View Financial HealthYellow Hat 배당 및 자사주 매입배당 기준 점검 4/6Yellow Hat 수익으로 충분히 충당되는 현재 수익률 3.56% 보유한 배당금 지급 회사입니다. 다음 지급일은 8th June, 2026 이며 배당락일은 다음과 같습니다. 30th March, 2026.핵심 정보3.6%배당 수익률3.6%자사주 매입 수익률총 주주 수익률7.2%미래 배당 수익률n/a배당 성장률13.7%다음 배당 지급일08 Jun 26배당락일30 Mar 26주당 배당금n/a배당 성향45%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).Declared Dividend • Dec 06First half dividend of JP¥29.00 announcedShareholders will receive a dividend of JP¥29.00. Ex-date: 30th March 2026 Payment date: 1st June 2026 Dividend yield will be 3.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (47% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% 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. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Sep 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Declared Dividend • Jul 09Final dividend of JP¥29.00 announcedShareholders will receive a dividend of JP¥29.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 6.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but not covered by cash flows (128% cash payout ratio). The dividend has increased by an average of 17% 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. Earnings per share has grown by 9.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).모든 업데이트 보기Recent updatesReported Earnings • May 09Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥138 (up from JP¥124 in FY 2025). Revenue: JP¥171.3b (up 11% from FY 2025). Net income: JP¥12.0b (up 6.3% from FY 2025). Profit margin: 7.0% (down from 7.3% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.4%. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 09Yellow Hat Ltd. to Report Fiscal Year 2026 Results on May 08, 2026Yellow Hat Ltd. announced that they will report fiscal year 2026 results on May 08, 2026공시 • May 08+ 1 more updateYellow Hat Ltd., Annual General Meeting, Jun 24, 2026Yellow Hat Ltd., Annual General Meeting, Jun 24, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥71.31 (vs JP¥63.42 in 3Q 2025)Third quarter 2026 results: EPS: JP¥71.31 (up from JP¥63.42 in 3Q 2025). Revenue: JP¥53.0b (up 6.4% from 3Q 2025). Net income: JP¥6.15b (up 6.8% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.공시 • Dec 27Yellow Hat Ltd. to Report Q3, 2026 Results on Jan 30, 2026Yellow Hat Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026Declared Dividend • Dec 06First half dividend of JP¥29.00 announcedShareholders will receive a dividend of JP¥29.00. Ex-date: 30th March 2026 Payment date: 1st June 2026 Dividend yield will be 3.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (47% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% 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. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥18.84 (vs JP¥18.52 in 2Q 2025)Second quarter 2026 results: EPS: JP¥18.84. Revenue: JP¥39.0b (up 13% from 2Q 2025). Net income: JP¥1.64b (down 4.1% from 2Q 2025). Profit margin: 4.2% (down from 4.9% in 2Q 2025). The decrease in margin was driven by higher expenses.분석 기사 • Oct 30Yellow Hat Ltd.'s (TSE:9882) Earnings Are Not Doing Enough For Some InvestorsYellow Hat Ltd.'s ( TSE:9882 ) price-to-earnings (or "P/E") ratio of 11.8x might make it look like a buy right now...공시 • Sep 30Yellow Hat Ltd. to Report Q2, 2026 Results on Oct 31, 2025Yellow Hat Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥30.33 (vs JP¥24.40 in 1Q 2025)First quarter 2026 results: EPS: JP¥30.33 (up from JP¥24.40 in 1Q 2025). Revenue: JP¥40.3b (up 16% from 1Q 2025). Net income: JP¥2.68b (up 19% from 1Q 2025). Profit margin: 6.6% (up from 6.5% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jul 09Final dividend of JP¥29.00 announcedShareholders will receive a dividend of JP¥29.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 6.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but not covered by cash flows (128% cash payout ratio). The dividend has increased by an average of 17% 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. Earnings per share has grown by 9.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Jul 02Yellow Hat Ltd. to Report Q1, 2026 Results on Jul 31, 2025Yellow Hat Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025Reported Earnings • Jun 25Full year 2025 earnings released: EPS: JP¥247 (vs JP¥111 in FY 2024)Full year 2025 results: EPS: JP¥247 (up from JP¥111 in FY 2024). Revenue: JP¥154.1b (up 5.1% from FY 2024). Net income: JP¥11.3b (up 9.8% from FY 2024). Profit margin: 7.3% (up from 7.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.New Risk • May 24New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 129% Dividend yield: 3.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • May 10Full year 2025 earnings released: EPS: JP¥247 (vs JP¥111 in FY 2024)Full year 2025 results: EPS: JP¥247 (up from JP¥111 in FY 2024). Revenue: JP¥154.1b (up 5.1% from FY 2024). Net income: JP¥11.3b (up 9.8% from FY 2024). Profit margin: 7.3% (up from 7.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 19% per year.공시 • May 09Yellow Hat Ltd., Annual General Meeting, Jun 20, 2025Yellow Hat Ltd., Annual General Meeting, Jun 20, 2025.분석 기사 • Apr 15Slowing Rates Of Return At Yellow Hat (TSE:9882) Leave Little Room For ExcitementIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...공시 • Mar 27Yellow Hat Ltd. to Report Fiscal Year 2025 Results on May 09, 2025Yellow Hat Ltd. announced that they will report fiscal year 2025 results on May 09, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥127 (vs JP¥106 in 3Q 2024)Third quarter 2025 results: EPS: JP¥127 (up from JP¥106 in 3Q 2024). Revenue: JP¥49.9b (up 7.0% from 3Q 2024). Net income: JP¥5.76b (up 17% from 3Q 2024). Profit margin: 12% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jan 03Yellow Hat Ltd. to Report Q3, 2025 Results on Jan 31, 2025Yellow Hat Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥37.04 (vs JP¥35.80 in 2Q 2024)Second quarter 2025 results: EPS: JP¥37.04 (up from JP¥35.80 in 2Q 2024). Revenue: JP¥34.6b (up 6.0% from 2Q 2024). Net income: JP¥1.71b (up 3.6% from 2Q 2024). Profit margin: 4.9% (down from 5.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Sep 29Investors Met With Slowing Returns on Capital At Yellow Hat (TSE:9882)There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...공시 • Sep 20Yellow Hat Ltd. to Report Q2, 2025 Results on Oct 31, 2024Yellow Hat Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥48.80 (vs JP¥52.24 in 1Q 2024)First quarter 2025 results: EPS: JP¥48.80 (down from JP¥52.24 in 1Q 2024). Revenue: JP¥34.7b (up 1.1% from 1Q 2024). Net income: JP¥2.26b (down 6.5% from 1Q 2024). Profit margin: 6.5% (down from 7.0% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 9% per year.분석 기사 • Jul 30Investors Don't See Light At End Of Yellow Hat Ltd.'s (TSE:9882) TunnelWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider Yellow...Reported Earnings • Jun 25Full year 2024 earnings released: EPS: JP¥222 (vs JP¥231 in FY 2023)Full year 2024 results: EPS: JP¥222 (down from JP¥231 in FY 2023). Revenue: JP¥146.6b (flat on FY 2023). Net income: JP¥10.3b (down 3.8% from FY 2023). Profit margin: 7.0% (down from 7.2% in FY 2023). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year.공시 • Jun 22Yellow Hat Ltd. to Report Q1, 2025 Results on Jul 31, 2024Yellow Hat Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024Reported Earnings • May 12Full year 2024 earnings released: EPS: JP¥222 (vs JP¥231 in FY 2023)Full year 2024 results: EPS: JP¥222 (down from JP¥231 in FY 2023). Revenue: JP¥146.6b (flat on FY 2023). Net income: JP¥10.3b (down 3.8% from FY 2023). Profit margin: 7.0% (down from 7.2% in FY 2023). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.공시 • May 12Yellow Hat Ltd., Annual General Meeting, Jun 20, 2024Yellow Hat Ltd., Annual General Meeting, Jun 20, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 31 May 2024. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).공시 • Mar 17Yellow Hat Ltd., Annual General Meeting, May 10, 2024Yellow Hat Ltd., Annual General Meeting, May 10, 2024.Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥106 (vs JP¥110 in 3Q 2023)Third quarter 2024 results: EPS: JP¥106 (down from JP¥110 in 3Q 2023). Revenue: JP¥46.6b (flat on 3Q 2023). Net income: JP¥4.91b (down 3.7% from 3Q 2023). Profit margin: 11% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • Dec 09Yellow Hat Ltd. to Report Q3, 2024 Results on Jan 31, 2024Yellow Hat Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥35.80 (vs JP¥35.50 in 2Q 2023)Second quarter 2024 results: EPS: JP¥35.80 (up from JP¥35.50 in 2Q 2023). Revenue: JP¥32.7b (down 1.2% from 2Q 2023). Net income: JP¥1.65b (flat on 2Q 2023). Profit margin: 5.1% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥33.00 per share at 3.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).공시 • Sep 09Yellow Hat Ltd. to Report Q2, 2024 Results on Oct 31, 2023Yellow Hat Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥52.24 (vs JP¥55.83 in 1Q 2023)First quarter 2024 results: EPS: JP¥52.24 (down from JP¥55.83 in 1Q 2023). Revenue: JP¥34.3b (up 3.0% from 1Q 2023). Net income: JP¥2.41b (down 6.4% from 1Q 2023). Profit margin: 7.0% (down from 7.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 24Full year 2023 earnings released: EPS: JP¥231 (vs JP¥209 in FY 2022)Full year 2023 results: EPS: JP¥231 (up from JP¥209 in FY 2022). Revenue: JP¥147.2b (flat on FY 2022). Net income: JP¥10.7b (up 10% from FY 2022). Profit margin: 7.2% (up from 6.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공시 • Jun 22Yellow Hat Ltd. to Report Q1, 2024 Results on Jul 31, 2023Yellow Hat Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023Reported Earnings • May 10Full year 2023 earnings released: EPS: JP¥231 (vs JP¥209 in FY 2022)Full year 2023 results: EPS: JP¥231 (up from JP¥209 in FY 2022). Revenue: JP¥147.2b (flat on FY 2022). Net income: JP¥10.7b (up 10% from FY 2022). Profit margin: 7.2% (up from 6.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥31.00 per share at 3.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 01 June 2023. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥110 (vs JP¥105 in 3Q 2022)Third quarter 2023 results: EPS: JP¥110 (up from JP¥105 in 3Q 2022). Revenue: JP¥46.4b (down 1.1% from 3Q 2022). Net income: JP¥5.10b (up 4.9% from 3Q 2022). Profit margin: 11% (in line with 3Q 2022). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공시 • Dec 18Yellow Hat Ltd. to Report Q3, 2023 Results on Jan 31, 2023Yellow Hat Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023Board 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 an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 7 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Taeko Kubo was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥35.50 (vs JP¥29.00 in 2Q 2022)Second quarter 2023 results: EPS: JP¥35.50 (up from JP¥29.00 in 2Q 2022). Revenue: JP¥33.1b (flat on 2Q 2022). Net income: JP¥1.64b (up 23% from 2Q 2022). Profit margin: 5.0% (up from 4.1% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 26% but the company is paying out more than the cash it is generating. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).공시 • Sep 18Yellow Hat Ltd. to Report Q2, 2023 Results on Oct 31, 2022Yellow Hat Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥55.83 (vs JP¥40.14 in 1Q 2022)First quarter 2023 results: EPS: JP¥55.83 (up from JP¥40.14 in 1Q 2022). Revenue: JP¥33.3b (flat on 1Q 2022). Net income: JP¥2.58b (up 39% from 1Q 2022). Profit margin: 7.7% (up from 5.5% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 6% per year.Reported Earnings • Jun 26Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥148.0b (flat on FY 2021). Net income: JP¥9.66b (up 13% from FY 2021). Profit margin: 6.5% (up from 5.8% in FY 2021).공시 • Jun 24Yellow Hat Ltd. to Report Q1, 2023 Results on Jul 29, 2022Yellow Hat Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022공시 • May 12Yellow Hat Ltd., Annual General Meeting, Jun 22, 2022Yellow Hat Ltd., Annual General Meeting, Jun 22, 2022.Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥209 (vs JP¥185 in FY 2021)Full year 2022 results: EPS: JP¥209 (up from JP¥185 in FY 2021). Revenue: JP¥148.0b (flat on FY 2021). Net income: JP¥9.66b (up 13% from FY 2021). Profit margin: 6.5% (up from 5.8% in FY 2021). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 5% per year.Board Change • Apr 27Less 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 an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Taeko Kubo was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Apr 08Yellow Hat Ltd. to Report Fiscal Year 2022 Results on May 10, 2022Yellow Hat Ltd. announced that they will report fiscal year 2022 results on May 10, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 01 June 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥105 (up from JP¥103 in 3Q 2021). Revenue: JP¥47.0b (down 1.3% from 3Q 2021). Net income: JP¥4.86b (up 2.0% from 3Q 2021). Profit margin: 10% (in line with 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥40.14 (vs JP¥29.69 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥33.4b (up 7.2% from 1Q 2021). Net income: JP¥1.85b (up 35% from 1Q 2021). Profit margin: 5.5% (up from 4.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 9% per year.Reported Earnings • Jun 26Full year 2021 earnings released: EPS JP¥185 (vs JP¥159 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥147.0b (up 4.2% from FY 2020). Net income: JP¥8.55b (up 17% from FY 2020). Profit margin: 5.8% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥185 (vs JP¥159 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥147.0b (up 4.2% from FY 2020). Net income: JP¥8.55b (up 17% from FY 2020). Profit margin: 5.8% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 5% per year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 01 June 2021. Trailing yield: 2.8%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).Is New 90 Day High Low • Mar 05New 90-day high: JP¥1,797The company is up 11% from its price of JP¥1,614 on 04 December 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 6.0% over the same period.Is New 90 Day High Low • Feb 05New 90-day high: JP¥1,774The company is up 4.0% from its price of JP¥1,708 on 06 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 7.0% over the same period.Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥103 (vs JP¥62.76 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥47.6b (up 17% from 3Q 2020). Net income: JP¥4.76b (up 65% from 3Q 2020). Profit margin: 10.0% (up from 7.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.공시 • Dec 19Yellow Hat Ltd. to Report Q3, 2021 Results on Jan 29, 2021Yellow Hat Ltd. announced that they will report Q3, 2021 results on Jan 29, 2021Is New 90 Day High Low • Dec 02New 90-day low: JP¥1,587The company is down 10.0% from its price of JP¥1,766 on 03 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 15% over the same period.공시 • Oct 10Yellow Hat Ltd. to Report Q2, 2021 Results on Nov 02, 2020Yellow Hat Ltd. announced that they will report Q2, 2021 results on Nov 02, 2020공시 • Sep 08Yellow Hat Ltd. (TSE:9882) agreed to acquire Mizonokuchi Jidosha Co., Ltd.Yellow Hat Ltd. (TSE:9882) agreed to acquire Mizonokuchi Jidosha Co., Ltd. on September 8, 2020. Yellow Hat Ltd. will acquire 0.03 million shares. Pre transaction, Yellow Hat Ltd. holds no stake and post transction it will holds 100% stake in Mizonokuchi Jidosha Co., Ltd. Transaction was resolved by Board of Yellow Hat Ltd. on September 8, 2020. Completion is expected on October 1, 2020.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 9882 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.배당금 증가: 9882 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Yellow Hat 배당 수익률 vs 시장9882의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (9882)3.6%시장 하위 25% (JP)1.7%시장 상위 25% (JP)3.7%업계 평균 (Specialty Retail)1.4%분석가 예측 (9882) (최대 3년)n/a주목할만한 배당금: 9882 의 배당금( 3.56% )은 JP 시장에서 배당금 지급자의 하위 25%( 1.72% )보다 높습니다.고배당: 9882 의 배당금( 3.56% )은 JP 시장에서 배당금 지급자의 상위 25%( 3.74% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적으로 낮은 지불 비율 ( 44.9% )로 9882 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 3375.5% )이 높기 때문에 9882 의 배당금 지급은 현금 흐름으로 잘 충당되지 않습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YJP 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/23 08:02종가2026/05/22 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Yellow Hat Ltd.는 4명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Natsumi NegishiDaiwa Securities Co. Ltd.Hiroaki MochidaMarusan Securities Co. Ltd.Hajime IkeuchiNomura Securities Co. Ltd.1명의 분석가 더 보기
Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).
