Keyence CorporationTSE: 6861

Third Quarter of FY2025 Financial Results Materials

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

January 29, 2026

KEYENCE CORPORATION
Consolidated Financial Results for FY2025

(100 million yen)

Net sales

FY2024 1Q-3Q

7,752

FY2025 1Q-3Q

Y/Y

8,346

+7.7%

Operating income

3,970

4,164

+4.9%

Income before income taxes

4,103

4,436

+8.1%

Net income

attributable to owners of the parent

2,918

3,112

+6.6%

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 2

Consolidated Financial Results for FY2025

(100 million yen)

Net sales

FY2024

3Q

2,596

FY2025

3Q

Y/Y

2,893

+11.4%

Operating income

1,331

1,442

+8.4%

Income before income taxes

1,446

1,586

+9.7%

Net income

attributable to owners of the parent

1,020

1,112

+9.0%

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 3

Consolidated Financial Results

(100 million yen)

FY2024

FY2024

FY2025

FY2025

FY2025

3Q

4Q

1Q

2Q

3Q

Q/Q

Y/Y

Net sales

2,596

2,840

2,611

2,842

2,893

+1.8%

+11.4%

Gross profit

2,174

2,371

2,157

2,352

2,405

+2.3%

+10.7%

Gross margin

83.7%

83.5%

82.6%

82.8%

83.1%

+0.3P

â–³0.6P

Selling, general

& administrative expenses

843

844

864

923

963

+4.3%

+14.3%

Operating income

1,331

1,527

1,293

1,429

1,442

+0.9ï¼…

+8.4%

Operating income margin

51.3%

53.8%

49.5%

50.3%

49.8%

â–³0.5P

â–³1.5P

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 4

FY2025 1Q-3Q by Geographical Area (Y/Y)

Japan

FY2024

Actual

+8.1%

1Q-3Q

Local Currency

Base

-

FY2025

Actual

1Q-3Q

Local Currency

Base

+3.1%

-

Overseas

+10.4%

+4.0%

+10.1%

+11.7%

Americas

+13.4%

+7.0%

+10.4%

+14.3%

Asia

+11.0%

+5.2%

+14.2%

+16.5%

Europe & Others

+5.4%

â–³1.9%

+2.6%

+0.0%

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 5

FY2025 3Q by Geographical Area (Y/Y)

Japan

FY2024

Actual

+9.2%

3ï¼±

Local Currency

Base

-

FY2025

Actual

3ï¼±

Local Currency

Base

+0.3%

-

Overseas

+6.9%

+6.5%

+17.2%

+13.3%

Americas

+9.5%

+11.6%

+17.7%

+15.0%

Asia

+8.4%

+7.1%

+21.1%

+18.9%

Europe & Others

+1.1%

â–³1.2%

+10.1%

+2.2%

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 6

Sales Growth by Geographical Area

Japan

FY2024

3Q

+9.2ï¼…

FY2024

4Q

+8.5ï¼…

FY2025

1Q

+5.2ï¼…

FY2025

2Q

+3.8ï¼…

FY2025

3Q

+0.3ï¼…

Overseas

+6.5ï¼…

+7.4ï¼…

+11.4ï¼…

+10.4%

+13.3%

Americas

+11.6ï¼…

+10.7ï¼…

+14.2ï¼…

+13.7%

+15.0%

Asia

+7.1ï¼…

+14.6ï¼…

+17.1ï¼…

+13.5%

+18.9%

Europe & Others

â–³1.2ï¼…

â–³7.5ï¼…

â–³2.5ï¼…

+0.2%

+2.2%

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 7

FY2025 3Q by Geographical Area (% of Sales)

FY2024

FY2025

3Q

3Q

Japan

34.1ï¼…

30.7%

Overseas

65.9ï¼…

69.3%

Americas

36.5ï¼…

36.6%

Asia

39.0ï¼…

40.3%

Europe & Others

24.5ï¼…

23.0%

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

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 8

Global Market Opportunity

Europe

Market Size

3.0 x (Japan = 1)

Asia

Market Size

9.0 x (Japan = 1)

Americas

Market Size

4.2 x (Japan = 1)

Market Size Comparison (Japan = 1) KEYENCE Sales Revenue Comparison (Japan = 1)

Americas Europe Asia

4.2 x

3.0 x

9.0 x

Americas Europe Asia

0.6 x

0.4 x

0.7 x

*Market Size = our estimate based on the manufacturing value added.

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R&D expenditure and Others

(100 million yen)

FY2024

FY2024

FY2025

FY2025

FY2025

3Q

4Q

1Q

2Q

3Q

R&D expenditure

69

73

78

88

82

Capital expenditures

32

38

78

38

34

Depreciation & amortization

42

33

38

47

36

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 10

Exchange Rate

Average exchange rate

FY2024

3ï¼±

FY2025

3ï¼±

FY2024 1Q-3Q

FY2025 1Q-3Q

USD / JPY 149

152

152

148

EUR / JPY 162

176

165

169

CNY / JPY 20.9

21.3

21.1

20.6

<Foreign exchange impact(FY2025-1Q-3Q)>

Sales :approximately △88 (100 million yen) Operating income :approximately △62 (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 11

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