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NSK (6471) investor relations material
NSK Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary5 Nov, 2025
Executive summary
Sales and operating income increased year-over-year in the first half of FY2025/FY2026, driven by the consolidation of the Steering Business and improved profitability across core segments.
The Steering Business was reconsolidated as a wholly owned subsidiary from September 2025, now reported as an independent segment, contributing significantly to growth.
Progress exceeded earlier forecasts, with strong contributions from Automotive and Industrial Machinery segments.
Structural reforms and cost transfer strategies, especially regarding US tariffs, are progressing as planned.
One-off impacts from the NS&C acquisition included a ¥7,272 million gain on bargain purchase and a ¥4,662 million loss on step acquisition.
Financial highlights
First half sales reached ¥412.3 billion, up ¥14.6 billion (+3.7%) year-over-year; operating income rose to ¥16.5 billion, up ¥6.8 billion (+69.7%).
Net income attributable to owners of the parent was ¥9.3 billion, up ¥5.6 billion (+150.1%) year-over-year.
Full-year forecast revised to ¥885 billion in sales and ¥30 billion in operating income, with net profit forecast at ¥16 billion.
Interim and annual dividends maintained at ¥17 and ¥34 per share, respectively.
Basic earnings per share rose to ¥19.06 in H1 and is forecast at ¥32.71 for the full year.
Outlook and guidance
Full-year sales forecast for FY2025 is ¥885 billion (+11.1% YoY), operating income projected at ¥30 billion (+5.4%), and net income at ¥16 billion (+50.3%).
Operating income margin forecast at 3.4% for the year; 4.5% excluding one-time expenses.
Tariff impacts and supply chain risks (rare earths, semiconductors) are being monitored but not fully reflected in forecasts.
Exchange rate assumptions revised for a weaker Yen; U.S. tariff impacts to be passed on to sales prices.
Automotive production volume assumed flat; gradual recovery expected in industrial machinery in the second half.
Steering business integration strategy
Industrial Machinery profit decline reasons?
Future capital expenditure plans?
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Q3 20262 Feb, 2026
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Frequently asked questions
NSK Ltd. is a Japanese company specializing in the development and manufacture of motion and control systems. The company provides a wide range of products, including bearings, automotive components, and precision machinery. Its bearings serve various industries such as automotive, industrial machinery, and aerospace. NSK also offers automotive steering systems and driveline components, catering to the automotive sector. Additionally, the company provides precision equipment used in machine tools and semiconductor manufacturing. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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