Resonac Holdings 将来の成長
Future 基準チェック /36
Resonac Holdings利益と収益がそれぞれ年間28.4%と1.3%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16.8% 28.2%なると予測されています。
主要情報
28.4%
収益成長率
28.16%
EPS成長率
| Chemicals 収益成長 | 13.3% |
| 収益成長率 | 1.3% |
| 将来の株主資本利益率 | 16.81% |
| アナリストカバレッジ | Good |
| 最終更新日 | 24 Jun 2026 |
今後の成長に関する最新情報
Recent updates
ナラティブの更新 • Jun 17
4004: Rising Semiconductor Earnings Expectations Will Likely Outrun Future Margin Reality
Analysts now place their fair value estimate for Resonac Holdings at approximately ¥9,388, compared with the prior ¥3,700. They cite updated assumptions around discount rates, profit margins and future P/E levels as the key drivers of this change.
ナラティブの更新 • Jun 02
4004: Semiconductor Demand Assumptions Will Drive Overly Optimistic Earnings Expectations
Analysts have raised their price target for Resonac Holdings from ¥13,293 to ¥15,085, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E, which together support a higher estimated fair value. What's in the News Resonac Holdings revised consolidated earnings guidance for the first half ending June 30, 2026, with expected revenue of ¥660,000 million, compared with previous guidance of ¥615,000 million.分析記事 • May 15
Earnings Update: Here's Why Analysts Just Lifted Their Resonac Holdings Corporation (TSE:4004) Price Target To JP¥14,243
It's been a good week for Resonac Holdings Corporation ( TSE:4004 ) shareholders, because the company has just released...ナラティブの更新 • Apr 29
4004: Spin Off Plans And Margin Outlook Will Shape Future Earnings Power
Analysts now estimate Resonac Holdings' fair value at about ¥13,293 per share, up from roughly ¥12,185. This change reflects updated assumptions for a slightly lower discount rate, more moderate revenue growth, a small uplift in profit margins, and a higher future P/E multiple.
ナラティブの更新 • Apr 14
4004: Back End Semiconductor Focus Will Benefit From Petrochemicals Spin Off
Analysts have kept the Resonac Holdings price target steady at ¥17,000, reflecting only modest tweaks to assumptions such as a slightly lower discount rate, minor adjustments to revenue growth and profit margin, and a small shift in the future P/E input. What's in the News A board meeting is scheduled for February 13, 2026 to address the sale of shares held by untraceable shareholders and partial amendments to the Articles of Incorporation (Board Meeting).分析記事 • Apr 02
Resonac Holdings' (TSE:4004) Conservative Accounting Might Explain Soft Earnings
Soft earnings didn't appear to concern Resonac Holdings Corporation's ( TSE:4004 ) shareholders over the last week. We...ナラティブの更新 • Mar 31
4004: Back End Semiconductor Processes Will Drive Future Upside Potential
Analysts have raised their price target on Resonac Holdings from ¥5,700 to ¥17,000, citing stronger assumptions for revenue growth, profit margins and future P/E. These assumptions are supported by fresh research that highlights the growing importance of back end semiconductor processes.ナラティブの更新 • Mar 17
4004: Back End Process Upside Will Support Higher Future Earnings Power
Analysts have lifted their price target on Resonac Holdings from ¥9,651.67 to ¥12,185, citing renewed interest in the stock as back end semiconductor processes gain importance and support a higher assumed future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts point to back end semiconductor processes as an area of growing importance, which they see as a key driver of Resonac Holdings' earnings power and a justification for a higher assumed P/E multiple.ナラティブの更新 • Mar 03
