View ValuationZojirushi 将来の成長Future 基準チェック /16Zojirushi利益と収益がそれぞれ年間5.5%と3.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に7.3% 5.7%なると予測されています。主要情報5.5%収益成長率5.65%EPS成長率Consumer Durables 収益成長12.7%収益成長率3.6%将来の株主資本利益率7.29%アナリストカバレッジLow最終更新日10 Apr 2026今後の成長に関する最新情報Price Target Changed • Jul 11Price target increased by 16% to JP¥1,850Up from JP¥1,600, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,937. Stock is up 27% over the past year. The company is forecast to post earnings per share of JP¥78.90 for next year compared to JP¥96.62 last year.分析記事 • Dec 26Results: Zojirushi Corporation Exceeded Expectations And The Consensus Has Updated Its EstimatesThe yearly results for Zojirushi Corporation ( TSE:7965 ) were released last week, making it a good time to revisit its...Major Estimate Revision • Jan 02Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥73.90 to JP¥84.20. Revenue forecast steady at JP¥87.5b. Net income forecast to grow 28% next year vs 4.6% growth forecast for Consumer Durables industry in Japan. Consensus price target down from JP¥1,550 to JP¥1,500. Share price fell 5.3% to JP¥1,491 over the past week.お知らせ • Jul 06+ 1 more updateZojirushi Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending November 20, 2023Zojirushi Corporation provided consolidated earnings guidance for the fiscal year ending November 20, 2023. For the year, the company expects net sales of JPY 84,000 million, operating profit of JPY 5,000 million, profit attributable to owners of parent of JPY 4,250 million and basic earnings per share of JPY 62.82.Price Target Changed • Apr 06Price target increased by 11% to JP¥1,550Up from JP¥1,400, the current price target is provided by 1 analyst. New target price is 6.6% below last closing price of JP¥1,660. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥58.16 for next year compared to JP¥54.08 last year.Major Estimate Revision • Aug 20Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥80.3b to JP¥82.5b. EPS estimate increased from JP¥57.74 to JP¥63.64 per share. Net income forecast to shrink 12% next year vs 7.8% growth forecast for Consumer Durables industry in Japan . Consensus price target of JP¥1,350 unchanged from last update. Share price rose 6.3% to JP¥1,666 over the past week.すべての更新を表示Recent updatesBuy Or Sell Opportunity • Jun 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to JP¥1,414. The fair value is estimated to be JP¥1,778, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 5.5% per annum over the same time period.お知らせ • May 23Zojirushi Corporation to Report Q2, 2026 Results on Jun 29, 2026Zojirushi Corporation announced that they will report Q2, 2026 results on Jun 29, 2026Declared Dividend • May 14Dividend of JP¥23.00 announcedShareholders will receive a dividend of JP¥23.00. Ex-date: 19th May 2026 Payment date: 27th July 2026 Dividend yield will be 4.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Apr 02Here's Why Zojirushi (TSE:7965) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Reported Earnings • Apr 02First quarter 2026 earnings released: EPS: JP¥43.47 (vs JP¥25.93 in 1Q 2025)First quarter 2026 results: EPS: JP¥43.47 (up from JP¥25.93 in 1Q 2025). Revenue: JP¥30.4b (up 21% from 1Q 2025). Net income: JP¥2.76b (up 62% from 1Q 2025). Profit margin: 9.1% (up from 6.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Board Change • Feb 27Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Outside Director Tomoko Nishimura was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Dec 26Zojirushi Corporation, Annual General Meeting, Feb 19, 2026Zojirushi Corporation, Annual General Meeting, Feb 19, 2026.Reported Earnings • Dec 26Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥92.29 (down from JP¥96.62 in FY 2024). Revenue: JP¥91.2b (up 4.5% from FY 2024). Net income: JP¥5.98b (down 7.5% from FY 2024). Profit margin: 6.6% (down from 7.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Nov 22Zojirushi Corporation to Report Fiscal Year 2025 Results on Dec 25, 2025Zojirushi Corporation announced that they will report fiscal year 2025 results on Dec 25, 2025Upcoming Dividend • Nov 12Upcoming dividend of JP¥34.00 per shareEligible shareholders must have bought the stock before 19 November 2025. Payment date: 20 February 2026. Payout ratio is a comfortable 60% and the cash payout ratio is 75%. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.4%).Reported Earnings • Oct 02Third quarter 2025 earnings released: EPS: JP¥11.42 (vs JP¥12.35 in 3Q 2024)Third quarter 2025 results: EPS: JP¥11.42 (down from JP¥12.35 in 3Q 2024). Revenue: JP¥17.6b (down 11% from 3Q 2024). Net income: JP¥735.0m (down 9.9% from 3Q 2024). Profit margin: 4.2% (up from 4.1% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Board Change • Aug 27Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Outside Director Tomoko Nishimura was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Aug 26Zojirushi (TSE:7965) Has Announced That It Will Be Increasing Its Dividend To ¥34.00Zojirushi Corporation ( TSE:7965 ) will increase its dividend from last year's comparable payment on the 20th of...お知らせ • Aug 26Zojirushi Corporation to Report Q3, 2025 Results on Sep 30, 2025Zojirushi Corporation announced that they will report Q3, 2025 results on Sep 30, 2025分析記事 • Aug 11Zojirushi's (TSE:7965) Shareholders Will Receive A Bigger Dividend Than Last YearZojirushi Corporation ( TSE:7965 ) has announced that it will be increasing its dividend from last year's comparable...お知らせ • Aug 05Zojirushi Corporation (TSE:7965) entered into a share transfer agreement to acquire Lin & Partners Distributors Limited from Groomhill Investments Limited for HKD 46.3 million.Zojirushi Corporation (TSE:7965) entered into a share transfer agreement to acquire Lin & Partners Distributors Limited from Groomhill Investments Limited for HKD 46.3 million on August 4, 2025. A cash consideration of HKD 46.29 million will be paid by Zojirushi Corporation, which will be subject to value adjustments stipulated in the share purchase agreement. For the period ending December 31, 2024, Lin & Partners Distributors Limited reported total revenue of HKD 154.63 million. As of December 31, 2024, Lin & Partners Distributors Limited reported total assets of HKD 154.42 million and total common equity of HKD 120.83 million. The expected completion of the transaction is September 30, 2025.分析記事 • Jul 27Zojirushi's (TSE:7965) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Zojirushi Corporation ( TSE:7965 ) has announced that it will be paying its dividend of ¥34.00 on the 20th...Declared Dividend • Jul 26First half dividend of JP¥34.00 announcedShareholders will receive a dividend of JP¥34.00. Ex-date: 19th November 2025 Payment date: 20th February 2026 Dividend yield will be 3.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (71% cash payout ratio). The dividend has increased by an average of 20% 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 • Jul 11Price target increased by 16% to JP¥1,850Up from JP¥1,600, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,937. Stock is up 27% over the past year. The company is forecast to post earnings per share of JP¥78.90 for next year compared to JP¥96.62 last year.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improves as stock rises 33%After last week's 33% share price gain to JP¥1,773, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 27% over the past three years.分析記事 • Jul 04Zojirushi Corporation (TSE:7965) Stock Rockets 29% As Investors Are Less Pessimistic Than ExpectedThe Zojirushi Corporation ( TSE:7965 ) share price has done very well over the last month, posting an excellent gain of...お知らせ • Jul 03Zojirushi Corporation (TSE:7965) announces an Equity Buyback for 2,900,000 shares, representing 4.42% for ¥3,400 million.Zojirushi Corporation (TSE:7965) announces a share repurchase program. Under the program, the company will repurchase up to 2,900,000 shares, representing 4.42% of its issued share capital, for ¥ 3,400 million. The purpose of the program is to improve shareholder returns and capital efficiency. The program will be valid till November 20, 2025.As of May 20, 2025, the company had 65,627,023 shares (excluding treasury stock) and 6,972,977 shares in treasury.