View ValuationJapan Aviation Electronics Industry 향후 성장Future 기준 점검 2/6Japan Aviation Electronics Industry (는) 각각 연간 19.7% 및 3.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 19.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 9.4% 로 예상됩니다.핵심 정보19.7%이익 성장률19.60%EPS 성장률Electronic 이익 성장11.8%매출 성장률3.8%향후 자기자본이익률9.40%애널리스트 커버리지Good마지막 업데이트25 May 2026최근 향후 성장 업데이트분석 기사 • Jan 30Earnings Miss: Japan Aviation Electronics Industry, Limited Missed EPS By 29% And Analysts Are Revising Their ForecastsLast week, you might have seen that Japan Aviation Electronics Industry, Limited ( TSE:6807 ) released its quarterly...Major Estimate Revision • Dec 02Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥158 to JP¥141 per share. Revenue forecast steady at JP¥225.3b. Net income forecast to grow 36% next year vs 11% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥2,628 to JP¥2,540. Share price was steady at JP¥2,436 over the past week.분석 기사 • Nov 01Japan Aviation Electronics Industry, Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's been a mediocre week for Japan Aviation Electronics Industry, Limited ( TSE:6807 ) shareholders, with the stock...분석 기사 • Jul 26Japan Aviation Electronics Industry, Limited Just Missed EPS By 67%: Here's What Analysts Think Will Happen NextAs you might know, Japan Aviation Electronics Industry, Limited ( TSE:6807 ) last week released its latest quarterly...분석 기사 • Jun 23Analyst Estimates: Here's What Brokers Think Of Japan Aviation Electronics Industry, Limited (TSE:6807) After Its Annual ReportInvestors in Japan Aviation Electronics Industry, Limited ( TSE:6807 ) had a good week, as its shares rose 4.1% to...분석 기사 • Apr 26Japan Aviation Electronics Industry, Limited (TSE:6807) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?Shareholders might have noticed that Japan Aviation Electronics Industry, Limited ( TSE:6807 ) filed its yearly result...모든 업데이트 보기Recent updates분석 기사 • May 01Weak Statutory Earnings May Not Tell The Whole Story For Japan Aviation Electronics Industry (TSE:6807)A lackluster earnings announcement from Japan Aviation Electronics Industry, Limited ( TSE:6807 ) last week didn't sink...New Risk • Apr 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (3.1% net profit margin).Reported Earnings • Apr 25Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥105 (down from JP¥172 in FY 2025). Revenue: JP¥227.9b (up 2.8% from FY 2025). Net income: JP¥7.07b (down 39% from FY 2025). Profit margin: 3.1% (down from 5.2% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.공시 • Apr 24Japan Aviation Electronics Industry, Limited, Annual General Meeting, Jun 24, 2026Japan Aviation Electronics Industry, Limited, Annual General Meeting, Jun 24, 2026.공시 • Apr 21Japan Aviation Electronics Industry, Limited to Report Fiscal Year 2026 Results on Apr 24, 2026Japan Aviation Electronics Industry, Limited announced that they will report fiscal year 2026 results on Apr 24, 2026Buy Or Sell Opportunity • Apr 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.6% to JP¥2,428. The fair value is estimated to be JP¥3,044, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has declined by 6.5%. Revenue is forecast to grow by 8.1% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 03 June 2026. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).분석 기사 • Jan 30Earnings Miss: Japan Aviation Electronics Industry, Limited Missed EPS By 29% And Analysts Are Revising Their ForecastsLast week, you might have seen that Japan Aviation Electronics Industry, Limited ( TSE:6807 ) released its quarterly...Reported Earnings • Jan 29Third quarter 2026 earnings: EPS misses analyst expectationsThird quarter 2026 results: EPS: JP¥21.26 (down from JP¥31.00 in 3Q 2025). Revenue: JP¥56.3b (up 6.3% from 3Q 2025). Net income: JP¥1.43b (down 31% from 3Q 2025). Profit margin: 2.5% (down from 3.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. 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 6% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.분석 기사 • Dec 26Japan Aviation Electronics Industry (TSE:6807) Will Pay A Dividend Of ¥30.00Japan Aviation Electronics Industry, Limited's ( TSE:6807 ) investors are due to receive a payment of ¥30.00 per share...공시 • Dec 26Japan Aviation Electronics Industry, Limited to Report Q3, 2026 Results on Jan 28, 2026Japan Aviation Electronics Industry, Limited announced that they will report Q3, 2026 results on Jan 28, 2026분석 기사 • Dec 03Japan Aviation Electronics Industry (TSE:6807) Is Paying Out A Dividend Of ¥30.00The board of Japan Aviation Electronics Industry, Limited ( TSE:6807 ) has announced that it will pay a dividend of...Declared Dividend • Dec 03First half dividend of JP¥30.00 announcedDividend of JP¥30.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 3rd June 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 12% 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 69% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Major Estimate Revision • Dec 02Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥158 to JP¥141 per share. Revenue forecast steady at JP¥225.3b. Net income forecast to grow 36% next year vs 11% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥2,628 to JP¥2,540. Share price was steady at JP¥2,436 over the past week.분석 기사 • Nov 25Investors Appear Satisfied With Japan Aviation Electronics Industry, Limited's (TSE:6807) ProspectsWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider Japan...Valuation Update With 7 Day Price Move • Nov 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥2,299, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 7.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,330 per share.분석 기사 • Nov 01Japan Aviation Electronics Industry, Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's been a mediocre week for Japan Aviation Electronics Industry, Limited ( TSE:6807 ) shareholders, with the stock...Reported Earnings • Oct 31Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: JP¥33.53 (down from JP¥51.88 in 2Q 2025). Revenue: JP¥58.8b (up 1.6% from 2Q 2025). Net income: JP¥2.26b (down 35% from 2Q 2025). Profit margin: 3.8% (down from 6.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 5.0% 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 8% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Buy Or Sell Opportunity • Oct 31Now 31% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.4% to JP¥2,307. The fair value is estimated to be JP¥3,364, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.9% over the last 3 years. Earnings per share has declined by 6.4%.분석 기사 • Sep 25Japan Aviation Electronics Industry (TSE:6807) Will Pay A Dividend Of ¥30.00Japan Aviation Electronics Industry, Limited's ( TSE:6807 ) investors are due to receive a payment of ¥30.00 per share...