The earnings call presented a mixed picture with notable gains in the FT segment and strong equity ratio but was marred by declines in operating income, challenges in the SPE segment, and negative cash flow. The company's commitment to innovation and cutting-edge technology is a positive, but financial struggles, particularly in the SPE and PE segments, weigh heavily.

Company Guidance -

Q2 2026

During the Q1 financial results briefing for the fiscal year ending March 31, 2026, SCREEN Holdings Co., Ltd. provided comprehensive guidance on their financial metrics. Net sales increased by 1.2% year-over-year to JPY135.7 billion, while operating income decreased by 12.2% to JPY24.3 billion, resulting in an operating margin of 18%. Ordinary income and net income were reported at JPY24.5 billion and JPY16.6 billion, respectively. The equity ratio stood at 64.5% due to a compressed balance sheet. The company's SPE segment experienced a year-over-year decline in both sales and profits, with sales totaling JPY109.5 billion and an operating margin of 23.5%. Conversely, the FT segment showed significant recovery, with net sales of JPY9.9 billion, up JPY4.7 billion, and an operating income of JPY1 billion. GA's net sales rose to JPY12.9 billion, but operating income decreased due to foreign exchange impacts. On a regional basis, sales were primarily driven by China (34%), Taiwan (29%), and Japan (15%). The company maintained their full-year forecast with net sales projected at JPY621 billion and operating income at JPY117 billion. Additionally, they are focused on strategic investments, particularly in R&D and advanced packaging, with a budget of JPY38 billion for R&D, JPY28 billion for capital investment, and JPY15 billion for depreciation.

FT Segment Growth

The FT segment reported a significant increase in both sales and income compared to the same period of the previous year, with net sales increasing by JPY4.7 billion and operating income by JPY1.3 billion.

Strong Equity Ratio

The balance sheet has been compressed, resulting in an equity ratio of 64.5%.

OLED Investment Surge

FT's net sales are driven by increased sales of OLED equipment, contributing to the segment's recovery.

Stable Recurring GA Business

GA segment showed stability despite the US tariff impact, with efforts to improve profitability continuing.

Commitment to Cutting-Edge Technology

Continued investment in advanced semiconductor packaging and launching new equipment like Lemotia and LeVina.

SCREEN Holdings Co (JP:7735) 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:7735 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2026 (Q2)	263.50 / -	211.89	―	―	―
Jul 25, 2025	2026 (Q1)	238.12 / 176.52	187.62	-5.92% (-11.10)
May 09, 2025	2025 (Q4)	246.25 / 308.84	267.693	15.37% (+41.15)
Jan 31, 2025	2025 (Q3)	213.03 / 315.19	192.42	63.80% (+122.77)
Oct 31, 2024	2025 (Q2)	224.15 / 211.89	178.41	18.77% (+33.48)		―
Jul 26, 2024	2025 (Q1)	200.21 / 187.62	99.43	88.70% (+88.19)
May 09, 2024	2024 (Q4)	217.84 / 267.69	165.045	62.19% (+102.65)		―
Jan 31, 2024	2024 (Q3)	182.19 / 192.42	128.02	50.30% (+64.40)		―
Oct 31, 2023	2024 (Q2)	143.42 / 178.41	143.26	24.54% (+35.15)		―
Jul 28, 2023	2024 (Q1)	125.00 / 99.43	171.78	-42.12% (-72.35)		―

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:7735 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 25, 2025	¥12290.00	¥12220.00	-0.57%
May 09, 2025	¥9857.00	¥10070.00	+2.16%
Jan 31, 2025	¥10657.67	¥10756.13	+0.92%
Oct 31, 2024	¥10047.25	¥9874.96	-1.71%

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 (JP:7735) report earnings?

SCREEN Holdings Co Ltd (JP:7735) is schdueled to report earning on Oct 29, 2025, TBA (Confirmed).

What is SCREEN Holdings Co Ltd (JP:7735) earnings time?

SCREEN Holdings Co Ltd (JP:7735) earnings time is at Oct 29, 2025, 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 the P/E ratio of SCREEN Holdings Co Ltd stock?

The P/E ratio of SCREEN Holdings Co is N/A.

What is JP:7735 EPS forecast?

JP:7735 EPS forecast for the fiscal quarter 2026 (Q2) is 263.51.

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