Daily
AI Infrastructure Daily: everything that happened across chips, memory, power, data centers and financing in a 3-minute read, every weekday. Free. Read today's →
NVDA$216.0+2.38%TSM$427.1+2.06%SK hynix₩1,275,000−0.16%Samsung Electronics₩213,000−1.16%MU$911.8+3.91%ASML$1,599.8+1.78%AVGO$330.6+2.76%LITE$834.8+10.40%COHR$224.3+7.18%ANET$178.9+3.81%GEV$858.4+5.32%ETN$374.6+2.31%VRT$200.1+2.98%CEG$253.7+0.12%VST$142.8+1.90%PWR$566.3+3.64%HD Hyundai Electric₩447,000−4.89%MP$37.91−1.03%FCX$65.21+0.04%CCJ$79.25+0.83%MSFT$530.4+1.12%META$638.8−0.60%CRWD$260.3+1.04%SMH$543.4+3.07%SPY$765.5+0.73%
Home/Stocks/6861.T
TSE · Japan · Scientific & Technical Instruments

6861.T Keyence

Machine vision and factory sensors

Downtrend Trading below its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
¥77,270
−1.42% today
1W
−5.1%
1M
0.0%
3M
+7.5%
YTD
+37.5%
1Y
+28.9%
Off 52w high
−11.5%
Next earnings (est.): 2026-10-29
Market cap¥19.01T≈ $121B
P/E (trailing)43.8Forward 42.0
EV / sales14.0×EV/EBITDA —
Revenue (TTM)¥1.25TGrowth 32.8% y/y
Margins83.7%gross · op 54.0%
Free cash flow—Cash ¥1.43T · debt ¥0
Analyst target¥97,867+26.7% upside · 15 analysts · strong buy
Riskβ 1.02Short — of float · yield 0.68%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

6861.T · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-07-28EarningsBeat / raise

    Reported EPS 573.69 vs 463.17 expected (+23.9% surprise).

  2. 7
    2026-04-24EarningsBeat / raise

    Reported EPS 552.6 vs 473.07 expected (+16.8% surprise).

  3. 6
    2026-01-29EarningsBeat / raise

    Reported EPS 458.54 vs 417.66 expected (+9.8% surprise).

  4. 5
    2025-10-29EarningsBeat / raise

    Reported EPS 444.67 vs 438.76 expected (+1.4% surprise).

  5. 4
    2025-07-29EarningsMiss / cut

    Reported EPS 379.82 vs 391.04 expected (-2.9% surprise).

  6. 3
    2025-04-25EarningsMiss / cut

    Reported EPS 440.74 vs 445.53 expected (-1.1% surprise).

  7. 2
    2025-01-30EarningsBeat / raise

    Reported EPS 420.76 vs 379.34 expected (+10.9% surprise).

  8. 1
    2024-10-29EarningsBeat / raise

    Reported EPS 396.6 vs 382.1 expected (+3.8% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-07-28463.17573.69+23.9%
2026-04-24473.07552.6+16.8%
2026-01-29417.66458.54+9.8%
2025-10-29438.76444.67+1.4%
2025-07-29391.04379.82−2.9%
2025-04-25445.53440.74−1.1%
2025-01-30379.34420.76+10.9%
2024-10-29382.1396.6+3.8%
2024-04-24422.9425.59+0.6%
2024-02-02357.9360.31+0.7%
2023-10-26387.17387.22+0.0%
2023-07-27370.66351.02−5.3%
2023-04-26409.23391.47−4.3%
2023-01-31366.79360.3−1.8%
2022-10-27360.32416.52+15.6%
2022-07-27336.54328.31−2.4%
2022-04-26326.44350.29+7.3%
2022-01-31299.42315.93+5.5%
2021-10-27289.52306.01+5.7%
2021-07-28248.76278.6+12.0%
2021-04-27266.61267.7+0.4%
2021-01-28202.5198.08−2.2%
2020-10-29301.77197.16−34.7%
2020-07-30171.93150.53−12.4%

About Keyence

Website ↗

Keyence Corporation, together with its subsidiaries, manufactures and sells electronic application equipment in Japan and internationally. The company offers photoelectric, fiber optic, laser, inductive proximity, positioning, vision, and specific solution sensors, as well as network communication units; laser profiler/3D laser snapshot sensor, laser displacement sensors, optical micrometer/laser micrometer, spectral interference displacement sensor, inductive displacement sensors, and LVDT/contact displacement sensors; machine vision products; and flow sensors/flow meters, pressure sensors, temperature sensors, and level sensors. It also provides pneumatic components; safety light curtains, laser scanners, interlock switches, and controller; microscopes/laser microscopes; optical comparator; coordinate measuring machine, 3D scanner, and 3D optical profilometers; programmable logic contr…

12,784 employees · Osaka, Japan

Robots and vehicles see through CMOS sensors and LiDAR. Dexterous manipulation still lacks good, cheap tactile sensing.

Image sensor→LiDAR→Perception→Control

What would prove us wrong. Weakens if sensor ASPs collapse without volume growth.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
6758.T
Sony Group
Image sensor leader ¥4,135.0−0.05%+13.4%+3.6%
HSAI
Hesai Group
Largest LiDAR maker by volume $13.78+4.91%−15.2%−38.5%
OUST
Ouster
Digital LiDAR for industrial and robotics $30.07+1.28%−31.2%+39.0%
CGNX
Cognex
Machine vision $57.01+2.63%−2.8%+59.1%
TDY
Teledyne Technologies
Imaging sensors and instruments $641.8+2.62%+4.5%+25.7%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.