View Future GrowthJEOL 過去の業績過去 基準チェック /46JEOLは、平均年間20.3%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9.1% 11%収益成長率で 成長しています。 JEOLの自己資本利益率は15.3%であり、純利益率は12.3%です。主要情報20.28%収益成長率19.77%EPS成長率Electronic 業界の成長13.80%収益成長率11.00%株主資本利益率15.25%ネット・マージン12.32%次回の業績アップデート29 May 2026最近の業績更新Reported Earnings • May 19Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: JP¥433 (up from JP¥366 in FY 2025). Revenue: JP¥179.4b (down 8.8% from FY 2025). Net income: JP¥22.1b (up 18% from FY 2025). Profit margin: 12% (up from 9.5% in FY 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 10JEOL Ltd. to Report Fiscal Year 2026 Results on May 15, 2026JEOL Ltd. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 15, 2026Reported Earnings • Feb 14Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: JP¥149 (down from JP¥176 in 3Q 2025). Revenue: JP¥47.7b (down 2.8% from 3Q 2025). Net income: JP¥7.64b (down 15% from 3Q 2025). Profit margin: 16% (down from 18% in 3Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 84%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 06JEOL Ltd. to Report Q3, 2026 Results on Feb 13, 2026JEOL Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026分析記事 • Nov 21JEOL's (TSE:6951) Conservative Accounting Might Explain Soft EarningsThe most recent earnings report from JEOL Ltd. ( TSE:6951 ) was disappointing for shareholders. Despite the soft profit...Reported Earnings • Nov 18Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: JP¥101 (down from JP¥137 in 2Q 2025). Revenue: JP¥41.9b (down 18% from 2Q 2025). Net income: JP¥5.18b (down 26% from 2Q 2025). Profit margin: 12% (down from 14% in 2Q 2025). Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.すべての更新を表示Recent updatesReported Earnings • May 19Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: JP¥433 (up from JP¥366 in FY 2025). Revenue: JP¥179.4b (down 8.8% from FY 2025). Net income: JP¥22.1b (up 18% from FY 2025). Profit margin: 12% (up from 9.5% in FY 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.New Risk • May 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (8.5% net profit margin).お知らせ • May 15JEOL Ltd., Annual General Meeting, Jun 25, 2026JEOL Ltd., Annual General Meeting, Jun 25, 2026.お知らせ • May 10JEOL Ltd. to Report Fiscal Year 2026 Results on May 15, 2026JEOL Ltd. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥53.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 36% and the cash payout ratio is 76%. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 14Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: JP¥149 (down from JP¥176 in 3Q 2025). Revenue: JP¥47.7b (down 2.8% from 3Q 2025). Net income: JP¥7.64b (down 15% from 3Q 2025). Profit margin: 16% (down from 18% in 3Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 84%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Feb 09What Does JEOL Ltd.'s (TSE:6951) Share Price Indicate?While JEOL Ltd. ( TSE:6951 ) might not have the largest market cap around , it received a lot of attention from a...お知らせ • Feb 02JEOL Ltd. (TSE:6951) announces an Equity Buyback for 2,500,000 shares, representing 4.88% for ¥12,870 million.JEOL Ltd. (TSE:6951) announces a share repurchase program. Under the program, the company will repurchase up to 2,500,000 shares, representing 4.88% of its issued share capital, for ¥12,870 million. Shares will be repurchased at a price of ¥5,148 per share. Under the offer the company will repurchase 2,300,000 shares from Nikon Corporation. The purpose of the program is returning profits to shareholders and to enable the agile implementation of capital policies in response to changes in the business environment. If the number of tendered shares exceed the number of shares to be purchased then the actual number of shares purchased may exceed the number of shares to be purchased as a result of unit adjustment on a pro rata basis. The offer is valid till March 4, 2026. As of September 30, 2025, the company had 51,181,974 shares (excluding treasury shares) and 350,826 shares in treasury.Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥5,931, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 66% over the past three years.分析記事 • Jan 09JEOL Ltd. (TSE:6951) Doing What It Can To Lift SharesWith a median price-to-earnings (or "P/E") ratio of close to 15x in Japan, you could be forgiven for feeling...分析記事 • Dec 24These 4 Measures Indicate That JEOL (TSE:6951) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Declared Dividend • Dec 16First half dividend of JP¥53.00 announcedShareholders will receive a dividend of JP¥53.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (76% cash payout ratio). The dividend has increased by an average of 27% 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 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 06JEOL Ltd. to Report Q3, 2026 Results on Feb 13, 2026JEOL Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026分析記事 • Nov 21JEOL's (TSE:6951) Conservative Accounting Might Explain Soft EarningsThe most recent earnings report from JEOL Ltd. ( TSE:6951 ) was disappointing for shareholders. Despite the soft profit...分析記事 • Nov 18JEOL Ltd. Just Missed Earnings - But Analysts Have Updated Their ModelsJEOL Ltd. ( TSE:6951 ) missed earnings with its latest half-year results, disappointing overly-optimistic forecasters...Reported Earnings • Nov 18Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: JP¥101 (down from JP¥137 in 2Q 2025). Revenue: JP¥41.9b (down 18% from 2Q 2025). Net income: JP¥5.18b (down 26% from 2Q 2025). Profit margin: 12% (down from 14% in 2Q 2025). Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.分析記事 • Nov 12An Intrinsic Calculation For JEOL Ltd. (TSE:6951) Suggests It's 24% UndervaluedKey Insights The projected fair value for JEOL is JP¥6,814 based on 2 Stage Free Cash Flow to Equity JEOL is estimated...分析記事 • Oct 09JEOL (TSE:6951) Knows How To Allocate Capital EffectivelyIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Sep 26JEOL Ltd. to Report Q2, 2026 Results on Nov 14, 2025JEOL Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025分析記事 • Sep 23JEOL (TSE:6951) Has Announced A Dividend Of ¥53.00JEOL Ltd.'s ( TSE:6951 ) investors are due to receive a payment of ¥53.00 per share on 9th of December. This will take...Upcoming Dividend • Sep 22Upcoming dividend of JP¥53.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).分析記事 • Aug 17JEOL Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextAs you might know, JEOL Ltd. ( TSE:6951 ) just kicked off its latest first-quarter results with some very strong...Reported Earnings • Aug 15First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: JP¥91.30 (up from JP¥76.26 in 1Q 2025). Revenue: JP¥40.1b (up 10% from 1Q 2025). Net income: JP¥4.67b (up 20% from 1Q 2025). Profit margin: 12% (in line with 1Q 2025). Revenue exceeded analyst estimates by 9.4%. Earnings per share (EPS) also surpassed analyst estimates by 56%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Price Target Changed • Jul 25Price target decreased by 7.9% to JP¥6,400Down from JP¥6,950, the current price target is an average from 5 analysts. New target price is 48% above last closing price of JP¥4,331. Stock is down 23% over the past year. The company is forecast to post earnings per share of JP¥363 for next year compared to JP¥366 last year.Declared Dividend • Jul 09Final dividend of JP¥53.00 announcedShareholders will receive a dividend of JP¥53.00. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 27% 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 60% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 01Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥366 (down from JP¥425 in FY 2024). Revenue: JP¥196.7b (up 13% from FY 2024). Net income: JP¥18.7b (down 14% from FY 2024). Profit margin: 9.5% (down from 12% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 27%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.分析記事 • Jun 30We Like JEOL's (TSE:6951) Returns And Here's How They're TrendingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...お知らせ • Jun 27JEOL Ltd. to Report Q1, 2026 Results on Aug 13, 2025JEOL Ltd. announced that they will report Q1, 2026 results on Aug 13, 2025分析記事 • May 22Investors Can Find Comfort In JEOL's (TSE:6951) Earnings QualityThe most recent earnings report from JEOL Ltd. ( TSE:6951 ) was disappointing for shareholders. However, our analysis...Reported Earnings • May 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥366 (down from JP¥425 in FY 2024). Revenue: JP¥196.7b (up 13% from FY 2024). Net income: JP¥18.7b (down 14% from FY 2024). Profit margin: 9.5% (down from 12% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 27%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Major Estimate Revision • May 17Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥204.0b to JP¥187.4b. EPS estimate also fell from JP¥519 per share to JP¥444 per share. Net income forecast to shrink 30% next year vs 10% growth forecast for Electronic industry in Japan . Consensus price target down from JP¥8,075 to JP¥6,950. Share price fell 12% to JP¥4,178 over the past week.Price Target Changed • May 16Price target decreased by 7.7% to JP¥7,450Down from JP¥8,075, the current price target is an average from 4 analysts. New target price is 78% above last closing price of JP¥4,185. Stock is down 36% over the past year. The company is forecast to post earnings per share of JP¥503 for next year compared to JP¥425 last year.お知らせ • May 15JEOL Ltd., Annual General Meeting, Jun 26, 2025JEOL Ltd., Annual General Meeting, Jun 26, 2025.分析記事 • May 13Is Now The Time To Look At Buying JEOL Ltd. (TSE:6951)?JEOL Ltd. ( TSE:6951 ), is not the largest company out there, but it received a lot of attention from a substantial...分析記事 • Apr 08Is JEOL (TSE:6951) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Upcoming Dividend • Mar 21Upcoming dividend of JP¥48.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).お知らせ • Mar 15JEOL Ltd. to Report Fiscal Year 2025 Results on May 15, 2025JEOL Ltd. announced that they will report fiscal year 2025 results on May 15, 2025分析記事 • Feb 14Earnings Beat: JEOL Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsA week ago, JEOL Ltd. ( TSE:6951 ) came out with a strong set of quarterly numbers that could potentially lead to a...Reported Earnings • Feb 13Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥176 (up from JP¥51.49 in 3Q 2024). Revenue: JP¥49.1b (up 29% from 3Q 2024). Net income: JP¥9.02b (up 243% from 3Q 2024). Profit margin: 18% (up from 6.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 71%. Revenue is forecast to grow 3.1% 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 29% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.分析記事 • Jan 30Investors Holding Back On JEOL Ltd. (TSE:6951)When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 14x, you may consider JEOL...分析記事 • Dec 27We Like JEOL's (TSE:6951) Returns And Here's How They're TrendingIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...お知らせ • Dec 04JEOL Ltd. to Report Q3, 2025 Results on Feb 12, 2025JEOL Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025お知らせ • Nov 26JEOL Ltd. (TSE:6951) agreed to acquire an additional majority stake in Japan Superconductor Technology, Inc. from Kobe Steel, Ltd. (TSE:5406).JEOL Ltd. (TSE:6951) agreed to acquire an additional majority stake in Japan Superconductor Technology, Inc. from Kobe Steel, Ltd. (TSE:5406) on November 22, 2024. Post the closing of the transaction, Kobe Steel will not hold any stake in Japan Superconductor Technology. For the period ending March 31, 2024, Japan Superconductor Technology, Inc. reported total revenue of ¥4.14 billion. The expected completion of the transaction is January 6, 2025.分析記事 • Nov 12Results: JEOL Ltd. Exceeded Expectations And The Consensus Has Updated Its EstimatesJEOL Ltd. ( TSE:6951 ) investors will be delighted, with the company turning in some strong numbers with its latest...Reported Earnings • Nov 09Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: JP¥137 (up from JP¥113 in 2Q 2024). Revenue: JP¥50.9b (up 27% from 2Q 2024). Net income: JP¥7.02b (up 21% from 2Q 2024). Profit margin: 14% (in line with 2Q 2024). Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Oct 30Now 24% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥5,804. The fair value is estimated to be JP¥4,692, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.分析記事 • Oct 22Is JEOL (TSE:6951) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Sep 27JEOL Ltd. to Report Q2, 2025 Results on Nov 08, 2024JEOL Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024Buy Or Sell Opportunity • Sep 26Now 20% overvaluedOver the last 90 days, the stock has fallen 23% to JP¥5,629. The fair value is estimated to be JP¥4,689, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.Upcoming Dividend • Sep 20Upcoming dividend of JP¥44.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.5%).分析記事 • Sep 16JEOL (TSE:6951) Is Achieving High Returns On Its CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...Valuation Update With 7 Day Price Move • Sep 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥5,539, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,731 per share.お知らせ • Sep 04JEOL Ltd. Announces the Release of the New CROSS SECTION POLISHER IB-19540CP / COOLING CROSS SECTION POLISHER IB-19550CCP for Electron MicroscopesJEOL Ltd. announced the release of the New CROSS SECTION POLISHER IB-19540CP /COOLING CROSS SECTION POLISHER IB-19550CCP for Electron Microscopes on September 4, 2024. CROSS SECTION POLISHER™(CP)is widely utilized in the fields of electronic parts, ceramics, life science, metal, battery, and polymer. The mechanical high-quality uniform cross section can be easily prepared for complex materials and fragile specimens. With a sales record of over 2,000 units since its launch in 2003, the CP has been an essential tool for pre-treatment. The IB-19540CP /IB-19550CCP have been advanced with enhanced user-friendliness. Incorporation of the new GUI and IoT (Internet of Things) further improves ease of use and enables remote control and milling process monitoring by PC. High throughput ion source and high throughput cooling system enable preparation of a smooth cross section rapidly with less damages. Main features: New GUI and Internet of Things (IoT) - Incorporation of a new GUI makes the operation steps easy to understand. Easy setup is possible by following the flowchart on the control panel. Preset functions are available for saving and recalling process conditions tailored to specific applications or specimen types. Connecting to LAN provides remote access and control through a web browser to the CP. Monitoring and adjusting the milling process over multiple CPs is possible. High throughput ion source: High throughput ion source is equipped as a standard. The ion current density has been improved by optimizing the ion-source electrode and increasing the accelerating voltage. The standard cross section milling rate is now 1,200 µm/h and it will help reduce the time required for processing. Milling of 1 h, Si equivalent, Edge distance: 100 µm. High throughput cooling system: The high throughput cooling system and the new GUI enable automatic operation from cooling to return to room temperature. Thus, the waiting time has been reduced and it helps shorten the time required for work. It is possible to vacuum around the liquid nitrogen tank from the CP side to maintain cooling retention time and specimen cooling temperature. Annual Unit Sales Target - 180 units/year.