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Home/Stocks/6954.T
TSE · Japan · Specialty Industrial Machinery

6954.T Fanuc

Industrial robots and CNC

Downtrend Trading below its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
¥5,639.0
+0.93% today
1W
−5.2%
1M
−5.2%
3M
−16.9%
YTD
−5.2%
1Y
+20.6%
Off 52w high
−32.3%
Next earnings (est.): 2026-10-23
Market cap¥5.17T≈ $32.95B
P/E (trailing)29.2Forward 32.3
EV / sales5.0×EV/EBITDA 18.4×
Revenue (TTM)¥893BGrowth 17.7% y/y
Margins38.4%gross · op 23.2%
Free cash flow—Cash ¥762B · debt ¥0
Analyst target¥7,278.9+29.1% upside · 18 analysts · buy
Riskβ 0.94Short — of float · yield 1.9%

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

6954.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
    2026-10-23EarningsBeat / raise

    Reported EPS 66.27 vs 53.94 expected (+22.9% surprise).

  2. 7
    2026-07-31EarningsBeat / raise

    Reported EPS 54.63 vs 52.37 expected (+4.3% surprise).

  3. 6
    2026-04-24EarningsBeat / raise

    Reported EPS 53.24 vs 46.8 expected (+13.8% surprise).

  4. 5
    2026-01-26EarningsMiss / cut

    Reported EPS 39.23 vs 45.82 expected (-14.4% surprise).

  5. 4
    2025-10-31EarningsBeat / raise

    Reported EPS 44.98 vs 39.82 expected (+12.9% surprise).

  6. 3
    2025-07-25EarningsBeat / raise

    Reported EPS 40.56 vs 35.98 expected (+12.7% surprise).

  7. 2
    2025-04-23EarningsBeat / raise

    Reported EPS 47.92 vs 40.72 expected (+17.7% surprise).

  8. 1
    2025-01-27EarningsBeat / raise

    Reported EPS 35.22 vs 34.62 expected (+1.7% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-10-2353.9466.27+22.9%
2026-07-3152.3754.63+4.3%
2026-04-2446.853.24+13.8%
2026-01-2645.8239.23−14.4%
2025-10-3139.8244.98+12.9%
2025-07-2535.9840.56+12.7%
2025-04-2340.7247.92+17.7%
2025-01-2734.6235.22+1.7%
2024-10-2534.243.71+27.8%
2024-04-2333.136.8+11.2%
2024-01-2528.6736.33+26.7%
2023-10-3030.0235.28+17.5%
2023-07-2739.7531.82−20.0%
2023-04-2537.1242.8+15.3%
2023-01-2641.8447.75+14.1%
2022-10-2647.0744.0−6.5%
2022-07-2646.0744.0−4.5%
2022-04-2540.5738.06−6.2%
2022-01-2537.5441.83+11.4%
2021-10-2643.5339.99−8.1%
2021-07-2845.5642.01−7.8%
2021-04-2636.5740.32+10.3%
2021-01-2622.1928.39+28.0%
2020-10-2811.9619.83+65.8%
2020-07-2710.679.48−11.2%

About Fanuc

Website ↗

Fanuc Corporation engages in the development, manufacture, sale, and maintenance services of products used in automated production systems in Japan, the United States, Europe, China, the rest of Asia, and internationally. It offers CNC series, robots, and robomachine products, such as, compact machining centers, electric injection molding machines, wire electrical discharge machines; and field system basic package, and AI servo monitors, as well as servo motors, lasers. The company was incorporated in 1950 and is headquartered in Yamanashi, Japan.

10,040 employees · Yamanashi, Japan

Motors and drives are the muscle of automation, and rely on rare-earth magnets that come mostly from China.

Magnets→Motor→Drive→Axis

What would prove us wrong. Weakens if ferrite or rare-earth-free motors reach parity in robots.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
6506.T
Yaskawa Electric
Servos, drives and industrial robots ¥3,980.0−1.04%−11.7%−15.2%
6503.T
Mitsubishi Electric
Factory automation and servos ¥4,696.0−1.55%−10.4%+3.6%
6594.T
Nidec
Motors and actuators ¥1,708.0+0.18%−39.5%−19.9%
300124.SZ
Shenzhen Inovance
Chinese servo and automation leader ¥55.25+3.27%+7.1%−26.2%
ROK
Rockwell Automation
Industrial automation and controls $431.6+1.29%−0.6%+12.0%

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.