bullish

Mitsubishi Electric’s Nozomi Networks Acquisition, a Potential Catalyst

Jay has highlighted this Insight as a Top Pick
1.7k Views13 Sep 2025 18:10
​Mitsubishi Electric's acquisition of Nozomi Networks signals a strategic shift towards becoming a leading industrial cybersecurity solutions provider, with a focus on operational technology security
What is covered in the Full Insight:
  • Introduction
  • Strategic Rationale and Synergies
  • Financial Commitment and Ambition
  • Deal Structure and Regulatory Considerations
  • Conclusion and Market Outlook
Boomeranged on Mon, 3 Nov 2025 15:39
Mitsub. Elec had exciting H1 results Fri.: revenue 2732.5B (88.9B) and operating profit 224.3B (+47.6B), driven by Infrastructure sales, revenues in digital manufacturing, infrastructure and security solutions business. FCF up sharply 297.9B 1HFY26 vs 152.9B 1HFY25. FY26 revenue was raised to 5,670B (raised 270B from prev. forecast). About in line with our positive expectations.
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