The earnings call presented a mixed outlook. While there were some positive aspects such as exceeding Q2 revenue expectations and growth in AI-related segments, these were overshadowed by significant challenges, including projected losses for Q3, structural declines in the 200-mm wafer market, high customer inventory levels, and geopolitical uncertainties. The increase in depreciation also posed a major drag on profitability.

Company Guidance

In the Q2 FY2025 results briefing held on August 7, 2025, the company reported sales of JPY102.9 billion, slightly exceeding expectations, and an operating profit (OP) of JPY1.5 billion, compared to a forecast of breakeven. The company projected Q3 sales to remain largely unchanged quarter-on-quarter, with an operating loss of JPY3.5 billion, ordinary losses of JPY6 billion, and net losses attributable to owners of the parent at JPY5.5 billion. A significant factor in these projections is the expected increase in depreciation, which is anticipated to rise by JPY3.4 billion quarter-on-quarter, contributing to a JPY5 billion decline in OP. The interim dividend was set at JPY10 per share, with the fiscal year-end dividend yet to be determined. The company highlighted a shift in the semiconductor market, particularly in the usage of 200-millimeter wafers, which is in decline due to increased local production in China and a structural transition to 300-millimeter wafers. The presentation also noted geopolitical risks and their impact on the market, as well as ongoing efforts to manage inventory levels.

Q2 FY2025 Revenue Exceeds Expectations

Sales reached JPY102.9 billion, slightly ahead of plan due to timing variance related to freight shipments, with operating profit at JPY1.5 billion, surpassing the forecast of breakeven.

Strong AI-related Growth

AI-related segments showed strong positive growth momentum, particularly in logic-use wafers for 7-nanometer and lower, growing at an annual rate of around 16%.

Completion of Major CapEx Program

CapEx significantly declined, reflecting the completion of major greenfield investments, with H1 CapEx at JPY51.9 billion, down from JPY124.7 billion YoY.

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

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SUOPY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	- / -	0.14	―	―	―
Aug 07, 2025	2025 (Q2)	- / <0.01	0.277	-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	0.496	-44.15% (-0.22)
May 09, 2024	2024 (Q1)	- / 0.20	1.626	-88.01% (-1.43)
Feb 14, 2024	2023 (Q4)	- / 0.19	0.744	-74.33% (-0.55)
Nov 08, 2023	2023 (Q3)	- / 0.37	0.845	-56.45% (-0.48)
Aug 08, 2023	2023 (Q2)	- / 0.50	0.709	-30.04% (-0.21)

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
Aug 07, 2025	$16.28	$16.40	+0.74%
May 08, 2025	$13.58	$13.71	+0.96%
Feb 07, 2025	$15.13	$15.28	+0.99%
Nov 08, 2024	$19.66	$19.44	-1.12%

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 Nov 05, 2025, TBA (Confirmed).

What is Sumco Corporation (SUOPY) earnings time?

Sumco Corporation (SUOPY) earnings time is at Nov 05, 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 SUOPY EPS forecast?

Currently, no data Available

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