TBK（7277）株式概要株式会社TBKは、日本でブレーキ、オイルポンプ、エンジンウォーターポンプを開発、生産、販売しています。 詳細7277 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績0/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より39.5%で取引されている リスク分析過去5年間で収益は年間14.4%減少しました。 意味のある時価総額がありません ( ¥10B )不安定な配当実績 すべてのリスクチェックを見る7277 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥325.0067.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-3b62b2016201920222025202620282031Revenue JP¥62.5bEarnings JP¥4.0bAdvancedSet Fair ValueView all narrativesTBK Co., Ltd. 競合他社Harada IndustrySymbol: TSE:6904Market cap: JP¥9.4bYasunagaSymbol: TSE:7271Market cap: JP¥10.0bAskaSymbol: NSE:7227Market cap: JP¥10.3bChuo Malleable IronSymbol: NSE:5607Market cap: JP¥9.7b価格と性能株価の高値、安値、推移の概要TBK過去の株価現在の株価JP¥325.0052週高値JP¥424.0052週安値JP¥284.00ベータ0.391ヶ月の変化-10.96%3ヶ月変化-14.47%1年変化13.64%3年間の変化-10.71%5年間の変化-21.50%IPOからの変化-20.34%最新ニュースNew Risk • May 27New major risk - Revenue and earnings growthEarnings have declined by 14% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 14% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥10.4b market cap, or US$65.0m).Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥4.68 (vs JP¥42.26 loss in FY 2025)Full year 2026 results: EPS: JP¥4.68 (up from JP¥42.26 loss in FY 2025). Revenue: JP¥54.8b (flat on FY 2025). Net income: JP¥138.0m (up JP¥1.34b from FY 2025). Profit margin: 0.3% (up from net loss in FY 2025). 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 3% per year, which means it is significantly lagging earnings growth.お知らせ • May 14TBK Co., Ltd., Annual General Meeting, Jun 26, 2026TBK Co., Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • May 10TBK Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026TBK Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥10.74 (vs JP¥3.16 loss in 3Q 2025)Third quarter 2026 results: EPS: JP¥10.74 (up from JP¥3.16 loss in 3Q 2025). Revenue: JP¥13.5b (down 2.8% from 3Q 2025). Net income: JP¥315.0m (up JP¥405.0m from 3Q 2025). Profit margin: 2.3% (up from net loss in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.最新情報をもっと見るRecent updatesNew Risk • May 27New major risk - Revenue and earnings growthEarnings have declined by 14% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 14% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥10.4b market cap, or US$65.0m).Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥4.68 (vs JP¥42.26 loss in FY 2025)Full year 2026 results: EPS: JP¥4.68 (up from JP¥42.26 loss in FY 2025). Revenue: JP¥54.8b (flat on FY 2025). Net income: JP¥138.0m (up JP¥1.34b from FY 2025). Profit margin: 0.3% (up from net loss in FY 2025). 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 3% per year, which means it is significantly lagging earnings growth.お知らせ • May 14TBK Co., Ltd., Annual General Meeting, Jun 26, 2026TBK Co., Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • May 10TBK Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026TBK Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥10.74 (vs JP¥3.16 loss in 3Q 2025)Third quarter 2026 results: EPS: JP¥10.74 (up from JP¥3.16 loss in 3Q 2025). Revenue: JP¥13.5b (down 2.8% from 3Q 2025). Net income: JP¥315.0m (up JP¥405.0m from 3Q 2025). Profit margin: 2.3% (up from net loss in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 56% 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 • Dec 10TBK Co., Ltd. announced that it has received ¥1.137786 billion in fundingOn December 3, 2025, TBK Co., Ltd. closed the transaction.Declared Dividend • Dec 06First half dividend of JP¥4.00 announcedDividend of JP¥4.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 2.3%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 7.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Nov 27We Like The Quality Of TBK's (TSE:7277) EarningsDespite posting healthy earnings, TBK Co., Ltd.'s ( TSE:7277 ) stock has been quite weak. We have done some analysis...お知らせ • Nov 21TBK Co., Ltd. announced that it expects to receive ¥1.137786 billion in fundingTBK Co., Ltd. announced a private placement of 3,269,500 Common Shares of the company at a price per share of ¥348 for gross proceeds of ¥1,137,786,000 on November 21, 2025. The transaction includes participation from Brakes India Private Limited. The transaction is expected to close from December 8, 2025 to December 12, 2025.Reported Earnings • Nov 16Second quarter 2026 earnings released: EPS: JP¥4.14 (vs JP¥37.45 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥4.14 (up from JP¥37.45 loss in 2Q 2025). Revenue: JP¥13.3b (down 5.6% from 2Q 2025). Net income: JP¥118.0m (up JP¥1.19b from 2Q 2025). Profit margin: 0.9% (up from net loss in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Nov 10Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 9.8% to JP¥347. The fair value is estimated to be JP¥283, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years, while earnings per share has been flat.Upcoming Dividend • Sep 22Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.0%).お知らせ • Sep 21TBK Co., Ltd. to Report Q2, 2026 Results on Nov 13, 2025TBK Co., Ltd. announced that they will report Q2, 2026 results on Nov 13, 2025分析記事 • Sep 05With TBK Co., Ltd. (TSE:7277) It Looks Like You'll Get What You Pay ForThere wouldn't be many who think TBK Co., Ltd.'s ( TSE:7277 ) price-to-sales (or "P/S") ratio of 0.2x is worth a...Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥5.41 (vs JP¥6.07 loss in 1Q 2025)First quarter 2026 results: EPS: JP¥5.41 (up from JP¥6.07 loss in 1Q 2025). Revenue: JP¥12.5b (down 1.3% from 1Q 2025). Net income: JP¥154.0m (up JP¥327.0m from 1Q 2025). Profit margin: 1.2% (up from net loss in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 1% per year.Declared Dividend • Jul 09Final dividend of JP¥4.00 announcedShareholders will receive a dividend of JP¥4.00. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 2.6%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (16% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.Board Change • Jul 04Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Keiichi Murata was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Jun 29Full year 2025 earnings released: JP¥42.26 loss per share (vs JP¥11.67 profit in FY 2024)Full year 2025 results: JP¥42.26 loss per share (down from JP¥11.67 profit in FY 2024). Revenue: JP¥54.4b (down 4.0% from FY 2024). Net loss: JP¥1.20b (down 463% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Jun 04TBK Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025TBK Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025Reported Earnings • May 19Full year 2025 earnings released: JP¥42.26 loss per share (vs JP¥11.67 profit in FY 2024)Full year 2025 results: JP¥42.26 loss per share (down from JP¥11.67 profit in FY 2024). Revenue: JP¥54.4b (down 4.0% from FY 2024). Net loss: JP¥1.20b (down 463% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • May 14TBK Co., Ltd., Annual General Meeting, Jun 25, 2025TBK Co., Ltd., Annual General Meeting, Jun 25, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.3%).お知らせ • Mar 04TBK Co., Ltd. to Report Fiscal Year 2025 Results on May 14, 2025TBK Co., Ltd. announced that they will report fiscal year 2025 results on May 14, 2025Reported Earnings • Feb 15Third quarter 2025 earnings released: JP¥3.16 loss per share (vs JP¥1.76 loss in 3Q 2024)Third quarter 2025 results: JP¥3.16 loss per share (further deteriorated from JP¥1.76 loss in 3Q 2024). Revenue: JP¥13.9b (down 1.8% from 3Q 2024). Net loss: JP¥90.0m (loss widened 80% from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • Jan 17TBK Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025TBK Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025Declared Dividend • Dec 06First half dividend of JP¥4.00 announcedShareholders will receive a dividend of JP¥4.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 3.1%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (26% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.Board Change • Nov 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Keiichi Murata was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 09Second quarter 2025 earnings released: JP¥37.45 loss per share (vs JP¥0.70 profit in 2Q 2024)Second quarter 2025 results: JP¥37.45 loss per share (down from JP¥0.70 profit in 2Q 2024). Revenue: JP¥14.1b (down 2.2% from 2Q 2024). Net loss: JP¥1.07b (down JP¥1.09b from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.お知らせ • Oct 06TBK Co., Ltd. to Report Q2, 2025 Results on Nov 07, 2024TBK Co., Ltd. announced that they will report Q2, 2025 results on Nov 07, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.5%).Reported Earnings • Aug 13First quarter 2025 earnings released: JP¥6.07 loss per share (vs JP¥3.10 loss in 1Q 2024)First quarter 2025 results: JP¥6.07 loss per share (further deteriorated from JP¥3.10 loss in 1Q 2024). Revenue: JP¥12.7b (down 4.6% from 1Q 2024). Net loss: JP¥173.0m (loss widened 97% from 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.分析記事 • Aug 06TBK (TSE:7277) Has A Somewhat Strained Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥250, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 8x in the Auto Components industry in Japan. Total loss to shareholders of 35% over the past three years.Declared Dividend • Jul 11Final dividend of JP¥4.00 announcedShareholders will receive a dividend of JP¥4.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 3.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.お知らせ • Jun 02TBK Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024TBK Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024分析記事 • May 22TBK's (TSE:7277) Earnings Are Weaker Than They SeemInvestors were disappointed with TBK Co., Ltd.'s ( TSE:7277 ) earnings, despite the strong profit numbers. We did some...Reported Earnings • May 18Full year 2024 earnings released: EPS: JP¥11.67 (vs JP¥72.75 loss in FY 2023)Full year 2024 results: EPS: JP¥11.67 (up from JP¥72.75 loss in FY 2023). Revenue: JP¥56.7b (up 5.9% from FY 2023). Net income: JP¥332.0m (up JP¥2.40b from FY 2023). Profit margin: 0.6% (up from net loss in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.お知らせ • May 16TBK Co., Ltd., Annual General Meeting, Jun 27, 2024TBK Co., Ltd., Annual General Meeting, Jun 27, 2024.お知らせ • Mar 02TBK Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024TBK Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024Reported Earnings • Feb 10Third quarter 2024 earnings released: JP¥1.76 loss per share (vs JP¥8.63 loss in 3Q 2023)Third quarter 2024 results: JP¥1.76 loss per share (improved from JP¥8.63 loss in 3Q 2023). Revenue: JP¥14.2b (up 5.6% from 3Q 2023). Net loss: JP¥50.0m (loss narrowed 80% from 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Nov 27TBK Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024TBK Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥0.70 (vs JP¥12.93 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥0.70 (up from JP¥12.93 loss in 2Q 2023). Revenue: JP¥14.4b (up 3.7% from 2Q 2023). Net income: JP¥20.0m (up JP¥387.0m from 2Q 2023). Profit margin: 0.1% (up from net loss in 2Q 2023). Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 4% per year.お知らせ • Aug 30TBK Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023TBK Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023Reported Earnings • Aug 12First quarter 2024 earnings released: JP¥3.10 loss per share (vs JP¥2.47 loss in 1Q 2023)First quarter 2024 results: JP¥3.10 loss per share (further deteriorated from JP¥2.47 loss in 1Q 2023). Revenue: JP¥13.3b (up 8.1% from 1Q 2023). Net loss: JP¥88.0m (loss widened 26% from 1Q 2023). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Board Change • Jul 29Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Keiichi Murata was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Jun 16New 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 5.2% 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 Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 24% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Market cap is less than US$100m (JP¥10.3b market cap, or US$73.1m).お知らせ • May 28TBK Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023TBK Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023Reported Earnings • May 16Full year 2023 earnings released: JP¥72.74 loss per share (vs JP¥27.60 profit in FY 2022)Full year 2023 results: JP¥72.74 loss per share (down from JP¥27.60 profit in FY 2022). Revenue: JP¥53.5b (up 4.5% from FY 2022). Net loss: JP¥2.07b (down 364% from profit in FY 2022). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • May 12+ 1 more updateTBK Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024TBK Co., Ltd. provided consolidated earnings guidance for the full year ending March 31, 2024. For the year, the company expects net sales of ¥57,000 million, operating profit of ¥1,000 million, Profit attributable to owners of parent of ¥700 million and Basic earnings per share of ¥24.65.お知らせ • May 11TBK Co., Ltd., Annual General Meeting, Jun 29, 2023TBK Co., Ltd., Annual General Meeting, Jun 29, 2023.Reported Earnings • Feb 12Third quarter 2023 earnings released: JP¥8.63 loss per share (vs JP¥5.18 loss in 3Q 2022)Third quarter 2023 results: JP¥8.63 loss per share (further deteriorated from JP¥5.18 loss in 3Q 2022). Revenue: JP¥13.4b (up 7.6% from 3Q 2022). Net loss: JP¥245.0m (loss widened 67% from 3Q 2022). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.お知らせ • Feb 09+ 1 more updateTBK Co., Ltd. Omits to Pay Dividend for the Year Ending March 2023TBK Co., Ltd. omitted to pay dividend for the year ending March 2023.お知らせ • Nov 27TBK Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023TBK Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Keiichi Murata was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Nov 12+ 1 more updateTBK Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023TBK Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales of JPY 53,000 million, operating loss of JPY 900 million, loss attributable to owners of parent of JPY 600 million and basic loss per share of JPY 21.14.Reported Earnings • Nov 12Second quarter 2023 earnings released: JP¥12.93 loss per share (vs JP¥8.28 profit in 2Q 2022)Second quarter 2023 results: JP¥12.93 loss per share (down from JP¥8.28 profit in 2Q 2022). Revenue: JP¥13.9b (up 7.8% from 2Q 2022). Net loss: JP¥367.0m (down 256% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.1%).お知らせ • Aug 31TBK Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022TBK Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022お知らせ • Aug 12TBK Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023TBK Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales of JPY 52,000 million, operating profit of JPY 900 million, profit attributable to owners of parent of JPY 500 million and basic earnings per share of JPY 17.62.Reported Earnings • Aug 12First quarter 2023 earnings released: JP¥2.47 loss per share (vs JP¥23.16 profit in 1Q 2022)First quarter 2023 results: JP¥2.47 loss per share (down from JP¥23.16 profit in 1Q 2022). Revenue: JP¥12.3b (down 7.2% from 1Q 2022). Net loss: JP¥70.0m (down 111% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Jun 29TBK Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022TBK Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥27.60 (vs JP¥6.73 loss in FY 2021)Full year 2022 results: EPS: JP¥27.60 (up from JP¥6.73 loss in FY 2021). Revenue: JP¥51.2b (up 17% from FY 2021). Net income: JP¥783.0m (up JP¥974.0m from FY 2021). Profit margin: 1.5% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • May 14TBK Co., Ltd., Annual General Meeting, Jun 29, 2022TBK Co., Ltd., Annual General Meeting, Jun 29, 2022.お知らせ • May 13+ 2 more updatesTBK Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023TBK Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales of JPY 52,000 million, operating profit of JPY 900 million, profit attributable to owners of parent of JPY 500 million and basic earnings per share of JPY 17.62.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 2 highly experienced directors. 2 independent directors (4 non-independent directors). Independent External Director Masayuki Yamazaki was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 08TBK Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022TBK Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (3.0%).Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥5.18 loss per share (down from JP¥17.10 profit in 3Q 2021). Revenue: JP¥12.5b (up 8.4% from 3Q 2021). Net loss: JP¥147.0m (down 130% from profit in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Feb 09+ 1 more updateTBK Co., Ltd. Provides Dividend Guidance for the Second Quarter and Full Year Ending March 31, 2022TBK Co., Ltd. provided dividend guidance for the second quarter and full year ending March 31, 2022. For the quarter, the company expects the dividend to be JPY 5.0 per share. For the full year, the company expects dividend to be JPY 5.00 per share against JPY 3.00 per share a year ago.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥8.28 (vs JP¥9.17 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥12.9b (up 20% from 2Q 2021). Net income: JP¥235.0m (down 9.6% from 2Q 2021). Profit margin: 1.8% (down from 2.4% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥23.16 (vs JP¥14.21 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥13.3b (up 52% from 1Q 2021). Net income: JP¥657.0m (up JP¥1.06b from 1Q 2021). Profit margin: 4.9% (up from net loss in 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.Reported Earnings • May 15Full year 2021 earnings released: JP¥6.73 loss per share (vs JP¥107 loss in FY 2020)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2021 results: Revenue: JP¥44.0b (down 14% from FY 2020). Net loss: JP¥191.0m (loss narrowed 94% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.9%).お知らせ • Mar 04TBK Co., Ltd. to Report Fiscal Year 2021 Results on May 13, 2021TBK Co., Ltd. announced that they will report fiscal year 2021 results on May 13, 2021Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥17.10 (vs JP¥1.65 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥11.5b (down 7.4% from 3Q 2020). Net income: JP¥485.0m (up JP¥437.0m from 3Q 2020). Profit margin: 4.2% (up from 0.4% in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.お知らせ • Sep 03TBK Co., Ltd. to Report Q2, 2021 Results on Nov 10, 2020TBK Co., Ltd. announced that they will report Q2, 2021 results on Nov 10, 2020お知らせ • Jun 19TBK Co., Ltd. to Report Q1, 2021 Results on Aug 06, 2020TBK Co., Ltd. announced that they will report Q1, 2021 results on Aug 06, 2020株主還元7277JP Auto ComponentsJP 市場7D0.9%-6.8%-1.4%1Y13.6%59.1%41.1%株主還元を見る業界別リターン: 7277過去 1 年間で59.1 % の収益を上げたJP Auto Components業界を下回りました。リターン対市場: 7277は、過去 1 年間で41.1 % のリターンを上げたJP市場を下回りました。価格変動Is 7277's price volatile compared to industry and market?7277 volatility7277 Average Weekly Movement3.2%Auto Components Industry Average Movement4.6%Market Average Movement4.6%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.4%安定した株価: 7277 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 7277の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19481,880Kaoru Ogatawww.tbk-jp.com株式会社TBKは日本でブレーキ、オイルポンプ、エンジンウォーターポンプを開発、生産、販売している。ドラムブレーキ、ディスクブレーキ、回生式・電磁式リターダー、アスベストフリーブレーキライニング・パッドなど。また、各種自動車、産業機械、建設機械、商用車用のウォーターポンプ、オイルポンプ、電動ポンプ、シリンダーヘッド、クランクケース、カムシャフトなどのエンジンユニット、ベアリングハウジング、エンジンアシストシステムを提供している。同社は1948年に設立され、東京に本社を置いている。もっと見るTBK Co., Ltd. 基礎のまとめTBK の収益と売上を時価総額と比較するとどうか。7277 基礎統計学時価総額JP¥10.32b収益（TTM）-JP¥131.00m売上高(TTM)JP¥54.76b0.2xP/Sレシオ-78.8xPER（株価収益率7277 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計7277 損益計算書（TTM）収益JP¥54.76b売上原価JP¥47.93b売上総利益JP¥6.83bその他の費用JP¥6.96b収益-JP¥131.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-4.12グロス・マージン12.46%純利益率-0.24%有利子負債／自己資本比率24.0%7277 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.5%現在の配当利回り16%配当性向7277 配当は確実ですか？7277 配当履歴とベンチマークを見る7277 、いつまでに購入すれば配当金を受け取れますか？TBK 配当日配当落ち日Mar 30 2026配当支払日Jun 29 2026配当落ちまでの日数75 days配当支払日までの日数16 days7277 配当は確実ですか？7277 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/12 09:49終値2026/06/12 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋TBK Co., Ltd. 0 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。1 アナリスト機関Ken IrisawaMarusan Securities Co. Ltd.
New Risk • May 27New major risk - Revenue and earnings growthEarnings have declined by 14% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 14% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥10.4b market cap, or US$65.0m).
Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥4.68 (vs JP¥42.26 loss in FY 2025)Full year 2026 results: EPS: JP¥4.68 (up from JP¥42.26 loss in FY 2025). Revenue: JP¥54.8b (flat on FY 2025). Net income: JP¥138.0m (up JP¥1.34b from FY 2025). Profit margin: 0.3% (up from net loss in FY 2025). 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 3% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14TBK Co., Ltd., Annual General Meeting, Jun 26, 2026TBK Co., Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • May 10TBK Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026TBK Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥10.74 (vs JP¥3.16 loss in 3Q 2025)Third quarter 2026 results: EPS: JP¥10.74 (up from JP¥3.16 loss in 3Q 2025). Revenue: JP¥13.5b (down 2.8% from 3Q 2025). Net income: JP¥315.0m (up JP¥405.0m from 3Q 2025). Profit margin: 2.3% (up from net loss in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
New Risk • May 27New major risk - Revenue and earnings growthEarnings have declined by 14% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 14% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥10.4b market cap, or US$65.0m).
Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥4.68 (vs JP¥42.26 loss in FY 2025)Full year 2026 results: EPS: JP¥4.68 (up from JP¥42.26 loss in FY 2025). Revenue: JP¥54.8b (flat on FY 2025). Net income: JP¥138.0m (up JP¥1.34b from FY 2025). Profit margin: 0.3% (up from net loss in FY 2025). 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 3% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14TBK Co., Ltd., Annual General Meeting, Jun 26, 2026TBK Co., Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • May 10TBK Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026TBK Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥10.74 (vs JP¥3.16 loss in 3Q 2025)Third quarter 2026 results: EPS: JP¥10.74 (up from JP¥3.16 loss in 3Q 2025). Revenue: JP¥13.5b (down 2.8% from 3Q 2025). Net income: JP¥315.0m (up JP¥405.0m from 3Q 2025). Profit margin: 2.3% (up from net loss in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 56% 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 • Dec 10TBK Co., Ltd. announced that it has received ¥1.137786 billion in fundingOn December 3, 2025, TBK Co., Ltd. closed the transaction.
Declared Dividend • Dec 06First half dividend of JP¥4.00 announcedDividend of JP¥4.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 2.3%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 7.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 27We Like The Quality Of TBK's (TSE:7277) EarningsDespite posting healthy earnings, TBK Co., Ltd.'s ( TSE:7277 ) stock has been quite weak. We have done some analysis...
お知らせ • Nov 21TBK Co., Ltd. announced that it expects to receive ¥1.137786 billion in fundingTBK Co., Ltd. announced a private placement of 3,269,500 Common Shares of the company at a price per share of ¥348 for gross proceeds of ¥1,137,786,000 on November 21, 2025. The transaction includes participation from Brakes India Private Limited. The transaction is expected to close from December 8, 2025 to December 12, 2025.
Reported Earnings • Nov 16Second quarter 2026 earnings released: EPS: JP¥4.14 (vs JP¥37.45 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥4.14 (up from JP¥37.45 loss in 2Q 2025). Revenue: JP¥13.3b (down 5.6% from 2Q 2025). Net income: JP¥118.0m (up JP¥1.19b from 2Q 2025). Profit margin: 0.9% (up from net loss in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Nov 10Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 9.8% to JP¥347. The fair value is estimated to be JP¥283, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years, while earnings per share has been flat.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.0%).
お知らせ • Sep 21TBK Co., Ltd. to Report Q2, 2026 Results on Nov 13, 2025TBK Co., Ltd. announced that they will report Q2, 2026 results on Nov 13, 2025
分析記事 • Sep 05With TBK Co., Ltd. (TSE:7277) It Looks Like You'll Get What You Pay ForThere wouldn't be many who think TBK Co., Ltd.'s ( TSE:7277 ) price-to-sales (or "P/S") ratio of 0.2x is worth a...
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥5.41 (vs JP¥6.07 loss in 1Q 2025)First quarter 2026 results: EPS: JP¥5.41 (up from JP¥6.07 loss in 1Q 2025). Revenue: JP¥12.5b (down 1.3% from 1Q 2025). Net income: JP¥154.0m (up JP¥327.0m from 1Q 2025). Profit margin: 1.2% (up from net loss in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 1% per year.
Declared Dividend • Jul 09Final dividend of JP¥4.00 announcedShareholders will receive a dividend of JP¥4.00. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 2.6%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (16% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
Board Change • Jul 04Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Keiichi Murata was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jun 29Full year 2025 earnings released: JP¥42.26 loss per share (vs JP¥11.67 profit in FY 2024)Full year 2025 results: JP¥42.26 loss per share (down from JP¥11.67 profit in FY 2024). Revenue: JP¥54.4b (down 4.0% from FY 2024). Net loss: JP¥1.20b (down 463% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 04TBK Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025TBK Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025
Reported Earnings • May 19Full year 2025 earnings released: JP¥42.26 loss per share (vs JP¥11.67 profit in FY 2024)Full year 2025 results: JP¥42.26 loss per share (down from JP¥11.67 profit in FY 2024). Revenue: JP¥54.4b (down 4.0% from FY 2024). Net loss: JP¥1.20b (down 463% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • May 14TBK Co., Ltd., Annual General Meeting, Jun 25, 2025TBK Co., Ltd., Annual General Meeting, Jun 25, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.3%).
お知らせ • Mar 04TBK Co., Ltd. to Report Fiscal Year 2025 Results on May 14, 2025TBK Co., Ltd. announced that they will report fiscal year 2025 results on May 14, 2025
Reported Earnings • Feb 15Third quarter 2025 earnings released: JP¥3.16 loss per share (vs JP¥1.76 loss in 3Q 2024)Third quarter 2025 results: JP¥3.16 loss per share (further deteriorated from JP¥1.76 loss in 3Q 2024). Revenue: JP¥13.9b (down 1.8% from 3Q 2024). Net loss: JP¥90.0m (loss widened 80% from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 17TBK Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025TBK Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025
Declared Dividend • Dec 06First half dividend of JP¥4.00 announcedShareholders will receive a dividend of JP¥4.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 3.1%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (26% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
Board Change • Nov 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Keiichi Murata was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 09Second quarter 2025 earnings released: JP¥37.45 loss per share (vs JP¥0.70 profit in 2Q 2024)Second quarter 2025 results: JP¥37.45 loss per share (down from JP¥0.70 profit in 2Q 2024). Revenue: JP¥14.1b (down 2.2% from 2Q 2024). Net loss: JP¥1.07b (down JP¥1.09b from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 06TBK Co., Ltd. to Report Q2, 2025 Results on Nov 07, 2024TBK Co., Ltd. announced that they will report Q2, 2025 results on Nov 07, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.5%).
Reported Earnings • Aug 13First quarter 2025 earnings released: JP¥6.07 loss per share (vs JP¥3.10 loss in 1Q 2024)First quarter 2025 results: JP¥6.07 loss per share (further deteriorated from JP¥3.10 loss in 1Q 2024). Revenue: JP¥12.7b (down 4.6% from 1Q 2024). Net loss: JP¥173.0m (loss widened 97% from 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.
分析記事 • Aug 06TBK (TSE:7277) Has A Somewhat Strained Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥250, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 8x in the Auto Components industry in Japan. Total loss to shareholders of 35% over the past three years.
Declared Dividend • Jul 11Final dividend of JP¥4.00 announcedShareholders will receive a dividend of JP¥4.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 3.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
お知らせ • Jun 02TBK Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024TBK Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024
分析記事 • May 22TBK's (TSE:7277) Earnings Are Weaker Than They SeemInvestors were disappointed with TBK Co., Ltd.'s ( TSE:7277 ) earnings, despite the strong profit numbers. We did some...
Reported Earnings • May 18Full year 2024 earnings released: EPS: JP¥11.67 (vs JP¥72.75 loss in FY 2023)Full year 2024 results: EPS: JP¥11.67 (up from JP¥72.75 loss in FY 2023). Revenue: JP¥56.7b (up 5.9% from FY 2023). Net income: JP¥332.0m (up JP¥2.40b from FY 2023). Profit margin: 0.6% (up from net loss in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.
お知らせ • May 16TBK Co., Ltd., Annual General Meeting, Jun 27, 2024TBK Co., Ltd., Annual General Meeting, Jun 27, 2024.
お知らせ • Mar 02TBK Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024TBK Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
Reported Earnings • Feb 10Third quarter 2024 earnings released: JP¥1.76 loss per share (vs JP¥8.63 loss in 3Q 2023)Third quarter 2024 results: JP¥1.76 loss per share (improved from JP¥8.63 loss in 3Q 2023). Revenue: JP¥14.2b (up 5.6% from 3Q 2023). Net loss: JP¥50.0m (loss narrowed 80% from 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 27TBK Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024TBK Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥0.70 (vs JP¥12.93 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥0.70 (up from JP¥12.93 loss in 2Q 2023). Revenue: JP¥14.4b (up 3.7% from 2Q 2023). Net income: JP¥20.0m (up JP¥387.0m from 2Q 2023). Profit margin: 0.1% (up from net loss in 2Q 2023). Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 4% per year.
お知らせ • Aug 30TBK Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023TBK Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023
Reported Earnings • Aug 12First quarter 2024 earnings released: JP¥3.10 loss per share (vs JP¥2.47 loss in 1Q 2023)First quarter 2024 results: JP¥3.10 loss per share (further deteriorated from JP¥2.47 loss in 1Q 2023). Revenue: JP¥13.3b (up 8.1% from 1Q 2023). Net loss: JP¥88.0m (loss widened 26% from 1Q 2023). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Board Change • Jul 29Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Keiichi Murata was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Jun 16New 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 5.2% 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 Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 24% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Market cap is less than US$100m (JP¥10.3b market cap, or US$73.1m).
お知らせ • May 28TBK Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023TBK Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
Reported Earnings • May 16Full year 2023 earnings released: JP¥72.74 loss per share (vs JP¥27.60 profit in FY 2022)Full year 2023 results: JP¥72.74 loss per share (down from JP¥27.60 profit in FY 2022). Revenue: JP¥53.5b (up 4.5% from FY 2022). Net loss: JP¥2.07b (down 364% from profit in FY 2022). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • May 12+ 1 more updateTBK Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024TBK Co., Ltd. provided consolidated earnings guidance for the full year ending March 31, 2024. For the year, the company expects net sales of ¥57,000 million, operating profit of ¥1,000 million, Profit attributable to owners of parent of ¥700 million and Basic earnings per share of ¥24.65.
お知らせ • May 11TBK Co., Ltd., Annual General Meeting, Jun 29, 2023TBK Co., Ltd., Annual General Meeting, Jun 29, 2023.
Reported Earnings • Feb 12Third quarter 2023 earnings released: JP¥8.63 loss per share (vs JP¥5.18 loss in 3Q 2022)Third quarter 2023 results: JP¥8.63 loss per share (further deteriorated from JP¥5.18 loss in 3Q 2022). Revenue: JP¥13.4b (up 7.6% from 3Q 2022). Net loss: JP¥245.0m (loss widened 67% from 3Q 2022). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
お知らせ • Feb 09+ 1 more updateTBK Co., Ltd. Omits to Pay Dividend for the Year Ending March 2023TBK Co., Ltd. omitted to pay dividend for the year ending March 2023.
お知らせ • Nov 27TBK Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023TBK Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Keiichi Murata was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Nov 12+ 1 more updateTBK Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023TBK Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales of JPY 53,000 million, operating loss of JPY 900 million, loss attributable to owners of parent of JPY 600 million and basic loss per share of JPY 21.14.
Reported Earnings • Nov 12Second quarter 2023 earnings released: JP¥12.93 loss per share (vs JP¥8.28 profit in 2Q 2022)Second quarter 2023 results: JP¥12.93 loss per share (down from JP¥8.28 profit in 2Q 2022). Revenue: JP¥13.9b (up 7.8% from 2Q 2022). Net loss: JP¥367.0m (down 256% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.1%).
お知らせ • Aug 31TBK Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022TBK Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022
お知らせ • Aug 12TBK Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023TBK Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales of JPY 52,000 million, operating profit of JPY 900 million, profit attributable to owners of parent of JPY 500 million and basic earnings per share of JPY 17.62.
Reported Earnings • Aug 12First quarter 2023 earnings released: JP¥2.47 loss per share (vs JP¥23.16 profit in 1Q 2022)First quarter 2023 results: JP¥2.47 loss per share (down from JP¥23.16 profit in 1Q 2022). Revenue: JP¥12.3b (down 7.2% from 1Q 2022). Net loss: JP¥70.0m (down 111% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Jun 29TBK Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022TBK Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022
Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥27.60 (vs JP¥6.73 loss in FY 2021)Full year 2022 results: EPS: JP¥27.60 (up from JP¥6.73 loss in FY 2021). Revenue: JP¥51.2b (up 17% from FY 2021). Net income: JP¥783.0m (up JP¥974.0m from FY 2021). Profit margin: 1.5% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • May 14TBK Co., Ltd., Annual General Meeting, Jun 29, 2022TBK Co., Ltd., Annual General Meeting, Jun 29, 2022.
お知らせ • May 13+ 2 more updatesTBK Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023TBK Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales of JPY 52,000 million, operating profit of JPY 900 million, profit attributable to owners of parent of JPY 500 million and basic earnings per share of JPY 17.62.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 2 highly experienced directors. 2 independent directors (4 non-independent directors). Independent External Director Masayuki Yamazaki was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 08TBK Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022TBK Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (3.0%).
Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥5.18 loss per share (down from JP¥17.10 profit in 3Q 2021). Revenue: JP¥12.5b (up 8.4% from 3Q 2021). Net loss: JP¥147.0m (down 130% from profit in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Feb 09+ 1 more updateTBK Co., Ltd. Provides Dividend Guidance for the Second Quarter and Full Year Ending March 31, 2022TBK Co., Ltd. provided dividend guidance for the second quarter and full year ending March 31, 2022. For the quarter, the company expects the dividend to be JPY 5.0 per share. For the full year, the company expects dividend to be JPY 5.00 per share against JPY 3.00 per share a year ago.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥8.28 (vs JP¥9.17 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥12.9b (up 20% from 2Q 2021). Net income: JP¥235.0m (down 9.6% from 2Q 2021). Profit margin: 1.8% (down from 2.4% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥23.16 (vs JP¥14.21 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥13.3b (up 52% from 1Q 2021). Net income: JP¥657.0m (up JP¥1.06b from 1Q 2021). Profit margin: 4.9% (up from net loss in 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 15Full year 2021 earnings released: JP¥6.73 loss per share (vs JP¥107 loss in FY 2020)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2021 results: Revenue: JP¥44.0b (down 14% from FY 2020). Net loss: JP¥191.0m (loss narrowed 94% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.9%).
お知らせ • Mar 04TBK Co., Ltd. to Report Fiscal Year 2021 Results on May 13, 2021TBK Co., Ltd. announced that they will report fiscal year 2021 results on May 13, 2021
Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥17.10 (vs JP¥1.65 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥11.5b (down 7.4% from 3Q 2020). Net income: JP¥485.0m (up JP¥437.0m from 3Q 2020). Profit margin: 4.2% (up from 0.4% in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 03TBK Co., Ltd. to Report Q2, 2021 Results on Nov 10, 2020TBK Co., Ltd. announced that they will report Q2, 2021 results on Nov 10, 2020
お知らせ • Jun 19TBK Co., Ltd. to Report Q1, 2021 Results on Aug 06, 2020TBK Co., Ltd. announced that they will report Q1, 2021 results on Aug 06, 2020
