NadirAlphaNA EN · DE · ES · FR · 中文 · PL

OMRON Stock 6645.T

OMRON Corporation · EDINET filings · Reporting currency JPY · Quarterly reporting · Figures as of Q1 FY2027 (Apr to Jun 2026) · updated 2026-10-18 · checked 2026-09-28 · ISIN JP3197800000

OMRON stock (6645.T): Quarterly and annual results since 2024 from Quarterly Report and EDINET filings: revenue, earnings, balance sheet, cash flow and management guidance, every figure with its source. As of 08/2026, quarterly reporting. Stock analysis by NadirAlpha. OMRON stock (6645.T): listed on JPX, index Nikkei 225. NadirAlpha has evaluated 11 original documents, cross-checked every figure automatically and linked each to its source; sources as of 08/2026. Revenue Q1 FY2027 (Apr to Jun 2026): JPY 209.9 billion (+26% year on year). Latest reading: Operating income doubled, Cash flow inflection, Guidance raised, Divestiture, Strategic pivot.

Operating income doubled Cash flow inflection Guidance raised strategy: Divestiture strategy: Strategic pivot

NadirAlpha editorial team · About us · Methodology

The new quarter, monitored by AI. · NadirAlpha follows every stock through its original filings: the latest figures against their history, guidance against actuals; neutral, continuously updated, every figure clickable with its source.
AI-generated report · not investment advice · figures extracted automatically; please verify against the linked original more
AI-generatedCreated with AI assistance from the company's linked original filings (transparency per Art. 50 EU AI Act). More about the tool: Claude Code.
Not investment adviceNeutral financial information, no recommendation, no investment research within the meaning of MiFID II.
Verify yourselfFigures are extracted automatically, errors are possible. Every figure is clickable with its source; the issuer's original documents are always authoritative.
EditorialThe texts (business model, current status, development and others) are written AI-editorially from the original reports alone, cross-checked automatically and backed with sources; the company's own account, no assessment of our own. Methodology
AI research · This page works as a source-backed data basis for further research with AI assistants such as Claude; every figure remains verifiable via the source links.

OMRON Current Status

Summary of the most recent reporting period of OMRON (Q1 FY2027): core figures, drivers and management statements, every figure with a source number. NadirAlpha methodology

Assessment by NadirAlpha, as of Q1 FY2027 (Apr to Jun 2026).

Omron reported first-quarter revenue of 209,864 million yen, up 26.1% year on year, and operating income of 18,857 million yen, up 226.0% year on year, as AI-driven semiconductor investment and data center secondary battery systems generated strong demand in the Industrial Automation segment 11. Net income was 10,635 million yen for the quarter, and management raised full-year guidance for revenue, operating income, and pre-tax income on the strength of these results 11. Healthcare segment blood pressure monitor sales in Japan and Asia outperformed the prior-year period, supported by targeted online promotional activities, while the Data Solutions segment continued to grow on a favorable business environment 11. The planned divestiture of the Device & Module Solutions business to The Carlyle Group, with execution targeted for October 1, 2026, was confirmed in the quarterly results disclosure 11.
Revenue · 2027-Q1209,864¥ million+26.1 % vs. 2026-Q1
Net profit · 2027-Q110,635¥ million+131.1 % vs. 2026-Q1
EPS · 2027-Q154.08¥+131.4 % vs. 2026-Q1
Revenue trend
Guidance
For FY2027, OMRON guides Revenue 880,000 ¥ million (raised); EBIT 80,000 ¥ million (raised); Profit Before Tax 79,000 (raised). 11 Longer-term target for FY2030: EPS (GAAP) 20% (initiated); Revenue growth (YoY) 7%. 10
Profitability
Operating income was 18,857 million yen and net income was 10,635 million yen for the quarter, with diluted EPS of 54.08 yen. Operating cash flow was 63,969 million yen against capital expenditure of 6,626 million yen, yielding free cash flow of 57,343 million yen. No specific extraordinary items affecting the income statement are identified in the quarter's disclosures beyond the continuing classification of Device & Module Solutions as a discontinued operation.
Leverage
Net debt at June 30, 2026 stood at 11,597 million yen, down from 30,975 million yen at March 31, 2026, reflecting strong first-quarter cash generation. Cash and cash equivalents rose to 217,868 million yen from 166,603 million yen over the same period. One year earlier, at March 31, 2025, the group held a net cash position of 9,563 million yen, indicating a shift to a net debt position over the course of fiscal year 2026.
Management view
Management raised full-year guidance for revenue, operating income, and pre-tax income following the first-quarter results, citing stronger-than-planned performance across key segments 11. The Industrial Automation segment is capturing structural AI-driven demand for semiconductor manufacturing equipment and data center secondary battery automation systems, which management identified as a primary growth driver for the period 11. Healthcare segment online promotional activities in Japan and Asia drove blood pressure monitor sales substantially above the prior-year period, while the Data Solutions segment extended its growth trajectory on a favorable business environment 11.
Change
Within the Social Systems segment, the energy storage business performed below expectations for the quarter, while railway operations and management services continued to perform steadily 11. The Device & Module Solutions segment remains classified as a discontinued operation, with its results excluded from the group's continuing-operations revenue and profit figures pending completion of the planned transfer 11. Omron adopted International Financial Reporting Standards (IFRS) beginning with the fiscal year ending March 2027, representing a change in the accounting framework that affects comparability with prior periods reported under Japanese GAAP 11.
Risks (current)
The competitive environment in the Social Systems segment is expected to become more challenging from the second quarter onward than the assumptions set at the start of the fiscal year 11. Company-specific risks include contractual provisions related to the JMDC capital alliance, potential performance shortfalls or unrealized synergies at M&A investees, and the risk of large-scale product recalls or safety and security regulatory violations 10. Additional risks cited include cybersecurity attacks exploiting product vulnerabilities that could cause network disruptions, and the possibility of internal misconduct or non-compliant accounting practices 10.
New this reporting period
The planned divestiture of the Device & Module Solutions business (electronic components) to The Carlyle Group was confirmed in the first-quarter results release published August 5, 2026, with transaction execution targeted for October 1, 2026 11.

OMRON Stock: Key Figures (¥ million)

The core financial figures of OMRON stock in three views: fiscal years up to FY2027, half-years and quarters up to Q1 FY2027, in ¥ million, most recent period first. NadirAlpha extracts all values automatically from the filings; errors are possible; please verify decision-relevant figures yourself by clicking through to the linked original. NadirAlpha methodology

All figures serve only to support your own investment decision and are not a recommendation; the company's original reports are authoritative.

Revenue (¥ million) · annual basis, as reported
Net income (¥ million) · annual basis, as reported
EPS (¥) · annual basis, as reported
Operating cash flow (¥ million) · annual basis, as reported
Revenue (¥ million) · half-year basis, as reported
Net income (¥ million) · half-year basis, as reported
EPS (¥) · half-year basis, as reported
Operating cash flow (¥ million) · half-year basis, as reported
Revenue (¥ million) · quarterly basis, as reported
Net income (¥ million) · quarterly basis, as reported
EPS (¥) · quarterly basis, as reported
Operating cash flow (¥ million) · quarterly basis, as reported
Cash (¥ million) · annual basis, as reported
Debt (¥ million) · annual basis, as reported
Net Debt (¥ million) · annual basis, as reported
Capex (¥ million) · annual basis, as reported
FCF (¥ million) · annual basis, as reported
D&A (¥ million) · annual basis, as reported
Cash (¥ million) · half-year basis, as reported
Debt (¥ million) · half-year basis, as reported
Net Debt (¥ million) · half-year basis, as reported
Capex (¥ million) · half-year basis, as reported
FCF (¥ million) · half-year basis, as reported
D&A (¥ million) · half-year basis, as reported
Cash (¥ million) · quarterly basis, as reported
Debt (¥ million) · quarterly basis, as reported
Net Debt (¥ million) · quarterly basis, as reported
Capex (¥ million) · quarterly basis, as reported
FCF (¥ million) · quarterly basis, as reported
D&A (¥ million) · quarterly basis, as reported
Shown: the most recent fiscal years. Full history since FY2022 is on record.

Fiscal years

Amounts in ¥ million · EPS in ¥ per share · as reported
OMRON stock: key figures on annual basis, FY2024 to FY2026, in ¥ million. Compiled by NadirAlpha from EDINET filings.
PeriodCalendar quarterRevenueNet incomeEPS (¥)OCFSource
FY2026Q2/2025–Q1/2026767,35128,487~144.860,91910
FY2025Q2/2024–Q1/2025715,37916,27182.6355,784110
FY2024Q2/2023–Q1/2024818,7618,10541.1744,8756

Half-years

Amounts in ¥ million · EPS in ¥ per share · as reported
OMRON stock: key figures on half-year basis, 2024-H1 to 2026-H2, in ¥ million. Compiled by NadirAlpha from EDINET filings.
PeriodCalendar quarterPublishedRevenueNet incomeEPS (¥)FCFCashNet DebtSource
2026-H2*Q4/2025–Q1/20262026-06-22373,90319,44098.81*≈2,864166,60330,97510
2026-H1*Q2–Q3/20252025-11-14393,4489,04745.964,950160,595–109
2025-H2*Q4/2024–Q1/20252025-06-23427,11519,58999.48*≈5,126149,023~-9,563~8
2025-H1*Q2–Q3/20242024-11-14374,638-3,318-16.861,665161,338-10,421109
2024-H2*Q4/2023–Q1/20242024-06-21418,0872,02510.29*≈-7,415143,086-22,0126
2024-H1*Q2–Q3/20232023-11-14400,6746,08030.896,912107,715–107

Quarters

Amounts in ¥ million · EPS in ¥ per share · as reported
OMRON stock: key figures on quarterly basis, 2024-Q1 to 2027-Q1, in ¥ million. Compiled by NadirAlpha from EDINET filings.
PeriodCalendar quarterPublishedRevenueOp. incomeNet incomeEPS (¥)FCFCashNet DebtSource
2027-Q1*Q2/20262026-08-05209,86418,85710,63554.08≈57,343217,86811,597111
2026-Q2*Q3/20252025-11-14226,968–4,44622.59*≈-6,667160,595–9
2026-Q1*Q2/20252026-08-05166,4805,7844,601~23.37≈11,617156,914–111
2024-Q4*Q1/20242024-06-21210,776–2561.30*≈-1,576143,086-22,0126
2024-Q3*Q4/20232024-02-14207,311~–1,769~8.98-5,839129,311–5
2024-Q2*Q3/20232023-11-14197,323–-7,316-37.168,273107,715–4
2024-Q1*Q2/20232023-08-09203,351–13,39668.05-1,36197,711–103
Japan abolished mandatory quarterly reports in 2024. Quarters appear as reported; half-year and annual balance-sheet dates fill the Q2 and Q4 columns. The continuous series is shown in the half-year table.
* derived: values with formula provenance (hover); Q4 = FY − 9M · H2 = FY − H1 · EPS via implied shares · net debt = financial debt − cash · FCF = OCF − |capex|.
Columns not reported in this reporting cadence are hidden: Op. income (adj.), EBITDA (adj.), EPS adj. (not reported in any source for these periods).

