View ValuationSekisui House 将来の成長Future 基準チェック /16Sekisui House利益と収益がそれぞれ年間6.2%と4.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に11.6% 6.3%なると予測されています。主要情報6.2%収益成長率6.29%EPS成長率Consumer Durables 収益成長19.8%収益成長率4.5%将来の株主資本利益率11.58%アナリストカバレッジGood最終更新日13 May 2026今後の成長に関する最新情報お知らせ • Dec 05+ 1 more updateSekisui House, Ltd. Provides Consolidated Earning Guidance for the Fiscal Year Ending January 31, 2025Sekisui House, Ltd. provided consolidated earning guidance for the Fiscal Year Ending January 31, 2025. For the year, the company expects Net sales of JPY 4,000,000 million; Operating profit of JPY 320,000 million; Profit attributable to owners of parent of JPY 209,000 million; basic earnings per share of JPY 322.56.すべての更新を表示Recent updatesDeclared Dividend • May 21Final dividend of JP¥72.00 announcedShareholders will receive a dividend of JP¥72.00. Ex-date: 30th July 2026 Payment date: 30th September 2026 Dividend yield will be 406%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 06Sekisui House, Ltd. to Report Q1, 2027 Results on Jun 04, 2026Sekisui House, Ltd. announced that they will report Q1, 2027 results on Jun 04, 2026お知らせ • Mar 05Sekisui House, Ltd., Annual General Meeting, Apr 23, 2026Sekisui House, Ltd., Annual General Meeting, Apr 23, 2026.お知らせ • Oct 23Sekisui House, Ltd. to Report Q3, 2026 Results on Dec 04, 2025Sekisui House, Ltd. announced that they will report Q3, 2026 results on Dec 04, 2025お知らせ • Jul 25Sekisui House, Ltd. to Report Q2, 2026 Results on Sep 04, 2025Sekisui House, Ltd. announced that they will report Q2, 2026 results on Sep 04, 2025お知らせ • Apr 24Sekisui House, Ltd. to Report Q1, 2026 Results on Jun 05, 2025Sekisui House, Ltd. announced that they will report Q1, 2026 results on Jun 05, 2025お知らせ • Mar 06Sekisui House, Ltd., Annual General Meeting, Apr 23, 2025Sekisui House, Ltd., Annual General Meeting, Apr 23, 2025.お知らせ • Jan 24Sekisui House, Ltd. to Report Fiscal Year 2025 Results on Mar 06, 2025Sekisui House, Ltd. announced that they will report fiscal year 2025 results on Mar 06, 2025お知らせ • Dec 05+ 1 more updateSekisui House, Ltd. Provides Consolidated Earning Guidance for the Fiscal Year Ending January 31, 2025Sekisui House, Ltd. provided consolidated earning guidance for the Fiscal Year Ending January 31, 2025. For the year, the company expects Net sales of JPY 4,000,000 million; Operating profit of JPY 320,000 million; Profit attributable to owners of parent of JPY 209,000 million; basic earnings per share of JPY 322.56.お知らせ • Oct 26Sekisui House, Ltd. to Report Q3, 2025 Results on Dec 05, 2024Sekisui House, Ltd. announced that they will report Q3, 2025 results on Dec 05, 2024Declared Dividend • Sep 08First half dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 30th January 2025 Payment date: 28th April 2025 Dividend yield will be 270%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (18% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Sep 06Second quarter 2025 earnings released: EPS: JP¥112 (vs JP¥77.04 in 2Q 2024)Second quarter 2025 results: EPS: JP¥112 (up from JP¥77.04 in 2Q 2024). Revenue: JP¥1.08t (up 44% from 2Q 2024). Net income: JP¥72.6b (up 44% from 2Q 2024). Profit margin: 6.7% (in line with 2Q 2024). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 11% per year.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €18.80, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Consumer Durables industry in Europe. Total returns to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.45 per share.お知らせ • Jul 25Sekisui House, Ltd. to Report Q2, 2025 Results on Sep 05, 2024Sekisui House, Ltd. announced that they will report Q2, 2025 results on Sep 05, 2024Upcoming Dividend • Jul 23Upcoming dividend of JP¥64.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.0%).Reported Earnings • Jun 09First quarter 2025 earnings released: EPS: JP¥77.83 (vs JP¥63.33 in 1Q 2024)First quarter 2025 results: EPS: JP¥77.83 (up from JP¥63.33 in 1Q 2024). Revenue: JP¥777.1b (up 9.7% from 1Q 2024). Net income: JP¥50.4b (up 20% from 1Q 2024). Profit margin: 6.5% (up from 5.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year.Declared Dividend • May 26Final dividend of JP¥62.00 announcedShareholders will receive a dividend of JP¥62.00. Ex-date: 30th July 2024 Payment date: 30th September 2024 Dividend yield will be 297%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 02Maruenu Co.,Ltd. signed a stock transfer agreement to acquire 24.43% stake in Japan Power Fastening Co.,Ltd. (TSE:5950) from Sekisui House, Ltd. (TSE:1928) for approximately ¥440 million.Maruenu Co.,Ltd. signed a stock transfer agreement to acquire 24.43% stake in Japan Power Fastening Co.,Ltd. (TSE:5950) from Sekisui House, Ltd. (TSE:1928) for approximately ¥440 million on May 1, 2024. Under the terms, Maruenu will pay ¥442,000,800 to acquire 3,877,200 shares in Japan Power Fastening. The transaction is expected to close on May 9, 2024.お知らせ • Apr 27Sekisui House, Ltd. to Report Q1, 2025 Results on Jun 06, 2024Sekisui House, Ltd. announced that they will report Q1, 2025 results on Jun 06, 2024お知らせ • Mar 09Sekisui House, Ltd., Annual General Meeting, Apr 25, 2024Sekisui House, Ltd., Annual General Meeting, Apr 25, 2024.Reported Earnings • Mar 08Full year 2024 earnings released: EPS: JP¥309 (vs JP¥277 in FY 2023)Full year 2024 results: EPS: JP¥309 (up from JP¥277 in FY 2023). Revenue: JP¥3.11t (up 6.1% from FY 2023). Net income: JP¥202.3b (up 9.6% from FY 2023). Profit margin: 6.5% (up from 6.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 26Sekisui House, Ltd. to Report Fiscal Year 2024 Results on Mar 07, 2024Sekisui House, Ltd. announced that they will report fiscal year 2024 results on Mar 07, 2024Upcoming Dividend • Jan 23Upcoming dividend of JP¥59.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 26 April 2024. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.5%).Reported Earnings • Dec 08Third quarter 2024 earnings released: EPS: JP¥76.04 (vs JP¥68.93 in 3Q 2023)Third quarter 2024 results: EPS: JP¥76.04 (up from JP¥68.93 in 3Q 2023). Revenue: JP¥727.1b (up 2.9% from 3Q 2023). Net income: JP¥49.4b (up 8.0% from 3Q 2023). Profit margin: 6.8% (up from 6.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables 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 only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 27Sekisui House, Ltd. to Report Q3, 2024 Results on Dec 07, 2023Sekisui House, Ltd. announced that they will report Q3, 2024 results on Dec 07, 2023Reported Earnings • Sep 08Second quarter 2024 earnings released: EPS: JP¥77.04 (vs JP¥69.62 in 2Q 2023)Second quarter 2024 results: EPS: JP¥77.04 (up from JP¥69.62 in 2Q 2023). Revenue: JP¥754.2b (up 11% from 2Q 2023). Net income: JP¥50.6b (up 8.5% from 2Q 2023). Profit margin: 6.7% (down from 6.9% in 2Q 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 6.6% growth forecast for the Consumer Durables 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 only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 26Sekisui House, Ltd. to Report Q2, 2024 Results on Sep 07, 2023Sekisui House, Ltd. announced that they will report Q2, 2024 results on Sep 07, 2023Upcoming Dividend • Jul 21Upcoming dividend of JP¥59.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 02 October 2023. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.9%).Reported Earnings • Jun 09First quarter 2024 earnings released: EPS: JP¥63.33 (vs JP¥85.40 in 1Q 2023)First quarter 2024 results: EPS: JP¥63.33 (down from JP¥85.40 in 1Q 2023). Revenue: JP¥708.3b (down 4.8% from 1Q 2023). Net income: JP¥41.9b (down 27% from 1Q 2023). Profit margin: 5.9% (down from 7.7% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Consumer Durables 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 only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 10Full year 2023 earnings released: EPS: JP¥277 (vs JP¥227 in FY 2022)Full year 2023 results: EPS: JP¥277 (up from JP¥227 in FY 2022). Revenue: JP¥2.93t (up 13% from FY 2022). Net income: JP¥184.5b (up 20% from FY 2022). Profit margin: 6.3% (up from 5.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year.お知らせ • Jan 27Sekisui House, Ltd. to Report Fiscal Year 2023 Results on Mar 09, 2023Sekisui House, Ltd. announced that they will report fiscal year 2023 results on Mar 09, 2023Upcoming Dividend • Jan 23Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 27 April 2023. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (4.2%).Reported Earnings • Dec 10Third quarter 2023 earnings released: EPS: JP¥68.93 (vs JP¥64.20 in 3Q 2022)Third quarter 2023 results: EPS: JP¥68.93 (up from JP¥64.20 in 3Q 2022). Revenue: JP¥706.4b (up 14% from 3Q 2022). Net income: JP¥45.7b (up 5.5% from 3Q 2022). Profit margin: 6.5% (down from 7.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Durables 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 fallen by 5% per year, which means it is significantly lagging earnings.Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Shinichi Abe was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 11Second quarter 2023 earnings released: EPS: JP¥69.62 (vs JP¥53.70 in 2Q 2022)Second quarter 2023 results: EPS: JP¥69.62 (up from JP¥53.70 in 2Q 2022). Revenue: JP¥680.0b (up 11% from 2Q 2022). Net income: JP¥46.6b (up 28% from 2Q 2022). Profit margin: 6.9% (up from 5.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 21Upcoming dividend of JP¥47.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.5%). In line with average of industry peers (3.7%).Reported Earnings • Jun 11First quarter 2023 earnings released: EPS: JP¥85.40 (vs JP¥53.20 in 1Q 2022)First quarter 2023 results: EPS: JP¥85.40 (up from JP¥53.20 in 1Q 2022). Revenue: JP¥743.7b (up 22% from 1Q 2022). Net income: JP¥57.5b (up 59% from 1Q 2022). Profit margin: 7.7% (up from 5.9% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.5%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Outside Director Satoshi Tanaka was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 12Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥227 (up from JP¥181 in FY 2021). Revenue: JP¥2.59t (up 5.8% from FY 2021). Net income: JP¥153.9b (up 25% from FY 2021). Profit margin: 5.9% (up from 5.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 3.5%, compared to a 8.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 7% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jan 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 28 April 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.0%).Reported Earnings • Dec 17Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥64.20 (up from JP¥43.31 in 3Q 2021). Revenue: JP¥621.2b (up 3.4% from 3Q 2021). Net income: JP¥43.3b (up 47% from 3Q 2021). Profit margin: 7.0% (up from 4.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 4.4%, compared to a 4.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Reported Earnings • Sep 11Second quarter 2022 earnings released: EPS JP¥53.70 (vs JP¥42.25 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥615.0b (up 7.9% from 2Q 2021). Net income: JP¥36.4b (up 26% from 2Q 2021). Profit margin: 5.9% (up from 5.1% in 2Q 2021). The increase in margin was driven by higher revenue. 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 12% per year, which means it is well ahead of earnings.Upcoming Dividend • Jul 22Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 30 September 2021. Trailing yield: 3.8%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.2%).Reported Earnings • Jun 15First quarter 2022 earnings released: EPS JP¥53.20 (vs JP¥44.85 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥608.6b (up 1.8% from 1Q 2021). Net income: JP¥36.2b (up 18% from 1Q 2021). Profit margin: 5.9% (up from 5.1% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.Reported Earnings • May 04Full year 2021 earnings released: EPS JP¥181 (vs JP¥206 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¥2.45t (up 1.3% from FY 2020). Net income: JP¥123.5b (down 13% from FY 2020). Profit margin: 5.0% (down from 5.8% 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 1% per year whereas the company’s share price has increased by 3% per year.お知らせ • Mar 06Sekisui House, Ltd., Annual General Meeting, Apr 27, 2021Sekisui House, Ltd., Annual General Meeting, Apr 27, 2021.Reported Earnings • Mar 05Full year 2021 earnings released: EPS JP¥181 (vs JP¥206 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¥2.45t (up 1.3% from FY 2020). Net income: JP¥123.5b (down 13% from FY 2020). Profit margin: 5.0% (down from 5.8% 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 1% per year whereas the company’s share price has increased by 4% per year.Analyst Estimate Surprise Post Earnings • Mar 05Revenue beats expectationsRevenue exceeded analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 4.2%, compared to a 8.5% growth forecast for the Consumer Durables industry in Germany.Is New 90 Day High Low • Feb 27New 90-day low: €15.10The company is down 2.0% from its price of €15.40 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.46 per share.お知らせ • Jan 27Sekisui House, Ltd. to Report Fiscal Year 2021 Results on Mar 04, 2021Sekisui House, Ltd. announced that they will report fiscal year 2021 results on Mar 04, 2021Is New 90 Day High Low • Jan 13New 90-day high: €17.10The company is up 22% from its price of €14.00 on 14 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.63 per share.Is New 90 Day High Low • Dec 29New 90-day high: €16.60The company is up 11% from its price of €15.00 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.12 per share.Reported Earnings • Dec 17Third quarter 2021 earnings released: EPS JP¥43.31The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2021 results: Revenue: JP¥600.9b (up 14% from 3Q 2020). Net income: JP¥29.5b (down 26% from 3Q 2020). Profit margin: 4.9% (down from 7.6% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.Analyst Estimate Surprise Post Earnings • Dec 17Revenue misses expectationsRevenue missed analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 2.5%, compared to a 6.3% growth forecast for the Consumer Durables industry in Germany.Reported Earnings • Dec 09Third quarter 2021 earnings released: EPS JP¥43.31The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2021 results: Revenue: JP¥600.9b (up 14% from 3Q 2020). Net income: JP¥29.5b (down 26% from 3Q 2020). Profit margin: 4.9% (down from 7.6% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year.Analyst Estimate Surprise Post Earnings • Dec 09Revenue misses expectationsRevenue missed analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 2.3%, compared to a 3.9% growth forecast for the Consumer Durables industry in Germany.Is New 90 Day High Low • Dec 09New 90-day high: €16.50The company is up 1.0% from its price of €16.40 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.35 per share.Is New 90 Day High Low • Sep 30New 90-day low: €15.00The company is down 9.0% from its price of €16.50 on 02 July 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.96 per share.お知らせ • Jul 26Sekisui House, Ltd. to Report Q2, 2021 Results on Sep 10, 2020Sekisui House, Ltd. announced that they will report Q2, 2021 results on Sep 10, 2020業績と収益の成長予測DB:SPH1 - 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1/31/20294,887,366285,085199,000235,20071/31/20284,555,467248,002267,250258,43381/31/20274,370,099228,776203,295250,41891/31/20264,197,922232,095121,237216,325N/A10/31/20254,131,278199,943N/AN/AN/A7/31/20254,214,864196,325-45,10426,616N/A4/30/20254,175,575200,651N/AN/AN/A1/31/20254,058,583217,705-13,80862,885N/A10/31/20243,780,750225,263N/AN/AN/A7/31/20243,503,926232,8148,29788,857N/A4/30/20243,176,014210,818N/AN/AN/A1/31/20243,107,242202,325-61,25415,683N/A10/31/20232,988,265176,594N/AN/AN/A7/31/20232,967,636172,946-82,70713,953N/A4/30/20232,893,444168,969N/AN/AN/A1/31/20232,928,835184,52033,302125,464N/A10/31/20222,874,845187,825N/AN/AN/A7/31/20222,789,616185,42135,460104,259N/A4/30/20222,724,660175,219N/AN/AN/A1/31/20222,589,579153,90535,083118,034N/A10/31/20212,522,830150,474N/AN/AN/A7/31/20212,502