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Komatsu (6301) investor relations material
Komatsu Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary29 Oct, 2025
Executive summary
Net sales for Q2 FY2025 decreased 2.6% year-on-year to JPY 982.1 billion; operating income fell 6.7% to JPY 136.7 billion, and net income dropped 8.1% to JPY 84.5 billion.
For the first half, net sales declined 3.9% year-on-year to JPY 1,891.6 billion, operating income fell 8.7% to JPY 277.1 billion, and net income decreased 12.9% to JPY 175.7 billion.
Comprehensive income surged 124.3% year-on-year, mainly due to foreign currency translation adjustments.
The company revised its FY2025 outlook upward from April but still projects a 5.3% decrease in net sales and a 23.9% drop in operating income year-on-year.
Launched a three-year Strategic Growth Plan in April 2025, focusing on innovation, profitability, and business transformation.
Financial highlights
Operating income ratio for Q2 was 13.9%, down 0.6 points year-on-year; for the first half, it was 14.6%, down 0.8 points.
Free cash flow for the first half was an inflow of JPY 33.5 billion, limited by increased inventories.
Shareholders' equity ratio declined to 54.3%, and net D/E ratio was 0.29x.
Basic EPS for the first half was JPY 191.80, down from JPY 215.93.
Cash dividends per share increased to 95 yen for the first half, up 12 yen year-on-year.
Outlook and guidance
Full-year FY2025 net sales revised upward by JPY 143 billion from April, but projected to decrease 5.3% year-on-year to JPY 3,808–3,888 billion.
Operating profit forecast revised up by JPY 22 billion, but still expected to fall 23.9% to JPY 500 billion; net income projected to decrease 27.2% to JPY 320 billion.
Cash dividend per share for FY2025 projected at 190 yen, with a projected payout ratio of 54%.
Tariff costs for FY2025 projected at JPY 90 billion (payment basis), with profit and loss impact at JPY 55 billion.
Revised exchange rate assumptions: USD1 = JPY 143.2, EUR1 = JPY 164.9, AUD1 = JPY 92.7.
Why did comprehensive income rise 124%?
Explain inventory's impact on operating cash flow.
Reconcile H1 FX impact with FY projection increase.
What drives Indonesia's demand outlook beyond FY25?
Assess FY26 tariff impact after current mitigations
What specific factors drive North America demand?
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Q3 202630 Jan, 2026
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Frequently asked questions
Komatsu Ltd. is a Japanese multinational corporation specializing in the manufacturing of construction, mining, and industrial equipment. The company produces machinery such as excavators, bulldozers, and dump trucks, as well as equipment for forestry and agriculture. Komatsu also offers solutions in automation and smart construction technology. The company serves industries including construction, mining, infrastructure, and energy. Komatsu Ltd. is headquartered in Tokyo, Japan, and its shares are listed on the TSE.
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