Kohoku Kogyo CO.,LTD. Revises H1 2026 Earnings Forecast — Ordinary Income Up 37.8%

Kohoku Kogyo CO.,LTD. (TSE:6524) has raised its interim earnings guidance for the first half of fiscal 2026 ending December 31, 2026, citing strong demand in AI server and submarine cable markets alongside favorable currency tailwinds.

ItemBeforeAfterChange
RevenueJPY 9.28bnJPY 10.0bn+8.1%
Operating ProfitJPY 2.47bnJPY 2.95bn+19.6%
Ordinary IncomeJPY 2.29bnJPY 3.15bn+37.8%
親会社株主に帰属する中間純利益JPY 1.57bnJPY 2.12bn+35.1%
1株当たり中間純利益JPY 60.67/shareJPY 81.96/share+JPY 21.29/share

The company attributed the upward revision to robust performance in its optical components and devices segment, where new submarine cable projects are driving adoption of new products. The lead terminals business, though facing continued weakness in automotive markets, benefited from accelerating demand in AI server and data center applications. Material cost inflation was offset by price increases and production efficiency gains. An unexpectedly weaker yen than initially forecast provided additional tailwinds to both revenue and operating profit, while foreign exchange gains are expected in non-operating income.

The significant 37.8% jump in ordinary income (keijo rieki)—a Japan-specific profit metric that includes non-operating items—signals material upside from currency movements and financial income. Full-year guidance will be disclosed at the company’s earnings announcement on August 6. The revision demonstrates exposure to secular growth in cloud infrastructure while highlighting currency sensitivity for export-oriented manufacturers.

Source: Original filing (TDnet) | 日本語版

This article is for informational purposes only and does not constitute investment advice. Always verify against the original filing.