Disco Corporation
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For the first quarter of the fiscal year ending March 2027 (fiscal year 2026), individual sales were 95.0 billion yen and shipments were 116.5 billion yen. Sales increased 26.0% YoY, QoQ was -9.4%. The official earnings release is planned for July 23. Note that the速報 disclosure is provisional before audit and may differ from final figures.
Key Figures
- Individual sales: 950 (hundred million yen)
- Shipment value: 1,165 (hundred million yen)
- Full-year sales: 3,538 (hundred million yen)
AI要約
Overview of performance
_on a速報値 basis_, for the first quarter of the fiscal year ending March 2027, individual sales were 95.0 billion yen and shipments were 116.5 billion yen. Sales rose 26.0% YoY, but comparisons with the latest forecast are not confirmed due to the provisional nature of the速報値. Shipments rose 25.3% YoY and 18.7% QoQ, driven mainly by increased demand for generative AI-related applications and higher shipments of precision processing equipment and tools. The earnings release is scheduled for July 23, and readers should note that these are provisional figures before audit.
Outlook and IR considerations
As the first-quarter figures reflect timing differences between shipments and revenue recognition due to market dynamics, shipments are disclosed as参考情報. The formal earnings will be revised after audit, and attention should be paid to quarterly trends, segment movements, and the full-year outlook. The final earnings guidance is expected to be reiterated at the July 23 earnings release.
Disco
Company overview · Stock price · Financial data · All IR
