View Financial HealthOMRON 배당 및 자사주 매입배당 기준 점검 2/6OMRON 수익으로 충분히 충당되는 현재 수익률 1.66% 보유한 배당금 지급 회사입니다. 다음 지급일은 25th June, 2026 이며 배당락일은 다음과 같습니다. 30th March, 2026.핵심 정보1.7%배당 수익률0.1%자사주 매입 수익률총 주주 수익률1.8%미래 배당 수익률1.7%배당 성장률4.3%다음 배당 지급일25 Jun 26배당락일30 Mar 26주당 배당금n/a배당 성향87%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Mar 23Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is on the higher end at 87%, and the cash payout ratio is above 100%. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Declared Dividend • Dec 03First half dividend of JP¥52.00 announcedShareholders will receive a dividend of JP¥52.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (36% earnings payout ratio) but not covered by cash flows (203% cash payout ratio). The dividend has increased by an average of 2.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Sep 22Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 63% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Declared Dividend • Jul 21Final dividend of JP¥52.00 announcedDividend of JP¥52.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (126% earnings payout ratio) nor is it covered by cash flows (302% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 40% to bring the payout ratio under control. EPS is expected to grow by 97% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Upcoming Dividend • Mar 21Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).Declared Dividend • Dec 04First half dividend of JP¥52.00 announcedDividend of JP¥52.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 23rd June 2025 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.6% per year over the past 10 years. However, payments have been volatile during that time.모든 업데이트 보기Recent updates공지 • Apr 23OMRON Corporation to Report Fiscal Year 2026 Results on May 13, 2026OMRON Corporation announced that they will report fiscal year 2026 results on May 13, 2026Buy Or Sell Opportunity • Mar 30Now 22% undervaluedOver the last 90 days, the stock has risen 9.3% to JP¥4,328. The fair value is estimated to be JP¥5,543, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.7% over the last 3 years. Earnings per share has declined by 55%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.Upcoming Dividend • Mar 23Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is on the higher end at 87%, and the cash payout ratio is above 100%. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (345% cash payout ratio). Share price has been volatile over the past 3 months (5.7% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Feb 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥5,524, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 17x in the Electronic industry in Japan. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,309 per share.Reported Earnings • Feb 06Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: JP¥26.91 (down from JP¥53.33 in 3Q 2025). Revenue: JP¥220.8b (up 7.7% from 3Q 2025). Net income: JP¥5.29b (down 50% from 3Q 2025). Profit margin: 2.4% (down from 5.1% in 3Q 2025). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 53%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.공지 • Dec 26OMRON Corporation to Report Q3, 2026 Results on Feb 05, 2026OMRON Corporation announced that they will report Q3, 2026 results on Feb 05, 2026공지 • Dec 05FairCap GmbH acquired Omron Automotive Electronics Italy Srl from OMRON Corporation (TSE:6645).FairCap GmbH acquired Omron Automotive Electronics Italy Srl from OMRON Corporation (TSE:6645) on November 28, 2025. As part of this strategic sale, Omron Automotive Electronics Italy Srl has been rebranded as OBITEC S.r.l. ("OBITEC"), effective as of 1 December 2025. FairCap GmbH completed the acquisition of Omron Automotive Electronics Italy Srl from OMRON Corporation (TSE:6645) on November 28, 2025.Declared Dividend • Dec 03First half dividend of JP¥52.00 announcedShareholders will receive a dividend of JP¥52.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (36% earnings payout ratio) but not covered by cash flows (203% cash payout ratio). The dividend has increased by an average of 2.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • Dec 01New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 43% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (203% cash payout ratio). Large one-off items impacting financial results.Reported Earnings • Nov 08Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: JP¥11.34 (down from JP¥32.07 in 2Q 2025). Revenue: JP¥204.0b (up 6.8% from 2Q 2025). Net income: JP¥2.23b (down 65% from 2Q 2025). Profit margin: 1.1% (down from 3.3% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 72%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic 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 17% per year, which means it has not declined as severely as earnings.공지 • Sep 30OMRON Corporation to Report Q2, 2026 Results on Nov 07, 2025OMRON Corporation announced that they will report Q2, 2026 results on Nov 07, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 63% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).공지 • Sep 19OMRON Corporation (TSE:6645) entered into stock purchase agreement to acquire remaining 70% stake in iCARE Co., Ltd.OMRON Corporation (TSE:6645) entered into stock purchase agreement to acquire remaining 70% stake in iCARE Co., Ltd. on September 18, 2025. Upon completion, OMRON Corporation will own 100% stake in iCARE Co., Ltd. The expected completion of the transaction is October 1, 2025.Buy Or Sell Opportunity • Aug 25Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.0% to JP¥3,867. The fair value is estimated to be JP¥3,186, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Reported Earnings • Aug 07First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: JP¥34.62 (up from JP¥48.88 loss in 1Q 2025). Revenue: JP¥189.5b (up 3.1% from 1Q 2025). Net income: JP¥6.82b (up JP¥16.4b from 1Q 2025). Profit margin: 3.6% (up from net loss in 1Q 2025). The move to profitability was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 24%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Declared Dividend • Jul 21Final dividend of JP¥52.00 announcedDividend of JP¥52.