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MINEBEA MITSUMI (6479) investor relations material
MINEBEA MITSUMI Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary6 Nov, 2025
Executive summary
Net sales for 1H FY3/26 reached a record ¥778.3B, nearly flat YoY, while operating income declined 5.1% to ¥44.4B and profit attributable to owners rose 14% to ¥28.6B.
2Q FY3/26 net sales were ¥411.4B (+12.1% QoQ, -2.7% YoY) and operating income was ¥27.0B (+54.6% QoQ, -3.3% YoY).
Comprehensive income surged 138.5% YoY to ¥50.9B, driven by FX gains.
Profitability improved through automation and price correction, despite external uncertainties and FX headwinds.
Full-year forecast revised upward: net sales ¥1.55T (+1.8% YoY), operating income ¥100B (+5.8% YoY), EPS ¥176.80 (+19.8% YoY).
Financial highlights
2Q profit before taxes: ¥24.8B (+39.4% YoY, +59.0% QoQ); profit for the period: ¥17.7B (+48.4% YoY, +62.5% QoQ); EPS: ¥44.07 (+49.2% YoY, +62.5% QoQ).
1H operating income: ¥44.4B (-5.1% YoY), profit before taxes: ¥40.4B (+12.1% YoY), profit for the period: ¥28.6B (+14.0% YoY).
Gross profit for 1H: ¥135.7B, gross margin 17.4%.
Cash and cash equivalents at period-end: ¥222.0B, up ¥7.7B from March 31, 2025.
Interim dividend increased by ¥5 YoY; annual dividend planned at ¥50/share.
Outlook and guidance
Full-year forecast revised upward due to minimal impact from U.S. reciprocal tariffs; over 80% of cost passed to customers.
Data center-related business and PT segment expected to remain strong in 2H.
SE segment anticipates 2H adjustments but full-year profit growth.
AS segment targets earnings boost in 2H via productivity and new products.
Year-end dividend planned at ¥25/share, targeting a payout ratio of around 30%.
Why did profit before tax increase despite lower Op income?
What drove the significant drop in operating cash flow?
Outlook for Semiconductor & Electronics segment?
Portfolio fit for new markets: specific examples?
Magnet issue resolution impact on 3Q/4Q sales?
Optics full-year profit outlook given 1H loss?
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Next MINEBEA MITSUMI earnings date
Q3 20265 Feb, 2026
Next MINEBEA MITSUMI earnings date
Q3 20265 Feb, 2026
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Frequently asked questions
MINEBEA MITSUMI Inc. is a global manufacturer specializing in precision components, leveraging its core ultra-precision machining technologies. The company operates through various business segments, including Machinery Components, Electronic Devices and Components, and Automotive, Industrial Machinery, and Home Security Unit Business. Its product range spans bearings, electronic devices like rotary components, sensors, and semiconductors, as well as automotive components such as electronic steering column locks, climate control systems, and switches and sensors. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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