Yamaha Corporation

Report azionario TSE:7951

Capitalizzazione di mercato: JP¥539.3b

Yamaha Performance degli utili passati

Criteri Il passato verificati 4/6

Gli utili di Yamaha sono diminuiti a un tasso medio annuo di -16.7%, mentre il settore Leisure ha visto gli utili crescere a un tasso medio annuo di 15.3%. I ricavi sono cresciuti crescere a un tasso medio annuo di 3.5%. Il ritorno sul capitale proprio di Yamaha è 5% e ha margini netti di 5.1%.

Informazioni chiave

-16.72%

Tasso di crescita degli utili

-14.33%

Tasso di crescita dell'EPS

Leisure Crescita del settore22.02%
Tasso di crescita dei ricavi3.51%
Rendimento del capitale proprio4.96%
Margine netto5.10%
Prossimo aggiornamento sugli utili04 Aug 2026

Aggiornamenti sulle prestazioni recenti

Articolo di analisi Feb 13

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

Shareholders appeared unconcerned with Yamaha Corporation's ( TSE:7951 ) lackluster earnings report last week. We think...

Recent updates

Aggiornamento narrativa Apr 28

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.
Aggiornamento narrativa Apr 09

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.
Aggiornamento narrativa Mar 26

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).
Aggiornamento narrativa Mar 11

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).
Aggiornamento narrativa Feb 25

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).
Articolo di analisi Feb 13

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

Shareholders appeared unconcerned with Yamaha Corporation's ( TSE:7951 ) lackluster earnings report last week. We think...
Aggiornamento narrativa Feb 11

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.
Aggiornamento narrativa Jan 28

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).
Articolo di analisi Jan 06

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

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Articolo di analisi Dec 03

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

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Aggiornamento narrativa Sep 06

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).
Articolo di analisi Aug 14

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

The most recent earnings report from Yamaha Corporation ( TSE:7951 ) was disappointing for shareholders. However, our...
Articolo di analisi Jul 14

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

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Articolo di analisi Jun 28

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

It's been a good week for Yamaha Corporation ( TSE:7951 ) shareholders, because the company has just released its...
Articolo di analisi Apr 25

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

Yamaha Corporation's ( TSE:7951 ) price-to-earnings (or "P/E") ratio of 20.7x might make it look like a strong sell...
Articolo di analisi Mar 15

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

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi Feb 28

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

Key Insights Using the 2 Stage Free Cash Flow to Equity, Yamaha fair value estimate is JP¥1,443 Yamaha is estimated to...
Articolo di analisi Feb 13

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

Soft earnings didn't appear to concern Yamaha Corporation's ( TSE:7951 ) shareholders over the last week. Our analysis...
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Nuova narrativa Dec 29

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.
Articolo di analisi Dec 23

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

Yamaha Corporation's ( TSE:7951 ) price-to-earnings (or "P/E") ratio of 26.9x might make it look like a strong sell...
Articolo di analisi Dec 04

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

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Articolo di analisi Aug 28

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

Key Insights The projected fair value for Yamaha is JP¥5,282 based on 2 Stage Free Cash Flow to Equity Yamaha's...
Articolo di analisi Aug 11

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

Yamaha Corporation ( TSE:7951 ) shareholders that were waiting for something to happen have been dealt a blow with a...
Articolo di analisi Jul 31

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

Yamaha Corporation ( TSE:7951 ) will pay a dividend of ¥37.00 on the 9th of December. The dividend yield will be 2.1...
Articolo di analisi Jul 18

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

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Articolo di analisi Jul 02

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

The market for Yamaha Corporation's ( TSE:7951 ) shares didn't move much after it posted weak earnings recently. We...
Articolo di analisi Jun 26

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

Yamaha Corporation's ( TSE:7951 ) price-to-earnings (or "P/E") ratio of 19.9x might make it look like a sell right now...
Articolo di analisi Jun 11

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

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi May 26

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

Key Insights The projected fair value for Yamaha is JP¥4,270 based on 2 Stage Free Cash Flow to Equity Current share...
Articolo di analisi May 10

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

It's been a good week for Yamaha Corporation ( TSE:7951 ) shareholders, because the company has just released its...
Articolo di analisi Apr 12

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

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...

Ripartizione dei ricavi e delle spese

Come Yamaha guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

TSE:7951 Ricavi, spese e utili (JPY Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 26465,33023,720143,0910
31 Dec 25452,40419,252136,8820
30 Sep 25450,31017,844136,5150
30 Jun 25453,8226,315137,4450
31 Mar 25462,08013,351139,4190
31 Dec 24471,76823,211141,4690
30 Sep 24471,37219,959135,3700
30 Jun 24468,81632,572139,9120
31 Mar 24462,86629,642136,9260
31 Dec 23454,97728,898129,7020
30 Sep 23453,02932,324127,4770
30 Jun 23451,71736,080123,1010
31 Mar 23451,41038,183120,1340
31 Dec 22444,08737,257117,1340
30 Sep 22427,70836,625113,0550
30 Jun 22411,62132,434109,7440
31 Mar 22408,19737,255106,7740
31 Dec 21402,65838,996103,2520
30 Sep 21406,32540,965102,9770
30 Jun 21403,30841,837100,4840
31 Mar 21372,63026,61597,2880
31 Dec 20363,91519,524101,5910
30 Sep 20370,50620,586104,2250
30 Jun 20386,49625,522110,3000
31 Mar 20414,22734,621117,0050
31 Dec 19427,46940,456120,2710
30 Sep 19432,66143,699121,9690
30 Jun 19431,80041,652123,1360
31 Mar 19437,41643,753122,8270
31 Dec 18436,80040,837124,3940
30 Sep 18436,44655,914126,9380
30 Jun 18436,85254,437123,4280
31 Mar 18432,96754,378122,9520
31 Dec 17428,66759,220121,3320
30 Sep 17418,89539,142119,8650
30 Jun 17411,09833,565118,8460
31 Mar 17408,24846,719119,1940
31 Dec 16408,02839,191120,4390
30 Sep 16417,17842,437122,3890
30 Jun 16428,34348,868126,2120
31 Mar 16435,47732,633128,9930
31 Dec 15444,69034,723130,4520
30 Sep 15443,23831,550131,2230

Guadagni di qualità: 7951 ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di 7951 (5.1%) 7951 sono più alti rispetto allo scorso anno (2.9%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di 7951 sono diminuiti del 16.7% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di 7951 nell'ultimo anno ( 77.7% ) supera la media quinquennale ( -16.7% all'anno).

Guadagni vs Settore: La crescita degli utili 7951 nell'ultimo anno ( 77.7% ) ha superato la percentuale del settore Leisure 3%.


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 5% ) di 7951 è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/21 15:46
Prezzo dell'azione a fine giornata2026/07/21 00:00
Utili2026/03/31
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Yamaha Corporation è coperta da 20 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Eiichi KatayamaBofA Global Research
Citi ResearchCitigroup Inc
Kota EzawaCitigroup Inc