View Future GrowthJapan Aviation Electronics Industry 過去の業績過去 基準チェック /16Japan Aviation Electronics Industryの収益は年間平均-12.5%の割合で減少していますが、 Electronic業界の収益は年間 増加しています。収益は年間9.7% 0.3%割合で 減少しています。 Japan Aviation Electronics Industryの自己資本利益率は4.5%であり、純利益率は2.8%です。主要情報-12.45%収益成長率-5.54%EPS成長率Electronic 業界の成長13.80%収益成長率-0.33%株主資本利益率4.54%ネット・マージン2.79%前回の決算情報30 Jun 2026最近の業績更新Reported Earnings • Jul 30First quarter 2027 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2027 results: EPS: JP¥4.94 (down from JP¥12.70 in 1Q 2026). Revenue: JP¥58.3b (up 13% from 1Q 2026). Net income: JP¥333.0m (down 61% from 1Q 2026). Profit margin: 0.6% (down from 1.7% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 67%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 9.1% 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 5% per year.お知らせ • Jun 23Japan Aviation Electronics Industry, Limited to Report Q1, 2027 Results on Jul 29, 2026Japan Aviation Electronics Industry, Limited announced that they will report Q1, 2027 results on Jul 29, 2026分析記事 • May 01Weak Statutory Earnings May Not Tell The Whole Story For Japan Aviation Electronics Industry (TSE:6807)A lackluster earnings announcement from Japan Aviation Electronics Industry, Limited ( TSE:6807 ) last week didn't sink...Reported Earnings • Apr 25Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥105 (down from JP¥172 in FY 2025). Revenue: JP¥227.9b (up 2.8% from FY 2025). Net income: JP¥7.07b (down 39% from FY 2025). Profit margin: 3.1% (down from 5.2% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Apr 21Japan Aviation Electronics Industry, Limited to Report Fiscal Year 2026 Results on Apr 24, 2026Japan Aviation Electronics Industry, Limited announced that they will report fiscal year 2026 results on Apr 24, 2026Reported Earnings • Jan 29Third quarter 2026 earnings: EPS misses analyst expectationsThird quarter 2026 results: EPS: JP¥21.26 (down from JP¥31.00 in 3Q 2025). Revenue: JP¥56.3b (up 6.3% from 3Q 2025). Net income: JP¥1.43b (down 31% from 3Q 2025). Profit margin: 2.5% (down from 3.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. 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 6% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.すべての更新を表示Recent updates分析記事 • Jul 31Japan Aviation Electronics Industry, Limited Just Missed Earnings - But Analysts Have Updated Their ModelsLast week, you might have seen that Japan Aviation Electronics Industry, Limited ( TSE:6807 ) released its...Reported Earnings • Jul 30First quarter 2027 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2027 results: EPS: JP¥4.94 (down from JP¥12.70 in 1Q 2026). Revenue: JP¥58.3b (up 13% from 1Q 2026). Net income: JP¥333.0m (down 61% from 1Q 2026). Profit margin: 0.6% (down from 1.7% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 67%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 9.1% 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 5% per year.Declared Dividend • Jul 25Final dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (57% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 57% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 23Japan Aviation Electronics Industry, Limited to Report Q1, 2027 Results on Jul 29, 2026Japan Aviation Electronics Industry, Limited announced that they will report Q1, 2027 results on Jul 29, 2026分析記事 • May 01Weak Statutory Earnings May Not Tell The Whole Story For Japan Aviation Electronics Industry (TSE:6807)A lackluster earnings announcement from Japan Aviation Electronics Industry, Limited ( TSE:6807 ) last week didn't sink...New Risk • Apr 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (3.1% net profit margin).Reported Earnings • Apr 25Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥105 (down from JP¥172 in FY 2025). Revenue: JP¥227.9b (up 2.8% from FY 2025). Net income: JP¥7.07b (down 39% from FY 2025). Profit margin: 3.1% (down from 5.2% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Apr 24Japan Aviation Electronics Industry, Limited, Annual General Meeting, Jun 24, 2026Japan Aviation Electronics Industry, Limited, Annual General Meeting, Jun 24, 2026.お知らせ • Apr 21Japan Aviation Electronics Industry, Limited to Report Fiscal Year 2026 Results on Apr 24, 2026Japan Aviation Electronics Industry, Limited announced that they will report fiscal year 2026 results on Apr 24, 2026Buy Or Sell Opportunity • Apr 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.6% to JP¥2,428. The fair value is estimated to be JP¥3,044, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has declined by 6.5%. Revenue is forecast to grow by 8.1% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 03 June 2026. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).分析記事 • Jan 30Earnings Miss: Japan Aviation Electronics Industry, Limited Missed EPS By 29% And Analysts Are Revising Their ForecastsLast week, you might have seen that Japan Aviation Electronics Industry, Limited ( TSE:6807 ) released its quarterly...Reported Earnings • Jan 29Third quarter 2026 earnings: EPS misses analyst expectationsThird quarter 2026 results: EPS: JP¥21.26 (down from JP¥31.00 in 3Q 2025). Revenue: JP¥56.3b (up 6.3% from 3Q 2025). Net income: JP¥1.43b (down 31% from 3Q 2025). Profit margin: 2.5% (down from 3.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. 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 6% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.分析記事 • Dec 26Japan Aviation Electronics Industry (TSE:6807) Will Pay A Dividend Of ¥30.00Japan Aviation Electronics Industry, Limited's ( TSE:6807 ) investors are due to receive a payment of ¥30.00 per share...お知らせ • Dec 26Japan Aviation Electronics Industry, Limited to Report Q3, 2026 Results on Jan 28, 2026Japan Aviation Electronics Industry, Limited announced that they will report Q3, 2026 results on Jan 28, 2026分析記事 • Dec 03Japan Aviation Electronics Industry (TSE:6807) Is Paying Out A Dividend Of ¥30.00The board of Japan Aviation Electronics Industry, Limited ( TSE:6807 ) has announced that it will pay a dividend of...Declared Dividend • Dec 03First half dividend of JP¥30.00 announcedDividend of JP¥30.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 3rd June 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 69% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Major Estimate Revision • Dec 02Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥158 to JP¥141 per share. Revenue forecast steady at JP¥225.3b. Net income forecast to grow 36% next year vs 11% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥2,628 to JP¥2,540. Share price was steady at JP¥2,436 over the past week.分析記事 • Nov 25Investors Appear Satisfied With Japan Aviation Electronics Industry, Limited's (TSE:6807) ProspectsWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider Japan...Valuation Update With 7 Day Price Move • Nov 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥2,299, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 7.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,330 per share.分析記事 • Nov 01Japan Aviation Electronics Industry, Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's been a mediocre week for Japan Aviation Electronics Industry, Limited ( TSE:6807 ) shareholders, with the stock...Reported Earnings • Oct 31Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: JP¥33.53 (down from JP¥51.88 in 2Q 2025). Revenue: JP¥58.8b (up 1.6% from 2Q 2025). Net income: JP¥2.26b (down 35% from 2Q 2025). Profit margin: 3.8% (down from 6.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 5.0% 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 8% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Buy Or Sell Opportunity • Oct 31Now 31% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.4% to JP¥2,307. The fair value is estimated to be JP¥3,364, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.9% over the last 3 years. Earnings per share has declined by 6.4%.分析記事 • Sep 25Japan Aviation Electronics Industry (TSE:6807) Will Pay A Dividend Of ¥30.00Japan Aviation Electronics Industry, Limited's ( TSE:6807 ) investors are due to receive a payment of ¥30.00 per share...お知らせ • Sep 25Japan Aviation Electronics Industry, Limited to Report Q2, 2026 Results on Oct 29, 2025Japan Aviation Electronics Industry, Limited announced that they will report Q2, 2026 results on Oct 29, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Board Change • Jul 29High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Managing Executive Officer & Director Noritaka Hiyama was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.分析記事 • Jul 26Japan Aviation Electronics Industry, Limited Just Missed EPS By 67%: Here's What Analysts Think Will Happen NextAs you might know, Japan Aviation Electronics Industry, Limited ( TSE:6807 ) last week released its latest quarterly...Reported Earnings • Jul 25First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: JP¥12.70 (down from JP¥46.56 in 1Q 2025). Revenue: JP¥51.6b (down 7.1% from 1Q 2025). Net income: JP¥856.0m (down 73% from 1Q 2025). Profit margin: 1.7% (down from 5.6% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) also missed analyst estimates by 67%. Revenue is forecast to grow 4.6% 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 fallen by 8% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.分析記事 • Jul 24Japan Aviation Electronics Industry (TSE:6807) Has Affirmed Its Dividend Of ¥30.00Japan Aviation Electronics Industry, Limited's ( TSE:6807 ) investors are due to receive a payment of ¥30.00 per share...分析記事 • Jul 10Japan Aviation Electronics Industry (TSE:6807) Is Paying Out A Dividend Of ¥30.00Japan Aviation Electronics Industry, Limited ( TSE:6807 ) will pay a dividend of ¥30.00 on the 3rd of December. Based...Declared Dividend • Jul 09Final dividend of JP¥30.00 announcedDividend of JP¥30.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jul 08Japan Aviation Electronics Industry (TSE:6807) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...お知らせ • Jun 27Japan Aviation Electronics Industry, Limited to Report Q1, 2026 Results on Jul 23, 2025Japan Aviation Electronics Industry, Limited announced that they will report Q1, 2026 results on Jul 23, 2025分析記事 • Jun 23Analyst Estimates: Here's What Brokers Think Of Japan Aviation Electronics Industry, Limited (TSE:6807) After Its Annual ReportInvestors in Japan Aviation Electronics Industry, Limited ( TSE:6807 ) had a good week, as its shares rose 4.1% to...Reported Earnings • Jun 21Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: JP¥172. Revenue: JP¥221.6b (down 1.8% from FY 2024). Net income: JP¥11.6b (down 5.3% from FY 2024). Profit margin: 5.2% (down from 5.4% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Japan.分析記事 • May 13Japan Aviation Electronics Industry, Limited (TSE:6807) Shares Could Be 39% Below Their Intrinsic Value EstimateKey Insights The projected fair value for Japan Aviation Electronics Industry is JP¥4,128 based on 2 Stage Free Cash...分析記事 • Apr 26Japan Aviation Electronics Industry, Limited (TSE:6807) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?Shareholders might have noticed that Japan Aviation Electronics Industry, Limited ( TSE:6807 ) filed its yearly result...Reported Earnings • Apr 24Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: JP¥172. Revenue: JP¥221.6b (down 1.8% from FY 2024). Net income: JP¥11.6b (down 5.3% from FY 2024). Profit margin: 5.2% (down from 5.4% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) were mostly in line with analyst estimates. 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.お知らせ • Apr 23Japan Aviation Electronics Industry, Limited, Annual General Meeting, Jun 19, 2025Japan Aviation Electronics Industry, Limited, Annual General Meeting, Jun 19, 2025.分析記事 • Apr 08Here's What To Make Of Japan Aviation Electronics Industry's (TSE:6807) Decelerating Rates Of ReturnIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥2,139, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Electronic industry in Japan. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,043 per share.お知らせ • Mar 22Japan Aviation Electronics Industry, Limited to Report Fiscal Year 2025 Results on Apr 23, 2025Japan Aviation Electronics Industry, Limited announced that they will report fiscal year 2025 results on Apr 23, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 03 June 2025. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).分析記事 • Feb 20With Japan Aviation Electronics Industry, Limited (TSE:6807) It Looks Like You'll Get What You Pay ForWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider Japan...分析記事 • Feb 01Japan Aviation Electronics Industry, Limited Just Missed EPS By 43%: Here's What Analysts Think Will Happen NextJapan Aviation Electronics Industry, Limited ( TSE:6807 ) just released its latest quarterly report and things are not...Reported Earnings • Jan 30Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: JP¥31.00 (down from JP¥44.59 in 3Q 2024). Revenue: JP¥53.0b (down 8.7% from 3Q 2024). Net income: JP¥2.09b (down 49% from 3Q 2024). Profit margin: 3.9% (down from 7.0% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) also missed analyst estimates by 43%. Revenue is forecast to grow 4.3% 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 fallen by 8% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.分析記事 • Jan 25Japan Aviation Electronics Industry, Limited's (TSE:6807) Intrinsic Value Is Potentially 48% Above Its Share PriceKey Insights The projected fair value for Japan Aviation Electronics Industry is JP¥4,247 based on 2 Stage Free Cash...分析記事 • Jan 09We Think Japan Aviation Electronics Industry (TSE:6807) Can Manage Its Debt With EaseLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Jan 03Japan Aviation Electronics Industry, Limited to Report Q3, 2025 Results on Jan 29, 2025Japan Aviation Electronics Industry, Limited announced that they will report Q3, 2025 results on Jan 29, 2025Declared Dividend • Dec 04First half dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 28th March 2025 Payment date: 3rd June 2025 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 16% 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.分析記事 • Oct 31We Think That There Are Some Issues For Japan Aviation Electronics Industry (TSE:6807) Beyond Its Promising EarningsFollowing the solid earnings report from Japan Aviation Electronics Industry, Limited ( TSE:6807 ), the market...分析記事 • Oct 25Japan Aviation Electronics Industry, Limited (TSE:6807) Just Released Its Interim Earnings: Here's What Analysts ThinkInvestors in Japan Aviation Electronics Industry, Limited ( TSE:6807 ) had a good week, as its shares rose 3.5% to...Reported Earnings • Oct 24Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: JP¥51.88. Revenue: JP¥57.9b (down 5.9% from 2Q 2024). Net income: JP¥3.50b (down 17% from 2Q 2024). Profit margin: 6.0% (down from 6.8% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.2%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan.分析記事 • Oct 09Japan Aviation Electronics Industry (TSE:6807) Is Reinvesting At Lower Rates Of ReturnDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...お知らせ • Sep 25Japan Aviation Electronics Industry, Limited to Report Q2, 2025 Results on Oct 23, 2024Japan Aviation Electronics Industry, Limited announced that they will report Q2, 2025 results on Oct 23, 2024分析記事 • Sep 24Japan Aviation Electronics Industry (TSE:6807) Is Due To Pay A Dividend Of ¥30.00Japan Aviation Electronics Industry, Limited ( TSE:6807 ) has announced that it will pay a dividend of ¥30.00 per share...お知らせ • Sep 23Japan Aviation Electronics Industry, Limited(TSE:6807) dropped from FTSE All-World Index (USD)Japan Aviation Electronics Industry, Limited(TSE:6807) dropped from FTSE All-World Index (USD)Upcoming Dividend • Sep 20Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).分析記事 • Sep 04Investors Still Aren't Entirely Convinced By Japan Aviation Electronics Industry, Limited's (TSE:6807) Earnings Despite 25% Price JumpJapan Aviation Electronics Industry, Limited ( TSE:6807 ) shareholders would be excited to see that the share price has...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥1,975, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 22% over the past three years.分析記事 • Jul 26Results: Japan Aviation Electronics Industry, Limited Exceeded Expectations And The Consensus Has Updated Its EstimatesShareholders might have noticed that Japan Aviation Electronics Industry, Limited ( TSE:6807 ) filed its first-quarter...Reported Earnings • Jul 26First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥46.56 (up from JP¥27.44 in 1Q 2024). Revenue: JP¥55.6b (up 7.4% from 1Q 2024). Net income: JP¥3.14b (up 25% from 1Q 2024). Profit margin: 5.6% (up from 4.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 4.0% 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 fallen by 1% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.分析記事 • Jul 25Japan Aviation Electronics Industry (TSE:6807) Is Due To Pay A Dividend Of ¥30.00Japan Aviation Electronics Industry, Limited ( TSE:6807 ) has announced that it will pay a dividend of ¥30.00 per share...分析記事 • Jul 11Japan Aviation Electronics Industry's (TSE:6807) Dividend Will Be ¥30.00The board of Japan Aviation Electronics Industry, Limited ( TSE:6807 ) has announced that it will pay a dividend on the...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: 4th December 2024 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 16% 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 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 23Japan Aviation Electronics Industry, Limited to Report Q1, 2025 Results on Jul 24, 2024Japan Aviation Electronics Industry, Limited announced that they will report Q1, 2025 results on Jul 24, 2024Reported Earnings • Jun 23Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥137 (down from JP¥161 in FY 2023). Revenue: JP¥225.8b (down 4.3% from FY 2023). Net income: JP¥12.2b (down 16% from FY 2023). Profit margin: 5.4% (down from 6.2% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 4.3% 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 7% per year whereas the company’s share price has increased by 10% per year.分析記事 • Jun 21Not Many Are Piling Into Japan Aviation Electronics Industry, Limited (TSE:6807) Just YetThere wouldn't be many who think Japan Aviation Electronics Industry, Limited's ( TSE:6807 ) price-to-earnings (or...分析記事 • May 01Japan Aviation Electronics Industry's (TSE:6807) Problems Go Beyond Weak ProfitJapan Aviation Electronics Industry, Limited's ( TSE:6807 ) stock showed strength, with investors undeterred by its...分析記事 • Apr 27Earnings Miss: Japan Aviation Electronics Industry, Limited Missed EPS By 11% And Analysts Are Revising Their ForecastsIt's been a good week for Japan Aviation Electronics Industry, Limited ( TSE:6807 ) shareholders, because the company...Reported Earnings • Apr 25Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥137 (down from JP¥161 in FY 2023). Revenue: JP¥225.8b (down 4.3% from FY 2023). Net income: JP¥12.2b (down 16% from FY 2023). Profit margin: 5.4% (down from 6.2% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 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 increased by 7% per year whereas the company’s share price has increased by 9% per year.お知らせ • Apr 24Japan Aviation Electronics Industry, Limited, Annual General Meeting, Jun 19, 2024Japan Aviation Electronics Industry, Limited, Annual General Meeting, Jun 19, 2024.Major Estimate Revision • Apr 12Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥135 to JP¥149. Revenue forecast unchanged at JP¥224.9b. Net income forecast to grow 1.2% next year vs 8.0% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥2,701 to JP¥2,606. Share price was steady at JP¥2,401 over the past week.分析記事 • Mar 25Japan Aviation Electronics Industry (TSE:6807) Has Announced A Dividend Of ¥25.00The board of Japan Aviation Electronics Industry, Limited ( TSE:6807 ) has announced that it will pay a dividend of...お知らせ • Mar 24Japan Aviation Electronics Industry, Limited to Report Fiscal Year 2024 Results on Apr 24, 2024Japan Aviation Electronics Industry, Limited announced that they will report fiscal year 2024 results on Apr 24, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).分析記事 • Feb 27Japan Aviation Electronics Industry (TSE:6807) Has Announced A Dividend Of ¥25.00Japan Aviation Electronics Industry, Limited's ( TSE:6807 ) investors are due to receive a payment of ¥25.00 per share...Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,850, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 75% over the past three years.Reported Earnings • Jan 30Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: JP¥44.59 (up from JP¥29.63 in 3Q 2023). Revenue: JP¥58.1b (down 5.7% from 3Q 2023). Net income: JP¥4.07b (up 51% from 3Q 2023). Profit margin: 7.0% (up from 4.4% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 22%. Revenue is forecast to grow 4.7% 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 increased by 16% per year and the company’s share price has also increased by 16% per year.お知らせ • Jan 30NEC Reportedly Plans to Cut Stake Japan Aviation Electronics IndustryJapan Aviation Electronics Industry, Limited (TSE:6807) shares slid in the wake of weak quarterly results and news that its parent company NEC Corporation (TSE:6701) plans to cut its stake in the electronics maker. Shares in Japan Aviation were recently 17% lower at JPY 2,526 after falling as much as 18% earlier Tuesday. Parent NEC Corp.'s shares were recently down 1.0%.Valuation Update With 7 Day Price Move • Jan 30Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥2,520, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 65% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,824 per share.お知らせ • Jan 29Japan Aviation Electronics Industry, Limited Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Japan Aviation Electronics Industry, Limited provided dividend guidance for the Fiscal year ending March 31, 2024. For the year, the company expects dividend of JPY 25.00 per share against JPY 25.00 per share a year ago.お知らせ • Dec 27Japan Aviation Electronics Industry, Limited to Report Q3, 2024 Results on Jan 29, 2024Japan Aviation Electronics Industry, Limited announced that they will report Q3, 2024 results on Jan 29, 2024Reported Earnings • Oct 29Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥46.19 (down from JP¥53.51 in 2Q 2023). Revenue: JP¥61.6b (down 6.4% from 2Q 2023). Net income: JP¥4.21b (down 14% from 2Q 2023). Profit margin: 6.8% (down from 7.4% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 6.5%. Revenue is forecast to grow 4.5% 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 25% per year whereas the company’s share price has increased by 24% per year.お知らせ • Oct 29+ 1 more updateJapan Aviation Electronics Industry, Limited Announces Dividend for the Second Quarter of Fiscal Year Ending March 31, 2024, Payable on December 4, 2023; Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Japan Aviation Electronics Industry, Limited announced dividend for the second quarter of Fiscal year ending March 31, 2024, payable on December 4, 2023 and provided dividend guidance for the Fiscal year ending March 31, 2024. For the quarter, company announced dividend of JPY 25.00 per share compared to JPY 25.00 per share a year ago. Scheduled date of commencing dividend payments: December 4, 2023. For the year-end, company expects dividend of JPY 25.00 per share compared to JPY 25.00 per share a year ago.お知らせ • Sep 27Japan Aviation Electronics Industry, Limited to Report Q2, 2024 Results on Oct 27, 2023Japan Aviation Electronics Industry, Limited announced that they will report Q2, 2024 results on Oct 27, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥25.00 per share at 1.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).New Risk • Jul 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.9% Last year net profit margin: 7.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.お知らせ • Jul 29+ 1 more updateJapan Aviation Electronics Industry, Limited Provides Dividend Guidance for the Second Quarter and Year End for the Fiscal Year Ending March 31, 2024Japan Aviation Electronics Industry, Limited provided dividend guidance for the second quarter and year end for the fiscal year ending March 31, 2024. The company expects to pay dividend of JPY 25.00 per share for the second quarter of fiscal year ending March 31, 2024 compared to JPY 25.00 per share paid a year ago. The company expects to pay year end dividend of JPY 25.00 per share for the year ending March 31, 2024 compared to JPY 25.00 per share paid a year ago.Reported Earnings • Jul 28First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: JP¥27.44 (down from JP¥64.32 in 1Q 2023). Revenue: JP¥51.7b (down 8.4% from 1Q 2023). Net income: JP¥2.50b (down 57% from 1Q 2023). Profit margin: 4.8% (down from 10% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.8%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 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 increased by 32% per year whereas the company’s share price has increased by 29% per year.Buying Opportunity • Jul 06Now 21% undervaluedOver the last 90 days, the stock is up 38%. The fair value is estimated to be JP¥3,876, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings is also forecast to grow by 7.8% per annum over the same time period.Price Target Changed • Jul 05Price target increased by 8.7% to JP¥2,490Up from JP¥2,290, the current price target is an average from 9 analysts. New target price is 20% below last closing price of JP¥3,115. Stock is up 56% over the past year. The company is forecast to post earnings per share of JP¥162 for next year compared to JP¥161 last year.Reported Earnings • Jun 25Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥161 (up from JP¥157 in FY 2022). Revenue: JP¥235.9b (up 4.8% from FY 2022). Net income: JP¥14.6b (up 2.2% from FY 2022). Profit margin: 6.2% (down from 6.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 3.4% 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 33% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 24Japan Aviation Electronics Industry, Limited to Report Q1, 2024 Results on Jul 27, 2023Japan Aviation Electronics Industry, Limited announced that they will report Q1, 2024 results on Jul 27, 2023収支内訳Japan Aviation Electronics Industry 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:6807 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 26234,5176,54628,147031 Mar 26227,8727,06926,815031 Dec 25221,9787,42127,013030 Sep 25218,6348,07725,876030 Jun 25217,6899,31226,269031 Mar 25221,64411,59225,820031 Dec 24220,88410,18826,105030 Sep 24225,94712,16525,344030 Jun 24229,60712,88125,811031 Mar 24225,78112,24524,739031 Dec 23223,45211,99224,262030 Sep 23226,94310,62524,192030 Jun 23231,14611,28624,180031 Mar 23235,86414,63923,990031 Dec 22239,09017,32524,293030 Sep 22235,26018,26523,971030 Jun 22228,98917,49723,453031 Mar 22225,07914,32523,295031 Dec 21227,08613,73522,647030 Sep 21224,56112,04421,827030 Jun 21218,9089,70020,694031 Mar 21209,7115,69219,948031 Dec 20203,3584,79119,959030 Sep 20204,4945,70920,478030 Jun 20206,2457,81021,358031 Mar 20208,10611,14121,831031 Dec 19200,88210,40521,492030 Sep 19204,96911,67521,568030 Jun 19211,17011,44721,914031 Mar 19222,14013,50822,041031 Dec 18240,11713,80122,890030 Sep 18247,38814,43322,785030 Jun 18250,68314,20722,291031 Mar 18253,94712,93622,014031 Dec 17251,66014,49721,918030 Sep 17244,16610,83421,421030 Jun 17232,2569,17721,169031 Mar 17209,5106,73620,820031 Dec 16186,7193,62620,257030 Sep 16172,2396,11520,526030 Jun 16167,5658,20320,897031 Mar 16179,49412,51521,411031 Dec 15193,35717,09121,761030 Sep 15199,35317,06421,7630質の高い収益: 6807は 高品質の収益 を持っています。利益率の向上: 6807の現在の純利益率 (2.8%)は、昨年(4.3%)よりも低くなっています。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: 6807の収益は過去 5 年間で年間12.5%減少しました。成長の加速: 6807は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 6807は過去 1 年間で収益成長率がマイナス ( -29.7% ) となったため、 Electronic業界平均 ( 25.3% ) と比較することが困難です。株主資本利益率高いROE: 6807の 自己資本利益率 ( 4.5% ) 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7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health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2026/08/15 20:41終値2026/08/14 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や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Japan Aviation Electronics Industry, Limited 8 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。19 アナリスト機関Kazunori ItoBarclaysMasashi KubotaBofA Global ResearchTsubasa SasakiCitigroup Inc16 その他のアナリストを表示
Reported Earnings • Jul 30First quarter 2027 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2027 results: EPS: JP¥4.94 (down from JP¥12.70 in 1Q 2026). Revenue: JP¥58.3b (up 13% from 1Q 2026). Net income: JP¥333.0m (down 61% from 1Q 2026). Profit margin: 0.6% (down from 1.7% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 67%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 9.1% 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 5% per year.
お知らせ • Jun 23Japan Aviation Electronics Industry, Limited to Report Q1, 2027 Results on Jul 29, 2026Japan Aviation Electronics Industry, Limited announced that they will report Q1, 2027 results on Jul 29, 2026
分析記事 • May 01Weak Statutory Earnings May Not Tell The Whole Story For Japan Aviation Electronics Industry (TSE:6807)A lackluster earnings announcement from Japan Aviation Electronics Industry, Limited ( TSE:6807 ) last week didn't sink...
Reported Earnings • Apr 25Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥105 (down from JP¥172 in FY 2025). Revenue: JP¥227.9b (up 2.8% from FY 2025). Net income: JP¥7.07b (down 39% from FY 2025). Profit margin: 3.1% (down from 5.2% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Apr 21Japan Aviation Electronics Industry, Limited to Report Fiscal Year 2026 Results on Apr 24, 2026Japan Aviation Electronics Industry, Limited announced that they will report fiscal year 2026 results on Apr 24, 2026
Reported Earnings • Jan 29Third quarter 2026 earnings: EPS misses analyst expectationsThird quarter 2026 results: EPS: JP¥21.26 (down from JP¥31.00 in 3Q 2025). Revenue: JP¥56.3b (up 6.3% from 3Q 2025). Net income: JP¥1.43b (down 31% from 3Q 2025). Profit margin: 2.5% (down from 3.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. 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 6% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
分析記事 • Jul 31Japan Aviation Electronics Industry, Limited Just Missed Earnings - But Analysts Have Updated Their ModelsLast week, you might have seen that Japan Aviation Electronics Industry, Limited ( TSE:6807 ) released its...
Reported Earnings • Jul 30First quarter 2027 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2027 results: EPS: JP¥4.94 (down from JP¥12.70 in 1Q 2026). Revenue: JP¥58.3b (up 13% from 1Q 2026). Net income: JP¥333.0m (down 61% from 1Q 2026). Profit margin: 0.6% (down from 1.7% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 67%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 9.1% 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 5% per year.
Declared Dividend • Jul 25Final dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (57% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 57% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 23Japan Aviation Electronics Industry, Limited to Report Q1, 2027 Results on Jul 29, 2026Japan Aviation Electronics Industry, Limited announced that they will report Q1, 2027 results on Jul 29, 2026
分析記事 • May 01Weak Statutory Earnings May Not Tell The Whole Story For Japan Aviation Electronics Industry (TSE:6807)A lackluster earnings announcement from Japan Aviation Electronics Industry, Limited ( TSE:6807 ) last week didn't sink...
New Risk • Apr 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (3.1% net profit margin).
Reported Earnings • Apr 25Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥105 (down from JP¥172 in FY 2025). Revenue: JP¥227.9b (up 2.8% from FY 2025). Net income: JP¥7.07b (down 39% from FY 2025). Profit margin: 3.1% (down from 5.2% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Apr 24Japan Aviation Electronics Industry, Limited, Annual General Meeting, Jun 24, 2026Japan Aviation Electronics Industry, Limited, Annual General Meeting, Jun 24, 2026.
お知らせ • Apr 21Japan Aviation Electronics Industry, Limited to Report Fiscal Year 2026 Results on Apr 24, 2026Japan Aviation Electronics Industry, Limited announced that they will report fiscal year 2026 results on Apr 24, 2026
Buy Or Sell Opportunity • Apr 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.6% to JP¥2,428. The fair value is estimated to be JP¥3,044, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has declined by 6.5%. Revenue is forecast to grow by 8.1% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 03 June 2026. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
分析記事 • Jan 30Earnings Miss: Japan Aviation Electronics Industry, Limited Missed EPS By 29% And Analysts Are Revising Their ForecastsLast week, you might have seen that Japan Aviation Electronics Industry, Limited ( TSE:6807 ) released its quarterly...
Reported Earnings • Jan 29Third quarter 2026 earnings: EPS misses analyst expectationsThird quarter 2026 results: EPS: JP¥21.26 (down from JP¥31.00 in 3Q 2025). Revenue: JP¥56.3b (up 6.3% from 3Q 2025). Net income: JP¥1.43b (down 31% from 3Q 2025). Profit margin: 2.5% (down from 3.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. 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 6% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
分析記事 • Dec 26Japan Aviation Electronics Industry (TSE:6807) Will Pay A Dividend Of ¥30.00Japan Aviation Electronics Industry, Limited's ( TSE:6807 ) investors are due to receive a payment of ¥30.00 per share...
お知らせ • Dec 26Japan Aviation Electronics Industry, Limited to Report Q3, 2026 Results on Jan 28, 2026Japan Aviation Electronics Industry, Limited announced that they will report Q3, 2026 results on Jan 28, 2026
分析記事 • Dec 03Japan Aviation Electronics Industry (TSE:6807) Is Paying Out A Dividend Of ¥30.00The board of Japan Aviation Electronics Industry, Limited ( TSE:6807 ) has announced that it will pay a dividend of...
Declared Dividend • Dec 03First half dividend of JP¥30.00 announcedDividend of JP¥30.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 3rd June 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 69% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Major Estimate Revision • Dec 02Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥158 to JP¥141 per share. Revenue forecast steady at JP¥225.3b. Net income forecast to grow 36% next year vs 11% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥2,628 to JP¥2,540. Share price was steady at JP¥2,436 over the past week.
分析記事 • Nov 25Investors Appear Satisfied With Japan Aviation Electronics Industry, Limited's (TSE:6807) ProspectsWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider Japan...
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥2,299, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 7.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,330 per share.
分析記事 • Nov 01Japan Aviation Electronics Industry, Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's been a mediocre week for Japan Aviation Electronics Industry, Limited ( TSE:6807 ) shareholders, with the stock...
Reported Earnings • Oct 31Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: JP¥33.53 (down from JP¥51.88 in 2Q 2025). Revenue: JP¥58.8b (up 1.6% from 2Q 2025). Net income: JP¥2.26b (down 35% from 2Q 2025). Profit margin: 3.8% (down from 6.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 5.0% 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 8% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Oct 31Now 31% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.4% to JP¥2,307. The fair value is estimated to be JP¥3,364, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.9% over the last 3 years. Earnings per share has declined by 6.4%.
分析記事 • Sep 25Japan Aviation Electronics Industry (TSE:6807) Will Pay A Dividend Of ¥30.00Japan Aviation Electronics Industry, Limited's ( TSE:6807 ) investors are due to receive a payment of ¥30.00 per share...
お知らせ • Sep 25Japan Aviation Electronics Industry, Limited to Report Q2, 2026 Results on Oct 29, 2025Japan Aviation Electronics Industry, Limited announced that they will report Q2, 2026 results on Oct 29, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Board Change • Jul 29High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Managing Executive Officer & Director Noritaka Hiyama was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Jul 26Japan Aviation Electronics Industry, Limited Just Missed EPS By 67%: Here's What Analysts Think Will Happen NextAs you might know, Japan Aviation Electronics Industry, Limited ( TSE:6807 ) last week released its latest quarterly...
Reported Earnings • Jul 25First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: JP¥12.70 (down from JP¥46.56 in 1Q 2025). Revenue: JP¥51.6b (down 7.1% from 1Q 2025). Net income: JP¥856.0m (down 73% from 1Q 2025). Profit margin: 1.7% (down from 5.6% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) also missed analyst estimates by 67%. Revenue is forecast to grow 4.6% 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 fallen by 8% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
分析記事 • Jul 24Japan Aviation Electronics Industry (TSE:6807) Has Affirmed Its Dividend Of ¥30.00Japan Aviation Electronics Industry, Limited's ( TSE:6807 ) investors are due to receive a payment of ¥30.00 per share...
分析記事 • Jul 10Japan Aviation Electronics Industry (TSE:6807) Is Paying Out A Dividend Of ¥30.00Japan Aviation Electronics Industry, Limited ( TSE:6807 ) will pay a dividend of ¥30.00 on the 3rd of December. Based...
Declared Dividend • Jul 09Final dividend of JP¥30.00 announcedDividend of JP¥30.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jul 08Japan Aviation Electronics Industry (TSE:6807) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
お知らせ • Jun 27Japan Aviation Electronics Industry, Limited to Report Q1, 2026 Results on Jul 23, 2025Japan Aviation Electronics Industry, Limited announced that they will report Q1, 2026 results on Jul 23, 2025
分析記事 • Jun 23Analyst Estimates: Here's What Brokers Think Of Japan Aviation Electronics Industry, Limited (TSE:6807) After Its Annual ReportInvestors in Japan Aviation Electronics Industry, Limited ( TSE:6807 ) had a good week, as its shares rose 4.1% to...
Reported Earnings • Jun 21Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: JP¥172. Revenue: JP¥221.6b (down 1.8% from FY 2024). Net income: JP¥11.6b (down 5.3% from FY 2024). Profit margin: 5.2% (down from 5.4% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Japan.
分析記事 • May 13Japan Aviation Electronics Industry, Limited (TSE:6807) Shares Could Be 39% Below Their Intrinsic Value EstimateKey Insights The projected fair value for Japan Aviation Electronics Industry is JP¥4,128 based on 2 Stage Free Cash...
分析記事 • Apr 26Japan Aviation Electronics Industry, Limited (TSE:6807) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?Shareholders might have noticed that Japan Aviation Electronics Industry, Limited ( TSE:6807 ) filed its yearly result...
Reported Earnings • Apr 24Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: JP¥172. Revenue: JP¥221.6b (down 1.8% from FY 2024). Net income: JP¥11.6b (down 5.3% from FY 2024). Profit margin: 5.2% (down from 5.4% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) were mostly in line with analyst estimates. 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.
お知らせ • Apr 23Japan Aviation Electronics Industry, Limited, Annual General Meeting, Jun 19, 2025Japan Aviation Electronics Industry, Limited, Annual General Meeting, Jun 19, 2025.
分析記事 • Apr 08Here's What To Make Of Japan Aviation Electronics Industry's (TSE:6807) Decelerating Rates Of ReturnIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥2,139, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Electronic industry in Japan. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,043 per share.
お知らせ • Mar 22Japan Aviation Electronics Industry, Limited to Report Fiscal Year 2025 Results on Apr 23, 2025Japan Aviation Electronics Industry, Limited announced that they will report fiscal year 2025 results on Apr 23, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 03 June 2025. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
分析記事 • Feb 20With Japan Aviation Electronics Industry, Limited (TSE:6807) It Looks Like You'll Get What You Pay ForWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider Japan...
分析記事 • Feb 01Japan Aviation Electronics Industry, Limited Just Missed EPS By 43%: Here's What Analysts Think Will Happen NextJapan Aviation Electronics Industry, Limited ( TSE:6807 ) just released its latest quarterly report and things are not...
Reported Earnings • Jan 30Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: JP¥31.00 (down from JP¥44.59 in 3Q 2024). Revenue: JP¥53.0b (down 8.7% from 3Q 2024). Net income: JP¥2.09b (down 49% from 3Q 2024). Profit margin: 3.9% (down from 7.0% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) also missed analyst estimates by 43%. Revenue is forecast to grow 4.3% 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 fallen by 8% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
分析記事 • Jan 25Japan Aviation Electronics Industry, Limited's (TSE:6807) Intrinsic Value Is Potentially 48% Above Its Share PriceKey Insights The projected fair value for Japan Aviation Electronics Industry is JP¥4,247 based on 2 Stage Free Cash...
分析記事 • Jan 09We Think Japan Aviation Electronics Industry (TSE:6807) Can Manage Its Debt With EaseLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Jan 03Japan Aviation Electronics Industry, Limited to Report Q3, 2025 Results on Jan 29, 2025Japan Aviation Electronics Industry, Limited announced that they will report Q3, 2025 results on Jan 29, 2025
Declared Dividend • Dec 04First half dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 28th March 2025 Payment date: 3rd June 2025 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 16% 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.
分析記事 • Oct 31We Think That There Are Some Issues For Japan Aviation Electronics Industry (TSE:6807) Beyond Its Promising EarningsFollowing the solid earnings report from Japan Aviation Electronics Industry, Limited ( TSE:6807 ), the market...
分析記事 • Oct 25Japan Aviation Electronics Industry, Limited (TSE:6807) Just Released Its Interim Earnings: Here's What Analysts ThinkInvestors in Japan Aviation Electronics Industry, Limited ( TSE:6807 ) had a good week, as its shares rose 3.5% to...
Reported Earnings • Oct 24Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: JP¥51.88. Revenue: JP¥57.9b (down 5.9% from 2Q 2024). Net income: JP¥3.50b (down 17% from 2Q 2024). Profit margin: 6.0% (down from 6.8% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.2%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan.
分析記事 • Oct 09Japan Aviation Electronics Industry (TSE:6807) Is Reinvesting At Lower Rates Of ReturnDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
お知らせ • Sep 25Japan Aviation Electronics Industry, Limited to Report Q2, 2025 Results on Oct 23, 2024Japan Aviation Electronics Industry, Limited announced that they will report Q2, 2025 results on Oct 23, 2024
分析記事 • Sep 24Japan Aviation Electronics Industry (TSE:6807) Is Due To Pay A Dividend Of ¥30.00Japan Aviation Electronics Industry, Limited ( TSE:6807 ) has announced that it will pay a dividend of ¥30.00 per share...
お知らせ • Sep 23Japan Aviation Electronics Industry, Limited(TSE:6807) dropped from FTSE All-World Index (USD)Japan Aviation Electronics Industry, Limited(TSE:6807) dropped from FTSE All-World Index (USD)
Upcoming Dividend • Sep 20Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).
分析記事 • Sep 04Investors Still Aren't Entirely Convinced By Japan Aviation Electronics Industry, Limited's (TSE:6807) Earnings Despite 25% Price JumpJapan Aviation Electronics Industry, Limited ( TSE:6807 ) shareholders would be excited to see that the share price has...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥1,975, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 22% over the past three years.
分析記事 • Jul 26Results: Japan Aviation Electronics Industry, Limited Exceeded Expectations And The Consensus Has Updated Its EstimatesShareholders might have noticed that Japan Aviation Electronics Industry, Limited ( TSE:6807 ) filed its first-quarter...
Reported Earnings • Jul 26First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥46.56 (up from JP¥27.44 in 1Q 2024). Revenue: JP¥55.6b (up 7.4% from 1Q 2024). Net income: JP¥3.14b (up 25% from 1Q 2024). Profit margin: 5.6% (up from 4.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 4.0% 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 fallen by 1% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
分析記事 • Jul 25Japan Aviation Electronics Industry (TSE:6807) Is Due To Pay A Dividend Of ¥30.00Japan Aviation Electronics Industry, Limited ( TSE:6807 ) has announced that it will pay a dividend of ¥30.00 per share...
分析記事 • Jul 11Japan Aviation Electronics Industry's (TSE:6807) Dividend Will Be ¥30.00The board of Japan Aviation Electronics Industry, Limited ( TSE:6807 ) has announced that it will pay a dividend on the...
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: 4th December 2024 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 16% 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 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 23Japan Aviation Electronics Industry, Limited to Report Q1, 2025 Results on Jul 24, 2024Japan Aviation Electronics Industry, Limited announced that they will report Q1, 2025 results on Jul 24, 2024
Reported Earnings • Jun 23Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥137 (down from JP¥161 in FY 2023). Revenue: JP¥225.8b (down 4.3% from FY 2023). Net income: JP¥12.2b (down 16% from FY 2023). Profit margin: 5.4% (down from 6.2% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 4.3% 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 7% per year whereas the company’s share price has increased by 10% per year.
分析記事 • Jun 21Not Many Are Piling Into Japan Aviation Electronics Industry, Limited (TSE:6807) Just YetThere wouldn't be many who think Japan Aviation Electronics Industry, Limited's ( TSE:6807 ) price-to-earnings (or...
分析記事 • May 01Japan Aviation Electronics Industry's (TSE:6807) Problems Go Beyond Weak ProfitJapan Aviation Electronics Industry, Limited's ( TSE:6807 ) stock showed strength, with investors undeterred by its...
分析記事 • Apr 27Earnings Miss: Japan Aviation Electronics Industry, Limited Missed EPS By 11% And Analysts Are Revising Their ForecastsIt's been a good week for Japan Aviation Electronics Industry, Limited ( TSE:6807 ) shareholders, because the company...
Reported Earnings • Apr 25Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥137 (down from JP¥161 in FY 2023). Revenue: JP¥225.8b (down 4.3% from FY 2023). Net income: JP¥12.2b (down 16% from FY 2023). Profit margin: 5.4% (down from 6.2% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 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 increased by 7% per year whereas the company’s share price has increased by 9% per year.
お知らせ • Apr 24Japan Aviation Electronics Industry, Limited, Annual General Meeting, Jun 19, 2024Japan Aviation Electronics Industry, Limited, Annual General Meeting, Jun 19, 2024.
Major Estimate Revision • Apr 12Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥135 to JP¥149. Revenue forecast unchanged at JP¥224.9b. Net income forecast to grow 1.2% next year vs 8.0% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥2,701 to JP¥2,606. Share price was steady at JP¥2,401 over the past week.
分析記事 • Mar 25Japan Aviation Electronics Industry (TSE:6807) Has Announced A Dividend Of ¥25.00The board of Japan Aviation Electronics Industry, Limited ( TSE:6807 ) has announced that it will pay a dividend of...
お知らせ • Mar 24Japan Aviation Electronics Industry, Limited to Report Fiscal Year 2024 Results on Apr 24, 2024Japan Aviation Electronics Industry, Limited announced that they will report fiscal year 2024 results on Apr 24, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).
分析記事 • Feb 27Japan Aviation Electronics Industry (TSE:6807) Has Announced A Dividend Of ¥25.00Japan Aviation Electronics Industry, Limited's ( TSE:6807 ) investors are due to receive a payment of ¥25.00 per share...
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,850, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 75% over the past three years.
Reported Earnings • Jan 30Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: JP¥44.59 (up from JP¥29.63 in 3Q 2023). Revenue: JP¥58.1b (down 5.7% from 3Q 2023). Net income: JP¥4.07b (up 51% from 3Q 2023). Profit margin: 7.0% (up from 4.4% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 22%. Revenue is forecast to grow 4.7% 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 increased by 16% per year and the company’s share price has also increased by 16% per year.
お知らせ • Jan 30NEC Reportedly Plans to Cut Stake Japan Aviation Electronics IndustryJapan Aviation Electronics Industry, Limited (TSE:6807) shares slid in the wake of weak quarterly results and news that its parent company NEC Corporation (TSE:6701) plans to cut its stake in the electronics maker. Shares in Japan Aviation were recently 17% lower at JPY 2,526 after falling as much as 18% earlier Tuesday. Parent NEC Corp.'s shares were recently down 1.0%.
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥2,520, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 65% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,824 per share.
お知らせ • Jan 29Japan Aviation Electronics Industry, Limited Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Japan Aviation Electronics Industry, Limited provided dividend guidance for the Fiscal year ending March 31, 2024. For the year, the company expects dividend of JPY 25.00 per share against JPY 25.00 per share a year ago.
お知らせ • Dec 27Japan Aviation Electronics Industry, Limited to Report Q3, 2024 Results on Jan 29, 2024Japan Aviation Electronics Industry, Limited announced that they will report Q3, 2024 results on Jan 29, 2024
Reported Earnings • Oct 29Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥46.19 (down from JP¥53.51 in 2Q 2023). Revenue: JP¥61.6b (down 6.4% from 2Q 2023). Net income: JP¥4.21b (down 14% from 2Q 2023). Profit margin: 6.8% (down from 7.4% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 6.5%. Revenue is forecast to grow 4.5% 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 25% per year whereas the company’s share price has increased by 24% per year.
お知らせ • Oct 29+ 1 more updateJapan Aviation Electronics Industry, Limited Announces Dividend for the Second Quarter of Fiscal Year Ending March 31, 2024, Payable on December 4, 2023; Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Japan Aviation Electronics Industry, Limited announced dividend for the second quarter of Fiscal year ending March 31, 2024, payable on December 4, 2023 and provided dividend guidance for the Fiscal year ending March 31, 2024. For the quarter, company announced dividend of JPY 25.00 per share compared to JPY 25.00 per share a year ago. Scheduled date of commencing dividend payments: December 4, 2023. For the year-end, company expects dividend of JPY 25.00 per share compared to JPY 25.00 per share a year ago.
お知らせ • Sep 27Japan Aviation Electronics Industry, Limited to Report Q2, 2024 Results on Oct 27, 2023Japan Aviation Electronics Industry, Limited announced that they will report Q2, 2024 results on Oct 27, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥25.00 per share at 1.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
New Risk • Jul 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.9% Last year net profit margin: 7.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
お知らせ • Jul 29+ 1 more updateJapan Aviation Electronics Industry, Limited Provides Dividend Guidance for the Second Quarter and Year End for the Fiscal Year Ending March 31, 2024Japan Aviation Electronics Industry, Limited provided dividend guidance for the second quarter and year end for the fiscal year ending March 31, 2024. The company expects to pay dividend of JPY 25.00 per share for the second quarter of fiscal year ending March 31, 2024 compared to JPY 25.00 per share paid a year ago. The company expects to pay year end dividend of JPY 25.00 per share for the year ending March 31, 2024 compared to JPY 25.00 per share paid a year ago.
Reported Earnings • Jul 28First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: JP¥27.44 (down from JP¥64.32 in 1Q 2023). Revenue: JP¥51.7b (down 8.4% from 1Q 2023). Net income: JP¥2.50b (down 57% from 1Q 2023). Profit margin: 4.8% (down from 10% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.8%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 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 increased by 32% per year whereas the company’s share price has increased by 29% per year.
Buying Opportunity • Jul 06Now 21% undervaluedOver the last 90 days, the stock is up 38%. The fair value is estimated to be JP¥3,876, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings is also forecast to grow by 7.8% per annum over the same time period.
Price Target Changed • Jul 05Price target increased by 8.7% to JP¥2,490Up from JP¥2,290, the current price target is an average from 9 analysts. New target price is 20% below last closing price of JP¥3,115. Stock is up 56% over the past year. The company is forecast to post earnings per share of JP¥162 for next year compared to JP¥161 last year.
Reported Earnings • Jun 25Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥161 (up from JP¥157 in FY 2022). Revenue: JP¥235.9b (up 4.8% from FY 2022). Net income: JP¥14.6b (up 2.2% from FY 2022). Profit margin: 6.2% (down from 6.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 3.4% 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 33% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 24Japan Aviation Electronics Industry, Limited to Report Q1, 2024 Results on Jul 27, 2023Japan Aviation Electronics Industry, Limited announced that they will report Q1, 2024 results on Jul 27, 2023