View Future GrowthHosiden 過去の業績過去 基準チェック /36Hosidenの収益は年間平均-1.3%の割合で減少していますが、 Electronic業界の収益は年間 減少しています。収益は年間13.5% 11.7%割合で 増加しています。 Hosidenの自己資本利益率は10.8%であり、純利益率は3.6%です。主要情報-1.30%収益成長率1.68%EPS成長率Electronic 業界の成長1.03%収益成長率11.67%株主資本利益率10.79%ネット・マージン3.62%前回の決算情報31 Mar 2026最近の業績更新お知らせ • May 08+ 1 more updateHosiden Corporation to Report Fiscal Year 2026 Results on May 08, 2026Hosiden Corporation announced that they will report fiscal year 2026 results on May 08, 2026お知らせ • Dec 09Hosiden Corporation to Report Q3, 2026 Results on Feb 06, 2026Hosiden Corporation announced that they will report Q3, 2026 results on Feb 06, 2026お知らせ • Sep 06Hosiden Corporation to Report Q2, 2026 Results on Nov 07, 2025Hosiden Corporation announced that they will report Q2, 2026 results on Nov 07, 2025お知らせ • Jun 27Hosiden Corporation to Report Q1, 2026 Results on Aug 08, 2025Hosiden Corporation announced that they will report Q1, 2026 results on Aug 08, 2025お知らせ • Apr 01Hosiden Corporation to Report Fiscal Year 2025 Results on May 09, 2025Hosiden Corporation announced that they will report fiscal year 2025 results on May 09, 2025お知らせ • Dec 10Hosiden Corporation to Report Q3, 2025 Results on Feb 07, 2025Hosiden Corporation announced that they will report Q3, 2025 results on Feb 07, 2025すべての更新を表示Recent updatesお知らせ • May 08+ 1 more updateHosiden Corporation to Report Fiscal Year 2026 Results on May 08, 2026Hosiden Corporation announced that they will report fiscal year 2026 results on May 08, 2026お知らせ • Dec 09Hosiden Corporation to Report Q3, 2026 Results on Feb 06, 2026Hosiden Corporation announced that they will report Q3, 2026 results on Feb 06, 2026お知らせ • Nov 10Hosiden Corporation (TSE:6804) announces an Equity Buyback for 2,000,000 shares, representing 3.93% for ¥4,200 million.Hosiden Corporation (TSE:6804) announces a share repurchase program. Under the program, the company will repurchase 2,000,000 shares, representing 3.93% of the outstanding shares for ¥4,200 million. The Company will cancel treasury shares for execution of flexible capital policies in response to changes in the management environment as well as enhancing shareholder returns and capital efficiency. The program will run until January 30, 2026. As of October 31, 2025, the company had 50,895,236 shares outstanding (excluding treasury stock) and 9,269,548 shares in treasury.お知らせ • Sep 06Hosiden Corporation to Report Q2, 2026 Results on Nov 07, 2025Hosiden Corporation announced that they will report Q2, 2026 results on Nov 07, 2025お知らせ • Jun 27Hosiden Corporation to Report Q1, 2026 Results on Aug 08, 2025Hosiden Corporation announced that they will report Q1, 2026 results on Aug 08, 2025お知らせ • May 09Hosiden Corporation, Annual General Meeting, Jun 26, 2025Hosiden Corporation, Annual General Meeting, Jun 26, 2025.お知らせ • Apr 01Hosiden Corporation to Report Fiscal Year 2025 Results on May 09, 2025Hosiden Corporation announced that they will report fiscal year 2025 results on May 09, 2025お知らせ • Dec 10Hosiden Corporation to Report Q3, 2025 Results on Feb 07, 2025Hosiden Corporation announced that they will report Q3, 2025 results on Feb 07, 2025お知らせ • Dec 03Hosiden Corporation (TSE:6804) announces an Equity Buyback for 1,500,000 shares, representing 2.88% for ¥3,000 million.Hosiden Corporation (TSE:6804) announces a share repurchase program. Under the program, the company will repurchase 1,500,000 shares, representing 2.88% of the outstanding shares for ¥3,000 million. The purpose of the program is to improve shareholder returns and capital efficiency, as well as to mitigate the short-term impact on the supply and demand of the Company's shares resulting from the issuance of Euro-yen convertible bonds with stock acquisition rights due in 2031 (the "Stock Acquisition Rights Bonds"), and to facilitate smooth fund raising. The program will run until January 31, 2025. As of October 31, 2024, the company had 52,133,331 shares outstanding (excluding treasury stock) and 9,276,753 shares in treasury.Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥14.60 (vs JP¥70.74 in 2Q 2024)Second quarter 2025 results: EPS: JP¥14.60 (down from JP¥70.74 in 2Q 2024). Revenue: JP¥58.3b (down 15% from 2Q 2024). Net income: JP¥757.0m (down 79% from 2Q 2024). Profit margin: 1.3% (down from 5.3% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Sep 27Hosiden Corporation to Report Q2, 2025 Results on Nov 08, 2024Hosiden Corporation announced that they will report Q2, 2025 results on Nov 08, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (1.7%).New Risk • Sep 01New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.2% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (3.2% increase in shares outstanding).Reported Earnings • Aug 12First quarter 2025 earnings released: EPS: JP¥70.98 (vs JP¥69.78 in 1Q 2024)First quarter 2025 results: EPS: JP¥70.98 (up from JP¥69.78 in 1Q 2024). Revenue: JP¥57.9b (up 2.8% from 1Q 2024). Net income: JP¥3.67b (flat on 1Q 2024). Profit margin: 6.3% (down from 6.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.