View Future GrowthNohmi Bosai 과거 순이익 실적과거 기준 점검 5/6Nohmi Bosai은 연평균 9.6%의 비율로 수입이 증가해 온 반면, Electronic 산업은 수입이 9.4% 증가했습니다. 매출은 연평균 5.5%의 비율로 증가했습니다. Nohmi Bosai의 자기자본이익률은 9.8%이고 순이익률은 9.8%입니다.핵심 정보9.63%순이익 성장률10.25%주당순이익(EPS) 성장률Electronic 산업 성장률13.80%매출 성장률5.53%자기자본이익률9.82%순이익률9.77%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 12Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥232 (up from JP¥188 in FY 2025). Revenue: JP¥139.7b (up 4.5% from FY 2025). Net income: JP¥13.6b (up 23% from FY 2025). Profit margin: 9.8% (up from 8.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Electronic 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 increased by 33% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 10Nohmi Bosai Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Nohmi Bosai Ltd. announced that they will report fiscal year 2026 results on May 11, 2026Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥65.29 (vs JP¥49.80 in 3Q 2025)Third quarter 2026 results: EPS: JP¥65.29 (up from JP¥49.80 in 3Q 2025). Revenue: JP¥35.6b (up 4.7% from 3Q 2025). Net income: JP¥3.84b (up 31% from 3Q 2025). Profit margin: 11% (up from 8.6% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.공시 • Dec 17Nohmi Bosai Ltd. to Report Q3, 2026 Results on Feb 12, 2026Nohmi Bosai Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: JP¥37.43 (vs JP¥36.77 in 2Q 2025)Second quarter 2026 results: EPS: JP¥37.43 (up from JP¥36.77 in 2Q 2025). Revenue: JP¥31.3b (up 2.9% from 2Q 2025). Net income: JP¥2.20b (up 1.6% from 2Q 2025). Profit margin: 7.0% (in line with 2Q 2025). Revenue is forecast to grow 6.5% 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 21% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.공시 • Sep 19Nohmi Bosai Ltd. to Report Q2, 2026 Results on Nov 10, 2025Nohmi Bosai Ltd. announced that they will report Q2, 2026 results on Nov 10, 2025모든 업데이트 보기Recent updates분석 기사 • May 15Nohmi Bosai Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearInvestors in Nohmi Bosai Ltd. ( TSE:6744 ) had a good week, as its shares rose 7.1% to close at JP¥4,665 following the...Reported Earnings • May 12Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥232 (up from JP¥188 in FY 2025). Revenue: JP¥139.7b (up 4.5% from FY 2025). Net income: JP¥13.6b (up 23% from FY 2025). Profit margin: 9.8% (up from 8.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Electronic 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 increased by 33% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 11Nohmi Bosai Ltd., Annual General Meeting, Jun 26, 2026Nohmi Bosai Ltd., Annual General Meeting, Jun 26, 2026.속보 • May 11Nohmi Bosai Targets 50% Payout Ratio With Higher Dividend After Strong Fiscal 2026Nohmi Bosai reported higher sales, margins and profits for fiscal 2026, which also strengthened its balance sheet. The company raised its annual dividend and plans to maintain this higher level, while forecasting sales growth but a slight decline in profit for fiscal 2027. Management increased the year-end dividend to 66 yen per share, taking the annual payout to 116 yen, and is now aiming for a 50% payout ratio in line with its 2028 vision. The key takeaway is that Nohmi Bosai is tying its higher dividend and a 50% payout ratio target directly to its long-term plan, while still emphasizing financial stability to support future business expansion. Investors may wish to weigh the appeal of a higher, more stable dividend against the company's expectation for slightly softer profit in fiscal 2027 as it invests for future growth.공시 • May 10Nohmi Bosai Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Nohmi Bosai Ltd. announced that they will report fiscal year 2026 results on May 11, 2026Buy Or Sell Opportunity • Apr 17Now 21% undervaluedOver the last 90 days, the stock has risen 2.5% to JP¥4,135. The fair value is estimated to be JP¥5,216, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.Buy Or Sell Opportunity • Mar 23Now 22% undervaluedOver the last 90 days, the stock has risen 5.6% to JP¥4,180. The fair value is estimated to be JP¥5,328, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.Price Target Changed • Mar 04Price target increased by 29% to JP¥5,300Up from JP¥4,100, the current price target is provided by 1 analyst. New target price is 20% above last closing price of JP¥4,410. Stock is up 37% over the past year. The company is forecast to post earnings per share of JP¥204 for next year compared to JP¥188 last year.Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥65.29 (vs JP¥49.80 in 3Q 2025)Third quarter 2026 results: EPS: JP¥65.29 (up from JP¥49.80 in 3Q 2025). Revenue: JP¥35.6b (up 4.7% from 3Q 2025). Net income: JP¥3.84b (up 31% from 3Q 2025). Profit margin: 11% (up from 8.6% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jan 16Slowing Rates Of Return At Nohmi Bosai (TSE:6744) Leave Little Room For ExcitementIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...분석 기사 • Dec 21Nohmi Bosai (TSE:6744) Will Pay A Dividend Of ¥50.00Nohmi Bosai Ltd.'s ( TSE:6744 ) investors are due to receive a payment of ¥50.00 per share on 29th of June. This will...공시 • Dec 17Nohmi Bosai Ltd. to Report Q3, 2026 Results on Feb 12, 2026Nohmi Bosai Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026분석 기사 • Dec 07Nohmi Bosai (TSE:6744) Is Due To Pay A Dividend Of ¥50.00Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will pay a dividend of ¥50.00 per share on the 29th of June. This...Declared Dividend • Dec 06First half dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Nov 19Does This Valuation Of Nohmi Bosai Ltd. (TSE:6744) Imply Investors Are Overpaying?Key Insights The projected fair value for Nohmi Bosai is JP¥2,676 based on 2 Stage Free Cash Flow to Equity Nohmi Bosai...Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: JP¥37.43 (vs JP¥36.77 in 2Q 2025)Second quarter 2026 results: EPS: JP¥37.43 (up from JP¥36.77 in 2Q 2025). Revenue: JP¥31.3b (up 2.9% from 2Q 2025). Net income: JP¥2.20b (up 1.6% from 2Q 2025). Profit margin: 7.0% (in line with 2Q 2025). Revenue is forecast to grow 6.5% 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 21% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).분석 기사 • Sep 19Nohmi Bosai's (TSE:6744) Upcoming Dividend Will Be Larger Than Last Year'sNohmi Bosai Ltd.'s ( TSE:6744 ) dividend will be increasing from last year's payment of the same period to ¥50.00 on...