View Future GrowthTerraSkyLtd 과거 순이익 실적과거 기준 점검 4/6TerraSkyLtd은 연평균 14.7%의 비율로 수입이 증가해 온 반면, IT 산업은 수입이 11.8% 증가했습니다. 매출은 연평균 20.1%의 비율로 증가했습니다. TerraSkyLtd의 자기자본이익률은 11.6%이고 순이익률은 5.6%입니다.핵심 정보14.71%순이익 성장률14.15%주당순이익(EPS) 성장률IT 산업 성장률14.26%매출 성장률20.07%자기자본이익률11.61%순이익률5.60%다음 순이익 업데이트15 Jul 2026최근 과거 실적 업데이트분석 기사 • Apr 22TerraSkyLtd's (TSE:3915) Earnings Are Weaker Than They SeemTerraSky Co.,Ltd.'s ( TSE:3915 ) stock was strong after they recently reported robust earnings. However, our analysis...Reported Earnings • Apr 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥122 (up from JP¥78.91 in FY 2025). Revenue: JP¥28.1b (up 14% from FY 2025). Net income: JP¥1.57b (up 54% from FY 2025). Profit margin: 5.6% (up from 4.1% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.공시 • Apr 07TerraSky Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026TerraSky Co.,Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥51.28 (vs JP¥15.32 in 3Q 2025)Third quarter 2026 results: EPS: JP¥51.28 (up from JP¥15.32 in 3Q 2025). Revenue: JP¥7.00b (up 13% from 3Q 2025). Net income: JP¥662.0m (up 235% from 3Q 2025). Profit margin: 9.5% (up from 3.2% in 3Q 2025). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.공시 • Nov 27TerraSky Co.,Ltd. to Report Q3, 2026 Results on Jan 14, 2026TerraSky Co.,Ltd. announced that they will report Q3, 2026 results on Jan 14, 2026Reported Earnings • Oct 16Second quarter 2026 earnings released: EPS: JP¥15.02 (vs JP¥14.82 in 2Q 2025)Second quarter 2026 results: EPS: JP¥15.02 (up from JP¥14.82 in 2Q 2025). Revenue: JP¥6.71b (up 9.7% from 2Q 2025). Net income: JP¥193.8m (up 1.5% from 2Q 2025). Profit margin: 2.9% (down from 3.1% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,044, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the IT industry in Japan. Total loss to shareholders of 18% over the past three years.분석 기사 • Apr 22TerraSkyLtd's (TSE:3915) Earnings Are Weaker Than They SeemTerraSky Co.,Ltd.'s ( TSE:3915 ) stock was strong after they recently reported robust earnings. However, our analysis...New Risk • Apr 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.7% 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 0.7% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.Reported Earnings • Apr 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥122 (up from JP¥78.91 in FY 2025). Revenue: JP¥28.1b (up 14% from FY 2025). Net income: JP¥1.57b (up 54% from FY 2025). Profit margin: 5.6% (up from 4.1% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.공시 • Apr 14TerraSky Co.,Ltd., Annual General Meeting, May 27, 2026TerraSky Co.,Ltd., Annual General Meeting, May 27, 2026.Buy Or Sell Opportunity • Apr 13Now 24% overvaluedOver the last 90 days, the stock has fallen 24% to JP¥1,662. The fair value is estimated to be JP¥1,344, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 58%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to decline by 2.3% in the next 2 years.공시 • Apr 07TerraSky Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026TerraSky Co.,Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026Buy Or Sell Opportunity • Mar 24Now 22% overvaluedOver the last 90 days, the stock has fallen 23% to JP¥1,596. The fair value is estimated to be JP¥1,306, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 58%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to decline by 2.3% in the next 2 years.Buy Or Sell Opportunity • Mar 05Now 24% overvaluedOver the last 90 days, the stock has fallen 22% to JP¥1,613. The fair value is estimated to be JP¥1,301, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 58%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to decline by 2.3% in the next 2 years.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,545, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the IT industry in Japan. Total loss to shareholders of 20% over the past three years.Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥51.28 (vs JP¥15.32 in 3Q 2025)Third quarter 2026 results: EPS: JP¥51.28 (up from JP¥15.32 in 3Q 2025). Revenue: JP¥7.00b (up 13% from 3Q 2025). Net income: JP¥662.0m (up 235% from 3Q 2025). Profit margin: 9.5% (up from 3.2% in 3Q 2025). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.공시 • Jan 14Terrasky Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026TerraSky Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2026. For the period, the company expects net sales of JPY 27,901 million, operating profit of JPY 1,402 million, profit attributable to owners of parent of JPY 1,366 million and basic earnings per share of JPY 105.89.공시 • Nov 27TerraSky Co.,Ltd. to Report Q3, 2026 Results on Jan 14, 2026TerraSky Co.,Ltd. announced that they will report Q3, 2026 results on Jan 14, 2026Reported Earnings • Oct 16Second quarter 2026 earnings released: EPS: JP¥15.02 (vs JP¥14.82 in 2Q 2025)Second quarter 2026 results: EPS: JP¥15.02 (up from JP¥14.82 in 2Q 2025). Revenue: JP¥6.71b (up 9.7% from 2Q 2025). Net income: JP¥193.8m (up 1.5% from 2Q 2025). Profit margin: 2.9% (down from 3.1% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공시 • Oct 10TerraSky Co.,Ltd. (TSE:3915) acquired an additional 0.54% stake in Kitalive Inc. (SPSE:5039) for ¥7 million.TerraSky Co.,Ltd. (TSE:3915) acquired an additional 0.54% stake in Kitalive Inc. (SPSE:5039) for ¥7 million on October 10, 2025. TerraSky Co.,Ltd. held 49.48% before the acquisition. TerraSky Co.,Ltd. (TSE:3915) completed the acquisition of an additional 0.54% stake in Kitalive Inc. (SPSE:5039) on October 10, 2025.