Nohmi Bosai（6744）株式概要能美防災株式会社は、日本で各種防火システムの開発、販売、設置、メンテナンスを行っている。 詳細6744 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2/6過去の実績5/6財務の健全性6/6配当金5/6報酬収益は年間3.67%増加すると予測されています 過去1年間で収益は23%増加しました 2.48%の安定した配当金を支払う リスク分析リスクチェックの結果、6744 、リスクは検出されなかった。すべてのリスクチェックを見る6744 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¥4.67k1.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0191b2016201920222025202620282031Revenue JP¥191.0bEarnings JP¥18.7bAdvancedSet Fair ValueView all narrativesNohmi Bosai Ltd. 競合他社AmanoSymbol: TSE:6436Market cap: JP¥251.7bOki Electric IndustrySymbol: TSE:6703Market cap: JP¥257.5bJEOLSymbol: TSE:6951Market cap: JP¥317.7bFuruno ElectricSymbol: TSE:6814Market cap: JP¥189.0b価格と性能株価の高値、安値、推移の概要Nohmi Bosai過去の株価現在の株価JP¥4,670.0052週高値JP¥4,815.0052週安値JP¥3,400.00ベータ0.321ヶ月の変化15.59%3ヶ月変化9.11%1年変化32.29%3年間の変化149.73%5年間の変化134.56%IPOからの変化233.57%最新ニュース分析記事 • May 15Nohmi Bosai Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearInvestors in Nohmi Bosai Ltd. ( TSE:6744 ) had a good week, as its shares rose 7.1% to close at JP¥4,665 following the...Reported Earnings • May 12Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥232 (up from JP¥188 in FY 2025). Revenue: JP¥139.7b (up 4.5% from FY 2025). Net income: JP¥13.6b (up 23% from FY 2025). Profit margin: 9.8% (up from 8.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Electronic 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 increased by 33% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 11Nohmi Bosai Ltd., Annual General Meeting, Jun 26, 2026Nohmi Bosai Ltd., Annual General Meeting, Jun 26, 2026.ライブニュース • May 11Nohmi Bosai Targets 50% Payout Ratio With Higher Dividend After Strong Fiscal 2026Nohmi Bosai reported higher sales, margins and profits for fiscal 2026, which also strengthened its balance sheet. The company raised its annual dividend and plans to maintain this higher level, while forecasting sales growth but a slight decline in profit for fiscal 2027. Management increased the year-end dividend to 66 yen per share, taking the annual payout to 116 yen, and is now aiming for a 50% payout ratio in line with its 2028 vision. The key takeaway is that Nohmi Bosai is tying its higher dividend and a 50% payout ratio target directly to its long-term plan, while still emphasizing financial stability to support future business expansion. Investors may wish to weigh the appeal of a higher, more stable dividend against the company's expectation for slightly softer profit in fiscal 2027 as it invests for future growth.お知らせ • May 10Nohmi Bosai Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Nohmi Bosai Ltd. announced that they will report fiscal year 2026 results on May 11, 2026Buy Or Sell Opportunity • Apr 17Now 21% undervaluedOver the last 90 days, the stock has risen 2.5% to JP¥4,135. The fair value is estimated to be JP¥5,216, 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 grown by 20%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.最新情報をもっと見るRecent updates分析記事 • May 15Nohmi Bosai Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearInvestors in Nohmi Bosai Ltd. ( TSE:6744 ) had a good week, as its shares rose 7.1% to close at JP¥4,665 following the...Reported Earnings • May 12Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥232 (up from JP¥188 in FY 2025). Revenue: JP¥139.7b (up 4.5% from FY 2025). Net income: JP¥13.6b (up 23% from FY 2025). Profit margin: 9.8% (up from 8.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Electronic 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 increased by 33% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 11Nohmi Bosai Ltd., Annual General Meeting, Jun 26, 2026Nohmi Bosai Ltd., Annual General Meeting, Jun 26, 2026.ライブニュース • May 11Nohmi Bosai Targets 50% Payout Ratio With Higher Dividend After Strong Fiscal 2026Nohmi Bosai reported higher sales, margins and profits for fiscal 2026, which also strengthened its balance sheet. The company raised its annual dividend and plans to maintain this higher level, while forecasting sales growth but a slight decline in profit for fiscal 2027. Management increased the year-end dividend to 66 yen per share, taking the annual payout to 116 yen, and is now aiming for a 50% payout ratio in line with its 2028 vision. The key takeaway is that Nohmi Bosai is tying its higher dividend and a 50% payout ratio target directly to its long-term plan, while still emphasizing financial stability to support future business expansion. Investors may wish to weigh the appeal of a higher, more stable dividend against the company's expectation for slightly softer profit in fiscal 2027 as it invests for future growth.お知らせ • May 10Nohmi Bosai Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Nohmi Bosai Ltd. announced that they will report fiscal year 2026 results on May 11, 2026Buy Or Sell Opportunity • Apr 17Now 21% undervaluedOver the last 90 days, the stock has risen 2.5% to JP¥4,135. The fair value is estimated to be JP¥5,216, 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 grown by 20%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.Buy Or Sell Opportunity • Mar 23Now 22% undervaluedOver the last 90 days, the stock has risen 5.6% to JP¥4,180. The fair value is estimated to be JP¥5,328, 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 grown by 20%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.Price Target Changed • Mar 04Price target increased by 29% to JP¥5,300Up from JP¥4,100, the current price target is provided by 1 analyst. New target price is 20% above last closing price of JP¥4,410. Stock is up 37% over the past year. The company is forecast to post earnings per share of JP¥204 for next year compared to JP¥188 last year.Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥65.29 (vs JP¥49.80 in 3Q 2025)Third quarter 2026 results: EPS: JP¥65.29 (up from JP¥49.80 in 3Q 2025). Revenue: JP¥35.6b (up 4.7% from 3Q 2025). Net income: JP¥3.84b (up 31% from 3Q 2025). Profit margin: 11% (up from 8.6% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 16Slowing Rates Of Return At Nohmi Bosai (TSE:6744) Leave Little Room For ExcitementIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...分析記事 • Dec 21Nohmi Bosai (TSE:6744) Will Pay A Dividend Of ¥50.00Nohmi Bosai Ltd.'s ( TSE:6744 ) investors are due to receive a payment of ¥50.00 per share on 29th of June. This will...お知らせ • Dec 17Nohmi Bosai Ltd. to Report Q3, 2026 Results on Feb 12, 2026Nohmi Bosai Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026分析記事 • Dec 07Nohmi Bosai (TSE:6744) Is Due To Pay A Dividend Of ¥50.00Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will pay a dividend of ¥50.00 per share on the 29th of June. This...Declared Dividend • Dec 06First half dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 17% 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 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 19Does This Valuation Of Nohmi Bosai Ltd. (TSE:6744) Imply Investors Are Overpaying?Key Insights The projected fair value for Nohmi Bosai is JP¥2,676 based on 2 Stage Free Cash Flow to Equity Nohmi Bosai...Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: JP¥37.43 (vs JP¥36.77 in 2Q 2025)Second quarter 2026 results: EPS: JP¥37.43 (up from JP¥36.77 in 2Q 2025). Revenue: JP¥31.3b (up 2.9% from 2Q 2025). Net income: JP¥2.20b (up 1.6% from 2Q 2025). Profit margin: 7.0% (in line with 2Q 2025). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic 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 increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).分析記事 • Sep 19Nohmi Bosai's (TSE:6744) Upcoming Dividend Will Be Larger Than Last Year'sNohmi Bosai Ltd.'s ( TSE:6744 ) dividend will be increasing from last year's payment of the same period to ¥50.00 on...お知らせ • Sep 19Nohmi Bosai Ltd. to Report Q2, 2026 Results on Nov 10, 2025Nohmi Bosai Ltd. announced that they will report Q2, 2026 results on Nov 10, 2025分析記事 • Sep 04Nohmi Bosai (TSE:6744) Will Pay A Larger Dividend Than Last Year At ¥50.00Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will be increasing its dividend from last year's comparable payment...お知らせ • Sep 03Nohmi Bosai Ltd. (TSE:6744) acquired Prime Value Co., Ltd.Nohmi Bosai Ltd. (TSE:6744) acquired Prime Value Co., Ltd. on September 1, 2025. For the period ending January 31, 2025, Prime Value Co., Ltd. reported total revenue of ¥26 million. Nohmi Bosai Ltd. (TSE:6744) completed the acquisition of Prime Value Co., Ltd. on September 1, 2025.分析記事 • Aug 21Nohmi Bosai (TSE:6744) Will Pay A Larger Dividend Than Last Year At ¥50.00Nohmi Bosai Ltd. ( TSE:6744 ) will increase its dividend from last year's comparable payment on the 5th of December to...Reported Earnings • Aug 08First quarter 2026 earnings released: JP¥1.72 loss per share (vs JP¥6.23 profit in 1Q 2025)First quarter 2026 results: JP¥1.72 loss per share (down from JP¥6.23 profit in 1Q 2025). Revenue: JP¥25.7b (up 6.7% from 1Q 2025). Net loss: JP¥101.0m (down 127% from profit in 1Q 2025). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 07Nohmi Bosai (TSE:6744) Has Announced That It Will Be Increasing Its Dividend To ¥50.00Nohmi Bosai Ltd. ( TSE:6744 ) will increase its dividend from last year's comparable payment on the 5th of December to...お知らせ • Aug 06Nohmi Bosai Ltd. (TSE:6744) entered into a share transfer agreement to acquire Meisei Electric Co., Ltd. from IHI Corporation (TSE:7013).Nohmi Bosai Ltd. (TSE:6744) entered into a share transfer agreement to acquire Meisei Electric Co., Ltd. from IHI Corporation (TSE:7013) on August 6, 2025. As part of the acquisition, IHI Corporation would transfer 13,271,400 shares to Nohmi Bosai Ltd. For the period ending March 31, 2025, Meisei Electric Co., Ltd. reported total revenue of ¥7.99 billion and net income of ¥431 million and has 322 employees. As of March 31, 2025, Meisei Electric Co., Ltd. reported total assets of ¥12 billion and total common equity of ¥6.75 billion. The share transfer is scheduled to be executed on February 2, 2026.分析記事 • Jul 24Nohmi Bosai (TSE:6744) Is Increasing Its Dividend To ¥50.00The board of Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will be paying its dividend of ¥50.00 on the 5th of...分析記事 • Jul 10Nohmi Bosai's (TSE:6744) Upcoming Dividend Will Be Larger Than Last Year'sNohmi Bosai Ltd. ( TSE:6744 ) has announced that it will be increasing its dividend from last year's comparable payment...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: 5th December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (28% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 17% 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 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 01Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥188 (up from JP¥142 in FY 2024). Revenue: JP¥133.7b (up 13% from FY 2024). Net income: JP¥11.1b (up 29% from FY 2024). Profit margin: 8.3% (up from 7.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 20Nohmi Bosai Ltd. to Report Q1, 2026 Results on Aug 07, 2025Nohmi Bosai Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025Price Target Changed • Jun 07Price target increased by 11% to JP¥4,200Up from JP¥3,800, the current price target is provided by 1 analyst. New target price is 9.9% above last closing price of JP¥3,820. Stock is up 67% over the past year. The company is forecast to post earnings per share of JP¥207 for next year compared to JP¥188 last year.Reported Earnings • May 10Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥188 (up from JP¥142 in FY 2024). Revenue: JP¥133.7b (up 13% from FY 2024). Net income: JP¥11.1b (up 29% from FY 2024). Profit margin: 8.3% (up from 7.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 09Nohmi Bosai Ltd., Annual General Meeting, Jun 26, 2025Nohmi Bosai Ltd., Annual General Meeting, Jun 26, 2025.分析記事 • May 02Nohmi Bosai (TSE:6744) Could Be Struggling To Allocate CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Apr 15Investor Optimism Abounds Nohmi Bosai Ltd. (TSE:6744) But Growth Is LackingWith a price-to-earnings (or "P/E") ratio of 15.7x Nohmi Bosai Ltd. ( TSE:6744 ) may be sending bearish signals at the...Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.7%).お知らせ • Mar 19Nohmi Bosai Ltd. to Report Fiscal Year 2025 Results on May 09, 2025Nohmi Bosai Ltd. announced that they will report fiscal year 2025 results on May 09, 2025分析記事 • Feb 13Nohmi Bosai Ltd. (TSE:6744) Released Earnings Last Week And Analysts Lifted Their Price Target To JP¥3,800Nohmi Bosai Ltd. ( TSE:6744 ) last week reported its latest third-quarter results, which makes it a good time for...Reported Earnings • Feb 11Third quarter 2025 earnings released: EPS: JP¥49.80 (vs JP¥24.15 in 3Q 2024)Third quarter 2025 results: EPS: JP¥49.80 (up from JP¥24.15 in 3Q 2024). Revenue: JP¥34.0b (up 13% from 3Q 2024). Net income: JP¥2.93b (up 101% from 3Q 2024). Profit margin: 8.6% (up from 4.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 20Nohmi Bosai Ltd. to Report Q3, 2025 Results on Feb 10, 2025Nohmi Bosai Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025Declared Dividend • Dec 06First half dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (18% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 15% 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 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥36.77 (vs JP¥19.81 in 2Q 2024)Second quarter 2025 results: EPS: JP¥36.77 (up from JP¥19.81 in 2Q 2024). Revenue: JP¥30.5b (up 13% from 2Q 2024). Net income: JP¥2.17b (up 81% from 2Q 2024). Profit margin: 7.1% (up from 4.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (445% cash payout ratio). Share price has been volatile over the past 3 months (6.0% average weekly change).分析記事 • Oct 25Some Investors May Be Worried About Nohmi Bosai's (TSE:6744) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...分析記事 • Sep 24Nohmi Bosai (TSE:6744) Will Pay A Dividend Of ¥30.00Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will pay a dividend of ¥30.00 per share on the 5th of December...お知らせ • Sep 21Nohmi Bosai Ltd. to Report Q2, 2025 Results on Nov 07, 2024Nohmi Bosai Ltd. announced that they will report Q2, 2025 results on Nov 07, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,653, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 32% over the past three years.分析記事 • Sep 09What Nohmi Bosai Ltd.'s (TSE:6744) 27% Share Price Gain Is Not Telling YouNohmi Bosai Ltd. ( TSE:6744 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...分析記事 • Aug 19Nohmi Bosai (TSE:6744) Is Due To Pay A Dividend Of ¥30.00The board of Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will pay a dividend on the 5th of December, with...Reported Earnings • Aug 11First quarter 2025 earnings released: EPS: JP¥6.23 (vs JP¥0.033 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥6.23 (up from JP¥0.033 loss in 1Q 2024). Revenue: JP¥24.1b (up 11% from 1Q 2024). Net income: JP¥371.0m (up JP¥373.0m from 1Q 2024). Profit margin: 1.5% (up from 0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has remained flat.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,990, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 1.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥993 per share.分析記事 • Jul 25Nohmi Bosai (TSE:6744) Will Pay A Dividend Of ¥30.00Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will pay a dividend of ¥30.00 per share on the 5th of December...分析記事 • Jul 11Nohmi Bosai (TSE:6744) Is Due To Pay A Dividend Of ¥30.00Nohmi Bosai Ltd. ( TSE:6744 ) will pay a dividend of ¥30.00 on the 5th of December. This will take the annual payment...Declared Dividend • Jul 11Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (32% earnings payout ratio) but not covered by cash flows (457% cash payout ratio). The dividend has increased by an average of 15% 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 9.2% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 15Nohmi Bosai Ltd. to Report Q1, 2025 Results on Aug 08, 2024Nohmi Bosai Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024New Risk • May 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.2% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 4.2% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • May 11Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥142 (up from JP¥116 in FY 2023). Revenue: JP¥118.5b (up 12% from FY 2023). Net income: JP¥8.57b (up 22% from FY 2023). Profit margin: 7.2% (up from 6.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Electronic 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 5% per year, which means it is well ahead of earnings.お知らせ • May 11+ 1 more updateNohmi Bosai Ltd. (TSE:6744) announces an Equity Buyback for 1,500,000 shares, representing 2.48% for ¥4,000 million.Nohmi Bosai Ltd. (TSE:6744) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 2.48% of its share capital, for ¥4,000 million. The company will repurchase its shares with the aim of enhancing shareholder returns and improving capital efficiency. The program will expire on May 15, 2024. As of March 31, 2024, the company had 60,440,686 shares in issue (excluding treasury stock) and 392,085 shares in treasury.分析記事 • Apr 10Nohmi Bosai's (TSE:6744) Returns On Capital Not Reflecting Well On The BusinessThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Upcoming Dividend • Mar 21Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).分析記事 • Mar 15Nohmi Bosai (TSE:6744) Will Pay A Dividend Of ¥23.00The board of Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will pay a dividend of ¥23.00 per share on the 28th of...お知らせ • Mar 15Nohmi Bosai Ltd. to Report Fiscal Year 2024 Results on May 09, 2024Nohmi Bosai Ltd. announced that they will report fiscal year 2024 results on May 09, 2024Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: JP¥24.15 (vs JP¥29.71 in 3Q 2023)Third quarter 2024 results: EPS: JP¥24.15 (down from JP¥29.71 in 3Q 2023). Revenue: JP¥30.1b (up 12% from 3Q 2023). Net income: JP¥1.46b (down 19% from 3Q 2023). Profit margin: 4.8% (down from 6.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 2% per year.お知らせ • Dec 21Nohmi Bosai Ltd. to Report Q3, 2024 Results on Feb 07, 2024Nohmi Bosai Ltd. announced that they will report Q3, 2024 results on Feb 07, 2024Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥19.81 (vs JP¥12.00 in 2Q 2023)Second quarter 2024 results: EPS: JP¥19.81 (up from JP¥12.00 in 2Q 2023). Revenue: JP¥27.1b (up 15% from 2Q 2023). Net income: JP¥1.20b (up 65% from 2Q 2023). Profit margin: 4.4% (up from 3.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 9% per year.お知らせ • Sep 21Nohmi Bosai Ltd. to Report Q2, 2024 Results on Nov 08, 2023Nohmi Bosai Ltd. announced that they will report Q2, 2024 results on Nov 08, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥23.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).Reported Earnings • Aug 09First quarter 2024 earnings released: JP¥0.033 loss per share (vs JP¥5.27 loss in 1Q 2023)First quarter 2024 results: JP¥0.033 loss per share (improved from JP¥5.27 loss in 1Q 2023). Revenue: JP¥21.7b (up 6.7% from 1Q 2023). Net loss: JP¥2.00m (loss narrowed 99% from 1Q 2023). Profit margin: 0% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 6% per year.お知らせ • Jun 23Nohmi Bosai Ltd. to Report Q1, 2024 Results on Aug 08, 2023Nohmi Bosai Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023Reported Earnings • May 12Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥116 (down from JP¥155 in FY 2022). Revenue: JP¥105.5b (down 6.5% from FY 2022). Net income: JP¥7.02b (down 25% from FY 2022). Profit margin: 6.7% (down from 8.3% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) exceeded analyst estimates by 3.7%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% 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 10Nohmi Bosai Ltd., Annual General Meeting, Jun 27, 2023Nohmi Bosai Ltd., Annual General Meeting, Jun 27, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 16% and the cash payout ratio is 92%. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥29.71 (vs JP¥24.41 in 3Q 2022)Third quarter 2023 results: EPS: JP¥29.71 (up from JP¥24.41 in 3Q 2022). Revenue: JP¥26.9b (down 2.9% from 3Q 2022). Net income: JP¥1.79b (up 22% from 3Q 2022). Profit margin: 6.7% (up from 5.3% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 11% per year.お知らせ • Dec 18Nohmi Bosai Ltd. to Report Q3, 2023 Results on Feb 08, 2023Nohmi Bosai Ltd. announced that they will report Q3, 2023 results on Feb 08, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥12.00 (vs JP¥38.18 in 2Q 2022)Second quarter 2023 results: EPS: JP¥12.00 (down from JP¥38.18 in 2Q 2022). Revenue: JP¥23.6b (down 11% from 2Q 2022). Net income: JP¥724.0m (down 69% from 2Q 2022). Profit margin: 3.1% (down from 8.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year and the company’s share price has also fallen by 12% per year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: JP¥12.00 (vs JP¥38.18 in 2Q 2022)Second quarter 2023 results: EPS: JP¥12.00 (down from JP¥38.18 in 2Q 2022). Revenue: JP¥23.6b (down 11% from 2Q 2022). Net income: JP¥724.0m (down 69% from 2Q 2022). Profit margin: 3.1% (down from 8.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year and the company’s share price has also fallen by 12% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).お知らせ • Sep 18Nohmi Bosai Ltd. to Report Q2, 2023 Results on Nov 09, 2022Nohmi Bosai Ltd. announced that they will report Q2, 2023 results on Nov 09, 2022Reported Earnings • Aug 09First quarter 2023 earnings released: JP¥5.27 loss per share (vs JP¥17.76 profit in 1Q 2022)First quarter 2023 results: JP¥5.27 loss per share (down from JP¥17.76 profit in 1Q 2022). Revenue: JP¥20.3b (down 14% from 1Q 2022). Net loss: JP¥318.0m (down 130% from profit in 1Q 2022). Over the next year, revenue is forecast to grow 2.9%, compared to a 9.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 8% per year.お知らせ • Jun 23Nohmi Bosai Ltd. to Report Q1, 2023 Results on Aug 08, 2022Nohmi Bosai Ltd. announced that they will report Q1, 2023 results on Aug 08, 2022Major Estimate Revision • May 18Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥121.5b to JP¥111.0b. EPS estimate also fell from JP¥171 per share to JP¥119 per share. Net income forecast to shrink 24% next year vs 6.0% growth forecast for Electronic industry in Japan . Consensus price target down from JP¥2,500 to JP¥1,800. Share price fell 7.8% to JP¥1,709 over the past week.Reported Earnings • May 13Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥155 (up from JP¥126 in FY 2021). Revenue: JP¥112.9b (up 4.6% from FY 2021). Net income: JP¥9.35b (up 23% from FY 2021). Profit margin: 8.3% (up from 7.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) also missed analyst estimates by 4.6%. Over the next year, revenue is expected to shrink by 1.7% compared to a 8.4% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 6% per year.お知らせ • May 13Nohmi Bosai Ltd., Annual General Meeting, Jun 28, 2022Nohmi Bosai Ltd., Annual General Meeting, Jun 28, 2022.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 08Nohmi Bosai Ltd. to Report Fiscal Year 2022 Results on May 11, 2022Nohmi Bosai Ltd. announced that they will report fiscal year 2022 results on May 11, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥24.41 (up from JP¥23.43 in 3Q 2021). Revenue: JP¥27.7b (up 9.6% from 3Q 2021). Net income: JP¥1.47b (up 4.2% from 3Q 2021). Profit margin: 5.3% (down from 5.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 7.6%. Over the next year, revenue is forecast to grow 5.5%, compared to a 7.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 1% per year.Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥38.18 (vs JP¥30.23 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥26.4b (up 5.9% from 2Q 2021). Net income: JP¥2.30b (up 26% from 2Q 2021). Profit margin: 8.7% (up from 7.3% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.0%).Price Target Changed • Aug 19Price target decreased to JP¥2,500Down from JP¥2,750, the current price target is an average from 2 analysts. New target price is 22% above last closing price of JP¥2,041. Stock is down 1.4% over the past year.Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥17.76 (vs JP¥5.62 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥23.6b (up 13% from 1Q 2021). Net income: JP¥1.07b (up 216% from 1Q 2021). Profit margin: 4.5% (up from 1.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥126 (vs JP¥174 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥107.9b (down 8.0% from FY 2020). Net income: JP¥7.62b (down 28% from FY 2020). Profit margin: 7.1% (down from 9.0% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).株主還元6744JP ElectronicJP 市場7D3.3%-3.0%-3.1%1Y32.3%72.8%38.2%株主還元を見る業界別リターン: 6744過去 1 年間で72.8 % の収益を上げたJP Electronic業界を下回りました。リターン対市場: 6744は、過去 1 年間で38.2 % のリターンを上げたJP市場を下回りました。価格変動Is 6744's price volatile compared to industry and market?6744 volatility6744 Average Weekly Movement4.6%Electronic Industry Average Movement6.9%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: 6744 、 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: 6744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19162,875Masahiro Hasegawawww.nohmi.co.jp能美防災株式会社は、日本国内において各種防災システムの開発、販売、施工、メンテナンスを行っている。火災報知設備事業、消火設備事業、メンテナンスサービス事業、その他事業を行っている。火災報知設備事業では、一般家庭から大規模施設まで、自動火災報知設備、防火・排煙設備、環境監視設備など、各種火災報知設備・機器を提供している。消火システム事業」は、オフィスビル、商業施設、工場・プラント、道路トンネルなどの大規模構造物向けに、スプリンクラーシステム、泡消火システム、窒素ガス消火システムなどを提供している。メンテナンスサービス事業では、24時間体制のサポートサービスや修理サービスなど、防火設備に関する様々な保守点検サービスを提供している。また、駐車場走行車線制御システムの施工・管理、駐車場メンテナンスサービスも手掛けている。能美防災は1916年に設立され、東京に本社を置く。能美防災はセコム（株）の子会社である。もっと見るNohmi Bosai Ltd. 基礎のまとめNohmi Bosai の収益と売上を時価総額と比較するとどうか。6744 基礎統計学時価総額JP¥274.89b収益（TTM）JP¥13.65b売上高(TTM)JP¥139.66b20.1xPER（株価収益率2.0xP/Sレシオ6744 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6744 損益計算書（TTM）収益JP¥139.66b売上原価JP¥87.34b売上総利益JP¥52.32bその他の費用JP¥38.67b収益JP¥13.65b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）231.86グロス・マージン37.46%純利益率9.77%有利子負債／自己資本比率0%6744 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2.5%現在の配当利回り50%配当性向6744 配当は確実ですか？6744 配当履歴とベンチマークを見る6744 、いつまでに購入すれば配当金を受け取れますか？Nohmi Bosai 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53 days配当支払日までの日数38 days6744 配当は確実ですか？6744 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2026/05/21 18:12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Nohmi Bosai Ltd. 3 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。5 アナリスト機関Yusuke MiuraDaiwa Securities Co. Ltd.Yoko MizoguchiIchiyoshi Research Institute Inc.Hidekazu MiyaharaMarusan Securities Co. Ltd.2 その他のアナリストを表示
分析記事 • May 15Nohmi Bosai Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearInvestors in Nohmi Bosai Ltd. ( TSE:6744 ) had a good week, as its shares rose 7.1% to close at JP¥4,665 following the...
Reported Earnings • May 12Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥232 (up from JP¥188 in FY 2025). Revenue: JP¥139.7b (up 4.5% from FY 2025). Net income: JP¥13.6b (up 23% from FY 2025). Profit margin: 9.8% (up from 8.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Electronic 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 increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 11Nohmi Bosai Ltd., Annual General Meeting, Jun 26, 2026Nohmi Bosai Ltd., Annual General Meeting, Jun 26, 2026.
ライブニュース • May 11Nohmi Bosai Targets 50% Payout Ratio With Higher Dividend After Strong Fiscal 2026Nohmi Bosai reported higher sales, margins and profits for fiscal 2026, which also strengthened its balance sheet. The company raised its annual dividend and plans to maintain this higher level, while forecasting sales growth but a slight decline in profit for fiscal 2027. Management increased the year-end dividend to 66 yen per share, taking the annual payout to 116 yen, and is now aiming for a 50% payout ratio in line with its 2028 vision. The key takeaway is that Nohmi Bosai is tying its higher dividend and a 50% payout ratio target directly to its long-term plan, while still emphasizing financial stability to support future business expansion. Investors may wish to weigh the appeal of a higher, more stable dividend against the company's expectation for slightly softer profit in fiscal 2027 as it invests for future growth.
お知らせ • May 10Nohmi Bosai Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Nohmi Bosai Ltd. announced that they will report fiscal year 2026 results on May 11, 2026
Buy Or Sell Opportunity • Apr 17Now 21% undervaluedOver the last 90 days, the stock has risen 2.5% to JP¥4,135. The fair value is estimated to be JP¥5,216, 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 grown by 20%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.
分析記事 • May 15Nohmi Bosai Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearInvestors in Nohmi Bosai Ltd. ( TSE:6744 ) had a good week, as its shares rose 7.1% to close at JP¥4,665 following the...
Reported Earnings • May 12Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥232 (up from JP¥188 in FY 2025). Revenue: JP¥139.7b (up 4.5% from FY 2025). Net income: JP¥13.6b (up 23% from FY 2025). Profit margin: 9.8% (up from 8.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Electronic 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 increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 11Nohmi Bosai Ltd., Annual General Meeting, Jun 26, 2026Nohmi Bosai Ltd., Annual General Meeting, Jun 26, 2026.
ライブニュース • May 11Nohmi Bosai Targets 50% Payout Ratio With Higher Dividend After Strong Fiscal 2026Nohmi Bosai reported higher sales, margins and profits for fiscal 2026, which also strengthened its balance sheet. The company raised its annual dividend and plans to maintain this higher level, while forecasting sales growth but a slight decline in profit for fiscal 2027. Management increased the year-end dividend to 66 yen per share, taking the annual payout to 116 yen, and is now aiming for a 50% payout ratio in line with its 2028 vision. The key takeaway is that Nohmi Bosai is tying its higher dividend and a 50% payout ratio target directly to its long-term plan, while still emphasizing financial stability to support future business expansion. Investors may wish to weigh the appeal of a higher, more stable dividend against the company's expectation for slightly softer profit in fiscal 2027 as it invests for future growth.
お知らせ • May 10Nohmi Bosai Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Nohmi Bosai Ltd. announced that they will report fiscal year 2026 results on May 11, 2026
Buy Or Sell Opportunity • Apr 17Now 21% undervaluedOver the last 90 days, the stock has risen 2.5% to JP¥4,135. The fair value is estimated to be JP¥5,216, 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 grown by 20%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.
Buy Or Sell Opportunity • Mar 23Now 22% undervaluedOver the last 90 days, the stock has risen 5.6% to JP¥4,180. The fair value is estimated to be JP¥5,328, 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 grown by 20%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.
Price Target Changed • Mar 04Price target increased by 29% to JP¥5,300Up from JP¥4,100, the current price target is provided by 1 analyst. New target price is 20% above last closing price of JP¥4,410. Stock is up 37% over the past year. The company is forecast to post earnings per share of JP¥204 for next year compared to JP¥188 last year.
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥65.29 (vs JP¥49.80 in 3Q 2025)Third quarter 2026 results: EPS: JP¥65.29 (up from JP¥49.80 in 3Q 2025). Revenue: JP¥35.6b (up 4.7% from 3Q 2025). Net income: JP¥3.84b (up 31% from 3Q 2025). Profit margin: 11% (up from 8.6% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 16Slowing Rates Of Return At Nohmi Bosai (TSE:6744) Leave Little Room For ExcitementIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
分析記事 • Dec 21Nohmi Bosai (TSE:6744) Will Pay A Dividend Of ¥50.00Nohmi Bosai Ltd.'s ( TSE:6744 ) investors are due to receive a payment of ¥50.00 per share on 29th of June. This will...
お知らせ • Dec 17Nohmi Bosai Ltd. to Report Q3, 2026 Results on Feb 12, 2026Nohmi Bosai Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026
分析記事 • Dec 07Nohmi Bosai (TSE:6744) Is Due To Pay A Dividend Of ¥50.00Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will pay a dividend of ¥50.00 per share on the 29th of June. This...
Declared Dividend • Dec 06First half dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 17% 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 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 19Does This Valuation Of Nohmi Bosai Ltd. (TSE:6744) Imply Investors Are Overpaying?Key Insights The projected fair value for Nohmi Bosai is JP¥2,676 based on 2 Stage Free Cash Flow to Equity Nohmi Bosai...
Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: JP¥37.43 (vs JP¥36.77 in 2Q 2025)Second quarter 2026 results: EPS: JP¥37.43 (up from JP¥36.77 in 2Q 2025). Revenue: JP¥31.3b (up 2.9% from 2Q 2025). Net income: JP¥2.20b (up 1.6% from 2Q 2025). Profit margin: 7.0% (in line with 2Q 2025). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic 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 increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
分析記事 • Sep 19Nohmi Bosai's (TSE:6744) Upcoming Dividend Will Be Larger Than Last Year'sNohmi Bosai Ltd.'s ( TSE:6744 ) dividend will be increasing from last year's payment of the same period to ¥50.00 on...
お知らせ • Sep 19Nohmi Bosai Ltd. to Report Q2, 2026 Results on Nov 10, 2025Nohmi Bosai Ltd. announced that they will report Q2, 2026 results on Nov 10, 2025
分析記事 • Sep 04Nohmi Bosai (TSE:6744) Will Pay A Larger Dividend Than Last Year At ¥50.00Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will be increasing its dividend from last year's comparable payment...
お知らせ • Sep 03Nohmi Bosai Ltd. (TSE:6744) acquired Prime Value Co., Ltd.Nohmi Bosai Ltd. (TSE:6744) acquired Prime Value Co., Ltd. on September 1, 2025. For the period ending January 31, 2025, Prime Value Co., Ltd. reported total revenue of ¥26 million. Nohmi Bosai Ltd. (TSE:6744) completed the acquisition of Prime Value Co., Ltd. on September 1, 2025.
分析記事 • Aug 21Nohmi Bosai (TSE:6744) Will Pay A Larger Dividend Than Last Year At ¥50.00Nohmi Bosai Ltd. ( TSE:6744 ) will increase its dividend from last year's comparable payment on the 5th of December to...
Reported Earnings • Aug 08First quarter 2026 earnings released: JP¥1.72 loss per share (vs JP¥6.23 profit in 1Q 2025)First quarter 2026 results: JP¥1.72 loss per share (down from JP¥6.23 profit in 1Q 2025). Revenue: JP¥25.7b (up 6.7% from 1Q 2025). Net loss: JP¥101.0m (down 127% from profit in 1Q 2025). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 07Nohmi Bosai (TSE:6744) Has Announced That It Will Be Increasing Its Dividend To ¥50.00Nohmi Bosai Ltd. ( TSE:6744 ) will increase its dividend from last year's comparable payment on the 5th of December to...
お知らせ • Aug 06Nohmi Bosai Ltd. (TSE:6744) entered into a share transfer agreement to acquire Meisei Electric Co., Ltd. from IHI Corporation (TSE:7013).Nohmi Bosai Ltd. (TSE:6744) entered into a share transfer agreement to acquire Meisei Electric Co., Ltd. from IHI Corporation (TSE:7013) on August 6, 2025. As part of the acquisition, IHI Corporation would transfer 13,271,400 shares to Nohmi Bosai Ltd. For the period ending March 31, 2025, Meisei Electric Co., Ltd. reported total revenue of ¥7.99 billion and net income of ¥431 million and has 322 employees. As of March 31, 2025, Meisei Electric Co., Ltd. reported total assets of ¥12 billion and total common equity of ¥6.75 billion. The share transfer is scheduled to be executed on February 2, 2026.
分析記事 • Jul 24Nohmi Bosai (TSE:6744) Is Increasing Its Dividend To ¥50.00The board of Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will be paying its dividend of ¥50.00 on the 5th of...
分析記事 • Jul 10Nohmi Bosai's (TSE:6744) Upcoming Dividend Will Be Larger Than Last Year'sNohmi Bosai Ltd. ( TSE:6744 ) has announced that it will be increasing its dividend from last year's comparable payment...
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: 5th December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (28% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 17% 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 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 01Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥188 (up from JP¥142 in FY 2024). Revenue: JP¥133.7b (up 13% from FY 2024). Net income: JP¥11.1b (up 29% from FY 2024). Profit margin: 8.3% (up from 7.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 20Nohmi Bosai Ltd. to Report Q1, 2026 Results on Aug 07, 2025Nohmi Bosai Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025
Price Target Changed • Jun 07Price target increased by 11% to JP¥4,200Up from JP¥3,800, the current price target is provided by 1 analyst. New target price is 9.9% above last closing price of JP¥3,820. Stock is up 67% over the past year. The company is forecast to post earnings per share of JP¥207 for next year compared to JP¥188 last year.
Reported Earnings • May 10Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥188 (up from JP¥142 in FY 2024). Revenue: JP¥133.7b (up 13% from FY 2024). Net income: JP¥11.1b (up 29% from FY 2024). Profit margin: 8.3% (up from 7.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 09Nohmi Bosai Ltd., Annual General Meeting, Jun 26, 2025Nohmi Bosai Ltd., Annual General Meeting, Jun 26, 2025.
分析記事 • May 02Nohmi Bosai (TSE:6744) Could Be Struggling To Allocate CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Apr 15Investor Optimism Abounds Nohmi Bosai Ltd. (TSE:6744) But Growth Is LackingWith a price-to-earnings (or "P/E") ratio of 15.7x Nohmi Bosai Ltd. ( TSE:6744 ) may be sending bearish signals at the...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.7%).
お知らせ • Mar 19Nohmi Bosai Ltd. to Report Fiscal Year 2025 Results on May 09, 2025Nohmi Bosai Ltd. announced that they will report fiscal year 2025 results on May 09, 2025
分析記事 • Feb 13Nohmi Bosai Ltd. (TSE:6744) Released Earnings Last Week And Analysts Lifted Their Price Target To JP¥3,800Nohmi Bosai Ltd. ( TSE:6744 ) last week reported its latest third-quarter results, which makes it a good time for...
Reported Earnings • Feb 11Third quarter 2025 earnings released: EPS: JP¥49.80 (vs JP¥24.15 in 3Q 2024)Third quarter 2025 results: EPS: JP¥49.80 (up from JP¥24.15 in 3Q 2024). Revenue: JP¥34.0b (up 13% from 3Q 2024). Net income: JP¥2.93b (up 101% from 3Q 2024). Profit margin: 8.6% (up from 4.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 20Nohmi Bosai Ltd. to Report Q3, 2025 Results on Feb 10, 2025Nohmi Bosai Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025
Declared Dividend • Dec 06First half dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (18% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 15% 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 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥36.77 (vs JP¥19.81 in 2Q 2024)Second quarter 2025 results: EPS: JP¥36.77 (up from JP¥19.81 in 2Q 2024). Revenue: JP¥30.5b (up 13% from 2Q 2024). Net income: JP¥2.17b (up 81% from 2Q 2024). Profit margin: 7.1% (up from 4.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (445% cash payout ratio). Share price has been volatile over the past 3 months (6.0% average weekly change).
分析記事 • Oct 25Some Investors May Be Worried About Nohmi Bosai's (TSE:6744) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
分析記事 • Sep 24Nohmi Bosai (TSE:6744) Will Pay A Dividend Of ¥30.00Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will pay a dividend of ¥30.00 per share on the 5th of December...
お知らせ • Sep 21Nohmi Bosai Ltd. to Report Q2, 2025 Results on Nov 07, 2024Nohmi Bosai Ltd. announced that they will report Q2, 2025 results on Nov 07, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,653, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 32% over the past three years.
分析記事 • Sep 09What Nohmi Bosai Ltd.'s (TSE:6744) 27% Share Price Gain Is Not Telling YouNohmi Bosai Ltd. ( TSE:6744 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...
分析記事 • Aug 19Nohmi Bosai (TSE:6744) Is Due To Pay A Dividend Of ¥30.00The board of Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will pay a dividend on the 5th of December, with...
Reported Earnings • Aug 11First quarter 2025 earnings released: EPS: JP¥6.23 (vs JP¥0.033 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥6.23 (up from JP¥0.033 loss in 1Q 2024). Revenue: JP¥24.1b (up 11% from 1Q 2024). Net income: JP¥371.0m (up JP¥373.0m from 1Q 2024). Profit margin: 1.5% (up from 0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has remained flat.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,990, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 1.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥993 per share.
分析記事 • Jul 25Nohmi Bosai (TSE:6744) Will Pay A Dividend Of ¥30.00Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will pay a dividend of ¥30.00 per share on the 5th of December...
分析記事 • Jul 11Nohmi Bosai (TSE:6744) Is Due To Pay A Dividend Of ¥30.00Nohmi Bosai Ltd. ( TSE:6744 ) will pay a dividend of ¥30.00 on the 5th of December. This will take the annual payment...
Declared Dividend • Jul 11Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (32% earnings payout ratio) but not covered by cash flows (457% cash payout ratio). The dividend has increased by an average of 15% 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 9.2% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 15Nohmi Bosai Ltd. to Report Q1, 2025 Results on Aug 08, 2024Nohmi Bosai Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024
New Risk • May 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.2% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 4.2% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • May 11Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥142 (up from JP¥116 in FY 2023). Revenue: JP¥118.5b (up 12% from FY 2023). Net income: JP¥8.57b (up 22% from FY 2023). Profit margin: 7.2% (up from 6.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Electronic 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 5% per year, which means it is well ahead of earnings.
お知らせ • May 11+ 1 more updateNohmi Bosai Ltd. (TSE:6744) announces an Equity Buyback for 1,500,000 shares, representing 2.48% for ¥4,000 million.Nohmi Bosai Ltd. (TSE:6744) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 2.48% of its share capital, for ¥4,000 million. The company will repurchase its shares with the aim of enhancing shareholder returns and improving capital efficiency. The program will expire on May 15, 2024. As of March 31, 2024, the company had 60,440,686 shares in issue (excluding treasury stock) and 392,085 shares in treasury.
分析記事 • Apr 10Nohmi Bosai's (TSE:6744) Returns On Capital Not Reflecting Well On The BusinessThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).
分析記事 • Mar 15Nohmi Bosai (TSE:6744) Will Pay A Dividend Of ¥23.00The board of Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will pay a dividend of ¥23.00 per share on the 28th of...
お知らせ • Mar 15Nohmi Bosai Ltd. to Report Fiscal Year 2024 Results on May 09, 2024Nohmi Bosai Ltd. announced that they will report fiscal year 2024 results on May 09, 2024
Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: JP¥24.15 (vs JP¥29.71 in 3Q 2023)Third quarter 2024 results: EPS: JP¥24.15 (down from JP¥29.71 in 3Q 2023). Revenue: JP¥30.1b (up 12% from 3Q 2023). Net income: JP¥1.46b (down 19% from 3Q 2023). Profit margin: 4.8% (down from 6.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 2% per year.
お知らせ • Dec 21Nohmi Bosai Ltd. to Report Q3, 2024 Results on Feb 07, 2024Nohmi Bosai Ltd. announced that they will report Q3, 2024 results on Feb 07, 2024
Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥19.81 (vs JP¥12.00 in 2Q 2023)Second quarter 2024 results: EPS: JP¥19.81 (up from JP¥12.00 in 2Q 2023). Revenue: JP¥27.1b (up 15% from 2Q 2023). Net income: JP¥1.20b (up 65% from 2Q 2023). Profit margin: 4.4% (up from 3.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 9% per year.
お知らせ • Sep 21Nohmi Bosai Ltd. to Report Q2, 2024 Results on Nov 08, 2023Nohmi Bosai Ltd. announced that they will report Q2, 2024 results on Nov 08, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥23.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
Reported Earnings • Aug 09First quarter 2024 earnings released: JP¥0.033 loss per share (vs JP¥5.27 loss in 1Q 2023)First quarter 2024 results: JP¥0.033 loss per share (improved from JP¥5.27 loss in 1Q 2023). Revenue: JP¥21.7b (up 6.7% from 1Q 2023). Net loss: JP¥2.00m (loss narrowed 99% from 1Q 2023). Profit margin: 0% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 6% per year.
お知らせ • Jun 23Nohmi Bosai Ltd. to Report Q1, 2024 Results on Aug 08, 2023Nohmi Bosai Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023
Reported Earnings • May 12Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥116 (down from JP¥155 in FY 2022). Revenue: JP¥105.5b (down 6.5% from FY 2022). Net income: JP¥7.02b (down 25% from FY 2022). Profit margin: 6.7% (down from 8.3% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) exceeded analyst estimates by 3.7%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% 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 10Nohmi Bosai Ltd., Annual General Meeting, Jun 27, 2023Nohmi Bosai Ltd., Annual General Meeting, Jun 27, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 16% and the cash payout ratio is 92%. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥29.71 (vs JP¥24.41 in 3Q 2022)Third quarter 2023 results: EPS: JP¥29.71 (up from JP¥24.41 in 3Q 2022). Revenue: JP¥26.9b (down 2.9% from 3Q 2022). Net income: JP¥1.79b (up 22% from 3Q 2022). Profit margin: 6.7% (up from 5.3% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 11% per year.
お知らせ • Dec 18Nohmi Bosai Ltd. to Report Q3, 2023 Results on Feb 08, 2023Nohmi Bosai Ltd. announced that they will report Q3, 2023 results on Feb 08, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥12.00 (vs JP¥38.18 in 2Q 2022)Second quarter 2023 results: EPS: JP¥12.00 (down from JP¥38.18 in 2Q 2022). Revenue: JP¥23.6b (down 11% from 2Q 2022). Net income: JP¥724.0m (down 69% from 2Q 2022). Profit margin: 3.1% (down from 8.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year and the company’s share price has also fallen by 12% per year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: JP¥12.00 (vs JP¥38.18 in 2Q 2022)Second quarter 2023 results: EPS: JP¥12.00 (down from JP¥38.18 in 2Q 2022). Revenue: JP¥23.6b (down 11% from 2Q 2022). Net income: JP¥724.0m (down 69% from 2Q 2022). Profit margin: 3.1% (down from 8.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year and the company’s share price has also fallen by 12% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
お知らせ • Sep 18Nohmi Bosai Ltd. to Report Q2, 2023 Results on Nov 09, 2022Nohmi Bosai Ltd. announced that they will report Q2, 2023 results on Nov 09, 2022
Reported Earnings • Aug 09First quarter 2023 earnings released: JP¥5.27 loss per share (vs JP¥17.76 profit in 1Q 2022)First quarter 2023 results: JP¥5.27 loss per share (down from JP¥17.76 profit in 1Q 2022). Revenue: JP¥20.3b (down 14% from 1Q 2022). Net loss: JP¥318.0m (down 130% from profit in 1Q 2022). Over the next year, revenue is forecast to grow 2.9%, compared to a 9.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 8% per year.
お知らせ • Jun 23Nohmi Bosai Ltd. to Report Q1, 2023 Results on Aug 08, 2022Nohmi Bosai Ltd. announced that they will report Q1, 2023 results on Aug 08, 2022
Major Estimate Revision • May 18Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥121.5b to JP¥111.0b. EPS estimate also fell from JP¥171 per share to JP¥119 per share. Net income forecast to shrink 24% next year vs 6.0% growth forecast for Electronic industry in Japan . Consensus price target down from JP¥2,500 to JP¥1,800. Share price fell 7.8% to JP¥1,709 over the past week.
Reported Earnings • May 13Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥155 (up from JP¥126 in FY 2021). Revenue: JP¥112.9b (up 4.6% from FY 2021). Net income: JP¥9.35b (up 23% from FY 2021). Profit margin: 8.3% (up from 7.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) also missed analyst estimates by 4.6%. Over the next year, revenue is expected to shrink by 1.7% compared to a 8.4% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 6% per year.
お知らせ • May 13Nohmi Bosai Ltd., Annual General Meeting, Jun 28, 2022Nohmi Bosai Ltd., Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Nohmi Bosai Ltd. to Report Fiscal Year 2022 Results on May 11, 2022Nohmi Bosai Ltd. announced that they will report fiscal year 2022 results on May 11, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥24.41 (up from JP¥23.43 in 3Q 2021). Revenue: JP¥27.7b (up 9.6% from 3Q 2021). Net income: JP¥1.47b (up 4.2% from 3Q 2021). Profit margin: 5.3% (down from 5.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 7.6%. Over the next year, revenue is forecast to grow 5.5%, compared to a 7.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 1% per year.
Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥38.18 (vs JP¥30.23 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥26.4b (up 5.9% from 2Q 2021). Net income: JP¥2.30b (up 26% from 2Q 2021). Profit margin: 8.7% (up from 7.3% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.0%).
Price Target Changed • Aug 19Price target decreased to JP¥2,500Down from JP¥2,750, the current price target is an average from 2 analysts. New target price is 22% above last closing price of JP¥2,041. Stock is down 1.4% over the past year.
Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥17.76 (vs JP¥5.62 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥23.6b (up 13% from 1Q 2021). Net income: JP¥1.07b (up 216% from 1Q 2021). Profit margin: 4.5% (up from 1.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥126 (vs JP¥174 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥107.9b (down 8.0% from FY 2020). Net income: JP¥7.62b (down 28% from FY 2020). Profit margin: 7.1% (down from 9.0% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).
