AeroEdge (7409) Q1 2026 earnings summary

Executive summary

• Revenue for Q1 FY2026 was ¥1,157 million, a 55.7% increase year-over-year, driven by strong demand for titanium-aluminum blades for LEAP engines and recovery in the aviation sector.

• Operating profit rose to ¥245 million, up 390.7% year-over-year, with net profit at ¥156 million, reversing a loss in the prior year.

• The company secured a new supply contract with SAFRAN for a newly developed material, aiming to expand market share from 40% to the high 40% range by 2028.

• Investments in new production capacity and R&D for new materials and mass production projects increased costs.

Financial highlights

• Revenue: ¥1,157 million (up 55.7% year-over-year).

• Operating profit: ¥245 million (up 390.7% year-over-year).

• Ordinary profit: ¥230 million (compared to a ¥6.7 million loss in the prior year).

• Net profit: ¥156 million (compared to a ¥7 million loss in the prior year).

• EPS: ¥40.27 (compared to -¥1.85 in the prior year).

Outlook and guidance

• Full-year revenue forecast remains unchanged at ¥4,930 million, up 36.9% year-over-year.

• Operating profit forecast at ¥810 million, up 23.6% year-over-year.

• Net profit forecast at ¥500 million, down 31.9% year-over-year, with EPS guidance of ¥43.37 (¥130.10 without stock split adjustment).