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Kokusai Electric (6525) investor relations material
Kokusai Electric Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary7 Aug, 2025
Executive summary
Q1 FY2026 revenue and profit declined year-over-year and sequentially, mainly due to normalized equipment shipments to China after a prior period spike, but results were in line with internal plans and advanced device equipment sales remained strong.
The semiconductor device market saw robust capital investment in high-performance Logic and DRAM for generative AI, with NAND investment resuming, while demand for consumer, automotive, and industrial equipment remained sluggish.
Basic earnings per share for Q1 FY2026 declined to ¥29.08 from ¥56.76 year-over-year.
No change to the full-year earnings forecast; revenue growth is anticipated in the second half, especially in equipment sales.
Financial highlights
Q1 FY2026 revenue was ¥51,789 million, down 20.6% year-over-year; gross profit margin was 42.9%, down 2.1 points year-over-year but up 0.3 points from the previous full year.
Adjusted operating profit fell 43.8% year-over-year to ¥10,902 million; adjusted net income dropped 47% to ¥7,598 million.
Equipment sales dropped 28% and service sales declined 6% year-over-year; NAND sales surged 116%, DRAM sales fell 73%, and logic/foundry dropped 8%.
R&D expenses for Q1 were JPY 3.9 billion (7.4% of sales), up 15% year-over-year; capital expenditures for Q1 were JPY 2.3 billion, down 79.5% year-over-year.
Net cash provided by operating activities was ¥4,923 million, up from ¥4,073 million year-over-year.
Outlook and guidance
Full-year FY2026 revenue forecast is ¥244,000 million, up 2.1% year-over-year; adjusted operating profit expected to decrease 4.4% year-over-year due to higher SG&A from upfront investments.
Gross profit margin forecasted at 42.8% (+0.2 points year-over-year); adjusted net income projected at ¥40,100 million (-5.2% year-over-year).
Sales and profit are expected to be second-half weighted; shipment forecast accuracy for H2 will improve by end of H1.
NAND revenue forecast to grow 2.8x year-over-year, DRAM to fall 35% year-over-year, logic/foundry to decline slightly; SiC/GaN power devices to grow 50% year-over-year.
Dividend forecast for FY2026 is ¥37.00 per share, unchanged from previous guidance.
Assess China NAND investment risks.
Explain drivers for H2 forecast accuracy.
Detail Q1 order intake characteristics.
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Next Kokusai Electric earnings date
Q2 202611 Nov, 2025
Next Kokusai Electric earnings date
Q2 202611 Nov, 2025
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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.
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