Kokusai Electric's June-quarter revenue of JPY 75 billion grew 46% year on year, while operating margin shrank 223 basis points to 21%. Management raised its fiscal 2026 revenue and operating margin guidance by 21% and 389 basis points, respectively.
Intensifying competition in cutting-edge logic and memory chips will accelerate investments into advanced chipmaking, allowing Kokusai to capture tremendous demand given its dominant market share in batch ALD.
Single-wafer ALD will remain the leading technology, given the unforgiving precision requirements of advanced chips, while batch ALD will only be used for less advanced steps to support throughput, diluting Kokusai’s growth outlook.
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Metric
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6525
|
AMAT
|
8035
|
|---|---|---|---|
Price/Earnings (Normalized) | 66.20 | 46.65 | 49.79 |
Price/Book Value | 9.54 | 15.71 | 12.55 |
Price/Sales | 9.15 | 13.14 | 11.11 |
Price/Cash Flow | 46.89 | 44.95 | 49.61 |
|
Metric
|
6525
|
AMAT
|
8035
|
|---|---|---|---|
Quick Ratio | 1.04 | 1.67 | 1.52 |
Current Ratio | 2.05 | 2.51 | 2.70 |
Interest Coverage | 28.85 | 30.18 | — |
|
Metric
|
6525
|
AMAT
|
8035
|
|---|---|---|---|
Return on Assets (Normalized) | — | — | — |
Return on Equity (Normalized) | — | — | — |
Return on Invested Capital (Normalized) | — | — | — |
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