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (126% earnings payout ratio) nor is it covered by cash flows (302% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 40% to bring the payout ratio under control. EPS is expected to grow by 97% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.New Risk • Jul 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 275% Cash payout ratio: 302% Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Large one-off items impacting financial results.공지 • Jul 08Japan Activation Capital, Inc. has entered into a strategic partnership agreement to acquire an unknown minority stake in OMRON Corporation (TSE:6645).Japan Activation Capital, Inc. has entered into a strategic partnership agreement to acquire an unknown minority stake in OMRON Corporation (TSE:6645) on July 7, 2025. JAC holds shares in OMRON through its managed funds.Reported Earnings • Jun 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥82.64 (up from JP¥41.17 in FY 2024). Revenue: JP¥801.8b (down 2.1% from FY 2024). Net income: JP¥16.3b (up 101% from FY 2024). Profit margin: 2.0% (up from 1.0% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.공지 • Jun 26OMRON Corporation to Report Q1, 2026 Results on Aug 06, 2025OMRON Corporation announced that they will report Q1, 2026 results on Aug 06, 2025분석 기사 • May 24Is OMRON Corporation (TSE:6645) Potentially Undervalued?While OMRON Corporation ( TSE:6645 ) might not have the largest market cap around , it received a lot of attention from...분석 기사 • May 11OMRON Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextLast week, you might have seen that OMRON Corporation ( TSE:6645 ) released its annual result to the market. The early...Reported Earnings • May 09Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥82.64 (up from JP¥41.17 in FY 2024). Revenue: JP¥801.8b (down 2.1% from FY 2024). Net income: JP¥16.3b (up 101% from FY 2024). Profit margin: 2.0% (up from 1.0% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.공지 • May 08OMRON Corporation, Annual General Meeting, Jun 24, 2025OMRON Corporation, Annual General Meeting, Jun 24, 2025.Buy Or Sell Opportunity • Apr 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to JP¥3,735. The fair value is estimated to be JP¥4,703, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 55%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 41% per annum over the same time period.공지 • Mar 26OMRON Corporation to Report Fiscal Year 2025 Results on May 08, 2025OMRON Corporation announced that they will report fiscal year 2025 results on May 08, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).Reported Earnings • Feb 11Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: JP¥53.33 (up from JP¥8.98 in 3Q 2024). Revenue: JP¥205.1b (down 1.1% from 3Q 2024). Net income: JP¥10.5b (up 494% from 3Q 2024). Profit margin: 5.1% (up from 0.9% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 55% 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.공지 • Feb 10OMRON Corporation Revises Earnings Guidance for the Full Year Ending March 31, 2025OMRON Corporation revised earnings guidance for the full year ending March 31, 2025. For the period, the company expects Net sales of JPY 805,000 million, Operating income of JPY 54,000 million, Net income attributable to shareholders of JPY 12,500 million and Net income per share attributable to shareholders, basic of JPY 63.48 compared to previously forecasted Net sales of JPY 805,000 million, Operating income of JPY 52,000 million, Net income attributable to shareholders of JPY 11,000 million and Net income per share attributable to shareholders of JPY 55.87.공지 • Jan 03OMRON Corporation to Report Q3, 2025 Results on Feb 10, 2025OMRON Corporation announced that they will report Q3, 2025 results on Feb 10, 2025Declared Dividend • Dec 04First half dividend of JP¥52.00 announcedDividend of JP¥52.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 23rd June 2025 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.6% per year over the past 10 years. However, payments have been volatile during that time.Reported Earnings • Nov 07Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: JP¥32.04 (up from JP¥37.16 loss in 2Q 2024). Revenue: JP¥190.9b (down 3.2% from 2Q 2024). Net income: JP¥6.31b (up JP¥13.6b from 2Q 2024). Profit margin: 3.3% (up from net loss in 2Q 2024). Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.공지 • Sep 26OMRON Corporation to Report Q2, 2025 Results on Nov 06, 2024OMRON Corporation announced that they will report Q2, 2025 results on Nov 06, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).Buy Or Sell Opportunity • Sep 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥5,980. The fair value is estimated to be JP¥4,952, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Aug 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to JP¥4,535. The fair value is estimated to be JP¥5,696, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Aug 03First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: JP¥48.88 loss per share (down from JP¥68.07 profit in 1Q 2024). Revenue: JP¥183.7b (down 9.7% from 1Q 2024). Net loss: JP¥9.63b (down 172% from profit in 1Q 2024). Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Declared Dividend • Jul 17Final dividend of JP¥52.00 announcedShareholders will receive a dividend of JP¥52.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (253% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 181% to bring the payout ratio under control. EPS is expected to grow by 160% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.공지 • Jul 05OMRON Corporation (TSE:6645) acquired 30% stake in iCARE Co., Ltd.OMRON Corporation (TSE:6645) acquired 30% stake in iCARE Co., Ltd. on July 2, 2024.OMRON Corporation (TSE:6645) completed the acquisition of 30% stake in iCARE Co., Ltd. on July 2, 2024.공지 • Jun 27OMRON Corporation to Report Q1, 2025 Results on Aug 02, 2024OMRON Corporation announced that they will report Q1, 2025 results on Aug 02, 2024Reported Earnings • Jun 26Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥41.17 (down from JP¥372 in FY 2023). Revenue: JP¥818.8b (down 6.5% from FY 2023). Net income: JP¥8.11b (down 89% from FY 2023). Profit margin: 1.0% (down from 8.4% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 14% per year.Major Estimate Revision • Jun 08Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥74.63 to JP¥66.67 per share. Revenue forecast steady at JP¥857.5b. Net income forecast to grow 57% next year vs 13% growth forecast for Electronic industry in Japan. Consensus price target of JP¥6,167 unchanged from last update. Share price was steady at JP¥5,165 over the past week.공지 • May 10OMRON Corporation, Annual General Meeting, Jun 20, 2024OMRON Corporation, Annual General Meeting, Jun 20, 2024.Reported Earnings • May 09Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥41.17 (down from JP¥372 in FY 2023). Revenue: JP¥818.8b (down 6.5% from FY 2023). Net income: JP¥8.11b (down 89% from FY 2023). Profit margin: 1.0% (down from 8.4% in FY 2023). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year and the company’s share price has also fallen by 9% per year.공지 • May 09OMRON Corporation Provides Earnings Guidance for the Fiscal Year Ending March 31, 2025OMRON Corporation provided earnings guidance for the full year ending March 31, 2025. For the year, company expects Net sales of JPY 825,000 million, Operating income of JPY 49,000 million, Net income attributable to shareholders of JPY 8,500 million and Net income per share attributable to shareholders, basic of JPY 43.17 per share.Major Estimate Revision • May 09Consensus EPS estimates fall by 47%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥167 to JP¥89.28 per share. Revenue forecast steady at JP¥858.2b. Net income forecast to shrink 11% next year vs 12% growth forecast for Electronic industry in Japan . Consensus price target of JP¥6,300 unchanged from last update. Share price rose 11% to JP¥6,013 over the past week.공지 • Mar 28OMRON Corporation to Report Fiscal Year 2024 Results on May 08, 2024OMRON Corporation announced that they will report fiscal year 2024 results on May 08, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is on the higher end at 95%, and the cash payout ratio is above 100%. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).Price Target Changed • Mar 08Price target decreased by 7.8% to JP¥6,433Down from JP¥6,977, the current price target is an average from 12 analysts. New target price is 13% above last closing price of JP¥5,716. Stock is down 26% over the past year. The company is forecast to post earnings per share of JP¥23.70 for next year compared to JP¥372 last year.Price Target Changed • Feb 28Price target decreased by 7.3% to JP¥6,515Down from JP¥7,027, the current price target is an average from 13 analysts. New target price is 16% above last closing price of JP¥5,640. Stock is down 23% over the past year. The company is forecast to post earnings per share of JP¥24.35 for next year compared to JP¥372 last year.Major Estimate Revision • Feb 21Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥87.13 to JP¥65.39 per share. Revenue forecast steady at JP¥835.4b. Net income forecast to grow 18% next year vs 10% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥7,123 to JP¥6,977. Share price rose 6.1% to JP¥5,729 over the past week.공지 • Feb 07OMRON Corporation Revised Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024OMRON Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company now expects net sales of JPY 810.0 billion, operating income of JPY 24.0 billion, net income attributable to company shareholders of JPY 1.5 billion and net income per share attributable to company shareholders of JPY 7.62 against net sales of JPY 850.0 billion, operating income of JPY 45.0 billion, net income attributable to company shareholders of JPY 18.0 billion and net income per share attributable to company shareholders of JPY 91.42 as previously forecasted.Reported Earnings • Feb 07Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: JP¥8.98 (down from JP¥114 in 3Q 2023). Revenue: JP¥207.3b (down 11% from 3Q 2023). Net income: JP¥1.77b (down 92% from 3Q 2023). Profit margin: 0.9% (down from 9.7% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 72%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Feb 06Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.3% to JP¥5,547. The fair value is estimated to be JP¥7,373, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.