Kawasaki Heavy, JP3224200000

Kawasaki Heavy stock gets new 2030 revenue target

Published on 10/08/2026 at 02:46 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Kawasaki Heavy stock fell 2.97 percent on October 8, 2026, as its 2030 plan set revenue above JPY 3.3 trillion. Defense revenue targets also rose.

Kawasaki Heavy, JP3224200000, Illustration mit AI erstellt.

Kawasaki Heavy stock fell 2.97 percent on October 8, 2026, while its market capitalization stood at JPY 2.0 trillion. The industrial group had presented a new 2030 strategy two days earlier, giving investors a longer-term growth framework.

2030 targets move higher

According to JapanIR on October 6, 2026, Kawasaki Heavy is targeting revenue above JPY 3.3 trillion and segment profit above JPY 330 billion in fiscal 2030. The plan centers on defense, energy, aerospace, semiconductor robots, hydrogen and physical AI.

The defense business provides the clearest numerical change. As Yahoo Japan reported on October 6, 2026, the FY2030 defense revenue outlook was raised from JPY 500 billion-700 billion to JPY 700 billion-800 billion. Kawasaki Heavy also aims for defense revenue above JPY 1 trillion in the mid-2030s.

Quarterly growth supports plan

The strategy follows a stronger first quarter. Kawasaki Heavy reported revenue of JPY 543.576 billion for the quarter ended June 30, 2026, up from JPY 488.44 billion a year earlier, while net profit rose to JPY 15.66 billion from JPY 4.24 billion, according to Business Insider on September 16, 2026.

The full-year FY2026 revenue forecast is JPY 2.56 trillion, while business profit is forecast at JPY 180 billion. That outlook makes execution in robotics, energy and defense more important than the headline 2030 ambition alone.

Analysts see further upside

Consensus data published by Investing.com show a Buy rating from 14 analysts, with nine Buys and five Holds. The average 12-month target is JPY 3,614.29, with a high of JPY 4,900 and a low of JPY 2,500; the average target lies 57.0 percent above the October 8 price.

Stock trades below yearly high

Kawasaki Heavy was last at JPY 2,302 on the Tokyo Stock Exchange on October 8, 2026, at 9:30 a.m. JST. The session range was JPY 2,292.50 to JPY 2,348, and the 52-week range was JPY 1,878 to JPY 3,766.