View ValuationOSG 将来の成長Future 基準チェック /06OSGの収益は年間2.2%で減少すると予測されていますが、年間収益は年間1.5%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に9.3% 0.2%なると予測されています。主要情報-2.2%収益成長率0.16%EPS成長率Machinery 収益成長20.6%収益成長率1.5%将来の株主資本利益率9.28%アナリストカバレッジLow最終更新日15 Jul 2026今後の成長に関する最新情報お知らせ • Jul 11OSG Corporation Provides Consolidated Earnings Guidance for the Full Year Ending November 30, 2024OSG Corporation provided consolidated earnings guidance for the full year ending November 30, 2024. For the year, the company expects net sales of JPY 153,000 million, operating income of JPY 23,000 million, net income attributable to the company of JPY 15,500 million and net income per share of JPY 171.25.お知らせ • Jul 06Osg Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending November 30, 2023OSG Corporation provided consolidated earnings guidance for the fiscal year ending November 30, 2023. For the full year, the company expects net sales of JPY 145,000 million, operating income of JPY 24,000 million, net income attributable to the company of JPY 16,200 million and net income per share of JPY 169.16.お知らせ • Jan 13OSG Corporation Provides Non-Consolidated Earnings Guidance for the Semi-Annual and Annual for the Year Ending November 30, 2023OSG Corporation Provides non-Consolidated Earnings Guidance for the semi-annual and annual for the year ending November 30, 2023. For the Semi-Annual ending, The company expects net sales to be JPY 28,000 million, Operating income to be JPY 3,200 million, net income to be JPY 4,100 million or JPY 42.84 per basic share.For the year ending, The company expects net sales to be JPY 58,000 million, Operating income to be JPY 6,900 million, net income to be JPY 9,500 million or JPY 99.27 per basic share.お知らせ • Jul 08OSG Corporation Provides Earnings Guidance for the Fiscal Year Ending November 30, 2022OSG Corporation provided earnings guidance for the fiscal year ending November 30, 2022. For the period, the company expects the Net sales to be JPY 135,000 million. Operating income to be JPY 20,200 million. Net income attributable to OSG Corporation to be JPY 13,600 million. Net income per share to be JPY 140.24.お知らせ • Apr 07+ 1 more updateOSG Corporation Provides Consolidated Earnings Guidance for the Semi-Annual and Annual Year Ending November 30, 2022OSG Corporation provided consolidated earnings guidance for the semi-annual and annual year ending November 30, 2022. For the period, company expects Net sales of JPY 66,700 million. Operating income of JPY 9,600 million. Net income attributable to OSG Corporation of JPY 6,400 million and Net income per share of JPY 65.73. For the full year, company expects, Net sales of JPY 135,000 million. Operating income of JPY 20,200 million. Net income attributable to OSG Corporation of JPY 13,600 million and Net income per share of JPY 139.68.お知らせ • Apr 10OSG Corporation Provides Consolidated Earnings Guidance for First Half and Full Year Ending November 30, 2021OSG Corporation provided consolidated earnings guidance for first half and full year ending November 30, 2021. For the first half, the company expects net sales to be JPY 56,000 million. Operating income to be JPY 5,000 million. Net income attributable to the company to be JPY 3,100 million. Net income per share to be JPY 31.80. For the full year ending November 30, 2021, the company expects net sales to be JPY 115,000 million. Operating income to be JPY 11,500 million. Net income attributable to the company to be JPY 7,500 million. Net income per share to be JPY 76.93.すべての更新を表示Recent updatesBuy Or Sell Opportunity • 56mNow 24% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to €19.80. The fair value is estimated to be €16.01, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are forecast to decline by 2.2% per annum over the same time period.Declared Dividend • Jul 29First half dividend of JP¥76.00 announcedShareholders will receive a dividend of JP¥76.00. Ex-date: 27th November 2026 Payment date: 24th February 2027 Dividend yield will be 399%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (29% earnings payout ratio) and cash flows (71% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to remain steady over the next 3 years, which should provide adequate earnings cover for the dividend.Reported Earnings • Jul 14Second quarter 2026 earnings released: EPS: JP¥90.80 (vs JP¥46.34 in 2Q 2025)Second quarter 2026 results: EPS: JP¥90.80 (up from JP¥46.34 in 2Q 2025). Revenue: JP¥49.5b (up 25% from 2Q 2025). Net income: JP¥7.46b (up 93% from 2Q 2025). Profit margin: 15% (up from 9.8% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Jul 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.4% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Jul 10+ 1 more updateOSG Corporation Announces Dividend for the Second Quarter-End of the Financial Year Ending November 30, 2026 and Revises Dividend Guidance for the Fiscal Year Ending November 30, 2026OSG Corporation announced dividend for the second quarter-end of the financial year ending November 30, 2026 and revised dividend guidance for the Fiscal Year Ending November 30, 2026. For the second quarter-end period, the company announced dividend of JPY 39.00 per share compared to JPY 28.00 per share paid a year ago. For the year-end period, the company expected to pay dividend of JPY 76.00 per share compared to Previous guidance of JPY 45.00 per share. JPY 60.00 per share was paid a year ago for the same period. Reason for revision: The Company's basic policy is to provide stable and sustainable returns to shareholders, targeting a dividend payout ratio of 45% or a dividend on equity (DOE) of 3.5%, whichever is higher. In light of the revision to the financial results forecast, the Company has reviewed its annual dividend forecast in accordance with this policy and has decided to revise the forecast for the year-end dividend. The interim dividend forecast remains unchanged from the initial forecast, and the increase in the annual dividend is expected to be reflected in the year- end dividend.Buy Or Sell Opportunity • Jun 10Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to €17.60. The fair value is estimated to be €14.57, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 3.0%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 1.1% per annum over the same time period.Declared Dividend • May 20Dividend of JP¥39.00 announcedShareholders will receive a dividend of JP¥39.00. Ex-date: 28th May 2026 Payment date: 29th July 2026 Dividend yield will be 226%, 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 (59% cash payout ratio). The dividend has increased by an average of 7.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 10% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Outside Director Yoshitsugu Hayashi was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 03OSG Corporation to Report Q1, 2026 Results on Apr 10, 2026OSG Corporation announced that they will report Q1, 2026 results on Apr 10, 2026お知らせ • Jan 08+ 4 more updatesOSG Corporation, Annual General Meeting, Feb 20, 2026OSG Corporation, Annual General Meeting, Feb 20, 2026.お知らせ • Oct 30OSG Corporation to Report Fiscal Year 2025 Results on Jan 08, 2026OSG Corporation announced that they will report fiscal year 2025 results on Jan 08, 2026お知らせ • Jul 10+ 2 more updatesOSG Corporation Announces Dividend for the Second Quarter Ending May 31, 2025OSG Corporation announced dividend for the second quarter ending May 31, 2025. For the period, the company announced dividend of JPY 28 per share compared to JPY 28 per share a year ago.お知らせ • Apr 11OSG Corporation (TSE:6136) announces an Equity Buyback for 3,500,000 shares, representing 4.12% for ¥5,000 million.OSG Corporation (TSE:6136) announces a share repurchase program. Under the program, the company will repurchase up to 3,500,000 shares, representing 4.12% of its issued share capital (excluding treasury stock), for ¥5,000 million. The purpose of the program is to enhance the shareholder return and improve capital efficiency. The repurchased shares will be cancelled. The program will run until August 29, 2025. As of February 28, 2025, the company had 84,959,566 shares in issue (excluding treasury stock) and 14,222,951 shares in treasury.お知らせ • Mar 24OSG Corporation(TSE:6136) dropped from FTSE All-World Index (USD)OSG Corporation(TSE:6136) dropped from FTSE All-World Index (USD)お知らせ • Feb 13+ 2 more updatesOSG Corporation to Report Q3, 2025 Results on Oct 09, 2025OSG Corporation announced that they will report Q3, 2025 results on Oct 09, 2025お知らせ • Jan 09+ 2 more updatesOSG Corporation, Annual General Meeting, Feb 21, 2025OSG Corporation, Annual General Meeting, Feb 21, 2025.お知らせ • Nov 01OSG Corporation to Report Fiscal Year 2024 Results on Jan 09, 2025OSG Corporation announced that they will report fiscal year 2024 results on Jan 09, 2025Reported Earnings • Oct 11Third quarter 2024 earnings released: EPS: JP¥29.00 (vs JP¥36.01 in 3Q 2023)Third quarter 2024 results: EPS: JP¥29.00 (down from JP¥36.01 in 3Q 2023). Revenue: JP¥37.7b (up 1.5% from 3Q 2023). Net income: JP¥2.57b (down 26% from 3Q 2023). Profit margin: 6.8% (down from 9.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% 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 10% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Oct 10+ 1 more updateOSG Corporation Provides Year End Dividend Guidance for the Fiscal Year Ending November 30, 2024OSG Corporation provided year end dividend guidance for the fiscal year ending November 30, 2024. for the year end, the company expects dividend of JPY 32.00 per share against JPY 32.00 per share a year ago.Declared Dividend • Jul 14First half dividend of JP¥32.00 announcedShareholders will receive a dividend of JP¥32.00. Ex-date: 28th November 2024 Payment date: 19th February 2025 Dividend yield will be 280%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 12Second quarter 2024 earnings released: EPS: JP¥41.15 (vs JP¥36.96 in 2Q 2023)Second quarter 2024 results: EPS: JP¥41.15 (up from JP¥36.96 in 2Q 2023). Revenue: JP¥41.0b (up 13% from 2Q 2023). Net income: JP¥3.79b (up 7.0% from 2Q 2023). Profit margin: 9.3% (in line with 2Q 2023). Revenue is forecast to grow 2.9% 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 17% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Jul 11OSG Corporation Provides Consolidated Earnings Guidance for the Full Year Ending November 30, 2024OSG Corporation provided consolidated earnings guidance for the full year ending November 30, 2024. For the year, the company expects net sales of JPY 153,000 million, operating income of JPY 23,000 million, net income attributable to the company of JPY 15,500 million and net income per share of JPY 171.25.Upcoming Dividend • May 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 25 July 2024. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.4%).お知らせ • Apr 29OSG Corporation to Report Q3, 2024 Results on Oct 10, 2024OSG Corporation announced that they will report Q3, 2024 results on Oct 10, 2024お知らせ • Apr 28OSG Corporation to Report Q2, 2024 Results on Jul 11, 2024OSG Corporation announced that they will report Q2, 2024 results on Jul 11, 2024Reported Earnings • Apr 05First quarter 2024 earnings released: EPS: JP¥36.30 (vs JP¥31.86 in 1Q 2023)First quarter 2024 results: EPS: JP¥36.30 (up from JP¥31.86 in 1Q 2023). Revenue: JP¥36.7b (up 7.3% from 1Q 2023). Net income: JP¥3.43b (up 12% from 1Q 2023). Profit margin: 9.3% (up from 8.9% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Apr 04+ 1 more updateOSG Corporation Provides Dividend Guidance for the Second Quarter of 2024 and Full Year Ending November 30, 2024OSG Corporation provided dividend guidance for the second quarter of 2024 and full year ending November 30, 2024. For the quarter the company expects to pay the dividend of JPY 28.00 per share against JPY 28.00 per share a year ago. For the full year the company expects to pay the dividend of JPY 32.00 per share against JPY 32.00 per share a year ago.Declared Dividend • Mar 04Final dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 30th May 2024 Payment date: 25th July 2024 Dividend yield will be 222%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 28OSG Corporation to Report Q1, 2024 Results on Apr 04, 2024OSG Corporation announced that they will report Q1, 2024 results on Apr 04, 2024Reported Earnings • Jan 13Full year 2023 earnings released: EPS: JP¥149 (vs JP¥172 in FY 2022)Full year 2023 results: EPS: JP¥149 (down from JP¥172 in FY 2022). Revenue: JP¥147.7b (up 3.6% from FY 2022). Net income: JP¥14.3b (down 14% from FY 2022). Profit margin: 9.7% (down from 12% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% 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 • Jan 12Osg Corporation Provides Dividend Guidance for End of Second Quarter and Full Year Ending 2024OSG Corporation provided dividend guidance for end of second quarter and full year ending 2024. For the quarter the company expects to pay the dividend of JPY 28.00 per share.For the full year the company expects to pay the dividend of JPY 32.00 per share.お知らせ • Jan 11+ 1 more updateOsg Corporation Announces Dividend for Year Ended November 30, 2023OSG Corporation announced dividend for year ended November 30, 2023. For the year the company announced dividend of JPY 32.00 per share.お知らせ • Dec 05OSG Corporation (TSE:6136) announces an Equity Buyback for 15,000,000 shares, representing 15.63% for ¥22,000 million.OSG Corporation (TSE:6136) announces a share repurchase program. Under the program, the company will repurchase up to 15,000,000 shares, representing 15.63% of its issued share capital (excluding treasury stock), for ¥22,000 million. The purpose of the program is improving capital efficiency, corporate structure and corporate value in order to achieve future growth. The program will run until November 29, 2024. As of November 30, 2023, the company had 95,980,693 shares in issue (excluding treasury stock) and 3,201,824 shares in treasury.Upcoming Dividend • Nov 22Upcoming dividend of JP¥32.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 29 November 2023. Payment date: 20 February 2024. Payout ratio is a comfortable 3.1% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (3.0%).お知らせ • Nov 21OSG Corporation, Annual General Meeting, Feb 16, 2024OSG Corporation, Annual General Meeting, Feb 16, 2024. Agenda: to consider the changes in directors and executive officers; and to consider other matters.お知らせ • Nov 20OSG Corporation Announces Retirement of Yoshiyuki Sakaki as Director (Audit & Supervisory Committee, Outsider)OSG Corporation announced retirement of Yoshiyuki Sakaki as director (Audit & Supervisory Committee, Outsider).お知らせ • Nov 01OSG Corporation to Report Fiscal Year 2023 Results on Jan 11, 2024OSG Corporation announced that they will report fiscal year 2023 results on Jan 11, 2024Reported Earnings • Oct 06Third quarter 2023 earnings released: EPS: JP¥36.01 (vs JP¥40.23 in 3Q 2022)Third quarter 2023 results: EPS: JP¥36.01 (down from JP¥40.23 in 3Q 2022). Revenue: JP¥37.1b (up 4.4% from 3Q 2022). Net income: JP¥3.45b (down 11% from 3Q 2022). Profit margin: 9.3% (down from 11% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% 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 37% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Jul 13OSG Corporation to Report Q3, 2023 Results on Oct 05, 2023OSG Corporation announced that they will report Q3, 2023 results on Oct 05, 2023Reported Earnings • Jul 07Second quarter 2023 earnings released: EPS: JP¥36.96 (vs JP¥41.75 in 2Q 2022)Second quarter 2023 results: EPS: JP¥36.96 (down from JP¥41.75 in 2Q 2022). Revenue: JP¥36.4b (up 1.9% from 2Q 2022). Net income: JP¥3.54b (down 12% from 2Q 2022). Profit margin: 9.7% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% 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 35% 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 • Jul 07Osg Corporation Provides Dividend Guidance for the Full Fiscal Year 2023OSG Corporation provided dividend guidance for the full fiscal year 2023. For the period, the company expects to pay dividend of JPY 32.00 per share against JPY 37.00 a year ago.お知らせ • Jul 06Osg Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending November 30, 2023OSG Corporation provided consolidated earnings guidance for the fiscal year ending November 30, 2023. For the full year, the company expects net sales of JPY 145,000 million, operating income of JPY 24,000 million, net income attributable to the company of JPY 16,200 million and net income per share of JPY 169.16.Buying Opportunity • Jul 06Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €16.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 5.5% per annum over the same time period.Buying Opportunity • Jun 13Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 1.5%. The fair value is estimated to be €16.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 5.5% per annum over the same time period.Buying Opportunity • May 24Now 22% undervaluedOver the last 90 days, the stock is up 1.5%. The fair value is estimated to be €17.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 5.9% per annum over the same time period.Upcoming Dividend • May 23Upcoming dividend of JP¥28.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 26 July 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.9%).Reported Earnings • Apr 08First quarter 2023 earnings released: EPS: JP¥31.86 (vs JP¥35.53 in 1Q 2022)First quarter 2023 results: EPS: JP¥31.86 (down from JP¥35.53 in 1Q 2022). Revenue: JP¥34.2b (up 6.2% from 1Q 2022). Net income: JP¥3.05b (down 12% from 1Q 2022). Profit margin: 8.9% (down from 11% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 19OSG Corporation to Report Q1, 2023 Results on Apr 06, 2023OSG Corporation announced that they will report Q1, 2023 results on Apr 06, 2023お知らせ • Jan 14OSG Corporation, Annual General Meeting, Feb 17, 2023OSG Corporation, Annual General Meeting, Feb 17, 2023.Reported Earnings • Jan 13Full year 2022 earnings released: EPS: JP¥172 (vs JP¥113 in FY 2021)Full year 2022 results: EPS: JP¥172 (up from JP¥113 in FY 2021). Revenue: JP¥142.5b (up 13% from FY 2021). Net income: JP¥16.5b (up 51% from FY 2021). Profit margin: 12% (up from 8.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.9% 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 17% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Jan 13OSG Corporation Provides Non-Consolidated Earnings Guidance for the Semi-Annual and Annual for the Year Ending November 30, 2023OSG Corporation Provides non-Consolidated Earnings Guidance for the semi-annual and annual for the year ending November 30, 2023. For the Semi-Annual ending, The company expects net sales to be JPY 28,000 million, Operating income to be JPY 3,200 million, net income to be JPY 4,100 million or JPY 42.84 per basic share.For the year ending, The company expects net sales to be JPY 58,000 million, Operating income to be JPY 6,900 million, net income to be JPY 9,500 million or JPY 99.27 per basic share.Upcoming Dividend • Nov 22Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 29 November 2022. Payment date: 21 February 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (2.7%).お知らせ • Nov 02OSG Corporation to Report Fiscal Year 2022 Results on Jan 12, 2023OSG Corporation announced that they will report fiscal year 2022 results on Jan 12, 2023Reported Earnings • Oct 07Third quarter 2022 earnings released: EPS: JP¥40.23 (vs JP¥31.35 in 3Q 2021)Third quarter 2022 results: EPS: JP¥40.23 (up from JP¥31.35 in 3Q 2021). Revenue: JP¥35.5b (up 14% from 3Q 2021). Net income: JP¥3.86b (up 26% from 3Q 2021). Profit margin: 11% (up from 9.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% 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 9% per year, which means it is significantly lagging earnings.お知らせ • Oct 07+ 1 more updateOSG Corporation Proposes Dividend for the Year Ended November 30, 2022OSG Corporation proposed dividend for the year ended November 30, 2022 of ¥26.00 per share against ¥22.00 per share a year ago.お知らせ • Aug 03OSG Corporation to Report Q3, 2022 Results on Oct 06, 2022OSG Corporation announced that they will report Q3, 2022 results on Oct 06, 2022Reported Earnings • Jul 09Second quarter 2022 earnings released: EPS: JP¥41.75 (vs JP¥33.41 in 2Q 2021)Second quarter 2022 results: EPS: JP¥41.75 (up from JP¥33.41 in 2Q 2021). Revenue: JP¥35.7b (up 8.3% from 2Q 2021). Net income: JP¥4.03b (up 24% from 2Q 2021). Profit margin: 11% (up from 9.9% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.8%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 13% per year.お知らせ • Jul 08OSG Corporation Provides Earnings Guidance for the Fiscal Year Ending November 30, 2022OSG Corporation provided earnings guidance for the fiscal year ending November 30, 2022. For the period, the company expects the Net sales to be JPY 135,000 million. Operating income to be JPY 20,200 million. Net income attributable to OSG Corporation to be JPY 13,600 million. Net income per share to be JPY 140.24.お知らせ • Jul 07+ 1 more updateOsg Corporation Declares Second Quarter Dividend for the Fiscal Year 2022OSG Corporation declared second quarter dividend of JPY 23.00 for the fiscal year 2022.Upcoming Dividend • May 23Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 27 July 2022. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.3%). Higher than average of industry peers (2.6%).お知らせ • May 02OSG Corporation to Report Q2, 2022 Results on Jul 07, 2022OSG Corporation announced that they will report Q2, 2022 results on Jul 07, 2022Reported Earnings • Apr 08First quarter 2022 earnings released: EPS: JP¥35.53 (vs JP¥15.30 in 1Q 2021)First quarter 2022 results: EPS: JP¥35.53 (up from JP¥15.30 in 1Q 2021). Revenue: JP¥32.2b (up 14% from 1Q 2021). Net income: JP¥3.46b (up 132% from 1Q 2021). Profit margin: 11% (up from 5.3% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.9%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • Apr 07+ 1 more updateOSG Corporation Provides Consolidated Earnings Guidance for the Semi-Annual and Annual Year Ending November 30, 2022OSG Corporation provided consolidated earnings guidance for the semi-annual and annual year ending November 30, 2022. For the period, company expects Net sales of JPY 66,700 million. Operating income of JPY 9,600 million. Net income attributable to OSG Corporation of JPY 6,400 million and Net income per share of JPY 65.73. For the full year, company expects, Net sales of JPY 135,000 million. Operating income of JPY 20,200 million. Net income attributable to OSG Corporation of JPY 13,600 million and Net income per share of JPY 139.68.お知らせ • Feb 02OSG Corporation to Report Q1, 2022 Results on Apr 07, 2022OSG Corporation announced that they will report Q1, 2022 results on Apr 07, 2022お知らせ • Jan 14OSG Corporation (TSE:6136) announces an Equity Buyback for 3,500,000 shares, representing 3.58% for ¥6,000 million.OSG Corporation (TSE:6136) announces a share repurchase program. Under the program, the company will repurchase up to 3,500,000 shares, representing 3.58% of its issued share capital (excluding treasury stock), for ¥6,000 million. The purpose of the program is improving capital efficiency, corporate structure and corporate value in order to achieve sustainable growth. The program will run until October 14, 2022. As of December 31, 2021, the company had 97,716,494 shares in issue (excluding treasury stock) and 480,230 shares in treasury.Reported Earnings • Jan 13Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: JP¥113 (up from JP¥57.93 in FY 2020). Revenue: JP¥126.2b (up 21% from FY 2020). Net income: JP¥11.0b (up 95% from FY 2020). Profit margin: 8.7% (up from 5.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 5.8%, compared to a 9.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Nov 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 November 2021. Payment date: 22 February 2022. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.1%).Reported Earnings • Oct 09Third quarter 2021 earnings released: EPS JP¥31.35 (vs JP¥2.20 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥31.3b (up 41% from 3Q 2020). Net income: JP¥3.06b (up JP¥2.85b from 3Q 2020). Profit margin: 9.8% (up from 1.0% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Reported Earnings • Jul 10Second quarter 2021 earnings released: EPS JP¥33.41 (vs JP¥12.09 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥33.0b (up 25% from 2Q 2020). Net income: JP¥3.26b (up 177% from 2Q 2020). Profit margin: 9.9% (up from 4.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Upcoming Dividend • May 21Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 28 July 2021. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.1%).Reported Earnings • Apr 11First quarter 2021 earnings released: EPS JP¥15.30 (vs JP¥24.10 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥28.2b (down 2.2% from 1Q 2020). Net income: JP¥1.49b (down 36% from 1Q 2020). Profit margin: 5.3% (down from 8.1% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Apr 10OSG Corporation Provides Consolidated Earnings Guidance for First Half and Full Year Ending November 30, 2021OSG Corporation provided consolidated earnings guidance for first half and full year ending November 30, 2021. For the first half, the company expects net sales to be JPY 56,000 million. Operating income to be JPY 5,000 million. Net income attributable to the company to be JPY 3,100 million. Net income per share to be JPY 31.80. For the full year ending November 30, 2021, the company expects net sales to be JPY 115,000 million. Operating income to be JPY 11,500 million. Net income attributable to the company to be JPY 7,500 million. Net income per share to be JPY 76.93.お知らせ • Mar 09+ 1 more updateOSG Corporation to Report Q3, 2021 Results on Oct 09, 2021OSG Corporation announced that they will report Q3, 2021 results on Oct 09, 2021お知らせ • Feb 27OSG Corporation to Report Q1, 2021 Results on Apr 09, 2021OSG Corporation announced that they will report Q1, 2021 results on Apr 09, 2021Analyst Estimate Surprise Post Earnings • Jan 14Revenue misses expectationsRevenue missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 11%, compared to a 4.9% growth forecast for the Machinery industry in Germany.Analyst Estimate Surprise Post Earnings • Jan 12Revenue misses expectationsRevenue missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 11%, compared to a 5.0% growth forecast for the Machinery industry in Germany.お知らせ • Jan 12OSG Corporation, Annual General Meeting, Feb 20, 2021OSG Corporation, Annual General Meeting, Feb 20, 2021.Reported Earnings • Jan 10Full year 2020 earnings released: EPS JP¥57.93The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥104.4b (down 18% from FY 2019). Net income: JP¥5.64b (down 59% from FY 2019). Profit margin: 5.4% (down from 11% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Jan 10Revenue misses expectationsRevenue missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 11%, compared to a 5.0% growth forecast for the Machinery industry in Germany.Is New 90 Day High Low • Jan 06New 90-day high: €15.30The company is up 9.0% from its price of €14.10 on 08 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Machinery industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.32 per share.Is New 90 Day High Low • Nov 19New 90-day high: €14.80The company is up 26% from its price of €11.70 on 21 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.28 per share.お知らせ • Nov 19OSG Corporation to Report Fiscal Year 2020 Results on Jan 08, 2021OSG Corporation announced that they will report fiscal year 2020 results on Jan 08, 2021業績と収益の成長予測DB:OSG - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数11/30/2028191,60021,70017,50529,505311/30/2027186,77521,05015,53329,200411/30/2026176,95018,97514,88726,88745/31/2026175,33320,35217,48329,894N/A2/28/2026165,46916,765N/AN/AN/A11/30/2025160,61914,33411,61826,389N/A8/31/2025156,18513,292N/AN/AN/A5/31/2025155,22912,7059,37926,076N/A2/28/2025156,57712,619N/AN/AN/A11/30/2024155,51713,43912,36528,557N/A8/31/2024155,29814,053N/AN/AN/A5/31/2024154,73214,93317,31231,278N/A2/29/2024150,18914,686N/AN/AN/A11/30/2023147,70314,30712,17323,331N/A8/31/2023146,75415,229N/AN/AN/A5/31/2023145,20715,6338,42018,263N/A2/28/2023144,51516,125N/AN/AN/A11/30/2022142,52516,53411,31120,175N/A8/31/2022137,11714,527N/AN/AN/A5/31/2022132,89513,73015,06222,184N/A2/28/2022130,16712,956N/AN/AN/A11/30/2021126,15610,98921,19226,982N/A8/31/2021119,4239,717N/AN/AN/A5/31/2021110,3496,87117,41823,189N/A2/28/2021103,7514,788N/AN/AN/A11/30/2020104,3885,6396,92117,038N/A8/31/2020108,5506,717N/AN/AN/A5/31/2020116,6009,2311,69317,389N/A2/29/2020124,21812,300N/AN/AN/A11/30/2019126,96413,686N/A19,261N/A8/31/2019129,91014,433N/AN/AN/A5/31/2019132,56415,699N/A20,631N/A2/28/2019132,22715,174N/AN/AN/A11/30/2018131,36814,710N/A20,125N/A8/31/2018129,29515,657N/AN/AN/A5/31/2018125,80914,749N/A21,108N/A2/28/2018122,93614,405N/AN/AN/A11/30/2017120,19813,993N/A20,820N/A8/31/2017115,19011,001N/AN/AN/A5/31/2017110,89010,547N/A17,798N/A2/28/2017107,76310,282N/AN/AN/A11/30/2016105,56110,134N/A16,333N/A8/31/2016106,74511,025N/AN/AN/A5/31/2016109,21411,720N/A18,522N/A2/29/2016111,06612,420N/AN/AN/A11/30/2015111,91712,518N/A19,588N/A8/31/2015110,33212,854N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: OSGの収益は今後 3 年間で減少すると予測されています (年間-2.2% )。収益対市場: OSGの収益は今後 3 年間で減少すると予測されています (年間-2.2% )。高成長収益: OSGの収益は今後 3 年間で減少すると予測されています。収益対市場: OSGの収益 ( 1.5% ) German市場 ( 6.7% ) よりも低い成長が予測されています。高い収益成長: OSGの収益 ( 1.5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: OSGの 自己資本利益率 は、3年後には低くなると予測されています ( 9.3 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance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2026/07/31 23:40終値2026/07/31 00:00収益2026/05/31年間収益2025/11/30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OSG Corporation 4 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。13 アナリスト機関Takahiro InoueCitigroup IncHirosuke TaiDaiwa Securities Co. Ltd.Rikard VaboFearnley Securities10 その他のアナリストを表示
お知らせ • Jul 11OSG Corporation Provides Consolidated Earnings Guidance for the Full Year Ending November 30, 2024OSG Corporation provided consolidated earnings guidance for the full year ending November 30, 2024. For the year, the company expects net sales of JPY 153,000 million, operating income of JPY 23,000 million, net income attributable to the company of JPY 15,500 million and net income per share of JPY 171.25.
お知らせ • Jul 06Osg Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending November 30, 2023OSG Corporation provided consolidated earnings guidance for the fiscal year ending November 30, 2023. For the full year, the company expects net sales of JPY 145,000 million, operating income of JPY 24,000 million, net income attributable to the company of JPY 16,200 million and net income per share of JPY 169.16.
お知らせ • Jan 13OSG Corporation Provides Non-Consolidated Earnings Guidance for the Semi-Annual and Annual for the Year Ending November 30, 2023OSG Corporation Provides non-Consolidated Earnings Guidance for the semi-annual and annual for the year ending November 30, 2023. For the Semi-Annual ending, The company expects net sales to be JPY 28,000 million, Operating income to be JPY 3,200 million, net income to be JPY 4,100 million or JPY 42.84 per basic share.For the year ending, The company expects net sales to be JPY 58,000 million, Operating income to be JPY 6,900 million, net income to be JPY 9,500 million or JPY 99.27 per basic share.
お知らせ • Jul 08OSG Corporation Provides Earnings Guidance for the Fiscal Year Ending November 30, 2022OSG Corporation provided earnings guidance for the fiscal year ending November 30, 2022. For the period, the company expects the Net sales to be JPY 135,000 million. Operating income to be JPY 20,200 million. Net income attributable to OSG Corporation to be JPY 13,600 million. Net income per share to be JPY 140.24.
お知らせ • Apr 07+ 1 more updateOSG Corporation Provides Consolidated Earnings Guidance for the Semi-Annual and Annual Year Ending November 30, 2022OSG Corporation provided consolidated earnings guidance for the semi-annual and annual year ending November 30, 2022. For the period, company expects Net sales of JPY 66,700 million. Operating income of JPY 9,600 million. Net income attributable to OSG Corporation of JPY 6,400 million and Net income per share of JPY 65.73. For the full year, company expects, Net sales of JPY 135,000 million. Operating income of JPY 20,200 million. Net income attributable to OSG Corporation of JPY 13,600 million and Net income per share of JPY 139.68.
お知らせ • Apr 10OSG Corporation Provides Consolidated Earnings Guidance for First Half and Full Year Ending November 30, 2021OSG Corporation provided consolidated earnings guidance for first half and full year ending November 30, 2021. For the first half, the company expects net sales to be JPY 56,000 million. Operating income to be JPY 5,000 million. Net income attributable to the company to be JPY 3,100 million. Net income per share to be JPY 31.80. For the full year ending November 30, 2021, the company expects net sales to be JPY 115,000 million. Operating income to be JPY 11,500 million. Net income attributable to the company to be JPY 7,500 million. Net income per share to be JPY 76.93.
Buy Or Sell Opportunity • 56mNow 24% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to €19.80. The fair value is estimated to be €16.01, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are forecast to decline by 2.2% per annum over the same time period.
Declared Dividend • Jul 29First half dividend of JP¥76.00 announcedShareholders will receive a dividend of JP¥76.00. Ex-date: 27th November 2026 Payment date: 24th February 2027 Dividend yield will be 399%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (29% earnings payout ratio) and cash flows (71% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to remain steady over the next 3 years, which should provide adequate earnings cover for the dividend.
Reported Earnings • Jul 14Second quarter 2026 earnings released: EPS: JP¥90.80 (vs JP¥46.34 in 2Q 2025)Second quarter 2026 results: EPS: JP¥90.80 (up from JP¥46.34 in 2Q 2025). Revenue: JP¥49.5b (up 25% from 2Q 2025). Net income: JP¥7.46b (up 93% from 2Q 2025). Profit margin: 15% (up from 9.8% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Jul 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.4% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Jul 10+ 1 more updateOSG Corporation Announces Dividend for the Second Quarter-End of the Financial Year Ending November 30, 2026 and Revises Dividend Guidance for the Fiscal Year Ending November 30, 2026OSG Corporation announced dividend for the second quarter-end of the financial year ending November 30, 2026 and revised dividend guidance for the Fiscal Year Ending November 30, 2026. For the second quarter-end period, the company announced dividend of JPY 39.00 per share compared to JPY 28.00 per share paid a year ago. For the year-end period, the company expected to pay dividend of JPY 76.00 per share compared to Previous guidance of JPY 45.00 per share. JPY 60.00 per share was paid a year ago for the same period. Reason for revision: The Company's basic policy is to provide stable and sustainable returns to shareholders, targeting a dividend payout ratio of 45% or a dividend on equity (DOE) of 3.5%, whichever is higher. In light of the revision to the financial results forecast, the Company has reviewed its annual dividend forecast in accordance with this policy and has decided to revise the forecast for the year-end dividend. The interim dividend forecast remains unchanged from the initial forecast, and the increase in the annual dividend is expected to be reflected in the year- end dividend.
