FUJIFILM Q1 Earnings Fall 30% on Bio CDMO Costs, Revenue Hits Record

EarningsCorporate Action
โดย Zacks Investment Research·JP·Read original
Summary · why it matters

FUJIFILM Holdings reported first-quarter fiscal 2026 earnings of ¥31.26 per share, down 30% year over year, as net income fell 30.4% to ¥37.4 billion. Revenues rose 10.3% to a record ¥826.5 billion, driven by Healthcare, Electronics, Imaging and favorable currency effects, but operating income declined 32% to ¥51.2 billion due to higher fixed costs in Bio CDMO, one-time Business Innovation restructuring costs and rising raw material prices. Healthcare revenues increased 12.4% to ¥256.8 billion, yet the segment swung to an operating loss of ¥12.7 billion from income of ¥4.3 billion a year earlier, while Electronics revenues surged 25% to ¥127.7 billion and operating income rose 38.2% to ¥31.1 billion. Business Innovation revenues edged down 0.1% to ¥273.2 billion, and the segment recorded a ¥1.4 billion operating loss versus ¥15.6 billion of income a year ago, as FUJIFILM also began assessing a partial spin-off of the unit within the next two to three years. The company raised its full-year revenue forecast by ¥90 billion to ¥3,560 billion but kept its operating income outlook at ¥365 billion and net income view at ¥280 billion, while cutting Healthcare operating income guidance to ¥41 billion from ¥69 billion due to delayed Bio CDMO profitability.

Impact on stocks 4

Biotech & Genomic Medicine▼ · 2 stocks
FUJIFILM Holdings Corp
4901
▼ NegativeCapitalrelevance

Q1 earnings fell 30% on Bio CDMO costs and restructuring, with Healthcare swinging to loss and guidance cut.

Artificial Intelligence▲ · 1 stocks
Cloud & Digital Infrastructure▲ · 1 stocks

Theme Impact 1

Related news

Avantor Expands RIM Single-Use Bioprocessing Portfolio Across APAC

Avantor has expanded the availability of its RIM single-use bioprocessing portfolio across the Asia Pacific region, strengthening its presence in a key biopharma manufacturing market. The portfolio includes single-use consumables such as bioprocessing bags, assemblies, tubing and components, plus mixing and storage hardware, and is manufactured at Avantor's Changzhou, China facility, the company's first single-use production site in APAC. That 2,600-square-meter plant operates under ISO 9001:2015 certification and Good Manufacturing Practice standards, and RIM products are available exclusively to APAC customers. The move aligns with management's broader Revival strategy, and in the second quarter of 2026 the Bioscience & Medtech Products segment posted double-digit order growth and a book-to-bill ratio of 1.1x, with management expecting the segment to return to organic growth in the second half of 2026. Avantor currently has a market capitalization of $10.56 billion, and its shares have gained 38.4% year to date versus 3.4% growth for the industry and a 10.1% rise in the S&P 500.
AVTR ▲
Biotech & Genomic Medicine
Zacks Investment Research·16hRead more →
▲

Andelyn Begins Commercial Manufacturing of Ultragenyx's FDA-Approved FAYUVI Gene Therapy

Andelyn Biosciences announced it is now manufacturing FAYUVI, Ultragenyx Pharmaceutical Inc.'s FDA-approved gene therapy for Sanfilippo syndrome type A, also known as mucopolysaccharidosis type IIIA, for commercial supply at its Columbus, Ohio facility. The move follows the U.S. Food and Drug Administration's approval of FAYUVI, making it the first FDA-approved gene therapy manufactured using the Andelyn AAV Curator Platform process. Sanfilippo syndrome type A is a rare, fatal lysosomal storage disease that primarily affects the central nervous system and is marked by rapid neurodegeneration beginning in early childhood; it is estimated to affect 3,000 to 5,000 patients worldwide, with a median life expectancy of 15 years. Andelyn Chief Executive Officer Wade Macedone said the company is proud to manufacture an FDA-approved gene therapy for commercial use using an AAV Curator Platform process, calling the milestone a reflection of the purpose behind Andelyn's founding. Andelyn, a full-service FDA-inspected cell and gene therapy commercial CDMO with more than 20 years of experience, has produced clinical and commercial material for more than 500 cGMP batches and 85 global clinical trials.
RARE ▲
Biotech & Genomic Medicine ▲
PR Newswire·18hRead more →
▲2

Charles River Laboratories Launches Rapid Cell Banking Platform With 40% Faster Production

Charles River Laboratories International unveiled new rapid cell banking and release programs that use advanced sequencing and in vitro tools to shorten biologics and advanced therapy cell bank lead times for biopharma clients. The platform cuts cell bank production time by 40% and combines rapid microbiological methods with NGS characterization, including the iDTECT NGS platform, to support regulatory readiness. Charles River says the approach reduces reliance on animal testing by incorporating alternative in vitro methods aligned with the 3Rs framework. The company, a US life sciences group with a market cap of about $13.1b, positions the offering for time-sensitive programs where delays are costly. Investors will watch for booked projects using the iDTECT NGS platform, client mix in advanced therapies, and whether the services appear in updated segment revenue breakdowns.
CRL
Biotech & Genomic Medicine ▲
Simply Wall St·20hRead more →
© 2026 MarketDXNews