分析記事 • Jul 01Estimating The Fair Value Of Zojirushi Corporation (TSE:7965)Key Insights Using the 2 Stage Free Cash Flow to Equity, Zojirushi fair value estimate is JP¥1,516 With JP¥1,637 share...New Risk • Jul 01New 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 3.5% 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 (3.5% average weekly change).Reported Earnings • Jul 01Second quarter 2025 earnings released: EPS: JP¥16.93 (vs JP¥31.54 in 2Q 2024)Second quarter 2025 results: EPS: JP¥16.93 (down from JP¥31.54 in 2Q 2024). Revenue: JP¥21.1b (up 8.6% from 2Q 2024). Net income: JP¥1.11b (down 48% from 2Q 2024). Profit margin: 5.3% (down from 11% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 1.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 30+ 1 more updateZojirushi Corporation Declares Dividend for the Second Quarter; Provides Dividend Guidance for the Full Fiscal Year Ending November 20, 2025Zojirushi Corporation declared dividend for the second quarter; provided dividend guidance for the full Fiscal year ending November 20, 2025. For the quarter company declared to pay dividend of JPY 30.00 per share compared to JPY 17.00 per share a year ago. Scheduled date of commencing dividend payments: July 25, 2025 For the full year company expects to pay dividend of JPY 34.00 per share compared to JPY 23.00 per share a year ago.お知らせ • May 14Zojirushi Corporation to Report Q2, 2025 Results on Jun 30, 2025Zojirushi Corporation announced that they will report Q2, 2025 results on Jun 30, 2025Upcoming Dividend • May 12Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 19 May 2025. Payment date: 28 July 2025. Payout ratio is a comfortable 44% and the cash payout ratio is 81%. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.6%).Reported Earnings • Apr 02First quarter 2025 earnings released: EPS: JP¥34.93 (vs JP¥39.83 in 1Q 2024)First quarter 2025 results: EPS: JP¥34.93 (down from JP¥39.83 in 1Q 2024). Revenue: JP¥29.0b (up 3.2% from 1Q 2024). Net income: JP¥2.29b (down 15% from 1Q 2024). Profit margin: 7.9% (down from 9.6% in 1Q 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.分析記事 • Apr 01Zojirushi (TSE:7965) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Declared Dividend • Mar 12Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 19th May 2025 Payment date: 28th July 2025 Dividend yield will be 2.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (41% earnings payout ratio) and cash flows (81% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 4.3% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Mar 04We Think That There Are Issues Underlying Zojirushi's (TSE:7965) EarningsLast week's profit announcement from Zojirushi Corporation ( TSE:7965 ) was underwhelming for investors, despite...お知らせ • Feb 08Zojirushi Corporation to Report Q1, 2025 Results on Mar 31, 2025Zojirushi Corporation announced that they will report Q1, 2025 results on Mar 31, 2025分析記事 • Dec 26Results: Zojirushi Corporation Exceeded Expectations And The Consensus Has Updated Its EstimatesThe yearly results for Zojirushi Corporation ( TSE:7965 ) were released last week, making it a good time to revisit its...Reported Earnings • Dec 26Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥96.62 (up from JP¥65.63 in FY 2023). Revenue: JP¥87.2b (up 4.5% from FY 2023). Net income: JP¥6.46b (up 46% from FY 2023). Profit margin: 7.4% (up from 5.3% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 20%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year and the company’s share price has also increased by 8% per year.Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,839, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 11x in the Consumer Durables industry in Japan. Total returns to shareholders of 22% over the past three years.分析記事 • Dec 17Returns At Zojirushi (TSE:7965) Appear To Be Weighed DownIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...New Risk • Dec 17New 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). Large one-off items impacting financial results.Buy Or Sell Opportunity • Dec 17Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 7.8% to JP¥1,823. The fair value is estimated to be JP¥1,475, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are also forecast to grow by 2.2% per annum over the same time period.Buy Or Sell Opportunity • Nov 28Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,543. The fair value is estimated to be JP¥1,274, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 1.2% per annum over the same time period.分析記事 • Nov 17Zojirushi (TSE:7965) Is Due To Pay A Dividend Of ¥17.00Zojirushi Corporation ( TSE:7965 ) will pay a dividend of ¥17.00 on the 19th of February. The dividend yield will be...お知らせ • Nov 16Zojirushi Corporation to Report Fiscal Year 2024 Results on Dec 23, 2024Zojirushi Corporation announced that they will report fiscal year 2024 results on Dec 23, 2024Upcoming Dividend • Nov 12Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 19 November 2024. Payment date: 19 February 2025. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.7%).Reported Earnings • Oct 02Third quarter 2024 earnings released: EPS: JP¥0.66 (vs JP¥0.31 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥0.66 (up from JP¥0.31 loss in 3Q 2023). Revenue: JP¥18.2b (up 10% from 3Q 2023). Net income: JP¥44.0m (up JP¥65.0m from 3Q 2023). Profit margin: 0.2% (up from net loss in 3Q 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.分析記事 • Sep 06What Zojirushi Corporation's (TSE:7965) 25% Share Price Gain Is Not Telling YouZojirushi Corporation ( TSE:7965 ) shares have had a really impressive month, gaining 25% after a shaky period...分析記事 • Aug 21Zojirushi (TSE:7965) Is Due To Pay A Dividend Of ¥17.00Zojirushi Corporation ( TSE:7965 ) will pay a dividend of ¥17.00 on the 19th of February. This means the annual payment...お知らせ • Aug 21Zojirushi Corporation to Report Q3, 2024 Results on Oct 01, 2024Zojirushi Corporation announced that they will report Q3, 2024 results on Oct 01, 2024Buy Or Sell Opportunity • Aug 16Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,471. The fair value is estimated to be JP¥1,216, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 3.3%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are also forecast to grow by 0.4% per annum over the same time period.分析記事 • Jul 22Zojirushi (TSE:7965) Has Announced A Dividend Of ¥17.00The board of Zojirushi Corporation ( TSE:7965 ) has announced that it will pay a dividend on the 19th of February, with...分析記事 • Jul 12There May Be Underlying Issues With The Quality Of Zojirushi's (TSE:7965) EarningsZojirushi Corporation's ( TSE:7965 ) robust earnings report didn't manage to move the market for its stock. Our...分析記事 • Jul 04Zojirushi (TSE:7965) Is Paying Out A Dividend Of ¥17.00The board of Zojirushi Corporation ( TSE:7965 ) has announced that it will pay a dividend of ¥17.00 per share on the...Reported Earnings • Jul 03Second quarter 2024 earnings released: EPS: JP¥31.54 (vs JP¥13.01 in 2Q 2023)Second quarter 2024 results: EPS: JP¥31.54 (up from JP¥13.01 in 2Q 2023). Revenue: JP¥19.4b (up 6.1% from 2Q 2023). Net income: JP¥2.14b (up 143% from 2Q 2023). Profit margin: 11% (up from 4.8% in 2Q 2023). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 2% per year.お知らせ • Jul 02Zojirushi Corporation (TSE:7965) announces an Equity Buyback for 2,500,000 shares, representing 3.69% for ¥3,897.5 million.Zojirushi Corporation (TSE:7965) announces a share repurchase program. Under the program, the company will repurchase up to 170,000 shares, representing 3.69% of its issued share capital, for ¥ 3,897.5 million. The repurchase price will be ¥ 1,559 per share. The purpose of the program is to improve shareholder returns and capital efficiency. As of May 20, 2024, the company had 67,697,083 shares (excluding treasury stock) and 4,902,917 shares in treasury.お知らせ • May 20Zojirushi Corporation to Report Q2, 2024 Results on Jul 01, 2024Zojirushi Corporation announced that they will report Q2, 2024 results on Jul 01, 2024Upcoming Dividend • May 10Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 17 May 2024. Payment date: 29 July 2024. Payout ratio is a comfortable 54% and the cash payout ratio is 78%. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.7%).分析記事 • Apr 27Zojirushi (TSE:7965) Is Due To Pay A Dividend Of ¥17.00Zojirushi Corporation ( TSE:7965 ) will pay a dividend of ¥17.00 on the 29th of July. The dividend yield will be 2.2...分析記事 • Apr 03Zojirushi (TSE:7965) Is Paying Out A Dividend Of ¥17.00Zojirushi Corporation's ( TSE:7965 ) investors are due to receive a payment of ¥17.00 per share on 29th of July. This...お知らせ • Apr 03Zojirushi Corporation Provides Dividend Guidance for the Second Quarter-End and Year End of the Fiscal Year Ending November 20, 2024Zojirushi Corporation provided dividend guidance for the second quarter-end and year end of the fiscal year ending November 20, 2024. For the second quarter-end, the company expects dividend of JPY 17.00 per share against JPY 17.00 per share paid a year ago.For the Year ending, the company expects year-end dividend of JPY 17.00 per share against JPY 17.00 per share paid a year ago.Reported Earnings • Apr 02First quarter 2024 earnings released: EPS: JP¥39.83 (vs JP¥42.16 in 1Q 2023)First quarter 2024 results: EPS: JP¥39.83 (down from JP¥42.16 in 1Q 2023). Revenue: JP¥28.1b (up 3.7% from 1Q 2023). Net income: JP¥2.70b (down 5.5% from 1Q 2023). Profit margin: 9.6% (in line with 1Q 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 9% per year.分析記事 • Mar 04Zojirushi (TSE:7965) Is Paying Out A Dividend Of ¥17.00Zojirushi Corporation ( TSE:7965 ) has announced that it will pay a dividend of ¥17.00 per share on the 29th of July...Declared Dividend • Mar 04Final dividend of JP¥17.00 announcedDividend of JP¥17.00 is the same as last year. Ex-date: 17th May 2024 Payment date: 29th July 2024 Dividend yield will be 2.4%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 21Zojirushi Corporation to Report Q1, 2024 Results on Apr 01, 2024Zojirushi Corporation announced that they will report Q1, 2024 results on Apr 01, 2024Major Estimate Revision • Jan 02Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥73.90 to JP¥84.20. Revenue forecast steady at JP¥87.5b. Net income forecast to grow 28% next year vs 4.6% growth forecast for Consumer Durables industry in Japan. Consensus price target down from JP¥1,550 to JP¥1,500. Share price fell 5.3% to JP¥1,491 over the past week.お知らせ • Dec 27+ 2 more updatesZojirushi Corporation, Annual General Meeting, Feb 16, 2024Zojirushi Corporation, Annual General Meeting, Feb 16, 2024.Reported Earnings • Dec 26Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥65.63 (up from JP¥54.08 in FY 2022). Revenue: JP¥83.5b (up 1.2% from FY 2022). Net income: JP¥4.44b (up 21% from FY 2022). Profit margin: 5.3% (up from 4.4% in FY 2022). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 8.3%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 7% per year.Upcoming Dividend • Nov 10Upcoming dividend of JP¥17.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 17 November 2023. Payment date: 17 February 2024. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.7%).お知らせ • Nov 08Zojirushi Corporation to Report Fiscal Year 2023 Results on Dec 25, 2023Zojirushi Corporation announced that they will report fiscal year 2023 results on Dec 25, 2023Reported Earnings • Oct 05Third quarter 2023 earnings released: JP¥0.31 loss per share (vs JP¥0.75 profit in 3Q 2022)Third quarter 2023 results: JP¥0.31 loss per share (down from JP¥0.75 profit in 3Q 2022). Revenue: JP¥16.5b (down 1.1% from 3Q 2022). Net loss: JP¥21.0m (down 141% from profit in 3Q 2022). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year and the company’s share price has also fallen by 4% per year.お知らせ • Aug 27Zojirushi Corporation to Report Q3, 2023 Results on Oct 02, 2023Zojirushi Corporation announced that they will report Q3, 2023 results on Oct 02, 2023お知らせ • Jul 06+ 1 more updateZojirushi Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending November 20, 2023Zojirushi Corporation provided consolidated earnings guidance for the fiscal year ending November 20, 2023. For the year, the company expects net sales of JPY 84,000 million, operating profit of JPY 5,000 million, profit attributable to owners of parent of JPY 4,250 million and basic earnings per share of JPY 62.82.Reported Earnings • Jul 04Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: JP¥13.01 (down from JP¥13.56 in 2Q 2022). Revenue: JP¥18.3b (down 2.3% from 2Q 2022). Net income: JP¥880.0m (down 4.0% from 2Q 2022). Profit margin: 4.8% (down from 4.9% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) exceeded analyst estimates by 32%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 21Zojirushi Corporation to Report Q2, 2023 Results on Jul 03, 2023Zojirushi Corporation announced that they will report Q2, 2023 results on Jul 03, 2023Upcoming Dividend • May 11Upcoming dividend of JP¥17.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 31 July 2023. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.7%).Price Target Changed • Apr 06Price target increased by 11% to JP¥1,550Up from JP¥1,400, the current price target is provided by 1 analyst. New target price is 6.6% below last closing price of JP¥1,660. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥58.16 for next year compared to JP¥54.08 last year.Reported Earnings • Apr 04First quarter 2023 earnings released: EPS: JP¥42.16 (vs JP¥40.75 in 1Q 2022)First quarter 2023 results: EPS: JP¥42.16 (up from JP¥40.75 in 1Q 2022). Revenue: JP¥27.1b (up 2.4% from 1Q 2022). Net income: JP¥2.85b (up 3.5% from 1Q 2022). Profit margin: 11% (in line with 1Q 2022). Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year.お知らせ • Dec 28Zojirushi Corporation, Annual General Meeting, Feb 16, 2023Zojirushi Corporation, Annual General Meeting, Feb 16, 2023.Reported Earnings • Dec 27Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥54.08 (down from JP¥66.68 in FY 2021). Revenue: JP¥82.5b (up 6.3% from FY 2021). Net income: JP¥3.66b (down 19% from FY 2021). Profit margin: 4.4% (down from 5.8% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Nov 20Zojirushi Corporation to Report Fiscal Year 2022 Results on Dec 26, 2022Zojirushi Corporation announced that they will report fiscal year 2022 results on Dec 26, 2022Upcoming Dividend • Nov 10Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 17 November 2022. Payment date: 18 February 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).