EarningsQ4 2025 Earnings Report
SUMCF Q4 2025 EPS Results
Actual EPS-$0.19
Consensus EPS-$0.13
Beat/MissMissed by -$0.07
One Year Ago EPS$0.07
SUMCF Q4 2025 Revenue Results
Actual Revenue$666.18M
Expected Revenue$643.20M
Beat/MissBeat by +$22.99M
YoY Revenue Growth+5.28%
Earnings Announcement Details
QuarterQ4 2025
Date02/10/2026
TimeTBA
Conference CallTuesday, February 10, 2026
SUMCF Upcoming Earnings
SUMCO Corporation's next earnings date is estimated for November 11, 2026, based on past reporting schedules.
Q4 2025 Earnings Call Audio
No earnings call audio is available for this earnings event.
Q4 2025 Earnings Slide Deck
No slide deck is available for this earnings event.
Q4 2025 Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced/Neutral — The company showed clear strengths (positive operating cash flow of JPY 100.0 billion, reduced CapEx, Q4 sales beat and a full‑year operating profit of JPY 1.3 billion) and constructive medium‑term demand signals from AI driving DRAM and NAND requirements and 300‑mm recovery. However, near‑term challenges are material: Q4 and Q1 operating losses, a full‑year net loss (JPY 11.7 billion), a substantial depreciation burden (JPY 115.6 billion), structural decline in 200‑mm, elevated legacy inventory and pricing pressure on commodity wafers. Management expects demand recovery for leading edge later in the year, but immediate headwinds and inventory normalization keep the outlook cautious.Company Guidance
Full-Year Revenue and Operating Profit (In the Black on OP)
Full-year sales of JPY 409.6 billion and operating profit of JPY 1.3 billion (company stayed in the black on an operating-profit basis for fiscal 2025). EBITDA was JPY 112.4 billion, largely unchanged year-on-year.
Strong Operating Cash Flow and H2 Free Cash Flow
Operating cash flow was a positive JPY 100.0 billion for the year and second-half free cash flow was positive (full-year free cash flow was negative JPY 11.4 billion after heavy investing earlier, but H2 cash generation was positive).
Significant CapEx Reduction Year-on-Year
Total CapEx for fiscal 2025 was JPY 79.9 billion, down JPY 135.0 billion versus JPY 214.9 billion in 2024 (a ~63% reduction YoY), reflecting a sharp pullback after prior large investments.
Q4 Sales Beat and Operating Profit Overshoot vs Forecast
Q4 sales were JPY 105.2 billion, up JPY 6.1 billion Q-on-Q and beating the company forecast by roughly JPY 5.0 billion. Management cited an operating profit overshoot of JPY 5.5 billion driven by JPY 2.1 billion cost reductions, JPY 1.7 billion favorable ForEx and JPY 1.2 billion delayed depreciation.
300‑millimeter Recovery and AI‑Driven Demand Outlook
300‑mm wafer market recovered from -11% in 2023 to +2% in 2024 and +9% in 2025; management expects continued recovery driven by AI-related demand (notably for DRAM and growing NAND requirements) and forecasts DRAM wafer demand rising from ~500–600k wafers/month today to ~1.5 million wafers/month over 3–4 years (an increase of ~1.0 million wafers/month).
Maintained Dividend Despite Losses
Company set a fiscal year-end dividend of JPY 10 per share, citing positive cash flow generation and significant retained earnings despite net losses.
Planned Capacity and Modernization to Capture Leading‑Edge Demand
Management expects new plant capacity (leading edge) to come online and fill quickly; older plants will be modernized to address demand shifts to leading-edge wafers, supporting anticipated logic growth from H2.
Corporate and Cultural Progress — Leadership Transition
Chairman announced a planned management handover after 14 years, highlighted strengthened R&D and technology standing (12 consecutive years of recognition from TSMC), improved workforce diversity and low turnover — all presented as structural improvements in organizational health.
SUMCF Earnings History
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