OMRON Corporation 6645.T

EDINET filings · Reporting currency JPY · Quarterly reporting · Figures as of 2027-Q1 · updated 2026-09-04 · ISIN JP3197800000

Operating income doubled Net income doubled Cash flow inflection Guidance raised strategy: Divestiture strategy: Strategic pivot

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Business Model#

What the company does and how it earns its money; written AI-editorially, exclusively from the company's original reports, without any assessment of our own.

Omron Corporation is a Japanese industrial electronics and automation company whose revenue is generated primarily across three continuing business segments: Industrial Automation (IAB: control components, robots, and sensing systems for manufacturing), Healthcare (blood pressure monitors and connected medical devices sold B2B and B2C), and Social Systems (traffic management, energy storage, and environmental sensing infrastructure). The Device & Module Solutions segment (electronic components) is classified as a discontinued operation pending its planned divestiture to The Carlyle Group, with execution scheduled for October 1, 2026. The IAB segment is the largest revenue contributor and the primary driver of cyclical earnings, with structural exposure to global manufacturing capex cycles and, increasingly, AI-driven semiconductor fabrication and data center automation demand. Under its SF 2nd Stage strategy (FY2026-FY2030), Omron is pivoting toward GEMBA DX (the digital transformation of factory floors) by integrating its hardware device portfolio with emerging data service businesses. The Healthcare segment extends its reach through the OMRON connect health management platform, deployed in over 130 countries with more than 15 million cumulative downloads, and through the Luscii Healthtech remote diagnostics subsidiary acquired in April 2024. Omron adopted IFRS beginning with the fiscal year ending March 2027. Portfolio rationalization, including the DMB divestiture and the November 2025 auto electronics exit, reflects a strategic focus on higher-margin, data-enabled industrial and healthcare automation businesses.

Current Status#

Summary of the most recent reporting period: core figures, drivers and management statements; written editorially from the current original report, every figure backed by a source number.

Omron reported 2027-Q1 revenue of 209,864 million yen, a 26.1% increase year-on-year, while operating income rose 226.0% to 18,857 million yen ¹¹. Net income was 10,635 million yen with diluted EPS of 54.06 yen, and free cash flow totaled 57,343 million yen ¹¹¹. The Industrial Automation segment captured AI-driven semiconductor fabrication investment and data center secondary-battery demand, serving as the primary driver of the revenue acceleration ¹¹. Omron raised its full-year consolidated guidance for revenue, operating income, and pre-tax income, and confirmed the planned October 1, 2026 divestiture of the Device & Module Solutions business to The Carlyle Group ¹¹.

Revenue · 2027-Q1209,864¥m+26.1 % vs. 2026-Q1

Net profit · 2027-Q110,635¥m+131.1 % vs. 2026-Q1

EPS · 2027-Q154.08¥+131.4 % vs. 2026-Q1

Revenue trend

Guidance

For FY2030, the company guides EPS (GAAP) to 20% (initiated); Revenue growth (YoY) to 7%; operating_income to 12% (initiated). ¹⁰.

Profitability

Operating income was 18,857 million yen in 2027-Q1, a 226.0% increase versus the prior-year period ¹¹. Net income for the quarter was 10,635 million yen, corresponding to diluted EPS of 54.06 yen ¹¹¹. Free cash flow totaled 57,343 million yen, derived from operating cash flow of 63,969 million yen less capital expenditures of 6,626 million yen ¹¹¹.

Leverage

Net debt at the end of 2027-Q1 stood at 11,597 million yen, against a reported cash balance of 217,868 million yen ¹¹¹. The cash position substantially exceeds the net debt figure, indicating a near-net-cash balance sheet structure. A last-twelve-months EBITDA figure is not separately disclosed in the available inputs, so a Net-Debt/EBITDA ratio cannot be derived from the provided data.

Management view

Omron raised its full-year consolidated guidance for revenue, operating income, and pre-tax income following the first-quarter results, reflecting increased confidence in the fiscal year outlook ¹¹. The Industrial Automation segment is positioned around AI-driven semiconductor fabrication investment and data center secondary-battery demand as structural growth vectors for the continuing quarters ¹¹. The Healthcare segment recorded strong performance in blood pressure monitors in Japan and Asia, supported by online promotional initiatives that meaningfully exceeded the prior-year period ¹¹.

Change

The Social Systems segment recorded weakness in its energy storage business (蓄電システム), partially offset by steady performance in rail operations and management services ¹¹. The Device & Module Solutions segment is carried as a discontinued operation in this quarter's accounts, pending its planned transfer to The Carlyle Group ¹¹. No additional material write-offs or one-off charges are identified in the available 2027-Q1 source inputs.

Risks (current)

The competitive environment in the Social Systems segment is expected to become more challenging from Q2 onward than originally assumed at the start of the fiscal year ¹¹. The company adopted International Financial Reporting Standards (IFRS) beginning with the fiscal year ending March 2027, introducing accounting framework transition considerations, and contractual provisions related to the JMDC capital and business alliance represent an ongoing company-specific legal exposure ¹¹ ¹⁰. Additional company-specific risks include potential M&A underperformance or compliance failures, large-scale product recalls or safety regulation violations, cybersecurity vulnerabilities that could result in network outages, and the risk of internal fraud or non-compliant accounting practices ¹⁰.

