MINEBEA MITSUMI（MEA）株式概要ミネベアミツミ株式会社は、機械加工品、電子機器・部品、自動車、産業機械、ホームセキュリティー事業を国内外で製造・供給している。 詳細MEA ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長1/6過去の実績4/6財務の健全性5/6配当金2/6報酬当社が推定した公正価値より24.6%で取引されている 収益は年間4.21%増加すると予測されています 過去1年間で収益は66.6%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析財務結果に影響を与える大きな一時的項目 German市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るMEA Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW496,135 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG496,135 investors already sharing narrativesYour Fair Value€Current Price€20.8025.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02t2016201920222025202620282031Revenue JP¥2.0tEarnings JP¥116.4bAdvancedSet Fair ValueView all narrativesMINEBEA MITSUMI Inc. 競合他社RATIONALSymbol: XTRA:RAAMarket cap: €7.1bGEA GroupSymbol: XTRA:G1AMarket cap: €9.6bKronesSymbol: XTRA:KRNMarket cap: €3.5bDMG MORISymbol: XTRA:GILMarket cap: €3.7b価格と性能株価の高値、安値、推移の概要MINEBEA MITSUMI過去の株価現在の株価JP¥20.8052週高値JP¥28.6052週安値JP¥12.60ベータ11ヶ月の変化-16.13%3ヶ月変化26.83%1年変化62.50%3年間の変化22.35%5年間の変化-10.34%IPOからの変化432.38%最新ニュースBuy Or Sell Opportunity • Jul 13Now 20% undervaluedOver the last 90 days, the stock has risen 49% to €22.40. The fair value is estimated to be €28.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 3.5%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 3.9% per annum over the same time period.New Risk • Jul 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results.New Risk • Jul 03New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €22.60, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 12x in the Machinery industry in Germany. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.51 per share.Buy Or Sell Opportunity • Jun 10Now 21% undervaluedOver the last 90 days, the stock has risen 56% to €23.80. The fair value is estimated to be €30.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 3.5%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are also forecast to grow by 1.4% per annum over the same time period.Board Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Lead Independent Outside Director Yuko Miyazaki was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • Jul 13Now 20% undervaluedOver the last 90 days, the stock has risen 49% to €22.40. The fair value is estimated to be €28.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 3.5%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 3.9% per annum over the same time period.New Risk • Jul 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results.New Risk • Jul 03New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €22.60, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 12x in the Machinery industry in Germany. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.51 per share.Buy Or Sell Opportunity • Jun 10Now 21% undervaluedOver the last 90 days, the stock has risen 56% to €23.80. The fair value is estimated to be €30.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 3.5%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are also forecast to grow by 1.4% per annum over the same time period.Board Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Lead Independent Outside Director Yuko Miyazaki was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 12+ 1 more updateMINEBEA MITSUMI Inc., Annual General Meeting, Jun 26, 2026MINEBEA MITSUMI Inc., Annual General Meeting, Jun 26, 2026.お知らせ • Feb 06MINEBEA MITSUMI Inc. to Report Fiscal Year 2026 Results on May 12, 2026MINEBEA MITSUMI Inc. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 12, 2026お知らせ • Nov 06+ 3 more updatesMINEBEA MITSUMI Inc. Announces Dividend for the Second Quarter Ended September 30, 2025, Payable on November 28, 2025MINEBEA MITSUMI Inc. announced dividend of JPY 25.00 per share for the second quarter ended September 30, 2025 compared to JPY 20.00 per share paid a year ago. Expected date of payment for dividends: November 28, 2025.お知らせ • Jul 30MINEBEA MITSUMI Inc. to Report Q2, 2026 Results on Nov 06, 2025MINEBEA MITSUMI Inc. announced that they will report Q2, 2026 results on Nov 06, 2025お知らせ • May 31MINEBEA MITSUMI Inc. to Report Q1, 2026 Results on Aug 05, 2025MINEBEA MITSUMI Inc. announced that they will report Q1, 2026 results on Aug 05, 2025お知らせ • May 09MINEBEA MITSUMI Inc., Annual General Meeting, Jun 27, 2025MINEBEA MITSUMI Inc., Annual General Meeting, Jun 27, 2025.お知らせ • Apr 11MINEBEA MITSUMI Inc. (TSE:6479) enetered into letter of intent to acquire Shibaura Electronics Co.,Ltd. (TSE:6957) from a group of shareholders for ¥67.6 billion.MINEBEA MITSUMI Inc. (TSE:6479) enetered into letter of intent to acquire Shibaura Electronics Co.,Ltd. (TSE:6957) from a group of shareholders for ¥67.6 billion on February 17, 2025. A cash consideration will be paid by MINEBEA MITSUMI Inc. As part of consideration, an undisclosed value is paid towards common equity of Shibaura Electronics Co.,Ltd. MINEBEA MITSUMI Inc. also plans to complete Squeeze Out Process in order to acquire all shares of Shibaura Electronics Co.,Ltd. The transaction is subject to minimum tender. The transaction is expected to close on May 27, 2025. Nomura Securities Co., Ltd. and YAMADA Business Consulting Co.,Ltd. acted as financial advisors, and Kitahama Partners acted as legal advisor to Shibaura Electronics Co.,Ltd. Daiwa Securities Co. Ltd. acted as financial advisor and Nagashima Ohno & Tsunematsu acted as legal advisor to MINEBEA MITSUMI Inc.お知らせ • Feb 05+ 1 more updateMinebea Mitsumi Inc. Provides Dividend Guidance for the Full Year Ending March 31, 2025MINEBEA MITSUMI Inc. revised dividend guidance for the year ending March 31, 2025. For the period, the company now expects ¥25.00 per share against the previous guidance of ¥20.00 per share a year ago. Reasons for Revisions Sharing profits with shareholders is first priority at MinebeaMitsumi. That is why its basic dividend policy gives priority to enhancing equity efficiency and improving returns to shareholders. Dividends, while reflecting performance, are determined in light of the overall business environment and with an eye to maintaining a stable and continuous distribution of profits. Based on the basic policy above, it made the interim dividend ¥20 per share. In addition, the company plan to provide a year-end dividend of ¥25 per share, an increase of ¥5 from the previous fiscal year.お知らせ • Dec 27MINEBEA MITSUMI Inc. Promotes Shinji Shirakata to Managing Executive Officer, Effective as of January 2, 2025MINEBEA MITSUMI Inc. announces the following Executive change decided at the Board of Directors Meeting held on December 25, 2024. Shinji Shirakata is Promoted from Executive Officer to Managing Executive Officer. Personnel change is effective as of January 2, 2025.Reported Earnings • Nov 07Second quarter 2025 earnings released: EPS: JP¥30.00 (vs JP¥39.28 in 2Q 2024)Second quarter 2025 results: EPS: JP¥30.00 (down from JP¥39.28 in 2Q 2024). Revenue: JP¥422.8b (up 11% from 2Q 2024). Net income: JP¥12.1b (down 24% from 2Q 2024). Profit margin: 2.9% (down from 4.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Nov 06MINEBEA MITSUMI Inc. to Report Q3, 2025 Results on Feb 05, 2025MINEBEA MITSUMI Inc. announced that they will report Q3, 2025 results on Feb 05, 2025Upcoming Dividend • Sep 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 29 November 2024. Payout ratio is a comfortable 25% and the cash payout ratio is 94%. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.5%).New Risk • Aug 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 04First quarter 2025 earnings released: EPS: JP¥34.46 (vs JP¥8.92 in 1Q 2024)First quarter 2025 results: EPS: JP¥34.46 (up from JP¥8.92 in 1Q 2024). Revenue: JP¥355.5b (up 22% from 1Q 2024). Net income: JP¥13.9b (up 283% from 1Q 2024). Profit margin: 3.9% (up from 1.2% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Aug 02MINEBEA MITSUMI Inc. to Report Q2, 2025 Results on Nov 06, 2024MINEBEA MITSUMI Inc. announced that they will report Q2, 2025 results on Nov 06, 2024Declared Dividend • Jul 17Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th September 2024 Payment date: 29th November 2024 Dividend yield will be 97%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 6.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥133 (vs JP¥188 in FY 2023)Full year 2024 results: EPS: JP¥133 (down from JP¥188 in FY 2023). Revenue: JP¥1.40t (up 8.5% from FY 2023). Net income: JP¥54.0b (down 30% from FY 2023). Profit margin: 3.9% (down from 6.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.New Risk • May 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.9% Last year net profit margin: 6.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.お知らせ • May 12+ 1 more updateMINEBEA MITSUMI Inc. to Report Q1, 2025 Results on Aug 02, 2024MINEBEA MITSUMI Inc. announced that they will report Q1, 2025 results on Aug 02, 2024お知らせ • May 03MINEBEA MITSUMI Inc. (TSE:6479) completed the acquisition of Hitachi Power Semiconductor Device, Ltd. And Overseas Sales Business from Hitachi, Ltd. (TSE:6501).MINEBEA MITSUMI Inc. (TSE:6479) entered into a share purchase agreement to acquire Hitachi Power Semiconductor Device, Ltd. And Overseas Sales Business from Hitachi, Ltd. (TSE:6501) on November 2, 2023. BofA Securities Japan Co., Ltd. acted as financial advisor to Hitachi, Ltd. MINEBEA MITSUMI Inc. (TSE:6479) completed the acquisition of Hitachi Power Semiconductor Device, Ltd. And Overseas Sales Business from Hitachi, Ltd. (TSE:6501) on May 2, 2024.Buy Or Sell Opportunity • Apr 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.0% to €17.40. The fair value is estimated to be €21.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 29% in the next 2 years.Buy Or Sell Opportunity • Apr 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.7% to €17.70. The fair value is estimated to be €22.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 24% and the cash payout ratio is 83%. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.2%).Buy Or Sell Opportunity • Mar 14Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €18.00. The fair value is estimated to be €22.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Buy Or Sell Opportunity • Feb 11Now 20% undervaluedOver the last 90 days, the stock has risen 14% to €18.20. The fair value is estimated to be €22.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.お知らせ • Feb 04MINEBEA MITSUMI Inc. to Report Fiscal Year 2024 Results on May 10, 2024MINEBEA MITSUMI Inc. announced that they will report fiscal year 2024 results on May 10, 2024Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥36.60 (vs JP¥31.87 in 3Q 2023)Third quarter 2024 results: EPS: JP¥36.60 (up from JP¥31.87 in 3Q 2023). Revenue: JP¥381.2b (up 2.6% from 3Q 2023). Net income: JP¥14.8b (up 13% from 3Q 2023). Profit margin: 3.9% (up from 3.5% in 3Q 2023). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 02MINEBEA MITSUMI Inc. Revises Dividend Forecast for the Fiscal Year Ending March 31, 2024MINEBEA MITSUMI Inc. revised dividend forecast for the fiscal year ending March 31, 2024. For the year, company expects to pay dividend of JPY 20.00 per share against JPY 20.00 per share paid an year ago.New Risk • Nov 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 52% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.お知らせ • Nov 04MINEBEA MITSUMI Inc. (TSE:6479) entered into a share purchase agreement to acquire Hitachi Power Semiconductor Device, Ltd. And Overseas Sales Business from Hitachi, Ltd. (TSE:6501).MINEBEA MITSUMI Inc. (TSE:6479) entered into a share purchase agreement to acquire Hitachi Power Semiconductor Device, Ltd. And Overseas Sales Business from Hitachi, Ltd. (TSE:6501) on November 2, 2023.お知らせ • Nov 03MINEBEA MITSUMI Inc. to Report Q3, 2024 Results on Feb 02, 2024MINEBEA MITSUMI Inc. announced that they will report Q3, 2024 results on Feb 02, 2024Reported Earnings • Nov 03Second quarter 2024 earnings released: EPS: JP¥39.17 (vs JP¥48.62 in 2Q 2023)Second quarter 2024 results: EPS: JP¥39.17 (down from JP¥48.62 in 2Q 2023). Revenue: JP¥379.7b (up 15% from 2Q 2023). Net income: JP¥16.0b (down 20% from 2Q 2023). Profit margin: 4.2% (down from 6.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Nov 02MINEBEA MITSUMI Inc. Announces Dividends from Surplus (Interim Dividend), Effective November 29, 2023MINEBEA MITSUMI Inc. announced dividends from surplus (interim dividend) of JPY 20.00 same as JPY 20.00 paid a year ago with a date of record of September 30, 2023. Effective date: November 29, 2023.Upcoming Dividend • Sep 21Upcoming dividend of JP¥20.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 29 November 2023. Payout ratio is a comfortable 24% but the company is paying out more than the cash it is generating. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.8%).New Risk • Aug 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 47% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (182% cash payout ratio). Large one-off items impacting financial results.Reported Earnings • Aug 06First quarter 2024 earnings released: EPS: JP¥8.97 (vs JP¥26.43 in 1Q 2023)First quarter 2024 results: EPS: JP¥8.97 (down from JP¥26.43 in 1Q 2023). Revenue: JP¥292.4b (up 17% from 1Q 2023). Net income: JP¥3.66b (down 66% from 1Q 2023). Profit margin: 1.3% (down from 4.3% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 05MINEBEA MITSUMI Inc. to Report Q2, 2024 Results on Nov 02, 2023MINEBEA MITSUMI Inc. announced that they will report Q2, 2024 results on Nov 02, 2023お知らせ • Jul 18United States District Court for the Eastern District of Michigan Southern Division Approves the Announcement Concerning Proposed Distribution Plan for the Proceeds of $9.75 Million Settlement with the Minebea DefendantsFreed Kanner London & Millen LLC; Kohn, Swift & Graf, P.C.; Preti, Flaherty, Beliveau & Pachios, LLP; Spector Roseman & Kodroff, P.C.; Cera LLP; and Cohen Milstein Sellers & Toll PLLC announced that the United States District Court for the Eastern District of Michigan Southern Division ("Court") has approved the announcement concerning a proposed distribution plan for the proceeds of a $9.75 million settlement with the Minebea Defendants ("Minebea Settlement Fund") in a price fixing class action lawsuit relating to small bearings. The settlement resolved allegations against the Minebea Defendants that they conspired to suppress and eliminate competition for Small Bearings by agreeing to raise, fix, maintain, and/or stabilize prices, rig bids, and allocate markets and customers for Small Bearings sold in the United States, in violation of federal antitrust laws. Small Bearings refers to bearings whose outer diameter is 30 millimeters or less. The settlement affects those who purchased small bearings in the United States between June 1, 2003 and February 15, 2017 directly from MINEBEA MITSUMI Inc., NMB (USA), Inc., NMB Technologies Corporation, NSK Ltd., NSK Americas, Inc., or NSK Corporation. A hearing will be held on October 12, 2023, at 2:00 p.m., before the Honorable Sean F. Cox, United States District Judge, for the purpose of determining whether to approve: (1) the proposed plan of distribution of the Minebea Settlement Fund; (2) Settlement Class Counsel's request for an award from the Minebea settlement proceeds of attorneys' fees and litigation costs and expenses; and (3) a service award for the Class Representative.Reported Earnings • May 15Full year 2023 earnings released: EPS: JP¥188 (vs JP¥170 in FY 2022)Full year 2023 results: EPS: JP¥188 (up from JP¥170 in FY 2022). Revenue: JP¥1.29t (up 15% from FY 2022). Net income: JP¥77.0b (up 12% from FY 2022). Profit margin: 6.0% (down from 6.