View ValuationSekisui House 향후 성장Future 기준 점검 1/6Sekisui House (는) 각각 연간 3.8% 및 4.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.8% 로 예상됩니다.핵심 정보3.8%이익 성장률3.96%EPS 성장률Consumer Durables 이익 성장18.0%매출 성장률4.5%향후 자기자본이익률10.83%애널리스트 커버리지Good마지막 업데이트16 Jun 2026최근 향후 성장 업데이트공시 • Dec 05+ 1 more updateSekisui House, Ltd. Provides Consolidated Earning Guidance for the Fiscal Year Ending January 31, 2025Sekisui House, Ltd. provided consolidated earning guidance for the Fiscal Year Ending January 31, 2025. For the year, the company expects Net sales of JPY 4,000,000 million; Operating profit of JPY 320,000 million; Profit attributable to owners of parent of JPY 209,000 million; basic earnings per share of JPY 322.56.모든 업데이트 보기Recent updatesReported Earnings • Jun 04First quarter 2027 earnings released: EPS: JP¥90.21 (vs JP¥51.49 in 1Q 2026)First quarter 2027 results: EPS: JP¥90.21 (up from JP¥51.49 in 1Q 2026). Revenue: JP¥908.9b (up 1.7% from 1Q 2026). Net income: JP¥58.5b (up 75% from 1Q 2026). Profit margin: 6.4% (up from 3.7% in 1Q 2026). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Declared Dividend • May 21Final dividend of JP¥72.00 announcedShareholders will receive a dividend of JP¥72.00. Ex-date: 30th July 2026 Payment date: 30th September 2026 Dividend yield will be 406%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • May 06Sekisui House, Ltd. to Report Q1, 2027 Results on Jun 04, 2026Sekisui House, Ltd. announced that they will report Q1, 2027 results on Jun 04, 2026공시 • Mar 05Sekisui House, Ltd., Annual General Meeting, Apr 23, 2026Sekisui House, Ltd., Annual General Meeting, Apr 23, 2026.공시 • Oct 23Sekisui House, Ltd. to Report Q3, 2026 Results on Dec 04, 2025Sekisui House, Ltd. announced that they will report Q3, 2026 results on Dec 04, 2025공시 • Jul 25Sekisui House, Ltd. to Report Q2, 2026 Results on Sep 04, 2025Sekisui House, Ltd. announced that they will report Q2, 2026 results on Sep 04, 2025공시 • Apr 24Sekisui House, Ltd. to Report Q1, 2026 Results on Jun 05, 2025Sekisui House, Ltd. announced that they will report Q1, 2026 results on Jun 05, 2025공시 • Mar 06Sekisui House, Ltd., Annual General Meeting, Apr 23, 2025Sekisui House, Ltd., Annual General Meeting, Apr 23, 2025.공시 • Jan 24Sekisui House, Ltd. to Report Fiscal Year 2025 Results on Mar 06, 2025Sekisui House, Ltd. announced that they will report fiscal year 2025 results on Mar 06, 2025공시 • Dec 05+ 1 more updateSekisui House, Ltd. Provides Consolidated Earning Guidance for the Fiscal Year Ending January 31, 2025Sekisui House, Ltd. provided consolidated earning guidance for the Fiscal Year Ending January 31, 2025. For the year, the company expects Net sales of JPY 4,000,000 million; Operating profit of JPY 320,000 million; Profit attributable to owners of parent of JPY 209,000 million; basic earnings per share of JPY 322.56.공시 • Oct 26Sekisui House, Ltd. to Report Q3, 2025 Results on Dec 05, 2024Sekisui House, Ltd. announced that they will report Q3, 2025 results on Dec 05, 2024Declared Dividend • Sep 08First half dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 30th January 2025 Payment date: 28th April 2025 Dividend yield will be 270%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (18% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Sep 06Second quarter 2025 earnings released: EPS: JP¥112 (vs JP¥77.04 in 2Q 2024)Second quarter 2025 results: EPS: JP¥112 (up from JP¥77.04 in 2Q 2024). Revenue: JP¥1.08t (up 44% from 2Q 2024). Net income: JP¥72.6b (up 44% from 2Q 2024). Profit margin: 6.7% (in line with 2Q 2024). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 11% per year.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €18.80, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Consumer Durables industry in Europe. Total returns to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.45 per share.공시 • Jul 25Sekisui House, Ltd. to Report Q2, 2025 Results on Sep 05, 2024Sekisui House, Ltd. announced that they will report Q2, 2025 results on Sep 05, 2024Upcoming Dividend • Jul 23Upcoming dividend of JP¥64.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.0%).Reported Earnings • Jun 09First quarter 2025 earnings released: EPS: JP¥77.83 (vs JP¥63.33 in 1Q 2024)First quarter 2025 results: EPS: JP¥77.83 (up from JP¥63.33 in 1Q 2024). Revenue: JP¥777.1b (up 9.7% from 1Q 2024). Net income: JP¥50.4b (up 20% from 1Q 2024). Profit margin: 6.5% (up from 5.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year.Declared Dividend • May 26Final dividend of JP¥62.00 announcedShareholders will receive a dividend of JP¥62.00. Ex-date: 30th July 2024 Payment date: 30th September 2024 Dividend yield will be 297%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • May 02Maruenu Co.,Ltd. signed a stock transfer agreement to acquire 24.43% stake in Japan Power Fastening Co.,Ltd. (TSE:5950) from Sekisui House, Ltd. (TSE:1928) for approximately ¥440 million.Maruenu Co.,Ltd. signed a stock transfer agreement to acquire 24.43% stake in Japan Power Fastening Co.,Ltd. (TSE:5950) from Sekisui House, Ltd. (TSE:1928) for approximately ¥440 million on May 1, 2024. Under the terms, Maruenu will pay ¥442,000,800 to acquire 3,877,200 shares in Japan Power Fastening. The transaction is expected to close on May 9, 2024.공시 • Apr 27Sekisui House, Ltd. to Report Q1, 2025 Results on Jun 06, 2024Sekisui House, Ltd. announced that they will report Q1, 2025 results on Jun 06, 2024공시 • Mar 09Sekisui House, Ltd., Annual General Meeting, Apr 25, 2024Sekisui House, Ltd., Annual General Meeting, Apr 25, 2024.Reported Earnings • Mar 08Full year 2024 earnings released: EPS: JP¥309 (vs JP¥277 in FY 2023)Full year 2024 results: EPS: JP¥309 (up from JP¥277 in FY 2023). Revenue: JP¥3.11t (up 6.1% from FY 2023). Net income: JP¥202.3b (up 9.6% from FY 2023). Profit margin: 6.5% (up from 6.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.공시 • Jan 26Sekisui House, Ltd. to Report Fiscal Year 2024 Results on Mar 07, 2024Sekisui House, Ltd. announced that they will report fiscal year 2024 results on Mar 07, 2024Upcoming Dividend • Jan 23Upcoming dividend of JP¥59.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 26 April 2024. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.5%).Reported Earnings • Dec 08Third quarter 2024 earnings released: EPS: JP¥76.04 (vs JP¥68.93 in 3Q 2023)Third quarter 2024 results: EPS: JP¥76.04 (up from JP¥68.93 in 3Q 2023). Revenue: JP¥727.1b (up 2.9% from 3Q 2023). Net income: JP¥49.4b (up 8.0% from 3Q 2023). Profit margin: 6.8% (up from 6.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables 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 only increased by 9% per year, which means it is significantly lagging earnings growth.공시 • Oct 27Sekisui House, Ltd. to Report Q3, 2024 Results on Dec 07, 2023Sekisui House, Ltd. announced that they will report Q3, 2024 results on Dec 07, 2023Reported Earnings • Sep 08Second quarter 2024 earnings released: EPS: JP¥77.04 (vs JP¥69.62 in 2Q 2023)Second quarter 2024 results: EPS: JP¥77.04 (up from JP¥69.62 in 2Q 2023). Revenue: JP¥754.2b (up 11% from 2Q 2023). Net income: JP¥50.6b (up 8.5% from 2Q 2023). Profit margin: 6.7% (down from 6.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공시 • Jul 26Sekisui House, Ltd. to Report Q2, 2024 Results on Sep 07, 2023Sekisui House, Ltd. announced that they will report Q2, 2024 results on Sep 07, 2023Upcoming Dividend • Jul 21Upcoming dividend of JP¥59.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 02 October 2023. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.9%).Reported Earnings • Jun 09First quarter 2024 earnings released: EPS: JP¥63.33 (vs JP¥85.40 in 1Q 2023)First quarter 2024 results: EPS: JP¥63.33 (down from JP¥85.40 in 1Q 2023). Revenue: JP¥708.3b (down 4.8% from 1Q 2023). Net income: JP¥41.9b (down 27% from 1Q 2023). Profit margin: 5.9% (down from 7.7% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Consumer Durables 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 only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 10Full year 2023 earnings released: EPS: JP¥277 (vs JP¥227 in FY 2022)Full year 2023 results: EPS: JP¥277 (up from JP¥227 in FY 2022). Revenue: JP¥2.93t (up 13% from FY 2022). Net income: JP¥184.5b (up 20% from FY 2022). Profit margin: 6.3% (up from 5.9% in FY 2022). 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 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year.공시 • Jan 27Sekisui House, Ltd. to Report Fiscal Year 2023 Results on Mar 09, 2023Sekisui House, Ltd. announced that they will report fiscal year 2023 results on Mar 09, 2023Upcoming Dividend • Jan 23Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 27 April 2023. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (4.2%).Reported Earnings • Dec 10Third quarter 2023 earnings released: EPS: JP¥68.93 (vs JP¥64.20 in 3Q 2022)Third quarter 2023 results: EPS: JP¥68.93 (up from JP¥64.20 in 3Q 2022). Revenue: JP¥706.4b (up 14% from 3Q 2022). Net income: JP¥45.7b (up 5.5% from 3Q 2022). Profit margin: 6.5% (down from 7.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Shinichi Abe was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 11Second quarter 2023 earnings released: EPS: JP¥69.62 (vs JP¥53.70 in 2Q 2022)Second quarter 2023 results: EPS: JP¥69.62 (up from JP¥53.70 in 2Q 2022). Revenue: JP¥680.0b (up 11% from 2Q 2022). Net income: JP¥46.6b (up 28% from 2Q 2022). Profit margin: 6.9% (up from 5.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 21Upcoming dividend of JP¥47.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.5%). In line with average of industry peers (3.7%).Reported Earnings • Jun 11First quarter 2023 earnings released: EPS: JP¥85.40 (vs JP¥53.20 in 1Q 2022)First quarter 2023 results: EPS: JP¥85.40 (up from JP¥53.20 in 1Q 2022). Revenue: JP¥743.7b (up 22% from 1Q 2022). Net income: JP¥57.5b (up 59% from 1Q 2022). Profit margin: 7.7% (up from 5.9% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.5%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Outside Director Satoshi Tanaka was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 12Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥227 (up from JP¥181 in FY 2021). Revenue: JP¥2.59t (up 5.8% from FY 2021). Net income: JP¥153.9b (up 25% from FY 2021). Profit margin: 5.9% (up from 5.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 3.5%, compared to a 8.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 7% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jan 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 28 April 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.0%).Reported Earnings • Dec 17Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥64.20 (up from JP¥43.31 in 3Q 2021). Revenue: JP¥621.2b (up 3.4% from 3Q 2021). Net income: JP¥43.3b (up 47% from 3Q 2021). Profit margin: 7.0% (up from 4.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 4.4%, compared to a 4.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Reported Earnings • Sep 11Second quarter 2022 earnings released: EPS JP¥53.70 (vs JP¥42.25 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥615.0b (up 7.9% from 2Q 2021). Net income: JP¥36.4b (up 26% from 2Q 2021). Profit margin: 5.9% (up from 5.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Upcoming Dividend • Jul 22Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 30 September 2021. Trailing yield: 3.8%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.2%).Reported Earnings • Jun 15First quarter 2022 earnings released: EPS JP¥53.20 (vs JP¥44.85 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥608.6b (up 1.8% from 1Q 2021). Net income: JP¥36.2b (up 18% from 1Q 2021). Profit margin: 5.9% (up from 5.1% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.Reported Earnings • May 04Full year 2021 earnings released: EPS JP¥181 (vs JP¥206 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥2.45t (up 1.3% from FY 2020). Net income: JP¥123.5b (down 13% from FY 2020). Profit margin: 5.0% (down from 5.8% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.