Panasonic Group Q2 FY2026 Financial Results Key Points

Nov 13, 2025

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Panasonic Group Q2 FY2026 Financial Results Key Points

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Panasonic Group announced its financial results for the second quarter of FY2026 on October 30. This fact sheet provides an overview of the results in an easy-to-understand infographic format. For more detailed information, please refer to the full financial results and presentation.

2Q Sales & Profit Decreased. Full-year forecast revised downward. Secured Adjusted OP increase year-on-year. US tariffs impact reflected (minus 30.0 billion yen, not factored in initial FY3/26 forecast), and AOP revised downward by the same amount. Energy revised downward due to slowdown of EV market, but Connect and Industry revised upward, securing an overall year-on-year increase in AOP. Annual dividend forecast at 40 yen per share, representing a payout ratio exceeding 30 percent.
FY3/26 2Q (July–Sept.) Consolidated Results: Sales 90 percent year-on-year; 102 percent year-on-year excluding Automotive (Panasonic Automotive Systems has become an equity-method affiliate through a share transfer conducted in December 2024 and has been excluded from the scope of consolidation).
Adjusted Operating Profit, Operating Profit, and Net Profit all decreased.
FY3/26 2Q Segment Information: Lifestyle sales decreased, profit increased; Connect sales and profit increased; Industry sales and profit increased; and Energy sales increased while profit decreased.
FY3/26 Forecast: Full-year forecast revised downward. Secured Adjusted OP increase year-on-year. US tariffs impact reflected (minus 30.0 billion yen, not factored in initial FY3/26 forecast), and AOP revised downward by the same amount. Energy revised downward due to slowdown of EV market, but Connect and Industry revised upward, securing an overall year-on-year increase in AOP.
Generative AI-related businesses continue high growth and full-year forecast revised upward. Industry: Conductive polymer capacitors and multi-layer circuit board materials for generative AI servers. Energy: Energy storage systems for data centers.
From comments by Yuki Kusumi, Group CEO, during the FY3/26 2Q financial results and Group management reform briefing (October 30, 2025). About Framework Agreement on Strengthening US AI Infrastructure: ‘Our Group has signed a framework agreement with the US government. We will actively examine supplying energy storage systems, electronic devices and components, with a scale of up to $15 billion.’ About Initiatives for Businesses with Issues: ‘The TV and kitchen appliance businesses are on track to escape from being a business with issues through operational reforms.’ About FY3/27 Adjusted Operating Profit Target: ‘We will continue to enhance the resilience of each business in response to environmental changes, and establish a higher-profit structure by fully improving efficiency. With this, we can achieve 600 billion yen target.’

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Fiscal 2026 (April 1, 2025–March 31, 2026) 2nd Quarter Financial Results Link

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