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • May 12MINEBEA MITSUMI Inc. to Report Q1, 2024 Results on Aug 04, 2023MINEBEA MITSUMI Inc. announced that they will report Q1, 2024 results on Aug 04, 2023お知らせ • May 11+ 1 more updateMINEBEA MITSUMI Inc. Announces Year-End Dividend for the Year Ended March 31, 2023. Payable on June 30, 2023MinebeaMitsumi Inc. announced year-end dividend of JPY 20.00 per share for the year ended March 31, 2023 compared to JPY 18.00 per share for the same period last year. Expected date of payment for dividends is June 30, 2023.Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: JP¥31.87 (vs JP¥45.42 in 3Q 2022)Third quarter 2023 results: EPS: JP¥31.87 (down from JP¥45.42 in 3Q 2022). Revenue: JP¥371.4b (up 22% from 3Q 2022). Net income: JP¥13.1b (down 28% from 3Q 2022). Profit margin: 3.5% (down from 6.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Feb 04+ 1 more updateMINEBEA MITSUMI Inc. to Report Q4, 2023 Results on May 11, 2023MINEBEA MITSUMI Inc. announced that they will report Q4, 2023 results on May 11, 2023お知らせ • Feb 03Minebea Mitsumi Inc. Revises Consolidated Forecast for the Fiscal Year Ending March 31, 2023MINEBEA MITSUMI Inc. revised consolidated forecast for the fiscal year ending March 31, 2023. For the year, company expects Net sales of JPY 1,300,000 million compared to JPY 1,250,000 million, Operating income of JPY 100,000 million compared to JPY 115,000 million, Profit for the period attributable to owners of the parent of JPY 71,000 million compared to JPY 85,000 million and Earnings per share, basic to be JPY 172.76.お知らせ • Jan 28MINEBEA MITSUMI Inc (TSE:6479) completed the acquisition of Honda Lock Mfg. Co., Ltd. from Honda Motor Co., Ltd. (TSE:7267).MINEBEA MITSUMI Inc. (TSE:6479) entered into a share transfer agreement to acquire Honda Lock Mfg. Co., Ltd. from Honda Motor Co., Ltd. (TSE:7267) on August 4, 2022. MINEBEA MITSUMI Inc. will acquire 1.643 million shares of Honda Lock Mfg. Co., Ltd. For the year ending March 31, 2022, Honda Lock Mfg. Co., Ltd. reported revenue of ¥93.54 billion, net income of ¥834 million and EBIT of ¥2.13 billion. The transaction is subject to regulatory approvals and is expected to complete by end of 2022. MINEBEA MITSUMI Inc. (TSE:6479) completed the acquisition of Honda Lock Mfg. Co., Ltd. from Honda Motor Co., Ltd. (TSE:7267) on January 27, 2023. Honda Lock has changed its name to Minebea Access Solutions Inc.Buying Opportunity • Jan 17Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €18.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 8.4% per annum over the same time period.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Outside Director Yuko Miyazaki was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 03Second quarter 2023 earnings released: EPS: JP¥48.62 (vs JP¥50.36 in 2Q 2022)Second quarter 2023 results: EPS: JP¥48.62 (down from JP¥50.36 in 2Q 2022). Revenue: JP¥330.0b (up 17% from 2Q 2022). Net income: JP¥20.1b (down 1.6% from 2Q 2022). Profit margin: 6.1% (down from 7.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Nov 03MINEBEA MITSUMI Inc. to Report Q3, 2023 Results on Feb 03, 2023MINEBEA MITSUMI Inc. announced that they will report Q3, 2023 results on Feb 03, 2023お知らせ • Nov 02+ 1 more updateMINEBEA MITSUMI Inc. Declares Dividend for the End of Second Quarter Ended September 30, 2022, Payable on November 29, 2022MINEBEA MITSUMI Inc. declared dividend for the end of second quarter ended September 30, 2022 of JPY 20.00 per share compared to JPY 18.00 per share for the same period last year. Expected date of payment for dividends: November 29, 2022.Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 29 November 2022. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (3.2%).Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥26.43 (vs JP¥36.11 in 1Q 2022)First quarter 2023 results: EPS: JP¥26.43 (down from JP¥36.11 in 1Q 2022). Revenue: JP¥251.0b (up 1.1% from 1Q 2022). Net income: JP¥10.7b (down 27% from 1Q 2022). Profit margin: 4.3% (down from 5.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.0%, compared to a 9.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 11% per year.お知らせ • Aug 06+ 1 more updateMinebea Mitsumi Inc. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2022 and for the Year Ending March 31, 2023MINEBEA MITSUMI Inc. provided consolidated earnings guidance for the six months ending September 30, 2022. For the six months, the company expects net sales of JPY 568,000 million, operating income of JPY 41,000 million, profit for the period attributable to owners of the parent of JPY 30,000 million or JPY 73.86 per share basic. For the year ending March 31, 2023, the company expects net sales of JPY 1,200,000 million, operating income of JPY 102,000 million, profit for the period attributable to owners of the parent of JPY 76,000 million or JPY 187.11 per share basic.Reported Earnings • May 13Full year 2022 earnings released: EPS: JP¥170 (vs JP¥94.95 in FY 2021)Full year 2022 results: EPS: JP¥170 (up from JP¥94.95 in FY 2021). Revenue: JP¥1.12t (up 14% from FY 2021). Net income: JP¥68.9b (up 78% from FY 2021). Profit margin: 6.1% (up from 3.9% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.7%, compared to a 9.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 8% per year.お知らせ • May 12+ 3 more updatesMinebeaMitsumi Inc. to Report Q1, 2023 Results on Aug 05, 2022MinebeaMitsumi Inc. announced that they will report Q1, 2023 results on Aug 05, 2022Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Outside Director Hirofumi Katase was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08MinebeaMitsumi Inc. to Report Fiscal Year 2022 Results on May 11, 2022MinebeaMitsumi Inc. announced that they will report fiscal year 2022 results on May 11, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (1.9%).Reported Earnings • Feb 06Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥45.42 (up from JP¥39.60 in 3Q 2021). Revenue: JP¥304.3b (up 10% from 3Q 2021). Net income: JP¥18.4b (up 14% from 3Q 2021). Profit margin: 6.0% (up from 5.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 3.3%, compared to a 10.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • Feb 04+ 1 more updateMinebeaMitsumi Inc. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2022MinebeaMitsumi Inc. provided dividend guidance for the fiscal year ending March 31, 2022. For the year, the company expects to pay dividend of JPY 18.00 per share.Reported Earnings • Nov 06Second quarter 2022 earnings released: EPS JP¥50.36 (vs JP¥32.42 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥282.0b (up 2.8% from 2Q 2021). Net income: JP¥20.4b (up 54% from 2Q 2021). Profit margin: 7.2% (up from 4.8% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 30 November 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.2%). In line with average of industry peers (1.0%).お知らせ • Aug 11Okamoto Glass Co., Ltd. (JASDAQ:7746) agreed to acquire an additional 75.43% stake in JAPAN 3D DEVICES Co., Ltd. from MinebeaMitsumi Inc. (TSE:6479) for approximately ¥510 million.Okamoto Glass Co., Ltd. (JASDAQ:7746) agreed to acquire an additional 75.43% stake in JAPAN 3D DEVICES Co., Ltd. from MinebeaMitsumi Inc. (TSE:6479) for approximately ¥510 million on August 4, 2021. JAPAN 3D DEVICES Co., Ltd. reported sales of ¥37 million, total assets of ¥1.057 billion, ordinary profit of ¥442 million, net income of ¥384 million and net assets of ¥935 million as of March 31, 2021. The transaction is expected to close on August 16, 2021.お知らせ • Aug 06MinebeaMitsumi Inc. Revises Consolidated Earnings Guidance for the Six Months Ending September 30, 2021 and Full Year Ending March 31, 2022MinebeaMitsumi Inc. revised consolidated earnings guidance for the six months ending September 30, 2021 and full year ending March 31, 2022. For the six months, the company expects net sales of ¥537,000 million, operating income of ¥45,000 million and profit for the period attributable to owners of the parent of ¥34,500 million and basic earnings per share of ¥84.99 against previous guidance of net sales of ¥487,000 million, operating income of ¥38,000 million and profit for the period attributable to owners of the parent of ¥30,500 million and basic earnings per share of ¥75.00. For the year, the company expects net sales of ¥1,050,000 million, operating income of ¥87,000 million and profit for the period attributable to owners of the parent of ¥68,000 million and basic earnings per share of ¥167.52 against previous guidance of net sales of ¥1,000,000 million, operating income of ¥80,000 million and profit for the period attributable to owners of the parent of ¥64,000 million and basic earnings per share of ¥157.38.お知らせ • Aug 05MinebeaMitsumi Inc. (TSE:6479) announces an Equity Buyback for 3,000,000 shares, representing 0.74% for ¥10,000 million.MinebeaMitsumi Inc. (TSE:6479) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 common shares, representing 0.74% of its issued and outstanding shares, for total worth of ¥10,000 million. The purpose of the plan is to improve return on shareholders and improve capital efficiency and to implement agile capital policy according to the business environment. The plan will be valid up to October 29, 2021. As of June 30, 2021, the company had 406,025,921 shares issued and outstanding and 21,054,685 shares in its treasury.Reported Earnings • Aug 05First quarter 2022 earnings released: EPS JP¥36.11 (vs JP¥8.75 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥248.3b (up 33% from 1Q 2021). Net income: JP¥14.7b (up 310% from 1Q 2021). Profit margin: 5.9% (up from 1.9% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Reported Earnings • May 08Full year 2021 earnings released: EPS JP¥94.95 (vs JP¥111 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥988.4b (up 1.0% from FY 2020). Net income: JP¥38.8b (down 16% from FY 2020). Profit margin: 3.9% (down from 4.7% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • May 08MinebeaMitsumi Inc. Provides Earnings Guidance for the Six Months Ending September 30, 2021 and Year Ending March 31, 2022MinebeaMitsumi Inc. provided earnings guidance for the six months ending September 30, 2021 and year ending March 31, 2022. For the six months, the company expects net sales to be JPY 487,000 million, operating income to be JPY 38,000 million, profit for the period attributable to owners of the parent to be JPY 30,500 million and basic earnings per share to be JPY 75. For the year, the company expects net sales to be JPY 1,000,000 million, operating income to be JPY 80,000 million, profit for the period attributable to owners of the parent to be JPY 64,000 million and basic earnings per share to be JPY 157.38.お知らせ • May 07+ 1 more updateMinebeaMitsumi Inc. Announces 70th Anniversary Commemorative Dividend, Payable on June 30, 2021MinebeaMitsumi Inc. announced that the Board of Directors meeting held on May 7, 2021 made a resolution of 70th anniversary commemorative dividend JPY 8 per share on retained earnings with the record date of March 31, 2021. Effective date of the dividend is June 30, 2021.Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 03 June 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (1.2%).Is New 90 Day High Low • Mar 16New 90-day high: €21.60The company is up 21% from a price of €17.80 on 16 December 2020. Outperformed the German market which is up 9.0% over the last 90 days. Exceeded the Machinery industry, which is up 6.0% over the same period. Simply Wall St's valuation model estimates the intrinsic value at €19.52 per share.お知らせ • Feb 17MinebeaMitsumi Inc. to Report Fiscal Year 2021 Results on May 07, 2021MinebeaMitsumi Inc. announced that they will report fiscal year 2021 results on May 07, 2021Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥21.40, the stock is trading at a trailing P/E ratio of 25.1x, up from the previous P/E ratio of 21.3x. This compares to an average P/E of 37x in the Machinery industry in Germany. Total returns to shareholders over the past three years are 19%.Is New 90 Day High Low • Feb 08New 90-day high: €19.70The company is up 31% from its price of €15.00 on 10 November 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.14 per share.Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥39.60 (vs JP¥45.77 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥275.7b (up 3.0% from 3Q 2020). Net income: JP¥16.2b (down 15% from 3Q 2020). Profit margin: 5.9% (down from 7.1% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 07Revenue beats expectationsRevenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 2.4%, compared to a 5.0% growth forecast for the Machinery industry in Germany.お知らせ • Feb 05MinebeaMitsumi Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2021MinebeaMitsumi Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2021. For the period, the company expects net sales of JPY 980,000 million compared to previous guidance of JPY 940,000 million. Operating income is expected to be JPY 58,000 million compared to previous guidance of JPY 50,000 million. Profit for the period attributable to owners of the parent is expected to be JPY 45,000 million compared to previous guidance of JPY 39,000 million. Basic earnings per share is expected to be JPY 110.19.Is New 90 Day High Low • Jan 22New 90-day high: €18.50The company is up 18% from its price of €15.70 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.92 per share.株主還元MEADE MachineryDE 市場7D-6.3%1.7%-0.5%1Y62.5%-0.6%0.3%株主還元を見る業界別リターン: MEA過去 1 年間で-0.6 % の収益を上げたGerman Machinery業界を上回りました。リターン対市場: MEA過去 1 年間で0.3 % の収益を上げたGerman市場を上回りました。価格変動Is MEA's price volatile compared to industry and market?MEA volatilityMEA Average Weekly Movement8.4%Machinery Industry Average Movement4.2%Market Average Movement5.3%10% most volatile stocks in DE Market12.7%10% least volatile stocks in DE Market2.7%安定した株価: MEAの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: MEAの weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト195181,383Yoshihisa Kainumawww.minebeamitsumi.comミネベアミツミ株式会社は、機械加工品、電子機器・部品、自動車、産業機械、ホームセキュリティー事業を日本および海外で製造・供給している。精密技術、モーター、照明・センシング、半導体・エレクトロニクス、アクセス・ソリューションの各セグメントを通じて事業を展開している。ミニチュア・小径ボールベアリング、ロッドエンド＆スフェリカル・ベアリング、ローラー・ベアリング、ブッシュ、航空機用精密機械加工部品、航空宇宙用中・大径ボールベアリングなどのベアリング製品を提供している。また、ピボットアッセンブリーや精密メカニカルアッセンブリーなどのベアリング関連製品、ファスナー、防衛関連特殊部品、電磁クラッチ・ブレーキなども提供している。さらに、ファンモーター、ブロワー、ハイブリッド型ステッピングモーター、PM型ステッピングモーター、小径・高速PM型ステッピングモーター、ブラシ付DCモーター、小型ブラシレスモーター、パワーブラシレスモーター、ポリゴンミラースキャナーモーター、HDDスピンドルモーター、高圧ブロワー、回転角センサー、ファンユニット、FDBモーターなどの回転機器も提供している。また、LCD用ライティングデバイス、共振デバイス、ひずみゲージ、力センサ、ロードセル、圧力センサ、トルク変換器、ベクトルセンサ、デジタル指示計、引張圧縮試験機などの計測部品、センサおよびセンサ関連IC製品、コイル、スイッチ、コネクタ、周波数・光デバイス、電源部品、産業機械部品、ホームセキュリティ製品、自動車部品、半導体などを提供している。情報技術、産業、スマートシティ、インフラ、医療、ヘルスケア、ロボット、ホーム＆エンターテイメント、航空、宇宙、輸送などの分野で製品を提供している。旧社名はミネベア株式会社で、2017年1月にミネベアミツミ株式会社に社名変更した。ミネベアミツミ株式会社は1951年に設立され、東京に本社を置いている。もっと見るMINEBEA MITSUMI Inc. 基礎のまとめMINEBEA MITSUMI の収益と売上を時価総額と比較するとどうか。MEA 基礎統計学時価総額€8.42b収益（TTM）€532.18m売上高(TTM)€8.94b15.8xPER（株価収益率0.9xP/SレシオMEA は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計MEA 損益計算書（TTM）収益JP¥1.66t売上原価JP¥1.37t売上総利益JP¥293.01bその他の費用JP¥193.98b収益JP¥99.03b直近の収益報告Mar 31, 2026次回決算日Aug 05, 2026一株当たり利益（EPS）246.60グロス・マージン17.60%純利益率5.95%有利子負債／自己資本比率53.0%MEA の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.5%現在の配当利回り20%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/21 21:32終値2026/07/21 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋MINEBEA MITSUMI Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23 アナリスト機関Tsutomu KijimaBarclaysMasashi KubotaBofA Global ResearchMorten PaulsenCLSA20 その他のアナリストを表示
Buy Or Sell Opportunity • Jul 13Now 20% undervaluedOver the last 90 days, the stock has risen 49% to €22.40. The fair value is estimated to be €28.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 3.5%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 3.9% per annum over the same time period.
New Risk • Jul 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results.
New Risk • Jul 03New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €22.60, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 12x in the Machinery industry in Germany. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.51 per share.
Buy Or Sell Opportunity • Jun 10Now 21% undervaluedOver the last 90 days, the stock has risen 56% to €23.80. The fair value is estimated to be €30.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 3.5%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are also forecast to grow by 1.4% per annum over the same time period.
Board Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Lead Independent Outside Director Yuko Miyazaki was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • Jul 13Now 20% undervaluedOver the last 90 days, the stock has risen 49% to €22.40. The fair value is estimated to be €28.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 3.5%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 3.9% per annum over the same time period.
New Risk • Jul 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results.
New Risk • Jul 03New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €22.60, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 12x in the Machinery industry in Germany. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.51 per share.
Buy Or Sell Opportunity • Jun 10Now 21% undervaluedOver the last 90 days, the stock has risen 56% to €23.80. The fair value is estimated to be €30.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 3.5%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are also forecast to grow by 1.4% per annum over the same time period.
Board Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Lead Independent Outside Director Yuko Miyazaki was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 12+ 1 more updateMINEBEA MITSUMI Inc., Annual General Meeting, Jun 26, 2026MINEBEA MITSUMI Inc., Annual General Meeting, Jun 26, 2026.
お知らせ • Feb 06MINEBEA MITSUMI Inc. to Report Fiscal Year 2026 Results on May 12, 2026MINEBEA MITSUMI Inc. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 12, 2026
お知らせ • Nov 06+ 3 more updatesMINEBEA MITSUMI Inc. Announces Dividend for the Second Quarter Ended September 30, 2025, Payable on November 28, 2025MINEBEA MITSUMI Inc. announced dividend of JPY 25.00 per share for the second quarter ended September 30, 2025 compared to JPY 20.00 per share paid a year ago. Expected date of payment for dividends: November 28, 2025.
お知らせ • Jul 30MINEBEA MITSUMI Inc. to Report Q2, 2026 Results on Nov 06, 2025MINEBEA MITSUMI Inc. announced that they will report Q2, 2026 results on Nov 06, 2025
お知らせ • May 31MINEBEA MITSUMI Inc. to Report Q1, 2026 Results on Aug 05, 2025MINEBEA MITSUMI Inc. announced that they will report Q1, 2026 results on Aug 05, 2025
お知らせ • May 09MINEBEA MITSUMI Inc., Annual General Meeting, Jun 27, 2025MINEBEA MITSUMI Inc., Annual General Meeting, Jun 27, 2025.
お知らせ • Apr 11MINEBEA MITSUMI Inc. (TSE:6479) enetered into letter of intent to acquire Shibaura Electronics Co.,Ltd. (TSE:6957) from a group of shareholders for ¥67.6 billion.MINEBEA MITSUMI Inc. (TSE:6479) enetered into letter of intent to acquire Shibaura Electronics Co.,Ltd. (TSE:6957) from a group of shareholders for ¥67.6 billion on February 17, 2025. A cash consideration will be paid by MINEBEA MITSUMI Inc. As part of consideration, an undisclosed value is paid towards common equity of Shibaura Electronics Co.,Ltd. MINEBEA MITSUMI Inc. also plans to complete Squeeze Out Process in order to acquire all shares of Shibaura Electronics Co.,Ltd. The transaction is subject to minimum tender. The transaction is expected to close on May 27, 2025. Nomura Securities Co., Ltd. and YAMADA Business Consulting Co.,Ltd. acted as financial advisors, and Kitahama Partners acted as legal advisor to Shibaura Electronics Co.,Ltd. Daiwa Securities Co. Ltd. acted as financial advisor and Nagashima Ohno & Tsunematsu acted as legal advisor to MINEBEA MITSUMI Inc.
お知らせ • Feb 05+ 1 more updateMinebea Mitsumi Inc. Provides Dividend Guidance for the Full Year Ending March 31, 2025MINEBEA MITSUMI Inc. revised dividend guidance for the year ending March 31, 2025. For the period, the company now expects ¥25.00 per share against the previous guidance of ¥20.00 per share a year ago. Reasons for Revisions Sharing profits with shareholders is first priority at MinebeaMitsumi. That is why its basic dividend policy gives priority to enhancing equity efficiency and improving returns to shareholders. Dividends, while reflecting performance, are determined in light of the overall business environment and with an eye to maintaining a stable and continuous distribution of profits. Based on the basic policy above, it made the interim dividend ¥20 per share. In addition, the company plan to provide a year-end dividend of ¥25 per share, an increase of ¥5 from the previous fiscal year.
