)
Okuma (6103) investor relations material
Okuma Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Consolidated sales reached ¥105.2 billion, up 10.5% year-over-year, driven by expanded production and strong demand from major corporations in aerospace, defense, and energy sectors.
Operating income rose 7.7% year-over-year to ¥6.1 billion, with an operating margin of 5.8%.
Orders increased 12.6% year-over-year to ¥111.8 billion, maintaining a large backlog of ¥103 billion.
Profit attributable to owners of parent rose 27.2% to ¥4.55 billion.
The business environment remained uncertain due to global economic factors, U.S. tariff policies, and inflation, but demand for machine tools and automation solutions remained firm.
Financial highlights
Net income for the first half was ¥4.55 billion, up 27.2% year-over-year.
Operating income margin for the first half was 5.8%.
Cash and cash equivalents at the end of the first half stood at ¥38.6 billion.
Capital adequacy (equity-to-asset) ratio was 75.9%.
Comprehensive income surged to ¥8.7 billion from ¥601 million in the prior year period.
Outlook and guidance
FY2025 sales forecast revised to ¥220.0 billion, with operating income projected at ¥14.0 billion and profit attributable to owners of parent at ¥10.0 billion.
Planned dividend of ¥100 per share (post-split basis).
Management plan targets sales of ¥250 billion and operating margin of 13–15% in the mid-term.
Basic earnings per share for the full year projected at ¥165.25.
Market recovery is expected to remain moderate amid global uncertainties.
Next Okuma earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)