EarningsQ2 2025 Earnings Report

Fujitsu (6702N) Q2 2025 Earnings Report

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Previous Report: Q1 2025

Next Report: Q3 2025

MX:6702N Q2 2025 EPS Results

Actual EPS$5.88

Consensus EPS$4.11

Beat/MissBeat by +$1.77

One Year Ago EPS$1.16

MX:6702N Q2 2025 Revenue Results

Actual Revenue$92.81B

Expected Revenue$91.12B

Beat/MissBeat by +$1.69B

YoY Revenue Growth-5.77%

Earnings Announcement Details

QuarterQ2 2025

Date10/30/2025

TimeBefore Open

Conference CallThursday, October 30, 2025

MX:6702N Upcoming Earnings

Fujitsu's next earnings date is estimated for October 29, 2026, based on past reporting schedules.

Q2 2025 Earnings Call Audio

MX:6702N Q2 2025 Earnings Call

0:00 / 0:00

Q2 2025 Earnings Slide Deck

Q2 2025 Earnings Call Summary

Q2 2025

Earnings Call Date:Oct 30, 2025|

% Change Since:

Earnings Call Sentiment|Positive

The earnings call presented a generally positive outlook for Fujitsu, with significant growth in the Service Solutions and Fujitsu Uvance segments, contributing to record operating profits. However, challenges remain in the Hardware Solutions and Ubiquitous Solutions segments, as well as international revenue declines.

Company Guidance

In the second quarter of fiscal year 2025, Fujitsu reported robust financial performance, particularly in its Service Solutions segment, which saw a revenue increase of 3.4% to ¥1,017.5 billion, and an adjusted operating profit rise by ¥25.2 billion to ¥88.7 billion, with a profit margin improvement of 2.3 percentage points to 8.7%. Despite a revenue decline in Hardware Solutions and Ubiquitous Solutions, the company's total consolidated revenue grew by 0.9% to ¥1,696.6 billion, with adjusted operating profit reaching ¥79.5 billion, a 56.6% increase year-on-year. The company’s strategic focus on digital transformation in Japan led to a 7% revenue increase domestically, although international revenue fell by 4% due to the carveout of low-profit businesses. Fujitsu Uvance, the company's growth driver, reported a 31% revenue increase to ¥200.7 million, highlighting its expansion in the modernization business and progress towards its fiscal 2025 revenue target of ¥700 billion. Additionally, Fujitsu's financial forecast for 2024 remains unchanged, anticipating revenues of ¥3,760 billion and an adjusted operating profit of ¥303 billion, underscoring the company's commitment to its growth and profitability strategies.

Service Solutions Growth

Service Solutions segment posted steady improvements with revenue of ¥1,017.5 billion, an increase of 3.4% over the last year's first half. Adjusted operating profit for Service Solutions was ¥88.7 billion, an increase of ¥25.2 billion compared to the first half of fiscal ‘23, with an operating profit margin improved by 2.3% to 8.7%.

Record Consolidated Operating Profit

Adjusted operating profit for the first half was ¥79.5 billion, ¥20.7 billion up from the previous year, marking a record for Fujitsu with an increase of 56.6% over the last year's first half.

Fujitsu Uvance Success

Orders for Fujitsu Uvance amounted to ¥223.1 billion, a major increase of over 30% from the last year, with overall revenue for the first half of the year at ¥200.7 million, up 31% year on year.

Modernization Business Expansion

Modernization business revenue for the first half was ¥82.8 billion, a significant increase of 69% from the previous year.

Device Solutions Performance

Device Solutions revenue was ¥147.4 billion, up 3.3% from the previous year, with adjusted operating profit at ¥13.4 billion, an increase of ¥4.1 billion.

MX:6702N Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change
Oct 29, 2026	2026 (Q2)	3.78 / -	5.881	―
Jul 30, 2026	2026 (Q1)	1.87 / 2.63	10.982	-76.07% (-8.35)
Apr 28, 2026	2025 (Q4)	8.46 / 6.91	7.092	-2.58% (-0.18)
Jan 29, 2026	2025 (Q3)	4.60 / 5.29	4.447	18.99% (+0.84)
Oct 30, 2025	2025 (Q2)	4.11 / 5.88	1.16	406.88% (+4.72)
Jul 30, 2025	2025 (Q1)	2.28 / 10.98	1.043	952.72% (+9.94)
Apr 24, 2025	2024 (Q4)	6.69 / 7.09	14.111	-49.74% (-7.02)
Jan 31, 2025	2024 (Q3)	3.05 / 4.45	-0.708	728.29% (+5.15)
Oct 31, 2024	2024 (Q2)	2.22 / 1.16	2.018	-42.51% (-0.86)
Jul 25, 2024	2024 (Q1)	0.55 / 1.04	0.263	297.06% (+0.78)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed