ROHM Co., Ltd.

TSE:6963 Lagerbericht

Marktkapitalisierung: JP¥2.0t

ROHM Zukünftiges Wachstum

Future Kriterienprüfungen 3/6

ROHM wird ein jährliches Gewinn- und Umsatzwachstum von 96.1% bzw. 4.5% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 96.2% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 5.9% betragen.

Wichtige Informationen

96.1%

Wachstumsrate der Gewinne

96.20%

EPS-Wachstumsrate

Semiconductor Gewinnwachstum25.3%
Wachstumsrate der Einnahmen4.5%
Zukünftige Eigenkapitalrendite5.93%
Analystenabdeckung

Good

Zuletzt aktualisiert22 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Analyseartikel Feb 06

Earnings Miss: ROHM Co., Ltd. Missed EPS By 18% And Analysts Are Revising Their Forecasts

ROHM Co., Ltd. ( TSE:6963 ) shareholders are probably feeling a little disappointed, since its shares fell 6.8% to...
Analyseartikel Nov 09

ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

As you might know, ROHM Co., Ltd. ( TSE:6963 ) just kicked off its latest interim results with some very strong...
Analyseartikel Aug 06

ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

TSE:6963 1 Year Share Price vs Fair Value Explore ROHM's Fair Values from the Community and select yours ROHM Co., Ltd...

Recent updates

Narrativ-Update May 11

6963: Power Semiconductor M&A Uncertainty Will Continue To Cap Future Share Price Potential

Analysts have adjusted their view on ROHM with a revised price target of ¥2,944, reflecting updated assumptions around the discount rate and future P/E, while keeping revenue growth and profit margin expectations essentially unchanged. What's in the News DENSO proposed to acquire the remaining 95.2% of ROHM for an estimated US$8.3b, aiming for full ownership, before later withdrawing the offer after failing to secure support from ROHM's board and special committee (M&A announcement and cancellation).
Narrativ-Update Apr 22

6963: Power Semiconductor M&A Uncertainty Will Limit Future Share Price Upside

Analysts have raised their price target for ROHM from ¥2,838.89 to ¥2,944.44, citing slightly revised assumptions for discount rates, revenue, profit margins, and future P/E as the primary factors behind the adjustment. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A transaction announcement).
Narrativ-Update Apr 07

6963: Ongoing Takeover And Merger Talks Will Restrict Future Share Upside

Analysts have adjusted their price target for ROHM from ¥2,715 to about ¥2,839, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News DENSO Corporation has proposed acquiring the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A Transaction Announcements).
Narrativ-Update Mar 23

6963: Pending Takeover Talks Will Limit Future Upside Potential

Analysts have adjusted their price target on ROHM to ¥2,715 from ¥2,435, reflecting updated assumptions for profit margins, revenue growth and future P/E multiples. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would result in DENSO owning 100% of the company if completed (M&A transaction announcement).
Narrativ-Update Mar 08

6963: GaN Power Expansion And Pending Takeover Will Restrain Future Upside

Analysts have made a slight upward adjustment to their price target on ROHM, nudging fair value from ¥2,431.82 to ¥2,435.00 as they refresh their assumptions on the discount rate, revenue growth, profit margin, and future P/E. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A Transaction Announcements, March 6, 2026).
Narrativ-Update Feb 22

6963: Power Devices And Cost Discipline Will Shape Balanced Fair Value Outlook

Analysts have slightly raised their fair value estimate for ROHM from about ¥2,395 to roughly ¥2,432, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E. What's in the News ROHM introduced the BD9xxN5 Series of 500mA LDO regulator ICs using its Nano Cap technology, targeting 12V and 24V primary power supplies in automotive, industrial, and communications equipment, with an emphasis on stable operation using small capacitors and low output voltage ripple (Key Developments).
Neues Narrativ Feb 12

SiC Expansion And Margin Targets Will Likely Strain Capacity And Depress Returns

Catalysts About ROHM ROHM is a semiconductor manufacturer focused on power and analog technologies across automotive, industrial, consumer and AI server applications. What are the underlying business or industry changes driving this perspective?
Narrativ-Update Feb 07

6963: Product Pipeline And Cost Pressures Will Shape Balanced Fair Value Outlook

Analysts have raised their fair value estimate for ROHM from ¥2,240.91 to ¥2,395.45, citing slightly revised assumptions for the discount rate, revenue growth, profit margin and future P/E to support the higher price target. What's in the News ROHM introduced the BD9xxN5 Series of 500mA LDO regulator ICs using its Nano Cap control technology, aimed at 12V and 24V automotive, industrial and communication infrastructure power supplies, with a focus on stable operation using small capacitors and reduced output voltage ripple (Key Developments).
Analyseartikel Feb 06

Earnings Miss: ROHM Co., Ltd. Missed EPS By 18% And Analysts Are Revising Their Forecasts

ROHM Co., Ltd. ( TSE:6963 ) shareholders are probably feeling a little disappointed, since its shares fell 6.8% to...
Neues Narrativ Jan 28

Fair Long-Term View Centers On SiC Power Devices And Automotive Expansion

Catalysts About ROHM ROHM is a semiconductor company focused on power and analog technologies across automotive, industrial and consumer markets. What are the underlying business or industry changes driving this perspective?
Narrativ-Update Jan 24

6963: Elevated Multiple And Cost Pressures Will Constrain Product Ramp Upside

Analysts have lifted their fair value estimate for ROHM from ¥2,204.55 to ¥2,240.91, reflecting updated assumptions around discount rates, profit margins and future P/E that slightly adjust their overall price target outlook. What's in the News ROHM revised its consolidated earnings guidance for the year ending March 31, 2026, now projecting net sales of ¥460,000m, operating profit of ¥5,000m, profit attributable to owners of parent of ¥9,000m, and net income per share of ¥23.31, compared with prior guidance of net sales of ¥440,000m, operating profit of ¥4,000m, profit attributable to owners of parent of ¥7,000m, and net income per share of ¥18.14 (Corporate guidance).
Analyseartikel Jan 22

ROHM (TSE:6963) Has Announced A Dividend Of ¥25.00

The board of ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend on the 26th of June, with investors...
Narrativ-Update Jan 09

6963: Product Ramp And Raised Guidance Will Support Balanced Earnings Outlook

Analysts have kept their fair value estimate for ROHM steady at ¥2,204.55 while slightly adjusting inputs such as the discount rate and future P/E. This reflects fine tuning of their valuation framework rather than a major shift in outlook.
Analyseartikel Jan 08

ROHM (TSE:6963) Is Paying Out A Dividend Of ¥25.00

ROHM Co., Ltd. ( TSE:6963 ) will pay a dividend of ¥25.00 on the 26th of June. This makes the dividend yield 2.1...
Narrativ-Update Dec 22

6963: New Product Pipeline And Guidance Revision Will Support Balanced Profit Outlook

Analysts have modestly raised their price target on ROHM, reflecting slightly higher long term growth and profitability expectations. They are maintaining a fair value estimate of ¥2,204.55 per share, as incremental improvements in revenue growth and profit margins offset a marginally higher discount rate and a slightly lower assumed future P E multiple.
Analyseartikel Dec 21

ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00

ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 26th of June. This...
Narrativ-Update Dec 08

6963: New Guidance And Manufacturing Reorganization Will Support Balanced Profit Outlook