OMRON Balance Sheet & Cash Flow (¥ million)

Balance sheet and cash flow of OMRON up to Q1 FY2027 in ¥ million: net debt = financial debt minus cash, free cash flow = operating cash flow minus capex, every input sourced. NadirAlpha extracts all values automatically from the filings; errors are possible; please verify decision-relevant figures yourself by clicking through to the linked original. NadirAlpha methodology

Fiscal years

Amounts in ¥ million · as reported
OMRON stock: balance sheet and cash flow on annual basis, FY2024 to FY2026, in ¥ million. Compiled by NadirAlpha from EDINET filings.
PeriodCalendar quarterPublishedCashDebtNet DebtD&AOCFCapexFCFSource
FY2026Q2/2025–Q1/20262026-06-22166,603197,57830,97533,77860,91953,1057,81410
FY2025Q2/2024–Q1/20252025-06-23149,023~139,460-9,563~33,45055,78448,993~6,791~110
FY2024Q2/2023–Q1/20242024-06-21143,086121,074°-22,01230,81644,87545,378-5036

Half-years

Amounts in ¥ million · as reported
OMRON stock: balance sheet and cash flow on half-year basis, 2024-H1 to 2026-H2, in ¥ million. Compiled by NadirAlpha from EDINET filings.
PeriodCalendar quarterPublishedCashDebtNet DebtD&AOCFCapexFCFSource
2026-H2Q4/2025–Q1/20262026-06-22166,603197,57830,97517,27932,93330,0692,86410
2026-H1Q2–Q3/20252025-11-14160,595––16,49927,98623,0364,950109
2025-H2Q4/2024–Q1/20252025-06-23149,023~139,460-9,563~16,62431,93926,8135,1268
2025-H1Q2–Q3/20242024-11-14161,338150,917-10,42116,82623,84522,1801,665109
2024-H2Q4/2023–Q1/20242024-06-21143,086121,074°-22,01216,98119,14326,558-7,4156
2024-H1Q2–Q3/20232023-11-14107,715––13,83525,73218,8206,912107

Quarters

Amounts in ¥ million · as reported
OMRON stock: balance sheet and cash flow on quarterly basis, 2024-Q1 to 2027-Q1, in ¥ million. Compiled by NadirAlpha from EDINET filings.
PeriodCalendar quarterPublishedCashDebtNet DebtD&AOCFCapexFCFSource
2027-Q1Q2/20262026-08-05217,868229,46511,59711,01763,9696,62657,343111
2026-Q4Q1/20262026-06-22166,603197,57830,975––––10
2026-Q2Q3/20252026-08-05160,595––4,95811,53918,206-6,66711
2026-Q1Q2/20252026-08-05156,914––11,54116,4474,83011,617111
2025-Q4Q1/20252025-06-23149,023139,460-9,563––––8
2025-Q2Q3/20242024-11-14161,338150,917-10,421––––7
2024-Q4Q1/20242024-06-21143,086121,074°-22,0128,52713,02414,600-1,5766
2024-Q3Q4/20232024-02-14129,311––8,4546,11911,958-5,8395
2024-Q2Q3/20232023-11-14107,715––6,93817,8789,6058,2734
2024-Q1Q2/20232023-08-0997,711––6,8977,8549,215-1,361103
Japan abolished mandatory quarterly reports in 2024. Quarters appear as reported; half-year and annual balance-sheet dates fill the Q2 and Q4 columns. The continuous series is shown in the half-year table.
Debt = long-term + current · Net debt = debt − cash · FCF = OCF − capex.

OMRON Guidance Tracking (latest per metric/period · 8/11)

NadirAlpha records 11 guidance statements of OMRON neutrally: annual and quarterly targets, direction of change and outcome as a dot with legend, with no estimate of our own. NadirAlpha methodology

Actuals: revenue in ¥m

Direction: initiatedraised Verdict: misspending

OMRON: guidance and actuals per metric and period, 11 entries. Compiled by NadirAlpha from EDINET filings.
For periodGuided onMetricGuidedActualVerdictDirectionSource
FY20302026-06-22EPS (GAAP)20%–10
FY20302026-06-22Revenue growth (YoY)7%––10
FY20302026-06-22Operating Income12%–10
FY20302026-06-22ROE10–12%–10
FY20302026-06-22ROIC8–10%–10
FY20272026-08-05Revenue880,000–11
FY20272026-08-05EBIT80,000–11
FY20272026-08-05Profit Before Tax79,000–11
FY20242024-06-21 °Revenue825,000818,7616
FY20242024-06-21 °Gross margin (GAAP)44.7%––6
FY20242024-06-21 °Operating Income49,000––6

OMRON Stock: Price & Chart

Chart and key figure trend of OMRON stock: the TradingView chart starts only on click, the key figure chart comes from the core tables up to Q1 FY2027. NadirAlpha methodology

View chart on TradingView

No embedded chart is licensed for this exchange; the chart opens on TradingView in a new tab.

Advertisement · affiliate links; we may earn a commissionAffiliate partnerships help us keep these reports free and regularly updated.

OMRON Event Timeline

NadirAlpha sorts 37 events of OMRON by quarter, most recent first, each with source number and event type, management quotes as direct quotes at the start of the quarter. NadirAlpha methodology

Overview: one dot per event · click jumps to the period
earningsrevenuemarginguidancestrategyfinancials2024-Q12024-Q22024-Q32024-Q4FY20242025-Q12025-H1FY20252026-Q12026-H1FY20262027-Q1
2027 · 8 events

earnings 2026-08-05
Q1 operating income JPY 18,857 million rose 226.0% YoY and revenue JPY 209,864 million rose 26.1% YoY, led by AI semiconductor and data center demand in the Control Devices segment 11
Guidance raised 2026-08-05
Full-year consolidated forecast for revenue, operating income, and pre-tax income revised upward 11
Operating income doubled 2026-08-05
Operating income more than doubled YoY (5,784.0 to JPY 18,857.0 million, +226%). 111
Cash flow inflection 2026-08-05
Operating cash flow reached JPY 63,969.0 million vs JPY 16,447.0 million in 2026-Q1 (×3.9). 111
Divestiture 2026-08-05
Device & Module Solutions (electronic components) business to be divested to Carlyle Group, effective October 1, 2026 11
earnings 2026-06-22
FY2026 net income reached 28,487 million yen (+75.1% year-over-year), recovering from a prior-year net loss of approximately 37,109 million yen that was driven by NEXT2025 restructuring charges and asset impairments 10
Divestiture 2026-06-22
Device & Module Solutions Business (Electronic Components Business, DMB) classified as discontinued operations; following absorption-type split on March 30, 2026, transfer to The Carlyle Group is planned for October 1, 2026 10
Strategic pivot 2026-06-22
SF 2nd Stage strategic plan launched (FY2026-FY2030), targeting GEMBA DX transformation with focused investment in eight device businesses and five data service businesses, and cumulative cash generation of 1,050 billion yen over five years 10
2026 · 7 events

