Daitron (7609) Q2 2026 earnings summary

Executive summary

• Strong Q2 and H1 FY2026 results driven by robust investments in generative AI, semiconductor manufacturing equipment, and data center equipment, with significant sales in components for manufacturing equipment.

• Growth supported by domestic investments in reclaimed wafer manufacturing equipment and steady overseas operations, alongside successful execution of the 11th Medium-Term Business Plan.

Financial highlights

• Q2 FY2026: net sales ¥29,363 million (+15.2% YoY), gross profit ¥6,368 million (+16.5% YoY), operating income ¥2,580 million (+19.8% YoY), net income ¥1,815 million (+20.0% YoY).

• H1 FY2026: net sales ¥59,702 million (+22.2% YoY), operating income ¥5,045 million (+35.5% YoY), net income ¥3,556 million (+39.2% YoY), gross profit ¥12,548 million, comprehensive income ¥5,028 million (+117.5% YoY).

• Gross profit ratio improved to 21.7% (+0.3pt YoY); operating income ratio rose to 8.8% (+0.4pt YoY).

• Basic net income per share was ¥168.83, reflecting a two-for-one stock split effective January 1, 2026.

Outlook and guidance

• FY2026 full-year forecast: net sales ¥118,000 million (+14.4% YoY), operating income ¥9,000 million (+28.4% YoY), net income ¥6,300 million (+28.0% YoY).

• Dividend forecast for 2026 set at ¥120 per share post-split, with potential for further revision.

• Orders and order backlog remain high, supported by robust demand in key segments.