確認メモ(原文・英語)Consolidated Financial Results for the Three Months Ended June 30, 2026 (Japanese GAAP), dated and posted 5 August 2026, the same day as the Japanese 決算短信: 14 pages against the Japanese 13, with the qualitative overview of results by segment, financial position and forecasts, the balance sheet, income and comprehensive-income statements, and the notes including segment information. The full-year release (13 May 2026) is 21 pages against 20, with cash flows and segment notes. Q2 (7 Nov 2025) and Q3 (6 Feb 2026) are likewise same-day by PDF creation date and file name. Every period, same day, complete.
確認メモ(原文・英語)The latest English tanshin is Consolidated Financial Results for the Three Months Ended June 30, 2026 (Japanese GAAP, 5 Aug 2026), 14 pages against the Japanese 13. Its contents match the Japanese 目次 item for item: overview of results by segment, financial position, forecast information, balance sheet, income and comprehensive-income statements, and notes (quarterly accounting treatment, segment information by product line and region, shareholders' equity, going concern, cash flow note). The FY2025 full-year tanshin (13 May 2026) is 21 English pages against 20 Japanese and also matches: results, financial position, cash flows, future outlook, accounting-standard stance, the four statements, and notes on going concern, segments, per-share data, subsequent events and additional information. A whole translation.
確認メモ(原文・英語)The Q1 FY2026 English tanshin (5 Aug 2026) carries the quarterly balance sheet, income and comprehensive-income statements, and the same notes as the Japanese, including the full segment tables for both years and the adjustment reconciliation. The Japanese Q1 has no cash-flow statement either. The FY2025 English tanshin adds changes in equity, cash flows, per-share information and subsequent events. Full statements and notes for the latest period.
確認メモ(原文・英語)The English IR Library has the long-term vision/medium-term plan, quarterly results, briefing materials, shareholder communications and sustainability materials only. The Japanese library's 有価証券報告書・半期報告書 section has no English counterpart under any name.
確認メモ(原文・英語)Every English tanshin gives net sales (external and inter-segment) and segment profit for the reportable segments: three product lines (Semiconductor-related; Measuring and Weighing Equipment; Medical and Healthcare Equipment), each split Japan/Americas/Europe/Asia and Oceania. For example, Q1 FY2026 shows Semiconductor-related Japan ¥1,026m profit against ¥1,004m a year earlier, with the corporate-expense adjustment explained. The FY2025 tanshin note '1. Summary of reportable segments' states the basis (regional units by product line, evaluated by the Board) and lists the main products per line, and section 2 gives the measurement method. The decks add sales and profit by business, with weighing/DSP and medical/healthcare sub-lines. Definitions stated and held constant every period.
確認メモ(原文・英語)No Excel or CSV file anywhere in the English IR site. We searched the IR top, IR Library (Long-Term Vision/MTP, Quarterly Report, Briefing Materials, Shareholder Communications, Sustainability), Financial Information (Financial Summary and Financial Indices) and Shareholder Information for xls/csv/excel/zip links. Financial Summary and Financial Indices are HTML bar charts covering four years (FY2023/3 to FY2026/3) of sales, operating, ordinary and net income, BPS, EPS, equity ratio and ROE, plus the FY2027/3 forecast. The only zip ('一括ダウンロード', 2024) is a hidden link to a Japanese document bundle, not a data file.
確認メモ(原文・英語)The FY2025 English tanshin (13 May 2026) 'Future Outlook' gives the FY2027/3 forecast (sales ¥68.0bn, OP ¥7.0bn, ordinary ¥6.9bn, net ¥4.5bn, with a first-half split) and a market view for each segment: a temporary China demand adjustment in semiconductors, EV-related restraint in measuring, and US tariff costs in medical. It also states the assumption USD 1 = JPY 150 and RUB 1 = JPY 1.9. The English FY deck (27 May 2026) adds segment forecasts with sub-lines (p32: Semiconductor ¥8.5bn sales / ¥1.9bn OP; Measuring ¥32.3bn / ¥3.2bn; Medical ¥27.2bn / ¥4.3bn), notes that the Middle East is excluded, and explains the forecast cut in the MTP revision (p13-15: China investment trends, EV slowdown, tariffs, FX assumption moved from 140 to 150). The Q1 tanshin says the forecast is unchanged. Forecast with FX, market view and segment forecasts, revisions explained.
確認メモ(原文・英語)Long-Term Vision 2034 & Medium-Term Business Plan (FY2025-FY2027) is in English (13 May 2025, 34 pages, same as the Japanese 34; both created 12 May 2025). It has consolidated targets (FY2027/3 sales ¥80bn, OP ¥11.7bn, margin 14.6%), targets by business, cost of equity and ROE, cash allocation (¥50bn inflow, ¥15bn growth investment, 30% payout) and the FY2034 ¥150bn/¥30bn vision. The Notice of Revision of Medium-Term Business Plan (13 May 2026, 19 pages EN = 19 JA, both created 13 May; FY2028/3 now ¥75.5bn/¥9.9bn) was also in English the same day, and the English MTP web page carries the revised indicator tables. Current plan and revision, complete and same day.
確認メモ(原文・英語)An English deck for every quarter, same day as the Japanese: Q1 FY2026 Briefing Materials (5 Aug 2026, 14 pages), the FY2025 briefing deck (27 May 2026, 36 pages) and supplementary materials (13 May, 7 pages), Q3 (6 Feb 2026) and both H1 sets. But the Japanese side also publishes a 決算説明会レポート(書き起こし) transcript after the half-year and full-year briefings (latest 5 June 2026), and the English Briefing Materials page has no counterpart. Deck every period without the supplement.
確認メモ(原文・英語)There is no 'why invest' or investment-highlights page or section on the English IR site. The job is done by company-overview material: the English Company Profile PDF (4 pp, June 2026) has corporate data (sales ¥69.3bn, OP ¥9.2bn, over 60% overseas sales, 13 overseas locations) and a business description with sales mix (Medical 38.5%, Measuring 45.5%, Semiconductor 16.0%), and the Business Overview pages frame each business against a societal challenge. The FY deck appendix (p25-30) gives business overview and segment mix. Strengths are described, not framed for an investor.
確認メモ(原文・英語)The English MTP deck (13 May 2025, p25-27) and the FY2025 deck (p14-18) name drivers for each business. Semiconductors: the next-generation photomask CD-SEM HSS-1000, Asian share, electron guns and power sources, and the new factory. Measuring: North America and China sales, laboratory and FA products, thermal-management and EV engineering. Medical: home BP monitors abroad, sleep-measurement monitors, and digital healthcare. Each business has three-year sales and OP targets, split Japan/overseas, and revised figures (semiconductors ¥8.5bn in FY2027/3 recovering to ¥12.5bn). There is no market size, share or capacity figure attached to any driver. Named, some quantified.
確認メモ(原文・英語)No transcript or Q&A in English: the English Briefing Materials page lists decks and supplementary materials only, and the English news archive has no transcript. The Japanese 説明会資料 page publishes 決算説明会レポート(書き起こし) after each half-year and full-year briefing: 2026年3月期 (5 Jun 2026, holdings_session_20260605_jp.pdf), 第2四半期 (12 Dec 2025) and earlier ones back to 2023. Japanese only.
確認メモ(原文・英語)No integrated or annual report in either language, re-checked 21 Oct 2026. The English IR library offers results, securities reports and the Sustainability Initiatives PDF (Nov 2025, 34 pages, an ESG document); the Japanese IR library offers 有価証券報告書・半期報告書 and 株主通信. The English 'Shareholder Communications' are web editions of the 株主通信 newsletter (latest March 2026), not a report. Not found, as 6526 and 4587 (no report in either language). Previously scored 3.
確認メモ(原文・英語)The English Long-Term Vision/MTP deck (13 May 2025) opens with 'Review of Previous Medium-term Business Plan'. P4 sets the final-year FY2025/3 plan against results: sales ¥66.0bn plan vs ¥67.1bn actual (101.6%), and OP ¥9.2bn plan vs ¥8.8bn actual (95.8%). P5 compares the business mix (semiconductors 9.8% to 18.3%, explained as the growth driver behind the sales beat). P6-7 list measures, results and challenges for each business. The previous plan (Post-Merger MTP FY2022-2024, English July 2022) also set sales targets by business, and these are not reconciled. The OP shortfall gets no explanation beyond the challenges list. The 2026 revision sets FY2025 initial plan against actual by segment, but that is the current plan. Reconciliation of the headline targets, partly explained.
確認メモ(原文・英語)No Corporate Governance Report in English; the Japanese site lists every filing to 26 June 2026, and the English governance URL redirects to the Japanese page. The only English governance text is the one-page 'Corporate Governance' section (fundamental view and structure chart) in the Sustainability Initiatives document (26 Nov 2025) - a narrative in place of the filing.
