View Financial HealthDisco 配当と自社株買い配当金 基準チェック /36Discoは配当を支払う会社で、現在の利回りは0.89%ですが、利益によって十分にカバーされています。次の支払い日は 1st December, 2026で、権利落ち日は29th September, 2026 。主要情報0.9%配当利回り-0.005%バイバック利回り総株主利回り0.9%将来の配当利回り1.7%配当成長16.3%次回配当支払日01 Dec 26配当落ち日29 Sep 26一株当たり配当金n/a配当性向38%最近の配当と自社株買いの更新Declared Dividend • Jul 26Dividend of JP¥171 announcedShareholders will receive a dividend of JP¥171. Ex-date: 29th September 2026 Payment date: 1st December 2026 Dividend yield will be 53%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 24Disco Corporation Announced the Revision of Dividend Forecasts for the Second Quarter Ending September 30, 2026Disco Corporation announced the revision of dividend forecasts for the second quarter ending September 30, 2026. For the quarter end, the company now expects to pay JPY 171.00 per share as compared to JPY 129.00 per share in the previous year.すべての更新を表示Recent updatesBoard Change • Aug 04High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Andre Mintz was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jul 30Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to €302, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 30x in the Semiconductor industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €126 per share.Declared Dividend • Jul 26Dividend of JP¥171 announcedShareholders will receive a dividend of JP¥171. Ex-date: 29th September 2026 Payment date: 1st December 2026 Dividend yield will be 53%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 25Disco Corp Announces Appointment of Andre Mintz to Board of Directors, Effective July 21, 2026DISCO CORP announced that Andre Mintz was appointed to its Board of Directors, effective July 21, 2026. Andre Mintz has led a multi-decade career in security and privacy risk management, most recently serving as Vice President, Global Security and Privacy at Meta. He has also held senior roles at Newport Group, Red Ventures, Nuance Communications and Leviathan Security Group. Other key positions include senior roles at Microsoft, Reuters and FedEx. In addition to DISCO, Mintz also serves on the Board of Directors for Q2, a publicly traded financial technology services company.Reported Earnings • Jul 24First quarter 2027 earnings released: EPS: JP¥316 (vs JP¥219 in 1Q 2026)First quarter 2027 results: EPS: JP¥316 (up from JP¥219 in 1Q 2026). Revenue: JP¥114.3b (up 27% from 1Q 2026). Net income: JP¥34.2b (up 44% from 1Q 2026). Profit margin: 30% (up from 26% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Semiconductor industry in Germany.お知らせ • Jul 24Disco Corporation Announced the Revision of Dividend Forecasts for the Second Quarter Ending September 30, 2026Disco Corporation announced the revision of dividend forecasts for the second quarter ending September 30, 2026. For the quarter end, the company now expects to pay JPY 171.00 per share as compared to JPY 129.00 per share in the previous year.お知らせ • Jul 23Disco Corporation Revises Consolidated and Non-Consolidated Earnings Forecast for the First Half Ending September 30, 2026Disco Corporation revised Consolidated and non-consolidated earnings forecast for the first half ending September 30, 2026. For the period, the company expects the consolidated forecasts for Net sales of JPY 242,800 million; Operating income of JPY 104,900 million; Net income of JPY 73,800 million; Net income per share of JPY 680.39. For the period, the company expects the non-consolidated forecasts for Net sales of JPY 201,100 million; Operating income of JPY 87,100 million; Net income of JPY 81,800 million; Net income per share of JPY 754.14. The drastic and rapid fluctuations in customer willingness to invest make it difficult to predict demand in the semiconductor and electronic components industries. For this reason, DISCO business forecasts are only disclosed for one upcoming quarter. The shipment forecast for the first half of the fiscal year ending on March 31, 2027 (April - September) is 276.9 billion yen.Valuation Update With 7 Day Price Move • Jul 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €356, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 36x in the Semiconductor industry in Germany.New Risk • Jun 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 13% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €446, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 42x in the Semiconductor industry in Germany.Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €320, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 37x in the Semiconductor industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €158 per share.お知らせ • May 09+ 2 more updatesDisco Corporation to Report Q2, 2027 Results on Oct 22, 2026Disco Corporation announced that they will report Q2, 2027 results on Oct 22, 2026お知らせ • Apr 22Disco Corporation, Annual General Meeting, Jun 24, 2026Disco Corporation, Annual General Meeting, Jun 24, 2026.