View Future GrowthTamronLtd 過去の業績過去 基準チェック /26TamronLtdは、平均年間22.7%の収益成長を遂げていますが、 Consumer Durables業界の収益は、年間 成長しています。収益は、平均年間3.2% 11%収益成長率で 成長しています。 TamronLtdの自己資本利益率は13.7%であり、純利益率は13.8%です。主要情報22.73%収益成長率23.31%EPS成長率Consumer Durables 業界の成長6.80%収益成長率11.03%株主資本利益率13.71%ネット・マージン13.83%次回の業績アップデート07 Aug 2026最近の業績更新お知らせ • 4hTamron Co.,Ltd. to Report Q2, 2026 Results on Aug 07, 2026Tamron Co.,Ltd. announced that they will report Q2, 2026 results at 9:00 AM, Tokyo Standard Time on Aug 07, 2026Reported Earnings • May 06First quarter 2026 earnings released: EPS: JP¥16.82 (vs JP¥17.44 in 1Q 2025)First quarter 2026 results: EPS: JP¥16.82 (down from JP¥17.44 in 1Q 2025). Revenue: JP¥18.5b (down 5.0% from 1Q 2025). Net income: JP¥2.71b (down 4.5% from 1Q 2025). Profit margin: 15% (in line with 1Q 2025). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 17Tamron Co.,Ltd. to Report Q1, 2026 Results on May 01, 2026Tamron Co.,Ltd. announced that they will report Q1, 2026 results on May 01, 2026Reported Earnings • Feb 07Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥72.78 (down from JP¥87.90 in FY 2024). Revenue: JP¥85.1b (down 3.8% from FY 2024). Net income: JP¥11.8b (down 19% from FY 2024). Profit margin: 14% (down from 16% in FY 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 6.4%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 17Tamron Co.,Ltd. to Report Fiscal Year 2025 Results on Feb 06, 2026Tamron Co.,Ltd. announced that they will report fiscal year 2025 results on Feb 06, 2026Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: JP¥19.72 (vs JP¥25.42 in 3Q 2024)Third quarter 2025 results: EPS: JP¥19.72 (down from JP¥25.42 in 3Q 2024). Revenue: JP¥21.4b (down 9.4% from 3Q 2024). Net income: JP¥3.18b (down 24% from 3Q 2024). Profit margin: 15% (down from 18% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.すべての更新を表示Recent updatesお知らせ • 4hTamron Co.,Ltd. to Report Q2, 2026 Results on Aug 07, 2026Tamron Co.,Ltd. announced that they will report Q2, 2026 results at 9:00 AM, Tokyo Standard Time on Aug 07, 2026Valuation Update With 7 Day Price Move • 9hInvestor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥1,271, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 182% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,653 per share.お知らせ • Jun 16Tamron Co.,Ltd. Revises Dividend Guidance for the Interim and Year End of Fiscal Year Ending December 31, 2026Tamron Co.,Ltd. revised dividend guidance for the interim and year end of fiscal year ending December 31, 2026. The company revised interim dividend to JPY 20.00 per share as compared to previous forecast of JPY 10.50 per share. The company revised year end dividend to JPY 31.00 per share as compared to previous forecast of JPY 26.50 per share. Reasons for the revision; In light of the business performance trends and other factors, the Company will return profits in line with the target total return ratio of 60% set under its current shareholder return policy. At the same time, as announced in the Notice of Renewal of Quantitative Targets under Long-term Vision and Development of Outline of Value Up29, the Next Medium-term Management Plan (the "Outline of the Next MTMP") dated June 16, 2026, the Company aims to strengthen its stable, long-term return of profits under the next Medium-term Management Plan. In consideration of this policy, the Company has decided to raise its interim dividend forecast by JPY 9.5 and the year-end dividend forecast by JPY 4.5, bringing the total annual dividend to JPY 51 per share. This will result in the interim dividend doubling year-on-year, increasing by JPY 10.00, and the annual dividend will increase by JPY 14.75. The payout ratio is expected to be 60.1%.Reported Earnings • May 06First quarter 2026 earnings released: EPS: JP¥16.82 (vs JP¥17.44 in 1Q 2025)First quarter 2026 results: EPS: JP¥16.82 (down from JP¥17.44 in 1Q 2025). Revenue: JP¥18.5b (down 5.0% from 1Q 2025). Net income: JP¥2.71b (down 4.5% from 1Q 2025). Profit margin: 15% (in line with 1Q 2025). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • May 03Price target increased by 11% to JP¥1,210Up from JP¥1,091, the current price target is an average from 3 analysts. New target price is 13% above last closing price of JP¥1,069. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥86.50 for next year compared to JP¥72.78 last year.Declared Dividend • Apr 11Final dividend of JP¥10.50 announcedShareholders will receive a dividend of JP¥10.50. Ex-date: 29th June 2026 Payment date: 1st September 2026 Dividend yield will be 3.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 17Tamron Co.,Ltd. to Report Q1, 2026 Results on May 01, 2026Tamron Co.,Ltd. announced that they will report Q1, 2026 results on May 01, 2026Major Estimate Revision • Feb 25Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥86.9b to JP¥90.8b. EPS estimate increased from JP¥78.14 to JP¥86.74 per share. Net income forecast to grow 19% next year vs 8.4% growth forecast for Consumer Durables industry in Japan. Consensus price target up from JP¥1,091 to JP¥1,127. Share price was steady at JP¥1,035 over the past week.Price Target Changed • Feb 21Price target increased by 7.9% to JP¥1,150Up from JP¥1,066, the current price target is an average from 3 analysts. New target price is 12% above last closing price of JP¥1,025. Stock is up 6.4% over the past year. The company is forecast to post earnings per share of JP¥85.99 for next year compared to JP¥72.79 last year.分析記事 • Feb 10Tamron Co.,Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowShareholders might have noticed that Tamron Co.,Ltd. ( TSE:7740 ) filed its annual result this time last week. The...Reported Earnings • Feb 07Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥72.78 (down from JP¥87.90 in FY 2024). Revenue: JP¥85.1b (down 3.8% from FY 2024). Net income: JP¥11.8b (down 19% from FY 2024). Profit margin: 14% (down from 16% in FY 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 6.4%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 06Tamron Co.,Ltd., Annual General Meeting, Mar 27, 2026Tamron Co.,Ltd., Annual General Meeting, Mar 27, 2026.Upcoming Dividend • Dec 22Upcoming dividend of JP¥26.25 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 27 March 2026. Payout ratio is on the higher end at 76%, and the cash payout ratio is above 100%. Trailing yield: 6.4%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).お知らせ • Dec 17Tamron Co.,Ltd. to Report Fiscal Year 2025 Results on Feb 06, 2026Tamron Co.,Ltd. announced that they will report fiscal year 2025 results on Feb 06, 2026Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: JP¥19.72 (vs JP¥25.42 in 3Q 2024)Third quarter 2025 results: EPS: JP¥19.72 (down from JP¥25.42 in 3Q 2024). Revenue: JP¥21.4b (down 9.4% from 3Q 2024). Net income: JP¥3.18b (down 24% from 3Q 2024). Profit margin: 15% (down from 18% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Oct 07Tamron Co.,Ltd.'s (TSE:7740) Intrinsic Value Is Potentially 31% Above Its Share PriceKey Insights The projected fair value for TamronLtd is JP¥1,433 based on 2 Stage Free Cash Flow to Equity TamronLtd is...