Disco Corp

6146: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Disco Earnings: Market Overreacts to Shipment Miss; Rising Project Complexity Signals Margin Upside

Jing Jie Yu

Jul 24, 2026

Disco's revenue and operating margin for the June quarter stood at JPY 114 billion and 43%, up 27% and 455 basis points year on year. Shares fell 14% at the open.

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Disco Corp

Disco Earnings: Market Overreacts to Shipment Miss; Rising Project Complexity Signals Margin Upside

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