View ValuationTPR 향후 성장Future 기준 점검 1/6TPR 의 수익은 연간 2.9% 감소할 것으로 예상되는 반면, 연간 수익은 7.2% 로 증가할 것으로 예상됩니다. EPS는 연간 2.3% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.2% 로 예상됩니다.핵심 정보-2.9%이익 성장률-2.26%EPS 성장률Auto Components 이익 성장10.1%매출 성장률7.2%향후 자기자본이익률5.20%애널리스트 커버리지Low마지막 업데이트17 Mar 2026최근 향후 성장 업데이트공시 • Feb 14+ 2 more updatesTPR Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2026TPR Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2026. For the year, the company expects net sales of ¥183,400 million, operating profit of ¥9,400 million, Profit attributable to owners of parent of ¥7,300 million and Earnings per share of ¥111.10. Basic earnings per share in the consolidated earnings forecasts for the fiscal year ending March 31, 2026 (full year) takes into account the effect of the stock split (two-for-one stock split). Without taking into account the stock split, basic earnings per share in the consolidated earnings forecasts for the fiscal year ending March 31, 2026 (full year) will be ¥222.21.Price Target Changed • Oct 10Price target increased by 18% to JP¥1,180Up from JP¥1,000, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,189. Stock is up 2.9% over the past year. The company is forecast to post earnings per share of JP¥117 for next year compared to JP¥132 last year.Major Estimate Revision • Jun 14Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥200.0b to JP¥190.0b. EPS estimate also fell from JP¥284 per share to JP¥225 per share. Net income forecast to shrink 16% next year vs 2.5% growth forecast for Auto Components industry in Japan . Consensus price target down from JP¥2,450 to JP¥2,000. Share price was steady at JP¥1,880 over the past week.Price Target Changed • Jun 13Price target decreased by 20% to JP¥2,000Down from JP¥2,500, the current price target is provided by 1 analyst. New target price is 6.4% above last closing price of JP¥1,880. Stock is down 24% over the past year. The company is forecast to post earnings per share of JP¥225 for next year compared to JP¥264 last year.공시 • May 16+ 1 more updateTPR Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025TPR Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2025. For the year, the company expects net sales of JPY 192,200 million, Operating profit of JPY 12,600 million, Profit attributable to owners of parent of JPY 8,400 million and Basic earnings per share of JPY 249.11.공시 • Aug 12TPR Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024TPR Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2024. For the year, the company expected net sales of JPY 189,400 million, Operating profit of JPY 9,600 million, Profit attributable to owners of parent of JPY 6,800 million and Basic earnings per share of JPY 201.79.모든 업데이트 보기Recent updatesReported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥143 (up from JP¥132 in FY 2025). Revenue: JP¥190.6b (down 1.0% from FY 2025). Net income: JP¥9.39b (up 6.0% from FY 2025). Profit margin: 4.9% (up from 4.6% in FY 2025). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 26%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 18% per year.공시 • May 15+ 1 more updateTPR Co., Ltd., Annual General Meeting, Jun 23, 2026TPR Co., Ltd., Annual General Meeting, Jun 23, 2026.Buy Or Sell Opportunity • May 15Now 20% overvaluedOver the last 90 days, the stock has fallen 4.4% to JP¥1,319. The fair value is estimated to be JP¥1,095, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 1.6% in the next 2 years.공시 • May 10TPR Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026TPR Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥31.28 (vs JP¥60.82 in 3Q 2025)Third quarter 2026 results: EPS: JP¥31.28 (down from JP¥60.82 in 3Q 2025). Revenue: JP¥47.7b (down 1.0% from 3Q 2025). Net income: JP¥2.05b (down 50% from 3Q 2025). Profit margin: 4.3% (down from 8.5% in 3Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 26% per year.공시 • Feb 14+ 2 more updatesTPR Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2026TPR Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2026. For the year, the company expects net sales of ¥183,400 million, operating profit of ¥9,400 million, Profit attributable to owners of parent of ¥7,300 million and Earnings per share of ¥111.10. Basic earnings per share in the consolidated earnings forecasts for the fiscal year ending March 31, 2026 (full year) takes into account the effect of the stock split (two-for-one stock split). Without taking into account the stock split, basic earnings per share in the consolidated earnings forecasts for the fiscal year ending March 31, 2026 (full year) will be ¥222.21.Buy Or Sell Opportunity • Dec 13Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 6.4% to JP¥1,294. The fair value is estimated to be JP¥1,056, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 28%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to decline by 26% in the next 2 years.Declared Dividend • Dec 11First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 30th March 2026 Payment date: 9th June 2026 Dividend yield will be 5.9%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 17% over the next 3 years. However, it would need to fall by 65% to increase the payout ratio to a potentially unsustainable range.공시 • Nov 29TPR Co., Ltd. to Report Q3, 2026 Results on Feb 13, 2026TPR Co., Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026Buy Or Sell Opportunity • Nov 26Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.3% to JP¥1,261. The fair value is estimated to be JP¥1,039, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to decline by 26% in the next 2 years.분석 기사 • Nov 20Solid Earnings May Not Tell The Whole Story For TPR (TSE:6463)TPR Co., Ltd.'s ( TSE:6463 ) robust recent earnings didn't do much to move the stock. We believe that shareholders have...Reported Earnings • Nov 15Second quarter 2026 earnings releasedSecond quarter 2026 results: Revenue: JP¥46.5b (down 7.0% from 2Q 2025). Net income: JP¥3.50b (up 115% from 2Q 2025). Profit margin: 7.5% (up from 3.3% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Auto Components industry in Japan.Buy Or Sell Opportunity • Oct 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to JP¥1,199. The fair value is estimated to be JP¥988, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 7.1% in 2 years. Earnings are forecast to decline by 14% in the next 2 years.Price Target Changed • Oct 10Price target increased by 18% to JP¥1,180Up from JP¥1,000, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,189. Stock is up 2.9% over the past year. The company is forecast to post earnings per share of JP¥117 for next year compared to JP¥132 last year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 10 December 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.0%).분석 기사 • Sep 05TPR (TSE:6463) Is Due To Pay A Dividend Of ¥50.00The board of TPR Co., Ltd. ( TSE:6463 ) has announced that it will pay a dividend on the 10th of December, with...공시 • Sep 05TPR Co., Ltd. to Report Q2, 2026 Results on Nov 13, 2025TPR Co., Ltd. announced that they will report Q2, 2026 results on Nov 13, 2025Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥43.74 (vs JP¥49.59 in 1Q 2025)First quarter 2026 results: EPS: JP¥43.74 (down from JP¥49.59 in 1Q 2025). Revenue: JP¥43.9b (down 7.6% from 1Q 2025). Net income: JP¥1.45b (down 13% from 1Q 2025). Profit margin: 3.3% (down from 3.5% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 20% per year.Declared Dividend • Jul 09Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2025 Payment date: 10th December 2025 Dividend yield will be 4.9%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 6.4% over the next 3 years. However, it would need to fall by 58% to increase the payout ratio to a potentially unsustainable range.공시 • Jun 29TPR Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025TPR Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025공시 • Jun 24TPR Co., Ltd. (TSE:6463) announces an Equity Buyback for 1,300,000 shares, representing 3.92% for ¥2,500 million.TPR Co., Ltd. (TSE:6463) announces a share repurchase program. Under the program, the company will repurchase up to 1,300,000 common shares, representing 2.08% of its issued and outstanding shares, for total worth of ¥2,500 million. The purpose of the plan is to enhance shareholder returns by flexibly implementing the capital policy and to improve capital efficiency. The plan will be valid up to February 27, 2026. As of March 31, 2025, the company had 33,189,826 shares issued and outstanding and 1,110,273 shares in its treasury.Reported Earnings • Jun 24Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥264 (up from JP¥243 in FY 2024). Revenue: JP¥192.5b (flat on FY 2024). Net income: JP¥8.87b (up 8.2% from FY 2024). Profit margin: 4.6% (up from 4.2% in FY 2024). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 2.9%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 15% per year.Major Estimate Revision • Jun 14Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥200.0b to JP¥190.0b. EPS estimate also fell from JP¥284 per share to JP¥225 per share. Net income forecast to shrink 16% next year vs 2.5% growth forecast for Auto Components industry in Japan . Consensus price target down from JP¥2,450 to JP¥2,000. Share price was steady at JP¥1,880 over the past week.Price Target Changed • Jun 13Price target decreased by 20% to JP¥2,000Down from JP¥2,500, the current price target is provided by 1 analyst. New target price is 6.4% above last closing price of JP¥1,880. Stock is down 24% over the past year. The company is forecast to post earnings per share of JP¥225 for next year compared to JP¥264 last year.New Risk • Jun 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.6% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • May 20Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥264 (up from JP¥243 in FY 2024). Revenue: JP¥192.5b (flat on FY 2024). Net income: JP¥8.87b (up 8.2% from FY 2024). Profit margin: 4.6% (up from 4.2% in FY 2024). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 2.9%. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 19% per year.공시 • May 15TPR Co., Ltd., Annual General Meeting, Jun 24, 2025TPR Co., Ltd., Annual General Meeting, Jun 24, 2025.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,023, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Auto Components industry in Japan. Total returns to shareholders of 83% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 10 June 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).분석 기사 • Mar 11TPR (TSE:6463) Has Announced A Dividend Of ¥50.00TPR Co., Ltd.'s ( TSE:6463 ) investors are due to receive a payment of ¥50.00 per share on 10th of June. This will take...공시 • Mar 11TPR Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025TPR Co., Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on May 15, 2025Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥122 (vs JP¥70.34 in 3Q 2024)Third quarter 2025 results: EPS: JP¥122 (up from JP¥70.34 in 3Q 2024). Revenue: JP¥48.2b (down 4.0% from 3Q 2024). Net income: JP¥4.10b (up 73% from 3Q 2024). Profit margin: 8.5% (up from 4.7% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 18% per year.분석 기사 • Jan 08TPR's (TSE:6463) Dividend Will Be ¥50.00TPR Co., Ltd.'s ( TSE:6463 ) investors are due to receive a payment of ¥50.00 per share on 10th of June. This makes the...분석 기사 • Dec 25TPR (TSE:6463) Will Pay A Dividend Of ¥50.00The board of TPR Co., Ltd. ( TSE:6463 ) has announced that it will pay a dividend of ¥50.00 per share on the 10th of...분석 기사 • Dec 11TPR's (TSE:6463) Dividend Will Be ¥50.00The board of TPR Co., Ltd. ( TSE:6463 ) has announced that it will pay a dividend on the 10th of June, with investors...Declared Dividend • Dec 11First half dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 28th March 2025 Payment date: 10th June 2025 Dividend yield will be 4.3%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Dec 03TPR Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025TPR Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025분석 기사 • Nov 22TPR's (TSE:6463) Solid Earnings Are Supported By Other Strong FactorsThe subdued stock price reaction suggests that TPR Co., Ltd.'s ( TSE:6463 ) strong earnings didn't offer any surprises...Reported Earnings • Nov 17Second quarter 2025 earnings released: EPS: JP¥48.21 (vs JP¥61.52 in 2Q 2024)Second quarter 2025 results: EPS: JP¥48.21 (down from JP¥61.52 in 2Q 2024). Revenue: JP¥50.0b (up 4.1% from 2Q 2024). Net income: JP¥1.63b (down 22% from 2Q 2024). Profit margin: 3.3% (down from 4.