KDDI Corporation

TSE:9433 株式レポート

時価総額：JP¥9.7t

KDDI 過去の業績

過去 基準チェック /36

KDDIの収益は年間平均-0.1%の割合で減少していますが、 Wireless Telecom業界の収益は年間 増加しています。収益は年間4.6% 2.4%割合で 増加しています。 KDDIの自己資本利益率は14%であり、純利益率は11.4%です。

主要情報

-0.15%

収益成長率

3.19%

EPS成長率

Wireless Telecom 業界の成長4.58%
収益成長率2.45%
株主資本利益率14.02%
ネット・マージン11.37%
次回の業績アップデート12 May 2026

最近の業績更新

Recent updates

9433: Subsidiary Misconduct Restatement And Earnings Delay Will Face Steady Outlook

Analysts have adjusted their view on KDDI with a revised price target of ¥2,801. This reflects updated assumptions around slightly higher revenue growth, a steady profit margin, and future P/E outlook.

9433: Subsidiary Misconduct Restatement And Earnings Delay Will Meet Stable Outlook

Analysts have slightly reduced their fair value estimate for KDDI from ¥2,812.38 to ¥2,801.46, attributing this to modest adjustments in assumptions regarding revenue growth, profit margins, and forward P/E levels. What's in the News KDDI revised consolidated earnings guidance for the year ending March 31, 2026, now expecting operating revenue of ¥6,060b, operating income of ¥1,090b, profit attributable to owners of the parent of ¥698b, and basic EPS of ¥181.23, compared with previous guidance of ¥6,330b, ¥1,178b, ¥748b, and ¥194.38 respectively, reflecting confirmed inappropriate transactions at BIGLOBE and G PLAN and related accounting impacts (Key Developments).

9433: Earnings Delay And Subsidiary Probe Will Face Steady Fundamentals

Analysts have maintained their price target for KDDI at ¥2,812, reflecting unchanged assumptions regarding fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News KDDI postponed the disclosure of its earnings report for the third quarter of the fiscal year ending March 2026.

9433: Prolonged Subsidiary Probe Will Meet Steady Margins And Business Realignment

Analysts have maintained their KDDI fair value estimate at ¥2,812 per share, with only small adjustments to revenue growth, profit margin and future P/E assumptions. As a result, the overall price target framework remains effectively unchanged.

9433: Probes And Business Reshaping Will Meet Steady Margins And Capital Returns

Analysts have nudged their price target on KDDI slightly higher to ¥2,812 per share, citing relatively steady assumptions for the discount rate, modest tweaks to revenue growth and profit margin expectations, and a small adjustment in the future P/E input behind their models. What's in the News KDDI postponed the disclosure of its earnings report for the third quarter of the fiscal year ending March 2026.

KDDI's (TSE:9433) Returns Have Hit A Wall

Feb 12
KDDI's (TSE:9433) Returns Have Hit A Wall

9433: Future Margins And Capital Returns Will Steady Probes And Business Reshaping

The latest analyst price target for KDDI remains at ¥2,812, with analysts citing slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E that largely offset one another in their valuation work. What's in the News KDDI postponed the disclosure of its earnings report for the third quarter of the fiscal year ending March 2026.

9433: Future Margins And Capital Returns Will Balance Probes And Business Reshaping

Analysts have nudged their price target on KDDI higher to ¥2,812 from ¥2,794, citing small adjustments to fair value estimates, revenue growth assumptions, profit margins, and future P/E expectations. What's in the News Board meeting scheduled for January 14, 2026 to review suspicions of inappropriate transactions at consolidated subsidiaries and to establish a Special Investigation Committee (company announcement).

9433: Future Margins And Capital Returns Will Reflect Stable Fair Value Outlook

Analysts now place their price target for KDDI at ¥2,794, up from ¥2,725. This reflects updated fair value estimates and slight adjustments to projected growth, margins, and future P/E assumptions.

9433: Future Margins And Capital Returns Will Balance Regulatory And Operational Risks

Analysts have raised their price target on KDDI slightly to approximately ¥2,725 from about ¥2,716, reflecting modestly improved expectations for revenue growth, profit margins, and future valuation multiples. What's in the News KDDI's board will meet on December 12, 2025, to approve the transfer of its bulk power purchasing service business for condominiums to Next Power Co., Ltd., a subsidiary of Kansai Electric Power, via an absorption-type company split (company filing).

KDDI Corporation (TSE:9433) Shares Could Be 33% Below Their Intrinsic Value Estimate

Dec 12
KDDI Corporation (TSE:9433) Shares Could Be 33% Below Their Intrinsic Value Estimate

9433: Future Margins And Share Buyback Activity Will Balance Key Risks

Analysts have raised their price target for KDDI from ¥2,688 to ¥2,716, reflecting incremental improvements in projected profit margins even though revenue growth expectations have been slightly tempered. What's in the News KDDI announced a dividend of JPY 40.00 per share for the second quarter-end of the year ending March 31, 2026.