New this reporting period

Omron confirmed the planned divestiture of its Device & Module Solutions business (electronic components) to The Carlyle Group, with execution targeted for October 1, 2026, announced alongside the 2027-Q1 results on August 5, 2026 ¹¹. This transaction represents the company's exit from the electronic components segment and is the sole M&A event cited in the available 2027-Q1 source material ¹¹. No additional acquisitions or new product launches were identified in the 2027-Q1 inputs.

Price & Chart#

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Share-Price Drivers#

Factors the company itself names as material for its business development (IR-based); reproduced neutrally, no price forecast and no assessment of our own.

Recovery in the Industrial Automation Business (IAB / Control Components Business), OMRON's largest segment
IAB generated ¥131,194m of the ¥209,864m group revenue in 2027-Q1 (~63% of the total) and grew +37.2% YoY, making it the dominant swing factor for group revenue and the accelerating-growth flag [¹¹][¹¹¹]

Industrial Automation Business (IAB / Control Components Business)
Largest segment at ¥131,194m in 2027-Q1, +37.2% YoY; supported by initiatives such as the SF 2nd Stage program, the NVIDIA digital-twin collaboration and the Cognizant partnership [¹¹][¹⁰]

Healthcare Business (HCB / Healthcare Business)
¥36,432m in 2027-Q1, +16.7% YoY; product/M&A pipeline includes Intellisense AFib blood-pressure monitors, the JMDC and CancerScan acquisitions and OMRON connect (130+ countries) [¹¹][¹⁰][⁸]

Data Solution Business (DSB / Data Solution Business)
¥13,065m in 2027-Q1, +22.8% YoY; carved out as a dedicated business unit and reported with an FY2026 margin of ~7.1% and ~23% growth [¹¹][¹⁰]

Social Systems Business (SSB / Social Systems Business)
Only segment contracting in 2027-Q1 at ¥24,249m, -2.0% YoY, against double-digit growth elsewhere [¹¹]

Portfolio restructuring and NEXT2025 program
Planned divestiture of the Device & Module Solutions (electronic components) business to Carlyle Group effective 2026-10-01, alongside the NEXT2025 structural-reform program and the Matsuya R&D acquisition [¹¹][¹⁰][⁸]

Sector trend: Group KPIs are turning up: the latest flags show accelerating growth, improving profitability and raised guidance, with 2027-Q1 revenue of ¥209,864m and operating income of ¥18,857m (~9% operating margin) [¹¹¹]. The trajectory is led by factory-automation/control-equipment demand and healthcare, while the social-systems segment lags [¹¹].

Event Timeline#

This timeline collects the material events from the original reports: guidance changes, revenue and margin signals, strategy shifts, product and M&A announcements. Events are grouped by quarter (most recent first); the grey tag before each event names the event type, the date is the publication date of the source. Management quotes open the quarter block as direct quotes. Per quarter we show the three most defining events; more can be expanded per quarter, older years are collapsed. Every event carries its source as a superscript, clickable number.

Overview: one dot per event · click jumps to the period

2027 · 9 events

2027-Q1 · Apr – Jun 2026

earnings 2026-08-05
Operating income +226.0% YoY to 18,857m JPY; Control Equipment segment captured AI-driven semiconductor investment and data center secondary battery demand, lifting revenue +26.1% ¹¹

Guidance raised 2026-08-05
Full-year consolidated forecast raised for revenue, operating income, and pre-tax profit following Q1 outperformance ¹¹

Operating income doubled 2026-08-05
Operating income more than doubled YoY (5,784.0 to 18,857.0 JPYm, +226%). ¹¹¹

Net income doubled 2026-08-05
Net income more than doubled YoY (4,601.0 to 10,635.0 JPYm, +131%). ¹¹¹

Cash flow inflection 2026-08-05
Operating cash flow reached 63,969.0 JPYm vs 16,447.0 JPYm in 2026-Q1 (×3.9). ¹¹¹

Divestiture 2026-08-05
Device & Module Solutions Business (electronic components) to be divested to Carlyle Group; execution planned for October 1, 2026 ¹¹

earnings 2026-06-22
FY2026 net income reached 28,487 million yen (+75.1% year-over-year), recovering from a prior-year net loss of approximately 37,109 million yen that was driven by NEXT2025 restructuring charges and asset impairments ¹⁰

Divestiture 2026-06-22
Device & Module Solutions Business (Electronic Components Business, DMB) classified as discontinued operations; following absorption-type split on March 30, 2026, transfer to The Carlyle Group is planned for October 1, 2026 ¹⁰

Strategic pivot 2026-06-22
SF 2nd Stage strategic plan launched (FY2026-FY2030), targeting GEMBA DX transformation with focused investment in eight device businesses and five data service businesses, and cumulative cash generation of 1,050 billion yen over five years ¹⁰

2026 · 6 events

2026-H1 · Apr – Sep 2025

Revenue accelerating ◦ 2025-11-14
H1 consolidated revenue rose 5.0% year-over-year to 393,448 million yen, with Industrial Automation (Control Components Business) up 8.2% on recovering semiconductor-related demand and Electronic Components (Electronic Components Business) up 10.8% on AI-driven semiconductor demand ⁹

