安川電機 FY2026 Q2 Earnings Briefing

安川電機 announced its consolidated results for the interim period of the fiscal year ending February 2027 on 9 October 2026. Strong demand for data centers and semiconductor-related investment supported growth in Motion Control and lifted sales year on year, while the impact of the core system migration and higher indirect costs weighed on profit.

Total revenue was ¥285.598 billion, up 9.8% year on year, while operating profit was ¥22.058 billion, down 5.5%. Interim profit attributable to owners of the parent rose 4.1% to ¥18.988 billion. By segment, Motion Control sales increased substantially, while the decline in robotics-related operations reflected the impact of the core system migration in Japan and costs in Europe.

Motion Control revenue was ¥137.286 billion and operating profit was ¥15.973 billion, representing substantial profit growth. Robot revenue was ¥118.404 billion, while operating profit was ¥5.974 billion, representing a decline in profit. System Engineering revenue was ¥20.778 billion and operating profit was ¥3.480 billion, representing substantial profit growth. Other operations reported lower revenue and profit. By region, growth in the Americas and China was particularly strong, while the impact was pronounced in Japan.

Second-quarter orders reached a record ¥[not stated], up 38% year on year and 13% from the previous quarter. The overseas ratio reached 75%, with the Americas accounting for 27%; China was strong, up 15.1%. For the full year, revenue was revised upward to ¥600 billion to reflect the weaker yen, while the operating profit forecast was revised downward to incorporate the impact of the core system migration. The focus for the second half is shifting to the timing of normalized Motion Control supplies and a recovery in Robot profitability.

Future initiatives include demonstrations in the AI robotics field, on-site demonstrations toward commercialization of humanoid robots, and expanding solutions centered on MOTOMAN NEXT.