OMRON (6645) Q4 2026 earnings summary

Executive summary

• FY2025 saw consolidated revenue and profit growth, led by strong performance in Industrial Automation (IAB) due to AI-related demand and customer base recovery.

• Net income attributable to shareholders increased 75.1% year-over-year to ¥28.5bn, reflecting recovery from prior one-time restructuring costs.

• The company is transitioning from US-GAAP to IFRS accounting standards in FY2026 and reclassifying DMB as a discontinued business.

Financial highlights

• FY2025 net revenue rose 7.3% year-over-year to ¥767.4bn; operating income increased 12.1% to ¥59.9bn.

• Net income attributable to shareholders grew 75.1% to ¥28.5bn; EPS up 101.2 to ¥188.02.

• ROE improved to 4.7% and ROIC to 3.9%.

• FY2026 revenue is forecast to rise 6.9% to ¥820.0bn, with operating profit up 13.9% to ¥62.0bn (IFRS basis).

• Dividend for FY2026 projected at ¥110, up ¥6 from the previous year.

Outlook and guidance

• Solid demand expected in FY2026, especially in IAB, driven by AI, semiconductor, and secondary battery investments.

• Healthcare (HCB) to see stable global demand, though China remains flat; SSB and DSB segments also forecast to grow.

• Uncertainty from geopolitical risks, cost impacts, and U.S. tariff policy are factored into guidance.