Kubota Corp

6326: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Kubota Earnings: Record Sales and FCF Rebound Lift Targets, but Valuation Looks Stretched

Kangyuxiao Li

Feb 19, 2026

Kubota posted record December-quarter sales of JPY 814 billion, with Japan, North America, and Europe up 15%, 17%, and 18% year over year, respectively. Its new midterm plan targets a 12% operating margin by 2030 (compared with the current 9% level), and JPY 900 billion cumulative free cash flow.

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Kubota Corp

Kubota Earnings: Record Sales and FCF Rebound Lift Targets, but Valuation Looks Stretched

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