View ValuationJTEKT 향후 성장Future 기준 점검 3/6JTEKT (는) 각각 연간 60.6% 및 1.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 60.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.3% 로 예상됩니다.핵심 정보60.6%이익 성장률60.67%EPS 성장률Auto Components 이익 성장59.1%매출 성장률1.6%향후 자기자본이익률7.34%애널리스트 커버리지Low마지막 업데이트28 Apr 2026최근 향후 성장 업데이트공시 • Nov 01+ 1 more updateJTEKT Corporation Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024JTEKT Corporation provided consolidated earnings guidance for the full year ending March 31, 2024. For the year, company expects Revenue of JPY 1,850,000 million, Business profit of JPY 80,000 million, Profit attributable to owners of the parent company of JPY 40,000 million and Basic earnings per share of JPY 116.62.공시 • Feb 03JTEKT Corporation Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023JTEKT Corporation provided consolidated earnings guidance for the year ending March 31, 2023. For the period, the company expected revenue of JPY 1,700,000 million, business profit of JPY 60,000 million, profit attributable to owners of the parent company of JPY 25,000 million and basic earnings per share of JPY 72.89.공시 • Oct 29JTEKT Corporation Revises Earnings Guidance for the Year Ending March 31, 2023JTEKT Corporation revised earnings guidance for the year ending March 31, 2023 . For the year, the company revised revenue of $1,700,000 million compared to previously expected $1,600,000 million. Basic earnings per share of $72.89 compared to previously expected $72.89. Profit attributable to owners of the parent company of $25,000 million compared to previously expected $25,000 million. Business profit $60,000 million compared to previously expected $60,000 million.모든 업데이트 보기Recent updates공시 • Apr 28JTEKT Corporation, Annual General Meeting, Jun 25, 2026JTEKT Corporation, Annual General Meeting, Jun 25, 2026.공시 • Apr 04JTEKT Corporation to Report Fiscal Year 2026 Results on Apr 28, 2026JTEKT Corporation announced that they will report fiscal year 2026 results on Apr 28, 2026공시 • Dec 02JTEKT Corporation to Report Q3, 2026 Results on Feb 03, 2026JTEKT Corporation announced that they will report Q3, 2026 results on Feb 03, 2026공시 • Sep 02JTEKT Corporation to Report Q2, 2026 Results on Oct 31, 2025JTEKT Corporation announced that they will report Q2, 2026 results on Oct 31, 2025공시 • Jun 27JTEKT Corporation to Report Q1, 2026 Results on Jul 31, 2025JTEKT Corporation announced that they will report Q1, 2026 results on Jul 31, 2025공시 • Apr 25JTEKT Corporation, Annual General Meeting, Jun 25, 2025JTEKT Corporation, Annual General Meeting, Jun 25, 2025.공시 • Mar 01JTEKT Corporation to Report Fiscal Year 2025 Results on Apr 25, 2025JTEKT Corporation announced that they will report fiscal year 2025 results on Apr 25, 2025공시 • Feb 01JTEKT Corporation (TSE:6473) announces an Equity Buyback for 27,000,000 shares, representing 7.87% for ¥34,000 million.JTEKT Corporation (TSE:6473) announces a share repurchase program. Under the program, the company will repurchase up to 27,000,000 shares, representing 7.87% of its issued share capital, for ¥34,000 million. The purpose of the buyback is to enhance shareholder returns. The program will expire on February 28, 2025. As of December 31, 2024, the company had shares in issue (excluding treasury shares) and 249,086 shares in treasury.공시 • Jan 03JTEKT Corporation to Report Q3, 2025 Results on Jan 31, 2025JTEKT Corporation announced that they will report Q3, 2025 results on Jan 31, 2025New Risk • Nov 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.2% Last year net profit margin: 2.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (278% cash payout ratio). Profit margins are more than 30% lower than last year (1.2% net profit margin).Reported Earnings • Nov 01Second quarter 2025 earnings released: JP¥13.36 loss per share (vs JP¥23.70 profit in 2Q 2024)Second quarter 2025 results: JP¥13.36 loss per share (down from JP¥23.70 profit in 2Q 2024). Revenue: JP¥454.4b (down 4.6% from 2Q 2024). Net loss: JP¥4.58b (down 156% from profit in 2Q 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 20Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.3%).공시 • Aug 28JTEKT Corporation to Report Q2, 2025 Results on Oct 31, 2024JTEKT Corporation announced that they will report Q2, 2025 results on Oct 31, 2024Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €5.55, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Auto Components industry in Germany. Total loss to shareholders of 24% over the past three years.Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥31.53 (vs JP¥43.69 in 1Q 2024)First quarter 2025 results: EPS: JP¥31.53 (down from JP¥43.69 in 1Q 2024). Revenue: JP¥464.1b (up 4.1% from 1Q 2024). Net income: JP¥10.8b (down 28% from 1Q 2024). Profit margin: 2.3% (down from 3.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Declared Dividend • Jul 11Final dividend of JP¥15.00 announcedShareholders will receive a dividend of JP¥15.00. Ex-date: 27th September 2024 Payment date: 27th November 2024 Dividend yield will be 236%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jun 22JTEKT Corporation to Report Q1, 2025 Results on Jul 31, 2024JTEKT Corporation announced that they will report Q1, 2025 results on Jul 31, 2024공시 • Apr 28JTEKT Corporation, Annual General Meeting, Jun 25, 2024JTEKT Corporation, Annual General Meeting, Jun 25, 2024.Reported Earnings • Apr 26Full year 2024 earnings released: EPS: JP¥117 (vs JP¥99.94 in FY 2023)Full year 2024 results: EPS: JP¥117 (up from JP¥99.94 in FY 2023). Revenue: JP¥1.89t (up 13% from FY 2023). Net income: JP¥40.3b (up 17% from FY 2023). Profit margin: 2.1% (up from 2.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 May 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.9%).공시 • Mar 02JTEKT Corporation to Report Fiscal Year 2024 Results on Apr 26, 2024JTEKT Corporation announced that they will report fiscal year 2024 results on Apr 26, 2024Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥38.77 (vs JP¥17.78 in 3Q 2023)Third quarter 2024 results: EPS: JP¥38.77 (up from JP¥17.78 in 3Q 2023). Revenue: JP¥489.6b (up 17% from 3Q 2023). Net income: JP¥13.3b (up 118% from 3Q 2023). Profit margin: 2.7% (up from 1.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Jan 23Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 1.3% to €8.10. The fair value is estimated to be €6.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 9.2% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.공시 • Nov 30JTEKT Corporation to Report Q3, 2024 Results on Feb 02, 2024JTEKT Corporation announced that they will report Q3, 2024 results on Feb 02, 2024Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥23.71 (vs JP¥26.54 in 2Q 2023)Second quarter 2024 results: EPS: JP¥23.71 (down from JP¥26.54 in 2Q 2023). Revenue: JP¥476.6b (up 10% from 2Q 2023). Net income: JP¥8.13b (down 11% from 2Q 2023). Profit margin: 1.7% (down from 2.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공시 • Nov 01+ 1 more updateJTEKT Corporation Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024JTEKT Corporation provided consolidated earnings guidance for the full year ending March 31, 2024. For the year, company expects Revenue of JPY 1,850,000 million, Business profit of JPY 80,000 million, Profit attributable to owners of the parent company of JPY 40,000 million and Basic earnings per share of JPY 116.62.Upcoming Dividend • Sep 21Upcoming dividend of JP¥16.00 per share at 2.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 November 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.6%).공시 • Aug 31JTEKT Corporation to Report Q2, 2024 Results on Oct 31, 2023JTEKT Corporation announced that they will report Q2, 2024 results on Oct 31, 2023Reported Earnings • Jul 30First quarter 2024 earnings released: EPS: JP¥43.69 (vs JP¥9.13 in 1Q 2023)First quarter 2024 results: EPS: JP¥43.69 (up from JP¥9.13 in 1Q 2023). Revenue: JP¥445.7b (up 20% from 1Q 2023). Net income: JP¥15.0b (up 378% from 1Q 2023). Profit margin: 3.4% (up from 0.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.공시 • Jun 29JTEKT Corporation to Report Q1, 2024 Results on Jul 28, 2023JTEKT Corporation announced that they will report Q1, 2024 results on Jul 28, 2023Reported Earnings • Jun 28Full year 2023 earnings released: EPS: JP¥99.94 (vs JP¥60.30 in FY 2022)Full year 2023 results: EPS: JP¥99.94 (up from JP¥60.30 in FY 2022). Revenue: JP¥1.68t (up 18% from FY 2022). Net income: JP¥34.3b (up 66% from FY 2022). Profit margin: 2.0% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 30Full year 2023 earnings released: EPS: JP¥99.94 (vs JP¥60.30 in FY 2022)Full year 2023 results: EPS: JP¥99.94 (up from JP¥60.30 in FY 2022). Revenue: JP¥1.68t (up 18% from FY 2022). Net income: JP¥34.3b (up 66% from FY 2022). Profit margin: 2.0% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.5%).Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: JP¥17.78 (vs JP¥9.80 in 3Q 2022)Third quarter 2023 results: EPS: JP¥17.78 (up from JP¥9.80 in 3Q 2022). Revenue: JP¥420.3b (up 18% from 3Q 2022). Net income: JP¥6.10b (up 81% from 3Q 2022). Profit margin: 1.5% (up from 0.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.공시 • Feb 03JTEKT Corporation Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023JTEKT Corporation provided consolidated earnings guidance for the year ending March 31, 2023. For the period, the company expected revenue of JPY 1,700,000 million, business profit of JPY 60,000 million, profit attributable to owners of the parent company of JPY 25,000 million and basic earnings per share of JPY 72.89.공시 • Nov 27JTEKT Corporation to Report Q3, 2023 Results on Feb 03, 2023JTEKT Corporation announced that they will report Q3, 2023 results on Feb 03, 2023Board Change • Nov 16High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 4 experienced directors. No highly experienced directors. Independent Outside Director Iwao Okamoto is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥26.54 (vs JP¥3.04 in 2Q 2022)Second quarter 2023 results: EPS: JP¥26.54 (up from JP¥3.04 in 2Q 2022). Revenue: JP¥432.9b (up 35% from 2Q 2022). Net income: JP¥9.10b (up JP¥8.06b from 2Q 2022). Profit margin: 2.1% (up from 0.3% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.