Japan Machinery Sector: June 2026 machine tool orders (final): Order growth progressing in a wide range of areas

Research evidence excerpt

Japan Machinery Sector: June 2026 machine tool orders (final): Order growth progressing in a wide range of areas

Global Research

29 July 2026ab

Japan Machinery Sector Equities

JapanJune 2026 machine tool orders (final): Order

growth progressing in a wide range of areas Factory Equipment

Tsubasa Sasaki

Analyst

tsubasa.sasaki@ubs.com

Order growth progressing in a wide range of countries, regions, and industries +813-5208 6207

The JMTBA announced June 2026 final machine tool orders at 3:00 pm on 29 July.

Machine tool orders in June 2026 reached a record high, confirming that the demand

environment surrounding machine tools and factory automation (FA) is very strong, with

orders expanding across a wide range of countries, regions, and industries. By industry,

strength in orders for electrical/precision equipment, including AI- and semiconductor-

related demand, continued, while orders for aerospace/shipbuilding/transportation

machinery also remained at high levels. In addition, automotive orders are on a recovery

trend, which is positive as it indicates a broadening of the demand growth. These trends

are consistent with Keyence’s Q1 FY3/27 results announced on 28 July. The company’s

Q1 results showed sales growth across regions and industries, indicating that a recovery

in capex is progressing globally. Although geopolitical risks remain an uncertainty, global

capex is in a recovery phase. In addition to AI- and semiconductor-related demand,

orders for aerospace, automotives and general industry are expanding, and we expect

solid machine tool orders to continue for the time being.

Overview of final machine tool orders in June 2026

Machine tool orders in June totalled ¥203.5bn (+53% yoy, +15% mom). By region,