ROHM Co., Ltd.

2026/08/05 Updated
Market Cap: $11.1B (¥1.7T)
Stock Price: $28.69 (¥4,525)
Exchange Rate: 1 USD = ¥157.73

Performance Explanation FY2026 Q1

FY2026 Q1 results show net sales of 135.7 billion yen, YoY +16.8%, QoQ +21.6%. By segment, growth contributions from Automotive, Industrial, Consumer, Communications, and C&S are observed, with inventories and production planning as points of focus. Inventory trends and seasonality are expected to impact performance.

Importance:
Page Updated: August 5, 2026
IR Disclosure Date: August 5, 2026

Key Figures

  • Net sales: 1,357 (hundred million yen)
  • YoY: +16.8%
  • QoQ: +21.6%

AI要約

Overview of the results

FY2026 Q1 results show net sales of 13,570 hundred million yen, with YoY growth of 16.8%. QoQ deliveries increased by 21.6%. Growth was led by contributions from segments such as LSI, semiconductor devices, and modules. Attention is drawn to cost items including manufacturing cost and inventory effects.

Outlook and factors

Future performance will be influenced by inventory movements and compression progress, raw material impacts, and the expansion of the SiC business. Looking ahead, demand trends in FA and information engineering, hiring for AI servers, and recovery of IoT/automotive-related demand are important.

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.

ROHM CO., LTD.

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