Disco Corporation

Disco's first quarter of the fiscal year ending March 2027 saw revenue of 114.308 billion yen, up 27.1% year on year, and operating profit of 49.033 billion yen, up 42.2%, beating company forecasts. Shipments rose from 121.664 billion yen in the previous quarter to 135.906 billion yen, helped by demand for generative AI and advanced packaging. Rakuten Securities raised its earnings forecast for the fiscal year ending March 2028 and maintained its target price for the next six to twelve months at 88,000 yen.

Green Energy & Company has received an additional order from Erex for the construction of a grid storage battery system. Disco reported a 32% increase in first-half ordinary profit, achieving record earnings for the third consecutive term, and raised its previously undecided first-half dividend by 42 yen. K&O Energy Group introduced a shareholder benefit program, granting electronic gifts worth 500 to 24,000 yen depending on the number of shares held and the holding period, to shareholders who continuously hold 100 shares or more for at least one year as of the end of December each year. Eole announced a strategic collaboration with Castrol and Woodman for the joint development and market deployment of next-generation liquid cooling and immersion cooling solutions for AI data centers, planning to start sales of an immersion cooling solution equipped with the latest NVIDIA AI inference GPU in August and begin delivery to a data center in September. Meanwhile, Hove has been decided to be delisted effective January 1, 2027, and B-R 31 Ice Cream reported a 9% decline in first-half ordinary profit, with the April-June quarter also down 16%.

Semiconductor equipment maker Disco announced on the 23rd that it expects consolidated net profit for the April–September half of 2026 to rise 32.0 percent year-on-year to 73.8 billion yen. Sales of semiconductor manufacturing equipment for artificial intelligence are driving performance, with revenue projected to increase 24.8 percent to 242.8 billion yen and operating profit to climb 33.0 percent to 104.9 billion yen. The interim dividend will be 171 yen, up 42 yen from the same period a year earlier. For the April–June quarter of 2026, also reported on the 23rd, net profit rose 44.0 percent year-on-year to 34.2 billion yen, revenue grew 27.1 percent to 114.3 billion yen, and operating profit increased 42.2 percent to 49.0 billion yen.

Disco announced on July 23 that its consolidated recurring profit for the first quarter of the fiscal year ending March 2027 rose 42.5% year-on-year to 48.4 billion yen. The company also released its previously undisclosed first-half earnings forecast, projecting a 31.9% increase in consolidated recurring profit to 104.8 billion yen, which would mark a third straight record high for the first half. Reflecting the strong performance, Disco set its interim dividend for the current fiscal year at 171 yen, up from 129 yen a year earlier, an increase of 42 yen. The year-end dividend remains undecided. The operating profit margin for the first quarter rose to 42.9%, compared with 38.3% in the same period last year.

Semiconductor equipment maker Disco announced on the 6th that its standalone shipments for the April–June quarter of 2026 reached 116.5 billion yen, up 25.3 percent year on year and 18.7 percent quarter on quarter, marking a record high for any quarter. Shipments of precision processing equipment and precision processing tools grew, led by demand for generative AI. Standalone revenue for the same period was 95 billion yen, achieving 110 percent of its standalone forecast of 86.4 billion yen. The company plans to release its first-quarter results for the fiscal year ending March 2027 on the 23rd.