Murata Manufacturing stock: Outlook rises on data-center demand

Published on 11/04/2026 at 09:34 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Murata Manufacturing stock is in focus after the company raised its fiscal-year outlook on stronger data-center demand. First-half profit rose sharply.

Outlook Upgrade Sharpens Murata's Growth Case

Murata lifted its fiscal-year revenue and operating-profit forecasts after strong first-half demand from data centers and other applications.
Capacitor revenue increased 33.1% in the six months through September, while computer-related revenue advanced 61.2%.
Higher planned capital spending points to continued capacity expansion but also raises execution demands.

Murata Manufacturing, JP3914400001, Illustration mit AI erstellt.

Murata Manufacturing raised its full-year earnings outlook on Friday, October 30, 2026, after stronger demand for data-center components drove a sharp increase in first-half profit. Investing.com, citing Reuters, reported that higher production volumes and a more favorable product mix supported the upgrade.

First-Half Growth Broadens

For the six months ended September 30, revenue climbed 20.8 percent year over year to 1.09 trillion yen. Operating profit rose 48.9 percent to 245.91 billion yen, while profit attributable to owners of the parent increased 40.6 percent to 186.15 billion yen.

Capacitor revenue, including multilayer ceramic capacitors, advanced 33.1 percent to 605.58 billion yen. Murata said demand was firm across data centers, distributors and mobility applications. Revenue from computer-related applications increased 61.2 percent to 235.11 billion yen, underlining the importance of data-center and AI-related demand to the current growth cycle.

Forecasts Move Higher

Murata lifted its fiscal-year revenue forecast to 2.26 trillion yen from 2.11 trillion yen previously. The operating-profit forecast rose to 520 billion yen from 430 billion yen, while projected profit attributable to owners increased to 396 billion yen from 338 billion yen.

The company also raised its capital expenditure forecast to 270 billion yen from 255 billion yen as it invests in additional production capacity. That spending supports the response to stronger orders, but it also places greater emphasis on utilization, project execution and returns on capital as the fiscal year progresses.

Murata set its interim dividend at 35 yen per share, up from 30 yen a year earlier, and maintained its full-year dividend forecast at 70 yen. The higher earnings outlook therefore comes with a stable planned annual payout relative to the revised business expectations.

Stock Context For Investors

Murata Manufacturing stock traded at 34.24 euros on Lang & Schwarz at 09:31 CET on Wednesday, November 4, 2026.

The real-time quote of Murata Manufacturing stock gives investors a current European trading reference, while the earnings upgrade shifts attention toward whether data-center demand can support the higher production plan.