Micronics Japan (6871) Q3 2026 earnings summary

Executive summary

• Q3 FY2026 net sales rose 89.4% YoY to ¥32,757 million; operating profit increased 206.6% to ¥11,436 million and net income rose 248.3% to ¥8,045 million.

• Nine-month net sales rose 62.6% YoY to ¥81,964 million; operating profit increased 138.9% to ¥26,993 million and profit attributable to owners of parent rose 175.3% to ¥19,506 million.

• Probe-card growth, including record memory probe-card sales, was supported by strong DRAM and HBM demand.

Financial highlights

• Q3 net sales were ¥32,757 million, up 15.9% QoQ; gross profit was ¥16,976 million, up 11.6% QoQ and 120.9% YoY.

• Q3 operating profit was ¥11,436 million, up 15.4% QoQ; ordinary profit was ¥12,622 million, up 22.9% QoQ and 225.5% YoY.

• Nine-month gross profit increased to ¥42,092 million from ¥24,085 million; SG&A rose to ¥15,098 million from ¥12,784 million.

• Nine-month ordinary profit was ¥28,883 million versus ¥11,273 million; basic EPS was ¥503.17 versus ¥183.02.

• Jan.–Sep. net sales were 10.5% above forecast and operating profit was 20.5% above forecast.

Outlook and guidance

• FY2026 forecast: net sales ¥110,000 million, operating profit ¥36,100 million, ordinary profit ¥37,500 million and net income ¥26,800 million.

• The revised forecast exceeds the Aug. 12 outlook by ¥6,200 million in sales, ¥4,700 million in operating profit and ¥3,800 million in net income.

• FY2026 basic EPS forecast is ¥691.30; assumed exchange rates are ¥158 per US dollar and ¥0.10 per Korean won.