Yaskawa Electric Corporation TSE:6506

YASKAWA Electric : Results Briefing for the Fiscal Year Ended February 28, 2026

Published

Source: MarketScreener

Results Briefing for FY2025 (Ended February 28, 2026)

Notes:

  • The information within this document is made as of the date of writing. Any forward-looking statement is made according to the assumptions of management and are subject to change as a result of risks and uncertainties. YASKAWA Electric Corporation undertakes no obligation to update or revise these forward-looking statements, whether as a result of new information, future events, or otherwise.

  • Figures in this document are rounded off and may differ from those in other documents such as financial results.

  • The copyright to all materials in this document is held by YASKAWA Electric Corporation.

No part of this document may be reproduced or distributed without the prior permission of the copyright holder.



© 2026 YASKAWA Electric Corporation



Summary

  • FY2025 Full-Year Results

Revenue…YoY:+0.8%



・Revenue exceeded the results of the previous fiscal year, when order backlogs were normalized, as a

result of steadily translating new orders into revenue.

Operating profit…YoY:-5.7%

・Operating profit decreased as the increase in added value resulting from higher sales was insufficient to offset the impact of exchange rate fluctuations and higher indirect costs.

Profit before tax…YoY:-36.8%

Profit attributable to owners of parent…YoY:-38.2%

Profit before tax and profit attributable to owners of parent decreased compared to the previous fiscal

year when gains from the sale of shares in an equity-method affiliate were recorded.

4Q Order …YoY:+20%, QoQ:+10%

Order increased YoY and QoQ, driven by growing demand in AI- and semiconductor-related fields



as well as large-scale orders related to steel plant projects.

  • FY2026 Full-Year Forecasts

Revenue ¥580.0bn., Operating profit ¥60.0bn.

Both revenue and profits are planned to increase considering factors including the current strong order intake driven by robust demand mainly from AI- and semiconductor-related markets.

・The assumed average exchange rates (from March 1, 2026 to February 28, 2027) are

1USD=145JPY, 1EUR=170JPY, 1CNY=20.5JPY, and 1KRW=0.105JPY.

・The dividend forecast for FY2026 is expected to be ¥72 per share (interim: ¥36, year-end: ¥36) and

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dividend payout ratio to be 39.7%.

© 2026 YASKAWA Electric Corporation

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Contents

  1. FY2025 Financial Results
    • FY2025 Financial Results

    • Business Segment Overview

    • Revenue Breakdown by Business

      Segment

    • Revenue Breakdown by Location

    • Breakdown of Changes in

      Operating Profit

    • Measures for FY2025

    • Initiatives for Expanding the



      AI Robotics Field

  2. FY2026 Full-Year Forecasts
    • FY2026 Full-Year Financial Forecasts

3. Reference

  • Capital Expenditure, R&D Investment, Forex Rates and Sensitivity

  • Financial Indices

  • Revenue / Operating Profit

  • Quarterly Trends of Revenue and Operating Profit

  • Breakdown of Changes in Operating

    Profit in the Most Recent Quarter

  • Quarterly Revenue Trends

  • Quarterly Order Trends

  • Quantitative Information

    • Breakdown of Changes in Operating Profit

    • Measures for FY2026

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    • Shareholder Return (Dividends)

© 2026 YASKAWA Electric Corporation

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Business Overview

Motion Control

【Core products】

・AC servo drives and controllers

・Linear servo motors

・AC drives

・PV inverters

・PM motors

New machine controller "MPX1310 series"

Robotics

【Core products】

・Industrial robots

  • Arc and spot-welding robots,

    painting robots

  • Handling robots

・AI robots, collaborative robots

・Semiconductor wafer transfer

robots

・Biomedical robots

System Engineering

【Core products】

・Electrical systems for steel plants

・Port cranes

・Electrical systems for water supply and sewage

Electrical systems for

steel plants

AC servo drives

Σ-X series

YRM Controller "YRM1030"

AI Robot

"MOTOMAN

NEXT series"

Port cranes

Yaskawa AC drive GA700 series

PV inverter Enewell-SOL P3H

Collaborative robot MOTOMAN-HC30PL

7-axis arc-welding robot MOTOMAN-AR1440E

Other

・Logistics, etc.

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FY2025 Financial Results

© 2026 YASKAWA Electric Corporation

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© 2026 YASKAWA Electric Corporation