ROHM Performance degli utili passati
Criteri Il passato verificati 0/6
Gli utili di ROHM sono diminuiti a un tasso medio annuo di -50.4%, 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 2.3%.
Informazioni chiave
-50.35%
Tasso di crescita degli utili
-50.42%
Tasso di crescita dell'EPS
| Semiconductor Crescita del settore | 26.92% |
| Tasso di crescita dei ricavi | 2.27% |
| Rendimento del capitale proprio | -20.88% |
| Margine netto | -32.93% |
| Prossimo aggiornamento sugli utili | 05 Aug 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • Jun 25
6963: AI Cycle Optimism Will Outrun Fundamentals Despite Automotive Power Tailwinds
Analysts have raised their fair value estimate for ROHM stock from ¥3,600 to ¥4,260, citing updated Street research that includes a recent upgrade to Buy with a higher ¥6,500 price target. This research is being used as support for stronger long term assumptions around revenue growth, profit margins, and future P/E levels.Articolo di analisi • Jun 20
ROHM (TSE:6963) Stock Could Be 53% Overvalued After New 48V Auto Power Launch
ROHM (TSE:6963) stock is in focus after the company started mass production and online sales of its AG16xFNxx Series 80V power MOSFETs aimed at automotive 48V power supply systems. See our latest analysis for ROHM. These product launches around automotive 48V systems and SiC power devices for AI servers coincide with strong momentum in ROHM’s stock, with a 30 day share price return of 31.64% and a 1 year total shareholder return of 232.92%. This highlights how sentiment has shifted over both...Aggiornamento della narrazione • Jun 09
6963: AI Server Power Hype Will Restrain Shares Despite Sector Tailwinds
Analysts have raised their fair value estimate for ROHM from ¥2,944 to ¥3,600, citing recent Street research that highlights stronger long-cycle demand expectations and a higher future P/E profile, as reflected in upgraded external targets such as the increase to ¥6,500 from ¥3,300. What's in the News ROHM’s 750 V SiC MOSFET (SCT4013DLL) is being used in battery backup units for AI server power supplies in high voltage HVDC architectures, addressing high temperature and high power density conditions in data centers (company announcement, June 2026).Aggiornamento della narrazione • May 26
6963: Cancelled Takeover And Ongoing Power Semiconductor Realignment Will Restrain Shares
Analysts have kept their ¥ fair value estimate for ROHM unchanged at ¥2,944, while updating assumptions for the discount rate, revenue growth, profit margin and future P/E to reflect a fresh view of the company’s risk and earnings profile. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b on March 6, 2026, which would have taken its ownership to 100% if completed (Key Developments).Aggiornamento della narrazione • May 11
6963: Power Semiconductor M&A Uncertainty Will Continue To Cap Future Share Price Potential
Analysts have adjusted their view on ROHM with a revised price target of ¥2,944, reflecting updated assumptions around the discount rate and future P/E, while keeping revenue growth and profit margin expectations essentially unchanged. What's in the News DENSO proposed to acquire the remaining 95.2% of ROHM for an estimated US$8.3b, aiming for full ownership, before later withdrawing the offer after failing to secure support from ROHM's board and special committee (M&A announcement and cancellation).Aggiornamento della narrazione • Apr 22
6963: Power Semiconductor M&A Uncertainty Will Limit Future Share Price Upside
Analysts have raised their price target for ROHM from ¥2,838.89 to ¥2,944.44, citing slightly revised assumptions for discount rates, revenue, profit margins, and future P/E as the primary factors behind the adjustment. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A transaction announcement).Aggiornamento della narrazione • Apr 07
6963: Ongoing Takeover And Merger Talks Will Restrict Future Share Upside
Analysts have adjusted their price target for ROHM from ¥2,715 to about ¥2,839, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News DENSO Corporation has proposed acquiring the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A Transaction Announcements).Aggiornamento della narrazione • Mar 23
6963: Pending Takeover Talks Will Limit Future Upside Potential
Analysts have adjusted their price target on ROHM to ¥2,715 from ¥2,435, reflecting updated assumptions for profit margins, revenue growth and future P/E multiples. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would result in DENSO owning 100% of the company if completed (M&A transaction announcement).Aggiornamento della narrazione • Mar 08
6963: GaN Power Expansion And Pending Takeover Will Restrain Future Upside
Analysts have made a slight upward adjustment to their price target on ROHM, nudging fair value from ¥2,431.82 to ¥2,435.00 as they refresh their assumptions on the discount rate, revenue growth, profit margin, and future P/E. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A Transaction Announcements, March 6, 2026).Aggiornamento della narrazione • Feb 22
6963: Power Devices And Cost Discipline Will Shape Balanced Fair Value Outlook
Analysts have slightly raised their fair value estimate for ROHM from about ¥2,395 to roughly ¥2,432, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E. What's in the News ROHM introduced the BD9xxN5 Series of 500mA LDO regulator ICs using its Nano Cap technology, targeting 12V and 24V primary power supplies in automotive, industrial, and communications equipment, with an emphasis on stable operation using small capacitors and low output voltage ripple (Key Developments).
Nuova narrazione • Feb 12
SiC Expansion And Margin Targets Will Likely Strain Capacity And Depress Returns
Catalysts About ROHM ROHM is a semiconductor manufacturer focused on power and analog technologies across automotive, industrial, consumer and AI server applications. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • Feb 07
6963: Product Pipeline And Cost Pressures Will Shape Balanced Fair Value Outlook
Analysts have raised their fair value estimate for ROHM from ¥2,240.91 to ¥2,395.45, citing slightly revised assumptions for the discount rate, revenue growth, profit margin and future P/E to support the higher price target. What's in the News ROHM introduced the BD9xxN5 Series of 500mA LDO regulator ICs using its Nano Cap control technology, aimed at 12V and 24V automotive, industrial and communication infrastructure power supplies, with a focus on stable operation using small capacitors and reduced output voltage ripple (Key Developments).Articolo di analisi • Feb 06
Earnings Miss: ROHM Co., Ltd. Missed EPS By 18% And Analysts Are Revising Their Forecasts
ROHM Co., Ltd. ( TSE:6963 ) shareholders are probably feeling a little disappointed, since its shares fell 6.8% to...
Nuova narrazione • Jan 28
Fair Long-Term View Centers On SiC Power Devices And Automotive Expansion
Catalysts About ROHM ROHM is a semiconductor company focused on power and analog technologies across automotive, industrial and consumer markets. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • Jan 24
6963: Elevated Multiple And Cost Pressures Will Constrain Product Ramp Upside
Analysts have lifted their fair value estimate for ROHM from ¥2,204.55 to ¥2,240.91, reflecting updated assumptions around discount rates, profit margins and future P/E that slightly adjust their overall price target outlook. What's in the News ROHM revised its consolidated earnings guidance for the year ending March 31, 2026, now projecting net sales of ¥460,000m, operating profit of ¥5,000m, profit attributable to owners of parent of ¥9,000m, and net income per share of ¥23.31, compared with prior guidance of net sales of ¥440,000m, operating profit of ¥4,000m, profit attributable to owners of parent of ¥7,000m, and net income per share of ¥18.14 (Corporate guidance).Articolo di analisi • Jan 22
ROHM (TSE:6963) Has Announced A Dividend Of ¥25.00
The board of ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend on the 26th of June, with investors...Aggiornamento della narrazione • Jan 09
6963: Product Ramp And Raised Guidance Will Support Balanced Earnings Outlook
Analysts have kept their fair value estimate for ROHM steady at ¥2,204.55 while slightly adjusting inputs such as the discount rate and future P/E. This reflects fine tuning of their valuation framework rather than a major shift in outlook.Articolo di analisi • Jan 08
ROHM (TSE:6963) Is Paying Out A Dividend Of ¥25.00
ROHM Co., Ltd. ( TSE:6963 ) will pay a dividend of ¥25.00 on the 26th of June. This makes the dividend yield 2.1...Aggiornamento della narrazione • Dec 22
6963: New Product Pipeline And Guidance Revision Will Support Balanced Profit Outlook
Analysts have modestly raised their price target on ROHM, reflecting slightly higher long term growth and profitability expectations. They are maintaining a fair value estimate of ¥2,204.55 per share, as incremental improvements in revenue growth and profit margins offset a marginally higher discount rate and a slightly lower assumed future P E multiple.Articolo di analisi • Dec 21
ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00
ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 26th of June. This...Aggiornamento della narrazione • Dec 08
6963: New Guidance And Manufacturing Reorganization Will Support Balanced Profit Outlook
