Japan · Delayed Price · Currency is JPY Mitsubishi Heavy Industries Earnings Call Transcripts
Fiscal Year 2026
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Order intake and revenue reached record highs in FY 2025, driven by strong GTCC, nuclear, and defense performance. Net income and free cash flow also set new records, while FY 2026 guidance points to further profit growth and a higher dividend.
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Order intake and net income reached record highs through Q3, with strong growth in Energy Systems and significant contract wins in Infrastructure. Full-year forecasts for order intake, business profit, and net income were all raised, reflecting robust demand and a sizable backlog.
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Order intake and backlog hit record highs, driven by strong North American and energy sector demand. Net income rose 7% year-over-year, with positive free cash flow and upwardly revised guidance for FY 2025 order intake. One-off expenses impacted Q2, but growth initiatives continue.
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Q1 FY 2025 delivered record revenue, business profit, and net income, driven by strong order intake and robust performance in Energy Systems and Plants & Infrastructure. Cash flow and net debt improved, while U.S. tariffs had minimal impact on results.
Fiscal Year 2025
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Strong Q3 performance led to record order intake, revenue, and profit for Q1-Q3 FY 2024, prompting upward revisions to full-year forecasts. Segment growth was broad-based, with notable gains in Energy Systems and Plants & Infrastructure, while technical and supply chain challenges were addressed.
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Order intake, revenue, and profit reached record highs in the first half of FY 2024, with business profit up 87% year-on-year. Full-year guidance was raised amid strong demand in energy, defense, and metals, though FX and market uncertainties remain.
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Order intake, revenue, and profit all reached record first-quarter highs, with business profit up 61% year-over-year. Segment performance was strong overall, and the outlook remains unchanged, with financials tracking well against full-year targets.