Fujikura signed fusion tape deal: what it means for Fujikura stock

Published on 10/13/2026 at 09:09 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

The agreement covers more than 10,000 km of superconducting tape. Fujikura stock stood at EUR 28.64 on October 13, 2026, with JPY 8.4 trillion in value.

Fujikura agreed on September 30, 2026 to supply more than 10,000 km of high-temperature superconducting tape.
The company had raised fiscal 2027 operating profit guidance to JPY 432.0 billion on August 7, 2026.
Fujikura was trading at EUR 28.64 at Lang & Schwarz on October 13, 2026 at 9:07 a.m. CEST.
The Tokyo-listed stock had a JPY 2,610.83 to JPY 7,933.00 52-week range and JPY 8.4 trillion market capitalization.

Fujikura, JP3811000003, Illustration mit AI erstellt.

Fujikura (JP3811000003) had agreed on September 30, 2026 to supply more than 10,000 km of high-temperature superconducting tape to Commonwealth Fusion Systems. The contract gives the cable maker a concrete role in the planned ARC fusion power plant supply chain, while Fujikura stock was trading at EUR 28.64 at Lang & Schwarz on October 13, 2026 at 9:07 a.m. CEST.

Three dates show the buildup

On June 25, 2026, JPX Market Explorer reported Fujikura fiscal 2026 sales of JPY 1,182,358 million and net income of JPY 157,163 million. Those figures established a higher earnings base before the next forecast revision.

On August 7, 2026, JPX Market Explorer said Fujikura raised fiscal 2027 operating profit guidance from JPY 310.0 billion to JPY 432.0 billion. Full-year sales guidance also rose from JPY 1,462.0 billion to JPY 1,755.0 billion, a quantified upgrade tied to optical component demand from data centers.

On September 30, 2026, JPX Market Explorer recorded the supply agreement with Commonwealth Fusion Systems for more than 10,000 km of high-temperature superconducting tape. Fujikura is investing in manufacturing capacity, making execution and production scaling the key operational test behind the announcement.

What does the deal mean?

The order extends Fujikura's growth story beyond optical fiber and data-center connectivity into fusion infrastructure. The reported volume exceeds 10,000 km, but the source does not provide a contract value, so the immediate financial contribution cannot be measured from the agreement alone.

The more measurable anchor is the fiscal 2027 guidance. Operating profit of JPY 432.0 billion is JPY 122.0 billion above the previous JPY 310.0 billion forecast, while sales guidance is JPY 293.0 billion higher than the previous JPY 1,462.0 billion.

Results and dates ahead

Simply Wall St listed November 10, 2026 as Fujikura's next reporting date for the second quarter of fiscal 2027. Its latest reported first-quarter revenue was JPY 402.0 billion and net income was JPY 80.4 billion for the quarter ended June 30, 2026.

The next scheduled reference points are the second-quarter results on November 10, 2026 and the dividend payment date on December 2, 2026, both identified in Simply Wall St coverage.

Stock price and valuation context

Fujikura was trading at EUR 28.64 at Lang & Schwarz on October 13, 2026 at 9:07 a.m. CEST. The Tokyo-listed quote was JPY 5,070 at 3:30 p.m. JST on October 13, 2026, and the 52-week range was JPY 2,610.83 to JPY 7,933.00.

The company's market capitalization was JPY 8.4 trillion as of October 13, 2026. The combination of elevated valuation context, raised guidance and a large but long-dated fusion supply agreement leaves the November results as the next figure-driven test of delivery.

The further course of trading is shown by the continuously updated real-time quote of Fujikura stock.