Fuji Corporation (6134) Q1 2026 earnings summary

Executive summary

• Achieved record-high quarterly net sales of ¥41,521 million, up 33.7% year-over-year, driven by robust demand in Asia, especially for Robotic Solutions in smartphones and automotive sectors.

• Operating profit rose 61.6% to ¥5,199 million, and profit attributable to owners surged 115.3% to ¥5,683 million, aided by a gain on sales of investment securities.

• The company revised its full-year forecast upward, reflecting strong Q1 performance and robust equipment demand in Asia.

• Machine Tools segment saw modest growth despite global uncertainties.

Financial highlights

• Q1 FY2026 net sales: ¥41,521 million (+33.7% YoY); operating profit: ¥5,199 million (+61.6% YoY); ordinary profit: ¥5,631 million (+42.8% YoY); profit attributable to owners: ¥5,683 million (+115.3% YoY).

• Gross profit for the quarter was ¥13,730 million, up from ¥11,311 million year-over-year.

• EPS for the quarter was ¥64.45, more than double the previous year's ¥28.55.

• Comprehensive income declined to ¥3,366 million from ¥4,398 million year-over-year, mainly due to negative other comprehensive income items.

• Total assets increased by ¥1,379 million to ¥245,668 million as of June 30, 2025.

Outlook and guidance

• FY2026 net sales forecast raised to ¥153,000 million (+20.1% YoY); orders forecast increased to ¥152,000 million (+22.7% YoY).

• Operating profit forecast unchanged at ¥18,000 million (+30.6% YoY); profit attributable to owners forecast at ¥14,000 million (+28.4% YoY).

• First-half net sales forecast raised to ¥79,000 million, with profit per share expected at ¥94.12.

• Dividend policy maintained: payout ratio of 50%+ and minimum annual dividend of ¥80 per share.