ROHM 향후 성장
Future 기준 점검 3/6
ROHM (는) 각각 연간 96.1% 및 4.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 96.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.9% 로 예상됩니다.
핵심 정보
96.1%
이익 성장률
96.20%
EPS 성장률
| Semiconductor 이익 성장 | 24.9% |
| 매출 성장률 | 4.5% |
| 향후 자기자본이익률 | 5.93% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 22 May 2026 |
최근 향후 성장 업데이트
분석 기사 • Feb 06
Earnings Miss: ROHM Co., Ltd. Missed EPS By 18% And Analysts Are Revising Their Forecasts
ROHM Co., Ltd. ( TSE:6963 ) shareholders are probably feeling a little disappointed, since its shares fell 6.8% to...분석 기사 • Nov 09
ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
As you might know, ROHM Co., Ltd. ( TSE:6963 ) just kicked off its latest interim results with some very strong...분석 기사 • Aug 06
ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
TSE:6963 1 Year Share Price vs Fair Value Explore ROHM's Fair Values from the Community and select yours ROHM Co., Ltd...Recent updates
내러티브 업데이트 • May 11
6963: Power Semiconductor M&A Uncertainty Will Continue To Cap Future Share Price Potential
Analysts have adjusted their view on ROHM with a revised price target of ¥2,944, reflecting updated assumptions around the discount rate and future P/E, while keeping revenue growth and profit margin expectations essentially unchanged. What's in the News DENSO proposed to acquire the remaining 95.2% of ROHM for an estimated US$8.3b, aiming for full ownership, before later withdrawing the offer after failing to secure support from ROHM's board and special committee (M&A announcement and cancellation).내러티브 업데이트 • Apr 22
6963: Power Semiconductor M&A Uncertainty Will Limit Future Share Price Upside
Analysts have raised their price target for ROHM from ¥2,838.89 to ¥2,944.44, citing slightly revised assumptions for discount rates, revenue, profit margins, and future P/E as the primary factors behind the adjustment. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A transaction announcement).내러티브 업데이트 • Apr 07
6963: Ongoing Takeover And Merger Talks Will Restrict Future Share Upside
Analysts have adjusted their price target for ROHM from ¥2,715 to about ¥2,839, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News DENSO Corporation has proposed acquiring the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A Transaction Announcements).내러티브 업데이트 • Mar 23
6963: Pending Takeover Talks Will Limit Future Upside Potential
Analysts have adjusted their price target on ROHM to ¥2,715 from ¥2,435, reflecting updated assumptions for profit margins, revenue growth and future P/E multiples. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would result in DENSO owning 100% of the company if completed (M&A transaction announcement).내러티브 업데이트 • Mar 08
6963: GaN Power Expansion And Pending Takeover Will Restrain Future Upside
Analysts have made a slight upward adjustment to their price target on ROHM, nudging fair value from ¥2,431.82 to ¥2,435.00 as they refresh their assumptions on the discount rate, revenue growth, profit margin, and future P/E. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A Transaction Announcements, March 6, 2026).내러티브 업데이트 • Feb 22
6963: Power Devices And Cost Discipline Will Shape Balanced Fair Value Outlook
Analysts have slightly raised their fair value estimate for ROHM from about ¥2,395 to roughly ¥2,432, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E. What's in the News ROHM introduced the BD9xxN5 Series of 500mA LDO regulator ICs using its Nano Cap technology, targeting 12V and 24V primary power supplies in automotive, industrial, and communications equipment, with an emphasis on stable operation using small capacitors and low output voltage ripple (Key Developments).
새로운 내러티브 • Feb 12
SiC Expansion And Margin Targets Will Likely Strain Capacity And Depress Returns
Catalysts About ROHM ROHM is a semiconductor manufacturer focused on power and analog technologies across automotive, industrial, consumer and AI server applications. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Feb 07
6963: Product Pipeline And Cost Pressures Will Shape Balanced Fair Value Outlook
Analysts have raised their fair value estimate for ROHM from ¥2,240.91 to ¥2,395.45, citing slightly revised assumptions for the discount rate, revenue growth, profit margin and future P/E to support the higher price target. What's in the News ROHM introduced the BD9xxN5 Series of 500mA LDO regulator ICs using its Nano Cap control technology, aimed at 12V and 24V automotive, industrial and communication infrastructure power supplies, with a focus on stable operation using small capacitors and reduced output voltage ripple (Key Developments).분석 기사 • Feb 06
Earnings Miss: ROHM Co., Ltd. Missed EPS By 18% And Analysts Are Revising Their Forecasts
ROHM Co., Ltd. ( TSE:6963 ) shareholders are probably feeling a little disappointed, since its shares fell 6.8% to...
