Industries›59 companies · latest full-year results
Diversified electronics companies manufacturing and selling electronic and electrical equipment
The 59 electronics companies we cover had combined revenue of ¥74.1T (+5.7% year over year) and operating profit of ¥7.8T, an industry-wide operating margin of 10.6%.
Sony leads on revenue (¥12.5T, a 16.8% share), and the top three hold 39% of industry sales. 42 grew both revenue and operating profit; 3 saw both fall.
Keyence has the highest operating margin (51.0%); average pay across the industry is ¥8.19M, highest at Keyence (¥20.4M).








Industry total
Electronics · 59 companies
YoY compares companies with prior-year figures
StockShares are +15.4% over a year, ahead of the all-industry average (+14.9%) — #22 of 53 industries. Over the last month: −8.4%, −5.7pt against the market.Details
GuidanceCompany plans for FY2027 (55 companies combined): revenue +7.7%, operating profit +22.9%. Planned profit growth is above the all-industry plan (+13.0%).Details
Revisions23 raised and 3 cut this year's forecast. The biggest revision: Murata (operating profit +36.8%).Details
Latest resultsYear to date through Q1, 25 companies combined: revenue +9.2%, operating profit +57.8% year over year. 13 are ahead of an even pace toward their full-year plan, 21 behind.Details
Disclosures41 TSE filings in the last 90 days (M&A and restructuring 12, guidance revisions 7, buybacks 6).Details
Earnings dates34 companies report within 30 days, starting with Kyocera on Nov 2 and Mabuchi on Nov 2.Details
| Company | Op. profit (last FY) | This year's plan | Plan change | Revision | Progress (Q1 cumulative) |
|---|---|---|---|---|---|
![]() | ¥1.4T | ¥1.7T | +18.8% | Up +7.5% | 28% |
![]() | ¥1.2T | ¥1.4T | +20.9% | Up +10.3% | 44% |
![]() | ¥433.1B | - | - | Up +5.6% | - |
![]() | ¥418.2B | ¥500.0B | +19.6% | Up +17.6% | 44% |
![]() | ¥359.9B | ¥460.0B | +27.8% | Up +9.5% | 32% |
![]() | ¥348.3B | ¥415.0B | +19.1% | Unchanged | 26% |
![]() | ¥90.7B | ¥95.0B | +4.7% | Unchanged | 50% |
![]() | ¥272.4B | ¥365.0B | +34.0% | Up +23.7% | 57% |
![]() | ¥118.1B | ¥160.0B | +35.4% | Up +23.1% | 31% |
![]() | ¥48.6B | ¥30.0B | −38.2% | Down −38.8% | 27% |
| ¥281.8B | ¥520.0B | +84.5% | Up +36.8% | 47% | |
![]() | ¥104.0B | ¥120.0B | +15.4% | Unchanged | 22% |
| ¥136.6B | ¥168.0B | +23.0% | Up +17.9% | 36% | |
![]() | ¥188.7B | ¥211.0B | +11.8% | - | - |
![]() | ¥42.0B | ¥48.5B | +15.4% | Unchanged | 27% |
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 |
|---|---|---|---|
| Electronics | −8.4% | −7.2% | +15.4% |
| All industries | −2.7% | −0.9% | +14.9% |
| vs. market | −5.7pt | −6.3pt | +0.4pt |
Rank among industries:3M #46/531Y #22/53
Industry returns are an equal-weighted (geometric) average of member companies. Prices are split-adjusted closes for reference, not real-time.
