AIMECHATEC (6227) Q2 2026 earnings summary

Executive summary

• Revenue for the first half of FY2026 surged 106.1% year-over-year to ¥14,615 million, with operating profit at ¥2,857 million and net profit attributable to shareholders at ¥1,864 million, reversing a prior-year loss.

• Orders increased 7.4% year-over-year to ¥23,190 million, with a backlog of ¥34,768 million, reflecting robust demand in AI-related semiconductors and microdisplay equipment.

Financial highlights

• Gross profit reached ¥4,655 million, up from ¥1,682 million year-over-year.

• Operating profit rose sharply from ¥86 million to ¥2,857 million; net profit swung from a ¥766 million loss to ¥1,864 million profit.

• Total assets increased to ¥30,584 million, and equity rose to ¥12,584 million, with an equity ratio of 41.1%.

• Cash and equivalents at period-end were ¥5,844 million, up ¥2,197 million from the previous year-end.

Outlook and guidance

• Full-year revenue forecast revised up to ¥34,312 million (+63.3% YoY), with operating profit of ¥4,854 million (+131.7%) and net profit of ¥3,078 million (+811.3%).

• EPS forecast (post-split) is ¥163.93; without the split, ¥491.78.

• Dividend forecast revised to ¥17 per share (post-split), or ¥51 per share pre-split.