View Future GrowthNoritsu Koki 過去の業績過去 基準チェック /56Noritsu Kokiは、平均年間30.1%の収益成長を遂げていますが、 Leisure業界の収益は、年間 成長しています。収益は、平均年間15.3% 14.5%収益成長率で 成長しています。 Noritsu Kokiの自己資本利益率は8.1%であり、純利益率は14%です。主要情報30.07%収益成長率30.17%EPS成長率Leisure 業界の成長22.02%収益成長率14.52%株主資本利益率8.08%ネット・マージン13.96%次回の業績アップデート14 Aug 2026最近の業績更新お知らせ • Jun 03Noritsu Koki Co., Ltd. to Report Q2, 2026 Results on Aug 14, 2026Noritsu Koki Co., Ltd. announced that they will report Q2, 2026 results at 9:00 AM, Tokyo Standard Time on Aug 14, 2026Reported Earnings • May 20First quarter 2026 earnings released: EPS: JP¥52.71 (vs JP¥26.36 in 1Q 2025)First quarter 2026 results: EPS: JP¥52.71 (up from JP¥26.36 in 1Q 2025). Revenue: JP¥40.3b (up 48% from 1Q 2025). Net income: JP¥5.65b (up 100% from 1Q 2025). Profit margin: 14% (up from 10% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Leisure 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 increased by 39% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 14Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥147 (up from JP¥133 in FY 2024). Revenue: JP¥119.2b (up 12% from FY 2024). Net income: JP¥15.6b (up 10.0% from FY 2024). Profit margin: 13% (in line with FY 2024). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 6.3%. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Leisure 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 increased by 48% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 18Noritsu Koki Co., Ltd. to Report Fiscal Year 2025 Results on Feb 13, 2026Noritsu Koki Co., Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Feb 13, 2026Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: JP¥57.26 (vs JP¥13.48 in 3Q 2024)Third quarter 2025 results: EPS: JP¥57.26 (up from JP¥13.48 in 3Q 2024). Revenue: JP¥30.4b (up 19% from 3Q 2024). Net income: JP¥6.07b (up 321% from 3Q 2024). Profit margin: 20% (up from 5.6% in 3Q 2024). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Leisure industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 04Noritsu Koki Co., Ltd. to Report Q3, 2025 Results on Nov 14, 2025Noritsu Koki Co., Ltd. announced that they will report Q3, 2025 results on Nov 14, 2025すべての更新を表示Recent updatesお知らせ • Jun 03Noritsu Koki Co., Ltd. to Report Q2, 2026 Results on Aug 14, 2026Noritsu Koki Co., Ltd. announced that they will report Q2, 2026 results at 9:00 AM, Tokyo Standard Time on Aug 14, 2026Reported Earnings • May 20First quarter 2026 earnings released: EPS: JP¥52.71 (vs JP¥26.36 in 1Q 2025)First quarter 2026 results: EPS: JP¥52.71 (up from JP¥26.36 in 1Q 2025). Revenue: JP¥40.3b (up 48% from 1Q 2025). Net income: JP¥5.65b (up 100% from 1Q 2025). Profit margin: 14% (up from 10% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Leisure 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 increased by 39% per year, which means it is tracking significantly ahead of earnings growth.ライブニュース • May 16Noritsu Koki Sees Q1 Growth With SENQCIA and Alpha Theta as Management Flags Cautious OutlookNoritsu Koki reported strong FY26 Q1 growth, with performance supported by SENQCIA and Alpha Theta as well as the impact of a weak yen. The consolidation of SENQCIA contributed to higher revenue and profit in the quarter. Management kept a cautious full-year outlook, citing supply chain disruptions and geopolitical risks, and released detailed Q1 and full-year forecast materials to improve transparency. The combination of business expansion, currency effects and the SENQCIA consolidation indicates that multiple drivers are currently supporting Noritsu Koki’s results, even as management acknowledges external headwinds. For investors, the key trade-off is between the current growth momentum and the company’s own caution regarding supply chain and geopolitical risk. It may be useful to monitor any updates to full-year guidance and segment-level trends in SENQCIA and Alpha Theta.Declared Dividend • Apr 11Final dividend of JP¥37.00 announcedShareholders will receive a dividend of JP¥37.00. Ex-date: 29th June 2026 Payment date: 1st September 2026 Dividend yield will be 3.4%, 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 (47% cash payout ratio). The dividend has increased by an average of 40% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Mar 04Price target increased by 20% to JP¥3,110Up from JP¥2,600, the current price target is provided by 1 analyst. New target price is 47% above last closing price of JP¥2,122. Stock is up 42% over the past year. The company is forecast to post earnings per share of JP¥168 for next year compared to JP¥147 last year.お知らせ • Feb 16Noritsu Koki Co., Ltd., Annual General Meeting, Mar 26, 2026Noritsu Koki Co., Ltd., Annual General Meeting, Mar 26, 2026.Reported Earnings • Feb 14Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥147 (up from JP¥133 in FY 2024). Revenue: JP¥119.2b (up 12% from FY 2024). Net income: JP¥15.6b (up 10.0% from FY 2024). Profit margin: 13% (in line with FY 2024). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 6.3%. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Leisure 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 increased by 48% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 14+ 2 more updatesNoritsu Koki Co., Ltd. Announces Cash Dividend for the Fiscal Year Ended December 31, 2025, Payable on March 27, 2026Noritsu Koki Co., Ltd. announced cash dividend of JPY 37.00 per share for the fiscal year ended December 31, 2025 as compared to dividend of JPY 123.00 per share a year ago. The Company conducted a 3-for-1 stock split of its common stock, effective July 1, 2025. The year-end dividend per share forecast for the fiscal year ended December 31, 2025, reflects the impact of the stock split. Scheduled date to commence dividend payments: March 27, 2026.お知らせ • Feb 02Noritsu Koki Co., Ltd. (TSE:7744) completed the acquisition of Senqcia Corporation from Lone Star Fund XI, L.P., a fund managed by Lone Star Americas Acquisitions, Inc.Noritsu Koki Co., Ltd. (TSE:7744) entered into a definitive agreement to acquire Senqcia Corporation from Lone Star Fund XI, L.P., a fund managed by Lone Star Americas Acquisitions, Inc. for ¥69 billion on January 15, 2026. A cash consideration of ¥69 billion will be paid by Noritsu Koki Co., Ltd. As part of consideration, ¥69 billion is paid towards common equity of Senqcia Corporation. The transaction will be financed through of cash on hand of ¥30 billion together with an additional ¥50 billion raised through a bridge loan. For this transaction, Senqcia Corporation's enterprise value has been calculated at approximately ¥80 billion. For the period ending March 31, 2025, Senqcia Corporation reported total revenue of ¥35.41 billion, EBIT of ¥5.13 billion, EBITDA of ¥9.19 billion and net income of ¥2.12 billion. As of March 31, 2025, Senqcia Corporation reported total assets of ¥75.96 billion total common equity of ¥29.26 billion. The transaction is subject to customary closing conditions and approvals. The expected completion of the transaction is February 2, 2026. Noritsu Koki Co., Ltd. (TSE:7744) completed the acquisition of Senqcia Corporation from Lone Star Fund XI, L.P., a fund managed by Lone Star Americas Acquisitions, Inc. on February 2, 2026.Upcoming Dividend • Dec 22Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 30 March 2026. Payout ratio is a comfortable 26% 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 (2.2%).分析記事 • Dec 18Noritsu Koki Co., Ltd.'s (TSE:7744) Share Price Is Matching Sentiment Around Its EarningsWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider...お知らせ • Dec 18Noritsu Koki Co., Ltd. to Report Fiscal Year 2025 Results on Feb 13, 2026Noritsu Koki Co., Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Feb 13, 2026Major Estimate Revision • Dec 04Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥113.8b to JP¥116.9b. EPS estimate increased from JP¥119 to JP¥138 per share. Net income forecast to shrink 6.0% next year vs 1.4% growth forecast for Leisure industry in Japan . Consensus price target up from JP¥2,573 to JP¥2,633. Share price was steady at JP¥1,808 over the past week.分析記事 • Nov 18We Ran A Stock Scan For Earnings Growth And Noritsu Koki (TSE:7744) Passed With EaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: JP¥57.26 (vs JP¥13.48 in 3Q 2024)Third quarter 2025 results: EPS: JP¥57.26 (up from JP¥13.48 in 3Q 2024). Revenue: JP¥30.4b (up 19% from 3Q 2024). Net income: JP¥6.07b (up 321% from 3Q 2024). Profit margin: 20% (up from 5.6% in 3Q 2024). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Leisure industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 04Noritsu Koki Co., Ltd. to Report Q3, 2025 Results on Nov 14, 2025Noritsu Koki Co., Ltd. announced that they will report Q3, 2025 results on Nov 14, 2025Declared Dividend • Sep 02First half dividend of JP¥37.00 announcedShareholders will receive a dividend of JP¥37.00. Ex-date: 29th December 2025 Payment date: 30th March 2026 Dividend yield will be 8.7%, 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 (67% cash payout ratio). The dividend has increased by an average of 39% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Major Estimate Revision • Aug 26Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥112.0b to JP¥113.8b. EPS estimate increased from JP¥105 to JP¥119 per share. Net income forecast to grow 12% next year vs 8.1% growth forecast for Leisure industry in Japan. Consensus price target up from JP¥2,418 to JP¥2,573. Share price rose 4.9% to JP¥1,684 over the past week.分析記事 • Jul 24Noritsu Koki (TSE:7744) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Upcoming Dividend • Jun 20Upcoming dividend of JP¥110 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 02 September 2025. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.9%).お知らせ • Jun 03Noritsu Koki Co., Ltd. to Report Q2, 2025 Results on Aug 08, 2025Noritsu Koki Co., Ltd. announced that they will report Q2, 2025 results on Aug 08, 2025Declared Dividend • May 15Dividend of JP¥110 announcedShareholders will receive a dividend of JP¥110. Ex-date: 27th June 2025 Payment date: 2nd September 2025 Dividend yield will be 5.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 39% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 10First quarter 2025 earnings released: EPS: JP¥79.07 (vs JP¥146 in 1Q 2024)First quarter 2025 results: EPS: JP¥79.07 (down from JP¥146 in 1Q 2024). Revenue: JP¥27.2b (up 1.0% from 1Q 2024). Net income: JP¥2.82b (down 46% from 1Q 2024). Profit margin: 10% (down from 19% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Industrials industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 28Risks To Shareholder Returns Are Elevated At These Prices For Noritsu Koki Co., Ltd. (TSE:7744)With a median price-to-earnings (or "P/E") ratio of close to 13x in Japan, you could be forgiven for feeling...New Risk • Apr 08New 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 6.2% 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 (6.2% average weekly change).Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥4,090, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Industrials industry in Japan. Total returns to shareholders of 113% over the past three years.お知らせ • Mar 13Noritsu Koki Co., Ltd. to Report Q1, 2025 Results on May 09, 2025Noritsu Koki Co., Ltd. announced that they will report Q1, 2025 results on May 09, 2025分析記事 • Mar 12With EPS Growth And More, Noritsu Koki (TSE:7744) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...お知らせ • Mar 04Noritsu Koki Co., Ltd. (TSE:7744) announces an Equity Buyback for 500,000 shares, representing 1.4% for ¥2,000 million.Noritsu Koki Co., Ltd. (TSE:7744) announces a share repurchase program. Under the program, the company will repurchase 500,000 shares, representing 1.4% of its share capital, for ¥2,000 million. The program will run until June 30, 2025.Major Estimate Revision • Feb 26Consensus EPS estimates fall by 15%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from JP¥109.5b to JP¥113.0b. EPS estimate fell from JP¥395 to JP¥336 per share. Net income forecast to shrink 16% next year vs 2.7% decline forecast for Industrials industry in Japan. Consensus price target of JP¥7,270 unchanged from last update. Share price fell 8.0% to JP¥4,395 over the past week.お知らせ • Feb 17Noritsu Koki Co., Ltd., Annual General Meeting, Mar 27, 2025Noritsu Koki Co., Ltd., Annual General Meeting, Mar 27, 2025.Reported Earnings • Feb 16Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥398 (up from JP¥286 in FY 2023). Revenue: JP¥106.5b (up 16% from FY 2023). Net income: JP¥14.2b (up 40% from FY 2023). Profit margin: 13% (up from 11% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Industrials 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 37% per year.Price Target Changed • Jan 17Price target increased by 16% to JP¥7,270Up from JP¥6,260, the current price target is an average from 2 analysts. New target price is 48% above last closing price of JP¥4,920. Stock is up 54% over the past year. The company is forecast to post earnings per share of JP¥401 for next year compared to JP¥286 last year.分析記事 • Jan 13These 4 Measures Indicate That Noritsu Koki (TSE:7744) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Upcoming Dividend • Dec 20Upcoming dividend of JP¥58.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 24 March 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.3%).分析記事 • Dec 05Noritsu Koki Co., Ltd.'s (TSE:7744) Shares Climb 28% But Its Business Is Yet to Catch UpNoritsu Koki Co., Ltd. ( TSE:7744 ) shares have had a really impressive month, gaining 28% after a shaky period...New Risk • Dec 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 5.6% 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 (5.6% average weekly change).お知らせ • Dec 05Noritsu Koki Co., Ltd. to Report Fiscal Year 2024 Results on Feb 14, 2025Noritsu Koki Co., Ltd. announced that they will report fiscal year 2024 results on Feb 14, 2025Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: JP¥40.45 (vs JP¥94.92 in 3Q 2023)Third quarter 2024 results: EPS: JP¥40.45 (down from JP¥94.92 in 3Q 2023). Revenue: JP¥25.7b (up 5.6% from 3Q 2023). Net income: JP¥1.44b (down 57% from 3Q 2023). Profit margin: 5.6% (down from 14% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Industrials industry in Japan. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 18Noritsu Koki Co., Ltd. to Report Q3, 2024 Results on Nov 08, 2024Noritsu Koki Co., Ltd. announced that they will report Q3, 2024 results on Nov 08, 2024分析記事 • Sep 17These 4 Measures Indicate That Noritsu Koki (TSE:7744) Is Using Debt SafelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: JP¥122 (vs JP¥95.14 in 2Q 2023)Second quarter 2024 results: EPS: JP¥122 (up from JP¥95.14 in 2Q 2023). Revenue: JP¥25.5b (up 5.8% from 2Q 2023). Net income: JP¥4.35b (up 28% from 2Q 2023). Profit margin: 17% (up from 14% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Industrials industry in Japan.