お知らせ • Jul 04Hosiden Corporation to Report Q1, 2025 Results on Aug 09, 2024Hosiden Corporation announced that they will report Q1, 2025 results on Aug 09, 2024Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥224 (vs JP¥233 in FY 2023)Full year 2024 results: EPS: JP¥224 (down from JP¥233 in FY 2023). Revenue: JP¥218.9b (down 21% from FY 2023). Net income: JP¥11.6b (down 8.0% from FY 2023). Profit margin: 5.3% (up from 4.6% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 12Hosiden Corporation, Annual General Meeting, Jun 26, 2024Hosiden Corporation, Annual General Meeting, Jun 26, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (1.5%).お知らせ • Mar 02Hosiden Corporation to Report Fiscal Year 2024 Results on May 10, 2024Hosiden Corporation announced that they will report fiscal year 2024 results on May 10, 2024Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥63.55 (vs JP¥1.34 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥63.55 (up from JP¥1.34 loss in 3Q 2023). Revenue: JP¥52.6b (down 38% from 3Q 2023). Net income: JP¥3.29b (up JP¥3.36b from 3Q 2023). Profit margin: 6.3% (up from net loss in 3Q 2023). The move to profitability was driven by lower expenses. Revenue is expected to decline by 6.8% p.a. on average during the next 2 years, while revenues in the Electronic industry in Germany are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 10% per year.お知らせ • Dec 10Hosiden Corporation to Report Q3, 2024 Results on Feb 09, 2024Hosiden Corporation announced that they will report Q3, 2024 results on Feb 09, 2024New Risk • Dec 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 18% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Minor Risks 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 (3.2% net profit margin).Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥70.74 (vs JP¥63.99 in 2Q 2023)Second quarter 2024 results: EPS: JP¥70.74 (up from JP¥63.99 in 2Q 2023). Revenue: JP¥68.6b (up 39% from 2Q 2023). Net income: JP¥3.66b (up 4.0% from 2Q 2023). Profit margin: 5.3% (down from 7.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 2 years compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 28Hosiden Corporation to Report Q2, 2024 Results on Nov 10, 2023Hosiden Corporation announced that they will report Q2, 2024 results on Nov 10, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥24.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.5%).New Risk • Aug 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.4% Last year net profit margin: 7.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks 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 (3.4% net profit margin).Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥69.78 (vs JP¥135 in 1Q 2023)First quarter 2024 results: EPS: JP¥69.78 (down from JP¥135 in 1Q 2023). Revenue: JP¥56.3b (down 21% from 1Q 2023). Net income: JP¥3.66b (down 51% from 1Q 2023). Profit margin: 6.5% (down from 10% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 13% per year.お知らせ • May 17Hosiden Corporation, Annual General Meeting, Jun 29, 2023Hosiden Corporation, Annual General Meeting, Jun 29, 2023.お知らせ • May 14Hosiden Corporation (TSE:6804) announces an Equity Buyback for 1,600,000 shares, representing 3% for ¥3,000 million.Hosiden Corporation (TSE:6804) announces a share repurchase program. Under the program, the company will repurchase 1,600,000 shares, representing 3% of the outstanding shares for ¥3,000 million. The purpose of the program is to implement a flexible capital policy that responds to changes in the business environment, and to improve shareholder returns and capital efficiency. Repurchased shares will be cancelled. The program will run until July 14, 2023. As of April 30, 2023, the company had 53,278,306 shares outstanding (excluding treasury stock) and 9,731,778 shares in treasury.Reported Earnings • May 14Full year 2023 earnings released: EPS: JP¥233 (vs JP¥212 in FY 2022)Full year 2023 results: EPS: JP¥233 (up from JP¥212 in FY 2022). Revenue: JP¥277.2b (up 34% from FY 2022). Net income: JP¥12.6b (up 6.2% from FY 2022). Profit margin: 4.6% (down from 5.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 8.1% p.a. on average during the next 2 years, while revenues in the Electronic industry in Germany are expected to grow by 14%. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 19% per year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥44.00 per share at 5.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 5.1%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.0%).Reported Earnings • Feb 13Third quarter 2023 earnings released: JP¥1.34 loss per share (vs JP¥50.31 profit in 3Q 2022)Third quarter 2023 results: JP¥1.34 loss per share (down from JP¥50.31 profit in 3Q 2022). Revenue: JP¥85.3b (up 45% from 3Q 2022). Net loss: JP¥72.0m (down 102% from profit in 3Q 2022). Revenue is expected to decline by 9.8% p.a. on average during the next 2 years, while revenues in the Electronic industry in Germany are expected to grow by 10.0%. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 16Hosiden Corporation to Report Q3, 2023 Results on Feb 10, 2023Hosiden Corporation announced that they will report Q3, 2023 results on Feb 10, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥63.99 (vs JP¥66.87 in 2Q 2022)Second quarter 2023 results: EPS: JP¥63.99 (down from JP¥66.87 in 2Q 2022). Revenue: JP¥49.4b (up 8.2% from 2Q 2022). Net income: JP¥3.52b (down 6.8% from 2Q 2022). Profit margin: 7.1% (down from 8.