OMRON Corporation
Cite as: Japan IR Index, OMRON Corporation (6645), methodology GNT-BDS v1.1.1, reviewed 2026-10-12.
Findings and sources as of the review date shown. The company’s English disclosure may have changed since.
Where to start
Chosen from this company's lowest answers, easiest first. A quick fix uses material the company already has; a translation fix is usually met by translating a Japanese document (our note says whether this company has one). Questions that need a budget or a board decision are left out. Suggestions drawn from the research, separate from the scores.
S5 Results-briefing transcripts or Q&A published in English 0/5 Translation
Publish the results-briefing Q&A summary in English, on the same day as the Japanese.
O1 English IR section reachable within two clicks of the English homepage 4/5 Quick fix
Put a visible Investor Relations link on the English homepage that goes straight to the English IR top.
O5 Single page listing all English IR documents by date and type 4/5 Quick fix
Keep one English page that lists every IR document with its date and type.
O7 Named English IR contact published 4/5 Quick fix
Link a dedicated IR contact (form, address or e-mail) from the English IR section.
English disclosure assessment
All 34 questions reviewed by the editor against the public documents; this is not an independent audit. 1 answer corrected after re-checks (research errors) and 1 changed under a rule change between 21 Oct 2026 and 23 Oct 2026. These are changes to our record, not to the company’s disclosure. Changes to this record →
Compared with peers
| Peer group | Median | This company |
|---|---|---|
| Same sector (Electric Appliances) | 80.8 | 7 of 33 |
| Same size band (¥500bn–2tn) | 84.2 | 9 of 43 |
Compared with the companies covered here, not the whole market. Sector is the TSE 33-sector classification; market cap is from the TSE English-disclosure survey, Aug 2026; it only sets the size band, plays no part in the score, and is refreshed once a quarter. Ties share the higher rank.
Out of 100.
Of the 34 questions reviewed, 32 scored 3 or more and 1 found no qualifying English materials within the stated review scope. Read each score with its source and scope below.
Findings by question
F1Quarterly and full-year results summaries (tanshin) published in English5/5
Consolidated Financial Results for the First Quarter of the Fiscal Year Ending March 31, 2027 (Under IFRS), 5 August 2026, the same day as the Japanese tanshin: 31 English pages against the Japanese 29, with the qualitative information, statements and the segment information note. The English Results Briefing page carries the financial statements for every quarter of FY2025 (Aug 2025, Nov 2025, Feb 2026, May 2026) and FY2026 Q1. Complete and on the Japanese cycle. Source document →
F2English results summary is a full translation, not an excerpt5/5
Q1 FY3/2027 tanshin, 5 Aug 2026: the English 'Consolidated Financial Results for the First Quarter of the Fiscal Year Ending March 31, 2027 (Under IFRS)' is 31 pages against the Japanese 2027年3月期 第1四半期決算短信〔IFRS〕 (29 pp), and its table of contents matches the Japanese section for section: summary pages; 1. Overview (results, financial condition, outlook including the forecast); 2. the condensed statements (financial position, income and comprehensive income, cash flows) and the notes (going concern, changes in equity, basis of preparation, segment information, discontinued operations, first-time adoption of IFRS). Earlier periods read on the Results Briefing page are the same: FY3/2026 year-end (13 May 2026) 25 EN against 22 JA, Q3 (5 Feb 2026) 20 against 19, Q2 (7 Nov 2025) 21 against 20, Q1 (6 Aug 2025) 18 against 16. The whole tanshin, so 5. Source document →
F3Financial statements including notes available in English5/5
