JFE Holdings 향후 성장

Future 기준 점검 2/6

JFE Holdings (는) 각각 연간 18.7% 및 0.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 18.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.9% 로 예상됩니다.

핵심 정보

18.7%

이익 성장률

18.69%

EPS 성장률

Metals and Mining 이익 성장	19.6%
매출 성장률	0.4%
향후 자기자본이익률	5.93%
애널리스트 커버리지	Good
마지막 업데이트	06 Oct 2025

최근 향후 성장 업데이트

JFE Holdings, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Aug 08

JFE Holdings, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

May 11

JFE Holdings, Inc. Just Beat EPS By 27%: Here's What Analysts Think Will Happen Next

Feb 09

Recent updates

JFE Holdings (TSE:5411) Will Pay A Smaller Dividend Than Last Year

Sep 23

Why We're Not Concerned About JFE Holdings, Inc.'s (TSE:5411) Share Price

Sep 01

JFE Holdings, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Aug 08

JFE Holdings (TSE:5411) Is Reducing Its Dividend To ¥40.00

Aug 06

JFE Holdings' (TSE:5411) Dividend Will Be Reduced To ¥40.00

Jul 21

Weak Statutory Earnings May Not Tell The Whole Story For JFE Holdings (TSE:5411)

May 21

JFE Holdings, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

May 11

JFE Holdings, Inc. (TSE:5411) Might Not Be As Mispriced As It Looks

Apr 10

JFE Holdings (TSE:5411) Seems To Be Using A Lot Of Debt

Feb 27

JFE Holdings, Inc. Just Beat EPS By 27%: Here's What Analysts Think Will Happen Next

Feb 09

JFE Holdings (TSE:5411) Is Doing The Right Things To Multiply Its Share Price

Jan 11

Some May Be Optimistic About JFE Holdings' (TSE:5411) Earnings

Nov 19

JFE Holdings, Inc. Just Missed EPS By 53%: Here's What Analysts Think Will Happen Next

Nov 08

It's A Story Of Risk Vs Reward With JFE Holdings, Inc. (TSE:5411)

