Keyence CorporationTSE: 6861

Second Quarter of FY2025 Financial Results Materials

· Issued by Keyence Corporation
‌Second Quarter of FY2025 Financial Results Materials

October 29, 2025

KEYENCE CORPORATION
‌Consolidated Financial Results for FY2025

(100 million yen)

Net sales

FY2024

1H

5,156

FY2025

1H

Y/Y

5,453

+5.8%

Operating income

2,640

2,722

+3.1%

Income before

income taxes

2,657

2,850

+7.3%

Net income

attributable to owners of the parent

1,897

2,000

+5.4%

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 2

‌Consolidated Financial Results for FY2025

(100 million yen)

Net sales

FY2024

2Q

2,683

FY2025

2Q

Y/Y

2,842

+5.9%

Operating income

1,406

1,429

+1.6%

Income before

income taxes

1,343

1,535

+14.3%

Net income

attributable to owners of the parent

962

1,078

+12.1%

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 3

‌Consolidated Financial Results

(100 million yen)

FY2024

FY2024

FY2024

FY2025

FY2025

2Q

3Q

4Q

1Q

2Q

Q/Q

Y/Y

Net sales

2,683

2,596

2,840

2,611

2,842

+8.9%

+5.9%

Gross profit

2,259

2,174

2,371

2,157

2,352

+9.1%

+4.1%

Gross margin

84.2%

83.7%

83.5%

82.6%

82.8%

+0.2P

△1.4P

Selling, general

& administrative expenses

853

843

844

864

923

+6.9%

+8.2%

Operating income

1,406

1,331

1,527

1,293

1,429

+10.5％

+1.6%

Operating income margin

52.4%

51.3%

53.8%

49.5%

50.3%

+0.8P

△2.1P

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 4

‌FY2025 1H by Geographical Area (Y/Y)

Japan

FY2024

Actual

+7.5%

1H

Local Currency

Base

-

FY2025

Actual

1H

Local Currency

Base

+4.4%

-

Overseas

+12.3%

+2.8%

+6.5%

+10.8%

Americas

+15.5%

+4.6%

+6.7%

+13.9%

Asia

+12.3%

+4.3%

+10.8%

+15.3%

Europe & Others

+7.8%

△2.3%

△1.4%

△1.1%

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 5

‌FY2025 2Q by Geographical Area (Y/Y)

Japan

FY2024

Actual

+10.2%

2Ｑ

Local Currency

Base

-

FY2025

Actual

2Ｑ

Local Currency

Base

+3.8%

-

Overseas

+10.0%

+3.0%

+7.1%

+11.6%

Americas

+11.2%

+4.2%

+7.5%

+14.2%

Asia

+12.9%

+6.2%

+10.1%

+14.8%

Europe & Others

+3.4%

△4.0%

+1.4%

+2.4%

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 6

‌Sales Growth by Geographical Area

Japan

FY2024

2Q

+10.2％

FY2024

3Q

+9.2％

FY2024

4Q

+8.5％

FY2025

1Q

+5.2％

FY2025

2Q

+3.8％

Overseas

+3.0％

+6.5％

+7.4％

+11.4％

+11.6%

Americas

+4.2％

+11.6％

+10.7％

+14.2％

+14.2%

Asia

+6.2％

+7.1％

+14.6％

+17.1％

+14.8%

Europe & Others

△4.0％

△1.2％

△7.5％

△2.5％

+2.4%

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 7

‌Sales Growth by Domestic Industry (Y/Y)

*5% increments

Semiconductors & Liquid Crystals

FY2024

1H

0%

FY2024

2H

+5%

FY2025

1H

0%

Electronics and precision

0%

△5%

△5%

Automotive & Transportation

+20%

+15%

△5%

Metal & Machine Tools

0%

△5%

+5%

Food & Pharmaceuticals

+15%

+15%

+10%

Other

+15%

+20%

+20%

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 8

‌% of Sales by Domestic industry

*5% increments

Semiconductors & Liquid Crystals

FY2024

1H

10%

FY2024

2H

10%

FY2025

1H

10%

Electronics and precision

15%

15%

15%

Automotive & Transportation

25%

25%

25%

Metal & Machine Tools

10%

10%

10%

Food & Pharmaceuticals

10%

10%

10%

Other

30%

30%

30%

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 9

‌FY2025 2Q by Geographical Area (% of Sales)

FY2024

FY2025

2Q

2Q

Japan

36.3％

35.6%

Overseas

63.7％

64.4%

Americas

36.7％

36.8%

Asia

40.2％

41.3%

Europe & Others

23.2％

21.9%

*Composition ratio of Americas, Asia, Europe & Others is the composition ratio of overseas sales

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 10

‌% of Sales by Geographical Area （1H）

FY2021

FY2022

FY2023

FY2024

FY2025

1H

1H

1H

1H

1H

Japan

40.4%

37.4%

35.6%

34.6%

34.2％

Overseas

59.6%

62.6%

64.4%

65.4%

65.8％

Americas

30.4%

32.4%

35.1%

36.1%

36.1％

Asia

48.5%

46.2%

40.8%

40.7%

42.4％

Europe & Others

21.1%

21.4%

24.2%

23.2%

21.5％

*Composition ratio of Americas, Asia, Europe & Others is the composition ratio of overseas sales

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 11

‌R&D expenditure and Others

(100 million yen)

FY2024

FY2024

FY2024

FY2025

FY2025

2Q

3Q

4Q

1Q

2Q

R&D expenditure

76

69

73

78

88

Capital expenditures

42

32

38

78

38

Depreciation & amortization

41

42

33

38

47

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 12

‌Exchange Rate

2Ｑ

Average exchange rate FY2024

FY2025

2Ｑ

FY2024

1H

FY2025

1H

USD / JPY 154

146

154

146

EUR / JPY 168

170

167

166

CNY / JPY 21.3

20.4

21.2

20.3

＜Foreign exchange impact（FY2025-1H）＞

Sales ：approximately △134 (100 million yen) Operating income ：approximately △98 (100 million yen)

＜Exchange sensitivity＞

Impact on operating income（FY2025）

→USD ：approximately 9 (100 million yen) *Per 1 yen fluctuation

→EUR ：approximately 5 (100 million yen) *Per 1 yen fluctuation

→CNY ：approximately 7 (100 million yen) *Per 0.1 yen fluctuation

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 13

‌Dividend

Interim dividend / share（Yen）

FY2021

100

FY2022

150

FY2023

150

FY2024

175

FY2025

275

Year-end dividend / share（Yen）

100

150

150

175

Forecast

275

Annual dividend / share（Yen）

200

300

300

350

Forecast

550

Total dividend amount (100M Yen)

485

728

728

849

Forecast

1,334

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 14

‌202757