공시 • Aug 27TerraSky Co.,Ltd. to Report Q2, 2026 Results on Oct 15, 2025TerraSky Co.,Ltd. announced that they will report Q2, 2026 results on Oct 15, 2025Reported Earnings • Jul 16First quarter 2026 earnings released: EPS: JP¥16.51 (vs JP¥13.64 in 1Q 2025)First quarter 2026 results: EPS: JP¥16.51 (up from JP¥13.64 in 1Q 2025). Revenue: JP¥6.61b (up 14% from 1Q 2025). Net income: JP¥213.2m (up 21% from 1Q 2025). Profit margin: 3.2% (up from 3.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥3,130, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 118% over the past three years.Reported Earnings • Jun 04Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥78.91 (up from JP¥23.34 in FY 2024). Revenue: JP¥24.7b (up 29% from FY 2024). Net income: JP¥1.02b (up 239% from FY 2024). Profit margin: 4.1% (up from 1.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 36%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.공시 • Apr 29TerraSky Co.,Ltd. to Report Q1, 2026 Results on Jul 15, 2025TerraSky Co.,Ltd. announced that they will report Q1, 2026 results on Jul 15, 2025Reported Earnings • Apr 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥78.91 (up from JP¥23.34 in FY 2024). Revenue: JP¥24.7b (up 29% from FY 2024). Net income: JP¥1.02b (up 239% from FY 2024). Profit margin: 4.1% (up from 1.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 36%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 6.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.공시 • Apr 14+ 1 more updateTerraSky Co.,Ltd., Annual General Meeting, May 30, 2025TerraSky Co.,Ltd., Annual General Meeting, May 30, 2025.New Risk • Apr 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.분석 기사 • Apr 07The Price Is Right For TerraSky Co.,Ltd. (TSE:3915) Even After Diving 30%Unfortunately for some shareholders, the TerraSky Co.,Ltd. ( TSE:3915 ) share price has dived 30% in the last thirty...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥1,581, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the IT industry in Japan. Total returns to shareholders of 3.3% over the past three years.분석 기사 • Apr 04With EPS Growth And More, TerraSkyLtd (TSE:3915) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...공시 • Feb 03TerraSky Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 14, 2025TerraSky Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 14, 2025Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥15.26 (vs JP¥0.078 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥15.26 (up from JP¥0.078 loss in 3Q 2024). Revenue: JP¥6.17b (up 25% from 3Q 2024). Net income: JP¥197.0m (up JP¥198.0m from 3Q 2024). Profit margin: 3.2% (up from 0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 21% per year.분석 기사 • Jan 06TerraSky Co.,Ltd. (TSE:3915) Stocks Shoot Up 26% But Its P/E Still Looks ReasonableTerraSky Co.,Ltd. ( TSE:3915 ) shareholders would be excited to see that the share price has had a great month, posting...Reported Earnings • Oct 18Second quarter 2025 earnings released: EPS: JP¥14.82 (vs JP¥6.23 in 2Q 2024)Second quarter 2025 results: EPS: JP¥14.82 (up from JP¥6.23 in 2Q 2024). Revenue: JP¥6.12b (up 34% from 2Q 2024). Net income: JP¥191.0m (up 139% from 2Q 2024). Profit margin: 3.1% (up from 1.7% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공시 • Oct 16TerraSky Co.,Ltd. Provides Consolidated Financial Guidance for the Year Ending February 28, 2025TerraSky Co.,Ltd. provided consolidated financial guidance for the year ending February 28, 2025. For the period, the company expects Net sales of JPY 24,024 million, Operating profit of JPY 905 million, Profit attributable to owners of parent of JPY 565 million and Earnings per share of JPY 44.02.분석 기사 • Sep 01Earnings Tell The Story For TerraSky Co.,Ltd. (TSE:3915) As Its Stock Soars 26%TerraSky Co.,Ltd. ( TSE:3915 ) shareholders have had their patience rewarded with a 26% share price jump in the last...Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,364, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 17% over the past three years.분석 기사 • Aug 08TerraSkyLtd (TSE:3915) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥1,667, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 14% over the past three years.공시 • Jul 31TerraSky Co.,Ltd. to Report Q2, 2025 Results on Oct 15, 2024TerraSky Co.,Ltd. announced that they will report Q2, 2025 results on Oct 15, 2024Reported Earnings • Jul 16First quarter 2025 earnings released: EPS: JP¥13.64 (vs JP¥2.73 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.64 (up from JP¥2.73 in 1Q 2024). Revenue: JP¥5.81b (up 33% from 1Q 2024). Net income: JP¥176.0m (up 403% from 1Q 2024). Profit margin: 3.0% (up from 0.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 1% per year.Reported Earnings • Jun 06Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥23.34 (down from JP¥27.12 in FY 2023). Revenue: JP¥19.1b (up 24% from FY 2023). Net income: JP¥300.0m (down 14% from FY 2023). Profit margin: 1.6% (down from 2.2% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.공시 • May 29TerraSky Co.,Ltd. to Report Q1, 2025 Results on Jul 12, 2024TerraSky Co.,Ltd. announced that they will report Q1, 2025 results on Jul 12, 2024분석 기사 • Apr 16Investors Still Aren't Entirely Convinced By TerraSky Co.,Ltd.'s (TSE:3915) Revenues Despite 37% Price JumpTerraSky Co.,Ltd. ( TSE:3915 ) shareholders have had their patience rewarded with a 37% share price jump in the last...New Risk • Apr 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.9% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.9% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (1.6% net profit margin).