Keyence Corporation · TSE:6861
Keyence — Q2 FY2026 Earnings Presentation
17 slides from Keyence's earnings presentation, Oct 29, 2026
Slide 1: Second Quarter of FY2026 Financial Results Materials
Second Quarter of FY2026 Financial Results Materials October 29, 2026 KEYENCE CORPORATION
Slide 2: Consolidated Financial Results for FY2026 <1H>
Consolidated Financial Results for FY2026 <1H> (100 million yen) FY2025 FY2026 Y/Y 1H 1H Net sales 5,453 7,354 +34.9% Operating income 2,722 4,083 +50.0% Income before income taxes 2,850 4,243 +48.9% Net income attributable to owners of the parent 2,000 2,987 +49.4% Copyright© 2026 KEYENCE CORPORATI
Slide 3: Consolidated Financial Results for FY2026 <2Q>
Consolidated Financial Results for FY2026 <2Q> (100 million yen) FY2025 FY2026 Y/Y 2Q 2Q Net sales 2,842 3,888 +36.8% Operating income 1,429 2,212 +54.8% Income before income taxes 1,535 2,276 +48.3% Net income attributable to owners of the parent 1,078 1,595 +47.9% Copyright© 2026 KEYENCE CORPORATI
Slide 4: Consolidated Financial Results <Quarterly Results>
Consolidated Financial Results <Quarterly Results> (100 million yen) FY2025 FY2025 FY2025 FY2026 FY2026 Q/Q Y/Y 2Q 3Q 4Q 1Q 2Q Net sales 2,842 2,893 3,347 3,466 3,888 +12.2% +36.8% Gross profit 2,352 2,405 2,793 2,948 3,352 +13.7% +42.5% Gross margin 82.8% 83.1% 83.5% 85.0% 86.2% +1.2P +3.4P Selling
Slide 5: FY2026 1H by Geographical Area (Y/Y)
FY2026 1H by Geographical Area (Y/Y) FY2025 1H FY2026 1H Local Currency Local Currency Actual Actual Basis Basis Japan +4.4% - +21.4% - Overseas +6.5% +10.8% +41.8% +27.3% Americas +6.7% +13.9% +35.3% +21.8% Asia +10.8% +15.3% +56.0% +39.5% Europe & Others △1.4% △1.1% +25.0% +12.5% Copyright© 2026 K
Slide 6: FY2026 2Q by Geographical Area (Y/Y)
FY2026 2Q by Geographical Area (Y/Y) FY2025 2Q FY2026 2Q Local Currency Local Currency Actual Actual Basis Basis Japan +3.8% - +22.8% - Overseas +7.1% +10.4% +44.5% +30.5% Americas +7.5% +13.7% +38.9% +24.9% Asia +10.1% +13.5% +61.4% +45.2% Europe & Others +1.4% +0.2% +22.1% +12.1% Copyright© 2026 K
Slide 7: Sales Growth by Geographical Area (Y/Y) <Local Currency Basis>
Sales Growth by Geographical Area (Y/Y) <Local Currency Basis> FY2025 FY2025 FY2025 FY2026 FY2026 2Q 3Q 4Q 1Q 2Q Japan +3.8% +0.3% +8.6% +19.9% +22.8% Overseas +10.4% +13.3% +16.4% +24.0% +30.5% Americas +13.7% +15.0% +17.5% +18.4% +24.9% Asia +13.5% +18.9% +18.4% +33.9% +45.2% Europe & Others +0.2%
Slide 8: FY2026 2Q by Geographical Area (% of Sales)
FY2026 2Q by Geographical Area (% of Sales) FY2025 FY2026 2Q 2Q Japan 35.6% 31.9% Overseas 64.4% 68.1% Americas 36.8% 35.3% Asia 41.3% 46.1% Europe & Others 21.9% 18.5% *Composition ratio of Americas, Asia, Europe & Others is the composition ratio of overseas sales Copyright© 2026 KEYENCE CORPORATIO
Slide 9: Sales Growth by Geographical Area & Industry (Y/Y)
Sales Growth by Geographical Area & Industry (Y/Y) <Local Currency Basis> *5% increments FY2025 1H FY2025 2H FY2026 1H Japan Overseas Japan Overseas Japan Overseas Semiconductors & Liquid Crystals 0% +10% +5% +20% +45% +65% Electronics & Precision △5% +20% +10% +25% +45% +35% Automotive & Transporta
Slide 10: Overseas Sales Growth by Geographical Area & Industry (Y/Y)
Overseas Sales Growth by Geographical Area & Industry (Y/Y) <Local Currency Basis> *5% increments FY2025 1H FY2025 2H FY2026 1H Europe & Europe & Europe & Americas Asia Americas Asia Americas Asia Others Others Others Semiconductors & Liquid Crystals 0% +15% △5% +25% +20% △5% +80% +65% +20% Electron
Slide 11: Sales by Geographical Area & Industry (% Share)
Sales by Geographical Area & Industry (% Share) *5% increments FY2025 1H FY2025 2H FY2026 1H Japan Overseas Japan Overseas Japan Overseas Semiconductors & Liquid Crystals 10% 10% 10% 10% 15% 15% Electronics & Precision 15% 15% 15% 15% 15% 20% Automotive & Transportation 25% 25% 25% 25% 20% 20% Metal
Slide 12: Overseas Sales by Geographical Area & Industry (% Share)
Overseas Sales by Geographical Area & Industry (% Share) *5% increments FY2025 1H FY2025 2H FY2026 1H Europe & Europe & Europe & Americas Asia Americas Asia Americas Asia Others Others Others Semiconductors & Liquid Crystals 5% 20% 5% 5% 20% 5% 5% 25% 5% Electronics & Precision 10% 30% 10% 5% 30% 10
Slide 13: R&D Expenditure and Others
R&D Expenditure and Others (100 million yen) FY2025 FY2025 FY2025 FY2026 FY2026 2Q 3Q 4Q 1Q 2Q R&D expenditure 88 82 81 84 90 Capital expenditure 38 34 133 61 39 Depreciation & amortization 47 36 52 47 45 Copyright© 2026 KEYENCE CORPORATION. All rights reserved 13
Slide 14: Exchange Rate
Exchange Rate FY2025 FY2026 FY2025 FY2026 Average exchange rate 2Q 2Q 1H 1H USD / JPY 146 161 146 160 EUR / JPY 170 185 166 185 CNY / JPY 20.4 23.8 20.3 23.5 ＜Foreign exchange impact（FY2026-1H）＞ ＜Exchange sensitivity＞ Sales ：approximately +519 (100 million yen) Impact on operating income（FY2026） Ope
Slide 15: Strategic M&A to Accelerate Growth
Strategic M&A to Accelerate Growth Acquisition of TraceParts Company Name TraceParts S.A.S Location Parc Eco Normandie, 76430 Saint Romain, France Representative CEO Gabriel Guigue Business 1. Publishing and distributing product CAD data for component manufacturers 2. Digital marketing services that
Slide 16: Stock Split and Dividend
Stock Split and Dividend ①Stock Split 5-for-1 stock split with a record date of Friday, November 20, 2026 ②Dividend Reference: FY2022 FY2023 FY2024 FY2025 FY2026 Pre-split basis Interim dividend / share（Yen） 150 150 175 275 325 - Forecast Year-end dividend / share（Yen） 150 150 175 275 65 325 Annual
Slide 17: KEYENCE
KEYENCE