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.4% p.a. on average during the next 2 years, while revenues in the Electronic industry in Germany are expected to grow by 11%. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 5 new directors. 2 experienced directors. 2 highly experienced directors. 2 independent directors (4 non-independent directors). President, CEO & Representative Director Kenji Furuhashi is the most experienced director on the board, commencing their role in 1991. Independent Outside Director Susumu Maruno was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥63.99 (vs JP¥66.87 in 2Q 2022)Second quarter 2023 results: EPS: JP¥63.99 (down from JP¥66.87 in 2Q 2022). Revenue: JP¥49.4b (up 8.2% from 2Q 2022). Net income: JP¥3.52b (down 6.8% from 2Q 2022). Profit margin: 7.1% (down from 8.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.4% p.a. on average during the next 2 years, while revenues in the Electronic industry in Germany are expected to grow by 11%. Over the last 3 years on average, earnings per share has increased by 25% 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 • Nov 12Hosiden Corporation (TSE:6804) announces an Equity Buyback for 1,700,000 shares, representing 3.09% for ¥3,000 million.Hosiden Corporation (TSE:6804) announces a share repurchase program. Under the program, the company will repurchase 1,700,000 shares, representing 3.09% of the outstanding shares for ¥3,000 million. The purpose of the program is to implement a flexible capital policy that responds to changes in the business environment, and to improve shareholder returns and capital efficiency. The program will run until December 30, 2022. As of October 31, 2022, the company had 54,978,545 shares outstanding and 9,731,539 shares in treasury.Buying Opportunity • Oct 01Now 21% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be €12.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to decline by 14% in 2 years. Earnings is forecast to decline by 58% in the next 2 years.Upcoming Dividend • Sep 22Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 21% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.2%).お知らせ • Sep 02Hosiden Corporation to Report Q2, 2023 Results on Nov 11, 2022Hosiden Corporation announced that they will report Q2, 2023 results on Nov 11, 2022Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥135 (vs JP¥39.31 in 1Q 2022)First quarter 2023 results: EPS: JP¥135 (up from JP¥39.31 in 1Q 2022). Revenue: JP¥71.2b (up 39% from 1Q 2022). Net income: JP¥7.42b (up 235% from 1Q 2022). Profit margin: 10% (up from 4.3% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 10% compared to a 21% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to €10.70, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.12 per share.お知らせ • Jun 25Hosiden Corporation to Report Q1, 2023 Results on Aug 05, 2022Hosiden Corporation announced that they will report Q1, 2023 results on Aug 05, 2022Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥212 (vs JP¥179 in FY 2021)Full year 2022 results: EPS: JP¥212 (up from JP¥179 in FY 2021). Revenue: JP¥207.6b (down 11% from FY 2021). Net income: JP¥11.9b (up 15% from FY 2021). Profit margin: 5.7% (up from 4.4% in FY 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 8.9%, compared to a 21% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • May 15Hosiden Corporation, Annual General Meeting, Jun 29, 2022Hosiden Corporation, Annual General Meeting, Jun 29, 2022.Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 5 new directors. 2 experienced directors. 2 highly experienced directors. 2 independent directors (4 non-independent directors). President, CEO & Representative Director Kenji Furuhashi is the most experienced director on the board, commencing their role in 1991. Independent Outside Director Susumu Maruno was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Apr 08Hosiden Corporation to Report Fiscal Year 2022 Results on May 13, 2022Hosiden Corporation announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 9.2% but the company is not cash flow positive. Trailing yield: 4.7%. Within top quartile of German dividend payers (3.6%). Higher than average of industry peers (0.7%).お知らせ • Feb 07Hosiden Corporation (TSE:6804) announces an Equity Buyback for 1,500,000 shares, representing 2.66% for ¥2,000 million.Hosiden Corporation (TSE:6804) announces a share repurchase program. Under the program, the company will repurchase 1,500,000 shares, representing 2.66% of the outstanding shares for ¥2,000 million. The purpose of the program is to enable the execution of agile capital policies in response to changes in the business environment. The program will run until March 31, 2022. As of January 31, 2022, the company had 56,455,109 shares outstanding and 8,254,975 shares in treasury.Reported Earnings • Feb 06Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥50.30 (down from JP¥58.25 in 3Q 2021). Revenue: JP¥58.9b (down 18% from 3Q 2021). Net income: JP¥2.84b (down 16% from 3Q 2021). Profit margin: 4.8% (up from 4.7% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 7.5%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 14% per year.Reported Earnings • Nov 06Second quarter 2022 earnings released: EPS JP¥66.87 (vs JP¥41.16 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥45.7b (down 32% from 2Q 2021). Net income: JP¥3.78b (up 57% from 2Q 2021). Profit margin: 8.3% (up from 3.6% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 10% per year.Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improved over the past weekAfter last week's 23% share price gain to €8.90, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 24x in the Electronic industry in Germany. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €15.73 per share.Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.7%).Reported Earnings • Aug 08First quarter 2022 earnings released: EPS JP¥39.31 (vs JP¥19.04 in 1Q 2021)The company reported a solid first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: JP¥51.1b (flat on 1Q 2021). Net income: JP¥2.22b (up 99% from 1Q 2021). Profit margin: 4.3% (up from 2.2% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 1% per year.Reported Earnings • May 10Full year 2021 earnings released: EPS JP¥179 (vs JP¥161 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: JP¥233.9b (up 10% from FY 2020). Net income: JP¥10.3b (up 9.6% from FY 2020). Profit margin: 4.4% (down from 4.5% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 4% per year.Upcoming Dividend • Mar 24Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (0.5%).お知らせ • Mar 13Hosiden Corporation to Report Fiscal Year 2021 Results on May 07, 2021Hosiden Corporation announced that they will report fiscal year 2021 results on May 07, 2021Is New 90 Day High Low • Feb 08New 90-day high: €8.70The company is up 24% from its price of €7.00 on 10 November 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.96 per share.Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥58.25 (vs JP¥60.95 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥71.5b (up 8.8% from 3Q 2020). Net income: JP¥3.38b (down 5.1% from 3Q 2020). Profit margin: 4.7% (down from 5.4% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 9% per year.Analyst Estimate Surprise Post Earnings • Feb 07Revenue beats expectationsRevenue exceeded analyst estimates by 2.1%. Over the next year, revenue is expected to shrink by 2.2% compared to a 23% growth forecast for the Electronic industry in Germany.Is New 90 Day High Low • Jan 06New 90-day high: €8.15The company is up 9.0% from its price of €7.45 on 08 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €26.31 per share.お知らせ • Dec 23Hosiden Corporation to Report Q3, 2021 Results on Feb 05, 2021Hosiden Corporation announced that they will report Q3, 2021 results on Feb 05, 2021Is New 90 Day High Low • Dec 22New 90-day high: €7.95The company is up 1.0% from its price of €7.90 on 22 September 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €25.31 per share.Reported Earnings • Nov 15Second quarter 2021 earnings released: EPS JP¥41.16The company reported a soft second quarter result with weaker earnings and profit margins, although revenues were improved. Second quarter 2021 results: Revenue: JP¥67.5b (up 2.1% from 2Q 2020). Net income: JP¥2.41b (down 33% from 2Q 2020). Profit margin: 3.6% (down from 5.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.Analyst Estimate Surprise Post Earnings • Nov 15Revenue misses expectationsRevenue missed analyst estimates by 1.3%. Over the next year, revenue is forecast to stay flat compared to a 25% growth forecast for the Electronic industry in Germany.Is New 90 Day High Low • Nov 11New 90-day low: €7.00The company is down 7.0% from its price of €7.55 on 12 August 2020. The German market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.17 per share.Analyst Estimate Surprise Post Earnings • Nov 08Revenue misses expectationsRevenue missed analyst estimates by 1.3%. Over the next year, revenue is forecast to stay flat compared to a 24% growth forecast for the Electronic industry in Germany.Reported Earnings • Nov 08Second quarter 2021 earnings released: EPS JP¥41.16The company reported a soft second quarter result with weaker earnings and profit margins, although revenues were improved. Second quarter 2021 results: Revenue: JP¥67.5b (up 2.1% from 2Q 2020). Net income: JP¥2.41b (down 33% from 2Q 2020). Profit margin: 3.6% (down from 5.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.お知らせ • Sep 12Hosiden Corporation to Report Q2, 2021 Results on Nov 06, 2020Hosiden Corporation announced that they will report Q2, 2021 results on Nov 06, 2020お知らせ • Jun 28Hosiden Corporation to Report Q1, 2021 Results on Aug 07, 2020Hosiden Corporation announced that they will report Q1, 2021 results on Aug 07, 2020収支内訳Hosiden の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:HOD 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 26448,25016,2069,932031 Dec 25442,83015,7739,968030 Sep 25376,82411,7199,755030 Jun 25306,0357,6819,605031 Mar 25247,57110,0379,575031 Dec 24221,2089,5269,526030 Sep 24210,1748,7439,580030 Jun 24220,51311,6439,747031 Mar 24218,91011,6329,820031 Dec 23248,71812,3689,894030 Sep 23281,4879,0119,814030 Jun 23262,2878,8729,953031 Mar 23277,24412,63710,007031 Dec 22257,90613,9369,938030 Sep 22231,48616,84810,035030 Jun 22227,73717,1059,930031 Mar 22207,60811,9019,999031 Dec 21199,92712,27110,013030 Sep 21212,55212,81310,189030 Jun 21234,34711,44410,256031 Mar 21233,93410,3389,977031 Dec 20235,8198,31010,116030 Sep 20230,0428,4919,965030 Jun 20228,6629,6829,901031 Mar 20211,9129,43310,121031 Dec 19200,10810,16110,090030 Sep 19197,4808,17910,292030 Jun 19205,7648,13610,535031 Mar 19233,43510,70910,802031 Dec 18264,2628,84410,867030 Sep 18294,53011,41511,212030 Jun 18305,06111,81711,292031 Mar 18299,44010,23311,223031 Dec 17290,51510,26611,229030 Sep 17233,52611,45010,824030 Jun 17178,0416,67110,518031 Mar 17150,0822,05310,405031 Dec 16118,311-2,61610,446030 Sep 16119,942-9,57510,639030 Jun 16132,646-12,97510,945031 Mar 16139,949-10,69811,071031 Dec 15152,643-6,84711,334030 Sep 15168,873-3,15211,312030 Jun 15157,0271,93211,3650質の高い収益: HODは 高品質の収益 を持っています。利益率の向上: HODの現在の純利益率 (3.6%)は、昨年(4.1%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: HODの収益は過去 5 年間で年間1.3%減少しました。成長の加速: HODの過去 1 年間の収益成長率 ( 61.5% ) は、5 年間の平均 ( 年間-1.3%を上回っています。収益対業界: HODの過去 1 年間の収益成長率 ( 61.5% ) はElectronic業界-10.1%を上回りました。株主資本利益率高いROE: HODの 自己資本利益率 ( 10.8% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health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2026/05/26 05:42終値2026/05/26 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Hosiden Corporation 2 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。7 アナリスト機関Masashi KubotaBofA Global ResearchYuta FukasawaCitigroup IncTakumi SadoDaiwa Securities Co. Ltd.4 その他のアナリストを表示
お知らせ • May 08+ 1 more updateHosiden Corporation to Report Fiscal Year 2026 Results on May 08, 2026Hosiden Corporation announced that they will report fiscal year 2026 results on May 08, 2026
お知らせ • Dec 09Hosiden Corporation to Report Q3, 2026 Results on Feb 06, 2026Hosiden Corporation announced that they will report Q3, 2026 results on Feb 06, 2026
お知らせ • Sep 06Hosiden Corporation to Report Q2, 2026 Results on Nov 07, 2025Hosiden Corporation announced that they will report Q2, 2026 results on Nov 07, 2025
お知らせ • Jun 27Hosiden Corporation to Report Q1, 2026 Results on Aug 08, 2025Hosiden Corporation announced that they will report Q1, 2026 results on Aug 08, 2025
お知らせ • Apr 01Hosiden Corporation to Report Fiscal Year 2025 Results on May 09, 2025Hosiden Corporation announced that they will report fiscal year 2025 results on May 09, 2025
お知らせ • Dec 10Hosiden Corporation to Report Q3, 2025 Results on Feb 07, 2025Hosiden Corporation announced that they will report Q3, 2025 results on Feb 07, 2025
お知らせ • May 08+ 1 more updateHosiden Corporation to Report Fiscal Year 2026 Results on May 08, 2026Hosiden Corporation announced that they will report fiscal year 2026 results on May 08, 2026
お知らせ • Dec 09Hosiden Corporation to Report Q3, 2026 Results on Feb 06, 2026Hosiden Corporation announced that they will report Q3, 2026 results on Feb 06, 2026
お知らせ • Nov 10Hosiden Corporation (TSE:6804) announces an Equity Buyback for 2,000,000 shares, representing 3.93% for ¥4,200 million.Hosiden Corporation (TSE:6804) announces a share repurchase program. Under the program, the company will repurchase 2,000,000 shares, representing 3.93% of the outstanding shares for ¥4,200 million. The Company will cancel treasury shares for execution of flexible capital policies in response to changes in the management environment as well as enhancing shareholder returns and capital efficiency. The program will run until January 30, 2026. As of October 31, 2025, the company had 50,895,236 shares outstanding (excluding treasury stock) and 9,269,548 shares in treasury.
お知らせ • Sep 06Hosiden Corporation to Report Q2, 2026 Results on Nov 07, 2025Hosiden Corporation announced that they will report Q2, 2026 results on Nov 07, 2025
お知らせ • Jun 27Hosiden Corporation to Report Q1, 2026 Results on Aug 08, 2025Hosiden Corporation announced that they will report Q1, 2026 results on Aug 08, 2025
お知らせ • May 09Hosiden Corporation, Annual General Meeting, Jun 26, 2025Hosiden Corporation, Annual General Meeting, Jun 26, 2025.
お知らせ • Apr 01Hosiden Corporation to Report Fiscal Year 2025 Results on May 09, 2025Hosiden Corporation announced that they will report fiscal year 2025 results on May 09, 2025
お知らせ • Dec 10Hosiden Corporation to Report Q3, 2025 Results on Feb 07, 2025Hosiden Corporation announced that they will report Q3, 2025 results on Feb 07, 2025
お知らせ • Dec 03Hosiden Corporation (TSE:6804) announces an Equity Buyback for 1,500,000 shares, representing 2.88% for ¥3,000 million.Hosiden Corporation (TSE:6804) announces a share repurchase program. Under the program, the company will repurchase 1,500,000 shares, representing 2.88% of the outstanding shares for ¥3,000 million. The purpose of the program is to improve shareholder returns and capital efficiency, as well as to mitigate the short-term impact on the supply and demand of the Company's shares resulting from the issuance of Euro-yen convertible bonds with stock acquisition rights due in 2031 (the "Stock Acquisition Rights Bonds"), and to facilitate smooth fund raising. The program will run until January 31, 2025. As of October 31, 2024, the company had 52,133,331 shares outstanding (excluding treasury stock) and 9,276,753 shares in treasury.
Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥14.60 (vs JP¥70.74 in 2Q 2024)Second quarter 2025 results: EPS: JP¥14.60 (down from JP¥70.74 in 2Q 2024). Revenue: JP¥58.3b (down 15% from 2Q 2024). Net income: JP¥757.0m (down 79% from 2Q 2024). Profit margin: 1.3% (down from 5.3% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Sep 27Hosiden Corporation to Report Q2, 2025 Results on Nov 08, 2024Hosiden Corporation announced that they will report Q2, 2025 results on Nov 08, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (1.7%).
New Risk • Sep 01New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.2% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (3.2% increase in shares outstanding).
Reported Earnings • Aug 12First quarter 2025 earnings released: EPS: JP¥70.98 (vs JP¥69.78 in 1Q 2024)First quarter 2025 results: EPS: JP¥70.98 (up from JP¥69.78 in 1Q 2024). Revenue: JP¥57.9b (up 2.8% from 1Q 2024). Net income: JP¥3.67b (flat on 1Q 2024). Profit margin: 6.3% (down from 6.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
お知らせ • Jul 04Hosiden Corporation to Report Q1, 2025 Results on Aug 09, 2024Hosiden Corporation announced that they will report Q1, 2025 results on Aug 09, 2024
Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥224 (vs JP¥233 in FY 2023)Full year 2024 results: EPS: JP¥224 (down from JP¥233 in FY 2023). Revenue: JP¥218.9b (down 21% from FY 2023). Net income: JP¥11.6b (down 8.0% from FY 2023). Profit margin: 5.3% (up from 4.6% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 12Hosiden Corporation, Annual General Meeting, Jun 26, 2024Hosiden Corporation, Annual General Meeting, Jun 26, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (1.5%).
お知らせ • Mar 02Hosiden Corporation to Report Fiscal Year 2024 Results on May 10, 2024Hosiden Corporation announced that they will report fiscal year 2024 results on May 10, 2024
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥63.55 (vs JP¥1.34 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥63.55 (up from JP¥1.34 loss in 3Q 2023). Revenue: JP¥52.6b (down 38% from 3Q 2023). Net income: JP¥3.29b (up JP¥3.36b from 3Q 2023). Profit margin: 6.3% (up from net loss in 3Q 2023). The move to profitability was driven by lower expenses. Revenue is expected to decline by 6.8% p.a. on average during the next 2 years, while revenues in the Electronic industry in Germany are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 10% per year.
お知らせ • Dec 10Hosiden Corporation to Report Q3, 2024 Results on Feb 09, 2024Hosiden Corporation announced that they will report Q3, 2024 results on Feb 09, 2024
New Risk • Dec 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 18% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Minor Risks 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 (3.2% net profit margin).
Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥70.74 (vs JP¥63.99 in 2Q 2023)Second quarter 2024 results: EPS: JP¥70.74 (up from JP¥63.99 in 2Q 2023). Revenue: JP¥68.6b (up 39% from 2Q 2023). Net income: JP¥3.66b (up 4.0% from 2Q 2023). Profit margin: 5.3% (down from 7.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 2 years compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 28Hosiden Corporation to Report Q2, 2024 Results on Nov 10, 2023Hosiden Corporation announced that they will report Q2, 2024 results on Nov 10, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥24.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.5%).
New Risk • Aug 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.4% Last year net profit margin: 7.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks 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 (3.4% net profit margin).
Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥69.78 (vs JP¥135 in 1Q 2023)First quarter 2024 results: EPS: JP¥69.78 (down from JP¥135 in 1Q 2023). Revenue: JP¥56.3b (down 21% from 1Q 2023). Net income: JP¥3.66b (down 51% from 1Q 2023). Profit margin: 6.5% (down from 10% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 13% per year.
お知らせ • May 17Hosiden Corporation, Annual General Meeting, Jun 29, 2023Hosiden Corporation, Annual General Meeting, Jun 29, 2023.
お知らせ • May 14Hosiden Corporation (TSE:6804) announces an Equity Buyback for 1,600,000 shares, representing 3% for ¥3,000 million.Hosiden Corporation (TSE:6804) announces a share repurchase program. Under the program, the company will repurchase 1,600,000 shares, representing 3% of the outstanding shares for ¥3,000 million. The purpose of the program is to implement a flexible capital policy that responds to changes in the business environment, and to improve shareholder returns and capital efficiency. Repurchased shares will be cancelled. The program will run until July 14, 2023. As of April 30, 2023, the company had 53,278,306 shares outstanding (excluding treasury stock) and 9,731,778 shares in treasury.
