The earnings call presented a mixed picture with both positive and negative aspects. While there was growth in net sales and significant performance improvements in the FT segment, there were declines in operating income, SPE segment performance, and cash flow, suggesting challenges in maintaining profitability and managing cash effectively.

Company Guidance -

Q2 2026

During the Q1 financial results briefing for the fiscal year ending March 2026, SCREEN Holdings Co., Ltd. provided detailed guidance on various metrics. The company reported net sales of JPY135.7 billion, marking a 1.2% year-over-year increase. However, operating income decreased by 12.2% to JPY24.3 billion, with an operating margin of 18%, down by 2.7% from the previous year. The equity ratio stood at 64.5%. By segment, SPE accounted for 80.7% of sales, with sales of JPY109.5 billion and an operating margin of 23.5% despite a decrease in both sales and profit. FT showed a recovery with net sales of JPY9.9 billion and an operating margin of 10.5%, driven by increased OLED equipment sales. GA and PE segments also displayed mixed results, with GA's sales at JPY12.9 billion but impacted by foreign exchange rates, while PE struggled with negative operating income. The company maintained its full-year forecast with expected net sales of JPY621 billion and an operating income of JPY117 billion. The presentation highlighted regional sales contributions, with China accounting for 34% and Taiwan 29%. The management expressed optimism for future growth, particularly in AI and advanced packaging markets, while acknowledging the challenges posed by market uncertainties and geopolitical factors.

Net Sales Growth

Net sales for Q1 totaled JPY135.7 billion, marking an increase of 1.2% YoY.

FT Segment Performance

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

Equity Ratio Improvement

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

OLED and Equipment Sales Surge

Sales of OLED and other equipment increased significantly, contributing to the positive performance of the FT segment.

R&D and Capital Investment

Continued investment in R&D and capital investment with JPY8.5 billion spent on R&D, JPY4.4 billion on capital investment, and JPY3.4 billion on depreciation and amortization in Q1.

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

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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 (JP:7735) report earnings?

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

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

SCREEN Holdings Co (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 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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