공시 • Apr 14TerraSky Co.,Ltd., Annual General Meeting, May 31, 2024TerraSky Co.,Ltd., Annual General Meeting, May 31, 2024.Reported Earnings • Apr 14Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥23.34 (down from JP¥27.12 in FY 2023). Revenue: JP¥19.1b (up 24% from FY 2023). Net income: JP¥300.0m (down 14% from FY 2023). Profit margin: 1.6% (down from 2.2% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 41 percentage points per year, which is a significant difference in performance.공시 • Jan 31TerraSky Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 12, 2024TerraSky Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 12, 2024Reported Earnings • Jan 16Third quarter 2024 earnings released: JP¥0.078 loss per share (vs JP¥7.36 profit in 3Q 2023)Third quarter 2024 results: JP¥0.078 loss per share (down from JP¥7.36 profit in 3Q 2023). Revenue: JP¥4.95b (up 21% from 3Q 2023). Net loss: JP¥1.00m (down 101% from profit in 3Q 2023). Profit margin: 0% (down from 2.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.공시 • Dec 02TerraSky Co.,Ltd. to Report Q3, 2024 Results on Jan 15, 2024TerraSky Co.,Ltd. announced that they will report Q3, 2024 results on Jan 15, 2024Valuation Update With 7 Day Price Move • Oct 23Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,431, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 70% over the past three years.Reported Earnings • Oct 18Second quarter 2024 earnings released: EPS: JP¥6.23 (vs JP¥6.89 in 2Q 2023)Second quarter 2024 results: EPS: JP¥6.23 (down from JP¥6.89 in 2Q 2023). Revenue: JP¥4.58b (up 22% from 2Q 2023). Net income: JP¥80.0m (down 9.1% from 2Q 2023). Profit margin: 1.7% (down from 2.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.공시 • Jul 30TerraSky Co.,Ltd. to Report Q2, 2024 Results on Oct 13, 2023TerraSky Co.,Ltd. announced that they will report Q2, 2024 results on Oct 13, 2023Valuation Update With 7 Day Price Move • Jul 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,055, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 58% over the past three years.Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥2.73 (vs JP¥3.83 in 1Q 2023)First quarter 2024 results: EPS: JP¥2.73 (down from JP¥3.83 in 1Q 2023). Revenue: JP¥4.35b (up 23% from 1Q 2023). Net income: JP¥35.0m (down 29% from 1Q 2023). Profit margin: 0.8% (down from 1.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.Reported Earnings • Jun 02Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥27.12 (up from JP¥23.99 in FY 2022). Revenue: JP¥15.4b (up 23% from FY 2022). Net income: JP¥347.0m (up 13% from FY 2022). Profit margin: 2.2% (down from 2.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.공시 • May 04TerraSky Co.,Ltd. to Report Q1, 2024 Results on Jul 14, 2023TerraSky Co.,Ltd. announced that they will report Q1, 2024 results on Jul 14, 2023Reported Earnings • Apr 16Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥27.12 (up from JP¥23.99 in FY 2022). Revenue: JP¥15.4b (up 23% from FY 2022). Net income: JP¥347.0m (up 13% from FY 2022). Profit margin: 2.2% (down from 2.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,884, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 41% over the past three years.Reported Earnings • Jan 17Third quarter 2023 earnings released: EPS: JP¥7.36 (vs JP¥5.33 in 3Q 2022)Third quarter 2023 results: EPS: JP¥7.36 (up from JP¥5.33 in 3Q 2022). Revenue: JP¥4.10b (up 26% from 3Q 2022). Net income: JP¥94.0m (up 38% from 3Q 2022). Profit margin: 2.3% (up from 2.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.공시 • Nov 18TerraSky Co.,Ltd. to Report Q3, 2023 Results on Jan 16, 2023TerraSky Co.,Ltd. announced that they will report Q3, 2023 results on Jan 16, 2023Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. 2 independent directors (4 non-independent directors). Independent Outside Director Umino Shinobu was the last independent director to join the board, commencing their role in 2019. 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 • Oct 17Second quarter 2023 earnings released: EPS: JP¥6.89 (vs JP¥6.12 in 2Q 2022)Second quarter 2023 results: EPS: JP¥6.89 (up from JP¥6.12 in 2Q 2022). Revenue: JP¥3.77b (up 24% from 2Q 2022). Net income: JP¥88.0m (up 13% from 2Q 2022). Profit margin: 2.3% (down from 2.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.공시 • Aug 12TerraSky Co.,Ltd. to Report Q2, 2023 Results on Oct 14, 2022TerraSky Co.,Ltd. announced that they will report Q2, 2023 results on Oct 14, 2022Reported Earnings • Jul 17First quarter 2023 earnings released: EPS: JP¥3.83 (vs JP¥4.16 in 1Q 2022)First quarter 2023 results: EPS: JP¥3.83 (down from JP¥4.16 in 1Q 2022). Revenue: JP¥3.54b (up 26% from 1Q 2022). Net income: JP¥49.0m (down 7.5% from 1Q 2022). Profit margin: 1.4% (down from 1.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 27%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 03Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥23.99 (down from JP¥194 in FY 2021). Revenue: JP¥12.6b (up 13% from FY 2021). Net income: JP¥306.0m (down 88% from FY 2021). Profit margin: 2.4% (down from 22% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 26%, compared to a 8.