공시 • Oct 29JTEKT Corporation Revises Earnings Guidance for the Year Ending March 31, 2023JTEKT Corporation revised earnings guidance for the year ending March 31, 2023 . For the year, the company revised revenue of $1,700,000 million compared to previously expected $1,600,000 million. Basic earnings per share of $72.89 compared to previously expected $72.89. Profit attributable to owners of the parent company of $25,000 million compared to previously expected $25,000 million. Business profit $60,000 million compared to previously expected $60,000 million.공시 • Oct 28+ 1 more updateJTEKT Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023; Announces Second Quarter Ended September 30, 2022, Payable on November 25, 2022JTEKT Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023. For the fiscal year, the company expected year end dividend of JPY 11 per share compared to JPY 10 per share paid a year ago.For the second quarter, the company reported JPY 11.00 per share compared to JPY 8.00 per share paid a year ago. Scheduled date to commence dividend payments is November 25, 2022.Upcoming Dividend • Sep 22Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 28 November 2022. Payout ratio is a comfortable 34% and the cash payout ratio is 87%. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (3.7%).공시 • Aug 28JTEKT Corporation to Report Q2, 2023 Results on Oct 28, 2022JTEKT Corporation announced that they will report Q2, 2023 results on Oct 28, 2022Board Change • Aug 01High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 4 experienced directors. No highly experienced directors. Independent Outside Director Iwao Okamoto is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥9.13 (vs JP¥16.70 in 1Q 2022)First quarter 2023 results: EPS: JP¥9.13 (down from JP¥16.70 in 1Q 2022). Revenue: JP¥371.7b (up 8.0% from 1Q 2022). Net income: JP¥3.13b (down 45% from 1Q 2022). Profit margin: 0.8% (down from 1.7% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 15%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.공시 • Jul 29+ 1 more updateJTEKT Corporation Provides Dividend Guidance for the Second Quarter and Fiscal Year Ending March 31, 2023JTEKT Corporation provided dividend guidance for the second quarter and fiscal year ending March 31, 2023. For the quarter, the company expected dividend of JPY 11 per share compared to JPY 8 per share paid a year ago. For the fiscal year, the company expected year end dividend of JPY 11 per share compared to JPY 10 per share paid a year ago.공시 • Jun 04JTEKT Corporation to Report Q1, 2023 Results on Jul 29, 2022JTEKT Corporation announced that they will report Q1, 2023 results on Jul 29, 2022Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥60.30 (vs JP¥2.33 in FY 2021)Full year 2022 results: EPS: JP¥60.30 (up from JP¥2.33 in FY 2021). Revenue: JP¥1.43t (up 15% from FY 2021). Net income: JP¥20.7b (up JP¥19.9b from FY 2021). Profit margin: 1.4% (up from 0.1% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 10%, compared to a 9.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Board Change • Apr 28Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Outside Member of the Audit & Supervisory Board Takashi Yoshida was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 08JTEKT Corporation to Report Fiscal Year 2022 Results on Apr 28, 2022JTEKT Corporation announced that they will report fiscal year 2022 results on Apr 28, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 May 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (3.3%).Reported Earnings • Feb 04Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥9.80 (down from JP¥30.31 in 3Q 2021). Revenue: JP¥357.8b (down 1.5% from 3Q 2021). Net income: JP¥3.36b (down 68% from 3Q 2021). Profit margin: 0.9% (down from 2.9% in 3Q 2021). Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 8.8% compared to a 2.8% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year and the company’s share price has also fallen by 10% per year.Reported Earnings • Oct 30Second quarter 2022 earnings released: EPS JP¥3.04 (vs JP¥3.34 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥320.0b (down 1.5% from 2Q 2021). Net income: JP¥1.04b (down 8.8% from 2Q 2021). Profit margin: 0.3% (down from 0.4% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 30 November 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.1%).Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥16.70 (vs JP¥73.44 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥344.2b (up 76% from 1Q 2021). Net income: JP¥5.73b (up JP¥30.9b from 1Q 2021). Profit margin: 1.7% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 30Full year 2021 earnings released: EPS JP¥2.33 (vs JP¥11.06 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥1.25t (down 12% from FY 2020). Net income: JP¥800.0m (up JP¥4.59b from FY 2020). Profit margin: 0.1% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Mar 24Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.0%).공시 • Mar 04JTEKT Corporation to Report Fiscal Year 2021 Results on Apr 28, 2021JTEKT Corporation announced that they will report fiscal year 2021 results on Apr 28, 2021Is New 90 Day High Low • Feb 16New 90-day high: €9.20The company is up 31% from its price of €7.00 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.63 per share.Reported Earnings • Feb 04Third quarter 2021 earnings released: EPS JP¥30.31 (vs JP¥12.47 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥363.4b (up 4.1% from 3Q 2020). Net income: JP¥10.4b (up 143% from 3Q 2020). Profit margin: 2.9% (up from 1.2% in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.Analyst Estimate Surprise Post Earnings • Feb 04Revenue beats expectationsRevenue exceeded analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 7.1%, compared to a 9.5% growth forecast for the Auto Components industry in Germany.Is New 90 Day High Low • Jan 28New 90-day high: €7.70The company is up 17% from its price of €6.60 on 30 October 2020. The German market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 29% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.34 per share.공시 • Dec 19JTEKT Corporation to Report Q3, 2021 Results on Feb 02, 2021JTEKT Corporation announced that they will report Q3, 2021 results on Feb 02, 2021Is New 90 Day High Low • Dec 04New 90-day low: €6.25The company is down 2.0% from its price of €6.40 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.09 per share.Reported Earnings • Nov 19Second quarter 2021 earnings released: EPS JP¥3.34The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥324.9b (down 9.7% from 2Q 2020). Net income: JP¥1.14b (up JP¥2.63b from 2Q 2020). Profit margin: 0.4% (up from net loss in 2Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 99% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Nov 19Revenue misses expectationsRevenue missed analyst estimates by 13%. Over the next year, revenue is forecast to grow 7.4%, compared to a 8.1% growth forecast for the Auto Components industry in Germany.Reported Earnings • Nov 01First half earnings releasedOver the last 12 months the company has reported total losses of JP¥32.5b, with earnings decreasing by JP¥42.8b from the prior year. Total revenue was JP¥1.22t over the last 12 months, down 19% from the prior year.Analyst Estimate Surprise Post Earnings • Nov 01Semi-annual earnings released: Revenue misses expectationsSemi-annual revenue missed analyst estimates by 13% at JP¥520.2b. Revenue is forecast to grow 6.1% over the next year, compared to a 3.8% growth forecast for the Auto Components industry in Germany.공시 • Sep 03JTEKT Corporation to Report Q2, 2021 Results on Oct 29, 2020JTEKT Corporation announced that they will report Q2, 2021 results on Oct 29, 2020공시 • Aug 13JTEKT Corporation (TSE:6473) cancelled the acquisition of YUTAKA SEIMITSU KOGYO, LTD. from Toyota Motor Corporation (TSE:7203).JTEKT Corporation (TSE:6473) entered into a basic agreement to acquire YUTAKA SEIMITSU KOGYO, LTD. from Toyota Motor Corporation (TSE:7203) on July 10, 2019. JTEKT Corporation signed a contract to acquire YUTAKA SEIMITSU KOGYO, LTD. from Toyota Motor Corporation for ¥10 billion on December 4, 2019. As reported, JTEKT Corporation will acquire 2.2 million YUTAKA SEIMITSU KOGYO shares. Once the transfer is complete, all Yutaka Seimitsu operations, such as those related to drive components (namely components that relay motive power from the engine through the transmission to the wheels), gear manufacturing, and gear processing machinery, will be transferred from Toyota to JTEKT. For the fiscal year ending March 2019, YUTAKA SEIMITSU KOGYO, LTD reported net assets of ¥12 billion, total assets of ¥23.3 billion, sales of ¥47.2 billion, operating income of ¥295 million and net income of ¥76 million. The transaction was resolved by Board of JTEKT Corporation on December 4, 2019. The planned share transfer execution date is January 1, 2020. The impact of the acquisition on the JTEKT Corporation's consolidated earnings forecasts is minor. Advisory fees is estimated at ¥45 million. JTEKT Corporation (TSE:6473) cancelled the acquisition of YUTAKA SEIMITSU KOGYO, LTD. from Toyota Motor Corporation (TSE:7203) on June 5, 2020.공시 • Jun 22JTEKT Corporation(TSE:6473) dropped from S&P Japan Mid Cap 100JTEKT Corporation(TSE:6473) dropped from S&P Japan Mid Cap 100이익 및 매출 성장 예측DB:6JK - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20281,986,17558,60071,506144,90943/31/20271,896,90044,72553,833131,89913/31/20261,924,95011,97419,004108,495N/A12/31/20251,902,65525,1159,174101,354N/A9/30/20251,896,09319,64519,109113,875N/A6/30/20251,875,1349,410-6,45490,063N/A3/31/20251,884,39713,713-11,28180,238N/A12/31/20241,864,74313,7936,22683,380N/A9/30/20241,887,75223,3743,69974,540N/A6/30/20241,909,88036,08772,921138,996N/A3/31/20241,891,50440,25773,013154,461N/A12/31/20231,865,06452,35560,178145,303N/A9/30/20231,795,80145,15759,658140,360N/A6/30/20231,752,14146,12724,658105,292N/A3/31/20231,678,14634,27622,49678,279N/A12/31/20221,631,35428,88327,33074,466N/A9/30/20221,568,86226,14612,82256,474N/A6/30/20221,455,95318,0887,13248,438N/A3/31/20221,428,42620,68224,35567,039N/A12/31/20211,384,68524,57936,99180,721N/A9/30/20211,390,20031,61383,678130,902N/A6/30/20211,395,13031,71476,963128,739N/A3/31/20211,246,28680036,50991,757N/A12/31/20201,231,466-26,428N/AN/AN/A9/30/20201,217,165-32,547-35,89034,568N/A6/30/20201,251,992-35,177N/AN/AN/A3/31/20201,418,896-3,794-17,55562,312N/A12/31/20191,466,2195,914N/AN/AN/A9/30/20191,499,93210,348N/A76,011N/A6/30/20191,506,73718,250N/AN/AN/A3/31/20191,520,89324,663N/A103,022N/A12/31/20181,517,98836,130N/AN/AN/A9/30/20181,501,83540,049N/A100,307N/A6/30/20181,481,84546,075N/AN/AN/A3/31/20181,441,17049,697N/A100,033N/A12/31/20171,403,06064,339N/AN/AN/A9/30/20171,360,24863,575N/A104,408N/A6/30/20171,332,64251,245N/AN/AN/A3/31/20171,318,31047,522N/A99,277N/A12/31/20161,316,13032,055N/AN/AN/A9/30/20161,338,48532,900N/A115,574N/A6/30/20161,374,85544,809N/AN/AN/A3/31/20161,399,98748,672N/A110,125N/A12/31/20151,411,73248,621N/AN/AN/A9/30/20151,402,54048,666N/A111,208N/A6/30/20151,380,68246,148N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 6JK 의 연간 예상 수익 증가율(60.6%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 6JK 의 연간 수익(60.6%)이 German 시장(17.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 6JK 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 6JK 의 수익(연간 1.6%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 6JK 의 수익(연간 1.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 6JK의 자본 수익률은 3년 후 7.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YAutomobiles 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 01:25종가2026/05/25 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스JTEKT Corporation는 11명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Hideyuki MizunoBofA Global ResearchMorten PaulsenCLSAShiro SakamakiDaiwa Securities Co. Ltd.8명의 분석가 더 보기
공시 • Nov 01+ 1 more updateJTEKT Corporation Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024JTEKT Corporation provided consolidated earnings guidance for the full year ending March 31, 2024. For the year, company expects Revenue of JPY 1,850,000 million, Business profit of JPY 80,000 million, Profit attributable to owners of the parent company of JPY 40,000 million and Basic earnings per share of JPY 116.62.
공시 • Feb 03JTEKT Corporation Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023JTEKT Corporation provided consolidated earnings guidance for the year ending March 31, 2023. For the period, the company expected revenue of JPY 1,700,000 million, business profit of JPY 60,000 million, profit attributable to owners of the parent company of JPY 25,000 million and basic earnings per share of JPY 72.89.
공시 • Oct 29JTEKT Corporation Revises Earnings Guidance for the Year Ending March 31, 2023JTEKT Corporation revised earnings guidance for the year ending March 31, 2023 . For the year, the company revised revenue of $1,700,000 million compared to previously expected $1,600,000 million. Basic earnings per share of $72.89 compared to previously expected $72.89. Profit attributable to owners of the parent company of $25,000 million compared to previously expected $25,000 million. Business profit $60,000 million compared to previously expected $60,000 million.
공시 • Apr 28JTEKT Corporation, Annual General Meeting, Jun 25, 2026JTEKT Corporation, Annual General Meeting, Jun 25, 2026.
공시 • Apr 04JTEKT Corporation to Report Fiscal Year 2026 Results on Apr 28, 2026JTEKT Corporation announced that they will report fiscal year 2026 results on Apr 28, 2026
공시 • Dec 02JTEKT Corporation to Report Q3, 2026 Results on Feb 03, 2026JTEKT Corporation announced that they will report Q3, 2026 results on Feb 03, 2026
공시 • Sep 02JTEKT Corporation to Report Q2, 2026 Results on Oct 31, 2025JTEKT Corporation announced that they will report Q2, 2026 results on Oct 31, 2025
공시 • Jun 27JTEKT Corporation to Report Q1, 2026 Results on Jul 31, 2025JTEKT Corporation announced that they will report Q1, 2026 results on Jul 31, 2025
공시 • Apr 25JTEKT Corporation, Annual General Meeting, Jun 25, 2025JTEKT Corporation, Annual General Meeting, Jun 25, 2025.
공시 • Mar 01JTEKT Corporation to Report Fiscal Year 2025 Results on Apr 25, 2025JTEKT Corporation announced that they will report fiscal year 2025 results on Apr 25, 2025
공시 • Feb 01JTEKT Corporation (TSE:6473) announces an Equity Buyback for 27,000,000 shares, representing 7.87% for ¥34,000 million.JTEKT Corporation (TSE:6473) announces a share repurchase program. Under the program, the company will repurchase up to 27,000,000 shares, representing 7.87% of its issued share capital, for ¥34,000 million. The purpose of the buyback is to enhance shareholder returns. The program will expire on February 28, 2025. As of December 31, 2024, the company had shares in issue (excluding treasury shares) and 249,086 shares in treasury.
공시 • Jan 03JTEKT Corporation to Report Q3, 2025 Results on Jan 31, 2025JTEKT Corporation announced that they will report Q3, 2025 results on Jan 31, 2025
New Risk • Nov 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.2% Last year net profit margin: 2.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (278% cash payout ratio). Profit margins are more than 30% lower than last year (1.2% net profit margin).
Reported Earnings • Nov 01Second quarter 2025 earnings released: JP¥13.36 loss per share (vs JP¥23.70 profit in 2Q 2024)Second quarter 2025 results: JP¥13.36 loss per share (down from JP¥23.70 profit in 2Q 2024). Revenue: JP¥454.4b (down 4.6% from 2Q 2024). Net loss: JP¥4.58b (down 156% from profit in 2Q 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.3%).
공시 • Aug 28JTEKT Corporation to Report Q2, 2025 Results on Oct 31, 2024JTEKT Corporation announced that they will report Q2, 2025 results on Oct 31, 2024
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €5.55, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Auto Components industry in Germany. Total loss to shareholders of 24% over the past three years.
Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥31.53 (vs JP¥43.69 in 1Q 2024)First quarter 2025 results: EPS: JP¥31.53 (down from JP¥43.69 in 1Q 2024). Revenue: JP¥464.1b (up 4.1% from 1Q 2024). Net income: JP¥10.8b (down 28% from 1Q 2024). Profit margin: 2.3% (down from 3.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Declared Dividend • Jul 11Final dividend of JP¥15.00 announcedShareholders will receive a dividend of JP¥15.00. Ex-date: 27th September 2024 Payment date: 27th November 2024 Dividend yield will be 236%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jun 22JTEKT Corporation to Report Q1, 2025 Results on Jul 31, 2024JTEKT Corporation announced that they will report Q1, 2025 results on Jul 31, 2024
공시 • Apr 28JTEKT Corporation, Annual General Meeting, Jun 25, 2024JTEKT Corporation, Annual General Meeting, Jun 25, 2024.
Reported Earnings • Apr 26Full year 2024 earnings released: EPS: JP¥117 (vs JP¥99.94 in FY 2023)Full year 2024 results: EPS: JP¥117 (up from JP¥99.94 in FY 2023). Revenue: JP¥1.89t (up 13% from FY 2023). Net income: JP¥40.3b (up 17% from FY 2023). Profit margin: 2.1% (up from 2.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 May 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.9%).
공시 • Mar 02JTEKT Corporation to Report Fiscal Year 2024 Results on Apr 26, 2024JTEKT Corporation announced that they will report fiscal year 2024 results on Apr 26, 2024
Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥38.77 (vs JP¥17.78 in 3Q 2023)Third quarter 2024 results: EPS: JP¥38.77 (up from JP¥17.78 in 3Q 2023). Revenue: JP¥489.6b (up 17% from 3Q 2023). Net income: JP¥13.3b (up 118% from 3Q 2023). Profit margin: 2.7% (up from 1.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Jan 23Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 1.3% to €8.10. The fair value is estimated to be €6.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 9.2% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.
공시 • Nov 30JTEKT Corporation to Report Q3, 2024 Results on Feb 02, 2024JTEKT Corporation announced that they will report Q3, 2024 results on Feb 02, 2024
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥23.71 (vs JP¥26.54 in 2Q 2023)Second quarter 2024 results: EPS: JP¥23.71 (down from JP¥26.54 in 2Q 2023). Revenue: JP¥476.6b (up 10% from 2Q 2023). Net income: JP¥8.13b (down 11% from 2Q 2023). Profit margin: 1.7% (down from 2.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공시 • Nov 01+ 1 more updateJTEKT Corporation Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024JTEKT Corporation provided consolidated earnings guidance for the full year ending March 31, 2024. For the year, company expects Revenue of JPY 1,850,000 million, Business profit of JPY 80,000 million, Profit attributable to owners of the parent company of JPY 40,000 million and Basic earnings per share of JPY 116.62.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥16.00 per share at 2.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 November 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.6%).
공시 • Aug 31JTEKT Corporation to Report Q2, 2024 Results on Oct 31, 2023JTEKT Corporation announced that they will report Q2, 2024 results on Oct 31, 2023
Reported Earnings • Jul 30First quarter 2024 earnings released: EPS: JP¥43.69 (vs JP¥9.13 in 1Q 2023)First quarter 2024 results: EPS: JP¥43.69 (up from JP¥9.13 in 1Q 2023). Revenue: JP¥445.7b (up 20% from 1Q 2023). Net income: JP¥15.0b (up 378% from 1Q 2023). Profit margin: 3.4% (up from 0.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
공시 • Jun 29JTEKT Corporation to Report Q1, 2024 Results on Jul 28, 2023JTEKT Corporation announced that they will report Q1, 2024 results on Jul 28, 2023
Reported Earnings • Jun 28Full year 2023 earnings released: EPS: JP¥99.94 (vs JP¥60.30 in FY 2022)Full year 2023 results: EPS: JP¥99.94 (up from JP¥60.30 in FY 2022). Revenue: JP¥1.68t (up 18% from FY 2022). Net income: JP¥34.3b (up 66% from FY 2022). Profit margin: 2.0% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: JP¥99.94 (vs JP¥60.30 in FY 2022)Full year 2023 results: EPS: JP¥99.94 (up from JP¥60.30 in FY 2022). Revenue: JP¥1.68t (up 18% from FY 2022). Net income: JP¥34.3b (up 66% from FY 2022). Profit margin: 2.0% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.5%).
Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: JP¥17.78 (vs JP¥9.80 in 3Q 2022)Third quarter 2023 results: EPS: JP¥17.78 (up from JP¥9.80 in 3Q 2022). Revenue: JP¥420.3b (up 18% from 3Q 2022). Net income: JP¥6.10b (up 81% from 3Q 2022). Profit margin: 1.5% (up from 0.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
공시 • Feb 03JTEKT Corporation Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023JTEKT Corporation provided consolidated earnings guidance for the year ending March 31, 2023. For the period, the company expected revenue of JPY 1,700,000 million, business profit of JPY 60,000 million, profit attributable to owners of the parent company of JPY 25,000 million and basic earnings per share of JPY 72.89.
공시 • Nov 27JTEKT Corporation to Report Q3, 2023 Results on Feb 03, 2023JTEKT Corporation announced that they will report Q3, 2023 results on Feb 03, 2023
Board Change • Nov 16High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 4 experienced directors. No highly experienced directors. Independent Outside Director Iwao Okamoto is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥26.54 (vs JP¥3.04 in 2Q 2022)Second quarter 2023 results: EPS: JP¥26.54 (up from JP¥3.04 in 2Q 2022). Revenue: JP¥432.9b (up 35% from 2Q 2022). Net income: JP¥9.10b (up JP¥8.06b from 2Q 2022). Profit margin: 2.1% (up from 0.3% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
공시 • Oct 29JTEKT Corporation Revises Earnings Guidance for the Year Ending March 31, 2023JTEKT Corporation revised earnings guidance for the year ending March 31, 2023 . For the year, the company revised revenue of $1,700,000 million compared to previously expected $1,600,000 million. Basic earnings per share of $72.89 compared to previously expected $72.89. Profit attributable to owners of the parent company of $25,000 million compared to previously expected $25,000 million. Business profit $60,000 million compared to previously expected $60,000 million.
공시 • Oct 28+ 1 more updateJTEKT Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023; Announces Second Quarter Ended September 30, 2022, Payable on November 25, 2022JTEKT Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023. For the fiscal year, the company expected year end dividend of JPY 11 per share compared to JPY 10 per share paid a year ago.For the second quarter, the company reported JPY 11.00 per share compared to JPY 8.00 per share paid a year ago. Scheduled date to commence dividend payments is November 25, 2022.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 28 November 2022. Payout ratio is a comfortable 34% and the cash payout ratio is 87%. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (3.7%).
공시 • Aug 28JTEKT Corporation to Report Q2, 2023 Results on Oct 28, 2022JTEKT Corporation announced that they will report Q2, 2023 results on Oct 28, 2022
Board Change • Aug 01High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 4 experienced directors. No highly experienced directors. Independent Outside Director Iwao Okamoto is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥9.13 (vs JP¥16.70 in 1Q 2022)First quarter 2023 results: EPS: JP¥9.13 (down from JP¥16.70 in 1Q 2022). Revenue: JP¥371.7b (up 8.0% from 1Q 2022). Net income: JP¥3.13b (down 45% from 1Q 2022). Profit margin: 0.8% (down from 1.7% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 15%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
공시 • Jul 29+ 1 more updateJTEKT Corporation Provides Dividend Guidance for the Second Quarter and Fiscal Year Ending March 31, 2023JTEKT Corporation provided dividend guidance for the second quarter and fiscal year ending March 31, 2023. For the quarter, the company expected dividend of JPY 11 per share compared to JPY 8 per share paid a year ago. For the fiscal year, the company expected year end dividend of JPY 11 per share compared to JPY 10 per share paid a year ago.
공시 • Jun 04JTEKT Corporation to Report Q1, 2023 Results on Jul 29, 2022JTEKT Corporation announced that they will report Q1, 2023 results on Jul 29, 2022
Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥60.30 (vs JP¥2.33 in FY 2021)Full year 2022 results: EPS: JP¥60.30 (up from JP¥2.33 in FY 2021). Revenue: JP¥1.43t (up 15% from FY 2021). Net income: JP¥20.7b (up JP¥19.9b from FY 2021). Profit margin: 1.4% (up from 0.1% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 10%, compared to a 9.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Board Change • Apr 28Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Outside Member of the Audit & Supervisory Board Takashi Yoshida was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 08JTEKT Corporation to Report Fiscal Year 2022 Results on Apr 28, 2022JTEKT Corporation announced that they will report fiscal year 2022 results on Apr 28, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 May 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (3.3%).
Reported Earnings • Feb 04Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥9.80 (down from JP¥30.31 in 3Q 2021). Revenue: JP¥357.8b (down 1.5% from 3Q 2021). Net income: JP¥3.36b (down 68% from 3Q 2021). Profit margin: 0.9% (down from 2.9% in 3Q 2021). Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 8.8% compared to a 2.8% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year and the company’s share price has also fallen by 10% per year.
Reported Earnings • Oct 30Second quarter 2022 earnings released: EPS JP¥3.04 (vs JP¥3.34 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥320.0b (down 1.5% from 2Q 2021). Net income: JP¥1.04b (down 8.8% from 2Q 2021). Profit margin: 0.3% (down from 0.4% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 30 November 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.1%).
Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥16.70 (vs JP¥73.44 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥344.2b (up 76% from 1Q 2021). Net income: JP¥5.73b (up JP¥30.9b from 1Q 2021). Profit margin: 1.7% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 30Full year 2021 earnings released: EPS JP¥2.33 (vs JP¥11.06 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥1.25t (down 12% from FY 2020). Net income: JP¥800.0m (up JP¥4.59b from FY 2020). Profit margin: 0.1% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Mar 24Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.0%).
공시 • Mar 04JTEKT Corporation to Report Fiscal Year 2021 Results on Apr 28, 2021JTEKT Corporation announced that they will report fiscal year 2021 results on Apr 28, 2021
Is New 90 Day High Low • Feb 16New 90-day high: €9.20The company is up 31% from its price of €7.00 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.63 per share.
Reported Earnings • Feb 04Third quarter 2021 earnings released: EPS JP¥30.31 (vs JP¥12.47 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥363.4b (up 4.1% from 3Q 2020). Net income: JP¥10.4b (up 143% from 3Q 2020). Profit margin: 2.9% (up from 1.2% in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.
Analyst Estimate Surprise Post Earnings • Feb 04Revenue beats expectationsRevenue exceeded analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 7.1%, compared to a 9.5% growth forecast for the Auto Components industry in Germany.
Is New 90 Day High Low • Jan 28New 90-day high: €7.70The company is up 17% from its price of €6.60 on 30 October 2020. The German market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 29% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.34 per share.
공시 • Dec 19JTEKT Corporation to Report Q3, 2021 Results on Feb 02, 2021JTEKT Corporation announced that they will report Q3, 2021 results on Feb 02, 2021
Is New 90 Day High Low • Dec 04New 90-day low: €6.25The company is down 2.0% from its price of €6.40 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.09 per share.
Reported Earnings • Nov 19Second quarter 2021 earnings released: EPS JP¥3.34The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥324.9b (down 9.7% from 2Q 2020). Net income: JP¥1.14b (up JP¥2.63b from 2Q 2020). Profit margin: 0.4% (up from net loss in 2Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 99% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Nov 19Revenue misses expectationsRevenue missed analyst estimates by 13%. Over the next year, revenue is forecast to grow 7.4%, compared to a 8.1% growth forecast for the Auto Components industry in Germany.
Reported Earnings • Nov 01First half earnings releasedOver the last 12 months the company has reported total losses of JP¥32.5b, with earnings decreasing by JP¥42.8b from the prior year. Total revenue was JP¥1.22t over the last 12 months, down 19% from the prior year.
Analyst Estimate Surprise Post Earnings • Nov 01Semi-annual earnings released: Revenue misses expectationsSemi-annual revenue missed analyst estimates by 13% at JP¥520.2b. Revenue is forecast to grow 6.1% over the next year, compared to a 3.8% growth forecast for the Auto Components industry in Germany.
공시 • Sep 03JTEKT Corporation to Report Q2, 2021 Results on Oct 29, 2020JTEKT Corporation announced that they will report Q2, 2021 results on Oct 29, 2020
공시 • Aug 13JTEKT Corporation (TSE:6473) cancelled the acquisition of YUTAKA SEIMITSU KOGYO, LTD. from Toyota Motor Corporation (TSE:7203).JTEKT Corporation (TSE:6473) entered into a basic agreement to acquire YUTAKA SEIMITSU KOGYO, LTD. from Toyota Motor Corporation (TSE:7203) on July 10, 2019. JTEKT Corporation signed a contract to acquire YUTAKA SEIMITSU KOGYO, LTD. from Toyota Motor Corporation for ¥10 billion on December 4, 2019. As reported, JTEKT Corporation will acquire 2.2 million YUTAKA SEIMITSU KOGYO shares. Once the transfer is complete, all Yutaka Seimitsu operations, such as those related to drive components (namely components that relay motive power from the engine through the transmission to the wheels), gear manufacturing, and gear processing machinery, will be transferred from Toyota to JTEKT. For the fiscal year ending March 2019, YUTAKA SEIMITSU KOGYO, LTD reported net assets of ¥12 billion, total assets of ¥23.3 billion, sales of ¥47.2 billion, operating income of ¥295 million and net income of ¥76 million. The transaction was resolved by Board of JTEKT Corporation on December 4, 2019. The planned share transfer execution date is January 1, 2020. The impact of the acquisition on the JTEKT Corporation's consolidated earnings forecasts is minor. Advisory fees is estimated at ¥45 million. JTEKT Corporation (TSE:6473) cancelled the acquisition of YUTAKA SEIMITSU KOGYO, LTD. from Toyota Motor Corporation (TSE:7203) on June 5, 2020.
공시 • Jun 22JTEKT Corporation(TSE:6473) dropped from S&P Japan Mid Cap 100JTEKT Corporation(TSE:6473) dropped from S&P Japan Mid Cap 100