공시 • Sep 19Nohmi Bosai Ltd. to Report Q2, 2026 Results on Nov 10, 2025Nohmi Bosai Ltd. announced that they will report Q2, 2026 results on Nov 10, 2025분석 기사 • Sep 04Nohmi Bosai (TSE:6744) Will Pay A Larger Dividend Than Last Year At ¥50.00Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will be increasing its dividend from last year's comparable payment...공시 • Sep 03Nohmi Bosai Ltd. (TSE:6744) acquired Prime Value Co., Ltd.Nohmi Bosai Ltd. (TSE:6744) acquired Prime Value Co., Ltd. on September 1, 2025. For the period ending January 31, 2025, Prime Value Co., Ltd. reported total revenue of ¥26 million. Nohmi Bosai Ltd. (TSE:6744) completed the acquisition of Prime Value Co., Ltd. on September 1, 2025.분석 기사 • Aug 21Nohmi Bosai (TSE:6744) Will Pay A Larger Dividend Than Last Year At ¥50.00Nohmi Bosai Ltd. ( TSE:6744 ) will increase its dividend from last year's comparable payment on the 5th of December to...Reported Earnings • Aug 08First quarter 2026 earnings released: JP¥1.72 loss per share (vs JP¥6.23 profit in 1Q 2025)First quarter 2026 results: JP¥1.72 loss per share (down from JP¥6.23 profit in 1Q 2025). Revenue: JP¥25.7b (up 6.7% from 1Q 2025). Net loss: JP¥101.0m (down 127% from profit in 1Q 2025). Revenue is forecast to grow 6.2% 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 increased by 19% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Aug 07Nohmi Bosai (TSE:6744) Has Announced That It Will Be Increasing Its Dividend To ¥50.00Nohmi Bosai Ltd. ( TSE:6744 ) will increase its dividend from last year's comparable payment on the 5th of December to...공시 • Aug 06Nohmi Bosai Ltd. (TSE:6744) entered into a share transfer agreement to acquire Meisei Electric Co., Ltd. from IHI Corporation (TSE:7013).Nohmi Bosai Ltd. (TSE:6744) entered into a share transfer agreement to acquire Meisei Electric Co., Ltd. from IHI Corporation (TSE:7013) on August 6, 2025. As part of the acquisition, IHI Corporation would transfer 13,271,400 shares to Nohmi Bosai Ltd. For the period ending March 31, 2025, Meisei Electric Co., Ltd. reported total revenue of ¥7.99 billion and net income of ¥431 million and has 322 employees. As of March 31, 2025, Meisei Electric Co., Ltd. reported total assets of ¥12 billion and total common equity of ¥6.75 billion. The share transfer is scheduled to be executed on February 2, 2026.분석 기사 • Jul 24Nohmi Bosai (TSE:6744) Is Increasing Its Dividend To ¥50.00The board of Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will be paying its dividend of ¥50.00 on the 5th of...분석 기사 • Jul 10Nohmi Bosai's (TSE:6744) Upcoming Dividend Will Be Larger Than Last Year'sNohmi Bosai Ltd. ( TSE:6744 ) has announced that it will be increasing its dividend from last year's comparable payment...Declared Dividend • Jul 09Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (28% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 01Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥188 (up from JP¥142 in FY 2024). Revenue: JP¥133.7b (up 13% from FY 2024). Net income: JP¥11.1b (up 29% from FY 2024). Profit margin: 8.3% (up from 7.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 6.0% 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 increased by 14% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jun 20Nohmi Bosai Ltd. to Report Q1, 2026 Results on Aug 07, 2025Nohmi Bosai Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025Price Target Changed • Jun 07Price target increased by 11% to JP¥4,200Up from JP¥3,800, the current price target is provided by 1 analyst. New target price is 9.9% above last closing price of JP¥3,820. Stock is up 67% over the past year. The company is forecast to post earnings per share of JP¥207 for next year compared to JP¥188 last year.Reported Earnings • May 10Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥188 (up from JP¥142 in FY 2024). Revenue: JP¥133.7b (up 13% from FY 2024). Net income: JP¥11.1b (up 29% from FY 2024). Profit margin: 8.3% (up from 7.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 09Nohmi Bosai Ltd., Annual General Meeting, Jun 26, 2025Nohmi Bosai Ltd., Annual General Meeting, Jun 26, 2025.분석 기사 • May 02Nohmi Bosai (TSE:6744) Could Be Struggling To Allocate CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • Apr 15Investor Optimism Abounds Nohmi Bosai Ltd. (TSE:6744) But Growth Is LackingWith a price-to-earnings (or "P/E") ratio of 15.7x Nohmi Bosai Ltd. ( TSE:6744 ) may be sending bearish signals at the...Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.7%).공시 • Mar 19Nohmi Bosai Ltd. to Report Fiscal Year 2025 Results on May 09, 2025Nohmi Bosai Ltd. announced that they will report fiscal year 2025 results on May 09, 2025분석 기사 • Feb 13Nohmi Bosai Ltd. (TSE:6744) Released Earnings Last Week And Analysts Lifted Their Price Target To JP¥3,800Nohmi Bosai Ltd. ( TSE:6744 ) last week reported its latest third-quarter results, which makes it a good time for...Reported Earnings • Feb 11Third quarter 2025 earnings released: EPS: JP¥49.80 (vs JP¥24.15 in 3Q 2024)Third quarter 2025 results: EPS: JP¥49.80 (up from JP¥24.15 in 3Q 2024). Revenue: JP¥34.0b (up 13% from 3Q 2024). Net income: JP¥2.93b (up 101% from 3Q 2024). Profit margin: 8.6% (up from 4.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% 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 increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.공시 • Dec 20Nohmi Bosai Ltd. to Report Q3, 2025 Results on Feb 10, 2025Nohmi Bosai Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025Declared Dividend • Dec 06First half dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (18% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥36.77 (vs JP¥19.81 in 2Q 2024)Second quarter 2025 results: EPS: JP¥36.77 (up from JP¥19.81 in 2Q 2024). Revenue: JP¥30.5b (up 13% from 2Q 2024). Net income: JP¥2.17b (up 81% from 2Q 2024). Profit margin: 7.1% (up from 4.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% 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 increased by 2% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Nov 07New 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 6.0% 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 (445% cash payout ratio). Share price has been volatile over the past 3 months (6.0% average weekly change).분석 기사 • Oct 25Some Investors May Be Worried About Nohmi Bosai's (TSE:6744) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...분석 기사 • Sep 24Nohmi Bosai (TSE:6744) Will Pay A Dividend Of ¥30.00Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will pay a dividend of ¥30.00 per share on the 5th of December...공시 • Sep 21Nohmi Bosai Ltd. to Report Q2, 2025 Results on Nov 07, 2024Nohmi Bosai Ltd. announced that they will report Q2, 2025 results on Nov 07, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,653, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 32% over the past three years.분석 기사 • Sep 09What Nohmi Bosai Ltd.'s (TSE:6744) 27% Share Price Gain Is Not Telling YouNohmi Bosai Ltd. ( TSE:6744 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...분석 기사 • Aug 19Nohmi Bosai (TSE:6744) Is Due To Pay A Dividend Of ¥30.00The board of Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will pay a dividend on the 5th of December, with...Reported Earnings • Aug 11First quarter 2025 earnings released: EPS: JP¥6.23 (vs JP¥0.033 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥6.23 (up from JP¥0.033 loss in 1Q 2024). Revenue: JP¥24.1b (up 11% from 1Q 2024). Net income: JP¥371.0m (up JP¥373.0m from 1Q 2024). Profit margin: 1.5% (up from 0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% 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 2% per year whereas the company’s share price has remained flat.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,990, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 1.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥993 per share.분석 기사 • Jul 25Nohmi Bosai (TSE:6744) Will Pay A Dividend Of ¥30.00Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will pay a dividend of ¥30.00 per share on the 5th of December...분석 기사 • Jul 11Nohmi Bosai (TSE:6744) Is Due To Pay A Dividend Of ¥30.00Nohmi Bosai Ltd. ( TSE:6744 ) will pay a dividend of ¥30.00 on the 5th of December. This will take the annual payment...Declared Dividend • Jul 11Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (32% earnings payout ratio) but not covered by cash flows (457% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 9.2% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jun 15Nohmi Bosai Ltd. to Report Q1, 2025 Results on Aug 08, 2024Nohmi Bosai Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024New Risk • May 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.2% 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 4.2% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • May 11Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥142 (up from JP¥116 in FY 2023). Revenue: JP¥118.5b (up 12% from FY 2023). Net income: JP¥8.57b (up 22% from FY 2023). Profit margin: 7.2% (up from 6.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 2.3% p.a. on average during the next 2 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 fallen by 4% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.공시 • May 11+ 1 more updateNohmi Bosai Ltd. (TSE:6744) announces an Equity Buyback for 1,500,000 shares, representing 2.48% for ¥4,000 million.Nohmi Bosai Ltd. (TSE:6744) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 2.48% of its share capital, for ¥4,000 million. The company will repurchase its shares with the aim of enhancing shareholder returns and improving capital efficiency. The program will expire on May 15, 2024. As of March 31, 2024, the company had 60,440,686 shares in issue (excluding treasury stock) and 392,085 shares in treasury.분석 기사 • Apr 10Nohmi Bosai's (TSE:6744) Returns On Capital Not Reflecting Well On The BusinessThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Upcoming Dividend • Mar 21Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).분석 기사 • Mar 15Nohmi Bosai (TSE:6744) Will Pay A Dividend Of ¥23.00The board of Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will pay a dividend of ¥23.00 per share on the 28th of...공시 • Mar 15Nohmi Bosai Ltd. to Report Fiscal Year 2024 Results on May 09, 2024Nohmi Bosai Ltd. announced that they will report fiscal year 2024 results on May 09, 2024Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: JP¥24.15 (vs JP¥29.71 in 3Q 2023)Third quarter 2024 results: EPS: JP¥24.15 (down from JP¥29.71 in 3Q 2023). Revenue: JP¥30.1b (up 12% from 3Q 2023). Net income: JP¥1.46b (down 19% from 3Q 2023). Profit margin: 4.8% (down from 6.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% 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 fallen by 6% per year whereas the company’s share price has fallen by 2% per year.공시 • Dec 21Nohmi Bosai Ltd. to Report Q3, 2024 Results on Feb 07, 2024Nohmi Bosai Ltd. announced that they will report Q3, 2024 results on Feb 07, 2024Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥19.81 (vs JP¥12.00 in 2Q 2023)Second quarter 2024 results: EPS: JP¥19.81 (up from JP¥12.00 in 2Q 2023). Revenue: JP¥27.1b (up 15% from 2Q 2023). Net income: JP¥1.20b (up 65% from 2Q 2023). Profit margin: 4.4% (up from 3.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% 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 7% per year whereas the company’s share price has fallen by 9% per year.공시 • Sep 21Nohmi Bosai Ltd. to Report Q2, 2024 Results on Nov 08, 2023Nohmi Bosai Ltd. announced that they will report Q2, 2024 results on Nov 08, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥23.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 33% 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 (3.3%). Higher than average of industry peers (1.4%).Reported Earnings • Aug 09First quarter 2024 earnings released: JP¥0.033 loss per share (vs JP¥5.27 loss in 1Q 2023)First quarter 2024 results: JP¥0.033 loss per share (improved from JP¥5.27 loss in 1Q 2023). Revenue: JP¥21.7b (up 6.7% from 1Q 2023). Net loss: JP¥2.00m (loss narrowed 99% from 1Q 2023). Profit margin: 0% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 3.5% 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 10% per year whereas the company’s share price has fallen by 6% per year.