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OMRON (6645) investor relations material

OMRON Q1 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q1 2026 earnings summary6 Aug, 2025

Executive summary

  • Consolidated revenue and profit increased year-over-year, overcoming cost increases from U.S. tariff policies, with strong performance in Industrial Automation and Devices & Module Solutions offsetting Healthcare declines.

  • Net sales rose 3.1% year-over-year to ¥189.5bn, driven by IAB and DMB segments.

  • Operating income was flat at ¥6.4bn, as higher sales and cost improvements balanced tariff impacts and development investments.

  • Net income attributable to shareholders rebounded to ¥6.8bn from a loss of ¥9.6bn a year ago, reflecting the absence of prior one-time restructuring costs.

  • Uncertainty persists for Q2 and beyond, mainly due to ongoing U.S. tariff policy impacts.

Financial highlights

  • Q1 FY2025 net sales rose 3.1% year-over-year to ¥189.5bn; operating income up 1.7% to ¥6.4bn.

  • Net income per share was ¥34.62, compared to a loss of ¥48.89 per share in the prior year.

  • Gross profit margin declined from 45.4% to 43.9% due to tariff impacts and increased R&D investment.

  • Comprehensive income dropped 72.8% year-over-year to ¥4.6bn.

  • Net income attributable to shareholders swung from -¥9.6bn to ¥6.8bn year-over-year.

Outlook and guidance

  • Full-year FY2025 forecasts remain unchanged due to continued uncertainty around U.S. tariffs.

  • Net sales forecasted at ¥820.0–835.0bn (+2.3% to +4.1% year-over-year); operating income at ¥56.0–65.0bn (+3.6% to +20.3%).

  • Net income expected to rise sharply to ¥29.0–35.5bn; EPS projected at ¥147.29–180.30.

  • Exchange rate assumptions for Q2 and beyond: USD/JPY 140.0, EUR/JPY 160.0, CNY/JPY 20.0.

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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.

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