Analysts have slightly trimmed their price target on ROHM from approximately $2,222.73 to $2,204.55, reflecting a modest recalibration of valuation multiples, despite marginally higher revenue growth expectations and a lower discount rate. What's in the News Raising full year FY2026 guidance, ROHM now expects net sales of JPY 460 billion and profit attributable to owners of parent of JPY 9 billion, citing stronger first half demand in PCs, servers, and energy saving applications despite macro and cost headwinds (Corporate guidance) The Board approves an interim dividend for shareholders of record on September 30, 2025 and will review the year end dividend forecast, underscoring its policy of stable returns (Board meeting) The Board authorizes a reorganization of the Shiga Plant and four domestic manufacturing related entities into two dedicated wafer and assembly manufacturing companies to improve group manufacturing efficiency and productivity (Board meeting) ROHM launches volume production of multiple next generation power devices and modules, including SiC MOSFETs in TOLL packages, 2 in 1 SiC DOT 247 molded modules, and new high side smart switches aimed at automotive and industrial power density and efficiency gains (Product announcements) New sensing and protection components such as the RPR 0730 high speed optical sensor, the RBE01VYM6AFH Schottky barrier diode for high resolution image sensors, and the ultra low power TLR1901GXZ op amp target growth in ADAS, factory automation, and low power IoT applications (Product announcements) Valuation Changes Fair Value: Trimmed slightly from approximately ¥2,222.73 to ¥2,204.55, reflecting a modest downward revision in the intrinsic value estimate.
Analyseartikel Dec 07

ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00

ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 26th of June. The...
Narrativ-Update Nov 24

6963: New Guidance And Product Advances Will Support Balanced Profit Outlook

Analysts have raised their price target for ROHM from ¥2,204.55 to ¥2,222.73. This reflects their view of improved revenue growth prospects, despite greater caution on profit margins and valuation multiples.
Narrativ-Update Nov 09

6963: Future Margins And Reliability Initiatives Will Balance Slower Sales Momentum

Analysts have lowered their price target for ROHM, reducing the fair value estimate from ¥2,275 to approximately ¥2,204. This adjustment reflects updated assumptions on slower revenue growth and a higher discount rate, even as profit margin forecasts have improved.
Analyseartikel Nov 09

ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

As you might know, ROHM Co., Ltd. ( TSE:6963 ) just kicked off its latest interim results with some very strong...
Narrativ-Update Oct 26

Steady Outlook And Advanced Power Devices Will Shape Future Opportunities

Narrative Update on ROHM: Analyst Price Target Revision Analysts have maintained their price target for ROHM at ¥2,275. They cite stable expectations around key financial metrics and a steady outlook for the company's performance.
Narrativ-Update Oct 12

SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets

Analysts have raised their price target for ROHM from ¥2,149 to ¥2,275. This change reflects slightly higher expected revenue growth and updated market assumptions.
Narrativ-Update Sep 28

SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets

The upward revision in ROHM's consensus analyst price target to ¥2149 is primarily supported by an increase in its expected Future P/E, signaling higher anticipated growth or valuation multiples. What's in the News ROHM has developed the LogiCoA power supply solution, a hybrid analog-digital reference design using single-MCU control for both PFC and flyback converter topologies, enhancing precision and efficiency in industrial and consumer power supplies.
Analyseartikel Sep 23

ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00

The board of ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend on the 8th of December, with...
Narrativ-Update Sep 13

SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets

ROHM’s fair value was maintained with only a negligible upward revision in analyst price target to ¥2004, reflecting stable revenue growth forecasts and an unchanged discount rate. What's in the News ROHM announced the TLR1901GXZ, an ultra-compact CMOS op amp with the industry's lowest circuit current and high measurement accuracy, targeting handheld, wearable, and motion detection applications.
Analyseartikel Sep 09

ROHM (TSE:6963) Has Affirmed Its Dividend Of ¥25.00

The board of ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 8th of...
Narrativ-Update Aug 27

SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets

The modest upward revision in ROHM's consensus price target to ¥1894 primarily reflects a slight improvement in revenue growth forecasts, while the discount rate remains stable. What's in the News ROHM launched the AW2K21, an industry-leading 30V N-channel MOSFET in a 2.0mm x 2.0mm package, offering 2.0 milliohms ON-resistance and integrating bidirectional protection with significant reduction in footprint and power loss; miniaturization efforts continue with even smaller models under development.
Analyseartikel Aug 06

ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

TSE:6963 1 Year Share Price vs Fair Value Explore ROHM's Fair Values from the Community and select yours ROHM Co., Ltd...
Analyseartikel Jul 21

ROHM (TSE:6963) Is Due To Pay A Dividend Of ¥25.00

ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 8th of December. This...
Analyseartikel Jun 25

Subdued Growth No Barrier To ROHM Co., Ltd. (TSE:6963) With Shares Advancing 27%

ROHM Co., Ltd. ( TSE:6963 ) shareholders would be excited to see that the share price has had a great month, posting a...

