Sumco Performance degli utili passati
Criteri Il passato verificati 0/6
Gli utili di Sumco sono diminuiti a un tasso medio annuo di -26.7%, mentre il settore Semiconductor ha visto gli utili crescere a un tasso medio annuo di 7.4%. I ricavi sono cresciuti crescere a un tasso medio annuo di 4.4%.
Informazioni chiave
-26.71%
Tasso di crescita degli utili
-28.71%
Tasso di crescita dell'EPS
| Semiconductor Crescita del settore | 26.92% |
| Tasso di crescita dei ricavi | 4.40% |
| Rendimento del capitale proprio | -3.50% |
| Margine netto | -5.69% |
| Prossimo aggiornamento sugli utili | 06 Aug 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • Jun 08
3436: Future Earnings Recovery Will Follow Raised Fair Value And Margin Assumptions
Analysts have raised Sumco's fair value estimate from ¥4,068.54 to ¥5,130.00, citing revised assumptions for revenue growth, profit margins and a lower future P/E multiple. What's in the News Sumco issued new consolidated earnings guidance for the six months ending June 30, 2026, projecting net sales of ¥213,400 million.Aggiornamento della narrazione • May 25
3436: Future Earnings Recovery Will Follow Revised Guidance And Higher Margin Assumptions
Analysts have raised their price target on Sumco from ¥1,780 to about ¥4,069, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of this change. What's in the News Sumco issued revised consolidated earnings guidance for the six months ending June 30, 2026, projecting net sales of ¥213,400 million.Articolo di analisi • May 15
JP¥2,195 - That's What Analysts Think Sumco Corporation (TSE:3436) Is Worth After These Results
Shareholders of Sumco Corporation ( TSE:3436 ) will be pleased this week, given that the stock price is up 13% to...
Aggiornamento della narrazione • May 02
3436: Expected Losses And Subsidiary Reclassification Will Further Cap Future Upside
Analysts have kept Sumco's fair value estimate steady at ¥1,050. A modestly lower discount rate and slightly higher assumed revenue growth, profit margin and future P/E of 19.63x now underpin the updated price target rationale.Aggiornamento della narrazione • Apr 17
3436: Expected Losses And Subsidiary Reclassification Will Further Cap Future Share Upside
Analysts have kept their ¥1,050 price target for Sumco unchanged, pointing to updated assumptions that now reflect revenue growth of 35.4%, a profit margin of 5.99% and a forward P/E of 20.20 as the key drivers behind this level. What's in the News Board meeting set for February 19, 2026 to consider selling part of the stake in FORMOSA SUMCO TECHNOLOGY CORPORATION, shifting it from a consolidated subsidiary to an equity method affiliate, along with decisions on the year end dividend for fiscal 2025 and other business items (Key Developments).Aggiornamento della narrazione • Apr 03
3436: Expected Losses And Affiliate Reclassification Will Limit Future Share Upside
Analysts have raised their fair value estimate for Sumco from ¥972.92 to ¥1,050.00, attributing the change to adjustments in the discount rate, revenue growth, profit margin, and a higher assumed future P/E multiple. What's in the News A board meeting is scheduled for February 19, 2026, to consider reclassifying Formosa Sumco Technology Corporation from a consolidated subsidiary to an equity method affiliate through a partial share sale on the securities market.