お知らせ • Jan 21+ 1 more updateDisco Corporation Provides Consolidated and Non-Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Disco Corporation provided consolidated and non-consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, on consolidated basis, the company expects net sales of JPY 419,000 million, operating income of JPY 172,100 million, net income of JPY 126,400 million and Net income per share of JPY 1,165.72. For the year, on non-consolidated basis, the company expects net sales of JPY 342,100 million, operating income of JPY 141,800 million, net income of JPY 122,400 million and Net income per share of JPY 1,128.83.お知らせ • Oct 29+ 1 more updateDisco Corporation Provides Consolidated and Non-Consolidated Earnings Guidance for the Nine Months Ending December 31, 2025Disco Corporation provided consolidated and non-consolidated earnings guidance for the nine months ending December 31, 2025. For the period, on consolidated basis, the company expects net sales to be JPY 287.1 billion. Operating income to be JPY 111.7 billion. Net income to be JPY 80.3 billion. Net income per share to be JPY 740.57. For the period, on non-consolidated basis, the company expects net sales to be JPY 235.0 billion. Operating income to be JPY 92.1 billion. Net income to be JPY 82.9 billion. Net income per share to be JPY 764.54. Reason: The drastic and rapid fluctuations in customer willingness to invest make it difficult to predict demand in the semiconductor and electronic components industries. For this reason, DISCO business forecasts are only disclosed for one upcoming quarter. The cumulative shipment forecast is JPY 309.1 billion for the third quarter of the fiscal year ending on March 31, 2026 (April 1, 2025 - December 31, 2025).配当金の支払いについて今日Aug 22 2026配当落ち日Sep 29 2026配当支払日Dec 01 202663 days 配当落ちから次の37 days 、次の配当を受け取るために購入する。決済の安定と成長配当データの取得安定した配当: D65の配当金支払いは、過去10年間 変動性 が高かった。増加する配当: D65の配当金は過去10年間にわたって増加しています。配当利回り対市場Disco 配当利回り対市場D65 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (D65)0.9%市場下位25% (DE)1.5%市場トップ25% (DE)4.7%業界平均 (Semiconductor)0.6%アナリスト予想 (D65) (最長3年)1.7%注目すべき配当: D65の配当金 ( 0.89% ) はGerman市場の配当金支払者の下位 25% ( 1.46% ) と比べると目立ったものではありません。高配当: D65の配当金 ( 0.89% ) はGerman市場の配当金支払者の上位 25% ( 4.68% ) と比較すると低いです。株主への利益配当収益カバレッジ: D65の 配当性向 ( 37.5% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: D65は合理的な 現金配当性向 ( 60.3% ) を備えているため、配当金の支払いはキャッシュフローによって賄われます。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management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2026/08/21 19:03終値2026/08/21 00:00収益2026/06/30年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Disco Corporation 21 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。34 アナリスト機関Steven LiuAletheia Analyst Network LimitedWarren LauAletheia Analyst Network LimitedHao DaiBernstein31 その他のアナリストを表示
Declared Dividend • Jul 26Dividend of JP¥171 announcedShareholders will receive a dividend of JP¥171. Ex-date: 29th September 2026 Payment date: 1st December 2026 Dividend yield will be 53%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 24Disco Corporation Announced the Revision of Dividend Forecasts for the Second Quarter Ending September 30, 2026Disco Corporation announced the revision of dividend forecasts for the second quarter ending September 30, 2026. For the quarter end, the company now expects to pay JPY 171.00 per share as compared to JPY 129.00 per share in the previous year.
Board Change • Aug 04High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Andre Mintz was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jul 30Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to €302, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 30x in the Semiconductor industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €126 per share.
Declared Dividend • Jul 26Dividend of JP¥171 announcedShareholders will receive a dividend of JP¥171. Ex-date: 29th September 2026 Payment date: 1st December 2026 Dividend yield will be 53%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 25Disco Corp Announces Appointment of Andre Mintz to Board of Directors, Effective July 21, 2026DISCO CORP announced that Andre Mintz was appointed to its Board of Directors, effective July 21, 2026. Andre Mintz has led a multi-decade career in security and privacy risk management, most recently serving as Vice President, Global Security and Privacy at Meta. He has also held senior roles at Newport Group, Red Ventures, Nuance Communications and Leviathan Security Group. Other key positions include senior roles at Microsoft, Reuters and FedEx. In addition to DISCO, Mintz also serves on the Board of Directors for Q2, a publicly traded financial technology services company.
