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FANUC, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 9% Increase

Fri Oct 31, 2025 3:30 pm JST Earnings

6954 FANUC CORPORATION 【J-GAAP】

Earnings Report

FANUC CORPORATION <6954> [TSE Prime] announced its financial results after the market closed on October 31st (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 13.8% from the same period last year, reaching 107 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 9.2%, from the previous forecast of 196 billion yen to 214 billion yen (compared to 196 billion yen in the previous period), turning to an 8.9% increase in the consolidated ordinary profit outlook.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to grow 4.4% from the same period last year, reaching 106 billion yen.

At the same time, the annual dividend remains undecided.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 5.0% from the same period last year, reaching 56.3 billion yen. However, the operating profit margin decreased from 22.1% in the same period last year to 20.6%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Sep, 2023 398,695 66,536 86,153 63,937 67.1 47.4 Oct 31, 2023 J-GAAP
Apr - Sep, 2024 387,962 75,588 94,780 69,922 74.2 48.2 Oct 25, 2024 J-GAAP
Apr - Sep, 2025 407,568 85,964 107,905 79,820 85.5 50.4 Oct 31, 2025 J-GAAP
YoY +5.1% +13.7% +13.8% +14.2% +15.3%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance 397,600 81,500 102,000 74,700 80.1 － Jul 25, 2025 J-GAAP
Apr - Sep, 2025 Results 407,568 85,964 107,905 79,820 85.5 51.33 Oct 31, 2025 J-GAAP
Revision Rate +2.5% +5.5% +5.8% +6.9% +6.9%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 807,000 159,500 196,300 143,000 153.2 － Jul 25, 2025 J-GAAP
Mar, 2026 New 818,800 175,900 214,300 157,300 168.6 － Oct 31, 2025 J-GAAP
Revision Rate +1.5% +10.3% +9.2% +10.0% +10.0%

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 409,167 83,258 101,958 77,635 82.8 49.88 Apr 23, 2025 J-GAAP
Oct - Mar, 2025 Guidance 411,232 89,936 106,395 77,480 83.0 － Oct 31, 2025 J-GAAP
YoY +0.5% +8.0% +4.4% -0.2% +0.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 795,274 141,919 181,755 133,159 140.2 84.14 Apr 24, 2024 J-GAAP
Mar, 2025 797,129 158,846 196,738 147,557 157.3 94.39 Apr 23, 2025 J-GAAP
Mar, 2026 Guidance 818,800 175,900 214,300 157,300 168.6 － Oct 31, 2025 J-GAAP
YoY +2.7% +10.7% +8.9% +6.6% +7.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 192,862 42,630 53,651 41,119 43.6 22.1 Oct 25, 2024 J-GAAP
Oct - Dec, 2024 197,052 34,908 44,705 32,862 35.0 17.7 Jan 27, 2025 J-GAAP
Jan - Mar, 2025 212,115 48,350 57,253 44,773 47.7 22.8 Apr 23, 2025 J-GAAP
Apr - Jun, 2025 196,363 42,428 51,552 37,844 40.6 21.6 Jul 25, 2025 J-GAAP
Jul - Sep, 2025 211,205 43,536 56,353 41,976 45.0 20.6 Oct 31, 2025 J-GAAP
YoY +9.5% +2.1% +5.0% +2.1% +3.1%

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