お知らせ • Oct 18Zojirushi and Hello Kitty(R) Get Countertop CozyZojirushi announces the release of a new Hello Kitty® branded Micom Water Boiler & Warmer (CD-WCC30KT). Zojirushi's water boilers are a convenient kitchen counter appliance that allows users to have hot water at the ready and Hello Kitty by their side. Available in a 3-liter capacity, this supercute boiler features Hello Kitty® in gold to match the previously released rice cooker and is available online at shop.zojirushi.com and other retailers on Oct. 17, 2022 for a MSRP of $183.00. Water boilers differ from electric kettles in that they hold a larger supply of water, and they do not shut off once water boils. Having hot water readily available is the perfect solution to quenching thirst and staying healthy. According to the Tea Association's Fact Sheet, research suggests that drinking 3 to 5 cups of certain varieties of tea per day can offer significant health benefits. The Micom Water Boiler & Warmer is ideal for use in the home or office, making tea, instant coffee, hot chocolate, instant soups, sauces and practical applications like blanching vegetables, or warming baby bottles. Features of this model include a micro-computerized temperature control system that maintains four hot water temperatures: 160ºF, 175ºF, 195ºF, or 208ºF. There is also a Quick Temp mode that heats the water to the selected keep warm temperature without reaching a boil, saving time and energy. In addition, an energy saving timer function automatically turns on the boiler at a set time to save electricity. The wide window water level gauge allows users to easily see when they need to refill, and the LCD panel displays the current water temperature. This model also has a Café Drip dispensing mode for slow water dispensing and boasts a safety auto shut-off that automatically turns off the boiler when empty, preventing over-heating of the unit. The Limited Edition is exclusive to the U.S. and Canada with a Hello Kitty® pattern designed specifically for Zojirushi.Reported Earnings • Oct 05Third quarter 2022 earnings released: EPS: JP¥0.75 (vs JP¥5.71 in 3Q 2021)Third quarter 2022 results: EPS: JP¥0.75 (down from JP¥5.71 in 3Q 2021). Revenue: JP¥16.7b (up 8.2% from 3Q 2021). Net income: JP¥51.0m (down 87% from 3Q 2021). Profit margin: 0.3% (down from 2.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 26Zojirushi Corporation to Report Q3, 2022 Results on Oct 03, 2022Zojirushi Corporation announced that they will report Q3, 2022 results on Oct 03, 2022Major Estimate Revision • Aug 20Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥80.3b to JP¥82.5b. EPS estimate increased from JP¥57.74 to JP¥63.64 per share. Net income forecast to shrink 12% next year vs 7.8% growth forecast for Consumer Durables industry in Japan . Consensus price target of JP¥1,350 unchanged from last update. Share price rose 6.3% to JP¥1,666 over the past week.Reported Earnings • Jul 03Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: JP¥13.56 (up from JP¥10.07 in 2Q 2021). Revenue: JP¥18.7b (up 5.3% from 2Q 2021). Net income: JP¥917.0m (up 35% from 2Q 2021). Profit margin: 4.9% (up from 3.8% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) also surpassed analyst estimates by 33%. Over the next year, revenue is forecast to stay flat compared to a 9.2% growth 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 only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • May 26Zojirushi Corporation to Report Q2, 2022 Results on Jul 01, 2022Zojirushi Corporation announced that they will report Q2, 2022 results on Jul 01, 2022Buying Opportunity • May 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be JP¥1,679, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 9.7%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 10% per annum over the same time period.Price Target Changed • Apr 27Price target decreased to JP¥1,400Down from JP¥1,600, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥1,336. Stock is down 24% over the past year. The company is forecast to post earnings per share of JP¥54.79 for next year compared to JP¥66.68 last year.Reported Earnings • Apr 04First quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2022 results: EPS: JP¥40.75 (up from JP¥35.41 in 1Q 2021). Revenue: JP¥26.5b (up 7.3% from 1Q 2021). Net income: JP¥2.76b (up 15% from 1Q 2021). Profit margin: 10% (in line with 1Q 2021). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 5.5% growth forecast for the 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 11% per year.お知らせ • Feb 26Zojirushi Corporation to Report Q1, 2022 Results on Apr 01, 2022Zojirushi Corporation announced that they will report Q1, 2022 results on Apr 01, 2022Price Target Changed • Jan 19Price target decreased to JP¥1,400Down from JP¥1,600, the current price target is an average from 2 analysts. New target price is 7.9% above last closing price of JP¥1,298. Stock is down 26% over the past year. The company is forecast to post earnings per share of JP¥56.20 for next year compared to JP¥66.68 last year.Major Estimate Revision • Jan 19Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from JP¥78.8b to JP¥80.0b. EPS estimate fell from JP¥69.42 to JP¥56.20 per share. Net income forecast to shrink 16% next year vs 2.8% growth forecast for Consumer Durables industry in Japan . Consensus price target down from JP¥1,600 to JP¥1,400. Share price fell 9.2% to JP¥1,298 over the past week.Reported Earnings • Dec 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥66.68 (up from JP¥58.32 in FY 2020). Revenue: JP¥77.7b (up 3.6% from FY 2020). Net income: JP¥4.51b (up 14% from FY 2020). Profit margin: 5.8% (up from 5.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 1.4%, compared to a 5.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Nov 11Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 18 November 2021. Payment date: 19 February 2022. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (1.3%).Reported Earnings • Oct 03Third quarter 2021 earnings released: EPS JP¥5.71 (vs JP¥9.50 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥15.4b (down 3.4% from 3Q 2020). Net income: JP¥386.0m (down 40% from 3Q 2020). Profit margin: 2.5% (down from 4.0% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jun 30Second quarter 2021 earnings released: EPS JP¥10.07 (vs JP¥0.64 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥17.8b (up 14% from 2Q 2020). Net income: JP¥681.0m (up JP¥724.0m from 2Q 2020). Profit margin: 3.8% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.業績と収益の成長予測TSE:7965 - 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11/30/2028103,1006,8001,300N/A111/30/202799,5006,300100N/A111/30/202695,7006,000-1,036N/A12/20/202692,5036,449N/AN/AN/A11/20/202591,1515,9808,3339,930N/A8/20/202589,1735,725N/AN/AN/A5/20/202589,7815,0345,7307,506N/A2/20/202588,1096,058N/AN/AN/A11/20/202487,2216,4623,2535,510N/A8/20/202487,2915,604N/AN/AN/A5/20/202485,6195,5396,0318,308N/A2/20/202484,5104,284N/AN/AN/A11/20/202383,4944,4412,9654,939N/A8/20/202382,5493,645N/AN/AN/A5/20/202382,7343,717-3,420-1,344N/A2/20/202383,1623,754N/AN/AN/A11/20/202282,5343,658-1,991-279N/A8/20/202281,6784,772N/AN/AN/A5/20/202280,4165,1075,6776,845N/A2/20/202279,4754,871N/AN/AN/A11/20/202177,6734,5094,0685,150N/A8/20/202177,0834,730N/AN/AN/A5/20/202177,6324,9864,2425,315N/A2/20/202175,4424,262N/AN/AN/A11/20/202074,9473,9436,1137,366N/A8/20/202075,3033,707N/AN/AN/A5/20/202074,7503,1945,3896,714N/A2/20/202077,9444,020N/AN/AN/A11/20/201979,1104,082N/A6,739N/A8/20/201979,7983,737N/AN/AN/A5/20/201980,9603,609N/A4,006N/A2/20/201981,9603,910N/AN/AN/A11/20/201884,6354,434N/A4,684N/A8/20/201884,5564,887N/AN/AN/A5/20/201884,8274,762N/A5,836N/A2/20/201885,4654,814N/AN/AN/A11/20/201785,3635,338N/A6,636N/A8/20/201785,1316,079N/AN/AN/A5/20/201785,6776,541N/A8,657N/A2/20/201787,4467,181N/AN/AN/A11/20/201689,2317,299N/A8,016N/A8/20/201691,4646,540N/AN/AN/A5/20/201692,6236,836N/A6,393N/A2/20/201692,3136,906N/AN/AN/A11/20/201589,7966,314N/A6,702N/A8/20/201587,0386,180N/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: 7965の予測収益成長率 (年間5.5% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 7965の収益 ( 5.5% ) JP市場 ( 9.3% ) よりも低い成長が予測されています。高成長収益: 7965の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 7965の収益 ( 3.6% ) JP市場 ( 6% ) よりも低い成長が予測されています。高い収益成長: 7965の収益 ( 3.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 7965の 自己資本利益率 は、3年後には低くなると予測されています ( 7.3 %)。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2026/06/11 17:38終値2026/06/11 00:00収益2026/02/20年間収益2025/11/20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Zojirushi Corporation 1 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Satoshi SakaeDaiwa Securities Co. Ltd.Hiroshi TaguchiDeutsche BankJingyuan LiuGoldman Sachs3 その他のアナリストを表示
Price Target Changed • Jul 11Price target increased by 16% to JP¥1,850Up from JP¥1,600, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,937. Stock is up 27% over the past year. The company is forecast to post earnings per share of JP¥78.90 for next year compared to JP¥96.62 last year.
