Disco Corp

6146: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Disco Earnings: Fundamentals Undeterred by Near-Term Outlook; Long-Term Growth Trajectory Intact

Jing Jie Yu

Oct 23, 2026

Disco’s September quarter revenue and operating margin of JPY 143 billion and 47% grew 36% and 493 basis points year on year, respectively. Management guided for shipments to be flat sequentially and expects revenue and an operating margin of JPY 132 billion and 44% in the next quarter.

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Disco Corp

Disco Earnings: Fundamentals Undeterred by Near-Term Outlook; Long-Term Growth Trajectory Intact

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