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HORIBA (6856) investor relations material
HORIBA Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
9M 2026 net sales ¥281.659B, up 22.3% YoY; operating income ¥50.673B, up 51.2%, and attributable net income ¥36.345B, up 50.8%.
Growth was led by Materials & Semiconductor, while Energy & Environment and Bio & Healthcare reported lower operating income than sales growth.
Financial highlights
9M net sales rose to ¥281.659B from ¥230.245B; gross income was ¥127.100B vs ¥102.059B.
Operating income was ¥50.673B, ordinary income ¥52.172B, and attributable net income ¥36.345B; YoY increases were 51.2%, 51.8%, and 50.8%, respectively.
Comprehensive income reached ¥40.561B vs ¥20.205B; 2026 included ¥3.528B in net unrealized securities gains and ¥810M in foreign currency translation gains.
Outlook and guidance
FY2026 forecast: net sales ¥392.5B (+17.8%), operating income ¥73B (+37.6%), ordinary income ¥74B (+36.5%), and attributable net income ¥51.5B (+38.8%).
FY2026 forecast operating margin is 18.6%, ordinary income ratio 18.9%, and net income ratio 13.1%.
FY2026 forecast exchange rates are ¥155/US$ and ¥180/€; forecast net income per share is ¥1,225.56.
Q4 forecasts: sales ¥110.840B, operating income ¥22.326B, and attributable net income ¥15.154B.
- 2028 targets raised with focus on growth, R&D, sustainability, and enhanced shareholder returns.6856
Corporate presentation - Semiconductor-driven record sales and profits led to higher forecasts and special dividends.6856
Q2 2026 - Record-high Q1 results and raised full-year outlook, driven by semiconductor and automotive growth.6856
Q1 2026 - Record sales and profits in 2025, with 2026 growth and higher dividends driven by key segments.6856
Q4 2025 - Record-high sales and profits led by Energy & Environment and semiconductor demand.6856
Q3 2025 - Record-high first-half sales and profits driven by semiconductors and hydrogen; outlook strong.6856
Q2 2025 - Sales and profit grew, but net income and forecasts were revised down due to one-time items.6856
Q3 2024 - Q1 2025 profit rose on semiconductor strength; full-year guidance trimmed on FX impact.6856
Q1 2025 - Record 2024 sales and profit, with 2025 guidance showing further growth and higher dividends.6856
Q4 2024
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