Toray Industries（3402）株式概要
東レ株式会社は、子会社とともに、日本、アジア、中国、アメリカ、ヨーロッパおよびその他の地域において、繊維・テキスタイル、機能性化学品、炭素繊維複合材料、水処理・ヘルスケア製品、その他の製品の製造、加工、販売を行っています。 詳細
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Analyst Price Targets
Toray Industries, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | JP¥1,173.50 |
| 52週高値 | JP¥1,353.50 |
| 52週安値 | JP¥913.70 |
| ベータ | 0.46 |
| 1ヶ月の変化 | 4.64% |
| 3ヶ月変化 | 4.17% |
| 1年変化 | 18.97% |
| 3年間の変化 | 46.98% |
| 5年間の変化 | 66.29% |
| IPOからの変化 | 81.66% |
最新ニュース
ナラティブの更新 • Jun 25
3402: Share Buybacks And 2028 Earnings Plan Will Support Future Upside
Analysts have raised their fair value estimate for Toray Industries slightly, from ¥1,281.25 to ¥1,292.92, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What’s in the News for Toray Industries No recent news items for Toray Industries are available from the provided primary sources.ナラティブの更新 • Jun 09
3402: Share Buybacks And 2028 Earnings Plan Will Support Future Upside
Analysts have nudged their fair value estimate for Toray Industries slightly higher from ¥1,279.55 to ¥1,281.25, reflecting updated views on revenue growth, profit margins, and future P/E assumptions. What's in the News Toray Industries updated its earnings guidance for the 2028 financial year, with a plan for revenue of ¥3t compared with a prior plan of ¥2.6t, according to company guidance.ナラティブの更新 • May 26
3402: Share Buybacks And 2028 Profitability Plan Will Support Future Upside
Analysts have adjusted their price target on Toray Industries to ¥1,279.55, reflecting updated assumptions that include a slightly lower discount rate, a higher expected revenue growth rate, a modestly reduced profit margin, and a lower future P/E multiple. What's in the News Toray Industries updated earning guidance for the 2028 financial year, planning revenue of ¥3t compared with a prior plan of ¥2.6t, and Core Operating Income of ¥230b compared with ¥150b, with a focus on both growth and Profitability Improvement (company guidance).Recent updates
ナラティブの更新 • Jun 25
3402: Share Buybacks And 2028 Earnings Plan Will Support Future Upside
Analysts have raised their fair value estimate for Toray Industries slightly, from ¥1,281.25 to ¥1,292.92, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What’s in the News for Toray Industries No recent news items for Toray Industries are available from the provided primary sources.ナラティブの更新 • Jun 09
3402: Share Buybacks And 2028 Earnings Plan Will Support Future Upside
Analysts have nudged their fair value estimate for Toray Industries slightly higher from ¥1,279.55 to ¥1,281.25, reflecting updated views on revenue growth, profit margins, and future P/E assumptions. What's in the News Toray Industries updated its earnings guidance for the 2028 financial year, with a plan for revenue of ¥3t compared with a prior plan of ¥2.6t, according to company guidance.ナラティブの更新 • May 26
3402: Share Buybacks And 2028 Profitability Plan Will Support Future Upside
Analysts have adjusted their price target on Toray Industries to ¥1,279.55, reflecting updated assumptions that include a slightly lower discount rate, a higher expected revenue growth rate, a modestly reduced profit margin, and a lower future P/E multiple. What's in the News Toray Industries updated earning guidance for the 2028 financial year, planning revenue of ¥3t compared with a prior plan of ¥2.6t, and Core Operating Income of ¥230b compared with ¥150b, with a focus on both growth and Profitability Improvement (company guidance).ナラティブの更新 • Apr 22
3402: Share Buybacks And Renewable Plastics Supply Chain Will Support Future Upside
Analysts have slightly adjusted their price target for Toray Industries to ¥1,279.55, with the modest change linked to updated assumptions for the discount rate, revenue growth, profit margin, and future P/E multiples, while keeping the overall valuation view broadly consistent. What's in the News Toray plans for Financial Year 2028 revenue of ¥3t, compared with a prior plan of ¥2.6t, and Core Operating Income of ¥230b compared with ¥150b, with an emphasis on both growth and profitability improvement (Corporate guidance).ナラティブの更新 • Apr 07
3402: Share Buybacks And Renewable Plastics Initiative Will Support Future Upside Potential
Analysts have adjusted their price target for Toray Industries to ¥1,280 from about ¥1,240, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News Completed share repurchase of 44,734,100 shares, representing 3% of outstanding shares, for ¥49,999.93 million under the buyback announced on November 14, 2025.ナラティブの更新 • Mar 21
3402: Buybacks And Renewable Plastics Partnership Will Support Future Upside Potential
Analysts have kept Toray Industries' fair value estimate broadly unchanged at around ¥1,240 per share, noting only slight tweaks in assumptions such as discount rate, revenue growth, profit margin and future P/E, rather than a material shift in the overall view. What's in the News Toray completed a share buyback announced on November 14, 2025, repurchasing a total of 44,734,100 shares, or 3% of shares, for ¥49,999.93m.ナラティブの更新 • Mar 07
3402: Renewable Plastics Alliance And Buybacks Will Support Steady Future Returns
The analyst price target for Toray Industries has shifted from ¥1,193.75 to ¥1,240.45. Analysts point to updated fair value estimates, a slightly adjusted discount rate, modest tweaks to revenue growth and profit margin assumptions, and a recalibrated future P/E multiple as the key drivers.ナラティブの更新 • Feb 21
3402: Share Buybacks And Renewable Plastics Alliance Will Support Balanced Future Returns
