View Future GrowthTOYO 過去の業績過去 基準チェック /56TOYOは、平均年間49.4%の収益成長を遂げていますが、 Semiconductor業界の収益は、年間 成長しています。収益は、平均年間1.8% 225.2%収益成長率で 成長しています。 TOYOの自己資本利益率は49.6%であり、純利益率は12.5%です。主要情報49.41%収益成長率181.94%EPS成長率Semiconductor 業界の成長27.66%収益成長率225.22%株主資本利益率49.56%ネット・マージン12.53%前回の決算情報31 Mar 2026最近の業績更新お知らせ • May 11TOYO Co., Ltd. to Report Q1, 2026 Results on May 18, 2026TOYO Co., Ltd. announced that they will report Q1, 2026 results Pre-Market on May 18, 2026お知らせ • Mar 18+ 2 more updatesTOYO Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026TOYO Co., Ltd. announced that they will report fiscal year 2025 results Pre-Market on Mar 31, 2026Reported Earnings • Sep 12First half 2025 earnings released: EPS: US$0.10 (vs US$0.48 in 1H 2024)First half 2025 results: EPS: US$0.10 (down from US$0.48 in 1H 2024). Revenue: US$139.1m (flat on 1H 2024). Net income: US$3.47m (down 82% from 1H 2024). Profit margin: 2.5% (down from 14% in 1H 2024).お知らせ • Sep 02TOYO Co., Ltd. to Report First Half, 2025 Results on Sep 08, 2025TOYO Co., Ltd. announced that they will report first half, 2025 results on Sep 08, 2025お知らせ • Apr 21TOYO Co., Ltd. to Report Second Half, 2024 Results on Apr 28, 2025TOYO Co., Ltd. announced that they will report second half, 2024 results on Apr 28, 2025お知らせ • Aug 15TOYO Co., Ltd to Report First Half, 2024 Results on Aug 21, 2024TOYO Co., Ltd announced that they will report first half, 2024 results on Aug 21, 2024すべての更新を表示Recent updatesライブニュース • 15hTOYO Eyes US$357 Million Solar Plant Expansion and US$185.6 Million Supply Agreements in US MarketTOYO plans to invest US$357m in a new 1.5 GW heterojunction (HJT) solar cell facility co-located with its existing module plant near Houston, with pilot production targeted within 20 months. The expansion is expected to create about 400 direct full-time manufacturing jobs and around 1,200 additional supply chain jobs, while helping the company build a domestic content-compliant U.S. solar supply chain. TOYO has also signed two master supply agreements with major U.S. solar developers, securing cumulative solar module purchase orders of roughly US$185.6m for commercial and utility-scale projects nationwide. Together, the factory expansion and new supply contracts point to a tighter integration of TOYO’s U.S. manufacturing footprint with committed demand from large project developers, as well as potential access to Section 45X and other Inflation Reduction Act incentives estimated at about US$60m. Investors may want to watch how TOYO balances the planned mix of internal cash flow, project financing, partnerships and possible equity issuance in light of concerns over a stretched balance sheet and potential share dilution.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to US$12.93, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 32x in the Semiconductor industry in the US. Total returns to shareholders of 22% over the past three years.ライブニュース • Jun 04TOYO Reports Q1 Profit Rebound and Conference Highlights Solar Expansion ChallengesTOYO Co., Ltd. reported Q1 2026 net income of US$28.41 million, reversing a prior net loss and signaling a profit rebound in its solar-focused operations. Management highlighted capacity expansion and cost-efficiency efforts across its solar manufacturing footprint in Ethiopia and the U.S. at the Bank of America Power, Utilities and Cleantech Conference. The company’s current focus centers on translating its cross-border solar manufacturing model into sustained profitability while managing the impact of rising fixed costs and possible demand shortfalls. The profit rebound and conference exposure put the company’s solar manufacturing strategy and cost structure in sharper focus, particularly as it balances expansion with the risks tied to higher fixed expenses. For those tracking TOYO, it may be useful to monitor how future quarters reflect demand trends for its solar products and whether margins remain resilient if volumes soften.Seeking Alpha • Jun 01TOYO: Record-Setting Performance, Fundamentals, And Deep Discount Merit Strong BuySummary TOYO Co., Ltd. is rated a strong buy, driven by explosive Q1 2026 growth, U.S. expansion, and deep undervaluation versus sector and peer benchmarks. Q1 2026 revenue surged 177% year-over-year to $142.8M, net income swung to $28.4M, and management guides for $90–100M full-year adjusted net income. TOYO's U.S.-centric strategy, including Houston facility expansion to 2 GW, leverages strong domestic demand and vertical integration across the solar supply chain. Risks include persistent working capital deficits, ongoing regulatory and litigation exposure, and an auditor's going concern warning, but current TOYO stock valuation offers compelling upside. Read the full article on Seeking AlphaValuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$13.46, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 34x in the Semiconductor industry in the US. Total returns to shareholders of 27% over the past three years.お知らせ • May 11TOYO Co., Ltd. to Report Q1, 2026 Results on May 18, 2026TOYO Co., Ltd. announced that they will report Q1, 2026 results Pre-Market on May 18, 2026お知らせ • Apr 24TOYO Co., Ltd. has filed a Follow-on Equity Offering in the amount of $30 million.TOYO Co., Ltd. has filed a Follow-on Equity Offering in the amount of $30 million. Security Name: Ordinary Shares Security Type: Common Stock Transaction Features: At the Market OfferingValuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$12.55, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 30x in the Semiconductor industry in the US. Total returns to shareholders of 20% over the past three years.分析記事 • Apr 04Is Now The Time To Look At Buying TOYO Co., Ltd. (NASDAQ:TOYO)?TOYO Co., Ltd. ( NASDAQ:TOYO ), might not be a large cap stock, but it led the NASDAQCM gainers with a relatively large...Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$9.30, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 23x in the Semiconductor industry in the US. Total loss to shareholders of 11% over the past three years.New Risk • Mar 31New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (120% net debt to equity). Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.7% net profit margin).お知らせ • Mar 31Toyo Co., Ltd Announces Appointment of Rhone Resch as Chief Strategy OfficerTOYO Co., Ltd. announced the appointment of Rhone Resch as Chief Strategy Officer, a newly created role reporting directly to the CEO. Mr. Resch will lead key elements of the Company's global growth strategy, with a focus on expanding the Company's manufacturing footprint, accelerating its U.S. market expansion, and strengthening partnerships across the solar value chain. Mr. Resch brings more than two decades of experience across the global solar industry, including leadership roles spanning technology commercialization, market development, and industry growth. In addition to his industry leadership, he has founded and led multiple solar companies in the United States, supporting the commercialization of new technologies, building strategic partnerships, and raising growth capital in competitive markets. Throughout his career, he has worked at the intersection of business strategy, policy, and capital formation, helping companies navigate evolving market conditions and expand into new geographies. Mr. Resch served as President and Chief Executive Officer of the Solar Energy Industries Association (SEIA) from 2004 to 2016, where he played a central role in the expansion of the U.S. solar industry. During his tenure, he led federal and state advocacy efforts for the solar industry and worked closely with policymakers and industry stakeholders to support the development of market frameworks and incentive programs, contributing to the growth of the U.S. solar industry. At TOYO, Mr. Resch will work closely with the CEO and executive team to support the Company's long-term strategy, with a particular focus on expanding TOYO's presence in the United States, strengthening relationships with developers, utilities, and technology partners, supporting global manufacturing strategy and supply-chain development, and navigating evolving trade, regulatory, and market dynamics. He will also play a key role in positioning TOYO as a trusted provider of high-performance solar technologies as demand for secure and scalable energy solutions continues to grow. Mr. Resch holds a Master of Public Administration in Management from Syracuse University's Maxwell School, a Master of Environmental Science from the State University of New York, and a Bachelor of Arts from the University of Michigan.お知らせ • Mar 18+ 2 more updatesTOYO Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026TOYO Co., Ltd. announced that they will report fiscal year 2025 results Pre-Market on Mar 31, 2026New Risk • Feb 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (120% net debt to equity). Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.7% net profit margin).Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 21%After last week's 21% share price gain to US$8.89, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 27x in the Semiconductor industry in the US. Total loss to shareholders of 14% over the past three years.Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$7.15, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 26x in the Semiconductor industry in the US. Total loss to shareholders of 30% over the past three years.分析記事 • Dec 06TOYO (NASDAQ:TOYO) Has Debt But No Earnings; Should You Worry?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Nov 04TOYO Co., Ltd., Annual General Meeting, Dec 09, 2025TOYO Co., Ltd., Annual General Meeting, Dec 09, 2025.Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$6.83, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 38x in the Semiconductor industry in the US. Total loss to shareholders of 32% over the past three years.New Risk • Sep 14New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 124% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 11% over the past year. Minor Risks High level of debt (124% net debt to equity). Share price has been volatile over the past 3 months (12% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.7% net profit margin).Reported Earnings • Sep 12First half 2025 earnings released: EPS: US$0.10 (vs US$0.48 in 1H 2024)First half 2025 results: EPS: US$0.10 (down from US$0.48 in 1H 2024). Revenue: US$139.1m (flat on 1H 2024). Net income: US$3.47m (down 82% from 1H 2024). Profit margin: 2.5% (down from 14% in 1H 2024).お知らせ • Sep 08TOYO Co., Ltd. Provides Earnings Guidance for the Year 2025TOYO Co., Ltd. provided earnings guidance for the year 2025. For the year, company expected Net income to reach approximately in range of $39 Million to 45 million, reflecting continued growth and improving margins.Valuation Update With 7 Day Price Move • Sep 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$6.18, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 30x in the Semiconductor industry in the US. Total loss to shareholders of 38% over the past three years.お知らせ • Sep 02TOYO Co., Ltd. to Report First Half, 2025 Results on Sep 08, 2025TOYO Co., Ltd. announced that they will report first half, 2025 results on Sep 08, 2025分析記事 • Aug 30Does TOYO (NASDAQ:TOYO) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.7x net interest cover). High level of non-cash earnings (22% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improves as stock rises 40%After last week's 40% share price gain to US$5.01, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 28x in the Semiconductor industry in the US. Total loss to shareholders of 50% over the past three years.Board Change • Jul 30High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director June Han is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.分析記事 • May 20TOYO (NASDAQ:TOYO) Has No Shortage Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...お知らせ • May 01TOYO Co., Ltd. announced delayed 20-F filingOn 04/30/2025, TOYO Co., Ltd. announced that they will be unable to file their next 20-F by the deadline required by the SEC.お知らせ • Apr 28TOYO Co., Ltd. Provides Earnings Guidance for the Year 2025TOYO Co., Ltd. provided earnings guidance for the year 2025. For the year, company expected Net income to reach $33 million, reflecting continued growth and improved margins.お知らせ • Apr 21TOYO Co., Ltd. to Report Second Half, 2024 Results on Apr 28, 2025TOYO Co., Ltd. announced that they will report second half, 2024 results on Apr 28, 2025New Risk • Mar 09New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (9.2% operating cash flow to total debt). High level of non-cash earnings (59% accrual ratio). Shareholders have been substantially diluted in the past year (over 6x increase in shares outstanding). Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Share price has been volatile over the past 3 months (11% average weekly change).分析記事 • Jan 28Under The Bonnet, TOYO's (NASDAQ:TOYO) Returns Look ImpressiveIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Board Change • Dec 31High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director June Han is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to US$3.76, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 30x in the Semiconductor industry in the US. Total loss to shareholders of 66% over the past year.Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improves as stock rises 44%After last week's 44% share price gain to US$4.17, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 30x in the Semiconductor industry in the US. Total loss to shareholders of 62% over the past year.