공시 • Jun 23Nohmi Bosai Ltd. to Report Q1, 2024 Results on Aug 08, 2023Nohmi Bosai Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023Reported Earnings • May 12Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥116 (down from JP¥155 in FY 2022). Revenue: JP¥105.5b (down 6.5% from FY 2022). Net income: JP¥7.02b (down 25% from FY 2022). Profit margin: 6.7% (down from 8.3% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) exceeded analyst estimates by 3.7%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 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 fallen by 12% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.공시 • May 10Nohmi Bosai Ltd., Annual General Meeting, Jun 27, 2023Nohmi Bosai Ltd., Annual General Meeting, Jun 27, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 16% and the cash payout ratio is 92%. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥29.71 (vs JP¥24.41 in 3Q 2022)Third quarter 2023 results: EPS: JP¥29.71 (up from JP¥24.41 in 3Q 2022). Revenue: JP¥26.9b (down 2.9% from 3Q 2022). Net income: JP¥1.79b (up 22% from 3Q 2022). Profit margin: 6.7% (up from 5.3% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 11% per year.공시 • Dec 18Nohmi Bosai Ltd. to Report Q3, 2023 Results on Feb 08, 2023Nohmi Bosai Ltd. announced that they will report Q3, 2023 results on Feb 08, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥12.00 (vs JP¥38.18 in 2Q 2022)Second quarter 2023 results: EPS: JP¥12.00 (down from JP¥38.18 in 2Q 2022). Revenue: JP¥23.6b (down 11% from 2Q 2022). Net income: JP¥724.0m (down 69% from 2Q 2022). Profit margin: 3.1% (down from 8.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.7% 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 fallen by 12% per year and the company’s share price has also fallen by 12% per year.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. 12 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: JP¥12.00 (vs JP¥38.18 in 2Q 2022)Second quarter 2023 results: EPS: JP¥12.00 (down from JP¥38.18 in 2Q 2022). Revenue: JP¥23.6b (down 11% from 2Q 2022). Net income: JP¥724.0m (down 69% from 2Q 2022). Profit margin: 3.1% (down from 8.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.7% 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 fallen by 12% per year and the company’s share price has also fallen by 12% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).공시 • Sep 18Nohmi Bosai Ltd. to Report Q2, 2023 Results on Nov 09, 2022Nohmi Bosai Ltd. announced that they will report Q2, 2023 results on Nov 09, 2022Reported Earnings • Aug 09First quarter 2023 earnings released: JP¥5.27 loss per share (vs JP¥17.76 profit in 1Q 2022)First quarter 2023 results: JP¥5.27 loss per share (down from JP¥17.76 profit in 1Q 2022). Revenue: JP¥20.3b (down 14% from 1Q 2022). Net loss: JP¥318.0m (down 130% from profit in 1Q 2022). Over the next year, revenue is forecast to grow 2.9%, compared to a 9.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 8% per year.공시 • Jun 23Nohmi Bosai Ltd. to Report Q1, 2023 Results on Aug 08, 2022Nohmi Bosai Ltd. announced that they will report Q1, 2023 results on Aug 08, 2022Major Estimate Revision • May 18Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥121.5b to JP¥111.0b. EPS estimate also fell from JP¥171 per share to JP¥119 per share. Net income forecast to shrink 24% next year vs 6.0% growth forecast for Electronic industry in Japan . Consensus price target down from JP¥2,500 to JP¥1,800. Share price fell 7.8% to JP¥1,709 over the past week.Reported Earnings • May 13Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥155 (up from JP¥126 in FY 2021). Revenue: JP¥112.9b (up 4.6% from FY 2021). Net income: JP¥9.35b (up 23% from FY 2021). Profit margin: 8.3% (up from 7.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) also missed analyst estimates by 4.6%. Over the next year, revenue is expected to shrink by 1.7% compared to a 8.4% 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 6% per year.공시 • May 13Nohmi Bosai Ltd., Annual General Meeting, Jun 28, 2022Nohmi Bosai Ltd., Annual General Meeting, Jun 28, 2022.Board Change • Apr 27Less 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. 12 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Apr 08Nohmi Bosai Ltd. to Report Fiscal Year 2022 Results on May 11, 2022Nohmi Bosai Ltd. announced that they will report fiscal year 2022 results on May 11, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥24.41 (up from JP¥23.43 in 3Q 2021). Revenue: JP¥27.7b (up 9.6% from 3Q 2021). Net income: JP¥1.47b (up 4.2% from 3Q 2021). Profit margin: 5.3% (down from 5.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 7.6%. Over the next year, revenue is forecast to grow 5.5%, compared to a 7.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 1% per year.Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥38.18 (vs JP¥30.23 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥26.4b (up 5.9% from 2Q 2021). Net income: JP¥2.30b (up 26% from 2Q 2021). Profit margin: 8.7% (up from 7.3% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.0%).Price Target Changed • Aug 19Price target decreased to JP¥2,500Down from JP¥2,750, the current price target is an average from 2 analysts. New target price is 22% above last closing price of JP¥2,041. Stock is down 1.4% over the past year.Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥17.76 (vs JP¥5.62 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥23.6b (up 13% from 1Q 2021). Net income: JP¥1.07b (up 216% from 1Q 2021). Profit margin: 4.5% (up from 1.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥126 (vs JP¥174 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥107.9b (down 8.0% from FY 2020). Net income: JP¥7.62b (down 28% from FY 2020). Profit margin: 7.1% (down from 9.0% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).