Reported Earnings • May 14Full year 2023 earnings released: EPS: JP¥233 (vs JP¥212 in FY 2022)Full year 2023 results: EPS: JP¥233 (up from JP¥212 in FY 2022). Revenue: JP¥277.2b (up 34% from FY 2022). Net income: JP¥12.6b (up 6.2% from FY 2022). Profit margin: 4.6% (down from 5.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 8.1% p.a. on average during the next 2 years, while revenues in the Electronic industry in Germany are expected to grow by 14%. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 19% per year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥44.00 per share at 5.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 5.1%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.0%).
Reported Earnings • Feb 13Third quarter 2023 earnings released: JP¥1.34 loss per share (vs JP¥50.31 profit in 3Q 2022)Third quarter 2023 results: JP¥1.34 loss per share (down from JP¥50.31 profit in 3Q 2022). Revenue: JP¥85.3b (up 45% from 3Q 2022). Net loss: JP¥72.0m (down 102% from profit in 3Q 2022). Revenue is expected to decline by 9.8% p.a. on average during the next 2 years, while revenues in the Electronic industry in Germany are expected to grow by 10.0%. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 16Hosiden Corporation to Report Q3, 2023 Results on Feb 10, 2023Hosiden Corporation announced that they will report Q3, 2023 results on Feb 10, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥63.99 (vs JP¥66.87 in 2Q 2022)Second quarter 2023 results: EPS: JP¥63.99 (down from JP¥66.87 in 2Q 2022). Revenue: JP¥49.4b (up 8.2% from 2Q 2022). Net income: JP¥3.52b (down 6.8% from 2Q 2022). Profit margin: 7.1% (down from 8.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.4% p.a. on average during the next 2 years, while revenues in the Electronic industry in Germany are expected to grow by 11%. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 5 new directors. 2 experienced directors. 2 highly experienced directors. 2 independent directors (4 non-independent directors). President, CEO & Representative Director Kenji Furuhashi is the most experienced director on the board, commencing their role in 1991. Independent Outside Director Susumu Maruno was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥63.99 (vs JP¥66.87 in 2Q 2022)Second quarter 2023 results: EPS: JP¥63.99 (down from JP¥66.87 in 2Q 2022). Revenue: JP¥49.4b (up 8.2% from 2Q 2022). Net income: JP¥3.52b (down 6.8% from 2Q 2022). Profit margin: 7.1% (down from 8.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.4% p.a. on average during the next 2 years, while revenues in the Electronic industry in Germany are expected to grow by 11%. Over the last 3 years on average, earnings per share has increased by 25% 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 • Nov 12Hosiden Corporation (TSE:6804) announces an Equity Buyback for 1,700,000 shares, representing 3.09% for ¥3,000 million.Hosiden Corporation (TSE:6804) announces a share repurchase program. Under the program, the company will repurchase 1,700,000 shares, representing 3.09% of the outstanding shares for ¥3,000 million. The purpose of the program is to implement a flexible capital policy that responds to changes in the business environment, and to improve shareholder returns and capital efficiency. The program will run until December 30, 2022. As of October 31, 2022, the company had 54,978,545 shares outstanding and 9,731,539 shares in treasury.
Buying Opportunity • Oct 01Now 21% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be €12.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to decline by 14% in 2 years. Earnings is forecast to decline by 58% in the next 2 years.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 21% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.2%).
お知らせ • Sep 02Hosiden Corporation to Report Q2, 2023 Results on Nov 11, 2022Hosiden Corporation announced that they will report Q2, 2023 results on Nov 11, 2022
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥135 (vs JP¥39.31 in 1Q 2022)First quarter 2023 results: EPS: JP¥135 (up from JP¥39.31 in 1Q 2022). Revenue: JP¥71.2b (up 39% from 1Q 2022). Net income: JP¥7.42b (up 235% from 1Q 2022). Profit margin: 10% (up from 4.3% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 10% compared to a 21% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to €10.70, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.12 per share.
お知らせ • Jun 25Hosiden Corporation to Report Q1, 2023 Results on Aug 05, 2022Hosiden Corporation announced that they will report Q1, 2023 results on Aug 05, 2022
Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥212 (vs JP¥179 in FY 2021)Full year 2022 results: EPS: JP¥212 (up from JP¥179 in FY 2021). Revenue: JP¥207.6b (down 11% from FY 2021). Net income: JP¥11.9b (up 15% from FY 2021). Profit margin: 5.7% (up from 4.4% in FY 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 8.9%, compared to a 21% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15Hosiden Corporation, Annual General Meeting, Jun 29, 2022Hosiden Corporation, Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 5 new directors. 2 experienced directors. 2 highly experienced directors. 2 independent directors (4 non-independent directors). President, CEO & Representative Director Kenji Furuhashi is the most experienced director on the board, commencing their role in 1991. Independent Outside Director Susumu Maruno was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 08Hosiden Corporation to Report Fiscal Year 2022 Results on May 13, 2022Hosiden Corporation announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 9.2% but the company is not cash flow positive. Trailing yield: 4.7%. Within top quartile of German dividend payers (3.6%). Higher than average of industry peers (0.7%).