새로운 내러티브 • Jan 28
Fair Long-Term View Centers On SiC Power Devices And Automotive Expansion
Catalysts About ROHM ROHM is a semiconductor company focused on power and analog technologies across automotive, industrial and consumer markets. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Jan 24
6963: Elevated Multiple And Cost Pressures Will Constrain Product Ramp Upside
Analysts have lifted their fair value estimate for ROHM from ¥2,204.55 to ¥2,240.91, reflecting updated assumptions around discount rates, profit margins and future P/E that slightly adjust their overall price target outlook. What's in the News ROHM revised its consolidated earnings guidance for the year ending March 31, 2026, now projecting net sales of ¥460,000m, operating profit of ¥5,000m, profit attributable to owners of parent of ¥9,000m, and net income per share of ¥23.31, compared with prior guidance of net sales of ¥440,000m, operating profit of ¥4,000m, profit attributable to owners of parent of ¥7,000m, and net income per share of ¥18.14 (Corporate guidance).분석 기사 • Jan 22
ROHM (TSE:6963) Has Announced A Dividend Of ¥25.00
The board of ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend on the 26th of June, with investors...내러티브 업데이트 • Jan 09
6963: Product Ramp And Raised Guidance Will Support Balanced Earnings Outlook
Analysts have kept their fair value estimate for ROHM steady at ¥2,204.55 while slightly adjusting inputs such as the discount rate and future P/E. This reflects fine tuning of their valuation framework rather than a major shift in outlook.분석 기사 • Jan 08
ROHM (TSE:6963) Is Paying Out A Dividend Of ¥25.00
ROHM Co., Ltd. ( TSE:6963 ) will pay a dividend of ¥25.00 on the 26th of June. This makes the dividend yield 2.1...내러티브 업데이트 • Dec 22
6963: New Product Pipeline And Guidance Revision Will Support Balanced Profit Outlook
Analysts have modestly raised their price target on ROHM, reflecting slightly higher long term growth and profitability expectations. They are maintaining a fair value estimate of ¥2,204.55 per share, as incremental improvements in revenue growth and profit margins offset a marginally higher discount rate and a slightly lower assumed future P E multiple.분석 기사 • Dec 21
ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00
ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 26th of June. This...내러티브 업데이트 • Dec 08
6963: New Guidance And Manufacturing Reorganization Will Support Balanced Profit Outlook
Analysts have slightly trimmed their price target on ROHM from approximately $2,222.73 to $2,204.55, reflecting a modest recalibration of valuation multiples, despite marginally higher revenue growth expectations and a lower discount rate. What's in the News Raising full year FY2026 guidance, ROHM now expects net sales of JPY 460 billion and profit attributable to owners of parent of JPY 9 billion, citing stronger first half demand in PCs, servers, and energy saving applications despite macro and cost headwinds (Corporate guidance) The Board approves an interim dividend for shareholders of record on September 30, 2025 and will review the year end dividend forecast, underscoring its policy of stable returns (Board meeting) The Board authorizes a reorganization of the Shiga Plant and four domestic manufacturing related entities into two dedicated wafer and assembly manufacturing companies to improve group manufacturing efficiency and productivity (Board meeting) ROHM launches volume production of multiple next generation power devices and modules, including SiC MOSFETs in TOLL packages, 2 in 1 SiC DOT 247 molded modules, and new high side smart switches aimed at automotive and industrial power density and efficiency gains (Product announcements) New sensing and protection components such as the RPR 0730 high speed optical sensor, the RBE01VYM6AFH Schottky barrier diode for high resolution image sensors, and the ultra low power TLR1901GXZ op amp target growth in ADAS, factory automation, and low power IoT applications (Product announcements) Valuation Changes Fair Value: Trimmed slightly from approximately ¥2,222.73 to ¥2,204.55, reflecting a modest downward revision in the intrinsic value estimate.분석 기사 • Dec 07
ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00
ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 26th of June. The...내러티브 업데이트 • Nov 24
6963: New Guidance And Product Advances Will Support Balanced Profit Outlook
Analysts have raised their price target for ROHM from ¥2,204.55 to ¥2,222.73. This reflects their view of improved revenue growth prospects, despite greater caution on profit margins and valuation multiples.내러티브 업데이트 • Nov 09
6963: Future Margins And Reliability Initiatives Will Balance Slower Sales Momentum
Analysts have lowered their price target for ROHM, reducing the fair value estimate from ¥2,275 to approximately ¥2,204. This adjustment reflects updated assumptions on slower revenue growth and a higher discount rate, even as profit margin forecasts have improved.분석 기사 • Nov 09
ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
As you might know, ROHM Co., Ltd. ( TSE:6963 ) just kicked off its latest interim results with some very strong...내러티브 업데이트 • Oct 26
Steady Outlook And Advanced Power Devices Will Shape Future Opportunities
Narrative Update on ROHM: Analyst Price Target Revision Analysts have maintained their price target for ROHM at ¥2,275. They cite stable expectations around key financial metrics and a steady outlook for the company's performance.내러티브 업데이트 • Oct 12
SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets
Analysts have raised their price target for ROHM from ¥2,149 to ¥2,275. This change reflects slightly higher expected revenue growth and updated market assumptions.내러티브 업데이트 • Sep 28
SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets
The upward revision in ROHM's consensus analyst price target to ¥2149 is primarily supported by an increase in its expected Future P/E, signaling higher anticipated growth or valuation multiples. What's in the News ROHM has developed the LogiCoA power supply solution, a hybrid analog-digital reference design using single-MCU control for both PFC and flyback converter topologies, enhancing precision and efficiency in industrial and consumer power supplies.분석 기사 • Sep 23
ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00
The board of ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend on the 8th of December, with...내러티브 업데이트 • Sep 13
SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets
ROHM’s fair value was maintained with only a negligible upward revision in analyst price target to ¥2004, reflecting stable revenue growth forecasts and an unchanged discount rate. What's in the News ROHM announced the TLR1901GXZ, an ultra-compact CMOS op amp with the industry's lowest circuit current and high measurement accuracy, targeting handheld, wearable, and motion detection applications.분석 기사 • Sep 09
ROHM (TSE:6963) Has Affirmed Its Dividend Of ¥25.00
The board of ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 8th of...내러티브 업데이트 • Aug 27
SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets
The modest upward revision in ROHM's consensus price target to ¥1894 primarily reflects a slight improvement in revenue growth forecasts, while the discount rate remains stable. What's in the News ROHM launched the AW2K21, an industry-leading 30V N-channel MOSFET in a 2.0mm x 2.0mm package, offering 2.0 milliohms ON-resistance and integrating bidirectional protection with significant reduction in footprint and power loss; miniaturization efforts continue with even smaller models under development.분석 기사 • Aug 06
ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
TSE:6963 1 Year Share Price vs Fair Value Explore ROHM's Fair Values from the Community and select yours ROHM Co., Ltd...분석 기사 • Jul 21
ROHM (TSE:6963) Is Due To Pay A Dividend Of ¥25.00
ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 8th of December. This...분석 기사 • Jun 25
Subdued Growth No Barrier To ROHM Co., Ltd. (TSE:6963) With Shares Advancing 27%
ROHM Co., Ltd. ( TSE:6963 ) shareholders would be excited to see that the share price has had a great month, posting a...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2029 | 556,707 | 63,908 | 22,414 | 113,414 | 3 |
| 3/31/2028 | 530,183 | 50,626 | 58,257 | 115,439 | 10 |
| 3/31/2027 | 503,744 | 36,410 | 111,125 | 117,792 | 9 |
| 3/31/2026 | 481,148 | -158,443 | -21,517 | 89,448 | N/A |
| 12/31/2025 | 473,339 | -35,478 | -44,159 | 86,795 | N/A |
| 9/30/2025 | 460,672 | -41,840 | -57,329 | 77,048 | N/A |
| 6/30/2025 | 446,395 | -50,587 | -59,697 | 68,655 | N/A |
| 3/31/2025 | 448,466 | -50,090 | -51,836 | 83,956 | N/A |
| 12/31/2024 | 457,296 | 9,071 | N/A | N/A | N/A |
| 9/30/2024 | 460,483 | 18,726 | -83,589 | 94,055 | N/A |
| 6/30/2024 | 465,893 | 37,296 | -77,083 | 101,846 | N/A |
| 3/31/2024 | 467,780 | 53,963 | -83,415 | 82,858 | N/A |
| 12/31/2023 | 472,850 | 57,499 | N/A | N/A | N/A |
| 9/30/2023 | 487,289 | 65,523 | -31,704 | 89,584 | N/A |
| 6/30/2023 | 502,933 | 74,369 | N/A | N/A | N/A |
| 3/31/2023 | 507,882 | 80,344 | -2,141 | 98,628 | N/A |
| 12/31/2022 | 504,094 | 86,324 | N/A | N/A | N/A |
| 9/30/2022 | 489,379 | 88,118 | 8,280 | 97,634 | N/A |
| 6/30/2022 | 465,982 | 81,293 | N/A | N/A | N/A |
| 3/31/2022 | 452,124 | 66,794 | 25,602 | 92,181 | N/A |
| 12/31/2021 | 434,398 | 66,481 | N/A | N/A | N/A |
| 9/30/2021 | 414,496 | 55,244 | 34,388 | 79,595 | N/A |
| 6/30/2021 | 390,145 | 41,321 | N/A | N/A | N/A |
| 3/31/2021 | 359,888 | 36,969 | 13,598 | 45,975 | N/A |
| 12/31/2020 | 347,375 | 23,017 | N/A | N/A | N/A |
| 9/30/2020 | 342,100 | 24,411 | 26,277 | 58,152 | N/A |
| 6/30/2020 | 353,040 | 27,018 | N/A | N/A | N/A |
| 3/31/2020 | 362,885 | 25,597 | 37,251 | 79,131 | N/A |
| 12/31/2019 | 367,498 | 23,483 | N/A | N/A | N/A |
| 9/30/2019 | 377,000 | 28,186 | N/A | 70,067 | N/A |
| 6/30/2019 | 388,647 | 36,911 | N/A | N/A | N/A |
| 3/31/2019 | 398,989 | 45,442 | N/A | 65,991 | N/A |
| 12/31/2018 | 404,159 | 46,322 | N/A | N/A | N/A |
| 9/30/2018 | 407,493 | 45,088 | N/A | 69,417 | N/A |
| 6/30/2018 | 401,872 | 41,375 | N/A | N/A | N/A |
| 3/31/2018 | 397,107 | 37,249 | N/A | 74,727 | N/A |
| 12/31/2017 | 391,191 | 35,796 | N/A | N/A | N/A |
| 9/30/2017 | 380,588 | 41,400 | N/A | 73,541 | N/A |
| 6/30/2017 | 365,224 | 34,604 | N/A | N/A | N/A |
| 3/31/2017 | 352,010 | 26,431 | N/A | 67,397 | N/A |
| 12/31/2016 | 342,455 | 19,224 | N/A | N/A | N/A |
| 9/30/2016 | 334,619 | 7,644 | N/A | 67,556 | N/A |
| 6/30/2016 | 340,681 | 16,177 | N/A | N/A | N/A |
| 3/31/2016 | 352,397 | 25,685 | N/A | 78,901 | N/A |
| 12/31/2015 | 361,927 | 38,449 | N/A | N/A | N/A |
| 9/30/2015 | 370,146 | 49,953 | N/A | 82,153 | N/A |
| 6/30/2015 | 369,275 | 50,081 | N/A | N/A | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: 6963 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(0.8%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: 6963 (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: 6963 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: 6963 의 수익(연간 4.5%)이 JP 시장(연간 5.3%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: 6963 의 수익(연간 4.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: 6963의 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 | 2026/05/23 01:51 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2026/03/31 |
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 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 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 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
ROHM Co., Ltd.는 22명의 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 |
|---|---|
| Masaru Koshita | Barclays |
| Xin Sun | Bernstein |
| Masashi Kubota | BofA Global Research |