Rival companies in the same industry compared side by side, with AI analysis of the winners, the laggards and the trends.
6 industry digests
Q1 FY2027
Control and instrumentation equipment makers Yokogawa and Azbil both booked sharp order growth in Q1 FY2027. Yokogawa's sales and operating profit edged higher, while Azbil's profit fell, showing orders have yet to translate evenly into earnings.
Q1 FY2027
Connector and Circuit Board Makers all grew revenue in Q1 FY2027, as AI and data center investment lifted demand. Meiko led sales growth at 38%, but Hirose posted the highest operating margin, while MinebeaMitsumi led in net profit growth.
Q2 FY2026 (FY ends Dec)
Japan's office equipment makers posted mixed FY2026 results: Canon reported its six-month interim, while the other four reported first-quarter figures. Epson grew sales and operating profit, but Fujifilm's profit fell despite higher revenue.
Q1 FY2027
Factory Automation and Industrial Robots companies all grew sales in Q1 FY2027, helped by semiconductor and data-center investment. Keyence held a 54% operating margin, while Yaskawa's profit fell despite higher sales; its reporting period was a month earlier.
FY2026 (FY ends Jun)
Full-year earnings for five mid-tier chip equipment makers in the FY2026 period show a stark polarization. While generative AI acts as a strong tailwind, results have ==clearly split== into winners and losers.
Q3 FY2026
The Motor and Power Equipment sector saw a stark divergence in Q3 FY2026. While Fuji Electric and GS Yuasa posted strong earnings on robust demand, industry giant Nidec faced an unprecedented delay over accounting issues.
