View ValuationAmada 将来の成長Future 基準チェック /36Amada利益と収益がそれぞれ年間14.2%と6.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に8.9% 16.3%なると予測されています。主要情報14.2%収益成長率16.29%EPS成長率Machinery 収益成長10.0%収益成長率6.1%将来の株主資本利益率8.90%アナリストカバレッジGood最終更新日14 May 2026今後の成長に関する最新情報Price Target Changed • Mar 14Price target increased by 8.9% to JP¥2,444Up from JP¥2,244, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of JP¥2,329. Stock is up 56% over the past year. The company is forecast to post earnings per share of JP¥104 for next year compared to JP¥98.72 last year.Price Target Changed • Feb 17Price target increased by 7.5% to JP¥2,144Up from JP¥1,994, the current price target is an average from 7 analysts. New target price is 13% below last closing price of JP¥2,458. Stock is up 67% over the past year. The company is forecast to post earnings per share of JP¥104 for next year compared to JP¥98.72 last year.Price Target Changed • Sep 06Price target increased by 7.2% to JP¥1,926Up from JP¥1,797, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of JP¥1,874. Stock is up 29% over the past year. The company is forecast to post earnings per share of JP¥103 for next year compared to JP¥98.72 last year.Major Estimate Revision • Jun 20Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥118 to JP¥106 per share. Revenue forecast steady at JP¥417.9b. Net income forecast to grow 4.7% next year vs 4.5% growth forecast for Machinery industry in Japan. Consensus price target up from JP¥1,667 to JP¥1,787. Share price rose 5.4% to JP¥1,581 over the past week.Price Target Changed • Jun 20Price target increased by 7.2% to JP¥1,787Up from JP¥1,667, the current price target is an average from 7 analysts. New target price is 13% above last closing price of JP¥1,587. Stock is down 7.2% over the past year. The company is forecast to post earnings per share of JP¥106 for next year compared to JP¥98.72 last year.Price Target Changed • Dec 02Price target decreased by 8.3% to JP¥1,740Down from JP¥1,897, the current price target is an average from 7 analysts. New target price is 20% above last closing price of JP¥1,455. Stock is down 5.6% over the past year. The company is forecast to post earnings per share of JP¥119 for next year compared to JP¥119 last year.すべての更新を表示Recent updatesお知らせ • May 15+ 1 more updateAmada Co., Ltd. (TSE:6113) announces an Equity Buyback for 25,000,000 shares, representing 8.05% for ¥50,000 million.Amada Co., Ltd. (TSE:6113) announces a share repurchase program. Under the program, the company will repurchase up to 25,000,000 shares, representing 8.05% of its issued share capital, for ¥50,000 million. The purpose of the buyback is to improve capital efficiency and to enhance shareholder returns by flexibly implementing the capital policy. Repurchased shares will be cancelled. The program will expire on March 31, 2027. As of March 31, 2026, the company had 310,690,987 ordinary shares in issue (excluding treasury stock) and 6,760,430 ordinary shares in treasury.Reported Earnings • May 15Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥96.67 (down from JP¥98.72 in FY 2025). Revenue: JP¥437.4b (up 10% from FY 2025). Net income: JP¥30.6b (down 5.7% from FY 2025). Profit margin: 7.0% (down from 8.2% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.0%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.お知らせ • May 09Amada Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Amada Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026New Risk • May 07New 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 6.9% 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. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.9% average weekly change).Upcoming Dividend • Mar 23Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Price Target Changed • Mar 14Price target increased by 8.9% to JP¥2,444Up from JP¥2,244, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of JP¥2,329. Stock is up 56% over the past year. The company is forecast to post earnings per share of JP¥104 for next year compared to JP¥98.72 last year.Buy Or Sell Opportunity • Mar 10Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to JP¥2,330. The fair value is estimated to be JP¥1,913, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Earnings per share has declined by 3.8%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,250, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Machinery industry in Japan. Total returns to shareholders of 99% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,925 per share.Price Target Changed • Feb 17Price target increased by 7.5% to JP¥2,144Up from JP¥1,994, the current price target is an average from 7 analysts. New target price is 13% below last closing price of JP¥2,458. Stock is up 67% over the past year. The company is forecast to post earnings per share of JP¥104 for next year compared to JP¥98.72 last year.Reported Earnings • Feb 14Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥24.83 (up from JP¥16.13 in 3Q 2025). Revenue: JP¥110.7b (up 23% from 3Q 2025). Net income: JP¥7.80b (up 49% from 3Q 2025). Profit margin: 7.0% (up from 5.8% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.4%. Earnings per share (EPS) also surpassed analyst estimates by 41%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.分析記事 • Feb 10Are Amada Co., Ltd. (TSE:6113) Investors Paying Above The Intrinsic Value?Key Insights The projected fair value for Amada is JP¥1,746 based on 2 Stage Free Cash Flow to Equity Amada's JP¥2,314...Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,242, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the Machinery industry in Japan. Total returns to shareholders of 121% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,755 per share.Buy Or Sell Opportunity • Feb 03Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to JP¥2,123. The fair value is estimated to be JP¥1,719, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.2% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.