Japan · Delayed Price · Currency is JPY Mitsubishi Electric Earnings Call Transcripts
Fiscal Year 2026
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Record Q3 and nine-month revenue and profit were driven by strong Infrastructure and Factory Automation demand, with operating margin and free cash flow also reaching new highs. FY2026 guidance was raised for most segments, though Air Conditioning in North America faces headwinds.
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Record first-half revenue and operating profit were achieved, driven by infrastructure and Factory Automation growth, despite FX headwinds. Full-year revenue guidance was raised, and dividends increased, with strong cash flow and improved margins supporting shareholder returns.
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Record Q1 revenue and profit were achieved, driven by strong infrastructure, life, and factory automation segments, with gains from subsidiary share transfers. Full-year guidance remains unchanged, with tariff and currency headwinds mitigated by price adjustments.
Fiscal Year 2025
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Revenue and operating profit reached record highs, driven by strong Infrastructure and Life segments, despite challenges in Factory Automation and U.S. tariff risks. FY2026 guidance anticipates record operating profit, with ongoing portfolio reforms and a focus on shareholder returns.
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Record Q3 revenue and operating profit were achieved, driven by a weaker yen and strong Infrastructure and Life segments, with a notable one-time gain from MD Logis share sales. Full-year revenue guidance was raised, but some segments, like FA systems and Automotive Equipment, continue to face demand challenges.
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The briefing outlined a strategy integrating core component and digital technologies with foresight innovations to drive sustainable growth, global collaboration, and early commercialization, supported by significant R&D investment and leadership in standardization.