The latest-period English tanshin (Q1 FY3/2027, 5 Aug 2026) carries the full condensed IFRS statements (financial position, income, comprehensive income, cash flows) and the notes: going concern, significant changes in equity, basis of preparation, the segment note with revenue, intersegment revenue and operating profit by segment reconciled to profit before tax, the discontinued-operations note (DMB) and the first-time-adoption note. The full-year statements with all notes are also in English in the Annual Securities Report FY2025 (235 pp, 17 Jul 2026). Full statements and notes for the latest period, so 5. Source document →
F4Annual securities report available in English in any form5/5
Annual Securities Report FY2025 (April 2025 to March 2026) in English, 235 pages, file dated 17 July 2026 for the Japanese filing of 22 June 2026: business overview, risks of business, management analysis, facilities, corporate governance, the financial statements and the translated Independent Auditor's Reports (consolidated, ICFR and non-consolidated). Published in English since FY2022. Full and current. Source document →
F5Segment revenue and profit disclosed in English, consistent definitions5/5
Four reportable segments (IAB, HCB, SSB, DSB). Every English tanshin gives revenue (external and intersegment) and operating profit by segment with the reconciliation to profit before tax (Q1 FY3/2027: IAB revenue ¥131,483m and OP ¥21,252m, HCB ¥36,472m and ¥2,401m, SSB ¥26,214m and ¥64m, DSB ¥13,076m and ¥253m). The note states the basis of segmentation (nature of products, units reviewed by the chief executive), the main products of each segment, the intersegment pricing basis and what 'Eliminations and Others' holds, and explains the restatement after DMB was classified as a discontinued operation. The decks and the quarterly Financial Data file add segment detail, and the Fact Book 2026 gives segment sales and operating income FY2015-FY2025. Every period, definitions stated, so 5. Source document →
F6Multi-year financial data file (Excel or CSV) downloadable in English5/5
Excel files are on the English IR site and were read inside the rendered page. 'OMRON_Fact Book 2026 <Excel 366KB>' (factbook2026e.xlsx, Basic Information & Fact Book page) has 18 data sheets with FY2015-FY2025 (eleven years): consolidated balance sheets, statements of income, statements of cash flows, ratios (working capital, inventory turnover, capex and D&A, ROIC, ROE, equity ratio), per-share data (EPS, BPS, cash flow per share, PER/PBR), shareholder returns, sales and operating income by business segment, and FX rates. Each quarter's Results Briefing set also has 'OMRON_Financial Data <Excel>' (e.g. 20260805_data_e.xlsx, 146KB), in every quarterly set listed for FY2023-FY2026. Five years or more of P&L, BS, CF and per-share data plus segments, so 5. Source document →
F7Guidance disclosed in English with the basis explained5/5
The full-year forecast and its basis are in English. The Q1 FY3/2027 tanshin (5 Aug 2026) revises the May forecast upward and explains why: section (3) gives the market view by business (semiconductor capex driven by AI and rechargeable-battery investment for IAB, solid HCB and DSB, strong residential renewables demand but tougher competition for SSB), the new FX assumptions (USD 155, EUR 180, CNY 23 from Q2, updated from 13 May) and a table of initial versus revised forecasts by segment (e.g. IAB revenue 440.0 to 500.0bn, OP 44.0 to 65.0bn) against the prior-year actuals. The FY2025 deck (13 May 2026) gives the FY2026 forecast by segment, the forecast OP bridge and FX sensitivities and assumptions. All three assumption types and the revision explained, so 5. Source document →
F8English financial disclosure current to the latest Japanese filing period5/5
English results for the three months to 30 June 2026 published 5 August 2026, the same period and day as the Japanese first-quarter tanshin. Source document →
