santec Holdings (6777) Q3 2026 earnings summary

Executive summary

• Revenue for the nine months ended December 31, 2025, rose 22.7% year-over-year to ¥21,248 million, driven by strong sales of optical monitors and connectorized fiber inspection equipment.

• Operating income increased 26.1% to ¥6,836 million, and net income attributable to shareholders grew 27.5% to ¥5,101 million year-over-year.

• The company focused on high value-added new product development and market leadership amid ongoing global uncertainties.

• Strong demand recovery in the optical components segment and continued growth in optical measurement instruments, especially for optical communications.

Financial highlights

• Gross profit increased to ¥12,169 million from ¥9,936 million year-over-year.

• Third quarter revenue reached ¥21,248 million, up ¥3,934 million (+22.7%) year-over-year.

• Operating income was ¥6,836 million, up ¥1,413 million (+26.1%) year-over-year.

• Ordinary income rose to ¥7,238 million (+21.7%), and net income increased to ¥5,101 million (+27.5%) year-over-year.

• Comprehensive income for the period was ¥5,908 million, up 31.7% year-over-year.

Outlook and guidance

• Full-year revenue forecast is ¥30,000 million, a 24.9% increase from the previous year.

• Operating income is projected at ¥9,300 million (+25.2%), and net income at ¥6,400 million (+26.3%).

• Dividend forecast revised to ¥200 per share for the year, with a mid-term dividend of ¥75 and year-end dividend of ¥125.

• Demand for optical components and measurement equipment expected to remain strong, especially in data centers and medical devices.