お知らせ • Sep 18Tamron Co.,Ltd. to Report Q3, 2025 Results on Nov 06, 2025Tamron Co.,Ltd. announced that they will report Q3, 2025 results on Nov 06, 2025Declared Dividend • Sep 02First half dividend of JP¥26.25 announcedShareholders will receive a dividend of JP¥26.25. Ex-date: 29th December 2025 Payment date: 27th March 2026 Dividend yield will be 6.6%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (70% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 9.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Aug 28Price target increased by 7.6% to JP¥1,066Up from JP¥991, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥1,020. Stock is down 10% over the past year. The company is forecast to post earnings per share of JP¥83.56 for next year compared to JP¥87.90 last year.Reported Earnings • Aug 08Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: JP¥22.3b (down 11% from 2Q 2024). Net income: JP¥4.04b (down 14% from 2Q 2024). Profit margin: 18% (in line with 2Q 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 34% per year.Upcoming Dividend • Jun 20Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 02 September 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.7%).お知らせ • Jun 18Tamron Co.,Ltd. to Report Q2, 2025 Results on Aug 07, 2025Tamron Co.,Ltd. announced that they will report Q2, 2025 results on Aug 07, 2025Price Target Changed • Jun 04Price target decreased by 9.2% to JP¥3,963Down from JP¥4,363, the current price target is an average from 4 analysts. New target price is 16% above last closing price of JP¥3,410. Stock is down 21% over the past year. The company is forecast to post earnings per share of JP¥325 for next year compared to JP¥352 last year.Reported Earnings • May 04First quarter 2025 earnings released: EPS: JP¥69.73 (vs JP¥80.38 in 1Q 2024)First quarter 2025 results: EPS: JP¥69.73 (down from JP¥80.38 in 1Q 2024). Revenue: JP¥19.5b (down 1.9% from 1Q 2024). Net income: JP¥2.84b (down 15% from 1Q 2024). Profit margin: 15% (down from 17% in 1Q 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 23High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Yasuhiro Shirakawa was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Apr 11Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 27th June 2025 Payment date: 2nd September 2025 Dividend yield will be 4.8%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 9.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 8.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥2,842, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Consumer Durables industry in Japan. Total returns to shareholders of 175% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,590 per share.分析記事 • Apr 02Is TamronLtd (TSE:7740) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...お知らせ • Mar 19Tamron Co.,Ltd. to Report Q1, 2025 Results on May 02, 2025Tamron Co.,Ltd. announced that they will report Q1, 2025 results on May 02, 2025分析記事 • Feb 26Is Now The Time To Look At Buying Tamron Co.,Ltd. (TSE:7740)?Tamron Co.,Ltd. ( TSE:7740 ), is not the largest company out there, but it saw significant share price movement during...Reported Earnings • Feb 08Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥352 (up from JP¥259 in FY 2023). Revenue: JP¥88.5b (up 24% from FY 2023). Net income: JP¥14.5b (up 34% from FY 2023). Profit margin: 16% (up from 15% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.1%. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 07+ 2 more updatesTamron Co.,Ltd., Annual General Meeting, Mar 26, 2025Tamron Co.,Ltd., Annual General Meeting, Mar 26, 2025.Buy Or Sell Opportunity • Feb 03Now 23% undervaluedOver the last 90 days, the stock has risen 2.5% to JP¥4,380. The fair value is estimated to be JP¥5,659, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 0.5% per annum over the same time period.分析記事 • Feb 01Estimating The Intrinsic Value Of Tamron Co.,Ltd. (TSE:7740)Key Insights The projected fair value for TamronLtd is JP¥5,669 based on 2 Stage Free Cash Flow to Equity With JP¥4,565...New Risk • Jan 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.2% average weekly change).Upcoming Dividend • Dec 20Upcoming dividend of JP¥105 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 28 March 2025. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).お知らせ • Dec 18Tamron Co.,Ltd. to Report Fiscal Year 2024 Results on Feb 07, 2025Tamron Co.,Ltd. announced that they will report fiscal year 2024 results on Feb 07, 2025Buy Or Sell Opportunity • Dec 06Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.8% to JP¥4,115. The fair value is estimated to be JP¥5,178, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 1.7% per annum. Earnings are also forecast to grow by 0.5% per annum over the same time period.分析記事 • Nov 08Tamron Co.,Ltd. Just Beat Revenue Estimates By 11%Tamron Co.,Ltd. ( TSE:7740 ) came out with its quarterly results last week, and we wanted to see how the business is...Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: JP¥102 (vs JP¥62.79 in 3Q 2023)Third quarter 2024 results: EPS: JP¥102 (up from JP¥62.79 in 3Q 2023). Revenue: JP¥23.6b (up 24% from 3Q 2023). Net income: JP¥4.19b (up 60% from 3Q 2023). Profit margin: 18% (up from 14% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Nov 04Unpleasant Surprises Could Be In Store For Tamron Co.,Ltd.'s (TSE:7740) SharesWith a median price-to-earnings (or "P/E") ratio of close to 13x in Japan, you could be forgiven for feeling...Buy Or Sell Opportunity • Nov 01Now 23% undervaluedOver the last 90 days, the stock has risen 13% to JP¥4,125. The fair value is estimated to be JP¥5,375, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 36%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 2.6% per annum over the same time period.お知らせ • Sep 27Tamron Co.,Ltd. to Report Q3, 2024 Results on Nov 06, 2024Tamron Co.,Ltd. announced that they will report Q3, 2024 results on Nov 06, 2024New Risk • Sep 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.4% average weekly change).分析記事 • Sep 12Is There Now An Opportunity In Tamron Co.,Ltd. (TSE:7740)?While Tamron Co.,Ltd. ( TSE:7740 ) might not have the largest market cap around , it saw a significant share price rise...Major Estimate Revision • Aug 27Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥80.6b to JP¥85.3b. EPS estimate increased from JP¥294 to JP¥325 per share. Net income forecast to grow 0.7% next year vs 2.3% growth forecast for Consumer Durables industry in Japan. Consensus price target up from JP¥4,163 to JP¥4,513. Share price rose 7.1% to JP¥4,465 over the past week.Price Target Changed • Aug 23Price target increased by 8.4% to JP¥4,513Up from JP¥4,163, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥4,545. Stock is up 108% over the past year. The company is forecast to post earnings per share of JP¥320 for next year compared to JP¥259 last year.New Risk • Aug 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Aug 12Second quarter 2024 earnings released: EPS: JP¥114 (vs JP¥71.32 in 2Q 2023)Second quarter 2024 results: EPS: JP¥114 (up from JP¥71.32 in 2Q 2023). Revenue: JP¥25.0b (up 37% from 2Q 2023). Net income: JP¥4.69b (up 57% from 2Q 2023). Profit margin: 19% (up from 16% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year whereas the company’s share price has increased by 43% per year.Declared Dividend • Aug 10Dividend of JP¥90.00 announcedShareholders will receive a dividend of JP¥90.00. Ex-date: 27th December 2024 Payment date: 28th March 2025 Dividend yield will be 4.