View ValuationLEC 将来の成長Future 基準チェック /06現在、 LECの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Consumer Durables 収益成長13.2%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • May 20Full year 2026 earnings released: EPS: JP¥91.21 (vs JP¥52.80 in FY 2025)Full year 2026 results: EPS: JP¥91.21 (up from JP¥52.80 in FY 2025). Revenue: JP¥68.3b (up 3.0% from FY 2025). Net income: JP¥2.98b (up 72% from FY 2025). Profit margin: 4.4% (up from 2.6% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • May 15LEC, Inc., Annual General Meeting, Jun 25, 2026LEC, Inc., Annual General Meeting, Jun 25, 2026.Buy Or Sell Opportunity • May 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.2% to JP¥1,033. The fair value is estimated to be JP¥1,310, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 46%.お知らせ • May 10LEC, Inc. to Report Fiscal Year 2026 Results on May 15, 2026LEC, Inc. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 08 June 2026. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).New Risk • Feb 19New 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 5.4% 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: Major Risk Earnings have declined by 22% per year over the past 5 years. 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 (5.4% average weekly change).Reported Earnings • Feb 15Third quarter 2026 earnings released: EPS: JP¥32.60 (vs JP¥17.14 in 3Q 2025)Third quarter 2026 results: EPS: JP¥32.60 (up from JP¥17.14 in 3Q 2025). Revenue: JP¥18.5b (up 2.9% from 3Q 2025). Net income: JP¥1.07b (up 99% from 3Q 2025). Profit margin: 5.8% (up from 3.0% in 3Q 2025). 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 4% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 15LEC (TSE:7874) Has Affirmed Its Dividend Of ¥10.00The board of LEC, Inc. ( TSE:7874 ) has announced that it will pay a dividend on the 8th of June, with investors...お知らせ • Feb 14+ 2 more updatesLEC, Inc. Announces Changes to Dividend PolicyLEC, Inc. at its board meeting held on February 13, 2026 decided to change Dividend Policy. (1) Reason for Changes to Dividend Policy: The company recognize that returning profits to shareholders is one of its top managements priorities and have decided to change its Dividend Policy to enhance its stance on returning profits to shareholders. (2) Details of Changes to Dividend Policy (changes are underlined) (Before Change) The company consider returning profits to shareholders to be a key management priority. Its basic policy is to continue to distribute profits appropriately, based on its business performance, while taking into consideration the necessary capital investments for business expansion and the need to maintain internal reserves for new business development. Regarding Dividends, The company intend to distribute surplus with a consolidated dividend payout ratio of approximately 20%. (After Change) The company consider returning profits to shareholders to be a key management priority. Its basic policy is to continue to distribute profits appropriately, based on its business performance, while taking into consideration the necessary capital investments for business expansion and the need to maintain internal reserves for new business development. Regarding Dividends, The company intend to distribute surplus with a consolidated dividend payout ratio of approximately 30%. (3) Effective Date This Changes will be effective from the Fiscal Year Ending March 31, 2026.分析記事 • Dec 28LEC (TSE:7874) Is Due To Pay A Dividend Of ¥10.00The board of LEC, Inc. ( TSE:7874 ) has announced that it will pay a dividend on the 8th of June, with investors...お知らせ • Dec 27LEC, Inc. to Report Q3, 2026 Results on Feb 13, 2026LEC, Inc. announced that they will report Q3, 2026 results on Feb 13, 2026分析記事 • Dec 11LEC (TSE:7874) Is Paying Out A Dividend Of ¥10.00LEC, Inc. ( TSE:7874 ) has announced that it will pay a dividend of ¥10.00 per share on the 8th of June. Based on this...Declared Dividend • Dec 11First half dividend of JP¥10.00 announcedDividend of JP¥10.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 8th June 2026 Dividend yield will be 1.9%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 83% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.8% EPS decline seen over the last 5 years.分析記事 • Nov 21LEC's (TSE:7874) Solid Earnings Are Supported By Other Strong FactorsEven though LEC, Inc.'s ( TSE:7874 ) recent earnings release was robust, the market didn't seem to notice. Our analysis...Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥25.07 (vs JP¥9.24 in 2Q 2025)Second quarter 2026 results: EPS: JP¥25.07 (up from JP¥9.24 in 2Q 2025). Revenue: JP¥17.1b (up 3.2% from 2Q 2025). Net income: JP¥818.0m (up 164% from 2Q 2025). Profit margin: 4.8% (up from 1.9% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 03LEC, Inc. to Report Q2, 2026 Results on Nov 14, 2025LEC, Inc. announced that they will report Q2, 2026 results on Nov 14, 2025New Risk • Oct 01New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 28% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 10 December 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).