FUJIFILM, First Half Pretax Income Increases by 15%, Jul-Sep Pretax Income Increases by 31%
4901 FUJIFILM Holdings Corporation 【US-GAAP】
Earnings ReportFUJIFILM Holdings Corporation <4901> [TSE Prime] announced its financial results (based on US-GAAP) in the afternoon session on November 6th (14:00). The consolidated pretax income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 15.3% from the same period last year, reaching 161 billion yen. However, Progress toward the full-year plan of 343 billion yen was 47.2%, almost the same as the five-year average of 45.4%.
Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated pretax income for the October to March period (second half) is expected to decrease 9.5% from the same period last year to 181 billion yen.
In the most recent three-month period, from July to September (2Q), the consolidated pretax income increased 31.0% from the same period last year, reaching 89.9 billion yen. The operating profit margin improved from 9.6% in the same period last year to 10.1%.
Kabutan News
Actual Performance and Financial Trends
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Progress Rate vs. First Half |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
1,388,470M | 125,546M | 152,074M | 113,560M | 94.4 | 47.9 | Nov 8, 2023 | US-GAAP |
|
|
1,514,749M | 135,604M | 140,394M | 110,300M | 91.6 | 41.2 | Nov 7, 2024 | US-GAAP |
|
|
1,572,363M | 158,486M | 161,914M | 120,232M | 99.8 | 47.2 | Nov 6, 2025 | US-GAAP |
| YoY | +3.8% | +16.9% | +15.3% | +9.0% | +8.9% |
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2025 Guidance | ー | ー | ー | ー | － | 35 | May 8, 2025 | US-GAAP |
| Apr - Sep, 2025 Results | 1,572,363M | 158,486M | 161,914M | 120,232M | 99.8 | 35 | Nov 6, 2025 | US-GAAP |
| Revision Rate | － | － | － | － | － |
Guidance Update
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 3,280,000M | 331,000M | 343,000M | 262,000M | 217.4 | 70 | May 8, 2025 | US-GAAP |
| Mar, 2026 New | 3,300,000M | 331,000M | 343,000M | 262,000M | 217.4 | 70 | Nov 6, 2025 | US-GAAP |
| Revision Rate | +0.6% | 0.0% | 0.0% | 0.0% | 0.0% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
1,681,079M | 194,551M | 200,200M | 150,651M | 125.1 | 35 | May 8, 2025 | US-GAAP |
|
Guidance
Oct - Mar, 2025
|
1,727,637M | 172,514M | 181,086M | 141,768M | 117.6 | 35 | Nov 6, 2025 | US-GAAP |
| YoY | +2.8% | -11.3% | -9.5% | -5.9% | -6.0% |
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
2,960,916M | 276,725M | 317,288M | 243,509M | 202.3 | 50 | May 9, 2024 | US-GAAP |
|
|
3,195,828M | 330,155M | 340,594M | 260,951M | 216.7 | 65 | May 8, 2025 | US-GAAP |
|
Guidance
Mar, 2026
|
3,300,000M | 331,000M | 343,000M | 262,000M | 217.4 | 70 | Nov 6, 2025 | US-GAAP |
| YoY | +3.3% | +0.3% | +0.7% | +0.4% | +0.3% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Operating Profit Margin |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
765,734M | 73,411M | 68,646M | 49,570M | 41.2 | 9.6 | Nov 7, 2024 | US-GAAP |
|
|
812,770M | 87,675M | 96,753M | 71,239M | 59.2 | 10.8 | Feb 6, 2025 | US-GAAP |
|
|
868,309M | 106,876M | 103,447M | 79,412M | 65.9 | 12.3 | May 8, 2025 | US-GAAP |
|
|
749,482M | 75,291M | 71,954M | 53,767M | 44.6 | 10.0 | Aug 6, 2025 | US-GAAP |
|
|
822,881M | 83,195M | 89,960M | 66,465M | 55.2 | 10.1 | Nov 6, 2025 | US-GAAP |
| YoY | +7.5% | +13.3% | +31.0% | +34.1% | +34.0% |
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