매출 및 비용 세부 내역Nohmi Bosai가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:6744 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Mar 26139,65713,64833,993031 Dec 25137,76011,57133,442030 Sep 25136,17810,66128,6972,68130 Jun 25135,30710,62631,679031 Mar 25133,69611,09826,9222,68131 Dec 24128,14711,39629,009030 Sep 24124,3129,92025,3812,42030 Jun 24120,9078,94728,238031 Mar 24118,5068,57424,3482,42031 Dec 23113,5687,47423,7292,34530 Sep 23110,3517,80923,2622,34530 Jun 23106,9017,33822,9862,34531 Mar 23105,5377,02222,6602,34531 Dec 22106,0196,70423,2242,48430 Sep 22106,8326,38423,1722,48430 Jun 22109,6387,96222,8512,48431 Mar 22112,9139,35122,6772,48431 Dec 21114,5978,89021,9612,28930 Sep 21112,1688,83121,6342,28930 Jun 21110,6878,35221,2132,28931 Mar 21107,8977,62020,8482,28931 Dec 20110,3788,39821,5372,10730 Sep 20112,9849,04121,3382,10730 Jun 20116,40610,22021,2902,10731 Mar 20117,29410,51621,2342,10731 Dec 19116,64311,07420,6932,24030 Sep 19113,50010,30820,4882,24030 Jun 19108,4698,32720,6292,24031 Mar 19106,7747,80420,4832,24031 Dec 18105,0537,01620,6772,03530 Sep 18106,5558,07420,4392,03530 Jun 18108,1188,80620,1702,03531 Mar 18105,0329,13519,9562,03531 Dec 17102,3618,07220,0161,77830 Sep 1797,2146,82019,8721,77830 Jun 1793,7216,57919,7001,77831 Mar 1795,3286,94219,5571,77831 Dec 1693,6616,27019,9501,83830 Sep 1694,8986,35519,6111,83830 Jun 1698,3886,47219,4161,83831 Mar 16100,6656,63319,1871,83831 Dec 15102,4976,35918,8861,69230 Sep 15101,3326,28918,8801,69230 Jun 1597,6806,24018,7011,692양질의 수익: 6744는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 6744의 현재 순 이익률 (9.8%)은 지난해 (8.3%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 6744의 수익은 지난 5년 동안 연평균 9.6% 증가했습니다.성장 가속화: 지난 1년간 6744 의 수익 증가율(23%)은 연간 평균(9.6%)을 초과합니다.수익 대 산업: 6744의 지난 1년 수익 증가율(23%)은 Electronic 업계의 15.2%를 상회했습니다.자기자본이익률높은 ROE: 6744의 자본 수익률(9.8%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTech 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/28 21:06종가2026/05/28 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Nohmi Bosai Ltd.는 5명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yusuke MiuraDaiwa Securities Co. Ltd.Yoko MizoguchiIchiyoshi Research Institute Inc.Hidekazu MiyaharaMarusan Securities Co. Ltd.2명의 분석가 더 보기
Reported Earnings • May 12Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥232 (up from JP¥188 in FY 2025). Revenue: JP¥139.7b (up 4.5% from FY 2025). Net income: JP¥13.6b (up 23% from FY 2025). Profit margin: 9.8% (up from 8.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Electronic 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 increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 10Nohmi Bosai Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Nohmi Bosai Ltd. announced that they will report fiscal year 2026 results on May 11, 2026
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥65.29 (vs JP¥49.80 in 3Q 2025)Third quarter 2026 results: EPS: JP¥65.29 (up from JP¥49.80 in 3Q 2025). Revenue: JP¥35.6b (up 4.7% from 3Q 2025). Net income: JP¥3.84b (up 31% from 3Q 2025). Profit margin: 11% (up from 8.6% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Dec 17Nohmi Bosai Ltd. to Report Q3, 2026 Results on Feb 12, 2026Nohmi Bosai Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026
Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: JP¥37.43 (vs JP¥36.77 in 2Q 2025)Second quarter 2026 results: EPS: JP¥37.43 (up from JP¥36.77 in 2Q 2025). Revenue: JP¥31.3b (up 2.9% from 2Q 2025). Net income: JP¥2.20b (up 1.6% from 2Q 2025). Profit margin: 7.0% (in line with 2Q 2025). Revenue is forecast to grow 6.5% 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 21% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Sep 19Nohmi Bosai Ltd. to Report Q2, 2026 Results on Nov 10, 2025Nohmi Bosai Ltd. announced that they will report Q2, 2026 results on Nov 10, 2025
분석 기사 • May 15Nohmi Bosai Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearInvestors in Nohmi Bosai Ltd. ( TSE:6744 ) had a good week, as its shares rose 7.1% to close at JP¥4,665 following the...
Reported Earnings • May 12Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥232 (up from JP¥188 in FY 2025). Revenue: JP¥139.7b (up 4.5% from FY 2025). Net income: JP¥13.6b (up 23% from FY 2025). Profit margin: 9.8% (up from 8.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Electronic 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 increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 11Nohmi Bosai Ltd., Annual General Meeting, Jun 26, 2026Nohmi Bosai Ltd., Annual General Meeting, Jun 26, 2026.
속보 • May 11Nohmi Bosai Targets 50% Payout Ratio With Higher Dividend After Strong Fiscal 2026Nohmi Bosai reported higher sales, margins and profits for fiscal 2026, which also strengthened its balance sheet. The company raised its annual dividend and plans to maintain this higher level, while forecasting sales growth but a slight decline in profit for fiscal 2027. Management increased the year-end dividend to 66 yen per share, taking the annual payout to 116 yen, and is now aiming for a 50% payout ratio in line with its 2028 vision. The key takeaway is that Nohmi Bosai is tying its higher dividend and a 50% payout ratio target directly to its long-term plan, while still emphasizing financial stability to support future business expansion. Investors may wish to weigh the appeal of a higher, more stable dividend against the company's expectation for slightly softer profit in fiscal 2027 as it invests for future growth.
공시 • May 10Nohmi Bosai Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Nohmi Bosai Ltd. announced that they will report fiscal year 2026 results on May 11, 2026
Buy Or Sell Opportunity • Apr 17Now 21% undervaluedOver the last 90 days, the stock has risen 2.5% to JP¥4,135. The fair value is estimated to be JP¥5,216, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.
Buy Or Sell Opportunity • Mar 23Now 22% undervaluedOver the last 90 days, the stock has risen 5.6% to JP¥4,180. The fair value is estimated to be JP¥5,328, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.
Price Target Changed • Mar 04Price target increased by 29% to JP¥5,300Up from JP¥4,100, the current price target is provided by 1 analyst. New target price is 20% above last closing price of JP¥4,410. Stock is up 37% over the past year. The company is forecast to post earnings per share of JP¥204 for next year compared to JP¥188 last year.
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥65.29 (vs JP¥49.80 in 3Q 2025)Third quarter 2026 results: EPS: JP¥65.29 (up from JP¥49.80 in 3Q 2025). Revenue: JP¥35.6b (up 4.7% from 3Q 2025). Net income: JP¥3.84b (up 31% from 3Q 2025). Profit margin: 11% (up from 8.6% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jan 16Slowing Rates Of Return At Nohmi Bosai (TSE:6744) Leave Little Room For ExcitementIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
분석 기사 • Dec 21Nohmi Bosai (TSE:6744) Will Pay A Dividend Of ¥50.00Nohmi Bosai Ltd.'s ( TSE:6744 ) investors are due to receive a payment of ¥50.00 per share on 29th of June. This will...
