JAPAN MATERIAL (6055) Q3 2026 earnings summary

Executive summary

• Net sales for the nine months ended December 31, 2025, rose 18.0% year-over-year to ¥41,732 million, with operating profit up 46.1% to ¥10,003 million and profit attributable to owners of parent up 45.5% to ¥7,096 million.

• Growth was driven by robust capital investment in the semiconductor sector, especially in the Electronics business, while Graphics Solution saw declines and Solar Power remained stable.

Financial highlights

• Operating profit margin improved significantly, with ordinary profit up 44.9% year-over-year to ¥10,326 million.

• Basic earnings per share increased to ¥69.05 from ¥47.48 year-over-year.

• Comprehensive income rose 43.2% year-over-year to ¥7,072 million.

Outlook and guidance

• Full-year forecast for FY2025 remains unchanged: net sales of ¥57,000 million (up 8.2%), operating profit of ¥13,000 million (up 14.6%), and profit attributable to owners of parent of ¥9,000 million (up 14.3%).

• Basic earnings per share for the full year is projected at ¥87.59.

• Forecasts are subject to risks such as changes in customer capital investment schedules and potential drops in plant operating rates.