% year-over-year and ¥18,000 million above previous guidance.

• Operating profit forecast raised to ¥31,700 million, up 106.8% year-over-year.

• Profit attributable to owners of parent forecast at ¥24,400 million, up 122.0% year-over-year.

• Robotic Solutions segment expected to drive growth, with net sales forecast at ¥171,000 million.

• Year-end dividend forecast maintained at ¥80.00 per share.