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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.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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