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AIMECHATEC (6227) investor relations material
AIMECHATEC Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue for the nine months ended March 31, 2026, surged 134.4% year-over-year to ¥24,863 million, with operating profit at ¥4,228 million and net profit attributable to shareholders at ¥2,820 million, reversing a loss in the prior year.
Orders received rose 60.0% year-over-year to ¥38,642 million, and order backlog increased 18.3% to ¥39,972 million.
Financial highlights
Operating profit jumped from ¥187 million to ¥4,228 million year-over-year; net profit swung from a ¥771 million loss to a ¥2,820 million profit.
Gross margin improved significantly, with gross profit at ¥7,426 million versus ¥2,520 million a year earlier.
Total assets increased to ¥29,488 million from ¥27,373 million at the previous fiscal year-end.
Equity ratio improved to 46.0% from 39.7% at the previous year-end.
Outlook and guidance
Full-year revenue forecast is ¥34,312 million (up 63.3% year-over-year), with operating profit of ¥4,854 million and net profit of ¥3,078 million.
No change to previously announced full-year guidance.
EPS forecast for the year is ¥163.93 (post-split basis).
- Profits fell sharply despite strong semiconductor growth; major rebound forecast for FY2025.6227
Q4 202420 Jul 2026 - Revenue up, losses widen, but strong order growth and stable outlook maintained.6227
Q1 202520 Jul 2026 - Revenue up, operating profit positive, but net loss widens; Optorun replaces JUKI as top shareholder.6227
Q2 202520 Jul 2026 - Revenue up, operating profit positive, but net loss widens; outlook and orders remain strong.6227
Q3 202520 Jul 2026 - AI semiconductor demand drove record profits and revenue, with strong growth outlook for FY2026.6227
Q4 202520 Jul 2026 - Q1 revenue doubled year-over-year, returning to profit with robust semiconductor demand.6227
Q1 202620 Jul 2026 - Revenue and profit surged, guidance raised, and a 3-for-1 stock split was announced.6227
Q2 202620 Jul 2026
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