THK Crecimiento futuro
Future controles de criterios 3/6
Se prevé un crecimiento anual de los beneficios y los ingresos de THK de 15.4% y 6.7% por año respectivamente. Se prevé que el BPA crezca en un 16.9% al año. Se espera que la rentabilidad financiera sea de 12.6% en 3 años.
Información clave
15.4%
Tasa de crecimiento de los beneficios
16.87%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Machinery | 10.4% |
| Tasa de crecimiento de los ingresos | 6.7% |
| Rentabilidad financiera futura | 12.65% |
| Cobertura de analistas | Good |
| Última actualización | 16 Jun 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • Jun 25
6481: Post Automotive Exit Re Rating Will Face Pressure Beyond Peak AI Cycle
Analysts have raised THK's implied fair value and long term P/E assumptions, increasing the Street price target from ¥5,200 to ¥7,500 as they incorporate updated views on the company's role beyond the peak AI spending cycle. What’s in the News for THK THK revised consolidated guidance for the six months ending June 30, 2026, and now expects revenue of ¥138,000 million, operating income of ¥15,400 million, and profit attributable to owners of the parent of ¥10,500 million, citing stronger than originally forecast orders in industrial machinery across Japan and other regions.Actualización de narrativa • Jun 10
6481: Post Automotive Exit Re Rating Looks Vulnerable To Lower Future P E
Analysts have lifted their price target on THK stock to ¥7,500 from ¥5,200, pointing to updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. These changes reflect a more balanced view of demand beyond the current AI spending cycle.
Actualización de narrativa • May 26
6481: Upgraded Margin Outlook And Higher P/E Assumptions Will Support Stronger Earnings Base
Analysts have lifted their fair value estimate for THK from ¥6,020 to ¥9,550, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple as key drivers of the new price target. What's in the News THK revised consolidated guidance for the six months ending June 30, 2026, now expecting revenue of ¥138,000 million, operating income of ¥15,400 million, and profit attributable to owners of the parent of ¥10,500 million, compared with prior guidance of ¥127,000 million, ¥10,200 million, and ¥8,300 million respectively (Key Developments).Actualización de narrativa • May 06
6481: Higher Assumed P/E Will Likely Limit Future Equity Returns
Analysts have raised their price target on THK to ¥3,787 from ¥2,999, citing updated assumptions for revenue growth, profit margins, and an increased future P/E multiple. What's in the News Board meeting scheduled for March 20, 2026 to consider disposing of treasury stock, which could affect share count and capital structure if approved (Board Meeting).
Actualización de narrativa • Apr 21
6481: Stable Assumptions And Governance Moves Will Shape Balanced Future Outlook
Analysts have kept their ¥5,376 price target on THK steady, with only small adjustments to assumptions such as discount rate, revenue growth, profit margin and future P/E that fine tune rather than reset their view on the stock. What's in the News Board meeting scheduled for March 20, 2026, with an agenda item to consider disposal of treasury stock, which could affect share count and capital structure if approved (Key Developments).Actualización de narrativa • Apr 07
6481: Higher Profitability Assumptions And Capital Moves Will Shape Balanced Outlook
Analysts have lifted their fair value estimate for THK from about ¥4,400 to roughly ¥5,400, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple as key drivers behind the higher price target. What's in the News Board meeting scheduled for March 20, 2026 to consider disposal of treasury stock, which could affect share count and capital structure if approved (company board meeting) Resolution passed on February 19, 2026 to change THK's accounting auditor from Grant Thornton Taiyo LLC, with a proposal for a new auditor to be submitted at the 56th general shareholders meeting on March 20, 2026 (Audit & Supervisory Committee meeting) Board meeting held on February 12, 2026 to consider and approve Special Measures for the Next Career Support Program for employees, indicating ongoing adjustments in workforce and human capital policies (company board meeting) Board meeting on February 2, 2026 to review transfer of shares of consolidated subsidiaries and assignment of receivables, indicating changes in group structure and internal financing arrangements (company board meeting) Valuation Changes Fair Value: raised from about ¥4,441 to roughly ¥5,376, reflecting higher assumptions in the model.Actualización de narrativa • Mar 24
6481: Higher Margin Outlook And Governance Changes Will Set Up A Stronger Earnings Base
Analysts have raised their price target for THK to ¥6,020 from ¥5,310, citing updated assumptions for higher revenue growth, a stronger profit margin outlook, a slightly lower discount rate, and a revised future P/E expectation. What's in the News A board meeting is scheduled for March 20, 2026, to consider the disposal of treasury stock, which could affect share count and capital structure if approved (Key Developments).Actualización de narrativa • Mar 09
6481: Lower Profit Margin Outlook Will Pressure Future Equity Returns
Analysts have lifted their price target on THK from about ¥2,857 to roughly ¥2,999, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and a higher expected future P/E multiple. What's in the News THK resolved at its Audit & Supervisory Committee meeting on February 19, 2026, to change its accounting auditor from Grant Thornton Taiyo LLC and plans to submit the appointment of a new accounting auditor to the 56th general shareholders meeting on March 20, 2026 (Key Developments).Actualización de narrativa • Feb 23
6481: Lower Future P/E Assumptions Will Pressure Equity Returns
Analysts have reduced their price target on THK to ¥2,856.81 from ¥3,034.68 after revising their assumptions on revenue growth, profit margins, the discount rate and the future P/E, which has changed their view of fair value. What's in the News A board meeting is scheduled for February 12, 2026 to consider and approve Special Measures for the Next Career Support Program for employees, highlighting a focus on workforce related policies (Key Developments).Artículo de análisis • Feb 13
Need To Know: This Analyst Just Made A Substantial Cut To Their THK Co., Ltd. (TSE:6481) Estimates
The analyst covering THK Co., Ltd. ( TSE:6481 ) delivered a dose of negativity to shareholders today, by making a...Artículo de análisis • Feb 09
Revenues Not Telling The Story For THK Co., Ltd. (TSE:6481) After Shares Rise 25%
The THK Co., Ltd. ( TSE:6481 ) share price has done very well over the last month, posting an excellent gain of 25...Actualización de narrativa • Feb 09
6481: Weaker Industrial Machinery Outlook And Tariff Headwinds Will Pressure Earnings
Analysts have modestly lifted their fair value estimate for THK from ¥4,322 to ¥4,442, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Board meeting scheduled for February 2, 2026, to discuss the transfer of shares of consolidated subsidiaries and the assignment of receivables, which could reshape parts of the group structure (Key Developments).Actualización de narrativa • Jan 26
6481: Tariff And Restructuring Headwinds Will Set Up A Stronger Earnings Base
Analysts have revised their view on THK's outlook, keeping fair value steady at ¥5,310.0 while adjusting their assumptions for discount rate, revenue growth, profit margin, and future P/E to reflect a more updated mix of risk and earnings. What's in the News THK revised its consolidated earnings guidance for the year ending December 31, 2025, now expecting revenue of ¥360,000 million, operating income of ¥16,000 million, and profit attributable to owners of the parent of ¥10,000 million, or earnings per share of ¥89.27, compared with prior guidance of revenue of ¥363,500 million, operating income of ¥23,500 million, and profit attributable to owners of the parent of ¥18,000 million, or earnings per share of ¥148.14 (company guidance).Actualización de narrativa • Jan 11
6481: Weaker Industrial Orders And Tariff Costs Will Pressure Earnings
Analysts have raised their fair value estimate for THK from ¥3,021.55 to ¥3,034.68, reflecting updated assumptions of higher revenue growth, slightly stronger profit margins, a modestly higher discount rate, and a lower future P/E. What's in the News THK lowered its consolidated earnings guidance for the year ending December 31, 2025, now guiding to revenue of ¥360,000 million, operating income of ¥16,000 million, and profit attributable to owners of the parent of ¥10,000 million, or earnings per share of ¥89.27, compared with its earlier outlook.Artículo de análisis • Dec 22
Calculating The Intrinsic Value Of THK Co., Ltd. (TSE:6481)
Key Insights THK's estimated fair value is JP¥3,541 based on 2 Stage Free Cash Flow to Equity THK's JP¥4,061 share...Actualización de narrativa • Dec 14
6481: Higher Discount Rate And Weaker Orders Will Pressure Earnings
Narrative Update The analyst price target for THK has been trimmed slightly. Fair value is edging down by approximately ¥0.34 per share as analysts factor in a higher discount rate and more moderate revenue growth assumptions, partially offset by a modestly improved profit margin outlook and a marginally lower future P/E multiple.Artículo de análisis • Dec 06
