HOCPY earnings: EPS beat by 3.9%, revenue missed by 0.9%

Guidance “Srel[cMeige\Wisamem » Glass adoption advanced through wider HAMR use and higher +32% platter counts in non-HAMR drives. (CC +23%) ¢ As HDD makers raise demand forecasts for HOYA, we are increasing existing capacity and considering accelerated expansion. — "ae HOYA _ - s + ce ee ae | i nll | 14© 2026 HOYA CORPORATION All Rights Reserved Optical Solutions Sales Growth +14% (CC +7%) • Sales of products used in interchangeable lenses grew despite a softer camera market, driven by a focus on premium products. • Strong CUPO polarization glass sales for optical transceivers drove growth amid expanding AI data center investment. • We are expanding CUPO capacity and promoting growth applications such as wearables and AR.”

Capacity & Capex “Sales Growth a +14% ¢ Strong CUPO polarization glass sales for optical transceivers drove (CC +7%) growth amid expanding AI data center investment. ¢« We are expanding CUPO capacity and promoting growth applications such as wearables and AR.”