Johnson Matthey Plc

LSE:JMAT 株式レポート

時価総額:UK£3.4b

Johnson Matthey 過去の業績

過去 基準チェック /06

Johnson Mattheyの収益は年間平均-13.1%の割合で減少していますが、 Chemicals業界の収益は年間 増加しています。収益は年間19.8% 8.2%割合で 減少しています。

主要情報

-13.11%

収益成長率

-12.33%

EPS成長率

Chemicals 業界の成長4.35%
収益成長率-8.16%
株主資本利益率-4.51%
ネット・マージン-0.72%
次回の業績アップデート19 Nov 2026

最近の業績更新

Recent updates

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...
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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...
分析記事 Jul 18

Should You Investigate Johnson Matthey Plc (LON:JMAT) At UK£16.95?

Johnson Matthey Plc ( LON:JMAT ), might not be a large cap stock, but it saw significant share price movement during...
分析記事 Jul 02

Johnson Matthey Plc (LON:JMAT) Shares Could Be 48% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Johnson Matthey is UK£30.32 based on 2 Stage Free Cash Flow to Equity Current...
分析記事 Jun 15

Investors Can Find Comfort In Johnson Matthey's (LON:JMAT) Earnings Quality

The market for Johnson Matthey Plc's ( LON:JMAT ) shares didn't move much after it posted weak earnings recently. We...
分析記事 May 25

Here's Why Johnson Matthey (LON:JMAT) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

収支内訳

Johnson Matthey の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

LSE:JMAT 収益、費用、利益 ( )GBP Millions
日付収益収益G+A経費研究開発費
31 Mar 2612,573-912890
31 Dec 2511,820-1223260
30 Sep 2511,718-914870
30 Jun 2511,6961414990
31 Mar 2511,0223103850
31 Dec 2411,3224024150
30 Sep 2411,6214934450
30 Jun 2412,2323014870
31 Mar 2412,8431085290
31 Dec 2313,4901435310
30 Sep 2314,1361775320
30 Jun 2314,5352215260
31 Mar 2314,9332645200
31 Dec 2214,8922775330
30 Sep 2214,8502905450
30 Jun 2215,4382035310
31 Mar 2216,0251165170
30 Sep 2116,9591464610
30 Jun 2116,1971704630
31 Mar 2115,4351944650
31 Dec 2015,2061544840
30 Sep 2014,7381034680
30 Jun 2014,6581794640
31 Mar 2014,5772554590
31 Dec 1913,5873204670
30 Sep 1912,5963854740
30 Jun 1911,6713994600
31 Mar 1910,7454134450
31 Dec 189,7543734250
30 Sep 188,7633334040
30 Jun 189,5193163940
31 Mar 1810,2742983840
31 Dec 1711,5793383780
30 Sep 1712,8843773720
30 Jun 1712,4583823610
31 Mar 1712,0313863490
31 Dec 1611,3073083270
30 Sep 1610,5842313040
30 Jun 1610,6492823130
31 Mar 1610,7143333230
31 Dec 1510,8644343430
30 Sep 1511,0155353640

質の高い収益: JMATは現在利益が出ていません。

利益率の向上: JMATは現在利益が出ていません。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: JMATは利益が出ておらず、過去 5 年間で損失は年間13.1%の割合で増加しています。

成長の加速: JMATの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: JMATは利益が出ていないため、過去 1 年間の収益成長をChemicals業界 ( 31.6% ) と比較することは困難です。


株主資本利益率

高いROE: JMATは現在利益が出ていないため、自己資本利益率 ( -4.51% ) はマイナスです。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/08/05 03:57
終値2026/08/05 00:00
収益2026/03/31
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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YouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

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。30

アナリスト機関
Sebastian BrayBerenberg
Gunther ZechmannBernstein
Laurent FavreBNP Paribas