確認メモ（原文・英語）Brief Report of Financial Results for the three months ended 30 June 2026 (IFRS), 5 August 2026 with the Japanese: 16 English pages against 15, with performance by segment and the segment information note.
確認メモ（原文・英語）We read the Q1 FY3/27 tanshin of 5 Aug 2026 against the Japanese. English 16 pp, Japanese 15 pp. The two indexes match item for item: summary pages, with the forecast and the notes on consolidation scope, accounting policy and shares; 1. analysis of operating performance, financial position, forecast (with a table of revisions against the 12 May forecast) and dividend policy; 2. condensed statements of financial position, income, comprehensive income, changes in equity and cash flows; notes on going concern, change in accounting policy and segment information. The FY3/26 tanshin (12 May 2026) also matches: English 22 pp, Japanese 23 pp, including risk factors, group structure, accounting-standard rationale, per-share data and subsequent events. The whole tanshin, so 5.
確認メモ（原文・英語）The latest English tanshin (Q1 FY3/27, 5 Aug 2026, IFRS) has the full condensed statements: financial position, income, comprehensive income, changes in equity for both periods, and cash flows. It also has the notes: going concern, change in accounting policy, and segment information with reportable-segment revenue and profit and a reconciliation. The FY3/26 tanshin adds per-share data and subsequent events. Full statements and notes for the latest period, so 5.
確認メモ（原文・英語）The English IR library's sections are financial results, TSE filings (timely notices), integrated reports, briefings, shareholders' meetings, business reports and legacy Mitsumi SEC filings. No securities report in English; the Japanese library carries the 185-page 有価証券報告書 of 24 June 2026.
確認メモ（原文・英語）There are four reportable segments plus Other: Precision Technologies, Motor, Lighting & Sensing, Semiconductors & Electronics, and Access Solutions. Every English tanshin's segment note gives external and inter-segment sales and segment profit for each, with adjustments. It states the definitions ('Summary of reportable segments': the basis of separation, profit measured on operating income, inter-segment pricing). The Q1 FY3/27 note explains a reclassification between segments and restates the prior year to match. The deck adds segment forecasts, and the English segment spreadsheet carries the series back to FY3/2000. Every period, defined and held constant, so 5.
確認メモ（原文・英語）The English Financial Data section offers .xlsx downloads, updated 25 Aug 2026. We read their contents inside the rendered page by unzipping the XML. Financial Highlights (en_financial1.xlsx; Annual and Quarter sheets) runs FY3/2000-FY3/2026: sales, OP, PBT, net profit, EPS, diluted EPS, DPS, BPS, shares, ROE, ROA, EBITDA, debt, net D/E, equity ratio, and operating, investing, financing and free cash flow. The balance sheet (en_financial5), income statement (en_financial6) and cash flow (en_financial7) files each have Annual IFRS FY3/2018-FY3/2026, Quarter IFRS sheets through Q1 FY3/27, and JGAAP sheets for earlier years. A segment file (en_financial2) gives sales and OP by segment, FY3/2000 on. Five years and more of P&L, BS, CF and per-share data, plus segments, so 5.
確認メモ（原文・英語）The English Q1 FY3/27 tanshin gives the H1 and full-year forecast (FY: sales 1,690.0bn, OP 120.0bn, net 87.0bn, EPS 216.64). It also has a previous-vs-revised table: net profit was raised 4.0bn on Q1 results and the latest situation. The English Q1 deck adds the 2Q-4Q FX assumptions (US$ 155.00, euro 182.50, baht 5.00, RMB 22.30) and the full-year forecast by segment (sales and OP for PT, MLS, SE, AS). It explains the revision ('net sales and OP unchanged from a conservative perspective, profit revised upward') and gives the demand view by segment. The FY deck adds FY3/28-29 forecasts with FX. FX, segment forecasts and market view, with revisions explained, so 5.
確認メモ（原文・英語）MinebeaMitsumi's medium-term plan is a rolling 'Mid-term Earnings Forecast' presented with the full-year results. Both the English and Japanese Medium-term Business Plan pages (updated 3 Jun 2026) point to the 12 May 2026 briefing. The English FY3/26 deck (71 pp, the same as the Japanese 71) has the targets. Plan B, organic: FY3/29 sales 1.9tn yen, OP 168.0bn, real OPM 10%, with FY3/27-29 P&L, FX assumptions and segment sales/OP. Plan A, with large M&A: 2.5tn yen sales and 250bn OP. It also has a mid-term cash-flow and cash-allocation plan, ROIC, ROE 15% and EPS growth targets, and segment targets (e.g. semiconductors 170bn sales, OPM >20%). Kabutan's TDnet list shows the English deck filed on 12 May 16:00, the same time as the Japanese. Complete and same-day, so 5.
確認メモ（原文・英語）For Q1 FY3/27 the English side has the presentation (35 pages, 5 August), the presentation transcript (13 August), the Q&A (13 August) and the supplementary financial data (14 August) - the full Japanese set, each within a day of the Japanese.
確認メモの要点（当調査による日本語要約）英語サイトの「At a Glance」に小径ボールベアリング60%などの世界シェアや拠点・従業員数があり、IR用の「Strength」ページも3つの強みと長期目標を示します。強みを数値化した専用ページがあるため5点です。
確認メモ（原文・英語）The English site has an 'At a Glance' page under Our Strengths, linked from the IR site's 'About MinebeaMitsumi'. It shows world No.1 shares (miniature and small ball bearings 60%, HDD pivot assemblies 80%, 1-cell Li-ion battery protection ICs 80%), bases and employees, overseas ratios, and a 'Performance' panel setting FY3/26 against the Plan A and Plan B FY3/29 targets. There is also an IR 'Strength' page for investors, setting out three strengths (core businesses, diversified niches, INTEGRATION), the Eight Spears, and the 2.5tn/250bn long-term targets. A dedicated page with quantified strengths, so 5. (In a full-page capture some of the page's animated counters read 0%, as they are scroll-triggered.)
確認メモ（原文・英語）The English FY3/26 deck names the drivers and puts numbers on them: 'The Five Growth Areas plus one' (new mobility, LiDAR, commercial drones, AI servers, humanoid robots, plus aircraft/aerospace), with sales targeted at x1.8 by FY3/29. AI servers: sales from 90bn to 110bn yen, about 22% CAGR, OPM 10%+, with market data (server units 16.8m to 24.2m, liquid-cooled 0.77m to 1.33m, fan-motor market +15.3% CAGR). Humanoid robots: standard and upside cases to FY3/35. Segment slides give targets, e.g. semiconductors 170bn sales and OPM >20%. Named drivers with market size, contribution and margins, so 5.
確認メモ（原文・英語）Each quarter the Japanese side publishes a 説明要旨 (presenter's script) and a 質疑応答要旨 (Q&A summary), and the English side has a counterpart for every one. Posting dates (IR news / file folders) are mostly a few days later in English. Q1 FY3/27: Japanese 12 Aug, English 13 Aug. FY3/26: Japanese 15 May, English 21 May. Q3 FY3/26: Japanese 10 Feb, English 13 Feb. Q2 FY3/26: Japanese 13 Nov, English 17 Nov. Q1 FY3/26: Japanese 13-14 Aug, English 22 Aug. English Q&A also exists for IR Day 2025 and the outside-director dialogue (28 Jul 2026). Every period, but days late, so 4 (ruling).
確認メモ（原文・英語）Integrated Report 2025 in English, 53 pages (November 2025). The Japanese side published 統合報告書2026 (98 pages) on 2 October 2026; the English edition is one behind.
確認メモ（原文・英語）The plan rolls each year, so there is no fixed earlier plan with a closing report. The English FY3/26 deck (pp.66-67, 'Trends of Sales' and 'Trends of OP') charts actual sales and OP from FY3/09 to FY3/26 against each mid-term plan's 1st-year and 3rd-year figures. Notes explain the gaps in the series (FY3/16 integration, FY3/22-23 COVID). The 4Q variance slide sets results against the previous forecast. The plans' targets are set against actuals, but the variances are not explained, so 4.
確認メモ（原文・英語）The Corporate Governance Report in English, 24 pages, dated June 29, 2026, with the independent officers notification, on the English corporate governance page.
確認メモ（原文・英語）The English notice of the 80th AGM (86 pp, posted 22 May 2026) profiles all 13 director candidates, i.e. the whole board. Each profile has a dated career history (e.g. Kainuma: Director 1988, Representative Director since 2009), board attendance, shares held, concurrent posts and reasons for nomination. Outside directors also get their expected roles and years in office (Miyazaki 4, Matsumura 8, Haga 6, Katase 5), and each is marked Outside/Independent. The English governance 'Officers' page repeats the outside directors with appointment dates and independence. Every director, with tenure, expertise and independence, so 5.
確認メモ（原文・英語）The English 80th AGM notice (p.18) has '[Reference] Skills Matrix of Directors and Audit & Supervisory Board Members', as composed after the June 2026 meeting. It maps every director and A&SB member against independence and the expected expertise: corporate management, M&A, global affairs, technology development, manufacturing, sales and others. It is followed by a table of the reasons each skill item was selected. Current, in English, so 5.
確認メモ（原文・英語）The English 80th AGM notice business report (pp.32-35) sets out the structure: basic compensation, short-term performance-linked bonuses, medium/long-term performance-linked stock or cash, and performance-linked stock. It gives the mix policy (non-performance : performance = 1 : 2 or more, stock 10% or more). It names the KPIs with FY3/26 results: bonuses on consolidated profit 99.2bn, sales growth +9.3%, stock price vs Nikkei, market cap 1,082.6bn and OPM; mid/long-term on 3-year EPS growth of 15% (+17.6%); stock on profit, ROE 15% (12.1%) and GHG -5% YoY (-0.6%). Amounts are broken down by type: directors (12) basic 370.3m, bonus 592.2m, stock 60.0m, total 1,022.5m yen; outside directors and A&SB members separately. Re-checked 21 Oct 2026 under v1.1.1, which needs the weight of each performance measure in every performance-linked element: the bonus and stock plans name several KPIs each with no weights. So 4.
確認メモ（原文・英語）Notice of the 80th Ordinary General Meeting posted in English on 22 May 2026 for a meeting on 26 June - 35 days - 86 pages with every proposal's reference documents. Re-checked 23 Oct 2026 (G5 voting-site sweep, after the independent audit): the voting website named in the English notice, www.web54.net (Sumitomo Mitsui Trust Bank), 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.
確認メモ（原文・英語）Results of Exercise of Voting Rights at the 80th Ordinary General Meeting, in English, on the Shareholders' Meetings 2026 page (updated 31 July 2026): for every proposal and every director the votes for, against and abstaining and the approval ratio (e.g. Yoshihisa Kainuma 3,334,474 / 277,113 / 10,695, approved 92.00%). Counts with abstentions: 5 (was 2 on 12 Oct, which saw only the notice of resolutions; re-checked 16 Oct 2026).
確認メモ（原文・英語）The English CG report (29 Jun 2026, Principle 1.4) and the governance 'Equity Holding' page give the policy, the annual board review criteria (business merit, cost of capital, share price, dividends, TSR) and the voting standards. The page also gives numbers: 11 companies, 8,695m yen, of which 7 listed, 7,394m yen (1.03% of equity). It has a holdings table with share counts, book values and purpose (SMTH, MUFG, SMFG, Hachijuni, Mizuho, Nippon Steel) - but as of 31 Mar 2024, two years stale. No reduction target, schedule or progress. Policy and numbers, no target, so 3.
確認メモ（原文・英語）The English homepage (minebeamitsumi.com/english/) has a visible 'IR - Introducing performance and financial data and various IR materials' link straight to /english/corp/investors/. The About Us menu also links it. One click, so 5.
確認メモ（原文・英語）We opened 20 English document links across types and years. Tanshin: Q1 FY3/27, FY3/26, FY3/20 (35 pp), Q3 FY3/12. Decks: Q1 FY3/27, FY3/26, FY3/22. Q&A: FY3/26, FY3/22. AGM notices 80th and 77th, and the 77th resolutions notice. CG report Jun 2026. Integrated Report 2025 and 2020 (President's message). Interim Business Report 79th. Former MITSUMI Q3 FY3/17 tanshin and former U-Shin Q2 FY12/19 tanshin. Outside-director dialogue Q&A (Jul 2026). ESG independent assurance report. Every one was an English document (CJK characters only in stray symbols), so 5.
確認メモ（原文・英語）Every one of the same 20 links, from 2012 to 2026, resolved to a live PDF (2 to 86 pp). The English financial-data .xlsx files also downloaded and opened. No dead links, so 5.
確認メモ（原文・英語）We rendered these English IR pages: the IR top (latest documents, IR news, full menu), Financial Results Briefing FY3/2027 and FY3/2026, TSE Filings, Shareholders' Meetings (the voting-results table renders), Corporate Governance with its Equity Holding and Officers subpages, Medium-term Business Plan, IR News, IR Contact, Disclaimer and Strength. All show their content, with no empty lists or blank widgets, so 5.
確認メモ（原文・英語）The library is split by type: Financial Results, TSE Filings, Integrated Reports, Financial Results Briefing, Other IR Events, Shareholders' Meetings, Business Reports, ESG, and the MITSUMI/U-Shin archives, each with fiscal-year back numbers. But the English IR News page is one dated list of all postings, filterable by year from 2003: results, decks, transcripts and Q&A, AGM notice, voting results, timely disclosures, financial-data updates. It is not typed. A dated all-types list, untyped, so 4 (ruling).
確認メモ（原文・英語）The archive is deep. Results and briefings have back numbers from FY3/2001 to FY3/2027, with transcripts and Q&A for each recent period. Shareholders' meetings run 2000-2026. IR News goes back to 2003. There are integrated reports (2020 on), business reports, ESG documents, and the former MITSUMI and U-Shin archives. Several years across every type, so 5.
確認メモ（原文・英語）Named in the tanshin header - Jun Yutani, General Manager of Accounting Department, (03) 6758-6711. The Japanese IR top links IRお問い合わせ・資料請求 directly; the English IR top offers only the global 'Contact', whose form lists 'IR/Financial Data' among its inquiry types, beside an IR FAQ. A genuine route, shared.
確認メモ（原文・英語）Kabutan's TDnet list shows the English tanshin and deck on the same day and time as the Japanese every period: Q1 FY3/27 5 Aug 2026 15:30 (both tanshin and both decks); FY3/26 12 May 2026 (tanshin 15:30, decks 16:00, both languages); Q3 FY3/26 5 Feb 2026 15:30; Q2 FY3/26 6 Nov 2025 15:30. The English IR news lists them the same days. (The FY3/26 deck files on both sites now sit in 28 May folders, a re-upload made on both sides.) Same-day, every period, so 5.
確認メモ（原文・英語）Lags, English against Japanese. Q1 FY3/27 tanshin: 5 Aug / 5 Aug = 0 (TDnet). FY3/26 tanshin: 12 May / 12 May = 0. 80th AGM notice: 27 May 08:00 / 27 May 08:00 = 0 (TDnet). Corporate Governance Report: Japanese filed 29 Jun 2026 on TDnet; the English was posted on the site in the 8 Jul folder, PDF created 8 Jul = 9 days. Securities report: Japanese 24 Jun 2026, no English = >90. Median 0, so 5.
確認メモ（原文・英語）Kabutan's TDnet list, Sep 2025 to Oct 2026. Every Japanese timely disclosure has an English version filed at the same time: restricted stock plan for the ESOP (5 Aug 2026); business acquisition, articles amendment and personnel changes (12 May); forecast revision and finance income (11 May); Minebea Intec France put option (31 Mar); Sanken collaboration (27 Jan); Mitsumi Malaysia liquidation (24 Dec 2025); dividend forecast revision (6 Nov); HTK Europe sale (31 Oct); Tsubaki Nakashima completion (3 Oct); Shibaura Electronics tender result (12 Sep). The English TSE Filings page and IR news repeat them. The Japanese-only items are statutory filings (CG report, articles, independent officers notice, extraordinary report), counted under R2, and a site-only 一部報道について note of 5 Aug. All same day, so 5.
確認メモ（原文・英語）We rendered the English IR top, briefing, governance, meetings, contact and IR Disclaimer pages and read the visible text. No machine- or AI-translation notice, no translation pop-up, and nothing in any of the opened English documents. The AGM notice's '(Translation) ... for your reference and convenience only' is human-translation precedence language (R5). So 5.
確認メモ（原文・英語）The AGM notice is headed '(Translation)' and provided 'for your reference and convenience only and without any warranty'. The tanshin and the results presentation carry no such statement. Disclaimed on some documents.
Investor question: What portion of the target is funded and what return is expected? IR preparation: distinguish organic, M&A and capacity-project outcomes.
当調査の分析（会社の説明ではありません）
約束は具体的か5／5Sales, operating income, EPS growth and ROE targets are quantified under explicit scenarios.
実行の経過を追えるか4／5Capacity investments are progressing, but consolidated deployment and realized returns remain incomplete.
経済性を説明しているか5／5The plan links allocation, profitability and ROE and distinguishes organic from M&A paths.
目標に対する結果を報告しているか時期未到来The FY3/2029 endpoint is not due.