View Future GrowthOkamoto Glass 過去の業績過去 基準チェック /06Okamoto Glassは50.2%の年平均成長率で業績を伸ばしているが、Electronic業界はgrowingで9.4%毎年増加している。売上は減少しており、年平均1.3%の割合である。主要情報50.22%収益成長率51.05%EPS成長率Electronic 業界の成長13.80%収益成長率-1.28%株主資本利益率-5.66%ネット・マージン-3.15%次回の業績アップデート07 Aug 2026最近の業績更新お知らせ • Jun 01Okamoto Glass Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Okamoto Glass Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026Reported Earnings • May 20Full year 2026 earnings released: JP¥5.61 loss per share (vs JP¥3.82 profit in FY 2025)Full year 2026 results: JP¥5.61 loss per share (down from JP¥3.82 profit in FY 2025). Revenue: JP¥4.73b (up 1.0% from FY 2025). Net loss: JP¥149.0m (down 267% from profit in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 190 percentage points per year, which is a significant difference in performance.お知らせ • May 10Okamoto Glass Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Okamoto Glass Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026Reported Earnings • Feb 16Third quarter 2026 earnings released: JP¥0.70 loss per share (vs JP¥0.90 loss in 3Q 2025)Third quarter 2026 results: JP¥0.70 loss per share (improved from JP¥0.90 loss in 3Q 2025). Revenue: JP¥1.13b (up 19% from 3Q 2025). Net loss: JP¥20.0m (loss narrowed 4.8% from 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 201 percentage points per year, which is a significant difference in performance.お知らせ • Dec 02Okamoto Glass Co., Ltd. to Report Q3, 2026 Results on Feb 13, 2026Okamoto Glass Co., Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026お知らせ • Sep 26Okamoto Glass Co., Ltd. to Report Q2, 2026 Results on Nov 14, 2025Okamoto Glass Co., Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025すべての更新を表示Recent updatesお知らせ • Jun 01Okamoto Glass Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Okamoto Glass Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026Reported Earnings • May 20Full year 2026 earnings released: JP¥5.61 loss per share (vs JP¥3.82 profit in FY 2025)Full year 2026 results: JP¥5.61 loss per share (down from JP¥3.82 profit in FY 2025). Revenue: JP¥4.73b (up 1.0% from FY 2025). Net loss: JP¥149.0m (down 267% from profit in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 190 percentage points per year, which is a significant difference in performance.お知らせ • May 15Okamoto Glass Co., Ltd., Annual General Meeting, Jun 27, 2026Okamoto Glass Co., Ltd., Annual General Meeting, Jun 27, 2026.お知らせ • May 10Okamoto Glass Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Okamoto Glass Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026Reported Earnings • Feb 16Third quarter 2026 earnings released: JP¥0.70 loss per share (vs JP¥0.90 loss in 3Q 2025)Third quarter 2026 results: JP¥0.70 loss per share (improved from JP¥0.90 loss in 3Q 2025). Revenue: JP¥1.13b (up 19% from 3Q 2025). Net loss: JP¥20.0m (loss narrowed 4.8% from 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 201 percentage points per year, which is a significant difference in performance.分析記事 • Feb 12Would Okamoto Glass (TSE:7746) Be Better Off With Less Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jan 07Revenues Not Telling The Story For Okamoto Glass Co., Ltd. (TSE:7746) After Shares Rise 36%Okamoto Glass Co., Ltd. ( TSE:7746 ) shares have continued their recent momentum with a 36% gain in the last month...お知らせ • Dec 02Okamoto Glass Co., Ltd. to Report Q3, 2026 Results on Feb 13, 2026Okamoto Glass Co., Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026New Risk • Nov 30New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (23% average weekly change). Minor Risks Shareholders have been diluted in the past year (25% increase in shares outstanding). Market cap is less than US$100m (JP¥11.2b market cap, or US$71.5m).Board Change • Nov 19Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent External Director Hidemi Nakai was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Oct 29Optimistic Investors Push Okamoto Glass Co., Ltd. (TSE:7746) Shares Up 38% But Growth Is LackingOkamoto Glass Co., Ltd. ( TSE:7746 ) shares have continued their recent momentum with a 38% gain in the last month...お知らせ • Sep 26Okamoto Glass Co., Ltd. to Report Q2, 2026 Results on Nov 14, 2025Okamoto Glass Co., Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025分析記事 • Sep 09Revenues Not Telling The Story For Okamoto Glass Co., Ltd. (TSE:7746) After Shares Rise 38%Despite an already strong run, Okamoto Glass Co., Ltd. ( TSE:7746 ) shares have been powering on, with a gain of 38% in...New Risk • Sep 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Market cap is less than US$100m (JP¥5.54b market cap, or US$37.8m).Reported Earnings • Aug 10First quarter 2026 earnings released: JP¥5.50 loss per share (vs JP¥0.90 loss in 1Q 2025)First quarter 2026 results: JP¥5.50 loss per share (further deteriorated from JP¥0.90 loss in 1Q 2025). Revenue: JP¥915.0m (down 11% from 1Q 2025). Net loss: JP¥129.0m (loss widened JP¥108.0m from 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥173, the stock trades at a trailing P/E ratio of 45.2x. Average trailing P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 24% over the past three years.Reported Earnings • Jul 05Full year 2025 earnings released: EPS: JP¥3.82 (vs JP¥4.34 in FY 2024)Full year 2025 results: EPS: JP¥3.82 (down from JP¥4.34 in FY 2024). Revenue: JP¥4.69b (up 2.2% from FY 2024). Net income: JP¥89.0m (down 12% from FY 2024). Profit margin: 1.9% (down from 2.2% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.