Margin compressing 2025-11-14
H1 operating profit fell 7.8% year-over-year despite revenue growth, weighed by 5,827 million yen in structural reform costs (primarily non-cash asset impairments and disposals under NEXT2025) and an 8.0% revenue decline in Healthcare (Healthcare Business) due to continued China consumer weakness ⁹

Divestiture 2025-11-14
Agreement signed July 4, 2025 to transfer all shares of OMRON AUTOMOTIVE ELECTRONICS ITALY S.R.L to Fair Cap; completion targeted by end of November 2025 ⁹

2026-Q1 · Apr – Jun 2025

earnings 2025-06-23
Full-year net income attributable to shareholders recovered to 16,271 million JPY from 8,105 million JPY in the prior year, despite 27,781 million JPY in total NEXT2025 restructuring charges and 11,725 million JPY goodwill impairment on the Data Solutions Business segment due to JMDC share price decline (⁸)

Free cash flow turned positive ◦ 2025-06-23
Free cash flow turned positive at approximately 7,900 million JPY, an improvement of 70,100 million JPY versus the prior year; operating cash flow rose to 55,784 million JPY from 44,875 million JPY (⁸)

Acquisition 2025-06-23
JMDC and 35 subsidiaries fully consolidated into the new Data Solutions Business segment following a tender offer for approximately 23.0% of JMDC voting shares; goodwill impairment of 11,725 million JPY recorded on the segment due to JMDC share price decline (⁸)

2025 · 7 events

FY2025 · Apr 2024 – Mar 2025

Net income doubled 2025-06-23
Net income more than doubled YoY (8,105.0 to 16,271.0 JPYm, +101%). ¹¹¹

2025-H1 · Apr – Sep 2024

Net income turned negative ◦ 2024-11-14
H1 net income attributable to shareholders swung to -3,318 million JPY from +6,080 million JPY in the prior-year period, driven by 21,366 million JPY in NEXT2025 restructuring charges for workforce optimization (⁷)

Revenue decelerating ◦ 2024-11-14
H1 revenue declined 6.5% YoY to 374,638 million JPY, with Industrial Automation Business down 17.1% and Device & Module Business down 16.5% on weak control device demand (⁷)

Strategic pivot 2024-11-14
NEXT2025 structural reform launched with 21,366 million JPY in H1 charges covering workforce and capacity optimization; Data Solutions Business established as a new reporting segment via JMDC consolidation (⁷)

2025-Q1 · Apr – Jun 2024

Net income turned negative ◦ 2024-06-21
Full-year net income fell to JPY 8,105M (EPS: JPY 41.17) from JPY 73,861M (EPS: JPY 372.19) in the prior year; full-year revenue declined to JPY 818,761M from JPY 876,082M, with IAB and ECB the primary drivers of the decrease ⁶

Guidance initiated 2024-06-21
FY2025 guidance issued: revenue JPY 825.0B (+0.8% YoY), operating profit JPY 49.0B (+42.7% YoY) ⁶

Strategic pivot 2024-06-21
NEXT2025 structural reform program announced February 2024, targeting approximately 2,000 global headcount reductions with approximately JPY 28.0B in one-time costs; medium-term plan 'SF 1st Stage' withdrawn; 'SF 2nd Stage' scheduled for FY2026–2030 ⁶

2024 · 16 events

FY2024 · Apr 2023 – Mar 2024

Net income halved 2024-06-21
Net income more than halved YoY (73,861.0 to 8,105.0 JPYm, -89%). ⁶

2024-Q4 · Jan – Mar 2024

Net income halved 2024-06-21
Net income more than halved YoY (23,344.0 to 256.0 JPYm, -99%). ⁶

2024-Q3 · Oct – Dec 2023

Operating income turned negative ◦ 2024-02-14
Operating profit -63.5% YoY; net income -84.5% YoY including JPY 12.0B JMDC equity revaluation loss; IAB demand weakness and lower gross margin were primary drivers ⁵

Revenue decelerating 2024-02-14
Revenue -4.7% YoY as Industrial Automation Business continued to face capex demand weakness and inventory adjustment; Healthcare Business +9.3% and Social Systems Business +41.4% partially offset the decline ⁵

Strategic pivot 2024-02-14
JMDC and its 35 subsidiaries fully consolidated (group expanded from 117 to 156 entities); Data Solutions Business (DSB) added as fifth operating segment; CancerScan acquired at 100% on January 26, 2024 ⁵

Net income halved 2024-02-14
Net income more than halved YoY (22,642.0 to 1,769.0 JPYm, -92%). ⁵

Cash flow inflection 2024-02-14
Operating cash flow reached 6,119.0 JPYm vs 1,188.0 JPYm in 2023-Q3 (×5.2). ⁵

2024-Q2 · Jul – Sep 2023

Net income turned negative 2023-11-14
Net income fell 78.2% YoY including JPY 10.2B equity revaluation loss on JMDC shares recognized upon consolidation; operating profit -50.4% YoY on IAB demand weakness and higher manufacturing and personnel costs ⁴

