Notice Regarding Revisions to Earnings Guidance

Earnings trends and revision summary

This document is a notice that, given demand trends in the robot solutions business and other operating areas, earnings guidance may be revised. It indicates that equipment demand for AI servers remains elevated and that North American market trends may continue to affect performance, with a possible adjustment to the outlook for the FY2026 plan. Specific figures or new guidance levels are not fully disclosed in this PDF.

Outlook and considerations going forward

As a background to the revision, fluctuations in demand and customer purchasing cycles are cited, and future operations are expected to require cost management and supply chain stability. To achieve new targets, progress in development investments and expanding the customer base may be key. Attention is required for important events after this document’s publication date (earnings announcements, quarterly reports, timing of earnings releases).