Yahagi ConstructionLtd（1870）株式概要矢作建設工業株式会社は日本で建設、土木、不動産事業を営んでいる。 詳細1870 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長1/6過去の実績5/6財務の健全性6/6配当金6/6報酬当社が推定した公正価値より22.5%で取引されている 収益は年間6.97%増加すると予測されています 過去1年間で収益は50.1%増加しました 4.87%の高配当で安定した配当金を支払う 同業他社や業界と比較して、良好な取引価格 リスク分析リスクチェックの結果、1870 、リスクは検出されなかった。すべてのリスクチェックを見る1870 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥1.85k17.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0213b2016201920222025202620282031Revenue JP¥212.9bEarnings JP¥10.6bAdvancedSet Fair ValueView all narrativesYahagi Construction Co.,Ltd. 競合他社Tess HoldingsLtdSymbol: TSE:5074Market cap: JP¥84.0bMitsubishi Kakoki KaishaSymbol: TSE:6331Market cap: JP¥77.5bMEISEI INDUSTRIALLtdSymbol: TSE:1976Market cap: JP¥79.9bNippon RietecLtdSymbol: TSE:1938Market cap: JP¥65.3b価格と性能株価の高値、安値、推移の概要Yahagi ConstructionLtd過去の株価現在の株価JP¥1,847.0052週高値JP¥2,534.0052週安値JP¥1,648.00ベータ0.391ヶ月の変化-9.59%3ヶ月変化-25.28%1年変化11.94%3年間の変化69.29%5年間の変化156.53%IPOからの変化55.21%最新ニュース分析記事 • May 19Shareholders Will Be Pleased With The Quality of Yahagi ConstructionLtd's (TSE:1870) EarningsYahagi Construction Co.,Ltd.'s ( TSE:1870 ) earnings announcement last week was disappointing for investors, despite...Reported Earnings • May 13Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥197 (up from JP¥131 in FY 2025). Revenue: JP¥169.4b (up 20% from FY 2025). Net income: JP¥8.47b (up 50% from FY 2025). Profit margin: 5.0% (up from 4.0% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 20% per year.お知らせ • May 12Yahagi Construction Co.,Ltd., Annual General Meeting, Jun 26, 2026Yahagi Construction Co.,Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • May 09Yahagi Construction Co.,Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Yahagi Construction Co.,Ltd. announced that they will report fiscal year 2026 results on May 12, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 08 June 2026. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.4%).分析記事 • Feb 13Yahagi ConstructionLtd (TSE:1870) Is Due To Pay A Dividend Of ¥45.00Yahagi Construction Co.,Ltd. ( TSE:1870 ) will pay a dividend of ¥45.00 on the 8th of June. This will take the dividend...最新情報をもっと見るRecent updates分析記事 • May 19Shareholders Will Be Pleased With The Quality of Yahagi ConstructionLtd's (TSE:1870) EarningsYahagi Construction Co.,Ltd.'s ( TSE:1870 ) earnings announcement last week was disappointing for investors, despite...Reported Earnings • May 13Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥197 (up from JP¥131 in FY 2025). Revenue: JP¥169.4b (up 20% from FY 2025). Net income: JP¥8.47b (up 50% from FY 2025). Profit margin: 5.0% (up from 4.0% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 20% per year.お知らせ • May 12Yahagi Construction Co.,Ltd., Annual General Meeting, Jun 26, 2026Yahagi Construction Co.,Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • May 09Yahagi Construction Co.,Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Yahagi Construction Co.,Ltd. announced that they will report fiscal year 2026 results on May 12, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 08 June 2026. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.4%).分析記事 • Feb 13Yahagi ConstructionLtd (TSE:1870) Is Due To Pay A Dividend Of ¥45.00Yahagi Construction Co.,Ltd. ( TSE:1870 ) will pay a dividend of ¥45.00 on the 8th of June. This will take the dividend...Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: JP¥36.74 (vs JP¥31.40 in 3Q 2025)Third quarter 2026 results: EPS: JP¥36.74 (up from JP¥31.40 in 3Q 2025). Revenue: JP¥43.4b (up 13% from 3Q 2025). Net income: JP¥1.58b (up 17% from 3Q 2025). Profit margin: 3.6% (in line with 3Q 2025). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 24Yahagi ConstructionLtd's (TSE:1870) Dividend Will Be ¥45.00The board of Yahagi Construction Co.,Ltd. ( TSE:1870 ) has announced that it will pay a dividend on the 8th of June...お知らせ • Jan 24Yahagi Construction Co.,Ltd. (TSE:1870) signed a letter of intent to acquire Aquarius Invesco Ltd. for ¥2.5 billion.Yahagi Construction Co.,Ltd. (TSE:1870) signed a letter of intent to acquire Aquarius Invesco Ltd. for ¥2.5 billion on January 23, 2026. A cash consideration of ¥2.5 billion will be paid by Yahagi Construction Co.,Ltd. for 18,620 shares. For the period ending April 30, 2025, Aquarius Invesco Ltd. reported total revenue of ¥0, operating loss of ¥1 million and net loss of ¥44 million. As of April 30, 2025, Aquarius Invesco Ltd. reported total assets of ¥3.18 billion and total common equity of ¥754 million. The expected completion of the transaction is April 1, 2026.分析記事 • Dec 27Yahagi ConstructionLtd (TSE:1870) Will Pay A Dividend Of ¥45.00Yahagi Construction Co.,Ltd.'s ( TSE:1870 ) investors are due to receive a payment of ¥45.00 per share on 8th of June...お知らせ • Dec 27Yahagi Construction Co.,Ltd. to Report Q3, 2026 Results on Feb 09, 2026Yahagi Construction Co.,Ltd. announced that they will report Q3, 2026 results on Feb 09, 2026分析記事 • Nov 30Yahagi ConstructionLtd (TSE:1870) Has Announced A Dividend Of ¥45.00Yahagi Construction Co.,Ltd.'s ( TSE:1870 ) investors are due to receive a payment of ¥45.00 per share on 8th of June...Declared Dividend • Nov 29First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 30th March 2026 Payment date: 8th June 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (35% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 9.4% over the next 3 years. However, it would need to fall by 61% to increase the payout ratio to a potentially unsustainable range.分析記事 • Nov 14There May Be Underlying Issues With The Quality Of Yahagi ConstructionLtd's (TSE:1870) EarningsYahagi Construction Co.,Ltd.'s ( TSE:1870 ) robust earnings report didn't manage to move the market for its stock. Our...New Risk • Nov 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 3.2% per year for the foreseeable future. High level of non-cash earnings (24% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥73.82 (vs JP¥8.90 in 2Q 2025)Second quarter 2026 results: EPS: JP¥73.82 (up from JP¥8.90 in 2Q 2025). Revenue: JP¥48.5b (up 51% from 2Q 2025). Net income: JP¥3.18b (up JP¥2.79b from 2Q 2025). Profit margin: 6.5% (up from 1.2% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).分析記事 • Sep 01Yahagi ConstructionLtd (TSE:1870) Has Announced That It Will Be Increasing Its Dividend To ¥45.00Yahagi Construction Co.,Ltd. ( TSE:1870 ) will increase its dividend from last year's comparable payment on the 1st of...お知らせ • Sep 01Yahagi Construction Co.,Ltd. to Report Q2, 2026 Results on Nov 06, 2025Yahagi Construction Co.,Ltd. announced that they will report Q2, 2026 results on Nov 06, 2025Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥59.50 (vs JP¥13.57 in 1Q 2025)First quarter 2026 results: EPS: JP¥59.50 (up from JP¥13.57 in 1Q 2025). Revenue: JP¥41.2b (up 55% from 1Q 2025). Net income: JP¥2.56b (up 338% from 1Q 2025). Profit margin: 6.2% (up from 2.2% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Construction 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 39% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 23Yahagi ConstructionLtd (TSE:1870) Has Announced That It Will Be Increasing Its Dividend To ¥45.00Yahagi Construction Co.,Ltd.'s ( TSE:1870 ) dividend will be increasing from last year's payment of the same period to...分析記事 • Jul 09Yahagi ConstructionLtd's (TSE:1870) Dividend Will Be Increased To ¥45.00Yahagi Construction Co.,Ltd. ( TSE:1870 ) has announced that it will be increasing its dividend from last year's...Declared Dividend • Jul 09Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 29th September 2025 Payment date: 1st December 2025 Dividend yield will be 4.7%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not covered by earnings (102% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 14% to bring the payout ratio under control. EPS is expected to grow by 42% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Jun 30Full year 2025 earnings released: EPS: JP¥131 (vs JP¥150 in FY 2024)Full year 2025 results: EPS: JP¥131 (down from JP¥150 in FY 2024). Revenue: JP¥140.7b (up 17% from FY 2024). Net income: JP¥5.64b (down 13% from FY 2024). Profit margin: 4.0% (down from 5.4% 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 7% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Jun 27Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to JP¥1,705. The fair value is estimated to be JP¥1,417, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 7.2%.お知らせ • Jun 04Yahagi Construction Co.,Ltd. to Report Q1, 2026 Results on Aug 06, 2025Yahagi Construction Co.,Ltd. announced that they will report Q1, 2026 results on Aug 06, 2025Buy Or Sell Opportunity • Jun 04Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to JP¥1,732. The fair value is estimated to be JP¥1,422, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 7.2%.分析記事 • May 14We Think That There Are More Issues For Yahagi ConstructionLtd (TSE:1870) Than Just Sluggish EarningsDespite Yahagi Construction Co.,Ltd.'s ( TSE:1870 ) recent earnings report having lackluster headline numbers, the...分析記事 • May 10Yahagi Construction Co.,Ltd.'s (TSE:1870) 29% Share Price Surge Not Quite Adding UpYahagi Construction Co.,Ltd. ( TSE:1870 ) shareholders would be excited to see that the share price has had a great...Reported Earnings • May 08Full year 2025 earnings released: EPS: JP¥131 (vs JP¥150 in FY 2024)Full year 2025 results: EPS: JP¥131 (down from JP¥150 in FY 2024). Revenue: JP¥140.7b (up 17% from FY 2024). Net income: JP¥5.64b (down 13% from FY 2024). Profit margin: 4.0% (down from 5.4% 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 7% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 07Yahagi Construction Co.,Ltd., Annual General Meeting, Jun 27, 2025Yahagi Construction Co.,Ltd., Annual General Meeting, Jun 27, 2025.Buy Or Sell Opportunity • Mar 28Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to JP¥1,306. The fair value is estimated to be JP¥1,659, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 13%.分析記事 • Mar 27Yahagi ConstructionLtd (TSE:1870) Will Pay A Dividend Of ¥40.00Yahagi Construction Co.,Ltd.'s ( TSE:1870 ) investors are due to receive a payment of ¥40.00 per share on 6th of June...お知らせ • Mar 27Yahagi Construction Co.,Ltd. to Report Fiscal Year 2025 Results on May 07, 2025Yahagi Construction Co.,Ltd. announced that they will report fiscal year 2025 results on May 07, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 06 June 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).分析記事 • Mar 03Yahagi ConstructionLtd (TSE:1870) Has Announced A Dividend Of ¥40.00Yahagi Construction Co.,Ltd.'s ( TSE:1870 ) investors are due to receive a payment of ¥40.00 per share on 6th of June...Buy Or Sell Opportunity • Feb 17Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥1,312. The fair value is estimated to be JP¥1,705, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 13%.Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥31.40 (vs JP¥122 in 3Q 2024)Third quarter 2025 results: EPS: JP¥31.40 (down from JP¥122 in 3Q 2024). Revenue: JP¥38.3b (flat on 3Q 2024). Net income: JP¥1.35b (down 74% from 3Q 2024). Profit margin: 3.5% (down from 14% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 17Yahagi ConstructionLtd (TSE:1870) Has Announced A Dividend Of ¥40.00Yahagi Construction Co.,Ltd.'s ( TSE:1870 ) investors are due to receive a payment of ¥40.00 per share on 6th of June...お知らせ • Jan 17Yahagi Construction Co.,Ltd. to Report Q3, 2025 Results on Feb 06, 2025Yahagi Construction Co.,Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025分析記事 • Dec 23Yahagi ConstructionLtd (TSE:1870) Will Pay A Dividend Of ¥40.00Yahagi Construction Co.,Ltd.'s ( TSE:1870 ) investors are due to receive a payment of ¥40.00 per share on 6th of June...分析記事 • Dec 01Yahagi ConstructionLtd (TSE:1870) Is Due To Pay A Dividend Of ¥40.00Yahagi Construction Co.,Ltd.'s ( TSE:1870 ) investors are due to receive a payment of ¥40.00 per share on 6th of June...Declared Dividend • Nov 30First half dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 28th March 2025 Payment date: 6th June 2025 Dividend yield will be 5.5%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 8.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥8.90 (vs JP¥19.25 in 2Q 2024)Second quarter 2025 results: EPS: JP¥8.90 (down from JP¥19.25 in 2Q 2024). Revenue: JP¥32.1b (up 17% from 2Q 2024). Net income: JP¥383.0m (down 54% from 2Q 2024). Profit margin: 1.2% (down from 3.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 28% per year.