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OMRON, Pretax Income Forecast for the Fiscal Year Revised Downward by 4%

Thu Feb 5, 2026 3:35 pm JST Earnings

6645 OMRON CORPORATION 【US-GAAP】

Earnings Report

OMRON CORPORATION <6645> [TSE Prime] announced its financial results (based on US-GAAP) after the market closed on February 5th (15:35). The consolidated pretax income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 26.4 billion yen, an increase 65.5% compared to the same period last year.

However, the full-year forecast for consolidated pretax income has decreased 3.7%, from the previous forecast of 54.5 billion yen to 52.5 billion yen (compared to 29.0 billion yen in the previous period), leading to a reduction in the profit growth rate from 87.9% to 81.0%.

Based on the cumulative third-quarter performance announced by the company and the full-year plan, our calculation indicates that the consolidated pretax income for the January to March period (4Q) is expected to surge 2.0 times that of the same period last year, reaching 26.0 billion yen.

In the most recent three-month period, from October to December (3Q), the consolidated pretax income dropped to 9.41 billion yen, a 42.3% decrease compared to the same period last year. The operating profit margin worsened from 8.1% in the same period last year to 7.3%.

Note: If the earnings forecast is disclosed as a range, the article is based on the midpoint of that range.

Kabutan News

Actual Performance and Financial Trends

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Progress Rate
vs. First Half
Announce Accounting
Standards
Apr - Dec, 2023
607,985M 26,572M 31,469M 7,849M 39.9 90.0 Feb 5, 2024 US-GAAP
Apr - Dec, 2024
579,698M 35,904M 15,985M 7,183M 36.5 55.1 Feb 10, 2025 US-GAAP
Apr - Dec, 2025
614,288M 33,855M 26,450M 14,338M 72.9 50.4 Feb 5, 2026 US-GAAP
YoY +6.0% -5.7% +65.5% +99.6% +99.8%

Guidance Update

Second Half Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Oct - Mar, 2025 Prev 451,552M 42,281M 37,465M 19,953M 101.5 52 Nov 7, 2025 US-GAAP
Oct - Mar, 2025 New 461,552M 42,281M 35,465M 19,953M 101.5 52 Feb 5, 2026 US-GAAP
Revision Rate +2.2% 0.0% -5.3% 0.0% 0.0%
Full Year Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2026 Prev 845,000M 60,000M 54,500M 29,000M 147.5 104 Nov 7, 2025 US-GAAP
Mar, 2026 New 855,000M 60,000M 52,500M 29,000M 147.5 104 Feb 5, 2026 US-GAAP
Revision Rate +1.2% 0.0% -3.7% 0.0% 0.0%

Current Period Guidance

Second Half Results
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Oct - Mar, 2024
427,115M 34,812M 29,337M 19,589M 99.5 52 May 8, 2025 US-GAAP
Guidance
Oct - Mar, 2025
461,552M 42,281M 35,465M 19,953M 101.5 52 Feb 5, 2026 US-GAAP
YoY +8.1% +21.5% +20.9% +1.9% +2.0%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2024
818,761M 34,342M 34,953M 8,105M 41.2 104 May 8, 2024 US-GAAP
Mar, 2025
801,753M 54,038M 29,001M 16,271M 82.6 104 May 8, 2025 US-GAAP
Guidance
Mar, 2026
855,000M 60,000M 52,500M 29,000M 147.5 104 Feb 5, 2026 US-GAAP
YoY +6.6% +11.0% +81.0% +78.2% +78.5%

Quarterly Results

Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Operating
Profit Margin
Announce Accounting
Standards
Oct - Dec, 2024
205,060M 16,678M 16,321M 10,501M 53.3 8.1 Feb 10, 2025 US-GAAP
Jan - Mar, 2025
222,055M 18,134M 13,016M 9,088M 46.2 8.2 May 8, 2025 US-GAAP
Apr - Jun, 2025
189,477M 6,376M 8,704M 6,816M 34.6 3.4 Aug 6, 2025 US-GAAP
Jul - Sep, 2025
203,971M 11,343M 8,331M 2,231M 11.3 5.6 Nov 7, 2025 US-GAAP
Oct - Dec, 2025
220,840M 16,136M 9,415M 5,291M 26.9 7.3 Feb 5, 2026 US-GAAP
YoY +7.7% -3.2% -42.3% -49.6% -49.6%