分析記事 • Nov 29TOYO (NASDAQ:TOYO) Takes On Some Risk With Its Use Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...お知らせ • Nov 19Toyo Co., Ltd. Provides Earnings Guidance for the Full Year 2024 and 2025TOYO Co., Ltd. provided earnings guidance for the full year 2024 and 2025. For the year 2024, the company expects to achieve net income of approximately $10 million in 2024. For the year 2025, the company forecasts net income to reach $33 million, reflecting continued growth and improved margins as operational efficiencies are realized.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 29%After last week's 29% share price gain to US$3.23, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 33x in the Semiconductor industry in the US. Total loss to shareholders of 70% over the past year.お知らせ • Oct 11TOYO Co., Ltd. Appoints Liang 'Simon' Shi as PresidentTOYO Co., Ltd. has named Liang 'Simon' Shi as its new president. Shi has worked as chief executive officer and chairman of Blue World Acquisition Corporation. He has worked as a partner at Ningbo Zenin Investments Management Partners LP and as the regional president at Barron Partners Fund. He has served as a senior consultant at IBM Global Services (formerly PWC Consulting).お知らせ • Oct 01TOYO Co., Ltd to Exhibit at Renewable Energy India Expo 2024TOYO Co. Ltd. announced its participation in the Renewable Energy India (REI) Expo 2024, taking place from October 3 to 5, 2024, at the India Expo Centre in Greater Noida. This year's expo is expected to attract over 50,000 visitors and 800 exhibitors, showcasing the latest advancements in renewable energy technologies. TOYO will be located in Hall 12, Booth No. R870. The TOYO team will be available for discussions on tailored solar solutions, potential collaborations, and insights into the future of solar technology.Valuation Update With 7 Day Price Move • Sep 24Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to US$2.83, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 26x in the Semiconductor industry in the US. Total loss to shareholders of 74% over the past year.分析記事 • Sep 10TOYO (NASDAQ:TOYO) Shareholders Will Want The ROCE Trajectory To ContinueFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Valuation Update With 7 Day Price Move • Sep 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$4.20, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 26x in the Semiconductor industry in the US. Total loss to shareholders of 61% over the past year.お知らせ • Aug 15TOYO Co., Ltd to Report First Half, 2024 Results on Aug 21, 2024TOYO Co., Ltd announced that they will report first half, 2024 results on Aug 21, 2024Valuation Update With 7 Day Price Move • Aug 02Investor sentiment improves as stock rises 32%After last week's 32% share price gain to US$3.70, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 27x in the Semiconductor industry in the US. Total loss to shareholders of 65% over the past year.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NasdaqCM:TOYO 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 265196543031 Dec 254273437030 Sep 253032630030 Jun 251781722031 Mar 251592117031 Dec 241773413030 Sep 241893210030 Jun 24200317031 Mar 24131216031 Dec 23621050質の高い収益: TOYOは 高品質の収益 を持っています。利益率の向上: TOYOの現在の純利益率 (12.5%)は、昨年(13.4%)よりも低くなっています。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: TOYOの収益は過去 5 年間で年間49.4%増加しました。成長の加速: TOYOの過去 1 年間の収益成長率 ( 203.6% ) は、5 年間の平均 ( 年間49.4%を上回っています。収益対業界: TOYOの過去 1 年間の収益成長率 ( 203.6% ) はSemiconductor業界22.6%を上回りました。株主資本利益率高いROE: TOYOの 自己資本利益率 ( 49.6% ) は 傑出している と考えられます。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7D1Y7D1Y7D1YSemiconductors 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/11 20:41終値2026/06/11 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋TOYO Co., Ltd. 2 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。2 アナリスト機関Amit DayalH.C. Wainwright & Co.Philip ShenRoth Capital Partners
お知らせ • May 11TOYO Co., Ltd. to Report Q1, 2026 Results on May 18, 2026TOYO Co., Ltd. announced that they will report Q1, 2026 results Pre-Market on May 18, 2026
お知らせ • Mar 18+ 2 more updatesTOYO Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026TOYO Co., Ltd. announced that they will report fiscal year 2025 results Pre-Market on Mar 31, 2026
Reported Earnings • Sep 12First half 2025 earnings released: EPS: US$0.10 (vs US$0.48 in 1H 2024)First half 2025 results: EPS: US$0.10 (down from US$0.48 in 1H 2024). Revenue: US$139.1m (flat on 1H 2024). Net income: US$3.47m (down 82% from 1H 2024). Profit margin: 2.5% (down from 14% in 1H 2024).
お知らせ • Sep 02TOYO Co., Ltd. to Report First Half, 2025 Results on Sep 08, 2025TOYO Co., Ltd. announced that they will report first half, 2025 results on Sep 08, 2025
お知らせ • Apr 21TOYO Co., Ltd. to Report Second Half, 2024 Results on Apr 28, 2025TOYO Co., Ltd. announced that they will report second half, 2024 results on Apr 28, 2025
お知らせ • Aug 15TOYO Co., Ltd to Report First Half, 2024 Results on Aug 21, 2024TOYO Co., Ltd announced that they will report first half, 2024 results on Aug 21, 2024
ライブニュース • 15hTOYO Eyes US$357 Million Solar Plant Expansion and US$185.6 Million Supply Agreements in US MarketTOYO plans to invest US$357m in a new 1.5 GW heterojunction (HJT) solar cell facility co-located with its existing module plant near Houston, with pilot production targeted within 20 months. The expansion is expected to create about 400 direct full-time manufacturing jobs and around 1,200 additional supply chain jobs, while helping the company build a domestic content-compliant U.S. solar supply chain. TOYO has also signed two master supply agreements with major U.S. solar developers, securing cumulative solar module purchase orders of roughly US$185.6m for commercial and utility-scale projects nationwide. Together, the factory expansion and new supply contracts point to a tighter integration of TOYO’s U.S. manufacturing footprint with committed demand from large project developers, as well as potential access to Section 45X and other Inflation Reduction Act incentives estimated at about US$60m. Investors may want to watch how TOYO balances the planned mix of internal cash flow, project financing, partnerships and possible equity issuance in light of concerns over a stretched balance sheet and potential share dilution.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to US$12.93, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 32x in the Semiconductor industry in the US. Total returns to shareholders of 22% over the past three years.
ライブニュース • Jun 04TOYO Reports Q1 Profit Rebound and Conference Highlights Solar Expansion ChallengesTOYO Co., Ltd. reported Q1 2026 net income of US$28.41 million, reversing a prior net loss and signaling a profit rebound in its solar-focused operations. Management highlighted capacity expansion and cost-efficiency efforts across its solar manufacturing footprint in Ethiopia and the U.S. at the Bank of America Power, Utilities and Cleantech Conference. The company’s current focus centers on translating its cross-border solar manufacturing model into sustained profitability while managing the impact of rising fixed costs and possible demand shortfalls. The profit rebound and conference exposure put the company’s solar manufacturing strategy and cost structure in sharper focus, particularly as it balances expansion with the risks tied to higher fixed expenses. For those tracking TOYO, it may be useful to monitor how future quarters reflect demand trends for its solar products and whether margins remain resilient if volumes soften.
Seeking Alpha • Jun 01TOYO: Record-Setting Performance, Fundamentals, And Deep Discount Merit Strong BuySummary TOYO Co., Ltd. is rated a strong buy, driven by explosive Q1 2026 growth, U.S. expansion, and deep undervaluation versus sector and peer benchmarks. Q1 2026 revenue surged 177% year-over-year to $142.8M, net income swung to $28.4M, and management guides for $90–100M full-year adjusted net income. TOYO's U.S.-centric strategy, including Houston facility expansion to 2 GW, leverages strong domestic demand and vertical integration across the solar supply chain. Risks include persistent working capital deficits, ongoing regulatory and litigation exposure, and an auditor's going concern warning, but current TOYO stock valuation offers compelling upside. Read the full article on Seeking Alpha
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$13.46, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 34x in the Semiconductor industry in the US. Total returns to shareholders of 27% over the past three years.
お知らせ • May 11TOYO Co., Ltd. to Report Q1, 2026 Results on May 18, 2026TOYO Co., Ltd. announced that they will report Q1, 2026 results Pre-Market on May 18, 2026
お知らせ • Apr 24TOYO Co., Ltd. has filed a Follow-on Equity Offering in the amount of $30 million.TOYO Co., Ltd. has filed a Follow-on Equity Offering in the amount of $30 million. Security Name: Ordinary Shares Security Type: Common Stock Transaction Features: At the Market Offering
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$12.55, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 30x in the Semiconductor industry in the US. Total returns to shareholders of 20% over the past three years.
分析記事 • Apr 04Is Now The Time To Look At Buying TOYO Co., Ltd. (NASDAQ:TOYO)?TOYO Co., Ltd. ( NASDAQ:TOYO ), might not be a large cap stock, but it led the NASDAQCM gainers with a relatively large...
Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$9.30, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 23x in the Semiconductor industry in the US. Total loss to shareholders of 11% over the past three years.
New Risk • Mar 31New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (120% net debt to equity). Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.7% net profit margin).
お知らせ • Mar 31Toyo Co., Ltd Announces Appointment of Rhone Resch as Chief Strategy OfficerTOYO Co., Ltd. announced the appointment of Rhone Resch as Chief Strategy Officer, a newly created role reporting directly to the CEO. Mr. Resch will lead key elements of the Company's global growth strategy, with a focus on expanding the Company's manufacturing footprint, accelerating its U.S. market expansion, and strengthening partnerships across the solar value chain. Mr. Resch brings more than two decades of experience across the global solar industry, including leadership roles spanning technology commercialization, market development, and industry growth. In addition to his industry leadership, he has founded and led multiple solar companies in the United States, supporting the commercialization of new technologies, building strategic partnerships, and raising growth capital in competitive markets. Throughout his career, he has worked at the intersection of business strategy, policy, and capital formation, helping companies navigate evolving market conditions and expand into new geographies. Mr. Resch served as President and Chief Executive Officer of the Solar Energy Industries Association (SEIA) from 2004 to 2016, where he played a central role in the expansion of the U.S. solar industry. During his tenure, he led federal and state advocacy efforts for the solar industry and worked closely with policymakers and industry stakeholders to support the development of market frameworks and incentive programs, contributing to the growth of the U.S. solar industry. At TOYO, Mr. Resch will work closely with the CEO and executive team to support the Company's long-term strategy, with a particular focus on expanding TOYO's presence in the United States, strengthening relationships with developers, utilities, and technology partners, supporting global manufacturing strategy and supply-chain development, and navigating evolving trade, regulatory, and market dynamics. He will also play a key role in positioning TOYO as a trusted provider of high-performance solar technologies as demand for secure and scalable energy solutions continues to grow. Mr. Resch holds a Master of Public Administration in Management from Syracuse University's Maxwell School, a Master of Environmental Science from the State University of New York, and a Bachelor of Arts from the University of Michigan.
お知らせ • Mar 18+ 2 more updatesTOYO Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026TOYO Co., Ltd. announced that they will report fiscal year 2025 results Pre-Market on Mar 31, 2026
New Risk • Feb 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (120% net debt to equity). Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.7% net profit margin).
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 21%After last week's 21% share price gain to US$8.89, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 27x in the Semiconductor industry in the US. Total loss to shareholders of 14% over the past three years.
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$7.15, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 26x in the Semiconductor industry in the US. Total loss to shareholders of 30% over the past three years.
分析記事 • Dec 06TOYO (NASDAQ:TOYO) Has Debt But No Earnings; Should You Worry?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Nov 04TOYO Co., Ltd., Annual General Meeting, Dec 09, 2025TOYO Co., Ltd., Annual General Meeting, Dec 09, 2025.
Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$6.83, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 38x in the Semiconductor industry in the US. Total loss to shareholders of 32% over the past three years.
New Risk • Sep 14New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 124% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 11% over the past year. Minor Risks High level of debt (124% net debt to equity). Share price has been volatile over the past 3 months (12% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.7% net profit margin).
Reported Earnings • Sep 12First half 2025 earnings released: EPS: US$0.10 (vs US$0.48 in 1H 2024)First half 2025 results: EPS: US$0.10 (down from US$0.48 in 1H 2024). Revenue: US$139.1m (flat on 1H 2024). Net income: US$3.47m (down 82% from 1H 2024). Profit margin: 2.5% (down from 14% in 1H 2024).
お知らせ • Sep 08TOYO Co., Ltd. Provides Earnings Guidance for the Year 2025TOYO Co., Ltd. provided earnings guidance for the year 2025. For the year, company expected Net income to reach approximately in range of $39 Million to 45 million, reflecting continued growth and improving margins.
Valuation Update With 7 Day Price Move • Sep 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$6.18, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 30x in the Semiconductor industry in the US. Total loss to shareholders of 38% over the past three years.
お知らせ • Sep 02TOYO Co., Ltd. to Report First Half, 2025 Results on Sep 08, 2025TOYO Co., Ltd. announced that they will report first half, 2025 results on Sep 08, 2025
分析記事 • Aug 30Does TOYO (NASDAQ:TOYO) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.7x net interest cover). High level of non-cash earnings (22% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).
Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improves as stock rises 40%After last week's 40% share price gain to US$5.01, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 28x in the Semiconductor industry in the US. Total loss to shareholders of 50% over the past three years.
Board Change • Jul 30High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director June Han is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
分析記事 • May 20TOYO (NASDAQ:TOYO) Has No Shortage Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
お知らせ • May 01TOYO Co., Ltd. announced delayed 20-F filingOn 04/30/2025, TOYO Co., Ltd. announced that they will be unable to file their next 20-F by the deadline required by the SEC.
お知らせ • Apr 28TOYO Co., Ltd. Provides Earnings Guidance for the Year 2025TOYO Co., Ltd. provided earnings guidance for the year 2025. For the year, company expected Net income to reach $33 million, reflecting continued growth and improved margins.
お知らせ • Apr 21TOYO Co., Ltd. to Report Second Half, 2024 Results on Apr 28, 2025TOYO Co., Ltd. announced that they will report second half, 2024 results on Apr 28, 2025
New Risk • Mar 09New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (9.2% operating cash flow to total debt). High level of non-cash earnings (59% accrual ratio). Shareholders have been substantially diluted in the past year (over 6x increase in shares outstanding). Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Share price has been volatile over the past 3 months (11% average weekly change).
分析記事 • Jan 28Under The Bonnet, TOYO's (NASDAQ:TOYO) Returns Look ImpressiveIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Board Change • Dec 31High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director June Han is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to US$3.76, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 30x in the Semiconductor industry in the US. Total loss to shareholders of 66% over the past year.
Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improves as stock rises 44%After last week's 44% share price gain to US$4.17, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 30x in the Semiconductor industry in the US. Total loss to shareholders of 62% over the past year.
分析記事 • Nov 29TOYO (NASDAQ:TOYO) Takes On Some Risk With Its Use Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
お知らせ • Nov 19Toyo Co., Ltd. Provides Earnings Guidance for the Full Year 2024 and 2025TOYO Co., Ltd. provided earnings guidance for the full year 2024 and 2025. For the year 2024, the company expects to achieve net income of approximately $10 million in 2024. For the year 2025, the company forecasts net income to reach $33 million, reflecting continued growth and improved margins as operational efficiencies are realized.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 29%After last week's 29% share price gain to US$3.23, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 33x in the Semiconductor industry in the US. Total loss to shareholders of 70% over the past year.
お知らせ • Oct 11TOYO Co., Ltd. Appoints Liang 'Simon' Shi as PresidentTOYO Co., Ltd. has named Liang 'Simon' Shi as its new president. Shi has worked as chief executive officer and chairman of Blue World Acquisition Corporation. He has worked as a partner at Ningbo Zenin Investments Management Partners LP and as the regional president at Barron Partners Fund. He has served as a senior consultant at IBM Global Services (formerly PWC Consulting).
お知らせ • Oct 01TOYO Co., Ltd to Exhibit at Renewable Energy India Expo 2024TOYO Co. Ltd. announced its participation in the Renewable Energy India (REI) Expo 2024, taking place from October 3 to 5, 2024, at the India Expo Centre in Greater Noida. This year's expo is expected to attract over 50,000 visitors and 800 exhibitors, showcasing the latest advancements in renewable energy technologies. TOYO will be located in Hall 12, Booth No. R870. The TOYO team will be available for discussions on tailored solar solutions, potential collaborations, and insights into the future of solar technology.
Valuation Update With 7 Day Price Move • Sep 24Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to US$2.83, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 26x in the Semiconductor industry in the US. Total loss to shareholders of 74% over the past year.
分析記事 • Sep 10TOYO (NASDAQ:TOYO) Shareholders Will Want The ROCE Trajectory To ContinueFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Valuation Update With 7 Day Price Move • Sep 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$4.20, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 26x in the Semiconductor industry in the US. Total loss to shareholders of 61% over the past year.
お知らせ • Aug 15TOYO Co., Ltd to Report First Half, 2024 Results on Aug 21, 2024TOYO Co., Ltd announced that they will report first half, 2024 results on Aug 21, 2024
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment improves as stock rises 32%After last week's 32% share price gain to US$3.70, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 27x in the Semiconductor industry in the US. Total loss to shareholders of 65% over the past year.