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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Ibiden
Ibiden (4062) investor relations material
Ibiden Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 earnings summary5 Aug, 2026
Executive summary
Q1 FY2026 net sales rose 26.4% year-over-year to JPY 123.2 billion, with electronics contributing JPY 75.5 billion and strong demand for GPUs and high-end CPUs driving sales above initial plans.
Ceramics segment experienced a temporary order increase for DPFs, but the automotive sector outlook remains unpredictable.
Full-year earnings forecast revised upward due to robust electronics demand and pricing, while ceramics is expected to see a decline in the second half.
Comprehensive income decreased 8.8% year-over-year to JPY 19,190 million.
Financial highlights
Q1 operating profit was JPY 26.9 billion, with electronics at JPY 21.4 billion; gross profit increased by JPY 9,801 million year-over-year to JPY 44,873 million.
First half revenue forecast raised to JPY 253.5 billion (+10%), operating profit to JPY 54.5 billion (+43%), and net profit to JPY 34 billion (+48%).
Full year revenue forecast increased to JPY 550 billion (+10%), operating profit to JPY 127 billion (+41%), and net profit to JPY 84 billion.
Operating margin expectation raised from 18% to 23% for the full year.
Basic earnings per share for Q1 were JPY 64.14, reflecting a stock split.
Outlook and guidance
Strong demand for AI servers, switching ICs, and general-purpose servers expected to continue, supporting high capacity utilization and strong pricing.
High selling prices and plant utilization rates anticipated to persist in the second half.
Ceramics segment forecasted to decline in sales and profit in the second half of FY26.
Other segments are expected to see higher sales and profit in the second half.
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Latest events from Ibiden
- Strong sales and profit growth, robust electronics, and a 2-for-1 stock split highlight outlook.4062
Q4 2026 - Strong Q3 growth, stock split, and major investment plan to boost high-performance IC substrate capacity.4062Q3 2026
- Strong sales and profit growth, stock split, and robust outlook driven by electronics.4062Q2 2026
- Strong first-quarter growth driven by electronics, with raised full-year outlook.4062Q1 2026
- Operating profit rose 38% despite a 7% sales decline, with strong cash flow and stable outlook.4062Q1 2025
- Profit growth offset lower sales, but comprehensive income dropped on market-related losses.4062Q2 2025
- Profit rose 7% in FY2024, but FY2025 net profit is forecast to decline amid tariff risks.4062Q4 2025
- Q3 sales and profit declined, but gross margin and capital adequacy improved.4062Q3 2025
Next Ibiden earnings date
Q2 202730 Oct, 2026
Ibiden
Next Ibiden earnings date
Q2 202730 Oct, 2026
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Frequently asked questions
Ibiden Co., Ltd., established in 1912, is a Japanese corporation that specializes in the manufacture and marketing of electronic and ceramic products. The company's diverse product range encompasses flip chip packages, motherboards, diesel particulate filters (DPF), substrate holding mats for automobiles, high-temperature insulating wool, and graphite specialty products. Ibiden is known for its significant contributions to the electronics sector, including printed circuit boards and IC packaging, and has established a strong presence in the ceramics industry with products like particulate filters for diesel engines, achieving a notable market share in Europe. In addition to its core manufacturing activities, Ibiden engages in various other operations, including environmental technology, housing and construction materials, automobile sales, and medical software. The company is headquartered in Ogaki, Gifu, Japan, and operates globally, with a significant footprint in Europe, Asia, and the Americas. The company is headquartered in Ogaki, Japan, and its shares are listed on the Tokyo Stock Exchange.