View ValuationKeyence 향후 성장Future 기준 점검 2/6Keyence (는) 각각 연간 8.8% 및 9.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13.8% 로 예상됩니다.핵심 정보8.7%이익 성장률8.84%EPS 성장률Electronic 이익 성장11.4%매출 성장률9.5%향후 자기자본이익률13.68%애널리스트 커버리지Good마지막 업데이트11 May 2026최근 향후 성장 업데이트Price Target Changed • May 07Price target increased by 7.0% to JP¥78,381Up from JP¥73,244, the current price target is an average from 16 analysts. New target price is approximately in line with last closing price of JP¥79,350. Stock is up 26% over the past year. The company is forecast to post earnings per share of JP¥2,048 for next year compared to JP¥1,836 last year.분석 기사 • Apr 28Analyst Estimates: Here's What Brokers Think Of Keyence Corporation (TSE:6861) After Its Full-Year ReportAs you might know, Keyence Corporation ( TSE:6861 ) just kicked off its latest yearly results with some very strong...분석 기사 • Jan 31Keyence Corporation Just Recorded A 9.8% EPS Beat: Here's What Analysts Are Forecasting NextKeyence Corporation ( TSE:6861 ) shareholders are probably feeling a little disappointed, since its shares fell 5.1% to...분석 기사 • Nov 01Here's What Analysts Are Forecasting For Keyence Corporation (TSE:6861) After Its Half-Year ResultsShareholders might have noticed that Keyence Corporation ( TSE:6861 ) filed its interim result this time last week. The...분석 기사 • Aug 01Analysts Are Updating Their Keyence Corporation (TSE:6861) Estimates After Its First-Quarter ResultsShareholders might have noticed that Keyence Corporation ( TSE:6861 ) filed its first-quarter result this time last...모든 업데이트 보기Recent updatesPrice Target Changed • May 07Price target increased by 7.0% to JP¥78,381Up from JP¥73,244, the current price target is an average from 16 analysts. New target price is approximately in line with last closing price of JP¥79,350. Stock is up 26% over the past year. The company is forecast to post earnings per share of JP¥2,048 for next year compared to JP¥1,836 last year.Valuation Update With 7 Day Price Move • May 01Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥76,130, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥40,711 per share.분석 기사 • Apr 28Analyst Estimates: Here's What Brokers Think Of Keyence Corporation (TSE:6861) After Its Full-Year ReportAs you might know, Keyence Corporation ( TSE:6861 ) just kicked off its latest yearly results with some very strong...New Risk • Apr 27New 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 7.2% 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. This is currently the only risk that has been identified for the company.분석 기사 • Apr 25Does Keyence (TSE:6861) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Reported Earnings • Apr 25Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥1,836 (up from JP¥1,644 in FY 2025). Revenue: JP¥1.17t (up 10% from FY 2025). Net income: JP¥445.2b (up 12% from FY 2025). Profit margin: 38% (in line with FY 2025). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 4.4%. Revenue is forecast to grow 9.3% 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 increased by 6% per year whereas the company’s share price has increased by 1% per year.공시 • Apr 25Keyence Corporation, Annual General Meeting, Jun 12, 2026Keyence Corporation, Annual General Meeting, Jun 12, 2026.공시 • Apr 21Keyence Corporation to Report Fiscal Year 2026 Results on Apr 24, 2026Keyence Corporation announced that they will report fiscal year 2026 results on Apr 24, 2026Upcoming Dividend • Mar 11Upcoming dividend of JP¥275 per shareEligible shareholders must have bought the stock before 18 March 2026. Payment date: 16 June 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%).분석 기사 • Feb 02Keyence (TSE:6861) Is Due To Pay A Dividend Of ¥275.00The board of Keyence Corporation ( TSE:6861 ) has announced that it will pay a dividend of ¥275.00 per share on the...분석 기사 • Jan 31Keyence Corporation Just Recorded A 9.8% EPS Beat: Here's What Analysts Are Forecasting NextKeyence Corporation ( TSE:6861 ) shareholders are probably feeling a little disappointed, since its shares fell 5.1% to...Reported Earnings • Jan 30Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: JP¥459 (up from JP¥421 in 3Q 2025). Revenue: JP¥289.3b (up 11% from 3Q 2025). Net income: JP¥111.2b (up 9.0% from 3Q 2025). Profit margin: 38% (in line with 3Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.8%. Revenue is forecast to grow 9.4% 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 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.분석 기사 • Jan 03Keyence Corporation's (TSE:6861) Popularity With Investors Is Under Threat From OverpricingWith a price-to-earnings (or "P/E") ratio of 33.6x Keyence Corporation ( TSE:6861 ) may be sending very bearish signals...공시 • Dec 26Keyence Corporation to Report Q3, 2026 Results on Jan 29, 2026Keyence Corporation announced that they will report Q3, 2026 results on Jan 29, 2026분석 기사 • Nov 27Keyence's (TSE:6861) Dividend Will Be ¥275.00Keyence Corporation ( TSE:6861 ) will pay a dividend of ¥275.00 on the 16th of June. This takes the annual payment to...Declared Dividend • Nov 26First half dividend of JP¥275 announcedShareholders will receive a dividend of JP¥275. Ex-date: 18th March 2026 Payment date: 16th June 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 35%.분석 기사 • Nov 01Here's What Analysts Are Forecasting For Keyence Corporation (TSE:6861) After Its Half-Year ResultsShareholders might have noticed that Keyence Corporation ( TSE:6861 ) filed its interim result this time last week. The...Reported Earnings • Oct 30Second quarter 2026 earnings: EPS exceeds analyst expectationsSecond quarter 2026 results: EPS: JP¥445 (up from JP¥397 in 2Q 2025). Revenue: JP¥284.2b (up 5.9% from 2Q 2025). Net income: JP¥107.8b (up 12% from 2Q 2025). Profit margin: 38% (up from 36% in 2Q 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 1.3%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 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 5% per year whereas the company’s share price has increased by 1% per year.