Fujikura's first-half fiscal 2026 (ending March 2027) operating profit was JPY 235 billion, up 261% year-over-year, on higher volume and prices, accelerated delivery of optical components and a weak JPY. Guidance was cut by 1% to JPY 429 billion, on a stronger JPY and lower tariff refunds.
US capacity advantage, formal government framework agreement, and proprietary cable designs underpin the US AI data center buildout and demand visibility.
Heavy reliance on a single cyclical driver (hyperscaler/AI data center capex) leaves earnings vulnerable to any slowdown or pause in AI infrastructure investment, amplified by high operating leverage.
Metric | 5803 | 5801 | 5802 |
|---|---|---|---|
Price/Earnings (Normalized) | 18.41 | 41.03 | 10.96 |
Price/Book Value | 6.94 | 3.35 | 1.65 |
Price/Sales | 3.23 | 1.06 | 0.86 |
Price/Cash Flow | 14.14 | 13.77 | 7.92 |
Metric | 5803 | 5801 | 5802 |
|---|---|---|---|
Quick Ratio | 1.65 | 0.79 | 0.75 |
Current Ratio | 2.38 | 1.41 | 1.68 |
Interest Coverage | 142.42 | 18.05 | 25.99 |
Metric | 5803 | 5801 | 5802 |
|---|---|---|---|
Return on Assets (Normalized) | 35.35% | 11.15% | 10.33% |
Return on Equity (Normalized) | 61.88% | 29.55% | 19.04% |
Return on Invested Capital (Normalized) | 48.79% | 16.34% | 14.68% |
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United States