)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
OMRON (6645) investor relations material
OMRON Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary7 Nov, 2025
Executive summary
Outlined a five-year roadmap (2026–2030) focused on growth through investment, structural reform, and digital transformation, aiming for sustainable profitability and stakeholder trust.
Identified 13 focus businesses as growth drivers, with strategic resource allocation and portfolio management at the core.
Consolidated revenue grew 5.0% year-over-year in H1 FY2025, but profits declined due to lower gross margins and increased investments.
IAB segment achieved higher revenue and profit, supported by semiconductor and battery demand, while HCB lagged due to weak China consumption.
Full-year forecasts revised upward, expecting higher revenue and profit, with the business environment remaining stable.
Financial highlights
H1 FY2025 net sales rose 5.0% year-over-year to JPY393.4 billion; operating income down 7.8% to JPY17.7 billion; net income at JPY9.0 billion, a turnaround from a prior-year loss.
Gross profit margin declined to 43.9% from 45.4% due to higher costs and tariffs; operating margin at 4.5%.
Full-year net sales forecast raised to JPY845.0 billion (+5.4% YoY); operating income expected at JPY60.0 billion (+11.0% YoY); EPS forecast at JPY147.40.
13 focus businesses account for 50% of revenue and 80% of profit; data service businesses targeted to reach 15% of group sales by 2030.
Capital allocation plan of JPY1.05 trillion over five years, with 80% for business investment and 7% for focus businesses.
Outlook and guidance
Full-year forecasts revised upward after reviewing tariff impacts and business outlook; expecting higher revenue and profit.
Interim dividend fixed at JPY52; full-year dividend guidance maintained at JPY104.
Aims for above-market growth in focus businesses, with a CAGR of 6% for IAB segment and continued investment in device and data service businesses.
Plans to expand customer base from 20,000 to 110,000 through distributor collaboration and digital tools.
Segment forecasts: IAB and DMB expected to see strong growth; HCB to remain flat in China; SSB and DSB to maintain solid environments.
Gross margin decline drivers and mitigation
H2 operating income forecast headwinds
HCB China strategy and recovery outlook
Detail ROIC/ROE improvement strategy
Spin-off's growth and profitability strategy
DMB H2 profit improvement factors
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next OMRON earnings date
Q3 20269 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
OMRON Corporation is active in the field of automation, electronic components, and healthcare solutions. The company's automation products are used in various industries, including manufacturing, where they contribute to increased productivity and safety. In the healthcare sector, OMRON is well-known for its medical equipment, such as blood pressure monitors and nebulizers, supporting healthcare professionals and patients in monitoring and managing health conditions effectively. OMRON is also involved in developing advanced technologies for environmental sensors and electronic controls for systems as diverse as drilling rigs and detention center automation. The company is headquartered in Kyoto, Japan, and its shares are listed on the Tokyo Stock Exchange.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage