Third Quarter of FY2025 Financial Results Materials

January 29, 2026

KEYENCE CORPORATION

Consolidated Financial Results for FY2025

(100 million yen)

Net sales

FY2024 1Q-3Q

7,752

FY2025 1Q-3Q

Y/Y

8,346

+7.7%

Operating income

3,970

4,164

+4.9%

Income before income taxes

4,103

4,436

+8.1%

Net income

attributable to owners of the parent

2,918

3,112

+6.6%

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 2

Consolidated Financial Results for FY2025

(100 million yen)

Net sales

FY2024

3Q

2,596

FY2025

3Q

Y/Y

2,893

+11.4%

Operating income

1,331

1,442

+8.4%

Income before income taxes

1,446

1,586

+9.7%

Net income

attributable to owners of the parent

1,020

1,112

+9.0%

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 3

Consolidated Financial Results

(100 million yen)

FY2024

FY2024

FY2025

FY2025

FY2025

3Q

4Q

1Q

2Q

3Q

Q/Q

Y/Y

Net sales

2,596

2,840

2,611

2,842

2,893

+1.8%

+11.4%

Gross profit

2,174

2,371

2,157

2,352

2,405

+2.3%

+10.7%

Gross margin

83.7%

83.5%

82.6%

82.8%

83.1%

+0.3P

â–³0.6P

Selling, general

& administrative expenses

843

844

864

923

963

+4.3%

+14.3%

Operating income

1,331

1,527

1,293

1,429

1,442

+0.9ï¼…

+8.4%

Operating income margin

51.3%

53.8%

49.5%

50.3%

49.8%

â–³0.5P

â–³1.5P

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 4

FY2025 1Q-3Q by Geographical Area (Y/Y)

Japan

FY2024

Actual

+8.1%

1Q-3Q

Local Currency

Base

-

FY2025

Actual

1Q-3Q

Local Currency

Base

+3.1%

-

Overseas

+10.4%

+4.0%

+10.1%

+11.7%

Americas

+13.4%

+7.0%

+10.4%

+14.3%

Asia

+11.0%

+5.2%

+14.2%

+16.5%

Europe & Others

+5.4%

â–³1.9%

+2.6%

+0.0%

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 5

FY2025 3Q by Geographical Area (Y/Y)

Japan

FY2024

Actual

+9.2%

3ï¼±

Local Currency

Base

-

FY2025

Actual

3ï¼±

Local Currency

Base

+0.3%

-

Overseas

+6.9%

+6.5%

+17.2%

+13.3%

Americas

+9.5%

+11.6%

+17.7%

+15.0%

Asia

+8.4%

+7.1%

+21.1%

+18.9%

Europe & Others

+1.1%

â–³1.2%

+10.1%

+2.2%

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 6

Sales Growth by Geographical Area

Japan

FY2024

3Q

+9.2ï¼…

FY2024

4Q

+8.5ï¼…

FY2025

1Q

+5.2ï¼…

FY2025

2Q

+3.8ï¼…

FY2025

3Q

+0.3ï¼…

Overseas

+6.5ï¼…

+7.4ï¼…

+11.4ï¼…

+10.4%

+13.3%

Americas

+11.6ï¼…

+10.7ï¼…

+14.2ï¼…

+13.7%

+15.0%

Asia

+7.1ï¼…

+14.6ï¼…

+17.1ï¼…

+13.5%

+18.9%

Europe & Others

â–³1.2ï¼…

â–³7.5ï¼…

â–³2.5ï¼…

+0.2%

+2.2%

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 7

FY2025 3Q by Geographical Area (% of Sales)

FY2024

FY2025

3Q

3Q

Japan

34.1ï¼…

30.7%

Overseas

65.9ï¼…

69.3%

Americas

36.5ï¼…

36.6%

Asia

39.0ï¼…

40.3%

Europe & Others

24.5ï¼…

23.0%

*Composition ratio of Americas, Asia, Europe & Others is the composition ratio of overseas sales

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 8

Global Market Opportunity

Europe

Market Size

3.0 x (Japan = 1)

Asia

Market Size

9.0 x (Japan = 1)

Americas

Market Size

4.2 x (Japan = 1)

Market Size Comparison (Japan = 1) KEYENCE Sales Revenue Comparison (Japan = 1)

Americas Europe Asia

4.2 x

3.0 x

9.0 x

Americas Europe Asia

0.6 x

0.4 x

0.7 x

*Market Size = our estimate based on the manufacturing value added.

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 9

R&D expenditure and Others

(100 million yen)

FY2024

FY2024

FY2025

FY2025

FY2025

3Q

4Q

1Q

2Q

3Q

R&D expenditure

69

73

78

88

82

Capital expenditures

32

38

78

38

34

Depreciation & amortization

42

33

38

47

36

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 10

Exchange Rate

Average exchange rate

FY2024

3ï¼±

FY2025

3ï¼±

FY2024 1Q-3Q

FY2025 1Q-3Q

USD / JPY 149

152

152

148

EUR / JPY 162

176

165

169

CNY / JPY 20.9

21.3

21.1

20.6

<Foreign exchange impact(FY2025-1Q-3Q)>

Sales :approximately △88 (100 million yen) Operating income :approximately △62 (100 million yen)

<Exchange sensitivity>

Impact on operating income(FY2025)

→USD :approximately 9 (100 million yen) *Per 1 yen fluctuation

→EUR :approximately 5 (100 million yen) *Per 1 yen fluctuation

→CNY :approximately 7 (100 million yen) *Per 0.1 yen fluctuation

Copyright© 2025 KEYENCE CORPORATION. All rights reserved 11

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Keyence Corporation published this content on January 30, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on January 30, 2026 at 00:35 UTC.