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DMG Mori Lifts Profit Forecast as Aerospace and Chip Orders Surge

Machine-tool orders at DMG Mori rose 34.8% in the first half on aerospace, defense and semiconductor-equipment demand, prompting the company to raise its full-year operating profit forecast 7.1% to ¥30.0bn and its order target to ¥630.0bn.

Aug 4, 20262 min readDMG MORI CO., LTD.6141
A five-axis CNC machining center cutting a metal part on a factory floor, with a robotic loading arm and status gauges visible in the background.

DMG Mori's order book jumped 34.8% in the first half of 2026, to ¥335.2bn, with the pace accelerating each quarter: orders rose 28.8% in the first three months of the year and 40.5% in the second. On August 4 the machine-tool maker revised upward the full-year earnings guidance it had issued on May 1, lifting its operating profit forecast for the year to December 2026 by 7.1% to ¥30.0bn and its revenue forecast by 2.7% to ¥580.0bn. Net profit attributable to owners of the parent was raised 3.3% to ¥15.5bn.

DMG Mori's Revised Full-Year Guidance
Figures cover the year to December 2026; yen amounts rounded for display.
MetricPrevious ForecastRevised ForecastChange
Revenue¥565.0bn¥580.0bn+2.7%
Operating profit¥28.0bn¥30.0bn+7.1%
Net profit attributable to owners¥15.0bn¥15.5bn+3.3%
Full-year order target¥580.0bn¥630.0bn+20.4%

The order momentum carries into the second half. Backlog for machine bodies rose to ¥303.0bn at the end of June, up from ¥240.0bn six months earlier, giving the company visibility into sales it expects to book from July onward. Management pointed to aerospace, space, defense, power generation, energy, shipbuilding, semiconductor-related and medical customers as the strongest sources of demand, linking the increase to expanding defense budgets abroad and to semiconductor-related capital spending tied to AI chipmaking. Orders for five-axis and multi-tasking "MX" machines climbed alongside orders for simpler "BX" basic machines, with the company describing growth as balanced between the two categories.

Orders for maintenance, spare parts and engineering work, the recurring-revenue side of the business, rose 23.3% to ¥73.7bn. The average order value per machine rose to ¥81.8mn from a 2025 average of ¥79.6mn, consistent with customers buying higher-specification equipment rather than simply ordering more units.

DMG Mori attributed the guidance increase to strong global order flow and to continued yen weakness against the euro, and it now assumes exchange rates of ¥154.1 to the dollar and ¥182.3 to the euro for the full year. For the first half itself, revenue rose 21.6% to ¥276.7bn and operating profit rose 43.0% to ¥9.3bn, with net profit attributable to owners more than doubling to ¥4.4bn.

The company also raised its own full-year order target to ¥630.0bn from ¥580.0bn, a 20.4% increase from the prior year. That outlook rests on the same cluster of sectors already driving 2026 orders: aerospace, defense, energy, shipbuilding, semiconductor equipment and medical customers, not a broader upturn across industrial machinery.