Anritsu (6754) Q1 2027 earnings summary

Executive summary

• Revenue and profit increased significantly year-over-year in the first quarter of FY2026, driven by strong demand in data centers and robust performance across all business segments.

• Orders surged 95.0% year-over-year to ¥49,065 million, with backlog up 69.1% to ¥60,416 million.

• Revenue growth was recorded in all geographic regions, with Asia & Others showing the largest contribution.

Financial highlights

• Revenue rose 38% year-over-year to ¥32,584 million in 1Q FY2026.

• Operating profit increased 219.5% year-over-year to ¥4,278 million.

• Net profit attributable to owners of parent increased 463.5% year-over-year to ¥3,286 million.

• Comprehensive income reached ¥4.3 billion, up from ¥0.2 billion year-over-year.

• Gross profit for the quarter was ¥17,327 million, up from ¥11,745 million year-over-year.

Outlook and guidance

• Full-year FY2026/FY2027 guidance: revenue forecast at ¥140,000 million (up 19.2%), operating profit at ¥20,000 million (up 34.9%), and net profit at ¥15,000 million (up 28.4%) compared to prior year.

• Segment revenue growth expected in Test and Measurement (+23.6%/24%), PQA (+6.3%), and Environmental Measurement (+48.3%).

• Guidance assumes no material impact from Middle East geopolitical risks beyond Q2.