View ValuationJFE Holdings 将来の成長Future 基準チェック /26JFE Holdings利益と収益がそれぞれ年間19.9%と2.2%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5.5% 20.4%なると予測されています。主要情報19.9%収益成長率20.40%EPS成長率Metals and Mining 収益成長18.2%収益成長率2.2%将来の株主資本利益率5.53%アナリストカバレッジGood最終更新日11 May 2026今後の成長に関する最新情報お知らせ • Aug 06+ 1 more updateJFE Holdings, Inc. Provides Consolidated Earnings Guidance for the First Half Ending September 30, 2025JFE Holdings, Inc. provided consolidated earnings guidance for the first half of ending September 30, 2025. For the period, the company expects revenue of ¥2,330,000 million, business profit of ¥40,000 million, profit attributable to owners of parent of ¥15,000 million and basic earnings per share of ¥23.58.お知らせ • Feb 06+ 1 more updateJFE Holdings, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024JFE Holdings, Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2024. For the period, the company now expects revenue of JPY 5,230,000 million, business profit of JPY 290,000 million, profit attributable to owners of parent of JPY 190,000 million and basic earnings per share of JPY 311.17 against previous forecast for revenue of JPY 5,360,000 million, business profit of JPY 290,000 million, profit attributable to owners of parent of JPY 190,000 million.お知らせ • Feb 07JFE Holdings, Inc. Provides Consolidated Earnings Guidance for the Fiscal Ending March 31, 2023JFE Holdings, Inc. provided consolidated earnings guidance for the fiscal ending March 31, 2023. For the year, the company expects revenue of ¥5,200,000 million, business profit of ¥235,000 million, profit attributable to owners of parent of ¥150,000 million and basic earnings per share of ¥258.90.お知らせ • Nov 05+ 1 more updateJFE Holdings, Inc. Provides Consolidated Earnings Guidance for the Fiscal Ending March 31, 2023JFE Holdings, Inc. provided consolidated earnings guidance for the fiscal ending March 31, 2023. For the year, the company expects revenue of ¥5,260,000 million, business profit of ¥255,000 million, profit attributable to owners of parent of ¥155,000 million and basic earnings per share of ¥267.52.お知らせ • Aug 04+ 2 more updatesJFE Holdings, Inc. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Ending March 31, 2023JFE Holdings, Inc. provided consolidated earnings guidance for the first half and full year of fiscal ending March 31, 2023. For the first half, the company expects revenue of ¥2,610,000 million, business profit of ¥165,000 million, profit attributable to owners of parent of ¥100,000 million and basic earnings per share of ¥173.27. For the year, the company expects revenue of ¥5,370,000 million, business profit of ¥235,000 million, profit attributable to owners of parent of ¥140,000 million and basic earnings per share of ¥241.96.お知らせ • Feb 08+ 1 more updateJFE Holdings, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022JFE Holdings, Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2022. For the period the company expects the revenue to be JPY 4,370,000 million, business profit of JPY 390,000 million, profit attributable to owners of the parent of JPY 270,000 million and basic earnings per share of JPY 468.92.すべての更新を表示Recent updatesお知らせ • May 08JFE Holdings, Inc., Annual General Meeting, Jun 24, 2026JFE Holdings, Inc., Annual General Meeting, Jun 24, 2026.お知らせ • Apr 03JFE Holdings, Inc. to Report Fiscal Year 2026 Results on May 08, 2026JFE Holdings, Inc. announced that they will report fiscal year 2026 results at 2:00 PM, Tokyo Standard Time on May 08, 2026お知らせ • Jan 28JFE Holdings, Inc. Announces Board and Executive ChangesJFE Holdings, Inc. has resolved on the following unofficial executive appointments from June 2026, at a meeting of the Board of Directors held on January 28, 2026. Masashi Terahata will retire from his position as Representative Director and Executive Vice President on April 1, 2026, but will continue as a Director without representation rights until the General Meeting in June 2026. Toshihiro Tanaka will be appointed as the new Representative Director, effective from the date of the General Meeting of Shareholders in June 2026. Toshihiro Tanaka was born on January 27, 1963. He graduated from Waseda University, School of Law, in March 1986. His career began at Nippon Kokan Co. Ltd. in April 1986. He held the position of Senior Staff, Planning Section, Corporate Planning Department, JFE Steel Corporation in April 2010, Manager, Planning Section, Corporate Planning Department in April 2012, General Manager, Controller Department in April 2015, Vice President in April 2016, Vice President, JFE Holdings, Inc. in April 2018, and Senior Vice President since April 2019.お知らせ • Dec 23JFE Holdings, Inc. to Report Q3, 2026 Results on Feb 05, 2026JFE Holdings, Inc. announced that they will report Q3, 2026 results on Feb 05, 2026お知らせ • Nov 07+ 1 more updateJFE Holdings, Inc. Announces Dividend for the Interim Period Ended September 30, 2025, Payable on December 4, 2025; Provides Dividend Guidance for the Year Ending March 31, 2026JFE Holdings, Inc. announced dividend for the interim period ended September 30, 2025. For the period, the company announced dividend of JPY 40.00 per share against JPY 50.00 per share a year ago. Scheduled date to start paying dividends is December 4, 2025. For the year ending March 31, 2026, the company expects to pay dividend of JPY 40.00 per share against JPY 50.00 per share a year ago.お知らせ • Sep 23JFE Holdings, Inc. to Report Q2, 2026 Results on Nov 06, 2025JFE Holdings, Inc. announced that they will report Q2, 2026 results on Nov 06, 2025お知らせ • Aug 06+ 1 more updateJFE Holdings, Inc. Provides Consolidated Earnings Guidance for the First Half Ending September 30, 2025JFE Holdings, Inc. provided consolidated earnings guidance for the first half of ending September 30, 2025. For the period, the company expects revenue of ¥2,330,000 million, business profit of ¥40,000 million, profit attributable to owners of parent of ¥15,000 million and basic earnings per share of ¥23.58.お知らせ • Jun 27Imabari Shipbuilding Co., Ltd. agreed to acquire an additional 30% stake in Japan Marine United Corporation from JFE Holdings, Inc. (TSE:5411) and IHI Corporation (TSE:7013).Imabari Shipbuilding Co., Ltd. agreed to acquire an additional 30% stake in Japan Marine United Corporation from JFE Holdings, Inc. (TSE:5411) and IHI Corporation (TSE:7013) on June 26, 2025. Upon completion, Imabari Shipbuilding Co., Ltd. will own 60% stake in Japan Marine United Corporation. The voting rights ratio JMU will change from the current Imabari Shipbuilding: 30%, JFE: 35%, IHI: 35% to Imabari Shipbuilding: 60%, JFE: 20%, IHI: 20% after the transaction is completed. In addition, there will be no change in NSY's business operations or investment ratios as a result of this transaction. This transaction is subject to notification and approval from the relevant authorities in Japan and overseas.お知らせ • Jun 24JFE Holdings, Inc. to Report Q1, 2026 Results on Aug 05, 2025JFE Holdings, Inc. announced that they will report Q1, 2026 results on Aug 05, 2025お知らせ • May 08JFE Holdings, Inc., Annual General Meeting, Jun 25, 2025JFE Holdings, Inc., Annual General Meeting, Jun 25, 2025.お知らせ • Mar 26JFE Holdings, Inc. to Report Fiscal Year 2025 Results on May 08, 2025JFE Holdings, Inc. announced that they will report fiscal year 2025 results on May 08, 2025お知らせ • Jan 03JFE Holdings, Inc. to Report Q3, 2025 Results on Feb 06, 2025JFE Holdings, Inc. announced that they will report Q3, 2025 results on Feb 06, 2025Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥23.53 (vs JP¥84.89 in 2Q 2024)Second quarter 2025 results: EPS: JP¥23.53 (down from JP¥84.89 in 2Q 2024). Revenue: JP¥1.24t (down 5.7% from 2Q 2024). Net income: JP¥15.0b (down 70% from 2Q 2024). Profit margin: 1.2% (down from 3.8% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.1% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Sep 27JFE Holdings, Inc. to Report Q2, 2025 Results on Nov 06, 2024JFE Holdings, Inc. announced that they will report Q2, 2025 results on Nov 06, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 5.8%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (4.3%).Buy Or Sell Opportunity • Aug 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to €12.00. The fair value is estimated to be €15.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 1.0% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.Reported Earnings • Aug 06First quarter 2025 earnings released: EPS: JP¥43.27 (vs JP¥103 in 1Q 2024)First quarter 2025 results: EPS: JP¥43.27 (down from JP¥103 in 1Q 2024). Revenue: JP¥1.21t (down 4.0% from 1Q 2024). Net income: JP¥27.5b (down 54% from 1Q 2024). Profit margin: 2.3% (down from 4.7% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.0% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Aug 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.8% to €12.90. The fair value is estimated to be €16.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 0.8% per annum. Earnings are also forecast to grow by 5.5% per annum over the same time period.Declared Dividend • Jul 15Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 375%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 20JFE Holdings, Inc. to Report Q1, 2025 Results on Aug 05, 2024JFE Holdings, Inc. announced that they will report Q1, 2025 results on Aug 05, 2024Buy Or Sell Opportunity • May 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to €13.40. The fair value is estimated to be €16.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.0% per annum. Earnings are also forecast to grow by 5.8% per annum over the same time period.お知らせ • May 08JFE Holdings, Inc., Annual General Meeting, Jun 25, 2024JFE Holdings, Inc., Annual General Meeting, Jun 25, 2024.Reported Earnings • May 07Full year 2024 earnings released: EPS: JP¥323 (vs JP¥281 in FY 2023)Full year 2024 results: EPS: JP¥323 (up from JP¥281 in FY 2023). Revenue: JP¥5.17t (down 1.8% from FY 2023). Net income: JP¥197.4b (up 21% from FY 2023). Profit margin: 3.8% (up from 3.1% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.3%).お知らせ • Mar 20JFE Holdings, Inc. to Report Fiscal Year 2024 Results on May 07, 2024JFE Holdings, Inc. announced that they will report fiscal year 2024 results on May 07, 2024Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥83.07 (vs JP¥35.60 in 3Q 2023)Third quarter 2024 results: EPS: JP¥83.07 (up from JP¥35.60 in 3Q 2023). Revenue: JP¥1.29t (down 4.1% from 3Q 2023). Net income: JP¥52.8b (up 155% from 3Q 2023). Profit margin: 4.1% (up from 1.5% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 07JFE Holdings, Inc. Announces Executive ChangesJFE Holdings, Inc. announced that Yoshihisa Kitano, current President and CEO of JFE Steel Corporation and Representative Director of JFE Holdings, Inc. is appointed as President and Representative Director. The company also announced Yoshihisa Kitano, current President and Representative Director of JFE Holdings, Inc. Mr. Kakigi will resign from Director and become Senior Advisor in late June 2024. The senior manager changes are effective new senior managers effective April 1, 2024.お知らせ • Feb 06+ 1 more updateJFE Holdings, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024JFE Holdings, Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2024. For the period, the company now expects revenue of JPY 5,230,000 million, business profit of JPY 290,000 million, profit attributable to owners of parent of JPY 190,000 million and basic earnings per share of JPY 311.17 against previous forecast for revenue of JPY 5,360,000 million, business profit of JPY 290,000 million, profit attributable to owners of parent of JPY 190,000 million.お知らせ • Dec 21JFE Holdings, Inc. to Report Q3, 2024 Results on Feb 06, 2024JFE Holdings, Inc. announced that they will report Q3, 2024 results on Feb 06, 2024Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: JP¥84.89 (vs JP¥67.99 in 2Q 2023)Second quarter 2024 results: EPS: JP¥84.89 (up from JP¥67.99 in 2Q 2023). Revenue: JP¥1.31t (flat on 2Q 2023). Net income: JP¥50.5b (up 28% from 2Q 2023). Profit margin: 3.8% (up from 3.0% in 2Q 2023). Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Nov 03Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €16.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 0.1% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.お知らせ • Sep 23JFE Holdings, Inc. to Report Q2, 2024 Results on Nov 06, 2023JFE Holdings, Inc. announced that they will report Q2, 2024 results on Nov 06, 2023New Risk • Sep 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (85% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.6% net profit margin). Shareholders have been diluted in the past year (5.2% increase in shares outstanding).Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 02 December 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (8.5%).Reported Earnings • Aug 04First quarter 2024 earnings released: EPS: JP¥103 (vs JP¥146 in 1Q 2023)First quarter 2024 results: EPS: JP¥103 (down from JP¥146 in 1Q 2023). Revenue: JP¥1.26t (flat on 1Q 2023). Net income: JP¥59.6b (down 29% from 1Q 2023). Profit margin: 4.7% (down from 6.7% in 1Q 2023). Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 17JFE Holdings, Inc. to Report Q1, 2024 Results on Aug 03, 2023JFE Holdings, Inc. announced that they will report Q1, 2024 results on Aug 03, 2023Reported Earnings • May 09Full year 2023 earnings released: EPS: JP¥281 (vs JP¥500 in FY 2022)Full year 2023 results: EPS: JP¥281 (down from JP¥500 in FY 2022). Revenue: JP¥5.27t (up 21% from FY 2022). Net income: JP¥162.6b (down 44% from FY 2022). Profit margin: 3.1% (down from 6.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • May 09+ 2 more updatesJFE Holdings, Inc. Announces Year End Dividend for the Fiscal 2022, Payable on June 28, 2023JFE Holdings, Inc. announced year-end dividend of JPY 30.00 per share for the fiscal 2022, compared to JPY 80.00 per share paid an year ago. Dividend payment starting date is June 28, 2023.お知らせ • May 08JFE Holdings, Inc., Annual General Meeting, Jun 27, 2023JFE Holdings, Inc., Annual General Meeting, Jun 27, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 5.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 5.0%. Within top quartile of German dividend payers (4.7%). Lower than average of industry peers (8.6%).Reported Earnings • Feb 08Third quarter 2023 earnings released: EPS: JP¥35.60 (vs JP¥143 in 3Q 2022)Third quarter 2023 results: EPS: JP¥35.60 (down from JP¥143 in 3Q 2022). Revenue: JP¥1.34t (up 16% from 3Q 2022). Net income: JP¥20.7b (down 75% from 3Q 2022). Profit margin: 1.5% (down from 7.1% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 2.1% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 07JFE Holdings, Inc. Provides Consolidated Earnings Guidance for the Fiscal Ending March 31, 2023JFE Holdings, Inc. provided consolidated earnings guidance for the fiscal ending March 31, 2023. For the year, the company expects revenue of ¥5,200,000 million, business profit of ¥235,000 million, profit attributable to owners of parent of ¥150,000 million and basic earnings per share of ¥258.90.お知らせ • Feb 06JFE Holdings, Inc. Revises Year End Dividend Guidance for the Fiscal Year Ending March 31, 2023JFE Holdings, Inc. Revised year end Dividend Guidance for the Fiscal Year Ending March 31, 2023. For the period, the company expects dividend of JPY 30.00 per share against JPY 80.00 per share for the same period a year ago.お知らせ • Dec 22JFE Holdings, Inc. to Report Q3, 2023 Results on Feb 06, 2023JFE Holdings, Inc. announced that they will report Q3, 2023 results on Feb 06, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Outside Independent Director Yoshiko Ando 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 • Nov 06Second quarter 2023 earnings released: EPS: JP¥67.99 (vs JP¥137 in 2Q 2022)Second quarter 2023 results: EPS: JP¥67.99 (down from JP¥137 in 2Q 2022). Revenue: JP¥1.31t (up 24% from 2Q 2022). Net income: JP¥39.4b (down 50% from 2Q 2022). Profit margin: 3.0% (down from 7.5% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 2.7% p.a. on average during the next 3 years compared to a 3.4% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 80% 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 • Nov 05+ 1 more updateJFE Holdings, Inc. Provides Consolidated Earnings Guidance for the Fiscal Ending March 31, 2023JFE Holdings, Inc. provided consolidated earnings guidance for the fiscal ending March 31, 2023. For the year, the company expects revenue of ¥5,260,000 million, business profit of ¥255,000 million, profit attributable to owners of parent of ¥155,000 million and basic earnings per share of ¥267.52.お知らせ • Sep 23JFE Holdings, Inc. to Report Q2, 2023 Results on Nov 04, 2022JFE Holdings, Inc. announced that they will report Q2, 2023 results on Nov 04, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 11%. Within top quartile of German dividend payers (5.1%). In line with average of industry peers (10%).Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥146 (vs JP¥108 in 1Q 2022)First quarter 2023 results: EPS: JP¥146 (up from JP¥108 in 1Q 2022). Revenue: JP¥1.25t (up 41% from 1Q 2022). Net income: JP¥83.8b (up 35% from 1Q 2022). Profit margin: 6.7% (down from 7.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 4.7%, compared to a 25% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Aug 04+ 2 more updatesJFE Holdings, Inc. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Ending March 31, 2023JFE Holdings, Inc. provided consolidated earnings guidance for the first half and full year of fiscal ending March 31, 2023. For the first half, the company expects revenue of ¥2,610,000 million, business profit of ¥165,000 million, profit attributable to owners of parent of ¥100,000 million and basic earnings per share of ¥173.27. For the year, the company expects revenue of ¥5,370,000 million, business profit of ¥235,000 million, profit attributable to owners of parent of ¥140,000 million and basic earnings per share of ¥241.96.お知らせ • Jun 11JFE Holdings, Inc. to Report Q1, 2023 Results on Aug 03, 2022JFE Holdings, Inc. announced that they will report Q1, 2023 results on Aug 03, 2022Reported Earnings • May 08Full year 2022 earnings released: EPS: JP¥500 (vs JP¥37.98 loss in FY 2021)Full year 2022 results: EPS: JP¥500 (up from JP¥37.98 loss in FY 2021). Revenue: JP¥4.37t (up 35% from FY 2021). Net income: JP¥288.1b (up JP¥309.9b from FY 2021). Profit margin: 6.6% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 13%, compared to a 33% growth forecast for the mining industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% 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 • May 06JFE Holdings, Inc., Annual General Meeting, Jun 24, 2022JFE Holdings, Inc., Annual General Meeting, Jun 24, 2022.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent External Director Yoshiko Ando 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.お知らせ • Apr 08JFE Holdings, Inc. to Report Fiscal Year 2022 Results on May 06, 2022JFE Holdings, Inc. announced that they will report fiscal year 2022 results on May 06, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 8.8%. Within top quartile of German dividend payers (3.6%). In line with average of industry peers (8.1%).Reported Earnings • Feb 09Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥143 (up from JP¥62.58 in 3Q 2021). Revenue: JP¥1.15t (up 40% from 3Q 2021). Net income: JP¥82.3b (up 128% from 3Q 2021). Profit margin: 7.1% (up from 4.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.2%. Over the next year, revenue is forecast to grow 6.8%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 8% per year.