View ValuationTosoh 将来の成長Future 基準チェック /26Tosoh利益と収益がそれぞれ年間14.6%と3.8%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8.2% 16.8%なると予測されています。主要情報14.6%収益成長率16.77%EPS成長率Chemicals 収益成長14.0%収益成長率3.8%将来の株主資本利益率8.24%アナリストカバレッジGood最終更新日13 May 2026今後の成長に関する最新情報分析記事 • Feb 08Earnings Update: Tosoh Corporation (TSE:4042) Just Reported Its Third-Quarter Results And Analysts Are Updating Their ForecastsIt's been a good week for Tosoh Corporation ( TSE:4042 ) shareholders, because the company has just released its latest...Major Estimate Revision • Feb 06Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥139 to JP¥123 per share. Revenue forecast steady at JP¥1.04t. Net income forecast to grow 31% next year vs 8.2% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥2,504 unchanged from last update. Share price rose 3.2% to JP¥2,601 over the past week.Major Estimate Revision • Dec 25Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥166 to JP¥149 per share. Revenue forecast steady at JP¥1.04t. Net income forecast to grow 36% next year vs 8.3% growth forecast for Chemicals industry in Japan. Consensus price target broadly unchanged at JP¥2,460. Share price was steady at JP¥2,359 over the past week.分析記事 • Nov 06Analysts Have Made A Financial Statement On Tosoh Corporation's (TSE:4042) Half-Yearly ReportAs you might know, Tosoh Corporation ( TSE:4042 ) recently reported its half-yearly numbers. Results were roughly in...分析記事 • Aug 08Tosoh Corporation (TSE:4042) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesTSE:4042 1 Year Share Price vs Fair Value Explore Tosoh's Fair Values from the Community and select yours Tosoh...Price Target Changed • Jul 29Price target increased by 7.0% to JP¥2,461Up from JP¥2,300, the current price target is an average from 8 analysts. New target price is 8.6% above last closing price of JP¥2,267. Stock is up 12% over the past year. The company is forecast to post earnings per share of JP¥198 for next year compared to JP¥182 last year.すべての更新を表示Recent updates分析記事 • 16hThere May Be Reason For Hope In Tosoh's (TSE:4042) Disappointing EarningsSoft earnings didn't appear to concern Tosoh Corporation's ( TSE:4042 ) shareholders over the last week. Our analysis...ライブニュース • May 14Tosoh Holds Dividend and Strengthens Cash Position as Leadership Transition Signals StabilityTosoh reported lower net sales and profit for FY2026 but kept margins relatively stable and ended the year with a stronger balance sheet and higher cash and equivalents. The company maintained its annual dividend at ¥100 per share despite the profit decline. Executive vice president Takafumi Kiuchi is set to become representative director on June 25, 2026, following the planned retirement of Toru Adachi, with Kiuchi bringing long experience across key divisions, including China operations. The combination of lower earnings, unchanged dividend and improved cash generation points to a focus on financial stability and shareholder returns while the company withholds formal guidance due to uncertain business conditions. Leadership continuity through Kiuchi’s promotion may reassure you that existing priorities, including capital allocation and regional strategy, are likely to remain consistent, although the lack of earnings guidance leaves less visibility on near-term performance.Reported Earnings • May 14Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥132 (down from JP¥182 in FY 2025). Revenue: JP¥1.02t (down 4.1% from FY 2025). Net income: JP¥41.6b (down 28% from FY 2025). Profit margin: 4.1% (down from 5.5% in FY 2025). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • May 14Tosoh Corporation, Annual General Meeting, Jun 25, 2026Tosoh Corporation, Annual General Meeting, Jun 25, 2026.お知らせ • May 09+ 3 more updatesTosoh Corporation to Report Q3, 2027 Results on Feb 09, 2027Tosoh Corporation announced that they will report Q3, 2027 results on Feb 09, 2027Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 05 June 2026. Payout ratio is on the higher end at 93%, however this is supported by cash flows. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).分析記事 • Feb 13Tosoh (TSE:4042) Has Affirmed Its Dividend Of ¥50.00Tosoh Corporation's ( TSE:4042 ) investors are due to receive a payment of ¥50.00 per share on 5th of June. This makes...分析記事 • Feb 08Earnings Update: Tosoh Corporation (TSE:4042) Just Reported Its Third-Quarter Results And Analysts Are Updating Their ForecastsIt's been a good week for Tosoh Corporation ( TSE:4042 ) shareholders, because the company has just released its latest...Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥55.26 (vs JP¥74.05 in 3Q 2025)Third quarter 2026 results: EPS: JP¥55.26 (down from JP¥74.05 in 3Q 2025). Revenue: JP¥256.9b (down 4.2% from 3Q 2025). Net income: JP¥17.3b (down 27% from 3Q 2025). Profit margin: 6.7% (down from 8.8% in 3Q 2025). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Major Estimate Revision • Feb 06Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥139 to JP¥123 per share. Revenue forecast steady at JP¥1.04t. Net income forecast to grow 31% next year vs 8.2% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥2,504 unchanged from last update. Share price rose 3.2% to JP¥2,601 over the past week.分析記事 • Jan 23Is Tosoh (TSE:4042) 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 • Jan 07Earnings Tell The Story For Tosoh Corporation (TSE:4042)With a price-to-earnings (or "P/E") ratio of 18.9x Tosoh Corporation ( TSE:4042 ) may be sending bearish signals at the...Major Estimate Revision • Dec 25Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥166 to JP¥149 per share. Revenue forecast steady at JP¥1.04t. Net income forecast to grow 36% next year vs 8.3% growth forecast for Chemicals industry in Japan. Consensus price target broadly unchanged at JP¥2,460. Share price was steady at JP¥2,359 over the past week.