Segment divergence 2026-06-22
DSB (Data Solution Business) revenue grew +19.7% to JPY 51,151.0 million in FY2026 (87% of group revenue) while group revenue changed -92.9%. 10

Revenue accelerating ◦ 2025-11-14
H1 consolidated revenue rose 5.0% year-over-year to 393,448 million yen, with Industrial Automation (Control Components Business) up 8.2% on recovering semiconductor-related demand and Electronic Components (Electronic Components Business) up 10.8% on AI-driven semiconductor demand 9
Margin compressing 2025-11-14
H1 operating profit fell 7.8% year-over-year despite revenue growth, weighed by 5,827 million yen in structural reform costs (primarily non-cash asset impairments and disposals under NEXT2025) and an 8.0% revenue decline in Healthcare (Healthcare Business) due to continued China consumer weakness 9
Divestiture 2025-11-14
Agreement signed July 4, 2025 to transfer all shares of OMRON AUTOMOTIVE ELECTRONICS ITALY S.R.L to Fair Cap; completion targeted by end of November 2025 9

Net income turned positive ◦ 2025-06-23
Full-year net income attributable to shareholders recovered to 16,271 million JPY from 8,105 million JPY in the prior year, despite 27,781 million JPY in total NEXT2025 restructuring charges and 11,725 million JPY goodwill impairment on the Data Solutions Business segment due to JMDC share price decline (8)
Free cash flow turned positive 2025-06-23
Free cash flow turned positive at approximately 7,900 million JPY, an improvement of 70,100 million JPY versus the prior year; operating cash flow rose to 55,784 million JPY from 44,875 million JPY (8)
Acquisition 2025-06-23
JMDC and 35 subsidiaries fully consolidated into the new Data Solutions Business segment following a tender offer for approximately 23.0% of JMDC voting shares; goodwill impairment of 11,725 million JPY recorded on the segment due to JMDC share price decline (8)
2025 · 7 events

Net income doubled 2025-06-23
Net income more than doubled YoY (8,105.0 to JPY 16,271.0 million, +101%). 8

Net income turned negative ◦ 2024-11-14
H1 net income attributable to shareholders swung to -3,318 million JPY from +6,080 million JPY in the prior-year period, driven by 21,366 million JPY in NEXT2025 restructuring charges for workforce optimization (7)
Revenue decelerating ◦ 2024-11-14
H1 revenue declined 6.5% YoY to 374,638 million JPY, with Industrial Automation Business down 17.1% and Device & Module Business down 16.5% on weak control device demand (7)
Strategic pivot 2024-11-14
NEXT2025 structural reform launched with 21,366 million JPY in H1 charges covering workforce and capacity optimization; Data Solutions Business established as a new reporting segment via JMDC consolidation (7)

Net income turned negative ◦ 2024-06-21
Full-year net income fell to JPY 8,105M (EPS: JPY 41.17) from JPY 73,861M (EPS: JPY 372.19) in the prior year; full-year revenue declined to JPY 818,761M from JPY 876,082M, with IAB and ECB the primary drivers of the decrease 6
Guidance initiated 2024-06-21
FY2025 guidance issued: revenue JPY 825.0B (+0.8% YoY), operating profit JPY 49.0B (+42.7% YoY) 6
Strategic pivot 2024-06-21
NEXT2025 structural reform program announced February 2024, targeting approximately 2,000 global headcount reductions with approximately JPY 28.0B in one-time costs; medium-term plan 'SF 1st Stage' withdrawn; 'SF 2nd Stage' scheduled for FY2026 to 2030 6
2024 · 15 events

Net income halved 2024-06-21
Net income more than halved YoY (73,861.0 to JPY 8,105.0 million, -89%). 6

Net income halved 2024-06-21
Net income more than halved YoY (23,344.0 to JPY 256.0 million, -99%). 6

Operating income turned negative ◦ 2024-02-14
Operating profit -63.5% YoY; net income -84.5% YoY including JPY 12.0B JMDC equity revaluation loss; IAB demand weakness and lower gross margin were primary drivers 5
Revenue decelerating ◦ 2024-02-14
Revenue -4.7% YoY as Industrial Automation Business continued to face capex demand weakness and inventory adjustment; Healthcare Business +9.3% and Social Systems Business +41.4% partially offset the decline 5
Strategic pivot 2024-02-14
JMDC and its 35 subsidiaries fully consolidated (group expanded from 117 to 156 entities); Data Solutions Business (DSB) added as fifth operating segment; CancerScan acquired at 100% on January 26, 2024 5
Cash flow inflection 2024-02-14
Operating cash flow reached JPY 6,119.0 million vs JPY 1,188.0 million in 2023-Q3 (×5.2). 5

