View Future GrowthTOYO 過去の業績過去 基準チェック /46TOYOの収益は年間平均-1.6%の割合で減少していますが、 Electronic業界の収益は年間 増加しています。収益は年間9.1% 9%割合で 増加しています。 TOYOの自己資本利益率は8.5%であり、純利益率は6.9%です。主要情報-1.59%収益成長率1.18%EPS成長率Electronic 業界の成長13.80%収益成長率8.98%株主資本利益率8.45%ネット・マージン6.88%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 15Second quarter 2026 earnings released: EPS: JP¥107 (vs JP¥46.11 in 2Q 2025)Second quarter 2026 results: EPS: JP¥107 (up from JP¥46.11 in 2Q 2025). Revenue: JP¥14.8b (up 33% from 2Q 2025). Net income: JP¥2.31b (up 133% from 2Q 2025). Profit margin: 16% (up from 8.9% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Reported Earnings • Feb 15First quarter 2026 earnings released: JP¥5.66 loss per share (vs JP¥6.26 loss in 1Q 2025)First quarter 2026 results: JP¥5.66 loss per share (improved from JP¥6.26 loss in 1Q 2025). Revenue: JP¥6.65b (up 6.8% from 1Q 2025). Net loss: JP¥122.0m (loss narrowed 9.3% from 1Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.お知らせ • Dec 25TOYO Corporation to Report Q1, 2026 Results on Feb 13, 2026TOYO Corporation announced that they will report Q1, 2026 results on Feb 13, 2026Reported Earnings • Nov 15Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥55.52 (down from JP¥113 in FY 2024). Revenue: JP¥32.6b (down 7.1% from FY 2024). Net income: JP¥1.20b (down 53% from FY 2024). Profit margin: 3.7% (down from 7.2% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 31%. Revenue is forecast to grow 17% p.a. on average during the next 2 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 fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Sep 27TOYO Corporation to Report Fiscal Year 2025 Results on Nov 12, 2025TOYO Corporation announced that they will report fiscal year 2025 results on Nov 12, 2025Reported Earnings • Aug 08Third quarter 2025 earnings released: JP¥11.56 loss per share (vs JP¥7.02 loss in 3Q 2024)Third quarter 2025 results: JP¥11.56 loss per share (further deteriorated from JP¥7.02 loss in 3Q 2024). Revenue: JP¥6.07b (up 9.3% from 3Q 2024). Net loss: JP¥249.0m (loss widened 58% from 3Q 2024). Revenue is forecast to grow 16% 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 1% per year whereas the company’s share price has increased by 5% per year.すべての更新を表示Recent updatesReported Earnings • May 15Second quarter 2026 earnings released: EPS: JP¥107 (vs JP¥46.11 in 2Q 2025)Second quarter 2026 results: EPS: JP¥107 (up from JP¥46.11 in 2Q 2025). Revenue: JP¥14.8b (up 33% from 2Q 2025). Net income: JP¥2.31b (up 133% from 2Q 2025). Profit margin: 16% (up from 8.9% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 10 June 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 15First quarter 2026 earnings released: JP¥5.66 loss per share (vs JP¥6.26 loss in 1Q 2025)First quarter 2026 results: JP¥5.66 loss per share (improved from JP¥6.26 loss in 1Q 2025). Revenue: JP¥6.65b (up 6.8% from 1Q 2025). Net loss: JP¥122.0m (loss narrowed 9.3% from 1Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.お知らせ • Jan 23TOYO Corporation (TSE:8151) agreed to acquire SONICGUARD Co., Ltd. for ¥770 million,TOYO Corporation (TSE:8151) agreed to acquire SONICGUARD Co., Ltd. for ¥770 million on January 22, 2026. A cash consideration of ¥770 million will be paid by TOYO Corporation. As part of consideration, ¥770 million is paid towards common equity of SONICGUARD Co., Ltd. For the period ending November 30, 2025, SONICGUARD Co., Ltd. reported total revenue of ¥1.08 billion and EBIT of ¥209.24 million. As of December 31, 2025, SONICGUARD Co., Ltd. reported total assets of ¥1.25 billion and total common equity of ¥911.21 million. The transaction is subject to approval of offer by Toyota Motor Corporation board. The deal has been approved by the board. The expected completion of the transaction is January 28, 2026.Declared Dividend • Jan 08Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 30th March 2026 Payment date: 10th June 2026 Dividend yield will be 3.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (124% earnings payout ratio) nor is it covered by cash flows (114% cash payout ratio). The dividend has increased by an average of 8.8% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 38% to bring the payout ratio under control. EPS is expected to grow by 118% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Dec 25TOYO Corporation to Report Q1, 2026 Results on Feb 13, 2026TOYO Corporation announced that they will report Q1, 2026 results on Feb 13, 2026Reported Earnings • Nov 15Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥55.52 (down from JP¥113 in FY 2024). Revenue: JP¥32.6b (down 7.1% from FY 2024). Net income: JP¥1.20b (down 53% from FY 2024). Profit margin: 3.7% (down from 7.2% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 31%. Revenue is forecast to grow 17% p.a. on average during the next 2 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 fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Nov 12+ 4 more updatesTOYO Corporation, Annual General Meeting, Dec 19, 2025TOYO Corporation, Annual General Meeting, Dec 19, 2025.Buy Or Sell Opportunity • Oct 29Now 21% undervaluedOver the last 90 days, the stock has risen 6.3% to JP¥1,628. The fair value is estimated to be JP¥2,061, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 267% in the next 2 years.Buy Or Sell Opportunity • Oct 10Now 22% undervaluedOver the last 90 days, the stock has risen 8.4% to JP¥1,628. The fair value is estimated to be JP¥2,075, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 267% in the next 2 years.お知らせ • Sep 27TOYO Corporation to Report Fiscal Year 2025 Results on Nov 12, 2025TOYO Corporation announced that they will report fiscal year 2025 results on Nov 12, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥39.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 23 December 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Reported Earnings • Aug 08Third quarter 2025 earnings released: JP¥11.56 loss per share (vs JP¥7.02 loss in 3Q 2024)Third quarter 2025 results: JP¥11.56 loss per share (further deteriorated from JP¥7.02 loss in 3Q 2024). Revenue: JP¥6.07b (up 9.3% from 3Q 2024). Net loss: JP¥249.0m (loss widened 58% from 3Q 2024). Revenue is forecast to grow 16% 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 1% per year whereas the company’s share price has increased by 5% per year.