View ValuationMitsuba 将来の成長Future 基準チェック /06現在、 Mitsuba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10.0%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 • Feb 08+ 1 more updateMitsuba Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Mitsuba Corporation revised Consolidated earnings guidance for the Fiscal Year Ending March 31, 2023. For the year, company expects Net sales to be JPY 310,000 million compared to JPY 320,000 million previously guidance, Operating profit to be JPY 8,000 million compared to JPY 10,000 million previously guidance, Profit attributable to owners of parent to be JPY 1,200 million compared to JPY 3,000 previously guidance and Basic earnings per share to be JPY 6.70 compared to JPY 46.92 previously guidance.お知らせ • Nov 11Mitsuba Corporation Revises Consolidated Earnings Forecasts for the Fiscal Year Ending March 31, 2023Mitsuba Corporation revised consolidated earnings forecasts for the fiscal year ending March 31, 2023. For the year, company expected net sales from JPY 330,000 million to JPY 320,000 million, Operating profit from JPY 11,000 million to JPY 10,000 million, Profit attributable to owners of parent from JPY 4,000 million to JPY 3,000 million and Basic earnings per share from JPY 69.26 to JPY 46.92.お知らせ • Aug 11+ 1 more updateMitsuba Corporation Provides Consolidated Earnings Guidance for the First Six Months and Full Year of Fiscal Ending March 31, 2023Mitsuba Corporation provided consolidated earnings guidance for the first six months and full year of fiscal ending March 31, 2023. For the six months, the company expects net sales of ¥155,000 million, operating profit of ¥2,000 million, loss attributable to owners of parent of ¥1,000 million and basic loss per share of ¥32.43. For the year, the company expects net sales of ¥330,000 million, operating profit of ¥11,000 million, profit attributable to owners of parent of ¥4,000 million and basic earnings per share of ¥69.26.すべての更新を表示Recent updates分析記事 • 16hWe Like Mitsuba's (TSE:7280) Earnings For More Than Just Statutory ProfitShareholders appeared to be happy with Mitsuba Corporation's ( TSE:7280 ) solid earnings report last week. Looking...Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥257 (vs JP¥252 in FY 2025)Full year 2026 results: EPS: JP¥257 (up from JP¥252 in FY 2025). Revenue: JP¥348.6b (flat on FY 2025). Net income: JP¥11.8b (up 4.9% from FY 2025). Profit margin: 3.4% (up from 3.2% in FY 2025). Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 20% per year.お知らせ • May 16Mitsuba Corporation (TSE:7280) and Chubu Electric Power Company, Incorporated (TSE:9502) proposed to acquire an remaining 48.7% stake in Ryomo Systems Co.,Ltd. (TSE:9691) for ¥8.9 billion.Mitsuba Corporation (TSE:7280) and Chubu Electric Power Company, Incorporated (TSE:9502) proposed to acquire an remaining 48.7% stake in Ryomo Systems Co.,Ltd. (TSE:9691) for ¥8.9 billion on May 14, 2026. A cash consideration valued at ¥5200 per share will be paid by Mitsuba Corporation and Chubu Electric Power Company, Incorporated. The lower limit of the tender offer acceptance is 0.53726 million shares, which will increase the ownership of tender offerors to 66.67% stake. The sellers in the transaction include Sadami Hino, Custody Bank of Japan, Ltd., Hikari Tsushin Investments Okinawa Co., Ltd., Tomohiro Yoshida, Secom General Insurance Co., Ltd., Sunfield Industry Co., Ltd., Kiryu Gas Company and Ryuei Seiko, K.K. If the Tender Offer is successfully completed, but the Offerors are unable to acquire all of the Target Company Shares (excluding the Target Company Shares held by MITSUBA and the treasury shares held by the Target Company) in the Tender Offer, then the Offerors intend to request the Target Company to carry out a series of procedures (the “Squeeze Out Procedures”) for making the Offerors the only shareholders of the Target Company. the Offerors, MITSUBA plans to purchase up to 1,003,800 shares (ownership percentage: 28.69%) out of the total number of Tendered Share Certificates, Etc. in which 80% of the voting rights represented by the Target Company Shares will be held by MITSUBA after purchase, and Chubu Electric Power plans to purchase the remaining 20% shares. The transaction is subject to minimum tender. The Board of Directors of Ryomo Systems Co.,Ltd. formed a special committee for the transaction. The expected completion of the transaction is July 8, 2026. The transaction was recommended by board of directors of Ryomo Systems on May 14, 2026. Mizuho Securities Co., Ltd. acted as financial advisor for Mitsuba Corporation. YAMADA Consulting Group Co.,Ltd. acted as financial advisor for Chubu Electric Power Company, Incorporated. Mori Hamada & Matsumoto LPC acted as legal advisor for Mitsuba Corporation and Chubu Electric Power Company, Incorporated. Nishimura & Asahi acted as legal advisor for Ryomo Systems Co.,Ltd.お知らせ • May 15Mitsuba Corporation, Annual General Meeting, Jun 25, 2026Mitsuba Corporation, Annual General Meeting, Jun 25, 2026.お知らせ • May 10Mitsuba Corporation to Report Fiscal Year 2026 Results on May 15, 2026Mitsuba Corporation announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 11 June 2026. Payout ratio is a comfortable 5.6% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).分析記事 • Feb 16Mitsuba (TSE:7280) Is Increasing Its Dividend To ¥25.00Mitsuba Corporation ( TSE:7280 ) will increase its dividend from last year's comparable payment on the 11th of June to...Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥26.42 (vs JP¥82.45 in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.42 (down from JP¥82.45 in 3Q 2025). Revenue: JP¥86.4b (flat on 3Q 2025). Net income: JP¥1.22b (down 67% from 3Q 2025). Profit margin: 1.4% (down from 4.3% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Feb 11New 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: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.4% net profit margin).分析記事 • Jan 22Mitsuba (TSE:7280) Is Increasing Its Dividend To ¥15.00Mitsuba Corporation ( TSE:7280 ) will increase its dividend from last year's comparable payment on the 11th of June to...分析記事 • Jan 19We Like These Underlying Return On Capital Trends At Mitsuba (TSE:7280)What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...分析記事 • Jan 19Mitsuba Corporation (TSE:7280) Held Back By Insufficient Growth Even After Shares Climb 46%Mitsuba Corporation ( TSE:7280 ) shareholders have had their patience rewarded with a 46% share price jump in the last...New Risk • Jan 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.5% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.5% average weekly change). Minor Risk High level of debt (43% net debt to equity).Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 30%After last week's 30% share price gain to JP¥1,454, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 218% over the past three years.分析記事 • Dec 07Mitsuba (TSE:7280) Has Announced That It Will Be Increasing Its Dividend To ¥15.00Mitsuba Corporation ( TSE:7280 ) will increase its dividend from last year's comparable payment on the 11th of June to...お知らせ • Dec 06Mitsuba Corporation to Report Q3, 2026 Results on Feb 10, 2026Mitsuba Corporation announced that they will report Q3, 2026 results on Feb 10, 2026分析記事 • Nov 25Some May Be Optimistic About Mitsuba's (TSE:7280) EarningsSoft earnings didn't appear to concern Mitsuba Corporation's ( TSE:7280 ) shareholders over the last week. We did some...Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥67.98 (vs JP¥71.01 in 2Q 2025)Second quarter 2026 results: EPS: JP¥67.98 (down from JP¥71.01 in 2Q 2025). Revenue: JP¥86.7b (flat on 2Q 2025). Net income: JP¥3.13b (down 1.6% from 2Q 2025). Profit margin: 3.6% (down from 3.7% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.分析記事 • Nov 14Mitsuba's (TSE:7280) Upcoming Dividend Will Be Larger Than Last Year'sMitsuba Corporation ( TSE:7280 ) will increase its dividend from last year's comparable payment on the 11th of June to...Declared Dividend • Nov 14Dividend of JP¥15.00 announcedShareholders will receive a dividend of JP¥15.00. Ex-date: 30th March 2026 Payment date: 11th June 2026 Dividend yield will be 1.6%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (4% earnings payout ratio) and cash flows (2% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 66% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Sep 03Mitsuba Corporation to Report Q2, 2026 Results on Nov 12, 2025Mitsuba Corporation announced that they will report Q2, 2026 results on Nov 12, 2025Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: JP¥73.93 (vs JP¥75.95 in 1Q 2025)First quarter 2026 results: EPS: JP¥73.93 (down from JP¥75.95 in 1Q 2025). Revenue: JP¥80.7b (down 4.5% from 1Q 2025). Net income: JP¥3.39b (flat on 1Q 2025). Profit margin: 4.2% (up from 4.0% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 01Full year 2025 earnings released: EPS: JP¥265 (vs JP¥294 in FY 2024)Full year 2025 results: EPS: JP¥265 (down from JP¥294 in FY 2024). Revenue: JP¥349.4b (up 1.5% from FY 2024). Net income: JP¥11.9b (down 9.7% from FY 2024). Profit margin: 3.4% (down from 3.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.New Risk • Jun 13New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.9% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (48% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • May 31Mitsuba Corporation to Report Q1, 2026 Results on Aug 05, 2025Mitsuba Corporation announced that they will report Q1, 2026 results on Aug 05, 2025分析記事 • May 26We Think You Can Look Beyond Mitsuba's (TSE:7280) Lackluster EarningsMitsuba Corporation's ( TSE:7280 ) earnings announcement last week didn't impress shareholders. Despite the soft profit...お知らせ • May 14Mitsuba Corporation, Annual General Meeting, Jun 26, 2025Mitsuba Corporation, Annual General Meeting, Jun 26, 2025.分析記事 • Apr 17Here's Why Mitsuba (TSE:7280) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥678, the stock trades at a trailing P/E ratio of 2.3x. Average trailing P/E is 9x in the Auto Components industry in Japan. Total returns to shareholders of 102% over the past three years.分析記事 • Mar 26Mitsuba's (TSE:7280) Upcoming Dividend Will Be Larger Than Last Year'sMitsuba Corporation's ( TSE:7280 ) dividend will be increasing from last year's payment of the same period to ¥10.00 on...お知らせ • Mar 26Mitsuba Corporation to Report Fiscal Year 2025 Results on May 14, 2025Mitsuba Corporation announced that they will report fiscal year 2025 results on May 14, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 05 June 2025. Payout ratio is a comfortable 2.0% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.3%).New Risk • Mar 18New 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 5.3% 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: Minor Risks High level of debt (44% net debt to equity). Share price has been volatile over the past 3 months (5.3% average weekly change).Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: JP¥82.45 (vs JP¥123 in 3Q 2024)Third quarter 2025 results: EPS: JP¥82.45 (down from JP¥123 in 3Q 2024). Revenue: JP¥86.6b (down 4.6% from 3Q 2024). Net income: JP¥3.69b (down 33% from 3Q 2024). Profit margin: 4.3% (down from 6.1% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 13Mitsuba (TSE:7280) Is Increasing Its Dividend To ¥10.00Mitsuba Corporation ( TSE:7280 ) has announced that it will be increasing its dividend from last year's comparable...分析記事 • Dec 30Mitsuba's (TSE:7280) Dividend Will Be Increased To ¥10.00Mitsuba Corporation ( TSE:7280 ) has announced that it will be increasing its dividend from last year's comparable...分析記事 • Dec 15Mitsuba (TSE:7280) Is Paying Out A Larger Dividend Than Last YearThe board of Mitsuba Corporation ( TSE:7280 ) has announced that it will be paying its dividend of ¥10.00 on the 5th of...お知らせ • Dec 07Mitsuba Corporation to Report Q3, 2025 Results on Feb 12, 2025Mitsuba Corporation announced that they will report Q3, 2025 results on Feb 12, 2025分析記事 • Dec 01Mitsuba (TSE:7280) Will Pay A Larger Dividend Than Last Year At ¥10.00Mitsuba Corporation ( TSE:7280 ) has announced that it will be increasing its dividend from last year's comparable...分析記事 • Nov 21We Think Mitsuba's (TSE:7280) Robust Earnings Are ConservativeThe subdued stock price reaction suggests that Mitsuba Corporation's ( TSE:7280 ) strong earnings didn't offer any...分析記事 • Nov 17Mitsuba (TSE:7280) Is Paying Out A Larger Dividend Than Last YearMitsuba Corporation ( TSE:7280 ) will increase its dividend from last year's comparable payment on the 5th of June to...Declared Dividend • Nov 15Dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 28th March 2025 Payment date: 5th June 2025 Dividend yield will be 1.2%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (2% earnings payout ratio) and cash flows (1% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. Earnings per share has grown by 70% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Sep 13Mitsuba Corporation to Report Q2, 2025 Results on Nov 13, 2024Mitsuba Corporation announced that they will report Q2, 2025 results on Nov 13, 2024分析記事 • Sep 09Mitsuba (TSE:7280) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Reported Earnings • Aug 12First quarter 2025 earnings released: EPS: JP¥75.95 (vs JP¥20.65 in 1Q 2024)First quarter 2025 results: EPS: JP¥75.95 (up from JP¥20.65 in 1Q 2024). Revenue: JP¥84.4b (up 6.8% from 1Q 2024). Net income: JP¥3.40b (up 268% from 1Q 2024). Profit margin: 4.0% (up from 1.2% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥755, the stock trades at a trailing P/E ratio of 2.6x. Average trailing P/E is 8x in the Auto Components industry in Japan. Total returns to shareholders of 17% over the past three years.分析記事 • Aug 04It's Down 25% But Mitsuba Corporation (TSE:7280) Could Be Riskier Than It LooksTo the annoyance of some shareholders, Mitsuba Corporation ( TSE:7280 ) shares are down a considerable 25% in the last...お知らせ • Jun 28Mitsuba Corporation to Report Q1, 2025 Results on Aug 07, 2024Mitsuba Corporation announced that they will report Q1, 2025 results at 3:00 PM, Tokyo Standard Time on Aug 07, 2024Reported Earnings • Jun 25Full year 2024 earnings released: EPS: JP¥307 (vs JP¥26.48 in FY 2023)Full year 2024 results: EPS: JP¥307 (up from JP¥26.48 in FY 2023). Revenue: JP¥344.2b (up 7.7% from FY 2023). Net income: JP¥13.7b (up JP¥12.6b from FY 2023). Profit margin: 4.0% (up from 0.4% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.分析記事 • May 14Not Many Are Piling Into Mitsuba Corporation (TSE:7280) Stock Yet As It Plummets 31%Mitsuba Corporation ( TSE:7280 ) shareholders won't be pleased to see that the share price has had a very rough month...Reported Earnings • May 12Full year 2024 earnings released: EPS: JP¥307 (vs JP¥26.48 in FY 2023)Full year 2024 results: EPS: JP¥307 (up from JP¥26.48 in FY 2023). Revenue: JP¥344.2b (up 7.7% from FY 2023). Net income: JP¥13.7b (up JP¥12.6b from FY 2023). Profit margin: 4.0% (up from 0.4% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • May 12Mitsuba Corporation, Annual General Meeting, Jun 20, 2024Mitsuba Corporation, Annual General Meeting, Jun 20, 2024.お知らせ • Mar 30Mitsuba Corporation to Report Fiscal Year 2024 Results on May 10, 2024Mitsuba Corporation announced that they will report fiscal year 2024 results on May 10, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 1.1% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.6%).分析記事 • Mar 20Investors Met With Slowing Returns on Capital At Mitsuba (TSE:7280)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Feb 28Further Upside For Mitsuba Corporation (TSE:7280) Shares Could Introduce Price Risks After 26% BounceDespite an already strong run, Mitsuba Corporation ( TSE:7280 ) shares have been powering on, with a gain of 26% in the...Reported Earnings • Feb 16Third quarter 2024 earnings released: EPS: JP¥133 (vs JP¥11.53 in 3Q 2023)Third quarter 2024 results: EPS: JP¥133 (up from JP¥11.53 in 3Q 2023). Revenue: JP¥90.9b (up 8.1% from 3Q 2023). Net income: JP¥5.95b (up JP¥5.43b from 3Q 2023). Profit margin: 6.5% (up from 0.6% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 15Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥1,414, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 9x in the Auto Components industry in Japan. Total returns to shareholders of 128% over the past three years.お知らせ • Nov 27Mitsuba Corporation to Report Q3, 2024 Results on Feb 14, 2024Mitsuba Corporation announced that they will report Q3, 2024 results on Feb 14, 2024Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥852, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 77% over the past three years.New Risk • Nov 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.6% average weekly change). Minor Risk High level of debt (80% net debt to equity).Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥80.14 (vs JP¥6.41 in 2Q 2023)Second quarter 2024 results: EPS: JP¥80.14 (up from JP¥6.41 in 2Q 2023). Revenue: JP¥86.9b (flat on 2Q 2023). Net income: JP¥3.59b (up JP¥3.30b from 2Q 2023). Profit margin: 4.1% (up from 0.3% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 30Mitsuba Corporation to Report Q2, 2024 Results on Nov 08, 2023Mitsuba Corporation announced that they will report Q2, 2024 results on Nov 08, 2023Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥23.97 (vs JP¥37.78 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥23.97 (up from JP¥37.78 loss in 1Q 2023). Revenue: JP¥79.1b (up 18% from 1Q 2023). Net income: JP¥1.07b (up JP¥2.76b from 1Q 2023). Profit margin: 1.4% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 29Mitsuba Corporation to Report Q1, 2024 Results on Aug 09, 2023Mitsuba Corporation announced that they will report Q1, 2024 results on Aug 09, 2023Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥803, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 69% over the past three years.Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥26.48 (vs JP¥1.85 in FY 2022)Full year 2023 results: EPS: JP¥26.48 (up from JP¥1.85 in FY 2022). Revenue: JP¥319.5b (up 12% from FY 2022). Net income: JP¥1.19b (up JP¥1.10b from FY 2022). Profit margin: 0.4% (up from 0% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • May 11Mitsuba Corporation, Annual General Meeting, Jun 22, 2023Mitsuba Corporation, Annual General Meeting, Jun 22, 2023.Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥699, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 12x in the Auto Components industry in Japan. Total returns to shareholders of 66% over the past three years.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥583, the stock trades at a trailing P/E ratio of 17.4x. Average trailing P/E is 12x in the Auto Components industry in Japan. Total returns to shareholders of 37% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 08 June 2023. Payout ratio is a comfortable 9.0% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.2%).Valuation Update With 7 Day Price Move • Mar 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥459, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 19% over the past three years.Reported Earnings • Feb 09Third quarter 2023 earnings released: EPS: JP¥16.60 (vs JP¥48.24 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥16.60 (up from JP¥48.24 loss in 3Q 2022). Revenue: JP¥84.0b (up 17% from 3Q 2022). Net income: JP¥743.0m (up JP¥2.90b from 3Q 2022). Profit margin: 0.9% (up from net loss in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Feb 08+ 1 more updateMitsuba Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Mitsuba Corporation revised Consolidated earnings guidance for the Fiscal Year Ending March 31, 2023. For the year, company expects Net sales to be JPY 310,000 million compared to JPY 320,000 million previously guidance, Operating profit to be JPY 8,000 million compared to JPY 10,000 million previously guidance, Profit attributable to owners of parent to be JPY 1,200 million compared to JPY 3,000 previously guidance and Basic earnings per share to be JPY 6.70 compared to JPY 46.92 previously guidance.Buying Opportunity • Feb 02Now 21% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be JP¥645, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.お知らせ • Dec 01Mitsuba Corporation to Report Q3, 2023 Results on Feb 08, 2023Mitsuba Corporation announced that they will report Q3, 2023 results on Feb 08, 2023Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. President, COO, Chief of Business Mgmt. & Management of Quality Assurance & Representative Director Katsuyoshi Kitada was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥16.49 (vs JP¥22.88 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥16.49 (up from JP¥22.88 loss in 2Q 2022). Revenue: JP¥86.2b (up 28% from 2Q 2022). Net income: JP¥738.0m (up JP¥1.76b from 2Q 2022). Profit margin: 0.9% (up from net loss in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Nov 11Mitsuba Corporation Revises Consolidated Earnings Forecasts for the Fiscal Year Ending March 31, 2023Mitsuba Corporation revised consolidated earnings forecasts for the fiscal year ending March 31, 2023. For the year, company expected net sales from JPY 330,000 million to JPY 320,000 million, Operating profit from JPY 11,000 million to JPY 10,000 million, Profit attributable to owners of parent from JPY 4,000 million to JPY 3,000 million and Basic earnings per share from JPY 69.26 to JPY 46.92.お知らせ • Aug 28Mitsuba Corporation to Report Q2, 2023 Results on Nov 09, 2022Mitsuba Corporation announced that they will report Q2, 2023 results on Nov 09, 2022Reported Earnings • Aug 12First quarter 2023 earnings released: JP¥32.78 loss per share (vs JP¥19.66 profit in 1Q 2022)First quarter 2023 results: JP¥32.78 loss per share (down from JP¥19.66 profit in 1Q 2022). Revenue: JP¥66.8b (down 4.2% from 1Q 2022). Net loss: JP¥1.47b (down 267% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Aug 11+ 1 more updateMitsuba Corporation Provides Consolidated Earnings Guidance for the First Six Months and Full Year of Fiscal Ending March 31, 2023Mitsuba Corporation provided consolidated earnings guidance for the first six months and full year of fiscal ending March 31, 2023. For the six months, the company expects net sales of ¥155,000 million, operating profit of ¥2,000 million, loss attributable to owners of parent of ¥1,000 million and basic loss per share of ¥32.43. For the year, the company expects net sales of ¥330,000 million, operating profit of ¥11,000 million, profit attributable to owners of parent of ¥4,000 million and basic earnings per share of ¥69.26.お知らせ • May 29Mitsuba Corporation to Report Q1, 2023 Results on Aug 10, 2022Mitsuba Corporation announced that they will report Q1, 2023 results on Aug 10, 2022お知らせ • May 27+ 1 more updateMitsuba Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Mitsuba Corporation provided dividend guidance for the fiscal year ending March 31, 2023. For the year, the company expects dividend of ¥3.00 per share against ¥3.00 per share a year ago.Reported Earnings • May 13Full year 2022 earnings released: EPS: JP¥1.85 (vs JP¥16.36 in FY 2021)Full year 2022 results: EPS: JP¥1.85 (down from JP¥16.36 in FY 2021). Revenue: JP¥286.5b (up 6.4% from FY 2021). Net income: JP¥83.0m (down 89% from FY 2021). Profit margin: 0% (down from 0.3% in FY 2021). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • May 13Mitsuba Corporation, Annual General Meeting, Jun 23, 2022Mitsuba Corporation, Annual General Meeting, Jun 23, 2022.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. President, COO & Representative Director Katsuyoshi Kitada was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Mitsuba Corporation to Report Fiscal Year 2022 Results on May 11, 2022Mitsuba Corporation announced that they will report fiscal year 2022 results on May 11, 2022Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥33.09 loss per share (down from JP¥85.31 profit in 3Q 2021). Revenue: JP¥72.0b (down 9.3% from 3Q 2021). Net loss: JP¥1.48b (down 139% from profit in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 11Second quarter 2022 earnings released: JP¥12.80 loss per share (vs JP¥8.40 profit in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2022 results: Revenue: JP¥67.2b (down 6.8% from 2Q 2021). Net loss: JP¥573.0m (down 252% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to JP¥654, the stock trades at a trailing P/E ratio of 40x. Average trailing P/E is 11x in the Auto Components industry in Japan. Total loss to shareholders of 28% over the past three years.Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 24% share price gain to JP¥798, the stock trades at a trailing P/E ratio of 48.8x. Average trailing P/E is 14x in the Auto Components industry in Japan. Total loss to shareholders of 38% over the past three years.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥16.36 (vs JP¥308 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥269.2b (down 12% from FY 2020). Net income: JP¥732.0m (up JP¥14.5b from FY 2020). Profit margin: 0.3% (up from net loss in FY 2020). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings. 