Net income turned negative 2023-11-14
Net income fell 78.2% YoY including JPY 10.2B equity revaluation loss on JMDC shares recognized upon consolidation; operating profit -50.4% YoY on IAB demand weakness and higher manufacturing and personnel costs 4
Revenue decelerating 2023-11-14
Revenue -0.9% YoY as IAB capex demand weakness and inventory adjustment reduced sales; Electronic Components Business declined 5.8% YoY 4
Acquisition 2023-11-14
Omron acquired approximately 23.0% of JMDC shares via tender offer and consolidated JMDC as a subsidiary on October 16, 2023, reaching approximately 54.3% voting rights 4

earnings 2023-08-09
Net income +68.0% YoY to JPY 13.4B and operating profit +19.9% YoY to JPY 14.3B, supported by Healthcare Business and Social Systems Business revenue growth 3
revenue 2023-08-09
Healthcare Business revenue rose significantly YoY on blood pressure monitor demand recovery in Europe; Social Systems Business revenue rose significantly YoY on expanding renewable energy demand 3
Margin expanding 2023-08-09
Gross margin improved 0.9pp YoY driven by price optimization and cost reduction initiatives 3
revenue 2023-06-23
Full-year revenue 876,082M JPY (+14.9% YoY), record high; IAB at record 485,738M (+16.2%), SSB +22.2%, DMB +14.7%, HCB +6.9%, all four segments expanded 2
Guidance initiated 2023-06-23
FY2024 guidance issued: revenue 890B JPY, operating income 102B JPY; management projects a third consecutive year of revenue and profit growth 2
Strategic pivot 2023-06-23
FY2023 strategy defined as transformation acceleration with five priority initiatives; capital expenditure rose 31.8% to 45.0B JPY with 54.0B JPY planned for FY2024 2

OMRON Business Model

How OMRON (6645.T) makes its money, summarised from the filings up to Q1 FY2027, neutral and without forecast. NadirAlpha methodology

Omron Corporation is a Japanese industrial electronics and automation company whose revenue is generated primarily across three continuing business segments: Industrial Automation (IAB: control components, robots, and sensing systems for manufacturing), Healthcare (blood pressure monitors and connected medical devices sold B2B and B2C), and Social Systems (traffic management, energy storage, and environmental sensing infrastructure). The Device & Module Solutions segment (electronic components) is classified as a discontinued operation pending its planned divestiture to The Carlyle Group, with execution scheduled for October 1, 2026. The IAB segment is the largest revenue contributor and the primary driver of cyclical earnings, with structural exposure to global manufacturing capex cycles and, increasingly, AI-driven semiconductor fabrication and data center automation demand. Under its SF 2nd Stage strategy (FY2026-FY2030), Omron is pivoting toward GEMBA DX (the digital transformation of factory floors) by integrating its hardware device portfolio with emerging data service businesses. The Healthcare segment extends its reach through the OMRON connect health management platform, deployed in over 130 countries with more than 15 million cumulative downloads, and through the Luscii Healthtech remote diagnostics subsidiary acquired in April 2024. Omron adopted IFRS beginning with the fiscal year ending March 2027. Portfolio rationalization, including the DMB divestiture and the November 2025 auto electronics exit, reflects a strategic focus on higher-margin, data-enabled industrial and healthcare automation businesses.

OMRON Stock: Share-Price Drivers

The drivers of OMRON stock from the company's perspective: demand, prices, costs and capacity as the investor relations reports describe them. NadirAlpha methodology

Industrial Automation (IAB / control equipment) recovery
IAB is by far the largest segment at JPY 209,864 million total group revenue, with segment sales of 131,194 million yen and stated growth of 37.2% in 2027-Q1, so swings in control-equipment demand dominate group revenue and the raised guidance 11
Industrial Automation (IAB, control equipment)
Largest segment, 2027-Q1 revenue 131,194 million yen with stated growth of 37.2%; growth flagged as accelerating and group operating income reached JPY 18,857 million 11
Healthcare (HCB)
2027-Q1 segment revenue 36,432 million yen with stated growth of 16.7%; traction supported by the Intellisence AFib blood-pressure monitor rollout and the OMRON connect app across 130-plus countries 11 10
Data Solutions (DSB)
2027-Q1 segment revenue 13,065 million yen with stated growth of 22.8%, built on the JMDC acquisition and the data-solutions unit established in 2023 11 8
Social Systems (SSB)
2027-Q1 segment revenue 24,249 million yen with stated growth of -2.0%, the only segment contracting in the quarter 11
Portfolio reshaping (Device & Module Solutions divestiture)
Planned transfer of the Device & Module Solutions business to Carlyle Group effective 2026-10-01, alongside the Matsuya R&D acquisition completed 2026-06-19; reshapes future segment mix 11 10

Sector trend: Core KPIs are improving: control-equipment demand is recovering and group profitability turned up, with net income of JPY 10,635 million in 2027-Q1 and guidance raised. Healthcare and data-solutions demand is expanding while social-systems demand is broadly flat to slightly lower 11.

OMRON Revenue by Type (as of 2027-Q1 · JPY million · 7/17)

Where the revenue of OMRON comes from: segments and product types with share, growth and margin, as of Q1 FY2027, older structures remain in the expandable part. NadirAlpha methodology

OMRON: revenue by segment, as of 2027-Q1, in JPY million. Compiled by NadirAlpha from EDINET filings.
SegmentSinceRevenueGrowthMarginSource
Period 2027-Q1 (3M)
DSB (Data Solution Business)2024-Q313,06522.8%–11
IAB (Control Components Business) (industrial control devices unit)2023-Q3131,19437.2%–11
HCB (Healthcare Business)2023-Q336,43216.7%–11
SSB (Social Systems Business) (public/social infrastructure unit)2023-Q324,249-2%–11
Period FY2026 (12M)
Data Solution BusinessFY202651223%7.1%10
Period FY2026
Social Systems Solutions & Services Business––––10
Period 2026-H1 (6M)
DMB2023-Q356,625––9
Period FY2025 (12M)
Data Solution BusinessFY20253,870––8
Device & Module Solutions BusinessFY20236,75411.2%–8
Industrial Automation BusinessFY20236,05716.5%–8
Healthcare BusinessFY20235,14430.3%–8
Social Systems Solutions & Services BusinessFY20234,69315.6%–8
Period FY2024
Device & Module Solutions Business––––6
Healthcare Business––––6
Control Components Business (industrial control devices segment)––––6
Social Systems Business (public/social infrastructure segment)––––6
Electronic Components Business––––6

OMRON Products & announcements (1/19 active+recent)

