AGC Inc.

TSE:5201 Rapport sur les actions

Capitalisation boursière : JP¥1.5t

AGC Croissance future

Future contrôle des critères 2/6

AGC devrait augmenter ses bénéfices et son chiffre d'affaires de 11.1% et de 3.2% par an respectivement. Le BPA devrait croître de de 11.1% par an. Le rendement des capitaux propres devrait être 7.2% dans 3 ans.

Informations clés

11.1%

Taux de croissance des bénéfices

11.09%

Taux de croissance du BPA

Building croissance des bénéfices9.0%
Taux de croissance des recettes3.2%
Rendement futur des capitaux propres7.19%
Couverture par les analystes

Good

Dernière mise à jour04 Jun 2026

Mises à jour récentes de la croissance future

Article d’analyse • Nov 07

Earnings Update: AGC Inc. (TSE:5201) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

Investors in AGC Inc. ( TSE:5201 ) had a good week, as its shares rose 6.4% to close at JP¥5,129 following the release...

Recent updates

Mise à jour du récit • Jun 06

5201: Sustainability Progress And 2026 Plan Will Support Measured Fair Share Pricing

Analysts now place AGC's price target at about ¥7,100, up from roughly ¥5,900, citing updated assumptions that include a lower discount rate, slightly higher expectations for revenue growth and profit margins, and a higher future P/E multiple. What's in the News AGC Inc.
Nouveau récit • May 24

Rising Semiconductor Dependence And Cost Pressures Will Weaken Margins Over Time

Catalysts About AGC AGC is a diversified materials company with operations in glass, electronics, chemicals and life science related businesses. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit • Apr 24

5201: Governance Shift And 2026 Outlook Will Support Measured Fair Share Pricing

Analysts have nudged their price target for AGC to ¥5,883.75, a modest adjustment that reflects slightly updated assumptions around discount rate, revenue growth, profit margin and future P/E while keeping their overall valuation view intact. What's in the News AGC issued consolidated earnings guidance for the first half of 2026, with expected net sales of ¥1,070,000 million and operating profit of ¥60,000 million for the period ending June 30, 2026 (company guidance).
Mise à jour du récit • Apr 10

5201: Governance Shift And 2026 Earnings Guidance Will Support Fair Share Pricing

The analyst price target for AGC has been revised to ¥5,883.75. The modest adjustment reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E that analysts see as better aligning the valuation with current risk and return expectations.
Mise à jour du récit • Mar 27

5201: Governance Changes And 2026 Earnings Guidance Will Keep Shares Fairly Priced

Analysts have adjusted AGC's fair value estimate from ¥5,946.25 to ¥5,883.75. This change reflects updated views on discount rates, revenue growth, profit margins and future P/E assumptions.
Mise à jour du récit • Mar 12

5201: Governance Shift And Earnings Outlook Will Keep Shares Fairly Priced

Analysts have raised their price target on AGC from ¥5,608.75 to ¥5,946.25, citing updated assumptions related to revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News The Board of Directors meeting on February 6, 2026 resolved to propose partial amendments to the Articles of Incorporation at the March 27, 2026 Annual General Meeting of Shareholders, with the aim of transitioning AGC to a Company with Audit and Supervisory Committee (Key Developments).
Mise à jour du récit • Feb 24

5201: Governance Overhaul And CFO Exit Will Keep Shares Looking Expensive

The analyst price target for AGC has shifted from ¥5,540 to ¥5,608.75, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that analysts now factor into their models. What's in the News On February 6, 2026, the Board of Directors resolved to propose amendments to the Articles of Incorporation to transition AGC to a Company with Audit and Supervisory Committee, subject to approval at the 101st Annual General Meeting of Shareholders on March 27, 2026 (company announcement).
Nouveau récit • Feb 20

Semiconductor And Mobility Trends Will Support Long-Term Demand For Advanced Materials

Catalysts About AGC AGC is a global materials company with businesses in glass, chemicals, electronics and life sciences. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit • Feb 09

5201: Governance Shift And Biologics Deals Will Leave Shares Looking Expensive

Analysts have lifted their price target on AGC from $5,327.50 to $5,540.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E as key inputs to the revised valuation. What's in the News AGC issued consolidated earnings guidance for the first half of 2026, with expected net sales of JPY 1,070,000 million and operating profit of JPY 60,000 million for the period ending June 30, 2026 (company guidance).
Mise à jour du récit • Jan 26

