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Fanuc (6954) investor relations material

Fanuc Q3 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2026 earnings summary26 Jan, 2026

Executive summary

  • Net sales for the first three quarters of FY2025 reached ¥623.3 billion, up 6.5% year-over-year, with operating income at ¥127.7 billion (+15.6%) and net income at ¥116.9 billion (+13.7%).

  • Comprehensive income increased 42.6% year-over-year to ¥168,819 million.

  • Full-year FY2025 sales are forecast at ¥840.7 billion, an increase of ¥43.6 billion from FY2024, with both sales and income expected to rise year-over-year.

  • The company faced uncertainties from geopolitical risks, tariffs, and foreign exchange fluctuations but implemented sales expansion and cost reduction initiatives.

  • Upward revision of performance forecast reflects solid business trends and strong demand, especially in China and the Americas.

Financial highlights

  • Operating income for the nine months was ¥127,704 million, up 15.6% year-over-year.

  • Ordinary income reached ¥159,319 million, a 14.2% increase year-over-year.

  • Third quarter net sales were ¥215.7 billion, up 9.5% year-over-year and 2.1% sequentially; operating income for the quarter was ¥41.7 billion.

  • Cost of sales as a percentage of net sales decreased to 62.4% from 63.6% year-over-year.

  • Net income per share (diluted) was ¥125.23, compared to ¥109.39 in the prior year.

Outlook and guidance

  • FY2025 full-year net sales forecast revised upward to ¥840.7 billion (+5.5% year-over-year), with operating income at ¥172.9 billion and net income at ¥158.0 billion.

  • Net income attributable to owners forecast at ¥158,000 million (+7.1% year-over-year), with EPS projected at ¥169.32.

  • Operating income forecast slightly reduced to ¥172,900 million, while ordinary income forecast increased to ¥214,800 million.

  • Sales are expected to exceed ¥800 billion for the first time since FY2022.

  • FX assumptions for 4Q: ¥145/USD and ¥170/EUR.

Explain the revised FY25 operating income forecast.
What was the rationale for treasury stock cancellation?
Address regional demand shifts for core products.
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Frequently asked questions

Fanuc Corporation is a leading global provider of automation solutions, including industrial robots, computer numerical control (CNC) systems, and factory automation solutions. Established as part of Fujitsu and eventually becoming an independent entity, Fanuc has grown to become one of the largest manufacturers of industrial robots worldwide. The company's offerings encompass a wide range of applications across various industries, such as aerospace, automotive, consumer goods, education, and healthcare, among others. Fanuc's business is organized into three main divisions: Factory Automation (FA), Robot, and Robomachine, each focusing on different aspects of automation and robotics solutions. The FA division is known for its CNC systems and lasers, the Robot division specializes in the sale of industrial robots, and the Robomachine division produces precision machines like robodrills, roboshots, and robocuts. The company is headquartered in Yamanashi, Japan, and its shares are listed on the Tokyo Stock Exchange.

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