Keyence Corporation · TSE:6861
Keyence — Q1 FY2026 Earnings Presentation
9 slides from Keyence's earnings presentation, Jul 28, 2026
Slide 1: First Quarter of FY2026 Financial Results Materials
First Quarter of FY2026 Financial Results Materials July 28, 2026 KEYENCE CORPORATION
Slide 2: Consolidated Financial Results for FY2026 <1Q>
Consolidated Financial Results for FY2026 <1Q> (100 million yen) FY2025 FY2026 Y/Y 1Q 1Q Net sales 2,611 3,466 +32.8% Operating income 1,293 1,871 +44.7% Income before income taxes 1,315 1,968 +49.6% Net income attributable to owners of the parent 921 1,391 +51.0% Copyright© 2026 KEYENCE CORPORATION
Slide 3: Consolidated Financial Results <Quarterly Results>
Consolidated Financial Results <Quarterly Results> (100 million yen) FY2025 FY2025 FY2025 FY2025 FY2026 Q/Q Y/Y 1Q 2Q 3Q 4Q 1Q Net sales 2,611 2,842 2,893 3,347 3,466 +3.6% +32.8% Gross profit 2,157 2,352 2,405 2,793 2,948 +5.5% +36.7% Gross margin 82.6% 82.8% 83.1% 83.5% 85.0% +1.5P +2.4P Selling,
Slide 4: FY2026 1Q by Geographical Area (Y/Y)
FY2026 1Q by Geographical Area (Y/Y) FY2025 1Ｑ FY2026 1Ｑ Local Currency Local Currency Actual Actual Base Base Japan +5.2% - +19.9% - Overseas +5.8% +11.4% +39.0% +24.0% Americas +5.8% +14.2% +31.4% +18.4% Asia +11.5% +17.1% +50.5% +33.9% Europe & Others △4.4% △2.5% +28.2% +12.8% Copyright© 2026 KEY
Slide 5: Sales Growth by Geographical Area (Y/Y) <Local Currency Basis>
Sales Growth by Geographical Area (Y/Y) <Local Currency Basis> FY2025 FY2025 FY2025 FY2025 FY2026 1Q 2Q 3Q 4Q 1Q Japan +5.2％ +3.8％ +0.3％ +8.6% +19.9% Overseas +11.4％ +10.4% +13.3% +16.4% +24.0% Americas +14.2％ +13.7% +15.0% +17.5% +18.4% Asia +17.1％ +13.5% +18.9% +18.4% +33.9% Europe & Others △2.5％
Slide 6: FY2026 1Q by Geographical Area (% of Sales)
FY2026 1Q by Geographical Area (% of Sales) FY2025 FY2026 1Q 1Q Japan 32.7％ 29.6% Overseas 67.3％ 70.4% Americas 35.4％ 33.5% Asia 43.5％ 47.1% Europe & Others 21.0％ 19.4% *Composition ratio of Americas, Asia, Europe & Others is the composition ratio of overseas sales Copyright© 2026 KEYENCE CORPORATIO
Slide 7: R&D Expenditure and Others
R&D Expenditure and Others (100 million yen) FY2025 FY2025 FY2025 FY2025 FY2026 1Q 2Q 3Q 4Q 1Q R&D expenditure 78 88 82 81 84 Capital expenditures 78 38 34 133 61 Depreciation & amortization 38 47 36 52 47 Copyright© 2026 KEYENCE CORPORATION. All rights reserved 7
Slide 8: Exchange Rate
Exchange Rate FY2025 FY2026 Average exchange rate 1Q 1Q USD / JPY 146 159 EUR / JPY 162 185 CNY / JPY 20.1 23.2 ＜Foreign exchange impact（FY2026-1Q）＞ ＜Exchange sensitivity＞ Sales ：approximately +261 (100 million yen) Impact on operating income（FY2026） Operating income ：approximately +189 (100 million
Slide 9: KEYENCE
KEYENCE