공시 • Sep 25Japan Aviation Electronics Industry, Limited to Report Q2, 2026 Results on Oct 29, 2025Japan Aviation Electronics Industry, Limited announced that they will report Q2, 2026 results on Oct 29, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Board Change • Jul 29High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Managing Executive Officer & Director Noritaka Hiyama was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.분석 기사 • Jul 26Japan Aviation Electronics Industry, Limited Just Missed EPS By 67%: Here's What Analysts Think Will Happen NextAs you might know, Japan Aviation Electronics Industry, Limited ( TSE:6807 ) last week released its latest quarterly...Reported Earnings • Jul 25First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: JP¥12.70 (down from JP¥46.56 in 1Q 2025). Revenue: JP¥51.6b (down 7.1% from 1Q 2025). Net income: JP¥856.0m (down 73% from 1Q 2025). Profit margin: 1.7% (down from 5.6% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) also missed analyst estimates by 67%. Revenue is forecast to grow 4.6% 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 8% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.분석 기사 • Jul 24Japan Aviation Electronics Industry (TSE:6807) Has Affirmed Its Dividend Of ¥30.00Japan Aviation Electronics Industry, Limited's ( TSE:6807 ) investors are due to receive a payment of ¥30.00 per share...분석 기사 • Jul 10Japan Aviation Electronics Industry (TSE:6807) Is Paying Out A Dividend Of ¥30.00Japan Aviation Electronics Industry, Limited ( TSE:6807 ) will pay a dividend of ¥30.00 on the 3rd of December. Based...Declared Dividend • Jul 09Final dividend of JP¥30.00 announcedDividend of JP¥30.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 12% 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 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Jul 08Japan Aviation Electronics Industry (TSE:6807) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...공시 • Jun 27Japan Aviation Electronics Industry, Limited to Report Q1, 2026 Results on Jul 23, 2025Japan Aviation Electronics Industry, Limited announced that they will report Q1, 2026 results on Jul 23, 2025분석 기사 • Jun 23Analyst Estimates: Here's What Brokers Think Of Japan Aviation Electronics Industry, Limited (TSE:6807) After Its Annual ReportInvestors in Japan Aviation Electronics Industry, Limited ( TSE:6807 ) had a good week, as its shares rose 4.1% to...Reported Earnings • Jun 21Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: JP¥172. Revenue: JP¥221.6b (down 1.8% from FY 2024). Net income: JP¥11.6b (down 5.3% from FY 2024). Profit margin: 5.2% (down from 5.4% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) were mostly in line with analyst estimates. 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.분석 기사 • May 13Japan Aviation Electronics Industry, Limited (TSE:6807) Shares Could Be 39% Below Their Intrinsic Value EstimateKey Insights The projected fair value for Japan Aviation Electronics Industry is JP¥4,128 based on 2 Stage Free Cash...분석 기사 • Apr 26Japan Aviation Electronics Industry, Limited (TSE:6807) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?Shareholders might have noticed that Japan Aviation Electronics Industry, Limited ( TSE:6807 ) filed its yearly result...Reported Earnings • Apr 24Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: JP¥172. Revenue: JP¥221.6b (down 1.8% from FY 2024). Net income: JP¥11.6b (down 5.3% from FY 2024). Profit margin: 5.2% (down from 5.4% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) were mostly in line with analyst estimates. 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.공시 • Apr 23Japan Aviation Electronics Industry, Limited, Annual General Meeting, Jun 19, 2025Japan Aviation Electronics Industry, Limited, Annual General Meeting, Jun 19, 2025.분석 기사 • Apr 08Here's What To Make Of Japan Aviation Electronics Industry's (TSE:6807) Decelerating Rates Of ReturnIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥2,139, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Electronic industry in Japan. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,043 per share.공시 • Mar 22Japan Aviation Electronics Industry, Limited to Report Fiscal Year 2025 Results on Apr 23, 2025Japan Aviation Electronics Industry, Limited announced that they will report fiscal year 2025 results on Apr 23, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 03 June 2025. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).분석 기사 • Feb 20With Japan Aviation Electronics Industry, Limited (TSE:6807) It Looks Like You'll Get What You Pay ForWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider Japan...분석 기사 • Feb 01Japan Aviation Electronics Industry, Limited Just Missed EPS By 43%: Here's What Analysts Think Will Happen NextJapan Aviation Electronics Industry, Limited ( TSE:6807 ) just released its latest quarterly report and things are not...Reported Earnings • Jan 30Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: JP¥31.00 (down from JP¥44.59 in 3Q 2024). Revenue: JP¥53.0b (down 8.7% from 3Q 2024). Net income: JP¥2.09b (down 49% from 3Q 2024). Profit margin: 3.9% (down from 7.0% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) also missed analyst estimates by 43%. Revenue is forecast to grow 4.3% 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 8% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.분석 기사 • Jan 25Japan Aviation Electronics Industry, Limited's (TSE:6807) Intrinsic Value Is Potentially 48% Above Its Share PriceKey Insights The projected fair value for Japan Aviation Electronics Industry is JP¥4,247 based on 2 Stage Free Cash...분석 기사 • Jan 09We Think Japan Aviation Electronics Industry (TSE:6807) Can Manage Its Debt With EaseLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공시 • Jan 03Japan Aviation Electronics Industry, Limited to Report Q3, 2025 Results on Jan 29, 2025Japan Aviation Electronics Industry, Limited announced that they will report Q3, 2025 results on Jan 29, 2025Declared Dividend • Dec 04First half dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 28th March 2025 Payment date: 3rd June 2025 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 16% 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.분석 기사 • Oct 31We Think That There Are Some Issues For Japan Aviation Electronics Industry (TSE:6807) Beyond Its Promising EarningsFollowing the solid earnings report from Japan Aviation Electronics Industry, Limited ( TSE:6807 ), the market...분석 기사 • Oct 25Japan Aviation Electronics Industry, Limited (TSE:6807) Just Released Its Interim Earnings: Here's What Analysts ThinkInvestors in Japan Aviation Electronics Industry, Limited ( TSE:6807 ) had a good week, as its shares rose 3.5% to...Reported Earnings • Oct 24Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: JP¥51.88. Revenue: JP¥57.9b (down 5.9% from 2Q 2024). Net income: JP¥3.50b (down 17% from 2Q 2024). Profit margin: 6.0% (down from 6.8% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.2%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan.분석 기사 • Oct 09Japan Aviation Electronics Industry (TSE:6807) Is Reinvesting At Lower Rates Of ReturnDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...공시 • Sep 25Japan Aviation Electronics Industry, Limited to Report Q2, 2025 Results on Oct 23, 2024Japan Aviation Electronics Industry, Limited announced that they will report Q2, 2025 results on Oct 23, 2024분석 기사 • Sep 24Japan Aviation Electronics Industry (TSE:6807) Is Due To Pay A Dividend Of ¥30.00Japan Aviation Electronics Industry, Limited ( TSE:6807 ) has announced that it will pay a dividend of ¥30.00 per share...공시 • Sep 23Japan Aviation Electronics Industry, Limited(TSE:6807) dropped from FTSE All-World Index (USD)Japan Aviation Electronics Industry, Limited(TSE:6807) dropped from FTSE All-World Index (USD)Upcoming Dividend • Sep 20Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).분석 기사 • Sep 04Investors Still Aren't Entirely Convinced By Japan Aviation Electronics Industry, Limited's (TSE:6807) Earnings Despite 25% Price JumpJapan Aviation Electronics Industry, Limited ( TSE:6807 ) shareholders would be excited to see that the share price has...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥1,975, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 22% over the past three years.분석 기사 • Jul 26Results: Japan Aviation Electronics Industry, Limited Exceeded Expectations And The Consensus Has Updated Its EstimatesShareholders might have noticed that Japan Aviation Electronics Industry, Limited ( TSE:6807 ) filed its first-quarter...Reported Earnings • Jul 26First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥46.56 (up from JP¥27.44 in 1Q 2024). Revenue: JP¥55.6b (up 7.4% from 1Q 2024). Net income: JP¥3.14b (up 25% from 1Q 2024). Profit margin: 5.6% (up from 4.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 4.0% 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 fallen by 1% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.분석 기사 • Jul 25Japan Aviation Electronics Industry (TSE:6807) Is Due To Pay A Dividend Of ¥30.00Japan Aviation Electronics Industry, Limited ( TSE:6807 ) has announced that it will pay a dividend of ¥30.00 per share...분석 기사 • Jul 11Japan Aviation Electronics Industry's (TSE:6807) Dividend Will Be ¥30.00The board of Japan Aviation Electronics Industry, Limited ( TSE:6807 ) has announced that it will pay a dividend on the...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: 4th December 2024 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 16% 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 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jun 23Japan Aviation Electronics Industry, Limited to Report Q1, 2025 Results on Jul 24, 2024Japan Aviation Electronics Industry, Limited announced that they will report Q1, 2025 results on Jul 24, 2024Reported Earnings • Jun 23Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥137 (down from JP¥161 in FY 2023). Revenue: JP¥225.8b (down 4.3% from FY 2023). Net income: JP¥12.2b (down 16% from FY 2023). Profit margin: 5.4% (down from 6.2% in FY 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 14%. Revenue is forecast to grow 4.3% 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 7% per year whereas the company’s share price has increased by 10% per year.분석 기사 • Jun 21Not Many Are Piling Into Japan Aviation Electronics Industry, Limited (TSE:6807) Just YetThere wouldn't be many who think Japan Aviation Electronics Industry, Limited's ( TSE:6807 ) price-to-earnings (or...분석 기사 • May 01Japan Aviation Electronics Industry's (TSE:6807) Problems Go Beyond Weak ProfitJapan Aviation Electronics Industry, Limited's ( TSE:6807 ) stock showed strength, with investors undeterred by its...분석 기사 • Apr 27Earnings Miss: Japan Aviation Electronics Industry, Limited Missed EPS By 11% And Analysts Are Revising Their ForecastsIt's been a good week for Japan Aviation Electronics Industry, Limited ( TSE:6807 ) shareholders, because the company...Reported Earnings • Apr 25Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥137 (down from JP¥161 in FY 2023). Revenue: JP¥225.8b (down 4.3% from FY 2023). Net income: JP¥12.2b (down 16% from FY 2023). Profit margin: 5.4% (down from 6.2% in FY 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 11%. Revenue is forecast to grow 4.6% 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 7% per year whereas the company’s share price has increased by 9% per year.공시 • Apr 24Japan Aviation Electronics Industry, Limited, Annual General Meeting, Jun 19, 2024Japan Aviation Electronics Industry, Limited, Annual General Meeting, Jun 19, 2024.Major Estimate Revision • Apr 12Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥135 to JP¥149. Revenue forecast unchanged at JP¥224.9b. Net income forecast to grow 1.2% next year vs 8.0% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥2,701 to JP¥2,606. Share price was steady at JP¥2,401 over the past week.분석 기사 • Mar 25Japan Aviation Electronics Industry (TSE:6807) Has Announced A Dividend Of ¥25.00The board of Japan Aviation Electronics Industry, Limited ( TSE:6807 ) has announced that it will pay a dividend of...공시 • Mar 24Japan Aviation Electronics Industry, Limited to Report Fiscal Year 2024 Results on Apr 24, 2024Japan Aviation Electronics Industry, Limited announced that they will report fiscal year 2024 results on Apr 24, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).분석 기사 • Feb 27Japan Aviation Electronics Industry (TSE:6807) Has Announced A Dividend Of ¥25.00Japan Aviation Electronics Industry, Limited's ( TSE:6807 ) investors are due to receive a payment of ¥25.00 per share...Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,850, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 75% over the past three years.Reported Earnings • Jan 30Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: JP¥44.59 (up from JP¥29.63 in 3Q 2023). Revenue: JP¥58.1b (down 5.7% from 3Q 2023). Net income: JP¥4.07b (up 51% from 3Q 2023). Profit margin: 7.0% (up from 4.4% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 22%. Revenue is forecast to grow 4.7% 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 increased by 16% per year and the company’s share price has also increased by 16% per year.공시 • Jan 30NEC Reportedly Plans to Cut Stake Japan Aviation Electronics IndustryJapan Aviation Electronics Industry, Limited (TSE:6807) shares slid in the wake of weak quarterly results and news that its parent company NEC Corporation (TSE:6701) plans to cut its stake in the electronics maker. Shares in Japan Aviation were recently 17% lower at JPY 2,526 after falling as much as 18% earlier Tuesday. Parent NEC Corp.'s shares were recently down 1.0%.Valuation Update With 7 Day Price Move • Jan 30Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥2,520, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 65% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,824 per share.공시 • Jan 29Japan Aviation Electronics Industry, Limited Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Japan Aviation Electronics Industry, Limited provided dividend guidance for the Fiscal year ending March 31, 2024. For the year, the company expects dividend of JPY 25.00 per share against JPY 25.00 per share a year ago.공시 • Dec 27Japan Aviation Electronics Industry, Limited to Report Q3, 2024 Results on Jan 29, 2024Japan Aviation Electronics Industry, Limited announced that they will report Q3, 2024 results on Jan 29, 2024Reported Earnings • Oct 29Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥46.19 (down from JP¥53.51 in 2Q 2023). Revenue: JP¥61.6b (down 6.4% from 2Q 2023). Net income: JP¥4.21b (down 14% from 2Q 2023). Profit margin: 6.8% (down from 7.4% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 6.5%. Revenue is forecast to grow 4.5% 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 25% per year whereas the company’s share price has increased by 24% per year.공시 • Oct 29+ 1 more updateJapan Aviation Electronics Industry, Limited Announces Dividend for the Second Quarter of Fiscal Year Ending March 31, 2024, Payable on December 4, 2023; Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Japan Aviation Electronics Industry, Limited announced dividend for the second quarter of Fiscal year ending March 31, 2024, payable on December 4, 2023 and provided dividend guidance for the Fiscal year ending March 31, 2024. For the quarter, company announced dividend of JPY 25.00 per share compared to JPY 25.00 per share a year ago. Scheduled date of commencing dividend payments: December 4, 2023. For the year-end, company expects dividend of JPY 25.00 per share compared to JPY 25.00 per share a year ago.공시 • Sep 27Japan Aviation Electronics Industry, Limited to Report Q2, 2024 Results on Oct 27, 2023Japan Aviation Electronics Industry, Limited announced that they will report Q2, 2024 results on Oct 27, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥25.00 per share at 1.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).New Risk • Jul 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.9% Last year net profit margin: 7.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.공시 • Jul 29+ 1 more updateJapan Aviation Electronics Industry, Limited Provides Dividend Guidance for the Second Quarter and Year End for the Fiscal Year Ending March 31, 2024Japan Aviation Electronics Industry, Limited provided dividend guidance for the second quarter and year end for the fiscal year ending March 31, 2024. The company expects to pay dividend of JPY 25.00 per share for the second quarter of fiscal year ending March 31, 2024 compared to JPY 25.00 per share paid a year ago. The company expects to pay year end dividend of JPY 25.00 per share for the year ending March 31, 2024 compared to JPY 25.00 per share paid a year ago.Reported Earnings • Jul 28First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: JP¥27.44 (down from JP¥64.32 in 1Q 2023). Revenue: JP¥51.7b (down 8.4% from 1Q 2023). Net income: JP¥2.50b (down 57% from 1Q 2023). Profit margin: 4.8% (down from 10% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.8%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 4.4% 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 32% per year whereas the company’s share price has increased by 29% per year.Buying Opportunity • Jul 06Now 21% undervaluedOver the last 90 days, the stock is up 38%. The fair value is estimated to be JP¥3,876, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings is also forecast to grow by 7.8% per annum over the same time period.Price Target Changed • Jul 05Price target increased by 8.7% to JP¥2,490Up from JP¥2,290, the current price target is an average from 9 analysts. New target price is 20% below last closing price of JP¥3,115. Stock is up 56% over the past year. The company is forecast to post earnings per share of JP¥162 for next year compared to JP¥161 last year.Reported Earnings • Jun 25Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥161 (up from JP¥157 in FY 2022). Revenue: JP¥235.9b (up 4.8% from FY 2022). Net income: JP¥14.6b (up 2.2% from FY 2022). Profit margin: 6.2% (down from 6.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 3.4% 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 33% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.공시 • Jun 24Japan Aviation Electronics Industry, Limited to Report Q1, 2024 Results on Jul 27, 2023Japan Aviation Electronics Industry, Limited announced that they will report Q1, 2024 results on Jul 27, 2023Reported Earnings • Apr 29Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥161 (up from JP¥157 in FY 2022). Revenue: JP¥235.9b (up 4.8% from FY 2022). Net income: JP¥14.6b (up 2.2% from FY 2022). Profit margin: 6.2% (down from 6.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 08 June 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Jan 28Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: JP¥29.63 (down from JP¥40.00 in 3Q 2022). Revenue: JP¥61.6b (up 6.6% from 3Q 2022). Net income: JP¥2.70b (down 26% from 3Q 2022). Profit margin: 4.4% (down from 6.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 7.4%. Earnings per share (EPS) also missed analyst estimates by 37%. Revenue is forecast to grow 4.6% 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 32% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • Jan 28Japan Aviation Electronics Industry, Limited Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Japan Aviation Electronics Industry, Limited revised Consolidated earnings guidance for the Fiscal Year Ending March 31, 2023. For the year, the company expects net sales to be JPY 233,000 million, operating profit to be JPY 18,500 million, profit attributable to owners of parent to be JPY 14,500 million and basic earnings per share to be JPY 159.24 compared to previous guidance of net sales of JPY 250,000 million, operating profit of JPY 22,000 million, profit attributable to owners of parent of JPY 18,500 million basic earnings per share of JPY 203.18.