S1Medium-term management plan in English with numerical targets5/5
The current plan is Medium-Term Roadmap SF 2nd Stage (FY2025-FY2030 period under the long-term vision SF2030), presented 7 Nov 2025. The English deck is 41 pages, the same as the Japanese 41, and the English IR news lists 'Mid-Term Roadmap SF 2nd Stage Briefing' and 'Notice Concerning "Medium-Term Roadmap SF 2nd Stage"' on 7 Nov 2025, the same day as the Japanese (both PDFs were later re-saved, EN 27 Nov, JA 9 Dec 2025, so the listing dates are used). Quantified FY2030 targets set against FY2024 actuals (p.26): net sales CAGR 7% (FY24-FY30, incl. M&A), OPM 12% (OP at the ¥140bn level), ROE 10-12%, ROIC 8-10%, EPS growth about +20%, data and service revenue ratio 15%; and by segment (p.27): IAB sales CAGR +6% and OPM 16%, HCB +4% and 14%, SSB +9% and 14%, DMB +4% and 7%, DSB +23% and 18%, capital allocation and non-financial KPIs. Complete and on the Japanese day, so 5. Source document →
S2IR presentations published in English5/5
For every quarter an English earnings presentation with and without the speaker's script (Q1 FY2026: 28-page deck and 20-page scripted version, 5 August 2026), plus financial data in PDF and Excel and an on-demand video. The Japanese results-briefing page offers the same set (deck with/without script, tanshin, data, video) and no Q&A for these periods. The Japanese set item for item. Source document →
S3English equity-story or investment-highlights page4/5
There is no 'why invest' or investment-highlights page on the English IR site; 'For Individual Investors' is a link hub. The investor-facing equity material is 'OMRON Basic' (Investor Relations, October 2026, 31 pp, Basic Information & Fact Book page): corporate profile, sales mix, business-by-business pages with dedicated strengths slides (e.g. 'HCB: Strengths in Blood Pressure Monitors': over 400 million home BPMs sold, medical-device certification in 100 countries, use in 249 clinical studies; SSB's No.1 domestic share in power conditioners), and the shareholder-return policy (DOE about 3%). The English Integrated Report 2025 adds Financial and Non-financial Highlights. Dedicated investor material with partly quantified strengths, not framed as investment highlights, so 4. Source document →
S4Growth drivers identified and quantified in English5/5
The English SF 2nd Stage deck (7 Nov 2025) names 13 focus businesses as the growth drivers and quantifies them: market opportunity and OMRON's growth versus the market for each, with FY30 KPIs, e.g. blood pressure monitors sales CAGR +4% and OPM 14% with ECGs CAGR +40% and digital health +20%; home storage systems market CAGR +13% against OMRON +18%, sales CAGR +9% and OPM 14%, on the back of the No.1 domestic share; segment sales CAGRs and margins to FY2030 (IAB +6% and 16%, HCB +4% and 14%, SSB +9% and 14%, DSB +23% and 18%). The Q2 deck (7 Nov 2025) tracks semiconductor/AXI sales (+17%/+42% y/y). Named drivers with numbers, so 5. Source document →
S5Results-briefing transcripts or Q&A published in English0/5
No current results-briefing transcript or Q&A in either language. The English Results Briefing page (FY2025 and FY2026 tabs: Aug 2025 to Aug 2026) offers per quarter the deck with and without the presenter's script, the tanshin, the Financial Data (Excel/PDF) and a video, but no Q&A; the Japanese 決算説明会 page has the same set and no 質疑応答 either, and neither the SF 2nd Stage briefing (Nov 2025) nor the OnLogic briefing (Oct 2026) has a Q&A in either language. Both languages stopped at the same point: the last 'Q&A Session Summary' is FY2024 Q4 (20250508_qa_e.pdf, created 13 May 2025; the Japanese 20250508_qa_j.pdf created 14 May), and the English matched every Japanese Q&A back to FY2022 within a day. Neither language publishes one now, so not_found.