Buy Or Sell Opportunity • Jun 10Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to €17.60. The fair value is estimated to be €14.57, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 3.0%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 1.1% per annum over the same time period.
Declared Dividend • May 20Dividend of JP¥39.00 announcedShareholders will receive a dividend of JP¥39.00. Ex-date: 28th May 2026 Payment date: 29th July 2026 Dividend yield will be 226%, 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 (59% cash payout ratio). The dividend has increased by an average of 7.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 10% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Outside Director Yoshitsugu Hayashi was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 03OSG Corporation to Report Q1, 2026 Results on Apr 10, 2026OSG Corporation announced that they will report Q1, 2026 results on Apr 10, 2026
お知らせ • Jan 08+ 4 more updatesOSG Corporation, Annual General Meeting, Feb 20, 2026OSG Corporation, Annual General Meeting, Feb 20, 2026.
お知らせ • Oct 30OSG Corporation to Report Fiscal Year 2025 Results on Jan 08, 2026OSG Corporation announced that they will report fiscal year 2025 results on Jan 08, 2026
お知らせ • Jul 10+ 2 more updatesOSG Corporation Announces Dividend for the Second Quarter Ending May 31, 2025OSG Corporation announced dividend for the second quarter ending May 31, 2025. For the period, the company announced dividend of JPY 28 per share compared to JPY 28 per share a year ago.
お知らせ • Apr 11OSG Corporation (TSE:6136) announces an Equity Buyback for 3,500,000 shares, representing 4.12% for ¥5,000 million.OSG Corporation (TSE:6136) announces a share repurchase program. Under the program, the company will repurchase up to 3,500,000 shares, representing 4.12% of its issued share capital (excluding treasury stock), for ¥5,000 million. The purpose of the program is to enhance the shareholder return and improve capital efficiency. The repurchased shares will be cancelled. The program will run until August 29, 2025. As of February 28, 2025, the company had 84,959,566 shares in issue (excluding treasury stock) and 14,222,951 shares in treasury.
お知らせ • Mar 24OSG Corporation(TSE:6136) dropped from FTSE All-World Index (USD)OSG Corporation(TSE:6136) dropped from FTSE All-World Index (USD)
お知らせ • Feb 13+ 2 more updatesOSG Corporation to Report Q3, 2025 Results on Oct 09, 2025OSG Corporation announced that they will report Q3, 2025 results on Oct 09, 2025
お知らせ • Jan 09+ 2 more updatesOSG Corporation, Annual General Meeting, Feb 21, 2025OSG Corporation, Annual General Meeting, Feb 21, 2025.
お知らせ • Nov 01OSG Corporation to Report Fiscal Year 2024 Results on Jan 09, 2025OSG Corporation announced that they will report fiscal year 2024 results on Jan 09, 2025
Reported Earnings • Oct 11Third quarter 2024 earnings released: EPS: JP¥29.00 (vs JP¥36.01 in 3Q 2023)Third quarter 2024 results: EPS: JP¥29.00 (down from JP¥36.01 in 3Q 2023). Revenue: JP¥37.7b (up 1.5% from 3Q 2023). Net income: JP¥2.57b (down 26% from 3Q 2023). Profit margin: 6.8% (down from 9.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% 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 10% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Oct 10+ 1 more updateOSG Corporation Provides Year End Dividend Guidance for the Fiscal Year Ending November 30, 2024OSG Corporation provided year end dividend guidance for the fiscal year ending November 30, 2024. for the year end, the company expects dividend of JPY 32.00 per share against JPY 32.00 per share a year ago.
Declared Dividend • Jul 14First half dividend of JP¥32.00 announcedShareholders will receive a dividend of JP¥32.00. Ex-date: 28th November 2024 Payment date: 19th February 2025 Dividend yield will be 280%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 12Second quarter 2024 earnings released: EPS: JP¥41.15 (vs JP¥36.96 in 2Q 2023)Second quarter 2024 results: EPS: JP¥41.15 (up from JP¥36.96 in 2Q 2023). Revenue: JP¥41.0b (up 13% from 2Q 2023). Net income: JP¥3.79b (up 7.0% from 2Q 2023). Profit margin: 9.3% (in line with 2Q 2023). Revenue is forecast to grow 2.9% 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 17% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Jul 11OSG Corporation Provides Consolidated Earnings Guidance for the Full Year Ending November 30, 2024OSG Corporation provided consolidated earnings guidance for the full year ending November 30, 2024. For the year, the company expects net sales of JPY 153,000 million, operating income of JPY 23,000 million, net income attributable to the company of JPY 15,500 million and net income per share of JPY 171.25.
Upcoming Dividend • May 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 25 July 2024. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.4%).
お知らせ • Apr 29OSG Corporation to Report Q3, 2024 Results on Oct 10, 2024OSG Corporation announced that they will report Q3, 2024 results on Oct 10, 2024
お知らせ • Apr 28OSG Corporation to Report Q2, 2024 Results on Jul 11, 2024OSG Corporation announced that they will report Q2, 2024 results on Jul 11, 2024
Reported Earnings • Apr 05First quarter 2024 earnings released: EPS: JP¥36.30 (vs JP¥31.86 in 1Q 2023)First quarter 2024 results: EPS: JP¥36.30 (up from JP¥31.86 in 1Q 2023). Revenue: JP¥36.7b (up 7.3% from 1Q 2023). Net income: JP¥3.43b (up 12% from 1Q 2023). Profit margin: 9.3% (up from 8.9% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Apr 04+ 1 more updateOSG Corporation Provides Dividend Guidance for the Second Quarter of 2024 and Full Year Ending November 30, 2024OSG Corporation provided dividend guidance for the second quarter of 2024 and full year ending November 30, 2024. For the quarter the company expects to pay the dividend of JPY 28.00 per share against JPY 28.00 per share a year ago. For the full year the company expects to pay the dividend of JPY 32.00 per share against JPY 32.00 per share a year ago.
Declared Dividend • Mar 04Final dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 30th May 2024 Payment date: 25th July 2024 Dividend yield will be 222%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 28OSG Corporation to Report Q1, 2024 Results on Apr 04, 2024OSG Corporation announced that they will report Q1, 2024 results on Apr 04, 2024
Reported Earnings • Jan 13Full year 2023 earnings released: EPS: JP¥149 (vs JP¥172 in FY 2022)Full year 2023 results: EPS: JP¥149 (down from JP¥172 in FY 2022). Revenue: JP¥147.7b (up 3.6% from FY 2022). Net income: JP¥14.3b (down 14% from FY 2022). Profit margin: 9.7% (down from 12% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% 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 • Jan 12Osg Corporation Provides Dividend Guidance for End of Second Quarter and Full Year Ending 2024OSG Corporation provided dividend guidance for end of second quarter and full year ending 2024. For the quarter the company expects to pay the dividend of JPY 28.00 per share.For the full year the company expects to pay the dividend of JPY 32.00 per share.
