Logotype for Amada Co Ltd

Amada (6113) investor relations material

Amada Q3 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Amada Co Ltd
Q3 2025 earnings summary12 Feb, 2026

Executive summary

  • Sales revenue for the nine months ended December 31, 2025, reached ¥294.984 billion, a record high, up 7.3% year-over-year, driven by robust AI-related capital investment and improved backlog clearance in most regions except Europe.

  • Orders hit a record high at ¥319.658 billion, up 17.8% year-over-year, with strong demand from data center-related projects, especially in the U.S.

  • Operating profit declined 15.4% year-over-year to ¥26.506 billion, as increased tariff burdens, personnel, and depreciation expenses outweighed gains from higher selling prices and manufacturing rationalization.

  • Net income attributable to owners of parent was ¥18.186 billion, down 10.7% year-over-year.

  • Acquisitions (H&F and Via Mechanics) and expanded consolidation contributed positively to sales, profit, and orders.

Financial highlights

  • Gross profit increased slightly by 1.1% year-over-year to ¥121.368 billion, but gross margin declined from 43.7% to 41.1%.

  • SG&A expenses rose 5.8% to ¥95.4 billion.

  • Inventory volume increased 12.3% year-over-year to ¥171.5 billion, with turnover months rising to 4.7.

  • Cash and cash equivalents increased to ¥130.383 billion as of December 31, 2025, from ¥104.841 billion at March 31, 2025.

  • Basic earnings per share fell to ¥57.23 from ¥61.68 year-over-year.

Outlook and guidance

  • The business environment is expected to remain supported by AI-related investments, but risks from tariffs, exchange rates, and cost inflation persist.

  • Full-year revenue forecast for fiscal year ending March 31, 2026, is ¥440 billion, up 10.9% year-over-year, with operating profit projected at ¥46 billion (down 6.3%) and profit attributable to owners of parent at ¥32 billion (down 1.2%).

  • Dividend forecast remains unchanged at ¥62.00 per share for the full year.

  • Customer outlook in the domestic sheet metal industry is positive, with 84% reporting sales at or above last year's level and improved cost pass-through to prices.

Why did 'Other' segment profit turn negative?
How were acquisitions primarily funded?
What caused Europe sales decline?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Amada earnings date

Logotype for Amada Co Ltd
Q4 202613 May, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Amada earnings date

Logotype for Amada Co Ltd
Q4 202613 May, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Amada Co., Ltd. Amada Co., Ltd. is a manufacturing company specializing in metalworking machinery and tools. The company provides a range of solutions for industries requiring precision cutting, bending, punching, and laser technology, primarily serving the automotive, aerospace, electronics, and general manufacturing sectors. Amada’s product lineup includes equipment for sheet metal processing, metal cutting, welding, and stamping, along with software solutions that support automated and integrated manufacturing processes. In addition to machinery, the company offers maintenance, tooling, and software support to optimize production efficiency for its clients. The company is headquartered in Kanagawa, Japan, and its shares are listed on the TSE.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage