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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.
SCREEN Holdings
SCREEN Holdings (7735) investor relations material
SCREEN Holdings Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary30 Oct, 2026
Executive summary
H1 FY2027 net sales rose 12.5% YoY to ¥308,453 million; operating income rose 17.4% to ¥54,523 million and profit attributable to owners of parent rose 18.2% to ¥37,656 million.
Record-high orders and SPE-led growth supported results; demand was backed by memory and increased sales to North America and Korea.
Financial highlights
Gross profit was ¥114,745 million versus ¥101,903 million YoY; SG&A was ¥60,222 million versus ¥55,448 million.
Ordinary income rose 19.5% YoY to ¥55,977 million; comprehensive income rose 36.6% to ¥50,497 million.
2Q net sales were ¥186.6 billion and operating income ¥40.1 billion, versus ¥121.7 billion and ¥14.3 billion in 1Q.
H1 sales were ¥8.6 billion below plan, mainly due to installation timing; operating income was ¥1.5 billion below plan.
Outlook and guidance
FY2027 forecasts remain unchanged: net sales ¥743.0 billion, operating income ¥156.5 billion, ordinary income ¥156.5 billion and net income attributable to owners of parent ¥115.0 billion.
H2 forecast: net sales ¥434.6 billion and operating income ¥102.0 billion; SPE sales are forecast at ¥368.7 billion and operating income at ¥101.5 billion.
SPE sales are expected to rise in H2, particularly in foundry and NAND; Q4 is expected to be slightly higher than Q3, with an estimated split close to 60:40.
Annual dividend forecast is ¥183 per share post-split, comprising ¥60 interim and ¥123 year-end; outlook is unchanged.
Forecast assumes USD/JPY 150 and EUR/JPY 175 from Q3 onward; FT sales guidance fell ¥1 billion to ¥42 billion and operating income is forecast at ¥1 billion.
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Latest events from SCREEN Holdings
- SPE-led H1 growth and record orders support unchanged FY2027 guidance.7735
Q2 2027 (Q&A) - Q1 FY2027 saw lower sales and profits, but the full-year outlook and dividend forecast were raised.7735Q1 2027 (Q&A)
- Full-year forecasts and dividend outlook raised despite lower Q1 sales and profits.7735Q1 2027
- Sales and profits fell, but strong order intake and investments support double-digit FY2027 growth.7735Q4 2026 (Q&A)
- FY2026 profits fell but margins and cash flow were strong; FY2027 growth is forecast.7735Q4 2026
- First half sales and profits fell, but full-year outlook is steady on AI and display demand.7735Q2 2026
- Record first-half results and robust demand drive upward revisions in forecasts and dividends.7735Q2 2025
- Record Q1 results and raised outlook driven by semiconductor demand and strong margins.7735Q1 2025
- Record revenue and profit growth led by SPE and China/Taiwan demand, with raised guidance and dividends.7735Q3 2025
Next SCREEN Holdings earnings date
Q2 2027 (Q&A)24 Nov, 2026
SCREEN Holdings
Next SCREEN Holdings earnings date
Q2 2027 (Q&A)24 Nov, 2026
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Frequently asked questions
SCREEN Holdings Co. Ltd., originally known as Dainippon Screen Mfg. Co., Ltd., is a Japanese corporation specializing in semiconductor and electronics manufacturing. The company's product portfolio encompasses a wide range of equipment essential for the production of semiconductors, flat panel displays, and precision technology. SCREEN Holdings is particularly recognized for its semiconductor production equipment, including single wafer cleaning systems, measurement systems, and various other critical devices. Additionally, the company engages in the manufacture of computer to plate (CTP) equipment, digital printing equipment, and life science products, such as compact inkjet and ultraviolet printing systems for tablets and aluminum foils. The company is headquartered in Kyoto, Japan, and its shares are listed on the Tokyo Stock Exchange.