Revenue decelerating 2023-11-14
Revenue -0.9% YoY as IAB capex demand weakness and inventory adjustment reduced sales; Electronic Components Business declined 5.8% YoY ⁴

Acquisition 2023-11-14
Omron acquired approximately 23.0% of JMDC shares via tender offer and consolidated JMDC as a subsidiary on October 16, 2023, reaching approximately 54.3% voting rights ⁴

2024-Q1 · Apr – Jun 2023

earnings 2023-08-09
Net income +68.0% YoY to JPY 13.4B and operating profit +19.9% YoY to JPY 14.3B, supported by Healthcare Business and Social Systems Business revenue growth ³

revenue 2023-08-09
Healthcare Business revenue rose significantly YoY on blood pressure monitor demand recovery in Europe; Social Systems Business revenue rose significantly YoY on expanding renewable energy demand ³

Margin expanding 2023-08-09
Gross margin improved 0.9pp YoY driven by price optimization and cost reduction initiatives ³

revenue 2023-06-23
Full-year revenue 876,082M JPY (+14.9% YoY), record high; IAB at record 485,738M (+16.2%), SSB +22.2%, DMB +14.7%, HCB +6.9% – all four segments expanded ²

Guidance initiated 2023-06-23
FY2024 guidance issued: revenue 890B JPY, operating income 102B JPY; management projects a third consecutive year of revenue and profit growth ²

Strategic pivot 2023-06-23
FY2023 strategy defined as transformation acceleration with five priority initiatives; capital expenditure rose 31.8% to 45.0B JPY with 54.0B JPY planned for FY2024 ²

Key Figures (¥m)#

The company's core financial figures in three views, one below the other: fiscal years (as reported; after restatements the table shows the most recent filing version, marked), half-years (6-month basis, H2 = second half on its own) and quarters (3-month basis, not cumulative). Each row is one period, most recent first. Values with a dotted underline are clickable and show the raw value, the exact source location, the scale evidence and the source; derived values additionally show their formula and inputs. All values are extracted automatically from the filings; errors are possible; please verify decision-relevant figures yourself by clicking through to the linked original.

All figures serve only to support your own investment decision and are not a recommendation; the company's original reports are authoritative.

Basis Metric

Revenue (¥m) · annual basis, as reported

Net income (¥m) · annual basis, as reported

EPS (¥) · annual basis, as reported

Operating cash flow (¥m) · annual basis, as reported

Revenue (¥m) · half-year basis, as reported

Net income (¥m) · half-year basis, as reported

EPS (¥) · half-year basis, as reported

Operating cash flow (¥m) · half-year basis, as reported

Revenue (¥m) · quarterly basis, as reported

Net income (¥m) · quarterly basis, as reported

EPS (¥) · quarterly basis, as reported

Operating cash flow (¥m) · quarterly basis, as reported

Cash (¥m) · annual basis, as reported

Net Debt (¥m) · annual basis, as reported

D&A (¥m) · annual basis, as reported

Cash (¥m) · half-year basis, as reported

Debt (¥m) · half-year basis, as reported

Net Debt (¥m) · half-year basis, as reported

Cash (¥m) · quarterly basis, as reported

Debt (¥m) · quarterly basis, as reported

Net Debt (¥m) · quarterly basis, as reported

Capex (¥m) · quarterly basis, as reported

Shown: the most recent fiscal years. Full history since FY2022 is on record.

Fiscal years

Amounts in ¥m · EPS in ¥ per share · as reported

Period	Calendar quarter	Revenue	Net income	EPS (¥)	OCF	Source
FY2026	Q2/2025–Q1/2026	767,351	28,487	144.8	60,919	¹⁰
FY2025	Q2/2024–Q1/2025	715,379	16,271	82.63	55,784	¹¹⁰
FY2024	Q2/2023–Q1/2024	818,761	8,105	41.17	44,875	¹⁰⁸
FY2024	Q2/2023–Q1/2024	818,761	8,105	41.17	44,875	⁵

Half-years

Amounts in ¥m · EPS in ¥ per share · as reported

Period	Calendar quarter	Published	Revenue	Net income	EPS (¥)	Cash	Net Debt	Source
2026-H2*	Q4/2025–Q1/2026	2026-06-22	373,903	19,440	98.81*	166,603	30,975	¹⁰
2026-H1	Q2–Q3/2025	2025-11-14	393,448	9,047	45.96	160,595	–	⁹
2025-H2*	Q4/2024–Q1/2025	2025-06-23	427,115	19,589	99.48*	149,023	-9,563	⁸
2025-H1	Q2–Q3/2024	2024-11-14	374,638	-3,318	-16.86	161,338	–	⁷
2024-H2*	Q4/2023–Q1/2024	2024-06-21	418,087	2,025	10.29*	143,086	-52,019	⁶
2024-H1	Q2–Q3/2023	2023-11-14	400,674	6,080	30.89	107,715	–	⁴

