View ValuationAida Engineering 향후 성장Future 기준 점검 2/6Aida Engineering (는) 각각 연간 13.2% 및 1.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 6.4% 로 예상됩니다.핵심 정보13.2%이익 성장률13.69%EPS 성장률Machinery 이익 성장10.2%매출 성장률1.5%향후 자기자본이익률6.40%애널리스트 커버리지Low마지막 업데이트27 Nov 2025최근 향후 성장 업데이트Major Estimate Revision • Nov 28Consensus EPS estimates increase by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥76.5b to JP¥79.0b. EPS estimate increased from JP¥76.50 to JP¥90.20 per share. Net income forecast to shrink 4.5% next year vs 9.0% growth forecast for Machinery industry in Japan . Consensus price target up from JP¥990 to JP¥1,190. Share price rose 2.1% to JP¥1,176 over the past week.Price Target Changed • Jun 14Price target increased by 32% to JP¥990Up from JP¥750, the current price target is provided by 1 analyst. New target price is 9.8% above last closing price of JP¥902. Stock is up 3.2% over the past year. The company is forecast to post earnings per share of JP¥76.50 for next year compared to JP¥88.45 last year.Price Target Changed • Mar 06Price target decreased by 20% to JP¥750Down from JP¥940, the current price target is provided by 1 analyst. New target price is 13% below last closing price of JP¥866. Stock is up 2.5% over the past year. The company is forecast to post earnings per share of JP¥88.70 for next year compared to JP¥47.01 last year.Major Estimate Revision • Dec 19Consensus EPS estimates increase by 21%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from JP¥75.0b to JP¥74.0b. EPS estimate rose from JP¥73.60 to JP¥88.70. Net income forecast to grow 24% next year vs 15% growth forecast for Machinery industry in Japan. Consensus price target reaffirmed at JP¥940. Share price was steady at JP¥796 over the past week.Major Estimate Revision • Jun 13Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥74.0b to JP¥75.0b. EPS estimate increased from JP¥64.50 to JP¥73.60 per share. Net income forecast to grow 57% next year vs 11% growth forecast for Machinery industry in Japan. Consensus price target up from JP¥900 to JP¥940. Share price was steady at JP¥853 over the past week.공시 • May 16+ 1 more updateAida Engineering, Ltd. Provides Earnings Guidance for the Six Months Ending September 2024 and Year Ending March 2025Aida Engineering, Ltd. provided earnings guidance for the six months ending September 2024 and year ending March 2025. For the six months, the company expects Net sales to be ¥37,000 million. Operating profit to be ¥2,800 million. Profit attributable to owners of parent to be ¥2,100 million or Basic earnings per share to be ¥36.48.For the year, the company expects net sales to be ¥74,000 million. Operating profit to be ¥5,700 million. Profit attributable to owners of parent to be ¥4,200 million or Basic earnings per share to be ¥73.04.모든 업데이트 보기Recent updates분석 기사 • May 23Aida Engineering's (TSE:6118) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe market wasn't impressed with the soft earnings from Aida Engineering, Ltd. ( TSE:6118 ) recently. We did some...Reported Earnings • May 20Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥77.52 (down from JP¥88.46 in FY 2025). Revenue: JP¥78.6b (up 3.5% from FY 2025). Net income: JP¥4.26b (down 17% from FY 2025). Profit margin: 5.4% (down from 6.7% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 1.5% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공시 • May 15Aida Engineering, Ltd., Annual General Meeting, Jun 25, 2026Aida Engineering, Ltd., Annual General Meeting, Jun 25, 2026.공시 • May 10Aida Engineering, Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Aida Engineering, Ltd. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥12.30 (vs JP¥15.66 in 3Q 2025)Third quarter 2026 results: EPS: JP¥12.30 (down from JP¥15.66 in 3Q 2025). Revenue: JP¥19.3b (up 9.9% from 3Q 2025). Net income: JP¥668.0m (down 26% from 3Q 2025). Profit margin: 3.5% (down from 5.1% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.분석 기사 • Jan 08Aida Engineering (TSE:6118) Is Due To Pay A Dividend Of ¥37.00Aida Engineering, Ltd.'s ( TSE:6118 ) investors are due to receive a payment of ¥37.00 per share on 26th of June. This...Declared Dividend • Jan 08Dividend of JP¥37.00 announcedDividend of JP¥37.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 3.1%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 2.1% 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 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jan 07Aida Engineering, Ltd. announces Annual dividend, payable on June 26, 2026Aida Engineering, Ltd. announced Annual dividend of JPY 37.0000 per share payable on June 26, 2026, ex-date on March 30, 2026 and record date on March 31, 2026.공시 • Dec 13Aida Engineering, Ltd. to Report Q3, 2026 Results on Feb 13, 2026Aida Engineering, Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026Major Estimate Revision • Nov 28Consensus EPS estimates increase by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥76.5b to JP¥79.0b. EPS estimate increased from JP¥76.50 to JP¥90.20 per share. Net income forecast to shrink 4.5% next year vs 9.0% growth forecast for Machinery industry in Japan . Consensus price target up from JP¥990 to JP¥1,190. Share price rose 2.1% to JP¥1,176 over the past week.분석 기사 • Nov 21Aida Engineering's (TSE:6118) Promising Earnings May Rest On Soft FoundationsDespite posting some strong earnings, the market for Aida Engineering, Ltd.'s ( TSE:6118 ) stock hasn't moved much. We...분석 기사 • Nov 20There's Reason For Concern Over Aida Engineering, Ltd.'s (TSE:6118) Massive 26% Price JumpAida Engineering, Ltd. ( TSE:6118 ) shareholders have had their patience rewarded with a 26% share price jump in the...Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥31.22 (vs JP¥27.30 in 2Q 2025)Second quarter 2026 results: EPS: JP¥31.22 (up from JP¥27.30 in 2Q 2025). Revenue: JP¥20.1b (up 2.5% from 2Q 2025). Net income: JP¥1.70b (up 8.0% from 2Q 2025). Profit margin: 8.4% (up from 8.0% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 59% 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 30Aida Engineering, Ltd. (TSE:6118) signed an agreement to acquire Dallas Industries, Inc.Aida Engineering, Ltd. (TSE:6118) signed an agreement to acquire Dallas Industries, Inc. on October 28, 2025. For the period ending December 31, 2024, Dallas Industries, Inc. reported total revenue of $14.5 million. The expected completion of the transaction is October 31, 2025.공시 • Sep 03Aida Engineering, Ltd. to Report Q2, 2026 Results on Nov 14, 2025Aida Engineering, Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥16.56 (vs JP¥13.36 in 1Q 2025)First quarter 2026 results: EPS: JP¥16.56 (up from JP¥13.36 in 1Q 2025). Revenue: JP¥18.6b (up 3.9% from 1Q 2025). Net income: JP¥941.0m (up 21% from 1Q 2025). Profit margin: 5.1% (up from 4.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • Jun 27Aida Engineering, Ltd. to Report Q1, 2026 Results on Aug 08, 2025Aida Engineering, Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • Jun 27Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: JP¥88.45 (up from JP¥47.01 in FY 2024). Revenue: JP¥76.0b (up 4.5% from FY 2024). Net income: JP¥5.10b (up 82% from FY 2024). Profit margin: 6.7% (up from 3.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Price Target Changed • Jun 14Price target increased by 32% to JP¥990Up from JP¥750, the current price target is provided by 1 analyst. New target price is 9.8% above last closing price of JP¥902. Stock is up 3.2% over the past year. The company is forecast to post earnings per share of JP¥76.50 for next year compared to JP¥88.45 last year.