View ValuationTakeuchi Mfg 향후 성장Future 기준 점검 1/6Takeuchi Mfg (는) 각각 연간 4.9% 및 6.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 5.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.1% 로 예상됩니다.핵심 정보4.9%이익 성장률5.37%EPS 성장률Machinery 이익 성장10.4%매출 성장률6.1%향후 자기자본이익률14.08%애널리스트 커버리지Low마지막 업데이트13 Jul 2026최근 향후 성장 업데이트분석 기사 • Jul 14Takeuchi Mfg. Co., Ltd. Just Missed EPS By 7.1%: Here's What Analysts Think Will Happen NextThe first-quarter results for Takeuchi Mfg. Co., Ltd. ( TSE:6432 ) were released last week, making it a good time to...분석 기사 • Jan 15Takeuchi Mfg. Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearA week ago, Takeuchi Mfg. Co., Ltd. ( TSE:6432 ) came out with a strong set of third-quarter numbers that could...Price Target Changed • Jan 14Price target increased by 11% to JP¥6,400Up from JP¥5,750, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥6,660. Stock is up 33% over the past year. The company is forecast to post earnings per share of JP¥591 for next year compared to JP¥552 last year.Price Target Changed • Oct 11Price target increased by 10% to JP¥4,986Up from JP¥4,526, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥5,210. Stock is up 11% over the past year. The company is forecast to post earnings per share of JP¥564 for next year compared to JP¥552 last year.Price Target Changed • Jul 10Price target decreased by 7.1% to JP¥4,188Down from JP¥4,508, the current price target is an average from 5 analysts. New target price is 9.9% below last closing price of JP¥4,650. Stock is down 20% over the past year. The company is forecast to post earnings per share of JP¥434 for next year compared to JP¥552 last year.Price Target Changed • Jun 19Price target decreased by 9.9% to JP¥4,508Down from JP¥5,002, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥4,400. Stock is down 23% over the past year. The company is forecast to post earnings per share of JP¥450 for next year compared to JP¥552 last year.모든 업데이트 보기Recent updates분석 기사 • Jul 14Takeuchi Mfg. Co., Ltd. Just Missed EPS By 7.1%: Here's What Analysts Think Will Happen NextThe first-quarter results for Takeuchi Mfg. Co., Ltd. ( TSE:6432 ) were released last week, making it a good time to...Reported Earnings • Jul 12First quarter 2027 earnings: EPS and revenues miss analyst expectationsFirst quarter 2027 results: EPS: JP¥161 (up from JP¥161 in 1Q 2026). Revenue: JP¥56.8b (up 12% from 1Q 2026). Net income: JP¥7.43b (flat on 1Q 2026). Profit margin: 13% (down from 15% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 7.1%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jun 03Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥612 (up from JP¥552 in FY 2025). Revenue: JP¥225.3b (up 5.7% from FY 2025). Net income: JP¥28.3b (up 8.3% from FY 2025). Profit margin: 13% (in line with FY 2025). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 3.1%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Apr 16Now 20% undervaluedOver the last 90 days, the stock has risen 1.1% to JP¥6,680. The fair value is estimated to be JP¥8,361, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are forecast to decline by 1.2% per annum over the same time period.Reported Earnings • Apr 11Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥612 (up from JP¥552 in FY 2025). Revenue: JP¥225.3b (up 5.7% from FY 2025). Net income: JP¥28.3b (up 8.3% from FY 2025). Profit margin: 13% (in line with FY 2025). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 3.1%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.공고 • Apr 10Takeuchi Mfg. Co., Ltd., Annual General Meeting, May 28, 2026Takeuchi Mfg. Co., Ltd., Annual General Meeting, May 28, 2026.공고 • Apr 03Takeuchi Mfg. Co., Ltd. to Report Fiscal Year 2026 Results on Apr 10, 2026Takeuchi Mfg. Co., Ltd. announced that they will report fiscal year 2026 results on Apr 10, 2026New Risk • Mar 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% 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. This is currently the only risk that has been identified for the company.Upcoming Dividend • Feb 19Upcoming dividend of JP¥210 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).분석 기사 • Jan 16Takeuchi Mfg (TSE:6432) Is Paying Out A Larger Dividend Than Last YearTakeuchi Mfg. Co., Ltd. ( TSE:6432 ) has announced that it will be increasing its dividend from last year's comparable...분석 기사 • Jan 15Takeuchi Mfg. Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearA week ago, Takeuchi Mfg. Co., Ltd. ( TSE:6432 ) came out with a strong set of third-quarter numbers that could...Reported Earnings • Jan 14Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥139. Revenue: JP¥58.7b (up 3.4% from 3Q 2025). Net income: JP¥6.42b (down 1.7% from 3Q 2025). Profit margin: 11% (in line with 3Q 2025). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Machinery industry in Japan.Price Target Changed • Jan 14Price target increased by 11% to JP¥6,400Up from JP¥5,750, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥6,660. Stock is up 33% over the past year. The company is forecast to post earnings per share of JP¥591 for next year compared to JP¥552 last year.분석 기사 • Jan 06Takeuchi Mfg. Co., Ltd. (TSE:6432) Shares Could Be 30% Below Their Intrinsic Value EstimateKey Insights Takeuchi Mfg's estimated fair value is JP¥10,129 based on 2 Stage Free Cash Flow to Equity Takeuchi Mfg is...New Risk • Nov 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.분석 기사 • Nov 25Takeuchi Mfg (TSE:6432) Knows How To Allocate Capital EffectivelyTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...분석 기사 • Nov 04Takeuchi Mfg (TSE:6432) Is Paying Out A Larger Dividend Than Last YearTakeuchi Mfg. Co., Ltd. ( TSE:6432 ) has announced that it will be increasing its dividend from last year's comparable...공고 • Nov 04Takeuchi Mfg. Co., Ltd. to Report Q3, 2026 Results on Jan 13, 2026Takeuchi Mfg. Co., Ltd. announced that they will report Q3, 2026 results on Jan 13, 2026분석 기사 • Oct 18Takeuchi Mfg's (TSE:6432) Shareholders Will Receive A Bigger Dividend Than Last YearTakeuchi Mfg. Co., Ltd. ( TSE:6432 ) has announced that it will be increasing its dividend from last year's comparable...New Risk • Oct 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Declared Dividend • Oct 12Dividend of JP¥210 announcedShareholders will receive a dividend of JP¥210. Ex-date: 26th February 2026 Payment date: 26th May 2026 Dividend yield will be 4.0%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by earnings (35% earnings payout ratio) but not covered by cash flows (187% cash payout ratio). The dividend has increased by an average of 39% 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 3.