공시 • Dec 17Nohmi Bosai Ltd. to Report Q3, 2026 Results on Feb 12, 2026Nohmi Bosai Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026
분석 기사 • Dec 07Nohmi Bosai (TSE:6744) Is Due To Pay A Dividend Of ¥50.00Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will pay a dividend of ¥50.00 per share on the 29th of June. This...
Declared Dividend • Dec 06First half dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Nov 19Does This Valuation Of Nohmi Bosai Ltd. (TSE:6744) Imply Investors Are Overpaying?Key Insights The projected fair value for Nohmi Bosai is JP¥2,676 based on 2 Stage Free Cash Flow to Equity Nohmi Bosai...
Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: JP¥37.43 (vs JP¥36.77 in 2Q 2025)Second quarter 2026 results: EPS: JP¥37.43 (up from JP¥36.77 in 2Q 2025). Revenue: JP¥31.3b (up 2.9% from 2Q 2025). Net income: JP¥2.20b (up 1.6% from 2Q 2025). Profit margin: 7.0% (in line with 2Q 2025). Revenue is forecast to grow 6.5% 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 21% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
분석 기사 • Sep 19Nohmi Bosai's (TSE:6744) Upcoming Dividend Will Be Larger Than Last Year'sNohmi Bosai Ltd.'s ( TSE:6744 ) dividend will be increasing from last year's payment of the same period to ¥50.00 on...
공시 • Sep 19Nohmi Bosai Ltd. to Report Q2, 2026 Results on Nov 10, 2025Nohmi Bosai Ltd. announced that they will report Q2, 2026 results on Nov 10, 2025
분석 기사 • Sep 04Nohmi Bosai (TSE:6744) Will Pay A Larger Dividend Than Last Year At ¥50.00Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will be increasing its dividend from last year's comparable payment...
공시 • Sep 03Nohmi Bosai Ltd. (TSE:6744) acquired Prime Value Co., Ltd.Nohmi Bosai Ltd. (TSE:6744) acquired Prime Value Co., Ltd. on September 1, 2025. For the period ending January 31, 2025, Prime Value Co., Ltd. reported total revenue of ¥26 million. Nohmi Bosai Ltd. (TSE:6744) completed the acquisition of Prime Value Co., Ltd. on September 1, 2025.
분석 기사 • Aug 21Nohmi Bosai (TSE:6744) Will Pay A Larger Dividend Than Last Year At ¥50.00Nohmi Bosai Ltd. ( TSE:6744 ) will increase its dividend from last year's comparable payment on the 5th of December to...
Reported Earnings • Aug 08First quarter 2026 earnings released: JP¥1.72 loss per share (vs JP¥6.23 profit in 1Q 2025)First quarter 2026 results: JP¥1.72 loss per share (down from JP¥6.23 profit in 1Q 2025). Revenue: JP¥25.7b (up 6.7% from 1Q 2025). Net loss: JP¥101.0m (down 127% from profit in 1Q 2025). Revenue is forecast to grow 6.2% 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 increased by 19% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Aug 07Nohmi Bosai (TSE:6744) Has Announced That It Will Be Increasing Its Dividend To ¥50.00Nohmi Bosai Ltd. ( TSE:6744 ) will increase its dividend from last year's comparable payment on the 5th of December to...
공시 • Aug 06Nohmi Bosai Ltd. (TSE:6744) entered into a share transfer agreement to acquire Meisei Electric Co., Ltd. from IHI Corporation (TSE:7013).Nohmi Bosai Ltd. (TSE:6744) entered into a share transfer agreement to acquire Meisei Electric Co., Ltd. from IHI Corporation (TSE:7013) on August 6, 2025. As part of the acquisition, IHI Corporation would transfer 13,271,400 shares to Nohmi Bosai Ltd. For the period ending March 31, 2025, Meisei Electric Co., Ltd. reported total revenue of ¥7.99 billion and net income of ¥431 million and has 322 employees. As of March 31, 2025, Meisei Electric Co., Ltd. reported total assets of ¥12 billion and total common equity of ¥6.75 billion. The share transfer is scheduled to be executed on February 2, 2026.
분석 기사 • Jul 24Nohmi Bosai (TSE:6744) Is Increasing Its Dividend To ¥50.00The board of Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will be paying its dividend of ¥50.00 on the 5th of...
분석 기사 • Jul 10Nohmi Bosai's (TSE:6744) Upcoming Dividend Will Be Larger Than Last Year'sNohmi Bosai Ltd. ( TSE:6744 ) has announced that it will be increasing its dividend from last year's comparable payment...
Declared Dividend • Jul 09Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (28% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 01Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥188 (up from JP¥142 in FY 2024). Revenue: JP¥133.7b (up 13% from FY 2024). Net income: JP¥11.1b (up 29% from FY 2024). Profit margin: 8.3% (up from 7.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 6.0% 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 increased by 14% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jun 20Nohmi Bosai Ltd. to Report Q1, 2026 Results on Aug 07, 2025Nohmi Bosai Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025
Price Target Changed • Jun 07Price target increased by 11% to JP¥4,200Up from JP¥3,800, the current price target is provided by 1 analyst. New target price is 9.9% above last closing price of JP¥3,820. Stock is up 67% over the past year. The company is forecast to post earnings per share of JP¥207 for next year compared to JP¥188 last year.
Reported Earnings • May 10Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥188 (up from JP¥142 in FY 2024). Revenue: JP¥133.7b (up 13% from FY 2024). Net income: JP¥11.1b (up 29% from FY 2024). Profit margin: 8.3% (up from 7.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 09Nohmi Bosai Ltd., Annual General Meeting, Jun 26, 2025Nohmi Bosai Ltd., Annual General Meeting, Jun 26, 2025.
분석 기사 • May 02Nohmi Bosai (TSE:6744) Could Be Struggling To Allocate CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 • Apr 15Investor Optimism Abounds Nohmi Bosai Ltd. (TSE:6744) But Growth Is LackingWith a price-to-earnings (or "P/E") ratio of 15.7x Nohmi Bosai Ltd. ( TSE:6744 ) may be sending bearish signals at the...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.7%).
