Johnson Electric
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Johnson Electric (179) investor relations material

Johnson Electric Q3 25/26 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 25/26 earnings summary22 Jan, 2026

Executive summary

  • Sales for the nine months ended 31 December 2025 totaled US$2,726 million, nearly flat compared to US$2,730 million in the prior year, reflecting stable performance amid challenging macroeconomic and geopolitical conditions.

  • Management expects full-year group sales to be broadly similar to the previous year, based on current trading conditions and customer order trends.

  • Exchange rate movements contributed a favorable US$40 million impact to sales during the period.

Financial highlights

  • Group sales for the first nine months of FY25/26 were US$2,726 million, nearly unchanged from US$2,730 million in the prior year period, a decrease of approximately US$4 million.

  • APG sales were US$2,301 million, down US$14 million or 1% year-over-year; excluding currency effects, down 2%.

  • IPG sales reached US$425 million, up US$10 million or 2% year-over-year; excluding currency effects, up 1%.

  • APG's sales decreased due to unfavorable customer mix in China and competitive pricing, while IPG's sales slightly improved amid diverse regional trends.

Outlook and guidance

  • Full-year group sales are projected to remain broadly in line with the previous year based on current trading and customer orders.

  • The company is focused on long-term value through innovation, operational excellence, and a resilient global supply chain.

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Frequently asked questions

Johnson Electric Holdings Limited is a global manufacturer of motion subsystems and precision engineering components, serving industries such as automotive, industrial, home appliances, and medical devices. The company produces a wide range of products, including electric motors, actuators, and motion-related systems that support functionality and efficiency in end products. Johnson Electric focuses on advanced engineering and automation, developing solutions that meet high standards for quality, durability, and energy efficiency. The company is headquartered in Hong Kong, China, and its shares are listed on the HKEX.

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