Murata Manufacturing Co Ltd

6981: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Murata Manufacturing Earnings: AI Demand and MLCC Supply Constraints Offer Upside; Fair Value Up 6%

Kazunori Ito

Aug 3, 2026

Murata Manufacturing's June-quarter sales rose 21% year over year and operating income surged 60%, driven by a weaker yen and robust passive component demand for artificial intelligence data centers and automobiles. It raised full-year sales and operating income guidance by 8% and 13%, respectively.

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United States

Murata Manufacturing Co Ltd

Murata Manufacturing Earnings: AI Demand and MLCC Supply Constraints Offer Upside; Fair Value Up 6%

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