お知らせ • Jun 27TOYO Corporation to Report Q3, 2025 Results on Aug 06, 2025TOYO Corporation announced that they will report Q3, 2025 results on Aug 06, 2025Declared Dividend • Jun 11First half dividend of JP¥39.00 announcedShareholders will receive a dividend of JP¥39.00. Ex-date: 29th September 2025 Payment date: 23rd December 2025 Dividend yield will be 4.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (177% earnings payout ratio). However, it is well covered by cash flows (42% cash payout ratio). The dividend has increased by an average of 6.7% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 97% to bring the payout ratio under control. EPS is expected to grow by 187% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.分析記事 • May 21Some May Be Optimistic About TOYO's (TSE:8151) EarningsThe market for TOYO Corporation's ( TSE:8151 ) shares didn't move much after it posted weak earnings recently. Our...Reported Earnings • May 19Second quarter 2025 earnings released: EPS: JP¥46.11 (vs JP¥81.28 in 2Q 2024)Second quarter 2025 results: EPS: JP¥46.11 (down from JP¥81.28 in 2Q 2024). Revenue: JP¥11.2b (down 17% from 2Q 2024). Net income: JP¥992.4m (down 46% from 2Q 2024). Profit margin: 8.9% (down from 14% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% 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 8% per year whereas the company’s share price has increased by 10% per year.分析記事 • Apr 15Here's Why TOYO (TSE:8151) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Mar 26TOYO's (TSE:8151) Dividend Will Be ¥30.00TOYO Corporation ( TSE:8151 ) will pay a dividend of ¥30.00 on the 11th of June. This will take the dividend yield to...お知らせ • Mar 26TOYO Corporation to Report Q2, 2025 Results on May 14, 2025TOYO Corporation announced that they will report Q2, 2025 results on May 14, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 11 June 2025. Payout ratio is on the higher end at 87%, however this is supported by cash flows. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).分析記事 • Feb 17TOYO (TSE:8151) Is Due To Pay A Dividend Of ¥30.00TOYO Corporation's ( TSE:8151 ) investors are due to receive a payment of ¥30.00 per share on 11th of June. This makes...Reported Earnings • Feb 14First quarter 2025 earnings released: JP¥6.26 loss per share (vs JP¥29.39 profit in 1Q 2024)First quarter 2025 results: JP¥6.26 loss per share (down from JP¥29.39 profit in 1Q 2024). Revenue: JP¥6.22b (down 10% from 1Q 2024). Net loss: JP¥134.4m (down 121% from profit in 1Q 2024). Revenue is forecast to grow 10% 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 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Feb 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥1,380. The fair value is estimated to be JP¥1,750, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.分析記事 • Jan 20TOYO (TSE:8151) Has Announced A Dividend Of ¥30.00TOYO Corporation ( TSE:8151 ) will pay a dividend of ¥30.00 on the 11th of June. This will take the dividend yield to...お知らせ • Jan 17TOYO Corporation to Report Q1, 2025 Results on Feb 12, 2025TOYO Corporation announced that they will report Q1, 2025 results on Feb 12, 2025Buy Or Sell Opportunity • Jan 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥1,397. The fair value is estimated to be JP¥1,753, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.分析記事 • Jan 06TOYO (TSE:8151) Is Due To Pay A Dividend Of ¥30.00TOYO Corporation ( TSE:8151 ) has announced that it will pay a dividend of ¥30.00 per share on the 11th of June. This...Declared Dividend • Jan 06Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 28th March 2025 Payment date: 11th June 2025 Dividend yield will be 5.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (69% cash payout ratio). The dividend has increased by an average of 7.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Dec 28Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥113 (up from JP¥67.49 in FY 2023). Revenue: JP¥35.0b (up 24% from FY 2023). Net income: JP¥2.52b (up 64% from FY 2023). Profit margin: 7.2% (up from 5.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 1.5%. Revenue is forecast to grow 8.2% 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 20% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Dec 16Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥1,402. The fair value is estimated to be JP¥1,756, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.Reported Earnings • Nov 19Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥113 (up from JP¥67.49 in FY 2023). Revenue: JP¥35.0b (up 24% from FY 2023). Net income: JP¥2.52b (up 65% from FY 2023). Profit margin: 7.2% (up from 5.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 1.5%. Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 14TOYO Corporation, Annual General Meeting, Dec 20, 2024TOYO Corporation, Annual General Meeting, Dec 20, 2024.お知らせ • Nov 13TOYO Corporation Resolves to Pay Fiscal Year End Dividend for the Fiscal Year Ending September 30, 2024, Payable on December 23, 2024TOYO Corporation at its board meeting held on November 13, 2024 resolved to pay fiscal year end dividend of surplus with a record date of September 30, 2024 for the Fiscal Year Ending September 30, 2024. Dividend per share is ¥43.00. Effective date is December 23, 2024. Dividends of surplus will be distributed following a resolution at the 72nd Ordinary General Meeting of Shareholders scheduled to be held on December 20, 2024.Upcoming Dividend • Sep 20Upcoming dividend of JP¥42.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 23 December 2024. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).Reported Earnings • Aug 12Third quarter 2024 earnings released: JP¥7.02 loss per share (vs JP¥7.86 loss in 3Q 2023)Third quarter 2024 results: JP¥7.02 loss per share (improved from JP¥7.86 loss in 3Q 2023). Revenue: JP¥5.55b (down 2.1% from 3Q 2023). Net loss: JP¥157.3m (loss narrowed 11% from 3Q 2023). Revenue is forecast to grow 6.1% 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 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 10TOYO Corporation (TSE:8151) announces an Equity Buyback for 1,200,000 shares, representing 5.35% for ¥1,500 million.Kpp Group Holdings Co., Ltd. (TSE:9274) announces a share repurchase program. Under the program, the company will repurchase 1,200,000 shares, representing 5.35% of the outstanding shares for ¥1,500 million. The purpose of the program is to enhance shareholder returns, to improve capital efficiency, to implement flexible capital management in response to changes in the business environment. The program will run until July 31, 2025. As of July 31, 2024, the company had 22,416,135 shares outstanding and 3,668,865 shares in treasury.分析記事 • Aug 09TOYO's (TSE:8151) Upcoming Dividend Will Be Larger Than Last Year'sTOYO Corporation ( TSE:8151 ) will increase its dividend from last year's comparable payment on the 23rd of December to...Buy Or Sell Opportunity • Aug 08Now 31% overvalued after recent price riseOver the last 90 days, the stock has risen 4.4% to JP¥1,565. The fair value is estimated to be JP¥1,192, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to decline by 1.1% in the next 2 years.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,273, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥836 per share.分析記事 • Jul 22TOYO (TSE:8151) Will Pay A Larger Dividend Than Last Year At ¥37.00The board of TOYO Corporation ( TSE:8151 ) has announced that it will be paying its dividend of ¥37.00 on the 23rd of...分析記事 • Jun 29TOYO (TSE:8151) Is Increasing Its Dividend To ¥37.00The board of TOYO Corporation ( TSE:8151 ) has announced that it will be paying its dividend of ¥37.00 on the 23rd of...お知らせ • Jun 29TOYO Corporation to Report Q3, 2024 Results on Aug 07, 2024TOYO Corporation announced that they will report Q3, 2024 results on Aug 07, 2024分析記事 • May 22Additional Considerations Required While Assessing TOYO's (TSE:8151) Strong EarningsDespite posting some strong earnings, the market for TOYO Corporation's ( TSE:8151 ) stock hasn't moved much. Our...分析記事 • May 21TOYO's (TSE:8151) Upcoming Dividend Will Be Larger Than Last Year'sTOYO Corporation ( TSE:8151 ) has announced that it will be increasing its dividend from last year's comparable payment...New Risk • May 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.Declared Dividend • May 17Dividend of JP¥37.00 announcedShareholders will receive a dividend of JP¥37.00. Ex-date: 27th September 2024 Payment date: 23rd December 2024 Dividend yield will be 4.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (51% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 16TOYO Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2024TOYO Corporation revised consolidated earnings guidance for the fiscal year ending September 30, 2024. For the year, the company expects net sales to be JPY 34,500 million against JPY 32,000 million forecasted earlier, operating profit to be JPY 3,350 million against JPY 3,000 million forecasted earlier, profit attributed to owners of parent to be JPY 2,500 million against JPY 2,300 million forecasted earlier and basic earnings per share to be JPY 111.53 against JPY 102.91 forecasted earlier.お知らせ • Apr 05TOYO Corporation to Report Q2, 2024 Results on May 15, 2024TOYO Corporation announced that they will report Q2, 2024 results on May 15, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 June 2024. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).分析記事 • Feb 26TOYO (TSE:8151) Will Pay A Dividend Of ¥25.00The board of TOYO Corporation ( TSE:8151 ) has announced that it will pay a dividend of ¥25.00 per share on the 10th of...Reported Earnings • Feb 16First quarter 2024 earnings released: EPS: JP¥29.39 (vs JP¥8.06 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥29.39 (up from JP¥8.06 loss in 1Q 2023). Revenue: JP¥6.94b (up 26% from 1Q 2023). Net income: JP¥657.0m (up JP¥844.0m from 1Q 2023). Profit margin: 9.5% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 21TOYO Corporation to Report Q1, 2024 Results on Feb 14, 2024TOYO Corporation announced that they will report Q1, 2024 results on Feb 14, 2024Reported Earnings • Dec 28Full year 2023 earnings released: EPS: JP¥67.49 (vs JP¥81.12 in FY 2022)Full year 2023 results: EPS: JP¥67.49 (down from JP¥81.12 in FY 2022). Revenue: JP¥28.2b (up 6.3% from FY 2022). Net income: JP¥1.53b (down 20% from FY 2022). Profit margin: 5.4% (down from 7.2% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Dec 01TOYO Corporation (TSE:8151) acquired Rototest International AB.TOYO Corporation (TSE:8151) acquired Rototest International AB on November 30, 2023.TOYO Corporation (TSE:8151) completed the acquisition of Rototest International AB on November 30, 2023.お知らせ • Nov 11TOYO Corporation, Annual General Meeting, Dec 21, 2023TOYO Corporation, Annual General Meeting, Dec 21, 2023.Reported Earnings • Nov 09Full year 2023 earnings released: EPS: JP¥67.49 (vs JP¥81.12 in FY 2022)Full year 2023 results: EPS: JP¥67.49 (down from JP¥81.12 in FY 2022). Revenue: JP¥28.2b (up 6.3% from FY 2022). Net income: JP¥1.53b (down 20% from FY 2022). Profit margin: 5.4% (down from 7.2% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Sep 28TOYO Corporation to Report Fiscal Year 2023 Results on Nov 08, 2023TOYO Corporation announced that they will report fiscal year 2023 results on Nov 08, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥32.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 25 December 2023. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).Reported Earnings • Aug 10Third quarter 2023 earnings released: JP¥7.86 loss per share (vs JP¥5.57 loss in 3Q 2022)Third quarter 2023 results: JP¥7.86 loss per share (further deteriorated from JP¥5.57 loss in 3Q 2022). Revenue: JP¥5.67b (up 14% from 3Q 2022). Net loss: JP¥177.0m (loss widened 34% from 3Q 2022). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 24TOYO Corporation to Report Q3, 2023 Results on Aug 09, 2023TOYO Corporation announced that they will report Q3, 2023 results on Aug 09, 2023Reported Earnings • May 12Second quarter 2023 earnings released: EPS: JP¥58.04 (vs JP¥50.33 in 2Q 2022)Second quarter 2023 results: EPS: JP¥58.04 (up from JP¥50.33 in 2Q 2022). Revenue: JP¥9.97b (up 18% from 2Q 2022). Net income: JP¥1.33b (up 11% from 2Q 2022). Profit margin: 13% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 10% per year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 07 June 2023. Payout ratio is on the higher end at 89% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 12First quarter 2023 earnings released: JP¥8.06 loss per share (vs JP¥17.00 profit in 1Q 2022)First quarter 2023 results: JP¥8.06 loss per share (down from JP¥17.00 profit in 1Q 2022). Revenue: JP¥5.51b (flat on 1Q 2022). Net loss: JP¥187.0m (down 147% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 7% per year.お知らせ • Jan 12TOYO Corporation to Report Q1, 2023 Results on Feb 08, 2023TOYO Corporation announced that they will report Q1, 2023 results on Feb 08, 2023Reported Earnings • Dec 28Full year 2022 earnings released: EPS: JP¥81.12 (vs JP¥70.93 in FY 2021)Full year 2022 results: EPS: JP¥81.12 (up from JP¥70.93 in FY 2021). Revenue: JP¥26.5b (up 13% from FY 2021). Net income: JP¥1.92b (up 11% from FY 2021). Profit margin: 7.2% (down from 7.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 2 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Outside Director Nobuyoshi Akiyama was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 11Full year 2022 earnings released: EPS: JP¥81.12 (vs JP¥70.93 in FY 2021)Full year 2022 results: EPS: JP¥81.12 (up from JP¥70.93 in FY 2021). Revenue: JP¥26.5b (up 13% from FY 2021). Net income: JP¥1.92b (up 11% from FY 2021). Profit margin: 7.2% (down from 7.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 5% 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: 26 December 2022. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).Reported Earnings • Aug 12Third quarter 2022 earnings released: JP¥5.57 loss per share (vs JP¥4.88 profit in 3Q 2021)Third quarter 2022 results: JP¥5.57 loss per share (down from JP¥4.88 profit in 3Q 2021). Revenue: JP¥4.96b (down 1.3% from 3Q 2021). Net loss: JP¥132.0m (down 210% from profit in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 13Second quarter 2022 earnings released: EPS: JP¥50.33 (vs JP¥46.87 in 2Q 2021)Second quarter 2022 results: EPS: JP¥50.33 (up from JP¥46.87 in 2Q 2021). Revenue: JP¥8.45b (down 2.8% from 2Q 2021). Net income: JP¥1.19b (up 3.4% from 2Q 2021). Profit margin: 14% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 2 highly experienced directors. 2 independent directors (6 non-independent directors). Independent Outside Director Nobuyoshi Akiyama was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 08 June 2022. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).Reported Earnings • Feb 10First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥17.00 (up from JP¥9.59 in 1Q 2021). Revenue: JP¥5.56b (up 27% from 1Q 2021). Net income: JP¥402.0m (up 71% from 1Q 2021). Profit margin: 7.2% (up from 5.4% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 04Full year 2021 earnings released: EPS JP¥70.93 (vs JP¥58.71 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥23.5b (up 1.8% from FY 2020). Net income: JP¥1.73b (up 21% from FY 2020). Profit margin: 7.4% (up from 6.2% in FY 2020). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 25 December 2021. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.0%).Reported Earnings • Aug 06Third quarter 2021 earnings released: EPS JP¥4.88 (vs JP¥9.84 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥5.02b (up 17% from 3Q 2020). Net income: JP¥120.0m (up JP¥361.0m from 3Q 2020). Profit margin: 2.4% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 12Second quarter 2021 earnings released: EPS JP¥46.87 (vs JP¥49.57 in 2Q 2020)The company reported a soft second quarter result with weaker earnings, although revenues and profit margins were flat. Second quarter 2021 results: Revenue: JP¥8.70b (flat on 2Q 2020). Net income: JP¥1.15b (down 5.0% from 2Q 2020). Profit margin: 13% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 03 June 2021. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).Is New 90 Day High Low • Feb 26New 90-day low: JP¥1,053The company is down 4.0% from its price of JP¥1,092 on 27 November 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 6.0% over the same period.Reported Earnings • Feb 10First quarter 2021 earnings released: EPS JP¥9.59 (vs JP¥1.63 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: JP¥4.37b (flat on 1Q 2020). Net income: JP¥235.0m (up JP¥275.0m from 1Q 2020). Profit margin: 5.4% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Jan 12New 90-day high: JP¥1,206The company is up 21% from its price of JP¥997 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Electronic industry, which is also up 21% over the same period.Is New 90 Day High Low • Dec 28New 90-day high: JP¥1,156The company is up 14% from its price of JP¥1,015 on 29 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 16% over the same period.Is New 90 Day High Low • Dec 10New 90-day high: JP¥1,123The company is up 15% from its price of JP¥974 on 11 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 18% over the same period.収支内訳TOYO 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:8151 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 2636,6652,52312,608031 Dec 2532,9821,20812,619030 Sep 2532,5591,19512,093030 Jun 2532,56883112,327031 Mar 2532,05090312,022031 Dec 2434,3211,73112,194030 Sep 2435,0422,52211,657030 Jun 2432,9382,89111,112031 Mar 2433,0542,87110,777031 Dec 2329,6042,37810,163030 Sep 2328,1721,53410,032030 Jun 2328,6761,4209,953031 Mar 2327,9661,4659,799031 Dec 2226,4461,3309,517030 Sep 2226,4901,9199,203030 Jun 2224,3971,6888,845031 Mar 2224,4611,9408,568031 Dec 2124,7021,9018,496030 Sep 2123,5111,7348,569030 Jun 2123,8332,0138,435031 Mar 2123,1101,6528,278031 Dec 2023,0911,7138,312030 Sep 2023,1041,4388,377030 Jun 2024,9371,2308,845031 Mar 2025,3211,3459,156031 Dec 1924,8501,0759,240030 Sep 1925,5471,1419,218030 Jun 1923,6358639,175031 Mar 1923,3541,0319,231031 Dec 1824,5131,4339,183030 Sep 1823,5901,2209,148030 Jun 1822,6586699,008031 Mar 1822,0122798,767031 Dec 1722,0224348,751030 Sep 1721,5864958,584030 Jun 1721,6511,0948,354031 Mar 1721,7781,2188,259031 Dec 1620,5916837,986030 Sep 1621,6798867,867030 Jun 1622,1578167,730031 Mar 1621,6908597,602031 Dec 1521,2248817,478030 Sep 1520,9961,0087,360030 Jun 1521,5671,3427,2080質の高い収益: 8151は 高品質の収益 を持っています。利益率の向上: 8151の現在の純利益率 (6.9%)は、昨年(2.8%)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: 8151の収益は過去 5 年間で年間1.6%減少しました。成長の加速: 8151の過去 1 年間の収益成長率 ( 179.4% ) は、5 年間の平均 ( 年間-1.6%を上回っています。収益対業界: 8151の過去 1 年間の収益成長率 ( 179.4% ) はElectronic業界13.7%を上回りました。株主資本利益率高いROE: 8151の 自己資本利益率 ( 8.5% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 07:29終値2026/05/22 00:00収益2026/03/31年間収益2025/09/30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TOYO Corporation 1 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。3 アナリスト機関null nullAstris Advisory Japan, K.K.Koichi HariyaIchiyoshi Research Institute Inc.Yoshihiro UjiharaMizuho Securities Co., Ltd.
Reported Earnings • May 15Second quarter 2026 earnings released: EPS: JP¥107 (vs JP¥46.11 in 2Q 2025)Second quarter 2026 results: EPS: JP¥107 (up from JP¥46.11 in 2Q 2025). Revenue: JP¥14.8b (up 33% from 2Q 2025). Net income: JP¥2.31b (up 133% from 2Q 2025). Profit margin: 16% (up from 8.9% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 15First quarter 2026 earnings released: JP¥5.66 loss per share (vs JP¥6.26 loss in 1Q 2025)First quarter 2026 results: JP¥5.66 loss per share (improved from JP¥6.26 loss in 1Q 2025). Revenue: JP¥6.65b (up 6.8% from 1Q 2025). Net loss: JP¥122.0m (loss narrowed 9.3% from 1Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
お知らせ • Dec 25TOYO Corporation to Report Q1, 2026 Results on Feb 13, 2026TOYO Corporation announced that they will report Q1, 2026 results on Feb 13, 2026
Reported Earnings • Nov 15Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥55.52 (down from JP¥113 in FY 2024). Revenue: JP¥32.6b (down 7.1% from FY 2024). Net income: JP¥1.20b (down 53% from FY 2024). Profit margin: 3.7% (down from 7.2% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 31%. Revenue is forecast to grow 17% p.a. on average during the next 2 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 fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Sep 27TOYO Corporation to Report Fiscal Year 2025 Results on Nov 12, 2025TOYO Corporation announced that they will report fiscal year 2025 results on Nov 12, 2025
Reported Earnings • Aug 08Third quarter 2025 earnings released: JP¥11.56 loss per share (vs JP¥7.02 loss in 3Q 2024)Third quarter 2025 results: JP¥11.56 loss per share (further deteriorated from JP¥7.02 loss in 3Q 2024). Revenue: JP¥6.07b (up 9.3% from 3Q 2024). Net loss: JP¥249.0m (loss widened 58% from 3Q 2024). Revenue is forecast to grow 16% 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 1% per year whereas the company’s share price has increased by 5% per year.
Reported Earnings • May 15Second quarter 2026 earnings released: EPS: JP¥107 (vs JP¥46.11 in 2Q 2025)Second quarter 2026 results: EPS: JP¥107 (up from JP¥46.11 in 2Q 2025). Revenue: JP¥14.8b (up 33% from 2Q 2025). Net income: JP¥2.31b (up 133% from 2Q 2025). Profit margin: 16% (up from 8.9% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 10 June 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 15First quarter 2026 earnings released: JP¥5.66 loss per share (vs JP¥6.26 loss in 1Q 2025)First quarter 2026 results: JP¥5.66 loss per share (improved from JP¥6.26 loss in 1Q 2025). Revenue: JP¥6.65b (up 6.8% from 1Q 2025). Net loss: JP¥122.0m (loss narrowed 9.3% from 1Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
お知らせ • Jan 23TOYO Corporation (TSE:8151) agreed to acquire SONICGUARD Co., Ltd. for ¥770 million,TOYO Corporation (TSE:8151) agreed to acquire SONICGUARD Co., Ltd. for ¥770 million on January 22, 2026. A cash consideration of ¥770 million will be paid by TOYO Corporation. As part of consideration, ¥770 million is paid towards common equity of SONICGUARD Co., Ltd. For the period ending November 30, 2025, SONICGUARD Co., Ltd. reported total revenue of ¥1.08 billion and EBIT of ¥209.24 million. As of December 31, 2025, SONICGUARD Co., Ltd. reported total assets of ¥1.25 billion and total common equity of ¥911.21 million. The transaction is subject to approval of offer by Toyota Motor Corporation board. The deal has been approved by the board. The expected completion of the transaction is January 28, 2026.
Declared Dividend • Jan 08Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 30th March 2026 Payment date: 10th June 2026 Dividend yield will be 3.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (124% earnings payout ratio) nor is it covered by cash flows (114% cash payout ratio). The dividend has increased by an average of 8.8% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 38% to bring the payout ratio under control. EPS is expected to grow by 118% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Dec 25TOYO Corporation to Report Q1, 2026 Results on Feb 13, 2026TOYO Corporation announced that they will report Q1, 2026 results on Feb 13, 2026
Reported Earnings • Nov 15Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥55.52 (down from JP¥113 in FY 2024). Revenue: JP¥32.6b (down 7.1% from FY 2024). Net income: JP¥1.20b (down 53% from FY 2024). Profit margin: 3.7% (down from 7.2% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 31%. Revenue is forecast to grow 17% p.a. on average during the next 2 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 fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Nov 12+ 4 more updatesTOYO Corporation, Annual General Meeting, Dec 19, 2025TOYO Corporation, Annual General Meeting, Dec 19, 2025.
Buy Or Sell Opportunity • Oct 29Now 21% undervaluedOver the last 90 days, the stock has risen 6.3% to JP¥1,628. The fair value is estimated to be JP¥2,061, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 267% in the next 2 years.
Buy Or Sell Opportunity • Oct 10Now 22% undervaluedOver the last 90 days, the stock has risen 8.4% to JP¥1,628. The fair value is estimated to be JP¥2,075, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 267% in the next 2 years.
お知らせ • Sep 27TOYO Corporation to Report Fiscal Year 2025 Results on Nov 12, 2025TOYO Corporation announced that they will report fiscal year 2025 results on Nov 12, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥39.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 23 December 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Reported Earnings • Aug 08Third quarter 2025 earnings released: JP¥11.56 loss per share (vs JP¥7.02 loss in 3Q 2024)Third quarter 2025 results: JP¥11.56 loss per share (further deteriorated from JP¥7.02 loss in 3Q 2024). Revenue: JP¥6.07b (up 9.3% from 3Q 2024). Net loss: JP¥249.0m (loss widened 58% from 3Q 2024). Revenue is forecast to grow 16% 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 1% per year whereas the company’s share price has increased by 5% per year.
お知らせ • Jun 27TOYO Corporation to Report Q3, 2025 Results on Aug 06, 2025TOYO Corporation announced that they will report Q3, 2025 results on Aug 06, 2025
Declared Dividend • Jun 11First half dividend of JP¥39.00 announcedShareholders will receive a dividend of JP¥39.00. Ex-date: 29th September 2025 Payment date: 23rd December 2025 Dividend yield will be 4.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (177% earnings payout ratio). However, it is well covered by cash flows (42% cash payout ratio). The dividend has increased by an average of 6.7% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 97% to bring the payout ratio under control. EPS is expected to grow by 187% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
分析記事 • May 21Some May Be Optimistic About TOYO's (TSE:8151) EarningsThe market for TOYO Corporation's ( TSE:8151 ) shares didn't move much after it posted weak earnings recently. Our...
Reported Earnings • May 19Second quarter 2025 earnings released: EPS: JP¥46.11 (vs JP¥81.28 in 2Q 2024)Second quarter 2025 results: EPS: JP¥46.11 (down from JP¥81.28 in 2Q 2024). Revenue: JP¥11.2b (down 17% from 2Q 2024). Net income: JP¥992.4m (down 46% from 2Q 2024). Profit margin: 8.9% (down from 14% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% 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 8% per year whereas the company’s share price has increased by 10% per year.
分析記事 • Apr 15Here's Why TOYO (TSE:8151) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Mar 26TOYO's (TSE:8151) Dividend Will Be ¥30.00TOYO Corporation ( TSE:8151 ) will pay a dividend of ¥30.00 on the 11th of June. This will take the dividend yield to...
お知らせ • Mar 26TOYO Corporation to Report Q2, 2025 Results on May 14, 2025TOYO Corporation announced that they will report Q2, 2025 results on May 14, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 11 June 2025. Payout ratio is on the higher end at 87%, however this is supported by cash flows. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
分析記事 • Feb 17TOYO (TSE:8151) Is Due To Pay A Dividend Of ¥30.00TOYO Corporation's ( TSE:8151 ) investors are due to receive a payment of ¥30.00 per share on 11th of June. This makes...
Reported Earnings • Feb 14First quarter 2025 earnings released: JP¥6.26 loss per share (vs JP¥29.39 profit in 1Q 2024)First quarter 2025 results: JP¥6.26 loss per share (down from JP¥29.39 profit in 1Q 2024). Revenue: JP¥6.22b (down 10% from 1Q 2024). Net loss: JP¥134.4m (down 121% from profit in 1Q 2024). Revenue is forecast to grow 10% 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 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Feb 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥1,380. The fair value is estimated to be JP¥1,750, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.
分析記事 • Jan 20TOYO (TSE:8151) Has Announced A Dividend Of ¥30.00TOYO Corporation ( TSE:8151 ) will pay a dividend of ¥30.00 on the 11th of June. This will take the dividend yield to...
お知らせ • Jan 17TOYO Corporation to Report Q1, 2025 Results on Feb 12, 2025TOYO Corporation announced that they will report Q1, 2025 results on Feb 12, 2025
Buy Or Sell Opportunity • Jan 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥1,397. The fair value is estimated to be JP¥1,753, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.
分析記事 • Jan 06TOYO (TSE:8151) Is Due To Pay A Dividend Of ¥30.00TOYO Corporation ( TSE:8151 ) has announced that it will pay a dividend of ¥30.00 per share on the 11th of June. This...
Declared Dividend • Jan 06Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 28th March 2025 Payment date: 11th June 2025 Dividend yield will be 5.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (69% cash payout ratio). The dividend has increased by an average of 7.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Dec 28Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥113 (up from JP¥67.49 in FY 2023). Revenue: JP¥35.0b (up 24% from FY 2023). Net income: JP¥2.52b (up 64% from FY 2023). Profit margin: 7.2% (up from 5.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 1.5%. Revenue is forecast to grow 8.2% 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 20% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Dec 16Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥1,402. The fair value is estimated to be JP¥1,756, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.
Reported Earnings • Nov 19Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥113 (up from JP¥67.49 in FY 2023). Revenue: JP¥35.0b (up 24% from FY 2023). Net income: JP¥2.52b (up 65% from FY 2023). Profit margin: 7.2% (up from 5.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 1.5%. Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 14TOYO Corporation, Annual General Meeting, Dec 20, 2024TOYO Corporation, Annual General Meeting, Dec 20, 2024.
お知らせ • Nov 13TOYO Corporation Resolves to Pay Fiscal Year End Dividend for the Fiscal Year Ending September 30, 2024, Payable on December 23, 2024TOYO Corporation at its board meeting held on November 13, 2024 resolved to pay fiscal year end dividend of surplus with a record date of September 30, 2024 for the Fiscal Year Ending September 30, 2024. Dividend per share is ¥43.00. Effective date is December 23, 2024. Dividends of surplus will be distributed following a resolution at the 72nd Ordinary General Meeting of Shareholders scheduled to be held on December 20, 2024.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥42.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 23 December 2024. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).
Reported Earnings • Aug 12Third quarter 2024 earnings released: JP¥7.02 loss per share (vs JP¥7.86 loss in 3Q 2023)Third quarter 2024 results: JP¥7.02 loss per share (improved from JP¥7.86 loss in 3Q 2023). Revenue: JP¥5.55b (down 2.1% from 3Q 2023). Net loss: JP¥157.3m (loss narrowed 11% from 3Q 2023). Revenue is forecast to grow 6.1% 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 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 10TOYO Corporation (TSE:8151) announces an Equity Buyback for 1,200,000 shares, representing 5.35% for ¥1,500 million.Kpp Group Holdings Co., Ltd. (TSE:9274) announces a share repurchase program. Under the program, the company will repurchase 1,200,000 shares, representing 5.35% of the outstanding shares for ¥1,500 million. The purpose of the program is to enhance shareholder returns, to improve capital efficiency, to implement flexible capital management in response to changes in the business environment. The program will run until July 31, 2025. As of July 31, 2024, the company had 22,416,135 shares outstanding and 3,668,865 shares in treasury.
分析記事 • Aug 09TOYO's (TSE:8151) Upcoming Dividend Will Be Larger Than Last Year'sTOYO Corporation ( TSE:8151 ) will increase its dividend from last year's comparable payment on the 23rd of December to...
Buy Or Sell Opportunity • Aug 08Now 31% overvalued after recent price riseOver the last 90 days, the stock has risen 4.4% to JP¥1,565. The fair value is estimated to be JP¥1,192, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to decline by 1.1% in the next 2 years.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,273, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥836 per share.
分析記事 • Jul 22TOYO (TSE:8151) Will Pay A Larger Dividend Than Last Year At ¥37.00The board of TOYO Corporation ( TSE:8151 ) has announced that it will be paying its dividend of ¥37.00 on the 23rd of...
分析記事 • Jun 29TOYO (TSE:8151) Is Increasing Its Dividend To ¥37.00The board of TOYO Corporation ( TSE:8151 ) has announced that it will be paying its dividend of ¥37.00 on the 23rd of...
お知らせ • Jun 29TOYO Corporation to Report Q3, 2024 Results on Aug 07, 2024TOYO Corporation announced that they will report Q3, 2024 results on Aug 07, 2024
分析記事 • May 22Additional Considerations Required While Assessing TOYO's (TSE:8151) Strong EarningsDespite posting some strong earnings, the market for TOYO Corporation's ( TSE:8151 ) stock hasn't moved much. Our...
分析記事 • May 21TOYO's (TSE:8151) Upcoming Dividend Will Be Larger Than Last Year'sTOYO Corporation ( TSE:8151 ) has announced that it will be increasing its dividend from last year's comparable payment...
New Risk • May 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
Declared Dividend • May 17Dividend of JP¥37.00 announcedShareholders will receive a dividend of JP¥37.00. Ex-date: 27th September 2024 Payment date: 23rd December 2024 Dividend yield will be 4.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (51% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 16TOYO Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2024TOYO Corporation revised consolidated earnings guidance for the fiscal year ending September 30, 2024. For the year, the company expects net sales to be JPY 34,500 million against JPY 32,000 million forecasted earlier, operating profit to be JPY 3,350 million against JPY 3,000 million forecasted earlier, profit attributed to owners of parent to be JPY 2,500 million against JPY 2,300 million forecasted earlier and basic earnings per share to be JPY 111.53 against JPY 102.91 forecasted earlier.
お知らせ • Apr 05TOYO Corporation to Report Q2, 2024 Results on May 15, 2024TOYO Corporation announced that they will report Q2, 2024 results on May 15, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 June 2024. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).
分析記事 • Feb 26TOYO (TSE:8151) Will Pay A Dividend Of ¥25.00The board of TOYO Corporation ( TSE:8151 ) has announced that it will pay a dividend of ¥25.00 per share on the 10th of...
Reported Earnings • Feb 16First quarter 2024 earnings released: EPS: JP¥29.39 (vs JP¥8.06 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥29.39 (up from JP¥8.06 loss in 1Q 2023). Revenue: JP¥6.94b (up 26% from 1Q 2023). Net income: JP¥657.0m (up JP¥844.0m from 1Q 2023). Profit margin: 9.5% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 21TOYO Corporation to Report Q1, 2024 Results on Feb 14, 2024TOYO Corporation announced that they will report Q1, 2024 results on Feb 14, 2024
Reported Earnings • Dec 28Full year 2023 earnings released: EPS: JP¥67.49 (vs JP¥81.12 in FY 2022)Full year 2023 results: EPS: JP¥67.49 (down from JP¥81.12 in FY 2022). Revenue: JP¥28.2b (up 6.3% from FY 2022). Net income: JP¥1.53b (down 20% from FY 2022). Profit margin: 5.4% (down from 7.2% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Dec 01TOYO Corporation (TSE:8151) acquired Rototest International AB.TOYO Corporation (TSE:8151) acquired Rototest International AB on November 30, 2023.TOYO Corporation (TSE:8151) completed the acquisition of Rototest International AB on November 30, 2023.
お知らせ • Nov 11TOYO Corporation, Annual General Meeting, Dec 21, 2023TOYO Corporation, Annual General Meeting, Dec 21, 2023.
Reported Earnings • Nov 09Full year 2023 earnings released: EPS: JP¥67.49 (vs JP¥81.12 in FY 2022)Full year 2023 results: EPS: JP¥67.49 (down from JP¥81.12 in FY 2022). Revenue: JP¥28.2b (up 6.3% from FY 2022). Net income: JP¥1.53b (down 20% from FY 2022). Profit margin: 5.4% (down from 7.2% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Sep 28TOYO Corporation to Report Fiscal Year 2023 Results on Nov 08, 2023TOYO Corporation announced that they will report fiscal year 2023 results on Nov 08, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥32.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 25 December 2023. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
Reported Earnings • Aug 10Third quarter 2023 earnings released: JP¥7.86 loss per share (vs JP¥5.57 loss in 3Q 2022)Third quarter 2023 results: JP¥7.86 loss per share (further deteriorated from JP¥5.57 loss in 3Q 2022). Revenue: JP¥5.67b (up 14% from 3Q 2022). Net loss: JP¥177.0m (loss widened 34% from 3Q 2022). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 24TOYO Corporation to Report Q3, 2023 Results on Aug 09, 2023TOYO Corporation announced that they will report Q3, 2023 results on Aug 09, 2023
Reported Earnings • May 12Second quarter 2023 earnings released: EPS: JP¥58.04 (vs JP¥50.33 in 2Q 2022)Second quarter 2023 results: EPS: JP¥58.04 (up from JP¥50.33 in 2Q 2022). Revenue: JP¥9.97b (up 18% from 2Q 2022). Net income: JP¥1.33b (up 11% from 2Q 2022). Profit margin: 13% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 10% per year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 07 June 2023. Payout ratio is on the higher end at 89% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 12First quarter 2023 earnings released: JP¥8.06 loss per share (vs JP¥17.00 profit in 1Q 2022)First quarter 2023 results: JP¥8.06 loss per share (down from JP¥17.00 profit in 1Q 2022). Revenue: JP¥5.51b (flat on 1Q 2022). Net loss: JP¥187.0m (down 147% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Jan 12TOYO Corporation to Report Q1, 2023 Results on Feb 08, 2023TOYO Corporation announced that they will report Q1, 2023 results on Feb 08, 2023
Reported Earnings • Dec 28Full year 2022 earnings released: EPS: JP¥81.12 (vs JP¥70.93 in FY 2021)Full year 2022 results: EPS: JP¥81.12 (up from JP¥70.93 in FY 2021). Revenue: JP¥26.5b (up 13% from FY 2021). Net income: JP¥1.92b (up 11% from FY 2021). Profit margin: 7.2% (down from 7.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 2 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Outside Director Nobuyoshi Akiyama was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 11Full year 2022 earnings released: EPS: JP¥81.12 (vs JP¥70.93 in FY 2021)Full year 2022 results: EPS: JP¥81.12 (up from JP¥70.93 in FY 2021). Revenue: JP¥26.5b (up 13% from FY 2021). Net income: JP¥1.92b (up 11% from FY 2021). Profit margin: 7.2% (down from 7.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 5% 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: 26 December 2022. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
Reported Earnings • Aug 12Third quarter 2022 earnings released: JP¥5.57 loss per share (vs JP¥4.88 profit in 3Q 2021)Third quarter 2022 results: JP¥5.57 loss per share (down from JP¥4.88 profit in 3Q 2021). Revenue: JP¥4.96b (down 1.3% from 3Q 2021). Net loss: JP¥132.0m (down 210% from profit in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 13Second quarter 2022 earnings released: EPS: JP¥50.33 (vs JP¥46.87 in 2Q 2021)Second quarter 2022 results: EPS: JP¥50.33 (up from JP¥46.87 in 2Q 2021). Revenue: JP¥8.45b (down 2.8% from 2Q 2021). Net income: JP¥1.19b (up 3.4% from 2Q 2021). Profit margin: 14% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 2 highly experienced directors. 2 independent directors (6 non-independent directors). Independent Outside Director Nobuyoshi Akiyama was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 08 June 2022. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
Reported Earnings • Feb 10First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥17.00 (up from JP¥9.59 in 1Q 2021). Revenue: JP¥5.56b (up 27% from 1Q 2021). Net income: JP¥402.0m (up 71% from 1Q 2021). Profit margin: 7.2% (up from 5.4% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 04Full year 2021 earnings released: EPS JP¥70.93 (vs JP¥58.71 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥23.5b (up 1.8% from FY 2020). Net income: JP¥1.73b (up 21% from FY 2020). Profit margin: 7.4% (up from 6.2% in FY 2020). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 25 December 2021. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.0%).
Reported Earnings • Aug 06Third quarter 2021 earnings released: EPS JP¥4.88 (vs JP¥9.84 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥5.02b (up 17% from 3Q 2020). Net income: JP¥120.0m (up JP¥361.0m from 3Q 2020). Profit margin: 2.4% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 12Second quarter 2021 earnings released: EPS JP¥46.87 (vs JP¥49.57 in 2Q 2020)The company reported a soft second quarter result with weaker earnings, although revenues and profit margins were flat. Second quarter 2021 results: Revenue: JP¥8.70b (flat on 2Q 2020). Net income: JP¥1.15b (down 5.0% from 2Q 2020). Profit margin: 13% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 03 June 2021. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).
Is New 90 Day High Low • Feb 26New 90-day low: JP¥1,053The company is down 4.0% from its price of JP¥1,092 on 27 November 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 6.0% over the same period.
Reported Earnings • Feb 10First quarter 2021 earnings released: EPS JP¥9.59 (vs JP¥1.63 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: JP¥4.37b (flat on 1Q 2020). Net income: JP¥235.0m (up JP¥275.0m from 1Q 2020). Profit margin: 5.4% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Jan 12New 90-day high: JP¥1,206The company is up 21% from its price of JP¥997 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Electronic industry, which is also up 21% over the same period.
Is New 90 Day High Low • Dec 28New 90-day high: JP¥1,156The company is up 14% from its price of JP¥1,015 on 29 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 16% over the same period.
Is New 90 Day High Low • Dec 10New 90-day high: JP¥1,123The company is up 15% from its price of JP¥974 on 11 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 18% over the same period.