Declared Dividend • Dec 06First half dividend of JP¥29.00 announcedShareholders will receive a dividend of JP¥29.00. Ex-date: 30th March 2026 Payment date: 1st June 2026 Dividend yield will be 3.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (47% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% 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. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Declared Dividend • Jul 09Final dividend of JP¥29.00 announcedShareholders will receive a dividend of JP¥29.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 6.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but not covered by cash flows (128% cash payout ratio). The dividend has increased by an average of 17% 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. Earnings per share has grown by 9.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
Reported Earnings • May 09Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥138 (up from JP¥124 in FY 2025). Revenue: JP¥171.3b (up 11% from FY 2025). Net income: JP¥12.0b (up 6.3% from FY 2025). Profit margin: 7.0% (down from 7.3% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.4%. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 09Yellow Hat Ltd. to Report Fiscal Year 2026 Results on May 08, 2026Yellow Hat Ltd. announced that they will report fiscal year 2026 results on May 08, 2026
공시 • May 08+ 1 more updateYellow Hat Ltd., Annual General Meeting, Jun 24, 2026Yellow Hat Ltd., Annual General Meeting, Jun 24, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥71.31 (vs JP¥63.42 in 3Q 2025)Third quarter 2026 results: EPS: JP¥71.31 (up from JP¥63.42 in 3Q 2025). Revenue: JP¥53.0b (up 6.4% from 3Q 2025). Net income: JP¥6.15b (up 6.8% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Dec 27Yellow Hat Ltd. to Report Q3, 2026 Results on Jan 30, 2026Yellow Hat Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026
Declared Dividend • Dec 06First half dividend of JP¥29.00 announcedShareholders will receive a dividend of JP¥29.00. Ex-date: 30th March 2026 Payment date: 1st June 2026 Dividend yield will be 3.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (47% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% 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. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥18.84 (vs JP¥18.52 in 2Q 2025)Second quarter 2026 results: EPS: JP¥18.84. Revenue: JP¥39.0b (up 13% from 2Q 2025). Net income: JP¥1.64b (down 4.1% from 2Q 2025). Profit margin: 4.2% (down from 4.9% in 2Q 2025). The decrease in margin was driven by higher expenses.
분석 기사 • Oct 30Yellow Hat Ltd.'s (TSE:9882) Earnings Are Not Doing Enough For Some InvestorsYellow Hat Ltd.'s ( TSE:9882 ) price-to-earnings (or "P/E") ratio of 11.8x might make it look like a buy right now...
공시 • Sep 30Yellow Hat Ltd. to Report Q2, 2026 Results on Oct 31, 2025Yellow Hat Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥30.33 (vs JP¥24.40 in 1Q 2025)First quarter 2026 results: EPS: JP¥30.33 (up from JP¥24.40 in 1Q 2025). Revenue: JP¥40.3b (up 16% from 1Q 2025). Net income: JP¥2.68b (up 19% from 1Q 2025). Profit margin: 6.6% (up from 6.5% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jul 09Final dividend of JP¥29.00 announcedShareholders will receive a dividend of JP¥29.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 6.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but not covered by cash flows (128% cash payout ratio). The dividend has increased by an average of 17% 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. Earnings per share has grown by 9.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Jul 02Yellow Hat Ltd. to Report Q1, 2026 Results on Jul 31, 2025Yellow Hat Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025
Reported Earnings • Jun 25Full year 2025 earnings released: EPS: JP¥247 (vs JP¥111 in FY 2024)Full year 2025 results: EPS: JP¥247 (up from JP¥111 in FY 2024). Revenue: JP¥154.1b (up 5.1% from FY 2024). Net income: JP¥11.3b (up 9.8% from FY 2024). Profit margin: 7.3% (up from 7.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • May 24New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 129% Dividend yield: 3.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • May 10Full year 2025 earnings released: EPS: JP¥247 (vs JP¥111 in FY 2024)Full year 2025 results: EPS: JP¥247 (up from JP¥111 in FY 2024). Revenue: JP¥154.1b (up 5.1% from FY 2024). Net income: JP¥11.3b (up 9.8% from FY 2024). Profit margin: 7.3% (up from 7.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 19% per year.
공시 • May 09Yellow Hat Ltd., Annual General Meeting, Jun 20, 2025Yellow Hat Ltd., Annual General Meeting, Jun 20, 2025.
분석 기사 • Apr 15Slowing Rates Of Return At Yellow Hat (TSE:9882) Leave Little Room For ExcitementIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
공시 • Mar 27Yellow Hat Ltd. to Report Fiscal Year 2025 Results on May 09, 2025Yellow Hat Ltd. announced that they will report fiscal year 2025 results on May 09, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥127 (vs JP¥106 in 3Q 2024)Third quarter 2025 results: EPS: JP¥127 (up from JP¥106 in 3Q 2024). Revenue: JP¥49.9b (up 7.0% from 3Q 2024). Net income: JP¥5.76b (up 17% from 3Q 2024). Profit margin: 12% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jan 03Yellow Hat Ltd. to Report Q3, 2025 Results on Jan 31, 2025Yellow Hat Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025
Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥37.04 (vs JP¥35.80 in 2Q 2024)Second quarter 2025 results: EPS: JP¥37.04 (up from JP¥35.80 in 2Q 2024). Revenue: JP¥34.6b (up 6.0% from 2Q 2024). Net income: JP¥1.71b (up 3.6% from 2Q 2024). Profit margin: 4.9% (down from 5.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Sep 29Investors Met With Slowing Returns on Capital At Yellow Hat (TSE:9882)There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
공시 • Sep 20Yellow Hat Ltd. to Report Q2, 2025 Results on Oct 31, 2024Yellow Hat Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥48.80 (vs JP¥52.24 in 1Q 2024)First quarter 2025 results: EPS: JP¥48.80 (down from JP¥52.24 in 1Q 2024). Revenue: JP¥34.7b (up 1.1% from 1Q 2024). Net income: JP¥2.26b (down 6.5% from 1Q 2024). Profit margin: 6.5% (down from 7.0% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 9% per year.
분석 기사 • Jul 30Investors Don't See Light At End Of Yellow Hat Ltd.'s (TSE:9882) TunnelWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider Yellow...
Reported Earnings • Jun 25Full year 2024 earnings released: EPS: JP¥222 (vs JP¥231 in FY 2023)Full year 2024 results: EPS: JP¥222 (down from JP¥231 in FY 2023). Revenue: JP¥146.6b (flat on FY 2023). Net income: JP¥10.3b (down 3.8% from FY 2023). Profit margin: 7.0% (down from 7.2% in FY 2023). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year.
공시 • Jun 22Yellow Hat Ltd. to Report Q1, 2025 Results on Jul 31, 2024Yellow Hat Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024
Reported Earnings • May 12Full year 2024 earnings released: EPS: JP¥222 (vs JP¥231 in FY 2023)Full year 2024 results: EPS: JP¥222 (down from JP¥231 in FY 2023). Revenue: JP¥146.6b (flat on FY 2023). Net income: JP¥10.3b (down 3.8% from FY 2023). Profit margin: 7.0% (down from 7.2% in FY 2023). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
공시 • May 12Yellow Hat Ltd., Annual General Meeting, Jun 20, 2024Yellow Hat Ltd., Annual General Meeting, Jun 20, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 31 May 2024. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).
공시 • Mar 17Yellow Hat Ltd., Annual General Meeting, May 10, 2024Yellow Hat Ltd., Annual General Meeting, May 10, 2024.
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥106 (vs JP¥110 in 3Q 2023)Third quarter 2024 results: EPS: JP¥106 (down from JP¥110 in 3Q 2023). Revenue: JP¥46.6b (flat on 3Q 2023). Net income: JP¥4.91b (down 3.7% from 3Q 2023). Profit margin: 11% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • Dec 09Yellow Hat Ltd. to Report Q3, 2024 Results on Jan 31, 2024Yellow Hat Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥35.80 (vs JP¥35.50 in 2Q 2023)Second quarter 2024 results: EPS: JP¥35.80 (up from JP¥35.50 in 2Q 2023). Revenue: JP¥32.7b (down 1.2% from 2Q 2023). Net income: JP¥1.65b (flat on 2Q 2023). Profit margin: 5.1% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥33.00 per share at 3.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
공시 • Sep 09Yellow Hat Ltd. to Report Q2, 2024 Results on Oct 31, 2023Yellow Hat Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥52.24 (vs JP¥55.83 in 1Q 2023)First quarter 2024 results: EPS: JP¥52.24 (down from JP¥55.83 in 1Q 2023). Revenue: JP¥34.3b (up 3.0% from 1Q 2023). Net income: JP¥2.41b (down 6.4% from 1Q 2023). Profit margin: 7.0% (down from 7.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 24Full year 2023 earnings released: EPS: JP¥231 (vs JP¥209 in FY 2022)Full year 2023 results: EPS: JP¥231 (up from JP¥209 in FY 2022). Revenue: JP¥147.2b (flat on FY 2022). Net income: JP¥10.7b (up 10% from FY 2022). Profit margin: 7.2% (up from 6.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공시 • Jun 22Yellow Hat Ltd. to Report Q1, 2024 Results on Jul 31, 2023Yellow Hat Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023
Reported Earnings • May 10Full year 2023 earnings released: EPS: JP¥231 (vs JP¥209 in FY 2022)Full year 2023 results: EPS: JP¥231 (up from JP¥209 in FY 2022). Revenue: JP¥147.2b (flat on FY 2022). Net income: JP¥10.7b (up 10% from FY 2022). Profit margin: 7.2% (up from 6.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥31.00 per share at 3.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 01 June 2023. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥110 (vs JP¥105 in 3Q 2022)Third quarter 2023 results: EPS: JP¥110 (up from JP¥105 in 3Q 2022). Revenue: JP¥46.4b (down 1.1% from 3Q 2022). Net income: JP¥5.10b (up 4.9% from 3Q 2022). Profit margin: 11% (in line with 3Q 2022). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공시 • Dec 18Yellow Hat Ltd. to Report Q3, 2023 Results on Jan 31, 2023Yellow Hat Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023
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 an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 7 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Taeko Kubo was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥35.50 (vs JP¥29.00 in 2Q 2022)Second quarter 2023 results: EPS: JP¥35.50 (up from JP¥29.00 in 2Q 2022). Revenue: JP¥33.1b (flat on 2Q 2022). Net income: JP¥1.64b (up 23% from 2Q 2022). Profit margin: 5.0% (up from 4.1% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 26% but the company is paying out more than the cash it is generating. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
공시 • Sep 18Yellow Hat Ltd. to Report Q2, 2023 Results on Oct 31, 2022Yellow Hat Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥55.83 (vs JP¥40.14 in 1Q 2022)First quarter 2023 results: EPS: JP¥55.83 (up from JP¥40.14 in 1Q 2022). Revenue: JP¥33.3b (flat on 1Q 2022). Net income: JP¥2.58b (up 39% from 1Q 2022). Profit margin: 7.7% (up from 5.5% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 6% per year.
Reported Earnings • Jun 26Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥148.0b (flat on FY 2021). Net income: JP¥9.66b (up 13% from FY 2021). Profit margin: 6.5% (up from 5.8% in FY 2021).
공시 • Jun 24Yellow Hat Ltd. to Report Q1, 2023 Results on Jul 29, 2022Yellow Hat Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022
공시 • May 12Yellow Hat Ltd., Annual General Meeting, Jun 22, 2022Yellow Hat Ltd., Annual General Meeting, Jun 22, 2022.
Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥209 (vs JP¥185 in FY 2021)Full year 2022 results: EPS: JP¥209 (up from JP¥185 in FY 2021). Revenue: JP¥148.0b (flat on FY 2021). Net income: JP¥9.66b (up 13% from FY 2021). Profit margin: 6.5% (up from 5.8% in FY 2021). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 5% per year.
Board Change • Apr 27Less 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 an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Taeko Kubo was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Apr 08Yellow Hat Ltd. to Report Fiscal Year 2022 Results on May 10, 2022Yellow Hat Ltd. announced that they will report fiscal year 2022 results on May 10, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 01 June 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥105 (up from JP¥103 in 3Q 2021). Revenue: JP¥47.0b (down 1.3% from 3Q 2021). Net income: JP¥4.86b (up 2.0% from 3Q 2021). Profit margin: 10% (in line with 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).
Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥40.14 (vs JP¥29.69 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥33.4b (up 7.2% from 1Q 2021). Net income: JP¥1.85b (up 35% from 1Q 2021). Profit margin: 5.5% (up from 4.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 9% per year.
Reported Earnings • Jun 26Full year 2021 earnings released: EPS JP¥185 (vs JP¥159 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥147.0b (up 4.2% from FY 2020). Net income: JP¥8.55b (up 17% from FY 2020). Profit margin: 5.8% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.
Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥185 (vs JP¥159 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥147.0b (up 4.2% from FY 2020). Net income: JP¥8.55b (up 17% from FY 2020). Profit margin: 5.8% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 5% per year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 01 June 2021. Trailing yield: 2.8%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).
Is New 90 Day High Low • Mar 05New 90-day high: JP¥1,797The company is up 11% from its price of JP¥1,614 on 04 December 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 6.0% over the same period.
Is New 90 Day High Low • Feb 05New 90-day high: JP¥1,774The company is up 4.0% from its price of JP¥1,708 on 06 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 7.0% over the same period.
Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥103 (vs JP¥62.76 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥47.6b (up 17% from 3Q 2020). Net income: JP¥4.76b (up 65% from 3Q 2020). Profit margin: 10.0% (up from 7.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.
공시 • Dec 19Yellow Hat Ltd. to Report Q3, 2021 Results on Jan 29, 2021Yellow Hat Ltd. announced that they will report Q3, 2021 results on Jan 29, 2021
Is New 90 Day High Low • Dec 02New 90-day low: JP¥1,587The company is down 10.0% from its price of JP¥1,766 on 03 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 15% over the same period.
공시 • Oct 10Yellow Hat Ltd. to Report Q2, 2021 Results on Nov 02, 2020Yellow Hat Ltd. announced that they will report Q2, 2021 results on Nov 02, 2020
공시 • Sep 08Yellow Hat Ltd. (TSE:9882) agreed to acquire Mizonokuchi Jidosha Co., Ltd.Yellow Hat Ltd. (TSE:9882) agreed to acquire Mizonokuchi Jidosha Co., Ltd. on September 8, 2020. Yellow Hat Ltd. will acquire 0.03 million shares. Pre transaction, Yellow Hat Ltd. holds no stake and post transction it will holds 100% stake in Mizonokuchi Jidosha Co., Ltd. Transaction was resolved by Board of Yellow Hat Ltd. on September 8, 2020. Completion is expected on October 1, 2020.