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ROHM (6963) investor relations material
ROHM Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for 3Q FY2025 reached ¥125.2 billion, up 11.2% YoY but down 2.1% QoQ, driven by automotive and industrial markets, while consumer and communication segments declined sequentially.
Net sales for the nine months ended December 31, 2025 rose 7.2% YoY to ¥369,515 million, driven by strong consumer product and automotive market demand.
Operating profit for 3Q FY2025 was ¥2.0 billion, a 72.5% decrease sequentially, impacted by higher variable costs and temporary SiC quality assurance costs.
Operating profit for the nine months reached ¥9,703 million, reversing a prior-year loss, due to higher sales and reduced fixed costs from structural reforms.
Net profit was ¥4.5 billion in 3Q FY2025, down 38.7% sequentially, but a turnaround from a loss YoY due to sales recovery and fixed cost reductions.
Financial highlights
3Q FY2025 net sales: ¥125.2 billion (+11.2% YoY, -2.1% QoQ).
Nine-month net sales: ¥369,515 million (+7.2% YoY).
Operating profit: ¥2.0 billion (1.6% margin) for 3Q FY2025; ¥9,703 million for nine months.
Full-year revised sales plan: ¥480.0 billion (+7.0% YoY, +4.3% vs. previous plan).
Benefited from favorable exchange rates and accounting changes, but profit increase limited by SiC quality costs and inventory write-downs.
Outlook and guidance
Full-year net sales forecast for FY2026 is ¥480,000 million, up 7.0% from the previous year.
Operating profit projected at ¥6,000 million, ordinary profit at ¥11,000 million, and profit attributable to owners of parent at ¥10,000 million.
Sales forecast for FY2025 revised upward by ¥20 billion due to favorable exchange rates.
Quality assurance costs in the SiC power device business are expected to be temporary, with improvement anticipated in the next fiscal year.
Dividend forecast remains unchanged at ¥50.00 per share for the year.
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