View ValuationJTEKT 将来の成長Future 基準チェック /36JTEKT利益と収益がそれぞれ年間42%と1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に8.8% 41.9%なると予測されています。主要情報42.0%収益成長率41.93%EPS成長率Auto Components 収益成長9.8%収益成長率1.0%将来の株主資本利益率8.77%アナリストカバレッジLow最終更新日10 Jul 2026今後の成長に関する最新情報Price Target Changed • Jul 03Price target increased by 11% to JP¥2,493Up from JP¥2,243, the current price target is an average from 4 analysts. New target price is 17% above last closing price of JP¥2,127. Stock is up 74% over the past year. The company is forecast to post earnings per share of JP¥162 for next year compared to JP¥37.62 last year.Major Estimate Revision • Jun 09Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥1.90t to JP¥1.92t. EPS estimate increased from JP¥141 to JP¥157 per share. Net income forecast to grow 316% next year vs 0.7% growth forecast for Auto Components industry in Japan. Consensus price target up from JP¥2,243 to JP¥2,388. Share price rose 6.5% to JP¥2,155 over the past week.Price Target Changed • Mar 04Price target increased by 9.1% to JP¥2,188Up from JP¥2,005, the current price target is an average from 4 analysts. New target price is 18% above last closing price of JP¥1,853. Stock is up 61% over the past year. The company is forecast to post earnings per share of JP¥106 for next year compared to JP¥40.36 last year.Major Estimate Revision • Feb 28Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥1.90t to JP¥1.92t. EPS estimate increased from JP¥94.49 to JP¥106 per share. Net income forecast to grow 75% next year vs 6.2% growth forecast for Auto Components industry in Japan. Consensus price target broadly unchanged at JP¥2,038. Share price rose 5.0% to JP¥2,149 over the past week.Price Target Changed • Jan 16Price target increased by 9.1% to JP¥2,005Up from JP¥1,838, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥1,953. Stock is up 77% over the past year. The company is forecast to post earnings per share of JP¥94.49 for next year compared to JP¥40.36 last year.Price Target Changed • Oct 02Price target increased by 9.2% to JP¥1,608Up from JP¥1,473, the current price target is an average from 5 analysts. New target price is 11% above last closing price of JP¥1,454. Stock is up 38% over the past year. The company is forecast to post earnings per share of JP¥85.36 for next year compared to JP¥40.36 last year.すべての更新を表示Recent updatesPrice Target Changed • Jul 03Price target increased by 11% to JP¥2,493Up from JP¥2,243, the current price target is an average from 4 analysts. New target price is 17% above last closing price of JP¥2,127. Stock is up 74% over the past year. The company is forecast to post earnings per share of JP¥162 for next year compared to JP¥37.62 last year.New Risk • Jun 27New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 66% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (117% cash payout ratio). Large one-off items impacting financial results.Major Estimate Revision • Jun 09Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥1.90t to JP¥1.92t. EPS estimate increased from JP¥141 to JP¥157 per share. Net income forecast to grow 316% next year vs 0.7% growth forecast for Auto Components industry in Japan. Consensus price target up from JP¥2,243 to JP¥2,388. Share price rose 6.5% to JP¥2,155 over the past week.お知らせ • Jun 03JTEKT Corporation to Report Q1, 2027 Results on Jul 31, 2026JTEKT Corporation announced that they will report Q1, 2027 results on Jul 31, 2026Board Change • May 27Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 8 new directors. 3 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). Outside Audit & Supervisory Board Member Yasushi Matsui is the most experienced director on the board, commencing their role in 2022. Independent Outside Director Ikuji Ikeda was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Apr 28JTEKT Corporation, Annual General Meeting, Jun 25, 2026JTEKT Corporation, Annual General Meeting, Jun 25, 2026.お知らせ • Apr 04JTEKT Corporation to Report Fiscal Year 2026 Results on Apr 28, 2026JTEKT Corporation announced that they will report fiscal year 2026 results on Apr 28, 2026Price Target Changed • Mar 04Price target increased by 9.1% to JP¥2,188Up from JP¥2,005, the current price target is an average from 4 analysts. New target price is 18% above last closing price of JP¥1,853. Stock is up 61% over the past year. The company is forecast to post earnings per share of JP¥106 for next year compared to JP¥40.36 last year.Major Estimate Revision • Feb 28Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥1.90t to JP¥1.92t. EPS estimate increased from JP¥94.49 to JP¥106 per share. Net income forecast to grow 75% next year vs 6.2% growth forecast for Auto Components industry in Japan. Consensus price target broadly unchanged at JP¥2,038. Share price rose 5.0% to JP¥2,149 over the past week.分析記事 • Feb 09JTEKT (TSE:6473) Will Pay A Dividend Of ¥30.00JTEKT Corporation ( TSE:6473 ) will pay a dividend of ¥30.00 on the 25th of May. This makes the dividend yield about...Reported Earnings • Feb 04Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥28.86 (up from JP¥10.83 in 3Q 2025). Revenue: JP¥473.1b (up 1.4% from 3Q 2025). Net income: JP¥9.19b (up 147% from 3Q 2025). Profit margin: 1.9% (up from 0.8% in 3Q 2025). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 87%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.Price Target Changed • Jan 16Price target increased by 9.1% to JP¥2,005Up from JP¥1,838, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥1,953. Stock is up 77% over the past year. The company is forecast to post earnings per share of JP¥94.49 for next year compared to JP¥40.36 last year.分析記事 • Jan 05The Price Is Right For JTEKT Corporation (TSE:6473)With a price-to-earnings (or "P/E") ratio of 28.7x JTEKT Corporation ( TSE:6473 ) may be sending very bearish signals...分析記事 • Dec 11JTEKT's (TSE:6473) Dividend Will Be ¥30.00JTEKT Corporation's ( TSE:6473 ) investors are due to receive a payment of ¥30.00 per share on 25th of May. This will...お知らせ • Dec 02JTEKT Corporation to Report Q3, 2026 Results on Feb 03, 2026JTEKT Corporation announced that they will report Q3, 2026 results on Feb 03, 2026分析記事 • Nov 27JTEKT's (TSE:6473) Dividend Will Be ¥30.00The board of JTEKT Corporation ( TSE:6473 ) has announced that it will pay a dividend on the 25th of May, with...Declared Dividend • Nov 27First half dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 30th March 2026 Payment date: 25th May 2026 Dividend yield will be 3.6%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio) nor is it adequately covered by cash flows (100% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 1.9% to bring the payout ratio under control. EPS is expected to grow by 168% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.New Risk • Nov 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 44% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (100% cash payout ratio). Large one-off items impacting financial results.New Risk • Nov 01New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 44% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (100% cash payout ratio). Large one-off items impacting financial results.Reported Earnings • Nov 01Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: JP¥17.76 (up from JP¥13.36 loss in 2Q 2025). Revenue: JP¥475.4b (up 4.6% from 2Q 2025). Net income: JP¥5.65b (up JP¥10.2b from 2Q 2025). Profit margin: 1.2% (up from net loss in 2Q 2025). Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) also surpassed analyst estimates by 89%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Price Target Changed • Oct 02Price target increased by 9.2% to JP¥1,608Up from JP¥1,473, the current price target is an average from 5 analysts. New target price is 11% above last closing price of JP¥1,454. Stock is up 38% over the past year. The company is forecast to post earnings per share of JP¥85.36 for next year compared to JP¥40.36 last year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 26 November 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.0%).分析記事 • Sep 02JTEKT (TSE:6473) Is Increasing Its Dividend To ¥30.00JTEKT Corporation's ( TSE:6473 ) dividend will be increasing from last year's payment of the same period to ¥30.00 on...お知らせ • Sep 02JTEKT Corporation to Report Q2, 2026 Results on Oct 31, 2025JTEKT Corporation announced that they will report Q2, 2026 results on Oct 31, 2025Major Estimate Revision • Aug 07Consensus EPS estimates increase by 19%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥70.02 to JP¥83.32. Revenue forecast steady at JP¥1.84t. Net income forecast to grow 197% next year vs 7.7% growth forecast for Auto Components industry in Japan. Consensus price target of JP¥1,350 unchanged from last update. Share price rose 2.6% to JP¥1,345 over the past week.分析記事 • Aug 03JTEKT Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsAs you might know, JTEKT Corporation ( TSE:6473 ) recently reported its first-quarter numbers. It looks like a credible...Reported Earnings • Aug 01First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: JP¥20.45 (down from JP¥31.53 in 1Q 2025). Revenue: JP¥454.8b (down 2.0% from 1Q 2025). Net income: JP¥6.51b (down 40% from 1Q 2025). Profit margin: 1.4% (down from 2.3% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 86%. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.分析記事 • Jul 24JTEKT (TSE:6473) Is Increasing Its Dividend To ¥30.00JTEKT Corporation ( TSE:6473 ) will increase its dividend from last year's comparable payment on the 26th of November...分析記事 • Jul 10JTEKT (TSE:6473) Will Pay A Larger Dividend Than Last Year At ¥30.00JTEKT Corporation ( TSE:6473 ) has announced that it will be increasing its dividend from last year's comparable...Declared Dividend • Jul 09Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 29th September 2025 Payment date: 26th November 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not covered by earnings (124% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 38% to bring the payout ratio under control. EPS is expected to grow by 183% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.分析記事 • Jun 30Some May Be Optimistic About JTEKT's (TSE:6473) EarningsShareholders appeared unconcerned with JTEKT Corporation's ( TSE:6473 ) lackluster earnings report last week. We did...分析記事 • Jun 28JTEKT Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowInvestors in JTEKT Corporation ( TSE:6473 ) had a good week, as its shares rose 5.6% to close at JP¥1,160 following the...New Risk • Jun 27New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 47% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 112% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).お知らせ • Jun 27JTEKT Corporation to Report Q1, 2026 Results on Jul 31, 2025JTEKT Corporation announced that they will report Q1, 2026 results on Jul 31, 2025Reported Earnings • Jun 27Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥40.36 (down from JP¥117 in FY 2024). Revenue: JP¥1.88t (flat on FY 2024). Net income: JP¥13.7b (down 66% from FY 2024). Profit margin: 0.7% (down from 2.1% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 38%. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.分析記事 • Jun 24Does JTEKT (TSE:6473) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Major Estimate Revision • Jun 03Consensus EPS estimates fall by 31%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥108 to JP¥75.10. Revenue forecast unchanged from JP¥1.88t at last update. Net income forecast to grow 115% next year vs 10% growth forecast for Auto Components industry in Japan. Consensus price target broadly unchanged at JP¥1,325. Share price was steady at JP¥1,123 over the past week.分析記事 • May 28JTEKT's (TSE:6473) Returns Have Hit A WallDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...分析記事 • May 07After Leaping 26% JTEKT Corporation (TSE:6473) Shares Are Not Flying Under The RadarJTEKT Corporation ( TSE:6473 ) shareholders are no doubt pleased to see that the share price has bounced 26% in the...Reported Earnings • Apr 26Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥40.36 (down from JP¥117 in FY 2024). Revenue: JP¥1.88t (flat on FY 2024). Net income: JP¥13.7b (down 66% from FY 2024). Profit margin: 0.7% (down from 2.1% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 38%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Apr 25JTEKT Corporation, Annual General Meeting, Jun 25, 2025JTEKT Corporation, Annual General Meeting, Jun 25, 2025.Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,157, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 8x in the Auto Components industry in Japan. Total returns to shareholders of 41% over the past three years.Major Estimate Revision • Apr 16Consensus EPS estimates fall by 22%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥66.85 to JP¥52.27 per share. Revenue forecast steady at JP¥1.87t. Net income forecast to grow 141% next year vs 8.3% growth forecast for Auto Components industry in Japan. Consensus price target down from JP¥1,380 to JP¥1,330. Share price rose 6.0% to JP¥957 over the past week.New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 112% Cash payout ratio: 256% Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Profit margins are more than 30% lower than last year (0.7% net profit margin).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥896, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 7x in the Auto Components industry in Japan. Total returns to shareholders of 13% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 May 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).分析記事 • Mar 03JTEKT (TSE:6473) Is Due To Pay A Dividend Of ¥25.00The board of JTEKT Corporation ( TSE:6473 ) has announced that it will pay a dividend on the 26th of May, with...お知らせ • Mar 01JTEKT Corporation to Report Fiscal Year 2025 Results on Apr 25, 2025JTEKT Corporation announced that they will report fiscal year 2025 results on Apr 25, 2025分析記事 • Feb 15JTEKT (TSE:6473) Is Due To Pay A Dividend Of ¥25.00JTEKT Corporation's ( TSE:6473 ) investors are due to receive a payment of ¥25.00 per share on 26th of May. This will...Reported Earnings • Feb 01Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: JP¥10.83 (down from JP¥38.77 in 3Q 2024). Revenue: JP¥466.6b (down 4.7% from 3Q 2024). Net income: JP¥3.72b (down 72% from 3Q 2024). Profit margin: 0.8% (down from 2.7% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 6% per year.分析記事 • Feb 01JTEKT (TSE:6473) Has Announced A Dividend Of ¥25.00JTEKT Corporation's ( TSE:6473 ) investors are due to receive a payment of ¥25.00 per share on 26th of May. This will...お知らせ • Feb 01JTEKT Corporation (TSE:6473) announces an Equity Buyback for 27,000,000 shares, representing 7.87% for ¥34,000 million.JTEKT Corporation (TSE:6473) announces a share repurchase program. Under the program, the company will repurchase up to 27,000,000 shares, representing 7.87% of its issued share capital, for ¥34,000 million. The purpose of the buyback is to enhance shareholder returns. The program will expire on February 28, 2025. As of December 31, 2024, the company had shares in issue (excluding treasury shares) and 249,086 shares in treasury.Major Estimate Revision • Jan 30Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥75.74 to JP¥67.56 per share. Revenue forecast steady at JP¥1.87t. Net income forecast to grow 37% next year vs 12% growth forecast for Auto Components industry in Japan. Consensus price target of JP¥1,355 unchanged from last update. Share price was steady at JP¥1,149 over the past week.分析記事 • Jan 03JTEKT (TSE:6473) Will Pay A Dividend Of ¥25.00JTEKT Corporation ( TSE:6473 ) has announced that it will pay a dividend of ¥25.00 per share on the 26th of May. This...お知らせ • Jan 03JTEKT Corporation to Report Q3, 2025 Results on Jan 31, 2025JTEKT Corporation announced that they will report Q3, 2025 results on Jan 31, 2025分析記事 • Nov 27JTEKT (TSE:6473) Is Due To Pay A Dividend Of ¥25.00The board of JTEKT Corporation ( TSE:6473 ) has announced that it will pay a dividend of ¥25.00 per share on the 26th...Declared Dividend • Nov 27First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 28th March 2025 Payment date: 26th May 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but not covered by cash flows (464% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 125% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • Nov 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (464% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).分析記事 • Nov 25JTEKT Corporation's (TSE:6473) Popularity With Investors Is ClearWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider JTEKT...分析記事 • Nov 03JTEKT Corporation Just Missed Revenue By 7.0%: Here's What Analysts Think Will Happen NextInvestors in JTEKT Corporation ( TSE:6473 ) had a good week, as its shares rose 5.4% to close at JP¥1,058 following the...Reported Earnings • Nov 02Second quarter 2025 earnings released: JP¥13.36 loss per share (vs JP¥23.70 profit in 2Q 2024)Second quarter 2025 results: JP¥13.36 loss per share (down from JP¥23.70 profit in 2Q 2024). Revenue: JP¥454.4b (down 4.6% from 2Q 2024). Net loss: JP¥4.58b (down 156% from profit in 2Q 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.分析記事 • Oct 14Capital Allocation Trends At JTEKT (TSE:6473) Aren't IdealDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Upcoming Dividend • Sep 20Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.5%).分析記事 • Sep 13Does JTEKT (TSE:6473) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Price Target Changed • Sep 03Price target increased by 8.0% to JP¥1,567Up from JP¥1,450, the current price target is an average from 3 analysts. New target price is 36% above last closing price of JP¥1,150. Stock is down 17% over the past year. The company is forecast to post earnings per share of JP¥118 for next year compared to JP¥117 last year.お知らせ • Aug 28JTEKT Corporation to Report Q2, 2025 Results on Oct 31, 2024JTEKT Corporation announced that they will report Q2, 2025 results on Oct 31, 2024Price Target Changed • Aug 16Price target decreased by 14% to JP¥1,475Down from JP¥1,720, the current price target is an average from 4 analysts. New target price is 49% above last closing price of JP¥992. Stock is down 20% over the past year. The company is forecast to post earnings per share of JP¥126 for next year compared to JP¥117 last year.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥915, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Auto Components industry in Japan. Total loss to shareholders of 5.4% over the past three years.Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥31.53 (vs JP¥43.69 in 1Q 2024)First quarter 2025 results: EPS: JP¥31.53 (down from JP¥43.69 in 1Q 2024). Revenue: JP¥464.1b (up 4.1% from 1Q 2024). Net income: JP¥10.8b (down 28% from 1Q 2024). Profit margin: 2.3% (down from 3.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 22Potential Upside For JTEKT Corporation (TSE:6473) Not Without RiskJTEKT Corporation's ( TSE:6473 ) price-to-earnings (or "P/E") ratio of 9.3x might make it look like a buy right now...Declared Dividend • Jul 11Final dividend of JP¥15.00 announcedShareholders will receive a dividend of JP¥15.00. Ex-date: 27th September 2024 Payment date: 27th November 2024 Dividend yield will be 3.1%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jul 03JTEKT's (TSE:6473) Solid Earnings Are Supported By Other Strong FactorsThe subdued stock price reaction suggests that JTEKT Corporation's ( TSE:6473 ) strong earnings didn't offer any...お知らせ • Jun 22JTEKT Corporation to Report Q1, 2025 Results on Jul 31, 2024JTEKT Corporation announced that they will report Q1, 2025 results on Jul 31, 2024分析記事 • May 21Is JTEKT (TSE:6473) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Apr 28JTEKT Corporation, Annual General Meeting, Jun 25, 2024JTEKT Corporation, Annual General Meeting, Jun 25, 2024.Reported Earnings • Apr 27Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥117 (up from JP¥99.94 in FY 2023). Revenue: JP¥1.89t (up 13% from FY 2023). Net income: JP¥40.3b (up 17% from FY 2023). Profit margin: 2.1% (up from 2.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 11Insufficient Growth At JTEKT Corporation (TSE:6473) Hampers Share PriceJTEKT Corporation's ( TSE:6473 ) price-to-earnings (or "P/E") ratio of 9.3x might make it look like a buy right now...Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 May 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.6%).分析記事 • Mar 21Estimating The Intrinsic Value Of JTEKT Corporation (TSE:6473)Key Insights JTEKT's estimated fair value is JP¥1,419 based on 2 Stage Free Cash Flow to Equity JTEKT's JP¥1,402 share...分析記事 • Mar 03JTEKT (TSE:6473) Is Increasing Its Dividend To ¥20.00JTEKT Corporation ( TSE:6473 ) has announced that it will be increasing its dividend from last year's comparable...お知らせ • Mar 02JTEKT Corporation to Report Fiscal Year 2024 Results on Apr 26, 2024JTEKT Corporation announced that they will report fiscal year 2024 results on Apr 26, 2024Price Target Changed • Feb 28Price target increased by 13% to JP¥1,775Up from JP¥1,575, the current price target is an average from 4 analysts. New target price is 28% above last closing price of JP¥1,390. Stock is up 35% over the past year. The company is forecast to post earnings per share of JP¥134 for next year compared to JP¥99.94 last year.Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥38.77 (vs JP¥17.78 in 3Q 2023)Third quarter 2024 results: EPS: JP¥38.77 (up from JP¥17.78 in 3Q 2023). Revenue: JP¥489.6b (up 17% from 3Q 2023). Net income: JP¥13.3b (up 118% from 3Q 2023). Profit margin: 2.7% (up from 1.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jan 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.3% to JP¥1,317. The fair value is estimated to be JP¥1,086, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 9.2% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.お知らせ • Nov 30JTEKT Corporation to Report Q3, 2024 Results on Feb 02, 2024JTEKT Corporation announced that they will report Q3, 2024 results on Feb 02, 2024Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥23.71 (vs JP¥26.54 in 2Q 2023)Second quarter 2024 results: EPS: JP¥23.71 (down from JP¥26.54 in 2Q 2023). Revenue: JP¥476.6b (up 10% from 2Q 2023). Net income: JP¥8.13b (down 11% from 2Q 2023). Profit margin: 1.7% (down from 2.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 01+ 1 more updateJTEKT Corporation Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024JTEKT Corporation provided consolidated earnings guidance for the full year ending March 31, 2024. For the year, company expects Revenue of JPY 1,850,000 million, Business profit of JPY 80,000 million, Profit attributable to owners of the parent company of JPY 40,000 million and Basic earnings per share of JPY 116.62.Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,241, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 51% over the past three years.Upcoming Dividend • Sep 21Upcoming dividend of JP¥16.00 per share at 2.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 November 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.5%).お知らせ • Aug 31JTEKT Corporation to Report Q2, 2024 Results on Oct 31, 2023JTEKT Corporation announced that they will report Q2, 2024 results on Oct 31, 2023Price Target Changed • Aug 15Price target increased by 17% to JP¥1,617Up from JP¥1,388, the current price target is an average from 3 analysts. New target price is 26% above last closing price of JP¥1,280. Stock is up 28% over the past year. The company is forecast to post earnings per share of JP¥129 for next year compared to JP¥99.94 last year.Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥43.69 (vs JP¥9.13 in 1Q 2023)First quarter 2024 results: EPS: JP¥43.69 (up from JP¥9.13 in 1Q 2023). Revenue: JP¥445.7b (up 20% from 1Q 2023). Net income: JP¥15.0b (up 378% from 1Q 2023). Profit margin: 3.4% (up from 0.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jul 18Price target increased by 9.4% to JP¥1,388Up from JP¥1,268, the current price target is an average from 5 analysts. New target price is 10% above last closing price of JP¥1,258. Stock is up 23% over the past year. The company is forecast to post earnings per share of JP¥126 for next year compared to JP¥99.94 last year.お知らせ • Jun 29JTEKT Corporation to Report Q1, 2024 Results on Jul 28, 2023JTEKT Corporation announced that they will report Q1, 2024 results on Jul 28, 2023Reported Earnings • Jun 28Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥99.94 (up from JP¥60.30 in FY 2022). Revenue: JP¥1.68t (up 18% from FY 2022). Net income: JP¥34.3b (up 66% from FY 2022). Profit margin: 2.0% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates by 15%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Price Target Changed • May 24Price target increased by 9.0% to JP¥1,268Up from JP¥1,163, the current price target is an average from 6 analysts. New target price is 6.9% above last closing price of JP¥1,186. Stock is up 22% over the past year. The company is forecast to post earnings per share of JP¥126 for next year compared to JP¥99.94 last year.Price Target Changed • May 17Price target increased by 7.0% to JP¥1,218Up from JP¥1,138, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,165. Stock is up 19% over the past year. The company posted earnings per share of JP¥99.94 last year.Reported Earnings • Apr 29Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥99.94 (up from JP¥60.30 in FY 2022). Revenue: JP¥1.68t (up 18% from FY 2022). Net income: JP¥34.3b (up 66% from FY 2022). Profit margin: 2.0% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates by 15%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.2%).業績と収益の成長予測TSE:6473 - アナリストの将来予測と過去の財務データ ( )JPY Millions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3/31/20291,984,16778,13375,332150,83233/31/20281,967,10065,40072,771149,50743/31/20271,944,65051,45064,059141,43943/31/20261,924,95011,97419,004108,495N/A12/31/20251,902,65525,1159,174101,354N/A9/30/20251,896,09319,64519,109113,875N/A6/30/20251,875,1349,410-6,45490,063N/A3/31/20251,884,39713,713-11,28180,238N/A12/31/20241,864,74313,7936,22683,380N/A9/30/20241,887,75223,3743,69974,540N/A6/30/20241,909,88036,08772,921138,996N/A3/31/20241,891,50440,25773,013154,461N/A12/31/20231,865,06452,35560,178145,303N/A9/30/20231,795,80145,15759,658140,360N/A6/30/20231,752,14146,12724,658105,292N/A3/31/20231,678,14634,27622,49678,279N/A12/31/20221,631,35428,88327,33074,466N/A9/30/20221,568,86226,14612,82256,474N/A6/30/20221,455,95318,0887,13248,438N/A3/31/20221,428,42620,68224,35567,039N/A12/31/20211,384,68524,57936,99180,721N/A9/30/20211,390,20031,61383,678130,902N/A6/30/20211,395,13031,71476,963128,739N/A3/31/20211,246,28680036,50991,757N/A12/31/20201,231,466-26,428N/AN/AN/A9/30/20201,217,165-32,547-35,89034,568N/A6/30/20201,251,992-35,177N/AN/AN/A3/31/20201,418,896-3,794-17,55562,312N/A12/31/20191,466,2195,914N/AN/AN/A9/30/20191,499,93210,348N/A76,011N/A6/30/20191,506,73718,250N/AN/AN/A3/31/20191,520,89324,663N/A103,022N/A12/31/20181,517,98836,130N/AN/AN/A9/30/20181,501,83540,049N/A100,307N/A6/30/20181,481,84546,075N/AN/AN/A3/31/20181,441,17049,697N/A100,033N/A12/31/20171,403,06064,339N/AN/AN/A9/30/20171,360,24863,575N/A104,408N/A6/30/20171,332,64251,245N/AN/AN/A3/31/20171,318,31047,522N/A99,277N/A12/31/20161,316,13032,055N/AN/AN/A9/30/20161,338,48532,900N/A115,574N/A6/30/20161,374,85544,809N/AN/AN/A3/31/20161,399,98748,672N/A110,125N/A12/31/20151,411,73248,621N/AN/AN/A9/30/20151,402,54048,666N/A111,208N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 6473の予測収益成長率 (年間42% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 6473の収益 ( 42% ) はJP市場 ( 10.1% ) よりも速いペースで成長すると予測されています。高成長収益: 6473の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 6473の収益 ( 1% ) JP市場 ( 6.5% ) よりも低い成長が予測されています。高い収益成長: 6473の収益 ( 1% ) 20%よりも低い成長が予測されています。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: 6473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 ( 8.8 %)。成長企業の発掘7D1Y7D1Y7D1YAutomobiles 業界の高成長企業。View Past Performance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2026/07/17 17:33終値2026/07/17 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋JTEKT Corporation 4 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。11 アナリスト機関Hideyuki MizunoBofA Global ResearchMorten PaulsenCLSAShiro SakamakiDaiwa Securities Co. Ltd.8 その他のアナリストを表示
Price Target Changed • Jul 03Price target increased by 11% to JP¥2,493Up from JP¥2,243, the current price target is an average from 4 analysts. New target price is 17% above last closing price of JP¥2,127. Stock is up 74% over the past year. The company is forecast to post earnings per share of JP¥162 for next year compared to JP¥37.62 last year.
Major Estimate Revision • Jun 09Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥1.90t to JP¥1.92t. EPS estimate increased from JP¥141 to JP¥157 per share. Net income forecast to grow 316% next year vs 0.7% growth forecast for Auto Components industry in Japan. Consensus price target up from JP¥2,243 to JP¥2,388. Share price rose 6.5% to JP¥2,155 over the past week.
Price Target Changed • Mar 04Price target increased by 9.1% to JP¥2,188Up from JP¥2,005, the current price target is an average from 4 analysts. New target price is 18% above last closing price of JP¥1,853. Stock is up 61% over the past year. The company is forecast to post earnings per share of JP¥106 for next year compared to JP¥40.36 last year.
Major Estimate Revision • Feb 28Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥1.90t to JP¥1.92t. EPS estimate increased from JP¥94.49 to JP¥106 per share. Net income forecast to grow 75% next year vs 6.2% growth forecast for Auto Components industry in Japan. Consensus price target broadly unchanged at JP¥2,038. Share price rose 5.0% to JP¥2,149 over the past week.
Price Target Changed • Jan 16Price target increased by 9.1% to JP¥2,005Up from JP¥1,838, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥1,953. Stock is up 77% over the past year. The company is forecast to post earnings per share of JP¥94.49 for next year compared to JP¥40.36 last year.
Price Target Changed • Oct 02Price target increased by 9.2% to JP¥1,608Up from JP¥1,473, the current price target is an average from 5 analysts. New target price is 11% above last closing price of JP¥1,454. Stock is up 38% over the past year. The company is forecast to post earnings per share of JP¥85.36 for next year compared to JP¥40.36 last year.
Price Target Changed • Jul 03Price target increased by 11% to JP¥2,493Up from JP¥2,243, the current price target is an average from 4 analysts. New target price is 17% above last closing price of JP¥2,127. Stock is up 74% over the past year. The company is forecast to post earnings per share of JP¥162 for next year compared to JP¥37.62 last year.
New Risk • Jun 27New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 66% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (117% cash payout ratio). Large one-off items impacting financial results.
Major Estimate Revision • Jun 09Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥1.90t to JP¥1.92t. EPS estimate increased from JP¥141 to JP¥157 per share. Net income forecast to grow 316% next year vs 0.7% growth forecast for Auto Components industry in Japan. Consensus price target up from JP¥2,243 to JP¥2,388. Share price rose 6.5% to JP¥2,155 over the past week.
お知らせ • Jun 03JTEKT Corporation to Report Q1, 2027 Results on Jul 31, 2026JTEKT Corporation announced that they will report Q1, 2027 results on Jul 31, 2026
Board Change • May 27Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 8 new directors. 3 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). Outside Audit & Supervisory Board Member Yasushi Matsui is the most experienced director on the board, commencing their role in 2022. Independent Outside Director Ikuji Ikeda was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 28JTEKT Corporation, Annual General Meeting, Jun 25, 2026JTEKT Corporation, Annual General Meeting, Jun 25, 2026.
お知らせ • Apr 04JTEKT Corporation to Report Fiscal Year 2026 Results on Apr 28, 2026JTEKT Corporation announced that they will report fiscal year 2026 results on Apr 28, 2026
Price Target Changed • Mar 04Price target increased by 9.1% to JP¥2,188Up from JP¥2,005, the current price target is an average from 4 analysts. New target price is 18% above last closing price of JP¥1,853. Stock is up 61% over the past year. The company is forecast to post earnings per share of JP¥106 for next year compared to JP¥40.36 last year.
Major Estimate Revision • Feb 28Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥1.90t to JP¥1.92t. EPS estimate increased from JP¥94.49 to JP¥106 per share. Net income forecast to grow 75% next year vs 6.2% growth forecast for Auto Components industry in Japan. Consensus price target broadly unchanged at JP¥2,038. Share price rose 5.0% to JP¥2,149 over the past week.
分析記事 • Feb 09JTEKT (TSE:6473) Will Pay A Dividend Of ¥30.00JTEKT Corporation ( TSE:6473 ) will pay a dividend of ¥30.00 on the 25th of May. This makes the dividend yield about...
