AIMECHATEC (6227) Q4 2025 earnings summary

Executive summary

• Revenue rose 36.2% year-over-year to ¥21,005 million, with operating profit up 701.8% to ¥2,095 million and net income attributable to shareholders up 202.3% to ¥337 million.

• Orders surged 78.6% year-over-year, and order backlog increased 29.4%, driven by robust demand for AI semiconductor equipment.

• The company strengthened its business through new product development and a capital alliance with Optorun.

Financial highlights

• Operating margin improved to 10.0% from 1.7% year-over-year; net margin rose to 1.6% from 0.7%.

• Cash and equivalents at period-end increased to ¥3,647 million, up ¥773 million from the previous year.

• Equity ratio declined to 39.7% from 48.1% due to asset growth and share buybacks.

Outlook and guidance

• FY2026 guidance: revenue ¥25,010 million (+19.1%), operating profit ¥2,509 million (+19.7%), net income ¥1,583 million (+368.7%).

• Dividend forecast raised to ¥50 per share for FY2026.

• Management expects continued strong investment in AI semiconductors and steady demand in optical device sectors.