ROHM Crecimiento futuro
Future controles de criterios 3/6
Se prevé un crecimiento anual de los beneficios y los ingresos de ROHM de 96.1% y 4.5% por año respectivamente. Se prevé que el BPA crezca en un 96.2% al año. Se espera que la rentabilidad financiera sea de 5.9% en 3 años.
Información clave
96.1%
Tasa de crecimiento de los beneficios
96.20%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Semiconductor | 24.9% |
| Tasa de crecimiento de los ingresos | 4.5% |
| Rentabilidad financiera futura | 5.93% |
| Cobertura de analistas | Good |
| Última actualización | 22 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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
Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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).
Nueva narrativa • 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?Actualización de narrativa • 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).Artículo de análisis • 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...
Nueva narrativa • 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?Actualización de narrativa • 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).Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 3/31/2029 | 556,707 | 63,908 | 22,414 | 113,414 | 3 |
| 3/31/2028 | 530,183 | 50,626 | 58,257 | 115,439 | 10 |
| 3/31/2027 | 503,744 | 36,410 | 111,125 | 117,792 | 9 |
| 3/31/2026 | 481,148 | -158,443 | -21,517 | 89,448 | N/A |
| 12/31/2025 | 473,339 | -35,478 | -44,159 | 86,795 | N/A |
| 9/30/2025 | 460,672 | -41,840 | -57,329 | 77,048 | N/A |
| 6/30/2025 | 446,395 | -50,587 | -59,697 | 68,655 | N/A |
| 3/31/2025 | 448,466 | -50,090 | -51,836 | 83,956 | N/A |
| 12/31/2024 | 457,296 | 9,071 | N/A | N/A | N/A |
| 9/30/2024 | 460,483 | 18,726 | -83,589 | 94,055 | N/A |
| 6/30/2024 | 465,893 | 37,296 | -77,083 | 101,846 | N/A |
| 3/31/2024 | 467,780 | 53,963 | -83,415 | 82,858 | N/A |
| 12/31/2023 | 472,850 | 57,499 | N/A | N/A | N/A |
| 9/30/2023 | 487,289 | 65,523 | -31,704 | 89,584 | N/A |
| 6/30/2023 | 502,933 | 74,369 | N/A | N/A | N/A |
| 3/31/2023 | 507,882 | 80,344 | -2,141 | 98,628 | N/A |
| 12/31/2022 | 504,094 | 86,324 | N/A | N/A | N/A |
| 9/30/2022 | 489,379 | 88,118 | 8,280 | 97,634 | N/A |
| 6/30/2022 | 465,982 | 81,293 | N/A | N/A | N/A |
| 3/31/2022 | 452,124 | 66,794 | 25,602 | 92,181 | N/A |
| 12/31/2021 | 434,398 | 66,481 | N/A | N/A | N/A |
| 9/30/2021 | 414,496 | 55,244 | 34,388 | 79,595 | N/A |
| 6/30/2021 | 390,145 | 41,321 | N/A | N/A | N/A |
| 3/31/2021 | 359,888 | 36,969 | 13,598 | 45,975 | N/A |
| 12/31/2020 | 347,375 | 23,017 | N/A | N/A | N/A |
| 9/30/2020 | 342,100 | 24,411 | 26,277 | 58,152 | N/A |
| 6/30/2020 | 353,040 | 27,018 | N/A | N/A | N/A |
| 3/31/2020 | 362,885 | 25,597 | 37,251 | 79,131 | N/A |
| 12/31/2019 | 367,498 | 23,483 | N/A | N/A | N/A |
| 9/30/2019 | 377,000 | 28,186 | N/A | 70,067 | N/A |
| 6/30/2019 | 388,647 | 36,911 | N/A | N/A | N/A |
| 3/31/2019 | 398,989 | 45,442 | N/A | 65,991 | N/A |
| 12/31/2018 | 404,159 | 46,322 | N/A | N/A | N/A |
| 9/30/2018 | 407,493 | 45,088 | N/A | 69,417 | N/A |
| 6/30/2018 | 401,872 | 41,375 | N/A | N/A | N/A |
| 3/31/2018 | 397,107 | 37,249 | N/A | 74,727 | N/A |
| 12/31/2017 | 391,191 | 35,796 | N/A | N/A | N/A |
| 9/30/2017 | 380,588 | 41,400 | N/A | 73,541 | N/A |
| 6/30/2017 | 365,224 | 34,604 | N/A | N/A | N/A |
| 3/31/2017 | 352,010 | 26,431 | N/A | 67,397 | N/A |
| 12/31/2016 | 342,455 | 19,224 | N/A | N/A | N/A |
| 9/30/2016 | 334,619 | 7,644 | N/A | 67,556 | N/A |
| 6/30/2016 | 340,681 | 16,177 | N/A | N/A | N/A |
| 3/31/2016 | 352,397 | 25,685 | N/A | 78,901 | N/A |
| 12/31/2015 | 361,927 | 38,449 | N/A | N/A | N/A |
| 9/30/2015 | 370,146 | 49,953 | N/A | 82,153 | N/A |
| 6/30/2015 | 369,275 | 50,081 | N/A | N/A | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: Se prevé que 6963 sea rentable en los próximos 3 años, lo que se considera un crecimiento más rápido que la tasa de ahorro (0.8%).
Beneficios vs. Mercado: Se prevé que 6963 sea rentable en los próximos 3 años, lo que se considera un crecimiento del mercado superior a la media.
Beneficios de alto crecimiento: Se espera que 6963 sea rentable en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (4.5% al año) de 6963 crezcan más despacio que el mercado de JP (5.4% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 4.5% al año) de 6963 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 6963 sea baja dentro de 3 años (5.9%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/25 16:19 |
| Precio de las acciones al final del día | 2026/05/25 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2026/03/31 |
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 tenemos 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
ROHM Co., Ltd. está cubierta por 22 analistas. 10 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 |
|---|---|
| Masaru Koshita | Barclays |
| Xin Sun | Bernstein |
| Masashi Kubota | BofA Global Research |