TDK Corporation

TSE:6762 株式レポート

時価総額:JP¥5.7t

TDK 過去の業績

過去 基準チェック /56

TDKは、平均年間9.8%の収益成長を遂げていますが、 Electronic業界の収益は、年間 成長しています。収益は、平均年間9.6% 6.7%収益成長率で 成長しています。 TDKの自己資本利益率は10.3%であり、純利益率は8.7%です。

主要情報

9.76%

収益成長率

9.71%

EPS成長率

Electronic 業界の成長13.80%
収益成長率6.70%
株主資本利益率10.30%
ネット・マージン8.66%
前回の決算情報30 Jun 2026

最近の業績更新

Recent updates

ナラティブ更新 Aug 17

6762: Physical AI Sensor Partnership Will Shape Future Earnings Potential

Analysts have raised their TDK price target from ¥4,519.90 to ¥5,500, reflecting updated assumptions in their models for higher revenue growth, a lower profit margin and a higher future P/E multiple. What’s in the News for TDK TDK issued dividend guidance for the second quarter of the fiscal year ending March 31, 2027, with an expected dividend of ¥20.00 per share, compared with ¥16.00 per share a year earlier.
分析記事 Aug 04

TDK Corporation Just Beat EPS By 48%: Here's What Analysts Think Will Happen Next

TDK Corporation ( TSE:6762 ) just released its quarterly report and things are looking bullish. It was a solid earnings...
ナラティブ更新 Aug 03

6762: Legal Overhang And Physical AI Spending Will Limit Future Upside

Analysts have raised their TDK price target from ¥1,900 to about ¥2,233, citing updated assumptions for future P/E, profit margin and discount rate, as well as revised expectations for revenue growth. What’s in the News for TDK TDK and LG Innotek agreed on a partnership in physical AI solutions that combines TDK sensor technology with LG Innotek optical and module design capabilities to develop next generation vision and tactile sensing modules for robots.
ナラティブ更新 Jul 20

6762: Legal Overhang And Subsidiary Acquisition Will Support Dividend Policy

Analysts have increased their fair value estimate for TDK from ¥3,571.76 to ¥3,830.59. They cite updated assumptions that incorporate a slightly lower discount rate, marginally adjusted revenue growth, a modestly higher profit margin, and a higher future P/E multiple.
ナラティブ更新 Jul 06

6762: Legal Overhang From Antitrust Class Action Will Restrain Future Upside

Analysts have raised their price target on TDK from ¥1,721 to ¥1,900, reflecting updated assumptions around revenue growth, profit margins, a modestly lower discount rate, and a slightly reduced future P/E multiple. What's in the News for TDK TDK is referenced alongside Vishay Intertechnology in recent coverage of the automotive semiconductor sector, with TDK expanding its presence in automotive electronics and AI infrastructure related products.
ナラティブ更新 Jun 22

6762: Data Center Investments And Battery Partnership Will Support Dividend Policy

Analysts now estimate TDK's fair value at ¥3,571.76 per share, up from ¥2,644.12 previously, citing updated assumptions for revenue growth, profit margins, the discount rate, and a higher future P/E multiple. What’s in the News for TDK TDK Corporation agreed to acquire Fabric8Labs, a metal 3D printing company focused on Electrochemical Additive Manufacturing.
分析記事 Jun 17

TDK (TSE:6762) Stock Could Be 45% Overvalued After Its Aston Power AI Data Center Backing

TDK (TSE:6762) stock is back in focus after TDK Ventures backed Aston Power, a power delivery startup for AI and high performance computing data centers, highlighting TDK’s push into energy and AI infrastructure. See our latest analysis for TDK. Those AI and energy efforts are landing at a time when TDK’s ¥3,830 share price has been moving strongly, with a 30 day share price return of 28.63% and a 1 year total shareholder return of 151.51%. This suggests that momentum has been building over...
ナラティブ更新 Jun 05

6762: AI Power Delivery And Battery Collaboration Will Shape Future Earnings Potential

