Okamoto Industries（5122）株式概要岡本工業株式会社は、日本および海外で工業製品および家庭用製品を製造・販売している。 詳細5122 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績1/6財務の健全性6/6配当金4/6リスク分析過去5年間で収益は年間0.4%減少しました。 2.14%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る5122 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥5.62k2.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0138b2016201920222025202620282031Revenue JP¥138.3bEarnings JP¥6.2bAdvancedSet Fair ValueView all narrativesOkamoto Industries, Inc. 競合他社KH NeochemSymbol: TSE:4189Market cap: JP¥95.0bKonishiSymbol: TSE:4956Market cap: JP¥87.1bZACROSSymbol: TSE:7917Market cap: JP¥90.2bRiken TechnosSymbol: TSE:4220Market cap: JP¥74.3b価格と性能株価の高値、安値、推移の概要Okamoto Industries過去の株価現在の株価JP¥5,620.0052週高値JP¥6,230.0052週安値JP¥4,735.00ベータ0.151ヶ月の変化-1.40%3ヶ月変化0.72%1年変化8.08%3年間の変化38.77%5年間の変化35.26%IPOからの変化19.82%最新ニュース分析記事 • May 21Okamoto Industries' (TSE:5122) Soft Earnings Don't Show The Whole PictureInvestors were disappointed with the weak earnings posted by Okamoto Industries, Inc. ( TSE:5122 ). However, our...New Risk • May 18New major risk - Revenue and earnings growthEarnings have declined by 0.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.4% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥283 (vs JP¥383 in FY 2025)Full year 2026 results: EPS: JP¥283 (down from JP¥383 in FY 2025). Revenue: JP¥108.0b (down 1.0% from FY 2025). Net income: JP¥4.86b (down 27% from FY 2025). Profit margin: 4.5% (down from 6.1% in FY 2025). 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 10% per year, which means it is well ahead of earnings.お知らせ • May 14Okamoto Industries, Inc., Annual General Meeting, Jun 26, 2026Okamoto Industries, Inc., Annual General Meeting, Jun 26, 2026.お知らせ • May 09Okamoto Industries, Inc. to Report Fiscal Year 2026 Results on May 14, 2026Okamoto Industries, Inc. announced that they will report fiscal year 2026 results on May 14, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.3%).最新情報をもっと見るRecent updates分析記事 • May 21Okamoto Industries' (TSE:5122) Soft Earnings Don't Show The Whole PictureInvestors were disappointed with the weak earnings posted by Okamoto Industries, Inc. ( TSE:5122 ). However, our...New Risk • May 18New major risk - Revenue and earnings growthEarnings have declined by 0.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.4% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥283 (vs JP¥383 in FY 2025)Full year 2026 results: EPS: JP¥283 (down from JP¥383 in FY 2025). Revenue: JP¥108.0b (down 1.0% from FY 2025). Net income: JP¥4.86b (down 27% from FY 2025). Profit margin: 4.5% (down from 6.1% in FY 2025). 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 10% per year, which means it is well ahead of earnings.お知らせ • May 14Okamoto Industries, Inc., Annual General Meeting, Jun 26, 2026Okamoto Industries, Inc., Annual General Meeting, Jun 26, 2026.お知らせ • May 09Okamoto Industries, Inc. to Report Fiscal Year 2026 Results on May 14, 2026Okamoto Industries, Inc. announced that they will report fiscal year 2026 results on May 14, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.3%).Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥98.36 (vs JP¥121 in 3Q 2025)Third quarter 2026 results: EPS: JP¥98.36 (down from JP¥121 in 3Q 2025). Revenue: JP¥27.8b (down 2.7% from 3Q 2025). Net income: JP¥1.68b (down 20% from 3Q 2025). Profit margin: 6.1% (down from 7.4% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Dec 02Okamoto Industries (TSE:5122) Has Announced A Dividend Of ¥60.00Okamoto Industries, Inc. ( TSE:5122 ) will pay a dividend of ¥60.00 on the 29th of June. This payment means that the...Declared Dividend • Dec 02First half dividend of JP¥60.00 announcedDividend of JP¥60.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.2%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 12% 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. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Nov 10Okamoto Industries, Inc. (TSE:5122) announces an Equity Buyback for 190,000 shares, representing 1.11% for ¥1,000 million.Okamoto Industries, Inc. (TSE:5122) announces a share repurchase program. Under the program, the company will repurchase up to 190,000 shares, representing 1.11% of its issued share capital, for ¥1,000 million. The purpose of the program is to enhance the return of profits to shareholders, improve capital efficiency, and enable a flexible capital policy for the future. The program is valid till September 30, 2026. As of November 7, 2025, the company had 17,092,256 outstanding shares (excluding treasury stock) and 607,111 shares in treasury.Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥85.34 (vs JP¥44.21 in 2Q 2025)Second quarter 2026 results: EPS: JP¥85.34 (up from JP¥44.21 in 2Q 2025). Revenue: JP¥26.0b (down 8.6% from 2Q 2025). Net income: JP¥1.47b (up 90% from 2Q 2025). Profit margin: 5.6% (up from 2.7% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 10% per year.お知らせ • Oct 29Okamoto Industries, Inc. to Report Q2, 2026 Results on Nov 07, 2025Okamoto Industries, Inc. announced that they will report Q2, 2026 results on Nov 07, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.6%).Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥27.64 (vs JP¥126 in 1Q 2025)First quarter 2026 results: EPS: JP¥27.64 (down from JP¥126 in 1Q 2025). Revenue: JP¥26.9b (up 3.3% from 1Q 2025). Net income: JP¥478.0m (down 78% from 1Q 2025). Profit margin: 1.8% (down from 8.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 10% per year.Declared Dividend • Jul 09Final dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 2.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 12% 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. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 01Full year 2025 earnings released: EPS: JP¥383 (vs JP¥420 in FY 2024)Full year 2025 results: EPS: JP¥383 (down from JP¥420 in FY 2024). Revenue: JP¥109.1b (up 2.8% from FY 2024). Net income: JP¥6.67b (down 9.7% from FY 2024). Profit margin: 6.1% (down from 7.0% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 8% per year.Reported Earnings • May 15Full year 2025 earnings released: EPS: JP¥383 (vs JP¥420 in FY 2024)Full year 2025 results: EPS: JP¥383 (down from JP¥420 in FY 2024). Revenue: JP¥109.1b (up 2.8% from FY 2024). Net income: JP¥6.67b (down 9.7% from FY 2024). Profit margin: 6.1% (down from 7.0% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 11% per year.お知らせ • May 13Okamoto Industries, Inc., Annual General Meeting, Jun 26, 2025Okamoto Industries, Inc., Annual General Meeting, Jun 26, 2025.お知らせ • Mar 27Okamoto Industries, Inc. to Report Fiscal Year 2025 Results on May 13, 2025Okamoto Industries, Inc. announced that they will report fiscal year 2025 results on May 13, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).New Risk • Feb 08New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.0% Last year net profit margin: 7.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.0% net profit margin).Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥121 (vs JP¥138 in 3Q 2024)Third quarter 2025 results: EPS: JP¥121 (down from JP¥138 in 3Q 2024). Revenue: JP¥28.6b (flat on 3Q 2024). Net income: JP¥2.10b (down 14% from 3Q 2024). Profit margin: 7.4% (down from 8.5% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 8% per year.お知らせ • Jan 03Okamoto Industries, Inc. to Report Q3, 2025 Results on Feb 07, 2025Okamoto Industries, Inc. announced that they will report Q3, 2025 results on Feb 07, 2025分析記事 • Nov 21Some May Be Optimistic About Okamoto Industries' (TSE:5122) EarningsThe market for Okamoto Industries, Inc.'s ( TSE:5122 ) shares didn't move much after it posted weak earnings recently...Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥44.21 (vs JP¥105 in 2Q 2024)Second quarter 2025 results: EPS: JP¥44.21 (down from JP¥105 in 2Q 2024). Revenue: JP¥28.4b (up 10% from 2Q 2024). Net income: JP¥770.0m (down 58% from 2Q 2024). Profit margin: 2.7% (down from 7.1% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 9% per year.お知らせ • Nov 08Okamoto Industries, Inc. (TSE:5122) announces an Equity Buyback for 280,000 shares, representing 1.61% for ¥1,500 million.Okamoto Industries, Inc. (TSE:5122) announces a share repurchase program. Under the program, the company will repurchase up to 280,000 shares, representing 1.61% of its issued share capital, for ¥1,500 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency, while enabling flexible capital policies in the future. The program is valid till September 30, 2025. As of November 8, 2024, the company had 17,363,217 outstanding shares (excluding treasury stock) and 536,150 shares in treasury.お知らせ • Sep 27Okamoto Industries, Inc. to Report Q2, 2025 Results on Nov 08, 2024Okamoto Industries, Inc. announced that they will report Q2, 2025 results on Nov 08, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.4%).分析記事 • Sep 04Optimistic Investors Push Okamoto Industries, Inc. (TSE:5122) Shares Up 26% But Growth Is LackingOkamoto Industries, Inc. ( TSE:5122 ) shareholders would be excited to see that the share price has had a great month...Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥126 (vs JP¥156 in 1Q 2024)First quarter 2025 results: EPS: JP¥126 (down from JP¥156 in 1Q 2024). Revenue: JP¥26.1b (up 3.4% from 1Q 2024). Net income: JP¥2.21b (down 19% from 1Q 2024). Profit margin: 8.5% (down from 11% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 06These 4 Measures Indicate That Okamoto Industries (TSE:5122) Is Using Debt SafelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥4,090, the stock trades at a trailing P/E ratio of 9.7x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 9.5% over the past three years.New Risk • Jul 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.0% increase in shares outstanding).お知らせ • Jun 28Okamoto Industries, Inc. to Report Q1, 2025 Results on Aug 02, 2024Okamoto Industries, Inc. announced that they will report Q1, 2025 results on Aug 02, 2024New Risk • Jun 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.2% increase in shares outstanding).New Risk • May 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.5% increase in shares outstanding).分析記事 • May 21Shareholders Will Be Pleased With The Quality of Okamoto Industries' (TSE:5122) EarningsEven though Okamoto Industries, Inc. ( TSE:5122 ) posted strong earnings, investors appeared to be underwhelmed. We did...Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥420 (vs JP¥271 in FY 2023)Full year 2024 results: EPS: JP¥420 (up from JP¥271 in FY 2023). Revenue: JP¥106.1b (up 7.1% from FY 2023). Net income: JP¥7.39b (up 51% from FY 2023). Profit margin: 7.0% (up from 4.9% in FY 2023). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • May 15Okamoto Industries, Inc., Annual General Meeting, Jun 27, 2024Okamoto Industries, Inc., Annual General Meeting, Jun 27, 2024.Buy Or Sell Opportunity • May 08Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥4,780. The fair value is estimated to be JP¥6,011, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 8.7%.お知らせ • Apr 17Okamoto Industries, Inc. to Report Fiscal Year 2024 Results on May 13, 2024Okamoto Industries, Inc. announced that they will report fiscal year 2024 results on May 13, 2024Buy Or Sell Opportunity • Apr 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.8% to JP¥4,770. The fair value is estimated to be JP¥6,015, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 8.7%.Upcoming Dividend • Mar 21Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.1%).Buy Or Sell Opportunity • Mar 04Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to JP¥4,850. The fair value is estimated to be JP¥6,066, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 8.7%.Buy Or Sell Opportunity • Feb 15Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to JP¥4,880. The fair value is estimated to be JP¥6,101, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 8.7%.Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥138 (vs JP¥78.84 in 3Q 2023)Third quarter 2024 results: EPS: JP¥138 (up from JP¥78.84 in 3Q 2023). Revenue: JP¥28.4b (up 6.0% from 3Q 2023). Net income: JP¥2.43b (up 71% from 3Q 2023). Profit margin: 8.5% (up from 5.3% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 6% per year.お知らせ • Jan 25Okamoto Industries, Inc. to Report Q3, 2024 Results on Feb 09, 2024Okamoto Industries, Inc. announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥105 (vs JP¥49.15 in 2Q 2023)Second quarter 2024 results: EPS: JP¥105 (up from JP¥49.15 in 2Q 2023). Revenue: JP¥25.8b (up 7.6% from 2Q 2023). Net income: JP¥1.84b (up 106% from 2Q 2023). Profit margin: 7.1% (up from 3.7% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 6% per year.お知らせ • Sep 27Okamoto Industries, Inc. to Report Q2, 2024 Results on Nov 10, 2023Okamoto Industries, Inc. announced that they will report Q2, 2024 results on Nov 10, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥55.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.5%).Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥156 (vs JP¥89.12 in 1Q 2023)First quarter 2024 results: EPS: JP¥156 (up from JP¥89.12 in 1Q 2023). Revenue: JP¥25.2b (up 12% from 1Q 2023). Net income: JP¥2.74b (up 69% from 1Q 2023). Profit margin: 11% (up from 7.2% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Jun 28Okamoto Industries, Inc. to Report Q1, 2024 Results on Aug 04, 2023Okamoto Industries, Inc. announced that they will report Q1, 2024 results on Aug 04, 2023お知らせ • May 17Okamoto Industries, Inc., Annual General Meeting, Jun 29, 2023Okamoto Industries, Inc., Annual General Meeting, Jun 29, 2023.Reported Earnings • May 15Full year 2023 earnings released: EPS: JP¥271 (vs JP¥301 in FY 2022)Full year 2023 results: EPS: JP¥271 (down from JP¥301 in FY 2022). Revenue: JP¥99.1b (up 11% from FY 2022). Net income: JP¥4.89b (down 12% from FY 2022). Profit margin: 4.9% (down from 6.2% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%).Buying Opportunity • Mar 16Now 20% undervaluedOver the last 90 days, the stock is up 1.3%. The fair value is estimated to be JP¥4,757, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%.Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥78.84 (vs JP¥116 in 3Q 2022)Third quarter 2023 results: EPS: JP¥78.84 (down from JP¥116 in 3Q 2022). Revenue: JP¥26.8b (up 17% from 3Q 2022). Net income: JP¥1.42b (down 34% from 3Q 2022). Profit margin: 5.3% (down from 9.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Jan 13Okamoto Industries, Inc. to Report Q3, 2023 Results on Feb 10, 2023Okamoto Industries, Inc. announced that they will report Q3, 2023 results on Feb 10, 2023お知らせ • Dec 17Okamoto Industries, Inc. (TSE:5122) announces an Equity Buyback for 400,000 shares, representing 2.22% for ¥2,000 million.Okamoto Industries, Inc. (TSE:5122) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 2.22% of its total shares outstanding (excluding treasury shares), for a total of ¥2,000 million. The purpose of repurchase program is to enhance shareholder returns, improve capital efficiency while considering the market environment and to enable a flexible capital policy in the future. The repurchase program is valid till September 30, 2023. As of December 16, 2022, the company has 18,001,049 shares outstanding (excluding treasury shares) and has 598,318 shares in treasury.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥49.15 (vs JP¥77.14 in 2Q 2022)Second quarter 2023 results: EPS: JP¥49.15 (down from JP¥77.14 in 2Q 2022). Revenue: JP¥23.9b (up 6.9% from 2Q 2022). Net income: JP¥891.0m (down 38% from 2Q 2022). Profit margin: 3.7% (down from 6.4% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥49.15 (vs JP¥77.14 in 2Q 2022)Second quarter 2023 results: EPS: JP¥49.15 (down from JP¥77.14 in 2Q 2022). Revenue: JP¥23.9b (up 6.9% from 2Q 2022). Net income: JP¥891.0m (down 38% from 2Q 2022). Profit margin: 3.7% (down from 6.4% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Sep 28Okamoto Industries, Inc. to Report Q2, 2023 Results on Nov 11, 2022Okamoto Industries, Inc. announced that they will report Q2, 2023 results on Nov 11, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.9%).Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥89.11 (vs JP¥98.07 in 1Q 2022)First quarter 2023 results: EPS: JP¥89.11 (down from JP¥98.07 in 1Q 2022). Revenue: JP¥22.5b (up 1.7% from 1Q 2022). Net income: JP¥1.63b (down 11% from 1Q 2022). Profit margin: 7.2% (down from 8.3% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Jun 29Okamoto Industries, Inc. to Report Q1, 2023 Results on Aug 05, 2022Okamoto Industries, Inc. announced that they will report Q1, 2023 results on Aug 05, 2022Reported Earnings • May 18Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥301 (down from JP¥304 in FY 2021). Revenue: JP¥89.6b (up 3.7% from FY 2021). Net income: JP¥5.58b (down 2.1% from FY 2021). Profit margin: 6.2% (down from 6.6% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 5.9%. Over the next year, revenue is forecast to grow 1.7%, compared to a 7.4% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • May 18Okamoto Industries, Inc., Annual General Meeting, Jun 29, 2022Okamoto Industries, Inc., Annual General Meeting, Jun 29, 2022.Price Target Changed • Apr 27Price target decreased to JP¥4,600Down from JP¥5,500, the current price target is provided by 1 analyst. New target price is 23% above last closing price of JP¥3,725. Stock is down 7.9% over the past year. The company is forecast to post earnings per share of JP¥320 for next year compared to JP¥304 last year.お知らせ • Apr 08Okamoto Industries, Inc. to Report Fiscal Year 2022 Results on May 13, 2022Okamoto Industries, Inc. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.6%).Reported Earnings • Feb 12Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥116 (down from JP¥117 in 3Q 2021). Revenue: JP¥22.9b (down 2.8% from 3Q 2021). Net income: JP¥2.14b (down 2.5% from 3Q 2021). Profit margin: 9.3% (in line with 3Q 2021). Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 4.1%, compared to a 6.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS JP¥77.13 (vs JP¥48.69 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥22.4b (up 12% from 2Q 2021). Net income: JP¥1.43b (up 57% from 2Q 2021). Profit margin: 6.4% (up from 4.6% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.9%).Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥98.07 (vs JP¥87.50 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: JP¥22.1b (up 14% from 1Q 2021). Net income: JP¥1.83b (up 11% from 1Q 2021). Profit margin: 8.3% (down from 8.5% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 14% per year and the company’s share price has also fallen by 14% per year.Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥304 (vs JP¥184 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥86.4b (down 4.6% from FY 2020). Net income: JP¥5.70b (up 63% from FY 2020). Profit margin: 6.6% (up from 3.9% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.8%).Is New 90 Day High Low • Mar 05New 90-day high: JP¥4,180The company is up 1.0% from its price of JP¥4,155 on 04 December 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Chemicals industry, which is down 2.0% over the same period.Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥117 (vs JP¥17.36 in 3Q 2020)The company reported a solid third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥23.6b (flat on 3Q 2020). Net income: JP¥2.20b (up JP¥1.87b from 3Q 2020). Profit margin: 9.3% (up from 1.4% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Jan 29New 90-day low: JP¥3,870The company is down 10.0% from its price of JP¥4,285 on 30 October 2020. The Japanese market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 22% over the same period.Is New 90 Day High Low • Dec 22New 90-day low: JP¥3,900The company is down 8.0% from its price of JP¥4,255 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 13% over the same period.Is New 90 Day High Low • Dec 02New 90-day low: JP¥4,070The company is down 6.0% from its price of JP¥4,310 on 03 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 19% over the same period.Price Target Changed • Dec 01Price target lowered to JP¥6,500Down from JP¥8,000, the current price target is provided by 1 analyst. The new target price is 58% above the current share price of JP¥4,110. As of last close, the stock is up 0.2% over the past year.お知らせ • Nov 08Okamoto Industries, Inc. to Report Q2, 2021 Results on Nov 06, 2020Okamoto Industries, Inc. announced that they will report Q2, 2021 results on Nov 06, 2020お知らせ • Jun 28Okamoto Industries, Inc. to Report Q1, 2021 Results on Aug 05, 2020Okamoto Industries, Inc. announced that they will report Q1, 2021 results on Aug 05, 2020株主還元5122JP ChemicalsJP 市場7D4.1%0.9%1.2%1Y8.1%53.4%42.1%株主還元を見る業界別リターン: 5122過去 1 年間で53.4 % 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: 5122は、過去 1 年間で42.1 % のリターンを上げたJP市場を下回りました。