分析記事 • Aug 31LEC (TSE:7874) Is Due To Pay A Dividend Of ¥10.00The board of LEC, Inc. ( TSE:7874 ) has announced that it will pay a dividend of ¥10.00 per share on the 10th of...分析記事 • Aug 13LEC (TSE:7874) Has Affirmed Its Dividend Of ¥10.00The board of LEC, Inc. ( TSE:7874 ) has announced that it will pay a dividend on the 10th of December, with investors...Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥20.61 (vs JP¥23.27 in 1Q 2025)First quarter 2026 results: EPS: JP¥20.61 (down from JP¥23.27 in 1Q 2025). Revenue: JP¥17.3b (up 7.6% from 1Q 2025). Net income: JP¥670.0m (down 17% from 1Q 2025). Profit margin: 3.9% (down from 5.0% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.分析記事 • Jul 23LEC (TSE:7874) Is Due To Pay A Dividend Of ¥10.00The board of LEC, Inc. ( TSE:7874 ) has announced that it will pay a dividend of ¥10.00 per share on the 10th of...分析記事 • Jul 09LEC (TSE:7874) Has Affirmed Its Dividend Of ¥10.00LEC, Inc.'s ( TSE:7874 ) investors are due to receive a payment of ¥10.00 per share on 10th of December. This means...Declared Dividend • Jul 09Final dividend of JP¥10.00 announcedDividend of JP¥10.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 10th December 2025 Dividend yield will be 1.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 48% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.7% EPS decline seen over the last 5 years.お知らせ • Jun 07LEC, Inc. to Report Q1, 2026 Results on Aug 08, 2025LEC, Inc. announced that they will report Q1, 2026 results on Aug 08, 2025分析記事 • May 23Statutory Profit Doesn't Reflect How Good LEC's (TSE:7874) Earnings AreLEC, Inc. ( TSE:7874 ) recently posted some strong earnings, and the market responded positively. Our analysis found...Reported Earnings • May 21Full year 2025 earnings released: EPS: JP¥52.80 (vs JP¥22.88 in FY 2024)Full year 2025 results: EPS: JP¥52.80 (up from JP¥22.88 in FY 2024). Revenue: JP¥66.3b (up 9.1% from FY 2024). Net income: JP¥1.73b (up 117% from FY 2024). Profit margin: 2.6% (up from 1.3% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.お知らせ • May 15LEC, Inc., Annual General Meeting, Jun 26, 2025LEC, Inc., Annual General Meeting, Jun 26, 2025.New Risk • May 12New 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 7.3% 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: Major Risks Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Earnings have declined by 28% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.3% average weekly change).分析記事 • May 07Optimistic Investors Push LEC, Inc. (TSE:7874) Shares Up 27% But Growth Is LackingThose holding LEC, Inc. ( TSE:7874 ) shares would be relieved that the share price has rebounded 27% in the last thirty...Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,420, the stock trades at a trailing P/E ratio of 31.1x. Average trailing P/E is 11x in the Consumer Durables industry in Japan. Total returns to shareholders of 75% over the past three years.分析記事 • Apr 14Estimating The Intrinsic Value Of LEC, Inc. (TSE:7874)Key Insights Using the 2 Stage Free Cash Flow to Equity, LEC fair value estimate is JP¥1,185 LEC's JP¥1,217 share price...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,007, the stock trades at a trailing P/E ratio of 22x. Average trailing P/E is 11x in the Consumer Durables industry in Japan. Total returns to shareholders of 25% over the past three years.New Risk • Apr 07New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.0% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Earnings have declined by 28% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.5%).お知らせ • Feb 28LEC, Inc. to Report Fiscal Year 2025 Results on May 15, 2025LEC, Inc. announced that they will report fiscal year 2025 results on May 15, 2025Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥17.14 (vs JP¥15.77 in 3Q 2024)Third quarter 2025 results: EPS: JP¥17.14. Revenue: JP¥18.0b (up 7.5% from 3Q 2024). Net income: JP¥535.0m (down 2.7% from 3Q 2024). Profit margin: 3.0% (down from 3.3% in 3Q 2024). The decrease in margin was driven by higher expenses.分析記事 • Nov 15Shareholders Can Be Confident That LEC's (TSE:7874) Earnings Are High QualityInvestors were underwhelmed by the solid earnings posted by LEC, Inc. ( TSE:7874 ) recently. We did some digging and...Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥9.24 (vs JP¥3.17 in 2Q 2024)Second quarter 2025 results: EPS: JP¥9.24 (up from JP¥3.17 in 2Q 2024). Revenue: JP¥16.6b (up 12% from 2Q 2024). Net income: JP¥310.0m (up 182% from 2Q 2024). Profit margin: 1.9% (up from 0.7% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 27% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (5.9% average weekly change).お知らせ • Oct 12LEC, Inc. to Report Q3, 2025 Results on Feb 07, 2025LEC, Inc. announced that they will report Q3, 2025 results on Feb 07, 2025Upcoming Dividend • Sep 20Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.8%).