分析記事 • Sep 02JEOL Ltd. (TSE:6951) Looks Just Right With A 25% Price JumpThose holding JEOL Ltd. ( TSE:6951 ) shares would be relieved that the share price has rebounded 25% in the last thirty...Reported Earnings • Aug 18First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥76.26 (up from JP¥33.76 in 1Q 2024). Revenue: JP¥36.4b (up 27% from 1Q 2024). Net income: JP¥3.90b (up 126% from 1Q 2024). Profit margin: 11% (up from 6.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 90%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥6,212, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 7.6% over the past three years.お知らせ • Jul 31JEOL Ltd. Announces New Schottky Field Emission Scanning Electron Microscope JSM-IT810 ReleasedJEOL Ltd. announced the release of the new Schottky Field Emission Scanning Electron Microscope JSM-IT810 on July 28, 2024. Field Emission Scanning Electron Microscopes (FESEM) are widely used in science and technology fields such as research institutes, universities, and industry. There is a growing demand for an instrument that can be used easily, accurately, quickly, and efficiently from observation to analysis. The JSM-IT810 adds the "Neo Action" automatic observation and analysis function and automatic calibration function to the JSM-IT800, which is equipped with the next-generation electron optical control system “Neo Engine” and the “SEM Center” for high operability such as Zeromag and EDS integration, to not only improve efficiency and productivity but also help solve labor shortages. Main Features: 1. Automatic Observation and Analysis Function “Neo Action”: All you need to do is select the SEM image acquisition conditions and field of view, and the function automatically performs SEM observation and EDS (energy dispersive X-ray spectroscopy) analysis. This function contributes to improving the efficiency of routine work including analysis work. 2. Automatic Calibration Function “SEM Automatic Adjustment Package”: This function enables automatic execution of the selected items in alignment adjustment, magnification adjustment, and EDS energy calibration. 3. “Live Function”: This function is capable of Live 3D, Live Analysis, and Live Map functions. 3D images can be constructed on the spot while an SEM observation is being performed to obtain unevenness and depth information. In addition, it helps always display characteristic X-ray spectrum and elemental mapping. 4. EDS Integration: Observation by an SEM and analysis by an EDS are integrated. Analysis of point, area, and MAP can be performed from the observation screen. Incorporation of the Windowless EDS-Gather-X enables detection from Li and analysis at a high sensitivity and high spatial resolution.Valuation Update With 7 Day Price Move • Jul 26Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥5,650, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Electronic industry in Japan. Total loss to shareholders of 17% over the past three years.分析記事 • Jul 18Take Care Before Diving Into The Deep End On JEOL Ltd. (TSE:6951)With a median price-to-earnings (or "P/E") ratio of close to 15x in Japan, you could be forgiven for feeling...分析記事 • Jun 23JEOL Ltd. (TSE:6951) Shares Could Be 30% Below Their Intrinsic Value EstimateKey Insights JEOL's estimated fair value is JP¥9,149 based on 2 Stage Free Cash Flow to Equity JEOL's JP¥6,372 share...分析記事 • Jun 06JEOL (TSE:6951) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • May 30JEOL Ltd. Announces the Release of the New Electron Microscope JEM-120iJEOL Ltd. announced the release of the new electron microscope JEM-120i developed with the concepts of “Compact”, “Easy To Use”, and “Expandable” on May 30, 2024. Electron microscopes are utilized in a wide range of fields from biotechnology to nano technology, polymers, and advanced materials. With the expansion of application, usages are also expanding, which requires a tool that is easy-to-use for research and testing purposes. To satisfy such needs, the JEM-120i has evolved into a next-generation microscope that is easy to use, from operation to maintenance, for both beginner and experienced users. Compact: The JEM-120i adopts a totally new appearance and compact design that fits any installation location. The footprint has been reduced by more than 50%, and the volume occupied by the instrument is less than one-third of that of conventional models, enabling effective use of space. The instrument height is lower than 1,800mm, which fits just about any installation room. Easy to Use: The enhanced TEM control system and fully automated apertures eliminated the need for switching the magnification mode and selecting an aperture. The JEM-120i provides seamless observations from low to high magnification. It takes only 4 steps from loading a specimen to completing an observation. After inserting the specimen holder, clicking the Start Button automatically performs observation preparation operations such as voltage increase and emission start. A wide area image is captured at the same time, and clicking the target field of view will complete the stage movement. Standard “Butler mode” assists data acquisition. Even a beginner can capture data easily. Expandable: In addition to the standard multi-function camera, a bottom-mount camera of higher pixel count can be selected as an option. Attachments such as the scanning image observation function (STEM), elemental analysis function (EDS), and cryo observation function can be applied, regardless of instrument configuration. The instrument can be expanded at any time to meet the changing needs of microscopy over time. The proven scripting function (PyJEM) with the high-end models, can create an algorithm for automation. The automation can increase the utilization rate of the instrument and improve data output efficiency. Main Specifications: Resolution- 0.2 nm (HC), 0.14 nm (HR). Accelerating voltage- 20-120kV. Magnification- 50-1,200,000 (HC), 50-1,500,000 (HR). Standard camera- JEOL CMOS camera (NeoView) 4M pixel, 30fps. Field of view search/adjustment/recording. Optional camera- JEOL CMOS camera (SightSKY) 19M pixel, 58fps. Cameras made by other companies can also be mounted. Main unit dimensions: W 840mm/D 1,734mm/H 1,782mm.Reported Earnings • May 18Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥425 (up from JP¥349 in FY 2023). Revenue: JP¥174.3b (up 7.2% from FY 2023). Net income: JP¥21.7b (up 22% from FY 2023). Profit margin: 12% (up from 11% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Medical Equipment industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • May 16JEOL Ltd., Annual General Meeting, Jun 26, 2024JEOL Ltd., Annual General Meeting, Jun 26, 2024.お知らせ • May 15JEOL Ltd. Announces Resignation of Gon-Emon Kurihara as ChairmanJEOL Ltd. announced the resignation of Gon-emon Kurihara as chairman of the company due to expiration of term.分析記事 • Apr 22JEOL (TSE:6951) Is Doing The Right Things To Multiply Its Share PriceWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Apr 07Should You Think About Buying JEOL Ltd. (TSE:6951) Now?JEOL Ltd. ( TSE:6951 ), is not the largest company out there, but it saw a decent share price growth of 13% on the TSE...New Risk • Apr 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.分析記事 • Mar 25JEOL Ltd.'s (TSE:6951) P/E Still Appears To Be ReasonableWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider JEOL...Upcoming Dividend • Mar 21Upcoming dividend of JP¥41.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (0.9%).分析記事 • Mar 12Is JEOL Ltd. (TSE:6951) Trading At A 33% Discount?Key Insights JEOL's estimated fair value is JP¥9,379 based on 2 Stage Free Cash Flow to Equity JEOL is estimated to be...お知らせ • Mar 02JEOL Ltd. to Report Fiscal Year 2024 Results on May 14, 2024JEOL Ltd. announced that they will report fiscal year 2024 results on May 14, 2024分析記事 • Feb 26Is JEOL (TSE:6951) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Feb 10Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: JP¥51.48 (down from JP¥118 in 3Q 2023). Revenue: JP¥38.2b (down 11% from 3Q 2023). Net income: JP¥2.63b (down 56% from 3Q 2023). Profit margin: 6.9% (down from 14% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates by 50%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Medical Equipment industry in Japan. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jan 26Now 21% undervaluedOver the last 90 days, the stock has risen 63% to JP¥6,952. The fair value is estimated to be JP¥8,747, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 48%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.Valuation Update With 7 Day Price Move • Jan 25Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥7,322, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Medical Equipment industry in Japan. Total returns to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥8,739 per share.Price Target Changed • Dec 02Price target increased by 7.3% to JP¥6,856Up from JP¥6,390, the current price target is an average from 5 analysts. New target price is 16% above last closing price of JP¥5,891. Stock is up 31% over the past year. The company is forecast to post earnings per share of JP¥376 for next year compared to JP¥349 last year.お知らせ • Nov 27JEOL Ltd. to Report Q3, 2024 Results on Feb 09, 2024JEOL Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • Nov 11Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥113 (up from JP¥78.63 in 2Q 2023). Revenue: JP¥40.0b (up 12% from 2Q 2023). Net income: JP¥5.79b (up 44% from 2Q 2023). Profit margin: 14% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 117%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Medical Equipment industry in Japan. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥5,025, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Medical Equipment industry in Japan. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥8,046 per share.New Risk • Nov 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Upcoming Dividend • Sep 21Upcoming dividend of JP¥33.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 12 December 2023. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.1%).お知らせ • Aug 31JEOL Ltd. to Report Q2, 2024 Results on Nov 10, 2023JEOL Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023Reported Earnings • Aug 12First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: EPS: JP¥33.76 (down from JP¥63.03 in 1Q 2023). Revenue: JP¥28.7b (flat on 1Q 2023). Net income: JP¥1.72b (down 46% from 1Q 2023). Profit margin: 6.0% (down from 11% in 1Q 2023). Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates by 19%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Medical Equipment industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jun 07Price target increased by 11% to JP¥6,050Up from JP¥5,463, the current price target is an average from 4 analysts. New target price is 24% above last closing price of JP¥4,867. Stock is down 22% over the past year. The company is forecast to post earnings per share of JP¥321 for next year compared to JP¥349 last year.お知らせ • Jun 03JEOL Ltd. to Report Q1, 2024 Results on Aug 10, 2023JEOL Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023Valuation Update With 7 Day Price Move • May 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥4,855, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Medical Equipment industry in Japan. Total returns to shareholders of 51% over the past three years.Reported Earnings • May 16Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥349 (up from JP¥247 in FY 2022). Revenue: JP¥162.7b (up 18% from FY 2022). Net income: JP¥17.8b (up 45% from FY 2022). Profit margin: 11% (up from 8.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) missed analyst estimates by 2.4%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Medical Equipment industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • May 14JEOL Ltd., Annual General Meeting, Jun 28, 2023JEOL Ltd., Annual General Meeting, Jun 28, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.1%).Reported Earnings • Feb 12Third quarter 2023 earnings: EPS exceeds analyst expectationsThird quarter 2023 results: EPS: JP¥118 (up from JP¥71.86 in 3Q 2022). Revenue: JP¥43.0b (up 15% from 3Q 2022). Net income: JP¥6.04b (up 65% from 3Q 2022). Profit margin: 14% (up from 9.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 24%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Medical Equipment industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 01JEOL Ltd. Announces its Launch of the FIB-SEM system “JIB-PS500i”JEOL Ltd. announced its launch of the FIB-SEM system “JIB-PS500i” on February 1, 2023. With the finer structure of advanced materials and advancing complexity of processes, evaluation techniques such as morphological observation and elemental analysis require higher resolution and precision. In the preparation of samples for transmission electron microscopes (TEM) in the semiconductor industry as well as in the battery and materials fields, "higher precision" and "thinner sample" are required. This product is a combined system of the FIB (Focused Ion Beam) system that can process with high accuracy and the SEM (scanning electron microscope) of high resolution to satisfy these needs. Main Features: The FIB column enables processing with a large-current Ga ion beam up to 100nA. The high-current processing is particularly effective in preparing cross section samples for large-area imaging and analysis. In addition, the FIB column is set to a shorter working distance. Along with a newly-developed power supply, it has led to greatly improved processing performance at a low accelerating voltage. A newly-developed super conical lens system is built into the SEM column, greatly improving the image resolution at a low accelerating voltage. This superb imaging is very useful to check the end-point milling status of lamella specimen using the SEM. The JIB-PS500i adopts a large specimen chamber and a newly-developed specimen stage, increasing the stage movement range, and thus accommodating a large specimen. In addition, a newly-developed STEM detector that can be used with the stage tilt at 90 degrees, allows for a seamless transition from the TEM specimen preparation to STEM observation. For the operating GUI, the “SEM center”, which has been well received in the JSM-IT800 series of high-resolution scanning electron microscopes is employed, enabling full integration of EDS analysis. A double tilt cartridge and a dedicated TEM holder allows for more precise alignment while making specimen transfer between TEM and FIB easier.Price Target Changed • Nov 30Price target decreased to JP¥6,888Down from JP¥7,750, the current price target is an average from 4 analysts. New target price is 50% above last closing price of JP¥4,580. Stock is down 50% over the past year. The company is forecast to post earnings per share of JP¥346 for next year compared to JP¥247 last year.Reported Earnings • Nov 16Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥78.63 (up from JP¥59.59 in 2Q 2022). Revenue: JP¥35.9b (up 21% from 2Q 2022). Net income: JP¥4.01b (up 38% from 2Q 2022). Profit margin: 11% (up from 9.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Medical Equipment industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 13Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥78.63 (up from JP¥59.59 in 2Q 2022). Revenue: JP¥35.9b (up 21% from 2Q 2022). Net income: JP¥4.01b (up 38% from 2Q 2022). Profit margin: 11% (up from 9.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Medical Equipment industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.0%).お知らせ • Sep 14JEOL Ltd. to Report Q3, 2023 Results on Feb 10, 2023JEOL Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023収支内訳JEOL 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:6951 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 26179,35322,09745,60611,40531 Dec 25190,14716,24342,97911,89630 Sep 25191,52017,62243,23511,78630 Jun 25200,48619,46142,97911,53231 Mar 25196,69518,68842,97911,97831 Dec 24203,81131,49442,60911,27530 Sep 24192,85225,10441,39211,14430 Jun 24182,01923,87640,72311,13231 Mar 24174,33621,70439,74110,26431 Dec 23161,87114,71038,75011,25930 Sep 23166,66418,11738,15711,14030 Jun 23162,50416,33937,47010,84131 Mar 23162,68917,83036,44110,39131 Dec 22155,28618,21335,2789,12730 Sep 22149,78315,84233,9828,90130 Jun 22143,47014,73032,5288,73831 Mar 22138,40812,27831,2358,51631 Dec 21126,0278,77930,3348,47630 Sep 21114,4195,47829,5038,25930 Jun 21113,2854,39328,8678,02331 Mar 21110,4393,74528,2958,06431 Dec 20112,6914,41528,0067,94230 Sep 20115,5196,06228,3087,97530 Jun 20119,4497,05228,5637,98731 Mar 20117,2435,35929,1167,75631 Dec 19117,7846,49228,9237,59430 Sep 19115,6795,78828,5017,49730 Jun 19110,0735,09428,2347,34931 Mar 19111,2895,94027,8447,18431 Dec 18110,0396,32327,6407,13930 Sep 18110,5936,64427,4336,75430 Jun 18108,7275,92527,0886,38531 Mar 18104,5704,53226,7816,04431 Dec 17101,8173,71026,1365,18730 Sep 1795,9612,43125,7685,18330 Jun 1796,42669525,6015,60631 Mar 1799,69859525,8336,12931 Dec 16101,484-30625,7806,69830 Sep 16105,28922326,4527,05030 Jun 16108,2591,97726,7427,05831 Mar 16107,3734,08926,4646,47931 Dec 15107,5405,84426,7316,14230 Sep 15103,2015,53625,9975,66430 Jun 1597,5974,56825,7165,290質の高い収益: 6951は 高品質の収益 を持っています。利益率の向上: 6951の現在の純利益率 (12.3%)は、昨年(9.5%)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: 6951の収益は過去 5 年間で年間20.3%増加しました。成長の加速: 6951の過去 1 年間の収益成長率 ( 18.2% ) は、5 年間の平均 ( 年間20.3%を下回っています。収益対業界: 6951の過去 1 年間の収益成長率 ( 18.2% ) はElectronic業界13.7%を上回りました。株主資本利益率高いROE: 6951の 自己資本利益率 ( 15.3% ) 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2026/05/22 13:47終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋JEOL Ltd. 5 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。10 アナリスト機関Masahiro NakanomyoBarclaysMayako OuchiBofA Global ResearchShuhei NakamuraGoldman Sachs7 その他のアナリストを表示
Reported Earnings • May 19Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: JP¥433 (up from JP¥366 in FY 2025). Revenue: JP¥179.4b (down 8.8% from FY 2025). Net income: JP¥22.1b (up 18% from FY 2025). Profit margin: 12% (up from 9.5% in FY 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 10JEOL Ltd. to Report Fiscal Year 2026 Results on May 15, 2026JEOL Ltd. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 15, 2026
Reported Earnings • Feb 14Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: JP¥149 (down from JP¥176 in 3Q 2025). Revenue: JP¥47.7b (down 2.8% from 3Q 2025). Net income: JP¥7.64b (down 15% from 3Q 2025). Profit margin: 16% (down from 18% in 3Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 84%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 06JEOL Ltd. to Report Q3, 2026 Results on Feb 13, 2026JEOL Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026
分析記事 • Nov 21JEOL's (TSE:6951) Conservative Accounting Might Explain Soft EarningsThe most recent earnings report from JEOL Ltd. ( TSE:6951 ) was disappointing for shareholders. Despite the soft profit...
Reported Earnings • Nov 18Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: JP¥101 (down from JP¥137 in 2Q 2025). Revenue: JP¥41.9b (down 18% from 2Q 2025). Net income: JP¥5.18b (down 26% from 2Q 2025). Profit margin: 12% (down from 14% in 2Q 2025). Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • May 19Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: JP¥433 (up from JP¥366 in FY 2025). Revenue: JP¥179.4b (down 8.8% from FY 2025). Net income: JP¥22.1b (up 18% from FY 2025). Profit margin: 12% (up from 9.5% in FY 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • May 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (8.5% net profit margin).
お知らせ • May 15JEOL Ltd., Annual General Meeting, Jun 25, 2026JEOL Ltd., Annual General Meeting, Jun 25, 2026.
お知らせ • May 10JEOL Ltd. to Report Fiscal Year 2026 Results on May 15, 2026JEOL Ltd. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥53.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 36% and the cash payout ratio is 76%. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 14Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: JP¥149 (down from JP¥176 in 3Q 2025). Revenue: JP¥47.7b (down 2.8% from 3Q 2025). Net income: JP¥7.64b (down 15% from 3Q 2025). Profit margin: 16% (down from 18% in 3Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 84%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Feb 09What Does JEOL Ltd.'s (TSE:6951) Share Price Indicate?While JEOL Ltd. ( TSE:6951 ) might not have the largest market cap around , it received a lot of attention from a...
お知らせ • Feb 02JEOL Ltd. (TSE:6951) announces an Equity Buyback for 2,500,000 shares, representing 4.88% for ¥12,870 million.JEOL Ltd. (TSE:6951) announces a share repurchase program. Under the program, the company will repurchase up to 2,500,000 shares, representing 4.88% of its issued share capital, for ¥12,870 million. Shares will be repurchased at a price of ¥5,148 per share. Under the offer the company will repurchase 2,300,000 shares from Nikon Corporation. The purpose of the program is returning profits to shareholders and to enable the agile implementation of capital policies in response to changes in the business environment. If the number of tendered shares exceed the number of shares to be purchased then the actual number of shares purchased may exceed the number of shares to be purchased as a result of unit adjustment on a pro rata basis. The offer is valid till March 4, 2026. As of September 30, 2025, the company had 51,181,974 shares (excluding treasury shares) and 350,826 shares in treasury.
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥5,931, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 66% over the past three years.
分析記事 • Jan 09JEOL Ltd. (TSE:6951) Doing What It Can To Lift SharesWith a median price-to-earnings (or "P/E") ratio of close to 15x in Japan, you could be forgiven for feeling...
分析記事 • Dec 24These 4 Measures Indicate That JEOL (TSE:6951) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Declared Dividend • Dec 16First half dividend of JP¥53.00 announcedShareholders will receive a dividend of JP¥53.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (76% cash payout ratio). The dividend has increased by an average of 27% 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 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 06JEOL Ltd. to Report Q3, 2026 Results on Feb 13, 2026JEOL Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026
分析記事 • Nov 21JEOL's (TSE:6951) Conservative Accounting Might Explain Soft EarningsThe most recent earnings report from JEOL Ltd. ( TSE:6951 ) was disappointing for shareholders. Despite the soft profit...
分析記事 • Nov 18JEOL Ltd. Just Missed Earnings - But Analysts Have Updated Their ModelsJEOL Ltd. ( TSE:6951 ) missed earnings with its latest half-year results, disappointing overly-optimistic forecasters...
Reported Earnings • Nov 18Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: JP¥101 (down from JP¥137 in 2Q 2025). Revenue: JP¥41.9b (down 18% from 2Q 2025). Net income: JP¥5.18b (down 26% from 2Q 2025). Profit margin: 12% (down from 14% in 2Q 2025). Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
分析記事 • Nov 12An Intrinsic Calculation For JEOL Ltd. (TSE:6951) Suggests It's 24% UndervaluedKey Insights The projected fair value for JEOL is JP¥6,814 based on 2 Stage Free Cash Flow to Equity JEOL is estimated...
分析記事 • Oct 09JEOL (TSE:6951) Knows How To Allocate Capital EffectivelyIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Sep 26JEOL Ltd. to Report Q2, 2026 Results on Nov 14, 2025JEOL Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025
分析記事 • Sep 23JEOL (TSE:6951) Has Announced A Dividend Of ¥53.00JEOL Ltd.'s ( TSE:6951 ) investors are due to receive a payment of ¥53.00 per share on 9th of December. This will take...
Upcoming Dividend • Sep 22Upcoming dividend of JP¥53.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
分析記事 • Aug 17JEOL Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextAs you might know, JEOL Ltd. ( TSE:6951 ) just kicked off its latest first-quarter results with some very strong...
Reported Earnings • Aug 15First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: JP¥91.30 (up from JP¥76.26 in 1Q 2025). Revenue: JP¥40.1b (up 10% from 1Q 2025). Net income: JP¥4.67b (up 20% from 1Q 2025). Profit margin: 12% (in line with 1Q 2025). Revenue exceeded analyst estimates by 9.4%. Earnings per share (EPS) also surpassed analyst estimates by 56%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Price Target Changed • Jul 25Price target decreased by 7.9% to JP¥6,400Down from JP¥6,950, the current price target is an average from 5 analysts. New target price is 48% above last closing price of JP¥4,331. Stock is down 23% over the past year. The company is forecast to post earnings per share of JP¥363 for next year compared to JP¥366 last year.
Declared Dividend • Jul 09Final dividend of JP¥53.00 announcedShareholders will receive a dividend of JP¥53.00. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 27% 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 60% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 01Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥366 (down from JP¥425 in FY 2024). Revenue: JP¥196.7b (up 13% from FY 2024). Net income: JP¥18.7b (down 14% from FY 2024). Profit margin: 9.5% (down from 12% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 27%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
分析記事 • Jun 30We Like JEOL's (TSE:6951) Returns And Here's How They're TrendingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
お知らせ • Jun 27JEOL Ltd. to Report Q1, 2026 Results on Aug 13, 2025JEOL Ltd. announced that they will report Q1, 2026 results on Aug 13, 2025
分析記事 • May 22Investors Can Find Comfort In JEOL's (TSE:6951) Earnings QualityThe most recent earnings report from JEOL Ltd. ( TSE:6951 ) was disappointing for shareholders. However, our analysis...
Reported Earnings • May 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥366 (down from JP¥425 in FY 2024). Revenue: JP¥196.7b (up 13% from FY 2024). Net income: JP¥18.7b (down 14% from FY 2024). Profit margin: 9.5% (down from 12% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 27%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Major Estimate Revision • May 17Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥204.0b to JP¥187.4b. EPS estimate also fell from JP¥519 per share to JP¥444 per share. Net income forecast to shrink 30% next year vs 10% growth forecast for Electronic industry in Japan . Consensus price target down from JP¥8,075 to JP¥6,950. Share price fell 12% to JP¥4,178 over the past week.
Price Target Changed • May 16Price target decreased by 7.7% to JP¥7,450Down from JP¥8,075, the current price target is an average from 4 analysts. New target price is 78% above last closing price of JP¥4,185. Stock is down 36% over the past year. The company is forecast to post earnings per share of JP¥503 for next year compared to JP¥425 last year.
お知らせ • May 15JEOL Ltd., Annual General Meeting, Jun 26, 2025JEOL Ltd., Annual General Meeting, Jun 26, 2025.
分析記事 • May 13Is Now The Time To Look At Buying JEOL Ltd. (TSE:6951)?JEOL Ltd. ( TSE:6951 ), is not the largest company out there, but it received a lot of attention from a substantial...
分析記事 • Apr 08Is JEOL (TSE:6951) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥48.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
お知らせ • Mar 15JEOL Ltd. to Report Fiscal Year 2025 Results on May 15, 2025JEOL Ltd. announced that they will report fiscal year 2025 results on May 15, 2025
分析記事 • Feb 14Earnings Beat: JEOL Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsA week ago, JEOL Ltd. ( TSE:6951 ) came out with a strong set of quarterly numbers that could potentially lead to a...
Reported Earnings • Feb 13Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥176 (up from JP¥51.49 in 3Q 2024). Revenue: JP¥49.1b (up 29% from 3Q 2024). Net income: JP¥9.02b (up 243% from 3Q 2024). Profit margin: 18% (up from 6.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 71%. Revenue is forecast to grow 3.1% 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 29% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
分析記事 • Jan 30Investors Holding Back On JEOL Ltd. (TSE:6951)When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 14x, you may consider JEOL...
分析記事 • Dec 27We Like JEOL's (TSE:6951) Returns And Here's How They're TrendingIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
お知らせ • Dec 04JEOL Ltd. to Report Q3, 2025 Results on Feb 12, 2025JEOL Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025
お知らせ • Nov 26JEOL Ltd. (TSE:6951) agreed to acquire an additional majority stake in Japan Superconductor Technology, Inc. from Kobe Steel, Ltd. (TSE:5406).JEOL Ltd. (TSE:6951) agreed to acquire an additional majority stake in Japan Superconductor Technology, Inc. from Kobe Steel, Ltd. (TSE:5406) on November 22, 2024. Post the closing of the transaction, Kobe Steel will not hold any stake in Japan Superconductor Technology. For the period ending March 31, 2024, Japan Superconductor Technology, Inc. reported total revenue of ¥4.14 billion. The expected completion of the transaction is January 6, 2025.
分析記事 • Nov 12Results: JEOL Ltd. Exceeded Expectations And The Consensus Has Updated Its EstimatesJEOL Ltd. ( TSE:6951 ) investors will be delighted, with the company turning in some strong numbers with its latest...
Reported Earnings • Nov 09Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: JP¥137 (up from JP¥113 in 2Q 2024). Revenue: JP¥50.9b (up 27% from 2Q 2024). Net income: JP¥7.02b (up 21% from 2Q 2024). Profit margin: 14% (in line with 2Q 2024). Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Oct 30Now 24% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥5,804. The fair value is estimated to be JP¥4,692, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.
分析記事 • Oct 22Is JEOL (TSE:6951) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Sep 27JEOL Ltd. to Report Q2, 2025 Results on Nov 08, 2024JEOL Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024
Buy Or Sell Opportunity • Sep 26Now 20% overvaluedOver the last 90 days, the stock has fallen 23% to JP¥5,629. The fair value is estimated to be JP¥4,689, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥44.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.5%).
分析記事 • Sep 16JEOL (TSE:6951) Is Achieving High Returns On Its CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Valuation Update With 7 Day Price Move • Sep 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥5,539, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,731 per share.
お知らせ • Sep 04JEOL Ltd. Announces the Release of the New CROSS SECTION POLISHER IB-19540CP / COOLING CROSS SECTION POLISHER IB-19550CCP for Electron MicroscopesJEOL Ltd. announced the release of the New CROSS SECTION POLISHER IB-19540CP /COOLING CROSS SECTION POLISHER IB-19550CCP for Electron Microscopes on September 4, 2024. CROSS SECTION POLISHER™(CP)is widely utilized in the fields of electronic parts, ceramics, life science, metal, battery, and polymer. The mechanical high-quality uniform cross section can be easily prepared for complex materials and fragile specimens. With a sales record of over 2,000 units since its launch in 2003, the CP has been an essential tool for pre-treatment. The IB-19540CP /IB-19550CCP have been advanced with enhanced user-friendliness. Incorporation of the new GUI and IoT (Internet of Things) further improves ease of use and enables remote control and milling process monitoring by PC. High throughput ion source and high throughput cooling system enable preparation of a smooth cross section rapidly with less damages. Main features: New GUI and Internet of Things (IoT) - Incorporation of a new GUI makes the operation steps easy to understand. Easy setup is possible by following the flowchart on the control panel. Preset functions are available for saving and recalling process conditions tailored to specific applications or specimen types. Connecting to LAN provides remote access and control through a web browser to the CP. Monitoring and adjusting the milling process over multiple CPs is possible. High throughput ion source: High throughput ion source is equipped as a standard. The ion current density has been improved by optimizing the ion-source electrode and increasing the accelerating voltage. The standard cross section milling rate is now 1,200 µm/h and it will help reduce the time required for processing. Milling of 1 h, Si equivalent, Edge distance: 100 µm. High throughput cooling system: The high throughput cooling system and the new GUI enable automatic operation from cooling to return to room temperature. Thus, the waiting time has been reduced and it helps shorten the time required for work. It is possible to vacuum around the liquid nitrogen tank from the CP side to maintain cooling retention time and specimen cooling temperature. Annual Unit Sales Target - 180 units/year.
分析記事 • Sep 02JEOL Ltd. (TSE:6951) Looks Just Right With A 25% Price JumpThose holding JEOL Ltd. ( TSE:6951 ) shares would be relieved that the share price has rebounded 25% in the last thirty...
Reported Earnings • Aug 18First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥76.26 (up from JP¥33.76 in 1Q 2024). Revenue: JP¥36.4b (up 27% from 1Q 2024). Net income: JP¥3.90b (up 126% from 1Q 2024). Profit margin: 11% (up from 6.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 90%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥6,212, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 7.6% over the past three years.
お知らせ • Jul 31JEOL Ltd. Announces New Schottky Field Emission Scanning Electron Microscope JSM-IT810 ReleasedJEOL Ltd. announced the release of the new Schottky Field Emission Scanning Electron Microscope JSM-IT810 on July 28, 2024. Field Emission Scanning Electron Microscopes (FESEM) are widely used in science and technology fields such as research institutes, universities, and industry. There is a growing demand for an instrument that can be used easily, accurately, quickly, and efficiently from observation to analysis. The JSM-IT810 adds the "Neo Action" automatic observation and analysis function and automatic calibration function to the JSM-IT800, which is equipped with the next-generation electron optical control system “Neo Engine” and the “SEM Center” for high operability such as Zeromag and EDS integration, to not only improve efficiency and productivity but also help solve labor shortages. Main Features: 1. Automatic Observation and Analysis Function “Neo Action”: All you need to do is select the SEM image acquisition conditions and field of view, and the function automatically performs SEM observation and EDS (energy dispersive X-ray spectroscopy) analysis. This function contributes to improving the efficiency of routine work including analysis work. 2. Automatic Calibration Function “SEM Automatic Adjustment Package”: This function enables automatic execution of the selected items in alignment adjustment, magnification adjustment, and EDS energy calibration. 3. “Live Function”: This function is capable of Live 3D, Live Analysis, and Live Map functions. 3D images can be constructed on the spot while an SEM observation is being performed to obtain unevenness and depth information. In addition, it helps always display characteristic X-ray spectrum and elemental mapping. 4. EDS Integration: Observation by an SEM and analysis by an EDS are integrated. Analysis of point, area, and MAP can be performed from the observation screen. Incorporation of the Windowless EDS-Gather-X enables detection from Li and analysis at a high sensitivity and high spatial resolution.
Valuation Update With 7 Day Price Move • Jul 26Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥5,650, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Electronic industry in Japan. Total loss to shareholders of 17% over the past three years.
分析記事 • Jul 18Take Care Before Diving Into The Deep End On JEOL Ltd. (TSE:6951)With a median price-to-earnings (or "P/E") ratio of close to 15x in Japan, you could be forgiven for feeling...
分析記事 • Jun 23JEOL Ltd. (TSE:6951) Shares Could Be 30% Below Their Intrinsic Value EstimateKey Insights JEOL's estimated fair value is JP¥9,149 based on 2 Stage Free Cash Flow to Equity JEOL's JP¥6,372 share...
分析記事 • Jun 06JEOL (TSE:6951) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • May 30JEOL Ltd. Announces the Release of the New Electron Microscope JEM-120iJEOL Ltd. announced the release of the new electron microscope JEM-120i developed with the concepts of “Compact”, “Easy To Use”, and “Expandable” on May 30, 2024. Electron microscopes are utilized in a wide range of fields from biotechnology to nano technology, polymers, and advanced materials. With the expansion of application, usages are also expanding, which requires a tool that is easy-to-use for research and testing purposes. To satisfy such needs, the JEM-120i has evolved into a next-generation microscope that is easy to use, from operation to maintenance, for both beginner and experienced users. Compact: The JEM-120i adopts a totally new appearance and compact design that fits any installation location. The footprint has been reduced by more than 50%, and the volume occupied by the instrument is less than one-third of that of conventional models, enabling effective use of space. The instrument height is lower than 1,800mm, which fits just about any installation room. Easy to Use: The enhanced TEM control system and fully automated apertures eliminated the need for switching the magnification mode and selecting an aperture. The JEM-120i provides seamless observations from low to high magnification. It takes only 4 steps from loading a specimen to completing an observation. After inserting the specimen holder, clicking the Start Button automatically performs observation preparation operations such as voltage increase and emission start. A wide area image is captured at the same time, and clicking the target field of view will complete the stage movement. Standard “Butler mode” assists data acquisition. Even a beginner can capture data easily. Expandable: In addition to the standard multi-function camera, a bottom-mount camera of higher pixel count can be selected as an option. Attachments such as the scanning image observation function (STEM), elemental analysis function (EDS), and cryo observation function can be applied, regardless of instrument configuration. The instrument can be expanded at any time to meet the changing needs of microscopy over time. The proven scripting function (PyJEM) with the high-end models, can create an algorithm for automation. The automation can increase the utilization rate of the instrument and improve data output efficiency. Main Specifications: Resolution- 0.2 nm (HC), 0.14 nm (HR). Accelerating voltage- 20-120kV. Magnification- 50-1,200,000 (HC), 50-1,500,000 (HR). Standard camera- JEOL CMOS camera (NeoView) 4M pixel, 30fps. Field of view search/adjustment/recording. Optional camera- JEOL CMOS camera (SightSKY) 19M pixel, 58fps. Cameras made by other companies can also be mounted. Main unit dimensions: W 840mm/D 1,734mm/H 1,782mm.
Reported Earnings • May 18Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥425 (up from JP¥349 in FY 2023). Revenue: JP¥174.3b (up 7.2% from FY 2023). Net income: JP¥21.7b (up 22% from FY 2023). Profit margin: 12% (up from 11% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Medical Equipment industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • May 16JEOL Ltd., Annual General Meeting, Jun 26, 2024JEOL Ltd., Annual General Meeting, Jun 26, 2024.
お知らせ • May 15JEOL Ltd. Announces Resignation of Gon-Emon Kurihara as ChairmanJEOL Ltd. announced the resignation of Gon-emon Kurihara as chairman of the company due to expiration of term.
分析記事 • Apr 22JEOL (TSE:6951) Is Doing The Right Things To Multiply Its Share PriceWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • Apr 07Should You Think About Buying JEOL Ltd. (TSE:6951) Now?JEOL Ltd. ( TSE:6951 ), is not the largest company out there, but it saw a decent share price growth of 13% on the TSE...
New Risk • Apr 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
分析記事 • Mar 25JEOL Ltd.'s (TSE:6951) P/E Still Appears To Be ReasonableWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider JEOL...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥41.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (0.9%).
分析記事 • Mar 12Is JEOL Ltd. (TSE:6951) Trading At A 33% Discount?Key Insights JEOL's estimated fair value is JP¥9,379 based on 2 Stage Free Cash Flow to Equity JEOL is estimated to be...
お知らせ • Mar 02JEOL Ltd. to Report Fiscal Year 2024 Results on May 14, 2024JEOL Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
分析記事 • Feb 26Is JEOL (TSE:6951) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Feb 10Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: JP¥51.48 (down from JP¥118 in 3Q 2023). Revenue: JP¥38.2b (down 11% from 3Q 2023). Net income: JP¥2.63b (down 56% from 3Q 2023). Profit margin: 6.9% (down from 14% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates by 50%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Medical Equipment industry in Japan. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jan 26Now 21% undervaluedOver the last 90 days, the stock has risen 63% to JP¥6,952. The fair value is estimated to be JP¥8,747, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 48%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.
Valuation Update With 7 Day Price Move • Jan 25Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥7,322, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Medical Equipment industry in Japan. Total returns to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥8,739 per share.
Price Target Changed • Dec 02Price target increased by 7.3% to JP¥6,856Up from JP¥6,390, the current price target is an average from 5 analysts. New target price is 16% above last closing price of JP¥5,891. Stock is up 31% over the past year. The company is forecast to post earnings per share of JP¥376 for next year compared to JP¥349 last year.
お知らせ • Nov 27JEOL Ltd. to Report Q3, 2024 Results on Feb 09, 2024JEOL Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • Nov 11Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥113 (up from JP¥78.63 in 2Q 2023). Revenue: JP¥40.0b (up 12% from 2Q 2023). Net income: JP¥5.79b (up 44% from 2Q 2023). Profit margin: 14% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 117%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Medical Equipment industry in Japan. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥5,025, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Medical Equipment industry in Japan. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥8,046 per share.
New Risk • Nov 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥33.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 12 December 2023. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.1%).
お知らせ • Aug 31JEOL Ltd. to Report Q2, 2024 Results on Nov 10, 2023JEOL Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023
Reported Earnings • Aug 12First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: EPS: JP¥33.76 (down from JP¥63.03 in 1Q 2023). Revenue: JP¥28.7b (flat on 1Q 2023). Net income: JP¥1.72b (down 46% from 1Q 2023). Profit margin: 6.0% (down from 11% in 1Q 2023). Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates by 19%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Medical Equipment industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jun 07Price target increased by 11% to JP¥6,050Up from JP¥5,463, the current price target is an average from 4 analysts. New target price is 24% above last closing price of JP¥4,867. Stock is down 22% over the past year. The company is forecast to post earnings per share of JP¥321 for next year compared to JP¥349 last year.
お知らせ • Jun 03JEOL Ltd. to Report Q1, 2024 Results on Aug 10, 2023JEOL Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
Valuation Update With 7 Day Price Move • May 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥4,855, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Medical Equipment industry in Japan. Total returns to shareholders of 51% over the past three years.
Reported Earnings • May 16Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥349 (up from JP¥247 in FY 2022). Revenue: JP¥162.7b (up 18% from FY 2022). Net income: JP¥17.8b (up 45% from FY 2022). Profit margin: 11% (up from 8.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) missed analyst estimates by 2.4%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Medical Equipment industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14JEOL Ltd., Annual General Meeting, Jun 28, 2023JEOL Ltd., Annual General Meeting, Jun 28, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.1%).
Reported Earnings • Feb 12Third quarter 2023 earnings: EPS exceeds analyst expectationsThird quarter 2023 results: EPS: JP¥118 (up from JP¥71.86 in 3Q 2022). Revenue: JP¥43.0b (up 15% from 3Q 2022). Net income: JP¥6.04b (up 65% from 3Q 2022). Profit margin: 14% (up from 9.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 24%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Medical Equipment industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 01JEOL Ltd. Announces its Launch of the FIB-SEM system “JIB-PS500i”JEOL Ltd. announced its launch of the FIB-SEM system “JIB-PS500i” on February 1, 2023. With the finer structure of advanced materials and advancing complexity of processes, evaluation techniques such as morphological observation and elemental analysis require higher resolution and precision. In the preparation of samples for transmission electron microscopes (TEM) in the semiconductor industry as well as in the battery and materials fields, "higher precision" and "thinner sample" are required. This product is a combined system of the FIB (Focused Ion Beam) system that can process with high accuracy and the SEM (scanning electron microscope) of high resolution to satisfy these needs. Main Features: The FIB column enables processing with a large-current Ga ion beam up to 100nA. The high-current processing is particularly effective in preparing cross section samples for large-area imaging and analysis. In addition, the FIB column is set to a shorter working distance. Along with a newly-developed power supply, it has led to greatly improved processing performance at a low accelerating voltage. A newly-developed super conical lens system is built into the SEM column, greatly improving the image resolution at a low accelerating voltage. This superb imaging is very useful to check the end-point milling status of lamella specimen using the SEM. The JIB-PS500i adopts a large specimen chamber and a newly-developed specimen stage, increasing the stage movement range, and thus accommodating a large specimen. In addition, a newly-developed STEM detector that can be used with the stage tilt at 90 degrees, allows for a seamless transition from the TEM specimen preparation to STEM observation. For the operating GUI, the “SEM center”, which has been well received in the JSM-IT800 series of high-resolution scanning electron microscopes is employed, enabling full integration of EDS analysis. A double tilt cartridge and a dedicated TEM holder allows for more precise alignment while making specimen transfer between TEM and FIB easier.
Price Target Changed • Nov 30Price target decreased to JP¥6,888Down from JP¥7,750, the current price target is an average from 4 analysts. New target price is 50% above last closing price of JP¥4,580. Stock is down 50% over the past year. The company is forecast to post earnings per share of JP¥346 for next year compared to JP¥247 last year.
Reported Earnings • Nov 16Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥78.63 (up from JP¥59.59 in 2Q 2022). Revenue: JP¥35.9b (up 21% from 2Q 2022). Net income: JP¥4.01b (up 38% from 2Q 2022). Profit margin: 11% (up from 9.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Medical Equipment industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 13Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥78.63 (up from JP¥59.59 in 2Q 2022). Revenue: JP¥35.9b (up 21% from 2Q 2022). Net income: JP¥4.01b (up 38% from 2Q 2022). Profit margin: 11% (up from 9.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Medical Equipment industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.0%).
お知らせ • Sep 14JEOL Ltd. to Report Q3, 2023 Results on Feb 10, 2023JEOL Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023