お知らせ • Feb 08+ 1 more updateJFE Holdings, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022JFE Holdings, Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2022. For the period the company expects the revenue to be JPY 4,370,000 million, business profit of JPY 390,000 million, profit attributable to owners of the parent of JPY 270,000 million and basic earnings per share of JPY 468.92.Reported Earnings • Nov 06Second quarter 2022 earnings released: EPS JP¥137 (vs JP¥116 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥1.05t (up 41% from 2Q 2021). Net income: JP¥78.8b (up JP¥145.3b from 2Q 2021). Profit margin: 7.5% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to €15.20, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total loss to shareholders of 7.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €10.56 per share.Valuation Update With 7 Day Price Move • Aug 22Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥11.00, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.97 per share.Reported Earnings • Aug 14First quarter 2022 earnings released: EPS JP¥108 (vs JP¥68.07 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥888.9b (up 20% from 1Q 2021). Net income: JP¥62.0b (up JP¥101.2b from 1Q 2021). Profit margin: 7.0% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.お知らせ • Aug 13+ 1 more updateJFE Holdings, Inc. Provides Consolidated Earnings Guidance for the First Half Ending September 30, 2021JFE Holdings, Inc. provided consolidated earnings guidance for the first half ending September 30, 2021. The company expects revenue of JPY 1,970,000 million, profit attributable to owners of the parent of JPY 10,000 million and basic earnings per share of JPY 225.78.Reported Earnings • May 08Full year 2021 earnings released: JP¥37.98 loss per share (vs JP¥343 loss in FY 2020)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2021 results: Revenue: JP¥3.23t (down 14% from FY 2020). Net loss: JP¥21.9b (loss narrowed 89% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.お知らせ • May 07+ 1 more updateJFE Holdings, Inc. Announces Dividend for the Year Ended Mar. 31, 2021, Payable on June 28, 2021JFE Holdings, Inc. expects to pay an year end dividend of JPY 10 per share for the year ended Mar. 31, 2021. Dividend payment starting date is June 28, 2021.Is New 90 Day High Low • Feb 18New 90-day high: €8.70The company is up 20% from its price of €7.25 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 71% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.30 per share.Reported Earnings • Feb 10Third quarter 2021 earnings released: EPS JP¥62.58 (vs JP¥8.70 loss in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥826.2b (down 10% from 3Q 2020). Net income: JP¥36.0b (up JP¥41.0b from 3Q 2020). Profit margin: 4.4% (up from net loss in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.Analyst Estimate Surprise Post Earnings • Feb 10Revenue beats expectationsRevenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 6.5%, compared to a 15% growth forecast for the Metals and Mining industry in Germany.お知らせ • Feb 09JFE Holdings, Inc. Revises Earnings Guidance for the Year Ending March 31, 2021JFE Holdings, Inc. revised earnings guidance for the year ending March 31, 2021. The company now expects revenue of JPY 3,240,000 million, business loss of JPY 32,000 million, loss attributable to owners of parent of JPY 38,000 million or loss earnings per share of JPY 65.99 against previous guidance of revenue of JPY 3,170,000 million, business loss of JPY 90,000 million, loss attributable to owners of parent of JPY 100,000 million or loss earnings per share of JPY 173.66.Is New 90 Day High Low • Jan 08New 90-day high: €8.40The company is up 37% from its price of €6.15 on 09 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 Metals and Mining industry, which is up 48% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.13 per share.お知らせ • Dec 17JFE Holdings, Inc. to Report Q3, 2021 Results on Feb 09, 2021JFE Holdings, Inc. announced that they will report Q3, 2021 results on Feb 09, 2021Is New 90 Day High Low • Dec 05New 90-day high: €8.10The company is up 25% from its price of €6.50 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.35 per share.Is New 90 Day High Low • Nov 16New 90-day high: €7.10The company is up 18% from its price of €6.00 on 18 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.97 per share.Reported Earnings • Nov 10Second quarter 2021 earnings released: JP¥116 loss per shareThe company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: JP¥748.4b (down 21% from 2Q 2020). Net loss: JP¥66.5b (down JP¥78.7b from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 93% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Nov 10Revenue misses expectationsRevenue missed analyst estimates by 0.4%. Over the next year, revenue is expected to shrink by 4.0% compared to a 8.4% growth forecast for the Metals and Mining industry in Germany.お知らせ • Sep 26JFE Holdings, Inc. to Report Q2, 2021 Results on Nov 09, 2020JFE Holdings, Inc. announced that they will report Q2, 2021 results on Nov 09, 2020お知らせ • Jun 19JFE Holdings, Inc. to Report Q1, 2021 Results on Aug 12, 2020JFE Holdings, Inc. announced that they will report Q1, 2021 results on Aug 12, 2020業績と収益の成長予測DB:JFR - 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3/31/20294,892,074153,29515,150423,51633/31/20284,850,403140,166-72,900378,82283/31/20274,792,120125,506-136,900344,13373/31/20264,539,27070,16557,361379,081N/A12/31/20254,564,44752,658N/AN/AN/A9/30/20254,641,51576,058112,422390,354N/A6/30/20254,763,81971,479N/AN/AN/A3/31/20254,859,64791,86799,551378,968N/A12/31/20244,984,355134,600N/AN/AN/A9/30/20245,048,825129,81555,612380,818N/A6/30/20245,123,687165,335N/AN/AN/A3/31/20245,174,632197,421149,137478,967N/A12/31/20235,225,953181,603264,847593,631N/A9/30/20235,281,047149,456291,750600,211N/A6/30/20235,277,280138,379153,102455,827N/A3/31/20235,268,794162,621106,600395,797N/A12/31/20225,176,339208,951-55,657219,175N/A9/30/20224,986,503270,559-129,938154,683N/A6/30/20224,729,805309,924-211,82878,884N/A3/31/20224,365,145288,058-14,590298,738N/A12/31/20214,006,212270,856-128,050178,898N/A9/30/20213,677,968224,5997,459306,077N/A6/30/20213,372,32579,307-24,172275,027N/A3/31/20213,227,285-21,868-60,849247,274N/A12/31/20203,256,660-294,343-72,094268,070N/A9/30/20203,350,719-335,390-110,665247,020N/A6/30/20203,546,208-256,681-124,301239,129N/A3/31/20203,729,717-197,744-91,772261,070N/A12/31/20193,726,00439,371N/AN/AN/A9/30/20193,837,69384,958N/A222,821N/A6/30/20193,864,735121,819N/AN/AN/A3/31/20193,873,662163,509N/A268,251N/A12/31/20183,946,974157,078N/AN/AN/A9/30/20183,860,568168,085N/A342,715N/A6/30/20183,768,060148,950N/AN/AN/A3/31/20183,678,612144,638N/A298,811N/A12/31/20173,668,072173,261N/AN/AN/A9/30/20173,534,709163,394N/A168,742N/A6/30/20173,415,215136,779N/AN/AN/A3/31/20173,308,99267,939N/A185,481N/A12/31/20163,195,40029,623N/AN/AN/A9/30/20163,218,104-4,688N/A217,320N/A6/30/20163,315,3034,586N/AN/AN/A3/31/20163,431,74033,657N/A267,102N/A12/31/20153,579,10970,291N/AN/AN/A9/30/20153,715,522116,933N/A396,858N/A6/30/20153,779,817141,196N/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: JFRの予測収益成長率 (年間19.9% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: JFRの収益 ( 19.9% ) はGerman市場 ( 17.1% ) よりも速いペースで成長すると予測されています。