Johnson Matthey 将来の成長
Future 基準チェック /36
Johnson Mattheyの収益は年間48.5%で減少すると予測されていますが、年間利益は年間37.9%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に13.9% 37.4%なると予測されています。
主要情報
37.9%
収益成長率
37.43%
EPS成長率
| Chemicals 収益成長 | 34.7% |
| 収益成長率 | -48.5% |
| 将来の株主資本利益率 | 13.86% |
| アナリストカバレッジ | Good |
| 最終更新日 | 21 Sep 2026 |
今後の成長に関する最新情報
Recent updates
ナラティブ更新 • Sep 17
JMAT: Execution On Cormetech Integration Will Drive Future Upside Potential
The analyst fair value estimate for Johnson Matthey has moved from £25.80 to £34.40, with analysts pointing to the shift from deal risk to execution focus after the Cormetech acquisition, and a mix of Buy and Hold ratings supporting the revised price targets near £23.30 to £24.50. Analyst Commentary on Johnson Matthey Recent commentary on Johnson Matthey focuses on how the Cormetech acquisition changes the story from deal risk to day-to-day execution.
ナラティブ更新 • Sep 03
JMAT: Future Returns Will Hinge On Post Acquisition Execution And Capital Returns
The updated analyst price target for Johnson Matthey has moved from £20.00 to about £22.47. Analysts attribute the change to the company’s shift in focus to execution following the Cormetech acquisition and to the mix of recent Buy and Hold ratings.
ナラティブ更新 • Aug 17
JMAT: Future Returns Will Hinge On Cormetech Execution And Fairly Balanced Expectations
Analysts have lifted their fair value estimate for Johnson Matthey from £22.10 to about £23.87, reflecting updated assumptions after the Cormetech acquisition and recent price target increases to £23.30 and £24.00. These changes put more focus on execution than on deal risk or macro sentiment.ナラティブ更新 • Jun 30
JMAT: Future Returns Will Balance Higher Price Views And Cautious Capital Returns
Analysts have lifted the fair value estimate for Johnson Matthey stock from £19.00 to £20.00, reflecting higher price targets such as the recent move to £24.00 and updated assumptions around discount rates, profit margins and future P/E levels. What’s in the News for Johnson Matthey No recent Johnson Matthey news items were available from the provided sources.ナラティブ更新 • Jun 16
JMAT: Lower Discount Rate And Higher P/E Assumptions Will Support Future Upside
Analysts have lifted their fair value estimate for Johnson Matthey shares from £24.20 to £25.80, citing recent price target revisions around £2,400. These revisions reflect updated expectations for discount rates, projected revenue trends, profit margins and future P/E assumptions.分析記事 • Jun 16
Why Johnson Matthey Plc (LON:JMAT) Could Be Worth Watching
Johnson Matthey Plc ( LON:JMAT ), is not the largest company out there, but it saw a decent share price growth of 17...ナラティブ更新 • Jun 02
JMAT: Future Returns Will Reflect Mixed Execution Risks And Reset Expectations
Analysts have nudged their fair value estimate for Johnson Matthey higher to £22.10 from £21.13, reflecting recent price target adjustments including a raised £2,400 target from Deutsche Bank and a trimmed target from Berenberg. Analyst Commentary Recent research updates show a mixed but engaged view on Johnson Matthey, with bullish analysts lifting targets while more cautious voices trim theirs.ナラティブ更新 • May 15
JMAT: Future Returns Will Reflect Reset Expectations And Large £1b Shareholder Cash Return
Johnson Matthey’s analyst price targets have been reduced by up to £550 per share to around £2,000 to £2,250, as analysts reflect a more balanced risk and reward profile and adjust assumptions on discount rates and future P/E multiples. Analyst Commentary Recent research updates on Johnson Matthey cluster around price targets in the £2,000 to £2,250 range, with several firms revising their assumptions and one major bank changing its stance on the stock.ナラティブ更新 • Apr 30
JMAT: Future Returns Will Stay Measured As Reset Expectations Meet Large Cash Return
Analysts have lowered Johnson Matthey price targets to a range of £2,000 to £2,250, reflecting slightly softer margin assumptions and a modestly higher future P/E, while still seeing balanced risk and reward at current levels. Analyst Commentary Recent research points to a tighter valuation range for Johnson Matthey, with price targets now clustered between £2,000 and £2,250 and a mix of rating changes that highlight both upside potential and execution risks.ナラティブ更新 • Apr 16
JMAT: Future Returns Will Stay Measured As Payouts Offset Rating Resets
Analysts have trimmed the Johnson Matthey fair value estimate from £22.42 to £21.13, reflecting a series of recent price target cuts and rating changes that suggest a more balanced risk and reward profile for the shares. Analyst Commentary Recent Street research on Johnson Matthey shows a cluster of price target cuts and a key rating downgrade, pointing to a more mixed setup where upside potential is more closely balanced against execution and valuation risks.ナラティブ更新 • Apr 02
JMAT: Future Returns Will Reflect Cautious Ratings And Large Capital Return Plan
Analysts have trimmed their Johnson Matthey price targets, with recent adjustments such as Berenberg moving to £22.50 from £25.50 and Deutsche Bank to £21.20 from £24.00. These changes reflect reassessments of growth and margin assumptions, alongside a shift to Neutral ratings at some firms around the £20.00 level.ナラティブ更新 • Mar 19
JMAT: Future Returns Will Balance Cautious Outlook With Higher Margin Expectations
Johnson Matthey's analyst fair value estimate has been raised from £13.95 to £19.00, even as price targets across the Street have been reset lower into a tighter £2,000 to £2,250 range. This reflects analysts' view that improved margin assumptions and a slightly lower future P/E balance a more cautious revenue outlook.ナラティブ更新 • Mar 04
JMAT: Firmer Margins And Balanced Risk Profile Will Support Future Upside
The updated analyst price target for Johnson Matthey edges lower to around £21.20 to £22.50 per share, from previous levels closer to £22.50 to £25.50, as analysts factor in softer revenue expectations, a higher discount rate and adjusted P/E assumptions, partly offset by a firmer profit margin view. Analyst Commentary Recent street research shows a mixed but generally constructive stance on Johnson Matthey, with several bullish analysts reaffirming supportive views on the share price even as they adjust their models.ナラティブ更新 • Feb 18
JMAT: Future Outlook Will Stay Measured As New Leadership Supports Neutral Repricing
Analysts have lifted their fair value estimate for Johnson Matthey from £21.03 to £22.42, citing updated assumptions around profit margins and future P/E multiples, alongside recent Street research that raised the price target to £24.00. Analyst Commentary Bullish Takeaways Bullish analysts see the £24.00 price target as consistent with the updated fair value range, suggesting the market is willing to recognise higher earnings power if profit margins align with current assumptions.ナラティブ更新 • Feb 04
JMAT: Leaner Leadership And Stable Margins Will Support A Balanced Outlook
Analysts have lifted their price target for Johnson Matthey to £24.00, reflecting updated views on discount rates, expected revenue growth, profit margins and future P/E assumptions, which are now broadly in line with recent Street research. Analyst Commentary Recent research points to a more constructive stance on Johnson Matthey, with bullish analysts aligning their £24.00 target with a 2,400 GBp level highlighted in Street work.分析記事 • Jan 27
We Think Johnson Matthey (LON:JMAT) Can Stay On Top Of Its Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...ナラティブ更新 • Jan 21
JMAT: Leaner Leadership And Higher Margins Will Support An Undervalued Outlook
Analysts have nudged their fair value estimate for Johnson Matthey slightly higher to £25.70 from £25.50, citing updated views on discount rates, revenue trends, profit margins and future P/E assumptions. What's in the News Johnson Matthey plans to appoint Alastair Judge as Chief Financial Officer from 1 January 2026, with current CFO Richard Pike moving to Chief Operating Officer while remaining an Executive Director.ナラティブ更新 • Jan 06
JMAT: Higher Profit Outlook And Leaner Leadership Will Shape Fairly Valued Shares
Johnson Matthey’s analyst price targets have moved higher to £21.00, supported by updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that align with recent target increases from £18.00 and £19.50 to £21.00 at major banks. Analyst Commentary Recent research points to a more constructive stance on Johnson Matthey, with bullish analysts aligning around a £21.00 fair value view.ナラティブ更新 • Dec 23
JMAT: Future Outlook Will Remain Measured As Profit Initiatives Support Neutral Market Repricing
The analyst price target for Johnson Matthey has been lifted modestly, by about £0.10 per share, as analysts cite improved fair value estimates supported by slightly lower discount rates and marginally stronger long term profit expectations. Analyst Commentary Recent research updates highlight a converging view around a fair value range near 2,100 GBp, with analysts modestly more constructive on the company’s earnings resilience and capital allocation, while still flagging execution risks and macro uncertainty.分析記事 • Dec 14
Is Johnson Matthey Plc (LON:JMAT) Trading At A 37% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Johnson Matthey fair value estimate is UK£32.31 Johnson...ナラティブ更新 • Dec 09
JMAT: Fair Value Outlook Will Remain Measured As Profitability Initiatives Strengthen Margins
Analysts have nudged their price target for Johnson Matthey higher to £21.00 from £19.50, reflecting increased confidence in improving profitability even as revenue growth expectations edge slightly lower. Analyst Commentary Recent research updates point to a cautiously constructive stance on Johnson Matthey, with modestly higher price targets reflecting improving confidence in execution and earnings resilience.ナラティブ更新 • Nov 25
JMAT: Fair Value Outlook Will Remain Measured Amid Improving Margins And Earnings
Analysts have recently raised their price targets for Johnson Matthey, increasing the fair value estimate from £20.29 to £21.05. They cite improved profit margins and updated outlooks reflected in recent research commentary.分析記事 • Nov 14
What Is Johnson Matthey Plc's (LON:JMAT) Share Price Doing?
While Johnson Matthey Plc ( LON:JMAT ) might not have the largest market cap around , it received a lot of attention...ナラティブ更新 • Nov 07
JMAT: Cautious Optimism Will Persist After Price Target Increases
Johnson Matthey's analyst price target has been revised upward to £21.00. This reflects a consensus among analysts who cite improved market outlook despite maintaining a cautious stance on the shares.ナラティブ更新 • Oct 24
Resilient Margins Will Face Headwinds Despite Improved Market Confidence This Year
Analysts have raised their price target for Johnson Matthey from £19.54 to £20.29. This change reflects improved revenue trends and slightly lower discount rates.分析記事 • Oct 12
Johnson Matthey Plc's (LON:JMAT) Earnings Are Not Doing Enough For Some Investors
When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 17x, you may...ナラティブ更新 • Oct 10
Transformation Efforts Boost Margins, But Market Challenges Threaten Clean Air And Hydrogen Technologies
Johnson Matthey’s analyst price target was raised from £19.09 to £19.54, as analysts cited modest improvements in profit margin expectations and adjusted future earnings estimates. Analyst Commentary Bullish Takeaways Bullish analysts have noted an upward revision in the price target, reflecting improved confidence in Johnson Matthey’s valuation prospects.分析記事 • Sep 24
Here's Why Johnson Matthey (LON:JMAT) Has Caught The Eye Of Investors
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Aug 12
Are Investors Undervaluing Johnson Matthey Plc (LON:JMAT) By 42%?
Key Insights The projected fair value for Johnson Matthey is UK£30.37 based on 2 Stage Free Cash Flow to Equity Current...分析記事 • Jul 28
Should You Investigate Johnson Matthey Plc (LON:JMAT) At UK£18.38?
While Johnson Matthey Plc ( LON:JMAT ) might not have the largest market cap around , it led the LSE gainers with a...分析記事 • Jun 29
Does Johnson Matthey (LON:JMAT) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jun 13
Johnson Matthey Plc's (LON:JMAT) Shares Bounce 27% But Its Business Still Trails The Market
The Johnson Matthey Plc ( LON:JMAT ) share price has done very well over the last month, posting an excellent gain of...分析記事 • May 25
Johnson Matthey (LON:JMAT) Has Affirmed Its Dividend Of £0.55
The board of Johnson Matthey Plc ( LON:JMAT ) has announced that it will pay a dividend of £0.55 per share on the 5th...分析記事 • Mar 31
Is There An Opportunity With Johnson Matthey Plc's (LON:JMAT) 50% Undervaluation?
Key Insights The projected fair value for Johnson Matthey is UK£27.21 based on 2 Stage Free Cash Flow to Equity Johnson...分析記事 • Mar 13
Is Now An Opportune Moment To Examine Johnson Matthey Plc (LON:JMAT)?
Johnson Matthey Plc ( LON:JMAT ), is not the largest company out there, but it saw a decent share price growth of 11...分析記事 • Feb 21
Johnson Matthey Plc's (LON:JMAT) Shares Lagging The Market But So Is The Business
With a price-to-earnings (or "P/E") ratio of 4.6x Johnson Matthey Plc ( LON:JMAT ) may be sending very bullish signals...
新しいナラティブ • Dec 27
Transformation Efforts Boost Margins, But Market Challenges Threaten Clean Air And Hydrogen Technologies
Transformation and cost-reduction efforts are set to improve net margins and boost overall earnings.分析記事 • Nov 29
Why Johnson Matthey Plc (LON:JMAT) Could Be Worth Watching
Johnson Matthey Plc ( LON:JMAT ), might not be a large cap stock, but it saw significant share price movement during...分析記事 • Nov 08
Getting In Cheap On Johnson Matthey Plc (LON:JMAT) Might Be Difficult
When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...分析記事 • Oct 15
Estimating The Intrinsic Value Of Johnson Matthey Plc (LON:JMAT)
Key Insights Johnson Matthey's estimated fair value is UK£16.48 based on 2 Stage Free Cash Flow to Equity Johnson...分析記事 • Aug 05
Johnson Matthey Plc's (LON:JMAT) Popularity With Investors Is Clear
When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 3/31/2029 | 2,703 | 268 | 358 | 528 | 5 |
| 3/31/2028 | 2,681 | 257 | 346 | 533 | 6 |
| 3/31/2027 | 2,644 | 334 | 255 | 477 | 6 |
| 3/31/2026 | 12,573 | -91 | 226 | 465 | N/A |
| 12/31/2025 | 11,820 | -122 | 248 | 515 | N/A |
| 9/30/2025 | 11,718 | -91 | 197 | 564 | N/A |
| 6/30/2025 | 11,696 | 141 | 103 | 473 | N/A |
| 3/31/2025 | 11,022 | 310 | 80 | 381 | N/A |
| 12/31/2024 | 11,322 | 402 | 35 | 358 | N/A |
| 9/30/2024 | 11,621 | 493 | -11 | 334 | N/A |
| 6/30/2024 | 12,232 | 301 | 107 | 463 | N/A |
| 3/31/2024 | 12,843 | 108 | 224 | 592 | N/A |
| 12/31/2023 | 13,490 | 143 | 135 | 487 | N/A |
| 9/30/2023 | 14,136 | 177 | 45 | 382 | N/A |
| 6/30/2023 | 14,535 | 221 | 10 | 337 | N/A |
| 3/31/2023 | 14,933 | 264 | -25 | 291 | N/A |
| 12/31/2022 | 14,892 | 277 | -46 | 315 | N/A |
| 9/30/2022 | 14,850 | 290 | -68 | 338 | N/A |
| 6/30/2022 | 15,438 | 203 | 42 | 472 | N/A |
| 3/31/2022 | 16,025 | 116 | 152 | 605 | N/A |
| 9/30/2021 | 16,959 | 146 | 309 | 699 | N/A |
| 6/30/2021 | 16,197 | 170 | 349 | 734 | N/A |
| 3/31/2021 | 15,435 | 194 | 388 | 769 | N/A |
| 12/31/2020 | 15,206 | 154 | 597 | 1,004 | N/A |
| 9/30/2020 | 14,738 | 103 | 805 | 1,239 | N/A |
| 6/30/2020 | 14,658 | 179 | 480 | 919 | N/A |
| 3/31/2020 | 14,577 | 255 | 155 | 598 | N/A |
| 12/31/2019 | 13,587 | 320 | N/A | 431 | N/A |
| 9/30/2019 | 12,596 | 385 | N/A | 263 | N/A |
| 6/30/2019 | 11,671 | 399 | N/A | 299 | N/A |
| 3/31/2019 | 10,745 | 413 | N/A | 334 | N/A |
| 12/31/2018 | 9,754 | 373 | N/A | 312 | N/A |
| 9/30/2018 | 8,763 | 333 | N/A | 290 | N/A |
| 6/30/2018 | 9,519 | 316 | N/A | 338 | N/A |
| 3/31/2018 | 10,274 | 298 | N/A | 386 | N/A |
| 12/31/2017 | 11,579 | 338 | N/A | 397 | N/A |
| 9/30/2017 | 12,884 | 377 | N/A | 407 | N/A |
| 6/30/2017 | 12,458 | 382 | N/A | 465 | N/A |
| 3/31/2017 | 12,031 | 386 | N/A | 523 | N/A |
| 12/31/2016 | 11,307 | 308 | N/A | 484 | N/A |
| 9/30/2016 | 10,584 | 231 | N/A | 445 | N/A |
| 6/30/2016 | 10,649 | 282 | N/A | 656 | N/A |
| 3/31/2016 | 10,714 | 333 | N/A | 867 | N/A |
| 12/31/2015 | 10,864 | 434 | N/A | 687 | N/A |
| 9/30/2015 | 11,015 | 535 | N/A | 508 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: JMATは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.6% ) よりも高い成長率であると考えられます。
収益対市場: JMAT今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。
高成長収益: JMAT今後 3 年以内に収益を上げることが予想されます。
収益対市場: JMATの収益は今後 3 年間で減少すると予想されています (年間-48.5% )。
高い収益成長: JMATの収益は今後 3 年間で減少すると予測されています (年間-48.5% )。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: JMATの 自己資本利益率 は、3年後には低くなると予測されています ( 13.9 %)。
成長企業の発掘
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 | 2026/09/21 10:24 |
| 終値 | 2026/09/21 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2026/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した 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
Johnson Matthey Plc 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。29
| アナリスト | 機関 |
|---|---|
| Sebastian Bray | Berenberg |
| Gunther Zechmann | Bernstein |
| Laurent Favre | BNP Paribas |