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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.

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Actual Results

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 607,985 26,572 31,469 7,849 39.9 90.0 Feb 5, 2024 US-GAAP
Apr - Dec, 2024 579,698 35,904 15,985 7,183 36.5 55.1 Feb 10, 2025 US-GAAP
Apr - Dec, 2025 614,288 33,855 26,450 14,338 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 451,552 42,281 37,465 19,953 101.5 52 Nov 7, 2025 US-GAAP
Oct - Mar, 2025 New 461,552 42,281 35,465 19,953 101.5 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 845,000 60,000 54,500 29,000 147.5 104 Nov 7, 2025 US-GAAP
Mar, 2026 New 855,000 60,000 52,500 29,000 147.5 104 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 427,115 34,812 29,337 19,589 99.5 52 May 8, 2025 US-GAAP
Oct - Mar, 2025 Guidance 461,552 42,281 35,465 19,953 101.5 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 818,761 34,342 34,953 8,105 41.2 104 May 8, 2024 US-GAAP
Mar, 2025 801,753 54,038 29,001 16,271 82.6 104 May 8, 2025 US-GAAP
Mar, 2026 Guidance 855,000 60,000 52,500 29,000 147.5 104 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 205,060 16,678 16,321 10,501 53.3 8.1 Feb 10, 2025 US-GAAP
Jan - Mar, 2025 222,055 18,134 13,016 9,088 46.2 8.2 May 8, 2025 US-GAAP
Apr - Jun, 2025 189,477 6,376 8,704 6,816 34.6 3.4 Aug 6, 2025 US-GAAP
Jul - Sep, 2025 203,971 11,343 8,331 2,231 11.3 5.6 Nov 7, 2025 US-GAAP
Oct - Dec, 2025 220,840 16,136 9,415 5,291 26.9 7.3 Feb 5, 2026 US-GAAP
YoY +7.7% -3.2% -42.3% -49.6% -49.6%

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