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OMRON Corporation (JP:6645)
:6645
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OMRON (6645) AI Stock Analysis

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JP:6645

OMRON

(6645)

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Neutral 67 (OpenAI - 5.2)
Rating:67Neutral
Price Target:
¥7,196.00
▲(31.34% Upside)
Action:Reiterated
Date:08/09/26
The score is driven primarily by improving financial performance supported by a strong balance sheet and a clear bullish technical trend (price above key moving averages with positive MACD). Offsetting these positives, profitability and returns remain well below prior-cycle levels and the stock’s valuation is expensive (P/E ~37.5) with only a modest dividend yield, which caps the overall rating.
Positive Factors
Diversified business model (automation, healthcare, components)
OMRON’s exposure to industrial automation, healthcare devices and electronic components creates revenue diversity across end markets. This reduces reliance on a single cyclical demand driver, supports cross-selling and steadier aggregated demand, and improves resilience over a 2–6 month horizon.
Negative Factors
Persistently low net margins
Net margins near 3.7% are well below prior-cycle levels, suggesting structural pressure from product mix, pricing or costs. Persistently compressed margins limit retained earnings and reduce the firm's capacity to reinvest, impairing sustainable profit recovery over months.
Read all positive and negative factors
Positive Factors
Negative Factors
Diversified business model (automation, healthcare, components)
OMRON’s exposure to industrial automation, healthcare devices and electronic components creates revenue diversity across end markets. This reduces reliance on a single cyclical demand driver, supports cross-selling and steadier aggregated demand, and improves resilience over a 2–6 month horizon.
Read all positive factors

OMRON (6645) vs. iShares MSCI Japan ETF (EWJ)

OMRON Business Overview & Revenue Model

Company Description
OMRON Corporation is a global enterprise operating across diverse sectors, including industrial automation, electronic and mechanical components, social infrastructure systems, and healthcare. Its Industrial Automation division offers a comprehens...
How the Company Makes Money
OMRON makes money primarily by selling products and solutions across its operating segments, with revenue recognized mainly from the sale of manufactured goods and, where applicable, accompanying services. 1) Industrial Automation / Factory Autom...

OMRON Financial Statement Overview

Summary
Financials indicate a recovery but not a full return to prior-cycle profitability. Income statement trends are improving (revenue up ~2.7% TTM; operating profitability recovering), but net margin remains low (~3.7% vs ~8% in FY2022–FY2023). Balance sheet strength is a key positive with moderate leverage (debt-to-equity ~0.29), though returns are currently weak (ROE ~3.6% TTM vs ~9–10% previously). Cash flow rebounded strongly in TTM (FCF ~63.2B) after prior volatility, but conversion has been uneven.
Income Statement
58
Neutral
Balance Sheet
74
Positive
Cash Flow
62
Positive
BreakdownTTMMar 2026Mar 2026Mar 2025Mar 2024Mar 2023
Income Statement
Total Revenue787.74B767.35B801.75B818.76B876.08B762.93B
Gross Profit365.39B351.00B357.14B346.46B393.88B346.83B
EBITDA98.07B84.23B61.77B51.25B126.08B108.46B
Net Income32.31B28.49B16.27B8.11B73.86B61.40B
Balance Sheet
Total Assets1.38T1.52T1.36T1.35T998.16B930.63B
Cash, Cash Equivalents and Short-Term Investments224.27B166.54B149.02B143.09B105.28B155.48B
Total Debt272.92B241.21B184.20B172.76B45.37B60.12B
Total Liabilities519.76B515.70B427.36B403.74B266.93B262.66B
Stockholders Equity832.08B835.88B771.88B786.69B728.47B665.23B
Cash Flow
Free Cash Flow63.19B7.81B6.79B-503.00M8.44B34.07B
Operating Cash Flow111.80B60.92B55.78B44.88B53.46B67.43B
Investing Cash Flow-84.20B-70.07B-47.89B-107.10B-55.53B-150.16B
Financing Cash Flow33.71B32.36B-4.61B85.99B-58.76B-29.60B

OMRON Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
80
Outperform
¥20.64T41.8813.44%0.77%16.95%23.91%
68
Neutral
¥409.60B16.516.28%2.86%2.28%-22.89%
68
Neutral
¥5.67T24.621.20%21.98%57.54%
67
Neutral
¥1.31T41.843.56%1.90%-2.45%-1.11%
65
Neutral
¥13.40T50.228.95%0.78%10.31%24.82%
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
59
Neutral
¥1.50T13.6712.12%1.36%12.38%94.31%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:6645
OMRON
6,874.00
3,201.03
87.15%
JP:6770
Alps Alpine Co
2,149.00
523.56
32.21%
JP:6861
Keyence
85,000.00
29,976.11
54.48%
JP:6479
MinebeaMitsumi
3,726.00
1,188.02
46.81%
JP:6981
Murata Manufacturing Co
7,302.00
4,942.01
209.41%
JP:6762
TDK Corporation
3,045.00
1,170.44
62.44%

OMRON Corporate Events

OMRON Lifts FY2026 Outlook on AI-Driven Automation Surge
Aug 5, 2026
OMRON reported a significant year-on-year increase in consolidated revenue and profit for the first quarter of fiscal 2026, largely driven by strong performance in its Industrial Automation Business, which captured rising AI-related demand and exp...
Omron Delivers Strong Q1 Earnings and Raises Full-Year Outlook
Aug 5, 2026
Omron reported a strong start to the fiscal year ending March 31, 2027, with first-quarter revenue rising 26.1% year on year to ¥209.9 billion and operating profit surging 226% to ¥18.9 billion. Profit attributable to owners of the paren...
OMRON Healthcare Completes Tender Offer for Matsuya R&D Shares
Jun 16, 2026
OMRON HEALTHCARE Co., Ltd., a subsidiary of OMRON Corporation, has successfully completed a tender offer for the shares and certain share options of Matsuya RD Co., Ltd., which is listed on the Tokyo Stock Exchange Growth Market. The offer, approv...
Omron Healthcare to Launch Tender Offer for Matsuya R&D After Securing Antitrust Approvals
May 18, 2026
Omron Healthcare, a Kyoto-based subsidiary of Omron Corporation specializing in home-use and medical health devices, health-management software and related services, is expanding its footprint in the healthcare technology space. The company levera...
Omron Launches Performance-Linked Stock Incentive Plan for Employee Shareholders
May 13, 2026
Omron Corporation will introduce a performance-linked, post-delivery stock incentive plan for members of the Omron Employee Stockholding Association starting with a performance period from April 1, 2026, to March 31, 2027. Under the plan, employee...
OMRON to Voluntarily Switch from U.S. GAAP to IFRS Reporting
May 13, 2026
OMRON Corporation’s board has resolved to voluntarily adopt International Financial Reporting Standards for its consolidated financial statements, replacing the current use of U.S. GAAP to enhance the international comparability of its finan...
Omron Flags Strong Automation-Led Growth and Higher Dividend for FY2026
May 13, 2026
Omron reported higher consolidated revenue and profit for the fourth quarter of fiscal 2025, led by strong performance in its Industrial Automation Business as customer demand recovered and AI-related applications expanded. Management expects soli...
Omron Lifts Earnings, Keeps Dividend as It Prepares Switch to IFRS
May 13, 2026
Omron reported consolidated net sales of ¥767.4 billion for the year ended March 31, 2026, up 7.3% year on year, with operating income rising 12.1% to ¥59.9 billion and net income attributable to shareholders jumping 75.1% to ¥28.5 ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 09, 2026