이익 및 매출 성장 예측TSE:6807 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2029260,99412,792N/AN/A23/31/2028243,45611,3509,82330,02293/31/2027234,0149,7077,71727,77393/31/2026227,8727,069-6,75816,988N/A12/31/2025221,9787,421N/AN/AN/A9/30/2025218,6348,0778,44128,986N/A6/30/2025217,6899,312N/AN/AN/A3/31/2025221,64411,59218,29436,341N/A12/31/2024220,88410,188N/AN/AN/A9/30/2024225,94712,16518,95137,179N/A6/30/2024229,60712,881N/AN/AN/A3/31/2024225,78112,24514,48934,859N/A12/31/2023223,45211,992N/AN/AN/A9/30/2023226,94310,62510,12933,601N/A6/30/2023231,14611,286N/AN/AN/A3/31/2023235,86414,6399,88232,451N/A12/31/2022239,09017,325N/AN/AN/A9/30/2022235,26018,2657,28325,903N/A6/30/2022228,98917,497N/AN/AN/A3/31/2022225,07914,3255,47324,432N/A12/31/2021227,08613,735N/AN/AN/A9/30/2021224,56112,04417,67736,002N/A6/30/2021218,9089,700N/AN/AN/A3/31/2021209,7115,69210,92629,114N/A12/31/2020203,3584,791N/AN/AN/A9/30/2020204,4945,709-1,68319,831N/A6/30/2020206,2457,810N/AN/AN/A3/31/2020208,10611,1414,04028,582N/A12/31/2019200,88210,405N/AN/AN/A9/30/2019204,96911,675N/A38,500N/A6/30/2019211,17011,447N/AN/AN/A3/31/2019222,14013,508N/A37,552N/A12/31/2018240,11713,801N/AN/AN/A9/30/2018247,38814,433N/A35,011N/A6/30/2018250,68314,207N/AN/AN/A3/31/2018253,94712,936N/A32,432N/A12/31/2017251,66014,497N/AN/AN/A9/30/2017244,16610,834N/A26,706N/A6/30/2017232,2569,177N/AN/AN/A3/31/2017209,5106,736N/A21,443N/A12/31/2016186,7193,626N/AN/AN/A9/30/2016172,2396,115N/A21,235N/A6/30/2016167,5658,203N/AN/AN/A3/31/2016179,49412,515N/A34,944N/A12/31/2015193,35717,091N/AN/AN/A9/30/2015199,35317,064N/A38,283N/A6/30/2015197,16916,645N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 6807 의 연간 예상 수익 증가율(19.7%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 6807 의 연간 수익(19.7%)이 JP 시장(8.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 6807 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 6807 의 수익(연간 3.8%)이 JP 시장(연간 5.4%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 6807 의 수익(연간 3.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 6807의 자본 수익률은 3년 후 9.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 18:07종가2026/05/25 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 소스Japan Aviation Electronics Industry, Limited는 19명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kazunori ItoBarclaysMasashi KubotaBofA Global ResearchTsubasa SasakiCitigroup Inc16명의 분석가 더 보기
분석 기사 • Jan 30Earnings Miss: Japan Aviation Electronics Industry, Limited Missed EPS By 29% And Analysts Are Revising Their ForecastsLast week, you might have seen that Japan Aviation Electronics Industry, Limited ( TSE:6807 ) released its quarterly...
Major Estimate Revision • Dec 02Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥158 to JP¥141 per share. Revenue forecast steady at JP¥225.3b. Net income forecast to grow 36% next year vs 11% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥2,628 to JP¥2,540. Share price was steady at JP¥2,436 over the past week.
분석 기사 • Nov 01Japan Aviation Electronics Industry, Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's been a mediocre week for Japan Aviation Electronics Industry, Limited ( TSE:6807 ) shareholders, with the stock...
분석 기사 • Jul 26Japan Aviation Electronics Industry, Limited Just Missed EPS By 67%: Here's What Analysts Think Will Happen NextAs you might know, Japan Aviation Electronics Industry, Limited ( TSE:6807 ) last week released its latest quarterly...
분석 기사 • Jun 23Analyst Estimates: Here's What Brokers Think Of Japan Aviation Electronics Industry, Limited (TSE:6807) After Its Annual ReportInvestors in Japan Aviation Electronics Industry, Limited ( TSE:6807 ) had a good week, as its shares rose 4.1% to...
분석 기사 • Apr 26Japan Aviation Electronics Industry, Limited (TSE:6807) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?Shareholders might have noticed that Japan Aviation Electronics Industry, Limited ( TSE:6807 ) filed its yearly result...
분석 기사 • May 01Weak Statutory Earnings May Not Tell The Whole Story For Japan Aviation Electronics Industry (TSE:6807)A lackluster earnings announcement from Japan Aviation Electronics Industry, Limited ( TSE:6807 ) last week didn't sink...
New Risk • Apr 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (3.1% net profit margin).
Reported Earnings • Apr 25Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥105 (down from JP¥172 in FY 2025). Revenue: JP¥227.9b (up 2.8% from FY 2025). Net income: JP¥7.07b (down 39% from FY 2025). Profit margin: 3.1% (down from 5.2% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
공시 • Apr 24Japan Aviation Electronics Industry, Limited, Annual General Meeting, Jun 24, 2026Japan Aviation Electronics Industry, Limited, Annual General Meeting, Jun 24, 2026.
공시 • Apr 21Japan Aviation Electronics Industry, Limited to Report Fiscal Year 2026 Results on Apr 24, 2026Japan Aviation Electronics Industry, Limited announced that they will report fiscal year 2026 results on Apr 24, 2026
Buy Or Sell Opportunity • Apr 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.6% to JP¥2,428. The fair value is estimated to be JP¥3,044, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has declined by 6.5%. Revenue is forecast to grow by 8.1% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 03 June 2026. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
분석 기사 • Jan 30Earnings Miss: Japan Aviation Electronics Industry, Limited Missed EPS By 29% And Analysts Are Revising Their ForecastsLast week, you might have seen that Japan Aviation Electronics Industry, Limited ( TSE:6807 ) released its quarterly...
Reported Earnings • Jan 29Third quarter 2026 earnings: EPS misses analyst expectationsThird quarter 2026 results: EPS: JP¥21.26 (down from JP¥31.00 in 3Q 2025). Revenue: JP¥56.3b (up 6.3% from 3Q 2025). Net income: JP¥1.43b (down 31% from 3Q 2025). Profit margin: 2.5% (down from 3.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. 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 6% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
분석 기사 • Dec 26Japan Aviation Electronics Industry (TSE:6807) Will Pay A Dividend Of ¥30.00Japan Aviation Electronics Industry, Limited's ( TSE:6807 ) investors are due to receive a payment of ¥30.00 per share...
공시 • Dec 26Japan Aviation Electronics Industry, Limited to Report Q3, 2026 Results on Jan 28, 2026Japan Aviation Electronics Industry, Limited announced that they will report Q3, 2026 results on Jan 28, 2026
분석 기사 • Dec 03Japan Aviation Electronics Industry (TSE:6807) Is Paying Out A Dividend Of ¥30.00The board of Japan Aviation Electronics Industry, Limited ( TSE:6807 ) has announced that it will pay a dividend of...
Declared Dividend • Dec 03First half dividend of JP¥30.00 announcedDividend of JP¥30.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 3rd June 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 12% 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 69% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Major Estimate Revision • Dec 02Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥158 to JP¥141 per share. Revenue forecast steady at JP¥225.3b. Net income forecast to grow 36% next year vs 11% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥2,628 to JP¥2,540. Share price was steady at JP¥2,436 over the past week.
분석 기사 • Nov 25Investors Appear Satisfied With Japan Aviation Electronics Industry, Limited's (TSE:6807) ProspectsWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider Japan...
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥2,299, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 7.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,330 per share.
분석 기사 • Nov 01Japan Aviation Electronics Industry, Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's been a mediocre week for Japan Aviation Electronics Industry, Limited ( TSE:6807 ) shareholders, with the stock...
Reported Earnings • Oct 31Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: JP¥33.53 (down from JP¥51.88 in 2Q 2025). Revenue: JP¥58.8b (up 1.6% from 2Q 2025). Net income: JP¥2.26b (down 35% from 2Q 2025). Profit margin: 3.8% (down from 6.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 5.0% 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 8% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Oct 31Now 31% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.4% to JP¥2,307. The fair value is estimated to be JP¥3,364, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.9% over the last 3 years. Earnings per share has declined by 6.4%.
분석 기사 • Sep 25Japan Aviation Electronics Industry (TSE:6807) Will Pay A Dividend Of ¥30.00Japan Aviation Electronics Industry, Limited's ( TSE:6807 ) investors are due to receive a payment of ¥30.00 per share...
공시 • Sep 25Japan Aviation Electronics Industry, Limited to Report Q2, 2026 Results on Oct 29, 2025Japan Aviation Electronics Industry, Limited announced that they will report Q2, 2026 results on Oct 29, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Board Change • Jul 29High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Managing Executive Officer & Director Noritaka Hiyama was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
분석 기사 • Jul 26Japan Aviation Electronics Industry, Limited Just Missed EPS By 67%: Here's What Analysts Think Will Happen NextAs you might know, Japan Aviation Electronics Industry, Limited ( TSE:6807 ) last week released its latest quarterly...
Reported Earnings • Jul 25First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: JP¥12.70 (down from JP¥46.56 in 1Q 2025). Revenue: JP¥51.6b (down 7.1% from 1Q 2025). Net income: JP¥856.0m (down 73% from 1Q 2025). Profit margin: 1.7% (down from 5.6% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) also missed analyst estimates by 67%. Revenue is forecast to grow 4.6% 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 8% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
분석 기사 • Jul 24Japan Aviation Electronics Industry (TSE:6807) Has Affirmed Its Dividend Of ¥30.00Japan Aviation Electronics Industry, Limited's ( TSE:6807 ) investors are due to receive a payment of ¥30.00 per share...
분석 기사 • Jul 10Japan Aviation Electronics Industry (TSE:6807) Is Paying Out A Dividend Of ¥30.00Japan Aviation Electronics Industry, Limited ( TSE:6807 ) will pay a dividend of ¥30.00 on the 3rd of December. Based...
Declared Dividend • Jul 09Final dividend of JP¥30.00 announcedDividend of JP¥30.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 12% 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 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Jul 08Japan Aviation Electronics Industry (TSE:6807) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
공시 • Jun 27Japan Aviation Electronics Industry, Limited to Report Q1, 2026 Results on Jul 23, 2025Japan Aviation Electronics Industry, Limited announced that they will report Q1, 2026 results on Jul 23, 2025
분석 기사 • Jun 23Analyst Estimates: Here's What Brokers Think Of Japan Aviation Electronics Industry, Limited (TSE:6807) After Its Annual ReportInvestors in Japan Aviation Electronics Industry, Limited ( TSE:6807 ) had a good week, as its shares rose 4.1% to...
Reported Earnings • Jun 21Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: JP¥172. Revenue: JP¥221.6b (down 1.8% from FY 2024). Net income: JP¥11.6b (down 5.3% from FY 2024). Profit margin: 5.2% (down from 5.4% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) were mostly in line with analyst estimates. 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.
분석 기사 • May 13Japan Aviation Electronics Industry, Limited (TSE:6807) Shares Could Be 39% Below Their Intrinsic Value EstimateKey Insights The projected fair value for Japan Aviation Electronics Industry is JP¥4,128 based on 2 Stage Free Cash...
분석 기사 • Apr 26Japan Aviation Electronics Industry, Limited (TSE:6807) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?Shareholders might have noticed that Japan Aviation Electronics Industry, Limited ( TSE:6807 ) filed its yearly result...
Reported Earnings • Apr 24Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: JP¥172. Revenue: JP¥221.6b (down 1.8% from FY 2024). Net income: JP¥11.6b (down 5.3% from FY 2024). Profit margin: 5.2% (down from 5.4% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) were mostly in line with analyst estimates. 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.
공시 • Apr 23Japan Aviation Electronics Industry, Limited, Annual General Meeting, Jun 19, 2025Japan Aviation Electronics Industry, Limited, Annual General Meeting, Jun 19, 2025.
분석 기사 • Apr 08Here's What To Make Of Japan Aviation Electronics Industry's (TSE:6807) Decelerating Rates Of ReturnIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥2,139, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Electronic industry in Japan. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,043 per share.
공시 • Mar 22Japan Aviation Electronics Industry, Limited to Report Fiscal Year 2025 Results on Apr 23, 2025Japan Aviation Electronics Industry, Limited announced that they will report fiscal year 2025 results on Apr 23, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 03 June 2025. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
분석 기사 • Feb 20With Japan Aviation Electronics Industry, Limited (TSE:6807) It Looks Like You'll Get What You Pay ForWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider Japan...
분석 기사 • Feb 01Japan Aviation Electronics Industry, Limited Just Missed EPS By 43%: Here's What Analysts Think Will Happen NextJapan Aviation Electronics Industry, Limited ( TSE:6807 ) just released its latest quarterly report and things are not...
Reported Earnings • Jan 30Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: JP¥31.00 (down from JP¥44.59 in 3Q 2024). Revenue: JP¥53.0b (down 8.7% from 3Q 2024). Net income: JP¥2.09b (down 49% from 3Q 2024). Profit margin: 3.9% (down from 7.0% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) also missed analyst estimates by 43%. Revenue is forecast to grow 4.3% 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 8% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
분석 기사 • Jan 25Japan Aviation Electronics Industry, Limited's (TSE:6807) Intrinsic Value Is Potentially 48% Above Its Share PriceKey Insights The projected fair value for Japan Aviation Electronics Industry is JP¥4,247 based on 2 Stage Free Cash...
분석 기사 • Jan 09We Think Japan Aviation Electronics Industry (TSE:6807) Can Manage Its Debt With EaseLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공시 • Jan 03Japan Aviation Electronics Industry, Limited to Report Q3, 2025 Results on Jan 29, 2025Japan Aviation Electronics Industry, Limited announced that they will report Q3, 2025 results on Jan 29, 2025
Declared Dividend • Dec 04First half dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 28th March 2025 Payment date: 3rd June 2025 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 16% 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.
분석 기사 • Oct 31We Think That There Are Some Issues For Japan Aviation Electronics Industry (TSE:6807) Beyond Its Promising EarningsFollowing the solid earnings report from Japan Aviation Electronics Industry, Limited ( TSE:6807 ), the market...
분석 기사 • Oct 25Japan Aviation Electronics Industry, Limited (TSE:6807) Just Released Its Interim Earnings: Here's What Analysts ThinkInvestors in Japan Aviation Electronics Industry, Limited ( TSE:6807 ) had a good week, as its shares rose 3.5% to...
Reported Earnings • Oct 24Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: JP¥51.88. Revenue: JP¥57.9b (down 5.9% from 2Q 2024). Net income: JP¥3.50b (down 17% from 2Q 2024). Profit margin: 6.0% (down from 6.8% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.2%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan.
분석 기사 • Oct 09Japan Aviation Electronics Industry (TSE:6807) Is Reinvesting At Lower Rates Of ReturnDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
공시 • Sep 25Japan Aviation Electronics Industry, Limited to Report Q2, 2025 Results on Oct 23, 2024Japan Aviation Electronics Industry, Limited announced that they will report Q2, 2025 results on Oct 23, 2024
분석 기사 • Sep 24Japan Aviation Electronics Industry (TSE:6807) Is Due To Pay A Dividend Of ¥30.00Japan Aviation Electronics Industry, Limited ( TSE:6807 ) has announced that it will pay a dividend of ¥30.00 per share...
공시 • Sep 23Japan Aviation Electronics Industry, Limited(TSE:6807) dropped from FTSE All-World Index (USD)Japan Aviation Electronics Industry, Limited(TSE:6807) dropped from FTSE All-World Index (USD)
Upcoming Dividend • Sep 20Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).
분석 기사 • Sep 04Investors Still Aren't Entirely Convinced By Japan Aviation Electronics Industry, Limited's (TSE:6807) Earnings Despite 25% Price JumpJapan Aviation Electronics Industry, Limited ( TSE:6807 ) shareholders would be excited to see that the share price has...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥1,975, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 22% over the past three years.
분석 기사 • Jul 26Results: Japan Aviation Electronics Industry, Limited Exceeded Expectations And The Consensus Has Updated Its EstimatesShareholders might have noticed that Japan Aviation Electronics Industry, Limited ( TSE:6807 ) filed its first-quarter...
Reported Earnings • Jul 26First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥46.56 (up from JP¥27.44 in 1Q 2024). Revenue: JP¥55.6b (up 7.4% from 1Q 2024). Net income: JP¥3.14b (up 25% from 1Q 2024). Profit margin: 5.6% (up from 4.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 4.0% 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 fallen by 1% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
분석 기사 • Jul 25Japan Aviation Electronics Industry (TSE:6807) Is Due To Pay A Dividend Of ¥30.00Japan Aviation Electronics Industry, Limited ( TSE:6807 ) has announced that it will pay a dividend of ¥30.00 per share...
분석 기사 • Jul 11Japan Aviation Electronics Industry's (TSE:6807) Dividend Will Be ¥30.00The board of Japan Aviation Electronics Industry, Limited ( TSE:6807 ) has announced that it will pay a dividend on the...
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: 4th December 2024 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 16% 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 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jun 23Japan Aviation Electronics Industry, Limited to Report Q1, 2025 Results on Jul 24, 2024Japan Aviation Electronics Industry, Limited announced that they will report Q1, 2025 results on Jul 24, 2024
Reported Earnings • Jun 23Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥137 (down from JP¥161 in FY 2023). Revenue: JP¥225.8b (down 4.3% from FY 2023). Net income: JP¥12.2b (down 16% from FY 2023). Profit margin: 5.4% (down from 6.2% in FY 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 14%. Revenue is forecast to grow 4.3% 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 7% per year whereas the company’s share price has increased by 10% per year.
분석 기사 • Jun 21Not Many Are Piling Into Japan Aviation Electronics Industry, Limited (TSE:6807) Just YetThere wouldn't be many who think Japan Aviation Electronics Industry, Limited's ( TSE:6807 ) price-to-earnings (or...
분석 기사 • May 01Japan Aviation Electronics Industry's (TSE:6807) Problems Go Beyond Weak ProfitJapan Aviation Electronics Industry, Limited's ( TSE:6807 ) stock showed strength, with investors undeterred by its...
분석 기사 • Apr 27Earnings Miss: Japan Aviation Electronics Industry, Limited Missed EPS By 11% And Analysts Are Revising Their ForecastsIt's been a good week for Japan Aviation Electronics Industry, Limited ( TSE:6807 ) shareholders, because the company...
Reported Earnings • Apr 25Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥137 (down from JP¥161 in FY 2023). Revenue: JP¥225.8b (down 4.3% from FY 2023). Net income: JP¥12.2b (down 16% from FY 2023). Profit margin: 5.4% (down from 6.2% in FY 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 11%. Revenue is forecast to grow 4.6% 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 7% per year whereas the company’s share price has increased by 9% per year.
공시 • Apr 24Japan Aviation Electronics Industry, Limited, Annual General Meeting, Jun 19, 2024Japan Aviation Electronics Industry, Limited, Annual General Meeting, Jun 19, 2024.
Major Estimate Revision • Apr 12Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥135 to JP¥149. Revenue forecast unchanged at JP¥224.9b. Net income forecast to grow 1.2% next year vs 8.0% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥2,701 to JP¥2,606. Share price was steady at JP¥2,401 over the past week.
분석 기사 • Mar 25Japan Aviation Electronics Industry (TSE:6807) Has Announced A Dividend Of ¥25.00The board of Japan Aviation Electronics Industry, Limited ( TSE:6807 ) has announced that it will pay a dividend of...
공시 • Mar 24Japan Aviation Electronics Industry, Limited to Report Fiscal Year 2024 Results on Apr 24, 2024Japan Aviation Electronics Industry, Limited announced that they will report fiscal year 2024 results on Apr 24, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).
