Resonac Holdings Croissance future
Future contrôle des critères 3/6
Resonac Holdings devrait augmenter ses bénéfices et son chiffre d'affaires de 28% et de 1.1% par an respectivement. Le BPA devrait croître de de 27.8% par an. Le rendement des capitaux propres devrait être 16.8% dans 3 ans.
Informations clés
28.0%
Taux de croissance des bénéfices
27.76%
Taux de croissance du BPA
| Chemicals croissance des bénéfices | 14.3% |
| Taux de croissance des recettes | 1.1% |
| Rendement futur des capitaux propres | 16.81% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 08 Jun 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • Jun 02
4004: Semiconductor Demand Assumptions Will Drive Overly Optimistic Earnings Expectations
Analysts have raised their price target for Resonac Holdings from ¥13,293 to ¥15,085, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E, which together support a higher estimated fair value. What's in the News Resonac Holdings revised consolidated earnings guidance for the first half ending June 30, 2026, with expected revenue of ¥660,000 million, compared with previous guidance of ¥615,000 million.Article d’analyse • May 15
Earnings Update: Here's Why Analysts Just Lifted Their Resonac Holdings Corporation (TSE:4004) Price Target To JP¥14,243
It's been a good week for Resonac Holdings Corporation ( TSE:4004 ) shareholders, because the company has just released...Mise à jour du récit • Apr 29
4004: Spin Off Plans And Margin Outlook Will Shape Future Earnings Power
Analysts now estimate Resonac Holdings' fair value at about ¥13,293 per share, up from roughly ¥12,185. This change reflects updated assumptions for a slightly lower discount rate, more moderate revenue growth, a small uplift in profit margins, and a higher future P/E multiple.
Mise à jour du récit • Apr 14
4004: Back End Semiconductor Focus Will Benefit From Petrochemicals Spin Off
Analysts have kept the Resonac Holdings price target steady at ¥17,000, reflecting only modest tweaks to assumptions such as a slightly lower discount rate, minor adjustments to revenue growth and profit margin, and a small shift in the future P/E input. What's in the News A board meeting is scheduled for February 13, 2026 to address the sale of shares held by untraceable shareholders and partial amendments to the Articles of Incorporation (Board Meeting).Article d’analyse • Apr 02
Resonac Holdings' (TSE:4004) Conservative Accounting Might Explain Soft Earnings
Soft earnings didn't appear to concern Resonac Holdings Corporation's ( TSE:4004 ) shareholders over the last week. We...Mise à jour du récit • Mar 31
4004: Back End Semiconductor Processes Will Drive Future Upside Potential
Analysts have raised their price target on Resonac Holdings from ¥5,700 to ¥17,000, citing stronger assumptions for revenue growth, profit margins and future P/E. These assumptions are supported by fresh research that highlights the growing importance of back end semiconductor processes.Mise à jour du récit • Mar 17
4004: Back End Process Upside Will Support Higher Future Earnings Power
Analysts have lifted their price target on Resonac Holdings from ¥9,651.67 to ¥12,185, citing renewed interest in the stock as back end semiconductor processes gain importance and support a higher assumed future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts point to back end semiconductor processes as an area of growing importance, which they see as a key driver of Resonac Holdings' earnings power and a justification for a higher assumed P/E multiple.Mise à jour du récit • Mar 03
4004: Back End Process Dependence Will Pressure Earnings Despite Bullish New Coverage
Analysts have lifted their fair value estimate for Resonac Holdings from about ¥6,775 to roughly ¥9,652. They point to higher assumed revenue growth, slightly stronger profit margins, a richer future P/E, and fresh Street coverage that highlights the growing importance of back end semiconductor processes.
Mise à jour du récit • Feb 17
4004: Back End Process Optimism Will Likely Outrun Future Earnings Delivery
Analysts have lifted their price target on Resonac Holdings to ¥8,050, pointing to growing interest in back end semiconductor processes as a key driver of their updated view. Analyst Commentary Goldman Sachs initiating coverage with a ¥8,050 price target highlights how central back end semiconductor processes have become to the Resonac Holdings story.Mise à jour du récit • Feb 02
4004: Back End Semiconductor Hype Will Likely Outpace Future Earnings Delivery
Analysts have raised their fair value estimate for Resonac Holdings from ¥3,300 to ¥3,700, citing a lower discount rate, updated assumptions for profit margins and P/E, and the increasing importance of back end semiconductor processes highlighted in recent Street research. Analyst Commentary Recent Street research around Resonac has highlighted the growing role of back end semiconductor processes in the broader chip value chain.Mise à jour du récit • Jan 19
4004: Back End Semiconductor Dependence Will Heighten Earnings Risk Through 2026
Analysts have lifted their price target for Resonac Holdings from ¥6,659 to ¥6,775, citing updated assumptions on revenue growth, P/E and discount rates, as well as recent research highlighting the growing importance of the company's back end semiconductor processes. Analyst Commentary Analysts are sharpening their focus on how Resonac's role in back end semiconductor processes could influence its valuation and execution risk over time.Article d’analyse • Jan 16
Subdued Growth No Barrier To Resonac Holdings Corporation (TSE:4004) With Shares Advancing 29%
The Resonac Holdings Corporation ( TSE:4004 ) share price has done very well over the last month, posting an excellent...Article d’analyse • Jan 05
Estimating The Fair Value Of Resonac Holdings Corporation (TSE:4004)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Resonac Holdings fair value estimate is JP¥7,885 Resonac...Mise à jour du récit • Jan 05
4004: Revised Assumptions Will Support Balanced Outlook Through 2026
Analysts have raised their fair value estimate for Resonac Holdings from ¥6,258 to ¥6,659, pointing to updated assumptions for revenue growth, profit margins and future P/E that they see as better reflecting the company’s current outlook. Valuation Changes Fair Value Estimate, revised from ¥6,258 to ¥6,659, suggesting a higher assessed worth for the shares.Article d’analyse • Dec 15
Resonac Holdings (TSE:4004) Is Due To Pay A Dividend Of ¥65.00
The board of Resonac Holdings Corporation ( TSE:4004 ) has announced that it will pay a dividend of ¥65.00 per share on...Mise à jour du récit • Dec 14
4004: Higher Margins And Lower Multiple Will Support Balanced Outlook Through 2026
Analysts have nudged their price target for Resonac Holdings modestly higher to ¥6,300 from approximately ¥6,100, citing improved long term profit margin expectations that more than offset a tempered revenue growth outlook and a lower assumed future P E multiple. Valuation Changes The fair value estimate has risen slightly, from approximately ¥6,085 to around ¥6,260 per share, reflecting improved profitability assumptions.Article d’analyse • Dec 01
Resonac Holdings (TSE:4004) Is Due To Pay A Dividend Of ¥65.00
Resonac Holdings Corporation ( TSE:4004 ) will pay a dividend of ¥65.00 on the 27th of March. The dividend yield is...Mise à jour du récit • Nov 30
4004: Upcoming Consortium Launch And Organic Shift Will Support Balanced Outlook Through 2026
