EXEDY（7278）株式概要エクセディ株式会社は、子会社とともに、日本、アメリカ、アジア、オセアニアおよびその他の地域において、自動車用マニュアルトランスミッション、オートマチックトランスミッション、およびドライブトランスミッションの製造・販売を行っています。 詳細7278 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績3/6財務の健全性5/6配当金5/6報酬当社が推定した公正価値より65.8%で取引されている 収益は年間4.77%増加すると予測されています リスク分析不安定な配当実績 すべてのリスクチェックを見る7278 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW477,249 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA477,249 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥6.04k33.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-9b314b2016201920222025202620282031Revenue JP¥313.8bEarnings JP¥14.7bAdvancedSet Fair ValueView all narrativesEXEDY Corporation 競合他社TS TECHSymbol: TSE:7313Market cap: JP¥214.5bMusashi Seimitsu IndustrySymbol: TSE:7220Market cap: JP¥211.4bKYBSymbol: TSE:7242Market cap: JP¥181.8bTokai RikaSymbol: TSE:6995Market cap: JP¥270.2b価格と性能株価の高値、安値、推移の概要EXEDY過去の株価現在の株価JP¥6,040.0052週高値JP¥6,290.0052週安値JP¥4,725.00ベータ0.211ヶ月の変化2.55%3ヶ月変化2.72%1年変化25.96%3年間の変化146.53%5年間の変化256.55%IPOからの変化284.71%最新ニュースReported Earnings • 16hFirst quarter 2027 earnings released: EPS: JP¥93.27 (vs JP¥74.40 in 1Q 2026)First quarter 2027 results: EPS: JP¥93.27 (up from JP¥74.40 in 1Q 2026). Revenue: JP¥75.1b (up 4.5% from 1Q 2026). Net income: JP¥3.40b (up 25% from 1Q 2026). Profit margin: 4.5% (up from 3.8% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.2% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jul 25Final dividend of JP¥175 announcedShareholders will receive a dividend of JP¥175. Ex-date: 29th September 2026 Payment date: 25th November 2026 Dividend yield will be 5.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (80% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 4 highly experienced directors. Auditor Ryu Suzuki was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Jun 30EXEDY Corporation to Report Q1, 2027 Results on Jul 30, 2026EXEDY Corporation announced that they will report Q1, 2027 results on Jul 30, 2026Reported Earnings • Jun 19Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥374 (up from JP¥304 in FY 2025). Revenue: JP¥303.9b (down 1.8% from FY 2025). Net income: JP¥13.7b (up 7.3% from FY 2025). Profit margin: 4.5% (up from 4.1% in FY 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 4.1%. Revenue is forecast to stay flat during the next 3 years compared to a 4.3% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.分析記事 • May 04Why EXEDY's (TSE:7278) Earnings Are Better Than They SeemInvestors signalled that they were pleased with EXEDY Corporation's ( TSE:7278 ) most recent earnings report. According...最新情報をもっと見るRecent updatesReported Earnings • 16hFirst quarter 2027 earnings released: EPS: JP¥93.27 (vs JP¥74.40 in 1Q 2026)First quarter 2027 results: EPS: JP¥93.27 (up from JP¥74.40 in 1Q 2026). Revenue: JP¥75.1b (up 4.5% from 1Q 2026). Net income: JP¥3.40b (up 25% from 1Q 2026). Profit margin: 4.5% (up from 3.8% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.2% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jul 25Final dividend of JP¥175 announcedShareholders will receive a dividend of JP¥175. Ex-date: 29th September 2026 Payment date: 25th November 2026 Dividend yield will be 5.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (80% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 4 highly experienced directors. Auditor Ryu Suzuki was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Jun 30EXEDY Corporation to Report Q1, 2027 Results on Jul 30, 2026EXEDY Corporation announced that they will report Q1, 2027 results on Jul 30, 2026Reported Earnings • Jun 19Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥374 (up from JP¥304 in FY 2025). Revenue: JP¥303.9b (down 1.8% from FY 2025). Net income: JP¥13.7b (up 7.3% from FY 2025). Profit margin: 4.5% (up from 4.1% in FY 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 4.1%. Revenue is forecast to stay flat during the next 3 years compared to a 4.3% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.分析記事 • May 04Why EXEDY's (TSE:7278) Earnings Are Better Than They SeemInvestors signalled that they were pleased with EXEDY Corporation's ( TSE:7278 ) most recent earnings report. According...お知らせ • Apr 28EXEDY Corporation (TSE:7278) announces an Equity Buyback for 2,000,000 shares, representing 5.47% for ¥8,000 million.EXEDY Corporation (TSE:7278) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 5.47% of its issued share capital, for ¥8,000 million. The purpose of the program is to improve capital efficiency and return to shareholders. The program is valid till December 31, 2026. As of March 31, 2026, there are 36,539,390 outstanding shares (excluding treasury stock) and 12,054,346 treasury shares.Reported Earnings • Apr 28Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥374 (up from JP¥304 in FY 2025). Revenue: JP¥303.9b (down 1.8% from FY 2025). Net income: JP¥13.7b (up 7.3% from FY 2025). Profit margin: 4.5% (up from 4.1% in FY 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 4.1%. Revenue is forecast to stay flat during the next 2 years compared to a 3.8% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 27EXEDY Corporation, Annual General Meeting, Jun 19, 2026EXEDY Corporation, Annual General Meeting, Jun 19, 2026.お知らせ • Apr 21EXEDY Corporation to Report Fiscal Year 2026 Results on Apr 27, 2026EXEDY Corporation announced that they will report fiscal year 2026 results on Apr 27, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥150 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 5.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).お知らせ • Feb 21EXEDY Corporation (TSE:7278) agreed to acquire Protean Electric Limited from BD Auto And Energy Ltd. for ¥5.1 billion.EXEDY Corporation (TSE:7278) agreed to acquire Protean Electric Limited from BD Auto And Energy Ltd. for ¥5.1 billion on February 20, 2026. Following the acquisition, Protean Electric Limited would become a wholly owned subsidiary of EXEDY Corporation. For the period ending December 31, 2025, Protean Electric Limited reported total revenue of ¥7.09 million and operating loss of ¥4.61 million. As of December 31, 2025, Protean Electric Limited reported total assets of ¥5.33 million and net liabilities of ¥89.5 million. The date of conclusion of the agreement and date of commencement of share transfer are planned on February 26, 2026.Reported Earnings • Jan 29Third quarter 2026 earnings released: EPS: JP¥132 (vs JP¥94.79 in 3Q 2025)Third quarter 2026 results: EPS: JP¥132 (up from JP¥94.79 in 3Q 2025). Revenue: JP¥78.3b (down 1.6% from 3Q 2025). Net income: JP¥4.81b (up 24% from 3Q 2025). Profit margin: 6.1% (up from 4.9% in 3Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 2.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 28EXEDY Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026EXEDY Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company now expects net sales of JPY 300,000 million against previous guidance of JPY 295,000 million, operating profit of JPY 22,000 million against previous guidance of JPY 21,000 million, Profit Attributable to Owners of Parent of JPY 13,500 million against previous guidance of JPY 12,500 million, earnings per share of JPY 369.36 against previous guidance of JPY 341.99 Reason for the revision: The outlook for the global economy remains uncertain due to the spread of protectionist movements, but the Company have revised its Consolidated Financial Results Forecast, based on current demand, as described above because the exchange rate has shifted to a weaker yen than expected and 3rd Quarter results of the Company exceeded its previous forecast.お知らせ • Jan 06EXEDY Corporation to Report Q3, 2026 Results on Jan 28, 2026EXEDY Corporation announced that they will report Q3, 2026 results at 3:00 PM, Tokyo Standard Time on Jan 28, 2026Declared Dividend • Nov 26First half dividend of JP¥150 announcedShareholders will receive a dividend of JP¥150. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 5.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: JP¥97.31 (vs JP¥64.82 in 2Q 2025)Second quarter 2026 results: EPS: JP¥97.31 (up from JP¥64.82 in 2Q 2025). Revenue: JP¥76.3b (down 2.7% from 2Q 2025). Net income: JP¥3.56b (up 28% from 2Q 2025). Profit margin: 4.7% (up from 3.5% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 3.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 44% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥150 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 25 November 2025. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 5.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.0%).分析記事 • Sep 09Returns At EXEDY (TSE:7278) Are On The Way UpFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Price Target Changed • Sep 05Price target increased by 32% to JP¥4,900Up from JP¥3,700, the current price target is provided by 1 analyst. New target price is 9.8% below last closing price of JP¥5,430. Stock is up 78% over the past year. The company is forecast to post earnings per share of JP¥358 for next year compared to JP¥304 last year.お知らせ • Sep 01EXEDY Corporation to Report Q2, 2026 Results on Oct 29, 2025EXEDY Corporation announced that they will report Q2, 2026 results on Oct 29, 2025Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: JP¥74.40 (vs JP¥76.61 in 1Q 2025)First quarter 2026 results: EPS: JP¥74.40 (down from JP¥76.61 in 1Q 2025). Revenue: JP¥71.9b (down 4.7% from 1Q 2025). Net income: JP¥2.72b (down 23% from 1Q 2025). Profit margin: 3.8% (down from 4.7% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.7% p.a. on average during the next 3 years, while revenues in the Auto Components industry in Japan are expected to grow by 2.6%. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 41% per year, which means it is well ahead of earnings.Declared Dividend • Jul 09Final dividend of JP¥125 announcedShareholders will receive a dividend of JP¥125. Ex-date: 29th September 2025 Payment date: 25th November 2025 Dividend yield will be 6.6%, 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 (39% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time.お知らせ • Jul 08EXEDY Corporation to Report Q1, 2026 Results on Jul 29, 2025EXEDY Corporation announced that they will report Q1, 2026 results on Jul 29, 2025Reported Earnings • Jul 01Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥304 (up from JP¥213 loss in FY 2024). Revenue: JP¥309.6b (flat on FY 2024). Net income: JP¥12.7b (up JP¥22.8b from FY 2024). Profit margin: 4.1% (up from net loss in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is expected to decline by 2.0% p.a. on average during the next 3 years, while revenues in the Auto Components industry in Japan are expected to grow by 2.7%. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.Reported Earnings • Apr 25Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥304 (up from JP¥213 loss in FY 2024). Revenue: JP¥309.6b (flat on FY 2024). Net income: JP¥12.7b (up JP¥22.8b from FY 2024). Profit margin: 4.1% (up from net loss in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to stay flat during the next 2 years compared to a 3.1% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 40% per year, which means it is well ahead of earnings.お知らせ • Apr 24EXEDY Corporation, Annual General Meeting, Jun 25, 2025EXEDY Corporation, Annual General Meeting, Jun 25, 2025.分析記事 • Apr 15Slowing Rates Of Return At EXEDY (TSE:7278) Leave Little Room For ExcitementIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Mar 27Exedy Corporation Announces Executive ChangesEXEDY Corporation announced that at its board meeting held on March 27, 2025, it resolved following chanages: Retiring Directors: Junji Yamakawa (currently Director and Senior Executive Officer); Hisashi Honjo (currently Director and Senior Executive Officer); Moritaka Yoshida (currently Outside Director); Ichizo Yoshikawa (currently Outside Director); Retiring Audit & Supervisory Board Member: Shintaro Ito (currently External Audit & Supervisory Board Member); Changes in Director and Senior Executive Officer as of March 31, 2025: Mitsugu Yamaguchi, currently a Director and Senior Executive Officer, will retire from his position on March 31, 2025, and will be appointed as a Senior Directing Expert.Upcoming Dividend • Mar 21Upcoming dividend of JP¥150 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 25 June 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 6.3%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).分析記事 • Mar 19EXEDY (TSE:7278) Is Increasing Its Dividend To ¥150.00EXEDY Corporation ( TSE:7278 ) will increase its dividend from last year's comparable payment on the 25th of June to...お知らせ • Mar 19EXEDY Corporation to Report Fiscal Year 2025 Results on Apr 24, 2025EXEDY Corporation announced that they will report fiscal year 2025 results on Apr 24, 2025分析記事 • Feb 03EXEDY (TSE:7278) Is Increasing Its Dividend To ¥150.00EXEDY Corporation's ( TSE:7278 ) dividend will be increasing from last year's payment of the same period to ¥150.00 on...Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥94.79 (vs JP¥60.41 in 3Q 2024)Third quarter 2025 results: EPS: JP¥94.79 (up from JP¥60.41 in 3Q 2024). Revenue: JP¥79.6b (down 1.4% from 3Q 2024). Net income: JP¥3.87b (up 36% from 3Q 2024). Profit margin: 4.9% (up from 3.5% in 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 3.3% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 133 percentage points per year, which is a significant difference in performance.分析記事 • Jan 09EXEDY (TSE:7278) Will Pay A Dividend Of ¥100.00EXEDY Corporation ( TSE:7278 ) will pay a dividend of ¥100.00 on the 25th of June. This makes the dividend yield 4.6...Price Target Changed • Dec 11Price target increased by 8.3% to JP¥3,250Up from JP¥3,000, the current price target is an average from 2 analysts. New target price is 28% below last closing price of JP¥4,540. Stock is up 85% over the past year. The company is forecast to post earnings per share of JP¥336 next year compared to a net loss per share of JP¥213 last year.分析記事 • Dec 10EXEDY (TSE:7278) Will Pay A Dividend Of ¥100.00EXEDY Corporation ( TSE:7278 ) will pay a dividend of ¥100.00 on the 25th of June. This takes the dividend yield to...