Quarters

Amounts in ¥m · EPS in ¥ per share · as reported

Period	Calendar quarter	Published	Revenue	Op. income	Net income	EPS (¥)	FCF	Cash	Net Debt	Source
2027-Q1*	Q2/2026	2026-08-05	209,864	18,857	10,635	54.08	57,343	217,868	11,597	¹¹¹
2026-Q2*	Q3/2025	2026-08-05	226,968	–	4,446	22.59*	–	160,595	–	¹¹
2026-Q1*	Q2/2025	2026-08-05	166,480	5,784	4,601	23.37	11,617	156,914	–	¹¹¹
2024-Q4*	Q1/2024	2024-06-21	210,776	–	256	1.30*	–	143,086	-52,019	⁶
2024-Q3*	Q4/2023	2024-02-14	207,311	–	1,769	8.98	–	129,311	–	⁵
2024-Q2*	Q3/2023	2023-11-14	197,323	–	-7,316	-37.16	–	107,715	–	⁴
2024-Q1	Q2/2023	2023-08-09	203,351	–	13,396	68.05	–	97,711	–	³

Japan abolished mandatory quarterly reports in 2024. Quarters appear as reported; half-year and annual balance-sheet dates fill the Q2 and Q4 columns. The continuous series is shown in the half-year table.

* derived: values with formula provenance (hover); Q4 = FY − 9M · H2 = FY − H1 · EPS via implied shares · net debt = financial debt − cash · FCF = OCF − |capex|.

Columns not reported in this reporting cadence are hidden: Op. income (adj.), EBITDA (adj.), EPS adj., Net Debt/EBITDA (not reported in any source for these periods).

Balance Sheet & Cash Flow (¥m)#

Point-in-time balance sheet items (e.g. cash, financial debt) and cash flow items (operating cash flow, investments/capex) per fiscal year, half-year and quarter. Balance sheet values are as of the period end, flow items cover the period. Derived values are marked and are calculated, for example, as: net debt = financial debt − cash; free cash flow = operating cash flow − capex; the click popover shows formula and inputs. All values are extracted automatically from the filings; errors are possible; please verify decision-relevant figures yourself by clicking through to the linked original.

Fiscal years

Amounts in ¥m · as reported

Period	Calendar quarter	Published	Cash	Net Debt	D&A	OCF	Source
FY2026	Q2/2025–Q1/2026	2026-06-22	166,603	30,975	5,200	60,919	¹⁰
FY2025	Q2/2024–Q1/2025	2025-06-23	149,023	-134,247	5,038	55,784	¹¹⁰
FY2024	Q2/2023–Q1/2024	2024-06-21	143,086	-88,886	5,021	44,875	¹⁰⁸

Half-years

Amounts in ¥m · as reported

Period	Calendar quarter	Published	Cash	Debt	Net Debt	D&A	OCF	Source
2026-H2	Q4/2025–Q1/2026	2026-06-22	166,603	197,578	30,975	–	32,933	¹⁰
2026-H1	Q2–Q3/2025	2025-11-14	160,595	–	–	–	27,986	⁹
2025-H2	Q4/2024–Q1/2025	2025-06-23	149,023	139,460	-9,563	–	31,939	⁸
2025-H1	Q2–Q3/2024	2024-11-14	161,338	–	–	16,800	23,845	⁷
2024-H2	Q4/2023–Q1/2024	2024-06-21	143,086	91,067	-52,019	–	19,143	⁶
2024-H1	Q2–Q3/2023	2023-11-14	107,715	–	–	13,800	25,732	⁴

Quarters

Amounts in ¥m · as reported

Period	Calendar quarter	Published	Cash	Debt	Net Debt	D&A	OCF	Capex	FCF	Source
2027-Q1	Q2/2026	2026-08-05	217,868	229,465	11,597	11,017	63,969	6,626	57,343	¹¹¹
2026-Q4	Q1/2026	2026-06-22	166,603	197,578	30,975	–	–	–	–	¹⁰
2026-Q2	Q3/2025	2026-08-05	160,595	–	–	–	11,539	18,170	–	¹¹
2026-Q1	Q2/2025	2026-08-05	156,914	–	–	11,541	16,447	4,830	11,617	¹¹¹
2025-Q4	Q1/2025	2026-08-05	149,023	139,460	-9,563	–	–	–	–	¹¹¹
2025-Q2	Q3/2024	2024-11-14	161,338	–	–	–	–	–	–	⁷
2024-Q4	Q1/2024	2024-06-21	143,086	91,067	-52,019	–	13,024	–	–	⁶
2024-Q3	Q4/2023	2024-02-14	129,311	–	–	–	6,119	–	–	⁵
2024-Q2	Q3/2023	2023-11-14	107,715	–	–	–	17,878	–	–	⁴
2024-Q1	Q2/2023	2023-08-09	97,711	–	–	–	7,854	–	–	³

Debt = long-term + current · Net debt = debt − cash · FCF = OCF − capex.

Revenue by Type (as of 2027-Q1 · JPYm · 7/17)#

Revenue split by segment or product type, exactly as the company itself reports it. The basis is stated next to each value (3, 6 or 12 months); segment totals can deviate from group revenue (reconciliation/consolidation items). If the company changes its segment structure, older structures are kept in the expandable part. Rows in grey are no longer reported separately by the company; they show the last available figures and are never extrapolated.