5201: Governance Changes And Biologics Partnerships Will Support Steady Long Term Outlook

Analysts have modestly adjusted their price target on AGC to $5,327.50. This reflects small tweaks to assumptions on the discount rate, long term revenue growth, profit margin, and future P/E expectations.
Mise à jour du récit • Jan 11

5201: Governance Shift And Biologics Partnerships Will Gradually Support Balanced Outlook

Analysts now place AGC's fair value at US$5,327.50, up modestly from US$5,302.50. This reflects slightly higher assumptions for revenue growth, profit margin and future P/E.
Mise à jour du récit • Dec 27

5201: Governance Overhaul And Biologics Pipeline Will Steadily Shape Future Performance

Narrative Update on Analyst Price Target Analysts have modestly lifted their price target for AGC to $5,302.50, reflecting slight improvements in the company’s discount rate assumptions and long term profitability outlook. What's in the News AGC Inc.
Mise à jour du récit • Dec 13

5201: Governance Shifts And Biologics Alliances Will Shape Future Performance

Analysts have modestly raised their price target on AGC to align with a fair value of $5,302.50. This reflects slightly higher assumptions for the discount rate and future earnings multiple, while keeping long term growth and margin expectations largely unchanged.
Mise à jour du récit • Nov 28

5201: Earnings Outlook And Executive Changes Will Shape 2025 Performance

The analyst price target for AGC has increased by $337.50 to $5,302.50, as analysts revise their valuation based on updated financial metrics and outlook. What's in the News AGC Biologics announced a partnership with Repair Biotechnologies to develop a novel mRNA therapy aimed at reducing atherosclerotic plaques, addressing a leading cause of human mortality (Key Developments).
Mise à jour du récit • Nov 14

5201: Revenue Stability And Leadership Shifts Will Define 2025 Outlook

Analysts have raised their price target for AGC from $4,883.75 to $4,965.00, citing modest improvements in expected revenue growth and profit margins. What's in the News AGC Inc.
Article d’analyse • Nov 07

Earnings Update: AGC Inc. (TSE:5201) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

Investors in AGC Inc. ( TSE:5201 ) had a good week, as its shares rose 6.4% to close at JP¥5,129 following the release...
Mise à jour du récit • Oct 31

5201: Panel Manufacturing Advances And Steady Metrics Will Shape Market Direction

Narrative Update on AGC: Analyst Price Target Change Analysts have maintained AGC's fair value estimate at $4,883.75, citing only minimal adjustments to key model inputs and reaffirming their previous outlook for the company. What's in the News AGC joined the 'JOINT3' consortium of 27 global companies, led by Resonac Corporation, to co-develop panel-level organic interposer technology and establish a prototype production line scheduled to begin operations in 2026 (Key Developments).
Article d’analyse • Oct 22

Is AGC (TSE:5201) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Mise à jour du récit • Oct 17

Architectural Glass And Chemical Capacity Will Redefine Markets

Analyst Price Target for AGC Adjusted Slightly Amid Unchanged Fair Value Outlook Analysts have made a marginal downward revision to AGC's price target, now set at $4,883.75. This adjustment comes in response to minimal changes in the company’s underlying growth assumptions and profitability metrics.
Mise à jour du récit • Oct 03

Architectural Glass And Chemical Capacity Will Redefine Markets

Analysts have raised AGC's price target from $4,758.75 to $4,883.75, citing minor adjustments to their growth and profitability assumptions that have led to a slightly higher valuation. What's in the News Resonac Corporation established the ‘JOINT3’ consortium with 26 other global leaders, including AGC, to develop advanced panel-level organic interposer technology for next-generation semiconductor packaging.
Article d’analyse • Sep 02

AGC's (TSE:5201) Returns On Capital Are Heading Higher

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Mise à jour du récit • Aug 28

Architectural Glass And Chemical Capacity Will Redefine Markets

With no change in AGC’s consensus analyst price target, discount rate, or future P/E, analysts have maintained their fair value estimate at ¥4759. What's in the News AGC revised down full-year guidance citing production issues in biopharmaceuticals CDMO, lower PVC prices, semiconductor-related product weakness, and impairment losses from structural reforms in Colorado, reducing net sales, operating profit, and profit forecasts.
Article d’analyse • Aug 11