분석 기사 • May 22Aida Engineering's (TSE:6118) Earnings Are Of Questionable QualityAida Engineering, Ltd.'s ( TSE:6118 ) robust earnings report didn't manage to move the market for its stock. Our...Reported Earnings • May 20Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: JP¥88.45 (up from JP¥47.01 in FY 2024). Revenue: JP¥76.0b (up 4.5% from FY 2024). Net income: JP¥5.10b (up 82% from FY 2024). Profit margin: 6.7% (up from 3.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.공시 • May 15Aida Engineering, Ltd., Annual General Meeting, Jun 25, 2025Aida Engineering, Ltd., Annual General Meeting, Jun 25, 2025.공시 • Mar 30Aida Engineering, Ltd. (TSE:6118) announces an Equity Buyback for 3,500,000 shares, representing 5.66% for ¥3,000 million.Aida Engineering, Ltd. (TSE:6118) announces a share repurchase program. Under the program, the company will repurchase up to 3,500,000 shares, representing 5.66% of its share capital, for ¥3,000 million. The purpose of the program is to achieve an "appropriate balance sheet of an appropriate size" that ensures profitability and quality. The company aims to enhance corporate value by addressing challenges faced by customers and society, achieve a Price-to-Book Ratio (PBR) greater than 1.0, and exceed the cost of capital to improve Return on Equity (ROE). Additionally, the repurchase of treasury stock is part of a new capital policy to be announced in May 2025, which focuses on balancing product quality and operating profit margins. Ultimately, the program reflects the company's commitment to enhancing shareholder returns while pursuing long-term growth and stability. The program will expire on June 31, 2025. As of December 31, 2024, the company had 61,887,318 shares outstanding (excluding treasury shares) and 5,317,303 shares in treasury.공시 • Mar 29Aida Engineering, Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Aida Engineering, Ltd. announced that they will report fiscal year 2025 results on May 15, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 38% and the cash payout ratio is 76%. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.1%).Price Target Changed • Mar 06Price target decreased by 20% to JP¥750Down from JP¥940, the current price target is provided by 1 analyst. New target price is 13% below last closing price of JP¥866. Stock is up 2.5% over the past year. The company is forecast to post earnings per share of JP¥88.70 for next year compared to JP¥47.01 last year.Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: JP¥15.66 (vs JP¥4.67 in 3Q 2024)Third quarter 2025 results: EPS: JP¥15.66 (up from JP¥4.67 in 3Q 2024). Revenue: JP¥17.6b (up 3.1% from 3Q 2024). Net income: JP¥901.0m (up 223% from 3Q 2024). Profit margin: 5.1% (up from 1.6% in 3Q 2024). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.분석 기사 • Jan 20Aida Engineering (TSE:6118) Is Due To Pay A Dividend Of ¥30.00Aida Engineering, Ltd. ( TSE:6118 ) will pay a dividend of ¥30.00 on the 26th of June. Based on this payment, the...분석 기사 • Jan 06Aida Engineering (TSE:6118) Is Paying Out A Dividend Of ¥30.00Aida Engineering, Ltd. ( TSE:6118 ) has announced that it will pay a dividend of ¥30.00 per share on the 26th of June...Declared Dividend • Jan 06Dividend of JP¥30.00 announcedDividend of JP¥30.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 3.7%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (76% cash payout ratio). The dividend has increased by an average of 2.3% 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 • Jan 03Aida Engineering, Ltd. to Report Q3, 2025 Results on Feb 12, 2025Aida Engineering, Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025Major Estimate Revision • Dec 19Consensus EPS estimates increase by 21%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from JP¥75.0b to JP¥74.0b. EPS estimate rose from JP¥73.60 to JP¥88.70. Net income forecast to grow 24% next year vs 15% growth forecast for Machinery industry in Japan. Consensus price target reaffirmed at JP¥940. Share price was steady at JP¥796 over the past week.분석 기사 • Nov 21There May Be Underlying Issues With The Quality Of Aida Engineering's (TSE:6118) EarningsAida Engineering, Ltd. ( TSE:6118 ) announced strong profits, but the stock was stagnant. We did some digging, and we...Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: JP¥27.30 (vs JP¥11.30 in 2Q 2024)Second quarter 2025 results: EPS: JP¥27.30 (up from JP¥11.30 in 2Q 2024). Revenue: JP¥19.6b (up 11% from 2Q 2024). Net income: JP¥1.57b (up 133% from 2Q 2024). Profit margin: 8.0% (up from 3.8% in 2Q 2024). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.공시 • Sep 21Aida Engineering, Ltd. to Report Q2, 2025 Results on Nov 12, 2024Aida Engineering, Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥13.36 (vs JP¥7.92 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.36 (up from JP¥7.92 in 1Q 2024). Revenue: JP¥17.9b (up 5.9% from 1Q 2024). Net income: JP¥776.0m (up 64% from 1Q 2024). Profit margin: 4.3% (up from 2.8% in 1Q 2024). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥682, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Machinery industry in Japan. Total loss to shareholders of 28% over the past three years.공시 • Jul 04Aida Engineering, Ltd. to Report Q1, 2025 Results on Aug 09, 2024Aida Engineering, Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024Major Estimate Revision • Jun 13Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥74.0b to JP¥75.0b. EPS estimate increased from JP¥64.50 to JP¥73.60 per share. Net income forecast to grow 57% next year vs 11% growth forecast for Machinery industry in Japan. Consensus price target up from JP¥900 to JP¥940. Share price was steady at JP¥853 over the past week.분석 기사 • May 22Impressive Earnings May Not Tell The Whole Story For Aida Engineering (TSE:6118)Aida Engineering, Ltd.'s ( TSE:6118 ) robust earnings report didn't manage to move the market for its stock. We did...Reported Earnings • May 20Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥47.01 (up from JP¥21.69 in FY 2023). Revenue: JP¥72.7b (up 5.7% from FY 2023). Net income: JP¥2.81b (up 117% from FY 2023). Profit margin: 3.9% (up from 1.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) missed analyst estimates by 6.3%. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.New Risk • May 20New major risk - Revenue and earnings growthEarnings have declined by 35% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 92% Paying a dividend despite having no free cash flows. Earnings have declined by 35% per year over the past 5 years.공시 • May 17Aida Engineering, Ltd., Annual General Meeting, Jun 25, 2024Aida Engineering, Ltd., Annual General Meeting, Jun 25, 2024.공시 • May 16+ 1 more updateAida Engineering, Ltd. Provides Earnings Guidance for the Six Months Ending September 2024 and Year Ending March 2025Aida Engineering, Ltd. provided earnings guidance for the six months ending September 2024 and year ending March 2025. For the six months, the company expects Net sales to be ¥37,000 million. Operating profit to be ¥2,800 million. Profit attributable to owners of parent to be ¥2,100 million or Basic earnings per share to be ¥36.48.For the year, the company expects net sales to be ¥74,000 million. Operating profit to be ¥5,700 million. Profit attributable to owners of parent to be ¥4,200 million or Basic earnings per share to be ¥73.04.공시 • Apr 12Aida Engineering, Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Aida Engineering, Ltd. announced that they will report fiscal year 2024 results on May 15, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is on the higher end at 92% but the company is not cash flow positive. Trailing yield: 3.2%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.9%).