Yamaha Corporation

TSE:7951 Rapport sur les actions

Capitalisation boursière : JP¥443.7b

Yamaha Croissance future

Future contrôle des critères 2/6

Yamaha devrait augmenter ses bénéfices et son chiffre d'affaires de 16.8% et de 3.2% par an respectivement. Le BPA devrait croître de de 15.5% par an. Le rendement des capitaux propres devrait être 7.3% dans 3 ans.

Informations clés

16.8%

Taux de croissance des bénéfices

15.48%

Taux de croissance du BPA

Leisure croissance des bénéfices14.8%
Taux de croissance des recettes3.2%
Rendement futur des capitaux propres7.29%
Couverture par les analystes

Good

Dernière mise à jour23 Mar 2026

Mises à jour récentes de la croissance future

Yamaha Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Jun 28
Yamaha Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Recent updates

7951: Buybacks And Mixed Segment Trends Will Support Balanced Medium-Term Repricing

Analysts have kept Yamaha's fair value estimate steady at ¥1,181.43, with only marginal adjustments to inputs such as the discount rate, revenue growth, profit margin, and future P/E to reflect refreshed assumptions rather than a change in overall view. What's in the News Yamaha completed a share repurchase of 13,488,300 shares, or 3% of shares, for ¥14,999.9 million under the buyback announced on November 4, 2025.

7951: Buybacks And Creator-Focused Products Will Support Steady Medium-Term Repricing

Analysts have kept Yamaha's price target broadly steady around ¥1,181, citing only small tweaks to assumptions such as the discount rate, long term revenue growth, profit margin, and future P/E multiple rather than any major shift in the outlook. What's in the News Yamaha completed a share repurchase program announced on November 4, 2025, buying back a total of 13,488,300 shares, representing 3% of shares, for ¥14,999.9 million.

7951: Buybacks And Creator-Focused Products Will Support Balanced Medium-Term Repricing

Analysts have adjusted their price target on Yamaha slightly higher from ¥1,180 to approximately ¥1,181, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Yamaha completed a share buyback of 13,488,300 shares, representing 3% of shares, for ¥14,999.9 million under the program announced on November 4, 2025, with repurchases running through March 24, 2026 (company buyback update).

7951: Share Repurchases And New Creator Products Will Support Balanced Medium Term Repricing

Analysts have kept their Yamaha price target steady at ¥1,180, with small tweaks to inputs such as the discount rate and assumed future P/E reflecting only minor model refinements rather than a shift in their overall view. What's in the News Board meeting scheduled for November 4, 2025 to approve matters related to acquisition of treasury stock, indicating continued focus on share repurchases (Board Meeting).

7951: Audio Creator Launches And Buyback Will Support Balanced Medium Term Repricing

Analysts have adjusted their price target on Yamaha to ¥1,180 from ¥1,158, citing updated assumptions around revenue growth, profit margins, and future P/E levels. What's in the News Yamaha raised its consolidated earnings guidance for the fiscal year ending March 31, 2026, now guiding to revenue of ¥462.0b, core operating profit of ¥33.0b, operating profit of ¥30.0b, and profit attributable to owners of the parent of ¥24.0b, with basic EPS at ¥53.32 (company guidance).

There May Be Reason For Hope In Yamaha's (TSE:7951) Disappointing Earnings

Feb 13
There May Be Reason For Hope In Yamaha's (TSE:7951) Disappointing Earnings

7951: New Audio Creator Products And Buyback Will Support Measured Repricing Potential

Analysts have kept their Yamaha fair value estimate steady at ¥1,158.57, with only modest tweaks to assumptions on discount rate, revenue growth, profit margin, and future P/E informing the updated price target narrative. What's in the News Yamaha revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, with revenue now expected at ¥462.0b and core operating profit at ¥33.0b, alongside profit attributable to owners of the parent of ¥24.0b and basic EPS of ¥53.32.

7951: New Creator-Focused Audio Lineup Will Support Gradual Repricing Potential

Analysts have lifted their fair value estimate for Yamaha from ¥1,132.50 to about ¥1,158.60, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that collectively support a higher price target. What's in the News Yamaha launched its MGX Series digital mixing consoles, URX Series audio interfaces, and CC1 USB controller, targeting musicians, performers, streamers, podcasters, and content creators across live performance, recording, and streaming use cases (Product-Related Announcements).

Yamaha (TSE:7951) Has More To Do To Multiply In Value Going Forward

Jan 06
Yamaha (TSE:7951) Has More To Do To Multiply In Value Going Forward

Yamaha (TSE:7951) Could Easily Take On More Debt

Dec 03
Yamaha (TSE:7951) Could Easily Take On More Debt

Digital Transformation Will Unlock Global Music Opportunities

Despite a slight increase in Yamaha’s discount rate, both the future P/E and analyst price target remained essentially unchanged, with the fair value holding steady at ¥1132. What's in the News Yamaha lowered FY2026 guidance, with revenue now expected at JPY 452,000 million (down from JPY 455,000 million) and operating profit revised to JPY 30,000 million (down from JPY 38,500 million).

We Think You Can Look Beyond Yamaha's (TSE:7951) Lackluster Earnings

Aug 14
We Think You Can Look Beyond Yamaha's (TSE:7951) Lackluster Earnings

Is Yamaha (TSE:7951) Using Too Much Debt?

Jul 14
Is Yamaha (TSE:7951) Using Too Much Debt?

Yamaha Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Jun 28
Yamaha Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Investors Appear Satisfied With Yamaha Corporation's (TSE:7951) Prospects

Apr 25
Investors Appear Satisfied With Yamaha Corporation's (TSE:7951) Prospects

Yamaha (TSE:7951) Seems To Use Debt Quite Sensibly

Mar 15
Yamaha (TSE:7951) Seems To Use Debt Quite Sensibly

An Intrinsic Calculation For Yamaha Corporation (TSE:7951) Suggests It's 22% Undervalued

Feb 28
An Intrinsic Calculation For Yamaha Corporation (TSE:7951) Suggests It's 22% Undervalued

Some May Be Optimistic About Yamaha's (TSE:7951) Earnings

Feb 13
Some May Be Optimistic About Yamaha's (TSE:7951) Earnings
User avatar

New Digital Mixer And Audio Equipment Expansion Ignite Future Growth

Strong performance in B2B audio and new digital mixer release are key drivers of future revenue growth despite sluggish instrument sales.

Yamaha Corporation's (TSE:7951) Share Price Matching Investor Opinion

Dec 23
Yamaha Corporation's (TSE:7951) Share Price Matching Investor Opinion

Investors Could Be Concerned With Yamaha's (TSE:7951) Returns On Capital

Dec 04
Investors Could Be Concerned With Yamaha's (TSE:7951) Returns On Capital

Is There An Opportunity With Yamaha Corporation's (TSE:7951) 35% Undervaluation?

Aug 28
Is There An Opportunity With Yamaha Corporation's (TSE:7951) 35% Undervaluation?

The Price Is Right For Yamaha Corporation (TSE:7951) Even After Diving 25%

Aug 11
The Price Is Right For Yamaha Corporation (TSE:7951) Even After Diving 25%

Yamaha (TSE:7951) Has Announced A Dividend Of ¥37.00

Jul 31
Yamaha (TSE:7951) Has Announced A Dividend Of ¥37.00

The Returns On Capital At Yamaha (TSE:7951) Don't Inspire Confidence

Jul 18
The Returns On Capital At Yamaha (TSE:7951) Don't Inspire Confidence

Some May Be Optimistic About Yamaha's (TSE:7951) Earnings

Jul 02
Some May Be Optimistic About Yamaha's (TSE:7951) Earnings

Market Participants Recognise Yamaha Corporation's (TSE:7951) Earnings

Jun 26
Market Participants Recognise Yamaha Corporation's (TSE:7951) Earnings

Here's Why Yamaha (TSE:7951) Can Manage Its Debt Responsibly

Jun 11
Here's Why Yamaha (TSE:7951) Can Manage Its Debt Responsibly

An Intrinsic Calculation For Yamaha Corporation (TSE:7951) Suggests It's 21% Undervalued

May 26
An Intrinsic Calculation For Yamaha Corporation (TSE:7951) Suggests It's 21% Undervalued