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、Mitsuba 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:7280 - 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3/31/2026348,59911,82016,96628,610N/A12/31/2025345,6608,14720,45032,121N/A9/30/2025345,95810,82522,05132,980N/A6/30/2025345,59511,26828,37137,894N/A3/31/2025349,35311,27329,16938,023N/A12/31/2024344,66013,45031,74139,629N/A9/30/2024348,86415,50734,79143,318N/A6/30/2024349,49415,46736,03844,772N/A3/31/2024344,15413,14131,13041,509N/A12/31/2023339,28211,78431,03541,601N/A9/30/2023332,4666,80025,45536,101N/A6/30/2023331,7783,80020,71331,313N/A3/31/2023319,5001,18519,74829,618N/A12/31/2022314,6061,49811,27422,234N/A9/30/2022302,608-1,1775,51716,091N/A6/30/2022283,546-2,4883,24214,518N/A3/31/2022286,4828377011,996N/A12/31/2021285,829-3067319,588N/A9/30/2021293,2355,6717,26115,989N/A6/30/2021298,1617,07112,51020,736N/A3/31/2021269,2027327,79815,410N/A12/31/2020263,057-14,4424,43315,845N/A9/30/2020260,602-16,460-5,9267,495N/A6/30/2020266,201-19,049-16,3383,462N/A3/31/2020304,224-13,804-10,81015,305N/A12/31/2019316,871-4,908N/A13,494N/A9/30/2019325,315-8,964N/A11,916N/A6/30/2019329,223-7,012N/A7,411N/A3/31/2019333,278-7,021N/A6,157N/A12/31/2018390,060-4,230N/A7,123N/A9/30/2018388,621949N/A2,923N/A6/30/2018386,910-9,029N/A5,361N/A3/31/2018387,186-6,528N/A5,470N/A12/31/2017337,862-4,339N/A8,536N/A9/30/2017331,756-5,057N/A18,629N/A6/30/2017332,3127,213N/A24,433N/A3/31/2017327,9775,082N/A25,450N/A12/31/2016325,2014,706N/A22,150N/A9/30/2016331,1665,205N/A27,884N/A6/30/2016330,9395,912N/A31,678N/A3/31/2016333,2328,518N/A29,276N/A12/31/2015327,5479,076N/A33,792N/A9/30/2015318,02911,960N/A23,804N/A6/30/2015313,22712,062N/A19,779N/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: 7280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: 7280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: 7280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: 7280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: 7280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: 7280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2026/05/28 14:16終値2026/05/28 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Mitsuba Corporation 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。4 アナリスト機関Ayako WatanabeIchiyoshi Research Institute Inc.Ken IrisawaMarusan Securities Co. Ltd.Hitoshi SakamotoMizuho Securities Co., Ltd.1 その他のアナリストを表示
お知らせ • Feb 08+ 1 more updateMitsuba Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Mitsuba Corporation revised Consolidated earnings guidance for the Fiscal Year Ending March 31, 2023. For the year, company expects Net sales to be JPY 310,000 million compared to JPY 320,000 million previously guidance, Operating profit to be JPY 8,000 million compared to JPY 10,000 million previously guidance, Profit attributable to owners of parent to be JPY 1,200 million compared to JPY 3,000 previously guidance and Basic earnings per share to be JPY 6.70 compared to JPY 46.92 previously guidance.
お知らせ • Nov 11Mitsuba Corporation Revises Consolidated Earnings Forecasts for the Fiscal Year Ending March 31, 2023Mitsuba Corporation revised consolidated earnings forecasts for the fiscal year ending March 31, 2023. For the year, company expected net sales from JPY 330,000 million to JPY 320,000 million, Operating profit from JPY 11,000 million to JPY 10,000 million, Profit attributable to owners of parent from JPY 4,000 million to JPY 3,000 million and Basic earnings per share from JPY 69.26 to JPY 46.92.
お知らせ • Aug 11+ 1 more updateMitsuba Corporation Provides Consolidated Earnings Guidance for the First Six Months and Full Year of Fiscal Ending March 31, 2023Mitsuba Corporation provided consolidated earnings guidance for the first six months and full year of fiscal ending March 31, 2023. For the six months, the company expects net sales of ¥155,000 million, operating profit of ¥2,000 million, loss attributable to owners of parent of ¥1,000 million and basic loss per share of ¥32.43. For the year, the company expects net sales of ¥330,000 million, operating profit of ¥11,000 million, profit attributable to owners of parent of ¥4,000 million and basic earnings per share of ¥69.26.
分析記事 • 16hWe Like Mitsuba's (TSE:7280) Earnings For More Than Just Statutory ProfitShareholders appeared to be happy with Mitsuba Corporation's ( TSE:7280 ) solid earnings report last week. Looking...
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥257 (vs JP¥252 in FY 2025)Full year 2026 results: EPS: JP¥257 (up from JP¥252 in FY 2025). Revenue: JP¥348.6b (flat on FY 2025). Net income: JP¥11.8b (up 4.9% from FY 2025). Profit margin: 3.4% (up from 3.2% in FY 2025). Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 20% per year.
お知らせ • May 16Mitsuba Corporation (TSE:7280) and Chubu Electric Power Company, Incorporated (TSE:9502) proposed to acquire an remaining 48.7% stake in Ryomo Systems Co.,Ltd. (TSE:9691) for ¥8.9 billion.Mitsuba Corporation (TSE:7280) and Chubu Electric Power Company, Incorporated (TSE:9502) proposed to acquire an remaining 48.7% stake in Ryomo Systems Co.,Ltd. (TSE:9691) for ¥8.9 billion on May 14, 2026. A cash consideration valued at ¥5200 per share will be paid by Mitsuba Corporation and Chubu Electric Power Company, Incorporated. The lower limit of the tender offer acceptance is 0.53726 million shares, which will increase the ownership of tender offerors to 66.67% stake. The sellers in the transaction include Sadami Hino, Custody Bank of Japan, Ltd., Hikari Tsushin Investments Okinawa Co., Ltd., Tomohiro Yoshida, Secom General Insurance Co., Ltd., Sunfield Industry Co., Ltd., Kiryu Gas Company and Ryuei Seiko, K.K. If the Tender Offer is successfully completed, but the Offerors are unable to acquire all of the Target Company Shares (excluding the Target Company Shares held by MITSUBA and the treasury shares held by the Target Company) in the Tender Offer, then the Offerors intend to request the Target Company to carry out a series of procedures (the “Squeeze Out Procedures”) for making the Offerors the only shareholders of the Target Company. the Offerors, MITSUBA plans to purchase up to 1,003,800 shares (ownership percentage: 28.69%) out of the total number of Tendered Share Certificates, Etc. in which 80% of the voting rights represented by the Target Company Shares will be held by MITSUBA after purchase, and Chubu Electric Power plans to purchase the remaining 20% shares. The transaction is subject to minimum tender. The Board of Directors of Ryomo Systems Co.,Ltd. formed a special committee for the transaction. The expected completion of the transaction is July 8, 2026. The transaction was recommended by board of directors of Ryomo Systems on May 14, 2026. Mizuho Securities Co., Ltd. acted as financial advisor for Mitsuba Corporation. YAMADA Consulting Group Co.,Ltd. acted as financial advisor for Chubu Electric Power Company, Incorporated. Mori Hamada & Matsumoto LPC acted as legal advisor for Mitsuba Corporation and Chubu Electric Power Company, Incorporated. Nishimura & Asahi acted as legal advisor for Ryomo Systems Co.,Ltd.
お知らせ • May 15Mitsuba Corporation, Annual General Meeting, Jun 25, 2026Mitsuba Corporation, Annual General Meeting, Jun 25, 2026.
お知らせ • May 10Mitsuba Corporation to Report Fiscal Year 2026 Results on May 15, 2026Mitsuba Corporation announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 11 June 2026. Payout ratio is a comfortable 5.6% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
分析記事 • Feb 16Mitsuba (TSE:7280) Is Increasing Its Dividend To ¥25.00Mitsuba Corporation ( TSE:7280 ) will increase its dividend from last year's comparable payment on the 11th of June to...
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥26.42 (vs JP¥82.45 in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.42 (down from JP¥82.45 in 3Q 2025). Revenue: JP¥86.4b (flat on 3Q 2025). Net income: JP¥1.22b (down 67% from 3Q 2025). Profit margin: 1.4% (down from 4.3% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Feb 11New 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: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.4% net profit margin).
分析記事 • Jan 22Mitsuba (TSE:7280) Is Increasing Its Dividend To ¥15.00Mitsuba Corporation ( TSE:7280 ) will increase its dividend from last year's comparable payment on the 11th of June to...
分析記事 • Jan 19We Like These Underlying Return On Capital Trends At Mitsuba (TSE:7280)What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
分析記事 • Jan 19Mitsuba Corporation (TSE:7280) Held Back By Insufficient Growth Even After Shares Climb 46%Mitsuba Corporation ( TSE:7280 ) shareholders have had their patience rewarded with a 46% share price jump in the last...
New Risk • Jan 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.5% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.5% average weekly change). Minor Risk High level of debt (43% net debt to equity).
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 30%After last week's 30% share price gain to JP¥1,454, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 218% over the past three years.
分析記事 • Dec 07Mitsuba (TSE:7280) Has Announced That It Will Be Increasing Its Dividend To ¥15.00Mitsuba Corporation ( TSE:7280 ) will increase its dividend from last year's comparable payment on the 11th of June to...
お知らせ • Dec 06Mitsuba Corporation to Report Q3, 2026 Results on Feb 10, 2026Mitsuba Corporation announced that they will report Q3, 2026 results on Feb 10, 2026
分析記事 • Nov 25Some May Be Optimistic About Mitsuba's (TSE:7280) EarningsSoft earnings didn't appear to concern Mitsuba Corporation's ( TSE:7280 ) shareholders over the last week. We did some...
Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥67.98 (vs JP¥71.01 in 2Q 2025)Second quarter 2026 results: EPS: JP¥67.98 (down from JP¥71.01 in 2Q 2025). Revenue: JP¥86.7b (flat on 2Q 2025). Net income: JP¥3.13b (down 1.6% from 2Q 2025). Profit margin: 3.6% (down from 3.7% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
分析記事 • Nov 14Mitsuba's (TSE:7280) Upcoming Dividend Will Be Larger Than Last Year'sMitsuba Corporation ( TSE:7280 ) will increase its dividend from last year's comparable payment on the 11th of June to...
Declared Dividend • Nov 14Dividend of JP¥15.00 announcedShareholders will receive a dividend of JP¥15.00. Ex-date: 30th March 2026 Payment date: 11th June 2026 Dividend yield will be 1.6%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (4% earnings payout ratio) and cash flows (2% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 66% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 03Mitsuba Corporation to Report Q2, 2026 Results on Nov 12, 2025Mitsuba Corporation announced that they will report Q2, 2026 results on Nov 12, 2025
Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: JP¥73.93 (vs JP¥75.95 in 1Q 2025)First quarter 2026 results: EPS: JP¥73.93 (down from JP¥75.95 in 1Q 2025). Revenue: JP¥80.7b (down 4.5% from 1Q 2025). Net income: JP¥3.39b (flat on 1Q 2025). Profit margin: 4.2% (up from 4.0% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 01Full year 2025 earnings released: EPS: JP¥265 (vs JP¥294 in FY 2024)Full year 2025 results: EPS: JP¥265 (down from JP¥294 in FY 2024). Revenue: JP¥349.4b (up 1.5% from FY 2024). Net income: JP¥11.9b (down 9.7% from FY 2024). Profit margin: 3.4% (down from 3.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
New Risk • Jun 13New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.9% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (48% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • May 31Mitsuba Corporation to Report Q1, 2026 Results on Aug 05, 2025Mitsuba Corporation announced that they will report Q1, 2026 results on Aug 05, 2025
分析記事 • May 26We Think You Can Look Beyond Mitsuba's (TSE:7280) Lackluster EarningsMitsuba Corporation's ( TSE:7280 ) earnings announcement last week didn't impress shareholders. Despite the soft profit...
お知らせ • May 14Mitsuba Corporation, Annual General Meeting, Jun 26, 2025Mitsuba Corporation, Annual General Meeting, Jun 26, 2025.
分析記事 • Apr 17Here's Why Mitsuba (TSE:7280) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥678, the stock trades at a trailing P/E ratio of 2.3x. Average trailing P/E is 9x in the Auto Components industry in Japan. Total returns to shareholders of 102% over the past three years.
分析記事 • Mar 26Mitsuba's (TSE:7280) Upcoming Dividend Will Be Larger Than Last Year'sMitsuba Corporation's ( TSE:7280 ) dividend will be increasing from last year's payment of the same period to ¥10.00 on...
お知らせ • Mar 26Mitsuba Corporation to Report Fiscal Year 2025 Results on May 14, 2025Mitsuba Corporation announced that they will report fiscal year 2025 results on May 14, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 05 June 2025. Payout ratio is a comfortable 2.0% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.3%).
New Risk • Mar 18New 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 5.3% 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: Minor Risks High level of debt (44% net debt to equity). Share price has been volatile over the past 3 months (5.3% average weekly change).
Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: JP¥82.45 (vs JP¥123 in 3Q 2024)Third quarter 2025 results: EPS: JP¥82.45 (down from JP¥123 in 3Q 2024). Revenue: JP¥86.6b (down 4.6% from 3Q 2024). Net income: JP¥3.69b (down 33% from 3Q 2024). Profit margin: 4.3% (down from 6.1% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 13Mitsuba (TSE:7280) Is Increasing Its Dividend To ¥10.00Mitsuba Corporation ( TSE:7280 ) has announced that it will be increasing its dividend from last year's comparable...
分析記事 • Dec 30Mitsuba's (TSE:7280) Dividend Will Be Increased To ¥10.00Mitsuba Corporation ( TSE:7280 ) has announced that it will be increasing its dividend from last year's comparable...
分析記事 • Dec 15Mitsuba (TSE:7280) Is Paying Out A Larger Dividend Than Last YearThe board of Mitsuba Corporation ( TSE:7280 ) has announced that it will be paying its dividend of ¥10.00 on the 5th of...
お知らせ • Dec 07Mitsuba Corporation to Report Q3, 2025 Results on Feb 12, 2025Mitsuba Corporation announced that they will report Q3, 2025 results on Feb 12, 2025
分析記事 • Dec 01Mitsuba (TSE:7280) Will Pay A Larger Dividend Than Last Year At ¥10.00Mitsuba Corporation ( TSE:7280 ) has announced that it will be increasing its dividend from last year's comparable...
分析記事 • Nov 21We Think Mitsuba's (TSE:7280) Robust Earnings Are ConservativeThe subdued stock price reaction suggests that Mitsuba Corporation's ( TSE:7280 ) strong earnings didn't offer any...
分析記事 • Nov 17Mitsuba (TSE:7280) Is Paying Out A Larger Dividend Than Last YearMitsuba Corporation ( TSE:7280 ) will increase its dividend from last year's comparable payment on the 5th of June to...
Declared Dividend • Nov 15Dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 28th March 2025 Payment date: 5th June 2025 Dividend yield will be 1.2%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (2% earnings payout ratio) and cash flows (1% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. Earnings per share has grown by 70% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 13Mitsuba Corporation to Report Q2, 2025 Results on Nov 13, 2024Mitsuba Corporation announced that they will report Q2, 2025 results on Nov 13, 2024
分析記事 • Sep 09Mitsuba (TSE:7280) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Reported Earnings • Aug 12First quarter 2025 earnings released: EPS: JP¥75.95 (vs JP¥20.65 in 1Q 2024)First quarter 2025 results: EPS: JP¥75.95 (up from JP¥20.65 in 1Q 2024). Revenue: JP¥84.4b (up 6.8% from 1Q 2024). Net income: JP¥3.40b (up 268% from 1Q 2024). Profit margin: 4.0% (up from 1.2% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥755, the stock trades at a trailing P/E ratio of 2.6x. Average trailing P/E is 8x in the Auto Components industry in Japan. Total returns to shareholders of 17% over the past three years.
分析記事 • Aug 04It's Down 25% But Mitsuba Corporation (TSE:7280) Could Be Riskier Than It LooksTo the annoyance of some shareholders, Mitsuba Corporation ( TSE:7280 ) shares are down a considerable 25% in the last...
お知らせ • Jun 28Mitsuba Corporation to Report Q1, 2025 Results on Aug 07, 2024Mitsuba Corporation announced that they will report Q1, 2025 results at 3:00 PM, Tokyo Standard Time on Aug 07, 2024
Reported Earnings • Jun 25Full year 2024 earnings released: EPS: JP¥307 (vs JP¥26.48 in FY 2023)Full year 2024 results: EPS: JP¥307 (up from JP¥26.48 in FY 2023). Revenue: JP¥344.2b (up 7.7% from FY 2023). Net income: JP¥13.7b (up JP¥12.6b from FY 2023). Profit margin: 4.0% (up from 0.4% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
分析記事 • May 14Not Many Are Piling Into Mitsuba Corporation (TSE:7280) Stock Yet As It Plummets 31%Mitsuba Corporation ( TSE:7280 ) shareholders won't be pleased to see that the share price has had a very rough month...
Reported Earnings • May 12Full year 2024 earnings released: EPS: JP¥307 (vs JP¥26.48 in FY 2023)Full year 2024 results: EPS: JP¥307 (up from JP¥26.48 in FY 2023). Revenue: JP¥344.2b (up 7.7% from FY 2023). Net income: JP¥13.7b (up JP¥12.6b from FY 2023). Profit margin: 4.0% (up from 0.4% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12Mitsuba Corporation, Annual General Meeting, Jun 20, 2024Mitsuba Corporation, Annual General Meeting, Jun 20, 2024.
お知らせ • Mar 30Mitsuba Corporation to Report Fiscal Year 2024 Results on May 10, 2024Mitsuba Corporation announced that they will report fiscal year 2024 results on May 10, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 1.1% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.6%).
分析記事 • Mar 20Investors Met With Slowing Returns on Capital At Mitsuba (TSE:7280)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Feb 28Further Upside For Mitsuba Corporation (TSE:7280) Shares Could Introduce Price Risks After 26% BounceDespite an already strong run, Mitsuba Corporation ( TSE:7280 ) shares have been powering on, with a gain of 26% in the...
Reported Earnings • Feb 16Third quarter 2024 earnings released: EPS: JP¥133 (vs JP¥11.53 in 3Q 2023)Third quarter 2024 results: EPS: JP¥133 (up from JP¥11.53 in 3Q 2023). Revenue: JP¥90.9b (up 8.1% from 3Q 2023). Net income: JP¥5.95b (up JP¥5.43b from 3Q 2023). Profit margin: 6.5% (up from 0.6% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 15Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥1,414, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 9x in the Auto Components industry in Japan. Total returns to shareholders of 128% over the past three years.
お知らせ • Nov 27Mitsuba Corporation to Report Q3, 2024 Results on Feb 14, 2024Mitsuba Corporation announced that they will report Q3, 2024 results on Feb 14, 2024
Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥852, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 77% over the past three years.
New Risk • Nov 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.6% average weekly change). Minor Risk High level of debt (80% net debt to equity).
Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥80.14 (vs JP¥6.41 in 2Q 2023)Second quarter 2024 results: EPS: JP¥80.14 (up from JP¥6.41 in 2Q 2023). Revenue: JP¥86.9b (flat on 2Q 2023). Net income: JP¥3.59b (up JP¥3.30b from 2Q 2023). Profit margin: 4.1% (up from 0.3% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 30Mitsuba Corporation to Report Q2, 2024 Results on Nov 08, 2023Mitsuba Corporation announced that they will report Q2, 2024 results on Nov 08, 2023
Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥23.97 (vs JP¥37.78 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥23.97 (up from JP¥37.78 loss in 1Q 2023). Revenue: JP¥79.1b (up 18% from 1Q 2023). Net income: JP¥1.07b (up JP¥2.76b from 1Q 2023). Profit margin: 1.4% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 29Mitsuba Corporation to Report Q1, 2024 Results on Aug 09, 2023Mitsuba Corporation announced that they will report Q1, 2024 results on Aug 09, 2023
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥803, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 69% over the past three years.
Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥26.48 (vs JP¥1.85 in FY 2022)Full year 2023 results: EPS: JP¥26.48 (up from JP¥1.85 in FY 2022). Revenue: JP¥319.5b (up 12% from FY 2022). Net income: JP¥1.19b (up JP¥1.10b from FY 2022). Profit margin: 0.4% (up from 0% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • May 11Mitsuba Corporation, Annual General Meeting, Jun 22, 2023Mitsuba Corporation, Annual General Meeting, Jun 22, 2023.
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥699, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 12x in the Auto Components industry in Japan. Total returns to shareholders of 66% over the past three years.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥583, the stock trades at a trailing P/E ratio of 17.4x. Average trailing P/E is 12x in the Auto Components industry in Japan. Total returns to shareholders of 37% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 08 June 2023. Payout ratio is a comfortable 9.0% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.2%).
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥459, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 19% over the past three years.
Reported Earnings • Feb 09Third quarter 2023 earnings released: EPS: JP¥16.60 (vs JP¥48.24 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥16.60 (up from JP¥48.24 loss in 3Q 2022). Revenue: JP¥84.0b (up 17% from 3Q 2022). Net income: JP¥743.0m (up JP¥2.90b from 3Q 2022). Profit margin: 0.9% (up from net loss in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Feb 08+ 1 more updateMitsuba Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Mitsuba Corporation revised Consolidated earnings guidance for the Fiscal Year Ending March 31, 2023. For the year, company expects Net sales to be JPY 310,000 million compared to JPY 320,000 million previously guidance, Operating profit to be JPY 8,000 million compared to JPY 10,000 million previously guidance, Profit attributable to owners of parent to be JPY 1,200 million compared to JPY 3,000 previously guidance and Basic earnings per share to be JPY 6.70 compared to JPY 46.92 previously guidance.
Buying Opportunity • Feb 02Now 21% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be JP¥645, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Dec 01Mitsuba Corporation to Report Q3, 2023 Results on Feb 08, 2023Mitsuba Corporation announced that they will report Q3, 2023 results on Feb 08, 2023
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. President, COO, Chief of Business Mgmt. & Management of Quality Assurance & Representative Director Katsuyoshi Kitada was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥16.49 (vs JP¥22.88 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥16.49 (up from JP¥22.88 loss in 2Q 2022). Revenue: JP¥86.2b (up 28% from 2Q 2022). Net income: JP¥738.0m (up JP¥1.76b from 2Q 2022). Profit margin: 0.9% (up from net loss in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Nov 11Mitsuba Corporation Revises Consolidated Earnings Forecasts for the Fiscal Year Ending March 31, 2023Mitsuba Corporation revised consolidated earnings forecasts for the fiscal year ending March 31, 2023. For the year, company expected net sales from JPY 330,000 million to JPY 320,000 million, Operating profit from JPY 11,000 million to JPY 10,000 million, Profit attributable to owners of parent from JPY 4,000 million to JPY 3,000 million and Basic earnings per share from JPY 69.26 to JPY 46.92.
お知らせ • Aug 28Mitsuba Corporation to Report Q2, 2023 Results on Nov 09, 2022Mitsuba Corporation announced that they will report Q2, 2023 results on Nov 09, 2022
Reported Earnings • Aug 12First quarter 2023 earnings released: JP¥32.78 loss per share (vs JP¥19.66 profit in 1Q 2022)First quarter 2023 results: JP¥32.78 loss per share (down from JP¥19.66 profit in 1Q 2022). Revenue: JP¥66.8b (down 4.2% from 1Q 2022). Net loss: JP¥1.47b (down 267% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Aug 11+ 1 more updateMitsuba Corporation Provides Consolidated Earnings Guidance for the First Six Months and Full Year of Fiscal Ending March 31, 2023Mitsuba Corporation provided consolidated earnings guidance for the first six months and full year of fiscal ending March 31, 2023. For the six months, the company expects net sales of ¥155,000 million, operating profit of ¥2,000 million, loss attributable to owners of parent of ¥1,000 million and basic loss per share of ¥32.43. For the year, the company expects net sales of ¥330,000 million, operating profit of ¥11,000 million, profit attributable to owners of parent of ¥4,000 million and basic earnings per share of ¥69.26.
お知らせ • May 29Mitsuba Corporation to Report Q1, 2023 Results on Aug 10, 2022Mitsuba Corporation announced that they will report Q1, 2023 results on Aug 10, 2022
お知らせ • May 27+ 1 more updateMitsuba Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Mitsuba Corporation provided dividend guidance for the fiscal year ending March 31, 2023. For the year, the company expects dividend of ¥3.00 per share against ¥3.00 per share a year ago.
Reported Earnings • May 13Full year 2022 earnings released: EPS: JP¥1.85 (vs JP¥16.36 in FY 2021)Full year 2022 results: EPS: JP¥1.85 (down from JP¥16.36 in FY 2021). Revenue: JP¥286.5b (up 6.4% from FY 2021). Net income: JP¥83.0m (down 89% from FY 2021). Profit margin: 0% (down from 0.3% in FY 2021). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • May 13Mitsuba Corporation, Annual General Meeting, Jun 23, 2022Mitsuba Corporation, Annual General Meeting, Jun 23, 2022.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. President, COO & Representative Director Katsuyoshi Kitada was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Mitsuba Corporation to Report Fiscal Year 2022 Results on May 11, 2022Mitsuba Corporation announced that they will report fiscal year 2022 results on May 11, 2022
Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥33.09 loss per share (down from JP¥85.31 profit in 3Q 2021). Revenue: JP¥72.0b (down 9.3% from 3Q 2021). Net loss: JP¥1.48b (down 139% from profit in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 11Second quarter 2022 earnings released: JP¥12.80 loss per share (vs JP¥8.40 profit in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2022 results: Revenue: JP¥67.2b (down 6.8% from 2Q 2021). Net loss: JP¥573.0m (down 252% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to JP¥654, the stock trades at a trailing P/E ratio of 40x. Average trailing P/E is 11x in the Auto Components industry in Japan. Total loss to shareholders of 28% over the past three years.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 24% share price gain to JP¥798, the stock trades at a trailing P/E ratio of 48.8x. Average trailing P/E is 14x in the Auto Components industry in Japan. Total loss to shareholders of 38% over the past three years.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥16.36 (vs JP¥308 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥269.2b (down 12% from FY 2020). Net income: JP¥732.0m (up JP¥14.5b from FY 2020). Profit margin: 0.3% (up from net loss in FY 2020). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.