4062.T Ibiden
High-end ABF substrates for AI accelerators
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
4062.T · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-08-04EarningsBeat / raise
Reported EPS 32.07 vs 27.01 expected (+18.8% surprise).
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7
2026-05-11EarningsBeat / raise
Reported EPS 58.57 vs 23.2 expected (+152.4% surprise).
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6
2026-02-02EarningsMiss / cut
Reported EPS 15.99 vs 18.49 expected (-13.5% surprise).
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5
2025-10-29EarningsMiss / cut
Reported EPS 16.73 vs 17.04 expected (-1.9% surprise).
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4
2025-08-01EarningsBeat / raise
Reported EPS 22.79 vs 16.43 expected (+38.8% surprise).
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3
2025-05-07EarningsBeat / raise
Reported EPS 15.94 vs 11.14 expected (+43.1% surprise).
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2
2025-02-03EarningsMiss / cut
Reported EPS 7.66 vs 14.81 expected (-48.3% surprise).
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1
2024-10-31EarningsBeat / raise
Reported EPS 20.96 vs 16.63 expected (+26.0% surprise).
Latest headlines
Auto-updated dailyEarnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-04 | 27.01 | 32.07 | +18.8% |
| 2026-05-11 | 23.2 | 58.57 | +152.4% |
| 2026-02-02 | 18.49 | 15.99 | −13.5% |
| 2025-10-29 | 17.04 | 16.73 | −1.9% |
| 2025-08-01 | 16.43 | 22.79 | +38.8% |
| 2025-05-07 | 11.14 | 15.94 | +43.1% |
| 2025-02-03 | 14.81 | 7.66 | −48.3% |
| 2024-10-31 | 16.63 | 20.96 | +26.0% |
| 2024-08-02 | 13.27 | 15.78 | +18.9% |
| 2024-04-30 | 14.43 | 7.33 | −49.2% |
| 2024-01-31 | 16.85 | 17.01 | +1.0% |
| 2023-10-25 | 16.75 | 18.98 | +13.3% |
| 2023-08-01 | 9.71 | 13.05 | +34.4% |
| 2023-04-30 | 12.69 | 14.56 | +14.7% |
| 2023-02-01 | 23.32 | 21.92 | −6.0% |
| 2022-10-26 | 22.52 | 32.4 | +43.9% |
| 2022-08-01 | 20.02 | 24.56 | +22.7% |
| 2022-04-26 | 18.87 | 6.79 | −64.0% |
| 2022-02-03 | 19.51 | 27.2 | +39.4% |
| 2021-10-28 | 17.24 | 22.72 | +31.8% |
| 2021-08-03 | 13.12 | 17.13 | +30.6% |
| 2021-04-26 | 10.06 | 7.7 | −23.5% |
| 2021-02-03 | 11.49 | 17.39 | +51.2% |
| 2020-10-27 | 6.52 | 12.68 | +94.4% |
About Ibiden
Website ↗Ibiden Co.,Ltd. provides electronics in Japan, the rest of Asia, North America, Europe, and internationally. It operates through Electronics, Ceramics, and Others segments. The company offers plastic packaging; printed circuit boards; and integrated circuit package substrates for use as MPUs for PCs and data centers, as well as GPUs for AI and vehicles. It also provides diesel particulate filter substrates for passenger cars mounted with diesel engines, buses, and trucks; substrate holding mats for automobiles, construction machinery, and agricultural equipment; high-temperature insulating wools for heat processing devices in energy industrial facilities, molten metal casting apparatuses, fuel cells, and high-heat part insulating materials for combustion devices; graphite specialty products for single crystal pulling apparatuses for silicon and SiC, auto and aviation electric discharge m…
Large AI packages need big, many-layer ABF substrates. The build-up film itself comes from one supplier; glass-core substrates are the next transition.
What would prove us wrong. Weakens if substrate makers report utilisation falling while AI package sizes keep growing.
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.