What OMRON launched, had approved or announced, from the filings up to Q1 FY2027, each row with the date of first mention. NadirAlpha methodology

Status: PlannedLaunchedStable

OMRON: product announcements from the filings, 19 entries. Compiled by NadirAlpha from EDINET filings.
Product/LineSinceStatusSource
2026
SF 2nd Stage Launch (second phase of SF initiative)2026-0410
2025
Omron Software Co., Ltd. renamed to Omron Digital Co., Ltd. (subsidiary name change)2025-1010
Power Electronics Center Established (new power electronics facility)202510
Digital Twin Technology Collaboration with NVIDIA202510
Strategic Partnership with Cognizant202510
2024
G9KB-E (High-Capacity Power Relay)2024-068
NEXT2025 Structural Reform Program2024-048
Soratena Pro (Compact Weather IoT Sensor)20246
V2X System20246
Launch of Intellisense AFib Blood Pressure Monitor202410
2023
Establishment of Data Solution Business Division2023-126
Establishment of Data Solution Business Division2023-125
Establishment of Health Management Alliance2023-065
Establishment of Health Management Alliance2023-066
Omron Corporation2023-032
Generative AI Project AIZAQ20236
Data Solution Business Division20236
Women Leaders Circle20236
2016
OMRON connect Health Management App Rollout (2×)20165

OMRON Transactions & Events (17)

Transactions of OMRON since 2024: acquisitions, disposals, agreements and regulation, deliberately including smaller items; purchase prices only when the company names them. NadirAlpha methodology

Acquisitions · 10Divestitures/exits · 6older: 1 (in the table)
202420252026

Acquisitions by OMRON

OMRON: Acquisitions, 10 entries. Compiled by NadirAlpha from EDINET filings.
Transaction / stakeDateTypeSource
2026
Acquisition of Matsuya R&D Co.2026-06Completed10
Share Acquisition of Matsuya R&D via Tender Offer2026Completed10
2024
Full Subsidiarization of Luscii Healthtech B.V.2024-04Completed10
Subsidiarization of CancerScan Co.2024-01Completed6
Share Acquisition of CancerScan Co., Ltd.2024-01Completed5
CancerScan Subsidiarization2024-01Completed8
2023
Acquisition of JMDC Co.2023-09Completed8
Investment in Omron Kirin Techno Systems Co., Ltd.2023-04Completed2
Establishment of Omron Expert Engineering Co., Ltd.2023-04Completed6
Subsidiarization of Omron Kirin Techno System Co., Ltd. (inspection equipment manufacturer for beverage industry)2023Completed6

Divestitures and exits by OMRON

OMRON: Divestitures / exits, 7 entries. Compiled by NadirAlpha from EDINET filings.
Transaction / stakeDateTypeSource
2026
Transfer of Device & Module Solutions Business (Electronic Components Business)2026-10Divested10
Transfer of Device & Module Solutions Business to Carlyle Group2026-10Divested11
Absorption-Type Company Split of DMB Business2026-07Divested10
2025
Transfer of OMRON AUTOMOTIVE ELECTRONICS ITALY S.R.L. (2x)2025-07Divested10
2024
Delisting of Depositary Receipts on Frankfurt Stock Exchange2024-09Divested5
2023
Suspension of Russia Business2023-09Divested5
2022
Indefinite Suspension of Control Equipment Business and Electronic Components Business in Russia2022-08Divested2

OMRON Risks (46 since the annual report of 2026-06-22, 107 tracked in total)

NadirAlpha lists 46 active risks of OMRON from the filings, the category as a coloured dot with legend, the wording as a short summary of the filing with no assessment of our own. NadirAlpha methodology

Category: MarketRegulatoryPeopleCyberFinancialGeopoliticsCustomersSupply chainLegalTechnologyCompetition品質Macromarketing

OMRON: risk factors as reported, 46 since the last annual report, 107 tracked. Compiled by NadirAlpha from EDINET filings.
RiskCategoryLast reported
OMRON: first mention in Quarterly report (EDINET) of 2026-08-05 (2027-Q1), source 11
第２四半期以降の事業環境はSocial Systems Businessにおける競争環境が期初想定より厳しくなると見ている=
2027年３月期より国際財務報告基準（IFRS）を適用している=
OMRON: first mention in Annual report (EDINET) of 2023-06-23 (FY2023), source 2
AI需要の拡大による半導体業界の設備投資が市場を牽引する可能性がある2027-Q1
2026-08-05 11
OMRON: first mention in Annual report (EDINET) of 2026-06-22 (FY2026), source 10
大規模なシステム障害=
サイバー攻撃または個人・技術情報管理不全による情報漏洩、事業停止=
市況悪化やシステム投資効果不十分による資産貸倒・評価額下落=
米国関税引上げ、中国レアアース輸出管理強化による競争力低下=
紛争発生に伴う製品供給停止・大幅コスト増加=
海外投資規制による買収・出資審査の想定外長期化=
サプライチェーン上の人権課題発生=
自社工場の生産停止=
重要仕入先からの長期にわたる部品供給停止=
Board focus on CEO succession planning and emergency succession plans for mid-Stage roadmap execution=
ハラスメント・労働基準違反・労働安全衛生問題=
社内不正や会計基準非準拠の不適切な会計処理=
輸出規制や制裁違反=
事業撤退に伴う多額費用計上・法規制違反・訴訟=
新規事業における業法違反、許認可取得に関する不備=
関税法・移転価格税制等の法規制違反=
接待・贈答等の贈収賄に関する法規制違反=
各国データ・プライバシー規制違反=
Female managers represent 13.4% of management positions; wage gap for regular employees at 75.1%=
環境に関する新たな取引・開示規制違反・対応コスト増加=
当社グループの技術・ノウハウ流出またはブランド模倣=
特許等の侵害または不正使用に関する紛争=
事業戦略と連動した技術開発・知財活用の不足による競争力喪失=
競争法・取適法等の公正な取引に関する法規制違反=
製品セキュリティ脆弱性に対するサイバー攻撃によるネットワーク稼働停止=
大規模リコール発生、製品環境・安全・セキュリティ関連法規制違反=
配当可能額は93,760百万円で、配当支払後の純資産は3百万円を下回ることはできない=
繰越欠損金は日本では86,084百万円、海外では17,340百万円で、大部分は控除期限が到来する=
米国関税政策による影響がある=
原材料価格の高騰と物流コスト上昇の影響=
半導体等重要部品の供給逼迫拡大=
巨大地震・洪水豪雨等の自然災害による事業影響=
販促活動でのグリーンウォッシングと捉えられる不適切表示=
中東情勢の動向次第で世界経済が大きな影響を受ける可能性がある=
従業員エンゲージメント低下・労務トラブル発生=
先端技術保有人財の獲得競争激化による獲得失敗=
通常の事業活動から生じるいくつかの法的な申立ておよび訴訟を受けているが、重要な影響はない=
2026年度より国際財務報告基準（IFRS）を任意適用することによる影響=
血圧計のグローバルでの主要価格帯における競争激化=
OMRON: first mention in Annual report (EDINET) of 2025-06-23 (FY2025), source 8
JMDC社との資本業務提携にかかる契約上の規定FY2026
2026-06-22 10
EV関連分野の設備投資が停滞している状況FY2026
2026-06-22 10
OMRON: first mention in Annual report (EDINET) of 2024-06-21 (FY2024), source 6
ITインフラ等の大規模停止FY2026
2026-06-22 10
OMRON: first mention in Annual report (EDINET) of 2023-06-23 (FY2023), source 2
M&A投資先の業績悪化・想定シナジー未発揮・コンプライアンス問題FY2026
2026-06-22 10
= last mention identical with the first mention (same source)

