Azbil（YMK）株式概要アズビル株式会社は、オートメーション製品とサービスを世界中に提供しています。 詳細YMK ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長1/6過去の実績2/6財務の健全性6/6配当金4/6報酬株価収益率（ 20.7 x）は、 Electronic業界平均（ 27.7 x）を下回っています。収益は年間5.18%増加すると予測されています リスク分析不安定な配当実績 すべてのリスクチェックを見るYMK Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€7.659.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0360b2016201920222025202620282031Revenue JP¥359.6bEarnings JP¥43.2bAdvancedSet Fair ValueView all narrativesAzbil Corporation 競合他社JenoptikSymbol: XTRA:JENMarket cap: €2.1bBaslerSymbol: XTRA:BSLMarket cap: €745.6mStemmer ImagingSymbol: HMSE:S9IMarket cap: €393.3mFORTEC ElektronikSymbol: XTRA:FEVMarket cap: €34.5m価格と性能株価の高値、安値、推移の概要Azbil過去の株価現在の株価JP¥7.6552週高値JP¥8.7552週安値JP¥6.65ベータ0.411ヶ月の変化-2.55%3ヶ月変化14.18%1年変化-0.65%3年間の変化5.52%5年間の変化-1.92%IPOからの変化227.97%最新ニュースお知らせ • Mar 26Azbil Corporation to Report Fiscal Year 2026 Results on May 13, 2026Azbil Corporation announced that they will report fiscal year 2026 results on May 13, 2026お知らせ • Dec 24Azbil Corporation to Report Q3, 2026 Results on Feb 06, 2026Azbil Corporation announced that they will report Q3, 2026 results on Feb 06, 2026お知らせ • Sep 25Azbil Corporation to Report Q2, 2026 Results on Nov 05, 2025Azbil Corporation announced that they will report Q2, 2026 results on Nov 05, 2025お知らせ • Jun 13Azbil Corporation to Report Q1, 2026 Results on Aug 05, 2025Azbil Corporation announced that they will report Q1, 2026 results on Aug 05, 2025お知らせ • May 14Azbil Corporation (TSE:6845) announces an Equity Buyback for 24,000,000 shares, representing 4.54% for ¥15,000 million.Azbil Corporation (TSE:6845) announces a share repurchase program. Under the program, the company will repurchase up to 24,000,000 shares, representing 4.54% of its issued share capital, for ¥15,000 million. The purpose of the program is to to improve capital efficiency but also to enhance the return of profits to shareholders and develop flexible capital policies responding to changes in the corporate environment. The program is valid till October 29, 2025. As of March 31, 2025, the company had 528,688,860 outstanding shares (excluding treasury stock) and 31,983,876 treasury shares.お知らせ • May 13Azbil Corporation, Annual General Meeting, Jun 25, 2025Azbil Corporation, Annual General Meeting, Jun 25, 2025.最新情報をもっと見るRecent updatesお知らせ • Mar 26Azbil Corporation to Report Fiscal Year 2026 Results on May 13, 2026Azbil Corporation announced that they will report fiscal year 2026 results on May 13, 2026お知らせ • Dec 24Azbil Corporation to Report Q3, 2026 Results on Feb 06, 2026Azbil Corporation announced that they will report Q3, 2026 results on Feb 06, 2026お知らせ • Sep 25Azbil Corporation to Report Q2, 2026 Results on Nov 05, 2025Azbil Corporation announced that they will report Q2, 2026 results on Nov 05, 2025お知らせ • Jun 13Azbil Corporation to Report Q1, 2026 Results on Aug 05, 2025Azbil Corporation announced that they will report Q1, 2026 results on Aug 05, 2025お知らせ • May 14Azbil Corporation (TSE:6845) announces an Equity Buyback for 24,000,000 shares, representing 4.54% for ¥15,000 million.Azbil Corporation (TSE:6845) announces a share repurchase program. Under the program, the company will repurchase up to 24,000,000 shares, representing 4.54% of its issued share capital, for ¥15,000 million. The purpose of the program is to to improve capital efficiency but also to enhance the return of profits to shareholders and develop flexible capital policies responding to changes in the corporate environment. The program is valid till October 29, 2025. As of March 31, 2025, the company had 528,688,860 outstanding shares (excluding treasury stock) and 31,983,876 treasury shares.お知らせ • May 13Azbil Corporation, Annual General Meeting, Jun 25, 2025Azbil Corporation, Annual General Meeting, Jun 25, 2025.お知らせ • Mar 08Azbil Corporation to Report Fiscal Year 2025 Results on May 13, 2025Azbil Corporation announced that they will report fiscal year 2025 results on May 13, 2025Buy Or Sell Opportunity • Nov 11Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to €7.75. The fair value is estimated to be €6.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 4.6% per annum over the same time period.Reported Earnings • Nov 10Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: JP¥73.7b (up 4.3% from 2Q 2024). Net income: JP¥6.06b (down 26% from 2Q 2024). Profit margin: 8.2% (down from 12% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 3 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 28% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Nov 08Azbil Corporation (TSE:6845) announces an Equity Buyback for 24,000,000 shares, representing 4.47% for ¥15,000 million.Azbil Corporation (TSE:6845) announces a share repurchase program. Under the program, the company will repurchase up to 24,000,000 shares, representing 4.47% of its issued share capital, for ¥15,000 million. The purpose of the program is to improve capital efficiency, to enable further return of profits to shareholders and the implementation of a flexible capital policy in response to changes in the corporate environment. The program is valid till March 24, 2025. As of September 30, 2024, the company had 537,436,788 outstanding shares (excluding treasury stock) and 28,595,948 treasury shares.お知らせ • Oct 15Azbil Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Azbil Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company expects Net sales of JPY 300,000 million compared to the previous forecast of JPY 300,000 million, Operating income of JPY 39,000 million compared to the previous forecast of JPY 37,500 million, Net income attributable to owners of parent of JPY 37,000 million compared to the previous forecast of JPY 28,000 million and Net income per share of JPY 70.05 compared to the previous forecast of JPY 53.10. Reasons for the revision to the forecast of consolidated financial results: Regarding the forecast of consolidated financial results for the fiscal year ending March 31, 2025, there is an impact to full-year consolidated net sales and consolidated operating income due to the exclusion of Azbil Telstar from the Company's scope of the consolidation following the transfer of the equity interests in Azbil Telstar. However, owing to the progress of initiatives to improve profitability including cost pass- throughs in each of businesses, in addition to steady progress in the existing building and service fields in the Building Automation business, while keep the forecast for consolidated net sales unchanged. Consequently, net income attributable to owners of parent is also expected to be higher than the previous forecast.お知らせ • Sep 26Azbil Corporation to Report Q2, 2025 Results on Nov 08, 2024Azbil Corporation announced that they will report Q2, 2025 results on Nov 08, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥44.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (1.8%).Board Change • Aug 30High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Hiroshi Yoshida was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 12First quarter 2025 earnings released: EPS: JP¥37.01 (vs JP¥27.81 in 1Q 2024)First quarter 2025 results: EPS: JP¥37.01 (up from JP¥27.81 in 1Q 2024). Revenue: JP¥65.5b (up 7.1% from 1Q 2024). Net income: JP¥4.88b (up 32% from 1Q 2024). Profit margin: 7.4% (up from 6.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 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 20% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Aug 09Azbil Corporation Provides Dividend Guidance for the Second Quarter End and Fiscal Year- End of Year Ending March 31, 2025Azbil Corporation provided dividend guidance for the second quarter and Fiscal year- end of Year ending March 31, 2025. For the second quarter end, company expects dividend of JPY 44.00 per share compared to JPY 36.50 per share a year ago. For the year-end ending March 31, 2025, company expects dividend of JPY 11.00 per share compared to JPY 39.50 per share a year ago. Azbil Corporation ("the Company") has resolved, at the Board of Directors held on May 13, 2024, to implement a 4-for-1 common stock split effective on October 1, 2024. As regards dividend per share for the year ending March 31, 2025 (forecast).New Risk • Aug 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. 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. Share price has been volatile over the past 3 months (7.7% average weekly change).Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €20.80, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Electronic industry in Germany. Total loss to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €26.54 per share.Buy Or Sell Opportunity • Aug 06Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to €20.80. The fair value is estimated to be €26.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 3.4% per annum over the same time period.Declared Dividend • Jul 11Final dividend of JP¥44.00 announcedShareholders will receive a dividend of JP¥44.00. Ex-date: 27th September 2024 Payment date: 9th December 2024 Dividend yield will be 176%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (58% 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 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Jul 05Now 21% overvaluedOver the last 90 days, the stock has fallen 1.6% to €25.20. The fair value is estimated to be €20.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 3.6% per annum over the same time period.お知らせ • Jun 21Azbil Corporation to Report Q1, 2025 Results on Aug 07, 2024Azbil Corporation announced that they will report Q1, 2025 results on Aug 07, 2024Buy Or Sell Opportunity • Jun 12Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at €25.00. The fair value is estimated to be €20.73, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 3.8% per annum over the same time period.お知らせ • Jun 08Syntegon Technology GmbH reached an agreement to acquire AZBIL TELSTAR, S.L.U. from Azbil Corporation (TSE:6845).Syntegon Technology GmbH reached an agreement to acquire AZBIL TELSTAR, S.L.U. from Azbil Corporation (TSE:6845) on June 6, 2024. As part of the agreement, Syntegon will acquire 100% stake in AZBIL TELSTAR. For the period ending December 31, 2023, AZBIL TELSTAR, S.L.U. reported consolidated sales of €125.67 million, consolidated operating income of €6.91 million, consolidated total assets of €90.98 million and consolidated net assets of €19.66 million.Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥228 (vs JP¥168 in FY 2023)Full year 2024 results: EPS: JP¥228 (up from JP¥168 in FY 2023). Revenue: JP¥290.9b (up 4.5% from FY 2023). Net income: JP¥30.2b (up 34% from FY 2023). Profit margin: 10% (up from 8.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.4% p.a. on average during the next 3 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 18% 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 16Azbil Corporation, Annual General Meeting, Jun 25, 2024Azbil Corporation, Annual General Meeting, Jun 25, 2024.Buy Or Sell Opportunity • Apr 05Now 26% overvaluedOver the last 90 days, the stock has fallen 7.6% to €26.80. The fair value is estimated to be €21.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 1.1% per annum. Earnings are forecast to decline by 1.7% per annum over the same time period.お知らせ • Mar 27Azbil Corporation to Report Fiscal Year 2024 Results on May 13, 2024Azbil Corporation announced that they will report fiscal year 2024 results on May 13, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥36.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 30% but the company is paying out more than the cash it is generating. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (1.5%).Buy Or Sell Opportunity • Mar 13Now 20% overvaluedOver the last 90 days, the stock has fallen 14% to €25.00. The fair value is estimated to be €20.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 1.0% per annum. Earnings are forecast to decline by 2.0% per annum over the same time period.Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥54.94 (vs JP¥33.65 in 3Q 2023)Third quarter 2024 results: EPS: JP¥54.94 (up from JP¥33.65 in 3Q 2023). Revenue: JP¥73.5b (up 4.8% from 3Q 2023). Net income: JP¥7.23b (up 61% from 3Q 2023). Profit margin: 9.8% (up from 6.4% in 3Q 2023). Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.New Risk • Feb 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% 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. This is currently the only risk that has been identified for the company.New Risk • Dec 27New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% 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. This is currently the only risk that has been identified for the company.お知らせ • Dec 14Azbil Corporation to Report Q3, 2024 Results on Feb 08, 2024Azbil Corporation announced that they will report Q3, 2024 results on Feb 08, 2024お知らせ • Nov 15+ 1 more updateAzbil Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Azbil Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the period, the company expects net sales of JPY 284,000 million, operating profit of JPY 33,700 million, profit attributable to owners of parent of JPY 27,000 million and basic earnings per share of JPY 205.12.Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥62.24 (vs JP¥29.71 in 2Q 2023)Second quarter 2024 results: EPS: JP¥62.24 (up from JP¥29.71 in 2Q 2023). Revenue: JP¥70.7b (up 8.8% from 2Q 2023). Net income: JP¥8.23b (up 107% from 2Q 2023). Profit margin: 12% (up from 6.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Sep 27Azbil Corporation to Report Q2, 2024 Results on Nov 07, 2023Azbil Corporation announced that they will report Q2, 2024 results on Nov 07, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥36.50 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (1.5%).Board Change • Aug 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Shigeaki Yoshikawa was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 11+ 1 more updateAzbil Corporation Provides Dividend Guidance for the Second Quarter End and Fiscal Year- End of Year Ending March 31, 2024Azbil Corporation provided dividend guidance for the second quarter and Fiscal year- end of Year ending March 31, 2024. For the second quarter end, company expects dividend of JPY 36.50 per share compared to JPY 32.50 per share a year ago.For the year-end ending March 31, 2024, company expects dividend of JPY 36.50 per share compared to JPY 33.50 per share a year ago.Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥27.81 (vs JP¥15.19 in 1Q 2023)First quarter 2024 results: EPS: JP¥27.81 (up from JP¥15.19 in 1Q 2023). Revenue: JP¥61.2b (up 9.2% from 1Q 2023). Net income: JP¥3.71b (up 79% from 1Q 2023). Profit margin: 6.1% (up from 3.7% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 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 5% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Jun 26Azbil Corporation to Report Q1, 2024 Results on Aug 08, 2023Azbil Corporation announced that they will report Q1, 2024 results on Aug 08, 2023Reported Earnings • May 18Full year 2023 earnings released: EPS: JP¥168 (vs JP¥151 in FY 2022)Full year 2023 results: EPS: JP¥168 (up from JP¥151 in FY 2022). Revenue: JP¥278.4b (up 8.5% from FY 2022). Net income: JP¥22.6b (up 8.7% from FY 2022). Profit margin: 8.1% (in line with FY 2022). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €29.00, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Electronic industry in Germany. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.89 per share.お知らせ • May 14Azbil Corporation (TSE:6845) announces an Equity Buyback for 4,000,000 shares, representing 2.93% for ¥10,000 million.Azbil Corporation (TSE:6845) announces a share repurchase program. Under the program, the company will repurchase up to 4,000,000 shares, representing 2.93% of its issued share capital (excluding treasury stock), for a total purchase price of ¥10,000 million. The purpose of the program is to enable the execution of a flexible capital policy that responds to changes in the corporate environment. Repurchased shares will be cancelled. The program will be valid till September 22, 2023. As of March 31, 2023, the company had 136,552,663 issued shares (excluding treasury stock) and 7,148,221 treasury shares.お知らせ • May 13+ 2 more updatesAzbil Corporation Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Year Ending March 31, 2024Azbil Corporation provided consolidated earnings guidance for the First half and Full year of fiscal year ending March 31, 2024. For the first half, company expects Net sales of JPY 129,300 million, Operating income of JPY 9,700 million, Net income attributable to owners of parent of JPY 7,600 million and Net income per share of JPY 56.88.For the Full year, company expects Net sales of JPY 282,000 million, Operating income of JPY 32,000 million, Net income attributable to owners of parent of JPY 23,800 million and Net income per share of JPY 178.13.Upcoming Dividend • Mar 23Upcoming dividend of JP¥32.50 per share at 1.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.0%).Reported Earnings • Feb 09Third quarter 2023 earnings released: EPS: JP¥33.65 (vs JP¥36.82 in 3Q 2022)Third quarter 2023 results: EPS: JP¥33.65 (down from JP¥36.82 in 3Q 2022). Revenue: JP¥70.1b (up 9.6% from 3Q 2022). Net income: JP¥4.49b (down 11% from 3Q 2022). Profit margin: 6.4% (down from 7.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.お知らせ • Feb 03Azbil Corporation Launches New Sapphire Capacitance Diaphragm Gauges with Mems Processing Technology to Enhance Resistance to DepositionAzbil Corporation announced the availability as of January 25 of its model V8 sapphire capacitance diaphragm gauges, which employ MEMS processing technology to enhance resistance to deposition on the sensor. As part of the continuing evolution of semiconductor manufacturing, the front-end film deposition and etching processes now use a wider variety of gases. Depending on the process gas used, film deposits may form on the sensor diaphragm of the vacuum gauge used in these processes, resulting in a shift of its zero point. Such a shift causes operators of film deposition and etching equipment to adjust the vacuum gauge more frequently, interfering with manufacturing plans. Azbil has in the past developed products to deal with this problem, which continues to occur with the use of new gases. In seeking a better solution, Azbil has thoroughly redesigned its current sapphire capacitance diaphragm gauge and released the model V8, which has a sensor with a new structure, flow path, etc. MEMS technology is used to make the sensor chip’s surface uneven, helping to break up film deposited on the sensor diaphragm. Stress is now better balanced (also in models with an improved version of the flat sensor used in existing gauges), making the diaphragm surface less likely to flex. As a result, the amount of zero point shift in the model V8 due to film deposits has been dramatically reduced to one-tenth that of the existing model SPG. The model V8S features a control unit that is separated from the gauge head, allowing use in temperatures as high as 250 °C. Such high-temperature environments are often found in atomic layer deposition (ALD) equipment due to changes in the process gas. Features: Higher resistance to deposition on the sensor, With MEMS technology, the amount of zero point shift due to film deposits formed on the sensor has been reduced to one-tenth that of the model SPG. Resistance to temperatures as high as 250 °C. The model V8S (separated model) for high temperatures was added to the lineup in response to changes in the process gases. Compact size with smaller footprint. By arranging components more efficiently inside the product, its volume has been reduced by 40% compared to the model SPG.お知らせ • Dec 21Azbil Corporation to Report Q3, 2023 Results on Feb 07, 2023Azbil Corporation announced that they will report Q3, 2023 results on Feb 07, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥29.71 (vs JP¥35.53 in 2Q 2022)Second quarter 2023 results: EPS: JP¥29.71 (down from JP¥35.53 in 2Q 2022). Revenue: JP¥64.9b (up 4.9% from 2Q 2022). Net income: JP¥3.98b (down 19% from 2Q 2022). Profit margin: 6.1% (down from 7.9% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 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 3% per year whereas the company’s share price has increased by 2% per year.お知らせ • Nov 15+ 1 more updateAzbil Corporation Announces Dividend Guidance for Second Quarter of Fiscal Year Ending March 31, 2023, Payable on December 9, 2022; Provides Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2023Azbil Corporation announced dividend guidance for second quarter of fiscal year ending March 31, 2023 of JPY 32.50, compared to JPY 30 paid an year ago. Scheduled date to commence dividend payments is December 9, 2022.For the full year the company expects to pay the dividend of JPY 32.50 per share against JPY 30.00 a year ago.Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥29.71 (vs JP¥35.53 in 2Q 2022)Second quarter 2023 results: EPS: JP¥29.71 (down from JP¥35.53 in 2Q 2022). Revenue: JP¥64.9b (up 4.9% from 2Q 2022). Net income: JP¥3.98b (down 19% from 2Q 2022). Profit margin: 6.1% (down from 7.9% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 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 3% per year whereas the company’s share price has fallen by 1% per year.お知らせ • Nov 08Azbil Launches High-Precision Single Loop Controller with High-Speed Response - Reduces Burden on Personnel, from Installation to Maintenance -Azbil Corporation has started sales of the model C1A single loop controller, which features high accuracy and fast response and reduces the burden on personnel, from installation through to maintenance. Despite its compact 48x48mm front panel size, the C1A achieves a high accuracy of ±0.1% of the reading (for thermocouple or Pt100 RTD) and high-speed response with a sampling cycle of 25ms, and it is equipped with various labor-saving functions for manufacturing sites. Single loop controllers compare signals from sensors with set values, execute PID control*1 according to the deviation amount, and output control signals to actuators for keeping the control targets (temperature, pressure, flow rate, etc.) at correct levels. Controllers are essential devices for efficient operation at factories and plants. Azbil provides single loop controllers with a variety of functions that are required for applications in the factory automation market. As typified by semiconductor manufacturing facilities, compact and high-performance equipment is needed for maximizing productivity in limited factory space. For devices like single loop controllers, which are built into other equipment, demand is growing for smaller size and higher performance. Additionally, it is important while equipment is running to reduce downtime by maintaining a constant understanding of the state of processes to prevent problems. Also, to cope with problems like a decrease in skilled workers and labor shortages, the manufacturing industry has turned to more intuitive and simpler methods of PID adjustment rather than methods that rely on experienced workers. Despite its compact size, the C1A achieves high accuracy and high-speed response. Its multi-status indicator allows onsite personnel to grasp the controlled process status at a glance. Also, communication with a programmable logic controller (PLC) can be set up easily without the need for special programs. This makes it easy to create a system for remote process monitoring, for example, using a host system, touch panels, and other external devices. A major application of controllers is controlling temperature using electric heaters, which are known to deteriorate and have a limited service life. An effective method of diagnosing deterioration is to monitor the resistance of the heater. The C1A calculates the voltage, current, and resistance of the heater using voltage transformer (VT) and current transformer (CT) inputs. These values can be monitored on the C1A’s front panel or be used to output alarms if the preset threshold is exceeded. By monitoring the resistance and the controlled temperature, the condition of a heater can be easily understood and unexpected heater burnout can be prevented. Additionally, the C1A’s Smart Loader Package includes a PID simulator based on proprietary Azbil simulation technology as a standard feature. The PID simulator uses operating data to create mathematical models that reproduce characteristics of the object of control, allowing users to simulate PID control on the PC and reduce adjustment time.お知らせ • Sep 23Azbil Corporation to Report Q2, 2023 Results on Nov 08, 2022Azbil Corporation announced that they will report Q2, 2023 results on Nov 08, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥32.50 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.2%).お知らせ • Aug 11+ 1 more updateAzbil Corporation Provides Dividend Guidance for Second Quarter and Full Year of Fiscal Year Ending March 31, 2022Azbil Corporation provides dividend guidance for second quarter and full year of fiscal year ending March 31, 2022. For the second quarter the company expects to pay the dividend of JPY 32.50 per share against JPY 30.00 a year ago. For the full year the company expects to pay the dividend of JPY 32.50 per share against JPY 30.00 a year ago.Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥15.19 (vs JP¥14.57 in 1Q 2022)First quarter 2023 results: EPS: JP¥15.19 (up from JP¥14.57 in 1Q 2022). Revenue: JP¥56.1b (up 4.8% from 1Q 2022). Net income: JP¥2.07b (up 2.1% from 1Q 2022). Profit margin: 3.7% (down from 3.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.2%, compared to a 21% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 24Azbil Corporation to Report Q1, 2023 Results on Aug 04, 2022Azbil Corporation announced that they will report Q1, 2023 results on Aug 04, 2022お知らせ • May 21+ 2 more updatesAzbil Corporation Provides Consolidated Earnings Guidance for First Half and Full Year of Fiscal Ending March 31, 2023Azbil Corporation provided consolidated earnings guidance for first half and full year ending March 2022. For the first half, the company expected net sales of JPY 120,900 million, operating profit of JPY 8,400 million, profit attributable to owners of parent of JPY 5,700 million, Basic earnings per share of JPY 41.52 per basic share. For the first half, the company expected net sales of JPY 275,000 million, operating profit of JPY 29,800 million, profit attributable to owners of parent of JPY 21,500 million, Basic earnings per share of JPY 156.60 per basic share.Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥151 (vs JP¥143 in FY 2021)Full year 2022 results: EPS: JP¥151 (up from JP¥143 in FY 2021). Revenue: JP¥256.6b (up 3.9% from FY 2021). Net income: JP¥20.8b (up 4.3% from FY 2021). Profit margin: 8.1% (in line with FY 2021). Over the next year, revenue is forecast to grow 6.2%, compared to a 21% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 15Azbil Corporation, Annual General Meeting, Jun 23, 2022Azbil Corporation, Annual General Meeting, Jun 23, 2022.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Outside Director Ka Tse Hung Anne 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 • Mar 31Azbil Corporation to Report Fiscal Year 2022 Results on May 13, 2022Azbil Corporation announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (0.7%).お知らせ • Feb 10Azbil Corporation Provides Dividend Guidance for the Year Ending March 31, 2022Azbil Corporation provided dividend guidance for the year ending March 31, 2022. For the period, the company expects a dividend of ¥30.00 per share against ¥30.00 per share paid a year ago.お知らせ • Feb 09Azbil Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022Azbil Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2022. For the period, the company expects net sales of ¥262,000 million; Operating income of ¥29,300 million; Net income attributable to owners of parents of ¥21,000 million or ¥152.97 per share.Reported Earnings • Feb 04Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥36.82 (down from JP¥40.12 in 3Q 2021). Revenue: JP¥63.9b (up 1.8% from 3Q 2021). Net income: JP¥5.05b (down 9.7% from 3Q 2021). Profit margin: 7.9% (down from 8.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.6%. 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 4% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Nov 03Second quarter 2022 earnings released: EPS JP¥35.53 (vs JP¥28.53 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥61.9b (up 4.1% from 2Q 2021). Net income: JP¥4.89b (up 23% from 2Q 2021). Profit margin: 7.9% (up from 6.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 08 December 2021. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.7%).Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 17% share price gain to €40.40, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 22x in the Electronic industry in Germany. Total returns to shareholders of 133% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.92 per share.Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥14.57 (vs JP¥15.18 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥53.5b (up 2.9% from 1Q 2021). Net income: JP¥2.03b (down 4.2% from 1Q 2021). Profit margin: 3.8% (down from 4.1% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 21+ 2 more updatesAzbil Corporation Provides Dividend Guidance for the Fiscal Year-End of Year Ending March 31, 2022Azbil Corporation provided dividend guidance of JPY 30.00 per share for the Fiscal year-end of Year ending March 31, 2022.Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥143 (vs JP¥141 in FY 2020)The company reported a mediocre full year result with weaker revenues, although earnings were flat and profit margins improved. Full year 2021 results: Revenue: JP¥246.8b (down 4.9% from FY 2020). Net income: JP¥19.9b (flat on FY 2020). Profit margin: 8.1% (up from 7.6% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% 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 • May 15Azbil Corporation (TSE:6845) announces an Equity Buyback for 3,000,000 shares, representing 2.12% for ¥10,000 million.Azbil Corporation (TSE:6845) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 2.12% of its issued share capital (excluding treasury stock), for a total purchase price of ¥10,000 million. The purpose of the program is to improve capital efficiency, reflect the status and outlook of business performance, and enable the return of profits to shareholders and the flexible implementation of capital policies in response to changes in the corporate environment. The program will be valid till September 30, 2021. As of March 31, 2021, the company had 141,477,495 issued shares (excluding treasury stock) and 3,723,389 treasury shares.Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (0.5%).Is New 90 Day High Low • Feb 25New 90-day low: €36.00The company is down 10.0% from its price of €39.80 on 27 November 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.47 per share.Reported Earnings • Feb 06Third quarter 2021 earnings released: EPS JP¥40.12 (vs JP¥36.36 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¥62.8b (down 2.4% from 3Q 2020). Net income: JP¥5.60b (up 10% from 3Q 2020). Profit margin: 8.9% (up from 7.9% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 06Revenue misses expectationsRevenue missed analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 3.6%, compared to a 23% growth forecast for the Electronic industry in Germany.お知らせ • Jan 13Azbil Corporation Launches Early Warning System Software GloballyAzbil Corporation has announced the global launch of the English and Chinese versions of its Early Warning System for Time Series Data (hereafter, “Early Warning System”) in markets including Southeast Asia, China and Korea. The Early Warning System, launched in Japan in 2013, is a software package that constantly monitors changes in time series data trends for important process variables like temperature, pressure, flow rate, and liquid level in order to alert operators to potential deviation from control values at an early stage. Compared with alarm monitoring by a distributed control system (DCS), the Early Warning System’s predictive alarms have the advantage of early recognition, before control values are reached or safety devices operate. In an emergency when something goes wrong with equipment and many DCS alarms activate, missed alarms or other human error may occur, leading to accidents. The Early Warning System, however, is independent of the DCS and complements ordinary alarms with predictive ones. For example, showing trends on a large display separately from the DCS monitor can promote an early and appropriate response by operators. In this way, the system works in combination with existing monitoring and control systems like the DCS to provide greater effectiveness. In Japan, the system is used mainly by oil and chemical companies, which are highly conscious of plant safety and security and are willing to utilize IoT technology, but recently it has also been used at water supply facilities to monitor distribution reservoirs, water quality, and drainage facilities, in order to ensure a stable supply of tap water. Also, the system’s use has expanded to include maintaining the quality of medical and pharmaceutical products as required by regulations. For example, it detects abnormal temperature fluctuations early to suppress deviations from control values. In response to the growing need for data-based solutions at overseas manufacturing sites, Azbil is launching English and Chinese versions of the software. Features: Utilizing prediction, the Early Warning System detects changes in trends before they reach the control value (before a problem occurs) and issues an alarm, leaving more time for operators to respond. In addition to issuing predictive alarms, the system calculates the estimated time until the control value is reached, and provides information for judging how to take an appropriate response; Enhances operator awareness since it is sometimes possible to predict recurrence of deterioration or sudden fluctuation after an alarm returns; Can take over the task of constantly monitoring critical measurements, leading to better monitoring of the entire manufacturing site and reducing human workload; By using a general-purpose communication protocol (OPC-DA1), connection is possible to any system or vendor’s DCS, PLC, or PIMS2; and Unnecessary to install new sensors, and engineering work can be done by the user.Is New 90 Day High Low • Jan 05New 90-day high: €46.40The company is up 43% from its price of €32.40 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the 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 €18.98 per share.お知らせ • Dec 24Azbil Corporation to Report Q3, 2021 Results on Feb 04, 2021Azbil Corporation announced that they will report Q3, 2021 results on Feb 04, 2021Is New 90 Day High Low • Dec 09New 90-day high: €40.40The company is up 53% from its price of €26.40 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.22 per share.Analyst Estimate Surprise Post Earnings • Nov 14Revenue misses expectationsRevenue missed analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 2.2%, compared to a 25% growth forecast for the Electronic industry in Germany.Analyst Estimate Surprise Post Earnings • Nov 12Revenue misses expectationsRevenue missed analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 2.2%, compared to a 26% growth forecast for the Electronic industry in Germany.Is New 90 Day High Low • Nov 10New 90-day high: €37.20The company is up 33% from its price of €28.00 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed 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 €16.84 per share.Reported Earnings • Nov 07Second quarter 2021 earnings released: EPS JP¥28.53The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥59.4b (down 7.6% from 2Q 2020). Net income: JP¥3.98b (down 11% from 2Q 2020). Profit margin: 6.7% (down from 7.0% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Sep 28New 90-day high: €31.80The company is up 20% from its price of €26.40 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.74 per share.お知らせ • Sep 25Azbil Corporation to Report Q2, 2021 Results on Nov 05, 2020Azbil Corporation announced that they will report Q2, 2021 results on Nov 05, 2020株主還元YMKDE ElectronicDE 市場7D0.7%14.9%-0.02%1Y-0.6%80.7%0.1%株主還元を見る業界別リターン: YMK過去 1 年間で80.7 % の収益を上げたGerman Electronic業界を下回りました。リターン対市場: YMKは、過去 1 年間で0.1 % のリターンをもたらしたGermanマーケットと一致しました。価格変動Is YMK's price volatile compared to industry and market?YMK volatilityYMK Average Weekly Movement4.3%Electronic Industry Average Movement8.4%Market Average Movement6.0%10% most volatile stocks in DE Market13.0%10% least volatile stocks in DE Market2.7%安定した株価: YMK 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: YMKの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19068,922Kiyohiro Yamamotowww.azbil.comアズビルはオートメーション製品とサービスを世界中に提供している。3つのセグメントで事業を展開：ビルディングオートメーション事業、アドバンスオートメーション事業、ライフオートメーション事業。ビルディング・オートメーション事業では、商業ビルや生産施設に自動暖房換気空調制御システムやセキュリティ・システム（製品、エンジニアリング、関連サービスを含む）を供給している。このセグメントは、オフィスビル、研究所、工場、データセンター、官公庁、ホテル、ショッピングセンター、病院、学校、空港などにサービスを提供している。アドバンスオートメーション事業部門は、オートメーション制御システム、スイッチおよびセンサー、エンジニアリングおよびメンテナンスサービスを産業プラントおよび工場に供給している。当セグメントは、石油化学・化学、石油精製、電力・ガス、鉄鋼、廃棄物処理、上下水道、パルプ・製紙、船舶などの分野や、食品、自動車、電気・電子、半導体、製造装置などの顧客にサービスを提供している。ライフオートメーション事業」は、ライフライン用計器、住宅用セントラル空調システム、ライフサイエンス研究用計器の供給、製薬・医療分野向け製造装置・環境機器の製造・販売および関連サービスの提供を行っています。ガス会社、地方自治体、製薬メーカー、ハウスメーカーなどを顧客としている。旧社名は株式会社山武で、2012年4月にアズビル株式会社に社名変更した。アズビルは1906年に設立され、東京に本社を置いている。もっと見るAzbil Corporation 基礎のまとめAzbil の収益と売上を時価総額と比較するとどうか。YMK 基礎統計学時価総額€3.91b収益（TTM）€188.68m売上高(TTM)€1.57b20.7xPER（株価収益率2.5xP/SレシオYMK は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計YMK 損益計算書（TTM）収益JP¥290.53b売上原価JP¥155.87b売上総利益JP¥134.65bその他の費用JP¥99.72b収益JP¥34.94b直近の収益報告Dec 31, 2025次回決算日May 13, 2026一株当たり利益（EPS）68.81グロス・マージン46.35%純利益率12.03%有利子負債／自己資本比率4.3%YMK の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.8%現在の配当利回り38%配当性向YMK 配当は確実ですか？YMK 配当履歴とベンチマークを見るYMK 、いつまでに購入すれば配当金を受け取れますか？Azbil 配当日配当落ち日Mar 30 2026配当支払日Jun 26 2026配当落ちまでの日数43 days配当支払日までの日数45 daysYMK 配当は確実ですか？YMK 配当履歴とベンチマークを見るView Valuation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2026/05/11 01:30終値2026/05/11 00:00収益2025/12/31年間収益2025/03/31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Azbil Corporation 6 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。17 アナリスト機関Masashi KubotaBofA Global ResearchJunji OkawaDaiwa Securities Co. Ltd.Kazuya NishimuraDaiwa Securities Co. Ltd.14 その他のアナリストを表示
お知らせ • Mar 26Azbil Corporation to Report Fiscal Year 2026 Results on May 13, 2026Azbil Corporation announced that they will report fiscal year 2026 results on May 13, 2026
お知らせ • Dec 24Azbil Corporation to Report Q3, 2026 Results on Feb 06, 2026Azbil Corporation announced that they will report Q3, 2026 results on Feb 06, 2026
お知らせ • Sep 25Azbil Corporation to Report Q2, 2026 Results on Nov 05, 2025Azbil Corporation announced that they will report Q2, 2026 results on Nov 05, 2025
お知らせ • Jun 13Azbil Corporation to Report Q1, 2026 Results on Aug 05, 2025Azbil Corporation announced that they will report Q1, 2026 results on Aug 05, 2025
お知らせ • May 14Azbil Corporation (TSE:6845) announces an Equity Buyback for 24,000,000 shares, representing 4.54% for ¥15,000 million.Azbil Corporation (TSE:6845) announces a share repurchase program. Under the program, the company will repurchase up to 24,000,000 shares, representing 4.54% of its issued share capital, for ¥15,000 million. The purpose of the program is to to improve capital efficiency but also to enhance the return of profits to shareholders and develop flexible capital policies responding to changes in the corporate environment. The program is valid till October 29, 2025. As of March 31, 2025, the company had 528,688,860 outstanding shares (excluding treasury stock) and 31,983,876 treasury shares.
お知らせ • May 13Azbil Corporation, Annual General Meeting, Jun 25, 2025Azbil Corporation, Annual General Meeting, Jun 25, 2025.
お知らせ • Mar 26Azbil Corporation to Report Fiscal Year 2026 Results on May 13, 2026Azbil Corporation announced that they will report fiscal year 2026 results on May 13, 2026
お知らせ • Dec 24Azbil Corporation to Report Q3, 2026 Results on Feb 06, 2026Azbil Corporation announced that they will report Q3, 2026 results on Feb 06, 2026
お知らせ • Sep 25Azbil Corporation to Report Q2, 2026 Results on Nov 05, 2025Azbil Corporation announced that they will report Q2, 2026 results on Nov 05, 2025
お知らせ • Jun 13Azbil Corporation to Report Q1, 2026 Results on Aug 05, 2025Azbil Corporation announced that they will report Q1, 2026 results on Aug 05, 2025
お知らせ • May 14Azbil Corporation (TSE:6845) announces an Equity Buyback for 24,000,000 shares, representing 4.54% for ¥15,000 million.Azbil Corporation (TSE:6845) announces a share repurchase program. Under the program, the company will repurchase up to 24,000,000 shares, representing 4.54% of its issued share capital, for ¥15,000 million. The purpose of the program is to to improve capital efficiency but also to enhance the return of profits to shareholders and develop flexible capital policies responding to changes in the corporate environment. The program is valid till October 29, 2025. As of March 31, 2025, the company had 528,688,860 outstanding shares (excluding treasury stock) and 31,983,876 treasury shares.
お知らせ • May 13Azbil Corporation, Annual General Meeting, Jun 25, 2025Azbil Corporation, Annual General Meeting, Jun 25, 2025.
お知らせ • Mar 08Azbil Corporation to Report Fiscal Year 2025 Results on May 13, 2025Azbil Corporation announced that they will report fiscal year 2025 results on May 13, 2025
Buy Or Sell Opportunity • Nov 11Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to €7.75. The fair value is estimated to be €6.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 4.6% per annum over the same time period.
Reported Earnings • Nov 10Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: JP¥73.7b (up 4.3% from 2Q 2024). Net income: JP¥6.06b (down 26% from 2Q 2024). Profit margin: 8.2% (down from 12% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 3 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 28% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Nov 08Azbil Corporation (TSE:6845) announces an Equity Buyback for 24,000,000 shares, representing 4.47% for ¥15,000 million.Azbil Corporation (TSE:6845) announces a share repurchase program. Under the program, the company will repurchase up to 24,000,000 shares, representing 4.47% of its issued share capital, for ¥15,000 million. The purpose of the program is to improve capital efficiency, to enable further return of profits to shareholders and the implementation of a flexible capital policy in response to changes in the corporate environment. The program is valid till March 24, 2025. As of September 30, 2024, the company had 537,436,788 outstanding shares (excluding treasury stock) and 28,595,948 treasury shares.
お知らせ • Oct 15Azbil Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Azbil Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company expects Net sales of JPY 300,000 million compared to the previous forecast of JPY 300,000 million, Operating income of JPY 39,000 million compared to the previous forecast of JPY 37,500 million, Net income attributable to owners of parent of JPY 37,000 million compared to the previous forecast of JPY 28,000 million and Net income per share of JPY 70.05 compared to the previous forecast of JPY 53.10. Reasons for the revision to the forecast of consolidated financial results: Regarding the forecast of consolidated financial results for the fiscal year ending March 31, 2025, there is an impact to full-year consolidated net sales and consolidated operating income due to the exclusion of Azbil Telstar from the Company's scope of the consolidation following the transfer of the equity interests in Azbil Telstar. However, owing to the progress of initiatives to improve profitability including cost pass- throughs in each of businesses, in addition to steady progress in the existing building and service fields in the Building Automation business, while keep the forecast for consolidated net sales unchanged. Consequently, net income attributable to owners of parent is also expected to be higher than the previous forecast.
お知らせ • Sep 26Azbil Corporation to Report Q2, 2025 Results on Nov 08, 2024Azbil Corporation announced that they will report Q2, 2025 results on Nov 08, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥44.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (1.8%).
Board Change • Aug 30High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Hiroshi Yoshida was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 12First quarter 2025 earnings released: EPS: JP¥37.01 (vs JP¥27.81 in 1Q 2024)First quarter 2025 results: EPS: JP¥37.01 (up from JP¥27.81 in 1Q 2024). Revenue: JP¥65.5b (up 7.1% from 1Q 2024). Net income: JP¥4.88b (up 32% from 1Q 2024). Profit margin: 7.4% (up from 6.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 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 20% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Aug 09Azbil Corporation Provides Dividend Guidance for the Second Quarter End and Fiscal Year- End of Year Ending March 31, 2025Azbil Corporation provided dividend guidance for the second quarter and Fiscal year- end of Year ending March 31, 2025. For the second quarter end, company expects dividend of JPY 44.00 per share compared to JPY 36.50 per share a year ago. For the year-end ending March 31, 2025, company expects dividend of JPY 11.00 per share compared to JPY 39.50 per share a year ago. Azbil Corporation ("the Company") has resolved, at the Board of Directors held on May 13, 2024, to implement a 4-for-1 common stock split effective on October 1, 2024. As regards dividend per share for the year ending March 31, 2025 (forecast).
New Risk • Aug 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. 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. Share price has been volatile over the past 3 months (7.7% average weekly change).
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €20.80, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Electronic industry in Germany. Total loss to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €26.54 per share.
Buy Or Sell Opportunity • Aug 06Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to €20.80. The fair value is estimated to be €26.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 3.4% per annum over the same time period.
Declared Dividend • Jul 11Final dividend of JP¥44.00 announcedShareholders will receive a dividend of JP¥44.00. Ex-date: 27th September 2024 Payment date: 9th December 2024 Dividend yield will be 176%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (58% 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 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Jul 05Now 21% overvaluedOver the last 90 days, the stock has fallen 1.6% to €25.20. The fair value is estimated to be €20.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 3.6% per annum over the same time period.
お知らせ • Jun 21Azbil Corporation to Report Q1, 2025 Results on Aug 07, 2024Azbil Corporation announced that they will report Q1, 2025 results on Aug 07, 2024
Buy Or Sell Opportunity • Jun 12Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at €25.00. The fair value is estimated to be €20.73, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 3.8% per annum over the same time period.
お知らせ • Jun 08Syntegon Technology GmbH reached an agreement to acquire AZBIL TELSTAR, S.L.U. from Azbil Corporation (TSE:6845).Syntegon Technology GmbH reached an agreement to acquire AZBIL TELSTAR, S.L.U. from Azbil Corporation (TSE:6845) on June 6, 2024. As part of the agreement, Syntegon will acquire 100% stake in AZBIL TELSTAR. For the period ending December 31, 2023, AZBIL TELSTAR, S.L.U. reported consolidated sales of €125.67 million, consolidated operating income of €6.91 million, consolidated total assets of €90.98 million and consolidated net assets of €19.66 million.
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥228 (vs JP¥168 in FY 2023)Full year 2024 results: EPS: JP¥228 (up from JP¥168 in FY 2023). Revenue: JP¥290.9b (up 4.5% from FY 2023). Net income: JP¥30.2b (up 34% from FY 2023). Profit margin: 10% (up from 8.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.4% p.a. on average during the next 3 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 18% 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 16Azbil Corporation, Annual General Meeting, Jun 25, 2024Azbil Corporation, Annual General Meeting, Jun 25, 2024.
Buy Or Sell Opportunity • Apr 05Now 26% overvaluedOver the last 90 days, the stock has fallen 7.6% to €26.80. The fair value is estimated to be €21.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 1.1% per annum. Earnings are forecast to decline by 1.7% per annum over the same time period.
お知らせ • Mar 27Azbil Corporation to Report Fiscal Year 2024 Results on May 13, 2024Azbil Corporation announced that they will report fiscal year 2024 results on May 13, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥36.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 30% but the company is paying out more than the cash it is generating. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (1.5%).
Buy Or Sell Opportunity • Mar 13Now 20% overvaluedOver the last 90 days, the stock has fallen 14% to €25.00. The fair value is estimated to be €20.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 1.0% per annum. Earnings are forecast to decline by 2.0% per annum over the same time period.
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥54.94 (vs JP¥33.65 in 3Q 2023)Third quarter 2024 results: EPS: JP¥54.94 (up from JP¥33.65 in 3Q 2023). Revenue: JP¥73.5b (up 4.8% from 3Q 2023). Net income: JP¥7.23b (up 61% from 3Q 2023). Profit margin: 9.8% (up from 6.4% in 3Q 2023). Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
New Risk • Feb 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% 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. This is currently the only risk that has been identified for the company.
New Risk • Dec 27New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% 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. This is currently the only risk that has been identified for the company.
お知らせ • Dec 14Azbil Corporation to Report Q3, 2024 Results on Feb 08, 2024Azbil Corporation announced that they will report Q3, 2024 results on Feb 08, 2024
お知らせ • Nov 15+ 1 more updateAzbil Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Azbil Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the period, the company expects net sales of JPY 284,000 million, operating profit of JPY 33,700 million, profit attributable to owners of parent of JPY 27,000 million and basic earnings per share of JPY 205.12.
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥62.24 (vs JP¥29.71 in 2Q 2023)Second quarter 2024 results: EPS: JP¥62.24 (up from JP¥29.71 in 2Q 2023). Revenue: JP¥70.7b (up 8.8% from 2Q 2023). Net income: JP¥8.23b (up 107% from 2Q 2023). Profit margin: 12% (up from 6.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Sep 27Azbil Corporation to Report Q2, 2024 Results on Nov 07, 2023Azbil Corporation announced that they will report Q2, 2024 results on Nov 07, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥36.50 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (1.5%).
Board Change • Aug 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Shigeaki Yoshikawa was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 11+ 1 more updateAzbil Corporation Provides Dividend Guidance for the Second Quarter End and Fiscal Year- End of Year Ending March 31, 2024Azbil Corporation provided dividend guidance for the second quarter and Fiscal year- end of Year ending March 31, 2024. For the second quarter end, company expects dividend of JPY 36.50 per share compared to JPY 32.50 per share a year ago.For the year-end ending March 31, 2024, company expects dividend of JPY 36.50 per share compared to JPY 33.50 per share a year ago.
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥27.81 (vs JP¥15.19 in 1Q 2023)First quarter 2024 results: EPS: JP¥27.81 (up from JP¥15.19 in 1Q 2023). Revenue: JP¥61.2b (up 9.2% from 1Q 2023). Net income: JP¥3.71b (up 79% from 1Q 2023). Profit margin: 6.1% (up from 3.7% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 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 5% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Jun 26Azbil Corporation to Report Q1, 2024 Results on Aug 08, 2023Azbil Corporation announced that they will report Q1, 2024 results on Aug 08, 2023
Reported Earnings • May 18Full year 2023 earnings released: EPS: JP¥168 (vs JP¥151 in FY 2022)Full year 2023 results: EPS: JP¥168 (up from JP¥151 in FY 2022). Revenue: JP¥278.4b (up 8.5% from FY 2022). Net income: JP¥22.6b (up 8.7% from FY 2022). Profit margin: 8.1% (in line with FY 2022). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €29.00, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Electronic industry in Germany. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.89 per share.
お知らせ • May 14Azbil Corporation (TSE:6845) announces an Equity Buyback for 4,000,000 shares, representing 2.93% for ¥10,000 million.Azbil Corporation (TSE:6845) announces a share repurchase program. Under the program, the company will repurchase up to 4,000,000 shares, representing 2.93% of its issued share capital (excluding treasury stock), for a total purchase price of ¥10,000 million. The purpose of the program is to enable the execution of a flexible capital policy that responds to changes in the corporate environment. Repurchased shares will be cancelled. The program will be valid till September 22, 2023. As of March 31, 2023, the company had 136,552,663 issued shares (excluding treasury stock) and 7,148,221 treasury shares.
お知らせ • May 13+ 2 more updatesAzbil Corporation Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Year Ending March 31, 2024Azbil Corporation provided consolidated earnings guidance for the First half and Full year of fiscal year ending March 31, 2024. For the first half, company expects Net sales of JPY 129,300 million, Operating income of JPY 9,700 million, Net income attributable to owners of parent of JPY 7,600 million and Net income per share of JPY 56.88.For the Full year, company expects Net sales of JPY 282,000 million, Operating income of JPY 32,000 million, Net income attributable to owners of parent of JPY 23,800 million and Net income per share of JPY 178.13.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥32.50 per share at 1.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.0%).
Reported Earnings • Feb 09Third quarter 2023 earnings released: EPS: JP¥33.65 (vs JP¥36.82 in 3Q 2022)Third quarter 2023 results: EPS: JP¥33.65 (down from JP¥36.82 in 3Q 2022). Revenue: JP¥70.1b (up 9.6% from 3Q 2022). Net income: JP¥4.49b (down 11% from 3Q 2022). Profit margin: 6.4% (down from 7.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.
お知らせ • Feb 03Azbil Corporation Launches New Sapphire Capacitance Diaphragm Gauges with Mems Processing Technology to Enhance Resistance to DepositionAzbil Corporation announced the availability as of January 25 of its model V8 sapphire capacitance diaphragm gauges, which employ MEMS processing technology to enhance resistance to deposition on the sensor. As part of the continuing evolution of semiconductor manufacturing, the front-end film deposition and etching processes now use a wider variety of gases. Depending on the process gas used, film deposits may form on the sensor diaphragm of the vacuum gauge used in these processes, resulting in a shift of its zero point. Such a shift causes operators of film deposition and etching equipment to adjust the vacuum gauge more frequently, interfering with manufacturing plans. Azbil has in the past developed products to deal with this problem, which continues to occur with the use of new gases. In seeking a better solution, Azbil has thoroughly redesigned its current sapphire capacitance diaphragm gauge and released the model V8, which has a sensor with a new structure, flow path, etc. MEMS technology is used to make the sensor chip’s surface uneven, helping to break up film deposited on the sensor diaphragm. Stress is now better balanced (also in models with an improved version of the flat sensor used in existing gauges), making the diaphragm surface less likely to flex. As a result, the amount of zero point shift in the model V8 due to film deposits has been dramatically reduced to one-tenth that of the existing model SPG. The model V8S features a control unit that is separated from the gauge head, allowing use in temperatures as high as 250 °C. Such high-temperature environments are often found in atomic layer deposition (ALD) equipment due to changes in the process gas. Features: Higher resistance to deposition on the sensor, With MEMS technology, the amount of zero point shift due to film deposits formed on the sensor has been reduced to one-tenth that of the model SPG. Resistance to temperatures as high as 250 °C. The model V8S (separated model) for high temperatures was added to the lineup in response to changes in the process gases. Compact size with smaller footprint. By arranging components more efficiently inside the product, its volume has been reduced by 40% compared to the model SPG.
お知らせ • Dec 21Azbil Corporation to Report Q3, 2023 Results on Feb 07, 2023Azbil Corporation announced that they will report Q3, 2023 results on Feb 07, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥29.71 (vs JP¥35.53 in 2Q 2022)Second quarter 2023 results: EPS: JP¥29.71 (down from JP¥35.53 in 2Q 2022). Revenue: JP¥64.9b (up 4.9% from 2Q 2022). Net income: JP¥3.98b (down 19% from 2Q 2022). Profit margin: 6.1% (down from 7.9% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 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 3% per year whereas the company’s share price has increased by 2% per year.
お知らせ • Nov 15+ 1 more updateAzbil Corporation Announces Dividend Guidance for Second Quarter of Fiscal Year Ending March 31, 2023, Payable on December 9, 2022; Provides Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2023Azbil Corporation announced dividend guidance for second quarter of fiscal year ending March 31, 2023 of JPY 32.50, compared to JPY 30 paid an year ago. Scheduled date to commence dividend payments is December 9, 2022.For the full year the company expects to pay the dividend of JPY 32.50 per share against JPY 30.00 a year ago.
Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥29.71 (vs JP¥35.53 in 2Q 2022)Second quarter 2023 results: EPS: JP¥29.71 (down from JP¥35.53 in 2Q 2022). Revenue: JP¥64.9b (up 4.9% from 2Q 2022). Net income: JP¥3.98b (down 19% from 2Q 2022). Profit margin: 6.1% (down from 7.9% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 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 3% per year whereas the company’s share price has fallen by 1% per year.
お知らせ • Nov 08Azbil Launches High-Precision Single Loop Controller with High-Speed Response - Reduces Burden on Personnel, from Installation to Maintenance -Azbil Corporation has started sales of the model C1A single loop controller, which features high accuracy and fast response and reduces the burden on personnel, from installation through to maintenance. Despite its compact 48x48mm front panel size, the C1A achieves a high accuracy of ±0.1% of the reading (for thermocouple or Pt100 RTD) and high-speed response with a sampling cycle of 25ms, and it is equipped with various labor-saving functions for manufacturing sites. Single loop controllers compare signals from sensors with set values, execute PID control*1 according to the deviation amount, and output control signals to actuators for keeping the control targets (temperature, pressure, flow rate, etc.) at correct levels. Controllers are essential devices for efficient operation at factories and plants. Azbil provides single loop controllers with a variety of functions that are required for applications in the factory automation market. As typified by semiconductor manufacturing facilities, compact and high-performance equipment is needed for maximizing productivity in limited factory space. For devices like single loop controllers, which are built into other equipment, demand is growing for smaller size and higher performance. Additionally, it is important while equipment is running to reduce downtime by maintaining a constant understanding of the state of processes to prevent problems. Also, to cope with problems like a decrease in skilled workers and labor shortages, the manufacturing industry has turned to more intuitive and simpler methods of PID adjustment rather than methods that rely on experienced workers. Despite its compact size, the C1A achieves high accuracy and high-speed response. Its multi-status indicator allows onsite personnel to grasp the controlled process status at a glance. Also, communication with a programmable logic controller (PLC) can be set up easily without the need for special programs. This makes it easy to create a system for remote process monitoring, for example, using a host system, touch panels, and other external devices. A major application of controllers is controlling temperature using electric heaters, which are known to deteriorate and have a limited service life. An effective method of diagnosing deterioration is to monitor the resistance of the heater. The C1A calculates the voltage, current, and resistance of the heater using voltage transformer (VT) and current transformer (CT) inputs. These values can be monitored on the C1A’s front panel or be used to output alarms if the preset threshold is exceeded. By monitoring the resistance and the controlled temperature, the condition of a heater can be easily understood and unexpected heater burnout can be prevented. Additionally, the C1A’s Smart Loader Package includes a PID simulator based on proprietary Azbil simulation technology as a standard feature. The PID simulator uses operating data to create mathematical models that reproduce characteristics of the object of control, allowing users to simulate PID control on the PC and reduce adjustment time.
お知らせ • Sep 23Azbil Corporation to Report Q2, 2023 Results on Nov 08, 2022Azbil Corporation announced that they will report Q2, 2023 results on Nov 08, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥32.50 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.2%).
お知らせ • Aug 11+ 1 more updateAzbil Corporation Provides Dividend Guidance for Second Quarter and Full Year of Fiscal Year Ending March 31, 2022Azbil Corporation provides dividend guidance for second quarter and full year of fiscal year ending March 31, 2022. For the second quarter the company expects to pay the dividend of JPY 32.50 per share against JPY 30.00 a year ago. For the full year the company expects to pay the dividend of JPY 32.50 per share against JPY 30.00 a year ago.
Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥15.19 (vs JP¥14.57 in 1Q 2022)First quarter 2023 results: EPS: JP¥15.19 (up from JP¥14.57 in 1Q 2022). Revenue: JP¥56.1b (up 4.8% from 1Q 2022). Net income: JP¥2.07b (up 2.1% from 1Q 2022). Profit margin: 3.7% (down from 3.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.2%, compared to a 21% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 24Azbil Corporation to Report Q1, 2023 Results on Aug 04, 2022Azbil Corporation announced that they will report Q1, 2023 results on Aug 04, 2022
お知らせ • May 21+ 2 more updatesAzbil Corporation Provides Consolidated Earnings Guidance for First Half and Full Year of Fiscal Ending March 31, 2023Azbil Corporation provided consolidated earnings guidance for first half and full year ending March 2022. For the first half, the company expected net sales of JPY 120,900 million, operating profit of JPY 8,400 million, profit attributable to owners of parent of JPY 5,700 million, Basic earnings per share of JPY 41.52 per basic share. For the first half, the company expected net sales of JPY 275,000 million, operating profit of JPY 29,800 million, profit attributable to owners of parent of JPY 21,500 million, Basic earnings per share of JPY 156.60 per basic share.
Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥151 (vs JP¥143 in FY 2021)Full year 2022 results: EPS: JP¥151 (up from JP¥143 in FY 2021). Revenue: JP¥256.6b (up 3.9% from FY 2021). Net income: JP¥20.8b (up 4.3% from FY 2021). Profit margin: 8.1% (in line with FY 2021). Over the next year, revenue is forecast to grow 6.2%, compared to a 21% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 15Azbil Corporation, Annual General Meeting, Jun 23, 2022Azbil Corporation, Annual General Meeting, Jun 23, 2022.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Outside Director Ka Tse Hung Anne 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 • Mar 31Azbil Corporation to Report Fiscal Year 2022 Results on May 13, 2022Azbil Corporation announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (0.7%).
お知らせ • Feb 10Azbil Corporation Provides Dividend Guidance for the Year Ending March 31, 2022Azbil Corporation provided dividend guidance for the year ending March 31, 2022. For the period, the company expects a dividend of ¥30.00 per share against ¥30.00 per share paid a year ago.
お知らせ • Feb 09Azbil Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022Azbil Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2022. For the period, the company expects net sales of ¥262,000 million; Operating income of ¥29,300 million; Net income attributable to owners of parents of ¥21,000 million or ¥152.97 per share.
Reported Earnings • Feb 04Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥36.82 (down from JP¥40.12 in 3Q 2021). Revenue: JP¥63.9b (up 1.8% from 3Q 2021). Net income: JP¥5.05b (down 9.7% from 3Q 2021). Profit margin: 7.9% (down from 8.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.6%. 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 4% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Nov 03Second quarter 2022 earnings released: EPS JP¥35.53 (vs JP¥28.53 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥61.9b (up 4.1% from 2Q 2021). Net income: JP¥4.89b (up 23% from 2Q 2021). Profit margin: 7.9% (up from 6.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 08 December 2021. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.7%).
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 17% share price gain to €40.40, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 22x in the Electronic industry in Germany. Total returns to shareholders of 133% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.92 per share.
Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥14.57 (vs JP¥15.18 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥53.5b (up 2.9% from 1Q 2021). Net income: JP¥2.03b (down 4.2% from 1Q 2021). Profit margin: 3.8% (down from 4.1% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 21+ 2 more updatesAzbil Corporation Provides Dividend Guidance for the Fiscal Year-End of Year Ending March 31, 2022Azbil Corporation provided dividend guidance of JPY 30.00 per share for the Fiscal year-end of Year ending March 31, 2022.
Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥143 (vs JP¥141 in FY 2020)The company reported a mediocre full year result with weaker revenues, although earnings were flat and profit margins improved. Full year 2021 results: Revenue: JP¥246.8b (down 4.9% from FY 2020). Net income: JP¥19.9b (flat on FY 2020). Profit margin: 8.1% (up from 7.6% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% 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 • May 15Azbil Corporation (TSE:6845) announces an Equity Buyback for 3,000,000 shares, representing 2.12% for ¥10,000 million.Azbil Corporation (TSE:6845) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 2.12% of its issued share capital (excluding treasury stock), for a total purchase price of ¥10,000 million. The purpose of the program is to improve capital efficiency, reflect the status and outlook of business performance, and enable the return of profits to shareholders and the flexible implementation of capital policies in response to changes in the corporate environment. The program will be valid till September 30, 2021. As of March 31, 2021, the company had 141,477,495 issued shares (excluding treasury stock) and 3,723,389 treasury shares.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (0.5%).
Is New 90 Day High Low • Feb 25New 90-day low: €36.00The company is down 10.0% from its price of €39.80 on 27 November 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.47 per share.
Reported Earnings • Feb 06Third quarter 2021 earnings released: EPS JP¥40.12 (vs JP¥36.36 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¥62.8b (down 2.4% from 3Q 2020). Net income: JP¥5.60b (up 10% from 3Q 2020). Profit margin: 8.9% (up from 7.9% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 06Revenue misses expectationsRevenue missed analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 3.6%, compared to a 23% growth forecast for the Electronic industry in Germany.
お知らせ • Jan 13Azbil Corporation Launches Early Warning System Software GloballyAzbil Corporation has announced the global launch of the English and Chinese versions of its Early Warning System for Time Series Data (hereafter, “Early Warning System”) in markets including Southeast Asia, China and Korea. The Early Warning System, launched in Japan in 2013, is a software package that constantly monitors changes in time series data trends for important process variables like temperature, pressure, flow rate, and liquid level in order to alert operators to potential deviation from control values at an early stage. Compared with alarm monitoring by a distributed control system (DCS), the Early Warning System’s predictive alarms have the advantage of early recognition, before control values are reached or safety devices operate. In an emergency when something goes wrong with equipment and many DCS alarms activate, missed alarms or other human error may occur, leading to accidents. The Early Warning System, however, is independent of the DCS and complements ordinary alarms with predictive ones. For example, showing trends on a large display separately from the DCS monitor can promote an early and appropriate response by operators. In this way, the system works in combination with existing monitoring and control systems like the DCS to provide greater effectiveness. In Japan, the system is used mainly by oil and chemical companies, which are highly conscious of plant safety and security and are willing to utilize IoT technology, but recently it has also been used at water supply facilities to monitor distribution reservoirs, water quality, and drainage facilities, in order to ensure a stable supply of tap water. Also, the system’s use has expanded to include maintaining the quality of medical and pharmaceutical products as required by regulations. For example, it detects abnormal temperature fluctuations early to suppress deviations from control values. In response to the growing need for data-based solutions at overseas manufacturing sites, Azbil is launching English and Chinese versions of the software. Features: Utilizing prediction, the Early Warning System detects changes in trends before they reach the control value (before a problem occurs) and issues an alarm, leaving more time for operators to respond. In addition to issuing predictive alarms, the system calculates the estimated time until the control value is reached, and provides information for judging how to take an appropriate response; Enhances operator awareness since it is sometimes possible to predict recurrence of deterioration or sudden fluctuation after an alarm returns; Can take over the task of constantly monitoring critical measurements, leading to better monitoring of the entire manufacturing site and reducing human workload; By using a general-purpose communication protocol (OPC-DA1), connection is possible to any system or vendor’s DCS, PLC, or PIMS2; and Unnecessary to install new sensors, and engineering work can be done by the user.
Is New 90 Day High Low • Jan 05New 90-day high: €46.40The company is up 43% from its price of €32.40 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the 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 €18.98 per share.
お知らせ • Dec 24Azbil Corporation to Report Q3, 2021 Results on Feb 04, 2021Azbil Corporation announced that they will report Q3, 2021 results on Feb 04, 2021
Is New 90 Day High Low • Dec 09New 90-day high: €40.40The company is up 53% from its price of €26.40 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.22 per share.
Analyst Estimate Surprise Post Earnings • Nov 14Revenue misses expectationsRevenue missed analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 2.2%, compared to a 25% growth forecast for the Electronic industry in Germany.
Analyst Estimate Surprise Post Earnings • Nov 12Revenue misses expectationsRevenue missed analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 2.2%, compared to a 26% growth forecast for the Electronic industry in Germany.
Is New 90 Day High Low • Nov 10New 90-day high: €37.20The company is up 33% from its price of €28.00 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed 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 €16.84 per share.
Reported Earnings • Nov 07Second quarter 2021 earnings released: EPS JP¥28.53The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥59.4b (down 7.6% from 2Q 2020). Net income: JP¥3.98b (down 11% from 2Q 2020). Profit margin: 6.7% (down from 7.0% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Sep 28New 90-day high: €31.80The company is up 20% from its price of €26.40 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.74 per share.
お知らせ • Sep 25Azbil Corporation to Report Q2, 2021 Results on Nov 05, 2020Azbil Corporation announced that they will report Q2, 2021 results on Nov 05, 2020