分析記事 • Sep 26Yahagi ConstructionLtd's (TSE:1870) Upcoming Dividend Will Be Larger Than Last Year'sYahagi Construction Co.,Ltd. ( TSE:1870 ) will increase its dividend from last year's comparable payment on the 29th of...Upcoming Dividend • Sep 20Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 29 November 2024. 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 (3.8%). Higher than average of industry peers (3.3%).分析記事 • Sep 12Yahagi ConstructionLtd (TSE:1870) Is Increasing Its Dividend To ¥40.00The board of Yahagi Construction Co.,Ltd. ( TSE:1870 ) has announced that it will be paying its dividend of ¥40.00 on...お知らせ • Sep 12Yahagi Construction Co.,Ltd. to Report Q2, 2025 Results on Nov 07, 2024Yahagi Construction Co.,Ltd. announced that they will report Q2, 2025 results on Nov 07, 2024分析記事 • Aug 12Yahagi ConstructionLtd (TSE:1870) Has Announced That It Will Be Increasing Its Dividend To ¥40.00Yahagi Construction Co.,Ltd.'s ( TSE:1870 ) dividend will be increasing from last year's payment of the same period to...Declared Dividend • Aug 11Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 27th September 2024 Payment date: 29th November 2024 Dividend yield will be 4.7%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 7.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Aug 06Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 3.4% to JP¥1,480. The fair value is estimated to be JP¥1,169, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 30%.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,370, the stock trades at a trailing P/E ratio of 9.1x. Average trailing P/E is 11x in the Construction industry in Japan. Total returns to shareholders of 124% over the past three years.お知らせ • Jun 28Yahagi Construction Co.,Ltd. to Report Q1, 2025 Results on Aug 08, 2024Yahagi Construction Co.,Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024Reported Earnings • May 11Full year 2024 earnings released: EPS: JP¥150 (vs JP¥105 in FY 2023)Full year 2024 results: EPS: JP¥150 (up from JP¥105 in FY 2023). Revenue: JP¥119.8b (up 7.8% from FY 2023). Net income: JP¥6.46b (up 43% from FY 2023). Profit margin: 5.4% (up from 4.1% 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 30% per year whereas the company’s share price has increased by 26% per year.お知らせ • May 11Yahagi Construction Co.,Ltd., Annual General Meeting, Jun 27, 2024Yahagi Construction Co.,Ltd., Annual General Meeting, Jun 27, 2024.お知らせ • Apr 14Yahagi Construction Co.,Ltd. to Report Fiscal Year 2024 Results on May 09, 2024Yahagi Construction Co.,Ltd. announced that they will report fiscal year 2024 results on May 09, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 June 2024. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.7%).分析記事 • Mar 14Yahagi ConstructionLtd's (TSE:1870) Dividend Will Be ¥30.00Yahagi Construction Co.,Ltd. ( TSE:1870 ) will pay a dividend of ¥30.00 on the 10th of June. This will take the...お知らせ • Feb 14Yahagi Construction Co.,Ltd. Provides Cash Dividend Guidance for the Year Ending March 31, 2024Yahagi Construction Co.,Ltd. provided cash dividend guidance for the year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 30.00 per share.Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥122 (vs JP¥25.81 in 3Q 2023)Third quarter 2024 results: EPS: JP¥122 (up from JP¥25.81 in 3Q 2023). Revenue: JP¥38.7b (up 23% from 3Q 2023). Net income: JP¥5.24b (up 372% from 3Q 2023). Profit margin: 14% (up from 3.5% 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 21% per year whereas the company’s share price has increased by 19% per year.お知らせ • Dec 29Yahagi Construction Co.,Ltd. to Report Q3, 2024 Results on Feb 09, 2024Yahagi Construction Co.,Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024お知らせ • Nov 10Yahagi Construction Co.,Ltd. Announces Dividend for the Second Quarter Ended September 30, 2023, Payable on November 29, 2023; Provides Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2024Yahagi Construction Co.,Ltd. announced dividend for the second quarter ended September 30, 2023, payable on November 29, 2023 and provided year-end dividend guidance for the fiscal year ending March 31, 2024. For the second quarter-end, the company announced dividend of JPY 30.00 per share against JPY 19.00 per share paid for the same period a year ago.For the full year, the company expects to pay dividend of JPY 30.00 per share against JPY 24.00 per share paid for the same period a year ago.Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥19.25 (vs JP¥16.49 in 2Q 2023)Second quarter 2024 results: EPS: JP¥19.25 (up from JP¥16.49 in 2Q 2023). Revenue: JP¥27.4b (up 18% from 2Q 2023). Net income: JP¥828.0m (up 17% from 2Q 2023). Profit margin: 3.0% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 29Yahagi Construction Co.,Ltd. to Report Q2, 2024 Final Results on Nov 08, 2023Yahagi Construction Co.,Ltd. announced that they will report Q2, 2024 final results on Nov 08, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥30.00 per share at 4.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 29 November 2023. Payout ratio is a comfortable 44% but the company is paying out more than the cash it is generating. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (3.0%).お知らせ • Aug 10Yahagi Construction Co.,Ltd. Provides Second Quarter-End and Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2024Yahagi Construction Co.,Ltd. provided second quarter-end and year-end dividend guidance for the fiscal year ending March 31, 2024. For the second quarter-end, the company expects to pay dividend of JPY 30.00 per share against JPY 19.00 per share paid for the same period a year ago.For the full year, the company expects to pay year-end dividend of JPY 30.00 per share against JPY 24.00 per share paid for the same period a year ago.New Risk • Aug 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.6% Last year net profit margin: 5.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.6% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (176% cash payout ratio). Profit margins are more than 30% lower than last year (3.6% net profit margin).Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥4.39 (vs JP¥11.56 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.39 (down from JP¥11.56 in 1Q 2023). Revenue: JP¥24.7b (up 36% from 1Q 2023). Net income: JP¥189.0m (down 62% from 1Q 2023). Profit margin: 0.8% (down from 2.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Jul 28Yahagi Construction Co.,Ltd. to Report Q1, 2024 Results on Aug 08, 2023Yahagi Construction Co.,Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023お知らせ • May 13+ 1 more updateYahagi Construction Co.,Ltd. Announces Year End Dividend for the Year Ended March 31, 2023, Payable on June 8, 2023; Provides Dividend Guidance for the Second Quarter Ending September 30, 2023 and Year Ending March 31, 2024Yahagi Construction Co.,Ltd. announced year end dividend of JPY 24.00 per share for the year ended March 31, 2023 compared to JPY 21.00 per share paid a year ago. Scheduled date to commence dividend payments: June 8, 2023.The company provided dividend guidance for the second quarter ending September 30, 2023 and year ending March 31, 2024. The company expects to pay dividend of JPY 30.00 per share for the second quarter ending September 30, 2023 compared to JPY 19.00 per share paid a year ago.The company expect to pay year end dividend of JPY 30.00 per share for the year ending March 31, 2024 compared to JPY 24.00 per share paid a year ago.Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥105 (vs JP¥112 in FY 2022)Full year 2023 results: EPS: JP¥105 (down from JP¥112 in FY 2022). Revenue: JP¥111.1b (up 19% from FY 2022). Net income: JP¥4.51b (down 6.9% from FY 2022). Profit margin: 4.1% (down from 5.2% in FY 2022). The decrease in margin was driven by higher expenses. 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 11% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • May 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,014, the stock trades at a trailing P/E ratio of 9.9x. Average trailing P/E is 11x in the Construction industry in Japan. Total returns to shareholders of 53% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥19.00 per share at 4.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 08 June 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.6%).お知らせ • Feb 13+ 1 more updateYahagi Construction Co.,Ltd. Announces Dividend Guidance for the Year Ending March 31, 2023Yahagi Construction Co.,Ltd. announced dividend guidance for the year ending March 31, 2023 of JPY 19.00.Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥25.81 (vs JP¥26.96 in 3Q 2022)Third quarter 2023 results: EPS: JP¥25.81 (down from JP¥26.96 in 3Q 2022). Revenue: JP¥31.6b (up 50% from 3Q 2022). Net income: JP¥1.11b (down 4.2% from 3Q 2022). Profit margin: 3.5% (down from 5.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Jan 26Yahagi Construction Co.,Ltd enetered into letter of intent to acquire Hokuwa-Corporation from National Students Information Center GroupYahagi Construction Co.,Ltd. (TSE:1870) entered into letter of intent to acquire Hokuwa-Corporation from National Students Information Center Group on January 20, 2023. At the Board of Directors meeting of Yahagi Construction held on January 20, 2023, the Company resolved to acquire 0.17 million shares of Hokuwa-and make it a wholly-owned subsidiary and concluded a share transfer agreement on January 24, 2023. For Year ended March 31, 2022, Hokuwa had total assets, net assets, sales, Operating and net income of ¥3.6 billion ¥2.3 billion ¥ 6.2 billion ¥53 million and ¥42 million respectively. Transaction is expected to complete on March 31, 2023.お知らせ • Dec 28Yahagi Construction Co.,Ltd. to Report Q3, 2023 Results on Feb 09, 2023Yahagi Construction Co.,Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023Board 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. 5 non-independent directors. Independent Outside Director Hideomi Ban was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: JP¥16.49 (vs JP¥22.05 in 2Q 2022)Second quarter 2023 results: EPS: JP¥16.49 (down from JP¥22.05 in 2Q 2022). Revenue: JP¥23.3b (flat on 2Q 2022). Net income: JP¥709.0m (down 26% from 2Q 2022). Profit margin: 3.0% (down from 4.1% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Nov 08+ 2 more updatesYahagi Construction Co.,Ltd. Provides Cash Dividend Guidance for the Year Ending March 31, 2023Yahagi Construction Co.,Ltd. provided cash dividend guidance for the year ending March 31, 2023. For the year, the company expects to pay dividend of JPY 19.00 against JPY 21.00 a year ago.Upcoming Dividend • Sep 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 29 November 2022. Payout ratio is a comfortable 35% 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 (3.5%).お知らせ • Sep 03Yahagi Construction Co.,Ltd. to Report Q2, 2023 Results on Nov 07, 2022Yahagi Construction Co.,Ltd. announced that they will report Q2, 2023 results on Nov 07, 2022お知らせ • Aug 09+ 2 more updatesYahagi Construction Co.,Ltd. Provides Dividend Guidance for the Second Quarter of Year Ending March 31, 2023Yahagi Construction Co.,Ltd. provided dividend guidance for the second quarter of year ending March 31, 2023. For the second quarter of year ending March 31, 2023. The company expected dividend of JPY 19.00 per share as compared to paid dividend of JPY 17.00 per share a year ago.Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥11.56 (vs JP¥14.35 in 1Q 2022)First quarter 2023 results: EPS: JP¥11.56 (down from JP¥14.35 in 1Q 2022). Revenue: JP¥18.2b (down 23% from 1Q 2022). Net income: JP¥497.0m (down 20% from 1Q 2022). Profit margin: 2.7% (up from 2.6% in 1Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Jun 29Yahagi Construction Co.,Ltd. to Report Q1, 2023 Results on Aug 05, 2022Yahagi Construction Co.,Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022お知らせ • May 12+ 3 more updatesYahagi Construction Co.,Ltd., Annual General Meeting, Jun 29, 2022Yahagi Construction Co.,Ltd., Annual General Meeting, Jun 29, 2022.Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥112 (vs JP¥75.85 in FY 2021)Full year 2022 results: EPS: JP¥112 (up from JP¥75.85 in FY 2021). Revenue: JP¥93.1b (down 13% from FY 2021). Net income: JP¥4.84b (up 47% from FY 2021). Profit margin: 5.2% (up from 3.1% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 12 non-independent directors. Director Takashi Ando was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 07Yahagi Construction Co.,Ltd. to Report Fiscal Year 2022 Results on May 10, 2022Yahagi Construction Co.,Ltd. announced that they will report fiscal year 2022 results on May 10, 2022株主還元1870JP ConstructionJP 市場7D-2.2%-7.0%1.2%1Y11.9%55.4%42.1%株主還元を見る業界別リターン: 1870過去 1 年間で55.4 % の収益を上げたJP Construction業界を下回りました。リターン対市場: 1870は、過去 1 年間で42.1 % のリターンを上げたJP市場を下回りました。価格変動Is 1870's price volatile compared to industry and market?1870 volatility1870 Average Weekly Movement4.6%Construction Industry Average Movement5.2%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 1870 、 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: 1870の 週次ボラティリティ ( 5% ) 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19491,392Mitsuhiro Takayanagiwww.yahagi.co.jp矢作建設工業株式会社は日本で建設、土木、不動産事業を行っている。倉庫、港湾・水路施設、物流センター、マンション、商業施設、ホテル、オフィスビル、空港ターミナルビル、宅地造成、道路、鉄道、駅、耐震補強、法面補強などの建設を行っている。また、土木、建築、その他建設プロジェクトの計画、測量、設計、監理、施工、コンサルティング、建物・構造物の維持管理、耐震診断、耐震性評価などにも携わっている。また、環境汚染物質の検査・除去に関する企画・設計・監理・コンサルティング、道路・鉄道・建築物・教育文化施設等の公共施設の企画・建設・保有・維持管理等を行っている。また、不動産の売買・賃貸・仲介・管理、不動産投資に関する管理・コンサルティングを行っている。矢作建設工業株式会社は1949年に設立され、名古屋に本社を置く。もっと見るYahagi Construction Co.,Ltd. 基礎のまとめYahagi ConstructionLtd の収益と売上を時価総額と比較するとどうか。1870 基礎統計学時価総額JP¥79.49b収益（TTM）JP¥8.47b売上高(TTM)JP¥169.40b9.4xPER（株価収益率0.5xP/Sレシオ1870 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1870 損益計算書（TTM）収益JP¥169.40b売上原価JP¥143.42b売上総利益JP¥25.98bその他の費用JP¥17.51b収益JP¥8.47b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）196.76グロス・マージン15.34%純利益率5.00%有利子負債／自己資本比率40.5%1870 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4.9%現在の配当利回り34%配当性向1870 配当は確実ですか？1870 配当履歴とベンチマークを見る1870 、いつまでに購入すれば配当金を受け取れますか？Yahagi ConstructionLtd 配当日配当落ち日Mar 30 2026配当支払日Jun 05 2026配当落ちまでの日数55 days配当支払日までの日数12 days1870 配当は確実ですか？1870 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2026/05/23 04:46終値2026/05/22 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Yahagi Construction Co.,Ltd. 1 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。2 アナリスト機関Yoko MizoguchiIchiyoshi Research Institute Inc.Hikaru OginoMarusan Securities Co. Ltd.
分析記事 • May 19Shareholders Will Be Pleased With The Quality of Yahagi ConstructionLtd's (TSE:1870) EarningsYahagi Construction Co.,Ltd.'s ( TSE:1870 ) earnings announcement last week was disappointing for investors, despite...
Reported Earnings • May 13Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥197 (up from JP¥131 in FY 2025). Revenue: JP¥169.4b (up 20% from FY 2025). Net income: JP¥8.47b (up 50% from FY 2025). Profit margin: 5.0% (up from 4.0% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 20% per year.
お知らせ • May 12Yahagi Construction Co.,Ltd., Annual General Meeting, Jun 26, 2026Yahagi Construction Co.,Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • May 09Yahagi Construction Co.,Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Yahagi Construction Co.,Ltd. announced that they will report fiscal year 2026 results on May 12, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 08 June 2026. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.4%).
分析記事 • Feb 13Yahagi ConstructionLtd (TSE:1870) Is Due To Pay A Dividend Of ¥45.00Yahagi Construction Co.,Ltd. ( TSE:1870 ) will pay a dividend of ¥45.00 on the 8th of June. This will take the dividend...
分析記事 • May 19Shareholders Will Be Pleased With The Quality of Yahagi ConstructionLtd's (TSE:1870) EarningsYahagi Construction Co.,Ltd.'s ( TSE:1870 ) earnings announcement last week was disappointing for investors, despite...
Reported Earnings • May 13Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥197 (up from JP¥131 in FY 2025). Revenue: JP¥169.4b (up 20% from FY 2025). Net income: JP¥8.47b (up 50% from FY 2025). Profit margin: 5.0% (up from 4.0% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 20% per year.
お知らせ • May 12Yahagi Construction Co.,Ltd., Annual General Meeting, Jun 26, 2026Yahagi Construction Co.,Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • May 09Yahagi Construction Co.,Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Yahagi Construction Co.,Ltd. announced that they will report fiscal year 2026 results on May 12, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 08 June 2026. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.4%).
分析記事 • Feb 13Yahagi ConstructionLtd (TSE:1870) Is Due To Pay A Dividend Of ¥45.00Yahagi Construction Co.,Ltd. ( TSE:1870 ) will pay a dividend of ¥45.00 on the 8th of June. This will take the dividend...
Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: JP¥36.74 (vs JP¥31.40 in 3Q 2025)Third quarter 2026 results: EPS: JP¥36.74 (up from JP¥31.40 in 3Q 2025). Revenue: JP¥43.4b (up 13% from 3Q 2025). Net income: JP¥1.58b (up 17% from 3Q 2025). Profit margin: 3.6% (in line with 3Q 2025). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 24Yahagi ConstructionLtd's (TSE:1870) Dividend Will Be ¥45.00The board of Yahagi Construction Co.,Ltd. ( TSE:1870 ) has announced that it will pay a dividend on the 8th of June...
お知らせ • Jan 24Yahagi Construction Co.,Ltd. (TSE:1870) signed a letter of intent to acquire Aquarius Invesco Ltd. for ¥2.5 billion.Yahagi Construction Co.,Ltd. (TSE:1870) signed a letter of intent to acquire Aquarius Invesco Ltd. for ¥2.5 billion on January 23, 2026. A cash consideration of ¥2.5 billion will be paid by Yahagi Construction Co.,Ltd. for 18,620 shares. For the period ending April 30, 2025, Aquarius Invesco Ltd. reported total revenue of ¥0, operating loss of ¥1 million and net loss of ¥44 million. As of April 30, 2025, Aquarius Invesco Ltd. reported total assets of ¥3.18 billion and total common equity of ¥754 million. The expected completion of the transaction is April 1, 2026.
分析記事 • Dec 27Yahagi ConstructionLtd (TSE:1870) Will Pay A Dividend Of ¥45.00Yahagi Construction Co.,Ltd.'s ( TSE:1870 ) investors are due to receive a payment of ¥45.00 per share on 8th of June...
お知らせ • Dec 27Yahagi Construction Co.,Ltd. to Report Q3, 2026 Results on Feb 09, 2026Yahagi Construction Co.,Ltd. announced that they will report Q3, 2026 results on Feb 09, 2026
分析記事 • Nov 30Yahagi ConstructionLtd (TSE:1870) Has Announced A Dividend Of ¥45.00Yahagi Construction Co.,Ltd.'s ( TSE:1870 ) investors are due to receive a payment of ¥45.00 per share on 8th of June...
Declared Dividend • Nov 29First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 30th March 2026 Payment date: 8th June 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (35% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 9.4% over the next 3 years. However, it would need to fall by 61% to increase the payout ratio to a potentially unsustainable range.
分析記事 • Nov 14There May Be Underlying Issues With The Quality Of Yahagi ConstructionLtd's (TSE:1870) EarningsYahagi Construction Co.,Ltd.'s ( TSE:1870 ) robust earnings report didn't manage to move the market for its stock. Our...
New Risk • Nov 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 3.2% per year for the foreseeable future. High level of non-cash earnings (24% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥73.82 (vs JP¥8.90 in 2Q 2025)Second quarter 2026 results: EPS: JP¥73.82 (up from JP¥8.90 in 2Q 2025). Revenue: JP¥48.5b (up 51% from 2Q 2025). Net income: JP¥3.18b (up JP¥2.79b from 2Q 2025). Profit margin: 6.5% (up from 1.2% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
分析記事 • Sep 01Yahagi ConstructionLtd (TSE:1870) Has Announced That It Will Be Increasing Its Dividend To ¥45.00Yahagi Construction Co.,Ltd. ( TSE:1870 ) will increase its dividend from last year's comparable payment on the 1st of...
お知らせ • Sep 01Yahagi Construction Co.,Ltd. to Report Q2, 2026 Results on Nov 06, 2025Yahagi Construction Co.,Ltd. announced that they will report Q2, 2026 results on Nov 06, 2025
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥59.50 (vs JP¥13.57 in 1Q 2025)First quarter 2026 results: EPS: JP¥59.50 (up from JP¥13.57 in 1Q 2025). Revenue: JP¥41.2b (up 55% from 1Q 2025). Net income: JP¥2.56b (up 338% from 1Q 2025). Profit margin: 6.2% (up from 2.2% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Construction 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 39% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 23Yahagi ConstructionLtd (TSE:1870) Has Announced That It Will Be Increasing Its Dividend To ¥45.00Yahagi Construction Co.,Ltd.'s ( TSE:1870 ) dividend will be increasing from last year's payment of the same period to...
分析記事 • Jul 09Yahagi ConstructionLtd's (TSE:1870) Dividend Will Be Increased To ¥45.00Yahagi Construction Co.,Ltd. ( TSE:1870 ) has announced that it will be increasing its dividend from last year's...
Declared Dividend • Jul 09Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 29th September 2025 Payment date: 1st December 2025 Dividend yield will be 4.7%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not covered by earnings (102% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 14% to bring the payout ratio under control. EPS is expected to grow by 42% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Jun 30Full year 2025 earnings released: EPS: JP¥131 (vs JP¥150 in FY 2024)Full year 2025 results: EPS: JP¥131 (down from JP¥150 in FY 2024). Revenue: JP¥140.7b (up 17% from FY 2024). Net income: JP¥5.64b (down 13% from FY 2024). Profit margin: 4.0% (down from 5.4% 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 7% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Jun 27Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to JP¥1,705. The fair value is estimated to be JP¥1,417, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 7.2%.
お知らせ • Jun 04Yahagi Construction Co.,Ltd. to Report Q1, 2026 Results on Aug 06, 2025Yahagi Construction Co.,Ltd. announced that they will report Q1, 2026 results on Aug 06, 2025
Buy Or Sell Opportunity • Jun 04Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to JP¥1,732. The fair value is estimated to be JP¥1,422, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 7.2%.
分析記事 • May 14We Think That There Are More Issues For Yahagi ConstructionLtd (TSE:1870) Than Just Sluggish EarningsDespite Yahagi Construction Co.,Ltd.'s ( TSE:1870 ) recent earnings report having lackluster headline numbers, the...
分析記事 • May 10Yahagi Construction Co.,Ltd.'s (TSE:1870) 29% Share Price Surge Not Quite Adding UpYahagi Construction Co.,Ltd. ( TSE:1870 ) shareholders would be excited to see that the share price has had a great...
Reported Earnings • May 08Full year 2025 earnings released: EPS: JP¥131 (vs JP¥150 in FY 2024)Full year 2025 results: EPS: JP¥131 (down from JP¥150 in FY 2024). Revenue: JP¥140.7b (up 17% from FY 2024). Net income: JP¥5.64b (down 13% from FY 2024). Profit margin: 4.0% (down from 5.4% 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 7% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 07Yahagi Construction Co.,Ltd., Annual General Meeting, Jun 27, 2025Yahagi Construction Co.,Ltd., Annual General Meeting, Jun 27, 2025.
Buy Or Sell Opportunity • Mar 28Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to JP¥1,306. The fair value is estimated to be JP¥1,659, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 13%.
分析記事 • Mar 27Yahagi ConstructionLtd (TSE:1870) Will Pay A Dividend Of ¥40.00Yahagi Construction Co.,Ltd.'s ( TSE:1870 ) investors are due to receive a payment of ¥40.00 per share on 6th of June...
お知らせ • Mar 27Yahagi Construction Co.,Ltd. to Report Fiscal Year 2025 Results on May 07, 2025Yahagi Construction Co.,Ltd. announced that they will report fiscal year 2025 results on May 07, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 06 June 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).
分析記事 • Mar 03Yahagi ConstructionLtd (TSE:1870) Has Announced A Dividend Of ¥40.00Yahagi Construction Co.,Ltd.'s ( TSE:1870 ) investors are due to receive a payment of ¥40.00 per share on 6th of June...
Buy Or Sell Opportunity • Feb 17Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥1,312. The fair value is estimated to be JP¥1,705, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 13%.
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥31.40 (vs JP¥122 in 3Q 2024)Third quarter 2025 results: EPS: JP¥31.40 (down from JP¥122 in 3Q 2024). Revenue: JP¥38.3b (flat on 3Q 2024). Net income: JP¥1.35b (down 74% from 3Q 2024). Profit margin: 3.5% (down from 14% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 17Yahagi ConstructionLtd (TSE:1870) Has Announced A Dividend Of ¥40.00Yahagi Construction Co.,Ltd.'s ( TSE:1870 ) investors are due to receive a payment of ¥40.00 per share on 6th of June...
お知らせ • Jan 17Yahagi Construction Co.,Ltd. to Report Q3, 2025 Results on Feb 06, 2025Yahagi Construction Co.,Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025
分析記事 • Dec 23Yahagi ConstructionLtd (TSE:1870) Will Pay A Dividend Of ¥40.00Yahagi Construction Co.,Ltd.'s ( TSE:1870 ) investors are due to receive a payment of ¥40.00 per share on 6th of June...
分析記事 • Dec 01Yahagi ConstructionLtd (TSE:1870) Is Due To Pay A Dividend Of ¥40.00Yahagi Construction Co.,Ltd.'s ( TSE:1870 ) investors are due to receive a payment of ¥40.00 per share on 6th of June...
Declared Dividend • Nov 30First half dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 28th March 2025 Payment date: 6th June 2025 Dividend yield will be 5.5%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 8.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥8.90 (vs JP¥19.25 in 2Q 2024)Second quarter 2025 results: EPS: JP¥8.90 (down from JP¥19.25 in 2Q 2024). Revenue: JP¥32.1b (up 17% from 2Q 2024). Net income: JP¥383.0m (down 54% from 2Q 2024). Profit margin: 1.2% (down from 3.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 28% per year.
分析記事 • Sep 26Yahagi ConstructionLtd's (TSE:1870) Upcoming Dividend Will Be Larger Than Last Year'sYahagi Construction Co.,Ltd. ( TSE:1870 ) will increase its dividend from last year's comparable payment on the 29th of...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 29 November 2024. 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 (3.8%). Higher than average of industry peers (3.3%).
分析記事 • Sep 12Yahagi ConstructionLtd (TSE:1870) Is Increasing Its Dividend To ¥40.00The board of Yahagi Construction Co.,Ltd. ( TSE:1870 ) has announced that it will be paying its dividend of ¥40.00 on...
お知らせ • Sep 12Yahagi Construction Co.,Ltd. to Report Q2, 2025 Results on Nov 07, 2024Yahagi Construction Co.,Ltd. announced that they will report Q2, 2025 results on Nov 07, 2024
分析記事 • Aug 12Yahagi ConstructionLtd (TSE:1870) Has Announced That It Will Be Increasing Its Dividend To ¥40.00Yahagi Construction Co.,Ltd.'s ( TSE:1870 ) dividend will be increasing from last year's payment of the same period to...
Declared Dividend • Aug 11Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 27th September 2024 Payment date: 29th November 2024 Dividend yield will be 4.7%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 7.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Aug 06Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 3.4% to JP¥1,480. The fair value is estimated to be JP¥1,169, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 30%.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,370, the stock trades at a trailing P/E ratio of 9.1x. Average trailing P/E is 11x in the Construction industry in Japan. Total returns to shareholders of 124% over the past three years.
お知らせ • Jun 28Yahagi Construction Co.,Ltd. to Report Q1, 2025 Results on Aug 08, 2024Yahagi Construction Co.,Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024
Reported Earnings • May 11Full year 2024 earnings released: EPS: JP¥150 (vs JP¥105 in FY 2023)Full year 2024 results: EPS: JP¥150 (up from JP¥105 in FY 2023). Revenue: JP¥119.8b (up 7.8% from FY 2023). Net income: JP¥6.46b (up 43% from FY 2023). Profit margin: 5.4% (up from 4.1% 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 30% per year whereas the company’s share price has increased by 26% per year.
お知らせ • May 11Yahagi Construction Co.,Ltd., Annual General Meeting, Jun 27, 2024Yahagi Construction Co.,Ltd., Annual General Meeting, Jun 27, 2024.
お知らせ • Apr 14Yahagi Construction Co.,Ltd. to Report Fiscal Year 2024 Results on May 09, 2024Yahagi Construction Co.,Ltd. announced that they will report fiscal year 2024 results on May 09, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 June 2024. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.7%).
分析記事 • Mar 14Yahagi ConstructionLtd's (TSE:1870) Dividend Will Be ¥30.00Yahagi Construction Co.,Ltd. ( TSE:1870 ) will pay a dividend of ¥30.00 on the 10th of June. This will take the...
お知らせ • Feb 14Yahagi Construction Co.,Ltd. Provides Cash Dividend Guidance for the Year Ending March 31, 2024Yahagi Construction Co.,Ltd. provided cash dividend guidance for the year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 30.00 per share.
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥122 (vs JP¥25.81 in 3Q 2023)Third quarter 2024 results: EPS: JP¥122 (up from JP¥25.81 in 3Q 2023). Revenue: JP¥38.7b (up 23% from 3Q 2023). Net income: JP¥5.24b (up 372% from 3Q 2023). Profit margin: 14% (up from 3.5% 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 21% per year whereas the company’s share price has increased by 19% per year.
お知らせ • Dec 29Yahagi Construction Co.,Ltd. to Report Q3, 2024 Results on Feb 09, 2024Yahagi Construction Co.,Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
お知らせ • Nov 10Yahagi Construction Co.,Ltd. Announces Dividend for the Second Quarter Ended September 30, 2023, Payable on November 29, 2023; Provides Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2024Yahagi Construction Co.,Ltd. announced dividend for the second quarter ended September 30, 2023, payable on November 29, 2023 and provided year-end dividend guidance for the fiscal year ending March 31, 2024. For the second quarter-end, the company announced dividend of JPY 30.00 per share against JPY 19.00 per share paid for the same period a year ago.For the full year, the company expects to pay dividend of JPY 30.00 per share against JPY 24.00 per share paid for the same period a year ago.
Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥19.25 (vs JP¥16.49 in 2Q 2023)Second quarter 2024 results: EPS: JP¥19.25 (up from JP¥16.49 in 2Q 2023). Revenue: JP¥27.4b (up 18% from 2Q 2023). Net income: JP¥828.0m (up 17% from 2Q 2023). Profit margin: 3.0% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 29Yahagi Construction Co.,Ltd. to Report Q2, 2024 Final Results on Nov 08, 2023Yahagi Construction Co.,Ltd. announced that they will report Q2, 2024 final results on Nov 08, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥30.00 per share at 4.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 29 November 2023. Payout ratio is a comfortable 44% but the company is paying out more than the cash it is generating. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (3.0%).
お知らせ • Aug 10Yahagi Construction Co.,Ltd. Provides Second Quarter-End and Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2024Yahagi Construction Co.,Ltd. provided second quarter-end and year-end dividend guidance for the fiscal year ending March 31, 2024. For the second quarter-end, the company expects to pay dividend of JPY 30.00 per share against JPY 19.00 per share paid for the same period a year ago.For the full year, the company expects to pay year-end dividend of JPY 30.00 per share against JPY 24.00 per share paid for the same period a year ago.
New Risk • Aug 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.6% Last year net profit margin: 5.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.6% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (176% cash payout ratio). Profit margins are more than 30% lower than last year (3.6% net profit margin).
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥4.39 (vs JP¥11.56 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.39 (down from JP¥11.56 in 1Q 2023). Revenue: JP¥24.7b (up 36% from 1Q 2023). Net income: JP¥189.0m (down 62% from 1Q 2023). Profit margin: 0.8% (down from 2.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Jul 28Yahagi Construction Co.,Ltd. to Report Q1, 2024 Results on Aug 08, 2023Yahagi Construction Co.,Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023
お知らせ • May 13+ 1 more updateYahagi Construction Co.,Ltd. Announces Year End Dividend for the Year Ended March 31, 2023, Payable on June 8, 2023; Provides Dividend Guidance for the Second Quarter Ending September 30, 2023 and Year Ending March 31, 2024Yahagi Construction Co.,Ltd. announced year end dividend of JPY 24.00 per share for the year ended March 31, 2023 compared to JPY 21.00 per share paid a year ago. Scheduled date to commence dividend payments: June 8, 2023.The company provided dividend guidance for the second quarter ending September 30, 2023 and year ending March 31, 2024. The company expects to pay dividend of JPY 30.00 per share for the second quarter ending September 30, 2023 compared to JPY 19.00 per share paid a year ago.The company expect to pay year end dividend of JPY 30.00 per share for the year ending March 31, 2024 compared to JPY 24.00 per share paid a year ago.
Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥105 (vs JP¥112 in FY 2022)Full year 2023 results: EPS: JP¥105 (down from JP¥112 in FY 2022). Revenue: JP¥111.1b (up 19% from FY 2022). Net income: JP¥4.51b (down 6.9% from FY 2022). Profit margin: 4.1% (down from 5.2% in FY 2022). The decrease in margin was driven by higher expenses. 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 11% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,014, the stock trades at a trailing P/E ratio of 9.9x. Average trailing P/E is 11x in the Construction industry in Japan. Total returns to shareholders of 53% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥19.00 per share at 4.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 08 June 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.6%).
お知らせ • Feb 13+ 1 more updateYahagi Construction Co.,Ltd. Announces Dividend Guidance for the Year Ending March 31, 2023Yahagi Construction Co.,Ltd. announced dividend guidance for the year ending March 31, 2023 of JPY 19.00.
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥25.81 (vs JP¥26.96 in 3Q 2022)Third quarter 2023 results: EPS: JP¥25.81 (down from JP¥26.96 in 3Q 2022). Revenue: JP¥31.6b (up 50% from 3Q 2022). Net income: JP¥1.11b (down 4.2% from 3Q 2022). Profit margin: 3.5% (down from 5.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 26Yahagi Construction Co.,Ltd enetered into letter of intent to acquire Hokuwa-Corporation from National Students Information Center GroupYahagi Construction Co.,Ltd. (TSE:1870) entered into letter of intent to acquire Hokuwa-Corporation from National Students Information Center Group on January 20, 2023. At the Board of Directors meeting of Yahagi Construction held on January 20, 2023, the Company resolved to acquire 0.17 million shares of Hokuwa-and make it a wholly-owned subsidiary and concluded a share transfer agreement on January 24, 2023. For Year ended March 31, 2022, Hokuwa had total assets, net assets, sales, Operating and net income of ¥3.6 billion ¥2.3 billion ¥ 6.2 billion ¥53 million and ¥42 million respectively. Transaction is expected to complete on March 31, 2023.
お知らせ • Dec 28Yahagi Construction Co.,Ltd. to Report Q3, 2023 Results on Feb 09, 2023Yahagi Construction Co.,Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023
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. 5 non-independent directors. Independent Outside Director Hideomi Ban was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: JP¥16.49 (vs JP¥22.05 in 2Q 2022)Second quarter 2023 results: EPS: JP¥16.49 (down from JP¥22.05 in 2Q 2022). Revenue: JP¥23.3b (flat on 2Q 2022). Net income: JP¥709.0m (down 26% from 2Q 2022). Profit margin: 3.0% (down from 4.1% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 08+ 2 more updatesYahagi Construction Co.,Ltd. Provides Cash Dividend Guidance for the Year Ending March 31, 2023Yahagi Construction Co.,Ltd. provided cash dividend guidance for the year ending March 31, 2023. For the year, the company expects to pay dividend of JPY 19.00 against JPY 21.00 a year ago.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 29 November 2022. Payout ratio is a comfortable 35% 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 (3.5%).
お知らせ • Sep 03Yahagi Construction Co.,Ltd. to Report Q2, 2023 Results on Nov 07, 2022Yahagi Construction Co.,Ltd. announced that they will report Q2, 2023 results on Nov 07, 2022
お知らせ • Aug 09+ 2 more updatesYahagi Construction Co.,Ltd. Provides Dividend Guidance for the Second Quarter of Year Ending March 31, 2023Yahagi Construction Co.,Ltd. provided dividend guidance for the second quarter of year ending March 31, 2023. For the second quarter of year ending March 31, 2023. The company expected dividend of JPY 19.00 per share as compared to paid dividend of JPY 17.00 per share a year ago.
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥11.56 (vs JP¥14.35 in 1Q 2022)First quarter 2023 results: EPS: JP¥11.56 (down from JP¥14.35 in 1Q 2022). Revenue: JP¥18.2b (down 23% from 1Q 2022). Net income: JP¥497.0m (down 20% from 1Q 2022). Profit margin: 2.7% (up from 2.6% in 1Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Jun 29Yahagi Construction Co.,Ltd. to Report Q1, 2023 Results on Aug 05, 2022Yahagi Construction Co.,Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022
お知らせ • May 12+ 3 more updatesYahagi Construction Co.,Ltd., Annual General Meeting, Jun 29, 2022Yahagi Construction Co.,Ltd., Annual General Meeting, Jun 29, 2022.
Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥112 (vs JP¥75.85 in FY 2021)Full year 2022 results: EPS: JP¥112 (up from JP¥75.85 in FY 2021). Revenue: JP¥93.1b (down 13% from FY 2021). Net income: JP¥4.84b (up 47% from FY 2021). Profit margin: 5.2% (up from 3.1% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 12 non-independent directors. Director Takashi Ando was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 07Yahagi Construction Co.,Ltd. to Report Fiscal Year 2022 Results on May 10, 2022Yahagi Construction Co.,Ltd. announced that they will report fiscal year 2022 results on May 10, 2022