高成長収益: JFR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: JFRの収益 ( 2.2% ) 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: JFRの収益 ( 2.2% ) 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: JFR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 ( 5.5 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 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2026/05/22 05:19終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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JFE Holdings, Inc. 8 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。22 アナリスト機関Takashi EnomotoBofA Global ResearchMinami MunakataCitigroup IncYifan ZhangCLSA19 その他のアナリストを表示
お知らせ • Aug 06+ 1 more updateJFE Holdings, Inc. Provides Consolidated Earnings Guidance for the First Half Ending September 30, 2025JFE Holdings, Inc. provided consolidated earnings guidance for the first half of ending September 30, 2025. For the period, the company expects revenue of ¥2,330,000 million, business profit of ¥40,000 million, profit attributable to owners of parent of ¥15,000 million and basic earnings per share of ¥23.58.
お知らせ • Feb 06+ 1 more updateJFE Holdings, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024JFE Holdings, Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2024. For the period, the company now expects revenue of JPY 5,230,000 million, business profit of JPY 290,000 million, profit attributable to owners of parent of JPY 190,000 million and basic earnings per share of JPY 311.17 against previous forecast for revenue of JPY 5,360,000 million, business profit of JPY 290,000 million, profit attributable to owners of parent of JPY 190,000 million.
お知らせ • Feb 07JFE Holdings, Inc. Provides Consolidated Earnings Guidance for the Fiscal Ending March 31, 2023JFE Holdings, Inc. provided consolidated earnings guidance for the fiscal ending March 31, 2023. For the year, the company expects revenue of ¥5,200,000 million, business profit of ¥235,000 million, profit attributable to owners of parent of ¥150,000 million and basic earnings per share of ¥258.90.
お知らせ • Nov 05+ 1 more updateJFE Holdings, Inc. Provides Consolidated Earnings Guidance for the Fiscal Ending March 31, 2023JFE Holdings, Inc. provided consolidated earnings guidance for the fiscal ending March 31, 2023. For the year, the company expects revenue of ¥5,260,000 million, business profit of ¥255,000 million, profit attributable to owners of parent of ¥155,000 million and basic earnings per share of ¥267.52.
お知らせ • Aug 04+ 2 more updatesJFE Holdings, Inc. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Ending March 31, 2023JFE Holdings, Inc. provided consolidated earnings guidance for the first half and full year of fiscal ending March 31, 2023. For the first half, the company expects revenue of ¥2,610,000 million, business profit of ¥165,000 million, profit attributable to owners of parent of ¥100,000 million and basic earnings per share of ¥173.27. For the year, the company expects revenue of ¥5,370,000 million, business profit of ¥235,000 million, profit attributable to owners of parent of ¥140,000 million and basic earnings per share of ¥241.96.
お知らせ • Feb 08+ 1 more updateJFE Holdings, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022JFE Holdings, Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2022. For the period the company expects the revenue to be JPY 4,370,000 million, business profit of JPY 390,000 million, profit attributable to owners of the parent of JPY 270,000 million and basic earnings per share of JPY 468.92.
お知らせ • May 08JFE Holdings, Inc., Annual General Meeting, Jun 24, 2026JFE Holdings, Inc., Annual General Meeting, Jun 24, 2026.
お知らせ • Apr 03JFE Holdings, Inc. to Report Fiscal Year 2026 Results on May 08, 2026JFE Holdings, Inc. announced that they will report fiscal year 2026 results at 2:00 PM, Tokyo Standard Time on May 08, 2026
お知らせ • Jan 28JFE Holdings, Inc. Announces Board and Executive ChangesJFE Holdings, Inc. has resolved on the following unofficial executive appointments from June 2026, at a meeting of the Board of Directors held on January 28, 2026. Masashi Terahata will retire from his position as Representative Director and Executive Vice President on April 1, 2026, but will continue as a Director without representation rights until the General Meeting in June 2026. Toshihiro Tanaka will be appointed as the new Representative Director, effective from the date of the General Meeting of Shareholders in June 2026. Toshihiro Tanaka was born on January 27, 1963. He graduated from Waseda University, School of Law, in March 1986. His career began at Nippon Kokan Co. Ltd. in April 1986. He held the position of Senior Staff, Planning Section, Corporate Planning Department, JFE Steel Corporation in April 2010, Manager, Planning Section, Corporate Planning Department in April 2012, General Manager, Controller Department in April 2015, Vice President in April 2016, Vice President, JFE Holdings, Inc. in April 2018, and Senior Vice President since April 2019.
お知らせ • Dec 23JFE Holdings, Inc. to Report Q3, 2026 Results on Feb 05, 2026JFE Holdings, Inc. announced that they will report Q3, 2026 results on Feb 05, 2026
お知らせ • Nov 07+ 1 more updateJFE Holdings, Inc. Announces Dividend for the Interim Period Ended September 30, 2025, Payable on December 4, 2025; Provides Dividend Guidance for the Year Ending March 31, 2026JFE Holdings, Inc. announced dividend for the interim period ended September 30, 2025. For the period, the company announced dividend of JPY 40.00 per share against JPY 50.00 per share a year ago. Scheduled date to start paying dividends is December 4, 2025. For the year ending March 31, 2026, the company expects to pay dividend of JPY 40.00 per share against JPY 50.00 per share a year ago.
