Panasonic Group Q3 FY2026 Financial Results Key Points

Feb 20, 2026

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Panasonic Group Q3 FY2026 Financial Results Key Points

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Panasonic Group announced its financial results for the third quarter of FY2026 on February 4. 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.

3Q Sales and Profit Decreased. While Operating Profit and Net Profit decreased due to restructuring expenses, Adjusted Operating Profit increased. Full-year forecast for Sales and Adjusted Operating Profit unchanged. Operating Profit and Net Profit revised downward. Generative AI-related businesses continue on a strong growth trajectory. Full-year forecast revised upward, toward further business growth.
FY3/26 3Q (Oct.–Dec.) Consolidated Results. Sales were 96% year on year. Sales were 105% 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.
FY3/26 3Q (Oct.–Dec.) Consolidated Results. Adjusted Operating Profit increased. Operating Profit and Net Profit decreased due to restructuring expenses.
FY3/26 3Q Segment Information. Lifestyle: Sales Decreased, Profit Increased. Connect: Sales & Profit Increased. Industry: Sales & Profit Increased. Energy: Sales Increased, Profit Decreased.
FY3/26 Full-Year Consolidated Forecast. Sales and Adjusted Operating Profit unchanged. Operating Profit and Net Profit revised downward due to increased restructuring expenses.
FY3/26 Full-Year Forecast Revision Factors by Segment, versus the previous forecast (as of October 30, 2025). Lifestyle: Sales & Profit revised downward. Connect: Sales & Profit revised upward. Industry: Sales & Profit revised upward. Energy: Sales revised upward.
Generative AI-Related Businesses. Energy: Industrial / Consumer (for Data Centers). Medium-term plan: Achieve sales of 800 billion yen and over 20% ROIC (for Energy Solutions Business Division) in FY3/29. ‘Establish supply capabilities’ to respond to rapidly growing demand, and continue to ‘strengthen proposal and next-generation development capabilities.’
Generative AI-Related Businesses. Industry: Conductive polymer capacitors (Electronic devices) and Multi-layer circuit board materials (Electronic materials). Sales target: The FY3/31 target of more than 100 billion yen (announced in November 2024) is expected to be achieved solely through existing products. Expand new products into peripheral areas, including server power management fields, to drive further business growth.
‘Demand for data center energy storage systems is expanding quarter by quarter, with significant growth anticipated. Our strength lies in our strong ties with customers, making it crucial to swiftly capture demand and rapidly adjust our production systems.’ ‘In addition to structural reform effects, business improvements are also making progress, so we believe achieving the adjusted operating profit target of 600 billion yen for FY3/27 is possible.’ From comments by Akira Waniko, Group CFO, during the financial results briefing for FY3/26 3Q on February 4, 2026.
Panasonic Holdings Corporation Executive Officer Structure (Effective April 1, 2026). In their capacity as ‘Business CEOs,’ all operating company presidents will concurrently serve as Panasonic Holdings Corporation executive officers. Enhance decision-making speed, execution capability, profitability, and growth potential from a group-wide optimization perspective to increase corporate value. Newly establish the position of Solution Revenue Officer (SRO): Lead cross-domain initiatives to improve the profit structure in the Solutions Domain. Newly establish the position of Group Chief AI Officer (CAIO): Drive the accelerated utilization of AI to address customer issues and enhance internal operations; Inherit Panasonic Well’s technical assets to swiftly advance AI platform and application development. About the SRO: ‘We will establish GTM (Go-to-Market; market entry strategy) mechanisms within the Solutions Domain and drive B2B marketing strategies as a group.’ About the CAIO: ‘We are moving AI transformation into the next phase. Within the Solutions Domain, we will leverage the use and implementation of AI to deliver value-added proposals to customers.’ From comments by Tatsuo Kinoshita, Group CHRO, during the financial results briefing for FY3/26 3Q on February 4, 2026.

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Fiscal 2026 (April 1, 2025–March 31, 2026) 3rd Quarter Financial Results Link

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