Segment	Since	Period	Basis	Revenue	Growth	Margin	Source
DSB (Data Solution Business)	2024-Q3	2027-Q1	3M	13,065	22.8%	–	¹¹
IAB (Control Components Business) (industrial control devices unit)	2023-Q3	2027-Q1	3M	131,194	37.2%	–	¹¹
HCB (Healthcare Business)	2023-Q3	2027-Q1	3M	36,432	16.7%	–	¹¹
SSB (Social Systems Business) (public/social infrastructure unit)	2023-Q3	2027-Q1	3M	24,249	-2%	–	¹¹
Data Solution Business	FY2026	FY2026	12M	512	23%	7.1%	¹⁰
DMB	2023-Q3	2026-H1	6M	56,625	–	–	⁹
Social Systems Solutions & Services Business	–	FY2026	–	–	–	–	¹⁰
Data Solution Business	FY2025	FY2025	12M	3,870	–	–	⁸
Device & Module Solutions Business	FY2023	FY2025	12M	6,754	11.2%	–	⁸
Industrial Automation Business	FY2023	FY2025	12M	6,057	16.5%	–	⁸
Healthcare Business	FY2023	FY2025	12M	5,144	30.3%	–	⁸
Social Systems Solutions & Services Business	FY2023	FY2025	12M	4,693	15.6%	–	⁸
Device & Module Solutions Business	–	FY2024	–	–	–	–	⁶
Healthcare Business	–	FY2024	–	–	–	–	⁶
Control Components Business (industrial control devices segment)	–	FY2024	–	–	–	–	⁶
Social Systems Business (public/social infrastructure segment)	–	FY2024	–	–	–	–	⁶
Electronic Components Business	–	FY2024	–	–	–	–	⁶

▸ More segments (older taxonomy / earlier periods) (+2)

Products & M&A (1/19 active+recent)#

Product announcements from the reports; market launches, approvals, partnerships; with first mention (date) and source. “Active/current” means: still mentioned in the most recent reports; what the company no longer mentions moves to the expandable part but is never deleted. Rows in grey are discontinued products.

Product/Line	Since	Status	Source
SF 2nd Stage Launch (second phase of SF initiative)	2026-04	Launched	¹⁰
Omron Software Co., Ltd. renamed to Omron Digital Co., Ltd. (subsidiary name change)	2025-10	Launched	¹⁰
Power Electronics Center Established (new power electronics facility)	2025	Launched	¹⁰
Digital Twin Technology Collaboration with NVIDIA	2025	Launched	¹⁰
Strategic Partnership with Cognizant	2025	Launched	¹⁰
G9KB-E (High-Capacity Power Relay)	2024-06	Launched	⁸
NEXT2025 Structural Reform Program	2024-04	Launched	⁸
Soratena Pro (Compact Weather IoT Sensor)	2024	Launched	⁶
V2X System	2024	Launched	⁶
Launch of Intellisense AFib Blood Pressure Monitor	2024	Launched	¹⁰
Establishment of Data Solution Business Division	2023-12	Launched	⁶
Establishment of Data Solution Business Division	2023-12	Launched	⁵
Establishment of Health Management Alliance	2023-06	Launched	⁵
Establishment of Health Management Alliance	2023-06	Launched	⁶
Omron Corporation	2023-03	Stable	²
Generative AI Project AIZAQ	2023	Launched	⁶
Data Solution Business Division	2023	Launched	⁶
Women Leaders Circle	2023	Launched	⁶
OMRON connect Health Management App Rollout (2×)	2016	Launched	⁵

▸ More products & M&A (older) (+4)

M&A (17)#

All recorded acquisitions (purchases) and divestitures/exits with date, short description and source; deliberately including smaller transactions that summaries often miss. Purchase prices appear only where the company itself has disclosed them. Rows in grey are cancelled transactions; the cancellation date is shown in the row.

Acquisitions · 10Divestitures/exits · 6older: 1 (in the table)

Acquisitions

Transaction / stake	Date	Type	Source
Acquisition of Matsuya R&D Co.	2026-06	Completed	¹⁰
Share Acquisition of Matsuya R&D via Tender Offer	2026	Completed	¹⁰
Full Subsidiarization of Luscii Healthtech B.V.	2024-04	Completed	¹⁰
Subsidiarization of CancerScan Co.	2024-01	Completed	⁶
Share Acquisition of CancerScan Co., Ltd.	2024-01	Completed	⁵
CancerScan Subsidiarization	2024-01	Completed	⁸
Acquisition of JMDC Co.	2023-09	Completed	⁸
Investment in Omron Kirin Techno Systems Co., Ltd.	2023-04	Completed	²
Establishment of Omron Expert Engineering Co., Ltd.	2023-04	Completed	⁶
Subsidiarization of Omron Kirin Techno System Co., Ltd. (inspection equipment manufacturer for beverage industry)	2023	Completed	⁶

Divestitures / exits

Transaction / stake	Date	Type	Source
Transfer of Device & Module Solutions Business (Electronic Components Business)	2026-10	Divested	¹⁰
Transfer of Device & Module Solutions Business to Carlyle Group	2026-10	Divested	¹¹
Absorption-Type Company Split of DMB Business	2026-07	Divested	¹⁰
Transfer of OMRON AUTOMOTIVE ELECTRONICS ITALY S.R.L. (2x)	2025-07	Divested	¹⁰
Delisting of Depositary Receipts on Frankfurt Stock Exchange	2024-09	Divested	⁵
Suspension of Russia Business	2023-09	Divested	⁵
Indefinite Suspension of Control Equipment Business and Electronic Components Business in Russia	2022-08	Divested	²

Reported KPIs (as disclosed) (7)#

Figures the company discloses itself in addition to the standard financials; order intake, recurring revenue, user or unit counts, adjusted measures. These “story KPIs” usually slip through standard databases; here they are collected as reported, with no calculation of our own. Important: the definition comes from the company itself and can differ from firm to firm; period and source are stated next to every value.

