DISCO preliminary performance shows Q4 shipments exceeded expectations, with strong AI and Chinese demand

LootboxPhobia · 2026-04-06T12:51:04+00:00

DISCO Inc. announced preliminary results for the fourth quarter of the fiscal year ending March 2026. The parent company's revenue increased by 2.3% year-over-year to 104.9 billion yen, with shipment volume up 28.2% year-over-year. Demand for AI logic chips remains strong, outsourcing business is rising, and Chinese demand remains steady. Gross profit margin is supported by robust consumables sales but affected by other expenses.

LootboxPhobia

2026-04-06 12:51:04

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Investing.com – DISCO Co., Ltd. released preliminary financial results for the fourth quarter of the fiscal year ending March 2026 on Monday. Revenue at the parent company was 104.9 billion yen, up 19.2% quarter-on-quarter and 2.3% year-on-year. Shipment value reached 98.1 billion yen, up 9.0% quarter-on-quarter and 28.2% year-on-year.

Based on regression analysis, these data show consolidated revenue of 126.3 billion yen and shipment value of 118.2 billion yen. The implied shipment value was 1.1% higher than guidance and 0.8% higher than market expectations. The implied revenue was 9.6% higher than guidance and 2.2% higher than market expectations.

Demand for AI logic chips remained strong in the current quarter, with high-bandwidth memory seeing a rebound in the fourth quarter. Outsourced semiconductor packaging and testing services were on an upward trend. The company said China demand was steady, with no signs of geopolitical risks or competitive pressures.

DISCO said foreign exchange impact would be negligible because the actual exchange rate matched guidance. The company is providing production support through 100 engineers who joined in January; this will gradually improve beginning in the first quarter, but DISCO did not quantify the specific amount of production improvement.

Regarding the ratio of consolidated results versus those of the parent, due to the equipment mix coming in higher than expected, revenue could be slightly lower than the internal forecast of 1.23 times. For shipment value, the company said the ratio is 1.22 times because the product mix matches the internal forecast.

Gross margin factors include a positive contribution from strong consumables sales, but this was offset by an increase in outsourced semiconductor packaging and testing activity. The company said that, due to year-end cost accruals, selling, general and administrative expenses may exceed the guidance of 34.0 billion yen, even though shipment value is still in line with expectations.

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