Komatsu and Hitachi Construction Machinery, or HCM, posted fiscal 2026 (ending March 2027) second-quarter sales growth of 13.6% and 6.0%, respectively. North American sales rose 20.5% at Komatsu and 21.1% at HCM's independent channels. Both companies raised full-year guidance.
Macroeconomic headwinds have little impact on mining equipment demand, as commodities are needed for electric vehicle batteries and renewable energy investments.
A secular decline in coal usage will lead to weaker demand for underground mining equipment.
Metric | 6301 | 6305 | CAT |
|---|---|---|---|
Price/Earnings (Normalized) | 15.09 | 12.51 | 23.09 |
Price/Book Value | 1.59 | 1.19 | 12.81 |
Price/Sales | 1.27 | 0.76 | 3.59 |
Price/Cash Flow | 9.66 | 9.86 | 18.15 |
Metric | 6301 | 6305 | CAT |
|---|---|---|---|
Quick Ratio | 1.00 | 0.69 | 0.80 |
Current Ratio | 2.10 | 1.67 | 1.42 |
Interest Coverage | 10.25 | 7.96 | 29.60 |
Metric | 6301 | 6305 | CAT |
|---|---|---|---|
Return on Assets (Normalized) | 6.69% | 4.81% | 12.17% |
Return on Equity (Normalized) | 12.43% | 10.01% | 59.61% |
Return on Invested Capital (Normalized) | 8.81% | 6.42% | 19.56% |
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