お知らせ • Jan 11+ 1 more updateOsg Corporation Announces Dividend for Year Ended November 30, 2023OSG Corporation announced dividend for year ended November 30, 2023. For the year the company announced dividend of JPY 32.00 per share.
お知らせ • Dec 05OSG Corporation (TSE:6136) announces an Equity Buyback for 15,000,000 shares, representing 15.63% for ¥22,000 million.OSG Corporation (TSE:6136) announces a share repurchase program. Under the program, the company will repurchase up to 15,000,000 shares, representing 15.63% of its issued share capital (excluding treasury stock), for ¥22,000 million. The purpose of the program is improving capital efficiency, corporate structure and corporate value in order to achieve future growth. The program will run until November 29, 2024. As of November 30, 2023, the company had 95,980,693 shares in issue (excluding treasury stock) and 3,201,824 shares in treasury.
Upcoming Dividend • Nov 22Upcoming dividend of JP¥32.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 29 November 2023. Payment date: 20 February 2024. Payout ratio is a comfortable 3.1% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (3.0%).
お知らせ • Nov 21OSG Corporation, Annual General Meeting, Feb 16, 2024OSG Corporation, Annual General Meeting, Feb 16, 2024. Agenda: to consider the changes in directors and executive officers; and to consider other matters.
お知らせ • Nov 20OSG Corporation Announces Retirement of Yoshiyuki Sakaki as Director (Audit & Supervisory Committee, Outsider)OSG Corporation announced retirement of Yoshiyuki Sakaki as director (Audit & Supervisory Committee, Outsider).
お知らせ • Nov 01OSG Corporation to Report Fiscal Year 2023 Results on Jan 11, 2024OSG Corporation announced that they will report fiscal year 2023 results on Jan 11, 2024
Reported Earnings • Oct 06Third quarter 2023 earnings released: EPS: JP¥36.01 (vs JP¥40.23 in 3Q 2022)Third quarter 2023 results: EPS: JP¥36.01 (down from JP¥40.23 in 3Q 2022). Revenue: JP¥37.1b (up 4.4% from 3Q 2022). Net income: JP¥3.45b (down 11% from 3Q 2022). Profit margin: 9.3% (down from 11% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% 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 37% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Jul 13OSG Corporation to Report Q3, 2023 Results on Oct 05, 2023OSG Corporation announced that they will report Q3, 2023 results on Oct 05, 2023
Reported Earnings • Jul 07Second quarter 2023 earnings released: EPS: JP¥36.96 (vs JP¥41.75 in 2Q 2022)Second quarter 2023 results: EPS: JP¥36.96 (down from JP¥41.75 in 2Q 2022). Revenue: JP¥36.4b (up 1.9% from 2Q 2022). Net income: JP¥3.54b (down 12% from 2Q 2022). Profit margin: 9.7% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% 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 35% 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 • Jul 07Osg Corporation Provides Dividend Guidance for the Full Fiscal Year 2023OSG Corporation provided dividend guidance for the full fiscal year 2023. For the period, the company expects to pay dividend of JPY 32.00 per share against JPY 37.00 a year ago.
お知らせ • Jul 06Osg Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending November 30, 2023OSG Corporation provided consolidated earnings guidance for the fiscal year ending November 30, 2023. For the full year, the company expects net sales of JPY 145,000 million, operating income of JPY 24,000 million, net income attributable to the company of JPY 16,200 million and net income per share of JPY 169.16.
Buying Opportunity • Jul 06Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €16.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 5.5% per annum over the same time period.
Buying Opportunity • Jun 13Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 1.5%. The fair value is estimated to be €16.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 5.5% per annum over the same time period.
Buying Opportunity • May 24Now 22% undervaluedOver the last 90 days, the stock is up 1.5%. The fair value is estimated to be €17.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 5.9% per annum over the same time period.
Upcoming Dividend • May 23Upcoming dividend of JP¥28.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 26 July 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.9%).
Reported Earnings • Apr 08First quarter 2023 earnings released: EPS: JP¥31.86 (vs JP¥35.53 in 1Q 2022)First quarter 2023 results: EPS: JP¥31.86 (down from JP¥35.53 in 1Q 2022). Revenue: JP¥34.2b (up 6.2% from 1Q 2022). Net income: JP¥3.05b (down 12% from 1Q 2022). Profit margin: 8.9% (down from 11% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 19OSG Corporation to Report Q1, 2023 Results on Apr 06, 2023OSG Corporation announced that they will report Q1, 2023 results on Apr 06, 2023
お知らせ • Jan 14OSG Corporation, Annual General Meeting, Feb 17, 2023OSG Corporation, Annual General Meeting, Feb 17, 2023.
Reported Earnings • Jan 13Full year 2022 earnings released: EPS: JP¥172 (vs JP¥113 in FY 2021)Full year 2022 results: EPS: JP¥172 (up from JP¥113 in FY 2021). Revenue: JP¥142.5b (up 13% from FY 2021). Net income: JP¥16.5b (up 51% from FY 2021). Profit margin: 12% (up from 8.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.9% 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 17% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Jan 13OSG Corporation Provides Non-Consolidated Earnings Guidance for the Semi-Annual and Annual for the Year Ending November 30, 2023OSG Corporation Provides non-Consolidated Earnings Guidance for the semi-annual and annual for the year ending November 30, 2023. For the Semi-Annual ending, The company expects net sales to be JPY 28,000 million, Operating income to be JPY 3,200 million, net income to be JPY 4,100 million or JPY 42.84 per basic share.For the year ending, The company expects net sales to be JPY 58,000 million, Operating income to be JPY 6,900 million, net income to be JPY 9,500 million or JPY 99.27 per basic share.
Upcoming Dividend • Nov 22Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 29 November 2022. Payment date: 21 February 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (2.7%).
お知らせ • Nov 02OSG Corporation to Report Fiscal Year 2022 Results on Jan 12, 2023OSG Corporation announced that they will report fiscal year 2022 results on Jan 12, 2023
Reported Earnings • Oct 07Third quarter 2022 earnings released: EPS: JP¥40.23 (vs JP¥31.35 in 3Q 2021)Third quarter 2022 results: EPS: JP¥40.23 (up from JP¥31.35 in 3Q 2021). Revenue: JP¥35.5b (up 14% from 3Q 2021). Net income: JP¥3.86b (up 26% from 3Q 2021). Profit margin: 11% (up from 9.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% 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 9% per year, which means it is significantly lagging earnings.
お知らせ • Oct 07+ 1 more updateOSG Corporation Proposes Dividend for the Year Ended November 30, 2022OSG Corporation proposed dividend for the year ended November 30, 2022 of ¥26.00 per share against ¥22.00 per share a year ago.
