MinebeaMitsumi Inc.

In Minebea Mitsumi's segment results for the fiscal year ending March 2026, Precision Technologies, which has the smallest revenue share, generates about 47% of operating profit. Consolidated revenue is 1.6643 trillion yen, with Precision Technologies' revenue at 281.1 billion yen (16.9% of total), the smallest among the four segments, but its operating profit of 62.2 billion yen is the largest. Meanwhile, Semiconductors & Electronics, the largest by revenue, posted 590.2 billion yen (35.5% of total), but operating profit was only 26.6 billion yen. Precision Technologies' operating margin is 22.1%, far exceeding the 4.5% to 5.9% of other segments. For the fiscal year ending March 2027, the company forecasts revenue of 1.69 trillion yen (up 1.5% year-on-year) and operating profit of 120 billion yen (up 15.4%), but net profit is expected to decline to 87 billion yen (down 12.2%). The stock closed at 3,401 yen on August 28, with a P/E ratio of 15.7 and a P/B ratio of 1.47.

MinebeaMitsumi has revised its consolidated net profit forecast for the fiscal year ending March 2027 upward to 87 billion yen from the previous 83 billion yen. The artificial intelligence data center-related business performed well, with first-quarter revenue and operating profit reaching record highs, and net profit rising 95.6 percent year-on-year to 21.3 billion yen. The full-year operating profit forecast of 120 billion yen and revenue forecast of 1.69 trillion yen were left unchanged, while the annual dividend forecast was set at 60 yen, up 10 yen from the previous fiscal year. Additionally, the company changed its growth area designation from aircraft to aerospace, signaling a full-scale entry into the space industry.