Kohoku Kogyo CO.,LTD.
Notice Regarding Revision of Full-Year Earnings Forecast
Full-year consolidated earnings forecast for the fiscal year ending December 2026 revised to: net sales of 22,238 million yen, operating income of 6,754 million yen, ordinary income of 6,888 million yen, and net income attributable to owners of the parent of 4,618 million yen. Compared with the previous forecast, net sales up by 13.4%, operating income up by 25.0%, ordinary income up by 31.3%, and net income per share up by 41.4 yen. In the second half, gains are expected from AI server components demand and increased orders for long-distance submarine cable projects. Also contributing are new products related to submarine cable multichannelization and productivity improvements. Assumes an exchange rate of 160 yen per 1 USD. Prior-year results refer to the year ended December 2025.
Key Figures
- Net Sales: 22,238 百万円
- Operating Income: 6,754 百万円
- Ordinary Income: 6,888 百万円
AI要約
Summary of Earnings Forecast Revisions
The company revises its full-year earnings forecast for the fiscal year ending December 2026 upward, following better-than-expected results in the mid-term consolidated period in the lead frame terminal and optical components businesses. The forecast now envisions net sales of 22,238 million yen, operating income of 6,754 million yen, ordinary income of 6,888 million yen, and net income attributable to owners of the parent of 4,618 million yen, representing increases of 13.4%, 25.0%, 31.3%, and 30.6% respectively from the previous forecast. In the second half, an improvement in demand for AI server capacitors and higher orders for long-distance submarine cable projects are expected to contribute, along with contributions from new products due to submarine cable multichannelization and productivity improvements. The forecast is prepared on the assumption of an exchange rate of 1 USD = 160 yen.
Outlook and Risks
The outlook for the second half may be affected by the currency assumption, and could vary depending on trends in AI server market demand and the progress of submarine cable projects. Note that this forecast is prepared based on available information and actual results may be revised due to various factors going forward.
Hokuhou Industrial Co., Ltd.
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