Nikkei 225 · industrial automation · No.1 in BP monitors
Omron
A Japanese electronics maker built on two pillars: industrial-automation controls (IAB) and home healthcare led by blood pressure monitors. IAB, its top growth priority, rides sensor and controller demand from semiconductor and EV-battery plants, while healthcare holds the world No.1 spot in home BP monitors with 400 million-plus units sold.
6645.T Updated Jul 12, 2026 2 AI consumers· 1 recurring
Annual return · 2026-07-10'21-9.3%'22-9%'23-8.8%'24-22%'25-21.9%YTD+55.2%
Money in ▸반도체·2차전지 등 제조 설비 (FA 제어·센서)●segment sales ¥440소비자·약국·의료기관 (혈압계·건강기기)●Market share 39.4%제약사·보험사 (익명 의료데이터·JMDC)◐
Omron¥767.4bn
▸ Money out원자재·물류·에너지●반도체·전자부품 (MCU·센서 IC 등)◐
Financials & Segments
- Total revenue · ¥767.4bn (FY2025 continuing ops, +7.3%)
- Customer concentration · IAB is the top growth axis (semiconductor & secondary-battery capex on generative-AI demand). Components arm DMB divested in 2026 (discontinued op). No.1 in home blood pressure monitors.
- Segments · Industrial Automation IAB ~¥440bn plan · Healthcare HCB ~¥150bn plan · Social Systems SSB ~¥153bn plan · Data Solutions DSB (JMDC)
Revenue from
- 반도체·2차전지 등 제조 설비 (FA 제어·센서) High confidence· segment sales ¥440 · IAB FY2026 계획 · consolidated results materials
Supplies FA control gear — sensors, controllers, safety — to manufacturing lines, notably semiconductor and secondary-battery (EV) plants. Generative-AI-driven semiconductor and battery capex fuels demand; IAB is Omron's top-priority growth segment (FY2026 sales plan ~¥440bn).Confirms EN Omron (Official IR) Published May 13, 2026: Summary of Consolidated Financial Results for the Year Ended March 31, 2026 (U.S. GAAP)Confirms EN Omron (Official IR) Published Jul 1, 2025: Integrated Report 2025 — Industrial Automation Business (IAB) - 소비자·약국·의료기관 (혈압계·건강기기) High confidence· Market share 39.4% · 글로벌 혈압계 · market research
World No.1 in home blood pressure monitors (400M+ cumulative units, 130+ countries, ~39% global share), selling BP monitors, nebulizers and ECGs to consumers, pharmacies and clinics. FY2026 sales plan ~¥150bn.Mentions EN Omron (Official IR) Published May 13, 2026: Summary of Consolidated Financial Results for the Year Ended March 31, 2026 (U.S. GAAP)Confirms KO Omron Healthcare Korea Published Oct 1, 2025: OMRON home blood pressure monitors pass 400M cumulative unitsConfirms EN Omron Healthcare Published Sep 29, 2025: OMRON Healthcare Exceeds 400M Blood Pressure Monitors SoldConfirms EN Fortune Business Insights Published Jun 1, 2025: Blood Pressure Monitors Market Share Report — Omron leads - 제약사·보험사 (익명 의료데이터·JMDC) Medium confidence
Under Data Solutions (DSB), JMDC provides anonymized medical data from health-insurance associations and institutions plus the 'Pep Up' health platform to pharmaceutical and insurance companies; transactions keep rising.Confirms EN Omron (Official IR) Published May 13, 2026: Summary of Consolidated Financial Results for the Year Ended March 31, 2026 (U.S. GAAP)
Pays to
- 원자재·물류·에너지 High confidence
Soaring raw-material prices, higher logistics costs and US tariffs pressured gross margin (FY2025 cost drivers) — the cost axis of global production and procurement, which the Company addresses via price adjustments and more resilient supply-chain management.Confirms EN Omron (Official IR) Published May 13, 2026: Summary of Consolidated Financial Results for the Year Ended March 31, 2026 (U.S. GAAP)Mentions EN Omron (Official IR) Published May 8, 2025: Summary of Consolidated Financial Results for the Year Ended March 31, 2025 (U.S. GAAP) - 반도체·전자부품 (MCU·센서 IC 등) Medium confidence
Buys semiconductors (MCUs) and electronic components to build its PLCs, controllers and sensors — a core cost axis exposed to chip supply and raw-material inflation.Mentions EN Omron (Official IR) Published May 13, 2026: Summary of Consolidated Financial Results for the Year Ended March 31, 2026 (U.S. GAAP)Confirms EN Omron (Official IR) Published Jul 1, 2025: Integrated Report 2025 — Industrial Automation Business (IAB)
Investments
- JMDC (의료데이터 자회사 인수) High confidence
Made JMDC a consolidated subsidiary in October 2023, creating the Data Solutions segment (DSB) and extending medical/health-data synergies across industrial automation, healthcare and social-systems businesses.Confirms EN Omron (Official IR) Published May 13, 2026: Summary of Consolidated Financial Results for the Year Ended March 31, 2026 (U.S. GAAP)Confirms EN Omron (Official IR) Published May 8, 2025: Summary of Consolidated Financial Results for the Year Ended March 31, 2025 (U.S. GAAP)