Aggiornamento della narrazione • Mar 20
3436: Dividend Hike And Near Term Loss Outlook Will Shape Fair Value View
Analysts have raised their price target for Sumco from ¥1,703 to ¥1,722, reflecting updated assumptions for slightly stronger revenue growth, a firmer profit margin, and a modestly lower future P/E multiple. What's in the News Board meeting on February 19, 2026 to consider selling a portion of shares in FORMOSA SUMCO TECHNOLOGY CORPORATION on the securities market, which would reclassify it from a consolidated subsidiary to an equity method affiliate, along with decisions on the fiscal 2025 year end dividend and other business items (Key Developments) Board meeting on February 10, 2026 to review and approve changes in personnel affairs and other matters (Key Developments) Announcement of a year end dividend of ¥10.00 per share for the fiscal year ended December 31, 2025, compared with ¥6.00 per share paid the prior year, payable on March 9, 2026 with a record date of December 31, 2025 (Key Developments) Guidance for the first quarter ending March 31, 2026, with expected consolidated net sales of ¥100,000 million, operating loss of ¥6,000 million, loss attributable to owners of parent of ¥10,000 million, and basic loss per share of ¥28.59 (Key Developments) Board meeting on January 5, 2026 to consider and approve changes in personnel affairs (Key Developments) Valuation Changes Fair Value: Adjusted slightly higher from ¥1,703.13 to ¥1,721.88 per share.Aggiornamento della narrazione • Mar 06
3436: Dividend Hike And Loss Outlook Will Shape Fair Value View
Analysts have raised their price target on Sumco from ¥1,574 to ¥1,703. This change reflects updated assumptions for slightly higher revenue, a modestly lower profit margin, and a higher future P/E multiple in their models.Aggiornamento della narrazione • Feb 20
3436: Dividend Increase And Loss Guidance Will Shape Fairly Balanced Outlook
Analysts have lifted their price target on Sumco from ¥1,520 to about ¥1,574, reflecting updated assumptions that combine a slightly lower revenue growth outlook with a modestly higher profit margin and a marginal adjustment to the expected future P/E multiple. What's in the News Board meeting scheduled for February 19, 2026 to consider reclassifying consolidated subsidiary Formosa Sumco Technology Corporation as an equity method affiliate through a partial share sale on the securities market, to decide the year end dividend for fiscal 2025 and to address other business items (company announcement).Articolo di analisi • Feb 12
Analysts Are Updating Their Sumco Corporation (TSE:3436) Estimates After Its Yearly Results
As you might know, Sumco Corporation ( TSE:3436 ) recently reported its full-year numbers. It was a respectable set of...Aggiornamento della narrazione • Feb 06
3436: Dividend Commitment And Loss Guidance Will Shape Balanced Forward Outlook
Analysts have kept their fair value estimate for Sumco broadly steady at ¥1,520, with only small adjustments to the discount rate, margin and future P/E assumptions. This reflects fine tuning of their models rather than a major shift in view.Aggiornamento della narrazione • Jan 22
3436: Future Dividend Commitment And Higher P/E Assumptions Will Support Balanced Outlook
Analysts have raised their fair value estimate for Sumco from ¥1,472.50 to ¥1,520.00, reflecting updated assumptions for revenue growth, profit margins, and a higher future P/E multiple. What's in the News A board meeting is scheduled for Jan 5, 2026 to consider and approve changes in personnel affairs, signaling upcoming adjustments in senior roles or governance (company announcement).Articolo di analisi • Jan 15
Sumco Corporation's (TSE:3436) Share Price Boosted 29% But Its Business Prospects Need A Lift Too
Sumco Corporation ( TSE:3436 ) shareholders are no doubt pleased to see that the share price has bounced 29% in the...Aggiornamento della narrazione • Jan 08
3436: Future Loss Guidance And Lower P/E Will Restrain Share Upside
Analysts have lifted their price target for Sumco from ¥950 to about ¥973, citing updated assumptions for revenue growth, profit margins, and a lower future P/E that shift their valuation inputs. What's in the News Board meeting scheduled for January 5, 2026, to consider and approve changes in personnel affairs, which could affect senior management roles and decision making (Key Developments).Aggiornamento della narrazione • Dec 24
3436: Future Dividend Stability And Modest Margin Recovery Will Support Upside
