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FUJIFILM, First Half Pretax Income Increases by 15%, Jul-Sep Pretax Income Increases by 31%

Thu Nov 6, 2025 2:00 pm JST Earnings

4901 FUJIFILM Holdings Corporation 【US-GAAP】

Earnings Report

FUJIFILM 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%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Sep, 2023 1,388,470 125,546 152,074 113,560 94.4 47.9 Nov 8, 2023 US-GAAP
Apr - Sep, 2024 1,514,749 135,604 140,394 110,300 91.6 41.2 Nov 7, 2024 US-GAAP
Apr - Sep, 2025 1,572,363 158,486 161,914 120,232 99.8 47.2 Nov 6, 2025 US-GAAP
YoY +3.8% +16.9% +15.3% +9.0% +8.9%

First Half Results vs. Previous Guidance

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 1,572,363 158,486 161,914 120,232 99.8 35 Nov 6, 2025 US-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 3,280,000 331,000 343,000 262,000 217.4 70 May 8, 2025 US-GAAP
Mar, 2026 New 3,300,000 331,000 343,000 262,000 217.4 70 Nov 6, 2025 US-GAAP
Revision Rate +0.6% 0.0% 0.0% 0.0% 0.0%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 1,681,079 194,551 200,200 150,651 125.1 35 May 8, 2025 US-GAAP
Oct - Mar, 2025 Guidance 1,727,637 172,514 181,086 141,768 117.6 35 Nov 6, 2025 US-GAAP
YoY +2.8% -11.3% -9.5% -5.9% -6.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 2,960,916 276,725 317,288 243,509 202.3 50 May 9, 2024 US-GAAP
Mar, 2025 3,195,828 330,155 340,594 260,951 216.7 65 May 8, 2025 US-GAAP
Mar, 2026 Guidance 3,300,000 331,000 343,000 262,000 217.4 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
Jul - Sep, 2024 765,734 73,411 68,646 49,570 41.2 9.6 Nov 7, 2024 US-GAAP
Oct - Dec, 2024 812,770 87,675 96,753 71,239 59.2 10.8 Feb 6, 2025 US-GAAP
Jan - Mar, 2025 868,309 106,876 103,447 79,412 65.9 12.3 May 8, 2025 US-GAAP
Apr - Jun, 2025 749,482 75,291 71,954 53,767 44.6 10.0 Aug 6, 2025 US-GAAP
Jul - Sep, 2025 822,881 83,195 89,960 66,465 55.2 10.1 Nov 6, 2025 US-GAAP
YoY +7.5% +13.3% +31.0% +34.1% +34.0%

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