Tomen Devices (2737) Q3 2026 earnings summary

Executive summary

• Net sales rose 28.2% year-over-year to ¥394,347 million for the nine months ended December 31, 2025, driven by strong demand for memory semiconductors in server/storage and automotive applications, as well as high-resolution camera CIS for smartphones and growth in the domestic SiP business.

• Operating profit increased 53.6% year-over-year to ¥13,400 million, ordinary profit rose 63.4% to ¥10,405 million, and net profit attributable to owners of parent grew 54.4% to ¥7,342 million.

Financial highlights

• Gross profit for the nine months was ¥16,819 million, up from ¥11,847 million year-over-year.

• Basic earnings per share increased to ¥1,079.69 from ¥699.12 year-over-year.

• Comprehensive income reached ¥8,249 million, a 43.5% increase year-over-year.

Outlook and guidance

• Full-year net sales forecast revised upward to ¥530,000 million, a 25.7% increase year-over-year.

• Operating profit forecast raised to ¥15,500 million (up 52.4%), with net profit expected at ¥8,000 million (up 43.2%).

• Dividend forecast increased to ¥430 per share for the year ending March 31, 2026.