HOYA (7741) Q4 2026 earnings summary

Executive summary

• Consolidated revenue and operating profit reached historical highs in Q4 FY25, driven by strong demand in the Information Technology business and robust Life Care segment performance.

• Full-year revenue rose 9.4% to ¥947.7 billion, with profit before tax up 26% to ¥327.7 billion and net profit attributable to owners up 25.2% to ¥253.1 billion.

• Both Life Care and Information Technology segments contributed to growth, with advanced semiconductor products and health care/medical products performing strongly.

• Cash and cash equivalents increased to ¥574.1 billion at year-end, and annual dividends per share rose to ¥295.

Financial highlights

• Q4 FY25 revenue: ¥248.1bn, up 15% year-over-year (CC +9%); Q4 operating profit: ¥74.7bn, up 14% (CC +10%); Q4 pretax profit: ¥77.6bn, up 15%.

• Q4 basic EPS: ¥160.80, up from ¥149.53 a year earlier.

• Q4 operating cash flow: ¥79.7bn; free cash flow: ¥65.8bn.

• Full-year FY25 revenue: ¥947.7bn, up 9% (CC +8%); operating profit: ¥285.2bn, up 12% (CC +11%); pretax profit: ¥327.7bn, up 26% (CC +26%).

• Full-year operating cash flow: ¥278.4bn; free cash flow: ¥270.9bn.

Outlook and guidance

• FY26 targets stable growth in eyeglass lenses via high-value-added products and expansion in progressive lenses.

• Plans to expand sales of ATIOLS and stabilize supply in IOLS segment.

• Focus on expanding high-value-added masks in FPD and non-digital camera segments in Imaging.

• Continued investment in production capacity for EUV blanks and HDD substrates.

• Management expects continued growth, supported by strong demand in both Life Care and Information Technology segments, but notes risks from currency fluctuations and global economic conditions.