S6Integrated or annual report available in English4/5
Integrated Report 2025 in English, 60 pages (same as the Japanese 2025 edition), covering fiscal 2024 (April 2024 to March 2025). The Japanese side has already published 統合レポート2026; the English page still offers 2025. Complete report, one edition behind. Source document →
S7Progress against the previous plan, including misses, explained in English4/5
The predecessor plan was SF 1st Stage (FY2022-FY2024), followed by Structural Reform Program NEXT 2025 (Apr 2024-Sep 2025). The English Integrated Report 2025 (p.19) sets the SF 1st Stage non-financial targets against FY2024 results, item by item (e.g. sustainability-related sales +45% vs FY2021 target against +29% actual; women managers 18% against 20.5%; Scope 1&2 GHG -53% against -74%; managers' training 100% against 91% in Japan), and p.18 sets NEXT 2025's FY2024 plan against results for the five management measures (fixed costs about ¥26bn lower, 2,526 employees retired, GP margin back to 44.5%). The English Q2 FY2025 deck (7 Nov 2025, p.20, 'Review of Structural Reform Program NEXT 2025') shows FY22-FY25 actuals for sales, GPM, OP, ROIC, ROE and EPS with a one-line verdict, but not against the SF 1st Stage financial targets. A reconciliation for some targets, without the financial targets or variance explanations, so 4. Source document →
G1Corporate governance report available in English5/5
Corporate Governance Report in English dated 24 June 2026, 42 pages, the TSE filing (basic policies, capital structure, board, committees, shareholder measures), linked from Corporate Governance Library. Filed report in English and current. Source document →
G2Director biographies in English with tenure, expertise and independence5/5
The English Convocation Notice for the 89th AGM (20 pp, 22 May 2026 for 23 June) gives all eight director candidates, which is the whole board: a summary table and a page per candidate with tenure as director (15, 3, 9, 3, 3, 9, 6 and 4 years), board attendance, career history, significant concurrent positions, reasons for nomination and 'Independent Officer candidate' labels for the three outside directors (Kamigama, Kobayashi, Suzuki), plus the company's Independence Requirements for Outside Executives. Every director with tenure, expertise and independence, so 5. Source document →
G3Board skills matrix published in English5/5
The same English notice (p.18, read from a page image) has the skill matrix: nine skills defined (corporate management; sustainability/ESG; new business creation/innovation; technology/production/quality; DX/IT; HR development/diversity; financial accounting; legal/compliance/internal control; global experience) and marked for all eight directors and four Audit & Supervisory Board members as composed after the 2026 AGM, with background notes for outside members. Current matrix in English, so 5. Source document →
G4Executive remuneration structure and its performance linkage explained in English4/5
The English Annual Securities Report FY2025 (pp.120-124, 'Officer Compensation') sets out the structure (base salary, short-term performance-linked bonus, medium- to long-term performance-linked stock compensation split 60% performance-linked and 40% non-performance-linked, outside directors base salary and the non-linked stock only), the KPIs with targets and actuals for the bonus (FY2025 OP target ¥60.0bn against ¥63.6bn actual, net income ¥29.0bn against ¥28.5bn, ROIC 3.0% against 3.0%) and the stock-plan weights (corporate value 80% on relative TSR, sustainability 20% on GHG reduction and employee engagement). Amounts are given by officer type and pay type and per director for those over ¥100m (e.g. Junta Tsujinaga ¥369m: base ¥83m, bonus ¥109m, stock ¥178m). Re-checked 21 Oct 2026 under v1.1.1, which needs the weight of each performance measure in every performance-linked element: the bonus is calculated on operating income, net income and ROIC against their targets with no weights between them (the stock plan is weighted). So 4. Source document →
G5AGM notice in English with sufficient lead time to vote4/5
Convocation Notice for the 89th Ordinary General Meeting in English, 20 pages, electronic provision from 22 May 2026 (file dated 20 May) for a meeting on 23 June - 32 days - with the reference materials for all three proposals, every director candidate included. The English notice describes voting 'by electronic methods or in writing' without any Japanese-only caveat (it does not reproduce the voting-site guidance and has no ballot attached). Scored with the batch convention: no Japanese-only label on a voting route. Re-checked 23 Oct 2026 (G5 voting-site sweep, after the independent audit): the Japanese notice names the voting website, evote.tr.mufg.jp (Mitsubishi UFJ Trust and Banking), which is in Japanese only, with no English option, as for ESPEC (6859) and Nitto Boseki (3110). Every proposal in English, but a Japanese-only voting route, so 4. Source document →
G6Shareholder vote results disclosed in English5/5
Report of Voting Rights Exercised at the 89th Ordinary General Meeting, 24 June 2026, 2 pages: for, against and abstain counts and the approval ratio for every proposal and each director candidate. Also an English Analysis and Actions in Response to Voting Results (7 September 2026). Counts and ratios per resolution. Source document →
G7Cross-shareholdings in English with reduction schedule and rationale3/5
The English Annual Securities Report FY2025 ('(5) Status of Shareholdings', pp.125-127) gives the policy and the board's annual review criteria (collaboration, business impact, investee ROE, transaction profit contribution), the holdings (39 unlisted issues ¥2,062m; no listed specific investment shares on the balance sheet after the last listed issue, Mental Health Technologies, was sold), the deemed holdings in the retirement benefit trust (e.g. Kyoto Financial Group cut from 6,112,368 to 2,112,368 shares, ¥8,578m) with rationale per issue, and progress: the ratio to consolidated net assets fell from 10.2% (Mar 2015) to 0.2% (Mar 2026). The English Corporate Governance Policies (13 May 2026, 2.1(5)) and the CG report (24 Jun 2026) repeat the policy. No reduction target or schedule is stated anywhere in English, and the company does not state that it holds none (the deemed holdings remain). Policy, numbers and progress without a target, so 3. Source document →
O1English IR section reachable within two clicks of the English homepage4/5
From the English homepage (omron.com/global/en/), 'Investor Relations' in the top navigation is a menu button (a span with a dropdown, not a link); it opens a panel whose top link leads to the IR top (/global/en/ir/). No direct visible IR link on the homepage itself. Two clicks, so 4. Source document →
O2English document links resolve to English documents5/5
Sampled 20 English document links across types from the English IR pages; all open English documents: Q1 FY3/2027 tanshin (20260805_financial_results.pdf), deck and scripted deck, Financial Data PDF (bilingual JA/EN headings, the English complete), Fact Book 2026 xlsx and PDF, Fact Book 2025 PDF, Annual Securities Report FY2025, Integrated Report 2025, Corporate Governance Report (24 Jun 2026), Corporate Governance Policies, AGM convocation notice, Business Report 89th, Notice of Resolutions, Report of Voting Rights, OnLogic notice and briefing deck (13 Oct 2026), DMB split completion notice (1 Oct 2026), IFRS adoption notice (13 May 2026), Audited Annual Financial Report 2022, 2022 long-term vision Q&A, 2019 ESG Q&A, IR2024 chapter on ctfassets. No Japanese document behind an English link, so 5. Source document →
O3English IR archive free of dead links5/5
The same 20-link sample, plus older archive items (2017 and 2019 ESG Q&A, 2020 governance-effectiveness report, FY2023 Q1 Q&A), all opened in the rendered browser: none dead. All live, so 5. Source document →
O4English IR pages render without blank JavaScript failures5/5
Rendered in the browser: IR top (news list, banners), Results Briefing (year tabs expand to the per-quarter document tables back to FY1998), IR Announcements list, Long-Term Vision and Medium-Term Roadmap, Presentation Materials, Basic Information & Fact Book, Annual Securities Report, Management's Report on Internal Control (HTML text), General Meeting of Shareholders, Corporate Governance Library, 5-Year Highlights, By Business, Latest Results, Stock Information, Dividends, IR FAQ, Disclaimer and Share Price Information (the stockweather chart iframe renders the price, candles and volume). Every page renders its content. (The IR Calendar still lists Aug 5 and May 13 under 'Upcoming', a currency point, not a rendering failure.) So 5. Source document →
O5Single page listing all English IR documents by date and type4/5
The English 'IR Announcements' list (news category Investor Relations, with year pages back to 2005) is one dated list carrying every type: tanshin, earnings presentations, Annual Securities Report, Corporate Governance Report, AGM information, notices of resolutions and voting results, integrated report, MTP and timely disclosures. Its entries are all tagged 'Investor Relations', so it is not typed; the typed archives are split across pages (Results Briefing, MTP, Presentation Materials, Fact Book, ASR, GM, governance library). One dated all-types list, untyped, so 4. Source document →
O6English archive genuinely populated, not an unverifiable shell5/5
Deeply populated: the Results Briefing page has tabs from FY1998 to FY2026 (FY2022-FY2026 checked: every quarter's deck, scripted deck, tanshin and Excel data), Fact Books 1999-2026, Presentation Materials back to 2017, ESG and long-term vision briefings with Q&As, Annual Securities Reports, governance-effectiveness reports FY2019-FY2025 and IR news year pages back to 2005. Several years across document types, so 5. Source document →
O7Named English IR contact published4/5
The English IR top page links 'Investor Relations Inquiry' directly to the 'Investor Contact' form (ContactForm.do?FID=00213), an English form for investor questions only (non-investor enquiries are sent elsewhere), naming the Investor Relations Department, Global Investor & Brand Communications HQ, Shinagawa Front Building, Tokyo. The tanshin contact is Toyoharu Tamoi, Executive Officer, Senior General Manager, Global Finance and Accounting HQ, +81-75-344-7070. Dedicated and immediately obvious. Source document →
R1Earnings materials published in English simultaneously with Japanese4/5
The English tanshin is listed the same day as the Japanese every period read (6 Aug 2025, 7 Nov 2025, 5 Feb 2026, 13 May 2026, 5 Aug 2026; PDF creation dates also same day). The English deck without script is listed the same day too, and its PDF is created that day in Aug 2025, Nov 2025 and Aug 2026; the Feb 2026 English deck PDFs were created 18 Feb (JA 5 Feb), and both languages' May 2026 decks were re-saved 18 Jun. The English scripted decks follow later each time: Aug 2026 EN created 19 Aug against JA 6 Aug, Feb 2026 18 Feb against 6 Feb, Nov 2025 12 Nov against 10 Nov, Aug 2025 EN created 8 Aug. Tanshin same day, deck materials partly later, so 4. Source document →
R2Median lag in days between Japanese and English statutory publication5/5
Listing dates, Japanese IR news against English IR news: Q1 FY3/2027 tanshin 5 Aug 2026 / 5 Aug 2026 (0 days); FY3/2026 tanshin 13 May 2026 / 13 May 2026 (0); AGM notice 定時株主総会のご案内 22 May 2026 / 'Information on Ordinary General Meeting' 22 May 2026 (0); Corporate Governance Report 24 Jun 2026 / 24 Jun 2026 (0); Annual Securities Report 22 Jun 2026 / 17 Jul 2026 (25). Median 0 days, so 5. Source document →
R3Timely disclosures published in English5/5
Japanese IR news and news releases for 12 months (Oct 2025-Oct 2026) against the English news list: SF 2nd Stage notice and interim dividend/forecast revision (7 Nov 2025 / 7 Nov), OMRON Automotive Electronics Italy share transfer (4 Dec / 4 Dec), Matsuya R&D tender offer scheduled (15 Dec / 15 Dec), commencement (18 May 2026 / 18 May) and results (16 Jun / 16 Jun), DMB company split and share transfer (30 Mar / 30 Mar), its effectiveness and Aratas name change (1 Jul / 1 Jul) and completion (1 Oct / 1 Oct), IFRS adoption and ESOP incentive plan (13 May / 13 May), voting results (24 Jun / 24 Jun), OnLogic acquisition (13 Oct / 13 Oct), every tanshin same day, and the executive officer and personnel changes (21 Jul, 3 Aug, 21 Aug, 24 Sep, 1 Oct and others) each with a same-day English 'Executive Officer Changes' / 'Personnel Changes'. No Japanese disclosure without a same-day English version found, so 5. Source document →
R4English disclosure free of machine-translation accuracy disclaimers5/5
No machine-translation notice anywhere checked: the rendered English IR pages (top, library, results, governance, meeting, disclaimer) carry no translation banner or widget notice, and the IR Disclaimer covers forward-looking statements and TDnet differences only. The documents say they are translations ('translated from the Japanese original as a guide' on the tanshin; 'original Japanese document shall prevail' on the AGM papers), which is R5's matter, not machine translation. So 5. Source document →
