• Furukawa Electric published a Q&A transcript from an Aug. 6, 2026 online briefing for institutional investors and analysts on FY2026 Q1 results, led by CFO Koji Aoshima.
• Optical Solutions guidance lifted versus the prior forecast by JPY 25 billion in sales, JPY 16 billion in operating profit; pricing drove nearly half.
• Operating profit uplift split at about JPY 3.5 billion in H1, JPY 5.5 billion in H2 on data-center demand, mix, pricing, Rollable Ribbon Cable.
• Digital Infrastructure Components operating profit raised JPY 12 billion; about JPY 5.5 billion tied to DFB laser chips and SOA on capacity gains.
• Water-cooling modules started production in June; full-scale profit contribution still targeted for H2, including about JPY 18 billion profit growth.

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