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 1% per year.공시 • May 29TerraSky Co.,Ltd. to Report Q1, 2023 Results on Jul 15, 2022TerraSky Co.,Ltd. announced that they will report Q1, 2023 results on Jul 15, 2022Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Umino Shinobu was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 16TerraSky Co.,Ltd., Annual General Meeting, May 27, 2022TerraSky Co.,Ltd., Annual General Meeting, May 27, 2022.Reported Earnings • Apr 15Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥23.99 (down from JP¥194 in FY 2021). Revenue: JP¥12.6b (up 13% from FY 2021). Net income: JP¥306.0m (down 88% from FY 2021). Profit margin: 2.4% (down from 22% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 17%, compared to a 7.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 5% per year.공시 • Apr 08TerraSky Co.,Ltd. to Report Fiscal Year 2022 Results on Apr 14, 2022TerraSky Co.,Ltd. announced that they will report fiscal year 2022 results on Apr 14, 2022Reported Earnings • Jan 16Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥5.33 (down from JP¥5.43 in 3Q 2021). Revenue: JP¥3.25b (up 20% from 3Q 2021). Net income: JP¥68.0m (down 1.4% from 3Q 2021). Profit margin: 2.1% (down from 2.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 5.0%. Earnings per share (EPS) missed analyst estimates by 5.0%. Over the next year, revenue is forecast to grow 18%, compared to a 7.3% growth forecast for the 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 fallen by 5% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Nov 30Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥2,049, the stock trades at a trailing P/E ratio of 71.7x. Average trailing P/E is 20x in the IT industry in Japan. Total returns to shareholders of 14% over the past three years.Reported Earnings • Oct 16Second quarter 2022 earnings released: EPS JP¥6.12 (vs JP¥7.67 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥3.03b (up 15% from 2Q 2021). Net income: JP¥78.0m (down 20% from 2Q 2021). Profit margin: 2.6% (down from 3.7% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥2,160, the stock trades at a forward P/E ratio of 81x. Average forward P/E is 25x in the IT industry in Japan. Total returns to shareholders of 19% over the past three years.Reported Earnings • Jul 18First quarter 2022 earnings released: EPS JP¥4.16 (vs JP¥169 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.80b (down 4.3% from 1Q 2021). Net income: JP¥53.0m (down 98% from 1Q 2021). Profit margin: 1.9% (down from 73% in 1Q 2021). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 03Full year 2021 earnings released: EPS JP¥194 (vs JP¥70.27 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥11.1b (up 20% from FY 2020). Net income: JP¥2.46b (up 179% from FY 2020). Profit margin: 22% (up from 9.5% in FY 2020). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 16Full year 2021 earnings released: EPS JP¥194 (vs JP¥70.27 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥11.1b (up 20% from FY 2020). Net income: JP¥2.46b (up 179% from FY 2020). Profit margin: 22% (up from 9.5% in FY 2020). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Mar 03New 90-day low: JP¥3,540The company is down 20% from its price of JP¥4,440 on 03 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is flat over the same period.공시 • Feb 04TerraSky Co.,Ltd. to Report Fiscal Year 2021 Results on Apr 14, 2021TerraSky Co.,Ltd. announced that they will report fiscal year 2021 results on Apr 14, 2021Reported Earnings • Jan 15Third quarter 2021 earnings released: EPS JP¥5.43The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2021 results: Revenue: JP¥2.70b (up 18% from 3Q 2020). Net income: JP¥69.0m (down 42% from 3Q 2020). Profit margin: 2.6% (down from 5.2% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Jan 15New 90-day low: JP¥3,650The company is down 25% from its price of JP¥4,850 on 16 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 5.0% over the same period.Is New 90 Day High Low • Dec 15New 90-day low: JP¥4,225The company is down 8.0% from its price of JP¥4,570 on 16 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 IT industry, which is up 5.0% over the same period.공시 • Aug 09TerraSky Co.,Ltd. to Report Q2, 2021 Results on Oct 15, 2020TerraSky Co.,Ltd. announced that they will report Q2, 2021 results on Oct 15, 2020공시 • Jul 17TerraSky Co.,Ltd. to Report Q1, 2021 Results on Jul 15, 2020TerraSky Co.,Ltd. announced that they will report Q1, 2021 results on Jul 15, 2020매출 및 비용 세부 내역TerraSkyLtd가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:3915 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비28 Feb 2628,0571,5725,913030 Nov 2526,9231,5235,741031 Aug 2526,0971,0585,507031 May 2525,5051,0555,360028 Feb 2524,7091,0185,222030 Nov 2423,3507505,056031 Aug 2422,1305524,918031 May 2420,5934414,684029 Feb 2419,1373004,489030 Nov 2317,9252304,453031 Aug 2317,0733254,218031 May 2316,2563334,011028 Feb 2315,4403473,749030 Nov 2214,9043383,426031 Aug 2214,0533123,219031 May 2213,3143023,085028 Feb 2212,5783062,946030 Nov 2111,9673642,852031 Aug 2111,4173652,716031 May 2111,0193842,576028 Feb 2111,1442,4592,513030 Nov 2010,8112,4192,422031 Aug 2010,4062,4692,347031 May 2010,1022,4952,324029 Feb 209,3008802,170030 Nov 198,6228481,997031 Aug 197,9757491,902031 May 197,1776861,753028 Feb 196,5581561,742030 Nov 185,9951021,633031 Aug 185,6121361,524031 May 185,2871221,463028 Feb 184,8641711,328030 Nov 174,6462131,305031 Aug 174,3121831,283031 May 173,9151471,191028 Feb 173,5341281,120030 Nov 163,1181221,020031 Aug 162,895154913031 May 162,650147870029 Feb 162,479150804030 Nov 152,3331487580양질의 수익: 3915는 ¥558.0M 규모의 큰 일회성 이익이 있어 28th February, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.