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Sep 27TPR (TSE:6463) Has Announced That It Will Be Increasing Its Dividend To ¥50.00TPR Co., Ltd. ( TSE:6463 ) will increase its dividend from last year's comparable payment on the 11th of December to...공시 • Sep 26TPR Co., Ltd. to Report Q2, 2025 Results on Nov 13, 2024TPR Co., Ltd. announced that they will report Q2, 2025 results on Nov 13, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.5%).분석 기사 • Aug 28TPR's (TSE:6463) Dividend Will Be Increased To ¥50.00TPR Co., Ltd. ( TSE:6463 ) will increase its dividend from last year's comparable payment on the 11th of December to...Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥50.97 (vs JP¥38.66 in 1Q 2024)First quarter 2025 results: EPS: JP¥50.97 (up from JP¥38.66 in 1Q 2024). Revenue: JP¥45.0b (up 2.0% from 1Q 2024). Net income: JP¥1.72b (up 32% from 1Q 2024). Profit margin: 3.8% (up from 3.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Auto Components industry in Japan. 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 13% per year, which means it is well ahead of earnings.분석 기사 • Aug 14TPR's (TSE:6463) Upcoming Dividend Will Be Larger Than Last Year'sThe board of TPR Co., Ltd. ( TSE:6463 ) has announced that it will be paying its dividend of ¥50.00 on the 11th of...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,938, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Auto Components industry in Japan. Total returns to shareholders of 38% over the past three years.분석 기사 • Jul 26TPR (TSE:6463) Is Increasing Its Dividend To ¥50.00TPR Co., Ltd. ( TSE:6463 ) will increase its dividend from last year's comparable payment on the 11th of December to...Buy Or Sell Opportunity • Jul 16Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to JP¥2,526. The fair value is estimated to be JP¥2,105, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has declined by 3.1%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.분석 기사 • Jul 12TPR's (TSE:6463) Dividend Will Be Increased To ¥50.00TPR Co., Ltd. ( TSE:6463 ) will increase its dividend from last year's comparable payment on the 11th of December to...Declared Dividend • Jul 11Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 27th September 2024 Payment date: 11th December 2024 Dividend yield will be 3.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 35% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공시 • Jun 17TPR Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024TPR Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024분석 기사 • May 22We Think TPR's (TSE:6463) Robust Earnings Are ConservativeThe subdued stock price reaction suggests that TPR Co., Ltd.'s ( TSE:6463 ) strong earnings didn't offer any surprises...Reported Earnings • May 20Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥243 (up from JP¥113 in FY 2023). Revenue: JP¥193.8b (up 8.5% from FY 2023). Net income: JP¥8.20b (up 113% from FY 2023). Profit margin: 4.2% (up from 2.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.1%. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.공시 • May 17TPR Co., Ltd., Annual General Meeting, Jun 27, 2024TPR Co., Ltd., Annual General Meeting, Jun 27, 2024.공시 • May 16+ 1 more updateTPR Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025TPR Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2025. For the year, the company expects net sales of JPY 192,200 million, Operating profit of JPY 12,600 million, Profit attributable to owners of parent of JPY 8,400 million and Basic earnings per share of JPY 249.11.Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 June 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.6%).분석 기사 • Mar 21TPR (TSE:6463) Is Due To Pay A Dividend Of ¥30.00The board of TPR Co., Ltd. ( TSE:6463 ) has announced that it will pay a dividend on the 10th of June, with investors...공시 • Mar 20TPR Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024TPR Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: JP¥70.34 (vs JP¥29.94 in 3Q 2023)Third quarter 2024 results: EPS: JP¥70.34 (up from JP¥29.94 in 3Q 2023). Revenue: JP¥50.2b (up 7.0% from 3Q 2023). Net income: JP¥2.37b (up 134% from 3Q 2023). Profit margin: 4.7% (up from 2.2% 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 3.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.공시 • Dec 20TPR Co., Ltd. to Report Q3, 2024 Results on Feb 13, 2024TPR Co., Ltd. announced that they will report Q3, 2024 results on Feb 13, 2024New Risk • Dec 12New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.1% increase in shares outstanding).Reported Earnings • Nov 15Second quarter 2024 earnings released: EPS: JP¥61.51 (vs JP¥22.30 in 2Q 2023)Second quarter 2024 results: EPS: JP¥61.51 (up from JP¥22.30 in 2Q 2023). Revenue: JP¥48.0b (up 11% from 2Q 2023). Net income: JP¥2.07b (up 172% from 2Q 2023). Profit margin: 4.3% (up from 1.8% in 2Q 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 4.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 21Upcoming dividend of JP¥30.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).공시 • Sep 17TPR Co., Ltd. to Report Q2, 2024 Results on Nov 13, 2023TPR Co., Ltd. announced that they will report Q2, 2024 results on Nov 13, 2023Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥38.66 (vs JP¥17.18 in 1Q 2023)First quarter 2024 results: EPS: JP¥38.66 (up from JP¥17.18 in 1Q 2023). Revenue: JP¥44.1b (up 12% from 1Q 2023). Net income: JP¥1.30b (up 120% from 1Q 2023). Profit margin: 3.0% (up from 1.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.공시 • Aug 12TPR Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024TPR Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2024. For the year, the company expected net sales of JPY 189,400 million, Operating profit of JPY 9,600 million, Profit attributable to owners of parent of JPY 6,800 million and Basic earnings per share of JPY 201.79.Major Estimate Revision • Jul 21Consensus EPS estimates increase by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥200 to JP¥234. Revenue forecast unchanged at JP¥190.0b. Net income forecast to grow 106% next year vs 26% growth forecast for Auto Components industry in Japan. Consensus price target up from JP¥1,500 to JP¥1,800. Share price rose 2.6% to JP¥1,747 over the past week.공시 • Jun 21TPR Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023TPR Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023Reported Earnings • May 18Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥113 (down from JP¥234 in FY 2022). Revenue: JP¥178.6b (up 9.2% from FY 2022). Net income: JP¥3.84b (down 53% from FY 2022). Profit margin: 2.2% (down from 4.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 36%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.공시 • May 17+ 3 more updatesTPR Co., Ltd. Declares Dividend for the Year Ended March 31, 2023, Payable on June 9, 2023TPR Co., Ltd. declared a dividend of ¥28.00 per share for the year ended March 31, 2023 against ¥29.00 paid last year. Scheduled date of commence dividend payments on June 9, 2023.공시 • May 16TPR Co., Ltd., Annual General Meeting, Jun 29, 2023TPR Co., Ltd., Annual General Meeting, Jun 29, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 09 June 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.2%).Reported Earnings • Feb 14Third quarter 2023 earnings released: EPS: JP¥29.94 (vs JP¥37.00 in 3Q 2022)Third quarter 2023 results: EPS: JP¥29.94 (down from JP¥37.00 in 3Q 2022). Revenue: JP¥46.9b (up 20% from 3Q 2022). Net income: JP¥1.01b (down 21% from 3Q 2022). Profit margin: 2.2% (down from 3.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 7% per year.공시 • Feb 13+ 1 more updateTPR Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023TPR Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expected net sales of JPY 177,700 million, Operating profit of JPY 5,500 million, Profit attributable to owners of parent of JPY 3,700 million and Basic earnings per share of JPY 108.68.공시 • Dec 04TPR Co., Ltd. to Report Q3, 2023 Results on Feb 13, 2023TPR Co., Ltd. announced that they will report Q3, 2023 results on Feb 13, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥22.30 (vs JP¥61.27 in 2Q 2022)Second quarter 2023 results: EPS: JP¥22.30 (down from JP¥61.27 in 2Q 2022). Revenue: JP¥43.3b (up 6.5% from 2Q 2022). Net income: JP¥762.0m (down 64% from 2Q 2022). Profit margin: 1.8% (down from 5.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥22.30 (vs JP¥61.27 in 2Q 2022)Second quarter 2023 results: EPS: JP¥22.30 (down from JP¥61.27 in 2Q 2022). Revenue: JP¥43.3b (up 6.5% from 2Q 2022). Net income: JP¥762.0m (down 64% from 2Q 2022). Profit margin: 1.8% (down from 5.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.공시 • Nov 12+ 1 more updateTPR Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023TPR Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects net sales of JPY 178,000 million, operating profit of JPY 8,100 million, profit attributable to owners of parent of JPY 5,000 million and basic earnings per share of JPY 146.43.공시 • Sep 24TPR Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022TPR Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 14 December 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.1%).Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥17.18 (vs JP¥59.65 in 1Q 2022)First quarter 2023 results: EPS: JP¥17.18 (down from JP¥59.65 in 1Q 2022). Revenue: JP¥39.4b (down 2.2% from 1Q 2022). Net income: JP¥592.0m (down 71% from 1Q 2022). Profit margin: 1.5% (down from 5.1% in 1Q 2022). The decrease in margin was primarily driven by lower revenue. Over the next year, revenue is forecast to grow 11%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 6% per year.공시 • Aug 12+ 1 more updateTPR Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Full Year Ending March 31, 2023TPR Co., Ltd. provided consolidated earnings guidance for the fiscal full year ending March 31, 2023. For the year, the company expects net sales to be JPY 175,400 million, operating profit to be JPY 11,400 million, profit attributable to owners of parent to be JPY 7,500 million or basic earnings per share to be JPY 218.65.Buying Opportunity • Jul 30Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥1,582, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.3% over the last 3 years. Earnings per share has declined by 14%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings is also forecast to grow by 6.8% per annum over the same time period.공시 • Jun 29TPR Co., Ltd. to Report Q1, 2023 Results on Aug 12, 2022TPR Co., Ltd. announced that they will report Q1, 2023 results on Aug 12, 2022Price Target Changed • Jun 22Price target increased to JP¥2,090Up from JP¥1,700, the current price target is provided by 1 analyst. New target price is 73% above last closing price of JP¥1,206. Stock is down 20% over the past year. The company is forecast to post earnings per share of JP¥275 for next year compared to JP¥234 last year.이익 및 매출 성장 예측TSE:6463 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2028220,0008,9006,5686,56813/31/2027200,0007,5009,38919,18913/31/2026190,5539,39410,59822,721N/A12/31/2025187,3928,421N/AN/AN/A9/30/2025187,89710,47212,01121,185N/A6/30/2025191,3838,599N/AN/AN/A3/31/2025192,4948,86612,99821,743N/A12/31/2024194,6959,889N/AN/AN/A9/30/2024196,6838,16516,30525,668N/A6/30/2024194,7198,611N/AN/AN/A3/31/2024193,8348,19514,23124,386N/A12/31/2023191,2947,225N/AN/AN/A9/30/2023188,0285,8668,90818,565N/A6/30/2023183,2884,554N/AN/AN/A3/31/2023178,6193,84311,63421,088N/A12/31/2022173,0685,008N/AN/AN/A9/30/2022165,3145,2718,29718,884N/A6/30/2022162,6686,622N/AN/AN/A3/31/2022163,5378,0878,58019,859N/A12/31/2021165,5797,438N/AN/AN/A9/30/2021169,7428,71613,68223,424N/A6/30/2021162,5937,249N/AN/AN/A3/31/2021152,0025,4666,91416,251N/A12/31/2020152,3423,478N/AN/AN/A9/30/2020152,2783,2438,26118,664N/A6/30/2020164,3865,513N/AN/AN/A3/31/2020178,5307,3186,99821,524N/A12/31/2019181,7239,740N/AN/AN/A9/30/2019186,93110,165N/A24,665N/A6/30/2019189,28310,096N/AN/AN/A3/31/2019192,61911,515N/A24,824N/A12/31/2018194,04612,113N/AN/AN/A9/30/2018191,03711,855N/A24,240N/A6/30/2018188,95611,981N/AN/AN/A3/31/2018187,39812,154N/A26,882N/A12/31/2017183,96913,092N/AN/AN/A9/30/2017181,79813,632N/A27,374N/A6/30/2017178,87913,464N/AN/AN/A3/31/2017175,39812,281N/A27,651N/A12/31/2016175,16511,838N/AN/AN/A9/30/2016174,31911,342N/A26,350N/A6/30/2016175,19311,741N/AN/AN/A3/31/2016174,62811,852N/A25,213N/A12/31/2015174,86212,073N/AN/AN/A9/30/2015173,18612,159N/A22,207N/A6/30/2015169,86812,384N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 6463 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -2.9%).