Tsugami（6101）株式概要ツガミコーポレーションは子会社とともに、日本で精密工作機械を製造・販売している。 詳細6101 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績6/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より74.4%で取引されている 過去1年間で収益は53.6%増加しました リスク分析JP市場と比較して、過去 3 か月間の株価の変動が非常に大きいすべてのリスクチェックを見る6101 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¥7.14k17.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0199b2016201920222025202620282031Revenue JP¥198.6bEarnings JP¥25.8bAdvancedSet Fair ValueView all narrativesTsugami Corporation 競合他社MaxSymbol: TSE:6454Market cap: JP¥296.2bMakino Milling MachineSymbol: TSE:6135Market cap: JP¥327.0bOSGSymbol: TSE:6136Market cap: JP¥277.0bMiuraSymbol: TSE:6005Market cap: JP¥360.8b価格と性能株価の高値、安値、推移の概要Tsugami過去の株価現在の株価JP¥7,140.0052週高値JP¥7,160.0052週安値JP¥1,777.00ベータ1.311ヶ月の変化19.80%3ヶ月変化101.69%1年変化287.83%3年間の変化414.04%5年間の変化342.11%IPOからの変化1,086.05%最新ニュースReported Earnings • May 14Full year 2026 earnings released: EPS: JP¥361 (vs JP¥232 in FY 2025)Full year 2026 results: EPS: JP¥361 (up from JP¥232 in FY 2025). Revenue: JP¥129.1b (up 20% from FY 2025). Net income: JP¥16.7b (up 54% from FY 2025). Profit margin: 13% (up from 10% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 14Tsugami Corporation (TSE:6101) announces an Equity Buyback for 300,000 shares, representing 0.63% for ¥1,500 million.Tsugami Corporation (TSE:6101) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 0.63% of its issued share capital, for ¥1,500 million. The purpose of the program is implement flexible capital policy measures in response to future changes in the management environment. The program will expire on November 11, 2026. As of May 12, 2026, the company had 48,000,000 shares in issue(including treasury shares) and 1,498,000 shares in treasury.お知らせ • May 13Tsugami Corporation, Annual General Meeting, Jun 17, 2026Tsugami Corporation, Annual General Meeting, Jun 17, 2026.Valuation Update With 7 Day Price Move • May 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥4,770, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 15x in the Machinery industry in Japan. Total returns to shareholders of 273% over the past three years.New Risk • Apr 29New 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 9.5% 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥4,210, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 15x in the Machinery industry in Japan. Total returns to shareholders of 247% over the past three years.最新情報をもっと見るRecent updatesReported Earnings • May 14Full year 2026 earnings released: EPS: JP¥361 (vs JP¥232 in FY 2025)Full year 2026 results: EPS: JP¥361 (up from JP¥232 in FY 2025). Revenue: JP¥129.1b (up 20% from FY 2025). Net income: JP¥16.7b (up 54% from FY 2025). Profit margin: 13% (up from 10% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 14Tsugami Corporation (TSE:6101) announces an Equity Buyback for 300,000 shares, representing 0.63% for ¥1,500 million.Tsugami Corporation (TSE:6101) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 0.63% of its issued share capital, for ¥1,500 million. The purpose of the program is implement flexible capital policy measures in response to future changes in the management environment. The program will expire on November 11, 2026. As of May 12, 2026, the company had 48,000,000 shares in issue(including treasury shares) and 1,498,000 shares in treasury.お知らせ • May 13Tsugami Corporation, Annual General Meeting, Jun 17, 2026Tsugami Corporation, Annual General Meeting, Jun 17, 2026.Valuation Update With 7 Day Price Move • May 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥4,770, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 15x in the Machinery industry in Japan. Total returns to shareholders of 273% over the past three years.New Risk • Apr 29New 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 9.5% 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥4,210, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 15x in the Machinery industry in Japan. Total returns to shareholders of 247% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥3,415, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 15x in the Machinery industry in Japan. Total returns to shareholders of 160% over the past three years.分析記事 • Feb 07Shareholders Will Be Pleased With The Quality of Tsugami's (TSE:6101) EarningsEven though Tsugami Corporation's ( TSE:6101 ) recent earnings release was robust, the market didn't seem to notice. We...Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥103 (vs JP¥62.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥103 (up from JP¥62.76 in 3Q 2025). Revenue: JP¥34.1b (up 36% from 3Q 2025). Net income: JP¥4.77b (up 62% from 3Q 2025). Profit margin: 14% (up from 12% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year and the company’s share price has also increased by 32% per year.分析記事 • Dec 15Tsugami (TSE:6101) Has Announced A Dividend Of ¥36.00The board of Tsugami Corporation ( TSE:6101 ) has announced that it will pay a dividend of ¥36.00 per share on the 28th...お知らせ • Dec 15Tsugami Corporation to Report Q3, 2026 Results on Jan 30, 2026Tsugami Corporation announced that they will report Q3, 2026 results on Jan 30, 2026New Risk • Dec 12New 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 5.5% 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. This is currently the only risk that has been identified for the company.分析記事 • Nov 30Tsugami (TSE:6101) Is Due To Pay A Dividend Of ¥36.00Tsugami Corporation's ( TSE:6101 ) investors are due to receive a payment of ¥36.00 per share on 28th of May. This...Declared Dividend • Nov 29First half dividend of JP¥36.00 announcedShareholders will receive a dividend of JP¥36.00. Ex-date: 30th March 2026 Payment date: 28th May 2026 Dividend yield will be 2.6%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (11% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 20% 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 49% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥63.20 (vs JP¥44.73 in 2Q 2025)Second quarter 2026 results: EPS: JP¥63.20 (up from JP¥44.73 in 2Q 2025). Revenue: JP¥28.3b (up 18% from 2Q 2025). Net income: JP¥2.93b (up 39% from 2Q 2025). Profit margin: 10% (up from 8.8% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 13Tsugami Corporation (TSE:6101) announces an Equity Buyback for 500,000 shares, representing 1.07% for ¥1,300 million.Tsugami Corporation (TSE:6101) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 1.07% of its issued share capital, for ¥1,300 million. The purpose of the program is to implement flexible capital policy measures in response to future changes in the management environment. The program will expire on May 12, 2026. As of November 12, 2025, the company had 48,000,000 shares in issue(including treasury shares) and 1,067,000 shares in treasury.分析記事 • Oct 17Tsugami Corporation (TSE:6101) Screens Well But There Might Be A CatchTsugami Corporation's ( TSE:6101 ) price-to-earnings (or "P/E") ratio of 9.9x might make it look like a buy right now...Upcoming Dividend • Sep 22Upcoming dividend of JP¥32.