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Oct 11Price target increased by 10% to JP¥4,986Up from JP¥4,526, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥5,210. Stock is up 11% over the past year. The company is forecast to post earnings per share of JP¥564 for next year compared to JP¥552 last year.Reported Earnings • Oct 11Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: JP¥209 (up from JP¥176 in 2Q 2025). Revenue: JP¥63.5b (up 17% from 2Q 2025). Net income: JP¥9.64b (up 15% from 2Q 2025). Profit margin: 15% (in line with 2Q 2025). Revenue exceeded analyst estimates by 8.0%. Earnings per share (EPS) also surpassed analyst estimates by 14%. 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 23% per year and the company’s share price has also increased by 23% per year.분석 기사 • Oct 02The Market Doesn't Like What It Sees From Takeuchi Mfg. Co., Ltd.'s (TSE:6432) Earnings YetTakeuchi Mfg. Co., Ltd.'s ( TSE:6432 ) price-to-earnings (or "P/E") ratio of 9.3x might make it look like a buy right...분석 기사 • Aug 20Investors Should Be Encouraged By Takeuchi Mfg's (TSE:6432) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...공고 • Jul 31Takeuchi Mfg. Co., Ltd. to Report Q2, 2026 Results on Oct 10, 2025Takeuchi Mfg. Co., Ltd. announced that they will report Q2, 2026 results on Oct 10, 2025Reported Earnings • Jul 12First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: JP¥161 (down from JP¥178 in 1Q 2025). Revenue: JP¥50.6b (down 8.3% from 1Q 2025). Net income: JP¥7.42b (down 12% from 1Q 2025). Profit margin: 15% (in line with 1Q 2025). Revenue exceeded analyst estimates by 5.0%. Earnings per share (EPS) also surpassed analyst estimates by 22%. 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 27% per year whereas the company’s share price has increased by 26% per year.Price Target Changed • Jul 10Price target decreased by 7.1% to JP¥4,188Down from JP¥4,508, the current price target is an average from 5 analysts. New target price is 9.9% below last closing price of JP¥4,650. Stock is down 20% over the past year. The company is forecast to post earnings per share of JP¥434 for next year compared to JP¥552 last year.공고 • Jul 10+ 1 more updateTakeuchi Mfg. Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ended February 28, 2026Takeuchi Mfg. Co., Ltd. provided dividend guidance for the fiscal year ended February 28, 2026. For the period, the company expects dividend of JPY 200.00 per share as compared to JPY 200.00 per share in the previous year.분석 기사 • Jun 26Takeuchi Mfg. Co., Ltd.'s (TSE:6432) Intrinsic Value Is Potentially 98% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, Takeuchi Mfg fair value estimate is JP¥9,025 Takeuchi Mfg is...Price Target Changed • Jun 19Price target decreased by 9.9% to JP¥4,508Down from JP¥5,002, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥4,400. Stock is down 23% over the past year. The company is forecast to post earnings per share of JP¥450 for next year compared to JP¥552 last year.New Risk • Jun 06New 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 Risks Dividend is not well covered by cash flows (187% cash payout ratio). Share price has been volatile over the past 3 months (7.2% average weekly change).공고 • May 14Takeuchi Mfg. Co., Ltd. to Report Q1, 2026 Results on Jul 10, 2025Takeuchi Mfg. Co., Ltd. announced that they will report Q1, 2026 results on Jul 10, 2025Major Estimate Revision • Apr 18Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from JP¥191.2b to JP¥195.6b. EPS estimate fell from JP¥522 to JP¥466 per share. Net income forecast to shrink 8.9% next year vs 7.4% growth forecast for Machinery industry in Japan . Consensus price target down from JP¥5,002 to JP¥4,692. Share price fell 3.1% to JP¥4,380 over the past week.분석 기사 • Apr 14Earnings Miss: Takeuchi Mfg. Co., Ltd. Missed EPS By 16% And Analysts Are Revising Their ForecastsIt's shaping up to be a tough period for Takeuchi Mfg. Co., Ltd. ( TSE:6432 ), which a week ago released some...Reported Earnings • Apr 12Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥552. Revenue: JP¥213.2b (flat on FY 2024). Net income: JP¥26.1b (flat on FY 2024). Profit margin: 12% (in line with FY 2024). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to stay flat during the next 3 years compared to a 4.7% growth forecast for the Machinery industry in Japan.공고 • Apr 11+ 2 more updatesTakeuchi Mfg. Co., Ltd., Annual General Meeting, May 23, 2025Takeuchi Mfg. Co., Ltd., Annual General Meeting, May 23, 2025.분석 기사 • Apr 07Takeuchi Mfg. Co., Ltd.'s (TSE:6432) 25% Dip In Price Shows Sentiment Is Matching EarningsTakeuchi Mfg. Co., Ltd. ( TSE:6432 ) shareholders won't be pleased to see that the share price has had a very rough...New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.8% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (354% cash payout ratio). Share price has been volatile over the past 3 months (5.8% average weekly change).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¥4,455, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Machinery industry in Japan. Total returns to shareholders of 93% over the past three years.분석 기사 • Mar 31Here's Why We Think Takeuchi Mfg (TSE:6432) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Mar 10Why We Like The Returns At Takeuchi Mfg (TSE:6432)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Upcoming Dividend • Feb 20Upcoming dividend of JP¥200 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 24% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.3%).분석 기사 • Feb 18Takeuchi Mfg. Co., Ltd.'s (TSE:6432) Low P/E No Reason For ExcitementWith a price-to-earnings (or "P/E") ratio of 8.5x Takeuchi Mfg. Co., Ltd. ( TSE:6432 ) may be sending bullish signals...공고 • Feb 05Takeuchi Mfg. Co., Ltd. to Report Fiscal Year 2025 Results on Apr 11, 2025Takeuchi Mfg. Co., Ltd. announced that they will report fiscal year 2025 results on Apr 11, 2025Reported Earnings • Jan 15Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: JP¥138 (up from JP¥132 in 3Q 2024). Revenue: JP¥56.8b (up 5.9% from 3Q 2024). Net income: JP¥6.53b (up 4.0% from 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) missed analyst estimates by 4.5%. Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Machinery industry in Japan are expected to grow by 4.6%. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.공고 • Oct 30Takeuchi Mfg. Co., Ltd. to Report Q3, 2025 Results on Jan 10, 2025Takeuchi Mfg. Co., Ltd. announced that they will report Q3, 2025 results on Jan 10, 2025분석 기사 • Oct 17Takeuchi Mfg's (TSE:6432) Earnings Are Weaker Than They SeemUnsurprisingly, Takeuchi Mfg. Co., Ltd.'s ( TSE:6432 ) stock price was strong on the back of its healthy earnings...공고 • Oct 10Takeuchi Mfg. Co., Ltd. (TSE:6432) announces an Equity Buyback for 2,000,000 shares, representing 4.19% for ¥7,000 million.Takeuchi Mfg. Co., Ltd. (TSE:6432) announces a share repurchase program. Under the plan, the company will repurchase up to 2,000,000 shares, representing 4.19% of its share capital, for ¥ 7,000 million. The purpose of the repurchase program is to return profits to shareholders. The program is valid till January 31, 2025. As of September 30, 2024, the company had 47,744,971 issued shares (excluding treasury stock) and 1,254,029 treasury shares.