Johnson Electric
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Johnson Electric (179) investor relations material

Johnson Electric Q1 26/27 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q1 26/27 earnings summary16 Jul, 2026

Executive summary

  • Sales for the June 2026 quarter reached US$936 million, up 2% year-over-year, with favorable currency movements and new business wins, especially in Asia-Pacific, contributing to growth.

  • Automotive Products Group (APG) sales were flat excluding currency effects, with Asia-Pacific up 4%, Americas up 2%, and EMEA down 6%.

  • Industry Products Group (IPG) sales rose 5% year-over-year excluding currency, with Asia-Pacific up 32%, EMEA down 7%, and Americas down 5%.

  • The group targets mid-single-digit growth, leveraging new product launches and market share gains across automotive, consumer, and industrial applications.

  • Modest overall growth was supported by program ramp-ups and strong Asia-Pacific performance.

Financial highlights

  • Group sales increased by US$21 million to US$936 million for the June 2026 quarter.

  • Favorable currency movements, particularly stronger RMB and EUR against USD, contributed US$14 million to reported sales growth.

  • APG sales were US$778 million, up 2% year-over-year; IPG sales were US$158 million, up 6%.

Outlook and guidance

  • Visibility remains limited due to macroeconomic, geopolitical, and trade tariff uncertainties.

  • Management remains confident in the growth trajectory, focusing on innovation and expanding platforms in distributed power, thermal management, liquid cooling, and robotics.

  • Medium- to long-term growth expected from investments in innovation and expansion into new platforms.

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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.