View ValuationIDEC 将来の成長Future 基準チェック /26IDECは、19.7%と5.6%でそれぞれ年率19.7%で利益と収益が成長すると予測される一方、EPSはgrowで19.7%年率。主要情報19.7%収益成長率19.72%EPS成長率Electrical 収益成長13.7%収益成長率5.6%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日26 May 2026今後の成長に関する最新情報Major Estimate Revision • Nov 14Consensus EPS estimates increase by 79%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥69.7b to JP¥72.0b. EPS estimate increased from JP¥81.30 to JP¥146 per share. Net income forecast to grow 127% next year vs 11% growth forecast for Electrical industry in Japan. Consensus price target up from JP¥2,750 to JP¥3,000. Share price rose 12% to JP¥2,547 over the past week.Price Target Changed • Nov 12Price target increased by 14% to JP¥3,000Up from JP¥2,625, the current price target is provided by 1 analyst. New target price is 19% above last closing price of JP¥2,518. Stock is down 1.8% over the past year. The company is forecast to post earnings per share of JP¥146 for next year compared to JP¥60.33 last year.Major Estimate Revision • Aug 19Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥88.20 to JP¥77.90 per share. Revenue forecast steady at JP¥69.4b. Net income forecast to grow 38% next year vs 12% growth forecast for Electrical industry in Japan. Consensus price target of JP¥2,750 unchanged from last update. Share price was steady at JP¥2,343 over the past week.Major Estimate Revision • Feb 22Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥67.0b to JP¥66.2b. EPS estimate also fell from JP¥81.30 per share to JP¥64.35 per share. Net income forecast to grow 32% next year vs 0.4% decline forecast for Electrical industry in Japan. Consensus price target of JP¥2,675 unchanged from last update. Share price was steady at JP¥2,524 over the past week.Major Estimate Revision • Dec 16Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥69.1b to JP¥67.0b. EPS estimate also fell from JP¥108 per share to JP¥81.30 per share. Net income forecast to grow 43% next year vs 3.3% growth forecast for Electrical industry in Japan. Consensus price target down from JP¥2,825 to JP¥2,675. Share price fell 2.3% to JP¥2,374 over the past week.Price Target Changed • Oct 17Price target decreased by 8.1% to JP¥2,825Down from JP¥3,075, the current price target is an average from 2 analysts. New target price is 12% above last closing price of JP¥2,525. Stock is down 9.8% over the past year. The company is forecast to post earnings per share of JP¥112 for next year compared to JP¥150 last year.すべての更新を表示Recent updatesReported Earnings • May 16Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥131 (up from JP¥60.33 in FY 2025). Revenue: JP¥73.0b (up 8.3% from FY 2025). Net income: JP¥3.87b (up 118% from FY 2025). Profit margin: 5.3% (up from 2.6% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.7%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • May 14IDEC Corporation, Annual General Meeting, Jun 19, 2026IDEC Corporation, Annual General Meeting, Jun 19, 2026.お知らせ • May 09IDEC Corporation to Report Fiscal Year 2026 Results on May 14, 2026IDEC Corporation announced that they will report fiscal year 2026 results on May 14, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 02 June 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%).Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥38.30 (vs JP¥11.36 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.30 (up from JP¥11.36 in 3Q 2025). Revenue: JP¥18.9b (up 15% from 3Q 2025). Net income: JP¥1.13b (up 238% from 3Q 2025). Profit margin: 6.0% (up from 2.0% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.分析記事 • Dec 07Earnings Tell The Story For IDEC Corporation (TSE:6652) As Its Stock Soars 26%IDEC Corporation ( TSE:6652 ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...分析記事 • Dec 02IDEC (TSE:6652) Will Pay A Dividend Of ¥65.00IDEC Corporation ( TSE:6652 ) will pay a dividend of ¥65.00 on the 2nd of June. This makes the dividend yield 4.8...Declared Dividend • Dec 02First half dividend of JP¥65.00 announcedDividend of JP¥65.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 2nd June 2026 Dividend yield will be 4.8%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is not covered by earnings (170% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 89% to bring the payout ratio under control. EPS is expected to grow by 153% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Nov 29IDEC Corporation to Report Q3, 2026 Results on Feb 06, 2026IDEC Corporation announced that they will report Q3, 2026 results on Feb 06, 2026分析記事 • Nov 14There May Be Some Bright Spots In IDEC's (TSE:6652) EarningsIDEC Corporation's ( TSE:6652 ) stock was strong despite it releasing a soft earnings report last week. We think that...Major Estimate Revision • Nov 14Consensus EPS estimates increase by 79%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥69.7b to JP¥72.0b. EPS estimate increased from JP¥81.30 to JP¥146 per share. Net income forecast to grow 127% next year vs 11% growth forecast for Electrical industry in Japan. Consensus price target up from JP¥2,750 to JP¥3,000. Share price rose 12% to JP¥2,547 over the past week.Price Target Changed • Nov 12Price target increased by 14% to JP¥3,000Up from JP¥2,625, the current price target is provided by 1 analyst. New target price is 19% above last closing price of JP¥2,518. Stock is down 1.8% over the past year. The company is forecast to post earnings per share of JP¥146 for next year compared to JP¥60.33 last year.Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥43.69 (vs JP¥33.28 in 2Q 2025)Second quarter 2026 results: EPS: JP¥43.69 (up from JP¥33.28 in 2Q 2025). Revenue: JP¥18.4b (up 7.3% from 2Q 2025). Net income: JP¥1.29b (up 32% from 2Q 2025). Profit margin: 7.0% (up from 5.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Oct 28Now 21% undervaluedOver the last 90 days, the stock has risen 4.5% to JP¥2,377. The fair value is estimated to be JP¥3,008, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Earnings per share has declined by 55%. Revenue is forecast to grow by 6.7% in a year. Earnings are forecast to grow by 43% in the next year.Buy Or Sell Opportunity • Sep 26Now 20% undervaluedOver the last 90 days, the stock has risen 9.8% to JP¥2,530. The fair value is estimated to be JP¥3,167, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Earnings per share has declined by 55%. Revenue is forecast to grow by 6.2% in a year. Earnings are forecast to grow by 38% in the next year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 25 November 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).分析記事 • Sep 12IDEC (TSE:6652) Has Announced A Dividend Of ¥65.00The board of IDEC Corporation ( TSE:6652 ) has announced that it will pay a dividend on the 25th of November, with...お知らせ • Sep 12IDEC Corporation to Report Q2, 2026 Results on Nov 07, 2025IDEC Corporation announced that they will report Q2, 2026 results on Nov 07, 2025Major Estimate Revision • Aug 19Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥88.20 to JP¥77.90 per share. Revenue forecast steady at JP¥69.4b. Net income forecast to grow 38% next year vs 12% growth forecast for Electrical industry in Japan. Consensus price target of JP¥2,750 unchanged from last update. Share price was steady at JP¥2,343 over the past week.Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥15.76 (vs JP¥10.19 in 1Q 2025)First quarter 2026 results: EPS: JP¥15.76 (up from JP¥10.19 in 1Q 2025). Revenue: JP¥15.7b (down 1.4% from 1Q 2025). Net income: JP¥465.0m (up 55% from 1Q 2025). Profit margin: 3.0% (up from 1.9% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.分析記事 • Aug 06IDEC (TSE:6652) Is Due To Pay A Dividend Of ¥65.00The board of IDEC Corporation ( TSE:6652 ) has announced that it will pay a dividend of ¥65.00 per share on the 25th of...分析記事 • Jul 23IDEC (TSE:6652) Will Pay A Dividend Of ¥65.00The board of IDEC Corporation ( TSE:6652 ) has announced that it will pay a dividend on the 25th of November, with...お知らせ • Jul 11IDEC Corporation to Report Q1, 2026 Results on Aug 07, 2025IDEC Corporation announced that they will report Q1, 2026 results on Aug 07, 2025分析記事 • Jul 09IDEC (TSE:6652) Is Paying Out A Dividend Of ¥65.00IDEC Corporation ( TSE:6652 ) has announced that it will pay a dividend of ¥65.00 per share on the 25th of November...Declared Dividend • Jul 09Final dividend of JP¥65.00 announcedDividend of JP¥65.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 25th November 2025 Dividend yield will be 5.7%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is not covered by earnings (148% earnings payout ratio) nor is it covered by cash flows (470% 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. The company's earnings per share (EPS) would need to grow by 65% to bring the payout ratio under control. EPS is expected to grow by 98% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. Senior Executive Officer of Manufacturing, SCM & US Business and Director Takao Funaki was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jun 24Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥60.33 (down from JP¥150 in FY 2024). Revenue: JP¥67.4b (down 7.3% from FY 2024). Net income: JP¥1.78b (down 60% from FY 2024). Profit margin: 2.6% (down from 6.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Reported Earnings • May 20Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥60.33 (down from JP¥150 in FY 2024). Revenue: JP¥67.4b (down 7.3% from FY 2024). Net income: JP¥1.78b (down 60% from FY 2024). Profit margin: 2.6% (down from 6.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • May 15IDEC Corporation, Annual General Meeting, Jun 20, 2025IDEC Corporation, Annual General Meeting, Jun 20, 2025.Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,059, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Electrical industry in Japan. Total returns to shareholders of 2.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,978 per share.Upcoming Dividend • Mar 21Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 May 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.9%).お知らせ • Mar 01IDEC Corporation to Report Fiscal Year 2025 Results on May 15, 2025IDEC Corporation announced that they will report fiscal year 2025 results on May 15, 2025Major Estimate Revision • Feb 22Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥67.0b to JP¥66.2b. EPS estimate also fell from JP¥81.30 per share to JP¥64.35 per share. Net income forecast to grow 32% next year vs 0.4% decline forecast for Electrical industry in Japan. Consensus price target of JP¥2,675 unchanged from last update. Share price was steady at JP¥2,524 over the past week.Reported Earnings • Feb 05Third quarter 2025 earnings released: EPS: JP¥11.36 (vs JP¥8.95 in 3Q 2024)Third quarter 2025 results: EPS: JP¥11.36 (up from JP¥8.95 in 3Q 2024). Revenue: JP¥16.4b (down 1.0% from 3Q 2024). Net income: JP¥335.0m (up 27% from 3Q 2024). Profit margin: 2.0% (up from 1.6% in 3Q 2024). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Major Estimate Revision • Dec 16Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥69.1b to JP¥67.0b. EPS estimate also fell from JP¥108 per share to JP¥81.30 per share. Net income forecast to grow 43% next year vs 3.3% growth forecast for Electrical industry in Japan. Consensus price target down from JP¥2,825 to JP¥2,675. Share price fell 2.3% to JP¥2,374 over the past week.Declared Dividend • Nov 26First half dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 28th March 2025 Payment date: 27th May 2025 Dividend yield will be 5.2%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is not covered by earnings (152% earnings payout ratio). However, it is covered by cash flows (57% 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. The company's earnings per share (EPS) would need to grow by 69% to bring the payout ratio under control. EPS is expected to grow by 110% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Nov 03Second quarter 2025 earnings released: EPS: JP¥33.28 (vs JP¥58.13 in 2Q 2024)Second quarter 2025 results: EPS: JP¥33.28 (down from JP¥58.13 in 2Q 2024). Revenue: JP¥17.1b (down 13% from 2Q 2024). Net income: JP¥981.0m (down 43% from 2Q 2024). Profit margin: 5.7% (down from 8.7% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has fallen by 19% 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 • Oct 30IDEC Corporation to Report Q3, 2025 Results on Feb 04, 2025IDEC Corporation announced that they will report Q3, 2025 results on Feb 04, 2025Price Target Changed • Oct 17Price target decreased by 8.1% to JP¥2,825Down from JP¥3,075, the current price target is an average from 2 analysts. New target price is 12% above last closing price of JP¥2,525. Stock is down 9.8% over the past year. The company is forecast to post earnings per share of JP¥112 for next year compared to JP¥150 last year.Upcoming Dividend • Sep 20Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.0%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.0%).New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Aug 27IDEC Corporation to Report Q2, 2025 Results on Nov 01, 2024IDEC Corporation announced that they will report Q2, 2025 results on Nov 01, 2024Major Estimate Revision • Aug 21Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥130 to JP¥117 per share. Revenue forecast steady at JP¥72.0b. Net income forecast to grow 25% next year vs 1.3% growth forecast for Electrical industry in Japan. Consensus price target of JP¥3,075 unchanged from last update. Share price was steady at JP¥2,660 over the past week.Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥10.19 (vs JP¥50.13 in 1Q 2024)First quarter 2025 results: EPS: JP¥10.19 (down from JP¥50.13 in 1Q 2024). Revenue: JP¥16.0b (down 12% from 1Q 2024). Net income: JP¥300.0m (down 80% from 1Q 2024). Profit margin: 1.9% (down from 8.1% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.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 Dividend is not well covered by cash flows (130% cash payout ratio). Share price has been volatile over the past 3 months (6.4% average weekly change). Profit margins are more than 30% lower than last year (6.1% net profit margin).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¥2,258, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Electrical industry in Japan. Total returns to shareholders of 10% over the past three years.Declared Dividend • Jul 11Final dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 27th September 2024 Payment date: 27th November 2024 Dividend yield will be 4.3%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by earnings (68% earnings payout ratio) but not covered by cash flows (130% 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 58% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 28IDEC Corporation to Report Q1, 2025 Results on Aug 02, 2024IDEC Corporation announced that they will report Q1, 2025 results on Aug 02, 2024分析記事 • Jun 24IDEC's (TSE:6652) Conservative Accounting Might Explain Soft EarningsShareholders appeared unconcerned with IDEC Corporation's ( TSE:6652 ) lackluster earnings report last week. Our...Reported Earnings • Jun 21Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥150 (down from JP¥348 in FY 2023). Revenue: JP¥72.7b (down 13% from FY 2023). Net income: JP¥4.41b (down 57% from FY 2023). Profit margin: 6.1% (down from 12% in FY 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 1.6%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 12% per year.Reported Earnings • May 12Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥150 (down from JP¥348 in FY 2023). Revenue: JP¥72.7b (down 13% from FY 2023). Net income: JP¥4.41b (down 57% from FY 2023). Profit margin: 6.1% (down from 12% in FY 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 1.6%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 19% per year.