EarningsQ2 2025 Earnings Report

MinebeaMitsumi (MNBEF) Q2 2025 Earnings Report

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Previous Report: Q1 2025

Next Report: Q3 2025

MNBEF Q2 2025 EPS Results

Actual EPS$0.19

Consensus EPS$0.32

Beat/MissMissed by -$0.13

One Year Ago EPS$0.25

MNBEF Q2 2025 Revenue Results

Actual Revenue$2.67B

Expected Revenue$2.55B

Beat/MissBeat by +$122.94M

YoY Revenue Growth+11.33%

Earnings Announcement Details

QuarterQ2 2025

Date11/06/2024

TimeBefore Open

Conference CallWednesday, November 6, 2024

MNBEF Upcoming Earnings

MinebeaMitsumi's next earnings date is estimated for November 6, 2026, based on past reporting schedules.

Q2 2025 Earnings Call Audio

MNBEF Q2 2025 Earnings Call

0:00 / 0:00

Q2 2025 Earnings Slide Deck

Q2 2025 Earnings Call Summary

Q2 2025

Earnings Call Date:Nov 06, 2024|

% Change Since:

Earnings Call Sentiment|Neutral

The earnings call highlighted strong growth in net sales and operating income, driven by the Precision Technologies and Semiconductors and Electronics segments. However, challenges such as a decrease in profit attributable to owners, a weak semiconductor market, and underperformance in certain product lines were noted.

Company Guidance

During MinebeaMitsumi's earnings call for Q2 2025, the company reported a 11.3% year-on-year and 18.9% quarter-on-quarter increase in consolidated net sales, reaching JPY 422.73 billion. Operating income saw a significant rise of 29.4% year-on-year and 40.6% quarter-on-quarter, totaling JPY 28.146 billion. Despite these gains, profit attributable to owners was down 26.1% year-on-year, coming in at JPY 12.112 billion. The operating margin for the quarter improved to 6.7%, up 1.0 percentage point from the previous year. Although foreign exchange rates favorably impacted net sales and operating income by JPY 2.3 billion and JPY 0.2 billion quarter-on-quarter, respectively, the company maintained its sales and operating income forecasts for the fiscal year ending March 2025. The Precision Technologies segment saw a 3.6% quarter-on-quarter increase in net sales, while the Motors segment reported a 7.3% rise. In contrast, the Semiconductors and Electronics segment experienced a substantial 51.7% quarter-on-quarter increase, mainly due to gains in optical devices and semiconductors. Inventory at the end of Q2 decreased by JPY 23.8 billion from the previous quarter, totaling JPY 335.8 billion. The company also highlighted its strategic focus on expanding its integrated product offerings and enhancing its competitiveness in the semiconductor market amidst challenges from Chinese competitors.

Record-Breaking Net Sales and Operating Income

Consolidated net sales for Q2 2025 reached a record high of JPY 422.73 billion, up 11.3% year-on-year and 18.9% quarter-on-quarter. Operating income also hit a record high for the second quarter at JPY 28.146 billion, up 29.4% year-on-year and 40.6% quarter-on-quarter.

Precision Technologies Segment Growth

Sales of ball bearings increased 3.7% quarter-on-quarter to JPY 44 billion, with a monthly external shipment volume up 8.8% quarter-on-quarter. Operating income for the segment rose 12.8% quarter-on-quarter, with a margin increase of 1.8 percentage points.

Semiconductors and Electronics Segment Surge

Net sales increased 51.7% quarter-on-quarter to JPY 168.7 billion, with operating income rising 96.7% quarter-on-quarter. This was due to increased sales of optical devices and semiconductors.

MNBEF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change
Nov 06, 2026	2027 (Q2)	0.36 / -	0.279	―
Aug 05, 2026	2027 (Q1)	0.30 / 0.34	0.171	95.54% (+0.16)
May 12, 2026	2026 (Q4)	0.37 / 0.78	0.249	214.26% (+0.53)
Feb 05, 2026	2026 (Q3)	0.36 / 0.33	0.277	18.30% (+0.05)
Nov 06, 2025	2026 (Q2)	0.34 / 0.28	0.19	46.87% (+0.09)
Aug 05, 2025	2026 (Q1)	0.19 / 0.17	0.218	-21.30% (-0.05)
May 09, 2025	2025 (Q4)	0.29 / 0.25	0.269	-7.45% (-0.02)
Feb 05, 2025	2025 (Q3)	0.31 / 0.28	0.231	19.88% (+0.05)
Nov 06, 2024	2025 (Q2)	0.32 / 0.19	0.247	-23.27% (-0.06)
Aug 02, 2024	2025 (Q1)	0.24 / 0.22	0.057	284.60% (+0.16)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed