View ValuationTBK 将来の成長Future 基準チェック /06現在、 TBKの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Auto Components 収益成長9.8%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報お知らせ • 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 • 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.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.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.すべての更新を表示Recent updatesお知らせ • Jul 09TBK Co., Ltd. to Report Q1, 2027 Results on Aug 06, 2026TBK Co., Ltd. announced that they will report Q1, 2027 results on Aug 06, 2026New Risk • Jul 06New 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¥10.2b market cap, or US$63.4m).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.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 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、TBK は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:7277 - 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3/31/202654,756-1311,1714,001N/A12/31/202553,071713N/AN/AN/A9/30/202553,4673081,6153,934N/A6/30/202554,252-877N/AN/AN/A3/31/202554,415-1,2041,3863,894N/A12/31/202455,484-880N/AN/AN/A9/30/202455,732-8408713,612N/A6/30/202456,048247N/AN/AN/A3/31/202456,659332-3213,163N/A12/31/202355,792-1,501N/AN/AN/A9/30/202355,037-1,696-1,1363,317N/A6/30/202354,519-2,083N/AN/AN/A3/31/202353,522-2,065-1,4342,539N/A12/31/202252,191-644N/AN/AN/A9/30/202251,242-546-4282,426N/A6/30/202250,23656N/AN/AN/A3/31/202251,1947831,8014,292N/A12/31/202151,578212N/AN/AN/A9/30/202150,6178443,0345,377N/A6/30/202148,509869N/AN/AN/A3/31/202143,956-1913,1665,565N/A12/31/202043,774-3,032N/AN/AN/A9/30/202044,696-3,4692,6875,432N/A6/30/202047,389-3,750N/AN/AN/A3/31/202051,340-3,116-3853,765N/A12/31/201952,075489N/AN/AN/A9/30/201953,184757N/A4,225N/A6/30/201953,283986N/AN/AN/A3/31/201953,6371,029N/A6,256N/A12/31/201853,300538N/AN/AN/A9/30/201852,990710N/A4,206N/A6/30/201852,3471,020N/AN/AN/A3/31/201851,3531,033N/A2,530N/A12/31/201750,64947N/AN/AN/A9/30/201749,188130N/A4,843N/A6/30/201747,575-33N/AN/AN/A3/31/201746,640-82N/A5,908N/A12/31/201646,9791,034N/AN/AN/A9/30/201646,521690N/A4,392N/A6/30/201646,554525N/AN/AN/A3/31/201647,086633N/A3,535N/A12/31/201546,2811,266N/AN/AN/A9/30/201546,9321,565N/A4,285N/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: 7277の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 7277の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 7277の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 7277の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 7277の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: 7277の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘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2026/07/16 16:29終値2026/07/16 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.
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 • 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.
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.
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.
お知らせ • Jul 09TBK Co., Ltd. to Report Q1, 2027 Results on Aug 06, 2026TBK Co., Ltd. announced that they will report Q1, 2027 results on Aug 06, 2026
New Risk • Jul 06New 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¥10.2b market cap, or US$63.4m).
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