分析記事 • Dec 26Results: Zojirushi Corporation Exceeded Expectations And The Consensus Has Updated Its EstimatesThe yearly results for Zojirushi Corporation ( TSE:7965 ) were released last week, making it a good time to revisit its...
Major Estimate Revision • Jan 02Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥73.90 to JP¥84.20. Revenue forecast steady at JP¥87.5b. Net income forecast to grow 28% next year vs 4.6% growth forecast for Consumer Durables industry in Japan. Consensus price target down from JP¥1,550 to JP¥1,500. Share price fell 5.3% to JP¥1,491 over the past week.
お知らせ • Jul 06+ 1 more updateZojirushi Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending November 20, 2023Zojirushi Corporation provided consolidated earnings guidance for the fiscal year ending November 20, 2023. For the year, the company expects net sales of JPY 84,000 million, operating profit of JPY 5,000 million, profit attributable to owners of parent of JPY 4,250 million and basic earnings per share of JPY 62.82.
Price Target Changed • Apr 06Price target increased by 11% to JP¥1,550Up from JP¥1,400, the current price target is provided by 1 analyst. New target price is 6.6% below last closing price of JP¥1,660. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥58.16 for next year compared to JP¥54.08 last year.
Major Estimate Revision • Aug 20Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥80.3b to JP¥82.5b. EPS estimate increased from JP¥57.74 to JP¥63.64 per share. Net income forecast to shrink 12% next year vs 7.8% growth forecast for Consumer Durables industry in Japan . Consensus price target of JP¥1,350 unchanged from last update. Share price rose 6.3% to JP¥1,666 over the past week.
Buy Or Sell Opportunity • Jun 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to JP¥1,414. The fair value is estimated to be JP¥1,778, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 5.5% per annum over the same time period.
お知らせ • May 23Zojirushi Corporation to Report Q2, 2026 Results on Jun 29, 2026Zojirushi Corporation announced that they will report Q2, 2026 results on Jun 29, 2026
Declared Dividend • May 14Dividend of JP¥23.00 announcedShareholders will receive a dividend of JP¥23.00. Ex-date: 19th May 2026 Payment date: 27th July 2026 Dividend yield will be 4.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Apr 02Here's Why Zojirushi (TSE:7965) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Reported Earnings • Apr 02First quarter 2026 earnings released: EPS: JP¥43.47 (vs JP¥25.93 in 1Q 2025)First quarter 2026 results: EPS: JP¥43.47 (up from JP¥25.93 in 1Q 2025). Revenue: JP¥30.4b (up 21% from 1Q 2025). Net income: JP¥2.76b (up 62% from 1Q 2025). Profit margin: 9.1% (up from 6.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Board Change • Feb 27Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Outside Director Tomoko Nishimura was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 26Zojirushi Corporation, Annual General Meeting, Feb 19, 2026Zojirushi Corporation, Annual General Meeting, Feb 19, 2026.
Reported Earnings • Dec 26Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥92.29 (down from JP¥96.62 in FY 2024). Revenue: JP¥91.2b (up 4.5% from FY 2024). Net income: JP¥5.98b (down 7.5% from FY 2024). Profit margin: 6.6% (down from 7.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Nov 22Zojirushi Corporation to Report Fiscal Year 2025 Results on Dec 25, 2025Zojirushi Corporation announced that they will report fiscal year 2025 results on Dec 25, 2025
Upcoming Dividend • Nov 12Upcoming dividend of JP¥34.00 per shareEligible shareholders must have bought the stock before 19 November 2025. Payment date: 20 February 2026. Payout ratio is a comfortable 60% and the cash payout ratio is 75%. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.4%).
Reported Earnings • Oct 02Third quarter 2025 earnings released: EPS: JP¥11.42 (vs JP¥12.35 in 3Q 2024)Third quarter 2025 results: EPS: JP¥11.42 (down from JP¥12.35 in 3Q 2024). Revenue: JP¥17.6b (down 11% from 3Q 2024). Net income: JP¥735.0m (down 9.9% from 3Q 2024). Profit margin: 4.2% (up from 4.1% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Board Change • Aug 27Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Outside Director Tomoko Nishimura was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Aug 26Zojirushi (TSE:7965) Has Announced That It Will Be Increasing Its Dividend To ¥34.00Zojirushi Corporation ( TSE:7965 ) will increase its dividend from last year's comparable payment on the 20th of...
お知らせ • Aug 26Zojirushi Corporation to Report Q3, 2025 Results on Sep 30, 2025Zojirushi Corporation announced that they will report Q3, 2025 results on Sep 30, 2025
分析記事 • Aug 11Zojirushi's (TSE:7965) Shareholders Will Receive A Bigger Dividend Than Last YearZojirushi Corporation ( TSE:7965 ) has announced that it will be increasing its dividend from last year's comparable...
お知らせ • Aug 05Zojirushi Corporation (TSE:7965) entered into a share transfer agreement to acquire Lin & Partners Distributors Limited from Groomhill Investments Limited for HKD 46.3 million.Zojirushi Corporation (TSE:7965) entered into a share transfer agreement to acquire Lin & Partners Distributors Limited from Groomhill Investments Limited for HKD 46.3 million on August 4, 2025. A cash consideration of HKD 46.29 million will be paid by Zojirushi Corporation, which will be subject to value adjustments stipulated in the share purchase agreement. For the period ending December 31, 2024, Lin & Partners Distributors Limited reported total revenue of HKD 154.63 million. As of December 31, 2024, Lin & Partners Distributors Limited reported total assets of HKD 154.42 million and total common equity of HKD 120.83 million. The expected completion of the transaction is September 30, 2025.
