Expand image📰00Read later0Read MoreKomatsu: Paid By The Ton, Not The TruckAll Articles on Seeking Alpha·about 19 hours ago#jWMo2gLd#seekingalpha#service#parts#sales#demand+3 more🧰Tag tools✨Add tagReading 0:0015s thresholdBookmarkHomeLatest ArticlesSummaryKomatsu Ltd. sells machines that remain in service for years, generating ongoing demand for replacement parts, maintenance and automation upgrades.Aftermarket parts and service accounted for about 50% of company-wide revenue in the first quarter of fiscal 2026.The service business helps cushion downturns, and early demand signals suggest the equipment cycle may now be turning in Komatsu’s favor.June-quarter sales rose nearly 15%, parts sales increased 18% and management raised its full-year sales and profit forecasts.At today’s valuation, we believe the market still prices Komatsu primarily as a cyclical equipment maker.
HomeLatest ArticlesSummaryKomatsu Ltd. sells machines that remain in service for years, generating ongoing demand for replacement parts, maintenance and automation upgrades.Aftermarket parts and service accounted for about 50% of company-wide revenue in the first quarter of fiscal 2026.The service business helps cushion downturns, and early demand signals suggest the equipment cycle may now be turning in Komatsu’s favor.June-quarter sales rose nearly 15%, parts sales increased 18% and management raised its full-year sales and profit forecasts.At today’s valuation, we believe the market still prices Komatsu primarily as a cyclical equipment maker.