Totals for the 30 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![]() | ¥12.5T | +3.7% | ¥1.4T | 11.6% | 16.8% | ¥11.2M | 42.5 | 2,212 |
2![]() | ¥10.6T | +8.2% | ¥1.2T | 11.3% | 14.3% | ¥9.95M | 42.2 | 25,934 |
3![]() | ¥5.9T | +6.8% | ¥433.1B | 7.3% | 8.0% | ¥9.13M | 40.5 | 29,949 |
4![]() | ¥5.1T | +9.2% | ¥418.2B | 8.2% | 6.9% | ¥8.50M | 43.2 | 7,124 |
5![]() | ¥3.6T | +4.7% | ¥359.9B | 10.0% | 4.8% | ¥9.94M | 43.1 | 21,934 |
6![]() | ¥3.5T | −1.3% | ¥348.3B | 9.9% | 4.7% | ¥10.1M | 42.7 | 32,224 |
7![]() | ¥2.6T | +3.2% | ¥90.7B | 3.5% | 3.5% | ¥9.06M | 45.4 | 4,596 |
8![]() | ¥2.6T | +11.1% | ¥238.1B | 9.1% | 3.5% | ¥7.60M | 42.2 | 1,714 |
9![]() | ¥2.5T | +13.6% | ¥272.4B | 10.9% | 3.4% | ¥9.21M | 43.0 | 6,573 |
10![]() | ¥2.1T | +2.8% | ¥118.1B | 5.7% | 2.8% | ¥7.40M | 40.1 | 19,667 |
11![]() | ¥1.9T | −12.4% | ¥48.6B | 2.6% | 2.6% | ¥7.53M | 45.3 | 5,636 |
| 12 | ¥1.8T | +5.0% | ¥281.8B | 15.4% | 2.5% | ¥8.03M | 40.1 | 10,865 |
13![]() | ¥1.7T | +9.3% | ¥104.0B | 6.2% | 2.2% | ¥7.62M | 45.0 | 4,821 |
| 14 | ¥1.2T | +9.3% | ¥136.6B | 11.1% | 1.7% | ¥8.10M | 44.9 | 10,939 |
15![]() | ¥1.2T | +20.7% | ¥188.7B | 16.0% | 1.6% | ¥8.67M | 43.1 | 2,149 |
16![]() | ¥1.2T | +10.4% | ¥595.8B | 51.0% | 1.6% | ¥20.4M | 34.8 | 3,205 |
17![]() | ¥1.0T | +2.9% | ¥42.0B | 4.1% | 1.4% | ¥6.41M | 41.9 | 6,429 |
18![]() | ¥947.7B | +9.4% | ¥327.7B | 34.6% | 1.3% | ¥9.24M | 47.8 | 3,149 |
19![]() | ¥893.5B | +5.3% | ¥77.9B | 8.7% | 1.2% | ¥8.04M | 43.6 | 3,903 |
20![]() | ¥857.8B | +7.6% | ¥183.8B | 21.4% | 1.2% | ¥11.6M | 39.9 | 4,793 |
21![]() | ¥777.6B | +3.2% | ¥104.7B | 13.5% | 1.0% | ¥7.53M | 39.8 | 3,435 |
22![]() | ¥767.4B | +7.3% | ¥59.9B | 7.8% | 1.0% | ¥8.88M | 44.5 | 3,855 |
| 23 | ¥609.0B | +4.9% | ¥60.2B | 9.9% | 0.8% | - | 51.4 | 18 |
24![]() | ¥604.8B | +7.5% | ¥82.6B | 13.6% | 0.8% | ¥9.27M | 44.6 | 2,242 |
25![]() | ¥569.3B | −1.3% | ¥14.3B | 2.5% | 0.8% | ¥8.04M | 45.7 | 2,894 |
26![]() | ¥542.1B | +0.8% | ¥47.3B | 8.7% | 0.7% | ¥8.70M | 42.0 | 3,170 |
27![]() | ¥518.5B | +1.7% | ¥42.7B | 8.2% | 0.7% | ¥6.61M | 41.4 | 4,021 |
28![]() | ¥502.3B | +1.5% | ¥26.4B | 5.3% | 0.7% | ¥7.59M | 43.2 | 175 |
29![]() | ¥448.3B | +81.1% | ¥19.2B | 4.3% | 0.6% | ¥6.83M | 48.6 | 569 |
30![]() | ¥421.6B | −6.8% | ¥18.8B | 4.5% | 0.6% | ¥7.80M | 43.6 | 4,356 |
