HPC SYSTEMS Inc.
6597・Growth Market・Electric Appliances
HPC Business
Core business providing one-stop solutions for scientific and technical computing computers
| Period | Current | Previous | Change |
|---|---|---|---|
| Revenue (cumulative Q3 FY2026, ending June 2026) | ¥4,052 million | ¥3,802 million (cumulative Q3 FY2025, ending June 2025) | ↑ |
| Segment profit (cumulative Q3 FY2026, ending June 2026) | ¥456 million | ¥459 million (cumulative Q3 FY2025, ending June 2025) | ↓ |
| Revenue year-on-year change | +6.6% | — | ↑ |
| Segment profit year-on-year change | -0.6% | — | ↓ |
| Revenue (full year FY2025, ending June 2025) | ¥4,569 million | — | — |
| Segment profit (full year FY2025, ending June 2025) | ¥460 million | — | — |
Business Details
Serving universities, public research institutions, and R&D centers of private companies, the company provides a one-stop offering spanning high-performance computer (HPC) system integration for scientific and technical computing, software development and sales, contract computing and research support, and cloud services. With computational chemistry (life science and materials science) as a key focus area, the long-standing relationships built over many years with universities, research institutions, and corporate R&D departments serve as the source of competitive advantage. Market growth is expected against the backdrop of expanding AI and DX demand.
Recent Overview
Solid demand from private companies and universities, but profit margin declined due to large low-margin orders; revenue up, profit down
In the cumulative third quarter of FY2026 (ending June 2026), demand from both private companies and universities/public research institutions remained solid, securing revenue of ¥4,052 million (up 6.6% year on year). On the other hand, some large-scale orders from universities were won at low gross margins, leading to a decline in profit margin. In addition, selling, general and administrative expenses increased due to higher personnel costs from increased headcount and higher sales expenses, resulting in a slight decline in segment profit to ¥456 million (down 0.6% year on year). While revenue growth was secured, improving profit margins remains a challenge.
Key Products
Growth Drivers
- Continued growth of the scientific and technical computing market driven by expanding AI and DX demand
- Steady demand from universities and public research institutions
- Efforts to improve profit margins through thorough project management
- Revenue diversification through strengthening the overseas software licensing business
- Capturing new demand in AI-integrated fields such as materials informatics
- Expanding application of HPC to social infrastructure fields such as 5G and connected cars
- Revenue expansion through securing large-scale orders for HPC servers
Risks
- Risk of declining profit margins due to low-margin orders on large-scale university projects
- Rising import costs due to the ongoing yen depreciation (many HPC devices are imported)
- Global economic slowdown and supply chain disruption due to uncertainty in US trade policy
- Risk of rising material costs, including historically high memory prices
- Increasing costs for securing and developing talent amid accelerating technological innovation (continued increase in personnel expenses due to headcount growth)
- Revenue volatility risk due to dependence on specific customers/projects
- Risk of a rebound decline following large overseas orders
Last updated: September 29, 2025