分析記事 • Jan 23We Think Amada (TSE:6113) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Buy Or Sell Opportunity • Jan 16Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to JP¥2,057. The fair value is estimated to be JP¥1,711, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.2% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.分析記事 • Dec 11Amada (TSE:6113) Has Affirmed Its Dividend Of ¥31.00Amada Co., Ltd. ( TSE:6113 ) will pay a dividend of ¥31.00 on the 29th of June. The dividend yield will be 3.3% based...分析記事 • Dec 10Earnings Tell The Story For Amada Co., Ltd. (TSE:6113)When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider Amada...Declared Dividend • Dec 10First half dividend of JP¥31.00 announcedDividend of JP¥31.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 63% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 29Amada Co., Ltd. to Report Q3, 2026 Results on Feb 12, 2026Amada Co., Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026Reported Earnings • Nov 15Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: JP¥24.11 (down from JP¥26.04 in 2Q 2025). Revenue: JP¥107.0b (up 5.5% from 2Q 2025). Net income: JP¥7.67b (down 11% from 2Q 2025). Profit margin: 7.2% (down from 8.5% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.2%. Earnings per share (EPS) also missed analyst estimates by 18%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.分析記事 • Oct 29Calculating The Fair Value Of Amada Co., Ltd. (TSE:6113)Key Insights The projected fair value for Amada is JP¥1,900 based on 2 Stage Free Cash Flow to Equity With JP¥1,837...Upcoming Dividend • Sep 22Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 10 December 2025. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).Price Target Changed • Sep 06Price target increased by 7.2% to JP¥1,926Up from JP¥1,797, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of JP¥1,874. Stock is up 29% over the past year. The company is forecast to post earnings per share of JP¥103 for next year compared to JP¥98.72 last year.お知らせ • Sep 01Amada Co., Ltd. to Report Q2, 2026 Results on Nov 13, 2025Amada Co., Ltd. announced that they will report Q2, 2026 results on Nov 13, 2025分析記事 • Aug 26Amada (TSE:6113) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Aug 08First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: JP¥8.47 (down from JP¥19.44 in 1Q 2025). Revenue: JP¥77.3b (down 7.0% from 1Q 2025). Net income: JP¥2.72b (down 58% from 1Q 2025). Profit margin: 3.5% (down from 7.8% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.6%. Earnings per share (EPS) also missed analyst estimates by 52%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Aug 06Now 20% undervaluedOver the last 90 days, the stock has risen 18% to JP¥1,718. The fair value is estimated to be JP¥2,158, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 7.8%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 7.5% per annum over the same time period.Declared Dividend • Jul 09Final dividend of JP¥31.00 announcedShareholders will receive a dividend of JP¥31.00. Ex-date: 29th September 2025 Payment date: 10th December 2025 Dividend yield will be 3.9%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 01Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥98.72 (down from JP¥119 in FY 2024). Revenue: JP¥396.7b (down 1.7% from FY 2024). Net income: JP¥32.4b (down 20% from FY 2024). Profit margin: 8.2% (down from 10% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.0%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% 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 27Amada Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Amada Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025Major Estimate Revision • Jun 20Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥118 to JP¥106 per share. Revenue forecast steady at JP¥417.9b. Net income forecast to grow 4.7% next year vs 4.5% growth forecast for Machinery industry in Japan. Consensus price target up from JP¥1,667 to JP¥1,787. Share price rose 5.4% to JP¥1,581 over the past week.Price Target Changed • Jun 20Price target increased by 7.2% to JP¥1,787Up from JP¥1,667, the current price target is an average from 7 analysts. New target price is 13% above last closing price of JP¥1,587. Stock is down 7.2% over the past year. The company is forecast to post earnings per share of JP¥106 for next year compared to JP¥98.72 last year.Reported Earnings • May 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥98.72 (down from JP¥119 in FY 2024). Revenue: JP¥396.7b (down 1.7% from FY 2024). Net income: JP¥32.4b (down 20% from FY 2024). Profit margin: 8.2% (down from 10% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.0%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 12% per year.お知らせ • May 16+ 1 more updateAmada Co., Ltd. (TSE:6113) announces an Equity Buyback for 18,000,000 shares, representing 5.6% for ¥20,000 million.Amada Co., Ltd. (TSE:6113) announces a share repurchase program. Under the program, the company will repurchase 18,000,000 shares, representing 5.6% of its share capital, for ¥20,000 million. The company will repurchase its shares in order to control the increase in net assets to improve capital efficiency and to enhance shareholder returns by flexibly implementing the capital policy. The repurchased shares will be cancelled. The program will run until March 31, 2026. As of March 31, 2025, the company had 321,415,527 shares outstanding (excluding treasury shares) and 6,757,490 shares in treasury.お知らせ • May 15Amada Co., Ltd., Annual General Meeting, Jun 26, 2025Amada Co., Ltd., Annual General Meeting, Jun 26, 2025.お知らせ • Apr 18Amada Co., Ltd. (TSE:6113) agreed to acquire Via Mechanics Co., Ltd. from Advantage Partners VI, APCP VI, L.P. managed by Advantage Partners, Inc. and others for ¥51.0 billion.Amada Co., Ltd. (TSE:6113) agreed to acquire Via Mechanics Co., Ltd. from Advantage Partners VI, APCP VI, L.P. managed by Advantage Partners, Inc. and others for ¥51.0 billion on April 17, 2025. Acquisition funds will be fully borrowed. The closing of the Share Acquisition is subject to the completion of Japan’s antitrust clearance and other regulatory approvals. The transaction is expected to complete in July 2025.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,200, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Machinery industry in Japan. Total returns to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,837 per share.Buy Or Sell Opportunity • Mar 31Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.8% to JP¥1,448. The fair value is estimated to be JP¥1,863, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 9.0% per annum over the same time period.Upcoming Dividend • Mar 21Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.1%).お知らせ • Mar 05Amada Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Amada Co., Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on May 15, 2025Buy Or Sell Opportunity • Feb 17Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.3% to JP¥1,437. The fair value is estimated to be JP¥1,899, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 8.8% per annum over the same time period.Reported Earnings • Feb 15Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: JP¥16.13 (down from JP¥24.30 in 3Q 2024). Revenue: JP¥90.3b (down 8.0% from 3Q 2024). Net income: JP¥5.25b (down 36% from 3Q 2024). Profit margin: 5.8% (down from 8.4% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 9.3%. Earnings per share (EPS) also missed analyst estimates by 39%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 14% per year.Declared Dividend • Dec 11First half dividend of JP¥31.00 announcedShareholders will receive a dividend of JP¥31.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 4.2%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (85% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Dec 02Price target decreased by 8.3% to JP¥1,740Down from JP¥1,897, the current price target is an average from 7 analysts. New target price is 20% above last closing price of JP¥1,455. Stock is down 5.6% over the past year. The company is forecast to post earnings per share of JP¥119 for next year compared to JP¥119 last year.お知らせ • Nov 30Amada Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025Amada Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025Upcoming Dividend • Sep 20Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.9%).お知らせ • Aug 28Amada Co., Ltd. to Report Q2, 2025 Results on Nov 14, 2024Amada Co., Ltd. announced that they will report Q2, 2025 results on Nov 14, 2024Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥19.44 (vs JP¥26.95 in 1Q 2024)First quarter 2025 results: EPS: JP¥19.44 (down from JP¥26.95 in 1Q 2024). Revenue: JP¥83.1b (down 4.0% from 1Q 2024). Net income: JP¥6.50b (down 31% from 1Q 2024). Profit margin: 7.8% (down from 11% in 1Q 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.New Risk • Aug 05New 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 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.4% average weekly change).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥1,309, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Machinery industry in Japan. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,386 per share.Declared Dividend • Jul 11Final dividend of JP¥31.00 announcedShareholders will receive a dividend of JP¥31.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 3.5%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 28Amada Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Amada Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024Reported Earnings • May 16Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥119 (up from JP¥98.25 in FY 2023). Revenue: JP¥403.5b (up 10% from FY 2023). Net income: JP¥40.6b (up 19% from FY 2023). Profit margin: 10% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.0%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • May 16Amada Co., Ltd., Annual General Meeting, Jun 27, 2024Amada Co., Ltd., Annual General Meeting, Jun 27, 2024.お知らせ • May 15Amada Co., Ltd. (TSE:6113) announces an Equity Buyback for 18,000,000 shares, representing 5.38% for ¥20,000 million.Amada Co., Ltd. (TSE:6113) announces a share repurchase program. Under the program, the company will repurchase 18,000,000 shares, representing 5.38% of its share capital, for ¥20,000 million. The company will repurchase its shares in order to curbing the increase in net assets and improving capital efficiency and enhance shareholder returns by implementing a flexible capital policy. The program will run until March 31, 2025. As of March 31, 2024, the company had 334,360,401 shares outstanding (excluding treasury shares) and 6,754,816 shares in treasury.お知らせ • Mar 28Amada Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Amada Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥32.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 46% and the cash payout ratio is 90%. Trailing yield: 3.2%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.9%).Price Target Changed • Feb 29Price target increased by 7.4% to JP¥1,880Up from JP¥1,750, the current price target is an average from 5 analysts. New target price is 13% above last closing price of JP¥1,663. Stock is up 34% over the past year. The company is forecast to post earnings per share of JP¥115 for next year compared to JP¥98.25 last year.Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥24.30 (vs JP¥20.24 in 3Q 2023)Third quarter 2024 results: EPS: JP¥24.30 (up from JP¥20.24 in 3Q 2023). Revenue: JP¥98.2b (up 9.7% from 3Q 2023). Net income: JP¥8.25b (up 17% from 3Q 2023). Profit margin: 8.4% (up from 7.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 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 27% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Feb 09Now 21% undervaluedOver the last 90 days, the stock has risen 5.3% to JP¥1,558. The fair value is estimated to be JP¥1,965, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period.お知らせ • Feb 08+ 1 more updateAmada Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Amada Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2024 of ¥32.00 per share against ¥26.00 per share.Buying Opportunity • Dec 08Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 5.8%. The fair value is estimated to be JP¥1,858, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings is also forecast to grow by 5.5% per annum over the same time period.お知らせ • Nov 27Amada Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Amada Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥30.21 (vs JP¥32.09 in 2Q 2023)Second quarter 2024 results: EPS: JP¥30.21 (down from JP¥32.09 in 2Q 2023). Revenue: JP¥100.5b (up 5.4% from 2Q 2023). Net income: JP¥10.4b (down 6.8% from 2Q 2023). Profit margin: 10% (down from 12% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 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 26% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 09+ 1 more updateAmada Co., Ltd. Announces Dividend for the Second Quarter Ended September 30, 2023, Scheduled Date to Commence Dividend Payments from December 5, 2023; Provides Dividend Guidance for the Year Ending March 31, 2024Amada Co., Ltd. announced dividend for the second quarter ended September 30, 2023 of ¥25.00 per share against ¥22.00 per share a year ago. The Scheduled date to commence dividend payments from December 5, 2023.The company provided dividend guidance for the year ending March 31, 2024 of ¥32.00 per share against ¥26.00 per share.お知らせ • Sep 28Amada Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023Amada Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥25.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 44% 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 (3.3%). Higher than average of industry peers (2.1%).Price Target Changed • Sep 15Price target increased by 12% to JP¥1,710Up from JP¥1,530, the current price target is an average from 5 analysts. New target price is 9.1% above last closing price of JP¥1,567. Stock is up 45% over the past year. The company is forecast to post earnings per share of JP¥112 for next year compared to JP¥98.25 last year.Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥26.95 (vs JP¥16.81 in 1Q 2023)First quarter 2024 results: EPS: JP¥26.95 (up from JP¥16.81 in 1Q 2023). Revenue: JP¥86.5b (up 17% from 1Q 2023). Net income: JP¥9.37b (up 60% from 1Q 2023). Profit margin: 11% (up from 7.9% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery 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 19% per year.お知らせ • Aug 09+ 1 more updateAmada Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024Amada Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2024. For the period, the company expects revenue of JPY 375,000 million, operating profit of JPY 50,000 million, profit attributable to owners of parent of JPY 34,500 million and basic earnings per share of JPY 99.38.お知らせ • Jun 16Amada Co., Ltd. to Report Q1, 2024 Results on Aug 09, 2023Amada Co., Ltd. announced that they will report Q1, 2024 results on Aug 09, 2023Reported Earnings • May 15Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥98.25 (up from JP¥79.87 in FY 2022). Revenue: JP¥365.7b (up 17% from FY 2022). Net income: JP¥34.2b (up 23% from FY 2022). Profit margin: 9.3% (up from 8.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.6%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 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 17% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • May 14Amada Co., Ltd. (TSE:6113) announces an Equity Buyback for 18,000,000 shares, representing 5.18% for ¥20,000 million.Amada Co., Ltd. (TSE:6113) announces a share repurchase program. Under the program, the company will repurchase 18,000,000 shares, representing 5.18% of its share capital, for ¥20,000 million. The company will repurchase its shares in order to curbing the increase in net assets and improving capital efficiency and enhance return. The program will run until March 31, 2024. As of March 31, 2023, the company had 347,656,755 shares outstanding (excluding treasury shares) and 11,458,462 shares in treasury.お知らせ • May 13+ 3 more updatesAmada Co., Ltd., Annual General Meeting, Jun 28, 2023Amada Co., Ltd., Annual General Meeting, Jun 28, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥26.00 per share at 3.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 47% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.4%).業績と収益の成長予測TSE:6113 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2029516,60045,30059,10074,10013/31/2028512,24346,08149,87662,07673/31/2027475,24038,44039,98352,01653/31/2026437,37230,55448,46658,065N/A12/31/2025416,82330,20740,65849,768N/A9/30/2025396,41727,65942,72552,534N/A6/30/2025390,85028,60631,31940,519N/A3/31/2025396,67032,38634,99146,192N/A12/31/2024393,11432,99238,22150,124N/A9/30/2024400,98235,99138,40554,433N/A6/30/2024400,07137,77240,22056,877N/A3/31/2024403,50040,63831,55047,595N/A12/31/2023391,99938,13019,49939,741N/A9/30/2023383,33536,9166,52526,785N/A6/30/2023378,17837,6796,81529,525N/A3/31/2023365,68734,158N/A24,949N/A12/31/2022354,40531,6074,94426,625N/A9/30/2022340,16631,60414,98934,423N/A6/30/2022324,51129,43428,74845,107N/A3/31/2022312,65827,76941,59456,865N/A12/31/2021295,89125,03346,00762,824N/A9/30/2021278,82420,50850,16766,217N/A6/30/2021264,94316,31942,56461,433N/A3/31/2021250,44818,56437,87557,579N/A12/31/2020263,47319,22425,19346,694N/A9/30/2020278,69121,26816,28944,984N/A6/30/2020302,92526,15912,13341,818N/A3/31/2020320,11223,3901,15032,455N/A12/31/2019330,80229,689N/A40,488N/A9/30/2019338,53130,518N/A39,712N/A6/30/2019335,71832,229N/A36,776N/A3/31/2019338,17533,420N/A39,982N/A12/31/2018331,65933,479N/AN/AN/A9/30/2018321,15534,026N/A21,144N/A6/30/2018313,38932,355N/AN/AN/A3/31/2018300,65529,856N/A32,406N/A12/31/2017289,43528,844N/AN/AN/A9/30/2017287,48229,374N/A42,325N/A6/30/2017279,99026,788N/AN/AN/A3/31/2017278,84025,894N/A26,023N/A12/31/2016282,14921,318N/AN/AN/A9/30/2016285,80622,144N/A39,292N/A6/30/2016300,45625,498N/AN/AN/A3/31/2016304,01827,425N/A52,733N/A12/31/2015310,42728,625N/AN/AN/A9/30/2015300,62526,079N/A40,105N/A6/30/2015292,10020,891N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 6113の予測収益成長率 (年間14.2% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 6113の収益 ( 14.2% ) はJP市場 ( 8.7% ) よりも速いペースで成長すると予測されています。高成長収益: 6113の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 6113の収益 ( 6.1% ) JP市場 ( 5.4% ) よりも速いペースで成長すると予測されています。高い収益成長: 6113の収益 ( 6.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 6113の 自己資本利益率 は、3年後には低くなると予測されています ( 8.9 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/23 10:27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Amada Co., Ltd. 7 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。18 アナリスト機関Tsutomu KijimaBarclaysHideyuki MizunoBofA Global ResearchTakahiro InoueCitigroup Inc15 その他のアナリストを表示
Price Target Changed • Mar 14Price target increased by 8.9% to JP¥2,444Up from JP¥2,244, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of JP¥2,329. Stock is up 56% over the past year. The company is forecast to post earnings per share of JP¥104 for next year compared to JP¥98.72 last year.
Price Target Changed • Feb 17Price target increased by 7.5% to JP¥2,144Up from JP¥1,994, the current price target is an average from 7 analysts. New target price is 13% below last closing price of JP¥2,458. Stock is up 67% over the past year. The company is forecast to post earnings per share of JP¥104 for next year compared to JP¥98.72 last year.
Price Target Changed • Sep 06Price target increased by 7.2% to JP¥1,926Up from JP¥1,797, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of JP¥1,874. Stock is up 29% over the past year. The company is forecast to post earnings per share of JP¥103 for next year compared to JP¥98.72 last year.
Major Estimate Revision • Jun 20Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥118 to JP¥106 per share. Revenue forecast steady at JP¥417.9b. Net income forecast to grow 4.7% next year vs 4.5% growth forecast for Machinery industry in Japan. Consensus price target up from JP¥1,667 to JP¥1,787. Share price rose 5.4% to JP¥1,581 over the past week.
Price Target Changed • Jun 20Price target increased by 7.2% to JP¥1,787Up from JP¥1,667, the current price target is an average from 7 analysts. New target price is 13% above last closing price of JP¥1,587. Stock is down 7.2% over the past year. The company is forecast to post earnings per share of JP¥106 for next year compared to JP¥98.72 last year.
Price Target Changed • Dec 02Price target decreased by 8.3% to JP¥1,740Down from JP¥1,897, the current price target is an average from 7 analysts. New target price is 20% above last closing price of JP¥1,455. Stock is down 5.6% over the past year. The company is forecast to post earnings per share of JP¥119 for next year compared to JP¥119 last year.
お知らせ • May 15+ 1 more updateAmada Co., Ltd. (TSE:6113) announces an Equity Buyback for 25,000,000 shares, representing 8.05% for ¥50,000 million.Amada Co., Ltd. (TSE:6113) announces a share repurchase program. Under the program, the company will repurchase up to 25,000,000 shares, representing 8.05% of its issued share capital, for ¥50,000 million. The purpose of the buyback is to improve capital efficiency and to enhance shareholder returns by flexibly implementing the capital policy. Repurchased shares will be cancelled. The program will expire on March 31, 2027. As of March 31, 2026, the company had 310,690,987 ordinary shares in issue (excluding treasury stock) and 6,760,430 ordinary shares in treasury.
Reported Earnings • May 15Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥96.67 (down from JP¥98.72 in FY 2025). Revenue: JP¥437.4b (up 10% from FY 2025). Net income: JP¥30.6b (down 5.7% from FY 2025). Profit margin: 7.0% (down from 8.2% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.0%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
お知らせ • May 09Amada Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Amada Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026
New Risk • May 07New 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 6.9% 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. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.9% average weekly change).
Upcoming Dividend • Mar 23Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Price Target Changed • Mar 14Price target increased by 8.9% to JP¥2,444Up from JP¥2,244, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of JP¥2,329. Stock is up 56% over the past year. The company is forecast to post earnings per share of JP¥104 for next year compared to JP¥98.72 last year.
Buy Or Sell Opportunity • Mar 10Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to JP¥2,330. The fair value is estimated to be JP¥1,913, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Earnings per share has declined by 3.8%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,250, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Machinery industry in Japan. Total returns to shareholders of 99% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,925 per share.
Price Target Changed • Feb 17Price target increased by 7.5% to JP¥2,144Up from JP¥1,994, the current price target is an average from 7 analysts. New target price is 13% below last closing price of JP¥2,458. Stock is up 67% over the past year. The company is forecast to post earnings per share of JP¥104 for next year compared to JP¥98.72 last year.
Reported Earnings • Feb 14Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥24.83 (up from JP¥16.13 in 3Q 2025). Revenue: JP¥110.7b (up 23% from 3Q 2025). Net income: JP¥7.80b (up 49% from 3Q 2025). Profit margin: 7.0% (up from 5.8% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.4%. Earnings per share (EPS) also surpassed analyst estimates by 41%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
分析記事 • Feb 10Are Amada Co., Ltd. (TSE:6113) Investors Paying Above The Intrinsic Value?Key Insights The projected fair value for Amada is JP¥1,746 based on 2 Stage Free Cash Flow to Equity Amada's JP¥2,314...
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,242, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the Machinery industry in Japan. Total returns to shareholders of 121% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,755 per share.
Buy Or Sell Opportunity • Feb 03Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to JP¥2,123. The fair value is estimated to be JP¥1,719, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.2% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
分析記事 • Jan 23We Think Amada (TSE:6113) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Buy Or Sell Opportunity • Jan 16Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to JP¥2,057. The fair value is estimated to be JP¥1,711, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.2% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
分析記事 • Dec 11Amada (TSE:6113) Has Affirmed Its Dividend Of ¥31.00Amada Co., Ltd. ( TSE:6113 ) will pay a dividend of ¥31.00 on the 29th of June. The dividend yield will be 3.3% based...
分析記事 • Dec 10Earnings Tell The Story For Amada Co., Ltd. (TSE:6113)When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider Amada...
Declared Dividend • Dec 10First half dividend of JP¥31.00 announcedDividend of JP¥31.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 63% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 29Amada Co., Ltd. to Report Q3, 2026 Results on Feb 12, 2026Amada Co., Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026
Reported Earnings • Nov 15Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: JP¥24.11 (down from JP¥26.04 in 2Q 2025). Revenue: JP¥107.0b (up 5.5% from 2Q 2025). Net income: JP¥7.67b (down 11% from 2Q 2025). Profit margin: 7.2% (down from 8.5% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.2%. Earnings per share (EPS) also missed analyst estimates by 18%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
分析記事 • Oct 29Calculating The Fair Value Of Amada Co., Ltd. (TSE:6113)Key Insights The projected fair value for Amada is JP¥1,900 based on 2 Stage Free Cash Flow to Equity With JP¥1,837...
Upcoming Dividend • Sep 22Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 10 December 2025. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).
Price Target Changed • Sep 06Price target increased by 7.2% to JP¥1,926Up from JP¥1,797, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of JP¥1,874. Stock is up 29% over the past year. The company is forecast to post earnings per share of JP¥103 for next year compared to JP¥98.72 last year.
お知らせ • Sep 01Amada Co., Ltd. to Report Q2, 2026 Results on Nov 13, 2025Amada Co., Ltd. announced that they will report Q2, 2026 results on Nov 13, 2025
分析記事 • Aug 26Amada (TSE:6113) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Aug 08First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: JP¥8.47 (down from JP¥19.44 in 1Q 2025). Revenue: JP¥77.3b (down 7.0% from 1Q 2025). Net income: JP¥2.72b (down 58% from 1Q 2025). Profit margin: 3.5% (down from 7.8% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.6%. Earnings per share (EPS) also missed analyst estimates by 52%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Aug 06Now 20% undervaluedOver the last 90 days, the stock has risen 18% to JP¥1,718. The fair value is estimated to be JP¥2,158, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 7.8%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 7.5% per annum over the same time period.
Declared Dividend • Jul 09Final dividend of JP¥31.00 announcedShareholders will receive a dividend of JP¥31.00. Ex-date: 29th September 2025 Payment date: 10th December 2025 Dividend yield will be 3.9%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 01Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥98.72 (down from JP¥119 in FY 2024). Revenue: JP¥396.7b (down 1.7% from FY 2024). Net income: JP¥32.4b (down 20% from FY 2024). Profit margin: 8.2% (down from 10% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.0%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% 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 27Amada Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Amada Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025
Major Estimate Revision • Jun 20Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥118 to JP¥106 per share. Revenue forecast steady at JP¥417.9b. Net income forecast to grow 4.7% next year vs 4.5% growth forecast for Machinery industry in Japan. Consensus price target up from JP¥1,667 to JP¥1,787. Share price rose 5.4% to JP¥1,581 over the past week.
Price Target Changed • Jun 20Price target increased by 7.2% to JP¥1,787Up from JP¥1,667, the current price target is an average from 7 analysts. New target price is 13% above last closing price of JP¥1,587. Stock is down 7.2% over the past year. The company is forecast to post earnings per share of JP¥106 for next year compared to JP¥98.72 last year.
Reported Earnings • May 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥98.72 (down from JP¥119 in FY 2024). Revenue: JP¥396.7b (down 1.7% from FY 2024). Net income: JP¥32.4b (down 20% from FY 2024). Profit margin: 8.2% (down from 10% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.0%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 12% per year.
お知らせ • May 16+ 1 more updateAmada Co., Ltd. (TSE:6113) announces an Equity Buyback for 18,000,000 shares, representing 5.6% for ¥20,000 million.Amada Co., Ltd. (TSE:6113) announces a share repurchase program. Under the program, the company will repurchase 18,000,000 shares, representing 5.6% of its share capital, for ¥20,000 million. The company will repurchase its shares in order to control the increase in net assets to improve capital efficiency and to enhance shareholder returns by flexibly implementing the capital policy. The repurchased shares will be cancelled. The program will run until March 31, 2026. As of March 31, 2025, the company had 321,415,527 shares outstanding (excluding treasury shares) and 6,757,490 shares in treasury.
お知らせ • May 15Amada Co., Ltd., Annual General Meeting, Jun 26, 2025Amada Co., Ltd., Annual General Meeting, Jun 26, 2025.
お知らせ • Apr 18Amada Co., Ltd. (TSE:6113) agreed to acquire Via Mechanics Co., Ltd. from Advantage Partners VI, APCP VI, L.P. managed by Advantage Partners, Inc. and others for ¥51.0 billion.Amada Co., Ltd. (TSE:6113) agreed to acquire Via Mechanics Co., Ltd. from Advantage Partners VI, APCP VI, L.P. managed by Advantage Partners, Inc. and others for ¥51.0 billion on April 17, 2025. Acquisition funds will be fully borrowed. The closing of the Share Acquisition is subject to the completion of Japan’s antitrust clearance and other regulatory approvals. The transaction is expected to complete in July 2025.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,200, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Machinery industry in Japan. Total returns to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,837 per share.
Buy Or Sell Opportunity • Mar 31Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.8% to JP¥1,448. The fair value is estimated to be JP¥1,863, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 9.0% per annum over the same time period.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.1%).
お知らせ • Mar 05Amada Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Amada Co., Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on May 15, 2025
Buy Or Sell Opportunity • Feb 17Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.3% to JP¥1,437. The fair value is estimated to be JP¥1,899, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 8.8% per annum over the same time period.
Reported Earnings • Feb 15Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: JP¥16.13 (down from JP¥24.30 in 3Q 2024). Revenue: JP¥90.3b (down 8.0% from 3Q 2024). Net income: JP¥5.25b (down 36% from 3Q 2024). Profit margin: 5.8% (down from 8.4% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 9.3%. Earnings per share (EPS) also missed analyst estimates by 39%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 14% per year.
Declared Dividend • Dec 11First half dividend of JP¥31.00 announcedShareholders will receive a dividend of JP¥31.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 4.2%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (85% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Dec 02Price target decreased by 8.3% to JP¥1,740Down from JP¥1,897, the current price target is an average from 7 analysts. New target price is 20% above last closing price of JP¥1,455. Stock is down 5.6% over the past year. The company is forecast to post earnings per share of JP¥119 for next year compared to JP¥119 last year.
お知らせ • Nov 30Amada Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025Amada Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025
Upcoming Dividend • Sep 20Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.9%).
お知らせ • Aug 28Amada Co., Ltd. to Report Q2, 2025 Results on Nov 14, 2024Amada Co., Ltd. announced that they will report Q2, 2025 results on Nov 14, 2024
Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥19.44 (vs JP¥26.95 in 1Q 2024)First quarter 2025 results: EPS: JP¥19.44 (down from JP¥26.95 in 1Q 2024). Revenue: JP¥83.1b (down 4.0% from 1Q 2024). Net income: JP¥6.50b (down 31% from 1Q 2024). Profit margin: 7.8% (down from 11% in 1Q 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 05New 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 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.4% average weekly change).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥1,309, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Machinery industry in Japan. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,386 per share.
Declared Dividend • Jul 11Final dividend of JP¥31.00 announcedShareholders will receive a dividend of JP¥31.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 3.5%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 28Amada Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Amada Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024
Reported Earnings • May 16Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥119 (up from JP¥98.25 in FY 2023). Revenue: JP¥403.5b (up 10% from FY 2023). Net income: JP¥40.6b (up 19% from FY 2023). Profit margin: 10% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.0%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • May 16Amada Co., Ltd., Annual General Meeting, Jun 27, 2024Amada Co., Ltd., Annual General Meeting, Jun 27, 2024.
お知らせ • May 15Amada Co., Ltd. (TSE:6113) announces an Equity Buyback for 18,000,000 shares, representing 5.38% for ¥20,000 million.Amada Co., Ltd. (TSE:6113) announces a share repurchase program. Under the program, the company will repurchase 18,000,000 shares, representing 5.38% of its share capital, for ¥20,000 million. The company will repurchase its shares in order to curbing the increase in net assets and improving capital efficiency and enhance shareholder returns by implementing a flexible capital policy. The program will run until March 31, 2025. As of March 31, 2024, the company had 334,360,401 shares outstanding (excluding treasury shares) and 6,754,816 shares in treasury.
お知らせ • Mar 28Amada Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Amada Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥32.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 46% and the cash payout ratio is 90%. Trailing yield: 3.2%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.9%).
Price Target Changed • Feb 29Price target increased by 7.4% to JP¥1,880Up from JP¥1,750, the current price target is an average from 5 analysts. New target price is 13% above last closing price of JP¥1,663. Stock is up 34% over the past year. The company is forecast to post earnings per share of JP¥115 for next year compared to JP¥98.25 last year.
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥24.30 (vs JP¥20.24 in 3Q 2023)Third quarter 2024 results: EPS: JP¥24.30 (up from JP¥20.24 in 3Q 2023). Revenue: JP¥98.2b (up 9.7% from 3Q 2023). Net income: JP¥8.25b (up 17% from 3Q 2023). Profit margin: 8.4% (up from 7.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 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 27% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Feb 09Now 21% undervaluedOver the last 90 days, the stock has risen 5.3% to JP¥1,558. The fair value is estimated to be JP¥1,965, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period.
お知らせ • Feb 08+ 1 more updateAmada Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Amada Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2024 of ¥32.00 per share against ¥26.00 per share.
Buying Opportunity • Dec 08Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 5.8%. The fair value is estimated to be JP¥1,858, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings is also forecast to grow by 5.5% per annum over the same time period.
お知らせ • Nov 27Amada Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Amada Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥30.21 (vs JP¥32.09 in 2Q 2023)Second quarter 2024 results: EPS: JP¥30.21 (down from JP¥32.09 in 2Q 2023). Revenue: JP¥100.5b (up 5.4% from 2Q 2023). Net income: JP¥10.4b (down 6.8% from 2Q 2023). Profit margin: 10% (down from 12% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 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 26% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 09+ 1 more updateAmada Co., Ltd. Announces Dividend for the Second Quarter Ended September 30, 2023, Scheduled Date to Commence Dividend Payments from December 5, 2023; Provides Dividend Guidance for the Year Ending March 31, 2024Amada Co., Ltd. announced dividend for the second quarter ended September 30, 2023 of ¥25.00 per share against ¥22.00 per share a year ago. The Scheduled date to commence dividend payments from December 5, 2023.The company provided dividend guidance for the year ending March 31, 2024 of ¥32.00 per share against ¥26.00 per share.
お知らせ • Sep 28Amada Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023Amada Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥25.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 44% 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 (3.3%). Higher than average of industry peers (2.1%).
Price Target Changed • Sep 15Price target increased by 12% to JP¥1,710Up from JP¥1,530, the current price target is an average from 5 analysts. New target price is 9.1% above last closing price of JP¥1,567. Stock is up 45% over the past year. The company is forecast to post earnings per share of JP¥112 for next year compared to JP¥98.25 last year.
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥26.95 (vs JP¥16.81 in 1Q 2023)First quarter 2024 results: EPS: JP¥26.95 (up from JP¥16.81 in 1Q 2023). Revenue: JP¥86.5b (up 17% from 1Q 2023). Net income: JP¥9.37b (up 60% from 1Q 2023). Profit margin: 11% (up from 7.9% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery 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 19% per year.
お知らせ • Aug 09+ 1 more updateAmada Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024Amada Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2024. For the period, the company expects revenue of JPY 375,000 million, operating profit of JPY 50,000 million, profit attributable to owners of parent of JPY 34,500 million and basic earnings per share of JPY 99.38.
お知らせ • Jun 16Amada Co., Ltd. to Report Q1, 2024 Results on Aug 09, 2023Amada Co., Ltd. announced that they will report Q1, 2024 results on Aug 09, 2023
Reported Earnings • May 15Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥98.25 (up from JP¥79.87 in FY 2022). Revenue: JP¥365.7b (up 17% from FY 2022). Net income: JP¥34.2b (up 23% from FY 2022). Profit margin: 9.3% (up from 8.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.6%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 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 17% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14Amada Co., Ltd. (TSE:6113) announces an Equity Buyback for 18,000,000 shares, representing 5.18% for ¥20,000 million.Amada Co., Ltd. (TSE:6113) announces a share repurchase program. Under the program, the company will repurchase 18,000,000 shares, representing 5.18% of its share capital, for ¥20,000 million. The company will repurchase its shares in order to curbing the increase in net assets and improving capital efficiency and enhance return. The program will run until March 31, 2024. As of March 31, 2023, the company had 347,656,755 shares outstanding (excluding treasury shares) and 11,458,462 shares in treasury.
お知らせ • May 13+ 3 more updatesAmada Co., Ltd., Annual General Meeting, Jun 28, 2023Amada Co., Ltd., Annual General Meeting, Jun 28, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥26.00 per share at 3.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 47% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.4%).