確認メモ(原文・英語)All seven directors stood for re-election, so the English Notice of Convocation of the 49th AGM (posted 3 Jun 2026) covers the whole board. For each it gives date of birth, a dated career history from which board tenure can be read (e.g. Morishima Director since July 1988; Cho since June 2021), shares held and board attendance. The four outside directors are marked [Outside][Independent], with independence matters, reasons for nomination and tenure stated (Daisho 8 years, Shigemitsu 4, Rudy 3, Kamide 1). The p10 skills matrix gives expertise for every director and auditor. The English Board page lists names and titles only. Every director, with tenure, expertise and independence.
確認メモ(原文・英語)The English AGM notice (3 Jun 2026, p10) has a '[Reference] Skills Matrix for Directors and Corporate Auditors after the End of the Annual General Meeting'. It covers all seven directors and three corporate auditors across eight skills (corporate management, technology development, sales/marketing, global business, HR/labor, environment/society, legal/compliance, finance/accounting). The current matrix in English.
確認メモ(原文・英語)No English remuneration disclosure. The English AGM notice is 10 pages against the Japanese 65: it carries only the convocation and the reference documents, which have no remuneration proposal this year, and omits the business report with officers' remuneration. There is no English yuho or CG report. The Sustainability Initiatives PDF (26 Nov 2025) shows only a 'Nominating and Compensation Advisory Committee' box in the governance chart. The MTP and results decks have nothing on executive pay.
確認メモ(原文・英語)NOTICE OF CONVOCATION OF THE 49th ANNUAL GENERAL MEETING, posted in English IR News on 3 June 2026 (the start of electronic provision, same day as the Japanese) for a meeting on 25 June - 22 days - 10 pages with the Reference Documents for all three proposals (surplus, seven directors with profiles and reasons, one auditor); a correction adding text on the outside-director candidates followed in English on 22 June. It states that votes may be cast in writing or online by 5:15 p.m. on 24 June; the '(in Japanese)' tag attaches only to the materials-posting website. No Japanese-only voting label. Re-checked 23 Oct 2026 (G5 voting-site sweep, after the independent audit): the Japanese notice names the voting website, soukai.mizuho-tb.co.jp (Mizuho Trust & Banking), which is in Japanese only, with no English option, as for ESPEC (6859) and Nitto Boseki (3110). Every proposal in English, but a Japanese-only voting route, so 4.
確認メモ(原文・英語)The Japanese IR event page carries 決議ご通知 and 臨時報告書(議決権行使結果) for the 25 June 2026 meeting; the English News and IR pages carry the convocation notice and its correction only. No notice of resolutions and no voting results in English.
確認メモ(原文・英語)Nothing on cross-shareholdings in English. We checked the AGM notice, the Sustainability Initiatives governance section, the MTP deck and revision (whose cash-allocation slides cover growth investment and payout only), the FY2025 deck (including the cost-of-capital slide p22) and the tanshin. The policy and holdings are only in the Japanese CG report and 有価証券報告書.
確認メモ(原文・英語)The English homepage (https://andholon.com/en/) body has a visible 'Investor Information' link to /en/ir/, which is one click. It also has direct cards to the latest results, deck, MTP and sustainability pages. The header 'Investor Relations' item opens a menu whose IR top link is also there. One click.
確認メモ(原文・英語)We sampled 19 English document links across types and years. All opened as English: tanshin 20260805, 20260513, 20260206, 20251107, 20240829, 20240607, 20240207 and 20220826; decks 20260527, 20260805, 20251127, 20250530, 20221212 and 20220711; MTP 20250513 and revision 20260513; Sustainability Initiatives 2023; AGM notices 2026, 2025 and 2024 plus the 22 Jun 2026 correction; news 20260710, 20260714 and 20260528; Company Profile. Only stray CJK characters appear, in deck charts and PDF metadata. All English.
確認メモ(原文・英語)The same sample (see O2), from 2022 to Sept 2026, plus the HTML shareholder-communication editions (202306, 202512, 202603) and the A&D past-library page, all opened in the rendered browser with content. None was dead. One link is mislabelled: the 2024 news item 'Notice of Convocation of the 47th AGM' points at holdings_20230619_en.pdf, which opens a June 2024 notice, so the link is live. All live.
確認メモ(原文・英語)These English IR pages all rendered their content: IR top (IR News, pick-ups, menus), IR Library, Quarterly Report, Briefing Materials, Long-Term Vision/MTP (with the revised indicator tables), Shareholder Communications, Sustainability, Financial Summary and Financial Indices (charts with values), Share Price Information, and the News archives by year. We found no empty lists or failed widgets. Share Price Information is just a text link to the Mizuho Securities site (marked Japanese only), not a failed widget. Every page renders.