お知らせ • Aug 30LEC, Inc. (TSE:7874) announces an Equity Buyback for 3,800,000 shares, for ¥4,905.8 million.LEC, Inc. (TSE:7874) announces a share repurchase program. Under the program, the company will repurchase 3,800,000 shares, representing 10.64% of the outstanding shares for ¥4,905.8 million. The shares will be repurchased at ¥1,291 per share. The purpose of the program is to implement flexible capital policies in response to changes in the business environment and improve capital efficiency. As of June 30, 2024, the company had 35,703,248 shares outstanding and 2,462,092 shares in treasury.Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥23.27 (vs JP¥10.50 in 1Q 2024)First quarter 2025 results: EPS: JP¥23.27 (up from JP¥10.50 in 1Q 2024). Revenue: JP¥16.1b (up 8.4% from 1Q 2024). Net income: JP¥811.0m (up 123% from 1Q 2024). Profit margin: 5.0% (up from 2.4% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Aug 13Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 8.5% to JP¥1,313. The fair value is estimated to be JP¥1,045, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has declined by 68%.お知らせ • May 25LEC, Inc. to Report Q2, 2025 Results on Nov 08, 2024LEC, Inc. announced that they will report Q2, 2025 results on Nov 08, 2024Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥22.88 (vs JP¥27.23 in FY 2023)Full year 2024 results: EPS: JP¥22.88 (down from JP¥27.23 in FY 2023). Revenue: JP¥60.8b (up 9.6% from FY 2023). Net income: JP¥796.0m (down 16% from FY 2023). Profit margin: 1.3% (down from 1.7% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.お知らせ • May 12LEC, Inc., Annual General Meeting, Jun 26, 2024LEC, Inc., Annual General Meeting, Jun 26, 2024.お知らせ • Apr 22LEC, Inc. to Report Q1, 2025 Results on Aug 09, 2024LEC, Inc. announced that they will report Q1, 2025 results on Aug 09, 2024お知らせ • Apr 05LEC, Inc. to Report Fiscal Year 2024 Results on May 10, 2024LEC, Inc. announced that they will report fiscal year 2024 results on May 10, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 June 2024. Payout ratio is on the higher end at 97%, and the cash payout ratio is above 100%. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.6%).Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥15.77 (vs JP¥1.24 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥15.77 (up from JP¥1.24 loss in 3Q 2023). Revenue: JP¥16.7b (up 11% from 3Q 2023). Net income: JP¥550.0m (up JP¥593.0m from 3Q 2023). Profit margin: 3.3% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥3.17 (vs JP¥9.44 in 2Q 2023)Second quarter 2024 results: EPS: JP¥3.17 (down from JP¥9.44 in 2Q 2023). Revenue: JP¥14.8b (up 10% from 2Q 2023). Net income: JP¥110.0m (down 66% from 2Q 2023). Profit margin: 0.7% (down from 2.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥10.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).Reported Earnings • Aug 14First quarter 2024 earnings released: EPS: JP¥10.50 (vs JP¥27.96 in 1Q 2023)First quarter 2024 results: EPS: JP¥10.50 (down from JP¥27.96 in 1Q 2023). Revenue: JP¥14.9b (up 11% from 1Q 2023). Net income: JP¥364.0m (down 62% from 1Q 2023). Profit margin: 2.4% (down from 7.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.お知らせ • Jul 15+ 1 more updateLEC, Inc. to Report Q2, 2024 Results on Nov 10, 2023LEC, Inc. announced that they will report Q2, 2024 results on Nov 10, 2023お知らせ • Jun 30LEC, Inc. to Report Q1, 2024 Results on Aug 10, 2023LEC, Inc. announced that they will report Q1, 2024 results on Aug 10, 2023お知らせ • May 17LEC, Inc., Annual General Meeting, Jun 28, 2023LEC, Inc., Annual General Meeting, Jun 28, 2023.Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥27.23 (vs JP¥66.36 in FY 2022)Full year 2023 results: EPS: JP¥27.23 (down from JP¥66.36 in FY 2022). Revenue: JP¥55.5b (up 7.9% from FY 2022). Net income: JP¥942.0m (down 59% from FY 2022). Profit margin: 1.7% (down from 4.4% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 17% per year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 08 June 2023. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).Reported Earnings • Feb 12Third quarter 2023 earnings released: JP¥1.24 loss per share (vs JP¥16.04 profit in 3Q 2022)Third quarter 2023 results: JP¥1.24 loss per share (down from JP¥16.04 profit in 3Q 2022). Revenue: JP¥15.1b (up 13% from 3Q 2022). Net loss: JP¥43.0m (down 108% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥9.44 (vs JP¥22.46 in 2Q 2022)Second quarter 2023 results: EPS: JP¥9.44 (down from JP¥22.46 in 2Q 2022). Revenue: JP¥13.5b (up 6.7% from 2Q 2022). Net income: JP¥326.0m (down 58% from 2Q 2022). Profit margin: 2.4% (down from 6.1% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥9.44 (vs JP¥22.46 in 2Q 2022)Second quarter 2023 results: EPS: JP¥9.44 (down from JP¥22.46 in 2Q 2022). Revenue: JP¥13.5b (up 6.7% from 2Q 2022). Net income: JP¥326.0m (down 58% from 2Q 2022). Profit margin: 2.4% (down from 6.1% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.9%).Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.9%).Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥27.96 (vs JP¥21.68 in 1Q 2022)First quarter 2023 results: EPS: JP¥27.96 (up from JP¥21.68 in 1Q 2022). Revenue: JP¥13.4b (flat on 1Q 2022). Net income: JP¥964.0m (up 30% from 1Q 2022). Profit margin: 7.2% (up from 5.6% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Jul 07+ 1 more updateLEC, Inc. to Report Q3, 2023 Results on Feb 03, 2023LEC, Inc. announced that they will report Q3, 2023 results on Feb 03, 2023お知らせ • May 18LEC, Inc., Annual General Meeting, Jun 28, 2022LEC, Inc., Annual General Meeting, Jun 28, 2022.Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥66.36 (vs JP¥122 in FY 2021)Full year 2022 results: EPS: JP¥66.36 (down from JP¥122 in FY 2021). Revenue: JP¥51.4b (up 3.5% from FY 2021). Net income: JP¥2.28b (down 45% from FY 2021). Profit margin: 4.4% (down from 8.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Apr 08LEC, Inc. to Report Fiscal Year 2022 Results on May 13, 2022LEC, Inc. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 08 June 2022. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 07Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥16.04 (down from JP¥40.51 in 3Q 2021). Revenue: JP¥13.4b (up 3.4% from 3Q 2021). Net income: JP¥553.0m (down 60% from 3Q 2021). Profit margin: 4.1% (down from 11% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥22.46 (vs JP¥20.93 in 2Q 2021)The company reported a solid second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2022 results: Revenue: JP¥12.6b (flat on 2Q 2021). Net income: JP¥772.0m (up 8.1% from 2Q 2021). Profit margin: 6.1% (up from 5.7% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 3.1%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.4%).Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥21.68 (vs JP¥34.96 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥13.3b (up 2.1% from 1Q 2021). Net income: JP¥742.0m (down 38% from 1Q 2021). Profit margin: 5.6% (down from 9.2% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥122 (vs JP¥71.36 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥49.7b (up 3.1% from FY 2020). Net income: JP¥4.17b (up 66% from FY 2020). Profit margin: 8.4% (up from 5.2% in FY 2020). 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 19% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 05 June 2021. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.3%).Is New 90 Day High Low • Feb 26New 90-day low: JP¥1,282The company is down 18% from its price of JP¥1,559 on 27 November 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 16% over the same period.Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥40.51 (vs JP¥19.32 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥12.9b (up 4.0% from 3Q 2020). Net income: JP¥1.39b (up 103% from 3Q 2020). Profit margin: 11% (up from 5.5% in 3Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Dec 30New 90-day low: JP¥1,296The company is down 23% from its price of JP¥1,677 on 30 September 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 23% over the same period.Is New 90 Day High Low • Dec 12New 90-day low: JP¥1,450The company is down 11% from its price of JP¥1,625 on 11 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 14% over the same period.お知らせ • Jul 18Ningbo Shinmei Kako Co., Ltd. agreed to acquire Ningbo Rikke Chemical Co., Ltd. from LEC, Inc. (TSE:7874).Ningbo Shinmei Kako Co., Ltd. agreed to acquire Ningbo Rikke Chemical Co., Ltd. from LEC, Inc. (TSE:7874) on July 17, 2020. As a result, Ningbo Rikke Chemical Co., Ltd will not be a subsidiary of LEC, Inc. The transaction is expected to close on September 30, 2020. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、LEC は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:7874 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202668,2942,9786,4679,030N/A12/31/202568,5802,615N/AN/AN/A9/30/202568,0612,0964,2395,932N/A6/30/202567,5351,588N/AN/AN/A3/31/202566,3041,7292,7014,213N/A12/31/202465,0381,428N/AN/AN/A9/30/202463,7881,4434,8886,800N/A6/30/202462,0261,243N/AN/AN/A3/31/202460,7837963,1635,941N/A12/31/202359,922719N/AN/AN/A9/30/202358,3301261613,132N/A6/30/202356,969342N/AN/AN/A3/31/202355,4619426543,370N/A12/31/202254,1011,462N/AN/AN/A9/30/202252,3612,0582304,703N/A6/30/202251,5102,504N/AN/AN/A3/31/202251,4232,282-5,3293,349N/A12/31/202150,4402,940N/AN/AN/A9/30/202150,0023,773-5,2224,609N/A6/30/202149,9593,715N/AN/AN/A3/31/202149,6844,168-2,9645,606N/A12/31/202050,9383,544N/AN/AN/A9/30/202050,4442,8401,3317,837N/A6/30/202049,8563,035N/AN/AN/A3/31/202048,2112,5192,1946,962N/A12/31/201945,9512,894N/AN/AN/A9/30/201945,2493,326N/A3,620N/A6/30/201943,3782,881N/AN/AN/A3/31/201942,1622,915N/A3,754N/A12/31/201840,8972,769N/AN/AN/A9/30/201840,4122,700N/A5,815N/A6/30/201840,0212,536N/AN/AN/A3/31/201839,2142,570N/A4,227N/A12/31/201739,2832,137N/AN/AN/A9/30/201738,1182,196N/A3,857N/A6/30/201737,1412,508N/AN/AN/A3/31/201736,9852,137N/A6,520N/A12/31/201636,2972,196N/AN/AN/A9/30/201635,5201,497N/A5,139N/A6/30/201635,474837N/AN/AN/A3/31/201633,911598N/A1,127N/A12/31/201532,256209N/AN/AN/A9/30/201531,414239N/A237N/A6/30/201529,928425N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 7874の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 7874の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 7874の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 7874の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 7874の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 7874の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 11:09終値2026/05/21 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋LEC, Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Yumiko KaiIchiyoshi Research Institute Inc.null nullStorm Research Limited
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥91.21 (vs JP¥52.80 in FY 2025)Full year 2026 results: EPS: JP¥91.21 (up from JP¥52.80 in FY 2025). Revenue: JP¥68.3b (up 3.0% from FY 2025). Net income: JP¥2.98b (up 72% from FY 2025). Profit margin: 4.4% (up from 2.6% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15LEC, Inc., Annual General Meeting, Jun 25, 2026LEC, Inc., Annual General Meeting, Jun 25, 2026.
Buy Or Sell Opportunity • May 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.2% to JP¥1,033. The fair value is estimated to be JP¥1,310, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 46%.
お知らせ • May 10LEC, Inc. to Report Fiscal Year 2026 Results on May 15, 2026LEC, Inc. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 08 June 2026. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
New Risk • Feb 19New 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 5.4% 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: Major Risk Earnings have declined by 22% per year over the past 5 years. 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 (5.4% average weekly change).
Reported Earnings • Feb 15Third quarter 2026 earnings released: EPS: JP¥32.60 (vs JP¥17.14 in 3Q 2025)Third quarter 2026 results: EPS: JP¥32.60 (up from JP¥17.14 in 3Q 2025). Revenue: JP¥18.5b (up 2.9% from 3Q 2025). Net income: JP¥1.07b (up 99% from 3Q 2025). Profit margin: 5.8% (up from 3.0% in 3Q 2025). 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 4% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 15LEC (TSE:7874) Has Affirmed Its Dividend Of ¥10.00The board of LEC, Inc. ( TSE:7874 ) has announced that it will pay a dividend on the 8th of June, with investors...
お知らせ • Feb 14+ 2 more updatesLEC, Inc. Announces Changes to Dividend PolicyLEC, Inc. at its board meeting held on February 13, 2026 decided to change Dividend Policy. (1) Reason for Changes to Dividend Policy: The company recognize that returning profits to shareholders is one of its top managements priorities and have decided to change its Dividend Policy to enhance its stance on returning profits to shareholders. (2) Details of Changes to Dividend Policy (changes are underlined) (Before Change) The company consider returning profits to shareholders to be a key management priority. Its basic policy is to continue to distribute profits appropriately, based on its business performance, while taking into consideration the necessary capital investments for business expansion and the need to maintain internal reserves for new business development. Regarding Dividends, The company intend to distribute surplus with a consolidated dividend payout ratio of approximately 20%. (After Change) The company consider returning profits to shareholders to be a key management priority. Its basic policy is to continue to distribute profits appropriately, based on its business performance, while taking into consideration the necessary capital investments for business expansion and the need to maintain internal reserves for new business development. Regarding Dividends, The company intend to distribute surplus with a consolidated dividend payout ratio of approximately 30%. (3) Effective Date This Changes will be effective from the Fiscal Year Ending March 31, 2026.
分析記事 • Dec 28LEC (TSE:7874) Is Due To Pay A Dividend Of ¥10.00The board of LEC, Inc. ( TSE:7874 ) has announced that it will pay a dividend on the 8th of June, with investors...
お知らせ • Dec 27LEC, Inc. to Report Q3, 2026 Results on Feb 13, 2026LEC, Inc. announced that they will report Q3, 2026 results on Feb 13, 2026
分析記事 • Dec 11LEC (TSE:7874) Is Paying Out A Dividend Of ¥10.00LEC, Inc. ( TSE:7874 ) has announced that it will pay a dividend of ¥10.00 per share on the 8th of June. Based on this...
Declared Dividend • Dec 11First half dividend of JP¥10.00 announcedDividend of JP¥10.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 8th June 2026 Dividend yield will be 1.9%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 83% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.8% EPS decline seen over the last 5 years.
分析記事 • Nov 21LEC's (TSE:7874) Solid Earnings Are Supported By Other Strong FactorsEven though LEC, Inc.'s ( TSE:7874 ) recent earnings release was robust, the market didn't seem to notice. Our analysis...
Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥25.07 (vs JP¥9.24 in 2Q 2025)Second quarter 2026 results: EPS: JP¥25.07 (up from JP¥9.24 in 2Q 2025). Revenue: JP¥17.1b (up 3.2% from 2Q 2025). Net income: JP¥818.0m (up 164% from 2Q 2025). Profit margin: 4.8% (up from 1.9% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 03LEC, Inc. to Report Q2, 2026 Results on Nov 14, 2025LEC, Inc. announced that they will report Q2, 2026 results on Nov 14, 2025
New Risk • Oct 01New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 28% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 10 December 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).
分析記事 • Aug 31LEC (TSE:7874) Is Due To Pay A Dividend Of ¥10.00The board of LEC, Inc. ( TSE:7874 ) has announced that it will pay a dividend of ¥10.00 per share on the 10th of...
分析記事 • Aug 13LEC (TSE:7874) Has Affirmed Its Dividend Of ¥10.00The board of LEC, Inc. ( TSE:7874 ) has announced that it will pay a dividend on the 10th of December, with investors...
Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥20.61 (vs JP¥23.27 in 1Q 2025)First quarter 2026 results: EPS: JP¥20.61 (down from JP¥23.27 in 1Q 2025). Revenue: JP¥17.3b (up 7.6% from 1Q 2025). Net income: JP¥670.0m (down 17% from 1Q 2025). Profit margin: 3.9% (down from 5.0% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
分析記事 • Jul 23LEC (TSE:7874) Is Due To Pay A Dividend Of ¥10.00The board of LEC, Inc. ( TSE:7874 ) has announced that it will pay a dividend of ¥10.00 per share on the 10th of...
分析記事 • Jul 09LEC (TSE:7874) Has Affirmed Its Dividend Of ¥10.00LEC, Inc.'s ( TSE:7874 ) investors are due to receive a payment of ¥10.00 per share on 10th of December. This means...
Declared Dividend • Jul 09Final dividend of JP¥10.00 announcedDividend of JP¥10.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 10th December 2025 Dividend yield will be 1.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 48% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.7% EPS decline seen over the last 5 years.
お知らせ • Jun 07LEC, Inc. to Report Q1, 2026 Results on Aug 08, 2025LEC, Inc. announced that they will report Q1, 2026 results on Aug 08, 2025
分析記事 • May 23Statutory Profit Doesn't Reflect How Good LEC's (TSE:7874) Earnings AreLEC, Inc. ( TSE:7874 ) recently posted some strong earnings, and the market responded positively. Our analysis found...
Reported Earnings • May 21Full year 2025 earnings released: EPS: JP¥52.80 (vs JP¥22.88 in FY 2024)Full year 2025 results: EPS: JP¥52.80 (up from JP¥22.88 in FY 2024). Revenue: JP¥66.3b (up 9.1% from FY 2024). Net income: JP¥1.73b (up 117% from FY 2024). Profit margin: 2.6% (up from 1.3% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
お知らせ • May 15LEC, Inc., Annual General Meeting, Jun 26, 2025LEC, Inc., Annual General Meeting, Jun 26, 2025.
New Risk • May 12New 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 7.3% 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: Major Risks Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Earnings have declined by 28% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.3% average weekly change).
分析記事 • May 07Optimistic Investors Push LEC, Inc. (TSE:7874) Shares Up 27% But Growth Is LackingThose holding LEC, Inc. ( TSE:7874 ) shares would be relieved that the share price has rebounded 27% in the last thirty...
Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,420, the stock trades at a trailing P/E ratio of 31.1x. Average trailing P/E is 11x in the Consumer Durables industry in Japan. Total returns to shareholders of 75% over the past three years.
分析記事 • Apr 14Estimating The Intrinsic Value Of LEC, Inc. (TSE:7874)Key Insights Using the 2 Stage Free Cash Flow to Equity, LEC fair value estimate is JP¥1,185 LEC's JP¥1,217 share price...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,007, the stock trades at a trailing P/E ratio of 22x. Average trailing P/E is 11x in the Consumer Durables industry in Japan. Total returns to shareholders of 25% over the past three years.
New Risk • Apr 07New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.0% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Earnings have declined by 28% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.5%).
お知らせ • Feb 28LEC, Inc. to Report Fiscal Year 2025 Results on May 15, 2025LEC, Inc. announced that they will report fiscal year 2025 results on May 15, 2025
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥17.14 (vs JP¥15.77 in 3Q 2024)Third quarter 2025 results: EPS: JP¥17.14. Revenue: JP¥18.0b (up 7.5% from 3Q 2024). Net income: JP¥535.0m (down 2.7% from 3Q 2024). Profit margin: 3.0% (down from 3.3% in 3Q 2024). The decrease in margin was driven by higher expenses.
分析記事 • Nov 15Shareholders Can Be Confident That LEC's (TSE:7874) Earnings Are High QualityInvestors were underwhelmed by the solid earnings posted by LEC, Inc. ( TSE:7874 ) recently. We did some digging and...
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥9.24 (vs JP¥3.17 in 2Q 2024)Second quarter 2025 results: EPS: JP¥9.24 (up from JP¥3.17 in 2Q 2024). Revenue: JP¥16.6b (up 12% from 2Q 2024). Net income: JP¥310.0m (up 182% from 2Q 2024). Profit margin: 1.9% (up from 0.7% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 27% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (5.9% average weekly change).
お知らせ • Oct 12LEC, Inc. to Report Q3, 2025 Results on Feb 07, 2025LEC, Inc. announced that they will report Q3, 2025 results on Feb 07, 2025
Upcoming Dividend • Sep 20Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.8%).
お知らせ • Aug 30LEC, Inc. (TSE:7874) announces an Equity Buyback for 3,800,000 shares, for ¥4,905.8 million.LEC, Inc. (TSE:7874) announces a share repurchase program. Under the program, the company will repurchase 3,800,000 shares, representing 10.64% of the outstanding shares for ¥4,905.8 million. The shares will be repurchased at ¥1,291 per share. The purpose of the program is to implement flexible capital policies in response to changes in the business environment and improve capital efficiency. As of June 30, 2024, the company had 35,703,248 shares outstanding and 2,462,092 shares in treasury.
Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥23.27 (vs JP¥10.50 in 1Q 2024)First quarter 2025 results: EPS: JP¥23.27 (up from JP¥10.50 in 1Q 2024). Revenue: JP¥16.1b (up 8.4% from 1Q 2024). Net income: JP¥811.0m (up 123% from 1Q 2024). Profit margin: 5.0% (up from 2.4% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Aug 13Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 8.5% to JP¥1,313. The fair value is estimated to be JP¥1,045, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has declined by 68%.
お知らせ • May 25LEC, Inc. to Report Q2, 2025 Results on Nov 08, 2024LEC, Inc. announced that they will report Q2, 2025 results on Nov 08, 2024
Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥22.88 (vs JP¥27.23 in FY 2023)Full year 2024 results: EPS: JP¥22.88 (down from JP¥27.23 in FY 2023). Revenue: JP¥60.8b (up 9.6% from FY 2023). Net income: JP¥796.0m (down 16% from FY 2023). Profit margin: 1.3% (down from 1.7% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
お知らせ • May 12LEC, Inc., Annual General Meeting, Jun 26, 2024LEC, Inc., Annual General Meeting, Jun 26, 2024.
お知らせ • Apr 22LEC, Inc. to Report Q1, 2025 Results on Aug 09, 2024LEC, Inc. announced that they will report Q1, 2025 results on Aug 09, 2024
お知らせ • Apr 05LEC, Inc. to Report Fiscal Year 2024 Results on May 10, 2024LEC, Inc. announced that they will report fiscal year 2024 results on May 10, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 June 2024. Payout ratio is on the higher end at 97%, and the cash payout ratio is above 100%. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.6%).
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥15.77 (vs JP¥1.24 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥15.77 (up from JP¥1.24 loss in 3Q 2023). Revenue: JP¥16.7b (up 11% from 3Q 2023). Net income: JP¥550.0m (up JP¥593.0m from 3Q 2023). Profit margin: 3.3% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥3.17 (vs JP¥9.44 in 2Q 2023)Second quarter 2024 results: EPS: JP¥3.17 (down from JP¥9.44 in 2Q 2023). Revenue: JP¥14.8b (up 10% from 2Q 2023). Net income: JP¥110.0m (down 66% from 2Q 2023). Profit margin: 0.7% (down from 2.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥10.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).
Reported Earnings • Aug 14First quarter 2024 earnings released: EPS: JP¥10.50 (vs JP¥27.96 in 1Q 2023)First quarter 2024 results: EPS: JP¥10.50 (down from JP¥27.96 in 1Q 2023). Revenue: JP¥14.9b (up 11% from 1Q 2023). Net income: JP¥364.0m (down 62% from 1Q 2023). Profit margin: 2.4% (down from 7.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 15+ 1 more updateLEC, Inc. to Report Q2, 2024 Results on Nov 10, 2023LEC, Inc. announced that they will report Q2, 2024 results on Nov 10, 2023
お知らせ • Jun 30LEC, Inc. to Report Q1, 2024 Results on Aug 10, 2023LEC, Inc. announced that they will report Q1, 2024 results on Aug 10, 2023
お知らせ • May 17LEC, Inc., Annual General Meeting, Jun 28, 2023LEC, Inc., Annual General Meeting, Jun 28, 2023.
Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥27.23 (vs JP¥66.36 in FY 2022)Full year 2023 results: EPS: JP¥27.23 (down from JP¥66.36 in FY 2022). Revenue: JP¥55.5b (up 7.9% from FY 2022). Net income: JP¥942.0m (down 59% from FY 2022). Profit margin: 1.7% (down from 4.4% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 17% per year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 08 June 2023. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: JP¥1.24 loss per share (vs JP¥16.04 profit in 3Q 2022)Third quarter 2023 results: JP¥1.24 loss per share (down from JP¥16.04 profit in 3Q 2022). Revenue: JP¥15.1b (up 13% from 3Q 2022). Net loss: JP¥43.0m (down 108% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥9.44 (vs JP¥22.46 in 2Q 2022)Second quarter 2023 results: EPS: JP¥9.44 (down from JP¥22.46 in 2Q 2022). Revenue: JP¥13.5b (up 6.7% from 2Q 2022). Net income: JP¥326.0m (down 58% from 2Q 2022). Profit margin: 2.4% (down from 6.1% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥9.44 (vs JP¥22.46 in 2Q 2022)Second quarter 2023 results: EPS: JP¥9.44 (down from JP¥22.46 in 2Q 2022). Revenue: JP¥13.5b (up 6.7% from 2Q 2022). Net income: JP¥326.0m (down 58% from 2Q 2022). Profit margin: 2.4% (down from 6.1% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.9%).
Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.9%).
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥27.96 (vs JP¥21.68 in 1Q 2022)First quarter 2023 results: EPS: JP¥27.96 (up from JP¥21.68 in 1Q 2022). Revenue: JP¥13.4b (flat on 1Q 2022). Net income: JP¥964.0m (up 30% from 1Q 2022). Profit margin: 7.2% (up from 5.6% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Jul 07+ 1 more updateLEC, Inc. to Report Q3, 2023 Results on Feb 03, 2023LEC, Inc. announced that they will report Q3, 2023 results on Feb 03, 2023
お知らせ • May 18LEC, Inc., Annual General Meeting, Jun 28, 2022LEC, Inc., Annual General Meeting, Jun 28, 2022.
Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥66.36 (vs JP¥122 in FY 2021)Full year 2022 results: EPS: JP¥66.36 (down from JP¥122 in FY 2021). Revenue: JP¥51.4b (up 3.5% from FY 2021). Net income: JP¥2.28b (down 45% from FY 2021). Profit margin: 4.4% (down from 8.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Apr 08LEC, Inc. to Report Fiscal Year 2022 Results on May 13, 2022LEC, Inc. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 08 June 2022. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 07Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥16.04 (down from JP¥40.51 in 3Q 2021). Revenue: JP¥13.4b (up 3.4% from 3Q 2021). Net income: JP¥553.0m (down 60% from 3Q 2021). Profit margin: 4.1% (down from 11% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥22.46 (vs JP¥20.93 in 2Q 2021)The company reported a solid second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2022 results: Revenue: JP¥12.6b (flat on 2Q 2021). Net income: JP¥772.0m (up 8.1% from 2Q 2021). Profit margin: 6.1% (up from 5.7% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 3.1%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.4%).
Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥21.68 (vs JP¥34.96 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥13.3b (up 2.1% from 1Q 2021). Net income: JP¥742.0m (down 38% from 1Q 2021). Profit margin: 5.6% (down from 9.2% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥122 (vs JP¥71.36 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥49.7b (up 3.1% from FY 2020). Net income: JP¥4.17b (up 66% from FY 2020). Profit margin: 8.4% (up from 5.2% in FY 2020). 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 19% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 05 June 2021. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.3%).
Is New 90 Day High Low • Feb 26New 90-day low: JP¥1,282The company is down 18% from its price of JP¥1,559 on 27 November 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 16% over the same period.
Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥40.51 (vs JP¥19.32 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥12.9b (up 4.0% from 3Q 2020). Net income: JP¥1.39b (up 103% from 3Q 2020). Profit margin: 11% (up from 5.5% in 3Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Dec 30New 90-day low: JP¥1,296The company is down 23% from its price of JP¥1,677 on 30 September 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 23% over the same period.
Is New 90 Day High Low • Dec 12New 90-day low: JP¥1,450The company is down 11% from its price of JP¥1,625 on 11 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 14% over the same period.
お知らせ • Jul 18Ningbo Shinmei Kako Co., Ltd. agreed to acquire Ningbo Rikke Chemical Co., Ltd. from LEC, Inc. (TSE:7874).Ningbo Shinmei Kako Co., Ltd. agreed to acquire Ningbo Rikke Chemical Co., Ltd. from LEC, Inc. (TSE:7874) on July 17, 2020. As a result, Ningbo Rikke Chemical Co., Ltd will not be a subsidiary of LEC, Inc. The transaction is expected to close on September 30, 2020.