お知らせ • Dec 04EXEDY Corporation to Report Q3, 2025 Results on Jan 30, 2025EXEDY Corporation announced that they will report Q3, 2025 results on Jan 30, 2025分析記事 • Nov 26EXEDY (TSE:7278) Has Announced A Dividend Of ¥100.00The board of EXEDY Corporation ( TSE:7278 ) has announced that it will pay a dividend on the 25th of June, with...Declared Dividend • Nov 26First half dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 28th March 2025 Payment date: 25th June 2025 Dividend yield will be 4.5%, 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 (35% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time.Reported Earnings • Oct 31Second quarter 2025 earnings released: EPS: JP¥64.81 (vs JP¥59.01 in 2Q 2024)Second quarter 2025 results: EPS: JP¥64.81 (up from JP¥59.01 in 2Q 2024). Revenue: JP¥78.4b (flat on 2Q 2024). Net income: JP¥2.78b (flat on 2Q 2024). Profit margin: 3.5% (in line with 2Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 3.3% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 117 percentage points per year, which is a significant difference in performance.分析記事 • Oct 30Revenues Not Telling The Story For EXEDY Corporation (TSE:7278) After Shares Rise 29%EXEDY Corporation ( TSE:7278 ) shareholders have had their patience rewarded with a 29% share price jump in the last...お知らせ • Oct 29+ 2 more updatesEXEDY Corporation Resolves Interim Dividend, Effective November 25, 2024; Revises Year-End Dividend Forecast for the Fiscal Year Ending March 31, 2025EXEDY Corporation announced that it has resolved, at a meeting of the board of directors held on October 29, 2024, to pay interim dividend dividends of surplus with a record date of September 30, 2024, and to revise the year-end dividend forecast for the fiscal year ending March 31, 2025. Details of resolutions are as follows: Details of dividend: Dividend per share is JPY 100; Total amount of dividends is JPY 4,187 million; Effective date is November 25, 2024. Interim dividend for the previous fiscal year ended March 31, 2024 of JPY 60 per share. Details of resolution on revisions to year-end dividend forecast: Revised year-end dividend forecast for the fiscal year ending March 31, 2025 of JPY 100 per share compared to previous forecast of JPY 60 per share. Reasons: The basic dividend policy of The Company is to provide fair returns to shareholders while at the same time securing the necessary internal reserves for the sustainable development of the business of the company. And, the company have been examining the appropriate capital structure to implement management that is conscious of cost of capital and stock price. The company has now decided to increase dividends in order to improve capital efficiency and strengthen shareholder returns.お知らせ • Oct 17EXEDY Corporation (TSE:7278) acquired WorldLink & Company Co.,Ltd.EXEDY Corporation (TSE:7278) acquired WorldLink & Company Co.,Ltd. on October 16, 2024. EXEDY Corporation (TSE:7278) completed the acquisition of WorldLink & Company Co.,Ltd. on October 16, 2024.Upcoming Dividend • Sep 20Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.7%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.5%).お知らせ • Sep 04EXEDY Corporation to Report Q2, 2025 Results on Oct 29, 2024EXEDY Corporation announced that they will report Q2, 2025 results on Oct 29, 2024お知らせ • Aug 06EXEDY Corporation (TSE:7278) completed the acquisition of an unknown majority stake in PRE-EV Mobility Co., Ltd.EXEDY Corporation (TSE:7278) acquired an unknown majority stake in PRE-EV Mobility Co., Ltd. in July , 2024. EXEDY Corporation (TSE:7278) completed the acquisition of an unknown majority stake in PRE-EV Mobility Co., Ltd. in July , 2024.Buy Or Sell Opportunity • Aug 02Now 21% undervaluedOver the last 90 days, the stock has risen 6.1% to JP¥3,050. The fair value is estimated to be JP¥3,861, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥76.61 (vs JP¥55.33 in 1Q 2024)First quarter 2025 results: EPS: JP¥76.61 (up from JP¥55.33 in 1Q 2024). Revenue: JP¥75.4b (up 2.8% from 1Q 2024). Net income: JP¥3.53b (up 36% from 1Q 2024). Profit margin: 4.7% (up from 3.5% in 1Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 3.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.お知らせ • Jul 30EXEDY Corporation Provides Consolidated Earnings Guidance for the Period from April 1, 2024 to March 31, 2025EXEDY Corporation provided consolidated earnings guidance for the period from April 1, 2024 to March 31, 2025. For the period, the company expects revenue of JPY 300,000 million, Operating profit of JPY 16,000 million, Profit attributable to owners of parent of JPY 10,000 million and Basic earnings per share of JPY 221.41.Declared Dividend • Jul 11Final dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 27th September 2024 Payment date: 27th November 2024 Dividend yield will be 3.8%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 350% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: JP¥213 loss per share (down from JP¥97.80 profit in FY 2023). Revenue: JP¥308.3b (up 7.9% from FY 2023). Net loss: JP¥10.0b (down 318% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to stay flat during the next 3 years compared to a 3.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • May 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥2,558. The fair value is estimated to be JP¥3,225, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Meanwhile, the company became loss making.分析記事 • May 28Is EXEDY (TSE:7278) Using Debt Sensibly?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Apr 28EXEDY Corporation, Annual General Meeting, Jun 24, 2024EXEDY Corporation, Annual General Meeting, Jun 24, 2024.お知らせ • Apr 27+ 2 more updatesEXEDY Corporation Announces Dividend for the Fiscal Year Ended March 31, 2024, Payable on June 25, 2024EXEDY Corporation announced dividend of JPY 60.00 for the fiscal year ended March 31, 2024 against JPY 45.00 per share paid a year ago. Scheduled Date to commence dividend payments: June 25, 2024.Reported Earnings • Apr 26Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: JP¥213 loss per share (down from JP¥97.80 profit in FY 2023). Revenue: JP¥308.3b (up 7.9% from FY 2023). Net loss: JP¥10.0b (down 318% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.6%).Price Target Changed • Mar 07Price target increased by 9.3% to JP¥2,350Up from JP¥2,150, the current price target is an average from 2 analysts. New target price is 22% below last closing price of JP¥3,025. Stock is up 62% over the past year. The company is forecast to post earnings per share of JP¥223 for next year compared to JP¥97.80 last year.お知らせ • Mar 02EXEDY Corporation to Report Fiscal Year 2024 Results on Apr 25, 2024EXEDY Corporation announced that they will report fiscal year 2024 results on Apr 25, 2024分析記事 • Feb 27EXEDY's (TSE:7278) Dividend Will Be ¥60.00The board of EXEDY Corporation ( TSE:7278 ) has announced that it will pay a dividend on the 28th of June, with...Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥60.41 (vs JP¥64.26 in 3Q 2023)Third quarter 2024 results: EPS: JP¥60.41 (down from JP¥64.26 in 3Q 2023). Revenue: JP¥80.7b (up 7.4% from 3Q 2023). Net income: JP¥2.84b (down 6.0% from 3Q 2023). Profit margin: 3.5% (down from 4.0% in 3Q 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.