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but not adequately covered by cash flows (90.3% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 5.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 08+ 1 more updateTamron Co.,Ltd. Revises Cash Dividend Forecast for the Fiscal Year 2024Tamron Co.,Ltd. revised cash dividend forecast for the fiscal year 2024. For the year, the company now expects dividend of JPY 90.00 per share against previous guidance of JPY 80.00 per share.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to JP¥3,085, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Consumer Durables industry in Japan. Total returns to shareholders of 150% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,982 per share.分析記事 • Aug 04Tamron Co.,Ltd.'s (TSE:7740) Shares May Have Run Too Fast Too SoonIt's not a stretch to say that Tamron Co.,Ltd.'s ( TSE:7740 ) price-to-earnings (or "P/E") ratio of 12.8x right now...Buy Or Sell Opportunity • Jul 24Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to JP¥4,355. The fair value is estimated to be JP¥3,520, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 0.7% per annum over the same time period.お知らせ • Jul 23Tamron Co.,Ltd. Revises Earnings Guidance for the First Half Ending on June 30, 2024Tamron Co.,Ltd. revised earnings guidance first half ending on June 30, 2024. For the period, the company expects net sales of JPY 44,000 million, Operating Income of JPY 10,800 million, Profit attributable to owners of parent of JPY 8,000 million, Net Income per Share of JPY 386.37 compared to the previous guidance of JPY 41,000 million, Operating income of JPY 8,400 million, Profit attributable to owners of parent of JPY 6,300 million, Net Income per Share of JPY 304.27 provided earlier.Price Target Changed • Jul 20Price target increased by 13% to JP¥4,163Up from JP¥3,669, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥4,310. Stock is up 104% over the past year. The company is forecast to post earnings per share of JP¥294 for next year compared to JP¥259 last year.Buy Or Sell Opportunity • Jul 01Now 16% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to JP¥4,195. The fair value is estimated to be JP¥3,615, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 0.6% per annum over the same time period.お知らせ • Jun 20Tamron Co.,Ltd. to Report Q2, 2024 Results on Aug 08, 2024Tamron Co.,Ltd. announced that they will report Q2, 2024 results on Aug 08, 2024分析記事 • Jun 19TamronLtd (TSE:7740) Will Pay A Dividend Of ¥50.00Tamron Co.,Ltd.'s ( TSE:7740 ) investors are due to receive a payment of ¥50.00 per share on 2nd of September. This...Buy Or Sell Opportunity • Jun 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to JP¥8,500. The fair value is estimated to be JP¥6,999, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 0.6% per annum over the same time period.Board Change • Jun 19Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Outside Director Fumio Suzuki was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Apr 28Tamron Co.,Ltd. Provides Consolidated Earnings Guidance for the First Half and Full Year 2024Tamron Co.,Ltd. provided consolidated earnings guidance for the first half and full year 2024. For the first half, the company expected net sales of JPY 41,600 million, operating income of JPY 8,400 million, profit attributable to owners of parent of JPY 6,300 million and profit per share of JPY 304.27.For the full year, the company expected net sales of JPY 75,500 million, operating income of JPY 14,300 million, profit attributable to owners of parent of JPY 10,730 million and profit per share of JPY 256.49.お知らせ • Mar 21Tamron Co.,Ltd. to Report Q1, 2024 Results on Apr 26, 2024Tamron Co.,Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024分析記事 • Mar 19A Look At The Fair Value Of Tamron Co.,Ltd. (TSE:7740)Key Insights TamronLtd's estimated fair value is JP¥6,632 based on 2 Stage Free Cash Flow to Equity TamronLtd's...New Risk • Mar 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Feb 21Tamron Co.,Ltd. Announces Executive ChangesTamron Co.,Ltd. announced the transition of President & CEO Shogo Sakuraba from Administrativ Management Unit Information management to Administrative Management Unit Compliance; Managing Director Makoto Otani from OEM Component Business Unit Industrial Optics Business Unit Quality Control & Assurance Supervision Unit Optical Design & Engineering R&D Center R&D Technology Center to OEM Component Business Unit Industrial Optics Business Unit Quality Control & Assurance Supervision Uni Optical Design & Engineering R&D Center R&D Technology Center Information management;Managing Director Tomohide Okayasu from Imaging Products Business Unit Procurement Management Unit Corporate Strategy Unit CSR Compliance to Imaging Products Business Unit Procurement Management Unit Corporate Strategy Unit CSR; effective as of March 27, 2024.Mikio Kimura from Senior Executive Officer General Manager Aomori Factory to Senior Executive Officer General Manager Aomori Factory Manager Assembly Production Dept., Aomori Factory . Effective as of March 1, 2024.お知らせ • Feb 10Tamron Co. Ltd. Provides Dividend Guidance for the Year Ending December 31, 2024Tamron Co. Ltd. provided dividend guidance for the Year Ending December 31, 2024. For the period, the company expects dividend to be JPY 80 per share against the pervious guidance of JPY 135 per share.お知らせ • Feb 09+ 1 more updateTamron Co.,Ltd. Provides Consolidated Financial Forecast for the First Half and Fiscal Year Ending December 31, 2024Tamron Co.,Ltd. provided consolidated financial forecast for the first half and fiscal year ending December 31, 2024. For the first half, the company expects Net Sales to be JPY 34,300 million, Operating Income to be JPY 6,200 million, Profit attributable to owners of parent to be JPY 4,650 million, Net Income per Share to be JPY 222.40.For the full year, the company expects Net Sales to be JPY 75,500 million, Operating Income to be JPY 14,300 million, Profit attributable to owners of parent to be JPY 10,730 million, Net Income per Share to be JPY 256.49.お知らせ • Feb 08Tamron Co., Ltd. Announces Change of Policy on Distribution of ProfitsTamron Co. Ltd. announced that at a meeting of the Board of Directors held on February 8, 2024, it has decided to change the policy on distribution of profits. Details are as follows. 1. Reason for Change: The Company will change the profit distribution policy for the purpose of further increasing its corporate value by stepping up the distribution of profits to shareholders and adopting a more flexible capital policy, including share buybacks. Before change: The Company's basic profit allocation policy is to continue to allocate profits to shareholders in a stable manner by taking into account R&D and capital investment in an effort to strengthen its management structure and develop new businesses based on a long- term view, and by endeavoring to allocate profits based on business performance with a focus on continuous profit distribution with the payout ratio of approximately 35%. After change: The Company will continue to pay dividends with a payout ratio of approximately 40% by taking into account R&D and capital investment in an effort to strengthen its management structure and develop new businesses based on a long-term view, and by endeavoring to allocate profits based on business performance. The Company will focus on continuous profit allocation to shareholders in a stable manner, and the minimum annual dividend per share will be 100 yen. In addition to dividends, the Company will also carry out flexible share buybacks with a total return ratio of approximately 60% in order to further enhance the shareholder returns. The change will apply from the fiscal year ending December 31, 2024.