THK Co., Ltd.

TSE:6481 株式レポート

時価総額：JP¥862.8b

THK 将来の成長

Future 基準チェック /36

THK利益と収益がそれぞれ年間15.4%と6.7%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12.6% 16.9%なると予測されています。

主要情報

15.4%

収益成長率

16.87%

EPS成長率

Machinery 収益成長10.4%
収益成長率6.7%
将来の株主資本利益率12.65%
アナリストカバレッジ

Good

最終更新日16 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • Jun 10

6481: Post Automotive Exit Re Rating Looks Vulnerable To Lower Future P E

Analysts have lifted their price target on THK stock to ¥7,500 from ¥5,200, pointing to updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. These changes reflect a more balanced view of demand beyond the current AI spending cycle.
ナラティブの更新 • May 26

6481: Upgraded Margin Outlook And Higher P/E Assumptions Will Support Stronger Earnings Base

Analysts have lifted their fair value estimate for THK from ¥6,020 to ¥9,550, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple as key drivers of the new price target. What's in the News THK revised consolidated guidance for the six months ending June 30, 2026, now expecting revenue of ¥138,000 million, operating income of ¥15,400 million, and profit attributable to owners of the parent of ¥10,500 million, compared with prior guidance of ¥127,000 million, ¥10,200 million, and ¥8,300 million respectively (Key Developments).
ナラティブの更新 • May 06

6481: Higher Assumed P/E Will Likely Limit Future Equity Returns

Analysts have raised their price target on THK to ¥3,787 from ¥2,999, citing updated assumptions for revenue growth, profit margins, and an increased future P/E multiple. What's in the News Board meeting scheduled for March 20, 2026 to consider disposing of treasury stock, which could affect share count and capital structure if approved (Board Meeting).
ナラティブの更新 • Apr 21

6481: Stable Assumptions And Governance Moves Will Shape Balanced Future Outlook

Analysts have kept their ¥5,376 price target on THK steady, with only small adjustments to assumptions such as discount rate, revenue growth, profit margin and future P/E that fine tune rather than reset their view on the stock. What's in the News Board meeting scheduled for March 20, 2026, with an agenda item to consider disposal of treasury stock, which could affect share count and capital structure if approved (Key Developments).
ナラティブの更新 • Apr 07

6481: Higher Profitability Assumptions And Capital Moves Will Shape Balanced Outlook

Analysts have lifted their fair value estimate for THK from about ¥4,400 to roughly ¥5,400, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple as key drivers behind the higher price target. What's in the News Board meeting scheduled for March 20, 2026 to consider disposal of treasury stock, which could affect share count and capital structure if approved (company board meeting) Resolution passed on February 19, 2026 to change THK's accounting auditor from Grant Thornton Taiyo LLC, with a proposal for a new auditor to be submitted at the 56th general shareholders meeting on March 20, 2026 (Audit & Supervisory Committee meeting) Board meeting held on February 12, 2026 to consider and approve Special Measures for the Next Career Support Program for employees, indicating ongoing adjustments in workforce and human capital policies (company board meeting) Board meeting on February 2, 2026 to review transfer of shares of consolidated subsidiaries and assignment of receivables, indicating changes in group structure and internal financing arrangements (company board meeting) Valuation Changes Fair Value: raised from about ¥4,441 to roughly ¥5,376, reflecting higher assumptions in the model.
ナラティブの更新 • Mar 24

6481: Higher Margin Outlook And Governance Changes Will Set Up A Stronger Earnings Base

Analysts have raised their price target for THK to ¥6,020 from ¥5,310, citing updated assumptions for higher revenue growth, a stronger profit margin outlook, a slightly lower discount rate, and a revised future P/E expectation. What's in the News A board meeting is scheduled for March 20, 2026, to consider the disposal of treasury stock, which could affect share count and capital structure if approved (Key Developments).
ナラティブの更新 • Mar 09

6481: Lower Profit Margin Outlook Will Pressure Future Equity Returns

Analysts have lifted their price target on THK from about ¥2,857 to roughly ¥2,999, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and a higher expected future P/E multiple. What's in the News THK resolved at its Audit & Supervisory Committee meeting on February 19, 2026, to change its accounting auditor from Grant Thornton Taiyo LLC and plans to submit the appointment of a new accounting auditor to the 56th general shareholders meeting on March 20, 2026 (Key Developments).
ナラティブの更新 • Feb 23

6481: Lower Future P/E Assumptions Will Pressure Equity Returns

Analysts have reduced their price target on THK to ¥2,856.81 from ¥3,034.68 after revising their assumptions on revenue growth, profit margins, the discount rate and the future P/E, which has changed their view of fair value. What's in the News A board meeting is scheduled for February 12, 2026 to consider and approve Special Measures for the Next Career Support Program for employees, highlighting a focus on workforce related policies (Key Developments).
分析記事 • Feb 13

Need To Know: This Analyst Just Made A Substantial Cut To Their THK Co., Ltd. (TSE:6481) Estimates

The analyst covering THK Co., Ltd. ( TSE:6481 ) delivered a dose of negativity to shareholders today, by making a...
分析記事 • Feb 09

Revenues Not Telling The Story For THK Co., Ltd. (TSE:6481) After Shares Rise 25%

The THK Co., Ltd. ( TSE:6481 ) share price has done very well over the last month, posting an excellent gain of 25...
ナラティブの更新 • Feb 09

6481: Weaker Industrial Machinery Outlook And Tariff Headwinds Will Pressure Earnings

Analysts have modestly lifted their fair value estimate for THK from ¥4,322 to ¥4,442, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Board meeting scheduled for February 2, 2026, to discuss the transfer of shares of consolidated subsidiaries and the assignment of receivables, which could reshape parts of the group structure (Key Developments).
ナラティブの更新 • Jan 26

6481: Tariff And Restructuring Headwinds Will Set Up A Stronger Earnings Base

Analysts have revised their view on THK's outlook, keeping fair value steady at ¥5,310.0 while adjusting their assumptions for discount rate, revenue growth, profit margin, and future P/E to reflect a more updated mix of risk and earnings. What's in the News THK revised its consolidated earnings guidance for the year ending December 31, 2025, now expecting revenue of ¥360,000 million, operating income of ¥16,000 million, and profit attributable to owners of the parent of ¥10,000 million, or earnings per share of ¥89.27, compared with prior guidance of revenue of ¥363,500 million, operating income of ¥23,500 million, and profit attributable to owners of the parent of ¥18,000 million, or earnings per share of ¥148.14 (company guidance).
ナラティブの更新 • Jan 11

6481: Weaker Industrial Orders And Tariff Costs Will Pressure Earnings

Analysts have raised their fair value estimate for THK from ¥3,021.55 to ¥3,034.68, reflecting updated assumptions of higher revenue growth, slightly stronger profit margins, a modestly higher discount rate, and a lower future P/E. What's in the News THK lowered its consolidated earnings guidance for the year ending December 31, 2025, now guiding to revenue of ¥360,000 million, operating income of ¥16,000 million, and profit attributable to owners of the parent of ¥10,000 million, or earnings per share of ¥89.27, compared with its earlier outlook.
分析記事 • Dec 22

Calculating The Intrinsic Value Of THK Co., Ltd. (TSE:6481)

Key Insights THK's estimated fair value is JP¥3,541 based on 2 Stage Free Cash Flow to Equity THK's JP¥4,061 share...
ナラティブの更新 • Dec 14

6481: Higher Discount Rate And Weaker Orders Will Pressure Earnings

Narrative Update The analyst price target for THK has been trimmed slightly. Fair value is edging down by approximately ¥0.34 per share as analysts factor in a higher discount rate and more moderate revenue growth assumptions, partially offset by a modestly improved profit margin outlook and a marginally lower future P/E multiple.
分析記事 • Dec 06

Does THK (TSE:6481) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Nov 13

THK Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Last week, you might have seen that THK Co., Ltd. ( TSE:6481 ) released its quarterly result to the market. The early...
分析記事 • Oct 01

THK (TSE:6481) Is Experiencing Growth In Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
分析記事 • Sep 09

Calculating The Intrinsic Value Of THK Co., Ltd. (TSE:6481)

Key Insights Using the 2 Stage Free Cash Flow to Equity, THK fair value estimate is JP¥3,747 Current share price of...
分析記事 • Aug 08

THK Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Last week, you might have seen that THK Co., Ltd. ( TSE:6481 ) released its half-year result to the market. The early...
分析記事 • Jul 24

Investors Interested In THK Co., Ltd.'s (TSE:6481) Earnings

With a price-to-earnings (or "P/E") ratio of 51.2x THK Co., Ltd. ( TSE:6481 ) may be sending very bearish signals at...
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新しいナラティブ • Jun 15

Lean Reforms And Automation Will Drive Global Efficiency

Structural reforms, automation investments, and resource reallocation are aimed at improving profitability, operating margins, and revenue resilience through efficiency and market diversification.

業績と収益の成長予測

TSE:6481 - 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
12/31/2028322,49036,12031,07450,67010
12/31/2027314,71633,79431,56849,64112
12/31/2026295,13929,61825,96446,03710
3/31/2026255,30614,70221,76038,965N/A
12/31/2025240,44410,14923,85342,748N/A
9/30/2025355,8566,50315,12436,741N/A
6/30/2025349,1546,9536,24130,200N/A
3/31/2025352,5788,798626,946N/A
12/31/2024352,75910,439-1,15128,412N/A
9/30/2024348,95013,5143,88932,542N/A
6/30/2024346,19713,5697,50136,714N/A
3/31/2024343,52913,46715,60943,554N/A
12/31/2023351,93918,39812,28739,332N/A
9/30/2023374,27011,95818,62346,312N/A
6/30/2023392,61018,87421,47649,867N/A
3/31/2023399,12721,19515,30344,766N/A
12/31/2022393,68721,1988,15437,561N/A
9/30/2022375,57833,408-3,10123,820N/A
6/30/2022353,81829,852-15,00310,488N/A
3/31/2022335,53327,203-14,1958,614N/A
12/31/2021318,18823,007-3,60515,643N/A
9/30/2021292,6086,4133,12620,741N/A
6/30/2021266,98788711,22126,373N/A
3/31/2021234,315-4,6398,55024,173N/A
12/31/2020218,998-9,9927,39025,399N/A
9/30/2020216,145-1,096N/AN/AN/A
6/30/2020228,516-1,5237,91929,730N/A
3/31/2020253,7003,382N/AN/AN/A
12/31/2019274,59911,690N/A28,383N/A
9/30/2019303,24616,213N/AN/AN/A
6/30/2019323,16325,648N/A40,392N/A
3/31/2019342,41831,866N/AN/AN/A
12/31/2018353,47935,400N/A55,177N/A
12/31/2017382,13734,305N/A34,155N/A
9/30/2017339,71329,305N/A39,572N/A
6/30/2017328,85624,925N/AN/AN/A
3/31/2017273,57716,731N/A40,175N/A
12/31/2016270,18213,483N/AN/AN/A
9/30/2016264,52411,094N/A30,807N/A
6/30/2016252,9438,928N/AN/AN/A
3/31/2016240,47813,575N/A19,753N/A
12/31/2015230,11215,773N/AN/AN/A
9/30/2015223,65719,527N/A20,772N/A
6/30/2015221,89323,218N/AN/AN/A

アナリストによる今後の成長予測

収入対貯蓄率: 6481の予測収益成長率 (年間15.4% ) は 貯蓄率 ( 0.8% ) を上回っています。

収益対市場: 6481の収益 ( 15.4% ) はJP市場 ( 9.8% ) 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: 6481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: 6481の収益 ( 6.7% ) JP市場 ( 6.4% ) 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: 6481の収益 ( 6.7% ) 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: 6481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 ( 12.6 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/25 07:56
終値2026/06/25 00:00
収益2026/03/31
年間収益2025/12/31

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

THK Co., Ltd. 12 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。23

アナリスト機関
Tsutomu KijimaBarclays
Kenjin HottaBofA Global Research
Graeme McDonaldCitigroup Inc