Disco Corp Jumps 4% After Upbeat Q1 2025/2026 Forecast Revision
Semiconductor giant from Japan cites faster-than-expected progress in equipment inspections and acceptances
Shares of Japan’s Disco Corporation (TSE: 6146) surged more than 4% in Tokyo on Wednesday, closing at ¥43,000, after the company issued a sharply improved earnings forecast for its fiscal first quarter ending June 30, 2025.
The maker of precision equipment for the semiconductor industry now expects significantly stronger results compared to its April guidance, thanks to faster-than-expected equipment inspections and acceptances — a key trigger for revenue recognition.
Revised Q1 Forecast (Fiscal Year Ending March 2026)
Disco explained the revision by citing faster-than-expected progress in equipment inspections and acceptances — a process that determines when mechanical product sales, such as precision processing machines, can be booked as revenue.
“The drastic and rapid fluctuations in customer willingness to invest make it difficult to predict demand in the semiconductor and electronic components industries,” the company noted. “For this reason, DISCO business forecasts are only disclosed for one upcoming quarter.”
The official results for the quarter will be released on July 17, 2025.
Recently we already did a post on the Semiconductor sector in Japan highlighting Disco Corp and Lasertec.
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