수익 vs 시장: 6463 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -2.9%).고성장 수익: 6463 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: 6463 의 수익(연간 7.2%)이 JP 시장(연간 5.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 6463 의 수익(연간 7.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 6463의 자본 수익률은 3년 후 5.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YAutomobiles 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 09:11종가2026/05/22 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 소스TPR Co., Ltd.는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Ayako WatanabeIchiyoshi Research Institute Inc.Seiji SugiuraTokai Tokyo Intelligence Laboratory Co., Ltd.
공시 • Feb 14+ 2 more updatesTPR Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2026TPR Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2026. For the year, the company expects net sales of ¥183,400 million, operating profit of ¥9,400 million, Profit attributable to owners of parent of ¥7,300 million and Earnings per share of ¥111.10. Basic earnings per share in the consolidated earnings forecasts for the fiscal year ending March 31, 2026 (full year) takes into account the effect of the stock split (two-for-one stock split). Without taking into account the stock split, basic earnings per share in the consolidated earnings forecasts for the fiscal year ending March 31, 2026 (full year) will be ¥222.21.
Price Target Changed • Oct 10Price target increased by 18% to JP¥1,180Up from JP¥1,000, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,189. Stock is up 2.9% over the past year. The company is forecast to post earnings per share of JP¥117 for next year compared to JP¥132 last year.
Major Estimate Revision • Jun 14Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥200.0b to JP¥190.0b. EPS estimate also fell from JP¥284 per share to JP¥225 per share. Net income forecast to shrink 16% next year vs 2.5% growth forecast for Auto Components industry in Japan . Consensus price target down from JP¥2,450 to JP¥2,000. Share price was steady at JP¥1,880 over the past week.
Price Target Changed • Jun 13Price target decreased by 20% to JP¥2,000Down from JP¥2,500, the current price target is provided by 1 analyst. New target price is 6.4% above last closing price of JP¥1,880. Stock is down 24% over the past year. The company is forecast to post earnings per share of JP¥225 for next year compared to JP¥264 last year.
공시 • May 16+ 1 more updateTPR Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025TPR Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2025. For the year, the company expects net sales of JPY 192,200 million, Operating profit of JPY 12,600 million, Profit attributable to owners of parent of JPY 8,400 million and Basic earnings per share of JPY 249.11.
공시 • Aug 12TPR Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024TPR Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2024. For the year, the company expected net sales of JPY 189,400 million, Operating profit of JPY 9,600 million, Profit attributable to owners of parent of JPY 6,800 million and Basic earnings per share of JPY 201.79.
Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥143 (up from JP¥132 in FY 2025). Revenue: JP¥190.6b (down 1.0% from FY 2025). Net income: JP¥9.39b (up 6.0% from FY 2025). Profit margin: 4.9% (up from 4.6% in FY 2025). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 26%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 18% per year.
공시 • May 15+ 1 more updateTPR Co., Ltd., Annual General Meeting, Jun 23, 2026TPR Co., Ltd., Annual General Meeting, Jun 23, 2026.
Buy Or Sell Opportunity • May 15Now 20% overvaluedOver the last 90 days, the stock has fallen 4.4% to JP¥1,319. The fair value is estimated to be JP¥1,095, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 1.6% in the next 2 years.
공시 • May 10TPR Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026TPR Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥31.28 (vs JP¥60.82 in 3Q 2025)Third quarter 2026 results: EPS: JP¥31.28 (down from JP¥60.82 in 3Q 2025). Revenue: JP¥47.7b (down 1.0% from 3Q 2025). Net income: JP¥2.05b (down 50% from 3Q 2025). Profit margin: 4.3% (down from 8.5% in 3Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 26% per year.
공시 • Feb 14+ 2 more updatesTPR Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2026TPR Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2026. For the year, the company expects net sales of ¥183,400 million, operating profit of ¥9,400 million, Profit attributable to owners of parent of ¥7,300 million and Earnings per share of ¥111.10. Basic earnings per share in the consolidated earnings forecasts for the fiscal year ending March 31, 2026 (full year) takes into account the effect of the stock split (two-for-one stock split). Without taking into account the stock split, basic earnings per share in the consolidated earnings forecasts for the fiscal year ending March 31, 2026 (full year) will be ¥222.21.
Buy Or Sell Opportunity • Dec 13Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 6.4% to JP¥1,294. The fair value is estimated to be JP¥1,056, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 28%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to decline by 26% in the next 2 years.
