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Mitsubishi Heavy Industries (7011) investor relations material
Mitsubishi Heavy Industries Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary5 Aug, 2025
Executive summary
Revenue rose 7% year-over-year to ¥1,193.6 billion, a record high for Q1, with business profit up 25% to ¥104.1 billion and net income up 10% to ¥68.2 billion, driven by Energy Systems, Plants & Infrastructure, and Aircraft, Defense & Space.
Order intake declined 4% year-over-year to ¥1,768.6 billion, mainly due to a high prior-year base in Defense & Space, but order backlog increased by about ¥537 billion to a record ¥10,772.9 billion.
Free cash flow improved to ¥64.3 billion, with operating cash flow at ¥89.6 billion, both up significantly year-over-year.
Strong start to FY2025, on track to achieve medium-term business plan targets, with minimal impact from US tariffs.
Comprehensive income dropped 49.6% year-over-year to ¥70.7 billion, mainly due to negative exchange differences.
Financial highlights
EBITDA increased 17% year-over-year to ¥143.2 billion, with EBITDA margin up 1.0 point to 12.0%.
Net interest-bearing debt turned negative at -¥21.4 billion, improving by ¥479.4 billion year-over-year.
Interest-bearing debt remained stable at ¥650.3 billion, with a D/E ratio of 0.26 and equity ratio at 35.2%.
Gross profit increased to ¥266.2 billion from ¥240.5 billion year-over-year.
No one-time expenses recorded in either period.
Outlook and guidance
FY2025 guidance unchanged: revenue expected at ¥5,400 billion (+7.4%), business profit at ¥420 billion (+9.6%), and net income at ¥260 billion (+5.9%), with annual dividend forecast at ¥24 per share.
Exchange rate assumption for FY2025 is 145 yen to the dollar.
Segment forecasts: Energy Systems and Aircraft, Defense & Space to drive profit growth; order intake expected to decline due to prior-year large projects.
Business profit target for energy systems includes a ¥20 billion risk buffer for one-time expenses.
Free cash flow forecasted at -¥200 billion for FY2025.
Why did profit before income taxes decrease?
What is driving growth in Energy Systems?
Explain the AOA arbitration counterclaim.
Detail the drivers behind the JPY 500B backlog increase.
Explain the immaterial impact of U.S. tariffs on Q1 P&L.
Quantify the expected cost pass-through to customers.
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Next Mitsubishi Heavy Industries earnings date
Q2 20267 Nov, 2025
Next Mitsubishi Heavy Industries earnings date
Q2 20267 Nov, 2025
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Frequently asked questions
Mitsubishi Heavy Industries, Ltd. (MHI) is a diversified company engaged in a broad range of sectors. Its key business areas include energy, aircraft, space, shipbuilding and ocean development, transportation, material handling, environmental solutions, automotive, industrial machinery, infrastructure, living and leisure products, defense, and engineering services. MHI's extensive portfolio spans the development, design, and manufacture of advanced machinery and systems, catering to both industrial and consumer markets. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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