Reported Earnings • Jul 24First quarter 2027 earnings released: EPS: JP¥316 (vs JP¥219 in 1Q 2026)First quarter 2027 results: EPS: JP¥316 (up from JP¥219 in 1Q 2026). Revenue: JP¥114.3b (up 27% from 1Q 2026). Net income: JP¥34.2b (up 44% from 1Q 2026). Profit margin: 30% (up from 26% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Semiconductor industry in Germany.
お知らせ • Jul 24Disco Corporation Announced the Revision of Dividend Forecasts for the Second Quarter Ending September 30, 2026Disco Corporation announced the revision of dividend forecasts for the second quarter ending September 30, 2026. For the quarter end, the company now expects to pay JPY 171.00 per share as compared to JPY 129.00 per share in the previous year.
お知らせ • Jul 23Disco Corporation Revises Consolidated and Non-Consolidated Earnings Forecast for the First Half Ending September 30, 2026Disco Corporation revised Consolidated and non-consolidated earnings forecast for the first half ending September 30, 2026. For the period, the company expects the consolidated forecasts for Net sales of JPY 242,800 million; Operating income of JPY 104,900 million; Net income of JPY 73,800 million; Net income per share of JPY 680.39. For the period, the company expects the non-consolidated forecasts for Net sales of JPY 201,100 million; Operating income of JPY 87,100 million; Net income of JPY 81,800 million; Net income per share of JPY 754.14. The drastic and rapid fluctuations in customer willingness to invest make it difficult to predict demand in the semiconductor and electronic components industries. For this reason, DISCO business forecasts are only disclosed for one upcoming quarter. The shipment forecast for the first half of the fiscal year ending on March 31, 2027 (April - September) is 276.9 billion yen.
Valuation Update With 7 Day Price Move • Jul 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €356, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 36x in the Semiconductor industry in Germany.
New Risk • Jun 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 13% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €446, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 42x in the Semiconductor industry in Germany.
Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €320, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 37x in the Semiconductor industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €158 per share.
お知らせ • May 09+ 2 more updatesDisco Corporation to Report Q2, 2027 Results on Oct 22, 2026Disco Corporation announced that they will report Q2, 2027 results on Oct 22, 2026
お知らせ • Apr 22Disco Corporation, Annual General Meeting, Jun 24, 2026Disco Corporation, Annual General Meeting, Jun 24, 2026.
お知らせ • Jan 21+ 1 more updateDisco Corporation Provides Consolidated and Non-Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Disco Corporation provided consolidated and non-consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, on consolidated basis, the company expects net sales of JPY 419,000 million, operating income of JPY 172,100 million, net income of JPY 126,400 million and Net income per share of JPY 1,165.72. For the year, on non-consolidated basis, the company expects net sales of JPY 342,100 million, operating income of JPY 141,800 million, net income of JPY 122,400 million and Net income per share of JPY 1,128.83.
お知らせ • Oct 29+ 1 more updateDisco Corporation Provides Consolidated and Non-Consolidated Earnings Guidance for the Nine Months Ending December 31, 2025Disco Corporation provided consolidated and non-consolidated earnings guidance for the nine months ending December 31, 2025. For the period, on consolidated basis, the company expects net sales to be JPY 287.1 billion. Operating income to be JPY 111.7 billion. Net income to be JPY 80.3 billion. Net income per share to be JPY 740.57. For the period, on non-consolidated basis, the company expects net sales to be JPY 235.0 billion. Operating income to be JPY 92.1 billion. Net income to be JPY 82.9 billion. Net income per share to be JPY 764.54. Reason: The drastic and rapid fluctuations in customer willingness to invest make it difficult to predict demand in the semiconductor and electronic components industries. For this reason, DISCO business forecasts are only disclosed for one upcoming quarter. The cumulative shipment forecast is JPY 309.1 billion for the third quarter of the fiscal year ending on March 31, 2026 (April 1, 2025 - December 31, 2025).