Mitsubishi Electric Corp.: EPS $0.506 vs $0.4012 expected; revenue $10.3B vs $9.9B
Key Facts
Q2 FY2027 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 0.5060 | 0.4012 | +26.1% | 0.3168 |
| Revenue (USD bn) | 10.3400 | 9.8500 | +5.0% | 9.4600 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 30, 2026 | Q2 FY2027 | 0.5060 | 0.4012 | +26.1% | 10.34 | 9.85 | +5.0% |
| Jul 31, 2026 | Q1 FY2027 | 0.3332 | 0.3111 | +7.1% | 9.21 | 8.62 | +6.8% |
| Apr 28, 2026 | Q4 FY2026 | 0.3367 | 0.2073 | +62.4% | 10.95 | 10.11 | +8.3% |
| Feb 3, 2026 | Q3 FY2026 | 0.3389 | 0.2752 | +23.1% | 9.08 | 8.85 | +2.7% |
| Oct 31, 2025 | Q2 FY2026 | 0.3168 | 0.2546 | +24.4% | 9.46 | 8.91 | +6.1% |
| Jul 31, 2025 | Q1 FY2026 | 0.3025 | 0.2523 | +19.9% | 9.07 | 9.08 | −0.1% |
| Apr 28, 2025 | Q4 FY2025 | 0.2441 | 0.2097 | +16.4% | 10.14 | 9.46 | +7.2% |
| Feb 2, 2025 | Q3 FY2025 | 0.3965 | 0.2723 | +45.6% | — | 9.39 | — |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures. Figures are in USD as carried for this US-traded line; the company reports in another currency.
Mitsubishi Electric Corp. results: EPS $0.506 vs $0.4012 expected; revenue $10.3B vs $9.9B. The results cover the company's Q2 FY2027. EPS came in above analysts' estimate by 26.1%; revenue above the estimate by 5.0%. Figures are in USD as carried for this US-traded line; the company reports in JPY.
Revenue was up 9.3% from $9.5 billion a year earlier (Q2 FY2026). EPS was up 59.7% from $0.3168 a year earlier. On its record, EPS topped analysts' estimates in 7 of 7 earlier comparable reports.
What the results mean
Mitsubishi Electric Corp. combines infrastructure equipment, industrial systems, building and household products, and semiconductors. This diversity makes the business mix central to interpreting the results, as demand drivers for power grids and transportation differ from those for factory automation and air conditioning.
The business is linked to customer spending on factory equipment, energy systems and buildings, alongside automotive demand for electronic equipment. Revenue growth indicates expanding overall sales, but the available material does not identify which segments drove that growth or how each business contributed to profitability.
What to watch on the earnings call: The call merits attention for management's explanation of demand across the businesses, including its links to infrastructure projects, factory spending, and building and household products. Product mix and manufacturing costs as drivers of margins also matter, along with how the company allocates spending across energy systems, automation, automotive equipment and semiconductors.
For the full analysis of Mitsubishi Electric Corp. stock — valuation, scores and financial statements — see the stock page linked with this story.