Gewinn- und Umsatzwachstumsprognosen

TSE:6963 - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (JPY Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
3/31/2029556,70763,90822,414113,4143
3/31/2028530,18350,62658,257115,43910
3/31/2027503,74436,410111,125117,7929
3/31/2026481,148-158,443-21,51789,448N/A
12/31/2025473,339-35,478-44,15986,795N/A
9/30/2025460,672-41,840-57,32977,048N/A
6/30/2025446,395-50,587-59,69768,655N/A
3/31/2025448,466-50,090-51,83683,956N/A
12/31/2024457,2969,071N/AN/AN/A
9/30/2024460,48318,726-83,58994,055N/A
6/30/2024465,89337,296-77,083101,846N/A
3/31/2024467,78053,963-83,41582,858N/A
12/31/2023472,85057,499N/AN/AN/A
9/30/2023487,28965,523-31,70489,584N/A
6/30/2023502,93374,369N/AN/AN/A
3/31/2023507,88280,344-2,14198,628N/A
12/31/2022504,09486,324N/AN/AN/A
9/30/2022489,37988,1188,28097,634N/A
6/30/2022465,98281,293N/AN/AN/A
3/31/2022452,12466,79425,60292,181N/A
12/31/2021434,39866,481N/AN/AN/A
9/30/2021414,49655,24434,38879,595N/A
6/30/2021390,14541,321N/AN/AN/A
3/31/2021359,88836,96913,59845,975N/A
12/31/2020347,37523,017N/AN/AN/A
9/30/2020342,10024,41126,27758,152N/A
6/30/2020353,04027,018N/AN/AN/A
3/31/2020362,88525,59737,25179,131N/A
12/31/2019367,49823,483N/AN/AN/A
9/30/2019377,00028,186N/A70,067N/A
6/30/2019388,64736,911N/AN/AN/A
3/31/2019398,98945,442N/A65,991N/A
12/31/2018404,15946,322N/AN/AN/A
9/30/2018407,49345,088N/A69,417N/A
6/30/2018401,87241,375N/AN/AN/A
3/31/2018397,10737,249N/A74,727N/A
12/31/2017391,19135,796N/AN/AN/A
9/30/2017380,58841,400N/A73,541N/A
6/30/2017365,22434,604N/AN/AN/A
3/31/2017352,01026,431N/A67,397N/A
12/31/2016342,45519,224N/AN/AN/A
9/30/2016334,6197,644N/A67,556N/A
6/30/2016340,68116,177N/AN/AN/A
3/31/2016352,39725,685N/A78,901N/A
12/31/2015361,92738,449N/AN/AN/A
9/30/2015370,14649,953N/A82,153N/A
6/30/2015369,27550,081N/AN/AN/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: 6963 wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als schnelleres Wachstum als die Sparquote angesehen wird (0.8%).

Ertrag vs. Markt: 6963 wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als überdurchschnittliches Marktwachstum angesehen wird.

Hohe Wachstumserträge: 6963 wird voraussichtlich in den nächsten 3 Jahren rentabel werden.

Einnahmen vs. Markt: 6963Die Einnahmen des Unternehmens (4.5% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt JP (5.5% pro Jahr).

Hohe Wachstumseinnahmen: 6963Die Einnahmen des Unternehmens (4.5% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.


Wachstumsprognosen für den Gewinn je Aktie


Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: 6963Die Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (5.9%).


Wachstumsunternehmen entdecken

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/26 23:43
Aktienkurs zum Tagesende2026/05/26 00:00
Gewinne2026/03/31
Jährliche Einnahmen2026/03/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

ROHM Co., Ltd. wird von 22 Analysten beobachtet. 10 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Masaru KoshitaBarclays
Xin SunBernstein
Masashi KubotaBofA Global Research