EarningsQ3 2025 Earnings Report

Nidec (NIDECN) Q3 2025 Earnings Report

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Previous Report: Q1 2026

MX:NIDECN Q3 2025 EPS Results

Actual EPS$4.76

Consensus EPS$655.51

Beat/MissMissed by -$650.74

One Year Ago EPS$4.08

MX:NIDECN Q3 2025 Revenue Results

Actual Revenue―

Expected Revenue$12.11T

Beat/Miss―

YoY Revenue Growth―

Earnings Announcement Details

QuarterQ3 2025

Date10/01/2026

TimeBefore Open

Conference CallThursday, October 1, 2026

MX:NIDECN Upcoming Earnings

Nidec's next earnings date is estimated for October 26, 2026, based on past reporting schedules.

Q3 2025 Earnings Call Audio

No earnings call audio is available for this earnings event.

Q3 2025 Earnings Slide Deck

No slide deck is available for this earnings event.

Q3 2025 Earnings Call Summary

Q3 2025

Earnings Call Date:Oct 01, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The earnings call highlighted strong performance in net sales, AI server demand, and order intake for machine tools. However, challenges such as declining operating profit before income taxes, automotive sector issues, and inventory management problems balanced the positive aspects.

Company Guidance

During the call, Nidec Corporation provided detailed guidance on several financial metrics and business developments for the third quarter of fiscal year 2024. The company reported a record high in net sales, which increased by 11.5% to JPY1.946 trillion, and achieved a record operating profit of JPY175.5 billion, marking a 5.0% rise. However, operating profit before income taxes and profit attributable to owners dropped by 4.7% and 6.7%, respectively, due to temporary depreciation effects and currency exchange rate fluctuations, resulting in a financial loss of JPY22.5 billion. The company highlighted robust demand for hard disk motors and growing demand for AI servers, while noting sluggish performance in European and American automotive sectors. Efforts to enhance cash flow management yielded an operating cash flow of JPY41.1 billion. Nidec also discussed strategic initiatives, including structural reforms in the automotive business and plans for future growth in fiscal year 2025. The guidance emphasized the importance of expanding the company's component business and strengthening its water cooling system business, with an eye on achieving a high CAGR of 20% to 30% for certain sectors.

Record High Net Sales and Operating Profit

Net sales increased by 11.5% to JPY1.946 trillion and operating profit rose by 5.0% to JPY175.5 billion, both hitting record high levels.

Strong Performance in AI Server and Data Center Markets

Demand for hard disk motors remained high, and the AI server market showed rapid growth, contributing positively to overall performance.

Successful Order Intake in Machine Tools

Order intake for machine tools increased by 1.5 times, indicating strong future sales potential.

Profitability in Traction Business

The traction business in China turned profitable in Q3, with expectations for continued profitability in Q4 and FY 2025.

MX:NIDECN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change
Oct 26, 2026	2026 (Q2)	- / -	4.077	―
Oct 01, 2026	2025 (Q3)	655.51 / 4.76	4.077	16.78% (+0.68)
Jul 28, 2026	2026 (Q1)	- / -	4.563	―
Apr 29, 2026	2025 (Q4)	2.52 / -	3.319	―
Nov 14, 2025	2025 (Q2)	5.07 / 4.08	1.957	108.30% (+2.12)
Jul 24, 2025	2025 (Q1)	4.66 / 4.56	5.619	-18.79% (-1.06)
Apr 24, 2025	2024 (Q4)	5.20 / 3.32	-2.054	261.58% (+5.37)
Jan 23, 2025	2024 (Q3)	5.35 / 5.92	3.993	48.26% (+1.93)
Oct 23, 2024	2024 (Q2)	4.42 / 1.96	4.215	-53.56% (-2.26)
Jul 23, 2024	2024 (Q1)	4.21 / 5.62	6.42	-12.48% (-0.80)

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