Business Description
Fanuc Corporation engages in the development, manufacture, sale, and maintenance services of products used in automated production systems in Japan, the United States, Europe, China, the rest of Asia, and internationally. It offers CNC series, robots, and robomachine products, such as, compact machining centers, electric injection molding machines, wire electrical discharge machines; and field system basic package, and AI servo monitors, as well as servo motors, lasers. The company was incorporated in 1950 and is headquartered in Yamanashi, Japan.
Robotics Supply-Chain Role
Categories
skeleton
Exposure class
Direct Robot OEM
Component exposure
Global benchmark computer numerical controls (CNC) and heavy industrial arms
Canonical quote
6954.T (6954.T)
Bottleneck relevance
Scaling requires structural reliability, ease of servicing, field safety validation, and clear economic return configurations for enterprise clients.
Investment Thesis
- FANUC is mapped to Structural Skeleton & Full Platforms because its robotics-relevant role is: Global benchmark computer numerical controls (CNC) and heavy industrial arms.
- Exposure class is Direct Robot OEM, which helps investors separate direct platform bets from component and enabling-infrastructure leverage.
- The mapped bottleneck is investable because Scaling requires structural reliability, ease of servicing, field safety validation, and clear economic return configurations for enterprise clients.
Key Risks
- FANUC has more visible robotics exposure, but that can also increase sensitivity to adoption timing, capex cycles, and product execution.
- Platform companies may absorb integration risk, warranty risk, and long sales cycles before unit economics prove out.
- Large automation incumbents can have diluted robotics exposure because broader industrial demand drives consolidated results.
Fundamentals & Market Metrics
Latest price
JPY 7.07K
Market cap
JPY 6.6T
Enterprise value
JPY 6.24T
Revenue / TTM revenue
JPY 857.83B
Gross margin
38.29%
Operating margin
23.9%
EBITDA
JPY 231.54B
Free cash flow
JPY 159.45B
Net cash / (net debt)
JPY 753.87B
Derived from Yahoo Finance balance-sheet fields
As of Jul 07, 2026
Formula: Total cash - total debt
Source: Yahoo FinanceEPS / TTM EPS
178.7
P/E
39.57x
Dividend yield
1.43%
52-week high
JPY 8.88K
52-week low
JPY 3.7K
Operating cash flow
JPY 250.9B
Total cash
JPY 753.87B
Total debt
JPY 0
Valuation Metrics
EV/Sales
7.28x
Derived from latest available Yahoo Finance fields
As of Jul 07, 2026
Formula: EV/Sales = enterprise_value / revenue
Source: Derived from Yahoo FinanceEV/EBITDA
26.96x
Derived from latest available Yahoo Finance fields
As of Jul 07, 2026
Formula: EV/EBITDA = enterprise_value / EBITDA
Source: Derived from Yahoo FinanceP/FCF
41.39x
Derived from latest available Yahoo Finance fields
As of Jul 07, 2026
Formula: P/FCF = market_cap / free_cash_flow
Source: Derived from Yahoo Finance