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Johnson Electric (179) investor relations material
Johnson Electric Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary12 Nov, 2025
Executive summary
Sales for the first half of FY25/26 declined 1% year-over-year to US$1,833.5 million, with net profit attributable to shareholders rising 3% to US$133.3 million, or 14.21 US cents per diluted share, despite challenging macroeconomic and trade conditions.
Underlying/adjusted net profit, excluding unrealized FX and restructuring, decreased by 8% to US$123 million, mainly due to price adjustments and wage inflation, partially offset by cost reductions and FX gains.
Free cash flow from operations increased to US$174.5 million, supported by working capital improvements.
Interim dividend maintained at 17 HK cents per share (2.18 US cents), declared payable January 2026.
Capital expenditure rose to US$131 million (7.1% of sales), focused on automation and new product launches.
Financial highlights
Gross profit was US$441 million (24.0% margin), up from US$438 million (23.6%) year-over-year.
Adjusted EBITA was US$159 million (8.7% margin), down from US$177 million (9.5%).
Diluted EPS increased to 14.21 US cents from 13.92 US cents.
Free cash flow from operations rose by US$30.1 million year-over-year.
Net cash position increased to US$573 million, with cash reserves of US$932 million as of 30 September 2025.
Outlook and guidance
Management is cautiously optimistic for modest sales improvement in the second half of the year, with medium- and long-term prospects seen as positive, assuming pragmatic US-China trade relations.
Continued investment in automation and manufacturing footprint expansion is planned.
Impact of China domestic OEM wins on APG growth
What is the strategic vision for humanoid robotics JV
Assess financial stability given trade tariffs & Wang Family clause
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Next Johnson Electric earnings date
Q3 202614 Jan, 2026
Next Johnson Electric earnings date
Q3 202614 Jan, 2026
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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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