Earnings, deals and disclosures from Japan's listed industrials companies, in English.
Japan's biggest homebuilder now expects ¥266bn in net profit for the year to March 2027, a 17% upgrade from its May forecast, and will raise its dividend to a pre-split ¥178 a share before an October 2-for-1 split, even as last year's one-off pension gain makes the bottom line look smaller on paper.
Nitto Boseki's operating profit jumped 84.8% in the June quarter and the company raised its full-year forecast to ¥30.0bn, crediting demand for specialty glass used in AI servers and semiconductor package substrates.
Okuma's record ¥75.3bn in first-quarter orders, up 38.9% year on year, is feeding through to a full-year profit forecast now 53.8% higher and an annual dividend raised to ¥120 a share from ¥100.
Civil aircraft-engine and defense demand pushed IHI's underlying quarterly operating profit to a record ¥33.1bn, and three separate Tokyo property sales worth ¥40.0bn combined took the reported figure to ¥73.2bn, prompting a ¥10.0bn increase to the full-year profit forecast.
Machine-tool orders at DMG Mori rose 34.8% in the first half on aerospace, defense and semiconductor-equipment demand, prompting the company to raise its full-year operating profit forecast 7.1% to ¥30.0bn and its order target to ¥630.0bn.
Data-centre chiller sales and a semiconductor-chemical rebound lifted Daikin's quarterly operating profit 7.6%, even as US residential air-conditioner demand stayed limited and China's property slump kept HVAC demand thin; full-year guidance and the dividend forecast are unchanged.
Gas-turbine and nuclear orders lifted Mitsubishi Heavy Industries' quarterly business profit 65% to ¥159.6bn, but the group kept its full-year profit and dividend targets unchanged, raising only its order forecast to ¥7.0tn.
A 47% first-half profit beat against its own forecast, driven by a weaker yen and refunded US tariffs, pushed Kubota to raise full-year operating profit guidance by ¥100bn to ¥400bn and announce a ¥40bn share buyback the same day.
Komatsu's quarterly operating profit rose 8% on a weaker yen and firmer pricing, and the equipment maker lifted its full-year sales and profit guidance after cutting its estimated US tariff cost to ¥25.8bn from ¥37.8bn and trimming its assumed Middle East demand losses.
The Aichi ceramics and LED maker lifted its full-year operating profit forecast to ¥33.7bn after its best-ever first quarter, betting that next-generation telecom hardware and a memory-chip rebound will keep two new plant buildings busy.
Faster customer acceptance inspections, not a jump in AI chip orders, drove a 16% profit beat for DISCO in the June quarter, and the Tokyo chip-tool maker used the visibility to raise its interim dividend to ¥171 a share and disclose second-quarter guidance for the first time this year.
Technoflex raised its full-year operating profit guide 50% to ¥6.0bn as clean-energy orders quadrupled and semiconductor-manufacturer sales rose 70%, more than making up for a planned 60% drop in semiconductor-construction orders.
West Holdings' year-old battery storage arm turned ¥8.5bn of sales into ¥3.0bn of operating profit in nine months, covering a delivery slowdown in the company's older non-FIT solar business.
OSG has raised its full-year operating-profit guide by 36% to ¥30bn and lifted its dividend to ¥115 a share, citing a weaker yen and steady demand for cutting tools in India, Germany and the US.
Takeuchi Mfg. passed on less than half of a ¥3.54bn US tariff increase this quarter, cutting operating profit 9.3% even as orders from American rental firms surged 59% and full-year guidance stayed unchanged.
Applied Materials accounted for 21.9% of Rorze's quarterly sales, up from 15.3% a year earlier, as AI-driven memory investment pushed the Hiroshima wafer-handling equipment maker's semiconductor orders up 1.9 times to a record ¥42.0bn. Rorze left its full-year profit guidance, set in April, unchanged.
The number: DISCO's April-June shipments hit a record ¥116.5bn, up 18.7% from the prior quarter, while sales of ¥95.0bn still lagged behind because DISCO only books revenue once customers accept delivery. Generative-AI demand for its wafer-cutting and grinding tools drove the shipment record; full audited results land July 23.
The move: sales guidance for the year to November rose to ¥28.5bn, but the bigger change is profit, with operating profit lifted to ¥1.4bn as electronic components and photomasks held up and costs ran lower than planned.
Bottom line: TONE cut its sales forecast to ¥7.86bn but raised operating profit to ¥1.36bn and the year-end dividend to ¥13 a share, saying higher-value-added products, better production efficiency and cost cuts more than offset weaker demand.
Hinokiya Group, which controls 54.95 per cent of the listed subsidiary and is wholly owned by Yamada Holdings, reported ¥137.17bn of sales, ¥2.81bn of net profit and ¥21.61bn of loans to related companies after moving its year-end to March.
The catch: AKATSUKI EAZIMA lifted its year-end payout to ¥135 a share, but the increase comes entirely from a ¥40 special dividend, while operating profit guidance jumped to ¥1.35bn as cost control improved construction margins.
The move: Tsubakimoto Chain expects a $38mn, roughly ¥6.1bn, dividend from U.S. TSUBAKI HOLDINGS in July, but the gain lands only in standalone non-operating income because consolidated results are unchanged.
The move: Tsubakimoto Chain says a July dividend from U.S. TSUBAKI HOLDINGS will add about ¥6.1bn of non-operating income to the parent company's standalone accounts, while consolidated results remain unchanged.
Sales held near flat at ¥139.26bn, while ordinary income rose to ¥5.97bn and the annual dividend increased to ¥105 a share from ¥90. Higher profit and a fatter payout make for a decent civil-engineering postcard, even if the filing does not spell out the project mix.