이익 마진 증가: 3915의 현재 순 이익률 (5.6%)은 지난해 (4.1%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 3915의 수익은 지난 5년 동안 연평균 14.7% 증가했습니다.성장 가속화: 지난 1년간 3915 의 수익 증가율(54.5%)은 연간 평균(14.7%)을 초과합니다.수익 대 산업: 3915의 지난 1년 수익 증가율(54.5%)은 IT 업계의 14%를 상회했습니다.자기자본이익률높은 ROE: 3915의 자본 수익률(11.6%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YSoftware 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 18:59종가2026/05/21 00:00수익2026/02/28연간 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 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 소스TerraSky Co.,Ltd.는 3명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Makoto UenoDaiwa Securities Co. Ltd.Teruo IsozakiIchiyoshi Research Institute Inc.null nullStorm Research Limited
분석 기사 • Apr 22TerraSkyLtd's (TSE:3915) Earnings Are Weaker Than They SeemTerraSky Co.,Ltd.'s ( TSE:3915 ) stock was strong after they recently reported robust earnings. However, our analysis...
Reported Earnings • Apr 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥122 (up from JP¥78.91 in FY 2025). Revenue: JP¥28.1b (up 14% from FY 2025). Net income: JP¥1.57b (up 54% from FY 2025). Profit margin: 5.6% (up from 4.1% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
공시 • Apr 07TerraSky Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026TerraSky Co.,Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026
Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥51.28 (vs JP¥15.32 in 3Q 2025)Third quarter 2026 results: EPS: JP¥51.28 (up from JP¥15.32 in 3Q 2025). Revenue: JP¥7.00b (up 13% from 3Q 2025). Net income: JP¥662.0m (up 235% from 3Q 2025). Profit margin: 9.5% (up from 3.2% in 3Q 2025). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
공시 • Nov 27TerraSky Co.,Ltd. to Report Q3, 2026 Results on Jan 14, 2026TerraSky Co.,Ltd. announced that they will report Q3, 2026 results on Jan 14, 2026
Reported Earnings • Oct 16Second quarter 2026 earnings released: EPS: JP¥15.02 (vs JP¥14.82 in 2Q 2025)Second quarter 2026 results: EPS: JP¥15.02 (up from JP¥14.82 in 2Q 2025). Revenue: JP¥6.71b (up 9.7% from 2Q 2025). Net income: JP¥193.8m (up 1.5% from 2Q 2025). Profit margin: 2.9% (down from 3.1% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,044, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the IT industry in Japan. Total loss to shareholders of 18% over the past three years.
분석 기사 • Apr 22TerraSkyLtd's (TSE:3915) Earnings Are Weaker Than They SeemTerraSky Co.,Ltd.'s ( TSE:3915 ) stock was strong after they recently reported robust earnings. However, our analysis...
New Risk • Apr 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.7% 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 0.7% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
Reported Earnings • Apr 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥122 (up from JP¥78.91 in FY 2025). Revenue: JP¥28.1b (up 14% from FY 2025). Net income: JP¥1.57b (up 54% from FY 2025). Profit margin: 5.6% (up from 4.1% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
공시 • Apr 14TerraSky Co.,Ltd., Annual General Meeting, May 27, 2026TerraSky Co.,Ltd., Annual General Meeting, May 27, 2026.
Buy Or Sell Opportunity • Apr 13Now 24% overvaluedOver the last 90 days, the stock has fallen 24% to JP¥1,662. The fair value is estimated to be JP¥1,344, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 58%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to decline by 2.3% in the next 2 years.
공시 • Apr 07TerraSky Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026TerraSky Co.,Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026
Buy Or Sell Opportunity • Mar 24Now 22% overvaluedOver the last 90 days, the stock has fallen 23% to JP¥1,596. The fair value is estimated to be JP¥1,306, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 58%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to decline by 2.3% in the next 2 years.
Buy Or Sell Opportunity • Mar 05Now 24% overvaluedOver the last 90 days, the stock has fallen 22% to JP¥1,613. The fair value is estimated to be JP¥1,301, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 58%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to decline by 2.3% in the next 2 years.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,545, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the IT industry in Japan. Total loss to shareholders of 20% over the past three years.
Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥51.28 (vs JP¥15.32 in 3Q 2025)Third quarter 2026 results: EPS: JP¥51.28 (up from JP¥15.32 in 3Q 2025). Revenue: JP¥7.00b (up 13% from 3Q 2025). Net income: JP¥662.0m (up 235% from 3Q 2025). Profit margin: 9.5% (up from 3.2% in 3Q 2025). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
공시 • Jan 14Terrasky Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026TerraSky Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2026. For the period, the company expects net sales of JPY 27,901 million, operating profit of JPY 1,402 million, profit attributable to owners of parent of JPY 1,366 million and basic earnings per share of JPY 105.89.