Results: Yamaha Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts

May 10
Results: Yamaha Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts

Yamaha's (TSE:7951) Returns On Capital Not Reflecting Well On The Business

Apr 12
Yamaha's (TSE:7951) Returns On Capital Not Reflecting Well On The Business

Yamaha's (TSE:7951) Dividend Will Be ¥37.00

Mar 11
Yamaha's (TSE:7951) Dividend Will Be ¥37.00

Yamaha (TSE:7951) Will Pay A Dividend Of ¥37.00

Feb 26
Yamaha (TSE:7951) Will Pay A Dividend Of ¥37.00

Prévisions de croissance des bénéfices et des revenus

TSE:7951 - Estimations futures des analystes et données financières antérieures (JPY Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
3/31/2029500,00037,00043,90361,6532
3/31/2028484,76734,13333,97749,1956
3/31/2027466,74329,67128,24844,3687
3/31/2026455,08924,99827,78445,8358
12/31/2025452,40419,25230,43345,785N/A
9/30/2025450,31017,84432,52050,929N/A
6/30/2025453,8226,31526,35149,276N/A
3/31/2025462,08013,35132,34755,281N/A
12/31/2024471,76823,21138,57861,874N/A
9/30/2024471,37219,95928,90549,283N/A
6/30/2024468,81632,57222,12246,148N/A
3/31/2024462,86629,64220,91643,836N/A
12/31/2023454,97728,89811,52638,317N/A
9/30/2023453,02932,324-7,99019,178N/A
6/30/2023451,71736,080-10,83010,188N/A
3/31/2023451,41038,183-35,567-14,841N/A
12/31/2022444,08737,257-42,323-25,841N/A
9/30/2022427,70836,625-22,740-6,326N/A
6/30/2022411,62132,434-7,2077,082N/A
3/31/2022408,19737,25521,48636,016N/A
12/31/2021402,65838,99645,24958,091N/A
9/30/2021406,32540,965N/AN/AN/A
6/30/2021403,30841,83760,17772,339N/A
3/31/2021372,63026,61545,65358,225N/A
12/31/2020363,91519,52434,82851,810N/A
9/30/2020370,50620,586N/AN/AN/A
6/30/2020386,49625,52229,28648,535N/A
3/31/2020414,22734,62136,68957,162N/A
12/31/2019427,46940,45646,10963,010N/A
9/30/2019432,66143,699N/AN/AN/A
6/30/2019431,80041,652N/A43,070N/A
3/31/2019437,41643,753N/A30,234N/A
12/31/2018436,80040,837N/A31,929N/A
9/30/2018436,44655,914N/A42,390N/A
6/30/2018436,85254,437N/A39,975N/A
3/31/2018432,96754,378N/A47,498N/A
12/31/2017428,66759,220N/A45,970N/A
9/30/2017418,89539,142N/A43,379N/A
6/30/2017411,09833,565N/A38,473N/A
3/31/2017408,24846,719N/A39,142N/A
12/31/2016408,02839,191N/A37,725N/A
9/30/2016417,17842,437N/A39,554N/A
6/30/2016428,34348,868N/A38,117N/A
3/31/2016435,47732,633N/A42,399N/A
12/31/2015444,69034,723N/A39,530N/A
9/30/2015443,23831,550N/A33,410N/A
6/30/2015438,10927,103N/A34,899N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de 7951 ( 16.8% par an) est supérieure au taux d'épargne ( 0.7% ).

Bénéfices vs marché: Les bénéfices de 7951 ( 16.8% par an) devraient croître plus rapidement que le marché JP ( 10.1% par an).

Croissance élevée des bénéfices: Les bénéfices de 7951 devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de 7951 ( 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 7951 ( 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 7951 devrait être faible dans 3 ans ( 7.3 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/01 20:54
Cours de l'action en fin de journée2026/05/01 00:00
Les revenus2025/12/31
Revenus annuels2025/03/31

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

Yamaha Corporation est couverte par 20 analystes. 7 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
Eiichi KatayamaBofA Global Research
Citi ResearchCitigroup Inc
Kota EzawaCitigroup Inc