공시 • Mar 06Sekisui House, Ltd., Annual General Meeting, Apr 27, 2021Sekisui House, Ltd., Annual General Meeting, Apr 27, 2021.Reported Earnings • Mar 05Full year 2021 earnings released: EPS JP¥181 (vs JP¥206 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥2.45t (up 1.3% from FY 2020). Net income: JP¥123.5b (down 13% from FY 2020). Profit margin: 5.0% (down from 5.8% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 4% per year.Analyst Estimate Surprise Post Earnings • Mar 05Revenue beats expectationsRevenue exceeded analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 4.2%, compared to a 8.5% growth forecast for the Consumer Durables industry in Germany.Is New 90 Day High Low • Feb 27New 90-day low: €15.10The company is down 2.0% from its price of €15.40 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.46 per share.공시 • Jan 27Sekisui House, Ltd. to Report Fiscal Year 2021 Results on Mar 04, 2021Sekisui House, Ltd. announced that they will report fiscal year 2021 results on Mar 04, 2021Is New 90 Day High Low • Jan 13New 90-day high: €17.10The company is up 22% from its price of €14.00 on 14 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.63 per share.Is New 90 Day High Low • Dec 29New 90-day high: €16.60The company is up 11% from its price of €15.00 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.12 per share.Reported Earnings • Dec 17Third quarter 2021 earnings released: EPS JP¥43.31The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2021 results: Revenue: JP¥600.9b (up 14% from 3Q 2020). Net income: JP¥29.5b (down 26% from 3Q 2020). Profit margin: 4.9% (down from 7.6% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.Analyst Estimate Surprise Post Earnings • Dec 17Revenue misses expectationsRevenue missed analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 2.5%, compared to a 6.3% growth forecast for the Consumer Durables industry in Germany.Reported Earnings • Dec 09Third quarter 2021 earnings released: EPS JP¥43.31The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2021 results: Revenue: JP¥600.9b (up 14% from 3Q 2020). Net income: JP¥29.5b (down 26% from 3Q 2020). Profit margin: 4.9% (down from 7.6% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year.Analyst Estimate Surprise Post Earnings • Dec 09Revenue misses expectationsRevenue missed analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 2.3%, compared to a 3.9% growth forecast for the Consumer Durables industry in Germany.Is New 90 Day High Low • Dec 09New 90-day high: €16.50The company is up 1.0% from its price of €16.40 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.35 per share.Is New 90 Day High Low • Sep 30New 90-day low: €15.00The company is down 9.0% from its price of €16.50 on 02 July 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.96 per share.공시 • Jul 26Sekisui House, Ltd. to Report Q2, 2021 Results on Sep 10, 2020Sekisui House, Ltd. announced that they will report Q2, 2021 results on Sep 10, 2020이익 및 매출 성장 예측DB:SPH1 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수1/31/20294,833,826273,669202,250N/A71/31/20284,533,762238,376267,200N/A81/31/20274,317,486221,816169,863N/A94/30/20264,212,756257,201N/AN/AN/A1/31/20264,197,922232,095121,237216,325N/A10/31/20254,131,278199,943N/AN/AN/A7/31/20254,214,864196,325-45,10426,616N/A4/30/20254,175,575200,651N/AN/AN/A1/31/20254,058,583217,705-13,80862,885N/A10/31/20243,780,750225,263N/AN/AN/A7/31/20243,503,926232,8148,29788,857N/A4/30/20243,176,014210,818N/AN/AN/A1/31/20243,107,242202,325-61,25415,683N/A10/31/20232,988,265176,594N/AN/AN/A7/31/20232,967,636172,946-82,70713,953N/A4/30/20232,893,444168,969N/AN/AN/A1/31/20232,928,835184,52033,302125,464N/A10/31/20222,874,845187,825N/AN/AN/A7/31/20222,789,616185,42135,460104,259N/A4/30/20222,724,660175,219N/AN/AN/A1/31/20222,589,579153,90535,083118,034N/A10/31/20212,522,830150,474N/AN/AN/A7/31/20212,502,523136,652123,749227,591N/A4/30/20212,457,398129,087N/AN/AN/A1/31/20212,446,904123,542104,482191,972N/A10/31/20202,448,844112,752N/AN/AN/A7/31/20202,375,337123,254106,994170,378N/A4/30/20202,536,126148,229N/AN/AN/A1/31/20202,415,186141,256N/A363,766N/A10/31/20192,407,431163,126N/AN/AN/A7/31/20192,365,530148,179N/A420,568N/A4/30/20192,177,525129,866N/AN/AN/A1/31/20192,160,316128,582N/A125,088N/A10/31/20182,152,731130,282N/AN/AN/A7/31/20182,152,500130,063N/A106,059N/A4/30/20182,178,602129,777N/AN/AN/A1/31/20182,159,363133,224N/A165,355N/A10/31/20172,075,936124,560N/AN/AN/A7/31/20172,086,793130,791N/A120,520N/A4/30/20172,062,297132,383N/AN/AN/A1/31/20172,026,931121,853N/A115,820N/A10/31/20161,940,18596,279N/AN/AN/A7/31/20161,876,92984,317N/A42,905N/A4/30/20161,862,40887,972N/AN/AN/A1/31/20161,858,87984,302N/A45,884N/A10/31/20151,973,075105,284N/AN/AN/A7/31/20151,934,147100,099N/A163,005N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: SPH1 의 연간 예상 수익 증가율(3.8%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: SPH1 의 연간 수익(3.8%)이 German 시장(17%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: SPH1 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: SPH1 의 수익(연간 4.5%)이 German 시장(연간 6.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: SPH1 의 수익(연간 4.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: SPH1의 자본 수익률은 3년 후 10.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-durables 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/17 08:02종가2026/06/17 00:00수익2026/04/30연간 수익2026/01/31데이터 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 소스Sekisui House, Ltd.는 21명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Takashi HashimotoBarclaysTakumi KasaiBofA Global ResearchMasashi MikiCitigroup Inc18명의 분석가 더 보기
공시 • Dec 05+ 1 more updateSekisui House, Ltd. Provides Consolidated Earning Guidance for the Fiscal Year Ending January 31, 2025Sekisui House, Ltd. provided consolidated earning guidance for the Fiscal Year Ending January 31, 2025. For the year, the company expects Net sales of JPY 4,000,000 million; Operating profit of JPY 320,000 million; Profit attributable to owners of parent of JPY 209,000 million; basic earnings per share of JPY 322.56.
Reported Earnings • Jun 04First quarter 2027 earnings released: EPS: JP¥90.21 (vs JP¥51.49 in 1Q 2026)First quarter 2027 results: EPS: JP¥90.21 (up from JP¥51.49 in 1Q 2026). Revenue: JP¥908.9b (up 1.7% from 1Q 2026). Net income: JP¥58.5b (up 75% from 1Q 2026). Profit margin: 6.4% (up from 3.7% in 1Q 2026). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Declared Dividend • May 21Final dividend of JP¥72.00 announcedShareholders will receive a dividend of JP¥72.00. Ex-date: 30th July 2026 Payment date: 30th September 2026 Dividend yield will be 406%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 06Sekisui House, Ltd. to Report Q1, 2027 Results on Jun 04, 2026Sekisui House, Ltd. announced that they will report Q1, 2027 results on Jun 04, 2026
공시 • Mar 05Sekisui House, Ltd., Annual General Meeting, Apr 23, 2026Sekisui House, Ltd., Annual General Meeting, Apr 23, 2026.
공시 • Oct 23Sekisui House, Ltd. to Report Q3, 2026 Results on Dec 04, 2025Sekisui House, Ltd. announced that they will report Q3, 2026 results on Dec 04, 2025
공시 • Jul 25Sekisui House, Ltd. to Report Q2, 2026 Results on Sep 04, 2025Sekisui House, Ltd. announced that they will report Q2, 2026 results on Sep 04, 2025
공시 • Apr 24Sekisui House, Ltd. to Report Q1, 2026 Results on Jun 05, 2025Sekisui House, Ltd. announced that they will report Q1, 2026 results on Jun 05, 2025
공시 • Mar 06Sekisui House, Ltd., Annual General Meeting, Apr 23, 2025Sekisui House, Ltd., Annual General Meeting, Apr 23, 2025.