お知らせ • Dec 27MINEBEA MITSUMI Inc. Promotes Shinji Shirakata to Managing Executive Officer, Effective as of January 2, 2025MINEBEA MITSUMI Inc. announces the following Executive change decided at the Board of Directors Meeting held on December 25, 2024. Shinji Shirakata is Promoted from Executive Officer to Managing Executive Officer. Personnel change is effective as of January 2, 2025.
Reported Earnings • Nov 07Second quarter 2025 earnings released: EPS: JP¥30.00 (vs JP¥39.28 in 2Q 2024)Second quarter 2025 results: EPS: JP¥30.00 (down from JP¥39.28 in 2Q 2024). Revenue: JP¥422.8b (up 11% from 2Q 2024). Net income: JP¥12.1b (down 24% from 2Q 2024). Profit margin: 2.9% (down from 4.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Nov 06MINEBEA MITSUMI Inc. to Report Q3, 2025 Results on Feb 05, 2025MINEBEA MITSUMI Inc. announced that they will report Q3, 2025 results on Feb 05, 2025
Upcoming Dividend • Sep 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 29 November 2024. Payout ratio is a comfortable 25% and the cash payout ratio is 94%. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.5%).
New Risk • Aug 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 04First quarter 2025 earnings released: EPS: JP¥34.46 (vs JP¥8.92 in 1Q 2024)First quarter 2025 results: EPS: JP¥34.46 (up from JP¥8.92 in 1Q 2024). Revenue: JP¥355.5b (up 22% from 1Q 2024). Net income: JP¥13.9b (up 283% from 1Q 2024). Profit margin: 3.9% (up from 1.2% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Aug 02MINEBEA MITSUMI Inc. to Report Q2, 2025 Results on Nov 06, 2024MINEBEA MITSUMI Inc. announced that they will report Q2, 2025 results on Nov 06, 2024
Declared Dividend • Jul 17Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th September 2024 Payment date: 29th November 2024 Dividend yield will be 97%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 6.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥133 (vs JP¥188 in FY 2023)Full year 2024 results: EPS: JP¥133 (down from JP¥188 in FY 2023). Revenue: JP¥1.40t (up 8.5% from FY 2023). Net income: JP¥54.0b (down 30% from FY 2023). Profit margin: 3.9% (down from 6.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
New Risk • May 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.9% Last year net profit margin: 6.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
お知らせ • May 12+ 1 more updateMINEBEA MITSUMI Inc. to Report Q1, 2025 Results on Aug 02, 2024MINEBEA MITSUMI Inc. announced that they will report Q1, 2025 results on Aug 02, 2024
お知らせ • May 03MINEBEA MITSUMI Inc. (TSE:6479) completed the acquisition of Hitachi Power Semiconductor Device, Ltd. And Overseas Sales Business from Hitachi, Ltd. (TSE:6501).MINEBEA MITSUMI Inc. (TSE:6479) entered into a share purchase agreement to acquire Hitachi Power Semiconductor Device, Ltd. And Overseas Sales Business from Hitachi, Ltd. (TSE:6501) on November 2, 2023. BofA Securities Japan Co., Ltd. acted as financial advisor to Hitachi, Ltd. MINEBEA MITSUMI Inc. (TSE:6479) completed the acquisition of Hitachi Power Semiconductor Device, Ltd. And Overseas Sales Business from Hitachi, Ltd. (TSE:6501) on May 2, 2024.
Buy Or Sell Opportunity • Apr 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.0% to €17.40. The fair value is estimated to be €21.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 29% in the next 2 years.
Buy Or Sell Opportunity • Apr 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.7% to €17.70. The fair value is estimated to be €22.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 24% and the cash payout ratio is 83%. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.2%).
Buy Or Sell Opportunity • Mar 14Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €18.00. The fair value is estimated to be €22.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Buy Or Sell Opportunity • Feb 11Now 20% undervaluedOver the last 90 days, the stock has risen 14% to €18.20. The fair value is estimated to be €22.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
お知らせ • Feb 04MINEBEA MITSUMI Inc. to Report Fiscal Year 2024 Results on May 10, 2024MINEBEA MITSUMI Inc. announced that they will report fiscal year 2024 results on May 10, 2024
Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥36.60 (vs JP¥31.87 in 3Q 2023)Third quarter 2024 results: EPS: JP¥36.60 (up from JP¥31.87 in 3Q 2023). Revenue: JP¥381.2b (up 2.6% from 3Q 2023). Net income: JP¥14.8b (up 13% from 3Q 2023). Profit margin: 3.9% (up from 3.5% in 3Q 2023). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 02MINEBEA MITSUMI Inc. Revises Dividend Forecast for the Fiscal Year Ending March 31, 2024MINEBEA MITSUMI Inc. revised dividend forecast for the fiscal year ending March 31, 2024. For the year, company expects to pay dividend of JPY 20.00 per share against JPY 20.00 per share paid an year ago.
New Risk • Nov 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 52% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
お知らせ • Nov 04MINEBEA MITSUMI Inc. (TSE:6479) entered into a share purchase agreement to acquire Hitachi Power Semiconductor Device, Ltd. And Overseas Sales Business from Hitachi, Ltd. (TSE:6501).MINEBEA MITSUMI Inc. (TSE:6479) entered into a share purchase agreement to acquire Hitachi Power Semiconductor Device, Ltd. And Overseas Sales Business from Hitachi, Ltd. (TSE:6501) on November 2, 2023.
お知らせ • Nov 03MINEBEA MITSUMI Inc. to Report Q3, 2024 Results on Feb 02, 2024MINEBEA MITSUMI Inc. announced that they will report Q3, 2024 results on Feb 02, 2024
Reported Earnings • Nov 03Second quarter 2024 earnings released: EPS: JP¥39.17 (vs JP¥48.62 in 2Q 2023)Second quarter 2024 results: EPS: JP¥39.17 (down from JP¥48.62 in 2Q 2023). Revenue: JP¥379.7b (up 15% from 2Q 2023). Net income: JP¥16.0b (down 20% from 2Q 2023). Profit margin: 4.2% (down from 6.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Nov 02MINEBEA MITSUMI Inc. Announces Dividends from Surplus (Interim Dividend), Effective November 29, 2023MINEBEA MITSUMI Inc. announced dividends from surplus (interim dividend) of JPY 20.00 same as JPY 20.00 paid a year ago with a date of record of September 30, 2023. Effective date: November 29, 2023.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥20.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 29 November 2023. Payout ratio is a comfortable 24% but the company is paying out more than the cash it is generating. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.8%).
New Risk • Aug 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 47% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (182% cash payout ratio). Large one-off items impacting financial results.