4004: Back End Process Dependence Will Pressure Earnings Despite Bullish New Coverage
Analysts have lifted their fair value estimate for Resonac Holdings from about ¥6,775 to roughly ¥9,652. They point to higher assumed revenue growth, slightly stronger profit margins, a richer future P/E, and fresh Street coverage that highlights the growing importance of back end semiconductor processes.ナラティブの更新 • Feb 17
4004: Back End Process Optimism Will Likely Outrun Future Earnings Delivery
Analysts have lifted their price target on Resonac Holdings to ¥8,050, pointing to growing interest in back end semiconductor processes as a key driver of their updated view. Analyst Commentary Goldman Sachs initiating coverage with a ¥8,050 price target highlights how central back end semiconductor processes have become to the Resonac Holdings story.ナラティブの更新 • Feb 02
4004: Back End Semiconductor Hype Will Likely Outpace Future Earnings Delivery
Analysts have raised their fair value estimate for Resonac Holdings from ¥3,300 to ¥3,700, citing a lower discount rate, updated assumptions for profit margins and P/E, and the increasing importance of back end semiconductor processes highlighted in recent Street research. Analyst Commentary Recent Street research around Resonac has highlighted the growing role of back end semiconductor processes in the broader chip value chain.ナラティブの更新 • Jan 19
4004: Back End Semiconductor Dependence Will Heighten Earnings Risk Through 2026
Analysts have lifted their price target for Resonac Holdings from ¥6,659 to ¥6,775, citing updated assumptions on revenue growth, P/E and discount rates, as well as recent research highlighting the growing importance of the company's back end semiconductor processes. Analyst Commentary Analysts are sharpening their focus on how Resonac's role in back end semiconductor processes could influence its valuation and execution risk over time.分析記事 • Jan 16
Subdued Growth No Barrier To Resonac Holdings Corporation (TSE:4004) With Shares Advancing 29%
The Resonac Holdings Corporation ( TSE:4004 ) share price has done very well over the last month, posting an excellent...分析記事 • Jan 05
Estimating The Fair Value Of Resonac Holdings Corporation (TSE:4004)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Resonac Holdings fair value estimate is JP¥7,885 Resonac...ナラティブの更新 • Jan 05
4004: Revised Assumptions Will Support Balanced Outlook Through 2026
Analysts have raised their fair value estimate for Resonac Holdings from ¥6,258 to ¥6,659, pointing to updated assumptions for revenue growth, profit margins and future P/E that they see as better reflecting the company’s current outlook. Valuation Changes Fair Value Estimate, revised from ¥6,258 to ¥6,659, suggesting a higher assessed worth for the shares.分析記事 • Dec 15
Resonac Holdings (TSE:4004) Is Due To Pay A Dividend Of ¥65.00
The board of Resonac Holdings Corporation ( TSE:4004 ) has announced that it will pay a dividend of ¥65.00 per share on...ナラティブの更新 • Dec 14
4004: Higher Margins And Lower Multiple Will Support Balanced Outlook Through 2026
Analysts have nudged their price target for Resonac Holdings modestly higher to ¥6,300 from approximately ¥6,100, citing improved long term profit margin expectations that more than offset a tempered revenue growth outlook and a lower assumed future P E multiple. Valuation Changes The fair value estimate has risen slightly, from approximately ¥6,085 to around ¥6,260 per share, reflecting improved profitability assumptions.分析記事 • Dec 01
Resonac Holdings (TSE:4004) Is Due To Pay A Dividend Of ¥65.00
Resonac Holdings Corporation ( TSE:4004 ) will pay a dividend of ¥65.00 on the 27th of March. The dividend yield is...ナラティブの更新 • Nov 30
4004: Upcoming Consortium Launch And Organic Shift Will Support Balanced Outlook Through 2026
Analysts have raised their price target on Resonac Holdings from ¥5,630.91 to ¥6,085.45, citing improved revenue growth projections as a key factor in their updated outlook. What's in the News Resonac Corporation has established JOINT3, a global consortium with 26 other leading companies to co-develop semiconductor materials, equipment, and panel-level organic interposers (Key Developments).分析記事 • Nov 16
Resonac Holdings (TSE:4004) Has Announced A Dividend Of ¥65.00
The board of Resonac Holdings Corporation ( TSE:4004 ) has announced that it will pay a dividend of ¥65.00 per share on...ナラティブの更新 • Nov 16
4004: Upcoming Panel-Level Project Collaboration Will Drive Measured Outlook Through 2026
Analysts have raised their price target for Resonac Holdings to approximately ¥5,630.91. This is an increase from ¥5,476.36 and reflects updated expectations for stronger revenue growth and a slightly lower discount rate, despite marginally reduced profit margin forecasts.分析記事 • Nov 11
We Think Resonac Holdings (TSE:4004) Can Stay On Top Of Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...ナラティブの更新 • Nov 01
4004: Future Consortium Developments Will Limit Near-Term Upside Potential
Analysts have maintained their price target for Resonac Holdings at ¥5,476, citing only minimal adjustments to the discount rate and earnings assumptions. These changes do not materially alter their outlook for the stock.ナラティブの更新 • Oct 17
Investments In AI Semiconductors Will Open Future Market Opportunities
Narrative Update on Resonac Holdings Analysts have raised their price target for Resonac Holdings from ¥5,113 to ¥5,476. This reflects updated assessments of the company’s fair value and ongoing adjustments to key financial assumptions.ナラティブの更新 • Oct 03
Investments In AI Semiconductors Will Open Future Market Opportunities
Analysts have raised their price target for Resonac Holdings from ¥4,903.64 to ¥5,112.73. They cite improved profit margin forecasts and a lower discount rate, despite a reduction in projected revenue growth.ナラティブの更新 • Sep 18
Investments In AI Semiconductors Will Open Future Market Opportunities
The upward revision in Resonac Holdings’ price target reflects higher consensus revenue growth forecasts and an increase in the expected future P/E multiple, resulting in a new analyst price target of ¥4,904. What's in the News Resonac has formed the 'JOINT3' consortium with 26 global semiconductor supply chain leaders to jointly develop panel-level organic interposer technology.分析記事 • Sep 12
Even With A 26% Surge, Cautious Investors Are Not Rewarding Resonac Holdings Corporation's (TSE:4004) Performance Completely
Despite an already strong run, Resonac Holdings Corporation ( TSE:4004 ) shares have been powering on, with a gain of...分析記事 • Aug 11
Resonac Holdings (TSE:4004) Is Paying Out A Dividend Of ¥65.00
The board of Resonac Holdings Corporation ( TSE:4004 ) has announced that it will pay a dividend of ¥65.00 per share on...分析記事 • Jul 31
Resonac Holdings (TSE:4004) Has A Somewhat Strained Balance Sheet
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jul 12
An Intrinsic Calculation For Resonac Holdings Corporation (TSE:4004) Suggests It's 35% Undervalued
Key Insights Resonac Holdings' estimated fair value is JP¥5,472 based on 2 Stage Free Cash Flow to Equity Current share...
新しいナラティブ • Jan 05
Semiconductor And Electronic Materials Surge To Propel Revenue And Increase Profit Margins
Strong growth in the Semiconductor and Electronic Materials segment, driven by AI demand and improved profitability, suggests promising future revenue and profit potential.業績と収益の成長予測
| 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 |
|---|---|---|---|---|---|
| 12/31/2028 | 1,456,287 | 168,064 | 132,938 | N/A | 11 |
| 12/31/2027 | 1,375,090 | 136,669 | 125,259 | N/A | 13 |
| 12/31/2026 | 1,433,303 | 96,430 | 56,786 | N/A | 13 |
| 3/31/2026 | 1,333,895 | 35,560 | N/A | N/A | N/A |
| 12/31/2025 | 1,347,125 | 29,031 | 23,560 | 130,286 | N/A |
| 9/30/2025 | 1,346,233 | -3,388 | N/A | N/A | N/A |
| 6/30/2025 | 1,364,987 | 54,712 | 34,540 | 144,986 | N/A |
| 3/31/2025 | 1,388,165 | 35,605 | N/A | N/A | N/A |
| 12/31/2024 | 1,391,480 | 73,503 | 75,341 | 163,653 | N/A |
| 9/30/2024 | 1,374,111 | 38,182 | N/A | N/A | N/A |
| 6/30/2024 | 1,341,290 | 39,307 | 40,472 | 123,903 | N/A |
| 3/31/2024 | 1,311,324 | 20,371 | N/A | N/A | N/A |
| 12/31/2023 | 1,288,869 | -18,955 | 31,581 | 118,686 | N/A |
| 9/30/2023 | 1,300,776 | -11,025 | N/A | N/A | N/A |
| 6/30/2023 | 1,352,714 | -20,751 | 43,971 | 126,555 | N/A |
| 3/31/2023 | 1,383,548 | 10,096 | N/A | N/A | N/A |
| 12/31/2022 | 1,392,621 | 30,793 | 12,492 | 100,349 | N/A |
| 9/30/2022 | 1,402,091 | 33,687 | N/A | N/A | N/A |
| 6/30/2022 | 1,382,310 | 33,045 | -1,406 | 81,856 | N/A |
| 3/31/2022 | 1,387,948 | -8,851 | N/A | N/A | N/A |
| 12/31/2021 | 1,419,635 | -12,094 | 47,542 | 115,283 | N/A |
| 9/30/2021 | 1,389,419 | -28,980 | N/A | N/A | N/A |
| 6/30/2021 | 1,340,437 | -35,141 | 87,346 | 159,418 | N/A |
| 3/31/2021 | 1,141,645 | -73,812 | N/A | N/A | N/A |
| 12/31/2020 | 973,700 | -76,304 | 44,786 | 109,286 | N/A |
| 9/30/2020 | 846,856 | -65,529 | N/A | N/A | N/A |
| 6/30/2020 | 757,581 | -47,300 | -4,271 | 43,229 | N/A |
| 3/31/2020 | 843,461 | 42,713 | N/A | N/A | N/A |
| 12/31/2019 | 906,454 | 73,088 | N/A | 78,554 | N/A |
| 9/30/2019 | 962,773 | 93,194 | N/A | N/A | N/A |
| 6/30/2019 | 1,011,785 | 119,184 | N/A | 138,103 | N/A |
| 3/31/2019 | 1,012,169 | 119,826 | N/A | N/A | N/A |
| 12/31/2018 | 992,136 | 111,503 | N/A | 149,785 | N/A |
| 9/30/2018 | 941,512 | 109,305 | N/A | N/A | N/A |
| 6/30/2018 | 864,039 | 83,765 | N/A | 76,495 | N/A |
| 3/31/2018 | 811,888 | 43,668 | N/A | N/A | N/A |
| 12/31/2017 | 780,387 | 33,470 | N/A | 67,284 | N/A |
| 9/30/2017 | 750,562 | 24,204 | N/A | N/A | N/A |
| 6/30/2017 | 724,688 | 17,811 | N/A | 90,948 | N/A |
| 3/31/2017 | 698,356 | 25,946 | N/A | N/A | N/A |
| 12/31/2016 | 671,159 | 12,305 | N/A | 68,949 | N/A |
| 9/30/2016 | 670,266 | 8,912 | N/A | N/A | N/A |
| 6/30/2016 | 700,160 | 1,697 | N/A | 61,236 | N/A |
| 3/31/2016 | 739,872 | 9,385 | N/A | N/A | N/A |
| 12/31/2015 | 775,732 | 921 | N/A | 61,170 | N/A |
| 9/30/2015 | 819,041 | 4,840 | N/A | N/A | N/A |
| 6/30/2015 | 855,394 | 8,457 | N/A | 76,598 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: 4004の予測収益成長率 (年間28.4% ) は 貯蓄率 ( 0.8% ) を上回っています。
収益対市場: 4004の収益 ( 28.4% ) はJP市場 ( 9.8% ) よりも速いペースで成長すると予測されています。
高成長収益: 4004の収益は今後 3 年間で 大幅に 増加すると予想されています。
収益対市場: 4004の収益 ( 1.3% ) JP市場 ( 6.5% ) よりも低い成長が予測されています。
高い収益成長: 4004の収益 ( 1.3% ) 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: 4004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 ( 16.8 %)。
成長企業の発掘
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 | 2026/06/26 18:33 |
| 終値 | 2026/06/26 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| 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
Resonac Holdings Corporation 13 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 |