공시 • Mar 16Aida Engineering, Ltd. (TSE:6118) announces an Equity Buyback for 2,300,000 shares, representing 3.59% for ¥2,000 million.Aida Engineering, Ltd. (TSE:6118) announces a share repurchase program. Under the program, the company will repurchase up to 2,300,000 shares, representing 3.59% of its share capital, for ¥2,000 million. The company will repurchase its shares in order to to further enhance shareholder returns in accordance with Basic Policies under current Medium-Term Management Plan. The program will expire on June 30, 2024. As of December 31, 2023, the company had 64,047,427 shares outstanding (excluding treasury shares) and 5,400,994 shares in treasury.분석 기사 • Mar 14Aida Engineering's (TSE:6118) Dividend Will Be ¥30.00The board of Aida Engineering, Ltd. ( TSE:6118 ) has announced that it will pay a dividend of ¥30.00 per share on the...Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: JP¥4.67 (vs JP¥4.67 in 3Q 2023)Third quarter 2024 results: EPS: JP¥4.67 (down from JP¥4.67 in 3Q 2023). Revenue: JP¥17.0b (up 6.7% from 3Q 2023). Net income: JP¥279.0m (flat on 3Q 2023). Profit margin: 1.6% (down from 1.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공시 • Dec 28Aida Engineering, Ltd. to Report Q3, 2024 Results on Feb 13, 2024Aida Engineering, Ltd. announced that they will report Q3, 2024 results on Feb 13, 2024Major Estimate Revision • Dec 05Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥75.0b to JP¥70.0b. EPS estimate also fell from JP¥67.00 per share to JP¥50.20 per share. Net income forecast to grow 76% next year vs 6.9% growth forecast for Machinery industry in Japan. Consensus price target down from JP¥1,010 to JP¥900. Share price fell 6.8% to JP¥827 over the past week.Reported Earnings • Nov 18Second quarter 2024 earnings released: EPS: JP¥11.30 (vs JP¥11.22 in 2Q 2023)Second quarter 2024 results: EPS: JP¥11.30 (up from JP¥11.22 in 2Q 2023). Revenue: JP¥17.7b (down 4.3% from 2Q 2023). Net income: JP¥675.0m (flat on 2Q 2023). Profit margin: 3.8% (up from 3.6% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Buying Opportunity • Oct 24Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.7%. The fair value is estimated to be JP¥1,122, however this is not to be taken as a buy 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 declined by 33%. Revenue is forecast to grow by 5.9% in 2 years. Earnings is forecast to grow by 132% in the next 2 years.공시 • Sep 28Aida Engineering, Ltd. to Report Q2, 2024 Final Results on Nov 14, 2023Aida Engineering, Ltd. announced that they will report Q2, 2024 final results on Nov 14, 2023Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥7.92 (vs JP¥2.93 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥7.92 (up from JP¥2.93 loss in 1Q 2023). Revenue: JP¥16.9b (up 23% from 1Q 2023). Net income: JP¥473.0m (up JP¥648.0m from 1Q 2023). Profit margin: 2.8% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.공시 • Jul 06Aida Engineering, Ltd. to Report Q1, 2024 Results on Aug 08, 2023Aida Engineering, Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023Reported Earnings • May 17Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥21.69 (up from JP¥15.01 in FY 2022). Revenue: JP¥68.8b (up 10% from FY 2022). Net income: JP¥1.30b (up 45% from FY 2022). Profit margin: 1.9% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 8.3%. Earnings per share (EPS) also missed analyst estimates by 51%. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.공시 • May 16Aida Engineering, Ltd., Annual General Meeting, Jun 27, 2023Aida Engineering, Ltd., Annual General Meeting, Jun 27, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 June 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.5%).Reported Earnings • Feb 19Third quarter 2023 earnings released: EPS: JP¥4.67 (vs JP¥5.14 in 3Q 2022)Third quarter 2023 results: EPS: JP¥4.67 (down from JP¥5.14 in 3Q 2022). Revenue: JP¥16.0b (down 7.1% from 3Q 2022). Net income: JP¥279.0m (down 9.1% from 3Q 2022). Profit margin: 1.7% (in line with 3Q 2022). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.공시 • Feb 15+ 1 more updateAida Engineering, Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Aida Engineering, Ltd. provided dividend guidance for the fiscal year ending March 31, 2023. For the year, the company expects to pay dividend of JPY 30.00 per share.공시 • Dec 28Aida Engineering, Ltd. to Report Q3, 2023 Results on Feb 14, 2023Aida Engineering, Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 5 were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). CEO, President, Division Manager of R&D Headquarters and Chairman Kimikazu Aida is the most experienced director on the board, commencing their role in 1989. Independent Outside Standing Statutory Auditor Junichiro Hiratsuka was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 11Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: JP¥18.5b (up 34% from 2Q 2022). Net income: JP¥670.0m (up 106% from 2Q 2022). Profit margin: 3.6% (up from 2.4% in 2Q 2022). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Japan.공시 • Nov 10+ 1 more updateAida Engineering, Ltd. Provides Dividend Guidance for the Full Year Ending March 31, 2023Aida Engineering, Ltd. provided dividend guidance for the full year ending March 31, 2023. The company expects to pay dividend of JPY 30.00 per share against JPY 25.00 share a year ago.공시 • Sep 28Aida Engineering, Ltd. to Report Q2, 2023 Results on Nov 09, 2022Aida Engineering, Ltd. announced that they will report Q2, 2023 results on Nov 09, 2022공시 • Aug 11+ 1 more updateAida Engineering, Ltd. Provides Earnings Guidance for the Period Ending September 2022 and March 2023Aida Engineering, Ltd. provides earnings guidance for the period ending September 2022 and March 2023. For the period ending September 2022, The company expects net sales to be JPY 36,000 million, Operating profit to be JPY 2,700 million, profit attributable to owners of parent to be JPY 2,000 million or JPY 33.50 per basic share.For the period ending March 2023, The company expects net sales to be JPY 72,000 million, Operating profit to be JPY 5,500 million, profit attributable to owners of parent to be JPY 4,000 million or JPY 67.00 per basic share.Reported Earnings • Aug 11First quarter 2023 earnings released: JP¥2.93 loss per share (vs JP¥3.79 profit in 1Q 2022)First quarter 2023 results: JP¥2.93 loss per share (down from JP¥3.79 profit in 1Q 2022). Revenue: JP¥13.7b (up 4.5% from 1Q 2022). Net loss: JP¥175.0m (down 177% from profit in 1Q 2022). Over the next year, revenue is forecast to grow 19%, compared to a 9.2% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.공시 • Jul 09Aida Engineering, Ltd. to Report Q1, 2023 Results on Aug 09, 2022Aida Engineering, Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022Price Target Changed • May 31Price target decreased to JP¥1,100Down from JP¥1,240, the current price target is provided by 1 analyst. New target price is 22% above last closing price of JP¥904. Stock is up 2.7% over the past year. The company is forecast to post earnings per share of JP¥73.70 for next year compared to JP¥15.01 last year.Reported Earnings • May 19Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥15.01 (down from JP¥22.06 in FY 2021). Revenue: JP¥62.5b (up 7.5% from FY 2021). Net income: JP¥896.0m (down 32% from FY 2021). Profit margin: 1.4% (down from 2.3% in FY 2021). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) missed analyst estimates by 69%. Over the next year, revenue is forecast to grow 17%, compared to a 7.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.공시 • May 18+ 2 more updatesAida Engineering, Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2022 and Fiscal Year Ending March 31, 2023Aida Engineering, Ltd. provided consolidated earnings guidance for the six months ending September 30, 2022 and fiscal year ending March 31, 2023. For the six months ending September 30, 2022, the company expects net sales of JPY 36,000 million, operating profit of JPY 2,700 million, profit attributable to owners of parent of JPY 2,000 million and basic earnings per share of JPY 33.50.For the fiscal year ending March 31, 2023, the company expects net sales of JPY 72,000 million, operating profit of JPY 5,500 million, profit attributable to owners of parent of JPY 4,000 million and basic earnings per share of JPY 67.00.Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Outside Independent Director Mikio Mochizuki was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.공시 • Apr 08Aida Engineering, Ltd. to Report Fiscal Year 2022 Results on May 16, 2022Aida Engineering, Ltd. announced that they will report fiscal year 2022 results on May 16, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 29 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.0%).Reported Earnings • Feb 09Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥5.14 (down from JP¥7.79 in 3Q 2021). Revenue: JP¥17.2b (up 28% from 3Q 2021). Net income: JP¥307.0m (down 34% from 3Q 2021). Profit margin: 1.8% (down from 3.5% in 3Q 2021). Revenue exceeded analyst estimates by 14%. Over the next year, revenue is forecast to grow 11%, compared to a 8.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.공시 • Feb 09Aida Engineering, Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2022Aida Engineering, Ltd. provided consolidated earnings guidance for the year ending March 31, 2022. For the year, the company expected net sales of JPY 63,000 million, operating profit of JPY 3,000 million, net income attributable to owners of parent of JPY 1,900 million or JPY 31.83 per basic share.공시 • Feb 08Aida Engineering, Ltd. Provides Dividend Guidance for the Fiscal Year 2022Aida Engineering, Ltd. provided dividend guidance for the fiscal year 2022. The company expects to pay year-end dividend of JPY 25.00 per share against JPY 20.00 per share paid a year ago.Major Estimate Revision • Dec 23Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥65.0b to JP¥60.0b. EPS estimate also fell from JP¥62.00 per share to JP¥47.70 per share. Net income forecast to grow 226% next year vs 13% growth forecast for Machinery industry in Japan. Consensus price target up from JP¥1,240 to JP¥1,310. Share price was steady at JP¥1,016 over the past week.Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥5.46 (vs JP¥15.13 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥13.8b (down 9.0% from 2Q 2021). Net income: JP¥326.0m (down 64% from 2Q 2021). Profit margin: 2.4% (down from 5.9% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,180, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Machinery industry in Japan. Total returns to shareholders of 31% over the past three years.Reported Earnings • Aug 11First quarter 2022 earnings released: EPS JP¥3.79 (vs JP¥2.35 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥13.1b (up 24% from 1Q 2021). Net income: JP¥226.0m (up JP¥366.0m from 1Q 2021). Profit margin: 1.7% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥22.06 (vs JP¥66.87 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥58.1b (down 16% from FY 2020). Net income: JP¥1.32b (down 67% from FY 2020). Profit margin: 2.3% (down from 5.8% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 30 June 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥7.79 (vs JP¥12.81 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥13.5b (down 19% from 3Q 2020). Net income: JP¥465.0m (down 39% from 3Q 2020). Profit margin: 3.5% (down from 4.6% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Feb 05New 90-day high: JP¥1,032The company is up 23% from its price of JP¥838 on 06 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 16% over the same period.Is New 90 Day High Low • Dec 29New 90-day high: JP¥989The company is up 37% from its price of JP¥722 on 30 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 12% over the same period.공시 • Dec 05Aida Engineering, Ltd. to Report Q3, 2021 Results on Feb 09, 2021Aida Engineering, Ltd. announced that they will report Q3, 2021 results on Feb 09, 2021Is New 90 Day High Low • Dec 02New 90-day high: JP¥919The company is up 33% from its price of JP¥690 on 03 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 18% over the same period.공시 • Sep 06Aida Engineering, Ltd. to Report Q2, 2021 Results on Nov 10, 2020Aida Engineering, Ltd. announced that they will report Q2, 2021 results on Nov 10, 2020이익 및 매출 성장 예측TSE:6118 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/202881,0005,6001,8607,79113/31/202781,0005,400-9783,95313/31/202678,6474,2606,4358,201N/A12/31/202578,9285,159N/AN/AN/A9/30/202577,1885,3926,1757,395N/A6/30/202576,6985,266N/AN/AN/A3/31/202576,0065,1015,6136,512N/A12/31/202476,2054,628N/AN/AN/A9/30/202475,6734,0062,2573,514N/A6/30/202473,7333,111N/AN/AN/A3/31/202472,7422,8081,5123,169N/A12/31/202372,2781,948N/AN/AN/A9/30/202371,2061,948-4751,102N/A6/30/202371,9971,943N/AN/AN/A3/31/202368,7951,295-3,502-1,129N/A12/31/202266,499811N/AN/AN/A9/30/202267,720839-3,144-468N/A6/30/202263,052495N/AN/AN/A3/31/202262,4668963,7125,905N/A12/31/202162,964947N/AN/AN/A9/30/202159,2481,1054,8446,898N/A6/30/202160,6191,682N/AN/AN/A3/31/202158,0991,3166,0107,263N/A12/31/202057,5872,226N/AN/AN/A9/30/202060,6462,5246,0617,053N/A6/30/202063,7113,022N/AN/AN/A3/31/202069,1594,0222,5963,908N/A12/31/201973,6344,875N/AN/AN/A9/30/201978,0455,160N/A3,235N/A6/30/201981,2274,552N/AN/AN/A3/31/201984,0824,634N/A2,821N/A12/31/201884,3504,873N/AN/AN/A9/30/201881,4334,571N/A7,839N/A6/30/201876,9264,751N/AN/AN/A3/31/201873,8564,786N/A12,714N/A12/31/201770,6604,271N/AN/AN/A9/30/201768,5134,339N/A6,895N/A6/30/201768,0014,974N/AN/AN/A3/31/201767,5474,985N/A2,400N/A12/31/201666,3184,486N/AN/AN/A9/30/201669,8294,992N/A7,945N/A6/30/201673,0105,234N/AN/AN/A3/31/201675,5295,782N/A6,596N/A12/31/201577,6446,460N/AN/AN/A9/30/201580,2026,852N/A-508N/A6/30/201577,5866,458N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 6118 의 연간 예상 수익 증가율(13.2%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 6118 의 연간 수익(13.2%)이 JP 시장(9.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 6118 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 6118 의 수익(연간 1.5%)이 JP 시장(연간 6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 6118 의 수익(연간 1.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 6118의 자본 수익률은 3년 후 6.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/13 07:36종가2026/06/12 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 소스Aida Engineering, Ltd.는 5명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullDaiwa Securities Co. Ltd.Yuichiro IsayamaGoldman SachsNaruhiko TakatsujiIchiyoshi Research Institute Inc.2명의 분석가 더 보기
Major Estimate Revision • Nov 28Consensus EPS estimates increase by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥76.5b to JP¥79.0b. EPS estimate increased from JP¥76.50 to JP¥90.20 per share. Net income forecast to shrink 4.5% next year vs 9.0% growth forecast for Machinery industry in Japan . Consensus price target up from JP¥990 to JP¥1,190. Share price rose 2.1% to JP¥1,176 over the past week.
