Fujifilm Holdings
ConvictionContext
Mixed B2B/B2C: hardware (endoscopes, cameras, printers), high-margin proprietary materials (semiconductor/display/data-tape), recurring CDMO manufacturing-services contracts, medical-IT services, and consumables (instax film, x-ray/print media). ~65% of revenue is overseas, so results are highly FX-sensitive.
Revenue
JPY 3,357.0B~$20.7B), FY ended Mar-2026Rev growth
+5.0% YoYFY ended Mar-2026 vs JPY 3,195.8B prior yearGross margin
not separately disclosedin the summary release; historically ~40% (approx.Op margin
10.4%operating income JPY 350.2B, +6.1% YoYCapex intensity
Elevated: net cash usedin investing JPY 554.6B (~16.5% of revenue) during the Bio CDMO + semiconductor-materials build-out cycle - the reason FCF is negativeMarket cap
~$26.6BJPY 4.31T, TSE:4901 @ JPY 3,608, Jul 6 2026; ADR FUJIY OTCThe read
Where our coverage leans
Coverage leans bullish
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Full financial intelligence for Fujifilm Holdings
Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range
Not investment advice — analyst work product for a qualified professional.· intel vintage 2026-07· sign in (free) for the analyst summary; Pro unlocks full intelligence