Oct 29

JFE Holdings (TSE:5411) Has Some Way To Go To Become A Multi-Bagger

Oct 10

이익 및 매출 성장 예측

TSE:5411 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
3/31/2028	4,785,027	161,538	-1,933	N/A	8
3/31/2027	4,774,712	137,613	-26,233	N/A	10
3/31/2026	4,661,575	78,845	-26,733	N/A	9
6/30/2025	4,763,819	71,479	N/A	N/A	N/A
3/31/2025	4,859,647	91,867	99,551	378,968	N/A
12/31/2024	4,984,355	134,600	N/A	N/A	N/A
9/30/2024	5,048,825	129,815	55,612	380,818	N/A
6/30/2024	5,123,687	165,335	N/A	N/A	N/A
3/31/2024	5,174,632	197,421	149,137	478,967	N/A
12/31/2023	5,225,953	181,603	264,847	593,631	N/A
9/30/2023	5,281,047	149,456	291,750	600,211	N/A
6/30/2023	5,277,280	138,379	153,102	455,827	N/A
3/31/2023	5,268,794	162,621	106,600	395,797	N/A
12/31/2022	5,176,339	208,951	-55,657	219,175	N/A
9/30/2022	4,986,503	270,559	-129,938	154,683	N/A
6/30/2022	4,729,805	309,924	-211,828	78,884	N/A
3/31/2022	4,365,145	288,058	-14,590	298,738	N/A
12/31/2021	4,006,212	270,856	-128,050	178,898	N/A
9/30/2021	3,677,968	224,599	7,459	306,077	N/A
6/30/2021	3,372,325	79,307	-24,172	275,027	N/A
3/31/2021	3,227,285	-21,868	-60,849	247,274	N/A
12/31/2020	3,256,660	-294,343	-72,094	268,070	N/A
9/30/2020	3,350,719	-335,390	-110,665	247,020	N/A
6/30/2020	3,546,208	-256,681	-124,301	239,129	N/A
3/31/2020	3,729,717	-197,744	-91,772	261,070	N/A
12/31/2019	3,726,004	39,371	N/A	N/A	N/A
9/30/2019	3,837,693	84,958	-126,218	222,821	N/A
6/30/2019	3,864,735	121,819	N/A	N/A	N/A
3/31/2019	3,873,662	163,509	N/A	268,251	N/A
12/31/2018	3,946,974	157,078	N/A	N/A	N/A
9/30/2018	3,860,568	168,085	N/A	342,715	N/A
6/30/2018	3,768,060	148,950	N/A	N/A	N/A
3/31/2018	3,678,612	144,638	N/A	298,811	N/A
12/31/2017	3,668,072	173,261	N/A	N/A	N/A
9/30/2017	3,534,709	163,394	N/A	168,742	N/A
6/30/2017	3,415,215	136,779	N/A	N/A	N/A
3/31/2017	3,308,992	67,939	N/A	185,481	N/A
12/31/2016	3,195,400	29,623	N/A	N/A	N/A
9/30/2016	3,218,104	-4,688	N/A	217,320	N/A
6/30/2016	3,315,303	4,586	N/A	N/A	N/A
3/31/2016	3,431,740	33,657	N/A	267,102	N/A
12/31/2015	3,579,109	70,291	N/A	N/A	N/A
9/30/2015	3,715,522	116,933	N/A	396,858	N/A
6/30/2015	3,779,817	141,196	N/A	N/A	N/A
3/31/2015	3,850,355	139,357	N/A	297,380	N/A
12/31/2014	3,843,115	132,691	N/A	N/A	N/A

애널리스트 향후 성장 전망

수입 대 저축률: 5411 의 연간 예상 수익 증가율(18.7%)이 saving rate(0.5%)보다 높습니다.

수익 vs 시장: 5411 의 연간 수익(18.7%)이 JP 시장(8.2%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: 5411 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: 5411 의 수익(연간 0.4%)이 JP 시장(연간 4.4%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: 5411 의 수익(연간 0.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: 5411의 자본 수익률은 3년 후 5.9%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2025/10/09 19:36
종가	2025/10/09 00:00
수익	2025/06/30
연간 수익	2025/03/31

데이터 소스

당사의 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.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 Github 페이지에서 확인할 수 있으며, 보고서 활용 방법에 대한 가이드와 Youtube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

JFE Holdings, Inc.는 28명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Toshiyuki Johno	BNP Paribas Securities (Asia)
Takashi Enomoto	BofA Global Research
Minami Munakata	Citigroup Inc

JFE Holdings 향후 성장

Future 기준 점검 2/6

핵심 정보

최근 향후 성장 업데이트

JFE Holdings, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

JFE Holdings, Inc. Provides Consolidated Earnings Guidance for the First Half Ending September 30, 2025

Consensus EPS estimates fall by 11%

JFE Holdings, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

JFE Holdings, Inc. Just Beat EPS By 27%: Here's What Analysts Think Will Happen Next

Price target decreased by 7.5% to JP¥1,978

Recent updates

JFE Holdings (TSE:5411) Will Pay A Smaller Dividend Than Last Year

JFE Holdings, Inc. to Report Q2, 2026 Results on Nov 06, 2025

Upcoming dividend of JP¥40.00 per share

Why We're Not Concerned About JFE Holdings, Inc.'s (TSE:5411) Share Price

JFE Holdings, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

JFE Holdings (TSE:5411) Is Reducing Its Dividend To ¥40.00

JFE Holdings, Inc. Provides Consolidated Earnings Guidance for the First Half Ending September 30, 2025

First quarter 2026 earnings: EPS and revenues miss analyst expectations

JFE Holdings' (TSE:5411) Dividend Will Be Reduced To ¥40.00

Final dividend of JP¥40.00 announced

Full year 2025 earnings: EPS and revenues miss analyst expectations

Imabari Shipbuilding Co., Ltd. agreed to acquire an additional 30% stake in Japan Marine United Corporation from JFE Holdings, Inc. (TSE:5411) and IHI Corporation (TSE:7013).

