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SCREEN Holdings Co Ltd (DINRF)
OTHER OTC:DINRF
Earnings Data
Report Date
May 13, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
2.22Last Year’s EPS
1.99Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call mixed strong strategic and operational positives (stable balance sheet, maintained guidance and dividends, FT outperformance, significant SPE franchise and targeted margin improvement, strategic M&A and IBM partnership) with meaningful near-term execution and market challenges (first-half revenue/profit decline, project push-outs into the second half, GA/PE weakness, China timing risk and input cost pressures). Management maintained full-year guidance and emphasized confidence in second-half recovery and midterm plans, but several short-term headwinds temper near-term outlook.Company Guidance
Consolidated first-half results (Key metrics)
Net sales JPY 274.2 billion, operating income JPY 46.4 billion (operating margin 16.9%), ordinary income JPY 46.8 billion, net income JPY 31.8 billion. Equity ratio stable at 64.4% and operating cash flow for the first half JPY 30.8 billion.
SPE remains the dominant segment with solid margins
SPE accounted for 78.8% of group sales in the first half with sales JPY 218.5 billion and operating income JPY 48.6 billion (OP margin 22.3%). Management targets improved SPE margin in the second half (around 25%+).
FT (display equipment) strong growth
FT sales rose to JPY 23.5 billion with operating income JPY 3.9 billion and OP margin 16.9% driven by strong OLED equipment demand; full-year FT sales forecast was raised to JPY 40 billion reflecting continued display investment.
Full-year guidance and shareholder returns maintained
Management left full-year consolidated guidance unchanged (net sales JPY 621 billion; operating income JPY 170 billion) and maintained dividends: interim JPY 123, year-end JPY 157, total JPY 280 per share.
Strategic M&A and partnerships to support advanced packaging
Agreement to acquire Nikon's wafer-bonding R&D business (transfer price ~JPY 3 billion this fiscal year) to accelerate low-temperature/hybrid bonding; IBM collaboration expanded for next‑generation EUV cleaning—moves that strengthen advanced packaging roadmap.
Sustained investment in R&D and capex
R&D expense JPY 38 billion, CapEx JPY 28 billion and depreciation JPY 15 billion for the first half — consistent with April guidance and supporting growth investments, especially in SPE/advanced packaging.
Operational preparedness and recognition
Conducted large-scale BCP drill with 260 participants (Nankai Trough scenario) and received the 2025 Porter Prize for strategy/process innovation—positive governance and external validation of strategy execution.
DINRF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DINRF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 30, 2026 | $130.48 | $130.48 | 0.00% |
Oct 31, 2025 | $93.30 | $93.30 | 0.00% |
Jul 25, 2025 | $82.46 | $79.68 | -3.37% |
May 09, 2025 | $67.95 | $67.95 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does SCREEN Holdings Co Ltd (DINRF) report earnings?
SCREEN Holdings Co Ltd (DINRF) is schdueled to report earning on May 13, 2026, TBA (Confirmed).
What is SCREEN Holdings Co Ltd (DINRF) earnings time?
SCREEN Holdings Co Ltd (DINRF) earnings time is at May 13, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DINRF EPS forecast?
DINRF EPS forecast for the fiscal quarter 2026 (Q4) is 2.22.