Fuji Corporation (6134) Q1 2027 earnings summary

Executive summary

• Record-high quarterly results driven by strong AI server, semiconductor, smartphone, and automotive demand, with Robotic Solutions and expansion into new business areas as key contributors.

• Orders, net sales, and profits all reached new highs for the quarter, with operating profit up 192.6% YoY to ¥15,212M and profit attributable to owners up 122.1% YoY to ¥12,622M.

• Comprehensive NXTR strategy and favorable regional mix contributed to performance.

• Comprehensive income grew 343.4% YoY to ¥14,924M.

Financial highlights

• Q1 FY3/27 orders: ¥85,784M (+96.6% YoY); net sales: ¥60,597M (+45.9% YoY); operating profit: ¥15,212M (+192.6% YoY).

• Gross profit for Q1 FY2026 was ¥25,164M, up from ¥13,730M in the prior year; SG&A expenses rose by ¥1,421M.

• EPS for Q1 FY2026 was ¥143.58, compared to ¥64.45 in Q1 FY2025.

• Total assets as of June 30, 2026: ¥291,203M (+¥12,846M from March 31, 2026); net assets rose to ¥242,972M, equity ratio 83.4%.

Outlook and guidance

• Full-year forecast revised upward: net sales expected at ¥244,000M (+35.1% YoY), operating profit at ¥60,000M (+104.9% YoY), profit attributable to owners at ¥44,000M (+179.7% YoY), and EPS at ¥500.50.

• Mounter market expected to remain strong, led by AI server applications.

• Robotic Solutions segment forecast: net sales ¥233,000M (+38.1% YoY).