Japan · Delayed Price · Currency is JPY SCREEN Holdings Earnings Call Transcripts
Fiscal Year 2026
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Sales and operating income declined year-on-year, but SPE order intake hit record highs and remains strong. Investments in capacity, R&D, and advanced packaging are expected to drive future profitability, with robust demand in China and North America.
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FY2026 saw a slight decline in sales and profit but maintained strong margins and record dividends. FY2027 guidance projects robust growth, especially in SPE and advanced packaging, with continued investment in R&D and capacity. Geopolitical and regulatory risks in China are being closely monitored.
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Q3 FY2026 saw sales and profits decline year-on-year but align with expectations, with SPE segment entering recovery and FT showing strong OLED-driven growth. A major China project was deferred, but the full-year outlook and dividend guidance remain unchanged.
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First half sales and profits declined year-on-year due to project delays, but full-year guidance is unchanged with strong FT segment growth and stable financials. AI-driven demand is expected to boost DRAM and foundry investments, while strategic acquisitions and cost pass-through efforts support future profitability.
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Net sales rose 1.2% quarter-over-quarter, but operating income fell 12.2%, with mixed segment results. Full-year guidance is unchanged, and DRAM and AI-related demand are expected to drive growth, while the Chinese market remains a key focus.
Fiscal Year 2025
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Record-high sales and profits were achieved for the fourth consecutive year, led by SBE and strong demand in Asia. FY2026 guidance is conservative due to tariffs and product mix, with a focus on continued investment and leadership transition.
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Record high revenue and profits were achieved, driven by strong SPE and solid GA/FT segments, with China and Taiwan as key growth markets. Full-year guidance was raised, and dividend forecasts hit record highs, though future profitability may be impacted by regulatory risks and business mix shifts.
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Record Q1 sales and profits led to upward revisions in full-year forecasts and dividends. Strong demand in DRAM, logic, and China drove growth, though China’s sales share is expected to decline in the second half. Profitability remains robust despite regional and customer mix shifts.