공시 • Jan 24Sekisui House, Ltd. to Report Fiscal Year 2025 Results on Mar 06, 2025Sekisui House, Ltd. announced that they will report fiscal year 2025 results on Mar 06, 2025
공시 • Dec 05+ 1 more updateSekisui House, Ltd. Provides Consolidated Earning Guidance for the Fiscal Year Ending January 31, 2025Sekisui House, Ltd. provided consolidated earning guidance for the Fiscal Year Ending January 31, 2025. For the year, the company expects Net sales of JPY 4,000,000 million; Operating profit of JPY 320,000 million; Profit attributable to owners of parent of JPY 209,000 million; basic earnings per share of JPY 322.56.
공시 • Oct 26Sekisui House, Ltd. to Report Q3, 2025 Results on Dec 05, 2024Sekisui House, Ltd. announced that they will report Q3, 2025 results on Dec 05, 2024
Declared Dividend • Sep 08First half dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 30th January 2025 Payment date: 28th April 2025 Dividend yield will be 270%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (18% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Sep 06Second quarter 2025 earnings released: EPS: JP¥112 (vs JP¥77.04 in 2Q 2024)Second quarter 2025 results: EPS: JP¥112 (up from JP¥77.04 in 2Q 2024). Revenue: JP¥1.08t (up 44% from 2Q 2024). Net income: JP¥72.6b (up 44% from 2Q 2024). Profit margin: 6.7% (in line with 2Q 2024). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 11% per year.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €18.80, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Consumer Durables industry in Europe. Total returns to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.45 per share.
공시 • Jul 25Sekisui House, Ltd. to Report Q2, 2025 Results on Sep 05, 2024Sekisui House, Ltd. announced that they will report Q2, 2025 results on Sep 05, 2024
Upcoming Dividend • Jul 23Upcoming dividend of JP¥64.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.0%).
Reported Earnings • Jun 09First quarter 2025 earnings released: EPS: JP¥77.83 (vs JP¥63.33 in 1Q 2024)First quarter 2025 results: EPS: JP¥77.83 (up from JP¥63.33 in 1Q 2024). Revenue: JP¥777.1b (up 9.7% from 1Q 2024). Net income: JP¥50.4b (up 20% from 1Q 2024). Profit margin: 6.5% (up from 5.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year.
Declared Dividend • May 26Final dividend of JP¥62.00 announcedShareholders will receive a dividend of JP¥62.00. Ex-date: 30th July 2024 Payment date: 30th September 2024 Dividend yield will be 297%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 02Maruenu Co.,Ltd. signed a stock transfer agreement to acquire 24.43% stake in Japan Power Fastening Co.,Ltd. (TSE:5950) from Sekisui House, Ltd. (TSE:1928) for approximately ¥440 million.Maruenu Co.,Ltd. signed a stock transfer agreement to acquire 24.43% stake in Japan Power Fastening Co.,Ltd. (TSE:5950) from Sekisui House, Ltd. (TSE:1928) for approximately ¥440 million on May 1, 2024. Under the terms, Maruenu will pay ¥442,000,800 to acquire 3,877,200 shares in Japan Power Fastening. The transaction is expected to close on May 9, 2024.
공시 • Apr 27Sekisui House, Ltd. to Report Q1, 2025 Results on Jun 06, 2024Sekisui House, Ltd. announced that they will report Q1, 2025 results on Jun 06, 2024
공시 • Mar 09Sekisui House, Ltd., Annual General Meeting, Apr 25, 2024Sekisui House, Ltd., Annual General Meeting, Apr 25, 2024.
Reported Earnings • Mar 08Full year 2024 earnings released: EPS: JP¥309 (vs JP¥277 in FY 2023)Full year 2024 results: EPS: JP¥309 (up from JP¥277 in FY 2023). Revenue: JP¥3.11t (up 6.1% from FY 2023). Net income: JP¥202.3b (up 9.6% from FY 2023). Profit margin: 6.5% (up from 6.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
공시 • Jan 26Sekisui House, Ltd. to Report Fiscal Year 2024 Results on Mar 07, 2024Sekisui House, Ltd. announced that they will report fiscal year 2024 results on Mar 07, 2024
Upcoming Dividend • Jan 23Upcoming dividend of JP¥59.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 26 April 2024. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.5%).
