Industries›6 companies · latest full-year results
A group of companies that develop, manufacture, and sell electronic devices used in the home. Includes game consoles, AV equipment, and home appliances.
The 6 consumer electronics companies we cover had combined revenue of ¥17.3T (+8.1% year over year) and operating profit of ¥1.3T, an industry-wide operating margin of 7.4%.
Panasonic leads on revenue (¥8.5T, a 48.8% share), and the top three hold 89% of industry sales. 3 grew both revenue and operating profit; 0 saw both fall.
Nintendo has the highest operating margin (15.6%); average pay across the industry is ¥7.50M, highest at Nintendo (¥9.82M).
Industry total
Consumer Electronics · 6 companies
YoY compares companies with prior-year figures
StockShares are +14.7% over a year, behind the all-industry average (+14.9%) — #24 of 53 industries.Details
GuidanceCompany plans for FY2027 (4 companies combined): revenue −0.3%, operating profit +5.5%. Planned profit growth is below the all-industry plan (+13.0%).Details
Revisions0 raised and 1 cut this year's forecast. The biggest revision: Canon (operating profit −4.8%).Details
Latest resultsYear to date through Q1, 2 companies combined: revenue −1.2%, operating profit +125.0% year over year. 2 are ahead of an even pace toward their full-year plan, 1 behind.Details
Disclosures4 TSE filings in the last 90 days (guidance revisions 1, M&A and restructuring 1, buybacks 1).Details
Earnings dates3 companies report within 30 days, starting with Nintendo on Nov 5 and Yamada on Nov 6.Details
Plans are each company's forecast for the current year from its earnings release. Plan change compares with last year's results; revisions compare the latest forecast with the first one given for the year. Progress is cumulative operating profit ÷ the full-year plan, against an even pace of 25% after Q1, 50% after Q2 and 75% after Q3 (a rough guide for seasonal businesses).
| Change | 1M | 3M | 1Y |
|---|---|---|---|
| Consumer Electronics | −3.9% | −1.4% | +14.7% |
| All industries | −2.7% | −0.9% | +14.9% |
| vs. market | −1.2pt | −0.5pt | −0.3pt |
Rank among industries:3M #27/531Y #24/53
Industry returns are an equal-weighted (geometric) average of member companies. Prices are split-adjusted closes for reference, not real-time.
Totals for the 2 covered companies with full-year results for every year from FY2022 to FY2026. The set is fixed, so adding or removing coverage doesn't move the figures.
Average salary is the reporting entity's figure (often a holding company) from its annual securities report. Holding companies with fewer than 50 staff are excluded.
| Company | Revenue | YoY | Operating profit | Margin | Share | Average salary | Average age | Employees |
|---|---|---|---|---|---|---|---|---|
| 1 | ¥8.5T | −0.5% | ¥426.5B | 5.0% | 48.8% | ¥9.56M | 44.0 | 1,478 |
| 2 | ¥4.6T | +2.5% | ¥455.4B | 9.8% | 26.7% | ¥8.66M | 44.2 | 23,457 |
| 3 | ¥2.3T | +98.6% | ¥360.1B | 15.6% | 13.3% | ¥9.82M | 40.5 | 3,084 |
| 4 | ¥1.7T | +3.9% | ¥16.2B | 1.0% | 9.8% | ¥5.60M | 46.9 | 561 |
| 5 | ¥224.3B | +8.3% | ¥21.1B | 9.4% | 1.3% | ¥6.63M | 38.9 | 68 |
| 6 | ¥17.2B | - | ¥-718M | -4.2% | 0.1% | ¥4.70M | 36.8 | 395 |
| Industry total / average | ¥17.3T | +8.1% | ¥1.3T | 7.4% | 100% | ¥7.50M | 41.9 | 29,043 |
Revenue and operating profit are from each company's latest full-year results. Green margins are at or above the industry margin. Financial institutions may not report operating profit.
Canon Takes ¥99.9bn Subsidiary Absorption Loss, No Group Impact