Earnings Beat: KDDI Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Nov 10
Earnings Beat: KDDI Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Here's Why KDDI (TSE:9433) Can Manage Its Debt Responsibly

Oct 14
Here's Why KDDI (TSE:9433) Can Manage Its Debt Responsibly

Telecom And Fintech Integration Will Foster Sustainable Value

KDDI's future P/E multiple has increased modestly while revenue growth forecasts are stable, resulting in the consensus Analyst Price Target remaining unchanged at ¥2688. What's in the News KDDI is collaborating with HPE to open the Osaka Sakai Data Center by early 2026, providing advanced NVIDIA-based AI infrastructure and hybrid cooling technology to support AI development for startups and enterprises.

Here's What's Concerning About KDDI's (TSE:9433) Returns On Capital

Sep 05
Here's What's Concerning About KDDI's (TSE:9433) Returns On Capital

Earnings Miss: KDDI Corporation Missed EPS By 8.1% And Analysts Are Revising Their Forecasts

Aug 05
Earnings Miss: KDDI Corporation Missed EPS By 8.1% And Analysts Are Revising Their Forecasts

Earnings Not Telling The Story For KDDI Corporation (TSE:9433)

Jul 02
Earnings Not Telling The Story For KDDI Corporation (TSE:9433)

Is KDDI Corporation (TSE:9433) Trading At A 43% Discount?

Jun 17
Is KDDI Corporation (TSE:9433) Trading At A 43% Discount?

Is KDDI (TSE:9433) A Risky Investment?

Jun 02
Is KDDI (TSE:9433) A Risky Investment?

The KDDI Corporation (TSE:9433) Full-Year Results Are Out And Analysts Have Published New Forecasts

May 18
The KDDI Corporation (TSE:9433) Full-Year Results Are Out And Analysts Have Published New Forecasts

Returns On Capital Signal Tricky Times Ahead For KDDI (TSE:9433)

May 12
Returns On Capital Signal Tricky Times Ahead For KDDI (TSE:9433)
User avatar

Calculated Expansion In Drones And Starlink Drives Revenue Growth While Overcoming Competitive Challenges

Strategic initiatives in drones, Starlink, and DX Business Services are likely to boost future revenue and earnings through market expansion and technological integration.

収支内訳

KDDI 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:9433 収益、費用、利益 ( )JPY Millions
日付収益収益G+A経費研究開発費
31 Dec 255,998,782681,9531,474,4430
30 Sep 255,930,210675,4041,455,0880
30 Jun 255,965,143679,8501,437,0130
31 Mar 255,835,525655,4161,429,4650
31 Dec 245,852,711628,8711,538,5510
30 Sep 245,779,769574,6621,565,8760
30 Jun 245,757,471597,1651,555,6040
31 Mar 245,699,724600,2811,543,7740
31 Dec 235,667,110657,6411,419,8110
30 Sep 235,630,463660,8821,418,5890
30 Jun 235,594,457633,1351,433,6980
31 Mar 235,630,024649,7471,427,4370
31 Dec 225,615,775650,6331,427,8190
30 Sep 225,562,383665,3951,429,2650
30 Jun 225,498,120674,3931,417,3330
31 Mar 225,446,708672,4861,422,5390
31 Dec 215,424,759619,7481,430,9090
30 Sep 215,400,564640,0661,408,3930
30 Jun 215,370,184659,0621,387,9160
31 Mar 215,312,599651,4961,364,2340
31 Dec 205,258,420657,6171,340,5530
30 Sep 205,209,960665,1211,317,1300
30 Jun 205,233,799659,5381,303,6000
31 Mar 205,237,221639,7671,299,5040
31 Dec 195,211,270642,7741,278,8560
30 Sep 195,182,541619,7371,249,5190
30 Jun 195,104,738601,5561,231,3470
31 Mar 195,080,353617,6691,210,4700
31 Dec 185,053,565587,7411,232,9240
30 Sep 185,088,177588,5611,257,0790
30 Jun 185,065,028577,7201,269,4440
31 Mar 185,041,978572,5281,271,2150
31 Dec 174,986,112565,8181,252,0510
30 Sep 174,862,748549,9541,221,0730
30 Jun 174,816,472553,0271,200,2210
31 Mar 174,748,259546,6581,173,5620
31 Dec 164,689,323557,3771,149,9620
30 Sep 164,615,961543,1541,137,5240
30 Jun 164,550,011517,6211,125,1560
31 Mar 164,466,135494,4651,106,7980
31 Dec 154,520,249485,446795,3760
30 Sep 154,592,962474,006521,9410
30 Jun 154,599,168458,366247,8570

質の高い収益: 9433は 高品質の収益 を持っています。

利益率の向上: 9433の現在の純利益率 (11.4%)は、昨年(10.7%)よりも高くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: 9433の収益は過去 5 年間で年間0.1%減少しました。

成長の加速: 9433の過去 1 年間の収益成長率 ( 8.4% ) は、5 年間の平均 ( 年間-0.1%を上回っています。

収益対業界: 9433の過去 1 年間の収益成長率 ( 8.4% ) Wireless Telecom業界16.5%を上回りませんでした。

株主資本利益率

高いROE: 9433の 自己資本利益率 ( 14% ) 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

7D

1Y

7D

1Y

7D

1Y

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2026/05/02 23:18
終値2026/05/01 00:00
収益2025/12/31
年間収益2025/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

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

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

分析モデルとスノーフレーク

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。

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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

KDDI Corporation 13 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。30

アナリスト機関
Tetsuro TsusakaBarclays
Yuki KanekoBofA Global Research
Keiichi YoneshimaCitigroup Inc