お知らせ • May 12IDEC Corporation, Annual General Meeting, Jun 14, 2024IDEC Corporation, Annual General Meeting, Jun 14, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 29 May 2024. Payout ratio is a comfortable 68% but the company is paying out more than the cash it is generating. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.8%).Major Estimate Revision • Mar 20Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥73.3b to JP¥71.4b. EPS estimate also fell from JP¥178 per share to JP¥149 per share. Net income forecast to shrink 18% next year vs 1.7% decline forecast for Electrical industry in Japan. Consensus price target of JP¥3,125 unchanged from last update. Share price was steady at JP¥2,738 over the past week.お知らせ • Mar 02IDEC Corporation to Report Fiscal Year 2024 Results on May 10, 2024IDEC Corporation announced that they will report fiscal year 2024 results on May 10, 2024Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥8.95 (vs JP¥79.04 in 3Q 2023)Third quarter 2024 results: EPS: JP¥8.95 (down from JP¥79.04 in 3Q 2023). Revenue: JP¥16.5b (down 21% from 3Q 2023). Net income: JP¥263.0m (down 89% from 3Q 2023). Profit margin: 1.6% (down from 11% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 03IDEC Corporation to Report Q3, 2024 Results on Feb 02, 2024IDEC Corporation announced that they will report Q3, 2024 results on Feb 02, 2024Major Estimate Revision • Nov 28Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥75.9b to JP¥75.1b. EPS estimate also fell from JP¥256 per share to JP¥200 per share. Net income forecast to shrink 5.5% next year vs 6.2% growth forecast for Electrical industry in Japan . Consensus price target down from JP¥3,325 to JP¥3,125. Share price fell 2.5% to JP¥2,819 over the past week.Reported Earnings • Nov 04Second quarter 2024 earnings released: EPS: JP¥58.13 (vs JP¥108 in 2Q 2023)Second quarter 2024 results: EPS: JP¥58.13 (down from JP¥108 in 2Q 2023). Revenue: JP¥19.6b (down 15% from 2Q 2023). Net income: JP¥1.71b (down 46% from 2Q 2023). Profit margin: 8.7% (down from 14% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Electrical 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 14% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 21Upcoming dividend of JP¥65.00 per share at 4.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 28 November 2023. Payout ratio is a comfortable 42% and the cash payout ratio is 89%. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.9%).Major Estimate Revision • Sep 15Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥80.1b to JP¥76.0b. EPS estimate also fell from JP¥311 per share to JP¥263 per share. Net income forecast to shrink 9.2% next year vs 4.1% growth forecast for Electrical industry in Japan . Consensus price target down from JP¥3,600 to JP¥3,250. Share price was steady at JP¥3,090 over the past week.Reported Earnings • Aug 04First quarter 2024 earnings released: EPS: JP¥50.13 (vs JP¥88.08 in 1Q 2023)First quarter 2024 results: EPS: JP¥50.13 (down from JP¥88.08 in 1Q 2023). Revenue: JP¥18.2b (down 9.8% from 1Q 2023). Net income: JP¥1.47b (down 43% from 1Q 2023). Profit margin: 8.1% (down from 13% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 21Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥348 (up from JP¥264 in FY 2022). Revenue: JP¥83.9b (up 19% from FY 2022). Net income: JP¥10.1b (up 28% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.0%. Revenue is expected to decline by 1.4% p.a. on average during the next 2 years, while revenues in the Electrical industry in Japan are expected to grow by 4.6%. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.お知らせ • May 31IDEC Corporation to Report Q1, 2024 Results on Aug 03, 2023IDEC Corporation announced that they will report Q1, 2024 results on Aug 03, 2023Reported Earnings • May 17Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥348 (up from JP¥264 in FY 2022). Revenue: JP¥83.9b (up 19% from FY 2022). Net income: JP¥10.1b (up 28% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.0%. Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.お知らせ • May 14IDEC Corporation, Annual General Meeting, Jun 16, 2023IDEC Corporation, Annual General Meeting, Jun 16, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥65.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 May 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥79.04 (vs JP¥59.23 in 3Q 2022)Third quarter 2023 results: EPS: JP¥79.04 (up from JP¥59.23 in 3Q 2022). Revenue: JP¥20.9b (up 20% from 3Q 2022). Net income: JP¥2.31b (up 30% from 3Q 2022). Profit margin: 11% (in line with 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jan 26Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥3,851, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 53%. Revenue is forecast to grow by 20% in a year. Earnings is forecast to grow by 11% in the next year.Major Estimate Revision • Jan 12Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥87.1b to JP¥91.6b. EPS estimate increased from JP¥338 to JP¥374 per share. Net income forecast to grow 11% next year vs 2.0% growth forecast for Electrical industry in Japan. Consensus price target of JP¥3,600 unchanged from last update. Share price rose 3.9% to JP¥2,927 over the past week.お知らせ • Dec 28IDEC Corporation to Report Q3, 2023 Results on Feb 03, 2023IDEC Corporation announced that they will report Q3, 2023 results on Feb 03, 2023Price Target Changed • Nov 16Price target increased to JP¥3,600Up from JP¥3,000, the current price target is provided by 1 analyst. New target price is 19% above last closing price of JP¥3,020. Stock is up 13% over the past year. The company is forecast to post earnings per share of JP¥338 for next year compared to JP¥264 last year.Reported Earnings • Nov 06Second quarter 2023 earnings released: EPS: JP¥108 (vs JP¥57.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥108 (up from JP¥57.58 in 2Q 2022). Revenue: JP¥23.0b (up 31% from 2Q 2022). Net income: JP¥3.14b (up 82% from 2Q 2022). Profit margin: 14% (up from 9.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 6.5% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 53% 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 • Oct 20IDEC Corporation to Report Q2, 2023 Results on Nov 04, 2022IDEC Corporation announced that they will report Q2, 2023 results on Nov 04, 2022Major Estimate Revision • Oct 13Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥83.5b to JP¥87.1b. EPS estimate increased from JP¥303 to JP¥338 per share. Net income forecast to grow 14% next year vs 6.9% growth forecast for Electrical industry in Japan. Consensus price target of JP¥3,600 unchanged from last update. Share price was steady at JP¥2,984 over the past week.Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 28 November 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.9%).Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥88.08 (vs JP¥59.98 in 1Q 2022)First quarter 2023 results: EPS: JP¥88.08 (up from JP¥59.98 in 1Q 2022). Revenue: JP¥20.2b (up 17% from 1Q 2022). Net income: JP¥2.56b (up 42% from 1Q 2022). Profit margin: 13% (up from 10% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.1%, compared to a 9.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% 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 • Jun 30IDEC Corporation to Report Q1, 2023 Results on Aug 04, 2022IDEC Corporation announced that they will report Q1, 2023 results on Aug 04, 2022Reported Earnings • Jun 23Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥264 (up from JP¥92.82 in FY 2021). Revenue: JP¥70.8b (up 31% from FY 2021). Net income: JP¥7.90b (up 182% from FY 2021). Profit margin: 11% (up from 5.