JFE Holdings, Inc. to Report Q1, 2026 Results on Aug 05, 2025

Consensus EPS estimates fall by 11%

Weak Statutory Earnings May Not Tell The Whole Story For JFE Holdings (TSE:5411)

JFE Holdings, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

New minor risk - Profit margin trend

Full year 2025 earnings: EPS and revenues miss analyst expectations

JFE Holdings, Inc., Annual General Meeting, Jun 25, 2025

JFE Holdings, Inc. (TSE:5411) Might Not Be As Mispriced As It Looks

JFE Holdings, Inc. to Report Fiscal Year 2025 Results on May 08, 2025

Upcoming dividend of JP¥50.00 per share

Now 20% overvalued after recent price rise

JFE Holdings (TSE:5411) Seems To Be Using A Lot Of Debt

JFE Holdings, Inc. Just Beat EPS By 27%: Here's What Analysts Think Will Happen Next

Third quarter 2025 earnings: EPS exceeds analyst expectations

Price target decreased by 7.5% to JP¥1,978

JFE Holdings (TSE:5411) Is Doing The Right Things To Multiply Its Share Price

JFE Holdings, Inc. to Report Q3, 2025 Results on Feb 06, 2025

Consensus EPS estimates fall by 12%

First half dividend of JP¥50.00 announced

Consensus EPS estimates fall by 14%

Now 21% undervalued after recent price drop

Some May Be Optimistic About JFE Holdings' (TSE:5411) Earnings

Consensus EPS estimates fall by 10%

JFE Holdings, Inc. Just Missed EPS By 53%: Here's What Analysts Think Will Happen Next

Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

It's A Story Of Risk Vs Reward With JFE Holdings, Inc. (TSE:5411)

JFE Holdings (TSE:5411) Has Some Way To Go To Become A Multi-Bagger

JFE Holdings, Inc. to Report Q2, 2025 Results on Nov 06, 2024

Upcoming dividend of JP¥50.00 per share

First quarter 2025 earnings: EPS and revenues miss analyst expectations

Investor sentiment deteriorates as stock falls 17%

Final dividend of JP¥50.00 announced

JFE Holdings, Inc. to Report Q1, 2025 Results on Aug 05, 2024

Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behind

JFE Holdings, Inc., Annual General Meeting, Jun 25, 2024

Price target increased by 8.4% to JP¥2,711

Upcoming dividend of JP¥50.00 per share

JFE Holdings, Inc. to Report Fiscal Year 2024 Results on May 07, 2024

Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind

JFE Holdings, Inc. Announces Executive Changes

JFE Holdings, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024

JFE Holdings, Inc. to Report Q3, 2024 Results on Feb 06, 2024

Second quarter 2024 earnings: EPS and revenues exceed analyst expectations

Now 21% undervalued after recent price drop

JFE Holdings, Inc. to Report Q2, 2024 Results on Nov 06, 2023

New minor risk - Shareholder dilution

Upcoming dividend of JP¥50.00 per share at 4.4% yield

First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind

JFE Holdings, Inc. to Report Q1, 2024 Results on Aug 03, 2023

Full year 2023 earnings: EPS and revenues exceed analyst expectations

JFE Holdings, Inc. Announces Year End Dividend for the Fiscal 2022, Payable on June 28, 2023

Consensus EPS estimates increase by 11%

JFE Holdings, Inc., Annual General Meeting, Jun 27, 2023

Upcoming dividend of JP¥30.00 per share at 5.0% yield

Price target increased by 7.1% to JP¥1,769

Consensus EPS estimates fall by 10%, revenue upgraded

Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind