Mitsubishi Electric Corporation
Fiscal Year Ending March 2027 Second Quarter Earnings Presentation
In FY26 1H, revenue was 3,125.1 hundred billion yen, adjusted operating income was 344.7 hundred million yen, a substantial increase year-over-year. Full-year outlook for FY26 was revised upward, with new guidance of revenue 6,550.0 hundred billion yen and adjusted operating income 710.0 hundred million yen. Profit expansion is expected through strengthening growth areas such as automotive equipment and FA systems and effects from the Next Stage program. Interim dividend is 30 yen per share, and total shareholder return is assumed at 69% including the initial dividend. The acquisition of Nozomi Networks has been provisionally recorded.
Key Figures
- Revenue: 31,251 (Year-over-Year +3,926, 114%)
- Adjusted Operating Income: 3,447 (Year-over-Year +1,402, 169%)
- Outlook: Revenue 65,500, Adjusted Operating Income 7,100 (both revised upward from previous guidance)
AI要約
Performance Overview
FY26 1H results were revenue of 3,125.1 hundred billion yen, adjusted operating income of 344.7 hundred million yen, profit before tax of 403.5 hundred million yen, and net income attributable to owners of parent of 297.0 hundred million yen, representing a substantial year-over-year increase. By segment, notable contributions came from Infrastructure, Life, and FA Systems. Continued data center demand, price improvements in device-related businesses, and favorable foreign exchange effects contributed to profit expansion.
Outlook and Capital Allocation
FY26 full-year outlook has been revised upward to revenue of 6,550.0 hundred billion yen, adjusted operating income of 710.0 hundred million yen, profit before tax of 695.0 hundred million yen, and net income attributable to owners of parent of 465.0 hundred million yen. Exchange rate sensitivity assumptions are set based on USD/JPY, EUR/JPY, and CNY/JPY. Interim dividend is 30 yen per share and a year-end dividend of 30 yen per share is assumed, with total shareholder return of 69%. Capital policy also includes a share buyback program with an upper limit of 200.0 hundred million yen.
Revenue Trend
Adjusted Operating Income Trend
Revenue by Segment
Mitsubishi Electric Corporation
Company overview · Stock price · Financial data · All IR
