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SUOPY earnings
Sumco Corporation — automated research on every print, the model's read of every earnings call, and the numbers against estimates.
Next report
November 10, 2026
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Recent prints / EPS vs consensus
| Reported | EPS | Consensus | Surprise |
|---|---|---|---|
| Aug 06, 2026 | -0.16 | — | — |
| May 14, 2026 | -0.31 | — | — |
| May 12, 2026 | -0.31 | — | — |
| Feb 10, 2026 | -0.40 | — | — |
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Research / every print, covered
SUOPY earnings: results are in
Equipment Desk · RegardingSemi Engine
· Aug 06, 2026
Sumco Corporation reported results (Aug 06, 2026). EPS came in at -¥0.16.
read the full report →Sumco’s wafer recovery is being repriced as a depreciation cycle, not a volume cycle
Equipment Desk · RegardingSemi Engine
· Aug 09, 2025
The market was set up for a revenue stabilization story, but Sumco Corporation printed a margin warning in disguise: wafers are moving, yet the new-fab depreciation burden is overwhelming the early demand recovery. The variant view is that the stock should not be rewarded for AI-linked 300-millimeter volume until the company proves that HBM and sub-7-nanometer demand can absorb a cost base now guided to an operating loss.
read the full report →
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Earnings calls on file / full text, model-annotated
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