HOYA (7741) Q4 2026 earnings summary

Executive summary

• Consolidated revenue and operating profit reached historical highs in Q4 FY25, driven by strong demand in the Information Technology business.

• Full-year performance was supported by robust IT business (mask blanks, HDD substrates) and growth in the Imaging and Life Care segments.

Financial highlights

• Q4 FY25 revenue: ¥248.1bn, up 15% year-over-year (CC +9%).

• Q4 operating profit: ¥74.7bn, up 14% year-over-year (CC +10%).

• Q4 pretax profit: ¥76.6bn, up 15% year-over-year (CC +12%).

• Full-year FY25 revenue: ¥947.7bn, up 9% (CC +8%). Operating profit: ¥285.2bn, up 12% (CC +11%). Pretax profit: ¥327.7bn, up 26% (CC +26%).

Outlook and guidance

• FY26 targets stable growth in eyeglass lenses via high-value-added products and expansion in progressive lenses.

• Plans to expand sales of ATIOLS and stabilize supply in IOLS segment.

• Focus on expanding high-value-added masks in FPD and non-digital camera segments in Imaging.

• Continued investment in production capacity for EUV blanks and HDD substrates.