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 26%. Over the next year, revenue is forecast to grow 9.1%, compared to a 8.8% 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 11% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥2,690, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Electrical industry in Japan. Total returns to shareholders of 52% over the past three years.Reported Earnings • May 16Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥264 (up from JP¥92.82 in FY 2021). Revenue: JP¥70.8b (up 31% from FY 2021). Net income: JP¥7.90b (up 182% from FY 2021). Profit margin: 11% (up from 5.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 26%. Over the next year, revenue is forecast to grow 9.1%, compared to a 7.4% 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 6% per year, which means it is significantly lagging earnings growth.お知らせ • May 15IDEC Corporation, Annual General Meeting, Jun 17, 2022IDEC Corporation, Annual General Meeting, Jun 17, 2022.Price Target Changed • Apr 27Price target increased to JP¥3,000Up from JP¥1,900, the current price target is provided by 1 analyst. New target price is 36% above last closing price of JP¥2,200. Stock is up 31% over the past year. The company is forecast to post earnings per share of JP¥210 for next year compared to JP¥92.82 last year.お知らせ • Apr 08IDEC Corporation to Report Fiscal Year 2022 Results on May 13, 2022IDEC Corporation announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 31 May 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.7%).お知らせ • Feb 16IDEC Corporation (TSE:6652) announces an Equity Buyback for 1,000,000 shares, representing 3.33% for ¥2,500 million.IDEC Corporation (TSE:6652) announces a share repurchase program. Under the program, the company will repurchase 1,000,000 shares, representing 3.33% of its share capital, for ¥2,500 million. The company will repurchase its shares in order to improve capital efficiency and implement a flexible capital policy in response to changes in the business environment. The program will run until June 30, 2022. As of January 31, 2022, the company had 30,006,603 shares outstanding (excluding treasury shares) and 3,217,882 shares in treasury.Reported Earnings • Feb 04Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥59.23 (up from JP¥16.62 in 3Q 2021). Revenue: JP¥17.4b (up 27% from 3Q 2021). Net income: JP¥1.78b (up 256% from 3Q 2021). Profit margin: 10% (up from 3.6% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 11%, compared to a 6.5% growth forecast for the 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 6% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 03IDEC Corporation Revises Earnings Guidance for the Full Year 2022IDEC Corporation revised earnings guidance for the full year 2022. For the period, the company expects the net sales to be JPY 69,000 million, operating income to be JPY 9,200 million, net income attributable to shareholders of the parent company JPY 6,900 million, earnings per share(EPS) (before diluting) JPY 230.04.Reported Earnings • Nov 04Second quarter 2022 earnings released: EPS JP¥57.58 (vs JP¥17.26 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥17.6b (up 40% from 2Q 2021). Net income: JP¥1.73b (up 232% from 2Q 2021). Profit margin: 9.8% (up from 4.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 25 November 2021. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).Major Estimate Revision • Aug 04Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from JP¥110 to JP¥133. Revenue forecast unchanged at JP¥60.2b. Net income forecast to grow 43% next year vs 18% growth forecast for Electrical industry in Japan. Consensus price target of JP¥1,900 unchanged from last update. Share price rose 5.8% to JP¥2,276 over the past week.Reported Earnings • Jun 26Full year 2021 earnings released: EPS JP¥92.82 (vs JP¥95.18 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥54.0b (down 7.5% from FY 2020). Net income: JP¥2.80b (down 6.8% from FY 2020). Profit margin: 5.2% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • May 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,977, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Electrical industry in Japan. Total loss to shareholders of 23% over the past three years.Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥92.82 (vs JP¥95.18 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥54.0b (down 7.5% from FY 2020). Net income: JP¥2.80b (down 6.8% from FY 2020). Profit margin: 5.2% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Major Estimate Revision • May 07Consensus EPS estimates increase to JP¥90.02The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from JP¥52.1b to JP¥54.3b. EPS estimate increased from JP¥76.68 to JP¥90.02 per share. Net income forecast to grow 61% next year vs 15% growth forecast for Electrical industry in Japan. Consensus price target of JP¥1,900 unchanged from last update. Share price was steady at JP¥1,694 over the past week.Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 08 June 2021. Trailing yield: 2.8%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.2%).お知らせ • Mar 07IDEC Corporation to Report Fiscal Year 2021 Results on May 14, 2021IDEC Corporation announced that they will report fiscal year 2021 results on May 14, 2021Is New 90 Day High Low • Feb 26New 90-day low: JP¥1,740The company is down 9.0% from its price of JP¥1,914 on 27 November 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 7.0% over the same period.業績と収益の成長予測TSE:6652 - 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3/31/202984,5007,300N/A11,53013/31/202884,9506,800N/A10,61023/31/202779,2506,050N/A10,35023/31/202672,9673,8732,0657,442N/A12/31/202570,9273,048N/AN/AN/A9/30/202568,4032,252-3,7886,795N/A6/30/202567,1541,943N/AN/AN/A3/31/202567,3801,77881611,248N/A12/31/202467,8402,586N/AN/AN/A9/30/202467,9992,5146,7519,844N/A6/30/202470,4933,240N/AN/AN/A3/31/202472,7114,4072,9355,504N/A12/31/202374,1035,582N/AN/AN/A9/30/202378,4897,6242,9485,978N/A6/30/202381,8929,056N/AN/AN/A3/31/202383,86910,1444,0857,009N/A12/31/202282,64110,592N/AN/AN/A9/30/202279,11310,0645,6697,839N/A6/30/202273,6768,652N/AN/AN/A3/31/202270,7897,8967,6479,652N/A12/31/202167,1006,517N/AN/AN/A9/30/202163,4525,2396,9109,814N/A6/30/202158,4164,032N/AN/AN/A3/31/202153,9832,8034,0487,443N/A12/31/202053,4111,958N/AN/AN/A9/30/202053,9402,2473,2426,196N/A6/30/202056,5552,712N/AN/AN/A3/31/202058,3553,0064,2686,928N/A12/31/201959,2573,016N/AN/AN/A9/30/201960,7073,152N/A5,871N/A6/30/201961,9013,121N/AN/AN/A3/31/201962,7573,700N/A6,119N/A12/31/201862,7844,358N/AN/AN/A9/30/201862,3374,687N/A7,136N/A6/30/201860,9324,932N/AN/AN/A3/31/201859,7835,296N/A4,926N/A12/31/201757,0565,282N/AN/AN/A9/30/201752,4674,555N/A2,463N/A6/30/201748,4094,075N/AN/AN/A3/31/201743,4262,440N/A2,644N/A12/31/201641,3141,470N/AN/AN/A9/30/201642,0641,576N/A4,736N/A6/30/201642,3371,372N/AN/AN/A3/31/201643,4681,708N/A5,690N/A12/31/201543,5662,116N/AN/AN/A9/30/201542,8032,090N/A4,461N/A6/30/201543,3952,413N/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: 6652の予測収益成長率 (年間19.7% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 6652の収益 ( 19.7% ) はJP市場 ( 8.9% ) 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: 6652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: 6652の収益 ( 5.6% ) JP市場 ( 5.6% ) よりも低い成長が予測されています。高い収益成長: 6652の収益 ( 5.6% ) 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: 6652の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘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2026/06/01 07:50終値2026/06/01 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IDEC Corporation 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Junji OkawaDaiwa Securities Co. Ltd.Mitsuhiro OsawaIchiyoshi Research Institute Inc.
