Tazmo Co., Ltd. Revises H1 2026 Earnings Forecast Down 94%
Tazmo Co., Ltd. (TSE:6266), a semiconductor equipment manufacturer, has revised its interim earnings forecast for the six months ending June 30, 2026, citing inspection delays and cost overruns on shipped equipment.
| Item | Before | After | Change | Change % |
|---|---|---|---|---|
| Revenue | JPY 15.6bn | JPY 12.7bn | △JPY 2.9bn | △18.5% |
| Operating Profit | JPY 0.9bn | JPY 0.1bn | △JPY 0.8bn | △86.2% |
| Ordinary Income | JPY 0.8bn | JPY 0.3bn | △JPY 0.5bn | △66.3% |
| Net Profit | JPY 0.6bn | JPY 35M | △JPY 0.6bn | △94.0% |
| EPS | JPY 40.96/share | JPY 2.48/share | △JPY 38.48/share | △93.9% |
The company attributed the downward revision to prolonged customer inspection processes for advanced packaging semiconductor manufacturing equipment, combined with newly identified cost increases on certain units. Tazmo noted that shipped equipment has experienced delayed acceptance, reducing interim-period revenue recognition. Additionally, evaluation write-downs on equipment undergoing extended inspection and cost overruns on units with identified manufacturing issues have pressured profitability.
The revision underscores execution challenges in Tazmo’s core advanced packaging equipment business. While the company has not adjusted its full-year earnings guidance, the sharp 94% decline in interim net profit signals near-term operational headwinds. Investors should monitor whether inspection delays persist into the second half and whether cost management improves on future shipments. The ordinary income (keijo rieki)—a Japan-specific metric including non-operating items—fell 66%, indicating broader margin compression beyond core operations.
Source: Original filing (TDnet) | 日本語版
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