Reported Earnings • Aug 06First quarter 2024 earnings released: EPS: JP¥8.97 (vs JP¥26.43 in 1Q 2023)First quarter 2024 results: EPS: JP¥8.97 (down from JP¥26.43 in 1Q 2023). Revenue: JP¥292.4b (up 17% from 1Q 2023). Net income: JP¥3.66b (down 66% from 1Q 2023). Profit margin: 1.3% (down from 4.3% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 05MINEBEA MITSUMI Inc. to Report Q2, 2024 Results on Nov 02, 2023MINEBEA MITSUMI Inc. announced that they will report Q2, 2024 results on Nov 02, 2023
お知らせ • Jul 18United States District Court for the Eastern District of Michigan Southern Division Approves the Announcement Concerning Proposed Distribution Plan for the Proceeds of $9.75 Million Settlement with the Minebea DefendantsFreed Kanner London & Millen LLC; Kohn, Swift & Graf, P.C.; Preti, Flaherty, Beliveau & Pachios, LLP; Spector Roseman & Kodroff, P.C.; Cera LLP; and Cohen Milstein Sellers & Toll PLLC announced that the United States District Court for the Eastern District of Michigan Southern Division ("Court") has approved the announcement concerning a proposed distribution plan for the proceeds of a $9.75 million settlement with the Minebea Defendants ("Minebea Settlement Fund") in a price fixing class action lawsuit relating to small bearings. The settlement resolved allegations against the Minebea Defendants that they conspired to suppress and eliminate competition for Small Bearings by agreeing to raise, fix, maintain, and/or stabilize prices, rig bids, and allocate markets and customers for Small Bearings sold in the United States, in violation of federal antitrust laws. Small Bearings refers to bearings whose outer diameter is 30 millimeters or less. The settlement affects those who purchased small bearings in the United States between June 1, 2003 and February 15, 2017 directly from MINEBEA MITSUMI Inc., NMB (USA), Inc., NMB Technologies Corporation, NSK Ltd., NSK Americas, Inc., or NSK Corporation. A hearing will be held on October 12, 2023, at 2:00 p.m., before the Honorable Sean F. Cox, United States District Judge, for the purpose of determining whether to approve: (1) the proposed plan of distribution of the Minebea Settlement Fund; (2) Settlement Class Counsel's request for an award from the Minebea settlement proceeds of attorneys' fees and litigation costs and expenses; and (3) a service award for the Class Representative.
Reported Earnings • May 15Full year 2023 earnings released: EPS: JP¥188 (vs JP¥170 in FY 2022)Full year 2023 results: EPS: JP¥188 (up from JP¥170 in FY 2022). Revenue: JP¥1.29t (up 15% from FY 2022). Net income: JP¥77.0b (up 12% from FY 2022). Profit margin: 6.0% (down from 6.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12MINEBEA MITSUMI Inc. to Report Q1, 2024 Results on Aug 04, 2023MINEBEA MITSUMI Inc. announced that they will report Q1, 2024 results on Aug 04, 2023
お知らせ • May 11+ 1 more updateMINEBEA MITSUMI Inc. Announces Year-End Dividend for the Year Ended March 31, 2023. Payable on June 30, 2023MinebeaMitsumi Inc. announced year-end dividend of JPY 20.00 per share for the year ended March 31, 2023 compared to JPY 18.00 per share for the same period last year. Expected date of payment for dividends is June 30, 2023.
Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: JP¥31.87 (vs JP¥45.42 in 3Q 2022)Third quarter 2023 results: EPS: JP¥31.87 (down from JP¥45.42 in 3Q 2022). Revenue: JP¥371.4b (up 22% from 3Q 2022). Net income: JP¥13.1b (down 28% from 3Q 2022). Profit margin: 3.5% (down from 6.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Feb 04+ 1 more updateMINEBEA MITSUMI Inc. to Report Q4, 2023 Results on May 11, 2023MINEBEA MITSUMI Inc. announced that they will report Q4, 2023 results on May 11, 2023
お知らせ • Feb 03Minebea Mitsumi Inc. Revises Consolidated Forecast for the Fiscal Year Ending March 31, 2023MINEBEA MITSUMI Inc. revised consolidated forecast for the fiscal year ending March 31, 2023. For the year, company expects Net sales of JPY 1,300,000 million compared to JPY 1,250,000 million, Operating income of JPY 100,000 million compared to JPY 115,000 million, Profit for the period attributable to owners of the parent of JPY 71,000 million compared to JPY 85,000 million and Earnings per share, basic to be JPY 172.76.
お知らせ • Jan 28MINEBEA MITSUMI Inc (TSE:6479) completed the acquisition of Honda Lock Mfg. Co., Ltd. from Honda Motor Co., Ltd. (TSE:7267).MINEBEA MITSUMI Inc. (TSE:6479) entered into a share transfer agreement to acquire Honda Lock Mfg. Co., Ltd. from Honda Motor Co., Ltd. (TSE:7267) on August 4, 2022. MINEBEA MITSUMI Inc. will acquire 1.643 million shares of Honda Lock Mfg. Co., Ltd. For the year ending March 31, 2022, Honda Lock Mfg. Co., Ltd. reported revenue of ¥93.54 billion, net income of ¥834 million and EBIT of ¥2.13 billion. The transaction is subject to regulatory approvals and is expected to complete by end of 2022. MINEBEA MITSUMI Inc. (TSE:6479) completed the acquisition of Honda Lock Mfg. Co., Ltd. from Honda Motor Co., Ltd. (TSE:7267) on January 27, 2023. Honda Lock has changed its name to Minebea Access Solutions Inc.
Buying Opportunity • Jan 17Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €18.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 8.4% per annum over the same time period.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Outside Director Yuko Miyazaki was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 03Second quarter 2023 earnings released: EPS: JP¥48.62 (vs JP¥50.36 in 2Q 2022)Second quarter 2023 results: EPS: JP¥48.62 (down from JP¥50.36 in 2Q 2022). Revenue: JP¥330.0b (up 17% from 2Q 2022). Net income: JP¥20.1b (down 1.6% from 2Q 2022). Profit margin: 6.1% (down from 7.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Nov 03MINEBEA MITSUMI Inc. to Report Q3, 2023 Results on Feb 03, 2023MINEBEA MITSUMI Inc. announced that they will report Q3, 2023 results on Feb 03, 2023
お知らせ • Nov 02+ 1 more updateMINEBEA MITSUMI Inc. Declares Dividend for the End of Second Quarter Ended September 30, 2022, Payable on November 29, 2022MINEBEA MITSUMI Inc. declared dividend for the end of second quarter ended September 30, 2022 of JPY 20.00 per share compared to JPY 18.00 per share for the same period last year. Expected date of payment for dividends: November 29, 2022.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 29 November 2022. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (3.2%).
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥26.43 (vs JP¥36.11 in 1Q 2022)First quarter 2023 results: EPS: JP¥26.43 (down from JP¥36.11 in 1Q 2022). Revenue: JP¥251.0b (up 1.1% from 1Q 2022). Net income: JP¥10.7b (down 27% from 1Q 2022). Profit margin: 4.3% (down from 5.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.0%, compared to a 9.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 11% per year.
お知らせ • Aug 06+ 1 more updateMinebea Mitsumi Inc. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2022 and for the Year Ending March 31, 2023MINEBEA MITSUMI Inc. provided consolidated earnings guidance for the six months ending September 30, 2022. For the six months, the company expects net sales of JPY 568,000 million, operating income of JPY 41,000 million, profit for the period attributable to owners of the parent of JPY 30,000 million or JPY 73.86 per share basic. For the year ending March 31, 2023, the company expects net sales of JPY 1,200,000 million, operating income of JPY 102,000 million, profit for the period attributable to owners of the parent of JPY 76,000 million or JPY 187.11 per share basic.
Reported Earnings • May 13Full year 2022 earnings released: EPS: JP¥170 (vs JP¥94.95 in FY 2021)Full year 2022 results: EPS: JP¥170 (up from JP¥94.95 in FY 2021). Revenue: JP¥1.12t (up 14% from FY 2021). Net income: JP¥68.9b (up 78% from FY 2021). Profit margin: 6.1% (up from 3.9% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.7%, compared to a 9.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 8% per year.
