Omron's second-quarter sales rose 20% year on year to JPY 215.4 billion, with industrial automation increasing 35.2%. First-half operating margin was 9.5%. Fiscal 2026 (ending March 2027) sales guidance rose 4.5%, with margin up 50 basis points to 9.6%. Shares fell 6% the next trading day.
The industrial automation business significantly outpaces market growth as Omron builds out its offerings for the semiconductor/electronics industry in Asia.
Cross-segment synergies are unclear, and social infrastructure and electronic components businesses are value-destructive.
Metric | 6645 | SIE | 6503 |
|---|---|---|---|
Price/Earnings (Normalized) | 17.69 | 25.56 | 20.28 |
Price/Book Value | 1.15 | 3.11 | 2.17 |
Price/Sales | 1.21 | 2.65 | 1.64 |
Price/Cash Flow | 7.71 | 17.85 | 16.46 |
Metric | 6645 | SIE | 6503 |
|---|---|---|---|
Quick Ratio | 1.05 | 1.11 | 1.27 |
Current Ratio | 1.93 | 1.45 | 2.01 |
Interest Coverage | — | 7.22 | 41.21 |
Metric | 6645 | SIE | 6503 |
|---|---|---|---|
Return on Assets (Normalized) | — | 5.58% | 7.50% |
Return on Equity (Normalized) | — | 14.26% | 12.02% |
Return on Invested Capital (Normalized) | — | 6.90% | 10.65% |
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