Reported Earnings • Feb 04Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥28.86 (up from JP¥10.83 in 3Q 2025). Revenue: JP¥473.1b (up 1.4% from 3Q 2025). Net income: JP¥9.19b (up 147% from 3Q 2025). Profit margin: 1.9% (up from 0.8% in 3Q 2025). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 87%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
Price Target Changed • Jan 16Price target increased by 9.1% to JP¥2,005Up from JP¥1,838, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥1,953. Stock is up 77% over the past year. The company is forecast to post earnings per share of JP¥94.49 for next year compared to JP¥40.36 last year.
分析記事 • Jan 05The Price Is Right For JTEKT Corporation (TSE:6473)With a price-to-earnings (or "P/E") ratio of 28.7x JTEKT Corporation ( TSE:6473 ) may be sending very bearish signals...
分析記事 • Dec 11JTEKT's (TSE:6473) Dividend Will Be ¥30.00JTEKT Corporation's ( TSE:6473 ) investors are due to receive a payment of ¥30.00 per share on 25th of May. This will...
お知らせ • Dec 02JTEKT Corporation to Report Q3, 2026 Results on Feb 03, 2026JTEKT Corporation announced that they will report Q3, 2026 results on Feb 03, 2026
分析記事 • Nov 27JTEKT's (TSE:6473) Dividend Will Be ¥30.00The board of JTEKT Corporation ( TSE:6473 ) has announced that it will pay a dividend on the 25th of May, with...
Declared Dividend • Nov 27First half dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 30th March 2026 Payment date: 25th May 2026 Dividend yield will be 3.6%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio) nor is it adequately covered by cash flows (100% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 1.9% to bring the payout ratio under control. EPS is expected to grow by 168% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
New Risk • Nov 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 44% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (100% cash payout ratio). Large one-off items impacting financial results.
New Risk • Nov 01New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 44% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (100% cash payout ratio). Large one-off items impacting financial results.
Reported Earnings • Nov 01Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: JP¥17.76 (up from JP¥13.36 loss in 2Q 2025). Revenue: JP¥475.4b (up 4.6% from 2Q 2025). Net income: JP¥5.65b (up JP¥10.2b from 2Q 2025). Profit margin: 1.2% (up from net loss in 2Q 2025). Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) also surpassed analyst estimates by 89%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Price Target Changed • Oct 02Price target increased by 9.2% to JP¥1,608Up from JP¥1,473, the current price target is an average from 5 analysts. New target price is 11% above last closing price of JP¥1,454. Stock is up 38% over the past year. The company is forecast to post earnings per share of JP¥85.36 for next year compared to JP¥40.36 last year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 26 November 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.0%).
分析記事 • Sep 02JTEKT (TSE:6473) Is Increasing Its Dividend To ¥30.00JTEKT Corporation's ( TSE:6473 ) dividend will be increasing from last year's payment of the same period to ¥30.00 on...
お知らせ • Sep 02JTEKT Corporation to Report Q2, 2026 Results on Oct 31, 2025JTEKT Corporation announced that they will report Q2, 2026 results on Oct 31, 2025
Major Estimate Revision • Aug 07Consensus EPS estimates increase by 19%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥70.02 to JP¥83.32. Revenue forecast steady at JP¥1.84t. Net income forecast to grow 197% next year vs 7.7% growth forecast for Auto Components industry in Japan. Consensus price target of JP¥1,350 unchanged from last update. Share price rose 2.6% to JP¥1,345 over the past week.
分析記事 • Aug 03JTEKT Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsAs you might know, JTEKT Corporation ( TSE:6473 ) recently reported its first-quarter numbers. It looks like a credible...
Reported Earnings • Aug 01First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: JP¥20.45 (down from JP¥31.53 in 1Q 2025). Revenue: JP¥454.8b (down 2.0% from 1Q 2025). Net income: JP¥6.51b (down 40% from 1Q 2025). Profit margin: 1.4% (down from 2.3% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 86%. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
分析記事 • Jul 24JTEKT (TSE:6473) Is Increasing Its Dividend To ¥30.00JTEKT Corporation ( TSE:6473 ) will increase its dividend from last year's comparable payment on the 26th of November...
分析記事 • Jul 10JTEKT (TSE:6473) Will Pay A Larger Dividend Than Last Year At ¥30.00JTEKT Corporation ( TSE:6473 ) has announced that it will be increasing its dividend from last year's comparable...
Declared Dividend • Jul 09Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 29th September 2025 Payment date: 26th November 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not covered by earnings (124% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 38% to bring the payout ratio under control. EPS is expected to grow by 183% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
分析記事 • Jun 30Some May Be Optimistic About JTEKT's (TSE:6473) EarningsShareholders appeared unconcerned with JTEKT Corporation's ( TSE:6473 ) lackluster earnings report last week. We did...
分析記事 • Jun 28JTEKT Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowInvestors in JTEKT Corporation ( TSE:6473 ) had a good week, as its shares rose 5.6% to close at JP¥1,160 following the...
New Risk • Jun 27New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 47% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 112% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).
お知らせ • Jun 27JTEKT Corporation to Report Q1, 2026 Results on Jul 31, 2025JTEKT Corporation announced that they will report Q1, 2026 results on Jul 31, 2025
Reported Earnings • Jun 27Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥40.36 (down from JP¥117 in FY 2024). Revenue: JP¥1.88t (flat on FY 2024). Net income: JP¥13.7b (down 66% from FY 2024). Profit margin: 0.7% (down from 2.1% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 38%. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
分析記事 • Jun 24Does JTEKT (TSE:6473) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Major Estimate Revision • Jun 03Consensus EPS estimates fall by 31%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥108 to JP¥75.10. Revenue forecast unchanged from JP¥1.88t at last update. Net income forecast to grow 115% next year vs 10% growth forecast for Auto Components industry in Japan. Consensus price target broadly unchanged at JP¥1,325. Share price was steady at JP¥1,123 over the past week.
分析記事 • May 28JTEKT's (TSE:6473) Returns Have Hit A WallDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
分析記事 • May 07After Leaping 26% JTEKT Corporation (TSE:6473) Shares Are Not Flying Under The RadarJTEKT Corporation ( TSE:6473 ) shareholders are no doubt pleased to see that the share price has bounced 26% in the...
Reported Earnings • Apr 26Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥40.36 (down from JP¥117 in FY 2024). Revenue: JP¥1.88t (flat on FY 2024). Net income: JP¥13.7b (down 66% from FY 2024). Profit margin: 0.7% (down from 2.1% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 38%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Apr 25JTEKT Corporation, Annual General Meeting, Jun 25, 2025JTEKT Corporation, Annual General Meeting, Jun 25, 2025.
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,157, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 8x in the Auto Components industry in Japan. Total returns to shareholders of 41% over the past three years.
Major Estimate Revision • Apr 16Consensus EPS estimates fall by 22%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥66.85 to JP¥52.27 per share. Revenue forecast steady at JP¥1.87t. Net income forecast to grow 141% next year vs 8.3% growth forecast for Auto Components industry in Japan. Consensus price target down from JP¥1,380 to JP¥1,330. Share price rose 6.0% to JP¥957 over the past week.
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 112% Cash payout ratio: 256% Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Profit margins are more than 30% lower than last year (0.7% net profit margin).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥896, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 7x in the Auto Components industry in Japan. Total returns to shareholders of 13% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 May 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).
分析記事 • Mar 03JTEKT (TSE:6473) Is Due To Pay A Dividend Of ¥25.00The board of JTEKT Corporation ( TSE:6473 ) has announced that it will pay a dividend on the 26th of May, with...
お知らせ • Mar 01JTEKT Corporation to Report Fiscal Year 2025 Results on Apr 25, 2025JTEKT Corporation announced that they will report fiscal year 2025 results on Apr 25, 2025
分析記事 • Feb 15JTEKT (TSE:6473) Is Due To Pay A Dividend Of ¥25.00JTEKT Corporation's ( TSE:6473 ) investors are due to receive a payment of ¥25.00 per share on 26th of May. This will...
Reported Earnings • Feb 01Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: JP¥10.83 (down from JP¥38.77 in 3Q 2024). Revenue: JP¥466.6b (down 4.7% from 3Q 2024). Net income: JP¥3.72b (down 72% from 3Q 2024). Profit margin: 0.8% (down from 2.7% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 6% per year.
分析記事 • Feb 01JTEKT (TSE:6473) Has Announced A Dividend Of ¥25.00JTEKT Corporation's ( TSE:6473 ) investors are due to receive a payment of ¥25.00 per share on 26th of May. This will...
お知らせ • Feb 01JTEKT Corporation (TSE:6473) announces an Equity Buyback for 27,000,000 shares, representing 7.87% for ¥34,000 million.JTEKT Corporation (TSE:6473) announces a share repurchase program. Under the program, the company will repurchase up to 27,000,000 shares, representing 7.87% of its issued share capital, for ¥34,000 million. The purpose of the buyback is to enhance shareholder returns. The program will expire on February 28, 2025. As of December 31, 2024, the company had shares in issue (excluding treasury shares) and 249,086 shares in treasury.
Major Estimate Revision • Jan 30Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥75.74 to JP¥67.56 per share. Revenue forecast steady at JP¥1.87t. Net income forecast to grow 37% next year vs 12% growth forecast for Auto Components industry in Japan. Consensus price target of JP¥1,355 unchanged from last update. Share price was steady at JP¥1,149 over the past week.
分析記事 • Jan 03JTEKT (TSE:6473) Will Pay A Dividend Of ¥25.00JTEKT Corporation ( TSE:6473 ) has announced that it will pay a dividend of ¥25.00 per share on the 26th of May. This...
お知らせ • Jan 03JTEKT Corporation to Report Q3, 2025 Results on Jan 31, 2025JTEKT Corporation announced that they will report Q3, 2025 results on Jan 31, 2025
分析記事 • Nov 27JTEKT (TSE:6473) Is Due To Pay A Dividend Of ¥25.00The board of JTEKT Corporation ( TSE:6473 ) has announced that it will pay a dividend of ¥25.00 per share on the 26th...
Declared Dividend • Nov 27First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 28th March 2025 Payment date: 26th May 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but not covered by cash flows (464% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 125% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Nov 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (464% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).
分析記事 • Nov 25JTEKT Corporation's (TSE:6473) Popularity With Investors Is ClearWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider JTEKT...
分析記事 • Nov 03JTEKT Corporation Just Missed Revenue By 7.0%: Here's What Analysts Think Will Happen NextInvestors in JTEKT Corporation ( TSE:6473 ) had a good week, as its shares rose 5.4% to close at JP¥1,058 following the...
Reported Earnings • Nov 02Second quarter 2025 earnings released: JP¥13.36 loss per share (vs JP¥23.70 profit in 2Q 2024)Second quarter 2025 results: JP¥13.36 loss per share (down from JP¥23.70 profit in 2Q 2024). Revenue: JP¥454.4b (down 4.6% from 2Q 2024). Net loss: JP¥4.58b (down 156% from profit in 2Q 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
分析記事 • Oct 14Capital Allocation Trends At JTEKT (TSE:6473) Aren't IdealDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.5%).
分析記事 • Sep 13Does JTEKT (TSE:6473) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Price Target Changed • Sep 03Price target increased by 8.0% to JP¥1,567Up from JP¥1,450, the current price target is an average from 3 analysts. New target price is 36% above last closing price of JP¥1,150. Stock is down 17% over the past year. The company is forecast to post earnings per share of JP¥118 for next year compared to JP¥117 last year.
お知らせ • Aug 28JTEKT Corporation to Report Q2, 2025 Results on Oct 31, 2024JTEKT Corporation announced that they will report Q2, 2025 results on Oct 31, 2024
Price Target Changed • Aug 16Price target decreased by 14% to JP¥1,475Down from JP¥1,720, the current price target is an average from 4 analysts. New target price is 49% above last closing price of JP¥992. Stock is down 20% over the past year. The company is forecast to post earnings per share of JP¥126 for next year compared to JP¥117 last year.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥915, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Auto Components industry in Japan. Total loss to shareholders of 5.4% over the past three years.
Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥31.53 (vs JP¥43.69 in 1Q 2024)First quarter 2025 results: EPS: JP¥31.53 (down from JP¥43.69 in 1Q 2024). Revenue: JP¥464.1b (up 4.1% from 1Q 2024). Net income: JP¥10.8b (down 28% from 1Q 2024). Profit margin: 2.3% (down from 3.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 22Potential Upside For JTEKT Corporation (TSE:6473) Not Without RiskJTEKT Corporation's ( TSE:6473 ) price-to-earnings (or "P/E") ratio of 9.3x might make it look like a buy right now...
Declared Dividend • Jul 11Final dividend of JP¥15.00 announcedShareholders will receive a dividend of JP¥15.00. Ex-date: 27th September 2024 Payment date: 27th November 2024 Dividend yield will be 3.1%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jul 03JTEKT's (TSE:6473) Solid Earnings Are Supported By Other Strong FactorsThe subdued stock price reaction suggests that JTEKT Corporation's ( TSE:6473 ) strong earnings didn't offer any...
お知らせ • Jun 22JTEKT Corporation to Report Q1, 2025 Results on Jul 31, 2024JTEKT Corporation announced that they will report Q1, 2025 results on Jul 31, 2024
分析記事 • May 21Is JTEKT (TSE:6473) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Apr 28JTEKT Corporation, Annual General Meeting, Jun 25, 2024JTEKT Corporation, Annual General Meeting, Jun 25, 2024.
Reported Earnings • Apr 27Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥117 (up from JP¥99.94 in FY 2023). Revenue: JP¥1.89t (up 13% from FY 2023). Net income: JP¥40.3b (up 17% from FY 2023). Profit margin: 2.1% (up from 2.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 11Insufficient Growth At JTEKT Corporation (TSE:6473) Hampers Share PriceJTEKT Corporation's ( TSE:6473 ) price-to-earnings (or "P/E") ratio of 9.3x might make it look like a buy right now...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 May 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.6%).
分析記事 • Mar 21Estimating The Intrinsic Value Of JTEKT Corporation (TSE:6473)Key Insights JTEKT's estimated fair value is JP¥1,419 based on 2 Stage Free Cash Flow to Equity JTEKT's JP¥1,402 share...
分析記事 • Mar 03JTEKT (TSE:6473) Is Increasing Its Dividend To ¥20.00JTEKT Corporation ( TSE:6473 ) has announced that it will be increasing its dividend from last year's comparable...
お知らせ • Mar 02JTEKT Corporation to Report Fiscal Year 2024 Results on Apr 26, 2024JTEKT Corporation announced that they will report fiscal year 2024 results on Apr 26, 2024
Price Target Changed • Feb 28Price target increased by 13% to JP¥1,775Up from JP¥1,575, the current price target is an average from 4 analysts. New target price is 28% above last closing price of JP¥1,390. Stock is up 35% over the past year. The company is forecast to post earnings per share of JP¥134 for next year compared to JP¥99.94 last year.
Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥38.77 (vs JP¥17.78 in 3Q 2023)Third quarter 2024 results: EPS: JP¥38.77 (up from JP¥17.78 in 3Q 2023). Revenue: JP¥489.6b (up 17% from 3Q 2023). Net income: JP¥13.3b (up 118% from 3Q 2023). Profit margin: 2.7% (up from 1.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jan 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.3% to JP¥1,317. The fair value is estimated to be JP¥1,086, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 9.2% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.
お知らせ • Nov 30JTEKT Corporation to Report Q3, 2024 Results on Feb 02, 2024JTEKT Corporation announced that they will report Q3, 2024 results on Feb 02, 2024
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥23.71 (vs JP¥26.54 in 2Q 2023)Second quarter 2024 results: EPS: JP¥23.71 (down from JP¥26.54 in 2Q 2023). Revenue: JP¥476.6b (up 10% from 2Q 2023). Net income: JP¥8.13b (down 11% from 2Q 2023). Profit margin: 1.7% (down from 2.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 01+ 1 more updateJTEKT Corporation Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024JTEKT Corporation provided consolidated earnings guidance for the full year ending March 31, 2024. For the year, company expects Revenue of JPY 1,850,000 million, Business profit of JPY 80,000 million, Profit attributable to owners of the parent company of JPY 40,000 million and Basic earnings per share of JPY 116.62.
Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,241, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 51% over the past three years.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥16.00 per share at 2.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 November 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.5%).
お知らせ • Aug 31JTEKT Corporation to Report Q2, 2024 Results on Oct 31, 2023JTEKT Corporation announced that they will report Q2, 2024 results on Oct 31, 2023
Price Target Changed • Aug 15Price target increased by 17% to JP¥1,617Up from JP¥1,388, the current price target is an average from 3 analysts. New target price is 26% above last closing price of JP¥1,280. Stock is up 28% over the past year. The company is forecast to post earnings per share of JP¥129 for next year compared to JP¥99.94 last year.
Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥43.69 (vs JP¥9.13 in 1Q 2023)First quarter 2024 results: EPS: JP¥43.69 (up from JP¥9.13 in 1Q 2023). Revenue: JP¥445.7b (up 20% from 1Q 2023). Net income: JP¥15.0b (up 378% from 1Q 2023). Profit margin: 3.4% (up from 0.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jul 18Price target increased by 9.4% to JP¥1,388Up from JP¥1,268, the current price target is an average from 5 analysts. New target price is 10% above last closing price of JP¥1,258. Stock is up 23% over the past year. The company is forecast to post earnings per share of JP¥126 for next year compared to JP¥99.94 last year.
お知らせ • Jun 29JTEKT Corporation to Report Q1, 2024 Results on Jul 28, 2023JTEKT Corporation announced that they will report Q1, 2024 results on Jul 28, 2023
Reported Earnings • Jun 28Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥99.94 (up from JP¥60.30 in FY 2022). Revenue: JP¥1.68t (up 18% from FY 2022). Net income: JP¥34.3b (up 66% from FY 2022). Profit margin: 2.0% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates by 15%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Price Target Changed • May 24Price target increased by 9.0% to JP¥1,268Up from JP¥1,163, the current price target is an average from 6 analysts. New target price is 6.9% above last closing price of JP¥1,186. Stock is up 22% over the past year. The company is forecast to post earnings per share of JP¥126 for next year compared to JP¥99.94 last year.
Price Target Changed • May 17Price target increased by 7.0% to JP¥1,218Up from JP¥1,138, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,165. Stock is up 19% over the past year. The company posted earnings per share of JP¥99.94 last year.
Reported Earnings • Apr 29Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥99.94 (up from JP¥60.30 in FY 2022). Revenue: JP¥1.68t (up 18% from FY 2022). Net income: JP¥34.3b (up 66% from FY 2022). Profit margin: 2.0% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates by 15%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.2%).