お知らせ • May 12+ 3 more updatesMinebeaMitsumi Inc. to Report Q1, 2023 Results on Aug 05, 2022MinebeaMitsumi Inc. announced that they will report Q1, 2023 results on Aug 05, 2022
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Outside Director Hirofumi Katase was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08MinebeaMitsumi Inc. to Report Fiscal Year 2022 Results on May 11, 2022MinebeaMitsumi Inc. announced that they will report fiscal year 2022 results on May 11, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (1.9%).
Reported Earnings • Feb 06Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥45.42 (up from JP¥39.60 in 3Q 2021). Revenue: JP¥304.3b (up 10% from 3Q 2021). Net income: JP¥18.4b (up 14% from 3Q 2021). Profit margin: 6.0% (up from 5.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 3.3%, compared to a 10.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • Feb 04+ 1 more updateMinebeaMitsumi Inc. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2022MinebeaMitsumi Inc. provided dividend guidance for the fiscal year ending March 31, 2022. For the year, the company expects to pay dividend of JPY 18.00 per share.
Reported Earnings • Nov 06Second quarter 2022 earnings released: EPS JP¥50.36 (vs JP¥32.42 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥282.0b (up 2.8% from 2Q 2021). Net income: JP¥20.4b (up 54% from 2Q 2021). Profit margin: 7.2% (up from 4.8% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 30 November 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.2%). In line with average of industry peers (1.0%).
お知らせ • Aug 11Okamoto Glass Co., Ltd. (JASDAQ:7746) agreed to acquire an additional 75.43% stake in JAPAN 3D DEVICES Co., Ltd. from MinebeaMitsumi Inc. (TSE:6479) for approximately ¥510 million.Okamoto Glass Co., Ltd. (JASDAQ:7746) agreed to acquire an additional 75.43% stake in JAPAN 3D DEVICES Co., Ltd. from MinebeaMitsumi Inc. (TSE:6479) for approximately ¥510 million on August 4, 2021. JAPAN 3D DEVICES Co., Ltd. reported sales of ¥37 million, total assets of ¥1.057 billion, ordinary profit of ¥442 million, net income of ¥384 million and net assets of ¥935 million as of March 31, 2021. The transaction is expected to close on August 16, 2021.
お知らせ • Aug 06MinebeaMitsumi Inc. Revises Consolidated Earnings Guidance for the Six Months Ending September 30, 2021 and Full Year Ending March 31, 2022MinebeaMitsumi Inc. revised consolidated earnings guidance for the six months ending September 30, 2021 and full year ending March 31, 2022. For the six months, the company expects net sales of ¥537,000 million, operating income of ¥45,000 million and profit for the period attributable to owners of the parent of ¥34,500 million and basic earnings per share of ¥84.99 against previous guidance of net sales of ¥487,000 million, operating income of ¥38,000 million and profit for the period attributable to owners of the parent of ¥30,500 million and basic earnings per share of ¥75.00. For the year, the company expects net sales of ¥1,050,000 million, operating income of ¥87,000 million and profit for the period attributable to owners of the parent of ¥68,000 million and basic earnings per share of ¥167.52 against previous guidance of net sales of ¥1,000,000 million, operating income of ¥80,000 million and profit for the period attributable to owners of the parent of ¥64,000 million and basic earnings per share of ¥157.38.
お知らせ • Aug 05MinebeaMitsumi Inc. (TSE:6479) announces an Equity Buyback for 3,000,000 shares, representing 0.74% for ¥10,000 million.MinebeaMitsumi Inc. (TSE:6479) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 common shares, representing 0.74% of its issued and outstanding shares, for total worth of ¥10,000 million. The purpose of the plan is to improve return on shareholders and improve capital efficiency and to implement agile capital policy according to the business environment. The plan will be valid up to October 29, 2021. As of June 30, 2021, the company had 406,025,921 shares issued and outstanding and 21,054,685 shares in its treasury.
Reported Earnings • Aug 05First quarter 2022 earnings released: EPS JP¥36.11 (vs JP¥8.75 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥248.3b (up 33% from 1Q 2021). Net income: JP¥14.7b (up 310% from 1Q 2021). Profit margin: 5.9% (up from 1.9% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Reported Earnings • May 08Full year 2021 earnings released: EPS JP¥94.95 (vs JP¥111 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥988.4b (up 1.0% from FY 2020). Net income: JP¥38.8b (down 16% from FY 2020). Profit margin: 3.9% (down from 4.7% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • May 08MinebeaMitsumi Inc. Provides Earnings Guidance for the Six Months Ending September 30, 2021 and Year Ending March 31, 2022MinebeaMitsumi Inc. provided earnings guidance for the six months ending September 30, 2021 and year ending March 31, 2022. For the six months, the company expects net sales to be JPY 487,000 million, operating income to be JPY 38,000 million, profit for the period attributable to owners of the parent to be JPY 30,500 million and basic earnings per share to be JPY 75. For the year, the company expects net sales to be JPY 1,000,000 million, operating income to be JPY 80,000 million, profit for the period attributable to owners of the parent to be JPY 64,000 million and basic earnings per share to be JPY 157.38.
お知らせ • May 07+ 1 more updateMinebeaMitsumi Inc. Announces 70th Anniversary Commemorative Dividend, Payable on June 30, 2021MinebeaMitsumi Inc. announced that the Board of Directors meeting held on May 7, 2021 made a resolution of 70th anniversary commemorative dividend JPY 8 per share on retained earnings with the record date of March 31, 2021. Effective date of the dividend is June 30, 2021.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 03 June 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (1.2%).
Is New 90 Day High Low • Mar 16New 90-day high: €21.60The company is up 21% from a price of €17.80 on 16 December 2020. Outperformed the German market which is up 9.0% over the last 90 days. Exceeded the Machinery industry, which is up 6.0% over the same period. Simply Wall St's valuation model estimates the intrinsic value at €19.52 per share.
お知らせ • Feb 17MinebeaMitsumi Inc. to Report Fiscal Year 2021 Results on May 07, 2021MinebeaMitsumi Inc. announced that they will report fiscal year 2021 results on May 07, 2021
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥21.40, the stock is trading at a trailing P/E ratio of 25.1x, up from the previous P/E ratio of 21.3x. This compares to an average P/E of 37x in the Machinery industry in Germany. Total returns to shareholders over the past three years are 19%.
Is New 90 Day High Low • Feb 08New 90-day high: €19.70The company is up 31% from its price of €15.00 on 10 November 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.14 per share.
Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥39.60 (vs JP¥45.77 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥275.7b (up 3.0% from 3Q 2020). Net income: JP¥16.2b (down 15% from 3Q 2020). Profit margin: 5.9% (down from 7.1% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 07Revenue beats expectationsRevenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 2.4%, compared to a 5.0% growth forecast for the Machinery industry in Germany.
お知らせ • Feb 05MinebeaMitsumi Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2021MinebeaMitsumi Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2021. For the period, the company expects net sales of JPY 980,000 million compared to previous guidance of JPY 940,000 million. Operating income is expected to be JPY 58,000 million compared to previous guidance of JPY 50,000 million. Profit for the period attributable to owners of the parent is expected to be JPY 45,000 million compared to previous guidance of JPY 39,000 million. Basic earnings per share is expected to be JPY 110.19.
Is New 90 Day High Low • Jan 22New 90-day high: €18.50The company is up 18% from its price of €15.70 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.92 per share.
