IHI Community

Key Takeaways Demand for civil aero engine spare parts and recurring revenues will drive long-term top-line growth and support earnings stability. Strategic focus on high-margin medtech and innovative technologies positions IHI for sustained margin expansion and industry tailwinds.

Key Takeaways Strong sales in civil aero engines spare parts may not be sustainable, risking future revenue declines and overoptimistic stock valuations. Improper conduct in Power Systems and seasonal downturns could hurt net margins and revenue, with rising SG&A expenses adding further pressure.

Key Takeaways Government cost controls, regulatory pressures, and global trade disruptions threaten IHI's revenue growth, pricing power, and margins across core business segments. Reliance on mature products, increased competition, and mounting compliance costs are likely to limit organic growth and compress long-term profitability.