Company-specific KPIs verbatim from the filings (English, as disclosed; not normalised). Balance-sheet and boilerplate items filtered.

Date	Period	KPI	Value / change	Source
2026-06-22	FY2026	Shareholders Equity Ratio	55.1%	¹⁰
2026-06-22	FY2026	Female Managers Ratio Omron	13.4	¹⁰
2026-06-22	FY2026	ROIC Guidance	Approx. 4.0%	¹⁰
2026-06-22	FY2026	ROIC	3.9%	¹⁰
2026-06-22	FY2026	ROE Guidance	Approx. 5.5%	¹⁰
2026-06-22	FY2026	ROE	4.7%	¹⁰
2024-11-14	2025-H1	Equity Ratio	56.6	⁷

Guidance Tracking (latest per metric/period · 8/11)#

All management forecasts (guidance) and their later outcome. Types: fiscal-year targets as well as quarterly/half-year targets; per metric and period the most recent statement applies, older versions can be expanded. The status is checked automatically against the actuals reported later: open (period still running), met, beaten, missed. For ranges (“X to Y”) reaching the range counts. Logged neutrally, no estimate of our own, no assessment.

Actuals: revenue in ¥m

For period	Guided on	Metric	Guided	Actual	Verdict	Direction	Source
FY2030	2026-06-22	EPS (GAAP)	20%	–	pending	initiated	¹⁰
FY2030	2026-06-22	Revenue growth (YoY)	7%	–	pending	–	¹⁰
FY2030	2026-06-22	Operating Income	12%	–	pending	initiated	¹⁰
FY2030	2026-06-22	ROE	10–12%	–	pending	initiated	¹⁰
FY2030	2026-06-22	ROIC	8–10%	–	pending	initiated	¹⁰
FY2027	2026-08-05	Revenue	880,000	–	pending	raised	¹¹
FY2027	2026-08-05	EBIT	80,000	–	pending	raised	¹¹
FY2027	2026-08-05	Profit Before Tax	79,000	–	pending	raised	¹¹
FY2024	2024-06-21 °	Revenue	825,000	818,761	miss	raised	⁶
FY2024	2024-06-21 °	Gross margin (GAAP)	44.7%	–	–	raised	⁶
FY2024	2024-06-21 °	Operating Income	49,000	–	–	raised	⁶

Development#

A condensed summary per reporting period as running text: what changed operationally, which drivers management names, how earnings and cash flow developed. Most recent period first, grouped by year; each text is written from the original report of that period, superscript numbers lead to the source.

FY2027

In fiscal year 2027 Q1, Omron reported revenue of 209,864 million JPY, up 26.1% year-on-year, while operating income surged 226.0% to 18,857 million JPY ¹¹. The Control Equipment segment was the primary growth driver, capturing semiconductor capital expenditure tied to AI demand and secondary battery investment for data centers ¹¹. The Healthcare segment also significantly exceeded the prior year, supported by effective online promotional campaigns for blood pressure monitors in Japan and Asia ¹¹. Following the strong quarter, Omron raised its full-year consolidated forecast for revenue, operating income, and pre-tax profit ¹¹. Separately, the company announced the planned divestiture of its Device & Module Solutions Business (electronic components) to Carlyle Group, with execution targeted for October 1, 2026 ¹¹.

FY2026

Omron Corporation reported FY2026 consolidated revenue of 767,351 million yen, an increase of 7.3% year-over-year, driven by recovery in the Industrial Automation (Control Components Business) and Electronic Components (Electronic Components Business) segments on semiconductor and generative AI-related demand ¹⁰. Full-year net income attributable to shareholders reached 28,487 million yen, up 75.1% against the prior fiscal year, which had been burdened by net losses of approximately 37,109 million yen stemming from NEXT2025 restructuring charges and impairments ¹⁰. The NEXT2025 structural reform program was completed during FY2026, with the Industrial Automation (Control Components Business) segment recording revenue growth of 12.3% and operating profit growth of 18.0%, while selling, general and administrative expense ratio improved to 31.9% from 33.1% in the prior year ¹⁰. A major portfolio decision was made to classify the Device & Module Solutions Business (Electronic Components Business, DMB) as a discontinued operation, with its transfer to The Carlyle Group planned for October 1, 2026 ¹⁰. Omron launched its SF 2nd Stage strategic plan covering FY2026 through FY2030, targeting transformation toward GEMBA DX with concentrated investment across eight device businesses and five data service businesses, and cumulative cash generation of 1,050 billion yen over the five-year period ¹⁰.