공시 • Mar 19Nohmi Bosai Ltd. to Report Fiscal Year 2025 Results on May 09, 2025Nohmi Bosai Ltd. announced that they will report fiscal year 2025 results on May 09, 2025
분석 기사 • Feb 13Nohmi Bosai Ltd. (TSE:6744) Released Earnings Last Week And Analysts Lifted Their Price Target To JP¥3,800Nohmi Bosai Ltd. ( TSE:6744 ) last week reported its latest third-quarter results, which makes it a good time for...
Reported Earnings • Feb 11Third quarter 2025 earnings released: EPS: JP¥49.80 (vs JP¥24.15 in 3Q 2024)Third quarter 2025 results: EPS: JP¥49.80 (up from JP¥24.15 in 3Q 2024). Revenue: JP¥34.0b (up 13% from 3Q 2024). Net income: JP¥2.93b (up 101% from 3Q 2024). Profit margin: 8.6% (up from 4.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% 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 increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Dec 20Nohmi Bosai Ltd. to Report Q3, 2025 Results on Feb 10, 2025Nohmi Bosai Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025
Declared Dividend • Dec 06First half dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (18% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥36.77 (vs JP¥19.81 in 2Q 2024)Second quarter 2025 results: EPS: JP¥36.77 (up from JP¥19.81 in 2Q 2024). Revenue: JP¥30.5b (up 13% from 2Q 2024). Net income: JP¥2.17b (up 81% from 2Q 2024). Profit margin: 7.1% (up from 4.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% 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 increased by 2% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Nov 07New 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 6.0% 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 (445% cash payout ratio). Share price has been volatile over the past 3 months (6.0% average weekly change).
분석 기사 • Oct 25Some Investors May Be Worried About Nohmi Bosai's (TSE:6744) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
분석 기사 • Sep 24Nohmi Bosai (TSE:6744) Will Pay A Dividend Of ¥30.00Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will pay a dividend of ¥30.00 per share on the 5th of December...
공시 • Sep 21Nohmi Bosai Ltd. to Report Q2, 2025 Results on Nov 07, 2024Nohmi Bosai Ltd. announced that they will report Q2, 2025 results on Nov 07, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,653, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 32% over the past three years.
분석 기사 • Sep 09What Nohmi Bosai Ltd.'s (TSE:6744) 27% Share Price Gain Is Not Telling YouNohmi Bosai Ltd. ( TSE:6744 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...
분석 기사 • Aug 19Nohmi Bosai (TSE:6744) Is Due To Pay A Dividend Of ¥30.00The board of Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will pay a dividend on the 5th of December, with...
Reported Earnings • Aug 11First quarter 2025 earnings released: EPS: JP¥6.23 (vs JP¥0.033 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥6.23 (up from JP¥0.033 loss in 1Q 2024). Revenue: JP¥24.1b (up 11% from 1Q 2024). Net income: JP¥371.0m (up JP¥373.0m from 1Q 2024). Profit margin: 1.5% (up from 0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% 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 2% per year whereas the company’s share price has remained flat.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,990, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 1.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥993 per share.
분석 기사 • Jul 25Nohmi Bosai (TSE:6744) Will Pay A Dividend Of ¥30.00Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will pay a dividend of ¥30.00 per share on the 5th of December...
분석 기사 • Jul 11Nohmi Bosai (TSE:6744) Is Due To Pay A Dividend Of ¥30.00Nohmi Bosai Ltd. ( TSE:6744 ) will pay a dividend of ¥30.00 on the 5th of December. This will take the annual payment...
Declared Dividend • Jul 11Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (32% earnings payout ratio) but not covered by cash flows (457% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 9.2% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jun 15Nohmi Bosai Ltd. to Report Q1, 2025 Results on Aug 08, 2024Nohmi Bosai Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024
New Risk • May 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.2% 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 4.2% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • May 11Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥142 (up from JP¥116 in FY 2023). Revenue: JP¥118.5b (up 12% from FY 2023). Net income: JP¥8.57b (up 22% from FY 2023). Profit margin: 7.2% (up from 6.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 2.3% p.a. on average during the next 2 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 fallen by 4% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
공시 • May 11+ 1 more updateNohmi Bosai Ltd. (TSE:6744) announces an Equity Buyback for 1,500,000 shares, representing 2.48% for ¥4,000 million.Nohmi Bosai Ltd. (TSE:6744) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 2.48% of its share capital, for ¥4,000 million. The company will repurchase its shares with the aim of enhancing shareholder returns and improving capital efficiency. The program will expire on May 15, 2024. As of March 31, 2024, the company had 60,440,686 shares in issue (excluding treasury stock) and 392,085 shares in treasury.
분석 기사 • Apr 10Nohmi Bosai's (TSE:6744) Returns On Capital Not Reflecting Well On The BusinessThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).
분석 기사 • Mar 15Nohmi Bosai (TSE:6744) Will Pay A Dividend Of ¥23.00The board of Nohmi Bosai Ltd. ( TSE:6744 ) has announced that it will pay a dividend of ¥23.00 per share on the 28th of...
공시 • Mar 15Nohmi Bosai Ltd. to Report Fiscal Year 2024 Results on May 09, 2024Nohmi Bosai Ltd. announced that they will report fiscal year 2024 results on May 09, 2024
Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: JP¥24.15 (vs JP¥29.71 in 3Q 2023)Third quarter 2024 results: EPS: JP¥24.15 (down from JP¥29.71 in 3Q 2023). Revenue: JP¥30.1b (up 12% from 3Q 2023). Net income: JP¥1.46b (down 19% from 3Q 2023). Profit margin: 4.8% (down from 6.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% 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 fallen by 6% per year whereas the company’s share price has fallen by 2% per year.
공시 • Dec 21Nohmi Bosai Ltd. to Report Q3, 2024 Results on Feb 07, 2024Nohmi Bosai Ltd. announced that they will report Q3, 2024 results on Feb 07, 2024
Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥19.81 (vs JP¥12.00 in 2Q 2023)Second quarter 2024 results: EPS: JP¥19.81 (up from JP¥12.00 in 2Q 2023). Revenue: JP¥27.1b (up 15% from 2Q 2023). Net income: JP¥1.20b (up 65% from 2Q 2023). Profit margin: 4.4% (up from 3.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% 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 7% per year whereas the company’s share price has fallen by 9% per year.