お知らせ • Aug 03OSG Corporation to Report Q3, 2022 Results on Oct 06, 2022OSG Corporation announced that they will report Q3, 2022 results on Oct 06, 2022
Reported Earnings • Jul 09Second quarter 2022 earnings released: EPS: JP¥41.75 (vs JP¥33.41 in 2Q 2021)Second quarter 2022 results: EPS: JP¥41.75 (up from JP¥33.41 in 2Q 2021). Revenue: JP¥35.7b (up 8.3% from 2Q 2021). Net income: JP¥4.03b (up 24% from 2Q 2021). Profit margin: 11% (up from 9.9% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.8%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 13% per year.
お知らせ • Jul 08OSG Corporation Provides Earnings Guidance for the Fiscal Year Ending November 30, 2022OSG Corporation provided earnings guidance for the fiscal year ending November 30, 2022. For the period, the company expects the Net sales to be JPY 135,000 million. Operating income to be JPY 20,200 million. Net income attributable to OSG Corporation to be JPY 13,600 million. Net income per share to be JPY 140.24.
お知らせ • Jul 07+ 1 more updateOsg Corporation Declares Second Quarter Dividend for the Fiscal Year 2022OSG Corporation declared second quarter dividend of JPY 23.00 for the fiscal year 2022.
Upcoming Dividend • May 23Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 27 July 2022. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.3%). Higher than average of industry peers (2.6%).
お知らせ • May 02OSG Corporation to Report Q2, 2022 Results on Jul 07, 2022OSG Corporation announced that they will report Q2, 2022 results on Jul 07, 2022
Reported Earnings • Apr 08First quarter 2022 earnings released: EPS: JP¥35.53 (vs JP¥15.30 in 1Q 2021)First quarter 2022 results: EPS: JP¥35.53 (up from JP¥15.30 in 1Q 2021). Revenue: JP¥32.2b (up 14% from 1Q 2021). Net income: JP¥3.46b (up 132% from 1Q 2021). Profit margin: 11% (up from 5.3% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.9%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 07+ 1 more updateOSG Corporation Provides Consolidated Earnings Guidance for the Semi-Annual and Annual Year Ending November 30, 2022OSG Corporation provided consolidated earnings guidance for the semi-annual and annual year ending November 30, 2022. For the period, company expects Net sales of JPY 66,700 million. Operating income of JPY 9,600 million. Net income attributable to OSG Corporation of JPY 6,400 million and Net income per share of JPY 65.73. For the full year, company expects, Net sales of JPY 135,000 million. Operating income of JPY 20,200 million. Net income attributable to OSG Corporation of JPY 13,600 million and Net income per share of JPY 139.68.
お知らせ • Feb 02OSG Corporation to Report Q1, 2022 Results on Apr 07, 2022OSG Corporation announced that they will report Q1, 2022 results on Apr 07, 2022
お知らせ • Jan 14OSG Corporation (TSE:6136) announces an Equity Buyback for 3,500,000 shares, representing 3.58% for ¥6,000 million.OSG Corporation (TSE:6136) announces a share repurchase program. Under the program, the company will repurchase up to 3,500,000 shares, representing 3.58% of its issued share capital (excluding treasury stock), for ¥6,000 million. The purpose of the program is improving capital efficiency, corporate structure and corporate value in order to achieve sustainable growth. The program will run until October 14, 2022. As of December 31, 2021, the company had 97,716,494 shares in issue (excluding treasury stock) and 480,230 shares in treasury.
Reported Earnings • Jan 13Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: JP¥113 (up from JP¥57.93 in FY 2020). Revenue: JP¥126.2b (up 21% from FY 2020). Net income: JP¥11.0b (up 95% from FY 2020). Profit margin: 8.7% (up from 5.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 5.8%, compared to a 9.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Nov 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 November 2021. Payment date: 22 February 2022. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.1%).
Reported Earnings • Oct 09Third quarter 2021 earnings released: EPS JP¥31.35 (vs JP¥2.20 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥31.3b (up 41% from 3Q 2020). Net income: JP¥3.06b (up JP¥2.85b from 3Q 2020). Profit margin: 9.8% (up from 1.0% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jul 10Second quarter 2021 earnings released: EPS JP¥33.41 (vs JP¥12.09 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥33.0b (up 25% from 2Q 2020). Net income: JP¥3.26b (up 177% from 2Q 2020). Profit margin: 9.9% (up from 4.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • May 21Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 28 July 2021. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.1%).
Reported Earnings • Apr 11First quarter 2021 earnings released: EPS JP¥15.30 (vs JP¥24.10 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥28.2b (down 2.2% from 1Q 2020). Net income: JP¥1.49b (down 36% from 1Q 2020). Profit margin: 5.3% (down from 8.1% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 10OSG Corporation Provides Consolidated Earnings Guidance for First Half and Full Year Ending November 30, 2021OSG Corporation provided consolidated earnings guidance for first half and full year ending November 30, 2021. For the first half, the company expects net sales to be JPY 56,000 million. Operating income to be JPY 5,000 million. Net income attributable to the company to be JPY 3,100 million. Net income per share to be JPY 31.80. For the full year ending November 30, 2021, the company expects net sales to be JPY 115,000 million. Operating income to be JPY 11,500 million. Net income attributable to the company to be JPY 7,500 million. Net income per share to be JPY 76.93.
お知らせ • Mar 09+ 1 more updateOSG Corporation to Report Q3, 2021 Results on Oct 09, 2021OSG Corporation announced that they will report Q3, 2021 results on Oct 09, 2021
お知らせ • Feb 27OSG Corporation to Report Q1, 2021 Results on Apr 09, 2021OSG Corporation announced that they will report Q1, 2021 results on Apr 09, 2021
Analyst Estimate Surprise Post Earnings • Jan 14Revenue misses expectationsRevenue missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 11%, compared to a 4.9% growth forecast for the Machinery industry in Germany.
Analyst Estimate Surprise Post Earnings • Jan 12Revenue misses expectationsRevenue missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 11%, compared to a 5.0% growth forecast for the Machinery industry in Germany.
お知らせ • Jan 12OSG Corporation, Annual General Meeting, Feb 20, 2021OSG Corporation, Annual General Meeting, Feb 20, 2021.
Reported Earnings • Jan 10Full year 2020 earnings released: EPS JP¥57.93The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥104.4b (down 18% from FY 2019). Net income: JP¥5.64b (down 59% from FY 2019). Profit margin: 5.4% (down from 11% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Jan 10Revenue misses expectationsRevenue missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 11%, compared to a 5.0% growth forecast for the Machinery industry in Germany.
Is New 90 Day High Low • Jan 06New 90-day high: €15.30The company is up 9.0% from its price of €14.10 on 08 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Machinery industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.32 per share.
Is New 90 Day High Low • Nov 19New 90-day high: €14.80The company is up 26% from its price of €11.70 on 21 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.28 per share.
お知らせ • Nov 19OSG Corporation to Report Fiscal Year 2020 Results on Jan 08, 2021OSG Corporation announced that they will report fiscal year 2020 results on Jan 08, 2021