Price Target Changed • Jun 14Price target increased by 32% to JP¥990Up from JP¥750, the current price target is provided by 1 analyst. New target price is 9.8% above last closing price of JP¥902. Stock is up 3.2% over the past year. The company is forecast to post earnings per share of JP¥76.50 for next year compared to JP¥88.45 last year.
Price Target Changed • Mar 06Price target decreased by 20% to JP¥750Down from JP¥940, the current price target is provided by 1 analyst. New target price is 13% below last closing price of JP¥866. Stock is up 2.5% over the past year. The company is forecast to post earnings per share of JP¥88.70 for next year compared to JP¥47.01 last year.
Major Estimate Revision • Dec 19Consensus EPS estimates increase by 21%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from JP¥75.0b to JP¥74.0b. EPS estimate rose from JP¥73.60 to JP¥88.70. Net income forecast to grow 24% next year vs 15% growth forecast for Machinery industry in Japan. Consensus price target reaffirmed at JP¥940. Share price was steady at JP¥796 over the past week.
Major Estimate Revision • Jun 13Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥74.0b to JP¥75.0b. EPS estimate increased from JP¥64.50 to JP¥73.60 per share. Net income forecast to grow 57% next year vs 11% growth forecast for Machinery industry in Japan. Consensus price target up from JP¥900 to JP¥940. Share price was steady at JP¥853 over the past week.
공시 • May 16+ 1 more updateAida Engineering, Ltd. Provides Earnings Guidance for the Six Months Ending September 2024 and Year Ending March 2025Aida Engineering, Ltd. provided earnings guidance for the six months ending September 2024 and year ending March 2025. For the six months, the company expects Net sales to be ¥37,000 million. Operating profit to be ¥2,800 million. Profit attributable to owners of parent to be ¥2,100 million or Basic earnings per share to be ¥36.48.For the year, the company expects net sales to be ¥74,000 million. Operating profit to be ¥5,700 million. Profit attributable to owners of parent to be ¥4,200 million or Basic earnings per share to be ¥73.04.
분석 기사 • May 23Aida Engineering's (TSE:6118) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe market wasn't impressed with the soft earnings from Aida Engineering, Ltd. ( TSE:6118 ) recently. We did some...
Reported Earnings • May 20Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥77.52 (down from JP¥88.46 in FY 2025). Revenue: JP¥78.6b (up 3.5% from FY 2025). Net income: JP¥4.26b (down 17% from FY 2025). Profit margin: 5.4% (down from 6.7% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 1.5% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공시 • May 15Aida Engineering, Ltd., Annual General Meeting, Jun 25, 2026Aida Engineering, Ltd., Annual General Meeting, Jun 25, 2026.
공시 • May 10Aida Engineering, Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Aida Engineering, Ltd. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥12.30 (vs JP¥15.66 in 3Q 2025)Third quarter 2026 results: EPS: JP¥12.30 (down from JP¥15.66 in 3Q 2025). Revenue: JP¥19.3b (up 9.9% from 3Q 2025). Net income: JP¥668.0m (down 26% from 3Q 2025). Profit margin: 3.5% (down from 5.1% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jan 08Aida Engineering (TSE:6118) Is Due To Pay A Dividend Of ¥37.00Aida Engineering, Ltd.'s ( TSE:6118 ) investors are due to receive a payment of ¥37.00 per share on 26th of June. This...
Declared Dividend • Jan 08Dividend of JP¥37.00 announcedDividend of JP¥37.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 3.1%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 2.1% 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 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jan 07Aida Engineering, Ltd. announces Annual dividend, payable on June 26, 2026Aida Engineering, Ltd. announced Annual dividend of JPY 37.0000 per share payable on June 26, 2026, ex-date on March 30, 2026 and record date on March 31, 2026.
공시 • Dec 13Aida Engineering, Ltd. to Report Q3, 2026 Results on Feb 13, 2026Aida Engineering, Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026
Major Estimate Revision • Nov 28Consensus EPS estimates increase by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥76.5b to JP¥79.0b. EPS estimate increased from JP¥76.50 to JP¥90.20 per share. Net income forecast to shrink 4.5% next year vs 9.0% growth forecast for Machinery industry in Japan . Consensus price target up from JP¥990 to JP¥1,190. Share price rose 2.1% to JP¥1,176 over the past week.
분석 기사 • Nov 21Aida Engineering's (TSE:6118) Promising Earnings May Rest On Soft FoundationsDespite posting some strong earnings, the market for Aida Engineering, Ltd.'s ( TSE:6118 ) stock hasn't moved much. We...
분석 기사 • Nov 20There's Reason For Concern Over Aida Engineering, Ltd.'s (TSE:6118) Massive 26% Price JumpAida Engineering, Ltd. ( TSE:6118 ) shareholders have had their patience rewarded with a 26% share price jump in the...
Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥31.22 (vs JP¥27.30 in 2Q 2025)Second quarter 2026 results: EPS: JP¥31.22 (up from JP¥27.30 in 2Q 2025). Revenue: JP¥20.1b (up 2.5% from 2Q 2025). Net income: JP¥1.70b (up 8.0% from 2Q 2025). Profit margin: 8.4% (up from 8.0% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 59% 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 30Aida Engineering, Ltd. (TSE:6118) signed an agreement to acquire Dallas Industries, Inc.Aida Engineering, Ltd. (TSE:6118) signed an agreement to acquire Dallas Industries, Inc. on October 28, 2025. For the period ending December 31, 2024, Dallas Industries, Inc. reported total revenue of $14.5 million. The expected completion of the transaction is October 31, 2025.
공시 • Sep 03Aida Engineering, Ltd. to Report Q2, 2026 Results on Nov 14, 2025Aida Engineering, Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥16.56 (vs JP¥13.36 in 1Q 2025)First quarter 2026 results: EPS: JP¥16.56 (up from JP¥13.36 in 1Q 2025). Revenue: JP¥18.6b (up 3.9% from 1Q 2025). Net income: JP¥941.0m (up 21% from 1Q 2025). Profit margin: 5.1% (up from 4.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • Jun 27Aida Engineering, Ltd. to Report Q1, 2026 Results on Aug 08, 2025Aida Engineering, Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • Jun 27Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: JP¥88.45 (up from JP¥47.01 in FY 2024). Revenue: JP¥76.0b (up 4.5% from FY 2024). Net income: JP¥5.10b (up 82% from FY 2024). Profit margin: 6.7% (up from 3.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Price Target Changed • Jun 14Price target increased by 32% to JP¥990Up from JP¥750, the current price target is provided by 1 analyst. New target price is 9.8% above last closing price of JP¥902. Stock is up 3.2% over the past year. The company is forecast to post earnings per share of JP¥76.50 for next year compared to JP¥88.45 last year.
분석 기사 • May 22Aida Engineering's (TSE:6118) Earnings Are Of Questionable QualityAida Engineering, Ltd.'s ( TSE:6118 ) robust earnings report didn't manage to move the market for its stock. Our...
Reported Earnings • May 20Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: JP¥88.45 (up from JP¥47.01 in FY 2024). Revenue: JP¥76.0b (up 4.5% from FY 2024). Net income: JP¥5.10b (up 82% from FY 2024). Profit margin: 6.7% (up from 3.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
공시 • May 15Aida Engineering, Ltd., Annual General Meeting, Jun 25, 2025Aida Engineering, Ltd., Annual General Meeting, Jun 25, 2025.
공시 • Mar 30Aida Engineering, Ltd. (TSE:6118) announces an Equity Buyback for 3,500,000 shares, representing 5.66% for ¥3,000 million.Aida Engineering, Ltd. (TSE:6118) announces a share repurchase program. Under the program, the company will repurchase up to 3,500,000 shares, representing 5.66% of its share capital, for ¥3,000 million. The purpose of the program is to achieve an "appropriate balance sheet of an appropriate size" that ensures profitability and quality. The company aims to enhance corporate value by addressing challenges faced by customers and society, achieve a Price-to-Book Ratio (PBR) greater than 1.0, and exceed the cost of capital to improve Return on Equity (ROE). Additionally, the repurchase of treasury stock is part of a new capital policy to be announced in May 2025, which focuses on balancing product quality and operating profit margins. Ultimately, the program reflects the company's commitment to enhancing shareholder returns while pursuing long-term growth and stability. The program will expire on June 31, 2025. As of December 31, 2024, the company had 61,887,318 shares outstanding (excluding treasury shares) and 5,317,303 shares in treasury.
공시 • Mar 29Aida Engineering, Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Aida Engineering, Ltd. announced that they will report fiscal year 2025 results on May 15, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 38% and the cash payout ratio is 76%. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.1%).
Price Target Changed • Mar 06Price target decreased by 20% to JP¥750Down from JP¥940, the current price target is provided by 1 analyst. New target price is 13% below last closing price of JP¥866. Stock is up 2.5% over the past year. The company is forecast to post earnings per share of JP¥88.70 for next year compared to JP¥47.01 last year.
Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: JP¥15.66 (vs JP¥4.67 in 3Q 2024)Third quarter 2025 results: EPS: JP¥15.66 (up from JP¥4.67 in 3Q 2024). Revenue: JP¥17.6b (up 3.1% from 3Q 2024). Net income: JP¥901.0m (up 223% from 3Q 2024). Profit margin: 5.1% (up from 1.6% in 3Q 2024). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
분석 기사 • Jan 20Aida Engineering (TSE:6118) Is Due To Pay A Dividend Of ¥30.00Aida Engineering, Ltd. ( TSE:6118 ) will pay a dividend of ¥30.00 on the 26th of June. Based on this payment, the...
분석 기사 • Jan 06Aida Engineering (TSE:6118) Is Paying Out A Dividend Of ¥30.00Aida Engineering, Ltd. ( TSE:6118 ) has announced that it will pay a dividend of ¥30.00 per share on the 26th of June...
Declared Dividend • Jan 06Dividend of JP¥30.00 announcedDividend of JP¥30.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 3.7%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (76% cash payout ratio). The dividend has increased by an average of 2.3% 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 • Jan 03Aida Engineering, Ltd. to Report Q3, 2025 Results on Feb 12, 2025Aida Engineering, Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025
Major Estimate Revision • Dec 19Consensus EPS estimates increase by 21%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from JP¥75.0b to JP¥74.0b. EPS estimate rose from JP¥73.60 to JP¥88.70. Net income forecast to grow 24% next year vs 15% growth forecast for Machinery industry in Japan. Consensus price target reaffirmed at JP¥940. Share price was steady at JP¥796 over the past week.
분석 기사 • Nov 21There May Be Underlying Issues With The Quality Of Aida Engineering's (TSE:6118) EarningsAida Engineering, Ltd. ( TSE:6118 ) announced strong profits, but the stock was stagnant. We did some digging, and we...
Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: JP¥27.30 (vs JP¥11.30 in 2Q 2024)Second quarter 2025 results: EPS: JP¥27.30 (up from JP¥11.30 in 2Q 2024). Revenue: JP¥19.6b (up 11% from 2Q 2024). Net income: JP¥1.57b (up 133% from 2Q 2024). Profit margin: 8.0% (up from 3.8% in 2Q 2024). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
공시 • Sep 21Aida Engineering, Ltd. to Report Q2, 2025 Results on Nov 12, 2024Aida Engineering, Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥13.36 (vs JP¥7.92 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.36 (up from JP¥7.92 in 1Q 2024). Revenue: JP¥17.9b (up 5.9% from 1Q 2024). Net income: JP¥776.0m (up 64% from 1Q 2024). Profit margin: 4.3% (up from 2.8% in 1Q 2024). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥682, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Machinery industry in Japan. Total loss to shareholders of 28% over the past three years.
공시 • Jul 04Aida Engineering, Ltd. to Report Q1, 2025 Results on Aug 09, 2024Aida Engineering, Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
Major Estimate Revision • Jun 13Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥74.0b to JP¥75.0b. EPS estimate increased from JP¥64.50 to JP¥73.60 per share. Net income forecast to grow 57% next year vs 11% growth forecast for Machinery industry in Japan. Consensus price target up from JP¥900 to JP¥940. Share price was steady at JP¥853 over the past week.
분석 기사 • May 22Impressive Earnings May Not Tell The Whole Story For Aida Engineering (TSE:6118)Aida Engineering, Ltd.'s ( TSE:6118 ) robust earnings report didn't manage to move the market for its stock. We did...
Reported Earnings • May 20Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥47.01 (up from JP¥21.69 in FY 2023). Revenue: JP¥72.7b (up 5.7% from FY 2023). Net income: JP¥2.81b (up 117% from FY 2023). Profit margin: 3.9% (up from 1.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) missed analyst estimates by 6.3%. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
New Risk • May 20New major risk - Revenue and earnings growthEarnings have declined by 35% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 92% Paying a dividend despite having no free cash flows. Earnings have declined by 35% per year over the past 5 years.
공시 • May 17Aida Engineering, Ltd., Annual General Meeting, Jun 25, 2024Aida Engineering, Ltd., Annual General Meeting, Jun 25, 2024.
공시 • May 16+ 1 more updateAida Engineering, Ltd. Provides Earnings Guidance for the Six Months Ending September 2024 and Year Ending March 2025Aida Engineering, Ltd. provided earnings guidance for the six months ending September 2024 and year ending March 2025. For the six months, the company expects Net sales to be ¥37,000 million. Operating profit to be ¥2,800 million. Profit attributable to owners of parent to be ¥2,100 million or Basic earnings per share to be ¥36.48.For the year, the company expects net sales to be ¥74,000 million. Operating profit to be ¥5,700 million. Profit attributable to owners of parent to be ¥4,200 million or Basic earnings per share to be ¥73.04.
공시 • Apr 12Aida Engineering, Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Aida Engineering, Ltd. announced that they will report fiscal year 2024 results on May 15, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is on the higher end at 92% but the company is not cash flow positive. Trailing yield: 3.2%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.9%).
공시 • Mar 16Aida Engineering, Ltd. (TSE:6118) announces an Equity Buyback for 2,300,000 shares, representing 3.59% for ¥2,000 million.Aida Engineering, Ltd. (TSE:6118) announces a share repurchase program. Under the program, the company will repurchase up to 2,300,000 shares, representing 3.59% of its share capital, for ¥2,000 million. The company will repurchase its shares in order to to further enhance shareholder returns in accordance with Basic Policies under current Medium-Term Management Plan. The program will expire on June 30, 2024. As of December 31, 2023, the company had 64,047,427 shares outstanding (excluding treasury shares) and 5,400,994 shares in treasury.
분석 기사 • Mar 14Aida Engineering's (TSE:6118) Dividend Will Be ¥30.00The board of Aida Engineering, Ltd. ( TSE:6118 ) has announced that it will pay a dividend of ¥30.00 per share on the...
Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: JP¥4.67 (vs JP¥4.67 in 3Q 2023)Third quarter 2024 results: EPS: JP¥4.67 (down from JP¥4.67 in 3Q 2023). Revenue: JP¥17.0b (up 6.7% from 3Q 2023). Net income: JP¥279.0m (flat on 3Q 2023). Profit margin: 1.6% (down from 1.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공시 • Dec 28Aida Engineering, Ltd. to Report Q3, 2024 Results on Feb 13, 2024Aida Engineering, Ltd. announced that they will report Q3, 2024 results on Feb 13, 2024
Major Estimate Revision • Dec 05Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥75.0b to JP¥70.0b. EPS estimate also fell from JP¥67.00 per share to JP¥50.20 per share. Net income forecast to grow 76% next year vs 6.9% growth forecast for Machinery industry in Japan. Consensus price target down from JP¥1,010 to JP¥900. Share price fell 6.8% to JP¥827 over the past week.
Reported Earnings • Nov 18Second quarter 2024 earnings released: EPS: JP¥11.30 (vs JP¥11.22 in 2Q 2023)Second quarter 2024 results: EPS: JP¥11.30 (up from JP¥11.22 in 2Q 2023). Revenue: JP¥17.7b (down 4.3% from 2Q 2023). Net income: JP¥675.0m (flat on 2Q 2023). Profit margin: 3.8% (up from 3.6% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Buying Opportunity • Oct 24Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.7%. The fair value is estimated to be JP¥1,122, however this is not to be taken as a buy 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 declined by 33%. Revenue is forecast to grow by 5.9% in 2 years. Earnings is forecast to grow by 132% in the next 2 years.
공시 • Sep 28Aida Engineering, Ltd. to Report Q2, 2024 Final Results on Nov 14, 2023Aida Engineering, Ltd. announced that they will report Q2, 2024 final results on Nov 14, 2023
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥7.92 (vs JP¥2.93 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥7.92 (up from JP¥2.93 loss in 1Q 2023). Revenue: JP¥16.9b (up 23% from 1Q 2023). Net income: JP¥473.0m (up JP¥648.0m from 1Q 2023). Profit margin: 2.8% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
공시 • Jul 06Aida Engineering, Ltd. to Report Q1, 2024 Results on Aug 08, 2023Aida Engineering, Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023
Reported Earnings • May 17Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥21.69 (up from JP¥15.01 in FY 2022). Revenue: JP¥68.8b (up 10% from FY 2022). Net income: JP¥1.30b (up 45% from FY 2022). Profit margin: 1.9% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 8.3%. Earnings per share (EPS) also missed analyst estimates by 51%. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
공시 • May 16Aida Engineering, Ltd., Annual General Meeting, Jun 27, 2023Aida Engineering, Ltd., Annual General Meeting, Jun 27, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 June 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.5%).
Reported Earnings • Feb 19Third quarter 2023 earnings released: EPS: JP¥4.67 (vs JP¥5.14 in 3Q 2022)Third quarter 2023 results: EPS: JP¥4.67 (down from JP¥5.14 in 3Q 2022). Revenue: JP¥16.0b (down 7.1% from 3Q 2022). Net income: JP¥279.0m (down 9.1% from 3Q 2022). Profit margin: 1.7% (in line with 3Q 2022). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
공시 • Feb 15+ 1 more updateAida Engineering, Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Aida Engineering, Ltd. provided dividend guidance for the fiscal year ending March 31, 2023. For the year, the company expects to pay dividend of JPY 30.00 per share.
공시 • Dec 28Aida Engineering, Ltd. to Report Q3, 2023 Results on Feb 14, 2023Aida Engineering, Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023
Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 5 were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). CEO, President, Division Manager of R&D Headquarters and Chairman Kimikazu Aida is the most experienced director on the board, commencing their role in 1989. Independent Outside Standing Statutory Auditor Junichiro Hiratsuka was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 11Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: JP¥18.5b (up 34% from 2Q 2022). Net income: JP¥670.0m (up 106% from 2Q 2022). Profit margin: 3.6% (up from 2.4% in 2Q 2022). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Japan.
공시 • Nov 10+ 1 more updateAida Engineering, Ltd. Provides Dividend Guidance for the Full Year Ending March 31, 2023Aida Engineering, Ltd. provided dividend guidance for the full year ending March 31, 2023. The company expects to pay dividend of JPY 30.00 per share against JPY 25.00 share a year ago.
공시 • Sep 28Aida Engineering, Ltd. to Report Q2, 2023 Results on Nov 09, 2022Aida Engineering, Ltd. announced that they will report Q2, 2023 results on Nov 09, 2022
공시 • Aug 11+ 1 more updateAida Engineering, Ltd. Provides Earnings Guidance for the Period Ending September 2022 and March 2023Aida Engineering, Ltd. provides earnings guidance for the period ending September 2022 and March 2023. For the period ending September 2022, The company expects net sales to be JPY 36,000 million, Operating profit to be JPY 2,700 million, profit attributable to owners of parent to be JPY 2,000 million or JPY 33.50 per basic share.For the period ending March 2023, The company expects net sales to be JPY 72,000 million, Operating profit to be JPY 5,500 million, profit attributable to owners of parent to be JPY 4,000 million or JPY 67.00 per basic share.
Reported Earnings • Aug 11First quarter 2023 earnings released: JP¥2.93 loss per share (vs JP¥3.79 profit in 1Q 2022)First quarter 2023 results: JP¥2.93 loss per share (down from JP¥3.79 profit in 1Q 2022). Revenue: JP¥13.7b (up 4.5% from 1Q 2022). Net loss: JP¥175.0m (down 177% from profit in 1Q 2022). Over the next year, revenue is forecast to grow 19%, compared to a 9.2% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.
공시 • Jul 09Aida Engineering, Ltd. to Report Q1, 2023 Results on Aug 09, 2022Aida Engineering, Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022
Price Target Changed • May 31Price target decreased to JP¥1,100Down from JP¥1,240, the current price target is provided by 1 analyst. New target price is 22% above last closing price of JP¥904. Stock is up 2.7% over the past year. The company is forecast to post earnings per share of JP¥73.70 for next year compared to JP¥15.01 last year.
Reported Earnings • May 19Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥15.01 (down from JP¥22.06 in FY 2021). Revenue: JP¥62.5b (up 7.5% from FY 2021). Net income: JP¥896.0m (down 32% from FY 2021). Profit margin: 1.4% (down from 2.3% in FY 2021). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) missed analyst estimates by 69%. Over the next year, revenue is forecast to grow 17%, compared to a 7.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
공시 • May 18+ 2 more updatesAida Engineering, Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2022 and Fiscal Year Ending March 31, 2023Aida Engineering, Ltd. provided consolidated earnings guidance for the six months ending September 30, 2022 and fiscal year ending March 31, 2023. For the six months ending September 30, 2022, the company expects net sales of JPY 36,000 million, operating profit of JPY 2,700 million, profit attributable to owners of parent of JPY 2,000 million and basic earnings per share of JPY 33.50.For the fiscal year ending March 31, 2023, the company expects net sales of JPY 72,000 million, operating profit of JPY 5,500 million, profit attributable to owners of parent of JPY 4,000 million and basic earnings per share of JPY 67.00.
Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Outside Independent Director Mikio Mochizuki was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
공시 • Apr 08Aida Engineering, Ltd. to Report Fiscal Year 2022 Results on May 16, 2022Aida Engineering, Ltd. announced that they will report fiscal year 2022 results on May 16, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 29 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.0%).
Reported Earnings • Feb 09Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥5.14 (down from JP¥7.79 in 3Q 2021). Revenue: JP¥17.2b (up 28% from 3Q 2021). Net income: JP¥307.0m (down 34% from 3Q 2021). Profit margin: 1.8% (down from 3.5% in 3Q 2021). Revenue exceeded analyst estimates by 14%. Over the next year, revenue is forecast to grow 11%, compared to a 8.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
공시 • Feb 09Aida Engineering, Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2022Aida Engineering, Ltd. provided consolidated earnings guidance for the year ending March 31, 2022. For the year, the company expected net sales of JPY 63,000 million, operating profit of JPY 3,000 million, net income attributable to owners of parent of JPY 1,900 million or JPY 31.83 per basic share.
공시 • Feb 08Aida Engineering, Ltd. Provides Dividend Guidance for the Fiscal Year 2022Aida Engineering, Ltd. provided dividend guidance for the fiscal year 2022. The company expects to pay year-end dividend of JPY 25.00 per share against JPY 20.00 per share paid a year ago.
Major Estimate Revision • Dec 23Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥65.0b to JP¥60.0b. EPS estimate also fell from JP¥62.00 per share to JP¥47.70 per share. Net income forecast to grow 226% next year vs 13% growth forecast for Machinery industry in Japan. Consensus price target up from JP¥1,240 to JP¥1,310. Share price was steady at JP¥1,016 over the past week.
Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥5.46 (vs JP¥15.13 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥13.8b (down 9.0% from 2Q 2021). Net income: JP¥326.0m (down 64% from 2Q 2021). Profit margin: 2.4% (down from 5.9% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,180, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Machinery industry in Japan. Total returns to shareholders of 31% over the past three years.
Reported Earnings • Aug 11First quarter 2022 earnings released: EPS JP¥3.79 (vs JP¥2.35 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥13.1b (up 24% from 1Q 2021). Net income: JP¥226.0m (up JP¥366.0m from 1Q 2021). Profit margin: 1.7% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥22.06 (vs JP¥66.87 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥58.1b (down 16% from FY 2020). Net income: JP¥1.32b (down 67% from FY 2020). Profit margin: 2.3% (down from 5.8% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 30 June 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).
Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥7.79 (vs JP¥12.81 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥13.5b (down 19% from 3Q 2020). Net income: JP¥465.0m (down 39% from 3Q 2020). Profit margin: 3.5% (down from 4.6% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Feb 05New 90-day high: JP¥1,032The company is up 23% from its price of JP¥838 on 06 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 16% over the same period.
Is New 90 Day High Low • Dec 29New 90-day high: JP¥989The company is up 37% from its price of JP¥722 on 30 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 12% over the same period.
공시 • Dec 05Aida Engineering, Ltd. to Report Q3, 2021 Results on Feb 09, 2021Aida Engineering, Ltd. announced that they will report Q3, 2021 results on Feb 09, 2021
Is New 90 Day High Low • Dec 02New 90-day high: JP¥919The company is up 33% from its price of JP¥690 on 03 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 18% over the same period.
공시 • Sep 06Aida Engineering, Ltd. to Report Q2, 2021 Results on Nov 10, 2020Aida Engineering, Ltd. announced that they will report Q2, 2021 results on Nov 10, 2020