Analysts have slightly trimmed their price target on ROHM from approximately $2,222.73 to $2,204.55, reflecting a modest recalibration of valuation multiples, despite marginally higher revenue growth expectations and a lower discount rate. What's in the News Raising full year FY2026 guidance, ROHM now expects net sales of JPY 460 billion and profit attributable to owners of parent of JPY 9 billion, citing stronger first half demand in PCs, servers, and energy saving applications despite macro and cost headwinds (Corporate guidance) The Board approves an interim dividend for shareholders of record on September 30, 2025 and will review the year end dividend forecast, underscoring its policy of stable returns (Board meeting) The Board authorizes a reorganization of the Shiga Plant and four domestic manufacturing related entities into two dedicated wafer and assembly manufacturing companies to improve group manufacturing efficiency and productivity (Board meeting) ROHM launches volume production of multiple next generation power devices and modules, including SiC MOSFETs in TOLL packages, 2 in 1 SiC DOT 247 molded modules, and new high side smart switches aimed at automotive and industrial power density and efficiency gains (Product announcements) New sensing and protection components such as the RPR 0730 high speed optical sensor, the RBE01VYM6AFH Schottky barrier diode for high resolution image sensors, and the ultra low power TLR1901GXZ op amp target growth in ADAS, factory automation, and low power IoT applications (Product announcements) Valuation Changes Fair Value: Trimmed slightly from approximately ¥2,222.73 to ¥2,204.55, reflecting a modest downward revision in the intrinsic value estimate.Articolo di analisi • Dec 07
ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00
ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 26th of June. The...Aggiornamento della narrazione • Nov 24
6963: New Guidance And Product Advances Will Support Balanced Profit Outlook
Analysts have raised their price target for ROHM from ¥2,204.55 to ¥2,222.73. This reflects their view of improved revenue growth prospects, despite greater caution on profit margins and valuation multiples.Aggiornamento della narrazione • Nov 09
6963: Future Margins And Reliability Initiatives Will Balance Slower Sales Momentum
Analysts have lowered their price target for ROHM, reducing the fair value estimate from ¥2,275 to approximately ¥2,204. This adjustment reflects updated assumptions on slower revenue growth and a higher discount rate, even as profit margin forecasts have improved.Articolo di analisi • Nov 09
ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
As you might know, ROHM Co., Ltd. ( TSE:6963 ) just kicked off its latest interim results with some very strong...Aggiornamento della narrazione • Oct 26
Steady Outlook And Advanced Power Devices Will Shape Future Opportunities
Narrative Update on ROHM: Analyst Price Target Revision Analysts have maintained their price target for ROHM at ¥2,275. They cite stable expectations around key financial metrics and a steady outlook for the company's performance.Aggiornamento della narrazione • Oct 12
SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets
Analysts have raised their price target for ROHM from ¥2,149 to ¥2,275. This change reflects slightly higher expected revenue growth and updated market assumptions.Aggiornamento della narrazione • Sep 28
SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets
The upward revision in ROHM's consensus analyst price target to ¥2149 is primarily supported by an increase in its expected Future P/E, signaling higher anticipated growth or valuation multiples. What's in the News ROHM has developed the LogiCoA power supply solution, a hybrid analog-digital reference design using single-MCU control for both PFC and flyback converter topologies, enhancing precision and efficiency in industrial and consumer power supplies.Articolo di analisi • Sep 23
ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00
The board of ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend on the 8th of December, with...Aggiornamento della narrazione • Sep 13
SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets
ROHM’s fair value was maintained with only a negligible upward revision in analyst price target to ¥2004, reflecting stable revenue growth forecasts and an unchanged discount rate. What's in the News ROHM announced the TLR1901GXZ, an ultra-compact CMOS op amp with the industry's lowest circuit current and high measurement accuracy, targeting handheld, wearable, and motion detection applications.Articolo di analisi • Sep 09
ROHM (TSE:6963) Has Affirmed Its Dividend Of ¥25.00
The board of ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 8th of...Aggiornamento della narrazione • Aug 27
SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets
The modest upward revision in ROHM's consensus price target to ¥1894 primarily reflects a slight improvement in revenue growth forecasts, while the discount rate remains stable. What's in the News ROHM launched the AW2K21, an industry-leading 30V N-channel MOSFET in a 2.0mm x 2.0mm package, offering 2.0 milliohms ON-resistance and integrating bidirectional protection with significant reduction in footprint and power loss; miniaturization efforts continue with even smaller models under development.Articolo di analisi • Aug 06
ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
TSE:6963 1 Year Share Price vs Fair Value Explore ROHM's Fair Values from the Community and select yours ROHM Co., Ltd...Articolo di analisi • Jul 21
ROHM (TSE:6963) Is Due To Pay A Dividend Of ¥25.00
ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 8th of December. This...Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come ROHM 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 | 481,148 | -158,424 | 57,756 | 46,605 |
| 31 Dec 25 | 473,339 | -35,478 | 46,982 | 57,245 |
| 30 Sep 25 | 460,672 | -41,840 | 50,207 | 57,245 |
| 30 Jun 25 | 446,395 | -50,587 | 54,328 | 57,245 |
| 31 Mar 25 | 448,466 | -50,090 | 57,079 | 57,245 |
| 31 Dec 24 | 457,296 | 9,071 | 69,100 | 44,423 |
| 30 Sep 24 | 460,483 | 18,726 | 65,280 | 44,423 |
| 30 Jun 24 | 465,893 | 37,296 | 62,177 | 44,423 |
| 31 Mar 24 | 467,780 | 53,963 | 57,942 | 44,423 |
| 31 Dec 23 | 472,850 | 57,499 | 59,422 | 42,560 |
| 30 Sep 23 | 487,289 | 65,523 | 60,606 | 42,560 |
| 30 Jun 23 | 502,933 | 74,369 | 59,104 | 42,560 |
| 31 Mar 23 | 507,882 | 80,344 | 58,784 | 42,560 |
| 31 Dec 22 | 504,094 | 86,324 | 66,028 | 36,126 |
| 30 Sep 22 | 489,379 | 88,118 | 61,657 | 36,126 |
| 30 Jun 22 | 465,982 | 81,293 | 58,124 | 36,126 |
| 31 Mar 22 | 452,124 | 66,794 | 54,715 | 36,126 |
| 31 Dec 21 | 434,398 | 66,481 | 51,427 | 31,537 |
| 30 Sep 21 | 414,496 | 55,244 | 49,696 | 31,537 |
| 30 Jun 21 | 390,145 | 41,321 | 48,531 | 31,537 |
| 31 Mar 21 | 359,888 | 36,969 | 47,609 | 31,537 |
| 31 Dec 20 | 347,375 | 23,017 | 79,957 | 0 |
| 30 Sep 20 | 342,100 | 24,411 | 81,118 | 0 |
| 30 Jun 20 | 353,040 | 27,018 | 80,885 | 0 |
| 31 Mar 20 | 362,885 | 25,597 | 82,269 | 0 |
| 31 Dec 19 | 367,498 | 23,483 | 44,315 | 39,578 |
| 30 Sep 19 | 377,000 | 28,186 | 45,809 | 39,578 |
| 30 Jun 19 | 388,647 | 36,911 | 47,776 | 39,578 |
| 31 Mar 19 | 398,989 | 45,442 | 88,353 | 0 |
| 31 Dec 18 | 404,159 | 46,322 | 49,476 | 38,852 |
| 30 Sep 18 | 407,493 | 45,088 | 49,538 | 38,852 |
| 30 Jun 18 | 401,872 | 41,375 | 49,021 | 38,852 |
| 31 Mar 18 | 397,107 | 37,249 | 87,510 | 0 |
| 31 Dec 17 | 391,191 | 35,796 | 50,808 | 37,277 |
| 30 Sep 17 | 380,588 | 41,400 | 49,732 | 37,277 |
| 30 Jun 17 | 365,224 | 34,604 | 48,169 | 37,277 |
| 31 Mar 17 | 352,010 | 26,431 | 47,938 | 37,277 |
| 31 Dec 16 | 342,455 | 19,224 | 42,437 | 40,868 |
| 30 Sep 16 | 334,619 | 7,644 | 43,307 | 40,868 |
| 30 Jun 16 | 340,681 | 16,177 | 45,723 | 40,868 |
| 31 Mar 16 | 352,397 | 25,685 | 47,339 | 40,868 |
| 31 Dec 15 | 361,927 | 38,449 | 51,449 | 39,996 |
| 30 Sep 15 | 370,146 | 49,953 | 52,011 | 39,996 |
Guadagni di qualità: 6963 al momento non è redditizia.
Margine di profitto in crescita: 6963 al momento non è redditizia.
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: 6963 non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 50.4% all'anno.
Accelerare la crescita: Impossibile confrontare la crescita degli utili di 6963 nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia
Guadagni vs Settore: 6963 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: 6963 ha un Return on Equity negativo ( -20.88% ), 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 | 2026/06/30 01:05 |
| Prezzo dell'azione a fine giornata | 2026/06/30 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2026/03/31 |
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.
| 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
ROHM Co., Ltd. è coperta da 22 analisti. 11 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 |
|---|---|
| Masaru Koshita | Barclays |
| Xin Sun | Bernstein |
| Masashi Kubota | BofA Global Research |