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A Nidec executive stands in front of a screen reading 'All for dreams' at a company event
Photo: Reuters via MarketScreener

Nidec Stock Jumps 6% on Carlyle Unit Sale Talks

Yahoo Finance (Reuters)2 min read6 sources

Why is Nidec stock up today?

Nidec (6594.T) stock rose about 6% to around ¥2,390 on Wednesday after the motor maker confirmed final talks to sell its components unit to Carlyle for over $636 million.

Key numbers

Deal value¥100B+about $636M
Share move (Reuters)+6.5%Investing.com: +6.2% to ¥2,389
Yahoo Finance quote¥2,355+4.7% vs ¥2,250 prior close; sources differ
Expected impairment¥1Tabout $6.3B write-down
Year to date+11%per Reuters report

What happened

Nidec (6594.T) stock rose about 6% to around ¥2,390 on Wednesday after the motor maker confirmed final talks to sell its components unit to Carlyle for over $636 million. It would be Nidec's first major subsidiary sale. Nidec wants cash and a simpler business after an accounting scandal and an expected write-down (a one-time accounting loss) of about ¥1 trillion, mostly from electric-vehicle motors. Its CEO resigned this week, and delayed results were due Wednesday. The jump ended two days of losses.

Why it matters

Nidec is one of the world's largest makers of precision motors, used in cars and factory equipment, so its recovery matters to customers and shareholders. Selling a unit brings in cash and shows the company is willing to shrink to fix its problems. The stock is still unsettled, because the huge write-down and the accounting questions have not gone away.

Who this affects

Marketbullish
Low impact
Japanese stock investors see restructuring progress, a mild positive.
Companymixed
High impact
Nidec gains cash and focus; shareholders still face write-down.
Competitorsneutral
Low impact
Rivals unaffected for now; a private-equity-owned parts maker emerges.
Industryneutral
Low impact
Shows scandal-hit Japanese firms may sell parts to raise cash.

Nidec vs Murata, TDK, Yaskawa

Nidec6594.T¥2.7T+4.7%+11%13.3x
Murata Manufacturing6981.T¥14.2T-2.9%—37.5x
TDK6762.T¥5.7T+2.1%—19.0x
Yaskawa Electric6506.T¥1.2T-0.6%—27.2x

As of 2026-09-30

How we got here

  1. CEO Mitsuya Kishida resigns; Michio Kaida takes over as president and CEO.

  2. Nikkei reports Nidec expects impairment above ¥600B, up to about ¥1T in total.

  3. Nikkei reports final-stage talks to sell Nidec Components to Carlyle.

  4. Nidec confirms talks; shares jump; delayed earnings due same day.

What to watch

  • Nidec's long-delayed results and the size of the final write-down2026-09-30
  • Signed terms and price for the Nidec Components sale to CarlyleQ4 2026
  • Whether Tokyo exchange delisting risk, flagged after the scandal, eases (per)Q4 2026

Educational content only. Not investment advice.

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