분석 기사 • Sep 25Returns on Capital Paint A Bright Future For Takeuchi Mfg (TSE:6432)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...New Risk • Aug 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.4% 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. This is currently the only risk that has been identified for the company.분석 기사 • Aug 20Here's Why We Think Takeuchi Mfg (TSE:6432) Is Well Worth WatchingThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥3,595, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Machinery industry in Japan. Total returns to shareholders of 45% over the past three years.분석 기사 • Aug 03Lacklustre Performance Is Driving Takeuchi Mfg. Co., Ltd.'s (TSE:6432) 27% Price DropThe Takeuchi Mfg. Co., Ltd. ( TSE:6432 ) share price has fared very poorly over the last month, falling by a...공고 • Jul 30Takeuchi Mfg. Co., Ltd. to Report Q2, 2025 Results on Oct 10, 2024Takeuchi Mfg. Co., Ltd. announced that they will report Q2, 2025 results on Oct 10, 2024Price Target Changed • Jul 20Price target decreased by 11% to JP¥5,580Down from JP¥6,260, the current price target is an average from 5 analysts. New target price is 6.3% above last closing price of JP¥5,250. Stock is up 19% over the past year. The company is forecast to post earnings per share of JP¥596 for next year compared to JP¥549 last year.Reported Earnings • Jul 16First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: JP¥178 (up from JP¥128 in 1Q 2024). Revenue: JP¥55.2b (up 4.0% from 1Q 2024). Net income: JP¥8.46b (up 39% from 1Q 2024). Profit margin: 15% (up from 12% in 1Q 2024). Revenue missed analyst estimates by 6.5%. Earnings per share (EPS) exceeded analyst estimates by 9.2%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 28% per year.분석 기사 • Jun 17Are Investors Undervaluing Takeuchi Mfg. Co., Ltd. (TSE:6432) By 35%?Key Insights The projected fair value for Takeuchi Mfg is JP¥8,592 based on 2 Stage Free Cash Flow to Equity Takeuchi...Reported Earnings • Jun 01Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥549 (up from JP¥335 in FY 2023). Revenue: JP¥212.6b (up 19% from FY 2023). Net income: JP¥26.1b (up 64% from FY 2023). Profit margin: 12% (up from 8.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 6.9%. Revenue is forecast to grow 6.2% 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 30% per year whereas the company’s share price has increased by 27% per year.공고 • May 10Takeuchi Mfg. Co., Ltd. to Report Q1, 2025 Results on Jul 12, 2024Takeuchi Mfg. Co., Ltd. announced that they will report Q1, 2025 results on Jul 12, 2024분석 기사 • May 01Here's Why We Think Takeuchi Mfg (TSE:6432) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Price Target Changed • Apr 28Price target increased by 13% to JP¥6,000Up from JP¥5,320, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥5,880. Stock is up 58% over the past year. The company is forecast to post earnings per share of JP¥537 for next year compared to JP¥549 last year.분석 기사 • Apr 17Earnings Beat: Takeuchi Mfg. Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsTakeuchi Mfg. Co., Ltd. ( TSE:6432 ) just released its latest annual results and things are looking bullish. The...Reported Earnings • Apr 14Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥549 (up from JP¥335 in FY 2023). Revenue: JP¥212.6b (up 19% from FY 2023). Net income: JP¥26.1b (up 64% from FY 2023). Profit margin: 12% (up from 8.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 6.9%. Revenue is forecast to grow 6.6% 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 30% per year whereas the company’s share price has increased by 27% per year.공고 • Apr 14Takeuchi Mfg. Co., Ltd., Annual General Meeting, May 29, 2024Takeuchi Mfg. Co., Ltd., Annual General Meeting, May 29, 2024.분석 기사 • Mar 26Why You Should Care About Takeuchi Mfg's (TSE:6432) Strong Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...분석 기사 • Mar 12Takeuchi Mfg. Co., Ltd.'s (TSE:6432) Intrinsic Value Is Potentially 77% Above Its Share PriceKey Insights Takeuchi Mfg's estimated fair value is JP¥9,594 based on 2 Stage Free Cash Flow to Equity Takeuchi Mfg's...Upcoming Dividend • Feb 21Upcoming dividend of JP¥158 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (2.0%).공고 • Feb 01Takeuchi Mfg. Co., Ltd. to Report Fiscal Year 2024 Results on Apr 12, 2024Takeuchi Mfg. Co., Ltd. announced that they will report fiscal year 2024 results on Apr 12, 2024Reported Earnings • Jan 14Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: JP¥132 (up from JP¥68.56 in 3Q 2023). Revenue: JP¥53.7b (up 14% from 3Q 2023). Net income: JP¥6.28b (up 92% from 3Q 2023). Profit margin: 12% (up from 7.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) missed analyst estimates by 1.6%. Revenue is forecast to grow 8.3% 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 28% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Price Target Changed • Dec 16Price target decreased by 11% to JP¥4,800Down from JP¥5,400, the current price target is an average from 4 analysts. New target price is 17% above last closing price of JP¥4,095. Stock is up 37% over the past year. The company is forecast to post earnings per share of JP¥484 for next year compared to JP¥335 last year.공고 • Nov 02Takeuchi Mfg. Co., Ltd. to Report Q3, 2024 Results on Jan 12, 2024Takeuchi Mfg. Co., Ltd. announced that they will report Q3, 2024 results on Jan 12, 2024Reported Earnings • Oct 13Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: JP¥138 (up from JP¥71.94 in 2Q 2023). Revenue: JP¥52.1b (up 20% from 2Q 2023). Net income: JP¥6.57b (up 92% from 2Q 2023). Profit margin: 13% (up from 7.9% in 2Q 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 16%. Revenue is forecast to grow 11% 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 26% per year whereas the company’s share price has increased by 29% per year.Major Estimate Revision • Oct 13Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥202.0b to JP¥204.4b. EPS estimate increased from JP¥402 to JP¥451 per share. Net income forecast to grow 22% next year vs 5.1% growth forecast for Machinery industry in Japan. Consensus price target up from JP¥5,100 to JP¥5,280. Share price rose 13% to JP¥5,110 over the past week.Price Target Changed • Sep 06Price target increased by 10% to JP¥5,040Up from JP¥4,580, the current price target is an average from 5 analysts. New target price is 7.3% above last closing price of JP¥4,695. Stock is up 78% over the past year. The company is forecast to post earnings per share of JP¥417 for next year compared to JP¥335 last year.