EarningsQ4 2025 Earnings Report

Nikon (NIKONN) Q4 2025 Earnings Report

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Previous Report: Q3 2025

Next Report: Q1 2026

MX:NIKONN Q4 2025 EPS Results

Actual EPS-$0.03

Consensus EPS$2.20

Beat/MissMissed by -$2.23

One Year Ago EPS$0.51

MX:NIKONN Q4 2025 Revenue Results

Actual Revenue$24.16B

Expected Revenue$23.82B

Beat/MissBeat by +$337.68M

YoY Revenue Growth+7.58%

Earnings Announcement Details

QuarterQ4 2025

Date05/08/2025

TimeTBA

Conference CallThursday, May 8, 2025

MX:NIKONN Upcoming Earnings

Nikon's next earnings date is estimated for November 5, 2026, based on past reporting schedules.

Q4 2025 Earnings Call Audio

MX:NIKONN Q4 2025 Earnings Call

0:00 / 0:00

Q4 2025 Earnings Slide Deck

Q4 2025 Earnings Call Summary

Q4 2025

Earnings Call Date:May 08, 2025|

% Change Since:

Earnings Call Sentiment|Neutral

The earnings call presented a mixed picture, with some growth in imaging products and digital manufacturing, but significant challenges in semiconductor-related business and profitability due to one-time costs and strategic investments. The outlook anticipates improved profitability, but current performance fell short of expectations.

Company Guidance

During the call, Nikon provided guidance for the fiscal year 2026, projecting revenue of ¥710 billion, operating profit of ¥36 billion, and profit attributable to owners of the parent of ¥30 billion. The company anticipates a significant ¥33.6 billion increase in operating profit due to improved profitability, the absence of ¥27.2 billion in one-time costs from the previous year, and gains from sales of idle assets. However, a projected ¥10 billion negative impact on operating profit due to U.S. tariffs is not included in the forecast. Nikon plans to maintain the dividend at ¥50 per share, the same as last year, and anticipates a shareholder return ratio of 54.8% for the current fiscal year. The company aims to increase its market presence in areas like digital manufacturing, with expectations of a revenue increase in the segment by ¥9.7 billion to ¥33 billion, driven by growth in large format metal 3D printers. Additionally, Nikon plans to streamline operations in the semiconductor lithography business to achieve stable profits in future years.

Revenue Growth in Imaging Products and Healthcare

Revenue from imaging products increased by ¥15.6 billion, reaching ¥295.3 billion, driven by strong demand in China and new wireless cameras. Healthcare also saw growth, with strong performance in eye care solutions.

Successful Share Buyback

A ¥30 billion share buyback was completed, contributing to a total shareholder return ratio of 765.8%.

Strong Growth in Digital Manufacturing

The digital manufacturing segment saw a 33% year-on-year growth in NXG series sales, with 75% directed to the space and defense sector.

Anticipated Profit Improvement

Operating profit for FY 2026 is projected to be ¥36 billion, a significant increase from the previous fiscal year, driven by the absence of last year's ¥27.2 billion in one-time costs.

MX:NIKONN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change
Nov 05, 2026	2027 (Q2)	-0.49 / -	-1.492	―
Aug 06, 2026	2027 (Q1)	-0.80 / 0.47	3.433	-86.42% (-2.97)
May 08, 2026	2026 (Q4)	1.34 / 0.41	-0.03	1484.00% (+0.44)
Feb 05, 2026	2026 (Q3)	2.91 / -33.54	1.14	-3042.57% (-34.68)
Nov 06, 2025	2026 (Q2)	1.30 / -1.49	0.072	-2185.00% (-1.56)
Aug 07, 2025	2026 (Q1)	0.87 / 3.43	0.948	262.14% (+2.48)
May 08, 2025	2025 (Q4)	2.20 / -0.03	0.513	-105.81% (-0.54)
Feb 06, 2025	2025 (Q3)	4.53 / 1.14	5.222	-78.17% (-4.08)
Nov 07, 2024	2025 (Q2)	0.45 / 0.07	2.487	-97.12% (-2.42)
Aug 08, 2024	2025 (Q1)	1.94 / 0.95	0.887	6.85% (+0.06)

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