お知らせ • Feb 01+ 1 more updateEXEDY Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024EXEDY Corporation provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 60.00 per share against JPY 45.00 per share paid a year ago.Buying Opportunity • Jan 12Now 21% undervaluedOver the last 90 days, the stock is up 5.3%. The fair value is estimated to be JP¥3,383, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 3.4%. Revenue is forecast to grow by 8.2% in 2 years. Earnings is forecast to grow by 105% in the next 2 years.お知らせ • Dec 27EXEDY Corporation to Report Q3, 2024 Results on Jan 31, 2024EXEDY Corporation announced that they will report Q3, 2024 results on Jan 31, 2024Major Estimate Revision • Nov 25Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥192 to JP¥213. Revenue forecast steady at JP¥308.0b. Net income forecast to grow 76% next year vs 19% growth forecast for Auto Components industry in Japan. Consensus price target up from JP¥2,100 to JP¥2,150. Share price was steady at JP¥2,540 over the past week.Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥59.00 (vs JP¥49.74 in 2Q 2023)Second quarter 2024 results: EPS: JP¥59.00 (up from JP¥49.74 in 2Q 2023). Revenue: JP¥77.8b (up 5.5% from 2Q 2023). Net income: JP¥2.77b (up 19% from 2Q 2023). Profit margin: 3.6% (up from 3.2% in 2Q 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 31+ 2 more updatesEXEDY Corporation to Report Q2, 2024 Final Results on Nov 10, 2023EXEDY Corporation announced that they will report Q2, 2024 final results on Nov 10, 2023お知らせ • Sep 28EXEDY Corporation to Report Q2, 2024 Results on Oct 30, 2023EXEDY Corporation announced that they will report Q2, 2024 results on Oct 30, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥60.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 November 2023. Payout ratio is a comfortable 75% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).Upcoming Dividend • Sep 21Upcoming dividend of JP¥60.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 November 2023. Payout ratio is a comfortable 75% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).New Risk • Aug 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.9% net profit margin).お知らせ • Aug 04+ 1 more updateEXEDY Corporation Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal Year 2023EXEDY Corporation provided dividend guidance for the second quarter and full year of fiscal year 2023. For the second quarter, the company expects dividend of JPY 60.00 per share, compared to JPY 45.00 per share paid an year ago.For the year, the company expects to pay a dividend of JPY 60 per share, compared to JPY 45.00 per share paid an year ago.Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥55.33 (vs JP¥32.65 in 1Q 2023)First quarter 2024 results: EPS: JP¥55.33 (up from JP¥32.65 in 1Q 2023). Revenue: JP¥73.4b (up 14% from 1Q 2023). Net income: JP¥2.60b (up 70% from 1Q 2023). Profit margin: 3.5% (up from 2.4% in 1Q 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Jul 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 32% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.6% net profit margin).Price Target Changed • Jun 08Price target increased by 12% to JP¥1,900Up from JP¥1,700, the current price target is an average from 2 analysts. New target price is 13% below last closing price of JP¥2,176. Stock is up 21% over the past year. The company is forecast to post earnings per share of JP¥213 for next year compared to JP¥97.79 last year.お知らせ • May 31EXEDY Corporation to Report Q1, 2024 Results on Jul 31, 2023EXEDY Corporation announced that they will report Q1, 2024 results on Jul 31, 2023お知らせ • May 13+ 2 more updatesEXEDY Corporation Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal Year 2023EXEDY Corporation provided dividend guidance for the second quarter and full year of fiscal year 2023. For the second quarter, the company expects dividend of JPY 60.00 per share, compared to JPY 45.00 per share paid an year ago.For the year, the company expects to pay a dividend of JPY 60 per share, compared to JPY 45.00 per share paid an year ago.Reported Earnings • Apr 29Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥97.79 (down from JP¥266 in FY 2022). Revenue: JP¥285.6b (up 9.4% from FY 2022). Net income: JP¥4.59b (down 63% from FY 2022). Profit margin: 1.6% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 44%. Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per share at 5.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 5.1%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.2%).お知らせ • Jan 31+ 1 more updateEXEDY Corporation Provides Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2023EXEDY Corporation provided year-end dividend guidance for the fiscal year ending March 31, 2023. For the year, the company expects to pay year-end dividend of JPY 45.00 per share against JPY 50.00 per share paid for the same period a year ago.Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: JP¥64.26 (vs JP¥55.11 in 3Q 2022)Third quarter 2023 results: EPS: JP¥64.26 (up from JP¥55.11 in 3Q 2022). Revenue: JP¥75.1b (up 14% from 3Q 2022). Net income: JP¥3.02b (up 17% from 3Q 2022). Profit margin: 4.0% (up from 3.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Price Target Changed • Jan 23Price target decreased to JP¥1,700Down from JP¥1,850, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥1,644. Stock is down 2.1% over the past year. The company is forecast to post earnings per share of JP¥178 for next year compared to JP¥266 last year.お知らせ • Dec 04EXEDY Corporation to Report Q3, 2023 Results on Jan 30, 2023EXEDY Corporation announced that they will report Q3, 2023 results on Jan 30, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥49.74 (vs JP¥67.20 in 2Q 2022)Second quarter 2023 results: EPS: JP¥49.74 (down from JP¥67.20 in 2Q 2022). Revenue: JP¥73.8b (up 20% from 2Q 2022). Net income: JP¥2.34b (down 26% from 2Q 2022). Profit margin: 3.2% (down from 5.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Outside Director Takashi Hayashi was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥49.74 (vs JP¥67.20 in 2Q 2022)Second quarter 2023 results: EPS: JP¥49.74 (down from JP¥67.20 in 2Q 2022). Revenue: JP¥73.8b (up 20% from 2Q 2022). Net income: JP¥2.34b (down 26% from 2Q 2022). Profit margin: 3.2% (down from 5.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 28 November 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 5.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.1%).Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥32.65 (vs JP¥59.14 in 1Q 2022)First quarter 2023 results: EPS: JP¥32.65 (down from JP¥59.14 in 1Q 2022). Revenue: JP¥64.4b (up 3.8% from 1Q 2022). Net income: JP¥1.53b (down 45% from 1Q 2022). Profit margin: 2.4% (down from 4.5% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 14%, compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.株主還元7278JP Auto ComponentsJP 市場7D1.3%-0.9%-2.9%1Y26.0%41.7%33.1%株主還元を見る業界別リターン: 7278過去 1 年間で41.7 % 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: 7278は、過去 1 年間で33.1 % のリターンを上げたJP市場を下回りました。