確認メモ(原文・英語)The IR Library is split by type across pages (Quarterly Report, Briefing Materials, MTP, Shareholder Communications, Sustainability), grouped by fiscal year but undated. The English News archive (/en/news/, one page per year) is a single dated list carrying every type: tanshin, decks, supplementary materials, AGM notices and corrections, the MTP and its revision, sustainability, shareholder communications and timely notices. It is tagged only IR/Corporate/HR, not by document type. One dated all-types list, untyped.
確認メモ(原文・英語)The archive spans the holding company's whole life since 2022, across types: tanshin for every quarter from Q1 FY2022 (Jun 2022) to Q1 FY2026, briefing decks from the FY2022/3 results and the July 2022 post-merger MTP, shareholder communications from FYE Mar 2023, sustainability documents 2023-2025, AGM notices 2024-2026, and news archives 2022-2026. A&D's pre-2022 library is linked as well. Several years across document types.
確認メモ(原文・英語)The English IR menu has no contact item; the site-wide 'Contact us' (footer) offers stock-transfer agent, product companies and an 'Other Inquiries' general form with no IR category, and points to FAQs that are Japanese only (the Japanese IR menu has its own お問い合わせ). The English tanshin names Koji Takahashi, Director and Senior Executive Officer, +81-48-593-1590; the FY supplementary deck gives contact@irpartners.co.jp for briefing registration only. Document-header band.
確認メモ(原文・英語)Q1 FY2026: the English tanshin and deck are both listed 5 Aug 2026, as are the Japanese ones (EN tanshin PDF created 4 Aug). FY2025: the English tanshin and supplementary materials are listed 13 May 2026, the same day as the Japanese (EN tanshin created 13:24 that day), and the full briefing deck 27 May 2026 in both languages. Q3 (6 Feb 2026) and H1 (7 Nov and 27 Nov 2025) are also matched pairs. Older periods were weeks late (Dec 2023 quarter EN 29 Feb vs JA 7 Feb 2024; FY2024/3 EN 7 Jun vs 14 May; June 2024 quarter EN 29 Aug vs 5 Aug), but every period from the September 2024 half-year (8 Nov 2024) onward has been same day. Tanshin and deck same day every recent period.
確認メモ(原文・英語)Per-document lags (listing dates): Q1 FY2026 tanshin EN 5 Aug vs JA 5 Aug 2026 = 0. FY2025 tanshin 13 May vs 13 May 2026 = 0. 49th AGM notice EN 3 Jun vs JA 3 Jun 2026 = 0 (EN PDF created 1 Jun). Corporate Governance Report (JA 26 Jun 2026): no English, counted >90. Yuho (JA 23 Jun 2026): no English, counted >90. Median 0 days.
確認メモ(原文・英語)The Japanese holdings news list for 16 Oct 2025 to 16 Oct 2026 has these timely notices, and the English list has nearly all of them on the same date: Thompson Scale business acquisition (27 Oct 2025), HOLON new factory (26 Dec), executive changes (24 Mar 2026), change of major shareholder (7 Apr), inappropriate expenditures at a subsidiary, MTP revision and dividend increase (13 May), summary orders (28 May), METI hearing (16 Jun), major-shareholder correction (8 Jul), ADC acquisition (10 Jul), administrative disposition (14 Jul) and HOLON research results (10 Sep). The search of a subsidiary is one day late: JA 23 Dec, EN 24 Dec 2025. Japanese-only items are subsidiary personnel notices (29 Jan, 24 Mar, 27 Apr, 23 Jun ×2, 24 Jun) and the 15 Oct 2026 SAAJ disclosure-award notice. Nearly all, one a day late.
確認メモ(原文・英語)No machine-translation notice on the rendered English pages: no banner or pop-up on the homepage, IR pages or shareholder communications. The English Terms and Conditions and Recommended Browser Environment pages say nothing about machine translation. The tanshin, MTP revision and AGM notice carry only the human-translation precedence line ('the original shall prevail'), which belongs to R5. Nothing presented as machine-translated.
確認メモ(原文・英語)The tanshin, the AGM notice and its correction each say 'the original shall prevail'. The briefing decks and supplementary materials carry no such statement. Disclaimed on some documents.
Investor question: Which e-beam and metrology R&D programs generate the revised semiconductor target? IR preparation: bridge R&D, orders, margins and returns.
当調査の分析(会社の説明ではありません)
約束は具体的か5/5Group, semiconductor-business, investment, R&D, cash-flow and payout targets are quantified.
実行の経過を追えるか4/5Management revised the targets transparently, but final deployment and outcomes are not yet due.
経済性を説明しているか5/5The plan links a detailed cash allocation to segment profit and payout targets.
目標に対する結果を報告しているか時期未到来The FY2027 endpoint is not due.