Analysts have raised their price target on Resonac Holdings from ¥5,630.91 to ¥6,085.45, citing improved revenue growth projections as a key factor in their updated outlook. What's in the News Resonac Corporation has established JOINT3, a global consortium with 26 other leading companies to co-develop semiconductor materials, equipment, and panel-level organic interposers (Key Developments).Article d’analyse • Nov 16
Resonac Holdings (TSE:4004) Has Announced A Dividend Of ¥65.00
The board of Resonac Holdings Corporation ( TSE:4004 ) has announced that it will pay a dividend of ¥65.00 per share on...Mise à jour du récit • Nov 16
4004: Upcoming Panel-Level Project Collaboration Will Drive Measured Outlook Through 2026
Analysts have raised their price target for Resonac Holdings to approximately ¥5,630.91. This is an increase from ¥5,476.36 and reflects updated expectations for stronger revenue growth and a slightly lower discount rate, despite marginally reduced profit margin forecasts.Article d’analyse • Nov 11
We Think Resonac Holdings (TSE:4004) Can Stay On Top Of Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Mise à jour du récit • Nov 01
4004: Future Consortium Developments Will Limit Near-Term Upside Potential
Analysts have maintained their price target for Resonac Holdings at ¥5,476, citing only minimal adjustments to the discount rate and earnings assumptions. These changes do not materially alter their outlook for the stock.Mise à jour du récit • Oct 17
Investments In AI Semiconductors Will Open Future Market Opportunities
Narrative Update on Resonac Holdings Analysts have raised their price target for Resonac Holdings from ¥5,113 to ¥5,476. This reflects updated assessments of the company’s fair value and ongoing adjustments to key financial assumptions.Mise à jour du récit • Oct 03
Investments In AI Semiconductors Will Open Future Market Opportunities
Analysts have raised their price target for Resonac Holdings from ¥4,903.64 to ¥5,112.73. They cite improved profit margin forecasts and a lower discount rate, despite a reduction in projected revenue growth.Mise à jour du récit • Sep 18
Investments In AI Semiconductors Will Open Future Market Opportunities
The upward revision in Resonac Holdings’ price target reflects higher consensus revenue growth forecasts and an increase in the expected future P/E multiple, resulting in a new analyst price target of ¥4,904. What's in the News Resonac has formed the 'JOINT3' consortium with 26 global semiconductor supply chain leaders to jointly develop panel-level organic interposer technology.Article d’analyse • Sep 12
Even With A 26% Surge, Cautious Investors Are Not Rewarding Resonac Holdings Corporation's (TSE:4004) Performance Completely
Despite an already strong run, Resonac Holdings Corporation ( TSE:4004 ) shares have been powering on, with a gain of...Article d’analyse • Aug 11
Resonac Holdings (TSE:4004) Is Paying Out A Dividend Of ¥65.00
The board of Resonac Holdings Corporation ( TSE:4004 ) has announced that it will pay a dividend of ¥65.00 per share on...Article d’analyse • Jul 31
Resonac Holdings (TSE:4004) Has A Somewhat Strained Balance Sheet
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Article d’analyse • Jul 12
An Intrinsic Calculation For Resonac Holdings Corporation (TSE:4004) Suggests It's 35% Undervalued
Key Insights Resonac Holdings' estimated fair value is JP¥5,472 based on 2 Stage Free Cash Flow to Equity Current share...Article d’analyse • Jun 24
Getting In Cheap On Resonac Holdings Corporation (TSE:4004) Might Be Difficult
When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider...
Nouveau récit • Jan 05
Semiconductor And Electronic Materials Surge To Propel Revenue And Increase Profit Margins
Strong growth in the Semiconductor and Electronic Materials segment, driven by AI demand and improved profitability, suggests promising future revenue and profit potential.Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 1,444,978 | 162,955 | 132,938 | N/A | 11 |
| 12/31/2027 | 1,369,313 | 134,899 | 125,259 | N/A | 13 |
| 12/31/2026 | 1,434,934 | 95,991 | 56,786 | N/A | 13 |
| 3/31/2026 | 1,333,895 | 35,560 | N/A | N/A | N/A |
| 12/31/2025 | 1,347,125 | 29,031 | 23,560 | 130,286 | N/A |
| 9/30/2025 | 1,346,233 | -3,388 | N/A | N/A | N/A |
| 6/30/2025 | 1,364,987 | 54,712 | 34,540 | 144,986 | N/A |
| 3/31/2025 | 1,388,165 | 35,605 | N/A | N/A | N/A |
| 12/31/2024 | 1,391,480 | 73,503 | 75,341 | 163,653 | N/A |
| 9/30/2024 | 1,374,111 | 38,182 | N/A | N/A | N/A |
| 6/30/2024 | 1,341,290 | 39,307 | 40,472 | 123,903 | N/A |
| 3/31/2024 | 1,311,324 | 20,371 | N/A | N/A | N/A |
| 12/31/2023 | 1,288,869 | -18,955 | 31,581 | 118,686 | N/A |
| 9/30/2023 | 1,300,776 | -11,025 | N/A | N/A | N/A |
| 6/30/2023 | 1,352,714 | -20,751 | 43,971 | 126,555 | N/A |
| 3/31/2023 | 1,383,548 | 10,096 | N/A | N/A | N/A |
| 12/31/2022 | 1,392,621 | 30,793 | 12,492 | 100,349 | N/A |
| 9/30/2022 | 1,402,091 | 33,687 | N/A | N/A | N/A |
| 6/30/2022 | 1,382,310 | 33,045 | -1,406 | 81,856 | N/A |
| 3/31/2022 | 1,387,948 | -8,851 | N/A | N/A | N/A |
| 12/31/2021 | 1,419,635 | -12,094 | 47,542 | 115,283 | N/A |
| 9/30/2021 | 1,389,419 | -28,980 | N/A | N/A | N/A |
| 6/30/2021 | 1,340,437 | -35,141 | 87,346 | 159,418 | N/A |
| 3/31/2021 | 1,141,645 | -73,812 | N/A | N/A | N/A |
| 12/31/2020 | 973,700 | -76,304 | 44,786 | 109,286 | N/A |
| 9/30/2020 | 846,856 | -65,529 | N/A | N/A | N/A |
| 6/30/2020 | 757,581 | -47,300 | -4,271 | 43,229 | N/A |
| 3/31/2020 | 843,461 | 42,713 | N/A | N/A | N/A |
| 12/31/2019 | 906,454 | 73,088 | N/A | 78,554 | N/A |
| 9/30/2019 | 962,773 | 93,194 | N/A | N/A | N/A |
| 6/30/2019 | 1,011,785 | 119,184 | N/A | 138,103 | N/A |
| 3/31/2019 | 1,012,169 | 119,826 | N/A | N/A | N/A |
| 12/31/2018 | 992,136 | 111,503 | N/A | 149,785 | N/A |
| 9/30/2018 | 941,512 | 109,305 | N/A | N/A | N/A |
| 6/30/2018 | 864,039 | 83,765 | N/A | 76,495 | N/A |
| 3/31/2018 | 811,888 | 43,668 | N/A | N/A | N/A |
| 12/31/2017 | 780,387 | 33,470 | N/A | 67,284 | N/A |
| 9/30/2017 | 750,562 | 24,204 | N/A | N/A | N/A |
| 6/30/2017 | 724,688 | 17,811 | N/A | 90,948 | N/A |
| 3/31/2017 | 698,356 | 25,946 | N/A | N/A | N/A |
| 12/31/2016 | 671,159 | 12,305 | N/A | 68,949 | N/A |
| 9/30/2016 | 670,266 | 8,912 | N/A | N/A | N/A |
| 6/30/2016 | 700,160 | 1,697 | N/A | 61,236 | N/A |
| 3/31/2016 | 739,872 | 9,385 | N/A | N/A | N/A |
| 12/31/2015 | 775,732 | 921 | N/A | 61,170 | N/A |
| 9/30/2015 | 819,041 | 4,840 | N/A | N/A | N/A |
| 6/30/2015 | 855,394 | 8,457 | N/A | 76,598 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de 4004 ( 28% par an) est supérieure au taux d'épargne ( 0.8% ).
Bénéfices vs marché: Les bénéfices de 4004 ( 28% par an) devraient croître plus rapidement que le marché JP ( 9.3% par an).
Croissance élevée des bénéfices: Les bénéfices de 4004 devraient augmenter de manière significative au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de 4004 ( 1.1% par an) devrait croître plus lentement que le marché de JP ( 6% par an).
Croissance élevée des revenus: Le chiffre d'affaires de 4004 ( 1.1% 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 4004 devrait être faible dans 3 ans ( 16.8 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/10 16:22 |
| Cours de l'action en fin de journée | 2026/06/10 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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
Resonac Holdings Corporation est couverte par 24 analystes. 13 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.
| Analyste | Institution |
|---|---|
| Mikiya Yamada | Barclays |
| Takashi Enomoto | BofA Global Research |
| Atsushi Ikeda | Citigroup Inc |