Analysts have trimmed their price target for Sumco slightly, from ¥1,493 to ¥1,473, citing marginally softer long term assumptions for revenue growth and profit margins, while keeping the discount rate and future valuation multiples broadly unchanged. What's in the News Issued new consolidated guidance for fiscal 2025, projecting net sales of JPY 404.4 billion, an operating loss of JPY 4.2 billion, and a net loss of JPY 16.9 billion, or a basic loss per share of JPY 48.33 (Key Developments).Articolo di analisi • Dec 19
Sumco (TSE:3436) Has Announced A Dividend Of ¥10.00
The board of Sumco Corporation ( TSE:3436 ) has announced that it will pay a dividend of ¥10.00 per share on the 9th of...Aggiornamento della narrazione • Dec 10
3436: Stable Dividend And Modest Margin Recovery Will Support Future Upside
Analysts have modestly raised their price target on Sumco to ¥1,493.13 per share, citing stable long term revenue growth, profit margin expectations, and a consistent future P E multiple that together support a slightly higher valuation profile. What's in the News Issued consolidated guidance for fiscal 2025, forecasting net sales of JPY 404.4 billion, an operating loss of JPY 4.2 billion, and a loss attributable to owners of JPY 16.9 billion, or a basic loss of JPY 48.33 per share (company guidance) Revised dividend guidance for fiscal 2025, now expecting an annual dividend of JPY 20 per share, including an interim dividend of JPY 10 and a newly set year end dividend of JPY 10 per share (company guidance) Scheduled a board meeting for November 11, 2025, with an agenda focused on revising the dividend forecast (company announcement) Valuation Changes Fair Value: Unchanged at approximately ¥1,493.13 per share, indicating no revision to the intrinsic valuation estimate.Articolo di analisi • Dec 06
Sumco (TSE:3436) Has A Somewhat Strained Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Aggiornamento della narrazione • Nov 26
3436: Dividend Revision And Modest Earnings Recovery Will Support Future Upside
Analysts have slightly reduced their price target for Sumco from ¥1,519.69 to ¥1,493.13. This change reflects minor adjustments to profit margin and revenue growth projections while maintaining the same discount rate.Articolo di analisi • Nov 18
Sumco (TSE:3436) Will Pay A Dividend Of ¥10.00
The board of Sumco Corporation ( TSE:3436 ) has announced that it will pay a dividend of ¥10.00 per share on the 9th of...Articolo di analisi • Nov 13
Sumco Corporation (TSE:3436) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next Year
It's shaping up to be a tough period for Sumco Corporation ( TSE:3436 ), which a week ago released some disappointing...Articolo di analisi • Nov 12
Investors Give Sumco Corporation (TSE:3436) Shares A 29% Hiding
Sumco Corporation ( TSE:3436 ) shareholders won't be pleased to see that the share price has had a very rough month...Aggiornamento della narrazione • Nov 08
3436: Fair Value Estimate Will Remain Stable Despite Minor Model Revisions
Analysts have maintained their fair value estimate for Sumco at ¥1,519.69, noting only minor adjustments to model assumptions and reaffirming their existing outlook for the company. Valuation Changes Fair Value Estimate remains steady at ¥1,519.69, with no change from the previous assessment.Aggiornamento della narrazione • Oct 25
Dividend Decisions And Financial Forecasts Will Shape Industry Positioning Ahead
Analysts have raised their price target for Sumco from ¥1,455.31 to ¥1,519.69, citing modest improvements in revenue growth forecasts, while changes in other financial assumptions have been only incremental. What's in the News Sumco Corporation announced a second quarter-end dividend of JPY 10.00 per share for the six months ended June 30, 2025.Aggiornamento della narrazione • Oct 11
Focusing On AI-Driven Advanced Wafers To Secure Future Success
Analysts have raised their price target for Sumco from ¥1,399.69 to ¥1,455.31, citing incremental improvements in revenue growth and profit margin forecasts. What's in the News Sumco announced its second quarter-end dividend of JPY 10.00 per share for the six months ended June 30, 2025, which is down from JPY 15.00 per share a year earlier (Key Developments).Aggiornamento della narrazione • Sep 27
Focusing On AI-Driven Advanced Wafers To Secure Future Success
Sumco's consensus price target has been raised to ¥1400, primarily reflecting multiple expansion as the future P/E increased despite revenue growth forecasts remaining stable. What's in the News Second quarter-end dividend reduced to JPY 10.00 per share from JPY 15.00 per share a year ago.Articolo di analisi • Sep 22
Why Investors Shouldn't Be Surprised By Sumco Corporation's (TSE:3436) 27% Share Price Surge