Does THK (TSE:6481) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Artículo de análisis • Nov 13
THK Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Last week, you might have seen that THK Co., Ltd. ( TSE:6481 ) released its quarterly result to the market. The early...Artículo de análisis • Oct 01
THK (TSE:6481) Is Experiencing Growth In Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Artículo de análisis • Sep 09
Calculating The Intrinsic Value Of THK Co., Ltd. (TSE:6481)
Key Insights Using the 2 Stage Free Cash Flow to Equity, THK fair value estimate is JP¥3,747 Current share price of...Artículo de análisis • Aug 08
THK Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Last week, you might have seen that THK Co., Ltd. ( TSE:6481 ) released its half-year result to the market. The early...Artículo de análisis • Jul 24
Investors Interested In THK Co., Ltd.'s (TSE:6481) Earnings
With a price-to-earnings (or "P/E") ratio of 51.2x THK Co., Ltd. ( TSE:6481 ) may be sending very bearish signals at...Nueva narrativa • Jun 15
Lean Reforms And Automation Will Drive Global Efficiency
Structural reforms, automation investments, and resource reallocation are aimed at improving profitability, operating margins, and revenue resilience through efficiency and market diversification.Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 322,490 | 36,120 | 31,074 | 50,670 | 10 |
| 12/31/2027 | 314,716 | 33,794 | 31,568 | 49,641 | 12 |
| 12/31/2026 | 295,139 | 29,618 | 25,964 | 46,037 | 10 |
| 3/31/2026 | 255,306 | 14,702 | 21,760 | 38,965 | N/A |
| 12/31/2025 | 240,444 | 10,149 | 23,853 | 42,748 | N/A |
| 9/30/2025 | 355,856 | 6,503 | 15,124 | 36,741 | N/A |
| 6/30/2025 | 349,154 | 6,953 | 6,241 | 30,200 | N/A |
| 3/31/2025 | 352,578 | 8,798 | 6 | 26,946 | N/A |
| 12/31/2024 | 352,759 | 10,439 | -1,151 | 28,412 | N/A |
| 9/30/2024 | 348,950 | 13,514 | 3,889 | 32,542 | N/A |
| 6/30/2024 | 346,197 | 13,569 | 7,501 | 36,714 | N/A |
| 3/31/2024 | 343,529 | 13,467 | 15,609 | 43,554 | N/A |
| 12/31/2023 | 351,939 | 18,398 | 12,287 | 39,332 | N/A |
| 9/30/2023 | 374,270 | 11,958 | 18,623 | 46,312 | N/A |
| 6/30/2023 | 392,610 | 18,874 | 21,476 | 49,867 | N/A |
| 3/31/2023 | 399,127 | 21,195 | 15,303 | 44,766 | N/A |
| 12/31/2022 | 393,687 | 21,198 | 8,154 | 37,561 | N/A |
| 9/30/2022 | 375,578 | 33,408 | -3,101 | 23,820 | N/A |
| 6/30/2022 | 353,818 | 29,852 | -15,003 | 10,488 | N/A |
| 3/31/2022 | 335,533 | 27,203 | -14,195 | 8,614 | N/A |
| 12/31/2021 | 318,188 | 23,007 | -3,605 | 15,643 | N/A |
| 9/30/2021 | 292,608 | 6,413 | 3,126 | 20,741 | N/A |
| 6/30/2021 | 266,987 | 887 | 11,221 | 26,373 | N/A |
| 3/31/2021 | 234,315 | -4,639 | 8,550 | 24,173 | N/A |
| 12/31/2020 | 218,998 | -9,992 | 7,390 | 25,399 | N/A |
| 9/30/2020 | 216,145 | -1,096 | N/A | N/A | N/A |
| 6/30/2020 | 228,516 | -1,523 | 7,919 | 29,730 | N/A |
| 3/31/2020 | 253,700 | 3,382 | N/A | N/A | N/A |
| 12/31/2019 | 274,599 | 11,690 | N/A | 28,383 | N/A |
| 9/30/2019 | 303,246 | 16,213 | N/A | N/A | N/A |
| 6/30/2019 | 323,163 | 25,648 | N/A | 40,392 | N/A |
| 3/31/2019 | 342,418 | 31,866 | N/A | N/A | N/A |
| 12/31/2018 | 353,479 | 35,400 | N/A | 55,177 | N/A |
| 12/31/2017 | 382,137 | 34,305 | N/A | 34,155 | N/A |
| 9/30/2017 | 339,713 | 29,305 | N/A | 39,572 | N/A |
| 6/30/2017 | 328,856 | 24,925 | N/A | N/A | N/A |
| 3/31/2017 | 273,577 | 16,731 | N/A | 40,175 | N/A |
| 12/31/2016 | 270,182 | 13,483 | N/A | N/A | N/A |
| 9/30/2016 | 264,524 | 11,094 | N/A | 30,807 | N/A |
| 6/30/2016 | 252,943 | 8,928 | N/A | N/A | N/A |
| 3/31/2016 | 240,478 | 13,575 | N/A | 19,753 | N/A |
| 12/31/2015 | 230,112 | 15,773 | N/A | N/A | N/A |
| 9/30/2015 | 223,657 | 19,527 | N/A | 20,772 | N/A |
| 6/30/2015 | 221,893 | 23,218 | N/A | N/A | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (15.4% al año) de 6481 es superior a la tasa de ahorro (0.8%).
Beneficios vs. Mercado: Se prevé que los beneficios (15.4% al año) de 6481 crezcan más rápidamente que el mercado JP (9.8% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de 6481 crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (6.7% al año) de 6481 crezcan más rápidamente que los del mercado JP (6.6% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 6.7% al año) de 6481 crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de 6481 sea baja dentro de 3 años (12.6%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/26 21:01 |
| Precio de las acciones al final del día | 2026/06/26 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
THK Co., Ltd. está cubierta por 23 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Tsutomu Kijima | Barclays |
| Kenjin Hotta | BofA Global Research |
| Graeme McDonald | Citigroup Inc |