分析記事 • Jun 25Is Okamoto Glass (TSE:7746) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Jun 07Okamoto Glass Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Okamoto Glass Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025お知らせ • Jun 06Okamoto Glass Co., Ltd. announced that it has received ¥4.71096 million in funding from SMBC Nikko Securities Inc.On June 6, 2025, Okamoto Glass Co., Ltd. closed the transaction.お知らせ • May 22Okamoto Glass Co., Ltd. announced that it expects to receive ¥4.71096 million in funding from SMBC Nikko Securities Inc.Okamoto Glass Co., Ltd. announced a private placement to issue 58,160 10th stock acquisition rights at an issue price of ¥81 per unit for gross proceeds of ¥4,710,960 on May 21, 2025. The transaction will include participation from new investor SMBC Nikko Securities Inc. The transaction has been approved by shareholders, expected to close on June 6, 2025. The initial exercise price is ¥167 and the minimum exercise price is ¥84. The Amount of funds to be raised, use, and planned time of expenditure Amount of funds to be raised (estimated net proceeds) Funds raised for the stock acquisition rights: ¥975,982,960, total amount to be paid for the stock acquisition rights: ¥4,710,960 and Value of assets to be contributed when the stock acquisition rights are exercised ¥971,272,000, Estimated issuance costs: ¥10,000,000, Estimated net proceeds ¥965,982,960. The Exercise Period of the Stock Acquisition Rights June 9, 2025 to June 30, 2028.Reported Earnings • May 19Full year 2025 earnings released: EPS: JP¥3.82 (vs JP¥4.34 in FY 2024)Full year 2025 results: EPS: JP¥3.82 (down from JP¥4.34 in FY 2024). Revenue: JP¥4.69b (up 2.2% from FY 2024). Net income: JP¥89.0m (down 12% from FY 2024). Profit margin: 1.9% (down from 2.2% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • May 14Okamoto Glass Co., Ltd., Annual General Meeting, Jun 28, 2025Okamoto Glass Co., Ltd., Annual General Meeting, Jun 28, 2025.Buy Or Sell Opportunity • Apr 08Now 33% overvaluedOver the last 90 days, the stock has fallen 36% to JP¥146. The fair value is estimated to be JP¥110, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Meanwhile, the company has become profitable.分析記事 • Apr 07Some Confidence Is Lacking In Okamoto Glass Co., Ltd. (TSE:7746) As Shares Slide 27%To the annoyance of some shareholders, Okamoto Glass Co., Ltd. ( TSE:7746 ) shares are down a considerable 27% in the...Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥151, the stock trades at a trailing P/E ratio of 79.9x. Average trailing P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 17% over the past three years.お知らせ • Mar 07Okamoto Glass Co., Ltd. to Report Fiscal Year 2025 Results on May 14, 2025Okamoto Glass Co., Ltd. announced that they will report fiscal year 2025 results on May 14, 2025Reported Earnings • Feb 16Third quarter 2025 earnings released: JP¥0.90 loss per share (vs JP¥0.086 loss in 3Q 2024)Third quarter 2025 results: JP¥0.90 loss per share (further deteriorated from JP¥0.086 loss in 3Q 2024). Revenue: JP¥955.0m (down 7.0% from 3Q 2024). Net loss: JP¥21.0m (loss widened JP¥19.0m from 3Q 2024). 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 13% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 29Risks Still Elevated At These Prices As Okamoto Glass Co., Ltd. (TSE:7746) Shares Dive 26%The Okamoto Glass Co., Ltd. ( TSE:7746 ) share price has softened a substantial 26% over the previous 30 days, handing...Valuation Update With 7 Day Price Move • Jan 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥212, the stock trades at a trailing P/E ratio of 78.3x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 55% over the past three years.お知らせ • Jan 03Okamoto Glass Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025Okamoto Glass Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025分析記事 • Dec 27Should You Be Adding Okamoto Glass (TSE:7746) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • Nov 28Does Okamoto Glass (TSE:7746) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Nov 28Okamoto Glass Co., Ltd.'s (TSE:7746) 37% Price Boost Is Out Of Tune With EarningsOkamoto Glass Co., Ltd. ( TSE:7746 ) shareholders have had their patience rewarded with a 37% share price jump in the...New Risk • Nov 28New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.2x net interest cover). Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Market cap is less than US$100m (JP¥3.89b market cap, or US$25.6m).Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 40%After last week's 40% share price gain to JP¥167, the stock trades at a trailing P/E ratio of 61.7x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 17% over the past three years.お知らせ • Aug 29Okamoto Glass Co., Ltd. to Report Q2, 2025 Results on Nov 14, 2024Okamoto Glass Co., Ltd. announced that they will report Q2, 2025 results on Nov 14, 2024Reported Earnings • Aug 13First quarter 2025 earnings released: JP¥0.90 loss per share (vs JP¥0.99 loss in 1Q 2024)First quarter 2025 results: JP¥0.90 loss per share (improved from JP¥0.99 loss in 1Q 2024). Revenue: JP¥1.02b (up 2.7% from 1Q 2024). Net loss: JP¥21.0m (loss narrowed 8.7% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥101, the stock trades at a trailing P/E ratio of 23.3x. Average trailing P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 45% over the past three years.お知らせ • Jun 26Okamoto Glass Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Okamoto Glass Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥4.34 (vs JP¥9.19 in FY 2023)Full year 2024 results: EPS: JP¥4.34 (down from JP¥9.19 in FY 2023). Revenue: JP¥4.58b (down 6.2% from FY 2023). Net income: JP¥101.0m (down 53% from FY 2023). Profit margin: 2.2% (down from 4.4% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • May 16Okamoto Glass Co., Ltd., Annual General Meeting, Jun 29, 2024Okamoto Glass Co., Ltd., Annual General Meeting, Jun 29, 2024.お知らせ • Mar 29Okamoto Glass Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Okamoto Glass Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024New Risk • Mar 15New 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 5.8% 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: Major Risk Debt is not well covered by operating cash flow (2.2% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (JP¥3.21b market cap, or US$21.7m).分析記事 • Feb 29Is Okamoto Glass (TSE:7746) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Feb 17Third quarter 2024 earnings released: JP¥0.086 loss per share (vs JP¥0.043 profit in 3Q 2023)Third quarter 2024 results: JP¥0.086 loss per share (down from JP¥0.043 profit in 3Q 2023). Revenue: JP¥1.03b (down 16% from 3Q 2023). Net loss: JP¥2.00m (down 300% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Dec 27Okamoto Glass Co., Ltd. to Report Q3, 2024 Results on Feb 14, 2024Okamoto Glass Co., Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024New Risk • Nov 12New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.7% Last year net profit margin: 5.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (8.4% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (JP¥3.21b market cap, or US$21.2m).Reported Earnings • Nov 12Second quarter 2024 earnings released: JP¥0.86 loss per share (vs JP¥3.78 profit in 2Q 2023)Second quarter 2024 results: JP¥0.86 loss per share (down from JP¥3.78 profit in 2Q 2023). Revenue: JP¥1.04b (down 24% from 2Q 2023). Net loss: JP¥20.0m (down 123% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Aug 27Okamoto Glass Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Okamoto Glass Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023Reported Earnings • Aug 12First quarter 2024 earnings released: JP¥0.99 loss per share (vs JP¥2.19 profit in 1Q 2023)First quarter 2024 results: JP¥0.99 loss per share (down from JP¥2.19 profit in 1Q 2023). Revenue: JP¥996.0m (down 21% from 1Q 2023). Net loss: JP¥23.0m (down 145% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Jun 28Okamoto Glass Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Okamoto Glass Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023Reported Earnings • May 20Full year 2023 earnings released: EPS: JP¥9.19 (vs JP¥3.74 loss in FY 2022)Full year 2023 results: EPS: JP¥9.19 (up from JP¥3.74 loss in FY 2022). Revenue: JP¥4.89b (down 3.6% from FY 2022). Net income: JP¥214.0m (up JP¥301.0m from FY 2022). Profit margin: 4.4% (up from net loss in FY 2022). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • May 17Okamoto Glass Co., Ltd., Annual General Meeting, Jun 24, 2023Okamoto Glass Co., Ltd., Annual General Meeting, Jun 24, 2023.Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥0.043 (vs JP¥0.64 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥0.043 (up from JP¥0.64 loss in 3Q 2022). Revenue: JP¥1.22b (up 3.4% from 3Q 2022). Net income: JP¥1.00m (up JP¥16.0m from 3Q 2022). Profit margin: 0.1% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Dec 24Okamoto Glass Co., Ltd. to Report Q3, 2023 Results on Feb 14, 2023Okamoto Glass Co., Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. No independent directors (8 non-independent directors). External Director Hidemi Nakai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥3.78 (vs JP¥10.48 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥3.78 (up from JP¥10.48 loss in 2Q 2022). Revenue: JP¥1.36b (up 16% from 2Q 2022). Net income: JP¥88.0m (up JP¥332.0m from 2Q 2022). Profit margin: 6.5% (up from net loss in 2Q 2022). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Sep 16Okamoto Glass Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022Okamoto Glass Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥2.19 (vs JP¥0.30 in 1Q 2022)First quarter 2023 results: EPS: JP¥2.19 (up from JP¥0.30 in 1Q 2022). Revenue: JP¥1.26b (flat on 1Q 2022). Net income: JP¥51.0m (up JP¥44.0m from 1Q 2022). Profit margin: 4.1% (up from 0.6% in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • Jul 01Okamoto Glass Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022Okamoto Glass Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022Reported Earnings • May 19Full year 2022 earnings released: JP¥3.74 loss per share (vs JP¥36.89 loss in FY 2021)Full year 2022 results: JP¥3.74 loss per share (up from JP¥36.89 loss in FY 2021). Revenue: JP¥5.07b (up 15% from FY 2021). Net loss: JP¥87.0m (loss narrowed 90% from FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.お知らせ • May 15Okamoto Glass Co., Ltd., Annual General Meeting, Jun 25, 2022Okamoto Glass Co., Ltd., Annual General Meeting, Jun 25, 2022.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. No independent directors (8 non-independent directors). External Director Hidemi Nakai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 08Okamoto Glass Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Okamoto Glass Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Reported Earnings • Nov 16Second quarter 2022 earnings released: JP¥10.47 loss per share (vs JP¥9.63 loss in 2Q 2021)The company reported a solid second quarter result with improved revenues and control over costs, although losses increased. Second quarter 2022 results: Revenue: JP¥1.17b (up 18% from 2Q 2021). Net loss: JP¥244.0m (loss widened 8.9% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 105 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 12First quarter 2022 earnings released: EPS JP¥0.30 (vs JP¥6.99 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥1.26b (up 17% from 1Q 2021). Net income: JP¥7.00m (up JP¥169.0m from 1Q 2021). Profit margin: 0.6% (up from net loss in 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 119 percentage points per year, which is a significant difference in performance.Reported Earnings • May 17Full year 2021 earnings released: JP¥36.89 loss per share (vs JP¥8.20 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: JP¥4.41b (down 20% from FY 2020). Net loss: JP¥858.0m (loss widened 352% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 119 percentage points per year, which is a significant difference in performance.分析記事 • May 05Is Okamoto Glass (TYO:7746) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Is New 90 Day High Low • Mar 07New 90-day low: JP¥195The company is down 3.0% from its price of JP¥201 on 07 December 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 5.0% over the same period.お知らせ • Mar 04Okamoto Glass Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Okamoto Glass Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021Reported Earnings • Feb 14Third quarter 2021 earnings released: JP¥8.97 loss per share (vs JP¥0.39 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥1.19b (down 16% from 3Q 2020). Net loss: JP¥209.0m (down JP¥218.0m from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 117 percentage points per year, which is a significant difference in performance.分析記事 • Jan 20The Okamoto Glass (TYO:7746) Share Price Is Up 45% And Shareholders Are Holding OnStock pickers are generally looking for stocks that will outperform the broader market. And in our experience, buying...Is New 90 Day High Low • Dec 09New 90-day high: JP¥228The company is up 21% from its price of JP¥189 on 10 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 19% over the same period.Reported Earnings • Nov 16Second quarter 2021 earnings released: JP¥9.63 loss per shareThe company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: JP¥994.0m (down 36% from 2Q 2020). Net loss: JP¥224.0m (down 352% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 101% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Sep 23New 90-day high: JP¥203The company is up 2.0% from its price of JP¥199 on 25 June 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 5.0% over the same period.お知らせ • Sep 03Okamoto Glass Co., Ltd. to Report Q2, 2021 Results on Nov 13, 2020Okamoto Glass Co., Ltd. announced that they will report Q2, 2021 results on Nov 13, 2020お知らせ • Aug 24Okamoto Glass Co., Ltd. to Report Q1, 2021 Results on Aug 11, 2020Okamoto Glass Co., Ltd. announced that they will report Q1, 2021 results on Aug 11, 2020収支内訳Okamoto Glass 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:7746 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 264,731-1491,33013131 Dec 254,510-551,31612430 Sep 254,332-561,29311930 Jun 254,578-191,27911831 Mar 254,686891,26011631 Dec 244,716441,24911330 Sep 244,788631,23512230 Jun 244,6101031,21612531 Mar 244,5831011,18812531 Dec 234,104291,16212630 Sep 234,300321,15311730 Jun 234,6231401,14910931 Mar 234,8862141,15410431 Dec 225,2933051,14511030 Sep 225,2532891,15511230 Jun 225,065-431,13411931 Mar 225,069-871,11812531 Dec 214,774-5151,11413730 Sep 214,776-7091,07615830 Jun 214,596-6891,05517231 Mar 214,409-8581,04518331 Dec 204,508-8261,10918630 Sep 204,725-6081,15217930 Jun 205,288-2951,17819031 Mar 205,488-1901,23318031 Dec 195,451-101,21818330 Sep 195,7211181,24118730 Jun 195,772991,25317531 Mar 196,0781861,22721431 Dec 186,2532481,19221030 Sep 186,0561501,14721030 Jun 185,9281051,11821231 Mar 185,790831,09118631 Dec 175,930781,06919030 Sep 175,6671781,03219730 Jun 175,6021741,02520831 Mar 175,344431,01921231 Dec 165,079-121,05522630 Sep 165,064-2271,10223330 Jun 165,085-2391,12623731 Mar 165,341-1031,10525131 Dec 155,623-841,07025230 Sep 155,897831,02926030 Jun 155,9751361,008256質の高い収益: 7746は現在利益が出ていません。利益率の向上: 7746は現在利益が出ていません。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: 7746は利益を出していないが、過去 5 年間で年間50.2%の割合で損失を削減してきた。成長の加速: 7746の過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: 7746は利益が出ていないため、過去 1 年間の収益成長をElectronic業界 ( 15.2% ) と比較することは困難です。株主資本利益率高いROE: 7746は現在利益が出ていないため、自己資本利益率 ( -5.66% ) はマイナスです。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2026/06/29 08:29終値2026/06/29 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このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Okamoto Glass Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Mitsuhiro OsawaIchiyoshi Research Institute Inc.
お知らせ • Jun 01Okamoto Glass Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Okamoto Glass Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026
Reported Earnings • May 20Full year 2026 earnings released: JP¥5.61 loss per share (vs JP¥3.82 profit in FY 2025)Full year 2026 results: JP¥5.61 loss per share (down from JP¥3.82 profit in FY 2025). Revenue: JP¥4.73b (up 1.0% from FY 2025). Net loss: JP¥149.0m (down 267% from profit in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 190 percentage points per year, which is a significant difference in performance.
お知らせ • May 10Okamoto Glass Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Okamoto Glass Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026
Reported Earnings • Feb 16Third quarter 2026 earnings released: JP¥0.70 loss per share (vs JP¥0.90 loss in 3Q 2025)Third quarter 2026 results: JP¥0.70 loss per share (improved from JP¥0.90 loss in 3Q 2025). Revenue: JP¥1.13b (up 19% from 3Q 2025). Net loss: JP¥20.0m (loss narrowed 4.8% from 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 201 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 02Okamoto Glass Co., Ltd. to Report Q3, 2026 Results on Feb 13, 2026Okamoto Glass Co., Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026
お知らせ • Sep 26Okamoto Glass Co., Ltd. to Report Q2, 2026 Results on Nov 14, 2025Okamoto Glass Co., Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025
お知らせ • Jun 01Okamoto Glass Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Okamoto Glass Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026
Reported Earnings • May 20Full year 2026 earnings released: JP¥5.61 loss per share (vs JP¥3.82 profit in FY 2025)Full year 2026 results: JP¥5.61 loss per share (down from JP¥3.82 profit in FY 2025). Revenue: JP¥4.73b (up 1.0% from FY 2025). Net loss: JP¥149.0m (down 267% from profit in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 190 percentage points per year, which is a significant difference in performance.
お知らせ • May 15Okamoto Glass Co., Ltd., Annual General Meeting, Jun 27, 2026Okamoto Glass Co., Ltd., Annual General Meeting, Jun 27, 2026.
お知らせ • May 10Okamoto Glass Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Okamoto Glass Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026
Reported Earnings • Feb 16Third quarter 2026 earnings released: JP¥0.70 loss per share (vs JP¥0.90 loss in 3Q 2025)Third quarter 2026 results: JP¥0.70 loss per share (improved from JP¥0.90 loss in 3Q 2025). Revenue: JP¥1.13b (up 19% from 3Q 2025). Net loss: JP¥20.0m (loss narrowed 4.8% from 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 201 percentage points per year, which is a significant difference in performance.
分析記事 • Feb 12Would Okamoto Glass (TSE:7746) Be Better Off With Less Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Jan 07Revenues Not Telling The Story For Okamoto Glass Co., Ltd. (TSE:7746) After Shares Rise 36%Okamoto Glass Co., Ltd. ( TSE:7746 ) shares have continued their recent momentum with a 36% gain in the last month...
お知らせ • Dec 02Okamoto Glass Co., Ltd. to Report Q3, 2026 Results on Feb 13, 2026Okamoto Glass Co., Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026
New Risk • Nov 30New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (23% average weekly change). Minor Risks Shareholders have been diluted in the past year (25% increase in shares outstanding). Market cap is less than US$100m (JP¥11.2b market cap, or US$71.5m).
Board Change • Nov 19Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent External Director Hidemi Nakai was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Oct 29Optimistic Investors Push Okamoto Glass Co., Ltd. (TSE:7746) Shares Up 38% But Growth Is LackingOkamoto Glass Co., Ltd. ( TSE:7746 ) shares have continued their recent momentum with a 38% gain in the last month...
お知らせ • Sep 26Okamoto Glass Co., Ltd. to Report Q2, 2026 Results on Nov 14, 2025Okamoto Glass Co., Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025
分析記事 • Sep 09Revenues Not Telling The Story For Okamoto Glass Co., Ltd. (TSE:7746) After Shares Rise 38%Despite an already strong run, Okamoto Glass Co., Ltd. ( TSE:7746 ) shares have been powering on, with a gain of 38% in...
New Risk • Sep 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Market cap is less than US$100m (JP¥5.54b market cap, or US$37.8m).
Reported Earnings • Aug 10First quarter 2026 earnings released: JP¥5.50 loss per share (vs JP¥0.90 loss in 1Q 2025)First quarter 2026 results: JP¥5.50 loss per share (further deteriorated from JP¥0.90 loss in 1Q 2025). Revenue: JP¥915.0m (down 11% from 1Q 2025). Net loss: JP¥129.0m (loss widened JP¥108.0m from 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥173, the stock trades at a trailing P/E ratio of 45.2x. Average trailing P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 24% over the past three years.
Reported Earnings • Jul 05Full year 2025 earnings released: EPS: JP¥3.82 (vs JP¥4.34 in FY 2024)Full year 2025 results: EPS: JP¥3.82 (down from JP¥4.34 in FY 2024). Revenue: JP¥4.69b (up 2.2% from FY 2024). Net income: JP¥89.0m (down 12% from FY 2024). Profit margin: 1.9% (down from 2.2% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
分析記事 • Jun 25Is Okamoto Glass (TSE:7746) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Jun 07Okamoto Glass Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Okamoto Glass Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
お知らせ • Jun 06Okamoto Glass Co., Ltd. announced that it has received ¥4.71096 million in funding from SMBC Nikko Securities Inc.On June 6, 2025, Okamoto Glass Co., Ltd. closed the transaction.
お知らせ • May 22Okamoto Glass Co., Ltd. announced that it expects to receive ¥4.71096 million in funding from SMBC Nikko Securities Inc.Okamoto Glass Co., Ltd. announced a private placement to issue 58,160 10th stock acquisition rights at an issue price of ¥81 per unit for gross proceeds of ¥4,710,960 on May 21, 2025. The transaction will include participation from new investor SMBC Nikko Securities Inc. The transaction has been approved by shareholders, expected to close on June 6, 2025. The initial exercise price is ¥167 and the minimum exercise price is ¥84. The Amount of funds to be raised, use, and planned time of expenditure Amount of funds to be raised (estimated net proceeds) Funds raised for the stock acquisition rights: ¥975,982,960, total amount to be paid for the stock acquisition rights: ¥4,710,960 and Value of assets to be contributed when the stock acquisition rights are exercised ¥971,272,000, Estimated issuance costs: ¥10,000,000, Estimated net proceeds ¥965,982,960. The Exercise Period of the Stock Acquisition Rights June 9, 2025 to June 30, 2028.
Reported Earnings • May 19Full year 2025 earnings released: EPS: JP¥3.82 (vs JP¥4.34 in FY 2024)Full year 2025 results: EPS: JP¥3.82 (down from JP¥4.34 in FY 2024). Revenue: JP¥4.69b (up 2.2% from FY 2024). Net income: JP¥89.0m (down 12% from FY 2024). Profit margin: 1.9% (down from 2.2% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • May 14Okamoto Glass Co., Ltd., Annual General Meeting, Jun 28, 2025Okamoto Glass Co., Ltd., Annual General Meeting, Jun 28, 2025.
Buy Or Sell Opportunity • Apr 08Now 33% overvaluedOver the last 90 days, the stock has fallen 36% to JP¥146. The fair value is estimated to be JP¥110, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Meanwhile, the company has become profitable.
分析記事 • Apr 07Some Confidence Is Lacking In Okamoto Glass Co., Ltd. (TSE:7746) As Shares Slide 27%To the annoyance of some shareholders, Okamoto Glass Co., Ltd. ( TSE:7746 ) shares are down a considerable 27% in the...
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥151, the stock trades at a trailing P/E ratio of 79.9x. Average trailing P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 17% over the past three years.
お知らせ • Mar 07Okamoto Glass Co., Ltd. to Report Fiscal Year 2025 Results on May 14, 2025Okamoto Glass Co., Ltd. announced that they will report fiscal year 2025 results on May 14, 2025
Reported Earnings • Feb 16Third quarter 2025 earnings released: JP¥0.90 loss per share (vs JP¥0.086 loss in 3Q 2024)Third quarter 2025 results: JP¥0.90 loss per share (further deteriorated from JP¥0.086 loss in 3Q 2024). Revenue: JP¥955.0m (down 7.0% from 3Q 2024). Net loss: JP¥21.0m (loss widened JP¥19.0m from 3Q 2024). 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 13% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 29Risks Still Elevated At These Prices As Okamoto Glass Co., Ltd. (TSE:7746) Shares Dive 26%The Okamoto Glass Co., Ltd. ( TSE:7746 ) share price has softened a substantial 26% over the previous 30 days, handing...
Valuation Update With 7 Day Price Move • Jan 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥212, the stock trades at a trailing P/E ratio of 78.3x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 55% over the past three years.
お知らせ • Jan 03Okamoto Glass Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025Okamoto Glass Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025
分析記事 • Dec 27Should You Be Adding Okamoto Glass (TSE:7746) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 • Nov 28Does Okamoto Glass (TSE:7746) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Nov 28Okamoto Glass Co., Ltd.'s (TSE:7746) 37% Price Boost Is Out Of Tune With EarningsOkamoto Glass Co., Ltd. ( TSE:7746 ) shareholders have had their patience rewarded with a 37% share price jump in the...
New Risk • Nov 28New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.2x net interest cover). Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Market cap is less than US$100m (JP¥3.89b market cap, or US$25.6m).
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 40%After last week's 40% share price gain to JP¥167, the stock trades at a trailing P/E ratio of 61.7x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 17% over the past three years.
お知らせ • Aug 29Okamoto Glass Co., Ltd. to Report Q2, 2025 Results on Nov 14, 2024Okamoto Glass Co., Ltd. announced that they will report Q2, 2025 results on Nov 14, 2024
Reported Earnings • Aug 13First quarter 2025 earnings released: JP¥0.90 loss per share (vs JP¥0.99 loss in 1Q 2024)First quarter 2025 results: JP¥0.90 loss per share (improved from JP¥0.99 loss in 1Q 2024). Revenue: JP¥1.02b (up 2.7% from 1Q 2024). Net loss: JP¥21.0m (loss narrowed 8.7% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥101, the stock trades at a trailing P/E ratio of 23.3x. Average trailing P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 45% over the past three years.
お知らせ • Jun 26Okamoto Glass Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Okamoto Glass Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥4.34 (vs JP¥9.19 in FY 2023)Full year 2024 results: EPS: JP¥4.34 (down from JP¥9.19 in FY 2023). Revenue: JP¥4.58b (down 6.2% from FY 2023). Net income: JP¥101.0m (down 53% from FY 2023). Profit margin: 2.2% (down from 4.4% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • May 16Okamoto Glass Co., Ltd., Annual General Meeting, Jun 29, 2024Okamoto Glass Co., Ltd., Annual General Meeting, Jun 29, 2024.
お知らせ • Mar 29Okamoto Glass Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Okamoto Glass Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
New Risk • Mar 15New 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 5.8% 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: Major Risk Debt is not well covered by operating cash flow (2.2% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (JP¥3.21b market cap, or US$21.7m).
分析記事 • Feb 29Is Okamoto Glass (TSE:7746) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Feb 17Third quarter 2024 earnings released: JP¥0.086 loss per share (vs JP¥0.043 profit in 3Q 2023)Third quarter 2024 results: JP¥0.086 loss per share (down from JP¥0.043 profit in 3Q 2023). Revenue: JP¥1.03b (down 16% from 3Q 2023). Net loss: JP¥2.00m (down 300% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Dec 27Okamoto Glass Co., Ltd. to Report Q3, 2024 Results on Feb 14, 2024Okamoto Glass Co., Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024
New Risk • Nov 12New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.7% Last year net profit margin: 5.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (8.4% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (JP¥3.21b market cap, or US$21.2m).
Reported Earnings • Nov 12Second quarter 2024 earnings released: JP¥0.86 loss per share (vs JP¥3.78 profit in 2Q 2023)Second quarter 2024 results: JP¥0.86 loss per share (down from JP¥3.78 profit in 2Q 2023). Revenue: JP¥1.04b (down 24% from 2Q 2023). Net loss: JP¥20.0m (down 123% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Aug 27Okamoto Glass Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Okamoto Glass Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023
Reported Earnings • Aug 12First quarter 2024 earnings released: JP¥0.99 loss per share (vs JP¥2.19 profit in 1Q 2023)First quarter 2024 results: JP¥0.99 loss per share (down from JP¥2.19 profit in 1Q 2023). Revenue: JP¥996.0m (down 21% from 1Q 2023). Net loss: JP¥23.0m (down 145% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Jun 28Okamoto Glass Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Okamoto Glass Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
Reported Earnings • May 20Full year 2023 earnings released: EPS: JP¥9.19 (vs JP¥3.74 loss in FY 2022)Full year 2023 results: EPS: JP¥9.19 (up from JP¥3.74 loss in FY 2022). Revenue: JP¥4.89b (down 3.6% from FY 2022). Net income: JP¥214.0m (up JP¥301.0m from FY 2022). Profit margin: 4.4% (up from net loss in FY 2022). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • May 17Okamoto Glass Co., Ltd., Annual General Meeting, Jun 24, 2023Okamoto Glass Co., Ltd., Annual General Meeting, Jun 24, 2023.
Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥0.043 (vs JP¥0.64 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥0.043 (up from JP¥0.64 loss in 3Q 2022). Revenue: JP¥1.22b (up 3.4% from 3Q 2022). Net income: JP¥1.00m (up JP¥16.0m from 3Q 2022). Profit margin: 0.1% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Dec 24Okamoto Glass Co., Ltd. to Report Q3, 2023 Results on Feb 14, 2023Okamoto Glass Co., Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. No independent directors (8 non-independent directors). External Director Hidemi Nakai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥3.78 (vs JP¥10.48 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥3.78 (up from JP¥10.48 loss in 2Q 2022). Revenue: JP¥1.36b (up 16% from 2Q 2022). Net income: JP¥88.0m (up JP¥332.0m from 2Q 2022). Profit margin: 6.5% (up from net loss in 2Q 2022). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Sep 16Okamoto Glass Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022Okamoto Glass Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022
Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥2.19 (vs JP¥0.30 in 1Q 2022)First quarter 2023 results: EPS: JP¥2.19 (up from JP¥0.30 in 1Q 2022). Revenue: JP¥1.26b (flat on 1Q 2022). Net income: JP¥51.0m (up JP¥44.0m from 1Q 2022). Profit margin: 4.1% (up from 0.6% in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 01Okamoto Glass Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022Okamoto Glass Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022
Reported Earnings • May 19Full year 2022 earnings released: JP¥3.74 loss per share (vs JP¥36.89 loss in FY 2021)Full year 2022 results: JP¥3.74 loss per share (up from JP¥36.89 loss in FY 2021). Revenue: JP¥5.07b (up 15% from FY 2021). Net loss: JP¥87.0m (loss narrowed 90% from FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.
お知らせ • May 15Okamoto Glass Co., Ltd., Annual General Meeting, Jun 25, 2022Okamoto Glass Co., Ltd., Annual General Meeting, Jun 25, 2022.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. No independent directors (8 non-independent directors). External Director Hidemi Nakai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Okamoto Glass Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Okamoto Glass Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Reported Earnings • Nov 16Second quarter 2022 earnings released: JP¥10.47 loss per share (vs JP¥9.63 loss in 2Q 2021)The company reported a solid second quarter result with improved revenues and control over costs, although losses increased. Second quarter 2022 results: Revenue: JP¥1.17b (up 18% from 2Q 2021). Net loss: JP¥244.0m (loss widened 8.9% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 105 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 12First quarter 2022 earnings released: EPS JP¥0.30 (vs JP¥6.99 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥1.26b (up 17% from 1Q 2021). Net income: JP¥7.00m (up JP¥169.0m from 1Q 2021). Profit margin: 0.6% (up from net loss in 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 119 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 17Full year 2021 earnings released: JP¥36.89 loss per share (vs JP¥8.20 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: JP¥4.41b (down 20% from FY 2020). Net loss: JP¥858.0m (loss widened 352% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 119 percentage points per year, which is a significant difference in performance.
分析記事 • May 05Is Okamoto Glass (TYO:7746) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Is New 90 Day High Low • Mar 07New 90-day low: JP¥195The company is down 3.0% from its price of JP¥201 on 07 December 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 5.0% over the same period.
お知らせ • Mar 04Okamoto Glass Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Okamoto Glass Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021
Reported Earnings • Feb 14Third quarter 2021 earnings released: JP¥8.97 loss per share (vs JP¥0.39 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥1.19b (down 16% from 3Q 2020). Net loss: JP¥209.0m (down JP¥218.0m from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 117 percentage points per year, which is a significant difference in performance.
分析記事 • Jan 20The Okamoto Glass (TYO:7746) Share Price Is Up 45% And Shareholders Are Holding OnStock pickers are generally looking for stocks that will outperform the broader market. And in our experience, buying...
Is New 90 Day High Low • Dec 09New 90-day high: JP¥228The company is up 21% from its price of JP¥189 on 10 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 19% over the same period.
Reported Earnings • Nov 16Second quarter 2021 earnings released: JP¥9.63 loss per shareThe company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: JP¥994.0m (down 36% from 2Q 2020). Net loss: JP¥224.0m (down 352% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 101% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Sep 23New 90-day high: JP¥203The company is up 2.0% from its price of JP¥199 on 25 June 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 5.0% over the same period.
お知らせ • Sep 03Okamoto Glass Co., Ltd. to Report Q2, 2021 Results on Nov 13, 2020Okamoto Glass Co., Ltd. announced that they will report Q2, 2021 results on Nov 13, 2020
お知らせ • Aug 24Okamoto Glass Co., Ltd. to Report Q1, 2021 Results on Aug 11, 2020Okamoto Glass Co., Ltd. announced that they will report Q1, 2021 results on Aug 11, 2020