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Mitsubishi Electric (MIELY) AI Stock Analysis

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MIELY

Mitsubishi Electric

(Other OTC:MIELY)

Select Model
Rating:71Outperform
Price Target:$68.00â–²(15.40% Upside)
Action:reiterated
Date:08/04/26

Strong financial performance with revenue growth and low leverage is the key driver, tempered by mixed technical signals showing short-term bearishness and a somewhat high valuation.

Positive Factors
Improving profitabilityMitsubishi Electric has expanded revenue while materially improving net and operating margins. This combination indicates stronger earnings quality and better operating execution, creating a more durable profit base that can support investment and resilience over the next several quarters.
Negative Factors
Moderating revenue growthRevenue growth has slowed to a low-single-digit pace, suggesting that recent earnings improvement relies more on margin expansion than accelerating demand. If this pattern persists, it may constrain operating leverage and make continued profit growth more dependent on execution.

Mitsubishi Electric (MIELY) vs. SPDR S&P 500 ETF (SPY)

-10%0%10%20%30%40%50%MIELY+4.33%SPY+11.79%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
Market Cap
$59.35B
Dividend Yield
1.12%
Average Volume (3M)
86.68K
Price to Earnings (P/E)
22.4
Beta (1Y)
0.54
Revenue Growth
6.23%
EPS Growth
24.97%
Country
US
Employees
150,386
Sector
Industrials
Sector Strength
63
Industry
Electrical Equipment & Parts

Mitsubishi Electric Business Overview & Revenue Model

Company Description

Mitsubishi Electric Corporation develops, manufactures, sells, and distributes electrical and electronic equipment in Japan, North America, rest of Asia, Europe, and internationally. It operates through Infrastructure, Industry & Mobility, Life, Busi...

Mitsubishi Electric Earnings Call Summary

Earnings Call Date:Feb 02, 2026(Q3-2025)|% Change Since:-4.66%|Next Earnings Date:Feb 02, 2027
Earnings Call SentimentPositive

The earnings call highlighted a strong quarter for Mitsubishi Electric, with record-breaking revenue and profit, improved margins, and solid performance in key segments like Infrastructure and Life. However, the Industry & Mobility and Semiconductor & Device segments faced challenges, with declines in performance. Despite these challenges, the positive aspects, including the impact of the weaker yen and increased free cash flow, suggest a generally positive outlook.

Positive Updates

Record-Breaking Revenue and Operating Profit
Both revenue and operating profit for the third quarter reached record highs, with revenue amounting to JPY 1,356.7 billion and operating profit at JPY 126.8 billion, surpassing previous records even when excluding gains from MD LOGIS share sales.

Negative Updates

Decline in Industry & Mobility Segment
This segment experienced decreases in both revenue and operating profit, primarily due to weaker demand in the FA Systems and Automotive Equipment businesses.

Company Guidance

In the third quarter of fiscal year 2025, Mitsubishi Electric reported record-high revenues of JPY 1,356.7 billion and an operating profit of JPY 126.8 billion, reflecting the impact of a weaker yen and sales growth in Infrastructure and Life segments. Excluding a JPY 24 billion gain from the sale of MD LOGIS shares, the operating margin improved by 0.6 percentage points to 7.6%. The nine-month cumulative figures also reached record highs with revenue at JPY 4.3 trillion and operating profit at JPY 303.5 billion. Despite cost increases in parts, materials, and logistics, the company managed to improve profitability through price adjustments and efficiency efforts. The full-year forecast anticipates JPY 5.4 trillion in revenue, up JPY 10 billion from previous projections, with operating profit expected to remain at JPY 400 billion. The Industry & Mobility segment faced declines, but these were offset by strong performances in other segments. Mitsubishi Electric continues to optimize inventory and enhance financial performance through strategic measures.

Mitsubishi Electric Financial Statement Overview

Summary

Strong revenue growth, improving profitability with rising margins, stable balance sheet with low leverage, and resilient cash flows with positive free cash flow recovery.

Income Statement

85Very Positive

Balance Sheet

90Very Positive

Cash Flow

80Positive
Financial statement breakdown
BreakdownTTMMar 2026Mar 2026Mar 2025Mar 2024Mar 2023
Income Statement
Total Revenue6.12T5.52T6.25T5.26T5.00T4.48T
Gross Profit2.11T1.69T2.00T1.55T1.41T1.26T
EBITDA759.36B673.09B779.32B512.47B476.19B458.86B
Net Income432.07B324.08B432.29B284.95B213.91B203.48B
Balance Sheet
Total Assets7.20T6.38T7.39T6.17T5.58T5.11T
Cash, Cash Equivalents and Short-Term Investments923.01B823.04B788.90B817.78B706.82B789.31B
Total Debt335.75B360.66B364.85B394.64B400.76B329.46B
Total Liabilities2.51T2.30T2.74T2.30T2.22T2.01T
Stockholders Equity4.54T3.95T4.50T3.74T3.24T2.98T
Cash Flow
Free Cash Flow537.16B229.83B402.74B206.47B-8.85B126.31B
Operating Cash Flow774.03B455.90B610.73B415.48B166.71B282.37B
Investing Cash Flow-426.21B-191.75B-365.28B-94.12B-148.53B-114.87B
Financing Cash Flow-302.19B-265.33B-323.10B-240.12B-119.57B-241.32B

Mitsubishi Electric Technical Analysis

Technical Analysis SentimentNegative
Last Price58.93

Price Trends

50DMA65.59Negative
100DMA68.68Negative
200DMA70.47Negative

Market Momentum

MACD-1.76Positive
RSI34.01Neutral
STOCH30.17Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For MIELY, the sentiment is Negative. The current price of 58.93 is below the 20-day moving average (MA) of 63.11, below the 50-day MA of 65.59, and below the 200-day MA of 70.47, indicating a bearish trend. The MACD of -1.76 indicates Positive momentum. The RSI at 34.01 is Neutral, neither overbought nor oversold. The STOCH value of 30.17 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for MIELY.

Mitsubishi Electric Peers Comparison

Overall Rating

UnderperformOutperform
Sector (63)

Financial Indicators

MIELY against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
AMEAME78Outperform$55.28B35.1014.55%0.55%12.66%10.33%
ETNETN77Outperform$143.70B37.5219.56%1.17%15.53%-1.21%
VRTVRT75Outperform$89.53B42.5045.50%0.11%35.27%101.24%
HUBBHUBB71Outperform$22.32B24.6923.21%1.34%15.96%5.54%
MIELYMIELY71Outperform$61.87B22.3511.51%1.12%6.23%24.97%
NVTNVT68Neutral$20.39B30.0017.35%0.67%47.96%13.45%
Sector *63Neutral$10.79B15.437.44%2.01%2.89%-14.66%

* Industrials Sector Average

Performance Comparison

0%25%50%75%MIELYAMEETNHUBBNVTVRTDec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
MIELY and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
MIELYMitsubishi Electric58.932.915.19%
AMEAmetek Inc241.1243.6222.09%
ETNEaton Corporation369.97-12.36-3.23%
HUBBHubbell Incorporated B422.44-39.53-8.56%
NVTNvent Electric125.9814.3312.83%
VRTVertiv Holdings Co232.5041.3021.60%
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 04, 2026