Earnings, deals and disclosures from Japan's listed industrials companies, in English.
Net profit at the Tokyo-listed builder jumped 182% in the June quarter as margins improved on domestic construction work and property sales volumes rose, though management left its full-year profit guidance unchanged at a projected 14.8% decline.
SUMCO's shipments of large 300mm silicon wafers rose on AI and data-center demand, yet the chipmaker still posted a ¥12.9bn net loss for the six months to June, with breakeven not expected before the third quarter.
Orders at facilities contractor Hibiya Engineering jumped 235.8% to ¥56.1bn in the quarter to June as data-center fit-out contracts piled up, even though reported sales fell 6.5% because that work has not yet been billed.
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.
An earthquake in Kumamoto Prefecture forced Tokai Carbon to halt nearly all running equipment at the plant that supplies isotropic graphite to chipmakers and solar cell producers, though the company reports no injuries, structural damage or fires so far and is still assessing shipment and earnings impact.
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.
Yokogawa Bridge Holdings has cleared a ¥2.0bn share-buyback ceiling covering 2.5% of its stock, and separately approved a merger that dissolves an intermediate holding company and, pending a September shareholder vote, delivers a Sendai precast-concrete unit into direct ownership by October.
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.
Kanagawa Denryoku, the solar-power subsidiary of Oizumi Corporation, is spending about ¥1.1bn on two small hotels in Atami and Ito as falling feed-in-tariff rates and expiring purchase contracts squeeze its renewable-energy returns.
AIMECHATEC has booked a roughly ¥2.5bn multi-line order for solder ball mounters used in AI data-centre chip packaging, though the revenue won't hit its books until the year to June 2028.
Aida Engineering detected a likely breach at its Asian base on July 6 and is delaying its quarterly results to late August, past the usual 45-day reporting window, while saying no customer or partner data leak has been confirmed so far.
LOGOS Holdings will absorb distressed homebuilder Aera Home into a new subsidiary on Oct. 1, keep its name and its outgoing chief, but the sponsor deal discloses no purchase price.
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.
Kinden Corporation used one session, June 23, to buy 33.5 million shares for ¥223.68bn, using up 99.99% of the buyback its board approved in April.
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.