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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.
Kokusai Electric
Kokusai Electric (6525) investor relations material
Kokusai Electric Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 earnings summary6 Aug, 2026
Executive summary
Achieved record quarterly revenue of JPY 75.4 billion in Q1 FY27/3, up 45.6% year-over-year, driven by strong equipment and service sales, especially for DRAM and Logic, and robust demand outside China.
Adjusted operating income rose 59.3% year-over-year to JPY 17.4 billion, with profit margins improving sequentially and year-over-year.
Net income attributable to owners of the parent grew 70.6% year-over-year to JPY 11.6 billion, with comprehensive income reaching JPY 12.0 billion, up 56.4%.
Orders received in Q1 totaled approximately JPY 140 billion, significantly exceeding forecasts, with robust demand for DRAM and NAND equipment.
Both revenue and profit exceeded previous forecasts, prompting an upward revision of full-year guidance and dividend forecasts.
Financial highlights
Gross profit for Q1 was JPY 30.7 billion, with a gross margin of 40.7%, down 2.2 points year-over-year but up 1.3 points sequentially.
Adjusted net income for Q1 was JPY 12.5 billion (+65.1% YoY); basic earnings per share increased to JPY 49.47 from JPY 29.08.
Net cash position maintained at JPY 6.6 billion; free cash flow for Q1 was JPY 6.6 billion.
R&D expenses for Q1 were JPY 4.5 billion (5.9% of revenue); capital expenditures were JPY 4.8 billion; depreciation was JPY 3.9 billion.
Cash and cash equivalents at quarter-end were JPY 56.97 billion; net cash provided by operating activities was JPY 12.13 billion.
Outlook and guidance
Full-year revenue forecast revised up 21% to JPY 340 billion, a 45% year-over-year increase.
Adjusted operating income forecast raised 42% to JPY 86 billion, up 81% year-over-year; full-year operating profit forecast is JPY 79.4 billion, up 89.8%.
Adjusted net income forecast increased 40% to JPY 60 billion, up 76% year-over-year; net income attributable to owners projected at JPY 55.5 billion, up 84.4%.
Annual dividend forecast raised to JPY 65 per share, with a payout ratio of 25.2%.
Equipment sales and service revenue expected to significantly exceed previous forecasts due to rapid capital investment by device manufacturers.
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Latest events from Kokusai Electric
- FY2027 revenue and profit are forecast to rebound strongly after FY2026 declines.6525
Q4 2026 - FY March 2027 revenue growth target raised to at least 20% as service revenue rises.6525Q3 2026
- Revenue and profit beat forecasts, but full-year outlook was cut on delayed equipment sales.6525Q2 2026
- Q1 FY2026 saw revenue and profit fall, but order intake was strong and guidance is maintained.6525Q1 2026
- Full-year outlook raised as revenue and net income more than doubled on strong DRAM demand.6525Q2 2025
- 1Q FY25/3 profit and revenue soared on robust equipment sales and Chinese shipments.6525Q1 2025
- Targeting >JPY 330bn revenue, >30% margin, and doubled capacity with global service growth.6525Investor Day 2024
- Strong profit and revenue growth in FY25/3, with stable outlook and record ALD share.6525Q4 2025
- Q3 and nine-month revenue and profit surged, with robust outlook and limited export risk.6525Q3 2025
Next Kokusai Electric earnings date
Q2 20279 Nov, 2026
Kokusai Electric
Next Kokusai Electric earnings date
Q2 20279 Nov, 2026
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Frequently asked questions
Kokusai Electric Corporation is a Tokyo-based company specializing in the development, manufacturing, sales, repair, and maintenance of semiconductor manufacturing equipment on a global scale. The firm's offerings encompass deposition process equipment, treatment process equipment, measuring systems, and ultrasonic generators, alongside the sale of related parts and new and used equipment for wafers. The company is headquartered in Chiyoda-ku, Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.