공지 • Dec 23OMRON Corporation to Report Q3, 2024 Results on Feb 05, 2024OMRON Corporation announced that they will report Q3, 2024 results on Feb 05, 2024Major Estimate Revision • Nov 18Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥200 to JP¥151 per share. Revenue forecast steady at JP¥843.8b. Net income forecast to shrink 15% next year vs 8.6% growth forecast for Electronic industry in Japan . Consensus price target down from JP¥7,346 to JP¥7,196. Share price rose 3.1% to JP¥6,115 over the past week.Price Target Changed • Nov 04Price target decreased by 7.1% to JP¥7,418Down from JP¥7,983, the current price target is an average from 14 analysts. New target price is 32% above last closing price of JP¥5,616. Stock is down 15% over the past year. The company is forecast to post earnings per share of JP¥226 for next year compared to JP¥372 last year.New Risk • Nov 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (146% cash payout ratio). Share price has been volatile over the past 3 months (5.4% average weekly change).Reported Earnings • Oct 29Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: JP¥37.16 loss per share (down from JP¥100 profit in 2Q 2023). Revenue: JP¥197.3b (down 10% from 2Q 2023). Net loss: JP¥7.32b (down 137% from profit in 2Q 2023). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공지 • Oct 29Omron Corporation Provides Earnings Guidance for the Full Year Ending March 31, 2024OMRON Corporation provided earnings guidance for the full Year Ending March 31, 2024. For the year, company expects Net sales of JPY 850,000 million, Operating income of JPY 45,000 million, Net income attributable to shareholders of JPY 18,000 million and Net income per share attributable to shareholders, basic of JPY 91.42 per share.공지 • Oct 27OMRON Corporation Approves Interim Dividend and Revises the Year-End Dividend Forecast for the Fiscal Year Ending March 31, 2024OMRON Corporation resolved to approve a dividend of JPY 52.00 from surplus (interim dividend) with a record date of September 30, 2023. The board also resolved to revise the year-end dividend of JPY 52.00 forecast for the fiscal year ending March 31, 2024.공지 • Oct 12OMRON Corporation (TSE:6645) completed the acquisition of 23.09% stake in JMDC Inc. (TSE:4483) for approximately ¥85.5 billion.OMRON Corporation (TSE:6645) made an offer to acquire 18.52% stake in JMDC Inc. (TSE:4483) for approximately ¥68.6 billion on September 8, 2023. The tender offer price is ¥5,700 per share of common stock. OMRON Corporation is the largest shareholder and a major shareholder holding 20,459,000 shares (ownership ratio: 31.49%) of the JMDC Inc's shares, which make the Company an equity-method affiliate of the Offeror. The Tender Offeror aims to make the JMDC Inc. a consolidated subsidiary through the Tender Offer, set the minimum number of shares sought for purchase as 12,036,700 shares. OMRON Corporation (TSE:6645) completed the acquisition of 23.09% stake in JMDC Inc. (TSE:4483) for approximately ¥85.5 billion on October 10, 2023. On completion, OMRON Corporation acquired 15,000,000 shares and post tender offer number of shares owned after change will stand at 35,459,000 shares representing 54.57% interest in JMDC Inc. held by OMRON Corporation. As a result of the Tender Offer, the JMDC Inc is scheduled to become a consolidated subsidiary of the OMRON Corporation.공지 • Sep 28OMRON Corporation to Report Q2, 2024 Results on Oct 27, 2023OMRON Corporation announced that they will report Q2, 2024 results on Oct 27, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥49.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 24% but the company is paying out more than the cash it is generating. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.4%).공지 • Sep 13OMRON Corporation (TSE:6645) made an offer to acquire 18.52% stake in JMDC Inc. (TSE:4483) for JPY 68.6 billion.OMRON Corporation (TSE:6645) made an offer to acquire 18.52% stake in JMDC Inc. (TSE:4483) for JPY 68.6 billion on September 8, 2023.Reported Earnings • Jul 28First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: JP¥68.06 (up from JP¥39.98 in 1Q 2023). Revenue: JP¥203.4b (up 10% from 1Q 2023). Net income: JP¥13.4b (up 69% from 1Q 2023). Profit margin: 6.6% (up from 4.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) also missed analyst estimates by 10%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공지 • Jun 11OMRON Corporation to Report Q1, 2024 Results on Jul 27, 2023OMRON Corporation announced that they will report Q1, 2024 results on Jul 27, 2023Reported Earnings • Apr 28Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥372 (up from JP¥306 in FY 2022). Revenue: JP¥876.1b (up 15% from FY 2022). Net income: JP¥73.9b (up 20% from FY 2022). Profit margin: 8.4% (up from 8.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 8.5%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥49.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).공지 • Jan 31+ 1 more updateOMRON Corporation Provides Earnings Guidance for the Year Ending March 31, 2023OMRON Corporation provided earnings guidance for the year ending March 31, 2023. For the period ending March 31, 2023, the company expects net sales of JPY 880,000 million, operating income of JPY 95,000 million and net income attributable to shareholders of JPY 64,500 million or JPY 323.83 per basic share.Reported Earnings • Jan 31Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: JP¥114 (up from JP¥61.17 in 3Q 2022). Revenue: JP¥233.6b (up 23% from 3Q 2022). Net income: JP¥22.7b (up 85% from 3Q 2022). Profit margin: 9.7% (up from 6.5% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.2%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 6645 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: 6645 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장OMRON 배당 수익률 vs 시장6645의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (6645)1.7%시장 하위 25% (JP)1.7%시장 상위 25% (JP)3.7%업계 평균 (Electronic)1.2%분석가 예측 (6645) (최대 3년)1.7%주목할만한 배당금: 6645 의 배당금( 1.66% )은 JP 시장에서 배당금 지급자의 하위 25%( 1.7% )와 비교해 주목할 만하지 않습니다.고배당: 6645 의 배당금( 1.66% )은 JP 시장에서 배당금 지급자의 상위 25%( 3.68% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 현재 지불 비율 ( 87.4% )에서 6645 의 지불은 수입으로 충당됩니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 344.6% )이 높기 때문에 6645 의 배당금 지급은 현금 흐름으로 잘 충당되지 않습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YJP 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/08 17:00종가2026/05/08 00:00수익2025/12/31연간 수익2025/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스OMRON Corporation는 26명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Masahiro NakanomyoBarclaysKenjin HottaBofA Global ResearchTakahiro InoueCitigroup Inc23명의 분석가 더 보기
Upcoming Dividend • Mar 23Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is on the higher end at 87%, and the cash payout ratio is above 100%. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Declared Dividend • Dec 03First half dividend of JP¥52.00 announcedShareholders will receive a dividend of JP¥52.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (36% earnings payout ratio) but not covered by cash flows (203% cash payout ratio). The dividend has increased by an average of 2.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 63% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Declared Dividend • Jul 21Final dividend of JP¥52.00 announcedDividend of JP¥52.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (126% earnings payout ratio) nor is it covered by cash flows (302% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 40% to bring the payout ratio under control. EPS is expected to grow by 97% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
Declared Dividend • Dec 04First half dividend of JP¥52.00 announcedDividend of JP¥52.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 23rd June 2025 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.6% per year over the past 10 years. However, payments have been volatile during that time.
공지 • Apr 23OMRON Corporation to Report Fiscal Year 2026 Results on May 13, 2026OMRON Corporation announced that they will report fiscal year 2026 results on May 13, 2026
Buy Or Sell Opportunity • Mar 30Now 22% undervaluedOver the last 90 days, the stock has risen 9.3% to JP¥4,328. The fair value is estimated to be JP¥5,543, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.7% over the last 3 years. Earnings per share has declined by 55%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is on the higher end at 87%, and the cash payout ratio is above 100%. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (345% cash payout ratio). Share price has been volatile over the past 3 months (5.7% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥5,524, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 17x in the Electronic industry in Japan. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,309 per share.
Reported Earnings • Feb 06Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: JP¥26.91 (down from JP¥53.33 in 3Q 2025). Revenue: JP¥220.8b (up 7.7% from 3Q 2025). Net income: JP¥5.29b (down 50% from 3Q 2025). Profit margin: 2.4% (down from 5.1% in 3Q 2025). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 53%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
공지 • Dec 26OMRON Corporation to Report Q3, 2026 Results on Feb 05, 2026OMRON Corporation announced that they will report Q3, 2026 results on Feb 05, 2026
공지 • Dec 05FairCap GmbH acquired Omron Automotive Electronics Italy Srl from OMRON Corporation (TSE:6645).FairCap GmbH acquired Omron Automotive Electronics Italy Srl from OMRON Corporation (TSE:6645) on November 28, 2025. As part of this strategic sale, Omron Automotive Electronics Italy Srl has been rebranded as OBITEC S.r.l. ("OBITEC"), effective as of 1 December 2025. FairCap GmbH completed the acquisition of Omron Automotive Electronics Italy Srl from OMRON Corporation (TSE:6645) on November 28, 2025.
Declared Dividend • Dec 03First half dividend of JP¥52.00 announcedShareholders will receive a dividend of JP¥52.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (36% earnings payout ratio) but not covered by cash flows (203% cash payout ratio). The dividend has increased by an average of 2.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Dec 01New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 43% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (203% cash payout ratio). Large one-off items impacting financial results.
Reported Earnings • Nov 08Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: JP¥11.34 (down from JP¥32.07 in 2Q 2025). Revenue: JP¥204.0b (up 6.8% from 2Q 2025). Net income: JP¥2.23b (down 65% from 2Q 2025). Profit margin: 1.1% (down from 3.3% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 72%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic 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 17% per year, which means it has not declined as severely as earnings.
공지 • Sep 30OMRON Corporation to Report Q2, 2026 Results on Nov 07, 2025OMRON Corporation announced that they will report Q2, 2026 results on Nov 07, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 63% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
공지 • Sep 19OMRON Corporation (TSE:6645) entered into stock purchase agreement to acquire remaining 70% stake in iCARE Co., Ltd.OMRON Corporation (TSE:6645) entered into stock purchase agreement to acquire remaining 70% stake in iCARE Co., Ltd. on September 18, 2025. Upon completion, OMRON Corporation will own 100% stake in iCARE Co., Ltd. The expected completion of the transaction is October 1, 2025.
