Keyence (6861) Q2 2026 earnings summary

Executive summary

• Net sales for 1H FY2025 increased by 5.8% year-over-year to ¥545.3 billion, with operating income up 3.1% and net income attributable to owners up 5.4%.

• Comprehensive income surged 17.2% year-over-year to ¥209,494 million.

• Second quarter net sales rose 5.9% year-over-year, with net income up 12.1%.

Financial highlights

• 2Q FY2025 net sales: ¥284.2 billion (+5.9% YoY); operating income: ¥142.9 billion (+1.6% YoY); net income: ¥107.8 billion (+12.1% YoY).

• Gross profit increased to ¥450,878 million from ¥433,252 million year-over-year.

• Ordinary income rose 7.3% year-over-year to ¥285,000 million.

• Earnings per share for the period were ¥824.49, up from ¥782.27 a year earlier.

• Total assets grew to ¥3,447,391 million as of September 20, 2025, from ¥3,289,224 million as of March 20, 2025.

Segment performance

• Japan sales grew 7.5% in 1H FY2025, with overseas sales up 4.4% in local currency.

• Americas, Asia, and Europe & Others all posted positive sales growth, with Asia leading at +12.3% YoY in 1H.

• Automotive & Transportation and Food & Pharmaceuticals industries showed strong domestic growth in 1H FY2025.