Screen Holdings Co Ltd

7735: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Screen Holdings Earnings: Supply Constraints Cap Near-Term Growth; Long-Term Competition Intensifies

Jing Jie Yu

Nov 2, 2026

Screen Holdings' September quarter revenue of JPY 186 billion and operating margin of 22% grew 35% and 558 basis points year-on-year. The company sees the 2026 and 2027 wafer fabrication equipment market reaching USD 155 billion and 200 billion, respectively, up 11% and 18% from the prior quarter.

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Screen Holdings Co Ltd

Screen Holdings Earnings: Supply Constraints Cap Near-Term Growth; Long-Term Competition Intensifies

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