分析記事 • Jul 27Zojirushi's (TSE:7965) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Zojirushi Corporation ( TSE:7965 ) has announced that it will be paying its dividend of ¥34.00 on the 20th...
Declared Dividend • Jul 26First half dividend of JP¥34.00 announcedShareholders will receive a dividend of JP¥34.00. Ex-date: 19th November 2025 Payment date: 20th February 2026 Dividend yield will be 3.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (71% cash payout ratio). The dividend has increased by an average of 20% 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 • Jul 11Price target increased by 16% to JP¥1,850Up from JP¥1,600, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,937. Stock is up 27% over the past year. The company is forecast to post earnings per share of JP¥78.90 for next year compared to JP¥96.62 last year.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improves as stock rises 33%After last week's 33% share price gain to JP¥1,773, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 27% over the past three years.
分析記事 • Jul 04Zojirushi Corporation (TSE:7965) Stock Rockets 29% As Investors Are Less Pessimistic Than ExpectedThe Zojirushi Corporation ( TSE:7965 ) share price has done very well over the last month, posting an excellent gain of...
お知らせ • Jul 03Zojirushi Corporation (TSE:7965) announces an Equity Buyback for 2,900,000 shares, representing 4.42% for ¥3,400 million.Zojirushi Corporation (TSE:7965) announces a share repurchase program. Under the program, the company will repurchase up to 2,900,000 shares, representing 4.42% of its issued share capital, for ¥ 3,400 million. The purpose of the program is to improve shareholder returns and capital efficiency. The program will be valid till November 20, 2025.As of May 20, 2025, the company had 65,627,023 shares (excluding treasury stock) and 6,972,977 shares in treasury.
分析記事 • Jul 01Estimating The Fair Value Of Zojirushi Corporation (TSE:7965)Key Insights Using the 2 Stage Free Cash Flow to Equity, Zojirushi fair value estimate is JP¥1,516 With JP¥1,637 share...
New Risk • Jul 01New 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 3.5% 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 (3.5% average weekly change).
Reported Earnings • Jul 01Second quarter 2025 earnings released: EPS: JP¥16.93 (vs JP¥31.54 in 2Q 2024)Second quarter 2025 results: EPS: JP¥16.93 (down from JP¥31.54 in 2Q 2024). Revenue: JP¥21.1b (up 8.6% from 2Q 2024). Net income: JP¥1.11b (down 48% from 2Q 2024). Profit margin: 5.3% (down from 11% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 1.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 30+ 1 more updateZojirushi Corporation Declares Dividend for the Second Quarter; Provides Dividend Guidance for the Full Fiscal Year Ending November 20, 2025Zojirushi Corporation declared dividend for the second quarter; provided dividend guidance for the full Fiscal year ending November 20, 2025. For the quarter company declared to pay dividend of JPY 30.00 per share compared to JPY 17.00 per share a year ago. Scheduled date of commencing dividend payments: July 25, 2025 For the full year company expects to pay dividend of JPY 34.00 per share compared to JPY 23.00 per share a year ago.
お知らせ • May 14Zojirushi Corporation to Report Q2, 2025 Results on Jun 30, 2025Zojirushi Corporation announced that they will report Q2, 2025 results on Jun 30, 2025
Upcoming Dividend • May 12Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 19 May 2025. Payment date: 28 July 2025. Payout ratio is a comfortable 44% and the cash payout ratio is 81%. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.6%).
Reported Earnings • Apr 02First quarter 2025 earnings released: EPS: JP¥34.93 (vs JP¥39.83 in 1Q 2024)First quarter 2025 results: EPS: JP¥34.93 (down from JP¥39.83 in 1Q 2024). Revenue: JP¥29.0b (up 3.2% from 1Q 2024). Net income: JP¥2.29b (down 15% from 1Q 2024). Profit margin: 7.9% (down from 9.6% in 1Q 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
分析記事 • Apr 01Zojirushi (TSE:7965) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Declared Dividend • Mar 12Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 19th May 2025 Payment date: 28th July 2025 Dividend yield will be 2.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (41% earnings payout ratio) and cash flows (81% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 4.3% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Mar 04We Think That There Are Issues Underlying Zojirushi's (TSE:7965) EarningsLast week's profit announcement from Zojirushi Corporation ( TSE:7965 ) was underwhelming for investors, despite...
お知らせ • Feb 08Zojirushi Corporation to Report Q1, 2025 Results on Mar 31, 2025Zojirushi Corporation announced that they will report Q1, 2025 results on Mar 31, 2025
分析記事 • Dec 26Results: Zojirushi Corporation Exceeded Expectations And The Consensus Has Updated Its EstimatesThe yearly results for Zojirushi Corporation ( TSE:7965 ) were released last week, making it a good time to revisit its...
Reported Earnings • Dec 26Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥96.62 (up from JP¥65.63 in FY 2023). Revenue: JP¥87.2b (up 4.5% from FY 2023). Net income: JP¥6.46b (up 46% from FY 2023). Profit margin: 7.4% (up from 5.3% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 20%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year and the company’s share price has also increased by 8% per year.
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,839, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 11x in the Consumer Durables industry in Japan. Total returns to shareholders of 22% over the past three years.
分析記事 • Dec 17Returns At Zojirushi (TSE:7965) Appear To Be Weighed DownIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
New Risk • Dec 17New 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). Large one-off items impacting financial results.
Buy Or Sell Opportunity • Dec 17Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 7.8% to JP¥1,823. The fair value is estimated to be JP¥1,475, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are also forecast to grow by 2.2% per annum over the same time period.
Buy Or Sell Opportunity • Nov 28Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,543. The fair value is estimated to be JP¥1,274, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 1.2% per annum over the same time period.
分析記事 • Nov 17Zojirushi (TSE:7965) Is Due To Pay A Dividend Of ¥17.00Zojirushi Corporation ( TSE:7965 ) will pay a dividend of ¥17.00 on the 19th of February. The dividend yield will be...
お知らせ • Nov 16Zojirushi Corporation to Report Fiscal Year 2024 Results on Dec 23, 2024Zojirushi Corporation announced that they will report fiscal year 2024 results on Dec 23, 2024
Upcoming Dividend • Nov 12Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 19 November 2024. Payment date: 19 February 2025. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.7%).
Reported Earnings • Oct 02Third quarter 2024 earnings released: EPS: JP¥0.66 (vs JP¥0.31 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥0.66 (up from JP¥0.31 loss in 3Q 2023). Revenue: JP¥18.2b (up 10% from 3Q 2023). Net income: JP¥44.0m (up JP¥65.0m from 3Q 2023). Profit margin: 0.2% (up from net loss in 3Q 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.
分析記事 • Sep 06What Zojirushi Corporation's (TSE:7965) 25% Share Price Gain Is Not Telling YouZojirushi Corporation ( TSE:7965 ) shares have had a really impressive month, gaining 25% after a shaky period...
分析記事 • Aug 21Zojirushi (TSE:7965) Is Due To Pay A Dividend Of ¥17.00Zojirushi Corporation ( TSE:7965 ) will pay a dividend of ¥17.00 on the 19th of February. This means the annual payment...
