Kohoku Kogyo CO.,LTD. Revises FY2026 Earnings Forecast Upward Across All Metrics

Kohoku Kogyo CO.,LTD. (TSE:6524) has raised its consolidated earnings guidance for the fiscal year ending December 2026, citing stronger-than-expected mid-term results and improved demand visibility in both core business segments.

ItemBeforeAfterChange
RevenueJPY 19.6bnJPY 22.2bn+13.4%
Operating ProfitJPY 5.40bnJPY 6.75bn+25.0%
Ordinary IncomeJPY 5.25bnJPY 6.89bn+31.3%
親会社株主に帰属する当期純利益JPY 3.54bnJPY 4.62bn+30.6%
１株当たり当期純利益JPY 136.51/shareJPY 178.29/share+JPY 41.78/share

The company attributed the upward revision to outperformance in its interim consolidated results and strengthened demand forecasts. In its lead-terminal business, capacitor demand from AI servers has remained robust. The optical components and devices segment is benefiting from increased orders for long-distance submarine cable projects, with revenue gains expected from multi-core cable expansion and new product launches alongside production efficiency improvements. The company assumes a USD/JPY exchange rate of 160 for the second half of the fiscal year.

The revisions signal accelerating growth momentum, with profit metrics climbing 25–31 percent year-on-year. Ordinary income (keijo rieki), a Japan-specific metric encompassing operating profit plus non-operating items, rose 31.3 percent to JPY 6.89bn. Net profit attributable to parent shareholders increased 30.6 percent to JPY 4.62bn, reflecting strong operational leverage across both segments. These gains underscore the company’s positioning in high-growth markets including AI infrastructure and submarine telecommunications.

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.