AGC's (TSE:5201) Earnings Offer More Than Meets The Eye

AGC Inc.'s ( TSE:5201 ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...
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Nouveau récit • Aug 03

Architectural Glass And Chemical Capacity Will Redefine Markets

Advancements in product offerings, manufacturing expansion, and strategic exits are set to improve AGC's margins, profitability, and growth capacity across core business segments.
Article d’analyse • Jul 18

Is AGC (TSE:5201) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Article d’analyse • Jun 25

AGC (TSE:5201) Has Affirmed Its Dividend Of ¥105.00

AGC Inc.'s ( TSE:5201 ) investors are due to receive a payment of ¥105.00 per share on 8th of September. This makes the...

Prévisions de croissance des bénéfices et des revenus

TSE:5201 - Estimations futures des analystes et données financières antérieures (JPY Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20282,360,791117,002101,575334,8046
12/31/20272,277,52599,19397,725305,5448
12/31/20262,219,07583,26841,125271,4878
3/31/20262,097,21385,36153,530272,099N/A
12/31/20252,058,83269,16264,931274,476N/A
9/30/20252,045,52051,85641,833255,137N/A
6/30/20252,047,88234,36341,156259,727N/A
3/31/20252,068,447-66,44220,311262,245N/A
12/31/20242,067,603-94,04242,456284,815N/A
9/30/20242,069,661-98,15233,718260,791N/A
6/30/20242,049,132-89,28039,700265,395N/A
3/31/20242,028,78622,77133,390250,004N/A
12/31/20232,019,25465,798-985212,546N/A
9/30/20232,020,841-44,366-21,468205,284N/A
6/30/20232,042,851-33,776-42,505183,546N/A
3/31/20232,052,415-11,625-47,345186,939N/A
12/31/20222,035,874-3,152-6,775217,146N/A
9/30/20221,962,72893,14949,549249,325N/A
6/30/20221,864,391131,19967,104280,712N/A
3/31/20221,776,485125,58194,349295,744N/A
12/31/20211,697,383123,840116,141326,713N/A
9/30/20211,633,040148,65386,579305,595N/A
6/30/20211,569,09385,11878,308282,918N/A
3/31/20211,448,36747,98547,691252,307N/A
12/31/20201,412,30632,71533,923225,392N/A
9/30/20201,407,05729,0583,531192,988N/A
6/30/20201,435,09523,58810,461201,335N/A
3/31/20201,513,92842,3489,643200,427N/A
12/31/20191,518,03944,434N/A191,906N/A
9/30/20191,520,50553,586N/A221,775N/A
6/30/20191,514,89473,752N/A210,872N/A
3/31/20191,512,05980,400N/A205,420N/A
12/31/20181,522,90489,593N/A189,287N/A
9/30/20181,525,72873,504N/A195,093N/A
6/30/20181,519,04279,812N/A194,279N/A
3/31/20181,500,65274,066N/A188,338N/A
12/31/20171,463,53269,225N/A203,504N/A
9/30/20171,406,62475,138N/A198,513N/A
6/30/20171,347,61057,948N/A193,573N/A
3/31/20171,309,91358,571N/A206,938N/A
12/31/20161,282,57047,438N/A203,637N/A
9/30/20161,276,59733,072N/A195,523N/A
6/30/20161,292,65935,955N/A195,236N/A
3/31/20161,308,69447,122N/A183,735N/A
12/31/20151,326,29342,906N/A187,170N/A
9/30/20151,343,71250,240N/A164,162N/A
6/30/20151,347,73246,205N/A151,506N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de 5201 ( 11.1% par an) est supérieure au taux d'épargne ( 0.8% ).

Bénéfices vs marché: Les bénéfices de 5201 ( 11.1% par an) devraient croître plus rapidement que le marché JP ( 9.3% par an).

Croissance élevée des bénéfices: Les bénéfices de 5201 devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de 5201 ( 3.2% par an) devrait croître plus lentement que le marché de JP ( 6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de 5201 ( 3.2% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de 5201 devrait être faible dans 3 ans ( 7.2 %).

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/11 08:37
Cours de l'action en fin de journée2026/06/11 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

AGC Inc. est couverte par 22 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Eric LeeBarclays
Timothy LukeBarclays
Alberto MoelBernstein