価格変動Is 7278's price volatile compared to industry and market?7278 volatility7278 Average Weekly Movement3.0%Auto Components Industry Average Movement4.1%Market Average Movement4.3%10% most volatile stocks in JP Market9.4%10% least volatile stocks in JP Market2.2%安定した株価: 7278 、 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: 7278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195010,970Ted Yoshinagawww.exedy.comエクセディ株式会社は、子会社とともに、日本、アメリカ、アジア、オセアニアおよびその他の地域において、自動車用マニュアルトランスミッション、オートマチックトランスミッション、およびドライブトランスミッションの製造・販売を行っています。 同社は、トルクコンバーターやAT用部品、乗用車・トラック・バス向けのクラッチカバーおよびクラッチディスク、モータースポーツ用クラッチディスク、建設機械用パワーシフトトランスミッション・リターダー・ダンパーディスク、産業用車両用パワーシフトトランスミッション、農業機械用デュアルクラッチ、ならびにオートバイ用AT・MTクラッチを提供している。 同社は、以前は「ダイキン製造株式会社」として知られていたが、1995年に「エクセディ株式会社」に社名を変更した。エクセディ株式会社は1950年に設立され、本社は日本の寝屋川市にある。もっと見るEXEDY Corporation 基礎のまとめEXEDY の収益と売上を時価総額と比較するとどうか。7278 基礎統計学時価総額JP¥219.57b収益（TTM）JP¥14.36b売上高(TTM)JP¥307.17b15.3xPER（株価収益率0.7xP/Sレシオ7278 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7278 損益計算書（TTM）収益JP¥307.17b売上原価JP¥242.94b売上総利益JP¥64.23bその他の費用JP¥49.87b収益JP¥14.36b直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）394.91グロス・マージン20.91%純利益率4.67%有利子負債／自己資本比率26.6%7278 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5.8%現在の配当利回り76%配当性向7278 配当は確実ですか？7278 配当履歴とベンチマークを見る7278 、いつまでに購入すれば配当金を受け取れますか？EXEDY 配当日配当落ち日Sep 29 2026配当支払日Nov 25 2026配当落ちまでの日数59 days配当支払日までの日数116 days7278 配当は確実ですか？7278 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2026/07/31 01:14終値2026/07/31 00:00収益2026/06/30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EXEDY Corporation 2 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。7 アナリスト機関Shiro SakamakiDaiwa Securities Co. Ltd.Ayako WatanabeIchiyoshi Research Institute Inc.Shinji KakiuchiMorgan Stanley4 その他のアナリストを表示
Reported Earnings • 16hFirst quarter 2027 earnings released: EPS: JP¥93.27 (vs JP¥74.40 in 1Q 2026)First quarter 2027 results: EPS: JP¥93.27 (up from JP¥74.40 in 1Q 2026). Revenue: JP¥75.1b (up 4.5% from 1Q 2026). Net income: JP¥3.40b (up 25% from 1Q 2026). Profit margin: 4.5% (up from 3.8% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.2% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jul 25Final dividend of JP¥175 announcedShareholders will receive a dividend of JP¥175. Ex-date: 29th September 2026 Payment date: 25th November 2026 Dividend yield will be 5.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (80% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 4 highly experienced directors. Auditor Ryu Suzuki was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Jun 30EXEDY Corporation to Report Q1, 2027 Results on Jul 30, 2026EXEDY Corporation announced that they will report Q1, 2027 results on Jul 30, 2026
Reported Earnings • Jun 19Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥374 (up from JP¥304 in FY 2025). Revenue: JP¥303.9b (down 1.8% from FY 2025). Net income: JP¥13.7b (up 7.3% from FY 2025). Profit margin: 4.5% (up from 4.1% in FY 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 4.1%. Revenue is forecast to stay flat during the next 3 years compared to a 4.3% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
分析記事 • May 04Why EXEDY's (TSE:7278) Earnings Are Better Than They SeemInvestors signalled that they were pleased with EXEDY Corporation's ( TSE:7278 ) most recent earnings report. According...
Reported Earnings • 16hFirst quarter 2027 earnings released: EPS: JP¥93.27 (vs JP¥74.40 in 1Q 2026)First quarter 2027 results: EPS: JP¥93.27 (up from JP¥74.40 in 1Q 2026). Revenue: JP¥75.1b (up 4.5% from 1Q 2026). Net income: JP¥3.40b (up 25% from 1Q 2026). Profit margin: 4.5% (up from 3.8% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.2% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jul 25Final dividend of JP¥175 announcedShareholders will receive a dividend of JP¥175. Ex-date: 29th September 2026 Payment date: 25th November 2026 Dividend yield will be 5.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (80% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 4 highly experienced directors. Auditor Ryu Suzuki was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Jun 30EXEDY Corporation to Report Q1, 2027 Results on Jul 30, 2026EXEDY Corporation announced that they will report Q1, 2027 results on Jul 30, 2026
Reported Earnings • Jun 19Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥374 (up from JP¥304 in FY 2025). Revenue: JP¥303.9b (down 1.8% from FY 2025). Net income: JP¥13.7b (up 7.3% from FY 2025). Profit margin: 4.5% (up from 4.1% in FY 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 4.1%. Revenue is forecast to stay flat during the next 3 years compared to a 4.3% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
分析記事 • May 04Why EXEDY's (TSE:7278) Earnings Are Better Than They SeemInvestors signalled that they were pleased with EXEDY Corporation's ( TSE:7278 ) most recent earnings report. According...
お知らせ • Apr 28EXEDY Corporation (TSE:7278) announces an Equity Buyback for 2,000,000 shares, representing 5.47% for ¥8,000 million.EXEDY Corporation (TSE:7278) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 5.47% of its issued share capital, for ¥8,000 million. The purpose of the program is to improve capital efficiency and return to shareholders. The program is valid till December 31, 2026. As of March 31, 2026, there are 36,539,390 outstanding shares (excluding treasury stock) and 12,054,346 treasury shares.
Reported Earnings • Apr 28Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥374 (up from JP¥304 in FY 2025). Revenue: JP¥303.9b (down 1.8% from FY 2025). Net income: JP¥13.7b (up 7.3% from FY 2025). Profit margin: 4.5% (up from 4.1% in FY 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 4.1%. Revenue is forecast to stay flat during the next 2 years compared to a 3.8% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 27EXEDY Corporation, Annual General Meeting, Jun 19, 2026EXEDY Corporation, Annual General Meeting, Jun 19, 2026.
お知らせ • Apr 21EXEDY Corporation to Report Fiscal Year 2026 Results on Apr 27, 2026EXEDY Corporation announced that they will report fiscal year 2026 results on Apr 27, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥150 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 5.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
お知らせ • Feb 21EXEDY Corporation (TSE:7278) agreed to acquire Protean Electric Limited from BD Auto And Energy Ltd. for ¥5.1 billion.EXEDY Corporation (TSE:7278) agreed to acquire Protean Electric Limited from BD Auto And Energy Ltd. for ¥5.1 billion on February 20, 2026. Following the acquisition, Protean Electric Limited would become a wholly owned subsidiary of EXEDY Corporation. For the period ending December 31, 2025, Protean Electric Limited reported total revenue of ¥7.09 million and operating loss of ¥4.61 million. As of December 31, 2025, Protean Electric Limited reported total assets of ¥5.33 million and net liabilities of ¥89.5 million. The date of conclusion of the agreement and date of commencement of share transfer are planned on February 26, 2026.
Reported Earnings • Jan 29Third quarter 2026 earnings released: EPS: JP¥132 (vs JP¥94.79 in 3Q 2025)Third quarter 2026 results: EPS: JP¥132 (up from JP¥94.79 in 3Q 2025). Revenue: JP¥78.3b (down 1.6% from 3Q 2025). Net income: JP¥4.81b (up 24% from 3Q 2025). Profit margin: 6.1% (up from 4.9% in 3Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 2.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 28EXEDY Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026EXEDY Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company now expects net sales of JPY 300,000 million against previous guidance of JPY 295,000 million, operating profit of JPY 22,000 million against previous guidance of JPY 21,000 million, Profit Attributable to Owners of Parent of JPY 13,500 million against previous guidance of JPY 12,500 million, earnings per share of JPY 369.36 against previous guidance of JPY 341.99 Reason for the revision: The outlook for the global economy remains uncertain due to the spread of protectionist movements, but the Company have revised its Consolidated Financial Results Forecast, based on current demand, as described above because the exchange rate has shifted to a weaker yen than expected and 3rd Quarter results of the Company exceeded its previous forecast.
お知らせ • Jan 06EXEDY Corporation to Report Q3, 2026 Results on Jan 28, 2026EXEDY Corporation announced that they will report Q3, 2026 results at 3:00 PM, Tokyo Standard Time on Jan 28, 2026
Declared Dividend • Nov 26First half dividend of JP¥150 announcedShareholders will receive a dividend of JP¥150. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 5.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: JP¥97.31 (vs JP¥64.82 in 2Q 2025)Second quarter 2026 results: EPS: JP¥97.31 (up from JP¥64.82 in 2Q 2025). Revenue: JP¥76.3b (down 2.7% from 2Q 2025). Net income: JP¥3.56b (up 28% from 2Q 2025). Profit margin: 4.7% (up from 3.5% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 3.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 44% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥150 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 25 November 2025. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 5.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.0%).
分析記事 • Sep 09Returns At EXEDY (TSE:7278) Are On The Way UpFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Price Target Changed • Sep 05Price target increased by 32% to JP¥4,900Up from JP¥3,700, the current price target is provided by 1 analyst. New target price is 9.8% below last closing price of JP¥5,430. Stock is up 78% over the past year. The company is forecast to post earnings per share of JP¥358 for next year compared to JP¥304 last year.
お知らせ • Sep 01EXEDY Corporation to Report Q2, 2026 Results on Oct 29, 2025EXEDY Corporation announced that they will report Q2, 2026 results on Oct 29, 2025
Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: JP¥74.40 (vs JP¥76.61 in 1Q 2025)First quarter 2026 results: EPS: JP¥74.40 (down from JP¥76.61 in 1Q 2025). Revenue: JP¥71.9b (down 4.7% from 1Q 2025). Net income: JP¥2.72b (down 23% from 1Q 2025). Profit margin: 3.8% (down from 4.7% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.7% p.a. on average during the next 3 years, while revenues in the Auto Components industry in Japan are expected to grow by 2.6%. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 41% per year, which means it is well ahead of earnings.
Declared Dividend • Jul 09Final dividend of JP¥125 announcedShareholders will receive a dividend of JP¥125. Ex-date: 29th September 2025 Payment date: 25th November 2025 Dividend yield will be 6.6%, 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 (39% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time.
お知らせ • Jul 08EXEDY Corporation to Report Q1, 2026 Results on Jul 29, 2025EXEDY Corporation announced that they will report Q1, 2026 results on Jul 29, 2025
Reported Earnings • Jul 01Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥304 (up from JP¥213 loss in FY 2024). Revenue: JP¥309.6b (flat on FY 2024). Net income: JP¥12.7b (up JP¥22.8b from FY 2024). Profit margin: 4.1% (up from net loss in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is expected to decline by 2.0% p.a. on average during the next 3 years, while revenues in the Auto Components industry in Japan are expected to grow by 2.7%. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 25Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥304 (up from JP¥213 loss in FY 2024). Revenue: JP¥309.6b (flat on FY 2024). Net income: JP¥12.7b (up JP¥22.8b from FY 2024). Profit margin: 4.1% (up from net loss in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to stay flat during the next 2 years compared to a 3.1% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 40% per year, which means it is well ahead of earnings.
お知らせ • Apr 24EXEDY Corporation, Annual General Meeting, Jun 25, 2025EXEDY Corporation, Annual General Meeting, Jun 25, 2025.
分析記事 • Apr 15Slowing Rates Of Return At EXEDY (TSE:7278) Leave Little Room For ExcitementIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Mar 27Exedy Corporation Announces Executive ChangesEXEDY Corporation announced that at its board meeting held on March 27, 2025, it resolved following chanages: Retiring Directors: Junji Yamakawa (currently Director and Senior Executive Officer); Hisashi Honjo (currently Director and Senior Executive Officer); Moritaka Yoshida (currently Outside Director); Ichizo Yoshikawa (currently Outside Director); Retiring Audit & Supervisory Board Member: Shintaro Ito (currently External Audit & Supervisory Board Member); Changes in Director and Senior Executive Officer as of March 31, 2025: Mitsugu Yamaguchi, currently a Director and Senior Executive Officer, will retire from his position on March 31, 2025, and will be appointed as a Senior Directing Expert.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥150 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 25 June 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 6.3%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).
分析記事 • Mar 19EXEDY (TSE:7278) Is Increasing Its Dividend To ¥150.00EXEDY Corporation ( TSE:7278 ) will increase its dividend from last year's comparable payment on the 25th of June to...
お知らせ • Mar 19EXEDY Corporation to Report Fiscal Year 2025 Results on Apr 24, 2025EXEDY Corporation announced that they will report fiscal year 2025 results on Apr 24, 2025
分析記事 • Feb 03EXEDY (TSE:7278) Is Increasing Its Dividend To ¥150.00EXEDY Corporation's ( TSE:7278 ) dividend will be increasing from last year's payment of the same period to ¥150.00 on...
Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥94.79 (vs JP¥60.41 in 3Q 2024)Third quarter 2025 results: EPS: JP¥94.79 (up from JP¥60.41 in 3Q 2024). Revenue: JP¥79.6b (down 1.4% from 3Q 2024). Net income: JP¥3.87b (up 36% from 3Q 2024). Profit margin: 4.9% (up from 3.5% in 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 3.3% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 133 percentage points per year, which is a significant difference in performance.
分析記事 • Jan 09EXEDY (TSE:7278) Will Pay A Dividend Of ¥100.00EXEDY Corporation ( TSE:7278 ) will pay a dividend of ¥100.00 on the 25th of June. This makes the dividend yield 4.6...
Price Target Changed • Dec 11Price target increased by 8.3% to JP¥3,250Up from JP¥3,000, the current price target is an average from 2 analysts. New target price is 28% below last closing price of JP¥4,540. Stock is up 85% over the past year. The company is forecast to post earnings per share of JP¥336 next year compared to a net loss per share of JP¥213 last year.
分析記事 • Dec 10EXEDY (TSE:7278) Will Pay A Dividend Of ¥100.00EXEDY Corporation ( TSE:7278 ) will pay a dividend of ¥100.00 on the 25th of June. This takes the dividend yield to...
お知らせ • Dec 04EXEDY Corporation to Report Q3, 2025 Results on Jan 30, 2025EXEDY Corporation announced that they will report Q3, 2025 results on Jan 30, 2025
分析記事 • Nov 26EXEDY (TSE:7278) Has Announced A Dividend Of ¥100.00The board of EXEDY Corporation ( TSE:7278 ) has announced that it will pay a dividend on the 25th of June, with...
Declared Dividend • Nov 26First half dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 28th March 2025 Payment date: 25th June 2025 Dividend yield will be 4.5%, 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 (35% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time.
Reported Earnings • Oct 31Second quarter 2025 earnings released: EPS: JP¥64.81 (vs JP¥59.01 in 2Q 2024)Second quarter 2025 results: EPS: JP¥64.81 (up from JP¥59.01 in 2Q 2024). Revenue: JP¥78.4b (flat on 2Q 2024). Net income: JP¥2.78b (flat on 2Q 2024). Profit margin: 3.5% (in line with 2Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 3.3% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 117 percentage points per year, which is a significant difference in performance.
分析記事 • Oct 30Revenues Not Telling The Story For EXEDY Corporation (TSE:7278) After Shares Rise 29%EXEDY Corporation ( TSE:7278 ) shareholders have had their patience rewarded with a 29% share price jump in the last...
お知らせ • Oct 29+ 2 more updatesEXEDY Corporation Resolves Interim Dividend, Effective November 25, 2024; Revises Year-End Dividend Forecast for the Fiscal Year Ending March 31, 2025EXEDY Corporation announced that it has resolved, at a meeting of the board of directors held on October 29, 2024, to pay interim dividend dividends of surplus with a record date of September 30, 2024, and to revise the year-end dividend forecast for the fiscal year ending March 31, 2025. Details of resolutions are as follows: Details of dividend: Dividend per share is JPY 100; Total amount of dividends is JPY 4,187 million; Effective date is November 25, 2024. Interim dividend for the previous fiscal year ended March 31, 2024 of JPY 60 per share. Details of resolution on revisions to year-end dividend forecast: Revised year-end dividend forecast for the fiscal year ending March 31, 2025 of JPY 100 per share compared to previous forecast of JPY 60 per share. Reasons: The basic dividend policy of The Company is to provide fair returns to shareholders while at the same time securing the necessary internal reserves for the sustainable development of the business of the company. And, the company have been examining the appropriate capital structure to implement management that is conscious of cost of capital and stock price. The company has now decided to increase dividends in order to improve capital efficiency and strengthen shareholder returns.
お知らせ • Oct 17EXEDY Corporation (TSE:7278) acquired WorldLink & Company Co.,Ltd.EXEDY Corporation (TSE:7278) acquired WorldLink & Company Co.,Ltd. on October 16, 2024. EXEDY Corporation (TSE:7278) completed the acquisition of WorldLink & Company Co.,Ltd. on October 16, 2024.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.7%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.5%).
お知らせ • Sep 04EXEDY Corporation to Report Q2, 2025 Results on Oct 29, 2024EXEDY Corporation announced that they will report Q2, 2025 results on Oct 29, 2024
お知らせ • Aug 06EXEDY Corporation (TSE:7278) completed the acquisition of an unknown majority stake in PRE-EV Mobility Co., Ltd.EXEDY Corporation (TSE:7278) acquired an unknown majority stake in PRE-EV Mobility Co., Ltd. in July , 2024. EXEDY Corporation (TSE:7278) completed the acquisition of an unknown majority stake in PRE-EV Mobility Co., Ltd. in July , 2024.
Buy Or Sell Opportunity • Aug 02Now 21% undervaluedOver the last 90 days, the stock has risen 6.1% to JP¥3,050. The fair value is estimated to be JP¥3,861, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥76.61 (vs JP¥55.33 in 1Q 2024)First quarter 2025 results: EPS: JP¥76.61 (up from JP¥55.33 in 1Q 2024). Revenue: JP¥75.4b (up 2.8% from 1Q 2024). Net income: JP¥3.53b (up 36% from 1Q 2024). Profit margin: 4.7% (up from 3.5% in 1Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 3.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 30EXEDY Corporation Provides Consolidated Earnings Guidance for the Period from April 1, 2024 to March 31, 2025EXEDY Corporation provided consolidated earnings guidance for the period from April 1, 2024 to March 31, 2025. For the period, the company expects revenue of JPY 300,000 million, Operating profit of JPY 16,000 million, Profit attributable to owners of parent of JPY 10,000 million and Basic earnings per share of JPY 221.41.
Declared Dividend • Jul 11Final dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 27th September 2024 Payment date: 27th November 2024 Dividend yield will be 3.8%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 350% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: JP¥213 loss per share (down from JP¥97.80 profit in FY 2023). Revenue: JP¥308.3b (up 7.9% from FY 2023). Net loss: JP¥10.0b (down 318% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to stay flat during the next 3 years compared to a 3.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • May 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥2,558. The fair value is estimated to be JP¥3,225, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • May 28Is EXEDY (TSE:7278) Using Debt Sensibly?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Apr 28EXEDY Corporation, Annual General Meeting, Jun 24, 2024EXEDY Corporation, Annual General Meeting, Jun 24, 2024.
お知らせ • Apr 27+ 2 more updatesEXEDY Corporation Announces Dividend for the Fiscal Year Ended March 31, 2024, Payable on June 25, 2024EXEDY Corporation announced dividend of JPY 60.00 for the fiscal year ended March 31, 2024 against JPY 45.00 per share paid a year ago. Scheduled Date to commence dividend payments: June 25, 2024.
Reported Earnings • Apr 26Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: JP¥213 loss per share (down from JP¥97.80 profit in FY 2023). Revenue: JP¥308.3b (up 7.9% from FY 2023). Net loss: JP¥10.0b (down 318% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.6%).
Price Target Changed • Mar 07Price target increased by 9.3% to JP¥2,350Up from JP¥2,150, the current price target is an average from 2 analysts. New target price is 22% below last closing price of JP¥3,025. Stock is up 62% over the past year. The company is forecast to post earnings per share of JP¥223 for next year compared to JP¥97.80 last year.
お知らせ • Mar 02EXEDY Corporation to Report Fiscal Year 2024 Results on Apr 25, 2024EXEDY Corporation announced that they will report fiscal year 2024 results on Apr 25, 2024
分析記事 • Feb 27EXEDY's (TSE:7278) Dividend Will Be ¥60.00The board of EXEDY Corporation ( TSE:7278 ) has announced that it will pay a dividend on the 28th of June, with...
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥60.41 (vs JP¥64.26 in 3Q 2023)Third quarter 2024 results: EPS: JP¥60.41 (down from JP¥64.26 in 3Q 2023). Revenue: JP¥80.7b (up 7.4% from 3Q 2023). Net income: JP¥2.84b (down 6.0% from 3Q 2023). Profit margin: 3.5% (down from 4.0% in 3Q 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
お知らせ • Feb 01+ 1 more updateEXEDY Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024EXEDY Corporation provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 60.00 per share against JPY 45.00 per share paid a year ago.
Buying Opportunity • Jan 12Now 21% undervaluedOver the last 90 days, the stock is up 5.3%. The fair value is estimated to be JP¥3,383, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 3.4%. Revenue is forecast to grow by 8.2% in 2 years. Earnings is forecast to grow by 105% in the next 2 years.
お知らせ • Dec 27EXEDY Corporation to Report Q3, 2024 Results on Jan 31, 2024EXEDY Corporation announced that they will report Q3, 2024 results on Jan 31, 2024
Major Estimate Revision • Nov 25Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥192 to JP¥213. Revenue forecast steady at JP¥308.0b. Net income forecast to grow 76% next year vs 19% growth forecast for Auto Components industry in Japan. Consensus price target up from JP¥2,100 to JP¥2,150. Share price was steady at JP¥2,540 over the past week.
Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥59.00 (vs JP¥49.74 in 2Q 2023)Second quarter 2024 results: EPS: JP¥59.00 (up from JP¥49.74 in 2Q 2023). Revenue: JP¥77.8b (up 5.5% from 2Q 2023). Net income: JP¥2.77b (up 19% from 2Q 2023). Profit margin: 3.6% (up from 3.2% in 2Q 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 31+ 2 more updatesEXEDY Corporation to Report Q2, 2024 Final Results on Nov 10, 2023EXEDY Corporation announced that they will report Q2, 2024 final results on Nov 10, 2023
お知らせ • Sep 28EXEDY Corporation to Report Q2, 2024 Results on Oct 30, 2023EXEDY Corporation announced that they will report Q2, 2024 results on Oct 30, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥60.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 November 2023. Payout ratio is a comfortable 75% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).
Upcoming Dividend • Sep 21Upcoming dividend of JP¥60.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 November 2023. Payout ratio is a comfortable 75% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).
New Risk • Aug 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.9% net profit margin).
お知らせ • Aug 04+ 1 more updateEXEDY Corporation Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal Year 2023EXEDY Corporation provided dividend guidance for the second quarter and full year of fiscal year 2023. For the second quarter, the company expects dividend of JPY 60.00 per share, compared to JPY 45.00 per share paid an year ago.For the year, the company expects to pay a dividend of JPY 60 per share, compared to JPY 45.00 per share paid an year ago.
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥55.33 (vs JP¥32.65 in 1Q 2023)First quarter 2024 results: EPS: JP¥55.33 (up from JP¥32.65 in 1Q 2023). Revenue: JP¥73.4b (up 14% from 1Q 2023). Net income: JP¥2.60b (up 70% from 1Q 2023). Profit margin: 3.5% (up from 2.4% in 1Q 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Jul 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 32% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.6% net profit margin).
Price Target Changed • Jun 08Price target increased by 12% to JP¥1,900Up from JP¥1,700, the current price target is an average from 2 analysts. New target price is 13% below last closing price of JP¥2,176. Stock is up 21% over the past year. The company is forecast to post earnings per share of JP¥213 for next year compared to JP¥97.79 last year.
お知らせ • May 31EXEDY Corporation to Report Q1, 2024 Results on Jul 31, 2023EXEDY Corporation announced that they will report Q1, 2024 results on Jul 31, 2023
お知らせ • May 13+ 2 more updatesEXEDY Corporation Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal Year 2023EXEDY Corporation provided dividend guidance for the second quarter and full year of fiscal year 2023. For the second quarter, the company expects dividend of JPY 60.00 per share, compared to JPY 45.00 per share paid an year ago.For the year, the company expects to pay a dividend of JPY 60 per share, compared to JPY 45.00 per share paid an year ago.
Reported Earnings • Apr 29Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥97.79 (down from JP¥266 in FY 2022). Revenue: JP¥285.6b (up 9.4% from FY 2022). Net income: JP¥4.59b (down 63% from FY 2022). Profit margin: 1.6% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 44%. Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per share at 5.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 5.1%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.2%).
お知らせ • Jan 31+ 1 more updateEXEDY Corporation Provides Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2023EXEDY Corporation provided year-end dividend guidance for the fiscal year ending March 31, 2023. For the year, the company expects to pay year-end dividend of JPY 45.00 per share against JPY 50.00 per share paid for the same period a year ago.
Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: JP¥64.26 (vs JP¥55.11 in 3Q 2022)Third quarter 2023 results: EPS: JP¥64.26 (up from JP¥55.11 in 3Q 2022). Revenue: JP¥75.1b (up 14% from 3Q 2022). Net income: JP¥3.02b (up 17% from 3Q 2022). Profit margin: 4.0% (up from 3.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Price Target Changed • Jan 23Price target decreased to JP¥1,700Down from JP¥1,850, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥1,644. Stock is down 2.1% over the past year. The company is forecast to post earnings per share of JP¥178 for next year compared to JP¥266 last year.
お知らせ • Dec 04EXEDY Corporation to Report Q3, 2023 Results on Jan 30, 2023EXEDY Corporation announced that they will report Q3, 2023 results on Jan 30, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥49.74 (vs JP¥67.20 in 2Q 2022)Second quarter 2023 results: EPS: JP¥49.74 (down from JP¥67.20 in 2Q 2022). Revenue: JP¥73.8b (up 20% from 2Q 2022). Net income: JP¥2.34b (down 26% from 2Q 2022). Profit margin: 3.2% (down from 5.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Outside Director Takashi Hayashi was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥49.74 (vs JP¥67.20 in 2Q 2022)Second quarter 2023 results: EPS: JP¥49.74 (down from JP¥67.20 in 2Q 2022). Revenue: JP¥73.8b (up 20% from 2Q 2022). Net income: JP¥2.34b (down 26% from 2Q 2022). Profit margin: 3.2% (down from 5.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 28 November 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 5.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.1%).
Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥32.65 (vs JP¥59.14 in 1Q 2022)First quarter 2023 results: EPS: JP¥32.65 (down from JP¥59.14 in 1Q 2022). Revenue: JP¥64.4b (up 3.8% from 1Q 2022). Net income: JP¥1.53b (down 45% from 1Q 2022). Profit margin: 2.4% (down from 4.5% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 14%, compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