Reported Earnings • Dec 08Third quarter 2024 earnings released: EPS: JP¥76.04 (vs JP¥68.93 in 3Q 2023)Third quarter 2024 results: EPS: JP¥76.04 (up from JP¥68.93 in 3Q 2023). Revenue: JP¥727.1b (up 2.9% from 3Q 2023). Net income: JP¥49.4b (up 8.0% from 3Q 2023). Profit margin: 6.8% (up from 6.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables 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 only increased by 9% per year, which means it is significantly lagging earnings growth.
공시 • Oct 27Sekisui House, Ltd. to Report Q3, 2024 Results on Dec 07, 2023Sekisui House, Ltd. announced that they will report Q3, 2024 results on Dec 07, 2023
Reported Earnings • Sep 08Second quarter 2024 earnings released: EPS: JP¥77.04 (vs JP¥69.62 in 2Q 2023)Second quarter 2024 results: EPS: JP¥77.04 (up from JP¥69.62 in 2Q 2023). Revenue: JP¥754.2b (up 11% from 2Q 2023). Net income: JP¥50.6b (up 8.5% from 2Q 2023). Profit margin: 6.7% (down from 6.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공시 • Jul 26Sekisui House, Ltd. to Report Q2, 2024 Results on Sep 07, 2023Sekisui House, Ltd. announced that they will report Q2, 2024 results on Sep 07, 2023
Upcoming Dividend • Jul 21Upcoming dividend of JP¥59.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 02 October 2023. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.9%).
Reported Earnings • Jun 09First quarter 2024 earnings released: EPS: JP¥63.33 (vs JP¥85.40 in 1Q 2023)First quarter 2024 results: EPS: JP¥63.33 (down from JP¥85.40 in 1Q 2023). Revenue: JP¥708.3b (down 4.8% from 1Q 2023). Net income: JP¥41.9b (down 27% from 1Q 2023). Profit margin: 5.9% (down from 7.7% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Consumer Durables 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 only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 10Full year 2023 earnings released: EPS: JP¥277 (vs JP¥227 in FY 2022)Full year 2023 results: EPS: JP¥277 (up from JP¥227 in FY 2022). Revenue: JP¥2.93t (up 13% from FY 2022). Net income: JP¥184.5b (up 20% from FY 2022). Profit margin: 6.3% (up from 5.9% in FY 2022). 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 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year.
공시 • Jan 27Sekisui House, Ltd. to Report Fiscal Year 2023 Results on Mar 09, 2023Sekisui House, Ltd. announced that they will report fiscal year 2023 results on Mar 09, 2023
Upcoming Dividend • Jan 23Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 27 April 2023. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (4.2%).
Reported Earnings • Dec 10Third quarter 2023 earnings released: EPS: JP¥68.93 (vs JP¥64.20 in 3Q 2022)Third quarter 2023 results: EPS: JP¥68.93 (up from JP¥64.20 in 3Q 2022). Revenue: JP¥706.4b (up 14% from 3Q 2022). Net income: JP¥45.7b (up 5.5% from 3Q 2022). Profit margin: 6.5% (down from 7.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Shinichi Abe was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 11Second quarter 2023 earnings released: EPS: JP¥69.62 (vs JP¥53.70 in 2Q 2022)Second quarter 2023 results: EPS: JP¥69.62 (up from JP¥53.70 in 2Q 2022). Revenue: JP¥680.0b (up 11% from 2Q 2022). Net income: JP¥46.6b (up 28% from 2Q 2022). Profit margin: 6.9% (up from 5.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 21Upcoming dividend of JP¥47.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.5%). In line with average of industry peers (3.7%).
Reported Earnings • Jun 11First quarter 2023 earnings released: EPS: JP¥85.40 (vs JP¥53.20 in 1Q 2022)First quarter 2023 results: EPS: JP¥85.40 (up from JP¥53.20 in 1Q 2022). Revenue: JP¥743.7b (up 22% from 1Q 2022). Net income: JP¥57.5b (up 59% from 1Q 2022). Profit margin: 7.7% (up from 5.9% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.5%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Outside Director Satoshi Tanaka was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 12Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥227 (up from JP¥181 in FY 2021). Revenue: JP¥2.59t (up 5.8% from FY 2021). Net income: JP¥153.9b (up 25% from FY 2021). Profit margin: 5.9% (up from 5.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 3.5%, compared to a 8.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 7% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jan 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 28 April 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.0%).
Reported Earnings • Dec 17Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥64.20 (up from JP¥43.31 in 3Q 2021). Revenue: JP¥621.2b (up 3.4% from 3Q 2021). Net income: JP¥43.3b (up 47% from 3Q 2021). Profit margin: 7.0% (up from 4.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 4.4%, compared to a 4.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Reported Earnings • Sep 11Second quarter 2022 earnings released: EPS JP¥53.70 (vs JP¥42.25 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥615.0b (up 7.9% from 2Q 2021). Net income: JP¥36.4b (up 26% from 2Q 2021). Profit margin: 5.9% (up from 5.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jul 22Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 30 September 2021. Trailing yield: 3.8%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.2%).
Reported Earnings • Jun 15First quarter 2022 earnings released: EPS JP¥53.20 (vs JP¥44.85 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥608.6b (up 1.8% from 1Q 2021). Net income: JP¥36.2b (up 18% from 1Q 2021). Profit margin: 5.9% (up from 5.1% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.
Reported Earnings • May 04Full year 2021 earnings released: EPS JP¥181 (vs JP¥206 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥2.45t (up 1.3% from FY 2020). Net income: JP¥123.5b (down 13% from FY 2020). Profit margin: 5.0% (down from 5.8% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.
공시 • Mar 06Sekisui House, Ltd., Annual General Meeting, Apr 27, 2021Sekisui House, Ltd., Annual General Meeting, Apr 27, 2021.
Reported Earnings • Mar 05Full year 2021 earnings released: EPS JP¥181 (vs JP¥206 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥2.45t (up 1.3% from FY 2020). Net income: JP¥123.5b (down 13% from FY 2020). Profit margin: 5.0% (down from 5.8% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 4% per year.
Analyst Estimate Surprise Post Earnings • Mar 05Revenue beats expectationsRevenue exceeded analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 4.2%, compared to a 8.5% growth forecast for the Consumer Durables industry in Germany.
Is New 90 Day High Low • Feb 27New 90-day low: €15.10The company is down 2.0% from its price of €15.40 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.46 per share.
공시 • Jan 27Sekisui House, Ltd. to Report Fiscal Year 2021 Results on Mar 04, 2021Sekisui House, Ltd. announced that they will report fiscal year 2021 results on Mar 04, 2021
Is New 90 Day High Low • Jan 13New 90-day high: €17.10The company is up 22% from its price of €14.00 on 14 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.63 per share.
Is New 90 Day High Low • Dec 29New 90-day high: €16.60The company is up 11% from its price of €15.00 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.12 per share.
Reported Earnings • Dec 17Third quarter 2021 earnings released: EPS JP¥43.31The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2021 results: Revenue: JP¥600.9b (up 14% from 3Q 2020). Net income: JP¥29.5b (down 26% from 3Q 2020). Profit margin: 4.9% (down from 7.6% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.
Analyst Estimate Surprise Post Earnings • Dec 17Revenue misses expectationsRevenue missed analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 2.5%, compared to a 6.3% growth forecast for the Consumer Durables industry in Germany.
Reported Earnings • Dec 09Third quarter 2021 earnings released: EPS JP¥43.31The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2021 results: Revenue: JP¥600.9b (up 14% from 3Q 2020). Net income: JP¥29.5b (down 26% from 3Q 2020). Profit margin: 4.9% (down from 7.6% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year.
Analyst Estimate Surprise Post Earnings • Dec 09Revenue misses expectationsRevenue missed analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 2.3%, compared to a 3.9% growth forecast for the Consumer Durables industry in Germany.
Is New 90 Day High Low • Dec 09New 90-day high: €16.50The company is up 1.0% from its price of €16.40 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.35 per share.
Is New 90 Day High Low • Sep 30New 90-day low: €15.00The company is down 9.0% from its price of €16.50 on 02 July 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.96 per share.
공시 • Jul 26Sekisui House, Ltd. to Report Q2, 2021 Results on Sep 10, 2020Sekisui House, Ltd. announced that they will report Q2, 2021 results on Sep 10, 2020