Disco Corporation
Notice Regarding Preliminary Figures for Individual Sales and Shipment Amounts for Q3 Fiscal Year Ending March 2026
Individual sales for Q3 fiscal year ending March 2026 reached 248.9 billion yen, achieving 105.9% of the earnings guidance. Shipments increased 16.3% QoQ to 90.1 billion yen, driven by increased demand for precision processing equipment related to generative AI.
Key Figures
- Individual Sales (Cumulative Q3): 248.9 billion yen (105.9% of earnings guidance)
- Individual Shipment Amount (Q3): 90.1 billion yen (0.8% decrease YoY, 16.3% increase QoQ)
- Q3 Precision Processing Equipment Shipments: High level driven mainly by generative AI demand
AI要約
Overview of Earnings Update
Individual sales for the cumulative Q3 period of the fiscal year ending March 2026 amounted to 248.9 billion yen, achieving 105.9% of the initial individual earnings guidance of 235 billion yen. Since sales are recorded upon inspection acceptance and may differ from market trends, shipment amounts with higher market correlation are also disclosed. Individual shipments for Q3 totaled 90.1 billion yen, down 0.8% YoY but up 16.3% QoQ. Notably, precision processing equipment remained at a high level mainly driven by demand related to generative AI, and precision processing tools recorded their highest quarterly shipment amount linked to customers' equipment utilization rates.
Outlook and Cautionary Notes
The Q3 earnings announcement is scheduled for January 21, 2026. These preliminary figures are before audit completion and may be subject to change based on auditor comments. Investors should use the preliminary figures as reference information and await the formal financial results announcement.
