Japanese robotics giant Fanuc (TSE: 6954) is on the road to recovery in 2025. Visible Alpha consensus shows 2025 revenues are expected to see a moderate decline of -0.1% year-over-year due to lower sales in Europe, and the U.S., but a marked improvement from the -7% decline seen last year.
Fanuc’s Factory Automation and Robot Machine segments, which suffered steep revenue contractions of -28% and -22% last year, are forecast to rebound with growth of +11% and +24%, respectively. A resurgence in demand is also expected to lift total order value by +15% year-over-year to JP¥790 billion in 2025. However, order volumes over the next three years are forecast to remain below the peak levels seen in 2022–23, when post-pandemic pent-up demand fueled a surge in industrial automation investments.