Industrial automation segment has underperformed peers (Keyence, Fanuc) badly through this cycle, with margins compressed and restructuring charges recurring. Healthcare blood pressure monitor business is steady but small. Management's transformation plan keeps slipping on execution.
Thesis reviewed May 29, 2026
Omron Corporation is headquartered in Japan, which is currently showing moderate signals.
🇯🇵Japan52NEUTRALView Japan risk detail →🏭Industrials29WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| WM | Waste Management, Inc. | 36 | +3% | ↓6% | NEUTRAL |
| NSC | Norfolk Southern Corporation | 36 | +3% | ↓6% | NEUTRAL |
| HON | Honeywell International Inc. | 33 | +8% | ↓6% | EARLY |
| PH | Parker Hannifin Corporation | 33 | +9% | ↓6% | EARLY |
| ETN | Eaton Corporation plc | 33 | +16% | ↓6% | EARLY |
| OTIS | Otis Worldwide Corporation | 33 | +7% | ↓6% | NEUTRAL |
| UNP | Union Pacific Corporation | 33 | +7% | ↓6% | EARLY |
Investors who hold OMRNY may also have indirect exposure through these country funds.
Omron announces second restructuring program in 18 months; 2,000 jobs to be cut
Industrial automation segment posts operating loss for Q3
Healthcare segment growth +9% YoY, the only bright spot
Estimates · Yahoo Finance · Not audited figures