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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.
ROHM
ROHM (6963) investor relations material
ROHM Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary6 Nov, 2026
Executive summary
H1 sales rose 14.4% YoY to ¥279.5bn; operating profit increased 128.5% to ¥17.5bn, supported by higher sales and lower depreciation after prior-year impairment losses.
Profit attributable to owners of parent rose 51.0% to ¥15.6bn; EBITDA increased 4.2% to ¥36.2bn.
Financial highlights
Q2 net sales were ¥143.7bn, up 12.3% YoY and 5.9% QoQ; operating profit was ¥7.9bn versus ¥7.5bn a year earlier and ¥9.6bn in Q1.
H1 operating margin was 6.3%; operating profit benefited ¥35.2bn from sales growth, partly offset by ¥26.2bn from materials and inventory impacts.
Gross profit was ¥69.3bn versus ¥58.5bn YoY; SG&A was ¥51.8bn versus ¥50.8bn.
Cash and cash equivalents rose ¥48.8bn in H1 to ¥477.5bn; operating cash flow was ¥25.5bn versus ¥47.2bn a year earlier.
At September 30, 2026, total assets were ¥1,293.9bn and net assets ¥763.8bn; both increased from fiscal year-end.
Outlook and guidance
FY2027 forecast: sales ¥550bn, operating profit ¥50bn, ordinary profit ¥53bn and parent profit ¥45bn; respective YoY growth forecasts are 14.3%, 360.2%, 175.7% and 158.4%.
Operating profit guidance was raised ¥20bn from the initial plan on stronger automotive, industrial and computer/storage demand, price increases and cost reductions; materials and inventory remain headwinds.
Server sales are forecast to grow 94.1% YoY, including 121.4% growth in H2; orders are expected to exceed production capacity and increase backlog.
FY2027 sales forecasts: automotive +10.1%, industrial +29.1%, computer/storage +36.0%; China customer sales -12.5%.
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Latest events from ROHM
- Strong profit and sales growth driven by automotive, industrial, SiC, and AI server demand.6963
Q1 2027 - Operating profit recovered, but SiC impairment drove a ¥158.4bn net loss.6963Q4 2026
- Sales up YoY, profit rebound aided by cost controls, but SiC costs limit margin growth.6963Q3 2026
- H1 operating profit rebounded; FY guidance rose as the plan prioritizes profitability.6963Q2 2026
- Profits and sales rebounded sequentially, aided by SiC growth and cost reforms.6963Q1 2026
- Lower sales and higher costs drove an operating loss and reduced full-year guidance.6963Q2 2025
- Operating profit plunged 92.8% as industrial sales slumped despite automotive growth.6963Q1 2025
- FY2025 targets a return to profit through cost reductions and structural reforms.6963Q4 2025
- Operating loss and profit slump reflect weak demand and market adjustment.6963Q3 2025
Next ROHM earnings date
Q3 20279 Feb, 2027
ROHM
Next ROHM earnings date
Q3 20279 Feb, 2027
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Frequently asked questions
ROHM Co., Ltd. is aJapanese manufacturer of electronic components, including semiconductors, integrated circuits (ICs), and various other electronic parts. The company's product lineup encompasses a wide range of components such as monolithic ICs, power modules, power ICs, application-specific ICs, resistors, capacitors, transistors, diodes, light emitting diodes (LEDs), and more. These products find applications across diverse sectors, including industrial, automotive, medical and healthcare, infrastructure, computer, and consumer products. The company is headquartered in Kyoto, Japan, and its shares are listed on the Tokyo Stock Exchange.