Fuji Corporation (6134) Q2 2026 earnings summary

Executive summary

• Net sales for the first half of FY2026 rose 26.3% year-over-year to ¥79,542 million, driven by strong demand in Robotic Solutions, especially in Asia.

• Operating profit increased 47.6% to ¥9,591 million, and profit attributable to owners of parent surged 72.2% to ¥8,988 million year-over-year.

• Comprehensive income jumped to ¥9,092 million, a 618.7% increase from the prior year period.

Financial highlights

• H1FY2026 net sales: ¥79,542 million (+26.3% YoY); orders: ¥86,759 million (+71.7% YoY).

• Operating profit: ¥9,591 million (+47.6% YoY); ordinary profit: ¥10,228 million (+41.4% YoY).

• Profit attributable to owners of parent: ¥8,988 million (+72.2% YoY); EPS: ¥102.06, up from ¥56.60.

• Total assets as of September 30, 2025: ¥253,835 million (+¥9,546 million from March 31, 2025); net assets increased to ¥222,447 million.

• Cash and cash equivalents at period end were ¥57,849 million, down ¥155 million from March 31, 2025.

Outlook and guidance

• Full-year FY2026 forecast revised upward: net sales expected at ¥165,000 million (+29.5% YoY), operating profit at ¥22,000 million (+59.6% YoY).

• Orders forecasted at ¥169,000 million (+36.4% YoY); profit attributable to owners of parent at ¥17,600 million (+61.4% YoY); EPS at ¥199.84.

• Dividend forecast maintained at ¥80 per share for the fiscal year, with interim and year-end dividends per share forecasted at ¥40 each.

• Upward revision driven by strong computer and server-related investment demand in Asia.