,523136,652123,749227,591N/A4/30/20212,457,398129,087N/AN/AN/A1/31/20212,446,904123,542104,482191,972N/A10/31/20202,448,844112,752N/AN/AN/A7/31/20202,375,337123,254106,994170,378N/A4/30/20202,536,126148,229N/AN/AN/A1/31/20202,415,186141,256297,144363,766N/A10/31/20192,407,431163,126N/AN/AN/A7/31/20192,365,530148,179N/A420,568N/A4/30/20192,177,525129,866N/AN/AN/A1/31/20192,160,316128,582N/A125,088N/A10/31/20182,152,731130,282N/AN/AN/A7/31/20182,152,500130,063N/A106,059N/A4/30/20182,178,602129,777N/AN/AN/A1/31/20182,159,363133,224N/A165,355N/A10/31/20172,075,936124,560N/AN/AN/A7/31/20172,086,793130,791N/A120,520N/A4/30/20172,062,297132,383N/AN/AN/A1/31/20172,026,931121,853N/A115,820N/A10/31/20161,940,18596,279N/AN/AN/A7/31/20161,876,92984,317N/A42,905N/A4/30/20161,862,40887,972N/AN/AN/A1/31/20161,858,87984,302N/A45,884N/A10/31/20151,973,075105,284N/AN/AN/A7/31/20151,934,147100,099N/A163,005N/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: SPH1の予測収益成長率 (年間6.2% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: SPH1の収益 ( 6.2% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: SPH1の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: SPH1の収益 ( 4.5% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: SPH1の収益 ( 4.5% ) 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: SPH1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 ( 11.6 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 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2026/05/24 16:42終値2026/05/22 00:00収益2026/01/31年間収益2026/01/31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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Sekisui House, Ltd. 9 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。21 アナリスト機関Takashi HashimotoBarclaysTakumi KasaiBofA Global ResearchMasashi MikiCitigroup Inc18 その他のアナリストを表示
お知らせ • Dec 05+ 1 more updateSekisui House, Ltd. Provides Consolidated Earning Guidance for the Fiscal Year Ending January 31, 2025Sekisui House, Ltd. provided consolidated earning guidance for the Fiscal Year Ending January 31, 2025. For the year, the company expects Net sales of JPY 4,000,000 million; Operating profit of JPY 320,000 million; Profit attributable to owners of parent of JPY 209,000 million; basic earnings per share of JPY 322.56.
Declared Dividend • May 21Final dividend of JP¥72.00 announcedShareholders will receive a dividend of JP¥72.00. Ex-date: 30th July 2026 Payment date: 30th September 2026 Dividend yield will be 406%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 06Sekisui House, Ltd. to Report Q1, 2027 Results on Jun 04, 2026Sekisui House, Ltd. announced that they will report Q1, 2027 results on Jun 04, 2026
お知らせ • Mar 05Sekisui House, Ltd., Annual General Meeting, Apr 23, 2026Sekisui House, Ltd., Annual General Meeting, Apr 23, 2026.
お知らせ • Oct 23Sekisui House, Ltd. to Report Q3, 2026 Results on Dec 04, 2025Sekisui House, Ltd. announced that they will report Q3, 2026 results on Dec 04, 2025
お知らせ • Jul 25Sekisui House, Ltd. to Report Q2, 2026 Results on Sep 04, 2025Sekisui House, Ltd. announced that they will report Q2, 2026 results on Sep 04, 2025
お知らせ • Apr 24Sekisui House, Ltd. to Report Q1, 2026 Results on Jun 05, 2025Sekisui House, Ltd. announced that they will report Q1, 2026 results on Jun 05, 2025
お知らせ • Mar 06Sekisui House, Ltd., Annual General Meeting, Apr 23, 2025Sekisui House, Ltd., Annual General Meeting, Apr 23, 2025.
お知らせ • Jan 24Sekisui House, Ltd. to Report Fiscal Year 2025 Results on Mar 06, 2025Sekisui House, Ltd. announced that they will report fiscal year 2025 results on Mar 06, 2025
お知らせ • Dec 05+ 1 more updateSekisui House, Ltd. Provides Consolidated Earning Guidance for the Fiscal Year Ending January 31, 2025Sekisui House, Ltd. provided consolidated earning guidance for the Fiscal Year Ending January 31, 2025. For the year, the company expects Net sales of JPY 4,000,000 million; Operating profit of JPY 320,000 million; Profit attributable to owners of parent of JPY 209,000 million; basic earnings per share of JPY 322.56.
お知らせ • Oct 26Sekisui House, Ltd. to Report Q3, 2025 Results on Dec 05, 2024Sekisui House, Ltd. announced that they will report Q3, 2025 results on Dec 05, 2024
Declared Dividend • Sep 08First half dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 30th January 2025 Payment date: 28th April 2025 Dividend yield will be 270%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (18% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Sep 06Second quarter 2025 earnings released: EPS: JP¥112 (vs JP¥77.04 in 2Q 2024)Second quarter 2025 results: EPS: JP¥112 (up from JP¥77.04 in 2Q 2024). Revenue: JP¥1.08t (up 44% from 2Q 2024). Net income: JP¥72.6b (up 44% from 2Q 2024). Profit margin: 6.7% (in line with 2Q 2024). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 11% per year.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €18.80, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Consumer Durables industry in Europe. Total returns to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.45 per share.
お知らせ • Jul 25Sekisui House, Ltd. to Report Q2, 2025 Results on Sep 05, 2024Sekisui House, Ltd. announced that they will report Q2, 2025 results on Sep 05, 2024
Upcoming Dividend • Jul 23Upcoming dividend of JP¥64.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.0%).
Reported Earnings • Jun 09First quarter 2025 earnings released: EPS: JP¥77.83 (vs JP¥63.33 in 1Q 2024)First quarter 2025 results: EPS: JP¥77.83 (up from JP¥63.33 in 1Q 2024). Revenue: JP¥777.1b (up 9.7% from 1Q 2024). Net income: JP¥50.4b (up 20% from 1Q 2024). Profit margin: 6.5% (up from 5.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year.
Declared Dividend • May 26Final dividend of JP¥62.00 announcedShareholders will receive a dividend of JP¥62.00. Ex-date: 30th July 2024 Payment date: 30th September 2024 Dividend yield will be 297%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 02Maruenu Co.,Ltd. signed a stock transfer agreement to acquire 24.43% stake in Japan Power Fastening Co.,Ltd. (TSE:5950) from Sekisui House, Ltd. (TSE:1928) for approximately ¥440 million.Maruenu Co.,Ltd. signed a stock transfer agreement to acquire 24.43% stake in Japan Power Fastening Co.,Ltd. (TSE:5950) from Sekisui House, Ltd. (TSE:1928) for approximately ¥440 million on May 1, 2024. Under the terms, Maruenu will pay ¥442,000,800 to acquire 3,877,200 shares in Japan Power Fastening. The transaction is expected to close on May 9, 2024.
お知らせ • Apr 27Sekisui House, Ltd. to Report Q1, 2025 Results on Jun 06, 2024Sekisui House, Ltd. announced that they will report Q1, 2025 results on Jun 06, 2024
お知らせ • Mar 09Sekisui House, Ltd., Annual General Meeting, Apr 25, 2024Sekisui House, Ltd., Annual General Meeting, Apr 25, 2024.
Reported Earnings • Mar 08Full year 2024 earnings released: EPS: JP¥309 (vs JP¥277 in FY 2023)Full year 2024 results: EPS: JP¥309 (up from JP¥277 in FY 2023). Revenue: JP¥3.11t (up 6.1% from FY 2023). Net income: JP¥202.3b (up 9.6% from FY 2023). Profit margin: 6.5% (up from 6.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 26Sekisui House, Ltd. to Report Fiscal Year 2024 Results on Mar 07, 2024Sekisui House, Ltd. announced that they will report fiscal year 2024 results on Mar 07, 2024
Upcoming Dividend • Jan 23Upcoming dividend of JP¥59.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 26 April 2024. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.5%).
