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Home/Stocks/6920.T
TSE · Japan · Semiconductor Equipment & Materials

6920.T Lasertec

EUV mask blank and mask inspection

Downtrend Trading below its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
¥37,580
−1.21% today
1W
−5.1%
1M
−5.5%
3M
−12.6%
YTD
+27.3%
1Y
+87.4%
Off 52w high
−34.4%
Next earnings (est.): 2026-10-30
Market cap¥3.41T≈ $21.76B
P/E (trailing)43.2Forward 34.8
EV / sales14.4×EV/EBITDA 30.2×
Revenue (TTM)¥230BGrowth -26.3% y/y
Margins59.2%gross · op 44.4%
Free cash flow¥34.31BCash ¥91.50B · debt ¥0
Analyst target¥49,338+31.3% upside · 16 analysts · buy
Riskβ 1.6Short — of float · yield 1.13%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

6920.T · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-05EarningsMiss / cut

    Reported EPS 230.5 vs 277.56 expected (-16.9% surprise).

  2. 7
    2026-04-29EarningsMiss / cut

    Reported EPS 123.88 vs 175.76 expected (-29.5% surprise).

  3. 6
    2026-01-29EarningsBeat / raise

    Reported EPS 297.15 vs 214.72 expected (+38.4% surprise).

  4. 5
    2025-10-30EarningsBeat / raise

    Reported EPS 211.46 vs 160.2 expected (+32.0% surprise).

  5. 4
    2025-08-06EarningsBeat / raise

    Reported EPS 354.34 vs 250.49 expected (+41.5% surprise).

  6. 3
    2025-04-28EarningsMiss / cut

    Reported EPS 103.96 vs 195.88 expected (-46.9% surprise).

  7. 2
    2025-01-31EarningsBeat / raise

    Reported EPS 381.28 vs 221.8 expected (+71.9% surprise).

  8. 1
    2024-10-31EarningsMiss / cut

    Reported EPS 99.03 vs 172.16 expected (-42.5% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-05277.56230.5−16.9%
2026-04-29175.76123.88−29.5%
2026-01-29214.72297.15+38.4%
2025-10-30160.2211.46+32.0%
2025-08-06250.49354.34+41.5%
2025-04-28195.88103.96−46.9%
2025-01-31221.8381.28+71.9%
2024-10-31172.1699.03−42.5%
2024-08-07149.98194.65+29.8%
2024-04-30145.2214.25+47.6%
2024-01-31133.32160.75+20.6%
2023-10-3187.4185.4−2.3%
2023-08-07167.12282.17+68.8%
2023-04-2887.1779.11−9.2%
2023-01-31111.2675.97−31.7%
2022-10-3171.8474.64+3.9%
2022-08-0491.08131.4+44.3%
2022-04-2781.0136.21−55.3%
2022-01-3172.3390.57+25.2%
2021-10-2957.8317.39−69.9%
2021-08-0633.5864.02+90.7%
2021-04-2937.9456.72+49.5%
2021-02-0152.4957.63+9.8%
2020-10-3017.9235.1+95.8%

About Lasertec

Website ↗

Lasertec Corporation engages in the design, manufacture, and sale of inspection and measurement equipment in Japan, South Korea, Taiwan, Other Asia, the United States, and Europe. The company offers semiconductor related products, including Actinic EUV patterned mask inspection system, EUV mask blanks inspection and review system, mask inspection system, mask blanks inspection and review system, EUV pellicle inspection system, EUV mask backside inspection and cleaning system, and mask edge inspection system; phase-shift and transmittance measurement system, and phase-shift measurement system; SiC wafer inspection and review system, GaN wafer inspection and review system, high sensitivity under-layer defect inspection and review system, multi-wavelength wafer inspection system, high sensitivity wafer edge inspection system, wafer edge-dimension measurement system, via depth measurement sy…

1,335 employees · Yokohama, Japan

EUV is a single-vendor tool with a single-vendor optics chain. Mask inspection and photoresist are similarly concentrated in a handful of Japanese firms.

Optics→EUV scanner→Mask + resist→Exposure

What would prove us wrong. Weakens if EUV orders fall for several quarters while leading-node announcements continue — capacity would be adequate.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
ASML
ASML Holding
Sole EUV lithography supplier $1,599.8+1.78%−8.3%+50.2%
4186.T
Tokyo Ohka Kogyo
Photoresists for EUV and advanced nodes ¥7,541.0−2.51%−9.0%+30.4%
4063.T
Shin-Etsu Chemical
Silicon wafers and photoresists ¥5,783.0−0.74%−1.7%+20.1%

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.