공고 • Aug 03Takeuchi Mfg. Co., Ltd. to Report Q2, 2024 Results on Oct 12, 2023Takeuchi Mfg. Co., Ltd. announced that they will report Q2, 2024 results on Oct 12, 2023Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥128 (vs JP¥88.77 in 1Q 2023)First quarter 2024 results: EPS: JP¥128 (up from JP¥88.77 in 1Q 2023). Revenue: JP¥53.0b (up 25% from 1Q 2023). Net income: JP¥6.10b (up 44% from 1Q 2023). Profit margin: 12% (up from 10.0% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Jul 14Price target increased by 11% to JP¥4,580Up from JP¥4,140, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥4,420. Stock is up 84% over the past year. The company is forecast to post earnings per share of JP¥390 for next year compared to JP¥335 last year.Reported Earnings • May 30Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥335 (up from JP¥280 in FY 2022). Revenue: JP¥179.0b (up 27% from FY 2022). Net income: JP¥16.0b (up 20% from FY 2022). Profit margin: 8.9% (in line with FY 2022). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 6.4%. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • May 18Price target increased by 12% to JP¥4,040Up from JP¥3,620, the current price target is an average from 5 analysts. New target price is 8.2% above last closing price of JP¥3,735. Stock is up 59% over the past year. The company is forecast to post earnings per share of JP¥359 for next year compared to JP¥335 last year.공고 • May 13Takeuchi Mfg. Co., Ltd. to Report Q1, 2024 Results on Jul 13, 2023Takeuchi Mfg. Co., Ltd. announced that they will report Q1, 2024 results on Jul 13, 2023Reported Earnings • Apr 13Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥335 (up from JP¥280 in FY 2022). Revenue: JP¥179.0b (up 27% from FY 2022). Net income: JP¥16.0b (up 20% from FY 2022). Profit margin: 8.9% (in line with FY 2022). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 6.4%. Revenue is forecast to grow 7.6% 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 increased by 21% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥3,335, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Machinery industry in Japan. Total returns to shareholders of 163% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,856 per share.Upcoming Dividend • Feb 20Upcoming dividend of JP¥98.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.4%).공고 • Feb 01Takeuchi Mfg. Co., Ltd. to Report Fiscal Year 2023 Results on Apr 11, 2023Takeuchi Mfg. Co., Ltd. announced that they will report fiscal year 2023 results on Apr 11, 2023Reported Earnings • Jan 14Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: EPS: JP¥68.56 (up from JP¥65.79 in 3Q 2022). Revenue: JP¥46.9b (up 44% from 3Q 2022). Net income: JP¥3.27b (up 4.2% from 3Q 2022). Profit margin: 7.0% (down from 9.6% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 10% 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, earnings per share has increased by 19% per year whereas the company’s share price has increased by 16% per year.Price Target Changed • Nov 24Price target increased to JP¥3,780Up from JP¥3,460, the current price target is an average from 5 analysts. New target price is 22% above last closing price of JP¥3,105. Stock is up 11% over the past year. The company is forecast to post earnings per share of JP¥328 for next year compared to JP¥280 last year.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Outside Director Michio Iwabuchi was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공고 • Nov 04Takeuchi Mfg. Co., Ltd. to Report Q3, 2023 Results on Jan 13, 2023Takeuchi Mfg. Co., Ltd. announced that they will report Q3, 2023 results on Jan 13, 2023Price Target Changed • Oct 22Price target increased to JP¥3,600Up from JP¥3,360, the current price target is an average from 5 analysts. New target price is 26% above last closing price of JP¥2,847. Stock is down 1.8% over the past year. The company is forecast to post earnings per share of JP¥304 for next year compared to JP¥280 last year.Reported Earnings • Oct 15Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: JP¥71.94 (down from JP¥90.72 in 2Q 2022). Revenue: JP¥43.6b (up 6.7% from 2Q 2022). Net income: JP¥3.43b (down 21% from 2Q 2022). Profit margin: 7.9% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 11% 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 17% per year and the company’s share price has also increased by 17% per year.공고 • Aug 05Takeuchi Mfg. Co., Ltd. to Report Q2, 2023 Results on Oct 13, 2022Takeuchi Mfg. Co., Ltd. announced that they will report Q2, 2023 results on Oct 13, 2022Reported Earnings • Jul 13First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: JP¥88.77 (up from JP¥66.16 in 1Q 2022). Revenue: JP¥42.4b (up 27% from 1Q 2022). Net income: JP¥4.23b (up 34% from 1Q 2022). Profit margin: 10.0% (in line with 1Q 2022). Revenue exceeded analyst estimates by 16%. Earnings per share (EPS) also surpassed analyst estimates by 46%. Over the next year, revenue is forecast to grow 13%, compared to a 9.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 13% per year.Reported Earnings • May 29Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥280 (up from JP¥205 in FY 2021). Revenue: JP¥140.9b (up 26% from FY 2021). Net income: JP¥13.3b (up 37% from FY 2021). Profit margin: 9.5% (in line with FY 2021). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) exceeded analyst estimates by 2.1%. Over the next year, revenue is forecast to grow 12%, compared to a 8.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year and the company’s share price has also increased by 8% per year.공고 • May 02Takeuchi Mfg. Co., Ltd. to Report Q1, 2023 Results on Jul 12, 2022Takeuchi Mfg. Co., Ltd. announced that they will report Q1, 2023 results on Jul 12, 2022Price Target Changed • Apr 27Price target decreased to JP¥3,550Down from JP¥3,925, the current price target is an average from 5 analysts. New target price is 53% above last closing price of JP¥2,324. Stock is down 23% over the past year. The company is forecast to post earnings per share of JP¥262 for next year compared to JP¥280 last year.이익 및 매출 성장 예측TSE:6432 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수2/28/2029283,90032,39223,600N/A42/29/2028261,32029,38921,308N/A52/28/2027245,20026,33516,843N/A55/31/2026231,47328,281N/AN/AN/A2/28/2026225,28428,27019,62022,889N/A11/30/2025219,66026,202N/AN/AN/A8/31/2025217,72726,31419,02722,098N/A5/31/2025208,67625,067N/AN/AN/A2/28/2025213,23026,1134,9438,283N/A11/30/2024220,19930,585N/AN/AN/A8/31/2024217,05730,3332,6257,047N/A5/31/2024214,76228,510N/AN/AN/A2/29/2024212,62726,14916,77824,640N/A11/30/2023204,87123,996N/AN/AN/A8/31/2023198,10920,9869,94018,445N/A5/31/2023189,59117,849N/AN/AN/A2/28/2023178,96615,979-4648,537N/A11/30/2022166,91613,661N/AN/AN/A8/31/2022152,69713,530-6,4562,785N/A5/31/2022149,97414,426N/AN/AN/A2/28/2022140,89213,3489,17813,780N/A11/30/2021137,06913,075N/AN/AN/A8/31/2021133,30512,33018,53520,153N/A5/31/2021119,84910,814N/AN/AN/A2/28/2021112,2549,7658,33310,378N/A11/30/2020106,5178,834N/AN/AN/A8/31/2020106,6298,524-5581,962N/A5/31/2020112,1158,518N/AN/AN/A2/29/2020115,9139,091N/A5,489N/A11/30/2019113,8579,545N/AN/AN/A8/31/2019112,8049,947N/A6,363N/A5/31/2019112,86210,678N/AN/AN/A2/28/2019110,17511,391N/A8,421N/A11/30/2018107,93411,054N/AN/AN/A8/31/2018101,83810,686N/A8,613N/A5/31/201897,95810,128N/AN/AN/A2/28/201894,3429,547N/A10,406N/A11/30/201790,9479,051N/AN/AN/A8/31/201788,7118,085N/A9,983N/A5/31/201784,9027,714N/AN/AN/A2/28/201783,0007,757N/A6,823N/A11/30/201683,4928,282N/AN/AN/A8/31/201684,9778,996N/A15,239N/A5/31/201685,0639,460N/AN/AN/A2/29/201685,2189,708N/A12,275N/A11/30/201583,7919,906N/AN/AN/A8/31/201579,01610,226N/A4,244N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 6432 의 연간 예상 수익 증가율(4.9%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 6432 의 연간 수익(4.9%)이 JP 시장(10.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 6432 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 6432 의 수익(연간 6.1%)이 JP 시장(연간 6.4%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 6432 의 수익(연간 6.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 6432의 자본 수익률은 3년 후 14.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/23 00:00종가2026/07/23 00:00수익2026/05/31연간 수익2026/02/28데이터 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스Takeuchi Mfg. Co., Ltd.는 9명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Edward BourletCLSASang-woo LeeEugene Investment & Securities Co Ltd.Takeru AdachiGoldman Sachs6명의 분석가 더 보기
분석 기사 • Jul 14Takeuchi Mfg. Co., Ltd. Just Missed EPS By 7.1%: Here's What Analysts Think Will Happen NextThe first-quarter results for Takeuchi Mfg. Co., Ltd. ( TSE:6432 ) were released last week, making it a good time to...
분석 기사 • Jan 15Takeuchi Mfg. Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearA week ago, Takeuchi Mfg. Co., Ltd. ( TSE:6432 ) came out with a strong set of third-quarter numbers that could...
Price Target Changed • Jan 14Price target increased by 11% to JP¥6,400Up from JP¥5,750, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥6,660. Stock is up 33% over the past year. The company is forecast to post earnings per share of JP¥591 for next year compared to JP¥552 last year.
Price Target Changed • Oct 11Price target increased by 10% to JP¥4,986Up from JP¥4,526, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥5,210. Stock is up 11% over the past year. The company is forecast to post earnings per share of JP¥564 for next year compared to JP¥552 last year.
Price Target Changed • Jul 10Price target decreased by 7.1% to JP¥4,188Down from JP¥4,508, the current price target is an average from 5 analysts. New target price is 9.9% below last closing price of JP¥4,650. Stock is down 20% over the past year. The company is forecast to post earnings per share of JP¥434 for next year compared to JP¥552 last year.
Price Target Changed • Jun 19Price target decreased by 9.9% to JP¥4,508Down from JP¥5,002, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥4,400. Stock is down 23% over the past year. The company is forecast to post earnings per share of JP¥450 for next year compared to JP¥552 last year.
분석 기사 • Jul 14Takeuchi Mfg. Co., Ltd. Just Missed EPS By 7.1%: Here's What Analysts Think Will Happen NextThe first-quarter results for Takeuchi Mfg. Co., Ltd. ( TSE:6432 ) were released last week, making it a good time to...
Reported Earnings • Jul 12First quarter 2027 earnings: EPS and revenues miss analyst expectationsFirst quarter 2027 results: EPS: JP¥161 (up from JP¥161 in 1Q 2026). Revenue: JP¥56.8b (up 12% from 1Q 2026). Net income: JP¥7.43b (flat on 1Q 2026). Profit margin: 13% (down from 15% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 7.1%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jun 03Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥612 (up from JP¥552 in FY 2025). Revenue: JP¥225.3b (up 5.7% from FY 2025). Net income: JP¥28.3b (up 8.3% from FY 2025). Profit margin: 13% (in line with FY 2025). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 3.1%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Apr 16Now 20% undervaluedOver the last 90 days, the stock has risen 1.1% to JP¥6,680. The fair value is estimated to be JP¥8,361, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are forecast to decline by 1.2% per annum over the same time period.
Reported Earnings • Apr 11Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥612 (up from JP¥552 in FY 2025). Revenue: JP¥225.3b (up 5.7% from FY 2025). Net income: JP¥28.3b (up 8.3% from FY 2025). Profit margin: 13% (in line with FY 2025). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 3.1%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Apr 10Takeuchi Mfg. Co., Ltd., Annual General Meeting, May 28, 2026Takeuchi Mfg. Co., Ltd., Annual General Meeting, May 28, 2026.
공고 • Apr 03Takeuchi Mfg. Co., Ltd. to Report Fiscal Year 2026 Results on Apr 10, 2026Takeuchi Mfg. Co., Ltd. announced that they will report fiscal year 2026 results on Apr 10, 2026
New Risk • Mar 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% 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. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Feb 19Upcoming dividend of JP¥210 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).
분석 기사 • Jan 16Takeuchi Mfg (TSE:6432) Is Paying Out A Larger Dividend Than Last YearTakeuchi Mfg. Co., Ltd. ( TSE:6432 ) has announced that it will be increasing its dividend from last year's comparable...
분석 기사 • Jan 15Takeuchi Mfg. Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearA week ago, Takeuchi Mfg. Co., Ltd. ( TSE:6432 ) came out with a strong set of third-quarter numbers that could...
Reported Earnings • Jan 14Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥139. Revenue: JP¥58.7b (up 3.4% from 3Q 2025). Net income: JP¥6.42b (down 1.7% from 3Q 2025). Profit margin: 11% (in line with 3Q 2025). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Machinery industry in Japan.
Price Target Changed • Jan 14Price target increased by 11% to JP¥6,400Up from JP¥5,750, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥6,660. Stock is up 33% over the past year. The company is forecast to post earnings per share of JP¥591 for next year compared to JP¥552 last year.
분석 기사 • Jan 06Takeuchi Mfg. Co., Ltd. (TSE:6432) Shares Could Be 30% Below Their Intrinsic Value EstimateKey Insights Takeuchi Mfg's estimated fair value is JP¥10,129 based on 2 Stage Free Cash Flow to Equity Takeuchi Mfg is...
New Risk • Nov 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
분석 기사 • Nov 25Takeuchi Mfg (TSE:6432) Knows How To Allocate Capital EffectivelyTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
분석 기사 • Nov 04Takeuchi Mfg (TSE:6432) Is Paying Out A Larger Dividend Than Last YearTakeuchi Mfg. Co., Ltd. ( TSE:6432 ) has announced that it will be increasing its dividend from last year's comparable...
공고 • Nov 04Takeuchi Mfg. Co., Ltd. to Report Q3, 2026 Results on Jan 13, 2026Takeuchi Mfg. Co., Ltd. announced that they will report Q3, 2026 results on Jan 13, 2026
분석 기사 • Oct 18Takeuchi Mfg's (TSE:6432) Shareholders Will Receive A Bigger Dividend Than Last YearTakeuchi Mfg. Co., Ltd. ( TSE:6432 ) has announced that it will be increasing its dividend from last year's comparable...
New Risk • Oct 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Declared Dividend • Oct 12Dividend of JP¥210 announcedShareholders will receive a dividend of JP¥210. Ex-date: 26th February 2026 Payment date: 26th May 2026 Dividend yield will be 4.0%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by earnings (35% earnings payout ratio) but not covered by cash flows (187% cash payout ratio). The dividend has increased by an average of 39% 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 3.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Oct 11Price target increased by 10% to JP¥4,986Up from JP¥4,526, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥5,210. Stock is up 11% over the past year. The company is forecast to post earnings per share of JP¥564 for next year compared to JP¥552 last year.
Reported Earnings • Oct 11Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: JP¥209 (up from JP¥176 in 2Q 2025). Revenue: JP¥63.5b (up 17% from 2Q 2025). Net income: JP¥9.64b (up 15% from 2Q 2025). Profit margin: 15% (in line with 2Q 2025). Revenue exceeded analyst estimates by 8.0%. Earnings per share (EPS) also surpassed analyst estimates by 14%. 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 23% per year and the company’s share price has also increased by 23% per year.
분석 기사 • Oct 02The Market Doesn't Like What It Sees From Takeuchi Mfg. Co., Ltd.'s (TSE:6432) Earnings YetTakeuchi Mfg. Co., Ltd.'s ( TSE:6432 ) price-to-earnings (or "P/E") ratio of 9.3x might make it look like a buy right...
분석 기사 • Aug 20Investors Should Be Encouraged By Takeuchi Mfg's (TSE:6432) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
공고 • Jul 31Takeuchi Mfg. Co., Ltd. to Report Q2, 2026 Results on Oct 10, 2025Takeuchi Mfg. Co., Ltd. announced that they will report Q2, 2026 results on Oct 10, 2025
Reported Earnings • Jul 12First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: JP¥161 (down from JP¥178 in 1Q 2025). Revenue: JP¥50.6b (down 8.3% from 1Q 2025). Net income: JP¥7.42b (down 12% from 1Q 2025). Profit margin: 15% (in line with 1Q 2025). Revenue exceeded analyst estimates by 5.0%. Earnings per share (EPS) also surpassed analyst estimates by 22%. 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 27% per year whereas the company’s share price has increased by 26% per year.
Price Target Changed • Jul 10Price target decreased by 7.1% to JP¥4,188Down from JP¥4,508, the current price target is an average from 5 analysts. New target price is 9.9% below last closing price of JP¥4,650. Stock is down 20% over the past year. The company is forecast to post earnings per share of JP¥434 for next year compared to JP¥552 last year.
공고 • Jul 10+ 1 more updateTakeuchi Mfg. Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ended February 28, 2026Takeuchi Mfg. Co., Ltd. provided dividend guidance for the fiscal year ended February 28, 2026. For the period, the company expects dividend of JPY 200.00 per share as compared to JPY 200.00 per share in the previous year.
분석 기사 • Jun 26Takeuchi Mfg. Co., Ltd.'s (TSE:6432) Intrinsic Value Is Potentially 98% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, Takeuchi Mfg fair value estimate is JP¥9,025 Takeuchi Mfg is...
Price Target Changed • Jun 19Price target decreased by 9.9% to JP¥4,508Down from JP¥5,002, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥4,400. Stock is down 23% over the past year. The company is forecast to post earnings per share of JP¥450 for next year compared to JP¥552 last year.
New Risk • Jun 06New 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 Risks Dividend is not well covered by cash flows (187% cash payout ratio). Share price has been volatile over the past 3 months (7.2% average weekly change).
공고 • May 14Takeuchi Mfg. Co., Ltd. to Report Q1, 2026 Results on Jul 10, 2025Takeuchi Mfg. Co., Ltd. announced that they will report Q1, 2026 results on Jul 10, 2025
Major Estimate Revision • Apr 18Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from JP¥191.2b to JP¥195.6b. EPS estimate fell from JP¥522 to JP¥466 per share. Net income forecast to shrink 8.9% next year vs 7.4% growth forecast for Machinery industry in Japan . Consensus price target down from JP¥5,002 to JP¥4,692. Share price fell 3.1% to JP¥4,380 over the past week.
분석 기사 • Apr 14Earnings Miss: Takeuchi Mfg. Co., Ltd. Missed EPS By 16% And Analysts Are Revising Their ForecastsIt's shaping up to be a tough period for Takeuchi Mfg. Co., Ltd. ( TSE:6432 ), which a week ago released some...
Reported Earnings • Apr 12Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥552. Revenue: JP¥213.2b (flat on FY 2024). Net income: JP¥26.1b (flat on FY 2024). Profit margin: 12% (in line with FY 2024). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to stay flat during the next 3 years compared to a 4.7% growth forecast for the Machinery industry in Japan.
공고 • Apr 11+ 2 more updatesTakeuchi Mfg. Co., Ltd., Annual General Meeting, May 23, 2025Takeuchi Mfg. Co., Ltd., Annual General Meeting, May 23, 2025.
분석 기사 • Apr 07Takeuchi Mfg. Co., Ltd.'s (TSE:6432) 25% Dip In Price Shows Sentiment Is Matching EarningsTakeuchi Mfg. Co., Ltd. ( TSE:6432 ) shareholders won't be pleased to see that the share price has had a very rough...
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.8% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (354% cash payout ratio). Share price has been volatile over the past 3 months (5.8% average weekly change).
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¥4,455, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Machinery industry in Japan. Total returns to shareholders of 93% over the past three years.
분석 기사 • Mar 31Here's Why We Think Takeuchi Mfg (TSE:6432) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • Mar 10Why We Like The Returns At Takeuchi Mfg (TSE:6432)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Upcoming Dividend • Feb 20Upcoming dividend of JP¥200 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 24% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.3%).
분석 기사 • Feb 18Takeuchi Mfg. Co., Ltd.'s (TSE:6432) Low P/E No Reason For ExcitementWith a price-to-earnings (or "P/E") ratio of 8.5x Takeuchi Mfg. Co., Ltd. ( TSE:6432 ) may be sending bullish signals...
공고 • Feb 05Takeuchi Mfg. Co., Ltd. to Report Fiscal Year 2025 Results on Apr 11, 2025Takeuchi Mfg. Co., Ltd. announced that they will report fiscal year 2025 results on Apr 11, 2025
Reported Earnings • Jan 15Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: JP¥138 (up from JP¥132 in 3Q 2024). Revenue: JP¥56.8b (up 5.9% from 3Q 2024). Net income: JP¥6.53b (up 4.0% from 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) missed analyst estimates by 4.5%. Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Machinery industry in Japan are expected to grow by 4.6%. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
공고 • Oct 30Takeuchi Mfg. Co., Ltd. to Report Q3, 2025 Results on Jan 10, 2025Takeuchi Mfg. Co., Ltd. announced that they will report Q3, 2025 results on Jan 10, 2025
분석 기사 • Oct 17Takeuchi Mfg's (TSE:6432) Earnings Are Weaker Than They SeemUnsurprisingly, Takeuchi Mfg. Co., Ltd.'s ( TSE:6432 ) stock price was strong on the back of its healthy earnings...
공고 • Oct 10Takeuchi Mfg. Co., Ltd. (TSE:6432) announces an Equity Buyback for 2,000,000 shares, representing 4.19% for ¥7,000 million.Takeuchi Mfg. Co., Ltd. (TSE:6432) announces a share repurchase program. Under the plan, the company will repurchase up to 2,000,000 shares, representing 4.19% of its share capital, for ¥ 7,000 million. The purpose of the repurchase program is to return profits to shareholders. The program is valid till January 31, 2025. As of September 30, 2024, the company had 47,744,971 issued shares (excluding treasury stock) and 1,254,029 treasury shares.
분석 기사 • Sep 25Returns on Capital Paint A Bright Future For Takeuchi Mfg (TSE:6432)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
New Risk • Aug 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.4% 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. This is currently the only risk that has been identified for the company.
분석 기사 • Aug 20Here's Why We Think Takeuchi Mfg (TSE:6432) Is Well Worth WatchingThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥3,595, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Machinery industry in Japan. Total returns to shareholders of 45% over the past three years.
분석 기사 • Aug 03Lacklustre Performance Is Driving Takeuchi Mfg. Co., Ltd.'s (TSE:6432) 27% Price DropThe Takeuchi Mfg. Co., Ltd. ( TSE:6432 ) share price has fared very poorly over the last month, falling by a...
공고 • Jul 30Takeuchi Mfg. Co., Ltd. to Report Q2, 2025 Results on Oct 10, 2024Takeuchi Mfg. Co., Ltd. announced that they will report Q2, 2025 results on Oct 10, 2024
Price Target Changed • Jul 20Price target decreased by 11% to JP¥5,580Down from JP¥6,260, the current price target is an average from 5 analysts. New target price is 6.3% above last closing price of JP¥5,250. Stock is up 19% over the past year. The company is forecast to post earnings per share of JP¥596 for next year compared to JP¥549 last year.
Reported Earnings • Jul 16First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: JP¥178 (up from JP¥128 in 1Q 2024). Revenue: JP¥55.2b (up 4.0% from 1Q 2024). Net income: JP¥8.46b (up 39% from 1Q 2024). Profit margin: 15% (up from 12% in 1Q 2024). Revenue missed analyst estimates by 6.5%. Earnings per share (EPS) exceeded analyst estimates by 9.2%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 28% per year.
분석 기사 • Jun 17Are Investors Undervaluing Takeuchi Mfg. Co., Ltd. (TSE:6432) By 35%?Key Insights The projected fair value for Takeuchi Mfg is JP¥8,592 based on 2 Stage Free Cash Flow to Equity Takeuchi...
Reported Earnings • Jun 01Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥549 (up from JP¥335 in FY 2023). Revenue: JP¥212.6b (up 19% from FY 2023). Net income: JP¥26.1b (up 64% from FY 2023). Profit margin: 12% (up from 8.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 6.9%. Revenue is forecast to grow 6.2% 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 30% per year whereas the company’s share price has increased by 27% per year.
공고 • May 10Takeuchi Mfg. Co., Ltd. to Report Q1, 2025 Results on Jul 12, 2024Takeuchi Mfg. Co., Ltd. announced that they will report Q1, 2025 results on Jul 12, 2024
분석 기사 • May 01Here's Why We Think Takeuchi Mfg (TSE:6432) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Price Target Changed • Apr 28Price target increased by 13% to JP¥6,000Up from JP¥5,320, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥5,880. Stock is up 58% over the past year. The company is forecast to post earnings per share of JP¥537 for next year compared to JP¥549 last year.
분석 기사 • Apr 17Earnings Beat: Takeuchi Mfg. Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsTakeuchi Mfg. Co., Ltd. ( TSE:6432 ) just released its latest annual results and things are looking bullish. The...
Reported Earnings • Apr 14Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥549 (up from JP¥335 in FY 2023). Revenue: JP¥212.6b (up 19% from FY 2023). Net income: JP¥26.1b (up 64% from FY 2023). Profit margin: 12% (up from 8.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 6.9%. Revenue is forecast to grow 6.6% 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 30% per year whereas the company’s share price has increased by 27% per year.
공고 • Apr 14Takeuchi Mfg. Co., Ltd., Annual General Meeting, May 29, 2024Takeuchi Mfg. Co., Ltd., Annual General Meeting, May 29, 2024.
분석 기사 • Mar 26Why You Should Care About Takeuchi Mfg's (TSE:6432) Strong Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 • Mar 12Takeuchi Mfg. Co., Ltd.'s (TSE:6432) Intrinsic Value Is Potentially 77% Above Its Share PriceKey Insights Takeuchi Mfg's estimated fair value is JP¥9,594 based on 2 Stage Free Cash Flow to Equity Takeuchi Mfg's...
Upcoming Dividend • Feb 21Upcoming dividend of JP¥158 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (2.0%).
공고 • Feb 01Takeuchi Mfg. Co., Ltd. to Report Fiscal Year 2024 Results on Apr 12, 2024Takeuchi Mfg. Co., Ltd. announced that they will report fiscal year 2024 results on Apr 12, 2024
Reported Earnings • Jan 14Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: JP¥132 (up from JP¥68.56 in 3Q 2023). Revenue: JP¥53.7b (up 14% from 3Q 2023). Net income: JP¥6.28b (up 92% from 3Q 2023). Profit margin: 12% (up from 7.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) missed analyst estimates by 1.6%. Revenue is forecast to grow 8.3% 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 28% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Dec 16Price target decreased by 11% to JP¥4,800Down from JP¥5,400, the current price target is an average from 4 analysts. New target price is 17% above last closing price of JP¥4,095. Stock is up 37% over the past year. The company is forecast to post earnings per share of JP¥484 for next year compared to JP¥335 last year.
공고 • Nov 02Takeuchi Mfg. Co., Ltd. to Report Q3, 2024 Results on Jan 12, 2024Takeuchi Mfg. Co., Ltd. announced that they will report Q3, 2024 results on Jan 12, 2024
Reported Earnings • Oct 13Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: JP¥138 (up from JP¥71.94 in 2Q 2023). Revenue: JP¥52.1b (up 20% from 2Q 2023). Net income: JP¥6.57b (up 92% from 2Q 2023). Profit margin: 13% (up from 7.9% in 2Q 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 16%. Revenue is forecast to grow 11% 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 26% per year whereas the company’s share price has increased by 29% per year.
Major Estimate Revision • Oct 13Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥202.0b to JP¥204.4b. EPS estimate increased from JP¥402 to JP¥451 per share. Net income forecast to grow 22% next year vs 5.1% growth forecast for Machinery industry in Japan. Consensus price target up from JP¥5,100 to JP¥5,280. Share price rose 13% to JP¥5,110 over the past week.
Price Target Changed • Sep 06Price target increased by 10% to JP¥5,040Up from JP¥4,580, the current price target is an average from 5 analysts. New target price is 7.3% above last closing price of JP¥4,695. Stock is up 78% over the past year. The company is forecast to post earnings per share of JP¥417 for next year compared to JP¥335 last year.
공고 • Aug 03Takeuchi Mfg. Co., Ltd. to Report Q2, 2024 Results on Oct 12, 2023Takeuchi Mfg. Co., Ltd. announced that they will report Q2, 2024 results on Oct 12, 2023
Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥128 (vs JP¥88.77 in 1Q 2023)First quarter 2024 results: EPS: JP¥128 (up from JP¥88.77 in 1Q 2023). Revenue: JP¥53.0b (up 25% from 1Q 2023). Net income: JP¥6.10b (up 44% from 1Q 2023). Profit margin: 12% (up from 10.0% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Jul 14Price target increased by 11% to JP¥4,580Up from JP¥4,140, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥4,420. Stock is up 84% over the past year. The company is forecast to post earnings per share of JP¥390 for next year compared to JP¥335 last year.
Reported Earnings • May 30Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥335 (up from JP¥280 in FY 2022). Revenue: JP¥179.0b (up 27% from FY 2022). Net income: JP¥16.0b (up 20% from FY 2022). Profit margin: 8.9% (in line with FY 2022). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 6.4%. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • May 18Price target increased by 12% to JP¥4,040Up from JP¥3,620, the current price target is an average from 5 analysts. New target price is 8.2% above last closing price of JP¥3,735. Stock is up 59% over the past year. The company is forecast to post earnings per share of JP¥359 for next year compared to JP¥335 last year.
공고 • May 13Takeuchi Mfg. Co., Ltd. to Report Q1, 2024 Results on Jul 13, 2023Takeuchi Mfg. Co., Ltd. announced that they will report Q1, 2024 results on Jul 13, 2023
Reported Earnings • Apr 13Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥335 (up from JP¥280 in FY 2022). Revenue: JP¥179.0b (up 27% from FY 2022). Net income: JP¥16.0b (up 20% from FY 2022). Profit margin: 8.9% (in line with FY 2022). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 6.4%. Revenue is forecast to grow 7.6% 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 increased by 21% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥3,335, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Machinery industry in Japan. Total returns to shareholders of 163% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,856 per share.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥98.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.4%).
공고 • Feb 01Takeuchi Mfg. Co., Ltd. to Report Fiscal Year 2023 Results on Apr 11, 2023Takeuchi Mfg. Co., Ltd. announced that they will report fiscal year 2023 results on Apr 11, 2023
Reported Earnings • Jan 14Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: EPS: JP¥68.56 (up from JP¥65.79 in 3Q 2022). Revenue: JP¥46.9b (up 44% from 3Q 2022). Net income: JP¥3.27b (up 4.2% from 3Q 2022). Profit margin: 7.0% (down from 9.6% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 10% 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, earnings per share has increased by 19% per year whereas the company’s share price has increased by 16% per year.
Price Target Changed • Nov 24Price target increased to JP¥3,780Up from JP¥3,460, the current price target is an average from 5 analysts. New target price is 22% above last closing price of JP¥3,105. Stock is up 11% over the past year. The company is forecast to post earnings per share of JP¥328 for next year compared to JP¥280 last year.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Outside Director Michio Iwabuchi was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공고 • Nov 04Takeuchi Mfg. Co., Ltd. to Report Q3, 2023 Results on Jan 13, 2023Takeuchi Mfg. Co., Ltd. announced that they will report Q3, 2023 results on Jan 13, 2023
Price Target Changed • Oct 22Price target increased to JP¥3,600Up from JP¥3,360, the current price target is an average from 5 analysts. New target price is 26% above last closing price of JP¥2,847. Stock is down 1.8% over the past year. The company is forecast to post earnings per share of JP¥304 for next year compared to JP¥280 last year.
Reported Earnings • Oct 15Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: JP¥71.94 (down from JP¥90.72 in 2Q 2022). Revenue: JP¥43.6b (up 6.7% from 2Q 2022). Net income: JP¥3.43b (down 21% from 2Q 2022). Profit margin: 7.9% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 11% 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 17% per year and the company’s share price has also increased by 17% per year.
공고 • Aug 05Takeuchi Mfg. Co., Ltd. to Report Q2, 2023 Results on Oct 13, 2022Takeuchi Mfg. Co., Ltd. announced that they will report Q2, 2023 results on Oct 13, 2022
Reported Earnings • Jul 13First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: JP¥88.77 (up from JP¥66.16 in 1Q 2022). Revenue: JP¥42.4b (up 27% from 1Q 2022). Net income: JP¥4.23b (up 34% from 1Q 2022). Profit margin: 10.0% (in line with 1Q 2022). Revenue exceeded analyst estimates by 16%. Earnings per share (EPS) also surpassed analyst estimates by 46%. Over the next year, revenue is forecast to grow 13%, compared to a 9.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 13% per year.
Reported Earnings • May 29Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥280 (up from JP¥205 in FY 2021). Revenue: JP¥140.9b (up 26% from FY 2021). Net income: JP¥13.3b (up 37% from FY 2021). Profit margin: 9.5% (in line with FY 2021). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) exceeded analyst estimates by 2.1%. Over the next year, revenue is forecast to grow 12%, compared to a 8.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year and the company’s share price has also increased by 8% per year.
공고 • May 02Takeuchi Mfg. Co., Ltd. to Report Q1, 2023 Results on Jul 12, 2022Takeuchi Mfg. Co., Ltd. announced that they will report Q1, 2023 results on Jul 12, 2022
Price Target Changed • Apr 27Price target decreased to JP¥3,550Down from JP¥3,925, the current price target is an average from 5 analysts. New target price is 53% above last closing price of JP¥2,324. Stock is down 23% over the past year. The company is forecast to post earnings per share of JP¥262 for next year compared to JP¥280 last year.