공시 • Oct 29+ 2 more updatesKeyence Corporation Announces Interim Dividend for the Fiscal Year Ending March 20, 2026, Payable on November 25, 2025; Revises Year-End Dividend Forecasts for the Fiscal Year Ending March 20, 2026Keyence Corporation announced that the Company resolved, at the Board of Director's Meeting held on October 29, 2025 to approve a dividend from surplus (interim dividend) of JPY 275 per share for the fiscal year ending March 20, 2026 with a record date of September 20, 2025 and effective date is November 25, 2025. The company revised year-end dividend forecasts for the fiscal year ending March 20, 2026. For the year-end, the company expects to pay dividend of JPY 275 per share. Reason for the change: The Company has adopted a basic policy of maintaining stable dividend payments while securing the internal reserves necessary for future business development and strengthening its financial foundation. At the same time, the Company strives to enhance shareholder returns and improve capital efficiency. In accordance with this policy, and based on the steady growth of its stable earnings base, the Board of Directors resolved at its meeting held on October 29, 2025 to increase the dividend.공시 • Sep 27Keyence Corporation to Report Q2, 2026 Results on Oct 29, 2025Keyence Corporation announced that they will report Q2, 2026 results on Oct 29, 2025Upcoming Dividend • Sep 11Upcoming dividend of JP¥150 per shareEligible shareholders must have bought the stock before 18 September 2025. Payment date: 25 November 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).분석 기사 • Aug 19The Returns At Keyence (TSE:6861) Aren't GrowingTSE:6861 1 Year Share Price vs Fair Value Explore Keyence's Fair Values from the Community and select yours What trends...분석 기사 • Aug 01Analysts Are Updating Their Keyence Corporation (TSE:6861) Estimates After Its First-Quarter ResultsShareholders might have noticed that Keyence Corporation ( TSE:6861 ) filed its first-quarter result this time last...Reported Earnings • Jul 30First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: JP¥380 (down from JP¥386 in 1Q 2025). Revenue: JP¥261.1b (up 5.6% from 1Q 2025). Net income: JP¥92.1b (down 1.5% from 1Q 2025). Profit margin: 35% (down from 38% in 1Q 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 2.9%. Revenue is forecast to grow 9.2% 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 6% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Declared Dividend • Jul 18Final dividend of JP¥150 announcedShareholders will receive a dividend of JP¥150. Ex-date: 18th September 2025 Payment date: 25th November 2025 Dividend yield will be 0.6%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 21%. Cash payout ratio: 21%.분석 기사 • Jul 07Risks To Shareholder Returns Are Elevated At These Prices For Keyence Corporation (TSE:6861)With a price-to-earnings (or "P/E") ratio of 34.6x Keyence Corporation ( TSE:6861 ) may be sending very bearish signals...공시 • Jul 02Keyence Corporation to Report Q1, 2026 Results on Jul 29, 2025Keyence Corporation announced that they will report Q1, 2026 results on Jul 29, 2025Reported Earnings • Jun 19Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥1,644 (up from JP¥1,524 in FY 2024). Revenue: JP¥1.06t (up 9.5% from FY 2024). Net income: JP¥398.7b (up 7.8% from FY 2024). Profit margin: 38% (in line with FY 2024). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 1.3%. Revenue is forecast to grow 8.9% 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 7% per year and the company’s share price has also increased by 7% per year.공시 • May 21Keyence Corporation (TSE:6861) acquired Cadenas Technologies Ag.Keyence Corporation (TSE:6861) acquired Cadenas Technologies Ag on May 20, 2025. Keyence Corporation (TSE:6861) completed the acquisition of Cadenas Technologies Ag on May 20, 2025.Reported Earnings • Apr 26Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥1,644 (up from JP¥1,524 in FY 2024). Revenue: JP¥1.06t (up 9.5% from FY 2024). Net income: JP¥398.7b (up 7.8% from FY 2024). Profit margin: 38% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 8.9% 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 7% per year whereas the company’s share price has increased by 5% per year.공시 • Apr 25Keyence Corporation, Annual General Meeting, Jun 13, 2025Keyence Corporation, Annual General Meeting, Jun 13, 2025.공시 • Mar 28Keyence Corporation to Report Fiscal Year 2025 Results on Apr 25, 2025Keyence Corporation announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Apr 25, 2025Upcoming Dividend • Mar 11Upcoming dividend of JP¥175 per shareEligible shareholders must have bought the stock before 18 March 2025. Payment date: 17 June 2025. Payout ratio is a comfortable 9.2% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.7%).Reported Earnings • Feb 01Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: JP¥421 (up from JP¥360 in 3Q 2024). Revenue: JP¥259.6b (up 7.7% from 3Q 2024). Net income: JP¥102.0b (up 17% from 3Q 2024). Profit margin: 39% (up from 36% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 10% 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 whereas the company’s share price has increased by 4% per year.공시 • Jan 31Keyence Corporation Provides Dividend Guidance for the Fiscal Year Ending March 20, 2025Keyence Corporation provided dividend guidance for the fiscal year ending March 20, 2025. For the year, the company expects dividend of JPY 175.00 per share against JPY 150.00 per share.공시 • Jan 03Keyence Corporation to Report Q3, 2025 Results on Jan 31, 2025Keyence Corporation announced that they will report Q3, 2025 results on Jan 31, 2025Declared Dividend • Nov 26First half dividend of JP¥175 announcedShareholders will receive a dividend of JP¥175. Ex-date: 18th March 2025 Payment date: 17th June 2025 Dividend yield will be 0.5%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 30%. Cash payout ratio: 22%.Reported Earnings • Oct 30Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: JP¥397 (up from JP¥387 in 2Q 2024). Revenue: JP¥268.3b (up 10% from 2Q 2024). Net income: JP¥96.2b (up 2.4% from 2Q 2024). Profit margin: 36% (down from 39% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 3.8%. Revenue is forecast to grow 10% 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 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공시 • Oct 29+ 1 more updateKeyence Corporation Revises Dividend Guidance for the Year Ending March 20, 2025; Announces Interim Dividend for the End of Second Quarter Ended September 20, 2024Keyence Corporation revised dividend guidance for the year ending March 20, 2025. For the year, the company expects dividend of JPY 175 per share compared to previous guidance of JPY 150 per share. The company announced interim dividend of JPY 175 per share for the end of second quarter ended September 20, 2024 against JPY 150 per share a year ago.공시 • Sep 28Keyence Corporation to Report Q2, 2025 Results on Oct 29, 2024Keyence Corporation announced that they will report Q2, 2025 results on Oct 29, 2024Upcoming Dividend • Sep 12Upcoming dividend of JP¥150 per shareEligible shareholders must have bought the stock before 19 September 2024. Payment date: 20 November 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.9%). Lower than average of industry peers (1.6%).