Komatsu
Logotype for Komatsu Ltd

Komatsu (6301) investor relations material

Komatsu Q2 2027 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Komatsu Ltd
Q2 2027 earnings summary29 Oct, 2026

Executive summary

  • H1 FY2027 net sales rose 14.1% to ¥2,158.6B; operating income increased 3.5% to ¥286.6B and attributable net income rose 9.2% to ¥191.9B, while operating margin fell 1.3 points to 13.3%.

  • Q2 net sales reached a record ¥1,115.5B, up 13.6% YoY; operating income fell 1.2% to ¥135.1B while net income rose 13.3% to ¥95.8B.

  • FY2027 guidance was raised to ¥4,450B sales, ¥585B operating income and ¥382B attributable net income, reflecting stronger-than-expected demand and yen depreciation.

Financial highlights

  • H1 income before taxes and affiliated-company earnings rose 4.9% to ¥271.0B; basic and diluted EPS were ¥215.06, up ¥23.26 YoY.

  • Q2 operating income ratio declined 1.8 points to 12.1%; H1 ratio fell 1.3 points to 13.3%.

  • H1 free cash flow was a ¥20.3B inflow, versus ¥249.7B for FY2025.

Outlook and guidance

  • FY2027 guidance: sales ¥4,450B, operating income ¥585B, pretax income ¥548B, attributable net income ¥382B and basic EPS ¥429.63.

  • Projected operating income ratio is 13.1%, down 0.6 points YoY; ROE is 11.0%, down 0.3 points.

  • Full-year exchange assumptions are USD/JPY 154.5, EUR/JPY 179.1 and AUD/JPY 109.2; H2 assumptions are 150.0, 174.0 and 106.0, respectively.

  • Demand for seven major construction products is projected to rise 5%–10%; mining equipment demand is forecast to decline 0%–5%.

  • FY2027 equipment segment profit is forecast at ¥504B (+2.6%), with a 12.2% margin; Retail Finance profit is projected at ¥36.5B and Industrial Machinery & Others at ¥44.0B.

Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.
Research faster. Power your platform.

Next Komatsu earnings date

Logotype for Komatsu Ltd
Q3 202728 Jan, 2027
Komatsu
Cover every name on your watchlist this earnings season.
Automations, AI chat, and live calls across 16,000+ companies.
Book demo

Next Komatsu earnings date

Logotype for Komatsu Ltd
Q3 202728 Jan, 2027

AI chat

Ask anything. Verify everything.

Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn more

Find what matters

AI across all first-party IR material. Live calls, transcripts, slides, filings.
A cited source card from Adobe's CFO alongside a list of forward-looking statements

Trust every finding

50m+ first-party documents. Every output traceable to its source.

Automations

Zero in on what matters

Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more
An automation set to trigger on the first published earnings document for GE Aerospace

Event-triggered research

Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.
An automation scheduled to run weekly on Mondays at 09:00

Scheduled research

Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.

Live audio & transcripts

Be first

Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more
A live LVMH Q2 2026 earnings call playing in Quartr

Live earnings calls

Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.
A live transcript excerpt from LVMH's Chairman and CEO Bernard Arnault

Live transcripts

Speaker-by-speaker, in real time. Searchable across every live and historical call.

Quartr MCP connects your AI environment to 17K+ public companies

Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more

Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.

Jamie Ross

Investment Manager, GAM Investments

GAM
GAM

Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.

Tom O'Hara

Investment Director

Ciena
Ciena

Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.

Gregg Lampf

VP of Investor Relations

Frequently asked questions

Komatsu Ltd. is a Japanese multinational corporation specializing in the manufacturing of construction, mining, and industrial equipment. The company produces machinery such as excavators, bulldozers, and dump trucks, as well as equipment for forestry and agriculture. Komatsu also offers solutions in automation and smart construction technology. The company serves industries including construction, mining, infrastructure, and energy. Komatsu Ltd. is headquartered in Tokyo, Japan, and its shares are listed on the TSE.