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Advantest (6857) investor relations material
Advantest Q2 2026 Q&A earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 Q&A earnings summary28 Oct, 2025
Executive summary
Standard GPUs have driven growth this year, with custom AI ASICs and robust AI-related demand expected to significantly contribute next year, supporting multiyear growth and market share gains.
Q2 FY25 sales exceeded forecasts, maintaining near-record levels, and full-year guidance was raised due to strong 1H results and moderate 2H digestion.
Net sales for the six months ended September 30, 2025, reached ¥526.7 billion, a 60.0% year-over-year increase, with operating and net income both rising over 140% year-over-year to record highs.
Strategic acceleration of growth investments in technology, test automation, supply chain, and adjacent markets to maintain industry leadership.
Optimism for FY '26 is high, with expectations of consistent business and multiyear growth supported by AI and data center expansion.
Financial highlights
Q2 FY25 sales: JPY 262.9B, up 38.0% YoY; gross profit: JPY 163.7B, up 48.6% YoY; operating income: JPY 108.4B, up 70.7% YoY; net income: JPY 79.6B, up 75.1% YoY.
Net sales for the six months ended September 30, 2025, were ¥526.7 billion, with gross profit at ¥335.3 billion and basic EPS at ¥232.19.
Management is leaning toward the higher end of the midterm plan range for sales and margins, reflecting optimism for next year.
Despite higher revenue outlook, operating margins may face pressure due to increased R&D investment.
Interim dividend for FY25 set at JPY 29 per share, up from JPY 19 in the prior year.
Outlook and guidance
Full-year FY25 sales forecast raised to JPY 950.0B, operating income to JPY 374.0B, and net income to JPY 297.0B, reflecting continued robust AI-related demand.
Q3 is expected to be softer, but Q4 could outperform initial assumptions due to accelerated device transitions.
FY '25 is seen as the bottom, with FY '26 expected to show consistent quarter-over-quarter performance and a positive outlook driven by AI and data center demand.
Three-year mid-term plan targets revised: sales JPY 835–930B, operating margin 33–36%, net income JPY 207–248B, ROIC 34–39%.
The business environment remains unpredictable due to geopolitical risks and exchange rate volatility, but tariffs are not expected to have a major impact.
R&D acceleration impact on operating margin
Supply chain as a competitive advantage
Strategy to maintain high market share
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Frequently asked questions
Advantest Corporation is a Japanese multinational corporation primarily engaged in the manufacture of automatic test equipment (ATE) for the semiconductor industry, alongside measuring instruments for electronic system design, production, and maintenance. This includes equipment for fiber optic and wireless communications as well as digital consumer products. The company's operations are segmented into three main areas: Semiconductor and Component Test Systems, Mechatronics Systems (which includes test system peripherals), and Services, Support, and Others (focusing on customer support and system-level test products). The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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