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).お知らせ • Sep 16Tsugami Corporation to Report Q2, 2026 Results on Nov 13, 2025Tsugami Corporation announced that they will report Q2, 2026 results on Nov 13, 2025Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: JP¥90.11 (vs JP¥57.21 in 1Q 2025)First quarter 2026 results: EPS: JP¥90.11 (up from JP¥57.21 in 1Q 2025). Revenue: JP¥31.8b (up 24% from 1Q 2025). Net income: JP¥4.21b (up 56% from 1Q 2025). Profit margin: 13% (up from 11% in 1Q 2025). The increase in margin was driven by higher revenue. 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 19% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jul 09Final dividend of JP¥32.00 announcedShareholders will receive a dividend of JP¥32.00. Ex-date: 29th September 2025 Payment date: 1st December 2025 Dividend yield will be 3.5%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 18% 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 43% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 20Full year 2025 earnings released: EPS: JP¥232 (vs JP¥113 in FY 2024)Full year 2025 results: EPS: JP¥232 (up from JP¥113 in FY 2024). Revenue: JP¥107.4b (up 28% from FY 2024). Net income: JP¥10.9b (up 103% from FY 2024). Profit margin: 10% (up from 6.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 17Tsugami Corporation to Report Q1, 2026 Results on Jul 30, 2025Tsugami Corporation announced that they will report Q1, 2026 results on Jul 30, 2025Reported Earnings • May 15Full year 2025 earnings released: EPS: JP¥232 (vs JP¥113 in FY 2024)Full year 2025 results: EPS: JP¥232 (up from JP¥113 in FY 2024). Revenue: JP¥107.4b (up 28% from FY 2024). Net income: JP¥10.9b (up 103% from FY 2024). Profit margin: 10% (up from 6.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 14Tsugami Corporation (TSE:6101) announces an Equity Buyback for 500,000 shares, representing 1.05% for ¥925 million.Tsugami Corporation (TSE:6101) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 1.05% of its issued share capital, for ¥925 million. The purpose of the program is to implement flexible capital policy measures in response to future changes in the management environment. The program will expire on November 12, 2025. As of May 12, 2025, the company had 48,000,000 shares in issue and 602,000 shares in treasury.お知らせ • May 13Tsugami Corporation, Annual General Meeting, Jun 18, 2025Tsugami Corporation, Annual General Meeting, Jun 18, 2025.分析記事 • May 09Tsugami Corporation (TSE:6101) Stock Catapults 25% Though Its Price And Business Still Lag The MarketTsugami Corporation ( TSE:6101 ) shares have had a really impressive month, gaining 25% after a shaky period...分析記事 • Apr 15Why We Like The Returns At Tsugami (TSE:6101)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,621, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 11x in the Machinery industry in Japan. Total returns to shareholders of 49% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 28 May 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.1%).分析記事 • Mar 14Tsugami Corporation (TSE:6101) Stock Catapults 26% Though Its Price And Business Still Lag The MarketDespite an already strong run, Tsugami Corporation ( TSE:6101 ) shares have been powering on, with a gain of 26% in the...New Risk • Mar 14New 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 5.9% 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,046, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 12x in the Machinery industry in Japan. Total returns to shareholders of 73% over the past three years.お知らせ • Mar 14Tsugami Corporation to Report Fiscal Year 2025 Results on May 13, 2025Tsugami Corporation announced that they will report fiscal year 2025 results on May 13, 2025Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥62.76 (vs JP¥30.20 in 3Q 2024)Third quarter 2025 results: EPS: JP¥62.76 (up from JP¥30.20 in 3Q 2024). Revenue: JP¥25.1b (up 11% from 3Q 2024). Net income: JP¥2.95b (up 105% from 3Q 2024). Profit margin: 12% (up from 6.4% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Dec 05Tsugami Corporation to Report Q3, 2025 Results on Jan 30, 2025Tsugami Corporation announced that they will report Q3, 2025 results on Jan 30, 2025Declared Dividend • Nov 30First half dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 28th March 2025 Payment date: 28th May 2025 Dividend yield will be 4.0%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 15% 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 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: JP¥44.72 (vs JP¥18.51 in 2Q 2024)Second quarter 2025 results: EPS: JP¥44.72 (up from JP¥18.51 in 2Q 2024). Revenue: JP¥24.1b (up 25% from 2Q 2024). Net income: JP¥2.11b (up 138% from 2Q 2024). Profit margin: 8.8% (up from 4.6% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Nov 13Tsugami Corporation (TSE:6101) announces an Equity Buyback for 250,000 shares, representing 0.52% for ¥400 million.Tsugami Corporation (TSE:6101) announces a share repurchase program. Under the program, the company will repurchase up to 250,000 shares, representing 0.52% of its issued share capital, for ¥400 million. The program is aimed at implementing a flexible capital policy in response to future changes in the business environment. The program will expire on May 12, 2025. As of November 12, 2024, the company had 48,000,000 shares in issue and 376,000 shares in treasury.分析記事 • Sep 25Tsugami (TSE:6101) Has Affirmed Its Dividend Of ¥24.00The board of Tsugami Corporation ( TSE:6101 ) has announced that it will pay a dividend on the 2nd of December, with...お知らせ • Sep 25Tsugami Corporation to Report Q2, 2025 Results on Nov 13, 2024Tsugami Corporation announced that they will report Q2, 2025 results on Nov 13, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.9%).New Risk • Sep 12New 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 8.3% 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. This is currently the only risk that has been identified for the company.分析記事 • Aug 19Tsugami (TSE:6101) Is Due To Pay A Dividend Of ¥24.00The board of Tsugami Corporation ( TSE:6101 ) has announced that it will pay a dividend of ¥24.00 per share on the 2nd...Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,377, the stock trades at a trailing P/E ratio of 9.6x. Average forward P/E is 10x in the Machinery industry in Japan. Total loss to shareholders of 6.4% over the past three years.Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥57.21 (vs JP¥27.19 in 1Q 2024)First quarter 2025 results: EPS: JP¥57.21 (up from JP¥27.19 in 1Q 2024). Revenue: JP¥25.7b (up 22% from 1Q 2024). Net income: JP¥2.71b (up 107% from 1Q 2024). Profit margin: 11% (up from 6.2% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.New Risk • Jul 30New 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 5.7% 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. This is currently the only risk that has been identified for the company.分析記事 • Jul 25Tsugami (TSE:6101) Is Paying Out A Dividend Of ¥24.00Tsugami Corporation ( TSE:6101 ) will pay a dividend of ¥24.00 on the 2nd of December. This makes the dividend yield...分析記事 • Jul 11Tsugami (TSE:6101) Will Pay A Dividend Of ¥24.00The board of Tsugami Corporation ( TSE:6101 ) has announced that it will pay a dividend of ¥24.00 per share on the 2nd...Declared Dividend • Jul 11Final dividend of JP¥24.00 announcedDividend of JP¥24.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 3.1%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 15% 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 remain steady over the next year, which should provide adequate earnings cover for the dividend.お知らせ • Jul 03An undisclosed buyer acquired 5.90% stake in Precision Tsugami (China) Corporation Limited (SEHK:1651) from Tsugami Corporation (TSE:6101).An undisclosed buyer acquired 5.90% stake in Precision Tsugami (China) Corporation Limited (SEHK:1651) from Tsugami Corporation (TSE:6101) on July 2, 2024.An undisclosed buyer completed the acquisition of 5.90% stake in Precision Tsugami (China) Corporation Limited (SEHK:1651) from Tsugami Corporation (TSE:6101) on July 2, 2024.お知らせ • Jun 25Tsugami Corporation to Report Q1, 2025 Results on Jul 30, 2024Tsugami Corporation announced that they will report Q1, 2025 results on Jul 30, 2024Reported Earnings • Jun 23Full year 2024 earnings released: EPS: JP¥113 (vs JP¥159 in FY 2023)Full year 2024 results: EPS: JP¥113 (down from JP¥159 in FY 2023). Revenue: JP¥83.9b (down 12% from FY 2023). Net income: JP¥5.38b (down 30% from FY 2023). Profit margin: 6.4% (down from 8.1% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 4% per year.Reported Earnings • May 18Full year 2024 earnings released: EPS: JP¥113 (vs JP¥159 in FY 2023)Full year 2024 results: EPS: JP¥113 (down from JP¥159 in FY 2023). Revenue: JP¥83.9b (down 12% from FY 2023). Net income: JP¥5.38b (down 30% from FY 2023). Profit margin: 6.4% (down from 8.1% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% 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 • May 16Tsugami Corporation, Annual General Meeting, Jun 19, 2024Tsugami Corporation, Annual General Meeting, Jun 19, 2024.分析記事 • Apr 12A Piece Of The Puzzle Missing From Tsugami Corporation's (TSE:6101) Share PriceWith a price-to-earnings (or "P/E") ratio of 11.1x Tsugami Corporation ( TSE:6101 ) may be sending bullish signals at...お知らせ • Mar 26Tsugami Corporation to Report Fiscal Year 2024 Results on May 14, 2024Tsugami Corporation announced that they will report fiscal year 2024 results on May 14, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 30 May 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.9%).Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥30.21 (vs JP¥37.47 in 3Q 2023)Third quarter 2024 results: EPS: JP¥30.21 (down from JP¥37.47 in 3Q 2023). Revenue: JP¥22.5b (down 7.8% from 3Q 2023). Net income: JP¥1.44b (down 20% from 3Q 2023). Profit margin: 6.4% (down from 7.4% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Dec 17Tsugami Corporation to Report Q3, 2024 Results on Jan 30, 2024Tsugami Corporation announced that they will report Q3, 2024 results on Jan 30, 2024Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥18.52 (vs JP¥32.26 in 2Q 2023)Second quarter 2024 results: EPS: JP¥18.52 (down from JP¥32.26 in 2Q 2023). Revenue: JP¥19.2b (down 14% from 2Q 2023). Net income: JP¥887.0m (down 43% from 2Q 2023). Profit margin: 4.6% (down from 7.0% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Sep 30Tsugami Corporation to Report Q2, 2024 Results on Nov 10, 2023Tsugami Corporation announced that they will report Q2, 2024 results on Nov 10, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥24.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.1%).New Risk • Aug 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.0% Last year net profit margin: 10% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥27.19 (vs JP¥56.05 in 1Q 2023)First quarter 2024 results: EPS: JP¥27.19 (down from JP¥56.05 in 1Q 2023). Revenue: JP¥21.1b (down 17% from 1Q 2023). Net income: JP¥1.30b (down 52% from 1Q 2023). Profit margin: 6.2% (down from 11% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jul 06Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥1,689, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 2.6% in a year. Earnings is forecast to grow by 2.1% in the next year.お知らせ • Jun 29Tsugami Corporation to Report Q1, 2024 Results on Jul 31, 2023Tsugami Corporation announced that they will report Q1, 2024 results on Jul 31, 2023Reported Earnings • Jun 24Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥159 (down from JP¥192 in FY 2022). Revenue: JP¥95.0b (up 1.9% from FY 2022). Net income: JP¥7.70b (down 19% from FY 2022). Profit margin: 8.1% (down from 10% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jun 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be JP¥1,713, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 2.6% in a year. Earnings is forecast to grow by 2.1% in the next year.Reported Earnings • May 15Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥159 (down from JP¥192 in FY 2022). Revenue: JP¥95.0b (up 1.9% from FY 2022). Net income: JP¥7.70b (down 19% from FY 2022). Profit margin: 8.1% (down from 10% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Buying Opportunity • May 15Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 9.3%. The fair value is estimated to be JP¥1,706, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 8.6% in 2 years. Earnings is forecast to grow by 11% in the next 2 years.お知らせ • May 13+ 1 more updateTsugami Corporation (TSE:6101) announces an Equity Buyback for 1,000,000 shares, representing 2.08% for ¥1,400 million.Tsugami Corporation (TSE:6101) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 2.08% of its total shares outstanding (excluding treasury shares), for a total of ¥1,400 million. The purpose of repurchase program is to implement a flexible capital policy that responds to future changes in the business environment. The repurchase program is valid till November 9, 2023. As of May 10, 2023, the company had 48,176,000 shares outstanding (excluding treasury shares) and had 1,824,000 shares in treasury.お知らせ • May 12Tsugami Corporation to Report Fiscal Year 2023 Final Results on Jun 21, 2023Tsugami Corporation announced that they will report fiscal year 2023 final results on Jun 21, 2023Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 May 2023. Payout ratio is a comfortable 14% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.4%).Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: JP¥37.52 (vs JP¥47.06 in 3Q 2022)Third quarter 2023 results: EPS: JP¥37.52 (down from JP¥47.06 in 3Q 2022). Revenue: JP¥24.5b (up 5.9% from 3Q 2022). Net income: JP¥1.81b (down 21% from 3Q 2022). Profit margin: 7.4% (down from 10.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 6.6% p.a. on average during the next 2 years, while revenues in the Machinery industry in Japan are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 28Tsugami Corporation to Report Q3, 2023 Results on Jan 30, 2023Tsugami Corporation announced that they will report Q3, 2023 results on Jan 30, 2023Board Change • Nov 16High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Head of General Affairs, Secretariat & Representative Director Motoi Yamada was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥32.28 (vs JP¥55.61 in 2Q 2022)Second quarter 2023 results: EPS: JP¥32.28 (down from JP¥55.61 in 2Q 2022). Revenue: JP¥22.4b (down 11% from 2Q 2022). Net income: JP¥1.56b (down 43% from 2Q 2022). Profit margin: 7.0% (down from 11% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 24Tsugami Corporation to Report Q2, 2023 Results on Nov 08, 2022Tsugami Corporation announced that they will report Q2, 2023 results on Nov 08, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 21% and the cash payout ratio is 94%. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.4%).Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥56.05 (vs JP¥53.15 in 1Q 2022)First quarter 2023 results: EPS: JP¥56.05 (up from JP¥53.15 in 1Q 2022). Revenue: JP¥25.5b (up 6.2% from 1Q 2022). Net income: JP¥2.71b (flat on 1Q 2022). Profit margin: 11% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 2.5%, compared to a 10.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 30Tsugami Corporation to Report Q1, 2023 Results on Jul 29, 2022Tsugami Corporation announced that they will report Q1, 2023 results on Jul 29, 2022Reported Earnings • Jun 26Full year 2022 earnings: Revenues miss analyst expectationsFull year 2022 results: Revenue: JP¥93.2b (up 51% from FY 2021). Net income: JP¥9.49b (up 93% from FY 2021). Profit margin: 10% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.4%. Over the next year, revenue is forecast to grow 3.0%, compared to a 9.5% growth forecast for the industry in Japan.お知らせ • Jun 23Tsugami Corporation (TSE:6101) announces an Equity Buyback for 1,000,000 shares, representing 2.1% for ¥1,150 million.Tsugami Corporation (TSE:6101) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 2.1% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,150 million. The purpose of the program is to carry out agile capital policy in response to future changes in the business environment. The program will be valid till November 7, 2022. As of June 21, 2022, the company had 50,000,000 issued shares and 2,122,000 treasury shares.Major Estimate Revision • Jun 11Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥105.0b to JP¥96.0b. EPS estimate also fell from JP¥230 per share to JP¥199 per share. Net income forecast to grow 1.2% next year vs 6.7% growth forecast for Machinery industry in Japan. Consensus price target down from JP¥2,200 to JP¥1,100. Share price was steady at JP¥1,244 over the past week.Reported Earnings • May 15Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥192 (up from JP¥95.19 in FY 2021). Revenue: JP¥93.2b (up 51% from FY 2021). Net income: JP¥9.49b (up 93% from FY 2021). Profit margin: 10% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.4%. Earnings per share (EPS) also missed analyst estimates by 9.9%. Over the next year, revenue is forecast to grow 13%, compared to a 7.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • May 14Tsugami Corporation, Annual General Meeting, Jun 22, 2022Tsugami Corporation, Annual General Meeting, Jun 22, 2022.Price Target Changed • Apr 27Price target increased to JP¥2,200Up from JP¥2,050, the current price target is provided by 1 analyst. New target price is 87% above last closing price of JP¥1,175. Stock is down 34% over the past year. The company is forecast to post earnings per share of JP¥213 for next year compared to JP¥95.19 last year.Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. CFO & Director Ichiro Muromoto was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 May 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.0%).お知らせ • Feb 19Tsugami Corporation (TSE:6101) announces an Equity Buyback for 1,000,000 shares, representing 2% for ¥1,300 million.Tsugami Corporation (TSE:6101) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 2% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,300 million. The purpose of the program is to carry out agile capital policy in response to future changes in the business environment. The program will be valid till July 21, 2022. As of February 17, 2022, the company had 50,000,000 issued shares and 1,398,000 treasury shares.Reported Earnings • Jan 30Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥47.05 (up from JP¥31.34 in 3Q 2021). Revenue: JP¥23.1b (up 44% from 3Q 2021). Net income: JP¥2.30b (up 42% from 3Q 2021). Profit margin: 10.0% (in line with 3Q 2021). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Over the next year, revenue is forecast to grow 8.8%, compared to a 9.1% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 24% per year.お知らせ • Jan 28Tsugami Corporation to Report Q3, 2022 Results on Jan 28, 2022Tsugami Corporation announced that they will report Q3, 2022 results on Jan 28, 2022Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥55.66 (vs JP¥11.79 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥25.1b (up 101% from 2Q 2021). Net income: JP¥2.76b (up 352% from 2Q 2021). Profit margin: 11% (up from 4.9% in 2Q 2021). The increase in margin was driven by higher revenue. 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 22% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 05Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,547, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Machinery industry in Japan. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥877 per share.Upcoming Dividend • Sep 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 30 November 2021. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (1.4%).お知らせ • Sep 20Tsugami Corporation (TSE:6101) announces an Equity Buyback for 750,000 shares, representing 1.5% for ¥1,500 million.Tsugami Corporation (TSE:6101) announces a share repurchase program. Under the program, the company will repurchase up to 750,000 shares, representing 1.5% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,500 million. The purpose of the program is to carry out agile capital policy in response to future changes in the business environment. The program will be valid till February 17, 2022. As of September 16, 2021, the company had 55,000,000 issued shares and 5,731,000 treasury shares.株主還元6101JP MachineryJP 市場7D14.8%-4.7%-1.4%1Y287.8%43.2%41.1%株主還元を見る業界別リターン: 6101過去 1 年間で43.2 % の収益を上げたJP Machinery業界を上回りました。リターン対市場: 6101過去 1 年間で41.1 % の収益を上げたJP市場を上回りました。価格変動Is 6101's price volatile compared to industry and market?6101 volatility6101 Average Weekly Movement9.8%Machinery Industry Average Movement5.9%Market Average Movement4.6%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.4%安定した株価: 6101の株価は、 JP市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 6101の weekly volatility ( 10% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19373,433Nobuhiro Watabewww.tsugami.co.jp株式会社ツガミは子会社とともに、日本で精密工作機械を製造・販売している。独立対向刃物台、刃物台・刃物台、精密刃物台、立形刃物台などのCNC精密自動旋盤、CNC旋盤を提供している。また、棒材加工、チャック加工などのターニングセンター製品、立型・横型マシニングセンターなどのマシニングセンター製品、CNC精密円筒研削盤、小径研削盤、超硬研削盤などの精密研削盤、精密ねじ転造盤なども提供している。また、工場の建物や設備の点検・保守、修繕サービス、損害保険代理店業務、個別企業調査などの各種事業も行っている。同社はエレクトロニクス、情報通信、自動車など様々な業界にサービスを提供している。中国、タイ、韓国、シンガポール、フィリピン、インド、米国、スイス、ドイツ、フランス、イタリア、メキシコでも事業を展開している。前身は株式会社津上製作所であり、1970年11月に株式会社津上製作所に社名変更した。株式会社ツガミは1937年に設立され、東京に本社を置いている。もっと見るTsugami Corporation 基礎のまとめTsugami の収益と売上を時価総額と比較するとどうか。6101 基礎統計学時価総額JP¥308.77b収益（TTM）JP¥16.75b売上高(TTM)JP¥129.14b19.8xPER（株価収益率2.6xP/Sレシオ6101 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6101 損益計算書（TTM）収益JP¥129.14b売上原価JP¥81.17b売上総利益JP¥47.97bその他の費用JP¥31.23b収益JP¥16.75b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）360.09グロス・マージン37.15%純利益率12.97%有利子負債／自己資本比率8.5%6101 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1.4%現在の配当利回り24%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/15 08:47終値2026/06/15 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Tsugami 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。9 アナリスト機関Haruka OnoBofA Global ResearchKenjin HottaBofA Global ResearchChika FukumotoCitigroup Inc6 その他のアナリストを表示
Reported Earnings • May 14Full year 2026 earnings released: EPS: JP¥361 (vs JP¥232 in FY 2025)Full year 2026 results: EPS: JP¥361 (up from JP¥232 in FY 2025). Revenue: JP¥129.1b (up 20% from FY 2025). Net income: JP¥16.7b (up 54% from FY 2025). Profit margin: 13% (up from 10% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 14Tsugami Corporation (TSE:6101) announces an Equity Buyback for 300,000 shares, representing 0.63% for ¥1,500 million.Tsugami Corporation (TSE:6101) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 0.63% of its issued share capital, for ¥1,500 million. The purpose of the program is implement flexible capital policy measures in response to future changes in the management environment. The program will expire on November 11, 2026. As of May 12, 2026, the company had 48,000,000 shares in issue(including treasury shares) and 1,498,000 shares in treasury.
お知らせ • May 13Tsugami Corporation, Annual General Meeting, Jun 17, 2026Tsugami Corporation, Annual General Meeting, Jun 17, 2026.
Valuation Update With 7 Day Price Move • May 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥4,770, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 15x in the Machinery industry in Japan. Total returns to shareholders of 273% over the past three years.
New Risk • Apr 29New 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 9.5% 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥4,210, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 15x in the Machinery industry in Japan. Total returns to shareholders of 247% over the past three years.
Reported Earnings • May 14Full year 2026 earnings released: EPS: JP¥361 (vs JP¥232 in FY 2025)Full year 2026 results: EPS: JP¥361 (up from JP¥232 in FY 2025). Revenue: JP¥129.1b (up 20% from FY 2025). Net income: JP¥16.7b (up 54% from FY 2025). Profit margin: 13% (up from 10% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 14Tsugami Corporation (TSE:6101) announces an Equity Buyback for 300,000 shares, representing 0.63% for ¥1,500 million.Tsugami Corporation (TSE:6101) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 0.63% of its issued share capital, for ¥1,500 million. The purpose of the program is implement flexible capital policy measures in response to future changes in the management environment. The program will expire on November 11, 2026. As of May 12, 2026, the company had 48,000,000 shares in issue(including treasury shares) and 1,498,000 shares in treasury.
お知らせ • May 13Tsugami Corporation, Annual General Meeting, Jun 17, 2026Tsugami Corporation, Annual General Meeting, Jun 17, 2026.
Valuation Update With 7 Day Price Move • May 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥4,770, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 15x in the Machinery industry in Japan. Total returns to shareholders of 273% over the past three years.
New Risk • Apr 29New 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 9.5% 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥4,210, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 15x in the Machinery industry in Japan. Total returns to shareholders of 247% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥3,415, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 15x in the Machinery industry in Japan. Total returns to shareholders of 160% over the past three years.
分析記事 • Feb 07Shareholders Will Be Pleased With The Quality of Tsugami's (TSE:6101) EarningsEven though Tsugami Corporation's ( TSE:6101 ) recent earnings release was robust, the market didn't seem to notice. We...
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥103 (vs JP¥62.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥103 (up from JP¥62.76 in 3Q 2025). Revenue: JP¥34.1b (up 36% from 3Q 2025). Net income: JP¥4.77b (up 62% from 3Q 2025). Profit margin: 14% (up from 12% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year and the company’s share price has also increased by 32% per year.
分析記事 • Dec 15Tsugami (TSE:6101) Has Announced A Dividend Of ¥36.00The board of Tsugami Corporation ( TSE:6101 ) has announced that it will pay a dividend of ¥36.00 per share on the 28th...
お知らせ • Dec 15Tsugami Corporation to Report Q3, 2026 Results on Jan 30, 2026Tsugami Corporation announced that they will report Q3, 2026 results on Jan 30, 2026
New Risk • Dec 12New 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 5.5% 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. This is currently the only risk that has been identified for the company.
分析記事 • Nov 30Tsugami (TSE:6101) Is Due To Pay A Dividend Of ¥36.00Tsugami Corporation's ( TSE:6101 ) investors are due to receive a payment of ¥36.00 per share on 28th of May. This...
Declared Dividend • Nov 29First half dividend of JP¥36.00 announcedShareholders will receive a dividend of JP¥36.00. Ex-date: 30th March 2026 Payment date: 28th May 2026 Dividend yield will be 2.6%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (11% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 20% 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 49% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥63.20 (vs JP¥44.73 in 2Q 2025)Second quarter 2026 results: EPS: JP¥63.20 (up from JP¥44.73 in 2Q 2025). Revenue: JP¥28.3b (up 18% from 2Q 2025). Net income: JP¥2.93b (up 39% from 2Q 2025). Profit margin: 10% (up from 8.8% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 13Tsugami Corporation (TSE:6101) announces an Equity Buyback for 500,000 shares, representing 1.07% for ¥1,300 million.Tsugami Corporation (TSE:6101) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 1.07% of its issued share capital, for ¥1,300 million. The purpose of the program is to implement flexible capital policy measures in response to future changes in the management environment. The program will expire on May 12, 2026. As of November 12, 2025, the company had 48,000,000 shares in issue(including treasury shares) and 1,067,000 shares in treasury.
分析記事 • Oct 17Tsugami Corporation (TSE:6101) Screens Well But There Might Be A CatchTsugami Corporation's ( TSE:6101 ) price-to-earnings (or "P/E") ratio of 9.9x might make it look like a buy right now...
Upcoming Dividend • Sep 22Upcoming dividend of JP¥32.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).
お知らせ • Sep 16Tsugami Corporation to Report Q2, 2026 Results on Nov 13, 2025Tsugami Corporation announced that they will report Q2, 2026 results on Nov 13, 2025
Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: JP¥90.11 (vs JP¥57.21 in 1Q 2025)First quarter 2026 results: EPS: JP¥90.11 (up from JP¥57.21 in 1Q 2025). Revenue: JP¥31.8b (up 24% from 1Q 2025). Net income: JP¥4.21b (up 56% from 1Q 2025). Profit margin: 13% (up from 11% in 1Q 2025). The increase in margin was driven by higher revenue. 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 19% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jul 09Final dividend of JP¥32.00 announcedShareholders will receive a dividend of JP¥32.00. Ex-date: 29th September 2025 Payment date: 1st December 2025 Dividend yield will be 3.5%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 18% 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 43% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 20Full year 2025 earnings released: EPS: JP¥232 (vs JP¥113 in FY 2024)Full year 2025 results: EPS: JP¥232 (up from JP¥113 in FY 2024). Revenue: JP¥107.4b (up 28% from FY 2024). Net income: JP¥10.9b (up 103% from FY 2024). Profit margin: 10% (up from 6.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 17Tsugami Corporation to Report Q1, 2026 Results on Jul 30, 2025Tsugami Corporation announced that they will report Q1, 2026 results on Jul 30, 2025
Reported Earnings • May 15Full year 2025 earnings released: EPS: JP¥232 (vs JP¥113 in FY 2024)Full year 2025 results: EPS: JP¥232 (up from JP¥113 in FY 2024). Revenue: JP¥107.4b (up 28% from FY 2024). Net income: JP¥10.9b (up 103% from FY 2024). Profit margin: 10% (up from 6.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 14Tsugami Corporation (TSE:6101) announces an Equity Buyback for 500,000 shares, representing 1.05% for ¥925 million.Tsugami Corporation (TSE:6101) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 1.05% of its issued share capital, for ¥925 million. The purpose of the program is to implement flexible capital policy measures in response to future changes in the management environment. The program will expire on November 12, 2025. As of May 12, 2025, the company had 48,000,000 shares in issue and 602,000 shares in treasury.
お知らせ • May 13Tsugami Corporation, Annual General Meeting, Jun 18, 2025Tsugami Corporation, Annual General Meeting, Jun 18, 2025.
分析記事 • May 09Tsugami Corporation (TSE:6101) Stock Catapults 25% Though Its Price And Business Still Lag The MarketTsugami Corporation ( TSE:6101 ) shares have had a really impressive month, gaining 25% after a shaky period...
分析記事 • Apr 15Why We Like The Returns At Tsugami (TSE:6101)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,621, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 11x in the Machinery industry in Japan. Total returns to shareholders of 49% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 28 May 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.1%).
分析記事 • Mar 14Tsugami Corporation (TSE:6101) Stock Catapults 26% Though Its Price And Business Still Lag The MarketDespite an already strong run, Tsugami Corporation ( TSE:6101 ) shares have been powering on, with a gain of 26% in the...
New Risk • Mar 14New 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 5.9% 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,046, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 12x in the Machinery industry in Japan. Total returns to shareholders of 73% over the past three years.
お知らせ • Mar 14Tsugami Corporation to Report Fiscal Year 2025 Results on May 13, 2025Tsugami Corporation announced that they will report fiscal year 2025 results on May 13, 2025
Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥62.76 (vs JP¥30.20 in 3Q 2024)Third quarter 2025 results: EPS: JP¥62.76 (up from JP¥30.20 in 3Q 2024). Revenue: JP¥25.1b (up 11% from 3Q 2024). Net income: JP¥2.95b (up 105% from 3Q 2024). Profit margin: 12% (up from 6.4% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Dec 05Tsugami Corporation to Report Q3, 2025 Results on Jan 30, 2025Tsugami Corporation announced that they will report Q3, 2025 results on Jan 30, 2025
Declared Dividend • Nov 30First half dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 28th March 2025 Payment date: 28th May 2025 Dividend yield will be 4.0%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 15% 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 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: JP¥44.72 (vs JP¥18.51 in 2Q 2024)Second quarter 2025 results: EPS: JP¥44.72 (up from JP¥18.51 in 2Q 2024). Revenue: JP¥24.1b (up 25% from 2Q 2024). Net income: JP¥2.11b (up 138% from 2Q 2024). Profit margin: 8.8% (up from 4.6% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 13Tsugami Corporation (TSE:6101) announces an Equity Buyback for 250,000 shares, representing 0.52% for ¥400 million.Tsugami Corporation (TSE:6101) announces a share repurchase program. Under the program, the company will repurchase up to 250,000 shares, representing 0.52% of its issued share capital, for ¥400 million. The program is aimed at implementing a flexible capital policy in response to future changes in the business environment. The program will expire on May 12, 2025. As of November 12, 2024, the company had 48,000,000 shares in issue and 376,000 shares in treasury.
分析記事 • Sep 25Tsugami (TSE:6101) Has Affirmed Its Dividend Of ¥24.00The board of Tsugami Corporation ( TSE:6101 ) has announced that it will pay a dividend on the 2nd of December, with...
お知らせ • Sep 25Tsugami Corporation to Report Q2, 2025 Results on Nov 13, 2024Tsugami Corporation announced that they will report Q2, 2025 results on Nov 13, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.9%).
New Risk • Sep 12New 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 8.3% 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. This is currently the only risk that has been identified for the company.
分析記事 • Aug 19Tsugami (TSE:6101) Is Due To Pay A Dividend Of ¥24.00The board of Tsugami Corporation ( TSE:6101 ) has announced that it will pay a dividend of ¥24.00 per share on the 2nd...
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,377, the stock trades at a trailing P/E ratio of 9.6x. Average forward P/E is 10x in the Machinery industry in Japan. Total loss to shareholders of 6.4% over the past three years.
Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥57.21 (vs JP¥27.19 in 1Q 2024)First quarter 2025 results: EPS: JP¥57.21 (up from JP¥27.19 in 1Q 2024). Revenue: JP¥25.7b (up 22% from 1Q 2024). Net income: JP¥2.71b (up 107% from 1Q 2024). Profit margin: 11% (up from 6.2% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
New Risk • Jul 30New 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 5.7% 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. This is currently the only risk that has been identified for the company.
分析記事 • Jul 25Tsugami (TSE:6101) Is Paying Out A Dividend Of ¥24.00Tsugami Corporation ( TSE:6101 ) will pay a dividend of ¥24.00 on the 2nd of December. This makes the dividend yield...
分析記事 • Jul 11Tsugami (TSE:6101) Will Pay A Dividend Of ¥24.00The board of Tsugami Corporation ( TSE:6101 ) has announced that it will pay a dividend of ¥24.00 per share on the 2nd...
Declared Dividend • Jul 11Final dividend of JP¥24.00 announcedDividend of JP¥24.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 3.1%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 15% 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 remain steady over the next year, which should provide adequate earnings cover for the dividend.
お知らせ • Jul 03An undisclosed buyer acquired 5.90% stake in Precision Tsugami (China) Corporation Limited (SEHK:1651) from Tsugami Corporation (TSE:6101).An undisclosed buyer acquired 5.90% stake in Precision Tsugami (China) Corporation Limited (SEHK:1651) from Tsugami Corporation (TSE:6101) on July 2, 2024.An undisclosed buyer completed the acquisition of 5.90% stake in Precision Tsugami (China) Corporation Limited (SEHK:1651) from Tsugami Corporation (TSE:6101) on July 2, 2024.
お知らせ • Jun 25Tsugami Corporation to Report Q1, 2025 Results on Jul 30, 2024Tsugami Corporation announced that they will report Q1, 2025 results on Jul 30, 2024
Reported Earnings • Jun 23Full year 2024 earnings released: EPS: JP¥113 (vs JP¥159 in FY 2023)Full year 2024 results: EPS: JP¥113 (down from JP¥159 in FY 2023). Revenue: JP¥83.9b (down 12% from FY 2023). Net income: JP¥5.38b (down 30% from FY 2023). Profit margin: 6.4% (down from 8.1% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 4% per year.
Reported Earnings • May 18Full year 2024 earnings released: EPS: JP¥113 (vs JP¥159 in FY 2023)Full year 2024 results: EPS: JP¥113 (down from JP¥159 in FY 2023). Revenue: JP¥83.9b (down 12% from FY 2023). Net income: JP¥5.38b (down 30% from FY 2023). Profit margin: 6.4% (down from 8.1% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% 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 • May 16Tsugami Corporation, Annual General Meeting, Jun 19, 2024Tsugami Corporation, Annual General Meeting, Jun 19, 2024.
分析記事 • Apr 12A Piece Of The Puzzle Missing From Tsugami Corporation's (TSE:6101) Share PriceWith a price-to-earnings (or "P/E") ratio of 11.1x Tsugami Corporation ( TSE:6101 ) may be sending bullish signals at...
お知らせ • Mar 26Tsugami Corporation to Report Fiscal Year 2024 Results on May 14, 2024Tsugami Corporation announced that they will report fiscal year 2024 results on May 14, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 30 May 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.9%).
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥30.21 (vs JP¥37.47 in 3Q 2023)Third quarter 2024 results: EPS: JP¥30.21 (down from JP¥37.47 in 3Q 2023). Revenue: JP¥22.5b (down 7.8% from 3Q 2023). Net income: JP¥1.44b (down 20% from 3Q 2023). Profit margin: 6.4% (down from 7.4% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Dec 17Tsugami Corporation to Report Q3, 2024 Results on Jan 30, 2024Tsugami Corporation announced that they will report Q3, 2024 results on Jan 30, 2024
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥18.52 (vs JP¥32.26 in 2Q 2023)Second quarter 2024 results: EPS: JP¥18.52 (down from JP¥32.26 in 2Q 2023). Revenue: JP¥19.2b (down 14% from 2Q 2023). Net income: JP¥887.0m (down 43% from 2Q 2023). Profit margin: 4.6% (down from 7.0% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Sep 30Tsugami Corporation to Report Q2, 2024 Results on Nov 10, 2023Tsugami Corporation announced that they will report Q2, 2024 results on Nov 10, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥24.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.1%).
New Risk • Aug 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.0% Last year net profit margin: 10% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥27.19 (vs JP¥56.05 in 1Q 2023)First quarter 2024 results: EPS: JP¥27.19 (down from JP¥56.05 in 1Q 2023). Revenue: JP¥21.1b (down 17% from 1Q 2023). Net income: JP¥1.30b (down 52% from 1Q 2023). Profit margin: 6.2% (down from 11% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jul 06Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥1,689, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 2.6% in a year. Earnings is forecast to grow by 2.1% in the next year.
お知らせ • Jun 29Tsugami Corporation to Report Q1, 2024 Results on Jul 31, 2023Tsugami Corporation announced that they will report Q1, 2024 results on Jul 31, 2023
Reported Earnings • Jun 24Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥159 (down from JP¥192 in FY 2022). Revenue: JP¥95.0b (up 1.9% from FY 2022). Net income: JP¥7.70b (down 19% from FY 2022). Profit margin: 8.1% (down from 10% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jun 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be JP¥1,713, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 2.6% in a year. Earnings is forecast to grow by 2.1% in the next year.
Reported Earnings • May 15Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥159 (down from JP¥192 in FY 2022). Revenue: JP¥95.0b (up 1.9% from FY 2022). Net income: JP¥7.70b (down 19% from FY 2022). Profit margin: 8.1% (down from 10% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • May 15Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 9.3%. The fair value is estimated to be JP¥1,706, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 8.6% in 2 years. Earnings is forecast to grow by 11% in the next 2 years.
お知らせ • May 13+ 1 more updateTsugami Corporation (TSE:6101) announces an Equity Buyback for 1,000,000 shares, representing 2.08% for ¥1,400 million.Tsugami Corporation (TSE:6101) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 2.08% of its total shares outstanding (excluding treasury shares), for a total of ¥1,400 million. The purpose of repurchase program is to implement a flexible capital policy that responds to future changes in the business environment. The repurchase program is valid till November 9, 2023. As of May 10, 2023, the company had 48,176,000 shares outstanding (excluding treasury shares) and had 1,824,000 shares in treasury.
お知らせ • May 12Tsugami Corporation to Report Fiscal Year 2023 Final Results on Jun 21, 2023Tsugami Corporation announced that they will report fiscal year 2023 final results on Jun 21, 2023
Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 May 2023. Payout ratio is a comfortable 14% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.4%).
Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: JP¥37.52 (vs JP¥47.06 in 3Q 2022)Third quarter 2023 results: EPS: JP¥37.52 (down from JP¥47.06 in 3Q 2022). Revenue: JP¥24.5b (up 5.9% from 3Q 2022). Net income: JP¥1.81b (down 21% from 3Q 2022). Profit margin: 7.4% (down from 10.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 6.6% p.a. on average during the next 2 years, while revenues in the Machinery industry in Japan are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 28Tsugami Corporation to Report Q3, 2023 Results on Jan 30, 2023Tsugami Corporation announced that they will report Q3, 2023 results on Jan 30, 2023
Board Change • Nov 16High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Head of General Affairs, Secretariat & Representative Director Motoi Yamada was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥32.28 (vs JP¥55.61 in 2Q 2022)Second quarter 2023 results: EPS: JP¥32.28 (down from JP¥55.61 in 2Q 2022). Revenue: JP¥22.4b (down 11% from 2Q 2022). Net income: JP¥1.56b (down 43% from 2Q 2022). Profit margin: 7.0% (down from 11% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 24Tsugami Corporation to Report Q2, 2023 Results on Nov 08, 2022Tsugami Corporation announced that they will report Q2, 2023 results on Nov 08, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 21% and the cash payout ratio is 94%. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.4%).
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥56.05 (vs JP¥53.15 in 1Q 2022)First quarter 2023 results: EPS: JP¥56.05 (up from JP¥53.15 in 1Q 2022). Revenue: JP¥25.5b (up 6.2% from 1Q 2022). Net income: JP¥2.71b (flat on 1Q 2022). Profit margin: 11% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 2.5%, compared to a 10.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 30Tsugami Corporation to Report Q1, 2023 Results on Jul 29, 2022Tsugami Corporation announced that they will report Q1, 2023 results on Jul 29, 2022
Reported Earnings • Jun 26Full year 2022 earnings: Revenues miss analyst expectationsFull year 2022 results: Revenue: JP¥93.2b (up 51% from FY 2021). Net income: JP¥9.49b (up 93% from FY 2021). Profit margin: 10% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.4%. Over the next year, revenue is forecast to grow 3.0%, compared to a 9.5% growth forecast for the industry in Japan.
お知らせ • Jun 23Tsugami Corporation (TSE:6101) announces an Equity Buyback for 1,000,000 shares, representing 2.1% for ¥1,150 million.Tsugami Corporation (TSE:6101) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 2.1% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,150 million. The purpose of the program is to carry out agile capital policy in response to future changes in the business environment. The program will be valid till November 7, 2022. As of June 21, 2022, the company had 50,000,000 issued shares and 2,122,000 treasury shares.
Major Estimate Revision • Jun 11Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥105.0b to JP¥96.0b. EPS estimate also fell from JP¥230 per share to JP¥199 per share. Net income forecast to grow 1.2% next year vs 6.7% growth forecast for Machinery industry in Japan. Consensus price target down from JP¥2,200 to JP¥1,100. Share price was steady at JP¥1,244 over the past week.
Reported Earnings • May 15Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥192 (up from JP¥95.19 in FY 2021). Revenue: JP¥93.2b (up 51% from FY 2021). Net income: JP¥9.49b (up 93% from FY 2021). Profit margin: 10% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.4%. Earnings per share (EPS) also missed analyst estimates by 9.9%. Over the next year, revenue is forecast to grow 13%, compared to a 7.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14Tsugami Corporation, Annual General Meeting, Jun 22, 2022Tsugami Corporation, Annual General Meeting, Jun 22, 2022.
Price Target Changed • Apr 27Price target increased to JP¥2,200Up from JP¥2,050, the current price target is provided by 1 analyst. New target price is 87% above last closing price of JP¥1,175. Stock is down 34% over the past year. The company is forecast to post earnings per share of JP¥213 for next year compared to JP¥95.19 last year.
Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. CFO & Director Ichiro Muromoto was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 May 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.0%).
お知らせ • Feb 19Tsugami Corporation (TSE:6101) announces an Equity Buyback for 1,000,000 shares, representing 2% for ¥1,300 million.Tsugami Corporation (TSE:6101) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 2% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,300 million. The purpose of the program is to carry out agile capital policy in response to future changes in the business environment. The program will be valid till July 21, 2022. As of February 17, 2022, the company had 50,000,000 issued shares and 1,398,000 treasury shares.
Reported Earnings • Jan 30Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥47.05 (up from JP¥31.34 in 3Q 2021). Revenue: JP¥23.1b (up 44% from 3Q 2021). Net income: JP¥2.30b (up 42% from 3Q 2021). Profit margin: 10.0% (in line with 3Q 2021). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Over the next year, revenue is forecast to grow 8.8%, compared to a 9.1% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 24% per year.
お知らせ • Jan 28Tsugami Corporation to Report Q3, 2022 Results on Jan 28, 2022Tsugami Corporation announced that they will report Q3, 2022 results on Jan 28, 2022
Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥55.66 (vs JP¥11.79 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥25.1b (up 101% from 2Q 2021). Net income: JP¥2.76b (up 352% from 2Q 2021). Profit margin: 11% (up from 4.9% in 2Q 2021). The increase in margin was driven by higher revenue. 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 22% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,547, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Machinery industry in Japan. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥877 per share.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 30 November 2021. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (1.4%).
お知らせ • Sep 20Tsugami Corporation (TSE:6101) announces an Equity Buyback for 750,000 shares, representing 1.5% for ¥1,500 million.Tsugami Corporation (TSE:6101) announces a share repurchase program. Under the program, the company will repurchase up to 750,000 shares, representing 1.5% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,500 million. The purpose of the program is to carry out agile capital policy in response to future changes in the business environment. The program will be valid till February 17, 2022. As of September 16, 2021, the company had 55,000,000 issued shares and 5,731,000 treasury shares.