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¥2,903, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Industrials industry in Japan. Total returns to shareholders of 45% over the past three years.分析記事 • Jul 26Here's Why We Think Noritsu Koki (TSE:7744) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Upcoming Dividend • Jun 20Upcoming dividend of JP¥58.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 04 September 2024. Payout ratio is a comfortable 29% and the cash payout ratio is 76%. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).New Risk • Jun 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.5% average weekly change). Earnings are forecast to decline by an average of 5.4% 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.分析記事 • Jun 14Is Noritsu Koki Co., Ltd. (TSE:7744) Trading At A 46% Discount?Key Insights The projected fair value for Noritsu Koki is JP¥8,595 based on 2 Stage Free Cash Flow to Equity Current...お知らせ • Jun 08Noritsu Koki Co., Ltd. to Report Q2, 2024 Results on Aug 09, 2024Noritsu Koki Co., Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024お知らせ • Jun 01MediPal Holdings Corporation (TSE:7459) completed the acquisition of PreMedica Inc. from Noritsu Koki Co., Ltd. (TSE:7744).MediPal Holdings Corporation (TSE:7459) agreed to acquire PreMedica Inc. from Noritsu Koki Co., Ltd. (TSE:7744) for ¥3.8 billion on April 30, 2024. Transaction has already been approved by Noritsu Koki's board of director's. Transaction is expected to complete on May 31, 2024.MediPal Holdings Corporation (TSE:7459) completed the acquisition of PreMedica Inc. from Noritsu Koki Co., Ltd. (TSE:7744) on May 31, 2024.Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥3,825, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Industrials industry in Japan. Total returns to shareholders of 93% over the past three years.Reported Earnings • May 12First quarter 2024 earnings released: EPS: JP¥147 (vs JP¥29.45 in 1Q 2023)First quarter 2024 results: EPS: JP¥147 (up from JP¥29.45 in 1Q 2023). Revenue: JP¥27.3b (up 57% from 1Q 2023). Net income: JP¥5.23b (up 398% from 1Q 2023). Profit margin: 19% (up from 6.0% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Industrials industry in Japan.お知らせ • May 01MediPal Holdings Corporation (TSE:7459) agreed to acquire PreMedica Inc. from Noritsu Koki Co., Ltd. (TSE:7744) for ¥3.8 billion.MediPal Holdings Corporation (TSE:7459) agreed to acquire PreMedica Inc. from Noritsu Koki Co., Ltd. (TSE:7744) for ¥3.8 billion on April 30, 2024. Transaction has already been approved by Noritsu Koki's board of director's. Transaction is expected to complete on May 31, 2024.Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Outside Independent Director Tsuyoshi Takada was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Mar 28Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥286 (up from JP¥112 in FY 2022). Revenue: JP¥91.6b (up 25% from FY 2022). Net income: JP¥10.2b (up 155% from FY 2022). Profit margin: 11% (up from 5.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 4.7%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, while revenues in the Industrials industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 6% per year.お知らせ • Mar 06Noritsu Koki Co., Ltd. to Report Q1, 2024 Results on May 10, 2024Noritsu Koki Co., Ltd. announced that they will report Q1, 2024 results on May 10, 2024Major Estimate Revision • Mar 05Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥102.0b to JP¥98.5b. EPS estimate also fell from JP¥321 per share to JP¥262 per share. Net income forecast to shrink 8.3% next year vs 0.7% decline forecast for Industrials industry in Japan. Consensus price target up from JP¥4,800 to JP¥5,540. Share price was steady at JP¥3,210 over the past week.Price Target Changed • Mar 04Price target increased by 14% to JP¥5,540Up from JP¥4,850, the current price target is provided by 1 analyst. New target price is 75% above last closing price of JP¥3,160. Stock is up 41% over the past year. The company is forecast to post earnings per share of JP¥262 for next year compared to JP¥286 last year.Reported Earnings • Feb 14Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥286 (up from JP¥112 in FY 2022). Revenue: JP¥91.6b (up 25% from FY 2022). Net income: JP¥10.2b (up 155% from FY 2022). Profit margin: 11% (up from 5.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 4.7%. Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, while revenues in the Industrials industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 6% per year.Upcoming Dividend • Dec 21Upcoming dividend of JP¥25.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 25 March 2024. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.7%).お知らせ • Dec 14Noritsu Koki Co., Ltd. to Report Fiscal Year 2023 Results on Feb 13, 2024Noritsu Koki Co., Ltd. announced that they will report fiscal year 2023 results on Feb 13, 2024Major Estimate Revision • Nov 21Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from JP¥87.4b to JP¥89.8b. EPS estimate increased from JP¥238 to JP¥273 per share. Net income forecast to grow 25% next year vs 3.5% growth forecast for Industrials industry in Japan. Consensus price target broadly unchanged at JP¥4,800. Share price rose 4.2% to JP¥3,035 over the past week.Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: JP¥94.89 (vs JP¥50.62 in 3Q 2022)Third quarter 2023 results: EPS: JP¥94.89 (up from JP¥50.62 in 3Q 2022). Revenue: JP¥24.3b (up 34% from 3Q 2022). Net income: JP¥3.39b (up 88% from 3Q 2022). Profit margin: 14% (up from 10.0% in 3Q 2022). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, while revenues in the Industrials industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 08Noritsu Koki Co., Ltd. to Report Q3, 2023 Results on Nov 13, 2023Noritsu Koki Co., Ltd. announced that they will report Q3, 2023 results on Nov 13, 2023Major Estimate Revision • Aug 23Consensus EPS estimates increase by 39%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from JP¥80.4b to JP¥86.2b. EPS estimate increased from JP¥162 to JP¥225 per share. Net income forecast to grow 28% next year vs 11% growth forecast for Industrials industry in Japan. Consensus price target up from JP¥4,190 to JP¥4,850. Share price rose 11% to JP¥2,948 over the past week.New Risk • Aug 15New 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 5.6% 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 Share price has been volatile over the past 3 months (5.6% average weekly change). Large one-off items impacting financial results.Reported Earnings • Aug 12Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: JP¥95.14 (up from JP¥26.70 in 2Q 2022). Revenue: JP¥24.1b (up 39% from 2Q 2022). Net income: JP¥3.40b (up 257% from 2Q 2022). Profit margin: 14% (up from 5.5% in 2Q 2022). Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) also surpassed analyst estimates by 24%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 1.4% decline forecast for the Industrials industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.Upcoming Dividend • Jun 22Upcoming dividend of JP¥24.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 04 September 2023. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.8%).お知らせ • May 31Noritsu Koki Co., Ltd. to Report Q2, 2023 Results on Aug 10, 2023Noritsu Koki Co., Ltd. announced that they will report Q2, 2023 results on Aug 10, 2023Reported Earnings • May 16First quarter 2023 earnings released: EPS: JP¥29.45 (vs JP¥32.58 in 1Q 2022)First quarter 2023 results: EPS: JP¥29.45 (down from JP¥32.58 in 1Q 2022). Revenue: JP¥17.4b (up 22% from 1Q 2022). Net income: JP¥1.05b (down 9.6% from 1Q 2022). Profit margin: 6.0% (down from 8.2% in 1Q 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 2.3% decline forecast for the Industrials industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 29Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥112 (down from JP¥168 in FY 2021). Revenue: JP¥73.5b (down 2.4% from FY 2021). Net income: JP¥4.00b (down 33% from FY 2021). Profit margin: 5.4% (down from 7.9% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.1%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, while revenues in the Industrials industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 39% per year whereas the company’s share price has increased by 34% per year.Major Estimate Revision • Mar 10Consensus EPS estimates fall by 14%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from JP¥78.7b to JP¥81.1b. EPS estimate fell from JP¥146 to JP¥126 per share. Net income forecast to grow 13% next year vs 4.2% growth forecast for Industrials industry in Japan. Consensus price target up from JP¥3,230 to JP¥4,190. Share price rose 8.6% to JP¥2,437 over the past week.Reported Earnings • Feb 19Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥112 (down from JP¥168 in FY 2021). Revenue: JP¥73.5b (down 2.4% from FY 2021). Net income: JP¥4.00b (down 33% from FY 2021). Profit margin: 5.4% (down from 7.9% in FY 2021). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 2.1%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, while revenues in the Industrials industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 22Upcoming dividend of JP¥131 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 27 March 2023. Payout ratio is a comfortable 4.0% but the company is paying out more than the cash it is generating. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.0%).お知らせ • Dec 08Noritsu Koki Co., Ltd. to Report Fiscal Year 2022 Results on Feb 14, 2023Noritsu Koki Co., Ltd. announced that they will report fiscal year 2022 results on Feb 14, 2023Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. External Independent Director Munekazu Kontani was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: JP¥50.59 (vs JP¥66.54 in 3Q 2021)Third quarter 2022 results: EPS: JP¥50.59 (down from JP¥66.54 in 3Q 2021). Revenue: JP¥18.1b (down 23% from 3Q 2021). Net income: JP¥1.80b (down 24% from 3Q 2021). Profit margin: 10.0% (in line with 3Q 2021). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Industrials industry in Japan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 09Noritsu Koki Co., Ltd. to Report Q3, 2022 Results on Nov 11, 2022Noritsu Koki Co., Ltd. announced that they will report Q3, 2022 results on Nov 11, 2022Major Estimate Revision • Aug 25Consensus revenue estimates increase by 12%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from JP¥65.5b to JP¥73.6b. EPS estimate increased from JP¥2,839 to JP¥2,907 per share. Net income forecast to grow 804% next year vs 1.4% growth forecast for Industrials industry in Japan. Consensus price target of JP¥2,800 unchanged from last update. Share price was steady at JP¥2,500 over the past week.Reported Earnings • Aug 14Second quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2022 results: EPS: JP¥27.34. Revenue: JP¥17.3b (flat on 2Q 2021). Net income: JP¥975.0m (up JP¥975.0m from 2Q 2021). Profit margin: 5.6% (up from null in 2Q 2021). Revenue exceeded analyst estimates by 8.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is expected to shrink by 7.1% compared to a 6.6% decline forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 29Noritsu Koki Co., Ltd. to Report Q2, 2022 Results on Aug 12, 2022Noritsu Koki Co., Ltd. announced that they will report Q2, 2022 results on Aug 12, 2022Upcoming Dividend • Jun 22Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 05 September 2022. Payout ratio is a comfortable 17% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.8%).Reported Earnings • May 17First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: EPS: JP¥31.94. Revenue: JP¥14.2b (flat on 1Q 2021). Net income: JP¥1.14b (up JP¥1.14b from 1Q 2021). Profit margin: 8.0% (up from null in 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 50%. Over the next year, revenue is expected to shrink by 9.5% compared to a 5.9% decline forecast for the 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 10% per year, which means it is significantly lagging earnings growth.Price Target Changed • Apr 27Price target decreased to JP¥2,800Down from JP¥5,660, the current price target is an average from 3 analysts. New target price is 32% above last closing price of JP¥2,125. Stock is down 18% over the past year. The company is forecast to post earnings per share of JP¥2,739 for next year compared to JP¥168 last year.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. External Independent Director Munekazu Kontani was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Apr 08Noritsu Koki Co., Ltd. to Report Q1, 2022 Results on May 13, 2022Noritsu Koki Co., Ltd. announced that they will report Q1, 2022 results on May 13, 2022Major Estimate Revision • Mar 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from JP¥90.6b to JP¥65.8b. EPS estimate unchanged at JP¥126 per share. Net income forecast to shrink 13% next year vs 12% decline forecast for Industrials industry in Japan. Consensus price target down from JP¥5,660 to JP¥2,800. Share price rose 8.4% to JP¥2,016 over the past week.お知らせ • Feb 17Noritsu Koki Co., Ltd., Annual General Meeting, Mar 24, 2022Noritsu Koki Co., Ltd., Annual General Meeting, Mar 24, 2022.Reported Earnings • Feb 16Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥168 (down from JP¥185 in FY 2020). Revenue: JP¥75.3b (up 31% from FY 2020). Net income: JP¥5.97b (down 9.5% from FY 2020). Profit margin: 7.9% (down from 12% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 50%. Over the next year, revenue is forecast to grow 20% compared to a 3.2% decline forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Upcoming Dividend • Dec 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 29 March 2022. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.9%).Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥2,660, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 13x in the Industrials industry in Japan. Total returns to shareholders of 40% over the past three years.Valuation Update With 7 Day Price Move • Sep 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥2,751, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 12x in the Industrials industry in Japan. Negligible returns to shareholders over past three years.Price Target Changed • Aug 20Price target increased to JP¥4,630Up from JP¥4,170, the current price target is an average from 2 analysts. New target price is 94% above last closing price of JP¥2,392. Stock is up 56% over the past year.Major Estimate Revision • May 28Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast increased from JP¥59.8b to JP¥81.3b. EPS estimate fell from JP¥119 to JP¥107. Net income forecast to shrink 42% next year vs 4.6% growth forecast for Industrials industry in Japan . Consensus price target down from JP¥4,400 to JP¥4,170. Share price was steady at JP¥2,390 over the past week.収支内訳Noritsu Koki 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:7744 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 26132,34218,47228,8067,74031 Dec 25119,22315,64428,1116,35130 Sep 25114,35516,53221,79910,47130 Jun 25109,58711,90622,2298,97031 Mar 25106,81711,82934,524031 Dec 24106,53914,22022,3736,29530 Sep 24105,26713,43822,3555,58130 Jun 24102,84615,32720,4435,58131 Mar 24101,07614,35319,2985,58131 Dec 2391,55210,19318,0135,58130 Sep 2389,6427,91016,8624,62230 Jun 2383,4486,32815,7644,62231 Mar 2376,6893,88514,8844,62231 Dec 2273,5153,99613,8904,62230 Sep 2273,3176,28814,6504,62830 Jun 2273,6226,05115,1324,62831 Mar 2274,0355,87915,4844,62831 Dec 2175,3265,97416,0524,62831 Dec 2057,3686,60113,6693,39630 Sep 2058,5574,75019,16323830 Jun 2060,0171,31520,27023831 Mar 2065,114-7721,40023831 Dec 1964,36468921,87255130 Sep 1964,96652822,46755130 Jun 1964,0202,34522,95155131 Mar 1963,9243,84023,14655131 Dec 1864,0548,58123,7781,55430 Sep 1862,1517,99322,9531,55430 Jun 1859,9728,27521,8141,55431 Mar 1857,0898,90721,0531,55431 Dec 1754,1975,93319,6031,52130 Sep 1752,3555,95218,9571,52130 Jun 1751,7315,30719,1401,52131 Mar 1750,0454,47918,6021,52131 Dec 1636,8807,41113,62125830 Sep 1638,8449114,92125830 Jun 1640,11866215,52625831 Mar 1643,24381617,30425831 Dec 1559,782-4,60424,07949330 Sep 1557,9612,37824,07749330 Jun 1556,8841,80824,485493質の高い収益: 7744は 高品質の収益 を持っています。利益率の向上: 7744の現在の純利益率 (14%)は、昨年(11.1%)よりも高くなっています。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: 7744の収益は過去 5 年間で年間30.1%増加しました。成長の加速: 7744の過去 1 年間の収益成長率 ( 56.2% ) は、5 年間の平均 ( 年間30.1%を上回っています。収益対業界: 7744の過去 1 年間の収益成長率 ( 56.2% ) はLeisure業界3%を上回りました。株主資本利益率高いROE: 7744の 自己資本利益率 ( 8.1% ) 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2026/06/13 07:45終値2026/06/12 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Noritsu Koki Co., Ltd. 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。6 アナリスト機関Morten PaulsenCLSASatoshi SakaeDaiwa Securities Co. Ltd.Masatoshi NagataIchiyoshi Research Institute Inc.3 その他のアナリストを表示
お知らせ • Jun 03Noritsu Koki Co., Ltd. to Report Q2, 2026 Results on Aug 14, 2026Noritsu Koki Co., Ltd. announced that they will report Q2, 2026 results at 9:00 AM, Tokyo Standard Time on Aug 14, 2026
Reported Earnings • May 20First quarter 2026 earnings released: EPS: JP¥52.71 (vs JP¥26.36 in 1Q 2025)First quarter 2026 results: EPS: JP¥52.71 (up from JP¥26.36 in 1Q 2025). Revenue: JP¥40.3b (up 48% from 1Q 2025). Net income: JP¥5.65b (up 100% from 1Q 2025). Profit margin: 14% (up from 10% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Leisure 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 increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 14Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥147 (up from JP¥133 in FY 2024). Revenue: JP¥119.2b (up 12% from FY 2024). Net income: JP¥15.6b (up 10.0% from FY 2024). Profit margin: 13% (in line with FY 2024). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 6.3%. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Leisure 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 increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 18Noritsu Koki Co., Ltd. to Report Fiscal Year 2025 Results on Feb 13, 2026Noritsu Koki Co., Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Feb 13, 2026
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: JP¥57.26 (vs JP¥13.48 in 3Q 2024)Third quarter 2025 results: EPS: JP¥57.26 (up from JP¥13.48 in 3Q 2024). Revenue: JP¥30.4b (up 19% from 3Q 2024). Net income: JP¥6.07b (up 321% from 3Q 2024). Profit margin: 20% (up from 5.6% in 3Q 2024). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Leisure industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 04Noritsu Koki Co., Ltd. to Report Q3, 2025 Results on Nov 14, 2025Noritsu Koki Co., Ltd. announced that they will report Q3, 2025 results on Nov 14, 2025
お知らせ • Jun 03Noritsu Koki Co., Ltd. to Report Q2, 2026 Results on Aug 14, 2026Noritsu Koki Co., Ltd. announced that they will report Q2, 2026 results at 9:00 AM, Tokyo Standard Time on Aug 14, 2026
Reported Earnings • May 20First quarter 2026 earnings released: EPS: JP¥52.71 (vs JP¥26.36 in 1Q 2025)First quarter 2026 results: EPS: JP¥52.71 (up from JP¥26.36 in 1Q 2025). Revenue: JP¥40.3b (up 48% from 1Q 2025). Net income: JP¥5.65b (up 100% from 1Q 2025). Profit margin: 14% (up from 10% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Leisure 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 increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
ライブニュース • May 16Noritsu Koki Sees Q1 Growth With SENQCIA and Alpha Theta as Management Flags Cautious OutlookNoritsu Koki reported strong FY26 Q1 growth, with performance supported by SENQCIA and Alpha Theta as well as the impact of a weak yen. The consolidation of SENQCIA contributed to higher revenue and profit in the quarter. Management kept a cautious full-year outlook, citing supply chain disruptions and geopolitical risks, and released detailed Q1 and full-year forecast materials to improve transparency. The combination of business expansion, currency effects and the SENQCIA consolidation indicates that multiple drivers are currently supporting Noritsu Koki’s results, even as management acknowledges external headwinds. For investors, the key trade-off is between the current growth momentum and the company’s own caution regarding supply chain and geopolitical risk. It may be useful to monitor any updates to full-year guidance and segment-level trends in SENQCIA and Alpha Theta.
Declared Dividend • Apr 11Final dividend of JP¥37.00 announcedShareholders will receive a dividend of JP¥37.00. Ex-date: 29th June 2026 Payment date: 1st September 2026 Dividend yield will be 3.4%, 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 (47% cash payout ratio). The dividend has increased by an average of 40% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Mar 04Price target increased by 20% to JP¥3,110Up from JP¥2,600, the current price target is provided by 1 analyst. New target price is 47% above last closing price of JP¥2,122. Stock is up 42% over the past year. The company is forecast to post earnings per share of JP¥168 for next year compared to JP¥147 last year.
お知らせ • Feb 16Noritsu Koki Co., Ltd., Annual General Meeting, Mar 26, 2026Noritsu Koki Co., Ltd., Annual General Meeting, Mar 26, 2026.
Reported Earnings • Feb 14Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥147 (up from JP¥133 in FY 2024). Revenue: JP¥119.2b (up 12% from FY 2024). Net income: JP¥15.6b (up 10.0% from FY 2024). Profit margin: 13% (in line with FY 2024). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 6.3%. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Leisure 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 increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 14+ 2 more updatesNoritsu Koki Co., Ltd. Announces Cash Dividend for the Fiscal Year Ended December 31, 2025, Payable on March 27, 2026Noritsu Koki Co., Ltd. announced cash dividend of JPY 37.00 per share for the fiscal year ended December 31, 2025 as compared to dividend of JPY 123.00 per share a year ago. The Company conducted a 3-for-1 stock split of its common stock, effective July 1, 2025. The year-end dividend per share forecast for the fiscal year ended December 31, 2025, reflects the impact of the stock split. Scheduled date to commence dividend payments: March 27, 2026.
お知らせ • Feb 02Noritsu Koki Co., Ltd. (TSE:7744) completed the acquisition of Senqcia Corporation from Lone Star Fund XI, L.P., a fund managed by Lone Star Americas Acquisitions, Inc.Noritsu Koki Co., Ltd. (TSE:7744) entered into a definitive agreement to acquire Senqcia Corporation from Lone Star Fund XI, L.P., a fund managed by Lone Star Americas Acquisitions, Inc. for ¥69 billion on January 15, 2026. A cash consideration of ¥69 billion will be paid by Noritsu Koki Co., Ltd. As part of consideration, ¥69 billion is paid towards common equity of Senqcia Corporation. The transaction will be financed through of cash on hand of ¥30 billion together with an additional ¥50 billion raised through a bridge loan. For this transaction, Senqcia Corporation's enterprise value has been calculated at approximately ¥80 billion. For the period ending March 31, 2025, Senqcia Corporation reported total revenue of ¥35.41 billion, EBIT of ¥5.13 billion, EBITDA of ¥9.19 billion and net income of ¥2.12 billion. As of March 31, 2025, Senqcia Corporation reported total assets of ¥75.96 billion total common equity of ¥29.26 billion. The transaction is subject to customary closing conditions and approvals. The expected completion of the transaction is February 2, 2026. Noritsu Koki Co., Ltd. (TSE:7744) completed the acquisition of Senqcia Corporation from Lone Star Fund XI, L.P., a fund managed by Lone Star Americas Acquisitions, Inc. on February 2, 2026.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 30 March 2026. Payout ratio is a comfortable 26% 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 (2.2%).
分析記事 • Dec 18Noritsu Koki Co., Ltd.'s (TSE:7744) Share Price Is Matching Sentiment Around Its EarningsWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider...
お知らせ • Dec 18Noritsu Koki Co., Ltd. to Report Fiscal Year 2025 Results on Feb 13, 2026Noritsu Koki Co., Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Feb 13, 2026
Major Estimate Revision • Dec 04Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥113.8b to JP¥116.9b. EPS estimate increased from JP¥119 to JP¥138 per share. Net income forecast to shrink 6.0% next year vs 1.4% growth forecast for Leisure industry in Japan . Consensus price target up from JP¥2,573 to JP¥2,633. Share price was steady at JP¥1,808 over the past week.
分析記事 • Nov 18We Ran A Stock Scan For Earnings Growth And Noritsu Koki (TSE:7744) Passed With EaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: JP¥57.26 (vs JP¥13.48 in 3Q 2024)Third quarter 2025 results: EPS: JP¥57.26 (up from JP¥13.48 in 3Q 2024). Revenue: JP¥30.4b (up 19% from 3Q 2024). Net income: JP¥6.07b (up 321% from 3Q 2024). Profit margin: 20% (up from 5.6% in 3Q 2024). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Leisure industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 04Noritsu Koki Co., Ltd. to Report Q3, 2025 Results on Nov 14, 2025Noritsu Koki Co., Ltd. announced that they will report Q3, 2025 results on Nov 14, 2025
Declared Dividend • Sep 02First half dividend of JP¥37.00 announcedShareholders will receive a dividend of JP¥37.00. Ex-date: 29th December 2025 Payment date: 30th March 2026 Dividend yield will be 8.7%, 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 (67% cash payout ratio). The dividend has increased by an average of 39% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Major Estimate Revision • Aug 26Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥112.0b to JP¥113.8b. EPS estimate increased from JP¥105 to JP¥119 per share. Net income forecast to grow 12% next year vs 8.1% growth forecast for Leisure industry in Japan. Consensus price target up from JP¥2,418 to JP¥2,573. Share price rose 4.9% to JP¥1,684 over the past week.
分析記事 • Jul 24Noritsu Koki (TSE:7744) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Upcoming Dividend • Jun 20Upcoming dividend of JP¥110 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 02 September 2025. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.9%).
お知らせ • Jun 03Noritsu Koki Co., Ltd. to Report Q2, 2025 Results on Aug 08, 2025Noritsu Koki Co., Ltd. announced that they will report Q2, 2025 results on Aug 08, 2025
Declared Dividend • May 15Dividend of JP¥110 announcedShareholders will receive a dividend of JP¥110. Ex-date: 27th June 2025 Payment date: 2nd September 2025 Dividend yield will be 5.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 39% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 10First quarter 2025 earnings released: EPS: JP¥79.07 (vs JP¥146 in 1Q 2024)First quarter 2025 results: EPS: JP¥79.07 (down from JP¥146 in 1Q 2024). Revenue: JP¥27.2b (up 1.0% from 1Q 2024). Net income: JP¥2.82b (down 46% from 1Q 2024). Profit margin: 10% (down from 19% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Industrials industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 28Risks To Shareholder Returns Are Elevated At These Prices For Noritsu Koki Co., Ltd. (TSE:7744)With a median price-to-earnings (or "P/E") ratio of close to 13x in Japan, you could be forgiven for feeling...
New Risk • Apr 08New 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 6.2% 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 (6.2% average weekly change).
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥4,090, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Industrials industry in Japan. Total returns to shareholders of 113% over the past three years.
お知らせ • Mar 13Noritsu Koki Co., Ltd. to Report Q1, 2025 Results on May 09, 2025Noritsu Koki Co., Ltd. announced that they will report Q1, 2025 results on May 09, 2025
分析記事 • Mar 12With EPS Growth And More, Noritsu Koki (TSE:7744) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
お知らせ • Mar 04Noritsu Koki Co., Ltd. (TSE:7744) announces an Equity Buyback for 500,000 shares, representing 1.4% for ¥2,000 million.Noritsu Koki Co., Ltd. (TSE:7744) announces a share repurchase program. Under the program, the company will repurchase 500,000 shares, representing 1.4% of its share capital, for ¥2,000 million. The program will run until June 30, 2025.
Major Estimate Revision • Feb 26Consensus EPS estimates fall by 15%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from JP¥109.5b to JP¥113.0b. EPS estimate fell from JP¥395 to JP¥336 per share. Net income forecast to shrink 16% next year vs 2.7% decline forecast for Industrials industry in Japan. Consensus price target of JP¥7,270 unchanged from last update. Share price fell 8.0% to JP¥4,395 over the past week.
お知らせ • Feb 17Noritsu Koki Co., Ltd., Annual General Meeting, Mar 27, 2025Noritsu Koki Co., Ltd., Annual General Meeting, Mar 27, 2025.
Reported Earnings • Feb 16Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥398 (up from JP¥286 in FY 2023). Revenue: JP¥106.5b (up 16% from FY 2023). Net income: JP¥14.2b (up 40% from FY 2023). Profit margin: 13% (up from 11% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Industrials 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 37% per year.
Price Target Changed • Jan 17Price target increased by 16% to JP¥7,270Up from JP¥6,260, the current price target is an average from 2 analysts. New target price is 48% above last closing price of JP¥4,920. Stock is up 54% over the past year. The company is forecast to post earnings per share of JP¥401 for next year compared to JP¥286 last year.
分析記事 • Jan 13These 4 Measures Indicate That Noritsu Koki (TSE:7744) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Upcoming Dividend • Dec 20Upcoming dividend of JP¥58.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 24 March 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.3%).
分析記事 • Dec 05Noritsu Koki Co., Ltd.'s (TSE:7744) Shares Climb 28% But Its Business Is Yet to Catch UpNoritsu Koki Co., Ltd. ( TSE:7744 ) shares have had a really impressive month, gaining 28% after a shaky period...
New Risk • Dec 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 5.6% 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 (5.6% average weekly change).
お知らせ • Dec 05Noritsu Koki Co., Ltd. to Report Fiscal Year 2024 Results on Feb 14, 2025Noritsu Koki Co., Ltd. announced that they will report fiscal year 2024 results on Feb 14, 2025
Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: JP¥40.45 (vs JP¥94.92 in 3Q 2023)Third quarter 2024 results: EPS: JP¥40.45 (down from JP¥94.92 in 3Q 2023). Revenue: JP¥25.7b (up 5.6% from 3Q 2023). Net income: JP¥1.44b (down 57% from 3Q 2023). Profit margin: 5.6% (down from 14% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Industrials industry in Japan. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 18Noritsu Koki Co., Ltd. to Report Q3, 2024 Results on Nov 08, 2024Noritsu Koki Co., Ltd. announced that they will report Q3, 2024 results on Nov 08, 2024
分析記事 • Sep 17These 4 Measures Indicate That Noritsu Koki (TSE:7744) Is Using Debt SafelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: JP¥122 (vs JP¥95.14 in 2Q 2023)Second quarter 2024 results: EPS: JP¥122 (up from JP¥95.14 in 2Q 2023). Revenue: JP¥25.5b (up 5.8% from 2Q 2023). Net income: JP¥4.35b (up 28% from 2Q 2023). Profit margin: 17% (up from 14% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Industrials industry in Japan.
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¥2,903, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Industrials industry in Japan. Total returns to shareholders of 45% over the past three years.
分析記事 • Jul 26Here's Why We Think Noritsu Koki (TSE:7744) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Upcoming Dividend • Jun 20Upcoming dividend of JP¥58.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 04 September 2024. Payout ratio is a comfortable 29% and the cash payout ratio is 76%. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
New Risk • Jun 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.5% average weekly change). Earnings are forecast to decline by an average of 5.4% 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.
分析記事 • Jun 14Is Noritsu Koki Co., Ltd. (TSE:7744) Trading At A 46% Discount?Key Insights The projected fair value for Noritsu Koki is JP¥8,595 based on 2 Stage Free Cash Flow to Equity Current...
お知らせ • Jun 08Noritsu Koki Co., Ltd. to Report Q2, 2024 Results on Aug 09, 2024Noritsu Koki Co., Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024
お知らせ • Jun 01MediPal Holdings Corporation (TSE:7459) completed the acquisition of PreMedica Inc. from Noritsu Koki Co., Ltd. (TSE:7744).MediPal Holdings Corporation (TSE:7459) agreed to acquire PreMedica Inc. from Noritsu Koki Co., Ltd. (TSE:7744) for ¥3.8 billion on April 30, 2024. Transaction has already been approved by Noritsu Koki's board of director's. Transaction is expected to complete on May 31, 2024.MediPal Holdings Corporation (TSE:7459) completed the acquisition of PreMedica Inc. from Noritsu Koki Co., Ltd. (TSE:7744) on May 31, 2024.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥3,825, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Industrials industry in Japan. Total returns to shareholders of 93% over the past three years.
Reported Earnings • May 12First quarter 2024 earnings released: EPS: JP¥147 (vs JP¥29.45 in 1Q 2023)First quarter 2024 results: EPS: JP¥147 (up from JP¥29.45 in 1Q 2023). Revenue: JP¥27.3b (up 57% from 1Q 2023). Net income: JP¥5.23b (up 398% from 1Q 2023). Profit margin: 19% (up from 6.0% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Industrials industry in Japan.
お知らせ • May 01MediPal Holdings Corporation (TSE:7459) agreed to acquire PreMedica Inc. from Noritsu Koki Co., Ltd. (TSE:7744) for ¥3.8 billion.MediPal Holdings Corporation (TSE:7459) agreed to acquire PreMedica Inc. from Noritsu Koki Co., Ltd. (TSE:7744) for ¥3.8 billion on April 30, 2024. Transaction has already been approved by Noritsu Koki's board of director's. Transaction is expected to complete on May 31, 2024.
Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Outside Independent Director Tsuyoshi Takada was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Mar 28Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥286 (up from JP¥112 in FY 2022). Revenue: JP¥91.6b (up 25% from FY 2022). Net income: JP¥10.2b (up 155% from FY 2022). Profit margin: 11% (up from 5.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 4.7%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, while revenues in the Industrials industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Mar 06Noritsu Koki Co., Ltd. to Report Q1, 2024 Results on May 10, 2024Noritsu Koki Co., Ltd. announced that they will report Q1, 2024 results on May 10, 2024
Major Estimate Revision • Mar 05Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥102.0b to JP¥98.5b. EPS estimate also fell from JP¥321 per share to JP¥262 per share. Net income forecast to shrink 8.3% next year vs 0.7% decline forecast for Industrials industry in Japan. Consensus price target up from JP¥4,800 to JP¥5,540. Share price was steady at JP¥3,210 over the past week.
Price Target Changed • Mar 04Price target increased by 14% to JP¥5,540Up from JP¥4,850, the current price target is provided by 1 analyst. New target price is 75% above last closing price of JP¥3,160. Stock is up 41% over the past year. The company is forecast to post earnings per share of JP¥262 for next year compared to JP¥286 last year.
Reported Earnings • Feb 14Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥286 (up from JP¥112 in FY 2022). Revenue: JP¥91.6b (up 25% from FY 2022). Net income: JP¥10.2b (up 155% from FY 2022). Profit margin: 11% (up from 5.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 4.7%. Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, while revenues in the Industrials industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 6% per year.
Upcoming Dividend • Dec 21Upcoming dividend of JP¥25.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 25 March 2024. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.7%).
お知らせ • Dec 14Noritsu Koki Co., Ltd. to Report Fiscal Year 2023 Results on Feb 13, 2024Noritsu Koki Co., Ltd. announced that they will report fiscal year 2023 results on Feb 13, 2024
Major Estimate Revision • Nov 21Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from JP¥87.4b to JP¥89.8b. EPS estimate increased from JP¥238 to JP¥273 per share. Net income forecast to grow 25% next year vs 3.5% growth forecast for Industrials industry in Japan. Consensus price target broadly unchanged at JP¥4,800. Share price rose 4.2% to JP¥3,035 over the past week.
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: JP¥94.89 (vs JP¥50.62 in 3Q 2022)Third quarter 2023 results: EPS: JP¥94.89 (up from JP¥50.62 in 3Q 2022). Revenue: JP¥24.3b (up 34% from 3Q 2022). Net income: JP¥3.39b (up 88% from 3Q 2022). Profit margin: 14% (up from 10.0% in 3Q 2022). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, while revenues in the Industrials industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 08Noritsu Koki Co., Ltd. to Report Q3, 2023 Results on Nov 13, 2023Noritsu Koki Co., Ltd. announced that they will report Q3, 2023 results on Nov 13, 2023
Major Estimate Revision • Aug 23Consensus EPS estimates increase by 39%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from JP¥80.4b to JP¥86.2b. EPS estimate increased from JP¥162 to JP¥225 per share. Net income forecast to grow 28% next year vs 11% growth forecast for Industrials industry in Japan. Consensus price target up from JP¥4,190 to JP¥4,850. Share price rose 11% to JP¥2,948 over the past week.
New Risk • Aug 15New 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 5.6% 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 Share price has been volatile over the past 3 months (5.6% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Aug 12Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: JP¥95.14 (up from JP¥26.70 in 2Q 2022). Revenue: JP¥24.1b (up 39% from 2Q 2022). Net income: JP¥3.40b (up 257% from 2Q 2022). Profit margin: 14% (up from 5.5% in 2Q 2022). Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) also surpassed analyst estimates by 24%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 1.4% decline forecast for the Industrials industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥24.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 04 September 2023. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.8%).
お知らせ • May 31Noritsu Koki Co., Ltd. to Report Q2, 2023 Results on Aug 10, 2023Noritsu Koki Co., Ltd. announced that they will report Q2, 2023 results on Aug 10, 2023
Reported Earnings • May 16First quarter 2023 earnings released: EPS: JP¥29.45 (vs JP¥32.58 in 1Q 2022)First quarter 2023 results: EPS: JP¥29.45 (down from JP¥32.58 in 1Q 2022). Revenue: JP¥17.4b (up 22% from 1Q 2022). Net income: JP¥1.05b (down 9.6% from 1Q 2022). Profit margin: 6.0% (down from 8.2% in 1Q 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 2.3% decline forecast for the Industrials industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 29Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥112 (down from JP¥168 in FY 2021). Revenue: JP¥73.5b (down 2.4% from FY 2021). Net income: JP¥4.00b (down 33% from FY 2021). Profit margin: 5.4% (down from 7.9% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.1%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, while revenues in the Industrials industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 39% per year whereas the company’s share price has increased by 34% per year.
Major Estimate Revision • Mar 10Consensus EPS estimates fall by 14%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from JP¥78.7b to JP¥81.1b. EPS estimate fell from JP¥146 to JP¥126 per share. Net income forecast to grow 13% next year vs 4.2% growth forecast for Industrials industry in Japan. Consensus price target up from JP¥3,230 to JP¥4,190. Share price rose 8.6% to JP¥2,437 over the past week.
Reported Earnings • Feb 19Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥112 (down from JP¥168 in FY 2021). Revenue: JP¥73.5b (down 2.4% from FY 2021). Net income: JP¥4.00b (down 33% from FY 2021). Profit margin: 5.4% (down from 7.9% in FY 2021). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 2.1%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, while revenues in the Industrials industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥131 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 27 March 2023. Payout ratio is a comfortable 4.0% but the company is paying out more than the cash it is generating. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.0%).
お知らせ • Dec 08Noritsu Koki Co., Ltd. to Report Fiscal Year 2022 Results on Feb 14, 2023Noritsu Koki Co., Ltd. announced that they will report fiscal year 2022 results on Feb 14, 2023
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. External Independent Director Munekazu Kontani was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: JP¥50.59 (vs JP¥66.54 in 3Q 2021)Third quarter 2022 results: EPS: JP¥50.59 (down from JP¥66.54 in 3Q 2021). Revenue: JP¥18.1b (down 23% from 3Q 2021). Net income: JP¥1.80b (down 24% from 3Q 2021). Profit margin: 10.0% (in line with 3Q 2021). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Industrials industry in Japan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 09Noritsu Koki Co., Ltd. to Report Q3, 2022 Results on Nov 11, 2022Noritsu Koki Co., Ltd. announced that they will report Q3, 2022 results on Nov 11, 2022
Major Estimate Revision • Aug 25Consensus revenue estimates increase by 12%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from JP¥65.5b to JP¥73.6b. EPS estimate increased from JP¥2,839 to JP¥2,907 per share. Net income forecast to grow 804% next year vs 1.4% growth forecast for Industrials industry in Japan. Consensus price target of JP¥2,800 unchanged from last update. Share price was steady at JP¥2,500 over the past week.
Reported Earnings • Aug 14Second quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2022 results: EPS: JP¥27.34. Revenue: JP¥17.3b (flat on 2Q 2021). Net income: JP¥975.0m (up JP¥975.0m from 2Q 2021). Profit margin: 5.6% (up from null in 2Q 2021). Revenue exceeded analyst estimates by 8.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is expected to shrink by 7.1% compared to a 6.6% decline forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 29Noritsu Koki Co., Ltd. to Report Q2, 2022 Results on Aug 12, 2022Noritsu Koki Co., Ltd. announced that they will report Q2, 2022 results on Aug 12, 2022
Upcoming Dividend • Jun 22Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 05 September 2022. Payout ratio is a comfortable 17% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.8%).
Reported Earnings • May 17First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: EPS: JP¥31.94. Revenue: JP¥14.2b (flat on 1Q 2021). Net income: JP¥1.14b (up JP¥1.14b from 1Q 2021). Profit margin: 8.0% (up from null in 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 50%. Over the next year, revenue is expected to shrink by 9.5% compared to a 5.9% decline forecast for the 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 10% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Apr 27Price target decreased to JP¥2,800Down from JP¥5,660, the current price target is an average from 3 analysts. New target price is 32% above last closing price of JP¥2,125. Stock is down 18% over the past year. The company is forecast to post earnings per share of JP¥2,739 for next year compared to JP¥168 last year.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. External Independent Director Munekazu Kontani was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Apr 08Noritsu Koki Co., Ltd. to Report Q1, 2022 Results on May 13, 2022Noritsu Koki Co., Ltd. announced that they will report Q1, 2022 results on May 13, 2022
Major Estimate Revision • Mar 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from JP¥90.6b to JP¥65.8b. EPS estimate unchanged at JP¥126 per share. Net income forecast to shrink 13% next year vs 12% decline forecast for Industrials industry in Japan. Consensus price target down from JP¥5,660 to JP¥2,800. Share price rose 8.4% to JP¥2,016 over the past week.
お知らせ • Feb 17Noritsu Koki Co., Ltd., Annual General Meeting, Mar 24, 2022Noritsu Koki Co., Ltd., Annual General Meeting, Mar 24, 2022.
Reported Earnings • Feb 16Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥168 (down from JP¥185 in FY 2020). Revenue: JP¥75.3b (up 31% from FY 2020). Net income: JP¥5.97b (down 9.5% from FY 2020). Profit margin: 7.9% (down from 12% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 50%. Over the next year, revenue is forecast to grow 20% compared to a 3.2% decline forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 29 March 2022. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.9%).
Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥2,660, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 13x in the Industrials industry in Japan. Total returns to shareholders of 40% over the past three years.
Valuation Update With 7 Day Price Move • Sep 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥2,751, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 12x in the Industrials industry in Japan. Negligible returns to shareholders over past three years.
Price Target Changed • Aug 20Price target increased to JP¥4,630Up from JP¥4,170, the current price target is an average from 2 analysts. New target price is 94% above last closing price of JP¥2,392. Stock is up 56% over the past year.
Major Estimate Revision • May 28Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast increased from JP¥59.8b to JP¥81.3b. EPS estimate fell from JP¥119 to JP¥107. Net income forecast to shrink 42% next year vs 4.6% growth forecast for Industrials industry in Japan . Consensus price target down from JP¥4,400 to JP¥4,170. Share price was steady at JP¥2,390 over the past week.