Kubota Corporation

6326.T
Farm & Heavy Construction Machinery
2026/08/19 Updated
Market Cap: $17.8B (¥2.8T)
Stock Price: $15.76 (¥2,498)
Exchange Rate: 1 USD = ¥158.48

2026 Fiscal Year Interim Report for the 2nd Quarter (Mid-term) IFRS Consolidated

For the 2nd quarter of the 2026 fiscal year, consolidated net sales rose 16.2% year over year to 1,690.3 billion yen, operating income increased 64.7% to 235.6 billion yen. Interim profit attributable to owners of the parent rose 58.2% to 185.7 billion yen, and net income attributable to parent company owners rose 173.7 billion yen. The full-year guidance has been raised from the previous forecast to net sales of 3,280.0 billion yen, operating income of 400.0 billion yen, and profit attributable to owners of the parent of 289.0 billion yen. By segment, the Machinery segment saw substantial growth in both revenue and profit, the Water & Environment segment saw steady revenue growth, and other segments declined. The year-end dividend forecast remains 26 yen per share, with a full-year total dividend of 52 yen per share.

Importance:
Page Updated: August 4, 2026
IR Disclosure Date: August 4, 2026

Key Figures

  • Net sales: 1,690.3 billion yen (YoY +16.2%)
  • Operating income: 235.6 billion yen (YoY +64.7%)
  • Interim profit: 185.7 billion yen (YoY +58.2%)

AI要約

Overview of results

Kubota achieved a substantial expansion in the second quarter of the 2026 fiscal year, with net sales up 16.2% year over year to 1,690.3 billion yen and operating income up 64.7% to 235.6 billion yen. By segment, the Machinery segment drove the overall growth with strong revenue and profit contributions, the Water & Environment segment posted steady revenue growth, and Other segments declined. Interim profit rose 58.2% to 185.7 billion yen, and net income attributable to owners of the parent surged 87.8% to 173.7 billion yen, marking robust growth.

Outlook and capital policy

Based on the quarterly supplementary materials and attached documents, full-year 2026 earnings have been raised. The new guidance is net sales of 3,280.0 billion yen, operating income of 400.0 billion yen, and profit attributable to owners of the parent of 289.0 billion yen. The revision reflects favorable currency and other factors, including continued yen depreciation and tariff refunds. The dividend forecast remains unchanged at 26 yen per share for the year-end, with a full-year total of 52 yen.

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Kubota Corporation

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