OMRON Reported KPIs (as disclosed) (7)

Figures OMRON discloses itself in addition to the standard financials, such as order intake, recurring revenue or unit counts, as reported and with no calculation of our own. NadirAlpha methodology

Company-specific KPIs verbatim from the filings (English, as disclosed; not normalised). Balance-sheet and boilerplate items filtered.
OMRON: reported KPIs as disclosed, 7 entries. Compiled by NadirAlpha from EDINET filings.
KPIValue / changeSource
OMRON, published 2026-06-22, period FY2026
Shareholders Equity Ratio55.1%10
Female Managers Ratio Omron13.410
ROIC GuidanceApprox. 4.0%10
ROIC3.9%10
ROE GuidanceApprox. 5.5%10
ROE4.7%10
OMRON, published 2024-11-14, period 2025-H1
Equity Ratio56.67

OMRON Development

The business development of OMRON period by period up to Q1 FY2027, each text from the original report of that period, source numbers lead to the source. NadirAlpha methodology

FY2027: OMRON

In the first quarter of fiscal year 2027, Omron reported revenue of JPY 209,864 million and operating income of JPY 18,857 million, representing year-on-year increases of 26.1% and 226.0% respectively 11. Growth in the Control Devices segment was driven by AI-related semiconductor investment and secondary battery investments destined for data centers 11. The Healthcare segment's blood pressure monitor business outperformed the prior year supported by online promotional initiatives in Japan and Asia, and the Data Solutions segment expanded on a favorable business environment 11. Following this performance, Omron raised its full-year consolidated forecast for revenue, operating income, and pre-tax income 11, and announced the planned divestiture of its Device & Module Solutions (electronic components) business to Carlyle Group with an expected effective date of October 1, 2026 11.

FY2026: OMRON

Omron Corporation reported FY2026 consolidated revenue of 767,351 million yen, an increase of 7.3% year-over-year, driven by recovery in the Industrial Automation (Control Components Business) and Electronic Components (Electronic Components Business) segments on semiconductor and generative AI-related demand 10. Full-year net income attributable to shareholders reached 28,487 million yen, up 75.1% against the prior fiscal year, which had been burdened by net losses of approximately 37,109 million yen stemming from NEXT2025 restructuring charges and impairments 10. The NEXT2025 structural reform program was completed during FY2026, with the Industrial Automation (Control Components Business) segment recording revenue growth of 12.3% and operating profit growth of 18.0%, while selling, general and administrative expense ratio improved to 31.9% from 33.1% in the prior year 10. A major portfolio decision was made to classify the Device & Module Solutions Business (Electronic Components Business, DMB) as a discontinued operation, with its transfer to The Carlyle Group planned for October 1, 2026 10. Omron launched its SF 2nd Stage strategic plan covering FY2026 through FY2030, targeting transformation toward GEMBA DX with concentrated investment across eight device businesses and five data service businesses, and cumulative cash generation of 1,050 billion yen over the five-year period 10.

FY2025: OMRON

In FY2025, Omron Corporation reported revenue of 715,379 million JPY (110), declining from 818,761 million JPY in the prior year (8), as demand weakness in the Industrial Automation Business and Device & Module Business persisted throughout the year. The first half saw revenue fall 6.5% year-over-year to 374,638 million JPY, while gross margin improved from 42.9% to 45.4% (7), reflecting a mix shift and cost measures under the NEXT2025 structural reform program. Omron recognized cumulative restructuring charges of 27,781 million JPY in FY2025 under NEXT2025, targeting workforce optimization, facility consolidation, and an IAB revival plan, alongside an 11,725 million JPY goodwill impairment on the Data Solutions Business segment stemming from a decline in JMDC's share price (8). Net income attributable to shareholders recovered to 16,271 million JPY from 8,105 million JPY in the prior year (8), supported by an increase in operating cash flow to 55,784 million JPY from 44,875 million JPY and a free cash flow turn to positive at approximately 7,900 million JPY (8). The period also marked the full consolidation of JMDC and its 35 subsidiaries into the newly established Data Solutions Business reporting segment (8).

