kabutan
N225

70,035.71

-0.92%

TOPIX

4,154.11

-0.70%

USDJPY

158.37

+0.15%

OPTOELECTRONICS, Jun-Aug (3Q) Net Income Turns to Profit

Fri Oct 2, 2026 3:30 pm JST Earnings

6664 OPTOELECTRONICS CO.,LTD. 【J-GAAP】

Earnings Report

OPTOELECTRONICS CO.,LTD. <6664> [TSE Std] announced its financial results after the market closed on October 2nd (15:30). The consolidated net loss for the cumulative third quarter of the fiscal year ending November 2026 (December 2025 to August 2026) expanded to a loss of 259 million yen (compared to a loss of 98 million yen in the same period last year).

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net loss for the September to November period (4Q) is expected to expand to a loss of 422 million yen (compared to a loss of 128 million yen in the same period last year).

In the most recent three-month period, from June to August (3Q), the consolidated net income/loss turned to a profit of 28 million yen (compared to a loss of 52 million yen in the same period last year). The operating profit/loss margin drastically improved from -4.5% in the same period last year to 2.0%.

Kabutan News

Actual Performance and Financial Trends

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Progress Rate
vs. First Half
Announce Accounting
Standards
Dec - Aug, 2023
4,601M -330M -276M -330M -53.4 ー Sep 27, 2024 J-GAAP
Dec - Aug, 2024
4,882M -158M -285M -98M -15.9 ー Oct 1, 2025 J-GAAP
Dec - Aug, 2025
4,843M -128M -212M -259M -18.8 ー Oct 2, 2026 J-GAAP
YoY -0.8% +19.0% +25.6% -164.3% -17.8%

Current Period Guidance

Second Half Results
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Jun - Nov, 2025
3,437M -166M -403M -180M -29.1 0 Jan 14, 2026 J-GAAP
Guidance
Jun - Nov, 2026
3,442M -367M -384M -394M -26.3 0 Jul 10, 2026 J-GAAP
YoY +0.1% -121.1% +4.7% -118.9% +9.8%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Nov, 2024
6,342M -532M -614M -672M -108.8 0 Jan 10, 2025 J-GAAP
Nov, 2025
6,772M -254M -421M -226M -36.6 0 Jan 14, 2026 J-GAAP
Guidance
Nov, 2026
6,507M -531M -648M -681M -45.4 0 Jul 10, 2026 J-GAAP
YoY -3.9% -109.1% -53.9% -201.3% -24.1%

Quarterly Results

Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Operating
Profit Margin
Announce Accounting
Standards
Jun - Aug, 2025
1,547M -70M -267M -52M -8.5 -4.5% Oct 1, 2025 J-GAAP
Sep - Nov, 2025
1,890M -96M -136M -128M -20.7 -5.1% Jan 14, 2026 J-GAAP
Dec - Feb, 2025
1,404M -156M -261M -262M -23.1 -11.1% Apr 3, 2026 J-GAAP
Mar - May, 2026
1,661M -8M -3M -25M -1.9 -0.5% Jul 10, 2026 J-GAAP
Jun - Aug, 2026
1,778M 36M 52M 28M 2.0 2.0% Oct 2, 2026 J-GAAP
YoY +14.9% ー ー ー ー