Analysts have raised their price target on TDK from ¥3,500 to about ¥4,520, citing updated assumptions that include revised fair value estimates, a different discount rate, and refreshed views on revenue growth, profit margins, and future P/E levels. What's in the News TDK Ventures invested in C2i Semiconductors as part of a US$16.7m Series A round, backing software defined voltage regulator platforms aimed at improving power conversion efficiency for next generation AI data center accelerators.
ナラティブ更新 May 21

6762: Higher Risk Profile And Cautious Outlook Will Limit Future Upside

Analysts have trimmed their TDK price target from about ¥1,786 to roughly ¥1,721. This reflects updated views on a slightly higher discount rate, a more cautious revenue growth outlook, a modestly stronger profit margin, and a lower assumed future P/E multiple.
ナラティブ更新 May 02

6762: APAC Expansion And Battery Collaboration Will Support Future Earnings Upside

Analysts have raised their price target on TDK from ¥3,300 to ¥3,500, citing updated assumptions that combine slightly adjusted revenue growth, profit margin, discount rate, and future P/E inputs. What's in the News TDK revised consolidated guidance for the fiscal year ending March 31, 2026, and now projects net sales of ¥2,470,000m, operating income of ¥265,000m, net income attributable to owners of parent of ¥190,000m, and basic EPS of ¥100.11.
分析記事 May 01

Here's What Analysts Are Forecasting For TDK Corporation (TSE:6762) After Its Annual Results

Investors in TDK Corporation ( TSE:6762 ) had a good week, as its shares rose 8.6% to close at JP¥2,891 following the...
ナラティブ更新 Apr 17

6762: New APAC Hub And Battery Collaboration Will Support Future Upside Potential

Analysts have kept their fair value estimate for TDK steady at ¥3,300. A slightly higher discount rate, a modest adjustment to revenue growth assumptions, and a small uplift in profit margin expectations underpin the unchanged price target.
ナラティブ更新 Apr 02

6762: Battery Partnership And APAC Expansion Will Support Dividend Policy

Analysts have raised their fair value estimate for TDK to ¥2,644 from ¥2,611, citing adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, as well as the stock's recent removal from a regional conviction list, as they reassess conviction level while maintaining coverage. Analyst Commentary Recent research activity around TDK reflects a more balanced stance, with the stock being removed from Goldman Sachs' APAC Conviction List while coverage and a specific fair value estimate are maintained.
ナラティブ更新 Mar 19

6762: New APAC Hub And Battery Businesses Will Support Future Upside Potential

Analysts now set a fair value price target of ¥3,300 for TDK, compared with the prior ¥3,200. This reflects modestly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E after TDK was removed from an APAC Conviction List.
ナラティブ更新 Mar 04

6762: Conviction List Exit Will Cap Upside Despite Revised Earnings Guidance

Analysts have slightly reduced their fair value price target for TDK from about ¥1,794.10 to roughly ¥1,786.27, citing updated views on revenue growth, profit margins and future P/E, along with TDK's recent removal from an APAC Conviction List. Analyst Commentary Recent Street research highlights a more cautious tone around TDK, with the company being removed from a major APAC Conviction List as part of a monthly review.
ナラティブ更新 Feb 18

6762: Conviction List Removal Will Limit Upside Despite Raised Earnings Guidance

Analysts have adjusted their valuation framework for TDK, with a revised price target of ¥1,794.10 that reflects slightly different assumptions on discount rate, revenue growth, profit margin and future P/E, alongside the recent removal of the stock from a regional conviction list by one major broker. Analyst Commentary Recent Street research around TDK highlights a more cautious tone, with some bearish analysts rethinking how much upside they are willing to ascribe to the shares.
分析記事 Feb 05

TDK (TSE:6762) Is Increasing Its Dividend To ¥18.00

TDK Corporation's ( TSE:6762 ) dividend will be increasing from last year's payment of the same period to ¥18.00 on...
分析記事 Feb 04

TDK Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

TDK Corporation ( TSE:6762 ) investors will be delighted, with the company turning in some strong numbers with its...
ナラティブ更新 Feb 04

6762: Removal From Conviction List Will Cap Near-Term Re-Rating Potential

Analysts have raised their fair value estimate for TDK to ¥1,794.10 from ¥1,690.54, citing updated assumptions on revenue growth, profit margins and future P/E multiples, even though the stock was recently removed from one firm’s APAC Conviction List. Analyst Commentary While the higher fair value estimate suggests some optimism on TDK’s long term potential, recent Street actions also flag areas where expectations have become more cautious.
ナラティブ更新 Jan 21

6762: Battery Partnership Will Support Dividend Policy And Strengthen Medium Term Outlook

Analysts have nudged their fair value estimate for TDK to ¥2,610.88 from ¥2,576.18, reflecting slightly higher revenue growth and margin assumptions even though the stock was recently removed from a regional conviction list. Analyst Commentary Bullish Takeaways Bullish analysts view the refreshed fair value estimate of ¥2,610.88 as consistent with modestly stronger revenue and margin assumptions, which supports their view that the current fundamentals can justify a slightly higher valuation anchor.
ナラティブ更新 Jan 07

6762: Raised Guidance And Battery Collaboration Will Support Future Upside Potential

Analysts have lifted their fair value estimate for TDK from ¥2,480 to ¥3,200, citing updated assumptions for revenue growth, profit margins and future P/E, even as the stock was recently removed from a conviction list. Analyst Commentary Even with the recent removal of TDK from a major APAC Conviction List, recent fair value work suggests that some research desks still see room for upside if the company delivers on updated revenue and margin assumptions.
分析記事 Jan 06

Returns On Capital Are Showing Encouraging Signs At TDK (TSE:6762)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
分析記事 Dec 21

Are TDK Corporation (TSE:6762) Investors Paying Above The Intrinsic Value?

Key Insights The projected fair value for TDK is JP¥1,816 based on 2 Stage Free Cash Flow to Equity Current share price...
ナラティブ更新 Dec 15

6762: Battery Partnership Will Drive Stronger Outlook And Supportive Dividend Policy

Analysts have raised their price target on TDK by approximately ¥50 to reflect slightly stronger expectations for revenue growth, modestly higher profit margins, and a richer forward earnings multiple. Together, these factors support a higher fair value estimate.
ナラティブ更新 Dec 01

6762: Board Decisions And Battery Collaboration Will Influence Outlook With Updated Guidance

Analysts have raised their price target for TDK from ¥2,437.06 to ¥2,523.24. This change is driven by modest improvements in revenue growth and profit margin projections.
ナラティブ更新 Nov 17

6762: Board Decisions And Battery Agreement Will Shape Outlook Amid New Guidance

Analysts have raised their price target for TDK from ¥2,419.41 to ¥2,437.06. They cite improved revenue growth forecasts and slightly higher profit margin expectations.
ナラティブ更新 Nov 02

6762: Lower Revenue Momentum And Lofty Multiples Will Undermine Medium-Term Returns

Narrative Update on TDK Analyst Price Target Analysts have raised their price target for TDK from ¥2,316 to ¥2,419, citing improved profit margins and valuation metrics, even as revenue growth expectations remain tempered. What's in the News TDK revised consolidated earnings guidance for the year ending March 31, 2026, increasing net sales and profits projections due to strong ICT sector performance and resilient demand for data centers (Key Developments).
分析記事 Oct 31

TDK Corporation's (TSE:6762) P/E Is Still On The Mark Following 26% Share Price Bounce

TDK Corporation ( TSE:6762 ) shares have continued their recent momentum with a 26% gain in the last month alone...
分析記事 Oct 20

We Think TDK (TSE:6762) Can Manage Its Debt With Ease

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブ更新 Oct 19

AI Investments And Operational Shifts Will Create New Opportunities

Analysts have raised their price target for TDK from ¥2,200 to ¥2,316.47, citing improved growth projections and profitability metrics. What's in the News TDK's Board of Directors will meet on September 25, 2025 to review and potentially approve a definitive agreement regarding the transfer of their new development business for automotive power supply to Astemo, Ltd through a company split (Key Developments).
ナラティブ更新 Oct 05

AI Investments And Operational Shifts Will Create New Opportunities

Analysts have raised their price target for TDK from ¥2,123.53 to ¥2,200.00. This change reflects slight adjustments in revenue growth estimates, profit margin expectations, and valuation multiples.
ナラティブ更新 Sep 20

AI Investments And Operational Shifts Will Create New Opportunities

TDK's consensus price target saw a marginal increase to ¥2124, primarily supported by a slight upward revision in revenue growth forecasts. Valuation Changes Summary of Valuation Changes for TDK The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥2094 to ¥2124.
ナラティブ更新 Sep 05

AI Investments And Operational Shifts Will Create New Opportunities

TDK's fair value estimate saw a marginal increase as the consensus price target edged up, primarily reflecting a slight rise in the future P/E ratio while the discount rate remained stable. Valuation Changes Summary of Valuation Changes for TDK The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥2055 to ¥2094.
分析記事 Sep 05

Returns At TDK (TSE:6762) Are On The Way Up

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
分析記事 Aug 20

TDK Corporation's (TSE:6762) Popularity With Investors Is Clear

TSE:6762 1 Year Share Price vs Fair Value Explore TDK's Fair Values from the Community and select yours When close to...

収支内訳

TDK の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

TSE:6762 収益、費用、利益 ( )JPY Millions
日付収益収益G+A経費研究開発費
30 Jun 262,710,072234,782576,9390
31 Mar 262,504,820195,663544,0330
31 Dec 252,392,828187,500522,0330
30 Sep 252,298,668172,857506,2320
30 Jun 252,221,750148,996498,0050
31 Mar 252,204,806167,161494,0290
31 Dec 242,155,459166,065478,4160
30 Sep 242,133,666176,209472,7310
30 Jun 242,119,286169,589464,0210
31 Mar 242,103,876124,687452,5200
31 Dec 232,090,81396,803434,8760
30 Sep 232,118,53581,424425,8510
30 Jun 232,173,71297,499430,6560
31 Mar 232,180,817114,187434,8030
31 Dec 222,217,234203,245438,0210
30 Sep 222,129,932202,355435,7950
30 Jun 221,992,570188,092414,5840
31 Mar 221,902,124131,298410,5680
31 Dec 211,786,066123,526385,1710
30 Sep 211,682,082105,630237,659127,046
30 Jun 211,589,67393,101337,6700
31 Mar 211,479,00879,340195,737127,046
31 Dec 201,387,17156,444199,351117,489
30 Sep 201,347,11955,067293,8850
30 Jun 201,335,61555,384188,079117,489
31 Mar 201,363,03757,780187,964117,489
31 Dec 191,371,72693,132168,435115,155
30 Sep 191,366,89586,067169,162115,155
30 Jun 191,375,55381,596175,144115,155
31 Mar 191,381,80682,205173,507115,155
31 Dec 181,379,79374,679183,808103,457
30 Sep 181,370,11673,850174,928103,457
30 Jun 181,325,28968,705160,917103,457
31 Mar 181,271,74763,463152,141103,457
31 Dec 171,239,001140,279125,9770
30 Sep 171,222,647143,114123,8810
30 Jun 171,189,014143,653116,2550
31 Mar 171,178,257145,099113,6490
31 Dec 161,166,86665,503147,79384,920
30 Sep 161,143,82266,033144,76784,920
30 Jun 161,151,46864,130146,25084,920
31 Mar 161,152,25564,828142,79884,920
31 Dec 151,169,25071,318156,42770,644
30 Sep 151,167,89962,769151,67970,644

質の高い収益: 6762は 高品質の収益 を持っています。

利益率の向上: 6762の現在の純利益率 (8.7%)は、昨年(6.7%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: 6762の収益は過去 5 年間で年間9.8%増加しました。

成長の加速: 6762の過去 1 年間の収益成長率 ( 57.6% ) は、5 年間の平均 ( 年間9.8%を上回っています。

収益対業界: 6762の過去 1 年間の収益成長率 ( 57.6% ) はElectronic業界25.7%を上回りました。


株主資本利益率

高いROE: 6762の 自己資本利益率 ( 10.3% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/08/20 17:07
終値2026/08/20 00:00
収益2026/06/30
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

TDK Corporation 17 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。29

アナリスト機関
George ChangAletheia Analyst Network Limited
Masaru KoshitaBarclays
Masashi KubotaBofA Global Research