お知らせ • Sep 23JFE Holdings, Inc. to Report Q2, 2026 Results on Nov 06, 2025JFE Holdings, Inc. announced that they will report Q2, 2026 results on Nov 06, 2025
お知らせ • Aug 06+ 1 more updateJFE Holdings, Inc. Provides Consolidated Earnings Guidance for the First Half Ending September 30, 2025JFE Holdings, Inc. provided consolidated earnings guidance for the first half of ending September 30, 2025. For the period, the company expects revenue of ¥2,330,000 million, business profit of ¥40,000 million, profit attributable to owners of parent of ¥15,000 million and basic earnings per share of ¥23.58.
お知らせ • Jun 27Imabari Shipbuilding Co., Ltd. agreed to acquire an additional 30% stake in Japan Marine United Corporation from JFE Holdings, Inc. (TSE:5411) and IHI Corporation (TSE:7013).Imabari Shipbuilding Co., Ltd. agreed to acquire an additional 30% stake in Japan Marine United Corporation from JFE Holdings, Inc. (TSE:5411) and IHI Corporation (TSE:7013) on June 26, 2025. Upon completion, Imabari Shipbuilding Co., Ltd. will own 60% stake in Japan Marine United Corporation. The voting rights ratio JMU will change from the current Imabari Shipbuilding: 30%, JFE: 35%, IHI: 35% to Imabari Shipbuilding: 60%, JFE: 20%, IHI: 20% after the transaction is completed. In addition, there will be no change in NSY's business operations or investment ratios as a result of this transaction. This transaction is subject to notification and approval from the relevant authorities in Japan and overseas.
お知らせ • Jun 24JFE Holdings, Inc. to Report Q1, 2026 Results on Aug 05, 2025JFE Holdings, Inc. announced that they will report Q1, 2026 results on Aug 05, 2025
お知らせ • May 08JFE Holdings, Inc., Annual General Meeting, Jun 25, 2025JFE Holdings, Inc., Annual General Meeting, Jun 25, 2025.
お知らせ • Mar 26JFE Holdings, Inc. to Report Fiscal Year 2025 Results on May 08, 2025JFE Holdings, Inc. announced that they will report fiscal year 2025 results on May 08, 2025
お知らせ • Jan 03JFE Holdings, Inc. to Report Q3, 2025 Results on Feb 06, 2025JFE Holdings, Inc. announced that they will report Q3, 2025 results on Feb 06, 2025
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥23.53 (vs JP¥84.89 in 2Q 2024)Second quarter 2025 results: EPS: JP¥23.53 (down from JP¥84.89 in 2Q 2024). Revenue: JP¥1.24t (down 5.7% from 2Q 2024). Net income: JP¥15.0b (down 70% from 2Q 2024). Profit margin: 1.2% (down from 3.8% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.1% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Sep 27JFE Holdings, Inc. to Report Q2, 2025 Results on Nov 06, 2024JFE Holdings, Inc. announced that they will report Q2, 2025 results on Nov 06, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 5.8%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (4.3%).
Buy Or Sell Opportunity • Aug 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to €12.00. The fair value is estimated to be €15.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 1.0% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.
Reported Earnings • Aug 06First quarter 2025 earnings released: EPS: JP¥43.27 (vs JP¥103 in 1Q 2024)First quarter 2025 results: EPS: JP¥43.27 (down from JP¥103 in 1Q 2024). Revenue: JP¥1.21t (down 4.0% from 1Q 2024). Net income: JP¥27.5b (down 54% from 1Q 2024). Profit margin: 2.3% (down from 4.7% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.0% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Aug 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.8% to €12.90. The fair value is estimated to be €16.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 0.8% per annum. Earnings are also forecast to grow by 5.5% per annum over the same time period.
Declared Dividend • Jul 15Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 375%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 20JFE Holdings, Inc. to Report Q1, 2025 Results on Aug 05, 2024JFE Holdings, Inc. announced that they will report Q1, 2025 results on Aug 05, 2024
Buy Or Sell Opportunity • May 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to €13.40. The fair value is estimated to be €16.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.0% per annum. Earnings are also forecast to grow by 5.8% per annum over the same time period.
お知らせ • May 08JFE Holdings, Inc., Annual General Meeting, Jun 25, 2024JFE Holdings, Inc., Annual General Meeting, Jun 25, 2024.
Reported Earnings • May 07Full year 2024 earnings released: EPS: JP¥323 (vs JP¥281 in FY 2023)Full year 2024 results: EPS: JP¥323 (up from JP¥281 in FY 2023). Revenue: JP¥5.17t (down 1.8% from FY 2023). Net income: JP¥197.4b (up 21% from FY 2023). Profit margin: 3.8% (up from 3.1% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.3%).
お知らせ • Mar 20JFE Holdings, Inc. to Report Fiscal Year 2024 Results on May 07, 2024JFE Holdings, Inc. announced that they will report fiscal year 2024 results on May 07, 2024
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥83.07 (vs JP¥35.60 in 3Q 2023)Third quarter 2024 results: EPS: JP¥83.07 (up from JP¥35.60 in 3Q 2023). Revenue: JP¥1.29t (down 4.1% from 3Q 2023). Net income: JP¥52.8b (up 155% from 3Q 2023). Profit margin: 4.1% (up from 1.5% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 07JFE Holdings, Inc. Announces Executive ChangesJFE Holdings, Inc. announced that Yoshihisa Kitano, current President and CEO of JFE Steel Corporation and Representative Director of JFE Holdings, Inc. is appointed as President and Representative Director. The company also announced Yoshihisa Kitano, current President and Representative Director of JFE Holdings, Inc. Mr. Kakigi will resign from Director and become Senior Advisor in late June 2024. The senior manager changes are effective new senior managers effective April 1, 2024.
お知らせ • Feb 06+ 1 more updateJFE Holdings, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024JFE Holdings, Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2024. For the period, the company now expects revenue of JPY 5,230,000 million, business profit of JPY 290,000 million, profit attributable to owners of parent of JPY 190,000 million and basic earnings per share of JPY 311.17 against previous forecast for revenue of JPY 5,360,000 million, business profit of JPY 290,000 million, profit attributable to owners of parent of JPY 190,000 million.
お知らせ • Dec 21JFE Holdings, Inc. to Report Q3, 2024 Results on Feb 06, 2024JFE Holdings, Inc. announced that they will report Q3, 2024 results on Feb 06, 2024
Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: JP¥84.89 (vs JP¥67.99 in 2Q 2023)Second quarter 2024 results: EPS: JP¥84.89 (up from JP¥67.99 in 2Q 2023). Revenue: JP¥1.31t (flat on 2Q 2023). Net income: JP¥50.5b (up 28% from 2Q 2023). Profit margin: 3.8% (up from 3.0% in 2Q 2023). Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Nov 03Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €16.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 0.1% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.
お知らせ • Sep 23JFE Holdings, Inc. to Report Q2, 2024 Results on Nov 06, 2023JFE Holdings, Inc. announced that they will report Q2, 2024 results on Nov 06, 2023
New Risk • Sep 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (85% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.6% net profit margin). Shareholders have been diluted in the past year (5.2% increase in shares outstanding).
Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 02 December 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (8.5%).
Reported Earnings • Aug 04First quarter 2024 earnings released: EPS: JP¥103 (vs JP¥146 in 1Q 2023)First quarter 2024 results: EPS: JP¥103 (down from JP¥146 in 1Q 2023). Revenue: JP¥1.26t (flat on 1Q 2023). Net income: JP¥59.6b (down 29% from 1Q 2023). Profit margin: 4.7% (down from 6.7% in 1Q 2023). Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 17JFE Holdings, Inc. to Report Q1, 2024 Results on Aug 03, 2023JFE Holdings, Inc. announced that they will report Q1, 2024 results on Aug 03, 2023
Reported Earnings • May 09Full year 2023 earnings released: EPS: JP¥281 (vs JP¥500 in FY 2022)Full year 2023 results: EPS: JP¥281 (down from JP¥500 in FY 2022). Revenue: JP¥5.27t (up 21% from FY 2022). Net income: JP¥162.6b (down 44% from FY 2022). Profit margin: 3.1% (down from 6.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • May 09+ 2 more updatesJFE Holdings, Inc. Announces Year End Dividend for the Fiscal 2022, Payable on June 28, 2023JFE Holdings, Inc. announced year-end dividend of JPY 30.00 per share for the fiscal 2022, compared to JPY 80.00 per share paid an year ago. Dividend payment starting date is June 28, 2023.
お知らせ • May 08JFE Holdings, Inc., Annual General Meeting, Jun 27, 2023JFE Holdings, Inc., Annual General Meeting, Jun 27, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 5.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 5.0%. Within top quartile of German dividend payers (4.7%). Lower than average of industry peers (8.6%).
Reported Earnings • Feb 08Third quarter 2023 earnings released: EPS: JP¥35.60 (vs JP¥143 in 3Q 2022)Third quarter 2023 results: EPS: JP¥35.60 (down from JP¥143 in 3Q 2022). Revenue: JP¥1.34t (up 16% from 3Q 2022). Net income: JP¥20.7b (down 75% from 3Q 2022). Profit margin: 1.5% (down from 7.1% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 2.1% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 07JFE Holdings, Inc. Provides Consolidated Earnings Guidance for the Fiscal Ending March 31, 2023JFE Holdings, Inc. provided consolidated earnings guidance for the fiscal ending March 31, 2023. For the year, the company expects revenue of ¥5,200,000 million, business profit of ¥235,000 million, profit attributable to owners of parent of ¥150,000 million and basic earnings per share of ¥258.90.
お知らせ • Feb 06JFE Holdings, Inc. Revises Year End Dividend Guidance for the Fiscal Year Ending March 31, 2023JFE Holdings, Inc. Revised year end Dividend Guidance for the Fiscal Year Ending March 31, 2023. For the period, the company expects dividend of JPY 30.00 per share against JPY 80.00 per share for the same period a year ago.
お知らせ • Dec 22JFE Holdings, Inc. to Report Q3, 2023 Results on Feb 06, 2023JFE Holdings, Inc. announced that they will report Q3, 2023 results on Feb 06, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Outside Independent Director Yoshiko Ando 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 • Nov 06Second quarter 2023 earnings released: EPS: JP¥67.99 (vs JP¥137 in 2Q 2022)Second quarter 2023 results: EPS: JP¥67.99 (down from JP¥137 in 2Q 2022). Revenue: JP¥1.31t (up 24% from 2Q 2022). Net income: JP¥39.4b (down 50% from 2Q 2022). Profit margin: 3.0% (down from 7.5% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 2.7% p.a. on average during the next 3 years compared to a 3.4% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 80% 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 • Nov 05+ 1 more updateJFE Holdings, Inc. Provides Consolidated Earnings Guidance for the Fiscal Ending March 31, 2023JFE Holdings, Inc. provided consolidated earnings guidance for the fiscal ending March 31, 2023. For the year, the company expects revenue of ¥5,260,000 million, business profit of ¥255,000 million, profit attributable to owners of parent of ¥155,000 million and basic earnings per share of ¥267.52.
お知らせ • Sep 23JFE Holdings, Inc. to Report Q2, 2023 Results on Nov 04, 2022JFE Holdings, Inc. announced that they will report Q2, 2023 results on Nov 04, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 11%. Within top quartile of German dividend payers (5.1%). In line with average of industry peers (10%).
Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥146 (vs JP¥108 in 1Q 2022)First quarter 2023 results: EPS: JP¥146 (up from JP¥108 in 1Q 2022). Revenue: JP¥1.25t (up 41% from 1Q 2022). Net income: JP¥83.8b (up 35% from 1Q 2022). Profit margin: 6.7% (down from 7.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 4.7%, compared to a 25% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Aug 04+ 2 more updatesJFE Holdings, Inc. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Ending March 31, 2023JFE Holdings, Inc. provided consolidated earnings guidance for the first half and full year of fiscal ending March 31, 2023. For the first half, the company expects revenue of ¥2,610,000 million, business profit of ¥165,000 million, profit attributable to owners of parent of ¥100,000 million and basic earnings per share of ¥173.27. For the year, the company expects revenue of ¥5,370,000 million, business profit of ¥235,000 million, profit attributable to owners of parent of ¥140,000 million and basic earnings per share of ¥241.96.
お知らせ • Jun 11JFE Holdings, Inc. to Report Q1, 2023 Results on Aug 03, 2022JFE Holdings, Inc. announced that they will report Q1, 2023 results on Aug 03, 2022
Reported Earnings • May 08Full year 2022 earnings released: EPS: JP¥500 (vs JP¥37.98 loss in FY 2021)Full year 2022 results: EPS: JP¥500 (up from JP¥37.98 loss in FY 2021). Revenue: JP¥4.37t (up 35% from FY 2021). Net income: JP¥288.1b (up JP¥309.9b from FY 2021). Profit margin: 6.6% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 13%, compared to a 33% growth forecast for the mining industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% 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 • May 06JFE Holdings, Inc., Annual General Meeting, Jun 24, 2022JFE Holdings, Inc., Annual General Meeting, Jun 24, 2022.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent External Director Yoshiko Ando 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.
お知らせ • Apr 08JFE Holdings, Inc. to Report Fiscal Year 2022 Results on May 06, 2022JFE Holdings, Inc. announced that they will report fiscal year 2022 results on May 06, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 8.8%. Within top quartile of German dividend payers (3.6%). In line with average of industry peers (8.1%).
Reported Earnings • Feb 09Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥143 (up from JP¥62.58 in 3Q 2021). Revenue: JP¥1.15t (up 40% from 3Q 2021). Net income: JP¥82.3b (up 128% from 3Q 2021). Profit margin: 7.1% (up from 4.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.2%. Over the next year, revenue is forecast to grow 6.8%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 8% per year.
お知らせ • Feb 08+ 1 more updateJFE Holdings, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022JFE Holdings, Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2022. For the period the company expects the revenue to be JPY 4,370,000 million, business profit of JPY 390,000 million, profit attributable to owners of the parent of JPY 270,000 million and basic earnings per share of JPY 468.92.
Reported Earnings • Nov 06Second quarter 2022 earnings released: EPS JP¥137 (vs JP¥116 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥1.05t (up 41% from 2Q 2021). Net income: JP¥78.8b (up JP¥145.3b from 2Q 2021). Profit margin: 7.5% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to €15.20, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total loss to shareholders of 7.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €10.56 per share.
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥11.00, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.97 per share.
Reported Earnings • Aug 14First quarter 2022 earnings released: EPS JP¥108 (vs JP¥68.07 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥888.9b (up 20% from 1Q 2021). Net income: JP¥62.0b (up JP¥101.2b from 1Q 2021). Profit margin: 7.0% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 13+ 1 more updateJFE Holdings, Inc. Provides Consolidated Earnings Guidance for the First Half Ending September 30, 2021JFE Holdings, Inc. provided consolidated earnings guidance for the first half ending September 30, 2021. The company expects revenue of JPY 1,970,000 million, profit attributable to owners of the parent of JPY 10,000 million and basic earnings per share of JPY 225.78.
Reported Earnings • May 08Full year 2021 earnings released: JP¥37.98 loss per share (vs JP¥343 loss in FY 2020)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2021 results: Revenue: JP¥3.23t (down 14% from FY 2020). Net loss: JP¥21.9b (loss narrowed 89% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
お知らせ • May 07+ 1 more updateJFE Holdings, Inc. Announces Dividend for the Year Ended Mar. 31, 2021, Payable on June 28, 2021JFE Holdings, Inc. expects to pay an year end dividend of JPY 10 per share for the year ended Mar. 31, 2021. Dividend payment starting date is June 28, 2021.
Is New 90 Day High Low • Feb 18New 90-day high: €8.70The company is up 20% from its price of €7.25 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 71% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.30 per share.
Reported Earnings • Feb 10Third quarter 2021 earnings released: EPS JP¥62.58 (vs JP¥8.70 loss in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥826.2b (down 10% from 3Q 2020). Net income: JP¥36.0b (up JP¥41.0b from 3Q 2020). Profit margin: 4.4% (up from net loss in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
Analyst Estimate Surprise Post Earnings • Feb 10Revenue beats expectationsRevenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 6.5%, compared to a 15% growth forecast for the Metals and Mining industry in Germany.
お知らせ • Feb 09JFE Holdings, Inc. Revises Earnings Guidance for the Year Ending March 31, 2021JFE Holdings, Inc. revised earnings guidance for the year ending March 31, 2021. The company now expects revenue of JPY 3,240,000 million, business loss of JPY 32,000 million, loss attributable to owners of parent of JPY 38,000 million or loss earnings per share of JPY 65.99 against previous guidance of revenue of JPY 3,170,000 million, business loss of JPY 90,000 million, loss attributable to owners of parent of JPY 100,000 million or loss earnings per share of JPY 173.66.
Is New 90 Day High Low • Jan 08New 90-day high: €8.40The company is up 37% from its price of €6.15 on 09 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 Metals and Mining industry, which is up 48% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.13 per share.
お知らせ • Dec 17JFE Holdings, Inc. to Report Q3, 2021 Results on Feb 09, 2021JFE Holdings, Inc. announced that they will report Q3, 2021 results on Feb 09, 2021
Is New 90 Day High Low • Dec 05New 90-day high: €8.10The company is up 25% from its price of €6.50 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.35 per share.
Is New 90 Day High Low • Nov 16New 90-day high: €7.10The company is up 18% from its price of €6.00 on 18 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.97 per share.
Reported Earnings • Nov 10Second quarter 2021 earnings released: JP¥116 loss per shareThe company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: JP¥748.4b (down 21% from 2Q 2020). Net loss: JP¥66.5b (down JP¥78.7b from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 93% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Nov 10Revenue misses expectationsRevenue missed analyst estimates by 0.4%. Over the next year, revenue is expected to shrink by 4.0% compared to a 8.4% growth forecast for the Metals and Mining industry in Germany.
お知らせ • Sep 26JFE Holdings, Inc. to Report Q2, 2021 Results on Nov 09, 2020JFE Holdings, Inc. announced that they will report Q2, 2021 results on Nov 09, 2020
お知らせ • Jun 19JFE Holdings, Inc. to Report Q1, 2021 Results on Aug 12, 2020JFE Holdings, Inc. announced that they will report Q1, 2021 results on Aug 12, 2020