Reported Earnings • Dec 08Third quarter 2024 earnings released: EPS: JP¥76.04 (vs JP¥68.93 in 3Q 2023)Third quarter 2024 results: EPS: JP¥76.04 (up from JP¥68.93 in 3Q 2023). Revenue: JP¥727.1b (up 2.9% from 3Q 2023). Net income: JP¥49.4b (up 8.0% from 3Q 2023). Profit margin: 6.8% (up from 6.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables 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 only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 27Sekisui House, Ltd. to Report Q3, 2024 Results on Dec 07, 2023Sekisui House, Ltd. announced that they will report Q3, 2024 results on Dec 07, 2023
Reported Earnings • Sep 08Second quarter 2024 earnings released: EPS: JP¥77.04 (vs JP¥69.62 in 2Q 2023)Second quarter 2024 results: EPS: JP¥77.04 (up from JP¥69.62 in 2Q 2023). Revenue: JP¥754.2b (up 11% from 2Q 2023). Net income: JP¥50.6b (up 8.5% from 2Q 2023). Profit margin: 6.7% (down from 6.9% in 2Q 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 6.6% growth forecast for the Consumer Durables 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 only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 26Sekisui House, Ltd. to Report Q2, 2024 Results on Sep 07, 2023Sekisui House, Ltd. announced that they will report Q2, 2024 results on Sep 07, 2023
Upcoming Dividend • Jul 21Upcoming dividend of JP¥59.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 02 October 2023. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.9%).
Reported Earnings • Jun 09First quarter 2024 earnings released: EPS: JP¥63.33 (vs JP¥85.40 in 1Q 2023)First quarter 2024 results: EPS: JP¥63.33 (down from JP¥85.40 in 1Q 2023). Revenue: JP¥708.3b (down 4.8% from 1Q 2023). Net income: JP¥41.9b (down 27% from 1Q 2023). Profit margin: 5.9% (down from 7.7% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Consumer Durables 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 only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 10Full year 2023 earnings released: EPS: JP¥277 (vs JP¥227 in FY 2022)Full year 2023 results: EPS: JP¥277 (up from JP¥227 in FY 2022). Revenue: JP¥2.93t (up 13% from FY 2022). Net income: JP¥184.5b (up 20% from FY 2022). Profit margin: 6.3% (up from 5.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year.
お知らせ • Jan 27Sekisui House, Ltd. to Report Fiscal Year 2023 Results on Mar 09, 2023Sekisui House, Ltd. announced that they will report fiscal year 2023 results on Mar 09, 2023
Upcoming Dividend • Jan 23Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 27 April 2023. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (4.2%).
Reported Earnings • Dec 10Third quarter 2023 earnings released: EPS: JP¥68.93 (vs JP¥64.20 in 3Q 2022)Third quarter 2023 results: EPS: JP¥68.93 (up from JP¥64.20 in 3Q 2022). Revenue: JP¥706.4b (up 14% from 3Q 2022). Net income: JP¥45.7b (up 5.5% from 3Q 2022). Profit margin: 6.5% (down from 7.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Durables 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 fallen by 5% per year, which means it is significantly lagging earnings.
Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Shinichi Abe was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 11Second quarter 2023 earnings released: EPS: JP¥69.62 (vs JP¥53.70 in 2Q 2022)Second quarter 2023 results: EPS: JP¥69.62 (up from JP¥53.70 in 2Q 2022). Revenue: JP¥680.0b (up 11% from 2Q 2022). Net income: JP¥46.6b (up 28% from 2Q 2022). Profit margin: 6.9% (up from 5.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 21Upcoming dividend of JP¥47.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.5%). In line with average of industry peers (3.7%).
Reported Earnings • Jun 11First quarter 2023 earnings released: EPS: JP¥85.40 (vs JP¥53.20 in 1Q 2022)First quarter 2023 results: EPS: JP¥85.40 (up from JP¥53.20 in 1Q 2022). Revenue: JP¥743.7b (up 22% from 1Q 2022). Net income: JP¥57.5b (up 59% from 1Q 2022). Profit margin: 7.7% (up from 5.9% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.5%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Outside Director Satoshi Tanaka was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 12Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥227 (up from JP¥181 in FY 2021). Revenue: JP¥2.59t (up 5.8% from FY 2021). Net income: JP¥153.9b (up 25% from FY 2021). Profit margin: 5.9% (up from 5.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 3.5%, compared to a 8.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 7% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jan 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 28 April 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.0%).
