Earnings Presentation Materials

Performance Overview

For the first half of fiscal 2026, Fanuc Corporation recorded revenue of 473.7 billion yen, operating income of 116.7 billion yen, and net income of 112.6 billion yen, achieving significant year-over-year increases of revenue +16.2%, operating income +35.7%, and net income +41.0%. By segment, demand for FA, Robots, Robomachines, and Services remained strong, driven mainly by the Americas and China, with solid trends in both sales and orders by segment. For the second half, the company expects revenue of 857.8 billion yen, operating income of 183.8 billion yen, and net income of 166.5 billion yen, projecting a record high for the full fiscal year. Currency assumptions are second-half USD/JPY=150 and EUR=175, and full-year USD=154.69 and EUR=179.68.

Key Market Conditions and Outlook

Market conditions remain robust due to strong demand from AI data centers, semiconductors, and automation, with FA, Robots, and Robomachines performing steadily, particularly in China. In the Americas, investment related to the automotive sector shows signs of recovery, and Europe also shows signs of recovery. At IMTS 2026, the company exhibited Physical AI CNC, digital twin technologies, and high-performance robots, with high interest in on-site applications of generative AI. These factors are expected to support solid order trends over the medium to long term.