Disco Corporation expects a record consolidated net profit of ¥39.5 billion for the July-September 2026 quarter. This projection represents a 23% increase over the previous year. Strong demand for dicing saws and grinders used in AI semiconductor production drives the growth.
The forecast fell significantly below the ¥47.3 billion QUICK Consensus estimate. This miss may trigger short-term selling pressure on the stock. However, the expanding generative AI market continues to support the company’s long-term outlook.
Disco also released its outlook for the first half of the fiscal year, forecasting a 32% rise in net profit to ¥73.8 billion. Results for the April-June first quarter exceeded previous company forecasts. Net sales rose 27% during that period, while operating income surged 42%.