FY2025

In FY2025, Omron Corporation reported revenue of 715,379 million JPY (¹¹⁰), declining from 818,761 million JPY in the prior year (⁸), as demand weakness in the Industrial Automation Business and Device & Module Business persisted throughout the year. The first half saw revenue fall 6.5% year-over-year to 374,638 million JPY, while gross margin improved from 42.9% to 45.4% (⁷), reflecting a mix shift and cost measures under the NEXT2025 structural reform program. Omron recognized cumulative restructuring charges of 27,781 million JPY in FY2025 under NEXT2025, targeting workforce optimization, facility consolidation, and an IAB revival plan, alongside an 11,725 million JPY goodwill impairment on the Data Solutions Business segment stemming from a decline in JMDC's share price (⁸). Net income attributable to shareholders recovered to 16,271 million JPY from 8,105 million JPY in the prior year (⁸), supported by an increase in operating cash flow to 55,784 million JPY from 44,875 million JPY and a free cash flow turn to positive at approximately 7,900 million JPY (⁸). The period also marked the full consolidation of JMDC and its 35 subsidiaries into the newly established Data Solutions Business reporting segment (⁸).

FY2024

In FY2024 (April 2023–March 2024), Omron's consolidated revenue declined to JPY 818,761M from JPY 876,082M in the prior year, as prolonged weakness in global manufacturing capital expenditure demand weighed heavily on the Industrial Automation Business (IAB) and Electronic Components Business (ECB) throughout most of the year ⁶. Net income attributable to shareholders fell sharply to JPY 8,105M (EPS: JPY 41.17) from JPY 73,861M (EPS: JPY 372.19) in the prior year, with the decline amplified by equity revaluation losses totaling approximately JPY 22.0B recognized in connection with the consolidation of JMDC ⁵ ⁶. Healthcare Business revenues expanded on recovery of blood pressure monitor demand in Europe, and Social Systems Business grew on renewable energy and railway infrastructure demand, partially offsetting declines in other segments ³ ⁶. In October 2023, Omron consolidated JMDC (medical statistics data services) at approximately 54.3% ownership, established a new Data Solutions Business (DSB) operating segment in December 2023, and expanded the consolidated group from 117 to 156 subsidiaries ⁵ ⁶. In February 2024, Omron announced the NEXT2025 structural reform program targeting approximately 2,000 global headcount reductions, and withdrew the medium-term plan 'SF 1st Stage,' with the successor plan 'SF 2nd Stage' scheduled for FY2026–2030 ⁶.

FY2023

In FY2023 (fiscal year ended March 2023), Omron Corp. achieved record full-year revenue of 876,082M JPY, up 14.9% year-over-year, while net income attributable to shareholders rose approximately 20.4% to 73,861M JPY ². The IAB segment was the primary growth driver, with sales advancing 16.2% to a record 485,738M JPY and operating profit rising 12.6% to a record level; SSB posted the strongest segment revenue growth at +22.2%, DMB expanded 14.7%, and HCB grew 6.9% ². The HCB segment saw operating profit decline 13.6% for the full year, with global inflation headwinds and retailer closures under China's zero-COVID policy compressing margins despite the revenue increase ². Full-year operating cash flow of 53,456M JPY fell 20.7% year-over-year despite record profitability, while capital expenditure increased 31.8% to 45.0B JPY as Omron expanded production capacity in line with its mid-term investment plan ². Management issued FY2024 guidance for revenue of 890B JPY and operating income of 102B JPY, projecting a third consecutive year of revenue and profit growth ².

Sources: official investor relations documents#

All original documents used, with type (e.g. quarterly, half-year, annual report), publication date and a direct link to the filing (EDINET/SEC/IR). Every superscript number in the report points to an entry in this list; so every figure can be traced back to its place in the original. Note on EDINET (Japan): direct retrieval via the EDINET API requires a free API key; alternatively all documents are freely available via the EDINET search (disclosure2.edinet-fsa.go.jp).

11 documents · 2023 – 2026 · EDINET (Japan)

#	Document type	Published	Link
#1	Quarterly report (EDINET)	2023-02-10	Open
#2 / #102	Annual report (EDINET)	2023-06-23	Open
#3	Quarterly report (EDINET)	2023-08-09	Open
#4	Quarterly report (EDINET)	2023-11-14	Open
#5	Quarterly report (EDINET)	2024-02-14	Open
#6 / #106	Annual report (EDINET)	2024-06-21	Open
#7 / #107	Half-year report (EDINET)	2024-11-14	Open
#8 / #108	Annual report (EDINET)	2025-06-23	Open
#9 / #109	Half-year report (EDINET)	2025-11-14	Open
#10 / #110	Annual report (EDINET)	2026-06-22	Open
#11 / #111	Quarterly report (EDINET)	2026-08-05	Open

FAQ#

Is there a management forecast (guidance) for FY2027?

Yes. Management has issued targets for FY2027, including Revenue. The guidance tracking chapter shows all targets and checks them against the actuals reported later; neutral, with no estimate of our own.

Where can I find the official investor relations documents of OMRON Corporation?

The sources chapter links all 18 original filings used (EDINET filings) with type, publication date and a direct link; every figure in the report carries a source number.