Buy Or Sell Opportunity • Aug 25Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.0% to JP¥3,867. The fair value is estimated to be JP¥3,186, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Reported Earnings • Aug 07First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: JP¥34.62 (up from JP¥48.88 loss in 1Q 2025). Revenue: JP¥189.5b (up 3.1% from 1Q 2025). Net income: JP¥6.82b (up JP¥16.4b from 1Q 2025). Profit margin: 3.6% (up from net loss in 1Q 2025). The move to profitability was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 24%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Declared Dividend • Jul 21Final dividend of JP¥52.00 announcedDividend of JP¥52.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (126% earnings payout ratio) nor is it covered by cash flows (302% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 40% to bring the payout ratio under control. EPS is expected to grow by 97% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
New Risk • Jul 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 275% Cash payout ratio: 302% Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Large one-off items impacting financial results.
공지 • Jul 08Japan Activation Capital, Inc. has entered into a strategic partnership agreement to acquire an unknown minority stake in OMRON Corporation (TSE:6645).Japan Activation Capital, Inc. has entered into a strategic partnership agreement to acquire an unknown minority stake in OMRON Corporation (TSE:6645) on July 7, 2025. JAC holds shares in OMRON through its managed funds.
Reported Earnings • Jun 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥82.64 (up from JP¥41.17 in FY 2024). Revenue: JP¥801.8b (down 2.1% from FY 2024). Net income: JP¥16.3b (up 101% from FY 2024). Profit margin: 2.0% (up from 1.0% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
공지 • Jun 26OMRON Corporation to Report Q1, 2026 Results on Aug 06, 2025OMRON Corporation announced that they will report Q1, 2026 results on Aug 06, 2025
분석 기사 • May 24Is OMRON Corporation (TSE:6645) Potentially Undervalued?While OMRON Corporation ( TSE:6645 ) might not have the largest market cap around , it received a lot of attention from...
분석 기사 • May 11OMRON Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextLast week, you might have seen that OMRON Corporation ( TSE:6645 ) released its annual result to the market. The early...
Reported Earnings • May 09Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥82.64 (up from JP¥41.17 in FY 2024). Revenue: JP¥801.8b (down 2.1% from FY 2024). Net income: JP¥16.3b (up 101% from FY 2024). Profit margin: 2.0% (up from 1.0% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
공지 • May 08OMRON Corporation, Annual General Meeting, Jun 24, 2025OMRON Corporation, Annual General Meeting, Jun 24, 2025.
Buy Or Sell Opportunity • Apr 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to JP¥3,735. The fair value is estimated to be JP¥4,703, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 55%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 41% per annum over the same time period.
공지 • Mar 26OMRON Corporation to Report Fiscal Year 2025 Results on May 08, 2025OMRON Corporation announced that they will report fiscal year 2025 results on May 08, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
Reported Earnings • Feb 11Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: JP¥53.33 (up from JP¥8.98 in 3Q 2024). Revenue: JP¥205.1b (down 1.1% from 3Q 2024). Net income: JP¥10.5b (up 494% from 3Q 2024). Profit margin: 5.1% (up from 0.9% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 55% 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.
공지 • Feb 10OMRON Corporation Revises Earnings Guidance for the Full Year Ending March 31, 2025OMRON Corporation revised earnings guidance for the full year ending March 31, 2025. For the period, the company expects Net sales of JPY 805,000 million, Operating income of JPY 54,000 million, Net income attributable to shareholders of JPY 12,500 million and Net income per share attributable to shareholders, basic of JPY 63.48 compared to previously forecasted Net sales of JPY 805,000 million, Operating income of JPY 52,000 million, Net income attributable to shareholders of JPY 11,000 million and Net income per share attributable to shareholders of JPY 55.87.
공지 • Jan 03OMRON Corporation to Report Q3, 2025 Results on Feb 10, 2025OMRON Corporation announced that they will report Q3, 2025 results on Feb 10, 2025
Declared Dividend • Dec 04First half dividend of JP¥52.00 announcedDividend of JP¥52.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 23rd June 2025 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.6% per year over the past 10 years. However, payments have been volatile during that time.
Reported Earnings • Nov 07Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: JP¥32.04 (up from JP¥37.16 loss in 2Q 2024). Revenue: JP¥190.9b (down 3.2% from 2Q 2024). Net income: JP¥6.31b (up JP¥13.6b from 2Q 2024). Profit margin: 3.3% (up from net loss in 2Q 2024). Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
공지 • Sep 26OMRON Corporation to Report Q2, 2025 Results on Nov 06, 2024OMRON Corporation announced that they will report Q2, 2025 results on Nov 06, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).
Buy Or Sell Opportunity • Sep 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥5,980. The fair value is estimated to be JP¥4,952, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Aug 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to JP¥4,535. The fair value is estimated to be JP¥5,696, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Aug 03First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: JP¥48.88 loss per share (down from JP¥68.07 profit in 1Q 2024). Revenue: JP¥183.7b (down 9.7% from 1Q 2024). Net loss: JP¥9.63b (down 172% from profit in 1Q 2024). Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Declared Dividend • Jul 17Final dividend of JP¥52.00 announcedShareholders will receive a dividend of JP¥52.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (253% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 181% to bring the payout ratio under control. EPS is expected to grow by 160% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
공지 • Jul 05OMRON Corporation (TSE:6645) acquired 30% stake in iCARE Co., Ltd.OMRON Corporation (TSE:6645) acquired 30% stake in iCARE Co., Ltd. on July 2, 2024.OMRON Corporation (TSE:6645) completed the acquisition of 30% stake in iCARE Co., Ltd. on July 2, 2024.