Reported Earnings • Dec 17Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥64.20 (up from JP¥43.31 in 3Q 2021). Revenue: JP¥621.2b (up 3.4% from 3Q 2021). Net income: JP¥43.3b (up 47% from 3Q 2021). Profit margin: 7.0% (up from 4.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 4.4%, compared to a 4.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Reported Earnings • Sep 11Second quarter 2022 earnings released: EPS JP¥53.70 (vs JP¥42.25 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥615.0b (up 7.9% from 2Q 2021). Net income: JP¥36.4b (up 26% from 2Q 2021). Profit margin: 5.9% (up from 5.1% in 2Q 2021). The increase in margin was driven by higher revenue. 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 12% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jul 22Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 30 September 2021. Trailing yield: 3.8%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.2%).
Reported Earnings • Jun 15First quarter 2022 earnings released: EPS JP¥53.20 (vs JP¥44.85 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥608.6b (up 1.8% from 1Q 2021). Net income: JP¥36.2b (up 18% from 1Q 2021). Profit margin: 5.9% (up from 5.1% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.
Reported Earnings • May 04Full year 2021 earnings released: EPS JP¥181 (vs JP¥206 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¥2.45t (up 1.3% from FY 2020). Net income: JP¥123.5b (down 13% from FY 2020). Profit margin: 5.0% (down from 5.8% 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 1% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Mar 06Sekisui House, Ltd., Annual General Meeting, Apr 27, 2021Sekisui House, Ltd., Annual General Meeting, Apr 27, 2021.
Reported Earnings • Mar 05Full year 2021 earnings released: EPS JP¥181 (vs JP¥206 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¥2.45t (up 1.3% from FY 2020). Net income: JP¥123.5b (down 13% from FY 2020). Profit margin: 5.0% (down from 5.8% 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 1% per year whereas the company’s share price has increased by 4% per year.
Analyst Estimate Surprise Post Earnings • Mar 05Revenue beats expectationsRevenue exceeded analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 4.2%, compared to a 8.5% growth forecast for the Consumer Durables industry in Germany.
Is New 90 Day High Low • Feb 27New 90-day low: €15.10The company is down 2.0% from its price of €15.40 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.46 per share.
お知らせ • Jan 27Sekisui House, Ltd. to Report Fiscal Year 2021 Results on Mar 04, 2021Sekisui House, Ltd. announced that they will report fiscal year 2021 results on Mar 04, 2021
Is New 90 Day High Low • Jan 13New 90-day high: €17.10The company is up 22% from its price of €14.00 on 14 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.63 per share.
Is New 90 Day High Low • Dec 29New 90-day high: €16.60The company is up 11% from its price of €15.00 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.12 per share.
Reported Earnings • Dec 17Third quarter 2021 earnings released: EPS JP¥43.31The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2021 results: Revenue: JP¥600.9b (up 14% from 3Q 2020). Net income: JP¥29.5b (down 26% from 3Q 2020). Profit margin: 4.9% (down from 7.6% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.
Analyst Estimate Surprise Post Earnings • Dec 17Revenue misses expectationsRevenue missed analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 2.5%, compared to a 6.3% growth forecast for the Consumer Durables industry in Germany.
Reported Earnings • Dec 09Third quarter 2021 earnings released: EPS JP¥43.31The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2021 results: Revenue: JP¥600.9b (up 14% from 3Q 2020). Net income: JP¥29.5b (down 26% from 3Q 2020). Profit margin: 4.9% (down from 7.6% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year.
Analyst Estimate Surprise Post Earnings • Dec 09Revenue misses expectationsRevenue missed analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 2.3%, compared to a 3.9% growth forecast for the Consumer Durables industry in Germany.
Is New 90 Day High Low • Dec 09New 90-day high: €16.50The company is up 1.0% from its price of €16.40 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.35 per share.
Is New 90 Day High Low • Sep 30New 90-day low: €15.00The company is down 9.0% from its price of €16.50 on 02 July 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.96 per share.
お知らせ • Jul 26Sekisui House, Ltd. to Report Q2, 2021 Results on Sep 10, 2020Sekisui House, Ltd. announced that they will report Q2, 2021 results on Sep 10, 2020