Industrial robotics demand inflecting upward as US/EU reshoring CapEx accelerates and Chinese automotive OEMs build out new EV lines. Fanuc's CNC and yellow-robot duopoly with ABB is structurally protected. Margins still depressed vs. 2018 peak β operating leverage from here is significant if orders hold.
Thesis reviewed May 29, 2026
Fanuc Corporation is headquartered in Japan, which is currently showing moderate signals.
π―π΅Japan64NEUTRALView Japan risk detail βπIndustrials27WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| CARR | Carrier Global Corporation | 32 | +10% | β6% | EARLY |
| UPS | United Parcel Service, Inc. | 32 | -10% | β6% | AVOID |
| HON | Honeywell International Inc. | 32 | +8% | β6% | EARLY |
| PH | Parker Hannifin Corporation | 32 | +9% | β6% | EARLY |
| EMR | Emerson Electric Co. | 32 | +6% | β6% | EARLY |
| NSC | Norfolk Southern Corporation | 32 | +3% | β6% | NEUTRAL |
| ERJ | Embraer SA | 32 | +13% | β6% | EARLY |
Investors who hold FANUY may also have indirect exposure through these country funds.
Fanuc Q4 orders up 24% YoY led by China EV and India auto capacity
Tesla Gigafactory Mexico awards major welding-robot package to Fanuc
Humanoid robot R&D collaboration announced with Preferred Networks
Estimates Β· Yahoo Finance Β· Not audited figures