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥53,120, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥40,671 per share.Reported Earnings • Jul 28First quarter 2025 earnings released: EPS: JP¥386 (vs JP¥351 in 1Q 2024)First quarter 2025 results: EPS: JP¥386 (up from JP¥351 in 1Q 2024). Revenue: JP¥247.2b (up 11% from 1Q 2024). Net income: JP¥93.5b (up 9.9% from 1Q 2024). Profit margin: 38% (in line with 1Q 2024). Revenue is forecast to grow 10.0% 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 14% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jul 11Final dividend of JP¥150 announcedDividend of JP¥150 is the same as last year. Ex-date: 19th September 2024 Payment date: 20th November 2024 Dividend yield will be 0.4%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 20%. Cash payout ratio: 19%.공시 • Jun 30Keyence Corporation to Report Q1, 2025 Results on Jul 26, 2024Keyence Corporation announced that they will report Q1, 2025 results on Jul 26, 2024Reported Earnings • Jun 19Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥1,524 (up from JP¥1,497 in FY 2023). Revenue: JP¥967.3b (up 4.9% from FY 2023). Net income: JP¥369.6b (up 1.8% from FY 2023). Profit margin: 38% (down from 39% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.9%. Revenue is forecast to grow 9.9% 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 increased by 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 26Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥1,524 (up from JP¥1,497 in FY 2023). Revenue: JP¥967.3b (up 4.9% from FY 2023). Net income: JP¥369.6b (up 1.8% from FY 2023). Profit margin: 38% (down from 39% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.9%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.공시 • Apr 26Keyence Corporation, Annual General Meeting, Jun 14, 2024Keyence Corporation, Annual General Meeting, Jun 14, 2024.공시 • Mar 31Keyence Corporation to Report Fiscal Year 2024 Results on Apr 25, 2024Keyence Corporation announced that they will report fiscal year 2024 results on Apr 25, 2024Upcoming Dividend • Mar 11Upcoming dividend of JP¥150 per shareEligible shareholders must have bought the stock before 18 March 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.4%).Reported Earnings • Feb 04Third quarter 2024 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2024 results: EPS: JP¥360 (down from JP¥376 in 3Q 2023). Revenue: JP¥241.1b (flat on 3Q 2023). Net income: JP¥87.4b (down 4.1% from 3Q 2023). Profit margin: 36% (down from 38% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 9.3% 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 22% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.공시 • Feb 02Keyence Corporation Provides Dividend Guidance for the Fiscal Year Ending March 20, 2024Keyence Corporation provided dividend guidance for the fiscal year ending March 20, 2024. For the year, the company expects dividend of JPY 150.00 per share against JPY 150.00 per share paid a year ago.공시 • Dec 29Keyence Corporation to Report Q3, 2024 Results on Feb 02, 2024Keyence Corporation announced that they will report Q3, 2024 results on Feb 02, 2024Reported Earnings • Oct 29Second quarter 2024 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2024 results: EPS: JP¥387 (down from JP¥417 in 2Q 2023). Revenue: JP¥243.8b (down 3.2% from 2Q 2023). Net income: JP¥93.9b (down 7.0% from 2Q 2023). Profit margin: 39% (down from 40% in 2Q 2023). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.7% 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 increased by 25% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공시 • Oct 29Keyence Corporation Declares Dividend for the Second Quarter of Fiscal Year Ending September 20, 2023, Payable on November 20, 2023; Provides Dividend Guidance for the Fiscal Year Ended March 20, 2024Keyence Corporation declares dividend for the second quarter of fiscal year ending September 20, 2023. The company declared dividend of JPY 150.00 against JPY 150.00 paid a year ago, payable on November 20, 2023.For the full year ending March 20, 2024, the company expects JPY 150.00 against JPY 150.00 paid a year ago.공시 • Oct 01Keyence Corporation to Report Q2, 2024 Results on Oct 27, 2023Keyence Corporation announced that they will report Q2, 2024 results on Oct 27, 2023Upcoming Dividend • Sep 12Upcoming dividend of JP¥150 per share at 0.5% yieldEligible shareholders must have bought the stock before 19 September 2023. Payment date: 21 November 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.4%).Reported Earnings • Jul 29First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: JP¥351 (up from JP¥328 in 1Q 2023). Revenue: JP¥222.3b (up 16% from 1Q 2023). Net income: JP¥85.1b (up 6.9% from 1Q 2023). Profit margin: 38% (down from 42% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.1%. Earnings per share (EPS) also missed analyst estimates by 5.3%. Revenue is forecast to grow 9.5% 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 27% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.공시 • Jul 29Keyence Corporation Provides Dividend Forecast for the Year Ended March 20, 2024Keyence Corporation provided dividend forecast of JPY 150 per share for the year ended March 20, 2024 compared to paid dividend of JPY 150 per share a year ago.Reported Earnings • Jun 18Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥1,497 (up from JP¥1,251 in FY 2022). Revenue: JP¥922.4b (up 22% from FY 2022). Net income: JP¥363.0b (up 20% from FY 2022). Profit margin: 39% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 9.6% 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 26% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 29Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥1,497 (up from JP¥1,251 in FY 2022). Revenue: JP¥922.4b (up 22% from FY 2022). Net income: JP¥363.0b (up 20% from FY 2022). Profit margin: 39% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 10% 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 26% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 10Upcoming dividend of JP¥150 per share at 0.5% yieldEligible shareholders must have bought the stock before 17 March 2023. Payment date: 13 June 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.6%).Reported Earnings • Feb 02Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: EPS: JP¥360 (up from JP¥316 in 3Q 2022). Revenue: JP¥236.6b (up 25% from 3Q 2022). Net income: JP¥87.4b (up 14% from 3Q 2022). Profit margin: 37% (down from 40% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 3.4%. Revenue is forecast to grow 9.6% 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 24% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.공시 • Dec 29Keyence Corporation to Report Q3, 2023 Results on Feb 01, 2023Keyence Corporation announced that they will report Q3, 2023 results on Feb 01, 2023Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. 3 independent directors (7 non-independent directors). Director Masayuki Miki was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 30Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: JP¥417 (up from JP¥306 in 2Q 2022). Revenue: JP¥252.0b (up 36% from 2Q 2022). Net income: JP¥101.0b (up 36% from 2Q 2022). Profit margin: 40% (in line with 2Q 2022). Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is forecast to grow 9.4% 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 21% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 09Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 16 September 2022. Payment date: 22 November 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%).Reported Earnings • Jul 30First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: EPS: JP¥328 (up from JP¥279 in 1Q 2022). Revenue: JP¥192.0b (up 13% from 1Q 2022). Net income: JP¥79.6b (up 18% from 1Q 2022). Profit margin: 42% (up from 40% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 8.0%. Earnings per share (EPS) also missed analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 13%, compared to a 10% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 19% per year.Reported Earnings • Jun 19Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥1,251 (up from JP¥813 in FY 2021). Revenue: JP¥755.2b (up 40% from FY 2021). Net income: JP¥303.4b (up 54% from FY 2021). Profit margin: 40% (up from 37% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 13%, compared to a 9.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 12% per year.Reported Earnings • Apr 30Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥1,251 (up from JP¥813 in FY 2021). Revenue: JP¥755.2b (up 40% from FY 2021). Net income: JP¥303.4b (up 54% from FY 2021). Profit margin: 40% (up from 37% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 12%, compared to a 10.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.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. 10 experienced directors. 2 highly experienced directors. 2 independent directors (7 non-independent directors). Director Masayuki Miki was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Mar 10Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 17 March 2022. Payment date: 14 June 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.4%).Reported Earnings • Feb 02Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥316 (up from JP¥198 in 3Q 2021). Revenue: JP¥190.1b (up 38% from 3Q 2021). Net income: JP¥76.6b (up 60% from 3Q 2021). Profit margin: 40% (up from 35% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 12%, compared to a 9.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS JP¥306 (vs JP¥197 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥185.3b (up 44% from 2Q 2021). Net income: JP¥74.2b (up 55% from 2Q 2021). Profit margin: 40% (up from 37% in 2Q 2021). The increase in margin was driven by higher revenue. 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 32% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 09Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 16 September 2021. Payment date: 24 November 2021. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.0%).Reported Earnings • Aug 01First quarter 2022 earnings released: EPS JP¥279 (vs JP¥151 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥170.0b (up 55% from 1Q 2021). Net income: JP¥67.6b (up 85% from 1Q 2021). Profit margin: 40% (up from 33% in 1Q 2021). The increase in margin was driven by higher revenue. 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 27% per year, which means it is well ahead of earnings.Reported Earnings • Jun 19Full year 2021 earnings released: EPS JP¥813 (vs JP¥817 in FY 2020)The company reported a soft full year result with weaker revenues, although earnings and profit margins were flat. Full year 2021 results: Revenue: JP¥538.1b (down 2.5% from FY 2020). Net income: JP¥197.3b (flat on FY 2020). Profit margin: 37% (in line with FY 2020). 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 20% per year, which means it is well ahead of earnings.Reported Earnings • Apr 30Full year 2021 earnings released: EPS JP¥813 (vs JP¥817 in FY 2020)The company reported a soft full year result with weaker revenues, although earnings and profit margins were flat. Full year 2021 results: Revenue: JP¥538.1b (down 2.5% from FY 2020). Net income: JP¥197.3b (flat on FY 2020). Profit margin: 37% (in line with FY 2020). 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 16% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 11Upcoming Dividend of JP¥100.00 Per ShareWill be paid on the 15th of June to those who are registered shareholders by the 18th of March. The trailing yield of 0.4% is below the top quartile of Japanese dividend payers (2.8%), and is lower than industry peers (1.2%).Is New 90 Day High Low • Feb 15New 90-day high: JP¥59,080The company is up 12% from its price of JP¥52,680 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥17,358 per share.Reported Earnings • Feb 02Third quarter 2021 earnings released: EPS JP¥198 (vs JP¥203 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥138.0b (up 2.7% from 3Q 2020). Net income: JP¥48.0b (down 2.4% from 3Q 2020). Profit margin: 35% (down from 37% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 02Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 16%, compared to a 7.1% growth forecast for the Electronic industry in Japan.Is New 90 Day High Low • Dec 17New 90-day high: JP¥55,220The company is up 19% from its price of JP¥46,580 on 18 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥17,377 per share.이익 및 매출 성장 예측TSE:6861 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20291,595,621615,160508,378557,527123/31/20281,450,701556,925472,700517,039153/31/20271,316,434501,405423,412447,230153/20/20261,169,289445,185402,309430,680N/A12/20/20251,118,560418,058N/AN/AN/A9/20/20251,088,895408,895378,131396,783N/A6/20/20251,072,998397,238N/AN/AN/A3/20/20251,059,145398,656395,180409,522N/A12/20/20241,035,289394,981N/AN/AN/A9/20/20241,016,758380,321384,952398,885N/A6/20/2024992,237378,044N/AN/AN/A3/20/2024967,288369,642375,424387,916N/A12/20/2023948,993361,367N/AN/AN/A9/20/2023944,502361,363324,662364,541N/A6/20/2023952,689368,472N/AN/AN/A3/20/2023922,422362,963263,283302,628N/A12/20/2022890,460352,977N/AN/AN/A9/20/2022843,956342,217275,587283,705N/A6/20/2022777,218315,415N/AN/AN/A3/20/2022755,174303,360265,314271,476N/A12/20/2021706,663283,331N/AN/AN/A9/20/2021654,597254,750213,905219,413N/A6/20/2021598,121228,351N/AN/AN/A3/20/2021538,134197,289188,294192,652N/A12/20/2020517,252182,676N/AN/AN/A9/20/2020513,619183,856191,979198,021N/A6/20/2020527,147188,174N/AN/AN/A3/20/2020551,843198,124195,191203,434N/A12/20/2019557,905204,212N/AN/AN/A9/20/2019570,172211,011N/A216,633N/A6/20/2019578,554216,966N/AN/AN/A3/20/2019587,095226,147N/A209,380N/A12/20/2018585,836227,969N/AN/AN/A9/20/2018570,296223,744N/A199,040N/A6/20/2018550,461218,779N/AN/AN/A3/20/2018526,847210,595N/A202,934N/A3/20/2017421,796160,907N/A162,213N/A6/20/2016385,408129,900N/A84,824N/A3/20/2016379,282137,166N/A106,483N/A12/20/2015282,087105,030N/AN/AN/A9/20/2015363,478132,214N/AN/AN/A6/20/2015349,172128,395N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 6861 의 연간 예상 수익 증가율(8.8%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 6861 의 연간 수익(8.8%)이 JP 시장(8.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 6861 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 6861 의 수익(연간 9.5%)이 JP 시장(연간 5.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 6861 의 수익(연간 9.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 6861의 자본 수익률은 3년 후 13.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 14:13종가2026/05/20 00:00수익2026/03/20연간 수익2026/03/20데이터 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 소스Keyence Corporation는 24명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jay HuangBernsteinKenjin HottaBofA Global ResearchGraeme McDonaldCitigroup Inc21명의 분석가 더 보기
Price Target Changed • May 07Price target increased by 7.0% to JP¥78,381Up from JP¥73,244, the current price target is an average from 16 analysts. New target price is approximately in line with last closing price of JP¥79,350. Stock is up 26% over the past year. The company is forecast to post earnings per share of JP¥2,048 for next year compared to JP¥1,836 last year.
분석 기사 • Apr 28Analyst Estimates: Here's What Brokers Think Of Keyence Corporation (TSE:6861) After Its Full-Year ReportAs you might know, Keyence Corporation ( TSE:6861 ) just kicked off its latest yearly results with some very strong...
분석 기사 • Jan 31Keyence Corporation Just Recorded A 9.8% EPS Beat: Here's What Analysts Are Forecasting NextKeyence Corporation ( TSE:6861 ) shareholders are probably feeling a little disappointed, since its shares fell 5.1% to...
분석 기사 • Nov 01Here's What Analysts Are Forecasting For Keyence Corporation (TSE:6861) After Its Half-Year ResultsShareholders might have noticed that Keyence Corporation ( TSE:6861 ) filed its interim result this time last week. The...
분석 기사 • Aug 01Analysts Are Updating Their Keyence Corporation (TSE:6861) Estimates After Its First-Quarter ResultsShareholders might have noticed that Keyence Corporation ( TSE:6861 ) filed its first-quarter result this time last...
Price Target Changed • May 07Price target increased by 7.0% to JP¥78,381Up from JP¥73,244, the current price target is an average from 16 analysts. New target price is approximately in line with last closing price of JP¥79,350. Stock is up 26% over the past year. The company is forecast to post earnings per share of JP¥2,048 for next year compared to JP¥1,836 last year.
Valuation Update With 7 Day Price Move • May 01Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥76,130, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥40,711 per share.
분석 기사 • Apr 28Analyst Estimates: Here's What Brokers Think Of Keyence Corporation (TSE:6861) After Its Full-Year ReportAs you might know, Keyence Corporation ( TSE:6861 ) just kicked off its latest yearly results with some very strong...
New Risk • Apr 27New 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 7.2% 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. This is currently the only risk that has been identified for the company.
분석 기사 • Apr 25Does Keyence (TSE:6861) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Reported Earnings • Apr 25Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥1,836 (up from JP¥1,644 in FY 2025). Revenue: JP¥1.17t (up 10% from FY 2025). Net income: JP¥445.2b (up 12% from FY 2025). Profit margin: 38% (in line with FY 2025). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 4.4%. Revenue is forecast to grow 9.3% 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 increased by 6% per year whereas the company’s share price has increased by 1% per year.
공시 • Apr 25Keyence Corporation, Annual General Meeting, Jun 12, 2026Keyence Corporation, Annual General Meeting, Jun 12, 2026.
공시 • Apr 21Keyence Corporation to Report Fiscal Year 2026 Results on Apr 24, 2026Keyence Corporation announced that they will report fiscal year 2026 results on Apr 24, 2026
Upcoming Dividend • Mar 11Upcoming dividend of JP¥275 per shareEligible shareholders must have bought the stock before 18 March 2026. Payment date: 16 June 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%).
분석 기사 • Feb 02Keyence (TSE:6861) Is Due To Pay A Dividend Of ¥275.00The board of Keyence Corporation ( TSE:6861 ) has announced that it will pay a dividend of ¥275.00 per share on the...
분석 기사 • Jan 31Keyence Corporation Just Recorded A 9.8% EPS Beat: Here's What Analysts Are Forecasting NextKeyence Corporation ( TSE:6861 ) shareholders are probably feeling a little disappointed, since its shares fell 5.1% to...
Reported Earnings • Jan 30Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: JP¥459 (up from JP¥421 in 3Q 2025). Revenue: JP¥289.3b (up 11% from 3Q 2025). Net income: JP¥111.2b (up 9.0% from 3Q 2025). Profit margin: 38% (in line with 3Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.8%. Revenue is forecast to grow 9.4% 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 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
분석 기사 • Jan 03Keyence Corporation's (TSE:6861) Popularity With Investors Is Under Threat From OverpricingWith a price-to-earnings (or "P/E") ratio of 33.6x Keyence Corporation ( TSE:6861 ) may be sending very bearish signals...
공시 • Dec 26Keyence Corporation to Report Q3, 2026 Results on Jan 29, 2026Keyence Corporation announced that they will report Q3, 2026 results on Jan 29, 2026
분석 기사 • Nov 27Keyence's (TSE:6861) Dividend Will Be ¥275.00Keyence Corporation ( TSE:6861 ) will pay a dividend of ¥275.00 on the 16th of June. This takes the annual payment to...
Declared Dividend • Nov 26First half dividend of JP¥275 announcedShareholders will receive a dividend of JP¥275. Ex-date: 18th March 2026 Payment date: 16th June 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 35%.
분석 기사 • Nov 01Here's What Analysts Are Forecasting For Keyence Corporation (TSE:6861) After Its Half-Year ResultsShareholders might have noticed that Keyence Corporation ( TSE:6861 ) filed its interim result this time last week. The...
Reported Earnings • Oct 30Second quarter 2026 earnings: EPS exceeds analyst expectationsSecond quarter 2026 results: EPS: JP¥445 (up from JP¥397 in 2Q 2025). Revenue: JP¥284.2b (up 5.9% from 2Q 2025). Net income: JP¥107.8b (up 12% from 2Q 2025). Profit margin: 38% (up from 36% in 2Q 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 1.3%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 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 5% per year whereas the company’s share price has increased by 1% per year.
공시 • Oct 29+ 2 more updatesKeyence Corporation Announces Interim Dividend for the Fiscal Year Ending March 20, 2026, Payable on November 25, 2025; Revises Year-End Dividend Forecasts for the Fiscal Year Ending March 20, 2026Keyence Corporation announced that the Company resolved, at the Board of Director's Meeting held on October 29, 2025 to approve a dividend from surplus (interim dividend) of JPY 275 per share for the fiscal year ending March 20, 2026 with a record date of September 20, 2025 and effective date is November 25, 2025. The company revised year-end dividend forecasts for the fiscal year ending March 20, 2026. For the year-end, the company expects to pay dividend of JPY 275 per share. Reason for the change: The Company has adopted a basic policy of maintaining stable dividend payments while securing the internal reserves necessary for future business development and strengthening its financial foundation. At the same time, the Company strives to enhance shareholder returns and improve capital efficiency. In accordance with this policy, and based on the steady growth of its stable earnings base, the Board of Directors resolved at its meeting held on October 29, 2025 to increase the dividend.
공시 • Sep 27Keyence Corporation to Report Q2, 2026 Results on Oct 29, 2025Keyence Corporation announced that they will report Q2, 2026 results on Oct 29, 2025
Upcoming Dividend • Sep 11Upcoming dividend of JP¥150 per shareEligible shareholders must have bought the stock before 18 September 2025. Payment date: 25 November 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).
분석 기사 • Aug 19The Returns At Keyence (TSE:6861) Aren't GrowingTSE:6861 1 Year Share Price vs Fair Value Explore Keyence's Fair Values from the Community and select yours What trends...
분석 기사 • Aug 01Analysts Are Updating Their Keyence Corporation (TSE:6861) Estimates After Its First-Quarter ResultsShareholders might have noticed that Keyence Corporation ( TSE:6861 ) filed its first-quarter result this time last...
Reported Earnings • Jul 30First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: JP¥380 (down from JP¥386 in 1Q 2025). Revenue: JP¥261.1b (up 5.6% from 1Q 2025). Net income: JP¥92.1b (down 1.5% from 1Q 2025). Profit margin: 35% (down from 38% in 1Q 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 2.9%. Revenue is forecast to grow 9.2% 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 6% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Declared Dividend • Jul 18Final dividend of JP¥150 announcedShareholders will receive a dividend of JP¥150. Ex-date: 18th September 2025 Payment date: 25th November 2025 Dividend yield will be 0.6%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 21%. Cash payout ratio: 21%.
분석 기사 • Jul 07Risks To Shareholder Returns Are Elevated At These Prices For Keyence Corporation (TSE:6861)With a price-to-earnings (or "P/E") ratio of 34.6x Keyence Corporation ( TSE:6861 ) may be sending very bearish signals...
공시 • Jul 02Keyence Corporation to Report Q1, 2026 Results on Jul 29, 2025Keyence Corporation announced that they will report Q1, 2026 results on Jul 29, 2025
Reported Earnings • Jun 19Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥1,644 (up from JP¥1,524 in FY 2024). Revenue: JP¥1.06t (up 9.5% from FY 2024). Net income: JP¥398.7b (up 7.8% from FY 2024). Profit margin: 38% (in line with FY 2024). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 1.3%. Revenue is forecast to grow 8.9% 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 7% per year and the company’s share price has also increased by 7% per year.
공시 • May 21Keyence Corporation (TSE:6861) acquired Cadenas Technologies Ag.Keyence Corporation (TSE:6861) acquired Cadenas Technologies Ag on May 20, 2025. Keyence Corporation (TSE:6861) completed the acquisition of Cadenas Technologies Ag on May 20, 2025.
Reported Earnings • Apr 26Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥1,644 (up from JP¥1,524 in FY 2024). Revenue: JP¥1.06t (up 9.5% from FY 2024). Net income: JP¥398.7b (up 7.8% from FY 2024). Profit margin: 38% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 8.9% 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 7% per year whereas the company’s share price has increased by 5% per year.
공시 • Apr 25Keyence Corporation, Annual General Meeting, Jun 13, 2025Keyence Corporation, Annual General Meeting, Jun 13, 2025.
공시 • Mar 28Keyence Corporation to Report Fiscal Year 2025 Results on Apr 25, 2025Keyence Corporation announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Apr 25, 2025
Upcoming Dividend • Mar 11Upcoming dividend of JP¥175 per shareEligible shareholders must have bought the stock before 18 March 2025. Payment date: 17 June 2025. Payout ratio is a comfortable 9.2% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.7%).
Reported Earnings • Feb 01Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: JP¥421 (up from JP¥360 in 3Q 2024). Revenue: JP¥259.6b (up 7.7% from 3Q 2024). Net income: JP¥102.0b (up 17% from 3Q 2024). Profit margin: 39% (up from 36% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 10% 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 whereas the company’s share price has increased by 4% per year.
공시 • Jan 31Keyence Corporation Provides Dividend Guidance for the Fiscal Year Ending March 20, 2025Keyence Corporation provided dividend guidance for the fiscal year ending March 20, 2025. For the year, the company expects dividend of JPY 175.00 per share against JPY 150.00 per share.
공시 • Jan 03Keyence Corporation to Report Q3, 2025 Results on Jan 31, 2025Keyence Corporation announced that they will report Q3, 2025 results on Jan 31, 2025
Declared Dividend • Nov 26First half dividend of JP¥175 announcedShareholders will receive a dividend of JP¥175. Ex-date: 18th March 2025 Payment date: 17th June 2025 Dividend yield will be 0.5%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 30%. Cash payout ratio: 22%.
Reported Earnings • Oct 30Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: JP¥397 (up from JP¥387 in 2Q 2024). Revenue: JP¥268.3b (up 10% from 2Q 2024). Net income: JP¥96.2b (up 2.4% from 2Q 2024). Profit margin: 36% (down from 39% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 3.8%. Revenue is forecast to grow 10% 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 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공시 • Oct 29+ 1 more updateKeyence Corporation Revises Dividend Guidance for the Year Ending March 20, 2025; Announces Interim Dividend for the End of Second Quarter Ended September 20, 2024Keyence Corporation revised dividend guidance for the year ending March 20, 2025. For the year, the company expects dividend of JPY 175 per share compared to previous guidance of JPY 150 per share. The company announced interim dividend of JPY 175 per share for the end of second quarter ended September 20, 2024 against JPY 150 per share a year ago.
공시 • Sep 28Keyence Corporation to Report Q2, 2025 Results on Oct 29, 2024Keyence Corporation announced that they will report Q2, 2025 results on Oct 29, 2024
Upcoming Dividend • Sep 12Upcoming dividend of JP¥150 per shareEligible shareholders must have bought the stock before 19 September 2024. Payment date: 20 November 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.9%). Lower than average of industry peers (1.6%).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥53,120, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥40,671 per share.
Reported Earnings • Jul 28First quarter 2025 earnings released: EPS: JP¥386 (vs JP¥351 in 1Q 2024)First quarter 2025 results: EPS: JP¥386 (up from JP¥351 in 1Q 2024). Revenue: JP¥247.2b (up 11% from 1Q 2024). Net income: JP¥93.5b (up 9.9% from 1Q 2024). Profit margin: 38% (in line with 1Q 2024). Revenue is forecast to grow 10.0% 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 14% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jul 11Final dividend of JP¥150 announcedDividend of JP¥150 is the same as last year. Ex-date: 19th September 2024 Payment date: 20th November 2024 Dividend yield will be 0.4%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 20%. Cash payout ratio: 19%.
공시 • Jun 30Keyence Corporation to Report Q1, 2025 Results on Jul 26, 2024Keyence Corporation announced that they will report Q1, 2025 results on Jul 26, 2024
Reported Earnings • Jun 19Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥1,524 (up from JP¥1,497 in FY 2023). Revenue: JP¥967.3b (up 4.9% from FY 2023). Net income: JP¥369.6b (up 1.8% from FY 2023). Profit margin: 38% (down from 39% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.9%. Revenue is forecast to grow 9.9% 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 increased by 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 26Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥1,524 (up from JP¥1,497 in FY 2023). Revenue: JP¥967.3b (up 4.9% from FY 2023). Net income: JP¥369.6b (up 1.8% from FY 2023). Profit margin: 38% (down from 39% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.9%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
공시 • Apr 26Keyence Corporation, Annual General Meeting, Jun 14, 2024Keyence Corporation, Annual General Meeting, Jun 14, 2024.
공시 • Mar 31Keyence Corporation to Report Fiscal Year 2024 Results on Apr 25, 2024Keyence Corporation announced that they will report fiscal year 2024 results on Apr 25, 2024
Upcoming Dividend • Mar 11Upcoming dividend of JP¥150 per shareEligible shareholders must have bought the stock before 18 March 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.4%).
Reported Earnings • Feb 04Third quarter 2024 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2024 results: EPS: JP¥360 (down from JP¥376 in 3Q 2023). Revenue: JP¥241.1b (flat on 3Q 2023). Net income: JP¥87.4b (down 4.1% from 3Q 2023). Profit margin: 36% (down from 38% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 9.3% 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 22% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
공시 • Feb 02Keyence Corporation Provides Dividend Guidance for the Fiscal Year Ending March 20, 2024Keyence Corporation provided dividend guidance for the fiscal year ending March 20, 2024. For the year, the company expects dividend of JPY 150.00 per share against JPY 150.00 per share paid a year ago.
공시 • Dec 29Keyence Corporation to Report Q3, 2024 Results on Feb 02, 2024Keyence Corporation announced that they will report Q3, 2024 results on Feb 02, 2024
Reported Earnings • Oct 29Second quarter 2024 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2024 results: EPS: JP¥387 (down from JP¥417 in 2Q 2023). Revenue: JP¥243.8b (down 3.2% from 2Q 2023). Net income: JP¥93.9b (down 7.0% from 2Q 2023). Profit margin: 39% (down from 40% in 2Q 2023). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.7% 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 increased by 25% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공시 • Oct 29Keyence Corporation Declares Dividend for the Second Quarter of Fiscal Year Ending September 20, 2023, Payable on November 20, 2023; Provides Dividend Guidance for the Fiscal Year Ended March 20, 2024Keyence Corporation declares dividend for the second quarter of fiscal year ending September 20, 2023. The company declared dividend of JPY 150.00 against JPY 150.00 paid a year ago, payable on November 20, 2023.For the full year ending March 20, 2024, the company expects JPY 150.00 against JPY 150.00 paid a year ago.
공시 • Oct 01Keyence Corporation to Report Q2, 2024 Results on Oct 27, 2023Keyence Corporation announced that they will report Q2, 2024 results on Oct 27, 2023
Upcoming Dividend • Sep 12Upcoming dividend of JP¥150 per share at 0.5% yieldEligible shareholders must have bought the stock before 19 September 2023. Payment date: 21 November 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.4%).
Reported Earnings • Jul 29First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: JP¥351 (up from JP¥328 in 1Q 2023). Revenue: JP¥222.3b (up 16% from 1Q 2023). Net income: JP¥85.1b (up 6.9% from 1Q 2023). Profit margin: 38% (down from 42% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.1%. Earnings per share (EPS) also missed analyst estimates by 5.3%. Revenue is forecast to grow 9.5% 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 27% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
공시 • Jul 29Keyence Corporation Provides Dividend Forecast for the Year Ended March 20, 2024Keyence Corporation provided dividend forecast of JPY 150 per share for the year ended March 20, 2024 compared to paid dividend of JPY 150 per share a year ago.
Reported Earnings • Jun 18Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥1,497 (up from JP¥1,251 in FY 2022). Revenue: JP¥922.4b (up 22% from FY 2022). Net income: JP¥363.0b (up 20% from FY 2022). Profit margin: 39% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 9.6% 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 26% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 29Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥1,497 (up from JP¥1,251 in FY 2022). Revenue: JP¥922.4b (up 22% from FY 2022). Net income: JP¥363.0b (up 20% from FY 2022). Profit margin: 39% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 10% 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 26% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 10Upcoming dividend of JP¥150 per share at 0.5% yieldEligible shareholders must have bought the stock before 17 March 2023. Payment date: 13 June 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.6%).
Reported Earnings • Feb 02Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: EPS: JP¥360 (up from JP¥316 in 3Q 2022). Revenue: JP¥236.6b (up 25% from 3Q 2022). Net income: JP¥87.4b (up 14% from 3Q 2022). Profit margin: 37% (down from 40% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 3.4%. Revenue is forecast to grow 9.6% 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 24% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
공시 • Dec 29Keyence Corporation to Report Q3, 2023 Results on Feb 01, 2023Keyence Corporation announced that they will report Q3, 2023 results on Feb 01, 2023
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. 3 independent directors (7 non-independent directors). Director Masayuki Miki was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 30Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: JP¥417 (up from JP¥306 in 2Q 2022). Revenue: JP¥252.0b (up 36% from 2Q 2022). Net income: JP¥101.0b (up 36% from 2Q 2022). Profit margin: 40% (in line with 2Q 2022). Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is forecast to grow 9.4% 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 21% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 09Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 16 September 2022. Payment date: 22 November 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%).
Reported Earnings • Jul 30First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: EPS: JP¥328 (up from JP¥279 in 1Q 2022). Revenue: JP¥192.0b (up 13% from 1Q 2022). Net income: JP¥79.6b (up 18% from 1Q 2022). Profit margin: 42% (up from 40% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 8.0%. Earnings per share (EPS) also missed analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 13%, compared to a 10% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 19% per year.
Reported Earnings • Jun 19Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥1,251 (up from JP¥813 in FY 2021). Revenue: JP¥755.2b (up 40% from FY 2021). Net income: JP¥303.4b (up 54% from FY 2021). Profit margin: 40% (up from 37% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 13%, compared to a 9.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 12% per year.
Reported Earnings • Apr 30Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥1,251 (up from JP¥813 in FY 2021). Revenue: JP¥755.2b (up 40% from FY 2021). Net income: JP¥303.4b (up 54% from FY 2021). Profit margin: 40% (up from 37% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 12%, compared to a 10.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.
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. 10 experienced directors. 2 highly experienced directors. 2 independent directors (7 non-independent directors). Director Masayuki Miki was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Mar 10Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 17 March 2022. Payment date: 14 June 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.4%).
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥316 (up from JP¥198 in 3Q 2021). Revenue: JP¥190.1b (up 38% from 3Q 2021). Net income: JP¥76.6b (up 60% from 3Q 2021). Profit margin: 40% (up from 35% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 12%, compared to a 9.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS JP¥306 (vs JP¥197 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥185.3b (up 44% from 2Q 2021). Net income: JP¥74.2b (up 55% from 2Q 2021). Profit margin: 40% (up from 37% in 2Q 2021). The increase in margin was driven by higher revenue. 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 32% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 09Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 16 September 2021. Payment date: 24 November 2021. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.0%).
Reported Earnings • Aug 01First quarter 2022 earnings released: EPS JP¥279 (vs JP¥151 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥170.0b (up 55% from 1Q 2021). Net income: JP¥67.6b (up 85% from 1Q 2021). Profit margin: 40% (up from 33% in 1Q 2021). The increase in margin was driven by higher revenue. 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 27% per year, which means it is well ahead of earnings.
Reported Earnings • Jun 19Full year 2021 earnings released: EPS JP¥813 (vs JP¥817 in FY 2020)The company reported a soft full year result with weaker revenues, although earnings and profit margins were flat. Full year 2021 results: Revenue: JP¥538.1b (down 2.5% from FY 2020). Net income: JP¥197.3b (flat on FY 2020). Profit margin: 37% (in line with FY 2020). 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 20% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 30Full year 2021 earnings released: EPS JP¥813 (vs JP¥817 in FY 2020)The company reported a soft full year result with weaker revenues, although earnings and profit margins were flat. Full year 2021 results: Revenue: JP¥538.1b (down 2.5% from FY 2020). Net income: JP¥197.3b (flat on FY 2020). Profit margin: 37% (in line with FY 2020). 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 16% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 11Upcoming Dividend of JP¥100.00 Per ShareWill be paid on the 15th of June to those who are registered shareholders by the 18th of March. The trailing yield of 0.4% is below the top quartile of Japanese dividend payers (2.8%), and is lower than industry peers (1.2%).
Is New 90 Day High Low • Feb 15New 90-day high: JP¥59,080The company is up 12% from its price of JP¥52,680 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥17,358 per share.
Reported Earnings • Feb 02Third quarter 2021 earnings released: EPS JP¥198 (vs JP¥203 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥138.0b (up 2.7% from 3Q 2020). Net income: JP¥48.0b (down 2.4% from 3Q 2020). Profit margin: 35% (down from 37% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 02Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 16%, compared to a 7.1% growth forecast for the Electronic industry in Japan.
Is New 90 Day High Low • Dec 17New 90-day high: JP¥55,220The company is up 19% from its price of JP¥46,580 on 18 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥17,377 per share.