Sumitomo Electric Industries
ConvictionContext
Diversified B2B manufacturer: ~400 consolidated subsidiaries selling wiring harnesses to global automakers, optical fiber/cables/devices to carriers and data centers, power cables and substation gear to utilities, and carbide tooling to industry; scale-driven, capex- and copper-intensive, mid-single-digit to high-single-digit operating margins
Revenue
JPY 5,110.2B~$35B), FY2025 ended Mar-2026 -- first year above the JPY 5T markRev growth
+9.2% YoYFY2025); 3-yr CAGR ~8.5% (FY2022 JPY 4,005.6B -> FY2025 JPY 5,110.2BGross margin
not disclosedin headline release (J-GAAP filer; company reports at operating levelOp margin
8.2%FY2025, OP JPY 418.2B, +30.4% YoY, record highCapex intensity
~4.8% of salesJPY 243.2B, FY2025); set to rise -- Mid-term Plan 2028 commits cumulative JPY 1T investment FY2026-FY2028 into the three focus domainsMarket cap
~$51BJPY 7.49T, TSE quote 2026-07-09Members only
Full financial intelligence for Sumitomo Electric Industries
Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range
Not investment advice — analyst work product for a qualified professional.· intel vintage 2026-07· sign in (free) for the analyst summary; Pro unlocks full intelligence