Japan · Delayed Price · Currency is JPY SCREEN Holdings Earnings Call Transcripts
Fiscal Year 2026
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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 remains unchanged with expected recovery in the second half. AI-driven demand and memory investments are set to drive growth, while strategic investments and cost pass-through efforts support 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 Q3 results driven by SPE segment and strong Chinese demand, with full-year forecasts and dividends revised upward. Regulatory risks and accelerated shipments to China may impact future profitability, but investments in R&D and capacity continue.
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Record Q1 sales and profits led to upward revisions in full-year forecasts and dividends. SPE segment remains the main growth driver, with robust demand in China but a gradual shift expected. Strategic investments continue, and AI-related demand is boosting the semiconductor market.