The earnings call reflects a challenging financial outlook with projected losses in Q3 due to increased depreciation and high customer inventory levels. While there are positive signs in AI-driven segments, structural changes in the market, particularly in China, and potential tariffs pose significant challenges.

Company Guidance

During the Q2 2025 earnings call, guidance was provided for Q3 2025, highlighting expectations of an operating loss of JPY3.5 billion, ordinary losses of JPY6 billion, and net losses attributable to owners of the parent of JPY5.5 billion. The anticipated losses are largely attributed to a JPY3.4 billion increase in depreciation and a negative impact of JPY0.7 billion due to a stronger yen. Sales for Q3 are projected to remain largely unchanged quarter-over-quarter at JPY101 billion. In terms of dividends, an interim dividend has been set at JPY10 per share, while the fiscal year-end dividend level remains undetermined. The guidance also addressed ongoing challenges in the semiconductor market, with a decline in demand for 200-millimeter wafers due to structural market changes and geopolitical factors, while 300-millimeter wafers saw a rebound driven by inventory adjustments rather than real demand. The company expressed commitment to maintaining financial discipline amidst these challenges, with an emphasis on navigating depreciation impacts and market dynamics effectively.

Slight Sales Increase

Q2 sales were JPY102.9 billion, slightly ahead of plan, and H1 sales were JPY205.3 billion, up JPY7.1 billion YoY.

Positive Operating Profit in Q2

Operating profit for Q2 was JPY1.5 billion, exceeding the forecast of breakeven.

AI-Driven Growth

Strong growth projected for AI-related segments, with logic-use wafers for 7-nanometer and lower growing at an annual rate of around 16%.

SUMCO Corporation (JP:3436) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

JP:3436 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	-4.35 / -	10.43	―	―	―
Aug 07, 2025	2025 (Q2)	-2.08 / 0.10	21.61	-99.54% (-21.51)	―	―
May 08, 2025	2025 (Q1)	5.22 / 8.71	14.46	-39.76% (-5.75)	―	―
Feb 07, 2025	2024 (Q4)	11.03 / 10.34	14.132	-26.83% (-3.79)	―	―
Nov 08, 2024	2024 (Q3)	16.30 / 10.43	26.6	-60.79% (-16.17)	―	―
Aug 07, 2024	2024 (Q2)	24.54 / 21.61	34.16	-36.74% (-12.55)	―	―
May 09, 2024	2024 (Q1)	13.02 / 14.46	107.66	-86.57% (-93.20)	―	―
Feb 14, 2024	2023 (Q4)	13.82 / 14.13	53.101	-73.39% (-38.97)	―	―
Nov 08, 2023	2023 (Q3)	22.16 / 26.60	58.45	-54.49% (-31.85)	―	―
Aug 08, 2023	2023 (Q2)	34.25 / 34.16	46.04	-25.80% (-11.88)	―	―

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

JP:3436 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	¥1199.50	¥1210.00	+0.88%
May 08, 2025	¥964.52	¥985.23	+2.15%
Feb 07, 2025	¥1137.26	¥1146.18	+0.78%
Nov 08, 2024	¥1482.87	¥1460.69	-1.50%

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 SUMCO Corporation (JP:3436) report earnings?

SUMCO Corporation (JP:3436) is schdueled to report earning on Nov 05, 2025, Before Open (Confirmed).

What is SUMCO Corporation (JP:3436) earnings time?

SUMCO Corporation (JP:3436) earnings time is at Nov 05, 2025, Before Open (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 the P/E ratio of SUMCO Corporation stock?

The P/E ratio of SUMCO Corporation is N/A.

What is JP:3436 EPS forecast?

JP:3436 EPS forecast for the fiscal quarter 2025 (Q3) is -4.35.

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