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Sumco Corporation (SUOPY)
OTHER OTC:SUOPY
US Market

Sumco (SUOPY) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 07, 2026
TBA (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
Last Year’s EPS
0.11
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 10, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call presents a mixed picture: operational and cash-generation strengths (stable EBITDA, JPY 100b operating cash flow, material CapEx reduction, full-year operating profit) and clear execution/market headwinds (Q4 and full-year net losses, sharply higher depreciation, product-mix pressure, structural 200mm decline, legacy inventory overhang and near-term guidance for Q1 losses). Management is constructive on longer-term AI-driven demand and leading-edge positioning but warns of near-term inventory normalization and NAND capacity lag.
Company Guidance
Management guided Q1 with sales of JPY 100.0 billion, an operating loss of JPY 6.0 billion, an ordinary loss of JPY 10.0 billion and a net loss attributable to owners of the parent of JPY 10.0 billion, assuming FX of JPY 155/USD; they said Q1 operating losses widen JPY 1.5 billion Q‑on‑Q (sales down from JPY 105.2b to JPY 100.0b), driven by periodic plant maintenance and one‑off maintenance costs, costs rising JPY 2.1 billion Q‑on‑Q and depreciation declining JPY 4.3 billion Q‑on‑Q. For the full year ended Dec‑2025 they reported sales JPY 409.6 billion, operating profit JPY 1.3 billion, ordinary loss JPY 3.8 billion, net loss attributable JPY 11.7 billion, EBITDA JPY 112.4 billion, total CapEx JPY 79.9 billion (down from JPY 214.9b in 2024), depreciation JPY 115.6 billion (up JPY 36.7b YoY) and free cash flow negative JPY 11.4 billion after operating cash flow JPY 100.0 billion and investing outflow JPY 111.4 billion; balance sheet metrics include total assets JPY 1,127.9 billion, liabilities JPY 480.2 billion, equity‑to‑asset ratio 51.3% and gross D/E 0.61x, and the board set a fiscal year‑end dividend of JPY 10 per share. Management expects structural declines in 200‑mm (‑21% in 2023, ‑13% in 2024, ‑4% in 2025) but recovery in 300‑mm (‑11% in 2023, +2% in 2024, +9% in 2025), forecasts wafer consumption to grow from this year into next as NAND/DRAM capacity ramps (DRAM AI demand ~500–600k wafers/month today rising to ~1.5m over 3–4 years, NAND inference demand ~200k wafers/month), and said customer capacity additions will take ~12 months with leading‑edge wafer increases expected in H2 when the new plant comes online.
Beat on Q4 Sales and Forecast
Q4 sales of JPY 105.2 billion, up JPY 6.1 billion Q-on-Q (≈+6.2% from JPY 99.1b). Sales overshot forecast by JPY 5.0 billion due to late arrival of goods and positive FX.
Full-Year Operating Profit and EBITDA Resilience
Full-year sales of JPY 409.6 billion with operating profit of JPY 1.3 billion (in the black on an annual basis). EBITDA for the year was JPY 112.4 billion and largely unchanged YoY, demonstrating cash-earnings resilience.
Strong Operating Cash Flow
Operating cash flow for the year was positive JPY 100.0 billion, enabling the company to fund investments and maintain liquidity despite reported losses.
Material CapEx Reduction
Total CapEx fell to JPY 79.9 billion in 2025 from JPY 214.9 billion in 2024, a YoY reduction of JPY 135.0 billion (≈-62.8%), lowering near-term cash investment requirements.
Balance Sheet and Capital Metrics Stable
Total assets JPY 1,127.9 billion (down JPY 44.7b), liabilities JPY 480.2 billion (down JPY 35.2b). Equity-to-asset ratio remained healthy at 51.3% and gross D/E ratio was 0.61x.
Operational Wins and Customer Recognition
Leading-edge 300mm products highly rated by customers; company has received TSMC recognition for 12 consecutive years. Management highlights modernization plans and new plant capacity to meet leading-edge demand.
Maintained Dividend Policy
Despite a loss periods, fiscal year-end dividend set at JPY 10 per share, reflecting free cash flow considerations, cash position and significant retained earnings.

Sumco (SUOPY) 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

SUOPY Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 07, 2026
2026 (Q1)
- / -
0.114
Feb 10, 2026
2025 (Q4)
- / -0.40
0.136-393.38% (-0.54)
Nov 11, 2025
2025 (Q3)
- / -0.16
0.14-212.86% (-0.30)
Aug 07, 2025
2025 (Q2)
- / <0.01
0.278-99.64% (-0.28)
May 08, 2025
2025 (Q1)
- / 0.11
0.195-41.54% (-0.08)
Feb 07, 2025
2024 (Q4)
- / 0.14
0.191-28.80% (-0.05)
Nov 08, 2024
2024 (Q3)
- / 0.14
0.368-61.96% (-0.23)
Aug 07, 2024
2024 (Q2)
- / 0.28
0.497-44.06% (-0.22)
May 09, 2024
2024 (Q1)
- / 0.20
1.626-88.01% (-1.43)
Feb 14, 2024
2023 (Q4)
- / 0.19
0.743-74.29% (-0.55)
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

SUOPY Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 10, 2026
$21.74$22.88+5.24%
Nov 11, 2025
$19.16$19.13-0.16%
Aug 07, 2025
$16.28$16.41+0.79%
May 08, 2025
$13.58$13.71+0.92%
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 (SUOPY) report earnings?
Sumco Corporation (SUOPY) is schdueled to report earning on May 07, 2026, TBA (Confirmed).
    What is Sumco Corporation (SUOPY) earnings time?
    Sumco Corporation (SUOPY) earnings time is at May 07, 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 SUOPY EPS forecast?
          Currently, no data Available