공시 • Nov 27TerraSky Co.,Ltd. to Report Q3, 2026 Results on Jan 14, 2026TerraSky Co.,Ltd. announced that they will report Q3, 2026 results on Jan 14, 2026
Reported Earnings • Oct 16Second quarter 2026 earnings released: EPS: JP¥15.02 (vs JP¥14.82 in 2Q 2025)Second quarter 2026 results: EPS: JP¥15.02 (up from JP¥14.82 in 2Q 2025). Revenue: JP¥6.71b (up 9.7% from 2Q 2025). Net income: JP¥193.8m (up 1.5% from 2Q 2025). Profit margin: 2.9% (down from 3.1% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공시 • Oct 10TerraSky Co.,Ltd. (TSE:3915) acquired an additional 0.54% stake in Kitalive Inc. (SPSE:5039) for ¥7 million.TerraSky Co.,Ltd. (TSE:3915) acquired an additional 0.54% stake in Kitalive Inc. (SPSE:5039) for ¥7 million on October 10, 2025. TerraSky Co.,Ltd. held 49.48% before the acquisition. TerraSky Co.,Ltd. (TSE:3915) completed the acquisition of an additional 0.54% stake in Kitalive Inc. (SPSE:5039) on October 10, 2025.
공시 • Aug 27TerraSky Co.,Ltd. to Report Q2, 2026 Results on Oct 15, 2025TerraSky Co.,Ltd. announced that they will report Q2, 2026 results on Oct 15, 2025
Reported Earnings • Jul 16First quarter 2026 earnings released: EPS: JP¥16.51 (vs JP¥13.64 in 1Q 2025)First quarter 2026 results: EPS: JP¥16.51 (up from JP¥13.64 in 1Q 2025). Revenue: JP¥6.61b (up 14% from 1Q 2025). Net income: JP¥213.2m (up 21% from 1Q 2025). Profit margin: 3.2% (up from 3.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥3,130, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 118% over the past three years.
Reported Earnings • Jun 04Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥78.91 (up from JP¥23.34 in FY 2024). Revenue: JP¥24.7b (up 29% from FY 2024). Net income: JP¥1.02b (up 239% from FY 2024). Profit margin: 4.1% (up from 1.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 36%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
공시 • Apr 29TerraSky Co.,Ltd. to Report Q1, 2026 Results on Jul 15, 2025TerraSky Co.,Ltd. announced that they will report Q1, 2026 results on Jul 15, 2025
Reported Earnings • Apr 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥78.91 (up from JP¥23.34 in FY 2024). Revenue: JP¥24.7b (up 29% from FY 2024). Net income: JP¥1.02b (up 239% from FY 2024). Profit margin: 4.1% (up from 1.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 36%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 6.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
공시 • Apr 14+ 1 more updateTerraSky Co.,Ltd., Annual General Meeting, May 30, 2025TerraSky Co.,Ltd., Annual General Meeting, May 30, 2025.
New Risk • Apr 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.
분석 기사 • Apr 07The Price Is Right For TerraSky Co.,Ltd. (TSE:3915) Even After Diving 30%Unfortunately for some shareholders, the TerraSky Co.,Ltd. ( TSE:3915 ) share price has dived 30% in the last thirty...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥1,581, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the IT industry in Japan. Total returns to shareholders of 3.3% over the past three years.
분석 기사 • Apr 04With EPS Growth And More, TerraSkyLtd (TSE:3915) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
공시 • Feb 03TerraSky Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 14, 2025TerraSky Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 14, 2025
Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥15.26 (vs JP¥0.078 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥15.26 (up from JP¥0.078 loss in 3Q 2024). Revenue: JP¥6.17b (up 25% from 3Q 2024). Net income: JP¥197.0m (up JP¥198.0m from 3Q 2024). Profit margin: 3.2% (up from 0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 21% per year.
분석 기사 • Jan 06TerraSky Co.,Ltd. (TSE:3915) Stocks Shoot Up 26% But Its P/E Still Looks ReasonableTerraSky Co.,Ltd. ( TSE:3915 ) shareholders would be excited to see that the share price has had a great month, posting...
Reported Earnings • Oct 18Second quarter 2025 earnings released: EPS: JP¥14.82 (vs JP¥6.23 in 2Q 2024)Second quarter 2025 results: EPS: JP¥14.82 (up from JP¥6.23 in 2Q 2024). Revenue: JP¥6.12b (up 34% from 2Q 2024). Net income: JP¥191.0m (up 139% from 2Q 2024). Profit margin: 3.1% (up from 1.7% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공시 • Oct 16TerraSky Co.,Ltd. Provides Consolidated Financial Guidance for the Year Ending February 28, 2025TerraSky Co.,Ltd. provided consolidated financial guidance for the year ending February 28, 2025. For the period, the company expects Net sales of JPY 24,024 million, Operating profit of JPY 905 million, Profit attributable to owners of parent of JPY 565 million and Earnings per share of JPY 44.02.
분석 기사 • Sep 01Earnings Tell The Story For TerraSky Co.,Ltd. (TSE:3915) As Its Stock Soars 26%TerraSky Co.,Ltd. ( TSE:3915 ) shareholders have had their patience rewarded with a 26% share price jump in the last...
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,364, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 17% over the past three years.
분석 기사 • Aug 08TerraSkyLtd (TSE:3915) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥1,667, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 14% over the past three years.
공시 • Jul 31TerraSky Co.,Ltd. to Report Q2, 2025 Results on Oct 15, 2024TerraSky Co.,Ltd. announced that they will report Q2, 2025 results on Oct 15, 2024
Reported Earnings • Jul 16First quarter 2025 earnings released: EPS: JP¥13.64 (vs JP¥2.73 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.64 (up from JP¥2.73 in 1Q 2024). Revenue: JP¥5.81b (up 33% from 1Q 2024). Net income: JP¥176.0m (up 403% from 1Q 2024). Profit margin: 3.0% (up from 0.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 1% per year.
Reported Earnings • Jun 06Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥23.34 (down from JP¥27.12 in FY 2023). Revenue: JP¥19.1b (up 24% from FY 2023). Net income: JP¥300.0m (down 14% from FY 2023). Profit margin: 1.6% (down from 2.2% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.
공시 • May 29TerraSky Co.,Ltd. to Report Q1, 2025 Results on Jul 12, 2024TerraSky Co.,Ltd. announced that they will report Q1, 2025 results on Jul 12, 2024
분석 기사 • Apr 16Investors Still Aren't Entirely Convinced By TerraSky Co.,Ltd.'s (TSE:3915) Revenues Despite 37% Price JumpTerraSky Co.,Ltd. ( TSE:3915 ) shareholders have had their patience rewarded with a 37% share price jump in the last...
New Risk • Apr 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.9% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.9% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (1.6% net profit margin).
공시 • Apr 14TerraSky Co.,Ltd., Annual General Meeting, May 31, 2024TerraSky Co.,Ltd., Annual General Meeting, May 31, 2024.
Reported Earnings • Apr 14Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥23.34 (down from JP¥27.12 in FY 2023). Revenue: JP¥19.1b (up 24% from FY 2023). Net income: JP¥300.0m (down 14% from FY 2023). Profit margin: 1.6% (down from 2.2% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 41 percentage points per year, which is a significant difference in performance.
공시 • Jan 31TerraSky Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 12, 2024TerraSky Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 12, 2024
Reported Earnings • Jan 16Third quarter 2024 earnings released: JP¥0.078 loss per share (vs JP¥7.36 profit in 3Q 2023)Third quarter 2024 results: JP¥0.078 loss per share (down from JP¥7.36 profit in 3Q 2023). Revenue: JP¥4.95b (up 21% from 3Q 2023). Net loss: JP¥1.00m (down 101% from profit in 3Q 2023). Profit margin: 0% (down from 2.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
공시 • Dec 02TerraSky Co.,Ltd. to Report Q3, 2024 Results on Jan 15, 2024TerraSky Co.,Ltd. announced that they will report Q3, 2024 results on Jan 15, 2024
Valuation Update With 7 Day Price Move • Oct 23Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,431, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 70% over the past three years.
Reported Earnings • Oct 18Second quarter 2024 earnings released: EPS: JP¥6.23 (vs JP¥6.89 in 2Q 2023)Second quarter 2024 results: EPS: JP¥6.23 (down from JP¥6.89 in 2Q 2023). Revenue: JP¥4.58b (up 22% from 2Q 2023). Net income: JP¥80.0m (down 9.1% from 2Q 2023). Profit margin: 1.7% (down from 2.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
공시 • Jul 30TerraSky Co.,Ltd. to Report Q2, 2024 Results on Oct 13, 2023TerraSky Co.,Ltd. announced that they will report Q2, 2024 results on Oct 13, 2023
Valuation Update With 7 Day Price Move • Jul 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,055, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 58% over the past three years.
Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥2.73 (vs JP¥3.83 in 1Q 2023)First quarter 2024 results: EPS: JP¥2.73 (down from JP¥3.83 in 1Q 2023). Revenue: JP¥4.35b (up 23% from 1Q 2023). Net income: JP¥35.0m (down 29% from 1Q 2023). Profit margin: 0.8% (down from 1.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jun 02Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥27.12 (up from JP¥23.99 in FY 2022). Revenue: JP¥15.4b (up 23% from FY 2022). Net income: JP¥347.0m (up 13% from FY 2022). Profit margin: 2.2% (down from 2.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
공시 • May 04TerraSky Co.,Ltd. to Report Q1, 2024 Results on Jul 14, 2023TerraSky Co.,Ltd. announced that they will report Q1, 2024 results on Jul 14, 2023
Reported Earnings • Apr 16Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥27.12 (up from JP¥23.99 in FY 2022). Revenue: JP¥15.4b (up 23% from FY 2022). Net income: JP¥347.0m (up 13% from FY 2022). Profit margin: 2.2% (down from 2.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,884, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 41% over the past three years.
Reported Earnings • Jan 17Third quarter 2023 earnings released: EPS: JP¥7.36 (vs JP¥5.33 in 3Q 2022)Third quarter 2023 results: EPS: JP¥7.36 (up from JP¥5.33 in 3Q 2022). Revenue: JP¥4.10b (up 26% from 3Q 2022). Net income: JP¥94.0m (up 38% from 3Q 2022). Profit margin: 2.3% (up from 2.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
공시 • Nov 18TerraSky Co.,Ltd. to Report Q3, 2023 Results on Jan 16, 2023TerraSky Co.,Ltd. announced that they will report Q3, 2023 results on Jan 16, 2023
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. 2 independent directors (4 non-independent directors). Independent Outside Director Umino Shinobu was the last independent director to join the board, commencing their role in 2019. 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 • Oct 17Second quarter 2023 earnings released: EPS: JP¥6.89 (vs JP¥6.12 in 2Q 2022)Second quarter 2023 results: EPS: JP¥6.89 (up from JP¥6.12 in 2Q 2022). Revenue: JP¥3.77b (up 24% from 2Q 2022). Net income: JP¥88.0m (up 13% from 2Q 2022). Profit margin: 2.3% (down from 2.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
공시 • Aug 12TerraSky Co.,Ltd. to Report Q2, 2023 Results on Oct 14, 2022TerraSky Co.,Ltd. announced that they will report Q2, 2023 results on Oct 14, 2022
Reported Earnings • Jul 17First quarter 2023 earnings released: EPS: JP¥3.83 (vs JP¥4.16 in 1Q 2022)First quarter 2023 results: EPS: JP¥3.83 (down from JP¥4.16 in 1Q 2022). Revenue: JP¥3.54b (up 26% from 1Q 2022). Net income: JP¥49.0m (down 7.5% from 1Q 2022). Profit margin: 1.4% (down from 1.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 27%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 03Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥23.99 (down from JP¥194 in FY 2021). Revenue: JP¥12.6b (up 13% from FY 2021). Net income: JP¥306.0m (down 88% from FY 2021). Profit margin: 2.4% (down from 22% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 26%, compared to a 8.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 1% per year.
공시 • May 29TerraSky Co.,Ltd. to Report Q1, 2023 Results on Jul 15, 2022TerraSky Co.,Ltd. announced that they will report Q1, 2023 results on Jul 15, 2022
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Umino Shinobu was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 16TerraSky Co.,Ltd., Annual General Meeting, May 27, 2022TerraSky Co.,Ltd., Annual General Meeting, May 27, 2022.
Reported Earnings • Apr 15Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥23.99 (down from JP¥194 in FY 2021). Revenue: JP¥12.6b (up 13% from FY 2021). Net income: JP¥306.0m (down 88% from FY 2021). Profit margin: 2.4% (down from 22% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 17%, compared to a 7.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 5% per year.
공시 • Apr 08TerraSky Co.,Ltd. to Report Fiscal Year 2022 Results on Apr 14, 2022TerraSky Co.,Ltd. announced that they will report fiscal year 2022 results on Apr 14, 2022
Reported Earnings • Jan 16Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥5.33 (down from JP¥5.43 in 3Q 2021). Revenue: JP¥3.25b (up 20% from 3Q 2021). Net income: JP¥68.0m (down 1.4% from 3Q 2021). Profit margin: 2.1% (down from 2.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 5.0%. Earnings per share (EPS) missed analyst estimates by 5.0%. Over the next year, revenue is forecast to grow 18%, compared to a 7.3% growth forecast for the 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 fallen by 5% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Nov 30Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥2,049, the stock trades at a trailing P/E ratio of 71.7x. Average trailing P/E is 20x in the IT industry in Japan. Total returns to shareholders of 14% over the past three years.
Reported Earnings • Oct 16Second quarter 2022 earnings released: EPS JP¥6.12 (vs JP¥7.67 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥3.03b (up 15% from 2Q 2021). Net income: JP¥78.0m (down 20% from 2Q 2021). Profit margin: 2.6% (down from 3.7% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥2,160, the stock trades at a forward P/E ratio of 81x. Average forward P/E is 25x in the IT industry in Japan. Total returns to shareholders of 19% over the past three years.
Reported Earnings • Jul 18First quarter 2022 earnings released: EPS JP¥4.16 (vs JP¥169 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.80b (down 4.3% from 1Q 2021). Net income: JP¥53.0m (down 98% from 1Q 2021). Profit margin: 1.9% (down from 73% in 1Q 2021). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 03Full year 2021 earnings released: EPS JP¥194 (vs JP¥70.27 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥11.1b (up 20% from FY 2020). Net income: JP¥2.46b (up 179% from FY 2020). Profit margin: 22% (up from 9.5% in FY 2020). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 16Full year 2021 earnings released: EPS JP¥194 (vs JP¥70.27 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥11.1b (up 20% from FY 2020). Net income: JP¥2.46b (up 179% from FY 2020). Profit margin: 22% (up from 9.5% in FY 2020). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Mar 03New 90-day low: JP¥3,540The company is down 20% from its price of JP¥4,440 on 03 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is flat over the same period.
공시 • Feb 04TerraSky Co.,Ltd. to Report Fiscal Year 2021 Results on Apr 14, 2021TerraSky Co.,Ltd. announced that they will report fiscal year 2021 results on Apr 14, 2021
Reported Earnings • Jan 15Third quarter 2021 earnings released: EPS JP¥5.43The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2021 results: Revenue: JP¥2.70b (up 18% from 3Q 2020). Net income: JP¥69.0m (down 42% from 3Q 2020). Profit margin: 2.6% (down from 5.2% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Jan 15New 90-day low: JP¥3,650The company is down 25% from its price of JP¥4,850 on 16 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 5.0% over the same period.
Is New 90 Day High Low • Dec 15New 90-day low: JP¥4,225The company is down 8.0% from its price of JP¥4,570 on 16 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 IT industry, which is up 5.0% over the same period.
공시 • Aug 09TerraSky Co.,Ltd. to Report Q2, 2021 Results on Oct 15, 2020TerraSky Co.,Ltd. announced that they will report Q2, 2021 results on Oct 15, 2020
공시 • Jul 17TerraSky Co.,Ltd. to Report Q1, 2021 Results on Jul 15, 2020TerraSky Co.,Ltd. announced that they will report Q1, 2021 results on Jul 15, 2020