분석 기사 • Feb 27Japan Aviation Electronics Industry (TSE:6807) Has Announced A Dividend Of ¥25.00Japan Aviation Electronics Industry, Limited's ( TSE:6807 ) investors are due to receive a payment of ¥25.00 per share...
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,850, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 75% over the past three years.
Reported Earnings • Jan 30Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: JP¥44.59 (up from JP¥29.63 in 3Q 2023). Revenue: JP¥58.1b (down 5.7% from 3Q 2023). Net income: JP¥4.07b (up 51% from 3Q 2023). Profit margin: 7.0% (up from 4.4% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 22%. Revenue is forecast to grow 4.7% 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 increased by 16% per year and the company’s share price has also increased by 16% per year.
공시 • Jan 30NEC Reportedly Plans to Cut Stake Japan Aviation Electronics IndustryJapan Aviation Electronics Industry, Limited (TSE:6807) shares slid in the wake of weak quarterly results and news that its parent company NEC Corporation (TSE:6701) plans to cut its stake in the electronics maker. Shares in Japan Aviation were recently 17% lower at JPY 2,526 after falling as much as 18% earlier Tuesday. Parent NEC Corp.'s shares were recently down 1.0%.
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥2,520, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 65% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,824 per share.
공시 • Jan 29Japan Aviation Electronics Industry, Limited Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Japan Aviation Electronics Industry, Limited provided dividend guidance for the Fiscal year ending March 31, 2024. For the year, the company expects dividend of JPY 25.00 per share against JPY 25.00 per share a year ago.
공시 • Dec 27Japan Aviation Electronics Industry, Limited to Report Q3, 2024 Results on Jan 29, 2024Japan Aviation Electronics Industry, Limited announced that they will report Q3, 2024 results on Jan 29, 2024
Reported Earnings • Oct 29Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥46.19 (down from JP¥53.51 in 2Q 2023). Revenue: JP¥61.6b (down 6.4% from 2Q 2023). Net income: JP¥4.21b (down 14% from 2Q 2023). Profit margin: 6.8% (down from 7.4% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 6.5%. Revenue is forecast to grow 4.5% 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 25% per year whereas the company’s share price has increased by 24% per year.
공시 • Oct 29+ 1 more updateJapan Aviation Electronics Industry, Limited Announces Dividend for the Second Quarter of Fiscal Year Ending March 31, 2024, Payable on December 4, 2023; Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Japan Aviation Electronics Industry, Limited announced dividend for the second quarter of Fiscal year ending March 31, 2024, payable on December 4, 2023 and provided dividend guidance for the Fiscal year ending March 31, 2024. For the quarter, company announced dividend of JPY 25.00 per share compared to JPY 25.00 per share a year ago. Scheduled date of commencing dividend payments: December 4, 2023. For the year-end, company expects dividend of JPY 25.00 per share compared to JPY 25.00 per share a year ago.
공시 • Sep 27Japan Aviation Electronics Industry, Limited to Report Q2, 2024 Results on Oct 27, 2023Japan Aviation Electronics Industry, Limited announced that they will report Q2, 2024 results on Oct 27, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥25.00 per share at 1.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
New Risk • Jul 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.9% Last year net profit margin: 7.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
공시 • Jul 29+ 1 more updateJapan Aviation Electronics Industry, Limited Provides Dividend Guidance for the Second Quarter and Year End for the Fiscal Year Ending March 31, 2024Japan Aviation Electronics Industry, Limited provided dividend guidance for the second quarter and year end for the fiscal year ending March 31, 2024. The company expects to pay dividend of JPY 25.00 per share for the second quarter of fiscal year ending March 31, 2024 compared to JPY 25.00 per share paid a year ago. The company expects to pay year end dividend of JPY 25.00 per share for the year ending March 31, 2024 compared to JPY 25.00 per share paid a year ago.
Reported Earnings • Jul 28First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: JP¥27.44 (down from JP¥64.32 in 1Q 2023). Revenue: JP¥51.7b (down 8.4% from 1Q 2023). Net income: JP¥2.50b (down 57% from 1Q 2023). Profit margin: 4.8% (down from 10% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.8%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 4.4% 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 32% per year whereas the company’s share price has increased by 29% per year.
Buying Opportunity • Jul 06Now 21% undervaluedOver the last 90 days, the stock is up 38%. The fair value is estimated to be JP¥3,876, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings is also forecast to grow by 7.8% per annum over the same time period.
Price Target Changed • Jul 05Price target increased by 8.7% to JP¥2,490Up from JP¥2,290, the current price target is an average from 9 analysts. New target price is 20% below last closing price of JP¥3,115. Stock is up 56% over the past year. The company is forecast to post earnings per share of JP¥162 for next year compared to JP¥161 last year.
Reported Earnings • Jun 25Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥161 (up from JP¥157 in FY 2022). Revenue: JP¥235.9b (up 4.8% from FY 2022). Net income: JP¥14.6b (up 2.2% from FY 2022). Profit margin: 6.2% (down from 6.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 3.4% 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 33% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
공시 • Jun 24Japan Aviation Electronics Industry, Limited to Report Q1, 2024 Results on Jul 27, 2023Japan Aviation Electronics Industry, Limited announced that they will report Q1, 2024 results on Jul 27, 2023
Reported Earnings • Apr 29Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥161 (up from JP¥157 in FY 2022). Revenue: JP¥235.9b (up 4.8% from FY 2022). Net income: JP¥14.6b (up 2.2% from FY 2022). Profit margin: 6.2% (down from 6.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 08 June 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Jan 28Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: JP¥29.63 (down from JP¥40.00 in 3Q 2022). Revenue: JP¥61.6b (up 6.6% from 3Q 2022). Net income: JP¥2.70b (down 26% from 3Q 2022). Profit margin: 4.4% (down from 6.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 7.4%. Earnings per share (EPS) also missed analyst estimates by 37%. Revenue is forecast to grow 4.6% 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 32% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • Jan 28Japan Aviation Electronics Industry, Limited Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Japan Aviation Electronics Industry, Limited revised Consolidated earnings guidance for the Fiscal Year Ending March 31, 2023. For the year, the company expects net sales to be JPY 233,000 million, operating profit to be JPY 18,500 million, profit attributable to owners of parent to be JPY 14,500 million and basic earnings per share to be JPY 159.24 compared to previous guidance of net sales of JPY 250,000 million, operating profit of JPY 22,000 million, profit attributable to owners of parent of JPY 18,500 million basic earnings per share of JPY 203.18.