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Kokusai Electric
Kokusai Electric (6525) investor relations material
Kokusai Electric Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary12 Feb, 2026
Executive summary
Third quarter and nine-month revenue and profits declined year-on-year and quarter-on-quarter, but results were in line with revised forecasts.
Service revenue increased, driven by upgrade modifications in DRAM, while equipment sales, especially to China, declined.
The semiconductor market is driven by generational shifts and capacity expansion in high-performance Logic and DRAM, with moderate recovery in consumer, auto, and industrial demand.
Orders in Q3 exceeded expectations, with a similar trend expected in Q4.
Full-year forecast and dividend outlook remain unchanged, with production increases planned for FY March 2027.
Financial highlights
Q3 revenue was JPY 55.9 billion, down 7.1% year-on-year and 14.6% quarter-on-quarter; cumulative nine-month revenue was JPY 173.1 billion, down 0.9% year-on-year.
Q3 adjusted operating profit was JPY 11.3 billion, down 18.6% year-on-year; cumulative adjusted operating profit was JPY 36.6 billion, down 17.8% year-on-year.
Service revenue ratio rose to 40% for the cumulative three quarters.
Free cash flow in Q3 was JPY 7.3 billion; operating cash flow exceeded investment outflows.
R&D expenses for Q3 were JPY 4.2 billion (7.4% of revenue); CapEx for the year is forecast to decrease 10% year-on-year.
Outlook and guidance
Full-year earnings and dividend forecasts remain unchanged; Q4 expected to follow Q3 trends.
FY March 2026 revenue forecast is JPY 230.0 billion, down 3.7% year-on-year; adjusted operating profit forecast is JPY 44.4 billion, down 23.1% year-on-year.
Service revenue ratio expected to rise to 39% as upgrade modifications increase.
FY March 2027 revenue growth target revised upward to at least 20%, with WFE market expected to grow 10% in CY26.
Non-China revenue forecast to rise 9% year-on-year; China revenue to fall 20% year-on-year.
Drivers for operating cash flow increase?
Inventory increase rationale given revenue forecast?
Impact of changes in accounting estimates?
WFE CY26 app-specific growth drivers?
FY27 profitability: product mix impact?
GAA sales outlook for FY27?
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Next Kokusai Electric earnings date
Q4 20268 May, 2026
Kokusai Electric
Next Kokusai Electric earnings date
Q4 20268 May, 2026
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Frequently asked questions
Kokusai Electric Corporation is a Tokyo-based company specializing in the development, manufacturing, sales, repair, and maintenance of semiconductor manufacturing equipment on a global scale. The firm's offerings encompass deposition process equipment, treatment process equipment, measuring systems, and ultrasonic generators, alongside the sale of related parts and new and used equipment for wafers. The company is headquartered in Chiyoda-ku, Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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