Yaskawa Electric posts record quarterly orders on AI demand, lifts profit forecast
Japanese robotics and servo-motor maker Yaskawa Electric reported on Oct. 9 that its overall order intake for the June–August 2026 quarter jumped 38% year over year to ¥185.4 billion, the fifth straight quarterly increase and a record high for any quarter, citing expanding AI and semiconductor-related demand. Motion-control orders surged 56% to ¥91.1 billion and robotics orders rose 33% to ¥776.6 billion, with orders up 60% in the Americas, 53% in Asia excluding China, 36% in Europe, 35% in China and 18% in Japan. The company raised its fiscal 2026 (March 2026–February 2027) consolidated net profit forecast to ¥47.5 billion from ¥47.0 billion, up 34.8% year over year, and its revenue target to ¥600 billion from ¥580 billion, up 10.7%. It cut its operating profit forecast to ¥57.5 billion from ¥600 billion yen-level guidance of ¥60 billion, up 21.5%, citing a core-system migration that affected production and shipments. Chairman and President Hiroshi Ogasawara said order growth exceeded expectations and that production would be accelerated from the second half through next year to improve profitability.
As one of the first major manufacturers to report earnings, Yaskawa's order figures are watched as a gauge of manufacturing capital spending linked to AI and semiconductor demand.
AI、半導體相關需求加持，日本機器人大廠安川電機（Yaskawa Electric）上季訂單額大增近四成、刷新歷史新高紀錄，安川電機上修今年度純益、營收預估。
安川電機9日於日股盤後公布財報新聞稿指出，因AI、半導體相關需求擴大，上季（6-8月）訂單額破紀錄，加上受惠日圓貶值，今年度（2026年度、2026年3月-2027年2月）合併純益目標自原先（4月）預估的470億日圓上修至475億日圓（將年增34.8%）、合併營收目標自5,800億日圓上修至6,000億日圓（將年增10.7%），不過為了強化營運基礎，進行核心系統轉換，對生產、出貨造成影響，合併營益目標自原先預估的600億日圓下修至575億日圓（將年增21.5%）。