お知らせ • Dec 21+ 1 more updateTamron Co.,Ltd. to Report Fiscal Year 2023 Results on Feb 08, 2024Tamron Co.,Ltd. announced that they will report fiscal year 2023 results on Feb 08, 2024Upcoming Dividend • Dec 21Upcoming dividend of JP¥135 per share at 2.3% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 01 April 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.7%).お知らせ • Dec 19Tamron Co.,Ltd., Annual General Meeting, Mar 27, 2024Tamron Co.,Ltd., Annual General Meeting, Mar 27, 2024.お知らせ • Dec 05+ 1 more updateTamron Co.,Ltd. Revises Consolidated Financial Forecast for the Fiscal Year Ending December 31, 2023Tamron Co.,Ltd. revises consolidated financial forecast for the fiscal year ending December 31, 2023. For the year, the company expects Net Sales to be JPY 72,200 million compared to previous guidance of JPY 71,000 million. Operating Income to be JPY 13,100 million compared to previous guidance of JPY 12,500 million. Profit attributable to owners of parent to be JPY 9,990 million compared to previous guidance of JPY 9,400 million. Net Income per Share to be JPY 477.80 compared to previous guidance of JPY 449.58.Price Target Changed • Nov 22Price target increased by 7.2% to JP¥5,200Up from JP¥4,850, the current price target is an average from 4 analysts. New target price is 19% above last closing price of JP¥4,365. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥466 for next year compared to JP¥400 last year.お知らせ • Nov 21Tamron Co.,Ltd. Announces Resignation of Hiroshi Otsuka as DirectorTamron Co. Ltd. announced that it has accepted the resignation of Director as follows. Resigned Director: Hiroshi Otsuka. Effective date: November 21, 2023. Reason for the resignation: After the Company announced "Announcement of investigation report from the Special Investigation Committee" on November 2, 2023, Mr. Otsuka admitted his involvement and offered his resignation as Director. Others: Even after the resignation, the number of directors required by law and the articles of incorporation has been satisfied.Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: JP¥126 (vs JP¥108 in 3Q 2022)Third quarter 2023 results: EPS: JP¥126 (up from JP¥108 in 3Q 2022). Revenue: JP¥19.0b (up 19% from 3Q 2022). Net income: JP¥2.63b (up 16% from 3Q 2022). Profit margin: 14% (in line with 3Q 2022). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Consumer Durables 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 39% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 27Tamron Co.,Ltd. to Report Q3, 2023 Results on Nov 02, 2023Tamron Co.,Ltd. announced that they will report Q3, 2023 results on Nov 02, 2023Price Target Changed • Aug 30Price target increased by 8.9% to JP¥4,875Up from JP¥4,475, the current price target is an average from 4 analysts. New target price is 10% above last closing price of JP¥4,430. Stock is up 45% over the past year. The company is forecast to post earnings per share of JP¥464 for next year compared to JP¥400 last year.お知らせ • Aug 25+ 1 more updateTamron Co.,Ltd. Announces Executive ChangesTamron Co.,Ltd. announced that it has accepted former President & CEO Shiro Ajisaka's offer to resign as President & CEO and Director, and appointed Shogo Sakuraba. President & CEO. Effective date: August 22, 2023. Career of the new President & CEO. Date of birth is April 1,1958. Career: April 1981 Joined Tamron Co. Ltd. January 2005-Executive Officer, General Manager, Optical Design & Engineering R&D Center. January 2008-Senior Executive Officer, General Manager, Optical Design & Engineering R&D Center. March 2014-Director. March 2016- Corporate Vice President.Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: JP¥143 (vs JP¥136 in 2Q 2022)Second quarter 2023 results: EPS: JP¥143 (up from JP¥136 in 2Q 2022). Revenue: JP¥18.2b (up 2.0% from 2Q 2022). Net income: JP¥2.98b (up 4.9% from 2Q 2022). Profit margin: 16% (in line with 2Q 2022). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jul 14Price target increased by 18% to JP¥4,475Up from JP¥3,800, the current price target is an average from 4 analysts. New target price is 15% above last closing price of JP¥3,890. Stock is up 47% over the past year. The company is forecast to post earnings per share of JP¥422 for next year compared to JP¥400 last year.お知らせ • Jun 22Tamron Co.,Ltd. to Report Q2, 2023 Results on Aug 08, 2023Tamron Co.,Ltd. announced that they will report Q2, 2023 results on Aug 08, 2023Upcoming Dividend • Jun 22Upcoming dividend of JP¥30.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 01 September 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.6%).お知らせ • Jun 21Tamron Co.,Ltd. Revises Interim Dividend Forecast for the Fiscal Year Ending December 31, 2023Tamron Co.,Ltd. provided revised interim dividend forecast for the fiscal year ending December 31, 2023. For the period, the company revised dividend to JPY 35.00 per share against previous guidance of JPY 30.00 per share.Buying Opportunity • May 30Now 20% undervaluedOver the last 90 days, the stock is up 7.8%. The fair value is estimated to be JP¥4,407, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings is forecast to decline by 1.7% per annum over the same time period.Reported Earnings • Apr 01Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥400 (up from JP¥248 in FY 2021). Revenue: JP¥63.4b (up 10% from FY 2021). Net income: JP¥8.35b (up 61% from FY 2021). Profit margin: 13% (up from 9.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 4.7%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Durables 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 24% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 10Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥400 (up from JP¥248 in FY 2021). Revenue: JP¥63.4b (up 10% from FY 2021). Net income: JP¥8.35b (up 61% from FY 2021). Profit margin: 13% (up from 9.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 4.7%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Durables 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 5% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 08+ 2 more updatesTamron Co.,Ltd., Annual General Meeting, Mar 29, 2023Tamron Co.,Ltd., Annual General Meeting, Mar 29, 2023.