Tachibana Eletech (8159) Q4 2025 earnings summary

Executive summary

• Revenue decreased 4.7% year-over-year to ¥220,112 million, with operating income down 23.6% and net income attributable to shareholders down 16.8%.

• The FA System and Semiconductor Device segments saw declines, while the Facility segment achieved record sales.

• Overseas sales increased 5.6% year-over-year, now representing 18.0% of total sales.

• Cash and equivalents at year-end rose to ¥20,422 million, up ¥6,384 million from the previous year.

Financial highlights

• Operating income: ¥8,222 million (down 23.6% year-over-year).

• Ordinary income: ¥8,690 million (down 26.9% year-over-year).

• Net income attributable to shareholders: ¥7,046 million (down 16.8% year-over-year).

• EPS: ¥299.74 (down from ¥347.27 year-over-year).

• Dividend per share: ¥100 (unchanged year-over-year).

Outlook and guidance

• FY2026 revenue forecast: ¥225,000 million (+2.2% year-over-year).

• Operating income forecast: ¥7,500 million (–8.8% year-over-year).

• Net income forecast: ¥5,500 million (–21.9% year-over-year), reflecting absence of prior year’s one-time gains.