Stock Markets February 16, 2026

Olympus Shares Plunge After Firm Lowers Full-Year Profit Forecast

Medical devices maker cuts net profit outlook amid higher costs, softer U.S. endoscope sales and FDA re-inspections

By Marcus Reed
Olympus Shares Plunge After Firm Lowers Full-Year Profit Forecast

Olympus Corp. saw its stock tumble after revising down its fiscal net profit forecast and reporting a decline in adjusted quarterly profit. The company cited higher expenses, weaker U.S. sales of gastrointestinal endoscopes and voluntary shipment suspensions following U.S. FDA re-inspections as factors driving the cut.

Key Points

  • Olympus lowered its fiscal year net profit forecast to 50-59 billion yen from 94 billion yen, citing weaker U.S. sales and voluntary suspension of some U.S. shipments after FDA re-inspections at eight U.S. facilities.
  • Adjusted profit for the quarter ended December 31 declined 9% even as revenue rose slightly, with margins pressured by higher expenses and softer U.S. gastrointestinal endoscope sales.
  • Shares dropped over 13% to 1,603.5 yen, the weakest level since June 2025, making Olympus the worst performer on an otherwise flat Nikkei 225.

Olympus Corp. (TYO:7733) experienced a sharp drop in its share price on Monday after the medical equipment manufacturer reduced its profit outlook for the fiscal year ending March 31. Shares fell more than 13% to 1,603.5 yen - their lowest level since June 2025 - making Olympus the weakest performer on the Nikkei 225, which otherwise held roughly flat for the day.


Quarterly results and margin pressure

For the three months to December 31, Olympus reported an adjusted profit that declined by 9% compared with the prior period, even as revenue edged higher. The company said margins deteriorated during the quarter, attributing the weakness to elevated expenses. Sales weakness for its core gastrointestinal endoscope business in the U.S. was also cited as a factor in the quarterly performance.

Revised full-year outlook

In response to the recent trends, Olympus lowered its forecast for net profit attributable to shareholders for the fiscal year ending March 31, cutting the range to between 50 billion yen and 59 billion yen from its earlier projection of 94 billion yen. The company attributed the revision in part to softer sales in the United States and to voluntary suspension of certain U.S. shipments after the U.S. Food and Drug Administration conducted re-inspections at eight U.S. facilities in late-2025.

Olympus did not disclose additional details about the outcomes of the FDA reviews when announcing the guidance reduction.

Regulatory compliance and ongoing costs

Management noted continued expense pressure related to ongoing regulatory compliance work. Olympus is still incurring additional costs tied to its Elevate compliance program, which the firm launched in 2023 following several FDA alerts concerning patient safety of its devices. CEO Bob White said he expects a bulk of the outstanding issues to be resolved during the company’s fiscal fourth quarter.

Market reaction and context

The downward revision and the lingering compliance costs appear to be central drivers of investor concern, reflected in the steep share-price decline. While the Nikkei 225 showed little net movement on the day, Olympus stood out as a clear laggard following the announcement.

The company has not provided additional data on the FDA re-inspections' findings, and the timing and extent of cost reductions tied to compliance efforts remain tied to the resolution timeline management has outlined.

Risks

  • Ongoing FDA-related reviews - The company has not released further details on the results of the re-inspections at eight U.S. facilities, creating uncertainty for U.S. shipments and sales.
  • Elevated regulatory compliance costs - Continued expenses related to the Elevate program are weighing on margins and could persist until compliance issues are resolved.
  • Sustained weakness in U.S. endoscope demand - Softer sales of core gastrointestinal endoscopes in the United States directly impacted revenue and contributed to the lowered profit guidance.

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