6301 Komatsu
- Apr 26, 2025
- 1 min read
Updated: May 2, 2025
Komatsu is the world's second-largest construction machinery company. Widely active in Asia. Strong in IT utilization. Core components are made in Japan, with assembly localized.
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"The construction equipment industry will be broadly affected by Trump’s tariffs. Competitors like Caterpillar also import significant amounts from outside the U.S."
"Due to high transportation costs for heavy construction / mining equipment, makers assemble them near the demand market. With 9 main factories around the world, we can adjust production ratios ... but different story if tariffs are imposed on imports from ALL countries"
"We will seek to boost [tariff-proof] software license revenue on automation etc"
ー Komatsu president