SCREEN Holdings (7735) advances on strong Q4, increased dividend, and new partnership
SCREEN Holdings shares advanced 3.8% to ¥11,125 on Wednesday, 27 May 2026, following strong fourth-quarter results, an increased dividend, and a new strategic partnership. The Japanese semiconductor equipment manufacturer's stock is trading higher after closing at ¥10,715 yesterday.
The company reported fourth-quarter earnings per share of ¥196, surpassing the market consensus of ¥180.81. SCREEN Holdings also announced an increase in its year-end dividend to ¥170 per share, up from its previous forecast of ¥157. Additionally, SCREEN Semiconductor Solutions joined Applied Materials' EPIC Center as an innovation partner on 26 May 2026, aiming to accelerate advanced semiconductor manufacturing process solutions.
Today's gain marks a rebound from Tuesday's 2.9% decline. The positive sentiment was further supported by reports that Nomura Securities raised its target price for the company, as detailed in prior coverage.
What SCREEN Holdings' Earnings Surprise Tells Us
SCREEN Holdings is a Japanese company that plays a crucial, if often unseen, role in the global technology landscape. They specialise in manufacturing equipment essential for producing semiconductor chips, specifically developing and building the cleaning and inspection machinery used in chip fabrication. Their customers are the world's leading semiconductor makers, and as demand for digital devices and infrastructure continues to grow, so does the need for SCREEN's specialised technology.
Today's share price increase stems from the company's robust fourth-quarter 2026 earnings report, which significantly surpassed market expectations. The key driver was an Earnings Per Share (EPS) figure of ¥196, notably higher than the ¥180.81 analysts had forecast. This indicates that SCREEN Holdings demonstrated stronger profitability and operational efficiency than the market anticipated, with an additional boost from an increased year-end dividend of ¥170 per share.
This positive news has seen SCREEN Holdings (7735) shares advance by 3.8% from yesterday's close of ¥10,715, and they are currently trading at ¥11,125.
Consider it like a complex engineering project where the team not only delivers ahead of schedule but also manages to achieve a far greater output quality than anyone predicted. For those closely watching the project's progress, this exceptional performance doesn't just meet expectations; it fundamentally shifts their perception of the team's capabilities and the project's long-term value.
SCREEN Holdings
SCREEN Holdings Co., Ltd. (7735) is a Japanese technology firm specialising in semiconductor manufacturing equipment. Its extensive product portfolio includes coat/develop trackers, wafer cleaning systems, annealing systems, and advanced packaging lithography equipment. Beyond semiconductors, SCREEN Holdings offers a diverse range of solutions, from direct imaging and automatic optical inspection systems to high-speed inkjet and digital printing technologies for various applications including offset printing and digital books. The company also develops artificial intelligence, text mining, and augmented reality solutions, alongside biosciences equipment and components for in-vehicle inspection. Additionally, it provides contract manufacturing and intellectual property services, and produces lithium-ion rechargeable batteries. Formerly known as Dainippon Screen Mfg. Co., Ltd., the company was established in 1943 and is headquartered in Kyoto, Japan.