Major Estimate Revision • Nov 14Consensus EPS estimates increase by 79%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥69.7b to JP¥72.0b. EPS estimate increased from JP¥81.30 to JP¥146 per share. Net income forecast to grow 127% next year vs 11% growth forecast for Electrical industry in Japan. Consensus price target up from JP¥2,750 to JP¥3,000. Share price rose 12% to JP¥2,547 over the past week.
Price Target Changed • Nov 12Price target increased by 14% to JP¥3,000Up from JP¥2,625, the current price target is provided by 1 analyst. New target price is 19% above last closing price of JP¥2,518. Stock is down 1.8% over the past year. The company is forecast to post earnings per share of JP¥146 for next year compared to JP¥60.33 last year.
Major Estimate Revision • Aug 19Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥88.20 to JP¥77.90 per share. Revenue forecast steady at JP¥69.4b. Net income forecast to grow 38% next year vs 12% growth forecast for Electrical industry in Japan. Consensus price target of JP¥2,750 unchanged from last update. Share price was steady at JP¥2,343 over the past week.
Major Estimate Revision • Feb 22Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥67.0b to JP¥66.2b. EPS estimate also fell from JP¥81.30 per share to JP¥64.35 per share. Net income forecast to grow 32% next year vs 0.4% decline forecast for Electrical industry in Japan. Consensus price target of JP¥2,675 unchanged from last update. Share price was steady at JP¥2,524 over the past week.
Major Estimate Revision • Dec 16Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥69.1b to JP¥67.0b. EPS estimate also fell from JP¥108 per share to JP¥81.30 per share. Net income forecast to grow 43% next year vs 3.3% growth forecast for Electrical industry in Japan. Consensus price target down from JP¥2,825 to JP¥2,675. Share price fell 2.3% to JP¥2,374 over the past week.
Price Target Changed • Oct 17Price target decreased by 8.1% to JP¥2,825Down from JP¥3,075, the current price target is an average from 2 analysts. New target price is 12% above last closing price of JP¥2,525. Stock is down 9.8% over the past year. The company is forecast to post earnings per share of JP¥112 for next year compared to JP¥150 last year.
Reported Earnings • May 16Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥131 (up from JP¥60.33 in FY 2025). Revenue: JP¥73.0b (up 8.3% from FY 2025). Net income: JP¥3.87b (up 118% from FY 2025). Profit margin: 5.3% (up from 2.6% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.7%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • May 14IDEC Corporation, Annual General Meeting, Jun 19, 2026IDEC Corporation, Annual General Meeting, Jun 19, 2026.
お知らせ • May 09IDEC Corporation to Report Fiscal Year 2026 Results on May 14, 2026IDEC Corporation announced that they will report fiscal year 2026 results on May 14, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 02 June 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%).
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥38.30 (vs JP¥11.36 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.30 (up from JP¥11.36 in 3Q 2025). Revenue: JP¥18.9b (up 15% from 3Q 2025). Net income: JP¥1.13b (up 238% from 3Q 2025). Profit margin: 6.0% (up from 2.0% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
分析記事 • Dec 07Earnings Tell The Story For IDEC Corporation (TSE:6652) As Its Stock Soars 26%IDEC Corporation ( TSE:6652 ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
分析記事 • Dec 02IDEC (TSE:6652) Will Pay A Dividend Of ¥65.00IDEC Corporation ( TSE:6652 ) will pay a dividend of ¥65.00 on the 2nd of June. This makes the dividend yield 4.8...
Declared Dividend • Dec 02First half dividend of JP¥65.00 announcedDividend of JP¥65.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 2nd June 2026 Dividend yield will be 4.8%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is not covered by earnings (170% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 89% to bring the payout ratio under control. EPS is expected to grow by 153% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Nov 29IDEC Corporation to Report Q3, 2026 Results on Feb 06, 2026IDEC Corporation announced that they will report Q3, 2026 results on Feb 06, 2026
分析記事 • Nov 14There May Be Some Bright Spots In IDEC's (TSE:6652) EarningsIDEC Corporation's ( TSE:6652 ) stock was strong despite it releasing a soft earnings report last week. We think that...
Major Estimate Revision • Nov 14Consensus EPS estimates increase by 79%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥69.7b to JP¥72.0b. EPS estimate increased from JP¥81.30 to JP¥146 per share. Net income forecast to grow 127% next year vs 11% growth forecast for Electrical industry in Japan. Consensus price target up from JP¥2,750 to JP¥3,000. Share price rose 12% to JP¥2,547 over the past week.
Price Target Changed • Nov 12Price target increased by 14% to JP¥3,000Up from JP¥2,625, the current price target is provided by 1 analyst. New target price is 19% above last closing price of JP¥2,518. Stock is down 1.8% over the past year. The company is forecast to post earnings per share of JP¥146 for next year compared to JP¥60.33 last year.
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥43.69 (vs JP¥33.28 in 2Q 2025)Second quarter 2026 results: EPS: JP¥43.69 (up from JP¥33.28 in 2Q 2025). Revenue: JP¥18.4b (up 7.3% from 2Q 2025). Net income: JP¥1.29b (up 32% from 2Q 2025). Profit margin: 7.0% (up from 5.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Oct 28Now 21% undervaluedOver the last 90 days, the stock has risen 4.5% to JP¥2,377. The fair value is estimated to be JP¥3,008, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Earnings per share has declined by 55%. Revenue is forecast to grow by 6.7% in a year. Earnings are forecast to grow by 43% in the next year.
Buy Or Sell Opportunity • Sep 26Now 20% undervaluedOver the last 90 days, the stock has risen 9.8% to JP¥2,530. The fair value is estimated to be JP¥3,167, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Earnings per share has declined by 55%. Revenue is forecast to grow by 6.2% in a year. Earnings are forecast to grow by 38% in the next year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 25 November 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
分析記事 • Sep 12IDEC (TSE:6652) Has Announced A Dividend Of ¥65.00The board of IDEC Corporation ( TSE:6652 ) has announced that it will pay a dividend on the 25th of November, with...
お知らせ • Sep 12IDEC Corporation to Report Q2, 2026 Results on Nov 07, 2025IDEC Corporation announced that they will report Q2, 2026 results on Nov 07, 2025
Major Estimate Revision • Aug 19Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥88.20 to JP¥77.90 per share. Revenue forecast steady at JP¥69.4b. Net income forecast to grow 38% next year vs 12% growth forecast for Electrical industry in Japan. Consensus price target of JP¥2,750 unchanged from last update. Share price was steady at JP¥2,343 over the past week.
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥15.76 (vs JP¥10.19 in 1Q 2025)First quarter 2026 results: EPS: JP¥15.76 (up from JP¥10.19 in 1Q 2025). Revenue: JP¥15.7b (down 1.4% from 1Q 2025). Net income: JP¥465.0m (up 55% from 1Q 2025). Profit margin: 3.0% (up from 1.9% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
分析記事 • Aug 06IDEC (TSE:6652) Is Due To Pay A Dividend Of ¥65.00The board of IDEC Corporation ( TSE:6652 ) has announced that it will pay a dividend of ¥65.00 per share on the 25th of...
分析記事 • Jul 23IDEC (TSE:6652) Will Pay A Dividend Of ¥65.00The board of IDEC Corporation ( TSE:6652 ) has announced that it will pay a dividend on the 25th of November, with...
お知らせ • Jul 11IDEC Corporation to Report Q1, 2026 Results on Aug 07, 2025IDEC Corporation announced that they will report Q1, 2026 results on Aug 07, 2025
分析記事 • Jul 09IDEC (TSE:6652) Is Paying Out A Dividend Of ¥65.00IDEC Corporation ( TSE:6652 ) has announced that it will pay a dividend of ¥65.00 per share on the 25th of November...
Declared Dividend • Jul 09Final dividend of JP¥65.00 announcedDividend of JP¥65.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 25th November 2025 Dividend yield will be 5.7%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is not covered by earnings (148% earnings payout ratio) nor is it covered by cash flows (470% 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. The company's earnings per share (EPS) would need to grow by 65% to bring the payout ratio under control. EPS is expected to grow by 98% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. Senior Executive Officer of Manufacturing, SCM & US Business and Director Takao Funaki was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jun 24Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥60.33 (down from JP¥150 in FY 2024). Revenue: JP¥67.4b (down 7.3% from FY 2024). Net income: JP¥1.78b (down 60% from FY 2024). Profit margin: 2.6% (down from 6.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 20Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥60.33 (down from JP¥150 in FY 2024). Revenue: JP¥67.4b (down 7.3% from FY 2024). Net income: JP¥1.78b (down 60% from FY 2024). Profit margin: 2.6% (down from 6.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • May 15IDEC Corporation, Annual General Meeting, Jun 20, 2025IDEC Corporation, Annual General Meeting, Jun 20, 2025.
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,059, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Electrical industry in Japan. Total returns to shareholders of 2.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,978 per share.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 May 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.9%).
お知らせ • Mar 01IDEC Corporation to Report Fiscal Year 2025 Results on May 15, 2025IDEC Corporation announced that they will report fiscal year 2025 results on May 15, 2025
Major Estimate Revision • Feb 22Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥67.0b to JP¥66.2b. EPS estimate also fell from JP¥81.30 per share to JP¥64.35 per share. Net income forecast to grow 32% next year vs 0.4% decline forecast for Electrical industry in Japan. Consensus price target of JP¥2,675 unchanged from last update. Share price was steady at JP¥2,524 over the past week.
Reported Earnings • Feb 05Third quarter 2025 earnings released: EPS: JP¥11.36 (vs JP¥8.95 in 3Q 2024)Third quarter 2025 results: EPS: JP¥11.36 (up from JP¥8.95 in 3Q 2024). Revenue: JP¥16.4b (down 1.0% from 3Q 2024). Net income: JP¥335.0m (up 27% from 3Q 2024). Profit margin: 2.0% (up from 1.6% in 3Q 2024). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Major Estimate Revision • Dec 16Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥69.1b to JP¥67.0b. EPS estimate also fell from JP¥108 per share to JP¥81.30 per share. Net income forecast to grow 43% next year vs 3.3% growth forecast for Electrical industry in Japan. Consensus price target down from JP¥2,825 to JP¥2,675. Share price fell 2.3% to JP¥2,374 over the past week.
Declared Dividend • Nov 26First half dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 28th March 2025 Payment date: 27th May 2025 Dividend yield will be 5.2%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is not covered by earnings (152% earnings payout ratio). However, it is covered by cash flows (57% 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. The company's earnings per share (EPS) would need to grow by 69% to bring the payout ratio under control. EPS is expected to grow by 110% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Nov 03Second quarter 2025 earnings released: EPS: JP¥33.28 (vs JP¥58.13 in 2Q 2024)Second quarter 2025 results: EPS: JP¥33.28 (down from JP¥58.13 in 2Q 2024). Revenue: JP¥17.1b (down 13% from 2Q 2024). Net income: JP¥981.0m (down 43% from 2Q 2024). Profit margin: 5.7% (down from 8.7% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has fallen by 19% 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 • Oct 30IDEC Corporation to Report Q3, 2025 Results on Feb 04, 2025IDEC Corporation announced that they will report Q3, 2025 results on Feb 04, 2025
Price Target Changed • Oct 17Price target decreased by 8.1% to JP¥2,825Down from JP¥3,075, the current price target is an average from 2 analysts. New target price is 12% above last closing price of JP¥2,525. Stock is down 9.8% over the past year. The company is forecast to post earnings per share of JP¥112 for next year compared to JP¥150 last year.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.0%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.0%).
New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Aug 27IDEC Corporation to Report Q2, 2025 Results on Nov 01, 2024IDEC Corporation announced that they will report Q2, 2025 results on Nov 01, 2024
Major Estimate Revision • Aug 21Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥130 to JP¥117 per share. Revenue forecast steady at JP¥72.0b. Net income forecast to grow 25% next year vs 1.3% growth forecast for Electrical industry in Japan. Consensus price target of JP¥3,075 unchanged from last update. Share price was steady at JP¥2,660 over the past week.
Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥10.19 (vs JP¥50.13 in 1Q 2024)First quarter 2025 results: EPS: JP¥10.19 (down from JP¥50.13 in 1Q 2024). Revenue: JP¥16.0b (down 12% from 1Q 2024). Net income: JP¥300.0m (down 80% from 1Q 2024). Profit margin: 1.9% (down from 8.1% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
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 Dividend is not well covered by cash flows (130% cash payout ratio). Share price has been volatile over the past 3 months (6.4% average weekly change). Profit margins are more than 30% lower than last year (6.1% net profit margin).
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¥2,258, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Electrical industry in Japan. Total returns to shareholders of 10% over the past three years.
Declared Dividend • Jul 11Final dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 27th September 2024 Payment date: 27th November 2024 Dividend yield will be 4.3%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by earnings (68% earnings payout ratio) but not covered by cash flows (130% 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 58% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 28IDEC Corporation to Report Q1, 2025 Results on Aug 02, 2024IDEC Corporation announced that they will report Q1, 2025 results on Aug 02, 2024
分析記事 • Jun 24IDEC's (TSE:6652) Conservative Accounting Might Explain Soft EarningsShareholders appeared unconcerned with IDEC Corporation's ( TSE:6652 ) lackluster earnings report last week. Our...
Reported Earnings • Jun 21Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥150 (down from JP¥348 in FY 2023). Revenue: JP¥72.7b (down 13% from FY 2023). Net income: JP¥4.41b (down 57% from FY 2023). Profit margin: 6.1% (down from 12% in FY 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 1.6%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 12% per year.
Reported Earnings • May 12Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥150 (down from JP¥348 in FY 2023). Revenue: JP¥72.7b (down 13% from FY 2023). Net income: JP¥4.41b (down 57% from FY 2023). Profit margin: 6.1% (down from 12% in FY 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 1.6%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 19% per year.
お知らせ • May 12IDEC Corporation, Annual General Meeting, Jun 14, 2024IDEC Corporation, Annual General Meeting, Jun 14, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 29 May 2024. Payout ratio is a comfortable 68% but the company is paying out more than the cash it is generating. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.8%).
Major Estimate Revision • Mar 20Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥73.3b to JP¥71.4b. EPS estimate also fell from JP¥178 per share to JP¥149 per share. Net income forecast to shrink 18% next year vs 1.7% decline forecast for Electrical industry in Japan. Consensus price target of JP¥3,125 unchanged from last update. Share price was steady at JP¥2,738 over the past week.
お知らせ • Mar 02IDEC Corporation to Report Fiscal Year 2024 Results on May 10, 2024IDEC Corporation announced that they will report fiscal year 2024 results on May 10, 2024
Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥8.95 (vs JP¥79.04 in 3Q 2023)Third quarter 2024 results: EPS: JP¥8.95 (down from JP¥79.04 in 3Q 2023). Revenue: JP¥16.5b (down 21% from 3Q 2023). Net income: JP¥263.0m (down 89% from 3Q 2023). Profit margin: 1.6% (down from 11% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 03IDEC Corporation to Report Q3, 2024 Results on Feb 02, 2024IDEC Corporation announced that they will report Q3, 2024 results on Feb 02, 2024
Major Estimate Revision • Nov 28Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥75.9b to JP¥75.1b. EPS estimate also fell from JP¥256 per share to JP¥200 per share. Net income forecast to shrink 5.5% next year vs 6.2% growth forecast for Electrical industry in Japan . Consensus price target down from JP¥3,325 to JP¥3,125. Share price fell 2.5% to JP¥2,819 over the past week.
Reported Earnings • Nov 04Second quarter 2024 earnings released: EPS: JP¥58.13 (vs JP¥108 in 2Q 2023)Second quarter 2024 results: EPS: JP¥58.13 (down from JP¥108 in 2Q 2023). Revenue: JP¥19.6b (down 15% from 2Q 2023). Net income: JP¥1.71b (down 46% from 2Q 2023). Profit margin: 8.7% (down from 14% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Electrical 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 14% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥65.00 per share at 4.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 28 November 2023. Payout ratio is a comfortable 42% and the cash payout ratio is 89%. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.9%).
Major Estimate Revision • Sep 15Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥80.1b to JP¥76.0b. EPS estimate also fell from JP¥311 per share to JP¥263 per share. Net income forecast to shrink 9.2% next year vs 4.1% growth forecast for Electrical industry in Japan . Consensus price target down from JP¥3,600 to JP¥3,250. Share price was steady at JP¥3,090 over the past week.
Reported Earnings • Aug 04First quarter 2024 earnings released: EPS: JP¥50.13 (vs JP¥88.08 in 1Q 2023)First quarter 2024 results: EPS: JP¥50.13 (down from JP¥88.08 in 1Q 2023). Revenue: JP¥18.2b (down 9.8% from 1Q 2023). Net income: JP¥1.47b (down 43% from 1Q 2023). Profit margin: 8.1% (down from 13% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 21Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥348 (up from JP¥264 in FY 2022). Revenue: JP¥83.9b (up 19% from FY 2022). Net income: JP¥10.1b (up 28% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.0%. Revenue is expected to decline by 1.4% p.a. on average during the next 2 years, while revenues in the Electrical industry in Japan are expected to grow by 4.6%. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
お知らせ • May 31IDEC Corporation to Report Q1, 2024 Results on Aug 03, 2023IDEC Corporation announced that they will report Q1, 2024 results on Aug 03, 2023
Reported Earnings • May 17Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥348 (up from JP¥264 in FY 2022). Revenue: JP¥83.9b (up 19% from FY 2022). Net income: JP¥10.1b (up 28% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.0%. Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14IDEC Corporation, Annual General Meeting, Jun 16, 2023IDEC Corporation, Annual General Meeting, Jun 16, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥65.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 May 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).
Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥79.04 (vs JP¥59.23 in 3Q 2022)Third quarter 2023 results: EPS: JP¥79.04 (up from JP¥59.23 in 3Q 2022). Revenue: JP¥20.9b (up 20% from 3Q 2022). Net income: JP¥2.31b (up 30% from 3Q 2022). Profit margin: 11% (in line with 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jan 26Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥3,851, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 53%. Revenue is forecast to grow by 20% in a year. Earnings is forecast to grow by 11% in the next year.
Major Estimate Revision • Jan 12Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥87.1b to JP¥91.6b. EPS estimate increased from JP¥338 to JP¥374 per share. Net income forecast to grow 11% next year vs 2.0% growth forecast for Electrical industry in Japan. Consensus price target of JP¥3,600 unchanged from last update. Share price rose 3.9% to JP¥2,927 over the past week.
お知らせ • Dec 28IDEC Corporation to Report Q3, 2023 Results on Feb 03, 2023IDEC Corporation announced that they will report Q3, 2023 results on Feb 03, 2023
Price Target Changed • Nov 16Price target increased to JP¥3,600Up from JP¥3,000, the current price target is provided by 1 analyst. New target price is 19% above last closing price of JP¥3,020. Stock is up 13% over the past year. The company is forecast to post earnings per share of JP¥338 for next year compared to JP¥264 last year.
Reported Earnings • Nov 06Second quarter 2023 earnings released: EPS: JP¥108 (vs JP¥57.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥108 (up from JP¥57.58 in 2Q 2022). Revenue: JP¥23.0b (up 31% from 2Q 2022). Net income: JP¥3.14b (up 82% from 2Q 2022). Profit margin: 14% (up from 9.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 6.5% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 53% 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 • Oct 20IDEC Corporation to Report Q2, 2023 Results on Nov 04, 2022IDEC Corporation announced that they will report Q2, 2023 results on Nov 04, 2022
Major Estimate Revision • Oct 13Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥83.5b to JP¥87.1b. EPS estimate increased from JP¥303 to JP¥338 per share. Net income forecast to grow 14% next year vs 6.9% growth forecast for Electrical industry in Japan. Consensus price target of JP¥3,600 unchanged from last update. Share price was steady at JP¥2,984 over the past week.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 28 November 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.9%).
Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥88.08 (vs JP¥59.98 in 1Q 2022)First quarter 2023 results: EPS: JP¥88.08 (up from JP¥59.98 in 1Q 2022). Revenue: JP¥20.2b (up 17% from 1Q 2022). Net income: JP¥2.56b (up 42% from 1Q 2022). Profit margin: 13% (up from 10% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.1%, compared to a 9.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% 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 • Jun 30IDEC Corporation to Report Q1, 2023 Results on Aug 04, 2022IDEC Corporation announced that they will report Q1, 2023 results on Aug 04, 2022
Reported Earnings • Jun 23Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥264 (up from JP¥92.82 in FY 2021). Revenue: JP¥70.8b (up 31% from FY 2021). Net income: JP¥7.90b (up 182% from FY 2021). Profit margin: 11% (up from 5.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 26%. Over the next year, revenue is forecast to grow 9.1%, compared to a 8.8% 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 11% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥2,690, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Electrical industry in Japan. Total returns to shareholders of 52% over the past three years.
Reported Earnings • May 16Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥264 (up from JP¥92.82 in FY 2021). Revenue: JP¥70.8b (up 31% from FY 2021). Net income: JP¥7.90b (up 182% from FY 2021). Profit margin: 11% (up from 5.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 26%. Over the next year, revenue is forecast to grow 9.1%, compared to a 7.4% 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 6% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15IDEC Corporation, Annual General Meeting, Jun 17, 2022IDEC Corporation, Annual General Meeting, Jun 17, 2022.
Price Target Changed • Apr 27Price target increased to JP¥3,000Up from JP¥1,900, the current price target is provided by 1 analyst. New target price is 36% above last closing price of JP¥2,200. Stock is up 31% over the past year. The company is forecast to post earnings per share of JP¥210 for next year compared to JP¥92.82 last year.
お知らせ • Apr 08IDEC Corporation to Report Fiscal Year 2022 Results on May 13, 2022IDEC Corporation announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 31 May 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.7%).
お知らせ • Feb 16IDEC Corporation (TSE:6652) announces an Equity Buyback for 1,000,000 shares, representing 3.33% for ¥2,500 million.IDEC Corporation (TSE:6652) announces a share repurchase program. Under the program, the company will repurchase 1,000,000 shares, representing 3.33% of its share capital, for ¥2,500 million. The company will repurchase its shares in order to improve capital efficiency and implement a flexible capital policy in response to changes in the business environment. The program will run until June 30, 2022. As of January 31, 2022, the company had 30,006,603 shares outstanding (excluding treasury shares) and 3,217,882 shares in treasury.
Reported Earnings • Feb 04Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥59.23 (up from JP¥16.62 in 3Q 2021). Revenue: JP¥17.4b (up 27% from 3Q 2021). Net income: JP¥1.78b (up 256% from 3Q 2021). Profit margin: 10% (up from 3.6% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 11%, compared to a 6.5% growth forecast for the 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 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 03IDEC Corporation Revises Earnings Guidance for the Full Year 2022IDEC Corporation revised earnings guidance for the full year 2022. For the period, the company expects the net sales to be JPY 69,000 million, operating income to be JPY 9,200 million, net income attributable to shareholders of the parent company JPY 6,900 million, earnings per share(EPS) (before diluting) JPY 230.04.
Reported Earnings • Nov 04Second quarter 2022 earnings released: EPS JP¥57.58 (vs JP¥17.26 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥17.6b (up 40% from 2Q 2021). Net income: JP¥1.73b (up 232% from 2Q 2021). Profit margin: 9.8% (up from 4.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 25 November 2021. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).
Major Estimate Revision • Aug 04Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from JP¥110 to JP¥133. Revenue forecast unchanged at JP¥60.2b. Net income forecast to grow 43% next year vs 18% growth forecast for Electrical industry in Japan. Consensus price target of JP¥1,900 unchanged from last update. Share price rose 5.8% to JP¥2,276 over the past week.
Reported Earnings • Jun 26Full year 2021 earnings released: EPS JP¥92.82 (vs JP¥95.18 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥54.0b (down 7.5% from FY 2020). Net income: JP¥2.80b (down 6.8% from FY 2020). Profit margin: 5.2% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,977, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Electrical industry in Japan. Total loss to shareholders of 23% over the past three years.
Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥92.82 (vs JP¥95.18 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥54.0b (down 7.5% from FY 2020). Net income: JP¥2.80b (down 6.8% from FY 2020). Profit margin: 5.2% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • May 07Consensus EPS estimates increase to JP¥90.02The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from JP¥52.1b to JP¥54.3b. EPS estimate increased from JP¥76.68 to JP¥90.02 per share. Net income forecast to grow 61% next year vs 15% growth forecast for Electrical industry in Japan. Consensus price target of JP¥1,900 unchanged from last update. Share price was steady at JP¥1,694 over the past week.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 08 June 2021. Trailing yield: 2.8%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.2%).
お知らせ • Mar 07IDEC Corporation to Report Fiscal Year 2021 Results on May 14, 2021IDEC Corporation announced that they will report fiscal year 2021 results on May 14, 2021
Is New 90 Day High Low • Feb 26New 90-day low: JP¥1,740The company is down 9.0% from its price of JP¥1,914 on 27 November 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 7.0% over the same period.