R5English version stated as authoritative, not subordinate to Japanese2/5
The AGM convocation notice and the voting-rights report each say 'the original Japanese document shall prevail', and the English meeting page says 'The official texts are those stated in the Notice of Meeting issued in Japanese'. The tanshin says only 'translated from the Japanese original as a guide', and the earnings deck and securities report carry no prevailing-language statement. Disclaimed on some documents. Source document →
Open a question for the reasoning and the document its score was read from. A zero means no qualifying English materials were located within the stated review scope as of 2026-10-12. Compare this question across companies →
Capital-policy review
Not scored. 1 action has been reviewed; a score out of 100 is published once 3 or more are. The ratings:
Each action is read against the company’s own filings on four checks: was the promise specific, can the steps be traced, were the economics explained, and did it report back against the target. This records the status of selected actions, not an assessment of the company as a whole. How this is scored →
SF 2nd Stage five-year capital allocation and portfolio roadmap
Strategy or target reset · In progress · Plan announced 7 November 2025
Timeline and sources (1 step)
- 7 November 2025SF 2nd Stage approved The board approved the FY2026-FY2030 roadmap and capital-allocation framework. Notice Concerning Medium-Term Roadmap SF 2nd Stage · Medium-Term Roadmap SF 2nd Stage
What management said it would do
From the company’s own disclosure · Medium-Term Roadmap SF 2nd Stage
What it actually did, and when
The roadmap has begun; complete annual spend, portfolio actions and realized returns are not yet available.
Partly disclosed — a gap remains · Medium-Term Roadmap SF 2nd Stage
What it disclosed about the economics
OMRON pairs 10–12% ROE and 8–10% ROIC stretch targets with asset liquidity, optional debt and DOE near 3%.
Partly disclosed — a gap remains · Medium-Term Roadmap SF 2nd Stage
What has happened since
The FY2030 result is not due.
Partly disclosed — a gap remains · Medium-Term Roadmap SF 2nd Stage
The question this leaves open
Investor question: Which focus businesses are earning above capital cost? IR preparation: disclose allocation, milestones, exits and returns by business.
Our analysis, not a company statement
Balance sheet and capital-policy indicators
A source-backed first-pass capital-efficiency, balance-sheet and governance reading, separate from the accountability score.
Cash use and returns
OMRON plans ¥800bn of five-year business reinvestment, with 70% directed to focus businesses and roughly half of business reinvestment to IAB.
Capital structure
Governance of capital decisions
The CEO-led framework governs 13 focus businesses and uses portfolio exits and asset liquidity to fund growth.
Preliminary and not scored: a selected-source reading, reviewed 28 September 2026. Surplus cash, leases, maturities, project ROIC, cost of capital, committed spend and peer comparability are not fully assessed; none enters the accountability score. Figures are the company’s own reported numbers; a large cash balance is not called excess without a defensible operating reserve and investment plan. Every company with a balance-sheet reading →
Changes to this record
- Research error 23 October 2026 · G5: 5 → 4. Every proposal is in the English notice, but the voting website shareholders use (Mitsubishi UFJ Trust and Banking) is in Japanese only.
- Rule change 21 October 2026 · G4: 5 → 4. Under v1.1.1, a 5 needs the weight of each performance measure in every performance-linked element. The bonus uses operating income, net income and ROIC with no weights; the stock plan is weighted.
Every change is labelled as a research error, new evidence supplied, improved disclosure or a rule change, with its date and the previous score. Change log →
Scores assess how English information is published, not the quality of the business or its investment value. To report an error or a document we missed, see how to contact us.