31![]() | ¥356.9B | −3.6% | ¥20.5B | 5.8% | 0.5% | ¥8.54M | 51.0 | 3,061 |
| 32 | ¥355.3B | +4.1% | ¥20.0B | 5.6% | 0.5% | ¥6.76M | 41.2 | 2,928 |
33![]() | ¥301.1B | +4.6% | ¥21.5B | 7.1% | 0.4% | ¥7.61M | 43.9 | 3,917 |
34![]() | ¥298.9B | −0.5% | ¥47.3B | 15.8% | 0.4% | ¥8.34M | 45.7 | 5,052 |
35![]() | ¥276.3B | +5.5% | ¥23.1B | 8.4% | 0.4% | ¥8.38M | 44.6 | 2,053 |
36![]() | ¥240.6B | +16.3% | ¥24.6B | 10.2% | 0.3% | ¥6.59M | 45.9 | 552 |
| 37 | ¥237.7B | +5.0% | ¥18.8B | 7.9% | 0.3% | ¥9.73M | 44.0 | 1,203 |
38![]() | ¥227.9B | +2.8% | ¥8.9B | 3.9% | 0.3% | ¥7.27M | 41.3 | 1,539 |
| 39 | ¥212.1B | +4.0% | ¥16.2B | 7.6% | 0.3% | ¥7.29M | 39.8 | 4,262 |
| 40 | ¥211.3B | +11.5% | ¥43.0B | 20.4% | 0.3% | ¥8.08M | 40.8 | 1,012 |
| 41 | ¥200.4B | +2.1% | ¥25.5B | 12.7% | 0.3% | ¥7.64M | 43.3 | 760 |
42![]() | ¥195.8B | +6.0% | ¥15.4B | 7.9% | 0.3% | ¥7.21M | 40.1 | 2,269 |
43![]() | ¥179.2B | +0.9% | ¥12.0B | 6.7% | 0.2% | ¥7.99M | 44.5 | 1,475 |
44![]() | ¥140.6B | +10.8% | ¥16.2B | 11.6% | 0.2% | ¥7.52M | 44.7 | 1,954 |
45![]() | ¥139.7B | +4.5% | ¥18.3B | 13.1% | 0.2% | ¥6.92M | 39.4 | 1,961 |
46![]() | ¥132.1B | +12.0% | ¥15.5B | 11.7% | 0.2% | ¥6.74M | 37.1 | 880 |
47![]() | ¥129.4B | −0.3% | ¥7.9B | 6.1% | 0.2% | ¥7.70M | 44.6 | 1,286 |
48![]() | ¥128.2B | +7.6% | ¥18.5B | 14.4% | 0.2% | ¥7.49M | 39.5 | 2,080 |
49![]() | ¥123.6B | +8.3% | ¥5.3B | 4.3% | 0.2% | ¥7.58M | 45.2 | 903 |
| 50 | ¥117.5B | +4.0% | ¥14.8B | 12.6% | 0.2% | ¥7.84M | 46.1 | 1,734 |
51![]() | ¥107.3B | +9.7% | ¥10.9B | 10.1% | 0.1% | ¥6.83M | 42.6 | 1,169 |
| 52 | ¥85.0B | +28.4% | ¥10.8B | 12.7% | 0.1% | - | 48.9 | 36 |
53![]() | ¥81.3B | +1.0% | ¥2.4B | 2.9% | 0.1% | ¥5.74M | 41.7 | 1,033 |
54![]() | ¥73.0B | +8.3% | ¥6.1B | 8.4% | 0.1% | ¥6.82M | 42.9 | 530 |
55![]() | ¥70.0B | +4.1% | ¥7.1B | 10.1% | 0.1% | ¥7.93M | 39.7 | 845 |
56![]() | ¥65.9B | +4.1% | ¥8.2B | 12.4% | 0.1% | - | 47.5 | 17 |
57![]() | ¥27.3B | +9.1% | ¥6.2B | 22.8% | 0.0% | ¥4.21M | 40.2 | 275 |
58![]() | - | - | - | - | - | - | - | - |
| 59 | - | - | - | - | - | ¥6.89M | 41.6 | 594 |
| Industry total / average | ¥74.1T | +5.7% | ¥7.8T | 10.6% | 100% | ¥8.19M | 43.2 | 277,931 |
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.




















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