お知らせ • Feb 07Hosiden Corporation (TSE:6804) announces an Equity Buyback for 1,500,000 shares, representing 2.66% for ¥2,000 million.Hosiden Corporation (TSE:6804) announces a share repurchase program. Under the program, the company will repurchase 1,500,000 shares, representing 2.66% of the outstanding shares for ¥2,000 million. The purpose of the program is to enable the execution of agile capital policies in response to changes in the business environment. The program will run until March 31, 2022. As of January 31, 2022, the company had 56,455,109 shares outstanding and 8,254,975 shares in treasury.
Reported Earnings • Feb 06Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥50.30 (down from JP¥58.25 in 3Q 2021). Revenue: JP¥58.9b (down 18% from 3Q 2021). Net income: JP¥2.84b (down 16% from 3Q 2021). Profit margin: 4.8% (up from 4.7% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 7.5%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 14% per year.
Reported Earnings • Nov 06Second quarter 2022 earnings released: EPS JP¥66.87 (vs JP¥41.16 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥45.7b (down 32% from 2Q 2021). Net income: JP¥3.78b (up 57% from 2Q 2021). Profit margin: 8.3% (up from 3.6% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 10% per year.
Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improved over the past weekAfter last week's 23% share price gain to €8.90, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 24x in the Electronic industry in Germany. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €15.73 per share.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.7%).
Reported Earnings • Aug 08First quarter 2022 earnings released: EPS JP¥39.31 (vs JP¥19.04 in 1Q 2021)The company reported a solid first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: JP¥51.1b (flat on 1Q 2021). Net income: JP¥2.22b (up 99% from 1Q 2021). Profit margin: 4.3% (up from 2.2% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 1% per year.
Reported Earnings • May 10Full year 2021 earnings released: EPS JP¥179 (vs JP¥161 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: JP¥233.9b (up 10% from FY 2020). Net income: JP¥10.3b (up 9.6% from FY 2020). Profit margin: 4.4% (down from 4.5% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 4% per year.
Upcoming Dividend • Mar 24Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (0.5%).
お知らせ • Mar 13Hosiden Corporation to Report Fiscal Year 2021 Results on May 07, 2021Hosiden Corporation announced that they will report fiscal year 2021 results on May 07, 2021
Is New 90 Day High Low • Feb 08New 90-day high: €8.70The company is up 24% from its price of €7.00 on 10 November 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.96 per share.
Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥58.25 (vs JP¥60.95 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥71.5b (up 8.8% from 3Q 2020). Net income: JP¥3.38b (down 5.1% from 3Q 2020). Profit margin: 4.7% (down from 5.4% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 9% per year.
Analyst Estimate Surprise Post Earnings • Feb 07Revenue beats expectationsRevenue exceeded analyst estimates by 2.1%. Over the next year, revenue is expected to shrink by 2.2% compared to a 23% growth forecast for the Electronic industry in Germany.
Is New 90 Day High Low • Jan 06New 90-day high: €8.15The company is up 9.0% from its price of €7.45 on 08 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €26.31 per share.
お知らせ • Dec 23Hosiden Corporation to Report Q3, 2021 Results on Feb 05, 2021Hosiden Corporation announced that they will report Q3, 2021 results on Feb 05, 2021
Is New 90 Day High Low • Dec 22New 90-day high: €7.95The company is up 1.0% from its price of €7.90 on 22 September 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €25.31 per share.
Reported Earnings • Nov 15Second quarter 2021 earnings released: EPS JP¥41.16The company reported a soft second quarter result with weaker earnings and profit margins, although revenues were improved. Second quarter 2021 results: Revenue: JP¥67.5b (up 2.1% from 2Q 2020). Net income: JP¥2.41b (down 33% from 2Q 2020). Profit margin: 3.6% (down from 5.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.
Analyst Estimate Surprise Post Earnings • Nov 15Revenue misses expectationsRevenue missed analyst estimates by 1.3%. Over the next year, revenue is forecast to stay flat compared to a 25% growth forecast for the Electronic industry in Germany.
Is New 90 Day High Low • Nov 11New 90-day low: €7.00The company is down 7.0% from its price of €7.55 on 12 August 2020. The German market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.17 per share.
Analyst Estimate Surprise Post Earnings • Nov 08Revenue misses expectationsRevenue missed analyst estimates by 1.3%. Over the next year, revenue is forecast to stay flat compared to a 24% growth forecast for the Electronic industry in Germany.
Reported Earnings • Nov 08Second quarter 2021 earnings released: EPS JP¥41.16The company reported a soft second quarter result with weaker earnings and profit margins, although revenues were improved. Second quarter 2021 results: Revenue: JP¥67.5b (up 2.1% from 2Q 2020). Net income: JP¥2.41b (down 33% from 2Q 2020). Profit margin: 3.6% (down from 5.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.
お知らせ • Sep 12Hosiden Corporation to Report Q2, 2021 Results on Nov 06, 2020Hosiden Corporation announced that they will report Q2, 2021 results on Nov 06, 2020
お知らせ • Jun 28Hosiden Corporation to Report Q1, 2021 Results on Aug 07, 2020Hosiden Corporation announced that they will report Q1, 2021 results on Aug 07, 2020