Results, forecasts and guidance revisions from Japan's listed companies, in English.
Nomura Micro Science now expects half-year operating profit of ¥1.132bn, down from ¥3.6bn, as a US water-treatment order is now expected in the second half and a Korean project's costs rose, while full-year sales and operating profit guidance are unchanged.
DISCO's half-year operating profit rose 47.9% on what it describes as AI-driven chip demand, and the company now expects ¥434.2bn of April-December shipments at ¥151 to the dollar, its first guidance beyond the reported period.
Okano Valve now expects ¥2.6bn of consolidated operating profit for the year to September 2026, up from ¥1.95bn, citing extra Shimane Unit 2 inspection orders and Kashiwazaki-Kariwa Unit 7 projects brought forward, and lifts its annual dividend forecast to ¥110.
Tsugami now expects first-half operating profit of ¥25.2bn, up from ¥19.5bn, citing China and India, and has raised its interim dividend forecast by ¥12 to ¥61 while holding the year-end forecast at ¥49 until full-year guidance on November 12.
West Holdings' grid-battery segment earned ¥8.42bn of operating profit against ¥2.17bn for its renewable-energy segment, while a per-operator limit on connection studies took effect on 1 August and the company reports more than 1,600 connection applications.
Rorze's operating profit rose 42.4% to ¥23.1bn in the six months to August, and a US patent settlement that cost ¥9.587bn in cash added only ¥2.158bn of special loss.
Tariff refunds worth ¥6.8bn to full-year operating profit help lift the construction-machinery maker's forecast to ¥44.5bn, and a buyback of up to ¥15bn follows, but first-half operating cash flow turned negative.
OSG raised its operating profit forecast to ¥36bn from ¥30bn, crediting firm industrial demand, cheap tungsten inventory and a refund of earlier US tariffs, without splitting the gain between them, and lifted its annual dividend forecast to ¥130.
Rorze now forecasts ¥53.1bn of operating profit for the year to February 2027, up from ¥38.1bn, and raised its year-end dividend to ¥28, with record chip-equipment orders and a ¥103.9bn backlog behind the upgrade.
DISCO's preliminary non-consolidated first-half sales of ¥213.6bn reached 106.2% of its forecast, and July to September shipments of ¥123.9bn set a quarterly record that the company links mainly to generative AI demand.
Nachi-Fujikoshi lifted nine-month operating profit 72.8% to ¥11.46bn on a 10.4% sales rise, crediting pricing, automation and structural-reform savings alongside construction-machinery demand, and it kept its full-year forecast unchanged.
SAMCO, the Kyoto semiconductor-equipment maker, closed the year to July 2026 with sales up 15.6% to ¥10.8bn and a year-end order backlog that more than doubled to ¥11.46bn, while compound-semiconductor sales grew 45.9% and sales linked to plain silicon wafers dropped by more than half.
Half-year net profit at Sekisui House rose 23% to ¥125.1bn on strong urban-redevelopment sales and property disposals to Sekisui House REIT Investment Corporation, even as its international segment, mostly US operations, saw operating profit collapse 93% to about ¥1.0bn amid American buyer hesitancy and heavier sales incentives.
OHARA's low-dielectric glass and optical-communication products are set to roughly double in sales to about ¥1bn each as data-center investment accelerates, prompting the Japanese glassmaker's third full-year guidance increase this year, even as its camera-lens optics unit stays lossmaking ahead of a fourth-quarter inventory charge.
A roughly ¥500mn writedown on an unlisted stake halved Besterra's interim net profit even as operating profit more than doubled, and the demolition contractor still cannot quantify the cost of an April crane accident that killed four people at a Kawasaki steel mill.
GreenEnergy & Company left its ¥21.5bn full-year sales forecast untouched but raised profit guidance 20%, saying its grid-scale battery storage unit got cheaper to build than it originally budgeted.
Japan's top maker of tungsten-carbide wear-resistant tools is passing on higher costs after the benchmark tungsten price jumped tenfold, but domestic order volumes are falling faster than expected, forcing a ¥1.6bn cut to its full-year sales forecast even as profit guidance rises 20%.
Orders for Ebara's chipmaking equipment jumped 89.3% in the six months to June, pushing the group's total order intake to a record ¥636.3bn, but operating profit rose just 1.2% as a swing to a loss in the energy business offset most of the gain.
RS Technologies grew six-month operating profit 8.9% to ¥7.7bn, then days later had its China unit pay about ¥10.8bn for 60% of an Anhui epitaxial-wafer maker, a bet on higher-value power-chip materials that full-year guidance does not yet capture.
Consolidating US homebuilder Tri Pointe Homes lifted Sumitomo Forestry's half-year sales 17.5% to ¥1.26tn, but high American mortgage rates, buyer incentives and acquisition costs nearly halved net profit and pushed the equity ratio down to 30.5%.
Nippon Sheet Glass posted a small net profit last quarter on yen weakness and automotive pricing, but the real news is procedural: shareholders have approved Apollo's ¥165bn equity injection and lenders' separate ¥140bn debt-to-equity swap, with the company still targeting completion in the second half of the year to March 2027 pending regulatory sign-off.
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.