Analysts have raised their fair value estimate for Toray Industries from ¥1,147.92 to ¥1,193.75, reflecting updated assumptions for the discount rate, revenue growth, profit margins and a future P/E of 14.96. What's in the News Toray revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, and now expects revenue of ¥2,600,000 million compared with the previous forecast of ¥2,630,000 million, with core operating income held at ¥150,000 million and profit attributable to owners of parent unchanged at ¥82,000 million (Key Developments).分析記事 • Feb 18
Some Investors May Be Willing To Look Past Toray Industries' (TSE:3402) Soft Earnings
The market for Toray Industries, Inc.'s ( TSE:3402 ) shares didn't move much after it posted weak earnings recently. We...分析記事 • Feb 12
Toray Industries, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Last week saw the newest quarterly earnings release from Toray Industries, Inc. ( TSE:3402 ), an important milestone in...ナラティブの更新 • Feb 06
3402: Share Cancellations And Higher Dividend Will Support Balanced Future Returns
Analysts have maintained their fair value estimate for Toray Industries at ¥1,147.92 per share. They have made only slight adjustments to assumptions around the discount rate, revenue growth, profit margin and future P/E, reflecting a largely unchanged view of the stock's risk and return profile.ナラティブの更新 • Jan 23
3402: Share Cancellations And Higher Dividend Will Support Balanced Future Returns
Analysts have lifted their fair value estimate for Toray Industries from ¥1,138.75 to about ¥1,147.92, citing modest adjustments to the discount rate, revenue growth, profit margin assumptions, and a slightly higher future P/E multiple. What's in the News The Board of Directors authorized a share repurchase program on November 14, 2025, allowing Toray Industries to buy back up to 63,000,000 shares, or 4.2% of issued share capital (excluding treasury stock), for up to ¥50,000 million.ナラティブの更新 • Jan 09
3402: Ongoing Share Cancellations And Higher Dividend Will Support Balanced Capital Returns
Analysts now place Toray Industries' fair value at ¥1,138.75, a modest adjustment from ¥1,137.08. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E.分析記事 • Jan 06
Toray Industries (TSE:3402) Is Due To Pay A Dividend Of ¥10.00
The board of Toray Industries, Inc. ( TSE:3402 ) has announced that it will pay a dividend on the 29th of June, with...分析記事 • Jan 05
The Return Trends At Toray Industries (TSE:3402) Look Promising
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...分析記事 • Dec 19
Estimating The Intrinsic Value Of Toray Industries, Inc. (TSE:3402)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Toray Industries fair value estimate is JP¥1,015 With JP¥1,014...ナラティブの更新 • Dec 16
3402: Future Buybacks And Higher Dividend Will Shape Balanced Capital Returns
Analysts have raised their fair value estimate for Toray Industries to approximately ¥1,137 from about ¥1,107, citing slightly improved discount rate assumptions and expectations for a modestly stronger earnings multiple, while long term growth and margin forecasts remain largely unchanged. What's in the News The board of directors is scheduled to meet on November 14, 2025 to approve additional share buybacks and address other agenda items (company announcement).分析記事 • Dec 03
Toray Industries (TSE:3402) Will Pay A Dividend Of ¥10.00
The board of Toray Industries, Inc. ( TSE:3402 ) has announced that it will pay a dividend on the 29th of June, with...ナラティブの更新 • Dec 02
3402: Share Buyback Initiatives And Dividend Hike Will Influence Capital Returns
Analysts have modestly raised their price target for Toray Industries from ¥1,095 to ¥1,107.08. This change reflects improved expectations for revenue growth and profit margins.分析記事 • Nov 18
Toray Industries, Inc. Just Missed Earnings - But Analysts Have Updated Their Models
It's shaping up to be a tough period for Toray Industries, Inc. ( TSE:3402 ), which a week ago released some...分析記事 • Oct 10
Toray Industries, Inc.'s (TSE:3402) Earnings Haven't Escaped The Attention Of Investors
With a price-to-earnings (or "P/E") ratio of 21.4x Toray Industries, Inc. ( TSE:3402 ) may be sending bearish signals...分析記事 • Sep 11
Is Toray Industries (TSE:3402) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Aug 27
Toray Industries (TSE:3402) Is Paying Out A Larger Dividend Than Last Year
Toray Industries, Inc. ( TSE:3402 ) will increase its dividend from last year's comparable payment on the 2nd of...分析記事 • Aug 16
Toray Industries (TSE:3402) Is Posting Promising Earnings But The Good News Doesn’t Stop There
The stock was sluggish on the back of Toray Industries, Inc.'s ( TSE:3402 ) recent earnings report. Along with the...分析記事 • Aug 13
Toray Industries (TSE:3402) Is Increasing Its Dividend To ¥10.00
Toray Industries, Inc. ( TSE:3402 ) will increase its dividend from last year's comparable payment on the 2nd of...分析記事 • Aug 08
Toray Industries (TSE:3402) Has More To Do To Multiply In Value Going Forward
What are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Jul 24
Toray Industries' (TSE:3402) Shareholders Will Receive A Bigger Dividend Than Last Year
Toray Industries, Inc.'s ( TSE:3402 ) dividend will be increasing from last year's payment of the same period to ¥10.00...分析記事 • Jul 10
Toray Industries (TSE:3402) Is Paying Out A Larger Dividend Than Last Year
Toray Industries, Inc. ( TSE:3402 ) has announced that it will be increasing its dividend from last year's comparable...
新しいナラティブ • Jan 05
Project AP-G 2025 And Performance Chemicals Poised To Boost Profit Margins And Revenue Growth
Strategic reforms and pricing initiatives aimed at high-growth segments are set to enhance profit margins and streamline operations.株主還元
| 3402 | JP Chemicals | JP 市場 | |
|---|---|---|---|
| 7D | 3.1% | 1.6% | 2.1% |
| 1Y | 19.0% | 48.6% | 44.1% |
業界別リターン: 3402過去 1 年間で48.6 % の収益を上げたJP Chemicals業界を下回りました。
リターン対市場: 3402は、過去 1 年間で44.1 % のリターンを上げたJP市場を下回りました。
価格変動
| 3402 volatility | |
|---|---|
| 3402 Average Weekly Movement | 4.8% |
| Chemicals Industry Average Movement | 5.1% |
| Market Average Movement | 4.3% |
| 10% most volatile stocks in JP Market | 9.2% |
| 10% least volatile stocks in JP Market | 2.1% |
安定した株価: 3402 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: 3402の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1926 | 46,294 | Mitsuo Ohya | www.toray.co.jp |
東レ株式会社は、子会社とともに、日本、アジア、中国、アメリカ、ヨーロッパおよびその他の地域において、繊維・テキスタイル、機能性化学品、炭素繊維複合材料、水処理・ヘルスケア製品、その他の製品の製造、加工、販売を行っている。 同社は、ナイロン、ポリエステル、アクリルなどのフィラメント糸、短繊維、紡績糸、ならびに織物およびニット生地、不織布、アパレル製品を提供している。 また、ナイロン、ABS、PBT、PPS などの樹脂および成形品、ポリオレフィン発泡製品、ポリエステル、ポリエチレン、ポリプロピレンなどのフィルム、加工フィルム製品、合成繊維およびその他のプラスチック用原料、ファインケミカル、電子・情報材料、グラフィック材料も提供している。 さらに、炭素繊維、炭素繊維複合材料、成形品、分析・物性評価などのほか、医薬品、医療機器なども提供している。また、エンジニアリングサービス、産業用機器・機械、水処理用膜および関連機器、住宅・建築・土木用資材も提供している。 さらに、家庭用浄水器「TORAYVINO」、超極細繊維を使用したクリーニングクロス「Toraysee」、 高感度DNAチップ「3D-Gene」、自動車向け材料・ソリューション、および半導体分野における材料・装置・分析の統合サポートを提供しているほか、工場建屋、空調、生産設備、ユーティリティの設計、調達、建設などのサービスも提供している。 同社は、「& +」、「Ultrasuede」、「Ecsaine」、「senbism」、「LIVMOA」、「hitoe」、「3DeFX+」、「TORAIN」といったブランド名を通じて製品を提供している。 同社は、かつて東洋レーヨン株式会社として知られていましたが、1970年に東レ株式会社に社名を変更しました。東レ株式会社は1926年に設立され、本社は東京都中央区にあります。
Toray Industries, Inc. 基礎のまとめ
| 3402 基礎統計学 | |
|---|---|
| 時価総額 | JP¥1.71t |
| 収益（TTM） | JP¥79.52b |
| 売上高(TTM) | JP¥2.59t |
21.5x
PER（株価収益率0.7x
P/Sレシオ3402 は割高か？
公正価値と評価分析を参照収益と収入
| 3402 損益計算書（TTM） | |
|---|---|
| 収益 | JP¥2.59t |
| 売上原価 | JP¥2.07t |
| 売上総利益 | JP¥520.05b |
| その他の費用 | JP¥440.53b |
| 収益 | JP¥79.52b |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 06, 2026
| 一株当たり利益（EPS） | 54.61 |
| グロス・マージン | 20.12% |
| 純利益率 | 3.08% |
| 有利子負債／自己資本比率 | 44.8% |
3402 の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
2.0%
現在の配当利回り68%
配当性向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 | 2026/07/05 21:49 |
| 終値 | 2026/07/03 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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
Toray Industries, Inc. 12 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。24
| アナリスト | 機関 |
|---|---|
| Mikiya Yamada | Barclays |
| Takashi Enomoto | BofA Global Research |
| Atsushi Ikeda | Citigroup Inc |