お知らせ • Aug 21Zojirushi Corporation to Report Q3, 2024 Results on Oct 01, 2024Zojirushi Corporation announced that they will report Q3, 2024 results on Oct 01, 2024
Buy Or Sell Opportunity • Aug 16Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,471. The fair value is estimated to be JP¥1,216, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 3.3%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are also forecast to grow by 0.4% per annum over the same time period.
分析記事 • Jul 22Zojirushi (TSE:7965) Has Announced A Dividend Of ¥17.00The board of Zojirushi Corporation ( TSE:7965 ) has announced that it will pay a dividend on the 19th of February, with...
分析記事 • Jul 12There May Be Underlying Issues With The Quality Of Zojirushi's (TSE:7965) EarningsZojirushi Corporation's ( TSE:7965 ) robust earnings report didn't manage to move the market for its stock. Our...
分析記事 • Jul 04Zojirushi (TSE:7965) Is Paying Out A Dividend Of ¥17.00The board of Zojirushi Corporation ( TSE:7965 ) has announced that it will pay a dividend of ¥17.00 per share on the...
Reported Earnings • Jul 03Second quarter 2024 earnings released: EPS: JP¥31.54 (vs JP¥13.01 in 2Q 2023)Second quarter 2024 results: EPS: JP¥31.54 (up from JP¥13.01 in 2Q 2023). Revenue: JP¥19.4b (up 6.1% from 2Q 2023). Net income: JP¥2.14b (up 143% from 2Q 2023). Profit margin: 11% (up from 4.8% in 2Q 2023). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 2% per year.
お知らせ • Jul 02Zojirushi Corporation (TSE:7965) announces an Equity Buyback for 2,500,000 shares, representing 3.69% for ¥3,897.5 million.Zojirushi Corporation (TSE:7965) announces a share repurchase program. Under the program, the company will repurchase up to 170,000 shares, representing 3.69% of its issued share capital, for ¥ 3,897.5 million. The repurchase price will be ¥ 1,559 per share. The purpose of the program is to improve shareholder returns and capital efficiency. As of May 20, 2024, the company had 67,697,083 shares (excluding treasury stock) and 4,902,917 shares in treasury.
お知らせ • May 20Zojirushi Corporation to Report Q2, 2024 Results on Jul 01, 2024Zojirushi Corporation announced that they will report Q2, 2024 results on Jul 01, 2024
Upcoming Dividend • May 10Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 17 May 2024. Payment date: 29 July 2024. Payout ratio is a comfortable 54% and the cash payout ratio is 78%. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.7%).
分析記事 • Apr 27Zojirushi (TSE:7965) Is Due To Pay A Dividend Of ¥17.00Zojirushi Corporation ( TSE:7965 ) will pay a dividend of ¥17.00 on the 29th of July. The dividend yield will be 2.2...
分析記事 • Apr 03Zojirushi (TSE:7965) Is Paying Out A Dividend Of ¥17.00Zojirushi Corporation's ( TSE:7965 ) investors are due to receive a payment of ¥17.00 per share on 29th of July. This...
お知らせ • Apr 03Zojirushi Corporation Provides Dividend Guidance for the Second Quarter-End and Year End of the Fiscal Year Ending November 20, 2024Zojirushi Corporation provided dividend guidance for the second quarter-end and year end of the fiscal year ending November 20, 2024. For the second quarter-end, the company expects dividend of JPY 17.00 per share against JPY 17.00 per share paid a year ago.For the Year ending, the company expects year-end dividend of JPY 17.00 per share against JPY 17.00 per share paid a year ago.
Reported Earnings • Apr 02First quarter 2024 earnings released: EPS: JP¥39.83 (vs JP¥42.16 in 1Q 2023)First quarter 2024 results: EPS: JP¥39.83 (down from JP¥42.16 in 1Q 2023). Revenue: JP¥28.1b (up 3.7% from 1Q 2023). Net income: JP¥2.70b (down 5.5% from 1Q 2023). Profit margin: 9.6% (in line with 1Q 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 9% per year.
分析記事 • Mar 04Zojirushi (TSE:7965) Is Paying Out A Dividend Of ¥17.00Zojirushi Corporation ( TSE:7965 ) has announced that it will pay a dividend of ¥17.00 per share on the 29th of July...
Declared Dividend • Mar 04Final dividend of JP¥17.00 announcedDividend of JP¥17.00 is the same as last year. Ex-date: 17th May 2024 Payment date: 29th July 2024 Dividend yield will be 2.4%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 21Zojirushi Corporation to Report Q1, 2024 Results on Apr 01, 2024Zojirushi Corporation announced that they will report Q1, 2024 results on Apr 01, 2024
Major Estimate Revision • Jan 02Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥73.90 to JP¥84.20. Revenue forecast steady at JP¥87.5b. Net income forecast to grow 28% next year vs 4.6% growth forecast for Consumer Durables industry in Japan. Consensus price target down from JP¥1,550 to JP¥1,500. Share price fell 5.3% to JP¥1,491 over the past week.
お知らせ • Dec 27+ 2 more updatesZojirushi Corporation, Annual General Meeting, Feb 16, 2024Zojirushi Corporation, Annual General Meeting, Feb 16, 2024.
Reported Earnings • Dec 26Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥65.63 (up from JP¥54.08 in FY 2022). Revenue: JP¥83.5b (up 1.2% from FY 2022). Net income: JP¥4.44b (up 21% from FY 2022). Profit margin: 5.3% (up from 4.4% in FY 2022). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 8.3%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 7% per year.
Upcoming Dividend • Nov 10Upcoming dividend of JP¥17.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 17 November 2023. Payment date: 17 February 2024. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.7%).
お知らせ • Nov 08Zojirushi Corporation to Report Fiscal Year 2023 Results on Dec 25, 2023Zojirushi Corporation announced that they will report fiscal year 2023 results on Dec 25, 2023
Reported Earnings • Oct 05Third quarter 2023 earnings released: JP¥0.31 loss per share (vs JP¥0.75 profit in 3Q 2022)Third quarter 2023 results: JP¥0.31 loss per share (down from JP¥0.75 profit in 3Q 2022). Revenue: JP¥16.5b (down 1.1% from 3Q 2022). Net loss: JP¥21.0m (down 141% from profit in 3Q 2022). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year and the company’s share price has also fallen by 4% per year.
お知らせ • Aug 27Zojirushi Corporation to Report Q3, 2023 Results on Oct 02, 2023Zojirushi Corporation announced that they will report Q3, 2023 results on Oct 02, 2023
お知らせ • Jul 06+ 1 more updateZojirushi Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending November 20, 2023Zojirushi Corporation provided consolidated earnings guidance for the fiscal year ending November 20, 2023. For the year, the company expects net sales of JPY 84,000 million, operating profit of JPY 5,000 million, profit attributable to owners of parent of JPY 4,250 million and basic earnings per share of JPY 62.82.
Reported Earnings • Jul 04Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: JP¥13.01 (down from JP¥13.56 in 2Q 2022). Revenue: JP¥18.3b (down 2.3% from 2Q 2022). Net income: JP¥880.0m (down 4.0% from 2Q 2022). Profit margin: 4.8% (down from 4.9% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) exceeded analyst estimates by 32%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 21Zojirushi Corporation to Report Q2, 2023 Results on Jul 03, 2023Zojirushi Corporation announced that they will report Q2, 2023 results on Jul 03, 2023
Upcoming Dividend • May 11Upcoming dividend of JP¥17.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 31 July 2023. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.7%).
Price Target Changed • Apr 06Price target increased by 11% to JP¥1,550Up from JP¥1,400, the current price target is provided by 1 analyst. New target price is 6.6% below last closing price of JP¥1,660. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥58.16 for next year compared to JP¥54.08 last year.
Reported Earnings • Apr 04First quarter 2023 earnings released: EPS: JP¥42.16 (vs JP¥40.75 in 1Q 2022)First quarter 2023 results: EPS: JP¥42.16 (up from JP¥40.75 in 1Q 2022). Revenue: JP¥27.1b (up 2.4% from 1Q 2022). Net income: JP¥2.85b (up 3.5% from 1Q 2022). Profit margin: 11% (in line with 1Q 2022). Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year.
お知らせ • Dec 28Zojirushi Corporation, Annual General Meeting, Feb 16, 2023Zojirushi Corporation, Annual General Meeting, Feb 16, 2023.
Reported Earnings • Dec 27Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥54.08 (down from JP¥66.68 in FY 2021). Revenue: JP¥82.5b (up 6.3% from FY 2021). Net income: JP¥3.66b (down 19% from FY 2021). Profit margin: 4.4% (down from 5.8% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Nov 20Zojirushi Corporation to Report Fiscal Year 2022 Results on Dec 26, 2022Zojirushi Corporation announced that they will report fiscal year 2022 results on Dec 26, 2022
Upcoming Dividend • Nov 10Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 17 November 2022. Payment date: 18 February 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).
お知らせ • Oct 18Zojirushi and Hello Kitty(R) Get Countertop CozyZojirushi announces the release of a new Hello Kitty® branded Micom Water Boiler & Warmer (CD-WCC30KT). Zojirushi's water boilers are a convenient kitchen counter appliance that allows users to have hot water at the ready and Hello Kitty by their side. Available in a 3-liter capacity, this supercute boiler features Hello Kitty® in gold to match the previously released rice cooker and is available online at shop.zojirushi.com and other retailers on Oct. 17, 2022 for a MSRP of $183.00. Water boilers differ from electric kettles in that they hold a larger supply of water, and they do not shut off once water boils. Having hot water readily available is the perfect solution to quenching thirst and staying healthy. According to the Tea Association's Fact Sheet, research suggests that drinking 3 to 5 cups of certain varieties of tea per day can offer significant health benefits. The Micom Water Boiler & Warmer is ideal for use in the home or office, making tea, instant coffee, hot chocolate, instant soups, sauces and practical applications like blanching vegetables, or warming baby bottles. Features of this model include a micro-computerized temperature control system that maintains four hot water temperatures: 160ºF, 175ºF, 195ºF, or 208ºF. There is also a Quick Temp mode that heats the water to the selected keep warm temperature without reaching a boil, saving time and energy. In addition, an energy saving timer function automatically turns on the boiler at a set time to save electricity. The wide window water level gauge allows users to easily see when they need to refill, and the LCD panel displays the current water temperature. This model also has a Café Drip dispensing mode for slow water dispensing and boasts a safety auto shut-off that automatically turns off the boiler when empty, preventing over-heating of the unit. The Limited Edition is exclusive to the U.S. and Canada with a Hello Kitty® pattern designed specifically for Zojirushi.
Reported Earnings • Oct 05Third quarter 2022 earnings released: EPS: JP¥0.75 (vs JP¥5.71 in 3Q 2021)Third quarter 2022 results: EPS: JP¥0.75 (down from JP¥5.71 in 3Q 2021). Revenue: JP¥16.7b (up 8.2% from 3Q 2021). Net income: JP¥51.0m (down 87% from 3Q 2021). Profit margin: 0.3% (down from 2.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 26Zojirushi Corporation to Report Q3, 2022 Results on Oct 03, 2022Zojirushi Corporation announced that they will report Q3, 2022 results on Oct 03, 2022
Major Estimate Revision • Aug 20Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥80.3b to JP¥82.5b. EPS estimate increased from JP¥57.74 to JP¥63.64 per share. Net income forecast to shrink 12% next year vs 7.8% growth forecast for Consumer Durables industry in Japan . Consensus price target of JP¥1,350 unchanged from last update. Share price rose 6.3% to JP¥1,666 over the past week.
Reported Earnings • Jul 03Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: JP¥13.56 (up from JP¥10.07 in 2Q 2021). Revenue: JP¥18.7b (up 5.3% from 2Q 2021). Net income: JP¥917.0m (up 35% from 2Q 2021). Profit margin: 4.9% (up from 3.8% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) also surpassed analyst estimates by 33%. Over the next year, revenue is forecast to stay flat compared to a 9.2% growth 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 only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • May 26Zojirushi Corporation to Report Q2, 2022 Results on Jul 01, 2022Zojirushi Corporation announced that they will report Q2, 2022 results on Jul 01, 2022
Buying Opportunity • May 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be JP¥1,679, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 9.7%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 10% per annum over the same time period.
Price Target Changed • Apr 27Price target decreased to JP¥1,400Down from JP¥1,600, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥1,336. Stock is down 24% over the past year. The company is forecast to post earnings per share of JP¥54.79 for next year compared to JP¥66.68 last year.
Reported Earnings • Apr 04First quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2022 results: EPS: JP¥40.75 (up from JP¥35.41 in 1Q 2021). Revenue: JP¥26.5b (up 7.3% from 1Q 2021). Net income: JP¥2.76b (up 15% from 1Q 2021). Profit margin: 10% (in line with 1Q 2021). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 5.5% growth forecast for the 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 11% per year.
お知らせ • Feb 26Zojirushi Corporation to Report Q1, 2022 Results on Apr 01, 2022Zojirushi Corporation announced that they will report Q1, 2022 results on Apr 01, 2022
Price Target Changed • Jan 19Price target decreased to JP¥1,400Down from JP¥1,600, the current price target is an average from 2 analysts. New target price is 7.9% above last closing price of JP¥1,298. Stock is down 26% over the past year. The company is forecast to post earnings per share of JP¥56.20 for next year compared to JP¥66.68 last year.
Major Estimate Revision • Jan 19Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from JP¥78.8b to JP¥80.0b. EPS estimate fell from JP¥69.42 to JP¥56.20 per share. Net income forecast to shrink 16% next year vs 2.8% growth forecast for Consumer Durables industry in Japan . Consensus price target down from JP¥1,600 to JP¥1,400. Share price fell 9.2% to JP¥1,298 over the past week.
Reported Earnings • Dec 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥66.68 (up from JP¥58.32 in FY 2020). Revenue: JP¥77.7b (up 3.6% from FY 2020). Net income: JP¥4.51b (up 14% from FY 2020). Profit margin: 5.8% (up from 5.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 1.4%, compared to a 5.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Nov 11Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 18 November 2021. Payment date: 19 February 2022. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (1.3%).
Reported Earnings • Oct 03Third quarter 2021 earnings released: EPS JP¥5.71 (vs JP¥9.50 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥15.4b (down 3.4% from 3Q 2020). Net income: JP¥386.0m (down 40% from 3Q 2020). Profit margin: 2.5% (down from 4.0% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jun 30Second quarter 2021 earnings released: EPS JP¥10.07 (vs JP¥0.64 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥17.8b (up 14% from 2Q 2020). Net income: JP¥681.0m (up JP¥724.0m from 2Q 2020). Profit margin: 3.8% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.