공지 • Jun 27OMRON Corporation to Report Q1, 2025 Results on Aug 02, 2024OMRON Corporation announced that they will report Q1, 2025 results on Aug 02, 2024
Reported Earnings • Jun 26Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥41.17 (down from JP¥372 in FY 2023). Revenue: JP¥818.8b (down 6.5% from FY 2023). Net income: JP¥8.11b (down 89% from FY 2023). Profit margin: 1.0% (down from 8.4% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 14% per year.
Major Estimate Revision • Jun 08Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥74.63 to JP¥66.67 per share. Revenue forecast steady at JP¥857.5b. Net income forecast to grow 57% next year vs 13% growth forecast for Electronic industry in Japan. Consensus price target of JP¥6,167 unchanged from last update. Share price was steady at JP¥5,165 over the past week.
공지 • May 10OMRON Corporation, Annual General Meeting, Jun 20, 2024OMRON Corporation, Annual General Meeting, Jun 20, 2024.
Reported Earnings • May 09Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥41.17 (down from JP¥372 in FY 2023). Revenue: JP¥818.8b (down 6.5% from FY 2023). Net income: JP¥8.11b (down 89% from FY 2023). Profit margin: 1.0% (down from 8.4% in FY 2023). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year and the company’s share price has also fallen by 9% per year.
공지 • May 09OMRON Corporation Provides Earnings Guidance for the Fiscal Year Ending March 31, 2025OMRON Corporation provided earnings guidance for the full year ending March 31, 2025. For the year, company expects Net sales of JPY 825,000 million, Operating income of JPY 49,000 million, Net income attributable to shareholders of JPY 8,500 million and Net income per share attributable to shareholders, basic of JPY 43.17 per share.
Major Estimate Revision • May 09Consensus EPS estimates fall by 47%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥167 to JP¥89.28 per share. Revenue forecast steady at JP¥858.2b. Net income forecast to shrink 11% next year vs 12% growth forecast for Electronic industry in Japan . Consensus price target of JP¥6,300 unchanged from last update. Share price rose 11% to JP¥6,013 over the past week.
공지 • Mar 28OMRON Corporation to Report Fiscal Year 2024 Results on May 08, 2024OMRON Corporation announced that they will report fiscal year 2024 results on May 08, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is on the higher end at 95%, and the cash payout ratio is above 100%. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).
Price Target Changed • Mar 08Price target decreased by 7.8% to JP¥6,433Down from JP¥6,977, the current price target is an average from 12 analysts. New target price is 13% above last closing price of JP¥5,716. Stock is down 26% over the past year. The company is forecast to post earnings per share of JP¥23.70 for next year compared to JP¥372 last year.
Price Target Changed • Feb 28Price target decreased by 7.3% to JP¥6,515Down from JP¥7,027, the current price target is an average from 13 analysts. New target price is 16% above last closing price of JP¥5,640. Stock is down 23% over the past year. The company is forecast to post earnings per share of JP¥24.35 for next year compared to JP¥372 last year.
Major Estimate Revision • Feb 21Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥87.13 to JP¥65.39 per share. Revenue forecast steady at JP¥835.4b. Net income forecast to grow 18% next year vs 10% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥7,123 to JP¥6,977. Share price rose 6.1% to JP¥5,729 over the past week.
공지 • Feb 07OMRON Corporation Revised Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024OMRON Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company now expects net sales of JPY 810.0 billion, operating income of JPY 24.0 billion, net income attributable to company shareholders of JPY 1.5 billion and net income per share attributable to company shareholders of JPY 7.62 against net sales of JPY 850.0 billion, operating income of JPY 45.0 billion, net income attributable to company shareholders of JPY 18.0 billion and net income per share attributable to company shareholders of JPY 91.42 as previously forecasted.
Reported Earnings • Feb 07Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: JP¥8.98 (down from JP¥114 in 3Q 2023). Revenue: JP¥207.3b (down 11% from 3Q 2023). Net income: JP¥1.77b (down 92% from 3Q 2023). Profit margin: 0.9% (down from 9.7% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 72%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Feb 06Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.3% to JP¥5,547. The fair value is estimated to be JP¥7,373, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
공지 • Dec 23OMRON Corporation to Report Q3, 2024 Results on Feb 05, 2024OMRON Corporation announced that they will report Q3, 2024 results on Feb 05, 2024
Major Estimate Revision • Nov 18Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥200 to JP¥151 per share. Revenue forecast steady at JP¥843.8b. Net income forecast to shrink 15% next year vs 8.6% growth forecast for Electronic industry in Japan . Consensus price target down from JP¥7,346 to JP¥7,196. Share price rose 3.1% to JP¥6,115 over the past week.
Price Target Changed • Nov 04Price target decreased by 7.1% to JP¥7,418Down from JP¥7,983, the current price target is an average from 14 analysts. New target price is 32% above last closing price of JP¥5,616. Stock is down 15% over the past year. The company is forecast to post earnings per share of JP¥226 for next year compared to JP¥372 last year.
New Risk • Nov 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (146% cash payout ratio). Share price has been volatile over the past 3 months (5.4% average weekly change).
Reported Earnings • Oct 29Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: JP¥37.16 loss per share (down from JP¥100 profit in 2Q 2023). Revenue: JP¥197.3b (down 10% from 2Q 2023). Net loss: JP¥7.32b (down 137% from profit in 2Q 2023). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공지 • Oct 29Omron Corporation Provides Earnings Guidance for the Full Year Ending March 31, 2024OMRON Corporation provided earnings guidance for the full Year Ending March 31, 2024. For the year, company expects Net sales of JPY 850,000 million, Operating income of JPY 45,000 million, Net income attributable to shareholders of JPY 18,000 million and Net income per share attributable to shareholders, basic of JPY 91.42 per share.
공지 • Oct 27OMRON Corporation Approves Interim Dividend and Revises the Year-End Dividend Forecast for the Fiscal Year Ending March 31, 2024OMRON Corporation resolved to approve a dividend of JPY 52.00 from surplus (interim dividend) with a record date of September 30, 2023. The board also resolved to revise the year-end dividend of JPY 52.00 forecast for the fiscal year ending March 31, 2024.
공지 • Oct 12OMRON Corporation (TSE:6645) completed the acquisition of 23.09% stake in JMDC Inc. (TSE:4483) for approximately ¥85.5 billion.OMRON Corporation (TSE:6645) made an offer to acquire 18.52% stake in JMDC Inc. (TSE:4483) for approximately ¥68.6 billion on September 8, 2023. The tender offer price is ¥5,700 per share of common stock. OMRON Corporation is the largest shareholder and a major shareholder holding 20,459,000 shares (ownership ratio: 31.49%) of the JMDC Inc's shares, which make the Company an equity-method affiliate of the Offeror. The Tender Offeror aims to make the JMDC Inc. a consolidated subsidiary through the Tender Offer, set the minimum number of shares sought for purchase as 12,036,700 shares. OMRON Corporation (TSE:6645) completed the acquisition of 23.09% stake in JMDC Inc. (TSE:4483) for approximately ¥85.5 billion on October 10, 2023. On completion, OMRON Corporation acquired 15,000,000 shares and post tender offer number of shares owned after change will stand at 35,459,000 shares representing 54.57% interest in JMDC Inc. held by OMRON Corporation. As a result of the Tender Offer, the JMDC Inc is scheduled to become a consolidated subsidiary of the OMRON Corporation.
공지 • Sep 28OMRON Corporation to Report Q2, 2024 Results on Oct 27, 2023OMRON Corporation announced that they will report Q2, 2024 results on Oct 27, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥49.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 24% but the company is paying out more than the cash it is generating. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.4%).
공지 • Sep 13OMRON Corporation (TSE:6645) made an offer to acquire 18.52% stake in JMDC Inc. (TSE:4483) for JPY 68.6 billion.OMRON Corporation (TSE:6645) made an offer to acquire 18.52% stake in JMDC Inc. (TSE:4483) for JPY 68.6 billion on September 8, 2023.
Reported Earnings • Jul 28First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: JP¥68.06 (up from JP¥39.98 in 1Q 2023). Revenue: JP¥203.4b (up 10% from 1Q 2023). Net income: JP¥13.4b (up 69% from 1Q 2023). Profit margin: 6.6% (up from 4.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) also missed analyst estimates by 10%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공지 • Jun 11OMRON Corporation to Report Q1, 2024 Results on Jul 27, 2023OMRON Corporation announced that they will report Q1, 2024 results on Jul 27, 2023
Reported Earnings • Apr 28Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥372 (up from JP¥306 in FY 2022). Revenue: JP¥876.1b (up 15% from FY 2022). Net income: JP¥73.9b (up 20% from FY 2022). Profit margin: 8.4% (up from 8.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 8.5%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥49.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).
공지 • Jan 31+ 1 more updateOMRON Corporation Provides Earnings Guidance for the Year Ending March 31, 2023OMRON Corporation provided earnings guidance for the year ending March 31, 2023. For the period ending March 31, 2023, the company expects net sales of JPY 880,000 million, operating income of JPY 95,000 million and net income attributable to shareholders of JPY 64,500 million or JPY 323.83 per basic share.
Reported Earnings • Jan 31Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: JP¥114 (up from JP¥61.17 in 3Q 2022). Revenue: JP¥233.6b (up 23% from 3Q 2022). Net income: JP¥22.7b (up 85% from 3Q 2022). Profit margin: 9.7% (up from 6.5% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.2%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.