공시 • Sep 21Nohmi Bosai Ltd. to Report Q2, 2024 Results on Nov 08, 2023Nohmi Bosai Ltd. announced that they will report Q2, 2024 results on Nov 08, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥23.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 33% 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 (3.3%). Higher than average of industry peers (1.4%).
Reported Earnings • Aug 09First quarter 2024 earnings released: JP¥0.033 loss per share (vs JP¥5.27 loss in 1Q 2023)First quarter 2024 results: JP¥0.033 loss per share (improved from JP¥5.27 loss in 1Q 2023). Revenue: JP¥21.7b (up 6.7% from 1Q 2023). Net loss: JP¥2.00m (loss narrowed 99% from 1Q 2023). Profit margin: 0% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 3.5% 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 10% per year whereas the company’s share price has fallen by 6% per year.
공시 • Jun 23Nohmi Bosai Ltd. to Report Q1, 2024 Results on Aug 08, 2023Nohmi Bosai Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023
Reported Earnings • May 12Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥116 (down from JP¥155 in FY 2022). Revenue: JP¥105.5b (down 6.5% from FY 2022). Net income: JP¥7.02b (down 25% from FY 2022). Profit margin: 6.7% (down from 8.3% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) exceeded analyst estimates by 3.7%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 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 fallen by 12% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
공시 • May 10Nohmi Bosai Ltd., Annual General Meeting, Jun 27, 2023Nohmi Bosai Ltd., Annual General Meeting, Jun 27, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 16% and the cash payout ratio is 92%. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥29.71 (vs JP¥24.41 in 3Q 2022)Third quarter 2023 results: EPS: JP¥29.71 (up from JP¥24.41 in 3Q 2022). Revenue: JP¥26.9b (down 2.9% from 3Q 2022). Net income: JP¥1.79b (up 22% from 3Q 2022). Profit margin: 6.7% (up from 5.3% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 11% per year.
공시 • Dec 18Nohmi Bosai Ltd. to Report Q3, 2023 Results on Feb 08, 2023Nohmi Bosai Ltd. announced that they will report Q3, 2023 results on Feb 08, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥12.00 (vs JP¥38.18 in 2Q 2022)Second quarter 2023 results: EPS: JP¥12.00 (down from JP¥38.18 in 2Q 2022). Revenue: JP¥23.6b (down 11% from 2Q 2022). Net income: JP¥724.0m (down 69% from 2Q 2022). Profit margin: 3.1% (down from 8.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.7% 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 fallen by 12% per year and the company’s share price has also fallen by 12% per year.
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. 12 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: JP¥12.00 (vs JP¥38.18 in 2Q 2022)Second quarter 2023 results: EPS: JP¥12.00 (down from JP¥38.18 in 2Q 2022). Revenue: JP¥23.6b (down 11% from 2Q 2022). Net income: JP¥724.0m (down 69% from 2Q 2022). Profit margin: 3.1% (down from 8.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.7% 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 fallen by 12% per year and the company’s share price has also fallen by 12% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
공시 • Sep 18Nohmi Bosai Ltd. to Report Q2, 2023 Results on Nov 09, 2022Nohmi Bosai Ltd. announced that they will report Q2, 2023 results on Nov 09, 2022
Reported Earnings • Aug 09First quarter 2023 earnings released: JP¥5.27 loss per share (vs JP¥17.76 profit in 1Q 2022)First quarter 2023 results: JP¥5.27 loss per share (down from JP¥17.76 profit in 1Q 2022). Revenue: JP¥20.3b (down 14% from 1Q 2022). Net loss: JP¥318.0m (down 130% from profit in 1Q 2022). Over the next year, revenue is forecast to grow 2.9%, compared to a 9.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 8% per year.
공시 • Jun 23Nohmi Bosai Ltd. to Report Q1, 2023 Results on Aug 08, 2022Nohmi Bosai Ltd. announced that they will report Q1, 2023 results on Aug 08, 2022
Major Estimate Revision • May 18Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥121.5b to JP¥111.0b. EPS estimate also fell from JP¥171 per share to JP¥119 per share. Net income forecast to shrink 24% next year vs 6.0% growth forecast for Electronic industry in Japan . Consensus price target down from JP¥2,500 to JP¥1,800. Share price fell 7.8% to JP¥1,709 over the past week.
Reported Earnings • May 13Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥155 (up from JP¥126 in FY 2021). Revenue: JP¥112.9b (up 4.6% from FY 2021). Net income: JP¥9.35b (up 23% from FY 2021). Profit margin: 8.3% (up from 7.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) also missed analyst estimates by 4.6%. Over the next year, revenue is expected to shrink by 1.7% compared to a 8.4% 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 6% per year.
공시 • May 13Nohmi Bosai Ltd., Annual General Meeting, Jun 28, 2022Nohmi Bosai Ltd., Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27Less 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. 12 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Apr 08Nohmi Bosai Ltd. to Report Fiscal Year 2022 Results on May 11, 2022Nohmi Bosai Ltd. announced that they will report fiscal year 2022 results on May 11, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥24.41 (up from JP¥23.43 in 3Q 2021). Revenue: JP¥27.7b (up 9.6% from 3Q 2021). Net income: JP¥1.47b (up 4.2% from 3Q 2021). Profit margin: 5.3% (down from 5.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 7.6%. Over the next year, revenue is forecast to grow 5.5%, compared to a 7.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 1% per year.
Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥38.18 (vs JP¥30.23 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥26.4b (up 5.9% from 2Q 2021). Net income: JP¥2.30b (up 26% from 2Q 2021). Profit margin: 8.7% (up from 7.3% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.0%).
Price Target Changed • Aug 19Price target decreased to JP¥2,500Down from JP¥2,750, the current price target is an average from 2 analysts. New target price is 22% above last closing price of JP¥2,041. Stock is down 1.4% over the past year.
Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥17.76 (vs JP¥5.62 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥23.6b (up 13% from 1Q 2021). Net income: JP¥1.07b (up 216% from 1Q 2021). Profit margin: 4.5% (up from 1.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥126 (vs JP¥174 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥107.9b (down 8.0% from FY 2020). Net income: JP¥7.62b (down 28% from FY 2020). Profit margin: 7.1% (down from 9.0% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).