分析記事 • Dec 23Investors Met With Slowing Returns on Capital At Tosoh (TSE:4042)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...Buy Or Sell Opportunity • Dec 16Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥2,312. The fair value is estimated to be JP¥2,926, 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 declined by 14%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.分析記事 • Dec 04Tosoh's (TSE:4042) Dividend Will Be ¥50.00Tosoh Corporation's ( TSE:4042 ) investors are due to receive a payment of ¥50.00 per share on 5th of June. This means...Declared Dividend • Dec 04First half dividend of JP¥50.00 announcedDividend of JP¥50.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 5th June 2026 Dividend yield will be 4.3%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (79% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 63% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Dec 01Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to JP¥2,325. The fair value is estimated to be JP¥2,918, 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 declined by 14%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.分析記事 • Nov 11There May Be Reason For Hope In Tosoh's (TSE:4042) Disappointing EarningsShareholders appeared unconcerned with Tosoh Corporation's ( TSE:4042 ) lackluster earnings report last week. We think...お知らせ • Nov 07Tosoh Corporation to Report Q3, 2026 Results on Feb 05, 2026Tosoh Corporation announced that they will report Q3, 2026 results on Feb 05, 2026分析記事 • Nov 06Analysts Have Made A Financial Statement On Tosoh Corporation's (TSE:4042) Half-Yearly ReportAs you might know, Tosoh Corporation ( TSE:4042 ) recently reported its half-yearly numbers. Results were roughly in...Reported Earnings • Nov 06Second quarter 2026 earnings released: EPS: JP¥2.67 (vs JP¥27.35 in 2Q 2025)Second quarter 2026 results: EPS: JP¥2.67 (down from JP¥27.35 in 2Q 2025). Revenue: JP¥254.0b (down 7.6% from 2Q 2025). Net income: JP¥848.0m (down 90% from 2Q 2025). Profit margin: 0.3% (down from 3.2% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.分析記事 • Oct 14Is Tosoh Corporation (TSE:4042) Trading At A 34% Discount?Key Insights The projected fair value for Tosoh is JP¥3,299 based on 2 Stage Free Cash Flow to Equity Tosoh's JP¥2,184...分析記事 • Sep 25Tosoh (TSE:4042) Is Paying Out A Dividend Of ¥50.00Tosoh Corporation ( TSE:4042 ) will pay a dividend of ¥50.00 on the 4th of December. The dividend yield will be 4.4...分析記事 • Sep 10Tosoh (TSE:4042) Is Paying Out A Dividend Of ¥50.00The board of Tosoh Corporation ( TSE:4042 ) has announced that it will pay a dividend of ¥50.00 per share on the 4th of...分析記事 • Aug 25Tosoh (TSE:4042) Has Announced A Dividend Of ¥50.00Tosoh Corporation ( TSE:4042 ) will pay a dividend of ¥50.00 on the 4th of December. Based on this payment, the...分析記事 • Aug 11Tosoh (TSE:4042) Has Announced A Dividend Of ¥50.00The board of Tosoh Corporation ( TSE:4042 ) has announced that it will pay a dividend of ¥50.00 per share on the 4th of...分析記事 • Aug 08Tosoh Corporation (TSE:4042) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesTSE:4042 1 Year Share Price vs Fair Value Explore Tosoh's Fair Values from the Community and select yours Tosoh...Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: JP¥20.50 (vs JP¥50.98 in 1Q 2025)First quarter 2026 results: EPS: JP¥20.50 (down from JP¥50.98 in 1Q 2025). Revenue: JP¥245.1b (down 3.1% from 1Q 2025). Net income: JP¥6.53b (down 60% from 1Q 2025). Profit margin: 2.7% (down from 6.4% in 1Q 2025). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • Aug 05Tosoh Corporation (TSE:4042) announces an Equity Buyback for 17,000,000 shares, representing 5.34% for ¥25,000 million.Tosoh Corporation (TSE:4042) announces a share repurchase program. Under the program, the company will repurchase 17,000,000 shares, representing 5.34% of its share capital, for ¥25,000 million. The company will repurchase its shares in order to enhance shareholder returns and improve capital efficiency. The program will run until March 31, 2026. As of July 31, 2025, the company had 318,540,365 shares outstanding (excluding treasury shares) and 6,540,591 shares in treasury.Price Target Changed • Jul 29Price target increased by 7.0% to JP¥2,461Up from JP¥2,300, the current price target is an average from 8 analysts. New target price is 8.6% above last closing price of JP¥2,267. Stock is up 12% over the past year. The company is forecast to post earnings per share of JP¥198 for next year compared to JP¥182 last year.分析記事 • Jul 26Tosoh (TSE:4042) Has Announced A Dividend Of ¥50.00Tosoh Corporation ( TSE:4042 ) has announced that it will pay a dividend of ¥50.00 per share on the 4th of December...分析記事 • Jul 09Tosoh (TSE:4042) Has Affirmed Its Dividend Of ¥50.00The board of Tosoh Corporation ( TSE:4042 ) has announced that it will pay a dividend of ¥50.00 per share on the 4th of...Declared Dividend • Jul 09Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2025 Payment date: 4th December 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (47% earnings payout ratio) but not covered by cash flows (121% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 01Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥182 (up from JP¥180 in FY 2024). Revenue: JP¥1.06t (up 5.7% from FY 2024). Net income: JP¥58.0b (up 1.2% from FY 2024). Profit margin: 5.5% (down from 5.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 7.6%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.分析記事 • Jun 30Sentiment Still Eluding Tosoh Corporation (TSE:4042)There wouldn't be many who think Tosoh Corporation's ( TSE:4042 ) price-to-earnings (or "P/E") ratio of 11.6x is worth...Buy Or Sell Opportunity • Jun 19Now 20% overvaluedOver the last 90 days, the stock has fallen 4.1% to JP¥2,106. The fair value is estimated to be JP¥1,749, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.5% over the last 3 years. Earnings per share has declined by 25%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 8.0% per annum over the same time period.Reported Earnings • May 14Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥182 (up from JP¥180 in FY 2024). Revenue: JP¥1.06t (up 5.7% from FY 2024). Net income: JP¥58.0b (up 1.2% from FY 2024). Profit margin: 5.5% (down from 5.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 7.6%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • May 13Tosoh Corporation, Annual General Meeting, Jun 26, 2025Tosoh Corporation, Annual General Meeting, Jun 26, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 02 June 2025. Payout ratio is a comfortable 47% but the company is paying out more than the cash it is generating. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).お知らせ • Feb 08Tosoh Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Tosoh Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2025. For the period, the company now expects net sales of JPY 1,070,000 million against previous guidance of JPY 1,090,000 million; Operating income of JPY 98,000 million against previous guidance of JPY 94,000 million; Profit attributable to owners of the parent of JPY 61,000 million or JPY 191.55 basic per share against previous guidance of JPY 53,000 million JPY 166.44 basic per share. Reason for revisions: Despite the positive impact of yen depreciation beyond the assumed exchange rate and increased sales in the Engineering Group's water treatment business, sales volumes are expected to decline due to the stagnation of the Chinese economy and slower-than-anticipated recovery in semiconductor-related demand. As a result, net sales are projected to fall short of the previous forecast. Operating income is expected to exceed the previous forecast, as the strong performance of the water treatment business and improvements in the difference between inventory receipts and payments more than offset the impact of decreased sales. Furthermore, non-operating income is anticipated to improve due to foreign exchange gains resulting from the weaker yen. Consequently, both ordinary income and profit attributable to owners of parent are expected to surpass the previously forecasted figures.Reported Earnings • Feb 07Third quarter 2025 earnings released: EPS: JP¥74.05 (vs JP¥46.02 in 3Q 2024)Third quarter 2025 results: EPS: JP¥74.05 (up from JP¥46.02 in 3Q 2024). Revenue: JP¥268.1b (up 2.2% from 3Q 2024). Net income: JP¥23.6b (up 61% from 3Q 2024). Profit margin: 8.8% (up from 5.6% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Declared Dividend • Dec 05First half dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 28th March 2025 Payment date: 2nd June 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (26% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 06Second quarter 2025 earnings released: EPS: JP¥27.35 (vs JP¥42.37 in 2Q 2024)Second quarter 2025 results: EPS: JP¥27.35 (down from JP¥42.37 in 2Q 2024). Revenue: JP¥274.8b (up 12% from 2Q 2024). Net income: JP¥8.71b (down 35% from 2Q 2024). Profit margin: 3.2% (down from 5.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Nov 05+ 1 more updateTosoh Corporation Revises Earnings Guidance for the Fiscal Year Ending March 31, 2025Tosoh Corporation revised earnings guidance for the fiscal year ending March 31, 2025. For the period, the company now expects net sales of ¥1,090,000 million against previous guidance of ¥1,090,000 million; Operating income of ¥94,000 million against previous guidance of ¥100,000 million; Profit attributable to owners of the parent of ¥53,000 million or ¥166.44 basic per share against previous guidance of ¥59,000 million ¥185.29 basic per share. Though the progressively weaker yen and increased water treatment engineering business sales are forecast to contribute to higher revenue, sales volumes are seen decreasing, owing to sluggishness in the Chinese economy and the semiconductor industry recovering at a slower pace than anticipated. Moreover, the Company anticipates overseas market conditions not meeting expectations, which would result in net sales being in line with the previous forecast. With regard to profit items below operating income, although improvement is foreseen in the water treatment engineering business, ordinary income and profit attributable to owners of parent are expected to fall below the previous forecast on decreased sales volume, sluggish market conditions causing terms of trade to worsen, and a deterioration in the difference between inventory receipts and payments.Upcoming Dividend • Sep 20Upcoming dividend of JP¥42.50 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.4%).Buy Or Sell Opportunity • Sep 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.6% to JP¥1,865. The fair value is estimated to be JP¥2,347, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has declined by 30%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 5.5% per annum over the same time period.Buy Or Sell Opportunity • Aug 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.5% to JP¥1,876. The fair value is estimated to be JP¥2,345, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has declined by 30%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 5.5% per annum over the same time period.Reported Earnings • Aug 04First quarter 2025 earnings released: EPS: JP¥50.98 (vs JP¥41.56 in 1Q 2024)First quarter 2025 results: EPS: JP¥50.98 (up from JP¥41.56 in 1Q 2024). Revenue: JP¥252.9b (up 5.1% from 1Q 2024). Net income: JP¥16.2b (up 23% from 1Q 2024). Profit margin: 6.4% (up from 5.5% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Aug 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥1,898. The fair value is estimated to be JP¥2,401, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 25%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 5.8% per annum over the same time period.Declared Dividend • Jul 11Final dividend of JP¥42.50 announcedShareholders will receive a dividend of JP¥42.50. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 4.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 26Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥180 (up from JP¥158 in FY 2023). Revenue: JP¥1.01t (down 5.5% from FY 2023). Net income: JP¥57.3b (up 14% from FY 2023). Profit margin: 5.7% (up from 4.7% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 5.3%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • May 16Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥180 (up from JP¥158 in FY 2023). Revenue: JP¥1.01t (down 5.5% from FY 2023). Net income: JP¥57.3b (up 14% from FY 2023). Profit margin: 5.7% (up from 4.7% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 5.3%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • May 15Tosoh Corporation, Annual General Meeting, Jun 21, 2024Tosoh Corporation, Annual General Meeting, Jun 21, 2024.Buy Or Sell Opportunity • May 14Now 20% undervaluedOver the last 90 days, the stock has risen 2.6% to JP¥1,981. The fair value is estimated to be JP¥2,476, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.お知らせ • May 10+ 3 more updatesTosoh Corporation to Report Q3, 2025 Results on Feb 06, 2025Tosoh Corporation announced that they will report Q3, 2025 results on Feb 06, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 56% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).Reported Earnings • Feb 06Third quarter 2024 earnings released: EPS: JP¥46.02 (vs JP¥13.43 in 3Q 2023)Third quarter 2024 results: EPS: JP¥46.02 (up from JP¥13.43 in 3Q 2023). Revenue: JP¥262.2b (down 2.1% from 3Q 2023). Net income: JP¥14.7b (up 243% from 3Q 2023). Profit margin: 5.6% (up from 1.6% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Feb 05+ 1 more updateTosoh Corporation Provides Dividend Guidance for Fiscal Year Ending March 31, 2024Tosoh Corporation provided dividend guidance for fiscal year ending March 31, 2024. For the period, the company expects dividend of JPY 40 as compared to JPY 50 a year agi.Reported Earnings • Nov 03Second quarter 2024 earnings released: EPS: JP¥42.37 (vs JP¥42.71 in 2Q 2023)Second quarter 2024 results: EPS: JP¥42.37 (down from JP¥42.71 in 2Q 2023). Revenue: JP¥245.0b (down 11% from 2Q 2023). Net income: JP¥13.5b (flat on 2Q 2023). Profit margin: 5.5% (up from 5.0% in 2Q 2023). 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 4.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 73% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).Buying Opportunity • Sep 20Now 20% undervaluedOver the last 90 days, the stock is up 19%. The fair value is estimated to be JP¥2,523, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 9.6%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.Reported Earnings • Aug 04First quarter 2024 earnings released: EPS: JP¥41.56 (vs JP¥89.39 in 1Q 2023)First quarter 2024 results: EPS: JP¥41.56 (down from JP¥89.39 in 1Q 2023). Revenue: JP¥240.6b (down 4.6% from 1Q 2023). Net income: JP¥13.2b (down 54% from 1Q 2023). Profit margin: 5.5% (down from 11% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% per year.Reported Earnings • May 16Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥158 (down from JP¥339 in FY 2022). Revenue: JP¥1.06t (up 16% from FY 2022). Net income: JP¥50.3b (down 53% from FY 2022). Profit margin: 4.7% (down from 12% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% 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 12Tosoh Corporation, Annual General Meeting, Jun 23, 2023Tosoh Corporation, Annual General Meeting, Jun 23, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per share at 4.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 05 June 2023. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).Price Target Changed • Feb 23Price target increased by 9.3% to JP¥1,886Up from JP¥1,724, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of JP¥1,811. Stock is up 2.3% over the past year. The company is forecast to post earnings per share of JP¥190 for next year compared to JP¥339 last year.Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥13.43 (vs JP¥98.64 in 3Q 2022)Third quarter 2023 results: EPS: JP¥13.43 (down from JP¥98.64 in 3Q 2022). Revenue: JP¥267.9b (up 11% from 3Q 2022). Net income: JP¥4.27b (down 86% from 3Q 2022). Profit margin: 1.6% (down from 13% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% 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 • Feb 03Tosoh Corporation Provides Dividend Guidance for Fiscal Year Ending March 31, 2023Tosoh Corporation provided dividend guidance for fiscal year ending March 31, 2023. For the period, the company expects dividend of JPY 40 as compared to previous JPY 50.業績と収益の成長予測TSE:4042 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/20291,143,25069,50051,300131,90023/31/20281,117,84465,99842,780114,28073/31/20271,058,40059,95046,453115,68723/31/20261,019,91741,61544,729114,556N/A12/31/20251,023,76434,10660,130131,968N/A9/30/20251,034,89840,43842,004114,172N/A6/30/20251,055,64848,29936,438119,718N/A3/31/20251,063,38258,00226,347106,244N/A12/31/20241,053,44764,4829,98990,579N/A9/30/20241,047,58455,54936,898107,899N/A6/30/20241,017,86460,32839,003104,261N/A3/31/20241,005,64057,32458,261116,974N/A12/31/20231,017,67945,388N/AN/AN/A9/30/20231,023,40635,011-5,36276,822N/A6/30/20231,052,68935,119N/AN/AN/A3/31/20231,064,37650,335-95,860-16,239N/A12/31/20221,043,69876,832N/AN/AN/A9/30/20221,016,714103,947-2,26546,112N/A6/30/2022969,704114,673N/AN/AN/A3/31/2022918,580107,93864,133108,615N/A12/31/2021885,675106,208N/AN/AN/A9/30/2021832,89997,59451,048100,026N/A6/30/2021777,52286,971N/AN/AN/A3/31/2021732,85063,27644,95595,106N/A12/31/2020710,94643,800N/AN/AN/A9/30/2020718,19740,49016,76275,569N/A6/30/2020749,80744,454N/AN/AN/A3/31/2020786,08355,55037,52199,923N/A12/31/2019807,48568,012N/AN/AN/A9/30/2019833,34963,234N/A102,057N/A6/30/2019849,88068,062N/AN/AN/A3/31/2019861,45678,133N/A77,511N/A12/31/2018866,67876,176N/AN/AN/A9/30/2018855,65690,155N/A104,938N/A6/30/2018836,79191,489N/AN/AN/A3/31/2018822,85788,795N/A115,429N/A12/31/2017831,56192,794N/AN/AN/A9/30/2017797,55691,095N/A105,687N/A6/30/2017767,36583,602N/AN/AN/A3/31/2017743,02875,664N/A115,715N/A12/31/2016695,38861,285N/AN/AN/A9/30/2016705,45145,172N/A90,228N/A6/30/2016736,03436,776N/AN/AN/A3/31/2016753,73639,675N/A99,884N/A12/31/2015791,67340,072N/AN/AN/A9/30/2015811,14067,948N/A100,351N/A6/30/2015815,38871,532N/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: 4042の予測収益成長率 (年間14.6% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 4042の収益 ( 14.6% ) はJP市場 ( 8.9% ) 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: 4042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: 4042の収益 ( 3.8% ) JP市場 ( 5.2% ) よりも低い成長が予測されています。高い収益成長: 4042の収益 ( 3.8% ) 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: 4042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 ( 8.2 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 14:08終値2026/05/21 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Tosoh Corporation 7 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。17 アナリスト機関Mikiya YamadaBarclaysTakashi EnomotoBofA Global ResearchYuta NishiyamaCitigroup Inc14 その他のアナリストを表示
分析記事 • Feb 08Earnings Update: Tosoh Corporation (TSE:4042) Just Reported Its Third-Quarter Results And Analysts Are Updating Their ForecastsIt's been a good week for Tosoh Corporation ( TSE:4042 ) shareholders, because the company has just released its latest...
Major Estimate Revision • Feb 06Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥139 to JP¥123 per share. Revenue forecast steady at JP¥1.04t. Net income forecast to grow 31% next year vs 8.2% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥2,504 unchanged from last update. Share price rose 3.2% to JP¥2,601 over the past week.
Major Estimate Revision • Dec 25Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥166 to JP¥149 per share. Revenue forecast steady at JP¥1.04t. Net income forecast to grow 36% next year vs 8.3% growth forecast for Chemicals industry in Japan. Consensus price target broadly unchanged at JP¥2,460. Share price was steady at JP¥2,359 over the past week.
分析記事 • Nov 06Analysts Have Made A Financial Statement On Tosoh Corporation's (TSE:4042) Half-Yearly ReportAs you might know, Tosoh Corporation ( TSE:4042 ) recently reported its half-yearly numbers. Results were roughly in...
分析記事 • Aug 08Tosoh Corporation (TSE:4042) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesTSE:4042 1 Year Share Price vs Fair Value Explore Tosoh's Fair Values from the Community and select yours Tosoh...
Price Target Changed • Jul 29Price target increased by 7.0% to JP¥2,461Up from JP¥2,300, the current price target is an average from 8 analysts. New target price is 8.6% above last closing price of JP¥2,267. Stock is up 12% over the past year. The company is forecast to post earnings per share of JP¥198 for next year compared to JP¥182 last year.
分析記事 • 16hThere May Be Reason For Hope In Tosoh's (TSE:4042) Disappointing EarningsSoft earnings didn't appear to concern Tosoh Corporation's ( TSE:4042 ) shareholders over the last week. Our analysis...
ライブニュース • May 14Tosoh Holds Dividend and Strengthens Cash Position as Leadership Transition Signals StabilityTosoh reported lower net sales and profit for FY2026 but kept margins relatively stable and ended the year with a stronger balance sheet and higher cash and equivalents. The company maintained its annual dividend at ¥100 per share despite the profit decline. Executive vice president Takafumi Kiuchi is set to become representative director on June 25, 2026, following the planned retirement of Toru Adachi, with Kiuchi bringing long experience across key divisions, including China operations. The combination of lower earnings, unchanged dividend and improved cash generation points to a focus on financial stability and shareholder returns while the company withholds formal guidance due to uncertain business conditions. Leadership continuity through Kiuchi’s promotion may reassure you that existing priorities, including capital allocation and regional strategy, are likely to remain consistent, although the lack of earnings guidance leaves less visibility on near-term performance.
Reported Earnings • May 14Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥132 (down from JP¥182 in FY 2025). Revenue: JP¥1.02t (down 4.1% from FY 2025). Net income: JP¥41.6b (down 28% from FY 2025). Profit margin: 4.1% (down from 5.5% in FY 2025). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • May 14Tosoh Corporation, Annual General Meeting, Jun 25, 2026Tosoh Corporation, Annual General Meeting, Jun 25, 2026.
お知らせ • May 09+ 3 more updatesTosoh Corporation to Report Q3, 2027 Results on Feb 09, 2027Tosoh Corporation announced that they will report Q3, 2027 results on Feb 09, 2027
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 05 June 2026. Payout ratio is on the higher end at 93%, however this is supported by cash flows. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).
分析記事 • Feb 13Tosoh (TSE:4042) Has Affirmed Its Dividend Of ¥50.00Tosoh Corporation's ( TSE:4042 ) investors are due to receive a payment of ¥50.00 per share on 5th of June. This makes...
分析記事 • Feb 08Earnings Update: Tosoh Corporation (TSE:4042) Just Reported Its Third-Quarter Results And Analysts Are Updating Their ForecastsIt's been a good week for Tosoh Corporation ( TSE:4042 ) shareholders, because the company has just released its latest...
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥55.26 (vs JP¥74.05 in 3Q 2025)Third quarter 2026 results: EPS: JP¥55.26 (down from JP¥74.05 in 3Q 2025). Revenue: JP¥256.9b (down 4.2% from 3Q 2025). Net income: JP¥17.3b (down 27% from 3Q 2025). Profit margin: 6.7% (down from 8.8% in 3Q 2025). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Major Estimate Revision • Feb 06Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥139 to JP¥123 per share. Revenue forecast steady at JP¥1.04t. Net income forecast to grow 31% next year vs 8.2% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥2,504 unchanged from last update. Share price rose 3.2% to JP¥2,601 over the past week.
分析記事 • Jan 23Is Tosoh (TSE:4042) 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 • Jan 07Earnings Tell The Story For Tosoh Corporation (TSE:4042)With a price-to-earnings (or "P/E") ratio of 18.9x Tosoh Corporation ( TSE:4042 ) may be sending bearish signals at the...
Major Estimate Revision • Dec 25Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥166 to JP¥149 per share. Revenue forecast steady at JP¥1.04t. Net income forecast to grow 36% next year vs 8.3% growth forecast for Chemicals industry in Japan. Consensus price target broadly unchanged at JP¥2,460. Share price was steady at JP¥2,359 over the past week.
分析記事 • Dec 23Investors Met With Slowing Returns on Capital At Tosoh (TSE:4042)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Buy Or Sell Opportunity • Dec 16Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥2,312. The fair value is estimated to be JP¥2,926, 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 declined by 14%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
分析記事 • Dec 04Tosoh's (TSE:4042) Dividend Will Be ¥50.00Tosoh Corporation's ( TSE:4042 ) investors are due to receive a payment of ¥50.00 per share on 5th of June. This means...
Declared Dividend • Dec 04First half dividend of JP¥50.00 announcedDividend of JP¥50.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 5th June 2026 Dividend yield will be 4.3%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (79% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 63% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Dec 01Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to JP¥2,325. The fair value is estimated to be JP¥2,918, 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 declined by 14%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
分析記事 • Nov 11There May Be Reason For Hope In Tosoh's (TSE:4042) Disappointing EarningsShareholders appeared unconcerned with Tosoh Corporation's ( TSE:4042 ) lackluster earnings report last week. We think...
お知らせ • Nov 07Tosoh Corporation to Report Q3, 2026 Results on Feb 05, 2026Tosoh Corporation announced that they will report Q3, 2026 results on Feb 05, 2026
分析記事 • Nov 06Analysts Have Made A Financial Statement On Tosoh Corporation's (TSE:4042) Half-Yearly ReportAs you might know, Tosoh Corporation ( TSE:4042 ) recently reported its half-yearly numbers. Results were roughly in...
Reported Earnings • Nov 06Second quarter 2026 earnings released: EPS: JP¥2.67 (vs JP¥27.35 in 2Q 2025)Second quarter 2026 results: EPS: JP¥2.67 (down from JP¥27.35 in 2Q 2025). Revenue: JP¥254.0b (down 7.6% from 2Q 2025). Net income: JP¥848.0m (down 90% from 2Q 2025). Profit margin: 0.3% (down from 3.2% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
分析記事 • Oct 14Is Tosoh Corporation (TSE:4042) Trading At A 34% Discount?Key Insights The projected fair value for Tosoh is JP¥3,299 based on 2 Stage Free Cash Flow to Equity Tosoh's JP¥2,184...
分析記事 • Sep 25Tosoh (TSE:4042) Is Paying Out A Dividend Of ¥50.00Tosoh Corporation ( TSE:4042 ) will pay a dividend of ¥50.00 on the 4th of December. The dividend yield will be 4.4...
分析記事 • Sep 10Tosoh (TSE:4042) Is Paying Out A Dividend Of ¥50.00The board of Tosoh Corporation ( TSE:4042 ) has announced that it will pay a dividend of ¥50.00 per share on the 4th of...
分析記事 • Aug 25Tosoh (TSE:4042) Has Announced A Dividend Of ¥50.00Tosoh Corporation ( TSE:4042 ) will pay a dividend of ¥50.00 on the 4th of December. Based on this payment, the...
分析記事 • Aug 11Tosoh (TSE:4042) Has Announced A Dividend Of ¥50.00The board of Tosoh Corporation ( TSE:4042 ) has announced that it will pay a dividend of ¥50.00 per share on the 4th of...
分析記事 • Aug 08Tosoh Corporation (TSE:4042) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesTSE:4042 1 Year Share Price vs Fair Value Explore Tosoh's Fair Values from the Community and select yours Tosoh...
Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: JP¥20.50 (vs JP¥50.98 in 1Q 2025)First quarter 2026 results: EPS: JP¥20.50 (down from JP¥50.98 in 1Q 2025). Revenue: JP¥245.1b (down 3.1% from 1Q 2025). Net income: JP¥6.53b (down 60% from 1Q 2025). Profit margin: 2.7% (down from 6.4% in 1Q 2025). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • Aug 05Tosoh Corporation (TSE:4042) announces an Equity Buyback for 17,000,000 shares, representing 5.34% for ¥25,000 million.Tosoh Corporation (TSE:4042) announces a share repurchase program. Under the program, the company will repurchase 17,000,000 shares, representing 5.34% of its share capital, for ¥25,000 million. The company will repurchase its shares in order to enhance shareholder returns and improve capital efficiency. The program will run until March 31, 2026. As of July 31, 2025, the company had 318,540,365 shares outstanding (excluding treasury shares) and 6,540,591 shares in treasury.
Price Target Changed • Jul 29Price target increased by 7.0% to JP¥2,461Up from JP¥2,300, the current price target is an average from 8 analysts. New target price is 8.6% above last closing price of JP¥2,267. Stock is up 12% over the past year. The company is forecast to post earnings per share of JP¥198 for next year compared to JP¥182 last year.
分析記事 • Jul 26Tosoh (TSE:4042) Has Announced A Dividend Of ¥50.00Tosoh Corporation ( TSE:4042 ) has announced that it will pay a dividend of ¥50.00 per share on the 4th of December...
分析記事 • Jul 09Tosoh (TSE:4042) Has Affirmed Its Dividend Of ¥50.00The board of Tosoh Corporation ( TSE:4042 ) has announced that it will pay a dividend of ¥50.00 per share on the 4th of...
Declared Dividend • Jul 09Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2025 Payment date: 4th December 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (47% earnings payout ratio) but not covered by cash flows (121% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 01Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥182 (up from JP¥180 in FY 2024). Revenue: JP¥1.06t (up 5.7% from FY 2024). Net income: JP¥58.0b (up 1.2% from FY 2024). Profit margin: 5.5% (down from 5.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 7.6%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
分析記事 • Jun 30Sentiment Still Eluding Tosoh Corporation (TSE:4042)There wouldn't be many who think Tosoh Corporation's ( TSE:4042 ) price-to-earnings (or "P/E") ratio of 11.6x is worth...
Buy Or Sell Opportunity • Jun 19Now 20% overvaluedOver the last 90 days, the stock has fallen 4.1% to JP¥2,106. The fair value is estimated to be JP¥1,749, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.5% over the last 3 years. Earnings per share has declined by 25%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 8.0% per annum over the same time period.
Reported Earnings • May 14Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥182 (up from JP¥180 in FY 2024). Revenue: JP¥1.06t (up 5.7% from FY 2024). Net income: JP¥58.0b (up 1.2% from FY 2024). Profit margin: 5.5% (down from 5.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 7.6%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • May 13Tosoh Corporation, Annual General Meeting, Jun 26, 2025Tosoh Corporation, Annual General Meeting, Jun 26, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 02 June 2025. Payout ratio is a comfortable 47% but the company is paying out more than the cash it is generating. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).
お知らせ • Feb 08Tosoh Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Tosoh Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2025. For the period, the company now expects net sales of JPY 1,070,000 million against previous guidance of JPY 1,090,000 million; Operating income of JPY 98,000 million against previous guidance of JPY 94,000 million; Profit attributable to owners of the parent of JPY 61,000 million or JPY 191.55 basic per share against previous guidance of JPY 53,000 million JPY 166.44 basic per share. Reason for revisions: Despite the positive impact of yen depreciation beyond the assumed exchange rate and increased sales in the Engineering Group's water treatment business, sales volumes are expected to decline due to the stagnation of the Chinese economy and slower-than-anticipated recovery in semiconductor-related demand. As a result, net sales are projected to fall short of the previous forecast. Operating income is expected to exceed the previous forecast, as the strong performance of the water treatment business and improvements in the difference between inventory receipts and payments more than offset the impact of decreased sales. Furthermore, non-operating income is anticipated to improve due to foreign exchange gains resulting from the weaker yen. Consequently, both ordinary income and profit attributable to owners of parent are expected to surpass the previously forecasted figures.
Reported Earnings • Feb 07Third quarter 2025 earnings released: EPS: JP¥74.05 (vs JP¥46.02 in 3Q 2024)Third quarter 2025 results: EPS: JP¥74.05 (up from JP¥46.02 in 3Q 2024). Revenue: JP¥268.1b (up 2.2% from 3Q 2024). Net income: JP¥23.6b (up 61% from 3Q 2024). Profit margin: 8.8% (up from 5.6% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Declared Dividend • Dec 05First half dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 28th March 2025 Payment date: 2nd June 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (26% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 06Second quarter 2025 earnings released: EPS: JP¥27.35 (vs JP¥42.37 in 2Q 2024)Second quarter 2025 results: EPS: JP¥27.35 (down from JP¥42.37 in 2Q 2024). Revenue: JP¥274.8b (up 12% from 2Q 2024). Net income: JP¥8.71b (down 35% from 2Q 2024). Profit margin: 3.2% (down from 5.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Nov 05+ 1 more updateTosoh Corporation Revises Earnings Guidance for the Fiscal Year Ending March 31, 2025Tosoh Corporation revised earnings guidance for the fiscal year ending March 31, 2025. For the period, the company now expects net sales of ¥1,090,000 million against previous guidance of ¥1,090,000 million; Operating income of ¥94,000 million against previous guidance of ¥100,000 million; Profit attributable to owners of the parent of ¥53,000 million or ¥166.44 basic per share against previous guidance of ¥59,000 million ¥185.29 basic per share. Though the progressively weaker yen and increased water treatment engineering business sales are forecast to contribute to higher revenue, sales volumes are seen decreasing, owing to sluggishness in the Chinese economy and the semiconductor industry recovering at a slower pace than anticipated. Moreover, the Company anticipates overseas market conditions not meeting expectations, which would result in net sales being in line with the previous forecast. With regard to profit items below operating income, although improvement is foreseen in the water treatment engineering business, ordinary income and profit attributable to owners of parent are expected to fall below the previous forecast on decreased sales volume, sluggish market conditions causing terms of trade to worsen, and a deterioration in the difference between inventory receipts and payments.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥42.50 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.4%).
Buy Or Sell Opportunity • Sep 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.6% to JP¥1,865. The fair value is estimated to be JP¥2,347, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has declined by 30%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 5.5% per annum over the same time period.
Buy Or Sell Opportunity • Aug 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.5% to JP¥1,876. The fair value is estimated to be JP¥2,345, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has declined by 30%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 5.5% per annum over the same time period.
Reported Earnings • Aug 04First quarter 2025 earnings released: EPS: JP¥50.98 (vs JP¥41.56 in 1Q 2024)First quarter 2025 results: EPS: JP¥50.98 (up from JP¥41.56 in 1Q 2024). Revenue: JP¥252.9b (up 5.1% from 1Q 2024). Net income: JP¥16.2b (up 23% from 1Q 2024). Profit margin: 6.4% (up from 5.5% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Aug 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥1,898. The fair value is estimated to be JP¥2,401, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 25%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 5.8% per annum over the same time period.
Declared Dividend • Jul 11Final dividend of JP¥42.50 announcedShareholders will receive a dividend of JP¥42.50. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 4.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 26Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥180 (up from JP¥158 in FY 2023). Revenue: JP¥1.01t (down 5.5% from FY 2023). Net income: JP¥57.3b (up 14% from FY 2023). Profit margin: 5.7% (up from 4.7% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 5.3%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • May 16Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥180 (up from JP¥158 in FY 2023). Revenue: JP¥1.01t (down 5.5% from FY 2023). Net income: JP¥57.3b (up 14% from FY 2023). Profit margin: 5.7% (up from 4.7% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 5.3%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • May 15Tosoh Corporation, Annual General Meeting, Jun 21, 2024Tosoh Corporation, Annual General Meeting, Jun 21, 2024.
Buy Or Sell Opportunity • May 14Now 20% undervaluedOver the last 90 days, the stock has risen 2.6% to JP¥1,981. The fair value is estimated to be JP¥2,476, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
お知らせ • May 10+ 3 more updatesTosoh Corporation to Report Q3, 2025 Results on Feb 06, 2025Tosoh Corporation announced that they will report Q3, 2025 results on Feb 06, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 56% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).
Reported Earnings • Feb 06Third quarter 2024 earnings released: EPS: JP¥46.02 (vs JP¥13.43 in 3Q 2023)Third quarter 2024 results: EPS: JP¥46.02 (up from JP¥13.43 in 3Q 2023). Revenue: JP¥262.2b (down 2.1% from 3Q 2023). Net income: JP¥14.7b (up 243% from 3Q 2023). Profit margin: 5.6% (up from 1.6% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Feb 05+ 1 more updateTosoh Corporation Provides Dividend Guidance for Fiscal Year Ending March 31, 2024Tosoh Corporation provided dividend guidance for fiscal year ending March 31, 2024. For the period, the company expects dividend of JPY 40 as compared to JPY 50 a year agi.
Reported Earnings • Nov 03Second quarter 2024 earnings released: EPS: JP¥42.37 (vs JP¥42.71 in 2Q 2023)Second quarter 2024 results: EPS: JP¥42.37 (down from JP¥42.71 in 2Q 2023). Revenue: JP¥245.0b (down 11% from 2Q 2023). Net income: JP¥13.5b (flat on 2Q 2023). Profit margin: 5.5% (up from 5.0% in 2Q 2023). 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 4.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 73% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).
Buying Opportunity • Sep 20Now 20% undervaluedOver the last 90 days, the stock is up 19%. The fair value is estimated to be JP¥2,523, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 9.6%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
Reported Earnings • Aug 04First quarter 2024 earnings released: EPS: JP¥41.56 (vs JP¥89.39 in 1Q 2023)First quarter 2024 results: EPS: JP¥41.56 (down from JP¥89.39 in 1Q 2023). Revenue: JP¥240.6b (down 4.6% from 1Q 2023). Net income: JP¥13.2b (down 54% from 1Q 2023). Profit margin: 5.5% (down from 11% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% per year.
Reported Earnings • May 16Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥158 (down from JP¥339 in FY 2022). Revenue: JP¥1.06t (up 16% from FY 2022). Net income: JP¥50.3b (down 53% from FY 2022). Profit margin: 4.7% (down from 12% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% 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 12Tosoh Corporation, Annual General Meeting, Jun 23, 2023Tosoh Corporation, Annual General Meeting, Jun 23, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per share at 4.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 05 June 2023. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
Price Target Changed • Feb 23Price target increased by 9.3% to JP¥1,886Up from JP¥1,724, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of JP¥1,811. Stock is up 2.3% over the past year. The company is forecast to post earnings per share of JP¥190 for next year compared to JP¥339 last year.
Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥13.43 (vs JP¥98.64 in 3Q 2022)Third quarter 2023 results: EPS: JP¥13.43 (down from JP¥98.64 in 3Q 2022). Revenue: JP¥267.9b (up 11% from 3Q 2022). Net income: JP¥4.27b (down 86% from 3Q 2022). Profit margin: 1.6% (down from 13% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% 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 • Feb 03Tosoh Corporation Provides Dividend Guidance for Fiscal Year Ending March 31, 2023Tosoh Corporation provided dividend guidance for fiscal year ending March 31, 2023. For the period, the company expects dividend of JPY 40 as compared to previous JPY 50.