Fanuc Corp

6954: XTKS (JPN)
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Morningstar Rating for Stocks Fair Value Economic Moat Capital Allocation
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AI Infrastructure Investment Strengthens Fanuc’s Long-Term Growth Outlook

Business Strategy and Outlook

Fanuc is well-positioned for long-term, secular growth in the industrial robotics industry, as the world’s largest computer numerical control and industrial robotics manufacturer. The factory automation division accounts for about one-third of total sales and holds the leading global market share in CNC automated control software for machine tools. With an established reputation and track record that support its 50% market share, this business should grow alongside its machine tool manufacturer customers, as the software/control console will differentiate machine tool quality and meet end users’ increasing demands for extremely high precision.

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