)
Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
SCREEN Holdings (7735) investor relations material
SCREEN Holdings Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary31 Oct, 2025
Executive summary
Net sales for the first half were ¥274.2 billion, down 1.1% year-over-year, with operating income at ¥46.4 billion, a 20.2% decrease, and an operating margin of 16.9%, mainly due to project delays and higher fixed costs.
FTE/FT segment saw significant sales and profit growth, driven by strong OLED equipment demand, while SPE segment experienced declines due to project revenue recognition shifting to the second half.
Equity ratio remained strong at 64.4%, and net assets reached ¥429.5 billion.
The company maintained its full-year forecast, expecting recovery in the second half and continued investment in growth areas such as advanced packaging.
Ongoing uncertainties from U.S. trade policies and regional stagnation impacted results.
Financial highlights
Net sales: ¥274.2 billion; Operating income: ¥46.4 billion; Net income: ¥31.8 billion for the first half.
Operating margin stood at 16.9%, down from 21.0% a year earlier.
Equity ratio at 64.4%; net assets per share increased to ¥4,542.66.
Operating cash flow for the first half was ¥30.8 billion; investment cash flow was -¥12.2 billion.
R&D expenses totaled ¥38 billion for the year, with ¥17.6 billion spent in the first half.
Outlook and guidance
Full-year forecast unchanged: net sales ¥621 billion, operating income ¥117 billion, net income ¥88 billion.
WFE market expected to grow at low to mid-single digits, with stronger recovery anticipated in the second half, driven by AI and advanced packaging demand.
Interim and year-end dividends maintained at ¥123 and ¥157, respectively, totaling ¥280 per share.
Segment sales forecasts: SPE ¥502 billion, GA ¥53 billion, FT ¥46 billion, PE ¥15 billion.
SPE H2 recovery drivers, given H1 decline?
Impact of treasury stock actions on equity structure?
FT segment growth drivers and H2 outlook?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next SCREEN Holdings earnings date
Q3 202630 Jan, 2026
Next SCREEN Holdings earnings date
Q3 202630 Jan, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage