View Future GrowthKeyence 過去の業績過去 基準チェック /56Keyenceは、平均年間11.1%の収益成長を遂げていますが、 Electronic業界の収益は、年間 成長しています。収益は、平均年間4.7% 12.2%収益成長率で 成長しています。 Keyenceの自己資本利益率は12.8%であり、純利益率は38.1%です。主要情報11.05%収益成長率11.05%EPS成長率Electronic 業界の成長12.91%収益成長率12.15%株主資本利益率12.82%ネット・マージン38.07%前回の決算情報20 Mar 2026最近の業績更新お知らせ • Apr 21Keyence Corporation to Report Fiscal Year 2026 Results on Apr 24, 2026Keyence Corporation announced that they will report fiscal year 2026 results on Apr 24, 2026お知らせ • Dec 26Keyence Corporation to Report Q3, 2026 Results on Jan 29, 2026Keyence Corporation announced that they will report Q3, 2026 results on Jan 29, 2026Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: JP¥445 (vs JP¥397 in 2Q 2025)Second quarter 2026 results: EPS: JP¥445 (up from JP¥397 in 2Q 2025). Revenue: JP¥284.2b (up 5.9% from 2Q 2025). Net income: JP¥107.8b (up 12% from 2Q 2025). Profit margin: 38% (up from 36% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Electronic industry.お知らせ • Sep 27Keyence Corporation to Report Q2, 2026 Results on Oct 29, 2025Keyence Corporation announced that they will report Q2, 2026 results on Oct 29, 2025お知らせ • Jul 02Keyence Corporation to Report Q1, 2026 Results on Jul 29, 2025Keyence Corporation announced that they will report Q1, 2026 results on Jul 29, 2025お知らせ • Mar 28Keyence Corporation to Report Fiscal Year 2025 Results on Apr 25, 2025Keyence Corporation announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Apr 25, 2025すべての更新を表示Recent updatesBoard Change • May 14Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Michifumi Yoshioka was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 25Keyence Corporation, Annual General Meeting, Jun 12, 2026Keyence Corporation, Annual General Meeting, Jun 12, 2026.お知らせ • Apr 21Keyence Corporation to Report Fiscal Year 2026 Results on Apr 24, 2026Keyence Corporation announced that they will report fiscal year 2026 results on Apr 24, 2026Board Change • Mar 25Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Michifumi Yoshioka was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Jan 14Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Michifumi Yoshioka was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Dec 26Keyence Corporation to Report Q3, 2026 Results on Jan 29, 2026Keyence Corporation announced that they will report Q3, 2026 results on Jan 29, 2026Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: JP¥445 (vs JP¥397 in 2Q 2025)Second quarter 2026 results: EPS: JP¥445 (up from JP¥397 in 2Q 2025). Revenue: JP¥284.2b (up 5.9% from 2Q 2025). Net income: JP¥107.8b (up 12% from 2Q 2025). Profit margin: 38% (up from 36% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Electronic industry.お知らせ • Oct 29+ 2 more updatesKeyence Corporation Announces Interim Dividend for the Fiscal Year Ending March 20, 2026, Payable on November 25, 2025; Revises Year-End Dividend Forecasts for the Fiscal Year Ending March 20, 2026Keyence Corporation announced that the Company resolved, at the Board of Director's Meeting held on October 29, 2025 to approve a dividend from surplus (interim dividend) of JPY 275 per share for the fiscal year ending March 20, 2026 with a record date of September 20, 2025 and effective date is November 25, 2025. The company revised year-end dividend forecasts for the fiscal year ending March 20, 2026. For the year-end, the company expects to pay dividend of JPY 275 per share. Reason for the change: The Company has adopted a basic policy of maintaining stable dividend payments while securing the internal reserves necessary for future business development and strengthening its financial foundation. At the same time, the Company strives to enhance shareholder returns and improve capital efficiency. In accordance with this policy, and based on the steady growth of its stable earnings base, the Board of Directors resolved at its meeting held on October 29, 2025 to increase the dividend.Board Change • Oct 23Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Michifumi Yoshioka was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Sep 27Keyence Corporation to Report Q2, 2026 Results on Oct 29, 2025Keyence Corporation announced that they will report Q2, 2026 results on Oct 29, 2025Board Change • Sep 24Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Michifumi Yoshioka was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Sep 01Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Michifumi Yoshioka was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Jul 31Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Michifumi Yoshioka was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Declared Dividend • Jul 31Dividend of JP¥150 announcedShareholders will receive a dividend of JP¥150. Ex-date: 18th September 2025 Payment date: 25th November 2025 Dividend yield will be 2.5%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 21%. Cash payout ratio: 21%.お知らせ • Jul 02Keyence Corporation to Report Q1, 2026 Results on Jul 29, 2025Keyence Corporation announced that they will report Q1, 2026 results on Jul 29, 2025お知らせ • May 21Keyence Corporation (TSE:6861) acquired Cadenas Technologies Ag.Keyence Corporation (TSE:6861) acquired Cadenas Technologies Ag on May 20, 2025. Keyence Corporation (TSE:6861) completed the acquisition of Cadenas Technologies Ag on May 20, 2025.お知らせ • Apr 25Keyence Corporation, Annual General Meeting, Jun 13, 2025Keyence Corporation, Annual General Meeting, Jun 13, 2025.お知らせ • Mar 28Keyence Corporation to Report Fiscal Year 2025 Results on Apr 25, 2025Keyence Corporation announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Apr 25, 2025Board Change • Feb 14Less 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. 10 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Director Akinori Yamamoto was the last director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Jan 31Keyence Corporation Provides Dividend Guidance for the Fiscal Year Ending March 20, 2025Keyence Corporation provided dividend guidance for the fiscal year ending March 20, 2025. For the year, the company expects dividend of JPY 175.00 per share against JPY 150.00 per share.お知らせ • Jan 03Keyence Corporation to Report Q3, 2025 Results on Jan 31, 2025Keyence Corporation announced that they will report Q3, 2025 results on Jan 31, 2025お知らせ • Oct 29+ 1 more updateKeyence Corporation Revises Dividend Guidance for the Year Ending March 20, 2025; Announces Interim Dividend for the End of Second Quarter Ended September 20, 2024Keyence Corporation revised dividend guidance for the year ending March 20, 2025. For the year, the company expects dividend of JPY 175 per share compared to previous guidance of JPY 150 per share. The company announced interim dividend of JPY 175 per share for the end of second quarter ended September 20, 2024 against JPY 150 per share a year ago.お知らせ • Sep 28Keyence Corporation to Report Q2, 2025 Results on Oct 29, 2024Keyence Corporation announced that they will report Q2, 2025 results on Oct 29, 2024お知らせ • Jun 30Keyence Corporation to Report Q1, 2025 Results on Jul 26, 2024Keyence Corporation announced that they will report Q1, 2025 results on Jul 26, 2024Reported Earnings • Jun 19Full year 2024 earnings released: EPS: JP¥1,524 (vs JP¥1,497 in FY 2023)Full year 2024 results: EPS: JP¥1,524 (up from JP¥1,497 in FY 2023). Revenue: JP¥967.3b (up 4.9% from FY 2023). Net income: JP¥369.6b (up 1.8% from FY 2023). Profit margin: 38% (down from 39% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Electronic industry. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Board Change • Jun 11Less 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. 10 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Director Akinori Yamamoto was the last director to join the board, commencing their role in 2010. 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 • Apr 28Full year 2024 earnings released: EPS: JP¥1,524 (vs JP¥1,497 in FY 2023)Full year 2024 results: EPS: JP¥1,524 (up from JP¥1,497 in FY 2023). Revenue: JP¥967.3b (up 4.9% from FY 2023). Net income: JP¥369.6b (up 1.8% from FY 2023). Profit margin: 38% (down from 39% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Electronic industry. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Apr 26Keyence Corporation, Annual General Meeting, Jun 14, 2024Keyence Corporation, Annual General Meeting, Jun 14, 2024.Board Change • Apr 19Less 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. 10 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Director Akinori Yamamoto was the last director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Mar 31Keyence Corporation to Report Fiscal Year 2024 Results on Apr 25, 2024Keyence Corporation announced that they will report fiscal year 2024 results on Apr 25, 2024Board Change • Feb 20Less 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. 10 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Director Akinori Yamamoto was the last director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Feb 02Keyence Corporation Provides Dividend Guidance for the Fiscal Year Ending March 20, 2024Keyence Corporation provided dividend guidance for the fiscal year ending March 20, 2024. For the year, the company expects dividend of JPY 150.00 per share against JPY 150.00 per share paid a year ago.Board Change • Jan 05Less 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. 10 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Director Akinori Yamamoto was the last director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Dec 29Keyence Corporation to Report Q3, 2024 Results on Feb 02, 2024Keyence Corporation announced that they will report Q3, 2024 results on Feb 02, 2024お知らせ • Oct 29Keyence Corporation Declares Dividend for the Second Quarter of Fiscal Year Ending September 20, 2023, Payable on November 20, 2023; Provides Dividend Guidance for the Fiscal Year Ended March 20, 2024Keyence Corporation declares dividend for the second quarter of fiscal year ending September 20, 2023. The company declared dividend of JPY 150.00 against JPY 150.00 paid a year ago, payable on November 20, 2023.For the full year ending March 20, 2024, the company expects JPY 150.00 against JPY 150.00 paid a year ago.Reported Earnings • Oct 29Second quarter 2024 earnings released: EPS: JP¥387 (vs JP¥417 in 2Q 2023)Second quarter 2024 results: EPS: JP¥387 (down from JP¥417 in 2Q 2023). Revenue: JP¥243.8b (down 3.2% from 2Q 2023). Net income: JP¥93.9b (down 7.0% from 2Q 2023). Profit margin: 39% (down from 40% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Board Change • Oct 20Less 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. 10 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Director Akinori Yamamoto was the last director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Oct 01Keyence Corporation to Report Q2, 2024 Results on Oct 27, 2023Keyence Corporation announced that they will report Q2, 2024 results on Oct 27, 2023お知らせ • Jul 29Keyence Corporation Provides Dividend Forecast for the Year Ended March 20, 2024Keyence Corporation provided dividend forecast of JPY 150 per share for the year ended March 20, 2024 compared to paid dividend of JPY 150 per share a year ago.Reported Earnings • Jun 18Full year 2023 earnings released: EPS: JP¥1,497 (vs JP¥1,251 in FY 2022)Full year 2023 results: EPS: JP¥1,497 (up from JP¥1,251 in FY 2022). Revenue: JP¥922.4b (up 22% from FY 2022). Net income: JP¥363.0b (up 20% from FY 2022). Profit margin: 39% (in line with FY 2022). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Electronic industry. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Board Change • Jun 09Less 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. 3 highly experienced directors. 3 independent directors (6 non-independent directors). Director Masayuki Miki was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Apr 11Less 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. 3 highly experienced directors. 3 independent directors (6 non-independent directors). Director Masayuki Miki was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Mar 17Less 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. 3 highly experienced directors. 3 independent directors (6 non-independent directors). Director Masayuki Miki was the last director to join the board, commencing their role in 2014. 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 • Feb 03Third quarter 2023 earnings released: EPS: JP¥360 (vs JP¥316 in 3Q 2022)Third quarter 2023 results: EPS: JP¥360 (up from JP¥316 in 3Q 2022). Revenue: JP¥236.6b (up 25% from 3Q 2022). Net income: JP¥87.4b (up 14% from 3Q 2022). Profit margin: 37% (down from 40% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Electronic industry. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Board Change • Jan 31Less 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. 3 highly experienced directors. 3 independent directors (6 non-independent directors). Director Masayuki Miki was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Dec 29Keyence Corporation to Report Q3, 2023 Results on Feb 01, 2023Keyence Corporation announced that they will report Q3, 2023 results on Feb 01, 2023Board Change • Nov 23Less 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. 8 experienced directors. 4 highly experienced directors. 3 independent directors (7 non-independent directors). Director Masayuki Miki was the last director to join the board, commencing their role in 2014. 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 • Jun 18Full year 2022 earnings released: EPS: JP¥1,251 (vs JP¥813 in FY 2021)Full year 2022 results: EPS: JP¥1,251 (up from JP¥813 in FY 2021). Revenue: JP¥755.2b (up 40% from FY 2021). Net income: JP¥303.4b (up 54% from FY 2021). Profit margin: 40% (up from 37% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 13%, compared to a 19% growth forecast for the industry in Mexico.Board Change • May 25Less 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. 10 experienced directors. 2 highly experienced directors. 2 independent directors (7 non-independent directors). Director Masayuki Miki was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Apr 04Less 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. 10 experienced directors. 2 highly experienced directors. 2 independent directors (7 non-independent directors). Director Masayuki Miki was the last director to join the board, commencing their role in 2014. 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 • Feb 03Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥316 (up from JP¥198 in 3Q 2021). Revenue: JP¥190.1b (up 38% from 3Q 2021). Net income: JP¥76.6b (up 60% from 3Q 2021). Profit margin: 40% (up from 35% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.4%. Over the next year, revenue is forecast to grow 12%, compared to a 19% growth forecast for the industry in Mexico.Board Change • Jan 07Less 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. 3 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Outside Director Yoichi Tanabe 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 • Oct 30Second quarter 2022 earnings released: EPS JP¥306 (vs JP¥197 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥185.3b (up 44% from 2Q 2021). Net income: JP¥74.2b (up 55% from 2Q 2021). Profit margin: 40% (up from 37% in 2Q 2021). The increase in margin was driven by higher revenue.Board Change • Sep 30Less 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. 10 experienced directors. 2 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Outside Director Yoichi Tanabe 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.Valuation Update With 7 Day Price Move • Sep 10Investor sentiment improved over the past weekAfter last week's 15% share price gain to Mex$13,414, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 18x in the Electronic industry globally. Total returns to shareholders of 47% over the past year.Upcoming Dividend • Sep 09Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 16 September 2021. Payment date: 24 November 2021. Trailing yield: 0.3%. Lower than top quartile of Mexican dividend payers (5.1%). Lower than average of industry peers (1.3%).Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥279 (vs JP¥151 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥170.0b (up 55% from 1Q 2021). Net income: JP¥67.6b (up 85% from 1Q 2021). Profit margin: 40% (up from 33% in 1Q 2021). The increase in margin was driven by higher revenue.Reported Earnings • Jun 19Full year 2021 earnings released: EPS JP¥813 (vs JP¥817 in FY 2020)The company reported a soft full year result with weaker revenues, although earnings and profit margins were flat. Full year 2021 results: Revenue: JP¥538.1b (down 2.5% from FY 2020). Net income: JP¥197.3b (flat on FY 2020). Profit margin: 37% (in line with FY 2020).Reported Earnings • Apr 29Full year 2021 earnings released: EPS JP¥813 (vs JP¥817 in FY 2020)The company reported a soft full year result with weaker revenues, although earnings and profit margins were flat. Full year 2021 results: Revenue: JP¥538.1b (down 2.5% from FY 2020). Net income: JP¥197.3b (flat on FY 2020). Profit margin: 37% (in line with FY 2020).Upcoming Dividend • Mar 11Upcoming Dividend of JP¥100.00 Per ShareWill be paid on the 15th of June to those who are registered shareholders by the 18th of March. The trailing yield of 0.4% is below the top quartile of Mexican dividend payers (5.0%), and is lower than industry peers (1.4%).Reported Earnings • Feb 02Third quarter 2021 earnings released: EPS JP¥198 (vs JP¥203 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥138.0b (up 2.7% from 3Q 2020). Net income: JP¥48.0b (down 2.4% from 3Q 2020). Profit margin: 35% (down from 37% in 3Q 2020). The decrease in margin was driven by higher expenses.Analyst Estimate Surprise Post Earnings • Feb 02Revenue beats expectationsRevenue exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 16%, compared to a 18% growth forecast for the Electronic industry in Mexico.Reported Earnings • Nov 02Second quarter 2021 earnings released: EPS JP¥197The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: JP¥128.8b (down 9.5% from 2Q 2020). Net income: JP¥47.8b (down 8.3% from 2Q 2020). Profit margin: 37% (in line with 2Q 2020).Analyst Estimate Surprise Post Earnings • Nov 02Revenue beats expectationsRevenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 10%, compared to a 15% growth forecast for the Electronic industry in Mexico.収支内訳Keyence 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BMV:KEY N 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費20 Mar 261,169,289445,185374,978020 Dec 251,118,560418,058330,52628,85620 Sep 251,088,895408,895318,48028,85620 Jun 251,072,998397,238311,44628,85620 Mar 251,059,145398,656309,06928,85620 Dec 241,035,289394,981310,59025,18320 Sep 241,016,758380,321305,46225,18320 Jun 24992,237378,044295,89925,18320 Mar 24967,288369,642282,30725,18320 Dec 23948,993361,367271,27321,66020 Sep 23944,502361,363257,80221,66020 Jun 23952,689368,472248,36021,66020 Mar 23922,422362,963234,15621,66020 Dec 22890,460352,977225,72917,87220 Sep 22843,956342,217211,43517,87220 Jun 22777,218315,415194,34417,87220 Mar 22755,174303,360185,27317,87220 Dec 21706,663283,331175,94016,08420 Sep 21654,597254,750166,52916,08420 Jun 21598,121228,351157,59016,08420 Mar 21538,134197,289148,04116,08420 Dec 20517,252182,676146,98916,27920 Sep 20513,619183,856147,74216,27920 Jun 20527,147188,174151,00116,27920 Mar 20551,843198,124157,52616,27920 Dec 19557,905204,212157,03515,92820 Sep 19570,172211,011156,53015,92820 Jun 19578,554216,966154,02715,92820 Mar 19587,095226,147149,67615,92820 Dec 18585,836227,969147,64013,20820 Sep 18570,296223,744140,86913,20820 Jun 18550,461218,779133,40913,20820 Mar 18526,847210,595126,57313,20820 Mar 17421,796160,907103,34011,48520 Jun 16385,408129,900102,12811,14820 Mar 16379,282137,16697,0318,29520 Dec 15282,087105,03066,60810,11820 Sep 15363,478132,21488,76710,11820 Jun 15349,172128,39584,61010,118質の高い収益: KEY Nは 高品質の収益 を持っています。利益率の向上: KEY Nの現在の純利益率 (38.1%)は、昨年(37.6%)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: KEY Nの収益は過去 5 年間で年間11.1%増加しました。成長の加速: KEY Nの過去 1 年間の収益成長率 ( 11.7% ) は、5 年間の平均 ( 年間11.1%を上回っています。収益対業界: KEY Nの過去 1 年間の収益成長率 ( 11.7% ) はElectronic業界7.9%を上回りました。株主資本利益率高いROE: KEY Nの 自己資本利益率 ( 12.8% ) 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2026/05/18 22:55終値2026/05/14 00:00収益2026/03/20年間収益2026/03/20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Keyence Corporation 15 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。24 アナリスト機関Jay HuangBernsteinKenjin HottaBofA Global ResearchGraeme McDonaldCitigroup Inc21 その他のアナリストを表示
お知らせ • Apr 21Keyence Corporation to Report Fiscal Year 2026 Results on Apr 24, 2026Keyence Corporation announced that they will report fiscal year 2026 results on Apr 24, 2026
お知らせ • Dec 26Keyence Corporation to Report Q3, 2026 Results on Jan 29, 2026Keyence Corporation announced that they will report Q3, 2026 results on Jan 29, 2026
Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: JP¥445 (vs JP¥397 in 2Q 2025)Second quarter 2026 results: EPS: JP¥445 (up from JP¥397 in 2Q 2025). Revenue: JP¥284.2b (up 5.9% from 2Q 2025). Net income: JP¥107.8b (up 12% from 2Q 2025). Profit margin: 38% (up from 36% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Electronic industry.
お知らせ • Sep 27Keyence Corporation to Report Q2, 2026 Results on Oct 29, 2025Keyence Corporation announced that they will report Q2, 2026 results on Oct 29, 2025
お知らせ • Jul 02Keyence Corporation to Report Q1, 2026 Results on Jul 29, 2025Keyence Corporation announced that they will report Q1, 2026 results on Jul 29, 2025
お知らせ • Mar 28Keyence Corporation to Report Fiscal Year 2025 Results on Apr 25, 2025Keyence Corporation announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Apr 25, 2025
Board Change • May 14Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Michifumi Yoshioka was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 25Keyence Corporation, Annual General Meeting, Jun 12, 2026Keyence Corporation, Annual General Meeting, Jun 12, 2026.
お知らせ • Apr 21Keyence Corporation to Report Fiscal Year 2026 Results on Apr 24, 2026Keyence Corporation announced that they will report fiscal year 2026 results on Apr 24, 2026
Board Change • Mar 25Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Michifumi Yoshioka was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Jan 14Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Michifumi Yoshioka was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 26Keyence Corporation to Report Q3, 2026 Results on Jan 29, 2026Keyence Corporation announced that they will report Q3, 2026 results on Jan 29, 2026
Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: JP¥445 (vs JP¥397 in 2Q 2025)Second quarter 2026 results: EPS: JP¥445 (up from JP¥397 in 2Q 2025). Revenue: JP¥284.2b (up 5.9% from 2Q 2025). Net income: JP¥107.8b (up 12% from 2Q 2025). Profit margin: 38% (up from 36% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Electronic industry.
お知らせ • Oct 29+ 2 more updatesKeyence Corporation Announces Interim Dividend for the Fiscal Year Ending March 20, 2026, Payable on November 25, 2025; Revises Year-End Dividend Forecasts for the Fiscal Year Ending March 20, 2026Keyence Corporation announced that the Company resolved, at the Board of Director's Meeting held on October 29, 2025 to approve a dividend from surplus (interim dividend) of JPY 275 per share for the fiscal year ending March 20, 2026 with a record date of September 20, 2025 and effective date is November 25, 2025. The company revised year-end dividend forecasts for the fiscal year ending March 20, 2026. For the year-end, the company expects to pay dividend of JPY 275 per share. Reason for the change: The Company has adopted a basic policy of maintaining stable dividend payments while securing the internal reserves necessary for future business development and strengthening its financial foundation. At the same time, the Company strives to enhance shareholder returns and improve capital efficiency. In accordance with this policy, and based on the steady growth of its stable earnings base, the Board of Directors resolved at its meeting held on October 29, 2025 to increase the dividend.
Board Change • Oct 23Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Michifumi Yoshioka was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 27Keyence Corporation to Report Q2, 2026 Results on Oct 29, 2025Keyence Corporation announced that they will report Q2, 2026 results on Oct 29, 2025
Board Change • Sep 24Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Michifumi Yoshioka was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Sep 01Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Michifumi Yoshioka was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Jul 31Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Michifumi Yoshioka was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Declared Dividend • Jul 31Dividend of JP¥150 announcedShareholders will receive a dividend of JP¥150. Ex-date: 18th September 2025 Payment date: 25th November 2025 Dividend yield will be 2.5%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 21%. Cash payout ratio: 21%.
お知らせ • Jul 02Keyence Corporation to Report Q1, 2026 Results on Jul 29, 2025Keyence Corporation announced that they will report Q1, 2026 results on Jul 29, 2025
お知らせ • May 21Keyence Corporation (TSE:6861) acquired Cadenas Technologies Ag.Keyence Corporation (TSE:6861) acquired Cadenas Technologies Ag on May 20, 2025. Keyence Corporation (TSE:6861) completed the acquisition of Cadenas Technologies Ag on May 20, 2025.
お知らせ • Apr 25Keyence Corporation, Annual General Meeting, Jun 13, 2025Keyence Corporation, Annual General Meeting, Jun 13, 2025.
お知らせ • Mar 28Keyence Corporation to Report Fiscal Year 2025 Results on Apr 25, 2025Keyence Corporation announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Apr 25, 2025
Board Change • Feb 14Less 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. 10 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Director Akinori Yamamoto was the last director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Jan 31Keyence Corporation Provides Dividend Guidance for the Fiscal Year Ending March 20, 2025Keyence Corporation provided dividend guidance for the fiscal year ending March 20, 2025. For the year, the company expects dividend of JPY 175.00 per share against JPY 150.00 per share.
お知らせ • Jan 03Keyence Corporation to Report Q3, 2025 Results on Jan 31, 2025Keyence Corporation announced that they will report Q3, 2025 results on Jan 31, 2025
お知らせ • Oct 29+ 1 more updateKeyence Corporation Revises Dividend Guidance for the Year Ending March 20, 2025; Announces Interim Dividend for the End of Second Quarter Ended September 20, 2024Keyence Corporation revised dividend guidance for the year ending March 20, 2025. For the year, the company expects dividend of JPY 175 per share compared to previous guidance of JPY 150 per share. The company announced interim dividend of JPY 175 per share for the end of second quarter ended September 20, 2024 against JPY 150 per share a year ago.
お知らせ • Sep 28Keyence Corporation to Report Q2, 2025 Results on Oct 29, 2024Keyence Corporation announced that they will report Q2, 2025 results on Oct 29, 2024
お知らせ • Jun 30Keyence Corporation to Report Q1, 2025 Results on Jul 26, 2024Keyence Corporation announced that they will report Q1, 2025 results on Jul 26, 2024
Reported Earnings • Jun 19Full year 2024 earnings released: EPS: JP¥1,524 (vs JP¥1,497 in FY 2023)Full year 2024 results: EPS: JP¥1,524 (up from JP¥1,497 in FY 2023). Revenue: JP¥967.3b (up 4.9% from FY 2023). Net income: JP¥369.6b (up 1.8% from FY 2023). Profit margin: 38% (down from 39% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Electronic industry. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Board Change • Jun 11Less 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. 10 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Director Akinori Yamamoto was the last director to join the board, commencing their role in 2010. 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 • Apr 28Full year 2024 earnings released: EPS: JP¥1,524 (vs JP¥1,497 in FY 2023)Full year 2024 results: EPS: JP¥1,524 (up from JP¥1,497 in FY 2023). Revenue: JP¥967.3b (up 4.9% from FY 2023). Net income: JP¥369.6b (up 1.8% from FY 2023). Profit margin: 38% (down from 39% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Electronic industry. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Apr 26Keyence Corporation, Annual General Meeting, Jun 14, 2024Keyence Corporation, Annual General Meeting, Jun 14, 2024.
Board Change • Apr 19Less 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. 10 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Director Akinori Yamamoto was the last director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Mar 31Keyence Corporation to Report Fiscal Year 2024 Results on Apr 25, 2024Keyence Corporation announced that they will report fiscal year 2024 results on Apr 25, 2024
Board Change • Feb 20Less 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. 10 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Director Akinori Yamamoto was the last director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Feb 02Keyence Corporation Provides Dividend Guidance for the Fiscal Year Ending March 20, 2024Keyence Corporation provided dividend guidance for the fiscal year ending March 20, 2024. For the year, the company expects dividend of JPY 150.00 per share against JPY 150.00 per share paid a year ago.
Board Change • Jan 05Less 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. 10 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Director Akinori Yamamoto was the last director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Dec 29Keyence Corporation to Report Q3, 2024 Results on Feb 02, 2024Keyence Corporation announced that they will report Q3, 2024 results on Feb 02, 2024
お知らせ • Oct 29Keyence Corporation Declares Dividend for the Second Quarter of Fiscal Year Ending September 20, 2023, Payable on November 20, 2023; Provides Dividend Guidance for the Fiscal Year Ended March 20, 2024Keyence Corporation declares dividend for the second quarter of fiscal year ending September 20, 2023. The company declared dividend of JPY 150.00 against JPY 150.00 paid a year ago, payable on November 20, 2023.For the full year ending March 20, 2024, the company expects JPY 150.00 against JPY 150.00 paid a year ago.
Reported Earnings • Oct 29Second quarter 2024 earnings released: EPS: JP¥387 (vs JP¥417 in 2Q 2023)Second quarter 2024 results: EPS: JP¥387 (down from JP¥417 in 2Q 2023). Revenue: JP¥243.8b (down 3.2% from 2Q 2023). Net income: JP¥93.9b (down 7.0% from 2Q 2023). Profit margin: 39% (down from 40% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Board Change • Oct 20Less 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. 10 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Director Akinori Yamamoto was the last director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Oct 01Keyence Corporation to Report Q2, 2024 Results on Oct 27, 2023Keyence Corporation announced that they will report Q2, 2024 results on Oct 27, 2023
お知らせ • Jul 29Keyence Corporation Provides Dividend Forecast for the Year Ended March 20, 2024Keyence Corporation provided dividend forecast of JPY 150 per share for the year ended March 20, 2024 compared to paid dividend of JPY 150 per share a year ago.
Reported Earnings • Jun 18Full year 2023 earnings released: EPS: JP¥1,497 (vs JP¥1,251 in FY 2022)Full year 2023 results: EPS: JP¥1,497 (up from JP¥1,251 in FY 2022). Revenue: JP¥922.4b (up 22% from FY 2022). Net income: JP¥363.0b (up 20% from FY 2022). Profit margin: 39% (in line with FY 2022). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Electronic industry. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Board Change • Jun 09Less 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. 3 highly experienced directors. 3 independent directors (6 non-independent directors). Director Masayuki Miki was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Apr 11Less 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. 3 highly experienced directors. 3 independent directors (6 non-independent directors). Director Masayuki Miki was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Mar 17Less 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. 3 highly experienced directors. 3 independent directors (6 non-independent directors). Director Masayuki Miki was the last director to join the board, commencing their role in 2014. 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 • Feb 03Third quarter 2023 earnings released: EPS: JP¥360 (vs JP¥316 in 3Q 2022)Third quarter 2023 results: EPS: JP¥360 (up from JP¥316 in 3Q 2022). Revenue: JP¥236.6b (up 25% from 3Q 2022). Net income: JP¥87.4b (up 14% from 3Q 2022). Profit margin: 37% (down from 40% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Electronic industry. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Board Change • Jan 31Less 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. 3 highly experienced directors. 3 independent directors (6 non-independent directors). Director Masayuki Miki was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Dec 29Keyence Corporation to Report Q3, 2023 Results on Feb 01, 2023Keyence Corporation announced that they will report Q3, 2023 results on Feb 01, 2023
Board Change • Nov 23Less 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. 8 experienced directors. 4 highly experienced directors. 3 independent directors (7 non-independent directors). Director Masayuki Miki was the last director to join the board, commencing their role in 2014. 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 • Jun 18Full year 2022 earnings released: EPS: JP¥1,251 (vs JP¥813 in FY 2021)Full year 2022 results: EPS: JP¥1,251 (up from JP¥813 in FY 2021). Revenue: JP¥755.2b (up 40% from FY 2021). Net income: JP¥303.4b (up 54% from FY 2021). Profit margin: 40% (up from 37% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 13%, compared to a 19% growth forecast for the industry in Mexico.
Board Change • May 25Less 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. 10 experienced directors. 2 highly experienced directors. 2 independent directors (7 non-independent directors). Director Masayuki Miki was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Apr 04Less 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. 10 experienced directors. 2 highly experienced directors. 2 independent directors (7 non-independent directors). Director Masayuki Miki was the last director to join the board, commencing their role in 2014. 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 • Feb 03Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥316 (up from JP¥198 in 3Q 2021). Revenue: JP¥190.1b (up 38% from 3Q 2021). Net income: JP¥76.6b (up 60% from 3Q 2021). Profit margin: 40% (up from 35% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.4%. Over the next year, revenue is forecast to grow 12%, compared to a 19% growth forecast for the industry in Mexico.
Board Change • Jan 07Less 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. 3 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Outside Director Yoichi Tanabe 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 • Oct 30Second quarter 2022 earnings released: EPS JP¥306 (vs JP¥197 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥185.3b (up 44% from 2Q 2021). Net income: JP¥74.2b (up 55% from 2Q 2021). Profit margin: 40% (up from 37% in 2Q 2021). The increase in margin was driven by higher revenue.
Board Change • Sep 30Less 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. 10 experienced directors. 2 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Outside Director Yoichi Tanabe 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.
Valuation Update With 7 Day Price Move • Sep 10Investor sentiment improved over the past weekAfter last week's 15% share price gain to Mex$13,414, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 18x in the Electronic industry globally. Total returns to shareholders of 47% over the past year.
Upcoming Dividend • Sep 09Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 16 September 2021. Payment date: 24 November 2021. Trailing yield: 0.3%. Lower than top quartile of Mexican dividend payers (5.1%). Lower than average of industry peers (1.3%).
Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥279 (vs JP¥151 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥170.0b (up 55% from 1Q 2021). Net income: JP¥67.6b (up 85% from 1Q 2021). Profit margin: 40% (up from 33% in 1Q 2021). The increase in margin was driven by higher revenue.
Reported Earnings • Jun 19Full year 2021 earnings released: EPS JP¥813 (vs JP¥817 in FY 2020)The company reported a soft full year result with weaker revenues, although earnings and profit margins were flat. Full year 2021 results: Revenue: JP¥538.1b (down 2.5% from FY 2020). Net income: JP¥197.3b (flat on FY 2020). Profit margin: 37% (in line with FY 2020).
Reported Earnings • Apr 29Full year 2021 earnings released: EPS JP¥813 (vs JP¥817 in FY 2020)The company reported a soft full year result with weaker revenues, although earnings and profit margins were flat. Full year 2021 results: Revenue: JP¥538.1b (down 2.5% from FY 2020). Net income: JP¥197.3b (flat on FY 2020). Profit margin: 37% (in line with FY 2020).
Upcoming Dividend • Mar 11Upcoming Dividend of JP¥100.00 Per ShareWill be paid on the 15th of June to those who are registered shareholders by the 18th of March. The trailing yield of 0.4% is below the top quartile of Mexican dividend payers (5.0%), and is lower than industry peers (1.4%).
Reported Earnings • Feb 02Third quarter 2021 earnings released: EPS JP¥198 (vs JP¥203 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥138.0b (up 2.7% from 3Q 2020). Net income: JP¥48.0b (down 2.4% from 3Q 2020). Profit margin: 35% (down from 37% in 3Q 2020). The decrease in margin was driven by higher expenses.
Analyst Estimate Surprise Post Earnings • Feb 02Revenue beats expectationsRevenue exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 16%, compared to a 18% growth forecast for the Electronic industry in Mexico.
Reported Earnings • Nov 02Second quarter 2021 earnings released: EPS JP¥197The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: JP¥128.8b (down 9.5% from 2Q 2020). Net income: JP¥47.8b (down 8.3% from 2Q 2020). Profit margin: 37% (in line with 2Q 2020).
Analyst Estimate Surprise Post Earnings • Nov 02Revenue beats expectationsRevenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 10%, compared to a 15% growth forecast for the Electronic industry in Mexico.