AIMECHATEC (6227) Q2 2026 earnings summary

Executive summary

• H1 FY6/26 revenue rose 106.1% YoY to ¥14,615 million; operating income was ¥2,857 million and net income was ¥1,864 million, reversing the prior-year loss.

• Strong AI semiconductor and microdisplay-equipment demand supported record half-year results and a raised full-year forecast.

Financial highlights

• H1 gross profit reached ¥4,655 million, up from ¥1,682 million; operating income rose from ¥86 million to ¥2,857 million.

• Net income swung from a ¥766 million loss to ¥1,864 million profit; growth also reflected a lower burden from contingent consideration payments related to a prior-year business transfer.

• H1 orders totaled ¥23,190 million, up 7.4% YoY; period-end backlog was ¥34,768 million.

• Total assets were ¥30,584 million, equity was ¥12,584 million, and period-end cash and equivalents were ¥5,844 million.

Outlook and guidance

• FY6/26 forecast revised to revenue ¥34,312 million, operating income ¥4,854 million, ordinary income ¥4,499 million and net income ¥3,078 million.

• Revised FY6/26 targets reach the first mid-term plan's FY6/28 goals of ¥30 billion revenue and ¥3.8 billion operating income; revision of mid-term targets is under consideration.

• FY6/26 EPS forecast is ¥163.93 post-split, or ¥491.78 pre-split; dividend forecast is ¥17 per share post-split, equivalent to ¥51 pre-split.

• AI semiconductor TB/DB orders and shipments are expected to exceed initial assumptions.