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Edge14 Aug 2026
Deutsche Qualität: The Story of Birkenstock
From an 18th-century German shoemaker to a global footwear brand, how Birkenstock turned an orthopedic insole into the world's most popular sandal.
Disco
Disco (6146) investor relations material
Disco Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary23 Jul, 2026
Executive summary
Net sales for FY2026 1Q reached ¥114.3B, up 27.1% year-over-year, with operating income up 42.2% to ¥49,033 million and net income up 44.0% to ¥34.2B.
Comprehensive income increased 49.6% year-over-year to ¥35,196 million.
Overseas sales accounted for 90.8% of total sales in FY2026 1Q.
Shipment volume hit a record high of ¥135.9B.
Financial highlights
Gross profit margin improved to 71.4%, up year-over-year.
Operating income margin was 42.9%, ordinary income margin 42.4%, and net income margin 29.9%.
Precision processing tool (consumable) sales reached a record high due to higher facility operation rates and favorable exchange rates.
Net income per share rose to ¥315.51 from ¥219.23 year-over-year.
Outlook and guidance
FY2026 2Q net sales forecasted at ¥128.5B, operating income at ¥55.9B, and net income at ¥39.6B.
FY2026 first-half consolidated net sales forecast is ¥242,800 million, up 24.8% year-over-year.
Dividend forecast for FY2026 is revised to ¥505.00 per share annually.
Assumed exchange rates: 1 USD = ¥159, 1 EUR = ¥182.
Explain the 46% surge in contract liabilities
Drivers for shipment value exceeding net sales
Reason for 22% rise in finished goods inventory
Partial view of Summaries dataset, powered by Quartr API
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Latest events from Disco
- Sixth consecutive year of record sales and profits, fueled by generative AI and semiconductor demand.6146
Q4 2025 - Record shipments and profit growth led to higher forecasts and dividends, fueled by AI demand.6146Q3 2025
- Strong 2Q FY2025 growth with robust margins, higher dividends, and solid overseas sales.6146Q2 2025
- IC equipment demand for generative AI drove year-over-year growth and positive outlook.6146Q1 2025
- Record sales and profits led to upward revisions in forecasts and dividends.6146Q2 2024
- Q1 FY2024 net income jumped 87% on 53% higher sales, led by generative AI equipment demand.6146Q1 2024
- Record profits and major investments signal robust growth amid industry uncertainty.6146Q4 2024
- Record growth and upward forecast revisions driven by strong generative AI IC demand.6146Q3 2024
Next Disco earnings date
Q2 202722 Oct, 2026
Disco
Next Disco earnings date
Q2 202722 Oct, 2026
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Amina0781App Store
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@theshortbearx.com
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