Sumco Corporation ( TSE:3436 ) shares have continued their recent momentum with a 27% gain in the last month alone...Articolo di analisi • Aug 20
Some Investors May Be Willing To Look Past Sumco's (TSE:3436) Soft Earnings
The market for Sumco Corporation's ( TSE:3436 ) shares didn't move much after it posted weak earnings recently. We did...Aggiornamento della narrazione • Aug 19
Focusing On AI-Driven Advanced Wafers To Secure Future Success
Sumco's consensus price target has been revised downward primarily due to a decline in net profit margin and a slight increase in future P/E, resulting in a new fair value estimate of ¥1,312. What's in the News Board approved an interim dividend announcement for fiscal year 2025.Articolo di analisi • Aug 10
Earnings Beat: Sumco Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Investors in Sumco Corporation ( TSE:3436 ) had a good week, as its shares rose 4.6% to close at JP¥1,218 following the...Articolo di analisi • Jul 21
Is Sumco (TSE:3436) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Nuova narrazione • Feb 22
Modernizing Plants Will Enable Production Of Leading-Edge Wafers To Meet Future Demand
Sumco's production enhancements and restructuring efforts aim to improve profitability by focusing on high-demand, leading-edge wafers and optimizing operational efficiency.Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Sumco guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 408,600 | -23,267 | 53,872 | 0 |
| 31 Dec 25 | 409,670 | -11,751 | 26,085 | 11,151 |
| 30 Sep 25 | 404,391 | 2,623 | 50,302 | 0 |
| 30 Jun 25 | 403,718 | 10,344 | 39,764 | 8,532 |
| 31 Mar 25 | 405,577 | 17,869 | 40,339 | 0 |
| 31 Dec 24 | 396,619 | 19,877 | 27,269 | 8,532 |
| 30 Sep 24 | 401,754 | 21,206 | 35,391 | 0 |
| 30 Jun 24 | 403,555 | 26,851 | 26,837 | 8,180 |
| 31 Mar 24 | 409,507 | 31,241 | 26,841 | 8,180 |
| 31 Dec 23 | 425,941 | 63,884 | 26,990 | 8,180 |
| 30 Sep 23 | 438,276 | 77,348 | 28,357 | 6,555 |
| 30 Jun 23 | 454,330 | 88,528 | 28,624 | 6,555 |
| 31 Mar 23 | 450,582 | 92,701 | 28,003 | 6,555 |
| 31 Dec 22 | 441,083 | 70,205 | 27,116 | 6,555 |
| 30 Sep 22 | 414,869 | 65,935 | 27,290 | 5,584 |
| 30 Jun 22 | 385,308 | 56,071 | 25,446 | 5,584 |
| 31 Mar 22 | 360,184 | 48,947 | 24,397 | 5,584 |
| 31 Dec 21 | 335,674 | 41,120 | 22,992 | 5,584 |
| 30 Sep 21 | 317,051 | 32,275 | 22,972 | 4,857 |
| 30 Jun 21 | 301,969 | 25,057 | 22,429 | 4,857 |
| 31 Mar 21 | 295,028 | 24,390 | 22,366 | 4,857 |
| 31 Dec 20 | 291,333 | 25,505 | 22,417 | 4,857 |
| 30 Sep 20 | 289,694 | 25,189 | 21,417 | 5,215 |
| 30 Jun 20 | 290,115 | 26,954 | 21,826 | 5,215 |
| 31 Mar 20 | 289,601 | 28,469 | 21,670 | 5,215 |
| 31 Dec 19 | 299,460 | 33,112 | 22,297 | 5,215 |
| 30 Sep 19 | 311,114 | 44,049 | 22,595 | 5,661 |
| 30 Jun 19 | 322,523 | 53,408 | 22,880 | 5,661 |
| 31 Mar 19 | 329,873 | 58,947 | 23,331 | 5,661 |
| 31 Dec 18 | 325,059 | 58,580 | 23,271 | 5,661 |
| 30 Sep 18 | 312,678 | 53,058 | 22,988 | 5,469 |
| 30 Jun 18 | 295,656 | 45,533 | 22,173 | 5,469 |
| 31 Mar 18 | 277,721 | 36,169 | 21,292 | 5,469 |
| 31 Dec 17 | 260,627 | 27,016 | 20,559 | 5,469 |
| 30 Sep 17 | 246,350 | 19,786 | 19,801 | 5,630 |
| 30 Jun 17 | 232,140 | 13,915 | 19,284 | 5,630 |
| 31 Mar 17 | 219,777 | 8,625 | 18,903 | 5,630 |
| 31 Dec 16 | 211,361 | 6,588 | 18,592 | 5,630 |
| 30 Sep 16 | 210,253 | 7,445 | 18,182 | 5,801 |
| 30 Jun 16 | 216,967 | 11,141 | 18,748 | 5,801 |
| 31 Mar 16 | 228,190 | 16,452 | 19,019 | 5,801 |
| 31 Dec 15 | 236,826 | 19,747 | 19,305 | 5,801 |
| 30 Sep 15 | 239,853 | 18,979 | 20,788 | 5,168 |
| 30 Jun 15 | 239,371 | 18,811 | 20,181 | 5,168 |
Guadagni di qualità: 3436 al momento non è redditizia.
Margine di profitto in crescita: 3436 al momento non è redditizia.
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: 3436 non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 26.7% all'anno.
Accelerare la crescita: Impossibile confrontare la crescita degli utili di 3436 nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia
Guadagni vs Settore: 3436 non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Semiconductor ( 6.9% ).
Rendimento del capitale proprio
ROE elevato: 3436 ha un Return on Equity negativo ( -3.5% ), in quanto al momento non è redditizio.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/20 15:43 |
| Prezzo dell'azione a fine giornata | 2026/06/19 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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
Sumco Corporation è coperta da 25 analisti. 16 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.
| Analista | Istituzione |
|---|---|
| Mikiya Yamada | Barclays |
| Hao Dai | Bernstein |
| Stacy Rasgon | Bernstein |