価格変動Is 5122's price volatile compared to industry and market?5122 volatility5122 Average Weekly Movement4.6%Chemicals Industry Average Movement6.0%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 5122 、 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: 5122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19342,704Kunihiko Okamotowww.okamoto-inc.jp岡本工業株式会社は日本および海外で工業用製品および家庭用製品を製造・販売している。プラスチックフィルム、住宅用壁紙、装飾用フィルム、成形用ABS・アクリル板、家具用合成皮革などの工業用製品、自動車用資材、農業用フィルム・作業資材、食品用ラップフィルム、吸水・脱水シート、手袋などの食品衛生資材を提供している。また、粘着テープ・ゴムバンド、フレキシブルコンテナバッグ、創傷被覆材、医療用手袋、オートクレーブ、マスクなどの衛生材料からなる医療・福祉製品、クリーンルーム用手袋、玄関用粘着マット、間仕切りフィルム、安全靴などの工業製品も提供している。また、コンドーム・潤滑剤、ヒートパッチ・温熱パッド・湯たんぽ、健康グッズ、携帯衛生用品、手袋などの家庭用品、除湿機、ゴキブリ駆除用品、吸水・脱水シート、食品用ラップフィルム、調理用シート、ゴム長靴、安全靴、マリンウェア、革靴・スニーカーなども扱っている。また、物流事業や太陽光発電事業も行っている。同社は1934年に設立され、東京に本社を置く。もっと見るOkamoto Industries, Inc. 基礎のまとめOkamoto Industries の収益と売上を時価総額と比較するとどうか。5122 基礎統計学時価総額JP¥96.04b収益（TTM）JP¥4.86b売上高(TTM)JP¥108.04b19.8xPER（株価収益率0.9xP/Sレシオ5122 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計5122 損益計算書（TTM）収益JP¥108.04b売上原価JP¥86.26b売上総利益JP¥21.78bその他の費用JP¥16.93b収益JP¥4.86b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）284.10グロス・マージン20.16%純利益率4.49%有利子負債／自己資本比率2.9%5122 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2.1%現在の配当利回り40%配当性向5122 配当は確実ですか？5122 配当履歴とベンチマークを見る5122 、いつまでに購入すれば配当金を受け取れますか？Okamoto Industries 配当日配当落ち日Mar 30 2026配当支払日Jun 29 2026配当落ちまでの日数56 days配当支払日までの日数35 days5122 配当は確実ですか？5122 配当履歴とベンチマークを見るView Valuation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2026/05/23 16:02終値2026/05/22 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Okamoto Industries, Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Sean MonaghanHSBCHitoshi SakamotoMizuho Securities Co., Ltd.
分析記事 • May 21Okamoto Industries' (TSE:5122) Soft Earnings Don't Show The Whole PictureInvestors were disappointed with the weak earnings posted by Okamoto Industries, Inc. ( TSE:5122 ). However, our...
New Risk • May 18New major risk - Revenue and earnings growthEarnings have declined by 0.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.4% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥283 (vs JP¥383 in FY 2025)Full year 2026 results: EPS: JP¥283 (down from JP¥383 in FY 2025). Revenue: JP¥108.0b (down 1.0% from FY 2025). Net income: JP¥4.86b (down 27% from FY 2025). Profit margin: 4.5% (down from 6.1% in FY 2025). 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 10% per year, which means it is well ahead of earnings.
お知らせ • May 14Okamoto Industries, Inc., Annual General Meeting, Jun 26, 2026Okamoto Industries, Inc., Annual General Meeting, Jun 26, 2026.
お知らせ • May 09Okamoto Industries, Inc. to Report Fiscal Year 2026 Results on May 14, 2026Okamoto Industries, Inc. announced that they will report fiscal year 2026 results on May 14, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.3%).
分析記事 • May 21Okamoto Industries' (TSE:5122) Soft Earnings Don't Show The Whole PictureInvestors were disappointed with the weak earnings posted by Okamoto Industries, Inc. ( TSE:5122 ). However, our...
New Risk • May 18New major risk - Revenue and earnings growthEarnings have declined by 0.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.4% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥283 (vs JP¥383 in FY 2025)Full year 2026 results: EPS: JP¥283 (down from JP¥383 in FY 2025). Revenue: JP¥108.0b (down 1.0% from FY 2025). Net income: JP¥4.86b (down 27% from FY 2025). Profit margin: 4.5% (down from 6.1% in FY 2025). 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 10% per year, which means it is well ahead of earnings.
お知らせ • May 14Okamoto Industries, Inc., Annual General Meeting, Jun 26, 2026Okamoto Industries, Inc., Annual General Meeting, Jun 26, 2026.
お知らせ • May 09Okamoto Industries, Inc. to Report Fiscal Year 2026 Results on May 14, 2026Okamoto Industries, Inc. announced that they will report fiscal year 2026 results on May 14, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.3%).
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥98.36 (vs JP¥121 in 3Q 2025)Third quarter 2026 results: EPS: JP¥98.36 (down from JP¥121 in 3Q 2025). Revenue: JP¥27.8b (down 2.7% from 3Q 2025). Net income: JP¥1.68b (down 20% from 3Q 2025). Profit margin: 6.1% (down from 7.4% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Dec 02Okamoto Industries (TSE:5122) Has Announced A Dividend Of ¥60.00Okamoto Industries, Inc. ( TSE:5122 ) will pay a dividend of ¥60.00 on the 29th of June. This payment means that the...
Declared Dividend • Dec 02First half dividend of JP¥60.00 announcedDividend of JP¥60.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.2%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 12% 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. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 10Okamoto Industries, Inc. (TSE:5122) announces an Equity Buyback for 190,000 shares, representing 1.11% for ¥1,000 million.Okamoto Industries, Inc. (TSE:5122) announces a share repurchase program. Under the program, the company will repurchase up to 190,000 shares, representing 1.11% of its issued share capital, for ¥1,000 million. The purpose of the program is to enhance the return of profits to shareholders, improve capital efficiency, and enable a flexible capital policy for the future. The program is valid till September 30, 2026. As of November 7, 2025, the company had 17,092,256 outstanding shares (excluding treasury stock) and 607,111 shares in treasury.
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥85.34 (vs JP¥44.21 in 2Q 2025)Second quarter 2026 results: EPS: JP¥85.34 (up from JP¥44.21 in 2Q 2025). Revenue: JP¥26.0b (down 8.6% from 2Q 2025). Net income: JP¥1.47b (up 90% from 2Q 2025). Profit margin: 5.6% (up from 2.7% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 10% per year.
お知らせ • Oct 29Okamoto Industries, Inc. to Report Q2, 2026 Results on Nov 07, 2025Okamoto Industries, Inc. announced that they will report Q2, 2026 results on Nov 07, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.6%).
Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥27.64 (vs JP¥126 in 1Q 2025)First quarter 2026 results: EPS: JP¥27.64 (down from JP¥126 in 1Q 2025). Revenue: JP¥26.9b (up 3.3% from 1Q 2025). Net income: JP¥478.0m (down 78% from 1Q 2025). Profit margin: 1.8% (down from 8.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 10% per year.
Declared Dividend • Jul 09Final dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 2.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 12% 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. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 01Full year 2025 earnings released: EPS: JP¥383 (vs JP¥420 in FY 2024)Full year 2025 results: EPS: JP¥383 (down from JP¥420 in FY 2024). Revenue: JP¥109.1b (up 2.8% from FY 2024). Net income: JP¥6.67b (down 9.7% from FY 2024). Profit margin: 6.1% (down from 7.0% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 8% per year.
Reported Earnings • May 15Full year 2025 earnings released: EPS: JP¥383 (vs JP¥420 in FY 2024)Full year 2025 results: EPS: JP¥383 (down from JP¥420 in FY 2024). Revenue: JP¥109.1b (up 2.8% from FY 2024). Net income: JP¥6.67b (down 9.7% from FY 2024). Profit margin: 6.1% (down from 7.0% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 11% per year.
お知らせ • May 13Okamoto Industries, Inc., Annual General Meeting, Jun 26, 2025Okamoto Industries, Inc., Annual General Meeting, Jun 26, 2025.
お知らせ • Mar 27Okamoto Industries, Inc. to Report Fiscal Year 2025 Results on May 13, 2025Okamoto Industries, Inc. announced that they will report fiscal year 2025 results on May 13, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).
New Risk • Feb 08New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.0% Last year net profit margin: 7.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.0% net profit margin).
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥121 (vs JP¥138 in 3Q 2024)Third quarter 2025 results: EPS: JP¥121 (down from JP¥138 in 3Q 2024). Revenue: JP¥28.6b (flat on 3Q 2024). Net income: JP¥2.10b (down 14% from 3Q 2024). Profit margin: 7.4% (down from 8.5% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 8% per year.
お知らせ • Jan 03Okamoto Industries, Inc. to Report Q3, 2025 Results on Feb 07, 2025Okamoto Industries, Inc. announced that they will report Q3, 2025 results on Feb 07, 2025
分析記事 • Nov 21Some May Be Optimistic About Okamoto Industries' (TSE:5122) EarningsThe market for Okamoto Industries, Inc.'s ( TSE:5122 ) shares didn't move much after it posted weak earnings recently...
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥44.21 (vs JP¥105 in 2Q 2024)Second quarter 2025 results: EPS: JP¥44.21 (down from JP¥105 in 2Q 2024). Revenue: JP¥28.4b (up 10% from 2Q 2024). Net income: JP¥770.0m (down 58% from 2Q 2024). Profit margin: 2.7% (down from 7.1% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 9% per year.
お知らせ • Nov 08Okamoto Industries, Inc. (TSE:5122) announces an Equity Buyback for 280,000 shares, representing 1.61% for ¥1,500 million.Okamoto Industries, Inc. (TSE:5122) announces a share repurchase program. Under the program, the company will repurchase up to 280,000 shares, representing 1.61% of its issued share capital, for ¥1,500 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency, while enabling flexible capital policies in the future. The program is valid till September 30, 2025. As of November 8, 2024, the company had 17,363,217 outstanding shares (excluding treasury stock) and 536,150 shares in treasury.
お知らせ • Sep 27Okamoto Industries, Inc. to Report Q2, 2025 Results on Nov 08, 2024Okamoto Industries, Inc. announced that they will report Q2, 2025 results on Nov 08, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.4%).
分析記事 • Sep 04Optimistic Investors Push Okamoto Industries, Inc. (TSE:5122) Shares Up 26% But Growth Is LackingOkamoto Industries, Inc. ( TSE:5122 ) shareholders would be excited to see that the share price has had a great month...
Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥126 (vs JP¥156 in 1Q 2024)First quarter 2025 results: EPS: JP¥126 (down from JP¥156 in 1Q 2024). Revenue: JP¥26.1b (up 3.4% from 1Q 2024). Net income: JP¥2.21b (down 19% from 1Q 2024). Profit margin: 8.5% (down from 11% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 06These 4 Measures Indicate That Okamoto Industries (TSE:5122) Is Using Debt SafelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥4,090, the stock trades at a trailing P/E ratio of 9.7x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 9.5% over the past three years.
New Risk • Jul 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.0% increase in shares outstanding).
お知らせ • Jun 28Okamoto Industries, Inc. to Report Q1, 2025 Results on Aug 02, 2024Okamoto Industries, Inc. announced that they will report Q1, 2025 results on Aug 02, 2024
New Risk • Jun 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.2% increase in shares outstanding).
New Risk • May 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.5% increase in shares outstanding).
分析記事 • May 21Shareholders Will Be Pleased With The Quality of Okamoto Industries' (TSE:5122) EarningsEven though Okamoto Industries, Inc. ( TSE:5122 ) posted strong earnings, investors appeared to be underwhelmed. We did...
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥420 (vs JP¥271 in FY 2023)Full year 2024 results: EPS: JP¥420 (up from JP¥271 in FY 2023). Revenue: JP¥106.1b (up 7.1% from FY 2023). Net income: JP¥7.39b (up 51% from FY 2023). Profit margin: 7.0% (up from 4.9% in FY 2023). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15Okamoto Industries, Inc., Annual General Meeting, Jun 27, 2024Okamoto Industries, Inc., Annual General Meeting, Jun 27, 2024.
Buy Or Sell Opportunity • May 08Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥4,780. The fair value is estimated to be JP¥6,011, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 8.7%.
お知らせ • Apr 17Okamoto Industries, Inc. to Report Fiscal Year 2024 Results on May 13, 2024Okamoto Industries, Inc. announced that they will report fiscal year 2024 results on May 13, 2024
Buy Or Sell Opportunity • Apr 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.8% to JP¥4,770. The fair value is estimated to be JP¥6,015, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 8.7%.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.1%).
Buy Or Sell Opportunity • Mar 04Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to JP¥4,850. The fair value is estimated to be JP¥6,066, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 8.7%.
Buy Or Sell Opportunity • Feb 15Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to JP¥4,880. The fair value is estimated to be JP¥6,101, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 8.7%.
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥138 (vs JP¥78.84 in 3Q 2023)Third quarter 2024 results: EPS: JP¥138 (up from JP¥78.84 in 3Q 2023). Revenue: JP¥28.4b (up 6.0% from 3Q 2023). Net income: JP¥2.43b (up 71% from 3Q 2023). Profit margin: 8.5% (up from 5.3% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Jan 25Okamoto Industries, Inc. to Report Q3, 2024 Results on Feb 09, 2024Okamoto Industries, Inc. announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥105 (vs JP¥49.15 in 2Q 2023)Second quarter 2024 results: EPS: JP¥105 (up from JP¥49.15 in 2Q 2023). Revenue: JP¥25.8b (up 7.6% from 2Q 2023). Net income: JP¥1.84b (up 106% from 2Q 2023). Profit margin: 7.1% (up from 3.7% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Sep 27Okamoto Industries, Inc. to Report Q2, 2024 Results on Nov 10, 2023Okamoto Industries, Inc. announced that they will report Q2, 2024 results on Nov 10, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥55.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.5%).
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥156 (vs JP¥89.12 in 1Q 2023)First quarter 2024 results: EPS: JP¥156 (up from JP¥89.12 in 1Q 2023). Revenue: JP¥25.2b (up 12% from 1Q 2023). Net income: JP¥2.74b (up 69% from 1Q 2023). Profit margin: 11% (up from 7.2% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Jun 28Okamoto Industries, Inc. to Report Q1, 2024 Results on Aug 04, 2023Okamoto Industries, Inc. announced that they will report Q1, 2024 results on Aug 04, 2023
お知らせ • May 17Okamoto Industries, Inc., Annual General Meeting, Jun 29, 2023Okamoto Industries, Inc., Annual General Meeting, Jun 29, 2023.
Reported Earnings • May 15Full year 2023 earnings released: EPS: JP¥271 (vs JP¥301 in FY 2022)Full year 2023 results: EPS: JP¥271 (down from JP¥301 in FY 2022). Revenue: JP¥99.1b (up 11% from FY 2022). Net income: JP¥4.89b (down 12% from FY 2022). Profit margin: 4.9% (down from 6.2% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%).
Buying Opportunity • Mar 16Now 20% undervaluedOver the last 90 days, the stock is up 1.3%. The fair value is estimated to be JP¥4,757, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%.
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥78.84 (vs JP¥116 in 3Q 2022)Third quarter 2023 results: EPS: JP¥78.84 (down from JP¥116 in 3Q 2022). Revenue: JP¥26.8b (up 17% from 3Q 2022). Net income: JP¥1.42b (down 34% from 3Q 2022). Profit margin: 5.3% (down from 9.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Jan 13Okamoto Industries, Inc. to Report Q3, 2023 Results on Feb 10, 2023Okamoto Industries, Inc. announced that they will report Q3, 2023 results on Feb 10, 2023
お知らせ • Dec 17Okamoto Industries, Inc. (TSE:5122) announces an Equity Buyback for 400,000 shares, representing 2.22% for ¥2,000 million.Okamoto Industries, Inc. (TSE:5122) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 2.22% of its total shares outstanding (excluding treasury shares), for a total of ¥2,000 million. The purpose of repurchase program is to enhance shareholder returns, improve capital efficiency while considering the market environment and to enable a flexible capital policy in the future. The repurchase program is valid till September 30, 2023. As of December 16, 2022, the company has 18,001,049 shares outstanding (excluding treasury shares) and has 598,318 shares in treasury.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥49.15 (vs JP¥77.14 in 2Q 2022)Second quarter 2023 results: EPS: JP¥49.15 (down from JP¥77.14 in 2Q 2022). Revenue: JP¥23.9b (up 6.9% from 2Q 2022). Net income: JP¥891.0m (down 38% from 2Q 2022). Profit margin: 3.7% (down from 6.4% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥49.15 (vs JP¥77.14 in 2Q 2022)Second quarter 2023 results: EPS: JP¥49.15 (down from JP¥77.14 in 2Q 2022). Revenue: JP¥23.9b (up 6.9% from 2Q 2022). Net income: JP¥891.0m (down 38% from 2Q 2022). Profit margin: 3.7% (down from 6.4% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Sep 28Okamoto Industries, Inc. to Report Q2, 2023 Results on Nov 11, 2022Okamoto Industries, Inc. announced that they will report Q2, 2023 results on Nov 11, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.9%).
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥89.11 (vs JP¥98.07 in 1Q 2022)First quarter 2023 results: EPS: JP¥89.11 (down from JP¥98.07 in 1Q 2022). Revenue: JP¥22.5b (up 1.7% from 1Q 2022). Net income: JP¥1.63b (down 11% from 1Q 2022). Profit margin: 7.2% (down from 8.3% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Jun 29Okamoto Industries, Inc. to Report Q1, 2023 Results on Aug 05, 2022Okamoto Industries, Inc. announced that they will report Q1, 2023 results on Aug 05, 2022
Reported Earnings • May 18Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥301 (down from JP¥304 in FY 2021). Revenue: JP¥89.6b (up 3.7% from FY 2021). Net income: JP¥5.58b (down 2.1% from FY 2021). Profit margin: 6.2% (down from 6.6% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 5.9%. Over the next year, revenue is forecast to grow 1.7%, compared to a 7.4% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • May 18Okamoto Industries, Inc., Annual General Meeting, Jun 29, 2022Okamoto Industries, Inc., Annual General Meeting, Jun 29, 2022.
Price Target Changed • Apr 27Price target decreased to JP¥4,600Down from JP¥5,500, the current price target is provided by 1 analyst. New target price is 23% above last closing price of JP¥3,725. Stock is down 7.9% over the past year. The company is forecast to post earnings per share of JP¥320 for next year compared to JP¥304 last year.
お知らせ • Apr 08Okamoto Industries, Inc. to Report Fiscal Year 2022 Results on May 13, 2022Okamoto Industries, Inc. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.6%).
Reported Earnings • Feb 12Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥116 (down from JP¥117 in 3Q 2021). Revenue: JP¥22.9b (down 2.8% from 3Q 2021). Net income: JP¥2.14b (down 2.5% from 3Q 2021). Profit margin: 9.3% (in line with 3Q 2021). Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 4.1%, compared to a 6.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS JP¥77.13 (vs JP¥48.69 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥22.4b (up 12% from 2Q 2021). Net income: JP¥1.43b (up 57% from 2Q 2021). Profit margin: 6.4% (up from 4.6% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.9%).
Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥98.07 (vs JP¥87.50 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: JP¥22.1b (up 14% from 1Q 2021). Net income: JP¥1.83b (up 11% from 1Q 2021). Profit margin: 8.3% (down from 8.5% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 14% per year and the company’s share price has also fallen by 14% per year.
Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥304 (vs JP¥184 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥86.4b (down 4.6% from FY 2020). Net income: JP¥5.70b (up 63% from FY 2020). Profit margin: 6.6% (up from 3.9% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.8%).
Is New 90 Day High Low • Mar 05New 90-day high: JP¥4,180The company is up 1.0% from its price of JP¥4,155 on 04 December 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Chemicals industry, which is down 2.0% over the same period.
Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥117 (vs JP¥17.36 in 3Q 2020)The company reported a solid third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥23.6b (flat on 3Q 2020). Net income: JP¥2.20b (up JP¥1.87b from 3Q 2020). Profit margin: 9.3% (up from 1.4% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Jan 29New 90-day low: JP¥3,870The company is down 10.0% from its price of JP¥4,285 on 30 October 2020. The Japanese market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 22% over the same period.
Is New 90 Day High Low • Dec 22New 90-day low: JP¥3,900The company is down 8.0% from its price of JP¥4,255 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 13% over the same period.
Is New 90 Day High Low • Dec 02New 90-day low: JP¥4,070The company is down 6.0% from its price of JP¥4,310 on 03 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 19% over the same period.
Price Target Changed • Dec 01Price target lowered to JP¥6,500Down from JP¥8,000, the current price target is provided by 1 analyst. The new target price is 58% above the current share price of JP¥4,110. As of last close, the stock is up 0.2% over the past year.
お知らせ • Nov 08Okamoto Industries, Inc. to Report Q2, 2021 Results on Nov 06, 2020Okamoto Industries, Inc. announced that they will report Q2, 2021 results on Nov 06, 2020
お知らせ • Jun 28Okamoto Industries, Inc. to Report Q1, 2021 Results on Aug 05, 2020Okamoto Industries, Inc. announced that they will report Q1, 2021 results on Aug 05, 2020