収支内訳TamronLtd の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:7740 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 2684,10511,63213,5547,31331 Dec 2585,07111,76113,4667,31330 Sep 2583,12212,35713,6057,09230 Jun 2585,33613,36913,4417,09231 Mar 2588,10714,02313,4337,09231 Dec 2488,47514,52613,0927,09230 Sep 2488,09915,08413,2556,16930 Jun 2483,52713,52112,8776,16931 Mar 2476,72411,80912,2826,16931 Dec 2371,42610,81211,8806,16930 Sep 2367,5129,48312,2835,39830 Jun 2364,4989,11411,9425,39831 Mar 2364,1468,97611,4705,39831 Dec 2263,4458,35011,1865,39830 Sep 2262,2627,92411,1645,02830 Jun 2261,3507,05310,8295,02831 Mar 2258,7525,84910,8025,02831 Dec 2157,5395,17310,7705,02830 Sep 2157,8004,55110,5914,68730 Jun 2155,3673,80010,2974,68731 Mar 2149,9382,5349,6214,68731 Dec 2048,3751,9589,8874,68730 Sep 2051,8003,12210,3015,24830 Jun 2055,1654,24210,9735,24831 Mar 2061,2675,29411,9915,24831 Dec 1963,2855,33011,9985,24830 Sep 1962,9655,21612,7354,36130 Jun 1962,2594,67612,5874,36131 Mar 1962,4304,53212,3654,36131 Dec 1861,8154,33012,1204,36130 Sep 1861,9663,95612,2574,03830 Jun 1862,1563,51112,1884,03831 Mar 1861,4482,96612,1484,03831 Dec 1760,4962,83812,3124,03830 Sep 1758,4602,02612,2863,94630 Jun 1756,3161,46012,0573,94631 Mar 1757,5921,80912,3423,94631 Dec 1659,9031,48212,5933,94630 Sep 1663,0171,61213,2013,98630 Jun 1667,2102,30413,8143,98631 Mar 1668,9342,04014,0473,98631 Dec 1571,9464,04814,1013,98630 Sep 1575,3064,68115,0203,61930 Jun 1576,0864,70414,7603,619質の高い収益: 7740は 高品質の収益 を持っています。利益率の向上: 7740の現在の純利益率 (13.8%)は、昨年(15.9%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 7740の収益は過去 5 年間で年間22.7%増加しました。成長の加速: 7740は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 7740は過去 1 年間で収益成長率がマイナス ( -17.1% ) となったため、 Consumer Durables業界平均 ( 18.9% ) と比較することが困難です。株主資本利益率高いROE: 7740の 自己資本利益率 ( 13.7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YConsumer-durables 、過去の業績が好調な企業。View Financial Health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2026/06/17 17:14終値2026/06/17 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表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Tamron Co.,Ltd. 3 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。13 アナリスト機関Masahiro NakanomyoBarclaysMasahiro ShibanoCitigroup IncYu YoshidaDeutsche Bank10 その他のアナリストを表示
お知らせ • 4hTamron Co.,Ltd. to Report Q2, 2026 Results on Aug 07, 2026Tamron Co.,Ltd. announced that they will report Q2, 2026 results at 9:00 AM, Tokyo Standard Time on Aug 07, 2026
Reported Earnings • May 06First quarter 2026 earnings released: EPS: JP¥16.82 (vs JP¥17.44 in 1Q 2025)First quarter 2026 results: EPS: JP¥16.82 (down from JP¥17.44 in 1Q 2025). Revenue: JP¥18.5b (down 5.0% from 1Q 2025). Net income: JP¥2.71b (down 4.5% from 1Q 2025). Profit margin: 15% (in line with 1Q 2025). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 17Tamron Co.,Ltd. to Report Q1, 2026 Results on May 01, 2026Tamron Co.,Ltd. announced that they will report Q1, 2026 results on May 01, 2026
Reported Earnings • Feb 07Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥72.78 (down from JP¥87.90 in FY 2024). Revenue: JP¥85.1b (down 3.8% from FY 2024). Net income: JP¥11.8b (down 19% from FY 2024). Profit margin: 14% (down from 16% in FY 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 6.4%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 17Tamron Co.,Ltd. to Report Fiscal Year 2025 Results on Feb 06, 2026Tamron Co.,Ltd. announced that they will report fiscal year 2025 results on Feb 06, 2026
Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: JP¥19.72 (vs JP¥25.42 in 3Q 2024)Third quarter 2025 results: EPS: JP¥19.72 (down from JP¥25.42 in 3Q 2024). Revenue: JP¥21.4b (down 9.4% from 3Q 2024). Net income: JP¥3.18b (down 24% from 3Q 2024). Profit margin: 15% (down from 18% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • 4hTamron Co.,Ltd. to Report Q2, 2026 Results on Aug 07, 2026Tamron Co.,Ltd. announced that they will report Q2, 2026 results at 9:00 AM, Tokyo Standard Time on Aug 07, 2026
Valuation Update With 7 Day Price Move • 9hInvestor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥1,271, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 182% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,653 per share.
お知らせ • Jun 16Tamron Co.,Ltd. Revises Dividend Guidance for the Interim and Year End of Fiscal Year Ending December 31, 2026Tamron Co.,Ltd. revised dividend guidance for the interim and year end of fiscal year ending December 31, 2026. The company revised interim dividend to JPY 20.00 per share as compared to previous forecast of JPY 10.50 per share. The company revised year end dividend to JPY 31.00 per share as compared to previous forecast of JPY 26.50 per share. Reasons for the revision; In light of the business performance trends and other factors, the Company will return profits in line with the target total return ratio of 60% set under its current shareholder return policy. At the same time, as announced in the Notice of Renewal of Quantitative Targets under Long-term Vision and Development of Outline of Value Up29, the Next Medium-term Management Plan (the "Outline of the Next MTMP") dated June 16, 2026, the Company aims to strengthen its stable, long-term return of profits under the next Medium-term Management Plan. In consideration of this policy, the Company has decided to raise its interim dividend forecast by JPY 9.5 and the year-end dividend forecast by JPY 4.5, bringing the total annual dividend to JPY 51 per share. This will result in the interim dividend doubling year-on-year, increasing by JPY 10.00, and the annual dividend will increase by JPY 14.75. The payout ratio is expected to be 60.1%.
Reported Earnings • May 06First quarter 2026 earnings released: EPS: JP¥16.82 (vs JP¥17.44 in 1Q 2025)First quarter 2026 results: EPS: JP¥16.82 (down from JP¥17.44 in 1Q 2025). Revenue: JP¥18.5b (down 5.0% from 1Q 2025). Net income: JP¥2.71b (down 4.5% from 1Q 2025). Profit margin: 15% (in line with 1Q 2025). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • May 03Price target increased by 11% to JP¥1,210Up from JP¥1,091, the current price target is an average from 3 analysts. New target price is 13% above last closing price of JP¥1,069. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥86.50 for next year compared to JP¥72.78 last year.
Declared Dividend • Apr 11Final dividend of JP¥10.50 announcedShareholders will receive a dividend of JP¥10.50. Ex-date: 29th June 2026 Payment date: 1st September 2026 Dividend yield will be 3.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 17Tamron Co.,Ltd. to Report Q1, 2026 Results on May 01, 2026Tamron Co.,Ltd. announced that they will report Q1, 2026 results on May 01, 2026
Major Estimate Revision • Feb 25Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥86.9b to JP¥90.8b. EPS estimate increased from JP¥78.14 to JP¥86.74 per share. Net income forecast to grow 19% next year vs 8.4% growth forecast for Consumer Durables industry in Japan. Consensus price target up from JP¥1,091 to JP¥1,127. Share price was steady at JP¥1,035 over the past week.
Price Target Changed • Feb 21Price target increased by 7.9% to JP¥1,150Up from JP¥1,066, the current price target is an average from 3 analysts. New target price is 12% above last closing price of JP¥1,025. Stock is up 6.4% over the past year. The company is forecast to post earnings per share of JP¥85.99 for next year compared to JP¥72.79 last year.
分析記事 • Feb 10Tamron Co.,Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowShareholders might have noticed that Tamron Co.,Ltd. ( TSE:7740 ) filed its annual result this time last week. The...
Reported Earnings • Feb 07Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥72.78 (down from JP¥87.90 in FY 2024). Revenue: JP¥85.1b (down 3.8% from FY 2024). Net income: JP¥11.8b (down 19% from FY 2024). Profit margin: 14% (down from 16% in FY 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 6.4%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 06Tamron Co.,Ltd., Annual General Meeting, Mar 27, 2026Tamron Co.,Ltd., Annual General Meeting, Mar 27, 2026.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥26.25 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 27 March 2026. Payout ratio is on the higher end at 76%, and the cash payout ratio is above 100%. Trailing yield: 6.4%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
お知らせ • Dec 17Tamron Co.,Ltd. to Report Fiscal Year 2025 Results on Feb 06, 2026Tamron Co.,Ltd. announced that they will report fiscal year 2025 results on Feb 06, 2026
Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: JP¥19.72 (vs JP¥25.42 in 3Q 2024)Third quarter 2025 results: EPS: JP¥19.72 (down from JP¥25.42 in 3Q 2024). Revenue: JP¥21.4b (down 9.4% from 3Q 2024). Net income: JP¥3.18b (down 24% from 3Q 2024). Profit margin: 15% (down from 18% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Oct 07Tamron Co.,Ltd.'s (TSE:7740) Intrinsic Value Is Potentially 31% Above Its Share PriceKey Insights The projected fair value for TamronLtd is JP¥1,433 based on 2 Stage Free Cash Flow to Equity TamronLtd is...
お知らせ • Sep 18Tamron Co.,Ltd. to Report Q3, 2025 Results on Nov 06, 2025Tamron Co.,Ltd. announced that they will report Q3, 2025 results on Nov 06, 2025
Declared Dividend • Sep 02First half dividend of JP¥26.25 announcedShareholders will receive a dividend of JP¥26.25. Ex-date: 29th December 2025 Payment date: 27th March 2026 Dividend yield will be 6.6%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (70% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 9.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Aug 28Price target increased by 7.6% to JP¥1,066Up from JP¥991, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥1,020. Stock is down 10% over the past year. The company is forecast to post earnings per share of JP¥83.56 for next year compared to JP¥87.90 last year.
Reported Earnings • Aug 08Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: JP¥22.3b (down 11% from 2Q 2024). Net income: JP¥4.04b (down 14% from 2Q 2024). Profit margin: 18% (in line with 2Q 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 34% per year.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 02 September 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.7%).
お知らせ • Jun 18Tamron Co.,Ltd. to Report Q2, 2025 Results on Aug 07, 2025Tamron Co.,Ltd. announced that they will report Q2, 2025 results on Aug 07, 2025
Price Target Changed • Jun 04Price target decreased by 9.2% to JP¥3,963Down from JP¥4,363, the current price target is an average from 4 analysts. New target price is 16% above last closing price of JP¥3,410. Stock is down 21% over the past year. The company is forecast to post earnings per share of JP¥325 for next year compared to JP¥352 last year.
Reported Earnings • May 04First quarter 2025 earnings released: EPS: JP¥69.73 (vs JP¥80.38 in 1Q 2024)First quarter 2025 results: EPS: JP¥69.73 (down from JP¥80.38 in 1Q 2024). Revenue: JP¥19.5b (down 1.9% from 1Q 2024). Net income: JP¥2.84b (down 15% from 1Q 2024). Profit margin: 15% (down from 17% in 1Q 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 23High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Yasuhiro Shirakawa was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Apr 11Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 27th June 2025 Payment date: 2nd September 2025 Dividend yield will be 4.8%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 9.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 8.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥2,842, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Consumer Durables industry in Japan. Total returns to shareholders of 175% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,590 per share.
分析記事 • Apr 02Is TamronLtd (TSE:7740) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
お知らせ • Mar 19Tamron Co.,Ltd. to Report Q1, 2025 Results on May 02, 2025Tamron Co.,Ltd. announced that they will report Q1, 2025 results on May 02, 2025
分析記事 • Feb 26Is Now The Time To Look At Buying Tamron Co.,Ltd. (TSE:7740)?Tamron Co.,Ltd. ( TSE:7740 ), is not the largest company out there, but it saw significant share price movement during...
Reported Earnings • Feb 08Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥352 (up from JP¥259 in FY 2023). Revenue: JP¥88.5b (up 24% from FY 2023). Net income: JP¥14.5b (up 34% from FY 2023). Profit margin: 16% (up from 15% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.1%. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 07+ 2 more updatesTamron Co.,Ltd., Annual General Meeting, Mar 26, 2025Tamron Co.,Ltd., Annual General Meeting, Mar 26, 2025.
Buy Or Sell Opportunity • Feb 03Now 23% undervaluedOver the last 90 days, the stock has risen 2.5% to JP¥4,380. The fair value is estimated to be JP¥5,659, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 0.5% per annum over the same time period.
分析記事 • Feb 01Estimating The Intrinsic Value Of Tamron Co.,Ltd. (TSE:7740)Key Insights The projected fair value for TamronLtd is JP¥5,669 based on 2 Stage Free Cash Flow to Equity With JP¥4,565...
New Risk • Jan 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.2% average weekly change).
Upcoming Dividend • Dec 20Upcoming dividend of JP¥105 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 28 March 2025. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
お知らせ • Dec 18Tamron Co.,Ltd. to Report Fiscal Year 2024 Results on Feb 07, 2025Tamron Co.,Ltd. announced that they will report fiscal year 2024 results on Feb 07, 2025
Buy Or Sell Opportunity • Dec 06Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.8% to JP¥4,115. The fair value is estimated to be JP¥5,178, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 1.7% per annum. Earnings are also forecast to grow by 0.5% per annum over the same time period.
分析記事 • Nov 08Tamron Co.,Ltd. Just Beat Revenue Estimates By 11%Tamron Co.,Ltd. ( TSE:7740 ) came out with its quarterly results last week, and we wanted to see how the business is...
Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: JP¥102 (vs JP¥62.79 in 3Q 2023)Third quarter 2024 results: EPS: JP¥102 (up from JP¥62.79 in 3Q 2023). Revenue: JP¥23.6b (up 24% from 3Q 2023). Net income: JP¥4.19b (up 60% from 3Q 2023). Profit margin: 18% (up from 14% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Nov 04Unpleasant Surprises Could Be In Store For Tamron Co.,Ltd.'s (TSE:7740) SharesWith a median price-to-earnings (or "P/E") ratio of close to 13x in Japan, you could be forgiven for feeling...
Buy Or Sell Opportunity • Nov 01Now 23% undervaluedOver the last 90 days, the stock has risen 13% to JP¥4,125. The fair value is estimated to be JP¥5,375, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 36%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 2.6% per annum over the same time period.
お知らせ • Sep 27Tamron Co.,Ltd. to Report Q3, 2024 Results on Nov 06, 2024Tamron Co.,Ltd. announced that they will report Q3, 2024 results on Nov 06, 2024
New Risk • Sep 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.4% average weekly change).
分析記事 • Sep 12Is There Now An Opportunity In Tamron Co.,Ltd. (TSE:7740)?While Tamron Co.,Ltd. ( TSE:7740 ) might not have the largest market cap around , it saw a significant share price rise...
Major Estimate Revision • Aug 27Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥80.6b to JP¥85.3b. EPS estimate increased from JP¥294 to JP¥325 per share. Net income forecast to grow 0.7% next year vs 2.3% growth forecast for Consumer Durables industry in Japan. Consensus price target up from JP¥4,163 to JP¥4,513. Share price rose 7.1% to JP¥4,465 over the past week.
Price Target Changed • Aug 23Price target increased by 8.4% to JP¥4,513Up from JP¥4,163, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥4,545. Stock is up 108% over the past year. The company is forecast to post earnings per share of JP¥320 for next year compared to JP¥259 last year.
New Risk • Aug 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Aug 12Second quarter 2024 earnings released: EPS: JP¥114 (vs JP¥71.32 in 2Q 2023)Second quarter 2024 results: EPS: JP¥114 (up from JP¥71.32 in 2Q 2023). Revenue: JP¥25.0b (up 37% from 2Q 2023). Net income: JP¥4.69b (up 57% from 2Q 2023). Profit margin: 19% (up from 16% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year whereas the company’s share price has increased by 43% per year.
Declared Dividend • Aug 10Dividend of JP¥90.00 announcedShareholders will receive a dividend of JP¥90.00. Ex-date: 27th December 2024 Payment date: 28th March 2025 Dividend yield will be 4.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but not adequately covered by cash flows (90.3% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 5.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 08+ 1 more updateTamron Co.,Ltd. Revises Cash Dividend Forecast for the Fiscal Year 2024Tamron Co.,Ltd. revised cash dividend forecast for the fiscal year 2024. For the year, the company now expects dividend of JPY 90.00 per share against previous guidance of JPY 80.00 per share.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to JP¥3,085, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Consumer Durables industry in Japan. Total returns to shareholders of 150% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,982 per share.
分析記事 • Aug 04Tamron Co.,Ltd.'s (TSE:7740) Shares May Have Run Too Fast Too SoonIt's not a stretch to say that Tamron Co.,Ltd.'s ( TSE:7740 ) price-to-earnings (or "P/E") ratio of 12.8x right now...
Buy Or Sell Opportunity • Jul 24Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to JP¥4,355. The fair value is estimated to be JP¥3,520, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 0.7% per annum over the same time period.
お知らせ • Jul 23Tamron Co.,Ltd. Revises Earnings Guidance for the First Half Ending on June 30, 2024Tamron Co.,Ltd. revised earnings guidance first half ending on June 30, 2024. For the period, the company expects net sales of JPY 44,000 million, Operating Income of JPY 10,800 million, Profit attributable to owners of parent of JPY 8,000 million, Net Income per Share of JPY 386.37 compared to the previous guidance of JPY 41,000 million, Operating income of JPY 8,400 million, Profit attributable to owners of parent of JPY 6,300 million, Net Income per Share of JPY 304.27 provided earlier.
Price Target Changed • Jul 20Price target increased by 13% to JP¥4,163Up from JP¥3,669, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥4,310. Stock is up 104% over the past year. The company is forecast to post earnings per share of JP¥294 for next year compared to JP¥259 last year.
Buy Or Sell Opportunity • Jul 01Now 16% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to JP¥4,195. The fair value is estimated to be JP¥3,615, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 0.6% per annum over the same time period.
お知らせ • Jun 20Tamron Co.,Ltd. to Report Q2, 2024 Results on Aug 08, 2024Tamron Co.,Ltd. announced that they will report Q2, 2024 results on Aug 08, 2024
分析記事 • Jun 19TamronLtd (TSE:7740) Will Pay A Dividend Of ¥50.00Tamron Co.,Ltd.'s ( TSE:7740 ) investors are due to receive a payment of ¥50.00 per share on 2nd of September. This...
Buy Or Sell Opportunity • Jun 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to JP¥8,500. The fair value is estimated to be JP¥6,999, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 0.6% per annum over the same time period.
Board Change • Jun 19Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Outside Director Fumio Suzuki was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Apr 28Tamron Co.,Ltd. Provides Consolidated Earnings Guidance for the First Half and Full Year 2024Tamron Co.,Ltd. provided consolidated earnings guidance for the first half and full year 2024. For the first half, the company expected net sales of JPY 41,600 million, operating income of JPY 8,400 million, profit attributable to owners of parent of JPY 6,300 million and profit per share of JPY 304.27.For the full year, the company expected net sales of JPY 75,500 million, operating income of JPY 14,300 million, profit attributable to owners of parent of JPY 10,730 million and profit per share of JPY 256.49.
お知らせ • Mar 21Tamron Co.,Ltd. to Report Q1, 2024 Results on Apr 26, 2024Tamron Co.,Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024
分析記事 • Mar 19A Look At The Fair Value Of Tamron Co.,Ltd. (TSE:7740)Key Insights TamronLtd's estimated fair value is JP¥6,632 based on 2 Stage Free Cash Flow to Equity TamronLtd's...
New Risk • Mar 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Feb 21Tamron Co.,Ltd. Announces Executive ChangesTamron Co.,Ltd. announced the transition of President & CEO Shogo Sakuraba from Administrativ Management Unit Information management to Administrative Management Unit Compliance; Managing Director Makoto Otani from OEM Component Business Unit Industrial Optics Business Unit Quality Control & Assurance Supervision Unit Optical Design & Engineering R&D Center R&D Technology Center to OEM Component Business Unit Industrial Optics Business Unit Quality Control & Assurance Supervision Uni Optical Design & Engineering R&D Center R&D Technology Center Information management;Managing Director Tomohide Okayasu from Imaging Products Business Unit Procurement Management Unit Corporate Strategy Unit CSR Compliance to Imaging Products Business Unit Procurement Management Unit Corporate Strategy Unit CSR; effective as of March 27, 2024.Mikio Kimura from Senior Executive Officer General Manager Aomori Factory to Senior Executive Officer General Manager Aomori Factory Manager Assembly Production Dept., Aomori Factory . Effective as of March 1, 2024.
お知らせ • Feb 10Tamron Co. Ltd. Provides Dividend Guidance for the Year Ending December 31, 2024Tamron Co. Ltd. provided dividend guidance for the Year Ending December 31, 2024. For the period, the company expects dividend to be JPY 80 per share against the pervious guidance of JPY 135 per share.
お知らせ • Feb 09+ 1 more updateTamron Co.,Ltd. Provides Consolidated Financial Forecast for the First Half and Fiscal Year Ending December 31, 2024Tamron Co.,Ltd. provided consolidated financial forecast for the first half and fiscal year ending December 31, 2024. For the first half, the company expects Net Sales to be JPY 34,300 million, Operating Income to be JPY 6,200 million, Profit attributable to owners of parent to be JPY 4,650 million, Net Income per Share to be JPY 222.40.For the full year, the company expects Net Sales to be JPY 75,500 million, Operating Income to be JPY 14,300 million, Profit attributable to owners of parent to be JPY 10,730 million, Net Income per Share to be JPY 256.49.
お知らせ • Feb 08Tamron Co., Ltd. Announces Change of Policy on Distribution of ProfitsTamron Co. Ltd. announced that at a meeting of the Board of Directors held on February 8, 2024, it has decided to change the policy on distribution of profits. Details are as follows. 1. Reason for Change: The Company will change the profit distribution policy for the purpose of further increasing its corporate value by stepping up the distribution of profits to shareholders and adopting a more flexible capital policy, including share buybacks. Before change: The Company's basic profit allocation policy is to continue to allocate profits to shareholders in a stable manner by taking into account R&D and capital investment in an effort to strengthen its management structure and develop new businesses based on a long- term view, and by endeavoring to allocate profits based on business performance with a focus on continuous profit distribution with the payout ratio of approximately 35%. After change: The Company will continue to pay dividends with a payout ratio of approximately 40% by taking into account R&D and capital investment in an effort to strengthen its management structure and develop new businesses based on a long-term view, and by endeavoring to allocate profits based on business performance. The Company will focus on continuous profit allocation to shareholders in a stable manner, and the minimum annual dividend per share will be 100 yen. In addition to dividends, the Company will also carry out flexible share buybacks with a total return ratio of approximately 60% in order to further enhance the shareholder returns. The change will apply from the fiscal year ending December 31, 2024.
お知らせ • Dec 21+ 1 more updateTamron Co.,Ltd. to Report Fiscal Year 2023 Results on Feb 08, 2024Tamron Co.,Ltd. announced that they will report fiscal year 2023 results on Feb 08, 2024
Upcoming Dividend • Dec 21Upcoming dividend of JP¥135 per share at 2.3% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 01 April 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.7%).
お知らせ • Dec 19Tamron Co.,Ltd., Annual General Meeting, Mar 27, 2024Tamron Co.,Ltd., Annual General Meeting, Mar 27, 2024.
お知らせ • Dec 05+ 1 more updateTamron Co.,Ltd. Revises Consolidated Financial Forecast for the Fiscal Year Ending December 31, 2023Tamron Co.,Ltd. revises consolidated financial forecast for the fiscal year ending December 31, 2023. For the year, the company expects Net Sales to be JPY 72,200 million compared to previous guidance of JPY 71,000 million. Operating Income to be JPY 13,100 million compared to previous guidance of JPY 12,500 million. Profit attributable to owners of parent to be JPY 9,990 million compared to previous guidance of JPY 9,400 million. Net Income per Share to be JPY 477.80 compared to previous guidance of JPY 449.58.
Price Target Changed • Nov 22Price target increased by 7.2% to JP¥5,200Up from JP¥4,850, the current price target is an average from 4 analysts. New target price is 19% above last closing price of JP¥4,365. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥466 for next year compared to JP¥400 last year.
お知らせ • Nov 21Tamron Co.,Ltd. Announces Resignation of Hiroshi Otsuka as DirectorTamron Co. Ltd. announced that it has accepted the resignation of Director as follows. Resigned Director: Hiroshi Otsuka. Effective date: November 21, 2023. Reason for the resignation: After the Company announced "Announcement of investigation report from the Special Investigation Committee" on November 2, 2023, Mr. Otsuka admitted his involvement and offered his resignation as Director. Others: Even after the resignation, the number of directors required by law and the articles of incorporation has been satisfied.
Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: JP¥126 (vs JP¥108 in 3Q 2022)Third quarter 2023 results: EPS: JP¥126 (up from JP¥108 in 3Q 2022). Revenue: JP¥19.0b (up 19% from 3Q 2022). Net income: JP¥2.63b (up 16% from 3Q 2022). Profit margin: 14% (in line with 3Q 2022). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Consumer Durables 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 39% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 27Tamron Co.,Ltd. to Report Q3, 2023 Results on Nov 02, 2023Tamron Co.,Ltd. announced that they will report Q3, 2023 results on Nov 02, 2023
Price Target Changed • Aug 30Price target increased by 8.9% to JP¥4,875Up from JP¥4,475, the current price target is an average from 4 analysts. New target price is 10% above last closing price of JP¥4,430. Stock is up 45% over the past year. The company is forecast to post earnings per share of JP¥464 for next year compared to JP¥400 last year.
お知らせ • Aug 25+ 1 more updateTamron Co.,Ltd. Announces Executive ChangesTamron Co.,Ltd. announced that it has accepted former President & CEO Shiro Ajisaka's offer to resign as President & CEO and Director, and appointed Shogo Sakuraba. President & CEO. Effective date: August 22, 2023. Career of the new President & CEO. Date of birth is April 1,1958. Career: April 1981 Joined Tamron Co. Ltd. January 2005-Executive Officer, General Manager, Optical Design & Engineering R&D Center. January 2008-Senior Executive Officer, General Manager, Optical Design & Engineering R&D Center. March 2014-Director. March 2016- Corporate Vice President.
Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: JP¥143 (vs JP¥136 in 2Q 2022)Second quarter 2023 results: EPS: JP¥143 (up from JP¥136 in 2Q 2022). Revenue: JP¥18.2b (up 2.0% from 2Q 2022). Net income: JP¥2.98b (up 4.9% from 2Q 2022). Profit margin: 16% (in line with 2Q 2022). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jul 14Price target increased by 18% to JP¥4,475Up from JP¥3,800, the current price target is an average from 4 analysts. New target price is 15% above last closing price of JP¥3,890. Stock is up 47% over the past year. The company is forecast to post earnings per share of JP¥422 for next year compared to JP¥400 last year.
お知らせ • Jun 22Tamron Co.,Ltd. to Report Q2, 2023 Results on Aug 08, 2023Tamron Co.,Ltd. announced that they will report Q2, 2023 results on Aug 08, 2023
Upcoming Dividend • Jun 22Upcoming dividend of JP¥30.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 01 September 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.6%).
お知らせ • Jun 21Tamron Co.,Ltd. Revises Interim Dividend Forecast for the Fiscal Year Ending December 31, 2023Tamron Co.,Ltd. provided revised interim dividend forecast for the fiscal year ending December 31, 2023. For the period, the company revised dividend to JPY 35.00 per share against previous guidance of JPY 30.00 per share.
Buying Opportunity • May 30Now 20% undervaluedOver the last 90 days, the stock is up 7.8%. The fair value is estimated to be JP¥4,407, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings is forecast to decline by 1.7% per annum over the same time period.
Reported Earnings • Apr 01Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥400 (up from JP¥248 in FY 2021). Revenue: JP¥63.4b (up 10% from FY 2021). Net income: JP¥8.35b (up 61% from FY 2021). Profit margin: 13% (up from 9.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 4.7%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Durables 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 24% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 10Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥400 (up from JP¥248 in FY 2021). Revenue: JP¥63.4b (up 10% from FY 2021). Net income: JP¥8.35b (up 61% from FY 2021). Profit margin: 13% (up from 9.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 4.7%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Durables 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 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 08+ 2 more updatesTamron Co.,Ltd., Annual General Meeting, Mar 29, 2023Tamron Co.,Ltd., Annual General Meeting, Mar 29, 2023.