Wacom Co., Ltd.
6727・Prime Market・Electric Appliances
Branded Products Business
In-house brand business offering pen tablets and displays for creators
| Period | Current | Previous | Change |
|---|---|---|---|
| Net sales (FY2025 (ended March 2025), full year) | ¥28,745 million | ¥33,814 million | ↓ |
| Segment loss (FY2025 (ended March 2025), full year) | △¥2,879 million | △¥4,520 million | ↑ |
| Segment assets (as of end of FY2025 (ended March 2025)) | ¥11,404 million | ¥13,347 million | ↓ |
| Net sales (cumulative 3Q, FY2026 (ending March 2026)) | ¥24,715 million | ¥23,248 million | ↑ |
| Segment profit (cumulative 3Q, FY2026 (ending March 2026)) | ¥1,688 million | △¥1,645 million | ↑ |
Business Details
Develops, manufactures, and sells products centered on pen tablets and pen displays (Wacom Cintiq Series, etc.) for a wide range of applications including graphic design, video production, illustration, education, and healthcare. Comprised of two pillars: Creative Solutions (display products and pen tablet products) and Business Solutions (for finance, healthcare, and government sectors). Accounts for approximately 25% of the Company Group's total net sales.
Recent Overview
Achieved year-on-year sales growth for the first time in 5 fiscal years and returned to profitability for the first time in 4 fiscal years in the cumulative 3Q period
In the cumulative nine months of FY2026 (ending March 2026) (April to December 2025), net sales were ¥24,715 million (up 6.3% year on year), exceeding the prior-year period for the first time in 5 fiscal years. Segment profit reached ¥1,688 million (versus a segment loss of ¥1,645 million in the prior-year period), marking a return to profitability for the first time in 4 fiscal years. This was driven by the effect of fixed cost reductions from the business structure reforms implemented in the previous fiscal year, as well as increased sales of portable creative products and mid-range display products following the launch of new products (Wacom Cintiq, Wacom MovinkPad 11 and Pro 14). The full-year outlook calls for net sales of ¥32,000 million (up 11.3% year on year) and segment profit of ¥1,700 million (versus a segment loss of ¥2,879 million in the prior year).
Key Products
Growth Drivers
- Emergence of fixed cost reduction effects from the business structure reforms implemented in the previous fiscal year (return to profitability for the first time in 4 fiscal years in the cumulative 3Q period of FY2026 (ending March 2026))
- Renewal of the product portfolio: increased sales of portable creative products and mid-range display products driven by the launch of the Wacom MovinkPad 11 and Pro 14 and the new mid-range Wacom Cintiq product
- Streamlining of sales operations, including a shift to a direct sales model from Japan in certain overseas regions
- Solid demand for business solutions serving the finance, healthcare, and government sectors
Risks
- Weak demand for Creative Solutions due to changes in consumer behavior and market conditions (in the prior fiscal year, both display and pen tablet products saw year-on-year sales declines)
- Foreign exchange impact on net sales and profit from yen appreciation (the yen appreciated year on year in 3Q of FY2026 (ending March 2026))
- Risk of demand-period fluctuations associated with changes in US tariff policy
- Risk of temporary sales declines due to discontinuation of old models and demand hesitation associated with the product portfolio renewal
- Share and pricing pressure from intensifying competition with global manufacturers
Last updated: June 24, 2026