Murata, JP3932000007

Yaskawa Electric stock heads into an important October 9 report

Published on 10/07/2026 at 00:14 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Yaskawa stock heads toward its October 9 earnings report after revenue rose 10.6 percent in Q1. Operating profit fell 19.2 percent to JPY 8.486 billion.

Murata, JP3932000007, Illustration mit AI erstellt.

Yaskawa Electric stock (ISIN JP3932000007) was last at JPY 4,936 on the Tokyo Stock Exchange on October 6, 2026 at 3:30 p.m. JST, up 0.10 percent on the session. The industrial automation group heads into its next quarterly report with first-quarter revenue growth but weaker operating profit.

October 9 results set the test

According to K N on September 26, 2026, Yaskawa is scheduled to publish its second-quarter results on October 9, 2026. The report will show whether the robotics business can recover after a difficult first quarter and whether management maintains its fiscal-year plan.

The first-quarter figures explain the tension. As K N reported on September 8, 2026, revenue reached JPY 138.982 billion, up 10.6 percent year over year, while operating profit fell 19.2 percent to JPY 8.486 billion and net income declined 21.7 percent to JPY 5.44 billion.

Demand rises while margins lag

Orders provided a stronger counterpoint than earnings. Yaskawa's first-quarter orders reached JPY 163.8 billion, a 29 percent year-over-year increase, according to InvestMoat on September 19, 2026.

The contrast is concentrated in profitability. Motion Control benefited from semiconductor and data-center demand, while robotics operating profit was pressured by the enterprise-system transition and European restructuring costs, according to InvestMoat.

Consensus leaves room for recovery

The analyst picture is constructive but spread out. Moomoo listed 16 analysts as of September 24, 2026, with 56.25 percent rated Strong Buy, 18.75 percent Buy, 18.75 percent Hold and 6.25 percent Underperform.

The same consensus placed the average 12-month price target at JPY 6,288.13, with a high of JPY 7,800 and a low of JPY 5,100. The average target lies 27.4 percent above the October 6 price, making the October 9 margin and robotics update the key test for that recovery view.

Yaskawa stock stays below yearly high

Yaskawa stock was last at JPY 4,936 on October 6, 2026, with a session change of 0.10 percent. Its 52-week range was JPY 3,548 to JPY 7,915, while market capitalization stood at JPY 1.3 trillion and volume reached 3,973,300 shares.