FY2024: OMRON

In FY2024 (April 2023–March 2024), Omron's consolidated revenue declined to JPY 818,761M from JPY 876,082M in the prior year, as prolonged weakness in global manufacturing capital expenditure demand weighed heavily on the Industrial Automation Business (IAB) and Electronic Components Business (ECB) throughout most of the year 6. Net income attributable to shareholders fell sharply to JPY 8,105M (EPS: JPY 41.17) from JPY 73,861M (EPS: JPY 372.19) in the prior year, with the decline amplified by equity revaluation losses totaling approximately JPY 22.0B recognized in connection with the consolidation of JMDC 5 6. Healthcare Business revenues expanded on recovery of blood pressure monitor demand in Europe, and Social Systems Business grew on renewable energy and railway infrastructure demand, partially offsetting declines in other segments 3 6. In October 2023, Omron consolidated JMDC (medical statistics data services) at approximately 54.3% ownership, established a new Data Solutions Business (DSB) operating segment in December 2023, and expanded the consolidated group from 117 to 156 subsidiaries 5 6. In February 2024, Omron announced the NEXT2025 structural reform program targeting approximately 2,000 global headcount reductions, and withdrew the medium-term plan 'SF 1st Stage,' with the successor plan 'SF 2nd Stage' scheduled for FY2026 to 2030 6.

FY2023: OMRON

In FY2023 (fiscal year ended March 2023), Omron Corp. achieved record full-year revenue of 876,082M JPY, up 14.9% year-over-year, while net income attributable to shareholders rose approximately 20.4% to 73,861M JPY 2. The IAB segment was the primary growth driver, with sales advancing 16.2% to a record 485,738M JPY and operating profit rising 12.6% to a record level; SSB posted the strongest segment revenue growth at +22.2%, DMB expanded 14.7%, and HCB grew 6.9% 2. The HCB segment saw operating profit decline 13.6% for the full year, with global inflation headwinds and retailer closures under China's zero-COVID policy compressing margins despite the revenue increase 2. Full-year operating cash flow of 53,456M JPY fell 20.7% year-over-year despite record profitability, while capital expenditure increased 31.8% to 45.0B JPY as Omron expanded production capacity in line with its mid-term investment plan 2. Management issued FY2024 guidance for revenue of 890B JPY and operating income of 102B JPY, projecting a third consecutive year of revenue and profit growth 2.

Glossary

  • Revenue: Revenue from contracts with customers, net of sales deductions, as the company itself reports it; not total output, gross revenue, GMV or order intake.
  • Op. income: The operating line of the income statement; EBIT only as a marked fallback, never pre-tax or ordinary income.
  • Net income: Net income attributable to the shareholders of the parent, after discontinued operations; not the result including minority interests, not comprehensive income.
  • EPS: Diluted earnings per share attributable to the shareholders of the parent; a printed figure always beats a calculated one, calculated values are marked.
  • FCF: Free cash flow = operating cash flow minus capital expenditure on property, plant and equipment; the company's own free cash flow figure is shown separately.
  • OCF: Cash flow from operating activities as reported; IFRS companies may show interest paid in financing cash flow, so the figure is not always comparable.
  • Cash: Cash and cash equivalents, without securities unless the company reports them as part of the position.
  • Net Debt: Net debt = financial debt excluding lease liabilities minus cash at the same reporting date; the company's own net position may differ.
  • *: derived, the formula is in the hover
  • ≈: calculated, approximation
  • ~: uncertain; the value stays visible, verdicts do not use it
  • °: repaired by a targeted query against the document, or curated with documentary evidence
  • EBIT: EBIT as a fallback: the income statement carries no operating line
  • basic: basic earnings per share as a fallback when diluted is missing

Sources: quarterly reports, annual reports and investor relations documents

All original documents NadirAlpha used for this report on OMRON stock: quarterly and annual reports, earnings releases and investor relations documents, sorted by publication, the document type is the link. Note on EDINET (Japan): direct retrieval via the EDINET API requires a free API key; alternatively all documents are freely available via the EDINET search (disclosure2.edinet-fsa.go.jp). NadirAlpha methodology

11 documents · 2023 to 2026 · EDINET (Japan)
Sources for OMRON stock: 11 original documents, 2023 to 2026. Compiled by NadirAlpha.
#Document typePublished
#1Quarterly report (EDINET)2023-02-10
#2 / #102Annual report (EDINET)2023-06-23
#3 / #103Quarterly report (EDINET)2023-08-09
#4 / #104Quarterly report (EDINET)2023-11-14
#5 / #105Quarterly report (EDINET)2024-02-14
#6 / #106Annual report (EDINET)2024-06-21
#7 / #107Half-year report (EDINET)2024-11-14
#8 / #108Annual report (EDINET)2025-06-23
#9 / #109Half-year report (EDINET)2025-11-14
#10 / #110Annual report (EDINET)2026-06-22
#11 / #111Quarterly report (EDINET)2026-08-05

OMRON Stock FAQ

Is there a management forecast (guidance) for FY2027?

Yes. Management has issued targets for FY2027, including Revenue. The guidance tracking chapter shows all targets and checks them against the actuals reported later; neutral, with no estimate of our own.

Where can I find the official investor relations documents of OMRON?

NadirAlpha links all 11 original filings used (EDINET filings) in the sources chapter: quarterly report, annual report, half-year report, each with type, publication date and a direct link; every figure in the report carries a source number.

More reports by NadirAlpha

Recently updated

Ahold Delhaize (1AD)NL0011794037Figures as of Updated Revenue decelerating · Margin compressingAdobe (ADBE)US00724F1012Figures as of Updated Acquisition · Net cash to net debtAixtron (AIXA.DE)DE000A0WMPJ6Figures as of Updated Margin expanding · Cash flow inflection

Comparable stocks: Electric Appliances from Japanese

Sony (6758.T)JP3435000009Figures as of Updated AcquisitionPARK24 (4666.T)JP3780100008Figures as of Updated Net income doubled · Strategic pivot

All reports · Japanese Stocks (3) · Technology Stocks (13)