Japan's Resonac Holdings Corporation reported a 136.2% increase in core operating profit for the first nine months of 2026, as recovering memory demand and stronger semiconductor-material sales lifted results. The performance offers a view of demand across the global chip supply chain.
Revenue for the nine months ended Sept. 30 totaled ¥871.853 billion, up 14.2% from the same period a year earlier. Core operating profit reached ¥164.137 billion. The Semiconductor and Electronic Materials segment recorded ¥500.75 billion in revenue, a 36.9% increase, and ¥158.626 billion in core operating profit, more than twice its year-earlier result. Resonac linked the segment's growth to a recovery in memory markets and higher sales of advanced semiconductor materials, including products used in AI applications.
Operating profit was ¥148.35 billion, compared with ¥18.354 billion a year earlier. Resonac said the increase reflected stronger core profit and the absence of certain impairment losses and other expenses tied to divestiture decisions in 2025. The company nevertheless recorded ¥890 million in impairment losses and ¥23.041 billion in other expenses during 2026. Resonac calculates core operating profit by removing gains and costs it classifies as nonrecurring from operating profit. The two measures therefore reflect different items.
Resonac classified Crasus Chemical Inc. as a discontinued operation and completed a partial spin-off of the unit on Oct. 1. Revenue, core operating profit, operating profit and pretax profit exclude Crasus, and the company reclassified the year-earlier comparison. Consolidated profit and per-share earnings include continuing and discontinued operations. Diluted earnings per share was ¥468.08, while basic earnings per share was ¥513.96.
For full-year 2026, Resonac forecast revenue of ¥1.235 trillion and core operating profit of ¥250 billion. The forecast is the company's next stated indicator for the year.