Declared Dividend • Dec 11First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 30th March 2026 Payment date: 9th June 2026 Dividend yield will be 5.9%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 17% over the next 3 years. However, it would need to fall by 65% to increase the payout ratio to a potentially unsustainable range.
공시 • Nov 29TPR Co., Ltd. to Report Q3, 2026 Results on Feb 13, 2026TPR Co., Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026
Buy Or Sell Opportunity • Nov 26Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.3% to JP¥1,261. The fair value is estimated to be JP¥1,039, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to decline by 26% in the next 2 years.
분석 기사 • Nov 20Solid Earnings May Not Tell The Whole Story For TPR (TSE:6463)TPR Co., Ltd.'s ( TSE:6463 ) robust recent earnings didn't do much to move the stock. We believe that shareholders have...
Reported Earnings • Nov 15Second quarter 2026 earnings releasedSecond quarter 2026 results: Revenue: JP¥46.5b (down 7.0% from 2Q 2025). Net income: JP¥3.50b (up 115% from 2Q 2025). Profit margin: 7.5% (up from 3.3% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Auto Components industry in Japan.
Buy Or Sell Opportunity • Oct 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to JP¥1,199. The fair value is estimated to be JP¥988, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 7.1% in 2 years. Earnings are forecast to decline by 14% in the next 2 years.
Price Target Changed • Oct 10Price target increased by 18% to JP¥1,180Up from JP¥1,000, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,189. Stock is up 2.9% over the past year. The company is forecast to post earnings per share of JP¥117 for next year compared to JP¥132 last year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 10 December 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.0%).
분석 기사 • Sep 05TPR (TSE:6463) Is Due To Pay A Dividend Of ¥50.00The board of TPR Co., Ltd. ( TSE:6463 ) has announced that it will pay a dividend on the 10th of December, with...
공시 • Sep 05TPR Co., Ltd. to Report Q2, 2026 Results on Nov 13, 2025TPR Co., Ltd. announced that they will report Q2, 2026 results on Nov 13, 2025
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥43.74 (vs JP¥49.59 in 1Q 2025)First quarter 2026 results: EPS: JP¥43.74 (down from JP¥49.59 in 1Q 2025). Revenue: JP¥43.9b (down 7.6% from 1Q 2025). Net income: JP¥1.45b (down 13% from 1Q 2025). Profit margin: 3.3% (down from 3.5% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 20% per year.
Declared Dividend • Jul 09Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2025 Payment date: 10th December 2025 Dividend yield will be 4.9%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 6.4% over the next 3 years. However, it would need to fall by 58% to increase the payout ratio to a potentially unsustainable range.
공시 • Jun 29TPR Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025TPR Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
공시 • Jun 24TPR Co., Ltd. (TSE:6463) announces an Equity Buyback for 1,300,000 shares, representing 3.92% for ¥2,500 million.TPR Co., Ltd. (TSE:6463) announces a share repurchase program. Under the program, the company will repurchase up to 1,300,000 common shares, representing 2.08% of its issued and outstanding shares, for total worth of ¥2,500 million. The purpose of the plan is to enhance shareholder returns by flexibly implementing the capital policy and to improve capital efficiency. The plan will be valid up to February 27, 2026. As of March 31, 2025, the company had 33,189,826 shares issued and outstanding and 1,110,273 shares in its treasury.
Reported Earnings • Jun 24Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥264 (up from JP¥243 in FY 2024). Revenue: JP¥192.5b (flat on FY 2024). Net income: JP¥8.87b (up 8.2% from FY 2024). Profit margin: 4.6% (up from 4.2% in FY 2024). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 2.9%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 15% per year.
Major Estimate Revision • Jun 14Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥200.0b to JP¥190.0b. EPS estimate also fell from JP¥284 per share to JP¥225 per share. Net income forecast to shrink 16% next year vs 2.5% growth forecast for Auto Components industry in Japan . Consensus price target down from JP¥2,450 to JP¥2,000. Share price was steady at JP¥1,880 over the past week.
Price Target Changed • Jun 13Price target decreased by 20% to JP¥2,000Down from JP¥2,500, the current price target is provided by 1 analyst. New target price is 6.4% above last closing price of JP¥1,880. Stock is down 24% over the past year. The company is forecast to post earnings per share of JP¥225 for next year compared to JP¥264 last year.
New Risk • Jun 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.6% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • May 20Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥264 (up from JP¥243 in FY 2024). Revenue: JP¥192.5b (flat on FY 2024). Net income: JP¥8.87b (up 8.2% from FY 2024). Profit margin: 4.6% (up from 4.2% in FY 2024). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 2.9%. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 19% per year.
공시 • May 15TPR Co., Ltd., Annual General Meeting, Jun 24, 2025TPR Co., Ltd., Annual General Meeting, Jun 24, 2025.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,023, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Auto Components industry in Japan. Total returns to shareholders of 83% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 10 June 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).
분석 기사 • Mar 11TPR (TSE:6463) Has Announced A Dividend Of ¥50.00TPR Co., Ltd.'s ( TSE:6463 ) investors are due to receive a payment of ¥50.00 per share on 10th of June. This will take...
공시 • Mar 11TPR Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025TPR Co., Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on May 15, 2025
Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥122 (vs JP¥70.34 in 3Q 2024)Third quarter 2025 results: EPS: JP¥122 (up from JP¥70.34 in 3Q 2024). Revenue: JP¥48.2b (down 4.0% from 3Q 2024). Net income: JP¥4.10b (up 73% from 3Q 2024). Profit margin: 8.5% (up from 4.7% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 18% per year.
분석 기사 • Jan 08TPR's (TSE:6463) Dividend Will Be ¥50.00TPR Co., Ltd.'s ( TSE:6463 ) investors are due to receive a payment of ¥50.00 per share on 10th of June. This makes the...
분석 기사 • Dec 25TPR (TSE:6463) Will Pay A Dividend Of ¥50.00The board of TPR Co., Ltd. ( TSE:6463 ) has announced that it will pay a dividend of ¥50.00 per share on the 10th of...
분석 기사 • Dec 11TPR's (TSE:6463) Dividend Will Be ¥50.00The board of TPR Co., Ltd. ( TSE:6463 ) has announced that it will pay a dividend on the 10th of June, with investors...
Declared Dividend • Dec 11First half dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 28th March 2025 Payment date: 10th June 2025 Dividend yield will be 4.3%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Dec 03TPR Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025TPR Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025
분석 기사 • Nov 22TPR's (TSE:6463) Solid Earnings Are Supported By Other Strong FactorsThe subdued stock price reaction suggests that TPR Co., Ltd.'s ( TSE:6463 ) strong earnings didn't offer any surprises...
Reported Earnings • Nov 17Second quarter 2025 earnings released: EPS: JP¥48.21 (vs JP¥61.52 in 2Q 2024)Second quarter 2025 results: EPS: JP¥48.21 (down from JP¥61.52 in 2Q 2024). Revenue: JP¥50.0b (up 4.1% from 2Q 2024). Net income: JP¥1.63b (down 22% from 2Q 2024). Profit margin: 3.3% (down from 4.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Sep 27TPR (TSE:6463) Has Announced That It Will Be Increasing Its Dividend To ¥50.00TPR Co., Ltd. ( TSE:6463 ) will increase its dividend from last year's comparable payment on the 11th of December to...
공시 • Sep 26TPR Co., Ltd. to Report Q2, 2025 Results on Nov 13, 2024TPR Co., Ltd. announced that they will report Q2, 2025 results on Nov 13, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.5%).
분석 기사 • Aug 28TPR's (TSE:6463) Dividend Will Be Increased To ¥50.00TPR Co., Ltd. ( TSE:6463 ) will increase its dividend from last year's comparable payment on the 11th of December to...
Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥50.97 (vs JP¥38.66 in 1Q 2024)First quarter 2025 results: EPS: JP¥50.97 (up from JP¥38.66 in 1Q 2024). Revenue: JP¥45.0b (up 2.0% from 1Q 2024). Net income: JP¥1.72b (up 32% from 1Q 2024). Profit margin: 3.8% (up from 3.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Auto Components industry in Japan. 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 13% per year, which means it is well ahead of earnings.
분석 기사 • Aug 14TPR's (TSE:6463) Upcoming Dividend Will Be Larger Than Last Year'sThe board of TPR Co., Ltd. ( TSE:6463 ) has announced that it will be paying its dividend of ¥50.00 on the 11th of...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,938, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Auto Components industry in Japan. Total returns to shareholders of 38% over the past three years.
분석 기사 • Jul 26TPR (TSE:6463) Is Increasing Its Dividend To ¥50.00TPR Co., Ltd. ( TSE:6463 ) will increase its dividend from last year's comparable payment on the 11th of December to...
Buy Or Sell Opportunity • Jul 16Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to JP¥2,526. The fair value is estimated to be JP¥2,105, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has declined by 3.1%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
분석 기사 • Jul 12TPR's (TSE:6463) Dividend Will Be Increased To ¥50.00TPR Co., Ltd. ( TSE:6463 ) will increase its dividend from last year's comparable payment on the 11th of December to...
Declared Dividend • Jul 11Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 27th September 2024 Payment date: 11th December 2024 Dividend yield will be 3.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 35% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jun 17TPR Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024TPR Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
분석 기사 • May 22We Think TPR's (TSE:6463) Robust Earnings Are ConservativeThe subdued stock price reaction suggests that TPR Co., Ltd.'s ( TSE:6463 ) strong earnings didn't offer any surprises...
Reported Earnings • May 20Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥243 (up from JP¥113 in FY 2023). Revenue: JP¥193.8b (up 8.5% from FY 2023). Net income: JP¥8.20b (up 113% from FY 2023). Profit margin: 4.2% (up from 2.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.1%. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
공시 • May 17TPR Co., Ltd., Annual General Meeting, Jun 27, 2024TPR Co., Ltd., Annual General Meeting, Jun 27, 2024.
공시 • May 16+ 1 more updateTPR Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025TPR Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2025. For the year, the company expects net sales of JPY 192,200 million, Operating profit of JPY 12,600 million, Profit attributable to owners of parent of JPY 8,400 million and Basic earnings per share of JPY 249.11.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 June 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.6%).
분석 기사 • Mar 21TPR (TSE:6463) Is Due To Pay A Dividend Of ¥30.00The board of TPR Co., Ltd. ( TSE:6463 ) has announced that it will pay a dividend on the 10th of June, with investors...
공시 • Mar 20TPR Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024TPR Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024
Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: JP¥70.34 (vs JP¥29.94 in 3Q 2023)Third quarter 2024 results: EPS: JP¥70.34 (up from JP¥29.94 in 3Q 2023). Revenue: JP¥50.2b (up 7.0% from 3Q 2023). Net income: JP¥2.37b (up 134% from 3Q 2023). Profit margin: 4.7% (up from 2.2% 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 3.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
공시 • Dec 20TPR Co., Ltd. to Report Q3, 2024 Results on Feb 13, 2024TPR Co., Ltd. announced that they will report Q3, 2024 results on Feb 13, 2024
New Risk • Dec 12New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.1% increase in shares outstanding).
Reported Earnings • Nov 15Second quarter 2024 earnings released: EPS: JP¥61.51 (vs JP¥22.30 in 2Q 2023)Second quarter 2024 results: EPS: JP¥61.51 (up from JP¥22.30 in 2Q 2023). Revenue: JP¥48.0b (up 11% from 2Q 2023). Net income: JP¥2.07b (up 172% from 2Q 2023). Profit margin: 4.3% (up from 1.8% in 2Q 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 4.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥30.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).
공시 • Sep 17TPR Co., Ltd. to Report Q2, 2024 Results on Nov 13, 2023TPR Co., Ltd. announced that they will report Q2, 2024 results on Nov 13, 2023
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥38.66 (vs JP¥17.18 in 1Q 2023)First quarter 2024 results: EPS: JP¥38.66 (up from JP¥17.18 in 1Q 2023). Revenue: JP¥44.1b (up 12% from 1Q 2023). Net income: JP¥1.30b (up 120% from 1Q 2023). Profit margin: 3.0% (up from 1.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Aug 12TPR Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024TPR Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2024. For the year, the company expected net sales of JPY 189,400 million, Operating profit of JPY 9,600 million, Profit attributable to owners of parent of JPY 6,800 million and Basic earnings per share of JPY 201.79.
Major Estimate Revision • Jul 21Consensus EPS estimates increase by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥200 to JP¥234. Revenue forecast unchanged at JP¥190.0b. Net income forecast to grow 106% next year vs 26% growth forecast for Auto Components industry in Japan. Consensus price target up from JP¥1,500 to JP¥1,800. Share price rose 2.6% to JP¥1,747 over the past week.
공시 • Jun 21TPR Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023TPR Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
Reported Earnings • May 18Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥113 (down from JP¥234 in FY 2022). Revenue: JP¥178.6b (up 9.2% from FY 2022). Net income: JP¥3.84b (down 53% from FY 2022). Profit margin: 2.2% (down from 4.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 36%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.
공시 • May 17+ 3 more updatesTPR Co., Ltd. Declares Dividend for the Year Ended March 31, 2023, Payable on June 9, 2023TPR Co., Ltd. declared a dividend of ¥28.00 per share for the year ended March 31, 2023 against ¥29.00 paid last year. Scheduled date of commence dividend payments on June 9, 2023.
공시 • May 16TPR Co., Ltd., Annual General Meeting, Jun 29, 2023TPR Co., Ltd., Annual General Meeting, Jun 29, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 09 June 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.2%).
Reported Earnings • Feb 14Third quarter 2023 earnings released: EPS: JP¥29.94 (vs JP¥37.00 in 3Q 2022)Third quarter 2023 results: EPS: JP¥29.94 (down from JP¥37.00 in 3Q 2022). Revenue: JP¥46.9b (up 20% from 3Q 2022). Net income: JP¥1.01b (down 21% from 3Q 2022). Profit margin: 2.2% (down from 3.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 7% per year.
공시 • Feb 13+ 1 more updateTPR Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023TPR Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expected net sales of JPY 177,700 million, Operating profit of JPY 5,500 million, Profit attributable to owners of parent of JPY 3,700 million and Basic earnings per share of JPY 108.68.
공시 • Dec 04TPR Co., Ltd. to Report Q3, 2023 Results on Feb 13, 2023TPR Co., Ltd. announced that they will report Q3, 2023 results on Feb 13, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥22.30 (vs JP¥61.27 in 2Q 2022)Second quarter 2023 results: EPS: JP¥22.30 (down from JP¥61.27 in 2Q 2022). Revenue: JP¥43.3b (up 6.5% from 2Q 2022). Net income: JP¥762.0m (down 64% from 2Q 2022). Profit margin: 1.8% (down from 5.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥22.30 (vs JP¥61.27 in 2Q 2022)Second quarter 2023 results: EPS: JP¥22.30 (down from JP¥61.27 in 2Q 2022). Revenue: JP¥43.3b (up 6.5% from 2Q 2022). Net income: JP¥762.0m (down 64% from 2Q 2022). Profit margin: 1.8% (down from 5.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
공시 • Nov 12+ 1 more updateTPR Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023TPR Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects net sales of JPY 178,000 million, operating profit of JPY 8,100 million, profit attributable to owners of parent of JPY 5,000 million and basic earnings per share of JPY 146.43.
공시 • Sep 24TPR Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022TPR Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 14 December 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.1%).
Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥17.18 (vs JP¥59.65 in 1Q 2022)First quarter 2023 results: EPS: JP¥17.18 (down from JP¥59.65 in 1Q 2022). Revenue: JP¥39.4b (down 2.2% from 1Q 2022). Net income: JP¥592.0m (down 71% from 1Q 2022). Profit margin: 1.5% (down from 5.1% in 1Q 2022). The decrease in margin was primarily driven by lower revenue. Over the next year, revenue is forecast to grow 11%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 6% per year.
공시 • Aug 12+ 1 more updateTPR Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Full Year Ending March 31, 2023TPR Co., Ltd. provided consolidated earnings guidance for the fiscal full year ending March 31, 2023. For the year, the company expects net sales to be JPY 175,400 million, operating profit to be JPY 11,400 million, profit attributable to owners of parent to be JPY 7,500 million or basic earnings per share to be JPY 218.65.
Buying Opportunity • Jul 30Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥1,582, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.3% over the last 3 years. Earnings per share has declined by 14%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings is also forecast to grow by 6.8% per annum over the same time period.
공시 • Jun 29TPR Co., Ltd. to Report Q1, 2023 Results on Aug 12, 2022TPR Co., Ltd. announced that they will report Q1, 2023 results on Aug 12, 2022
Price Target Changed • Jun 22Price target increased to JP¥2,090Up from JP¥1,700, the current price target is provided by 1 analyst. New target price is 73% above last closing price of JP¥1,206. Stock is down 20% over the past year. The company is forecast to post earnings per share of JP¥275 for next year compared to JP¥234 last year.