[{"data":1,"prerenderedAt":182},["ShallowReactive",2],{"triple-beat-4062":3,"og-beat-monitoring-4062":181},{"ticker":4,"name":5,"description":6,"epsLabel":7,"guidanceLabel":8,"stockLabel":9,"quarters":10,"tableNotes":152,"highlightQuarter":70,"highlightDescription":157,"sources":158,"latestStock":177,"guidancePolicyNote":180},"4062","イビデン","FC-BGA（フリップチップBGA）パッケージ基板の世界トップサプライヤー。NVIDIA Blackwell / Rubin など最先端AI GPU向け高機能ICパッケージ基板で独占的地位。3月期決算。米国とは違い四半期ガイダンスは出さず、通期業績予想（会社予想）を期初に出して期中で修正する形が標準。アナリスト四半期コンセンサスはほぼ非公開のためビート率はn/aとし、前年同期比YoYと決算翌日の株価反応で代替する。直近10四半期（FY24 Q3〜FY26 Q4）はAI需要崩壊→生成AIサーバ向け爆発による典型的V字回復。","純利益（億円、株主帰属、連結）","次Q会社ガイダンス（日本企業は四半期非開示のためn/a）","決算日終値（株式分割調整後）",[11,27,41,55,69,83,97,111,125,138],{"quarter":12,"reportDate":13,"event":14,"revenue":15,"eps":20,"guidance":18,"stock":23},"Q3 FY24","2024/2/1","AI需要の追い風で増収増益、Blackwell向け期待先行",{"actual":16,"consensus":17,"beatPct":18,"yoyPct":19},"925億円","n/a",null,-10.3,{"actual":21,"consensus":17,"beatPct":18,"yoyPct":22},"95億円",-22.4,{"reportClose":24,"nextClose":25,"changePct":26},"3,784円","3,690円",-2.5,{"quarter":28,"reportDate":29,"event":30,"revenue":31,"eps":34,"guidance":18,"stock":37},"Q4 FY24","2024/5/1","FY24通期着地：売上3,705億(-11%)、営利476億(-34%)。AI拡大シナリオに対し決算で失望",{"actual":32,"consensus":17,"beatPct":18,"yoyPct":33},"903億円",-10.4,{"actual":35,"consensus":17,"beatPct":18,"yoyPct":36},"41億円",-49.6,{"reportClose":38,"nextClose":39,"changePct":40},"3,074円","2,696円",-12.3,{"quarter":42,"reportDate":43,"event":44,"revenue":45,"eps":48,"guidance":18,"stock":51},"Q1 FY25","2024/8/2","営業利益は前年小さい基底からYoY +38%だが、市場期待には届かず急落",{"actual":46,"consensus":17,"beatPct":18,"yoyPct":47},"882億円",-6.7,{"actual":49,"consensus":17,"beatPct":18,"yoyPct":50},"88億円",21,{"reportClose":52,"nextClose":53,"changePct":54},"2,530円","2,139円",-15.5,{"quarter":56,"reportDate":57,"event":58,"revenue":59,"eps":62,"guidance":18,"stock":65},"Q2 FY25","2024/10/31","上期通過、AI向け基板の生産能力立ち上げ遅延が嫌気",{"actual":60,"consensus":17,"beatPct":18,"yoyPct":61},"934億円",0.4,{"actual":63,"consensus":17,"beatPct":18,"yoyPct":64},"117億円",10.4,{"reportClose":66,"nextClose":67,"changePct":68},"2,484円","2,334円",-6.1,{"quarter":70,"reportDate":71,"event":72,"revenue":73,"eps":76,"guidance":18,"stock":79},"Q3 FY25","2025/2/4","営利63.5億(-51%)で大幅減益、通期下方修正で15%急落（過去10Qで最悪反応）",{"actual":74,"consensus":17,"beatPct":18,"yoyPct":75},"888億円",-4.1,{"actual":77,"consensus":17,"beatPct":18,"yoyPct":78},"43億円",-55,{"reportClose":80,"nextClose":81,"changePct":82},"2,250円","1,900円",-15.6,{"quarter":84,"reportDate":85,"event":86,"revenue":87,"eps":90,"guidance":18,"stock":93},"Q4 FY25","2025/5/8","FY25着地：売上3,694億・営利476億で前年並み。下期から復調シグナル、+17%で大幅反発",{"actual":88,"consensus":17,"beatPct":18,"yoyPct":89},"991億円",9.7,{"actual":91,"consensus":17,"beatPct":18,"yoyPct":92},"89億円",117.4,{"reportClose":94,"nextClose":95,"changePct":96},"2,062円","2,412円",17,{"quarter":98,"reportDate":99,"event":100,"revenue":101,"eps":104,"guidance":18,"stock":107},"Q1 FY26","2025/8/1","営利176億(+56%)で急回復スタート、Blackwell量産向け出荷拡大",{"actual":102,"consensus":17,"beatPct":18,"yoyPct":103},"975億円",10.5,{"actual":105,"consensus":17,"beatPct":18,"yoyPct":106},"127億円",44.4,{"reportClose":108,"nextClose":109,"changePct":110},"3,143円","3,280円",4.3,{"quarter":112,"reportDate":113,"event":114,"revenue":115,"eps":118,"guidance":18,"stock":121},"Q2 FY26","2025/10/30","上期累計で会社予想を上回り上方修正、株式分割（1→2）も公表",{"actual":116,"consensus":17,"beatPct":18,"yoyPct":117},"980億円",5,{"actual":119,"consensus":17,"beatPct":18,"yoyPct":120},"93億円",-20.2,{"reportClose":122,"nextClose":123,"changePct":124},"6,798円","7,308円",7.5,{"quarter":126,"reportDate":127,"event":128,"revenue":129,"eps":132,"guidance":18,"stock":134},"Q3 FY26","2026/2/3","10-12月単期 経常+78%・営利+88%で実績は堅調も、通期想定の保守的維持で株価-14%",{"actual":130,"consensus":17,"beatPct":18,"yoyPct":131},"1,031億円",16.2,{"actual":91,"consensus":17,"beatPct":18,"yoyPct":133},109.1,{"reportClose":135,"nextClose":136,"changePct":137},"8,391円","7,200円",-14.2,{"quarter":139,"reportDate":140,"event":141,"revenue":142,"eps":145,"guidance":18,"stock":148},"Q4 FY26","2026/5/11","FY26通期：売上4,162億(+12.7%)・営利620億(+30.3%)・純利637億(+89%)。FY27予想 売上5,000億(+20%)・営利900億(+45%)で過去最高益見通し、4期ぶり高値更新",{"actual":143,"consensus":17,"beatPct":18,"yoyPct":144},"1,176億円",18.6,{"actual":146,"consensus":17,"beatPct":18,"yoyPct":147},"327億円",267.4,{"reportClose":149,"nextClose":150,"changePct":151},"15,655円","16,550円",5.7,[153,154,155,156],"決算発表日終値は2025年10〜11月実施の1→2株式分割を反映した「調整後終値」。FY24 Q3（2024/2/1）の調整後3,784円とFY26 Q4（2026/5/11）の調整後15,655円は同じ分割段階基準で直接比較可能（株価約4倍）。","ビート率（beatPct）はアナリスト四半期コンセンサスがほぼ非公開のためn/a。代わりにYoYと翌日株価で反応を読む。日本企業は四半期ガイダンスを出さないため次Qガイダンスも欠損。","EPS欄は単四半期の親会社株主帰属当期純利益（億円ベース）。NVDA等の1株あたりEPSとは単位が異なる。","実績数値はirbank.net掲載の四半期決算サマリ（決算短信由来）、株価はYahoo!ファイナンス時系列の調整後終値を引用。","10四半期で最悪の反応はFY25 Q3（2025/2/4発表）。10-12月期 営業利益63.5億円（前年同期比-50.7%）と大幅減益、通期業績予想を下方修正、翌営業日株価-15.6%（調整後2,250→1,900円）で過去5年の安値圏に突入。この時点ではBlackwell向け基板の歩留まり問題と、AI向け以外のメインフレーム/サーバ用基板の在庫調整が重なっていた。\n\nだが翌Q（FY25 Q4 2025/5/8発表）でFY25着地と同時に下期復調シグナル＋FY26予想で売上4,200億・営利620億の急回復ガイドを示し+17%反発。以降FY26は4四半期連続で売上YoYプラス、営利YoY +56%→-13%→+88%→+37%と回復軌道に乗り、FY26通期は売上4,162億(+12.7%)、営業利益620億(+30.3%)、純利益637億(+89%)で着地。さらにFY27予想は売上5,000億(+20%)、営業利益900億(+45%)、純利益580億 — 4期ぶりの最高益更新ガイドを示した。\n\n株価は調整後ベースでFY25 Q3安値1,900円 → FY26 Q4後16,550円まで約8.7倍。NVIDIAのAIサーバ需要爆発を最大限享受したFC-BGA基板の独占ポジションが、決算と株価の両方で1年で完全に評価され直した典型例。",[159,162,165,168,171,174],{"label":160,"url":161},"イビデン IRライブラリー 決算短信","https://www.ibiden.co.jp/ir/library/statement/",{"label":163,"url":164},"イビデン 決算説明会資料","https://www.ibiden.co.jp/ir/library/presentation/",{"label":166,"url":167},"IRBANK 4062 イビデン 四半期進捗","https://irbank.net/E00775/quarter",{"label":169,"url":170},"IRBANK 4062 イビデン 業績推移","https://irbank.net/E00775/pl",{"label":172,"url":173},"Yahoo!ファイナンス イビデン(4062)時系列","https://finance.yahoo.co.jp/quote/4062.T/history",{"label":175,"url":176},"決算速報 イビデン Q3 FY26（株探）","https://kabutan.jp/news/?b=k202602030052",{"date":178,"close":179},"2026-05-28","19,740円","イビデン（4062）は日本企業のため米国勢のような『次Q売上・EPS の会社ガイダンス』は非開示。会社が決算短信で出すのは通期業績予想（売上収益・営業利益・純利益）で、決算ごとに上方/下方修正する形が標準。さらに英語圏アナリストの四半期コンセンサスもほぼ非公開のため、本表ではビート率（beatPct）も n/a 扱いとし、前年同期比 YoY と決算翌日の株価反応で代替している。次Q・通年とも会社ガイドのチャートは描けないためページから省略している。","https://log.eurekapu.com/og/pages/general/beat-monitoring-4062.png?title=4062%20%E3%82%A4%E3%83%93%E3%83%87%E3%83%B3%20-%20%E3%83%93%E3%83%BC%E3%83%88%E3%83%A2%E3%83%8B%E3%82%BF%E3%83%AA%E3%83%B3%E3%82%B0&sig=9fbfbfb64675a9b3",1783124607220]