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Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
Murata Manufacturing
Murata Manufacturing (6981) investor relations material
Murata Manufacturing Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2026 earnings summary30 Apr, 2026
Executive summary
FY2025 revenue reached a record high at 1,830.9 billion yen, driven by strong capacitor and AI-related component sales for servers and data centers, offsetting declines in smartphone-related modules amid a challenging global environment and yen appreciation.
Operating profit rose 0.8% year-over-year to 281.8 billion yen, supported by higher production output and cost reductions despite price declines, one-time expenses, and impairment losses.
Battery business achieved full-year profitability, with strategic focus shifting to data center, PT/OPE, BBU, and ESS markets.
Orders and backlog increased, with a book-to-bill ratio of 1.24 in Q4 FY2025, reflecting robust demand, especially from data centers.
Growth in multilayer ceramic capacitors (MLCCs), inductors, and EMI filters offset declines in high-frequency modules and multilayer resin substrates for smartphones.
Financial highlights
Revenue: 1,830.9 billion yen (+5.0% YoY); Operating profit: 281.8 billion yen (+0.8% YoY); Profit before tax: 308.6 billion yen (+1.4% YoY); Net profit: 233.9 billion yen (+0.0% YoY).
Gross margin was 42.2%, with operating margin at 15.4% and profit before tax margin at 16.9%.
Basic earnings per share rose to 127.66 yen from 125.08 yen year-over-year.
Total assets increased 5.6% to 3,199.1 billion yen; equity ratio remained high at 85.0%.
Cash and cash equivalents at year-end: 653.7 billion yen (+28.6 billion yen YoY); cash flow from operations was 425.2 billion yen.
Outlook and guidance
FY2026 revenue projected at 1,960.0 billion yen (+7.1% YoY), with operating profit forecast at 380.0 billion yen (+34.8% YoY); net profit projected at 293.0 billion yen (+25.3%).
ROIC (post-tax) expected to rise to 12.3% from 9.7%.
Strong growth expected in data center-related demand, especially for capacitors and power modules.
Annual dividend to increase to 70 yen per share, and a share buyback up to 150 billion yen is planned.
Capital expenditures planned at 250.0 billion yen, with continued investment in MLCC capacity.
Explain SAW filter impairment and segment outlook
Impact of AI demand on FY2027 profit and capex
Strategy for 5% DOE target and share buybacks
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Latest events from Murata Manufacturing
- Revenue up, profit down on impairment; sales outlook raised, profit forecast cut.6981
Q3 20262 Feb 2026 - Upward revision to FY2025 outlook as AI server and automotive demand drive profit growth.6981Q2 202631 Oct 2025
- Profitability fell on weaker smartphone demand and yen strength, but AI server and automotive sales grew.6981Q1 202630 Jul 2025
- Aims for global No. 1 in components by 2027 through AI, sustainability, and innovation.6981Investor Presentation13 Jun 2025
- Revenue and profit grew strongly, led by components and IT demand, with robust financials.6981Q2 202513 Jun 2025
- Revenue and profit surged on strong demand and favorable currency, with positive full-year outlook.6981Q1 202513 Jun 2025
- Profit jumped, but next year's outlook is weak due to currency and smartphone headwinds.6981Q4 20256 Jun 2025
- Profit rose year-over-year, but Q3 was weaker; full-year outlook remains strong.6981Q3 20255 Jun 2025
Next Murata Manufacturing earnings date
Q1 202731 Jul, 2026
Murata Manufacturing
Next Murata Manufacturing earnings date
Q1 202731 Jul, 2026
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Amina0781App Store
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