Reported Earnings • May 18
Full year 2026 earnings released: EPS: JP¥839 (vs JP¥654 in FY 2025) Full year 2026 results: EPS: JP¥839 (up from JP¥654 in FY 2025). Revenue: JP¥48.0b (up 1.5% from FY 2025). Net income: JP¥2.27b (up 28% from FY 2025). Profit margin: 4.7% (up from 3.7% in FY 2025). 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. Aankondiging • May 14
Applied Co.,Ltd., Annual General Meeting, Jun 19, 2026 Applied Co.,Ltd., Annual General Meeting, Jun 19, 2026. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥70.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 12% 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 (1.4%). Reported Earnings • Feb 15
Third quarter 2026 earnings released: EPS: JP¥211 (vs JP¥165 in 3Q 2025) Third quarter 2026 results: EPS: JP¥211 (up from JP¥165 in 3Q 2025). Revenue: JP¥13.6b (up 2.3% from 3Q 2025). Net income: JP¥569.0m (up 28% from 3Q 2025). Profit margin: 4.2% (up from 3.4% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Dec 09
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥4,670, the stock trades at a trailing P/E ratio of 5.9x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 174% over the past three years. Reported Earnings • Nov 18
Second quarter 2026 earnings released: EPS: JP¥237 (vs JP¥130 in 2Q 2025) Second quarter 2026 results: EPS: JP¥237 (up from JP¥130 in 2Q 2025). Revenue: JP¥11.4b (up 12% from 2Q 2025). Net income: JP¥640.0m (up 82% from 2Q 2025). Profit margin: 5.6% (up from 3.4% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥30.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%). Reported Earnings • Aug 10
First quarter 2026 earnings released: EPS: JP¥147 (vs JP¥119 in 1Q 2025) First quarter 2026 results: EPS: JP¥147 (up from JP¥119 in 1Q 2025). Revenue: JP¥9.71b (down 1.3% from 1Q 2025). Net income: JP¥396.0m (up 23% from 1Q 2025). Profit margin: 4.1% (up from 3.3% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 16% per year. Reported Earnings • May 19
Full year 2025 earnings released: EPS: JP¥654 (vs JP¥448 in FY 2024) Full year 2025 results: EPS: JP¥654 (up from JP¥448 in FY 2024). Revenue: JP¥47.3b (up 10% from FY 2024). Net income: JP¥1.77b (up 46% from FY 2024). Profit margin: 3.7% (up from 2.8% in FY 2024). The increase in margin was driven by higher revenue. 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 11% per year. Aankondiging • May 14
Applied Co.,Ltd., Annual General Meeting, Jun 26, 2025 Applied Co.,Ltd., Annual General Meeting, Jun 26, 2025. Valuation Update With 7 Day Price Move • May 14
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥3,150, the stock trades at a trailing P/E ratio of 6.1x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 52% over the past three years. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥60.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%). Aankondiging • Feb 28
Applied Co.,Ltd. to Report Fiscal Year 2025 Results on May 14, 2025 Applied Co.,Ltd. announced that they will report fiscal year 2025 results on May 14, 2025 Reported Earnings • Feb 16
Third quarter 2025 earnings released: EPS: JP¥165 (vs JP¥149 in 3Q 2024) Third quarter 2025 results: EPS: JP¥165 (up from JP¥149 in 3Q 2024). Revenue: JP¥13.3b (up 21% from 3Q 2024). Net income: JP¥446.0m (up 11% from 3Q 2024). Profit margin: 3.4% (down from 3.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥20.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%). Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to JP¥2,235, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 6.9% over the past three years. Aankondiging • May 16
Applied Co.,Ltd., Annual General Meeting, Jun 27, 2024 Applied Co.,Ltd., Annual General Meeting, Jun 27, 2024. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥60.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%). Aankondiging • Mar 02
Applied Co.,Ltd. to Report Fiscal Year 2024 Results on May 14, 2024 Applied Co.,Ltd. announced that they will report fiscal year 2024 results on May 14, 2024 Reported Earnings • Feb 17
Third quarter 2024 earnings released: EPS: JP¥149 (vs JP¥130 in 3Q 2023) Third quarter 2024 results: EPS: JP¥149 (up from JP¥130 in 3Q 2023). Revenue: JP¥11.0b (up 6.8% from 3Q 2023). Net income: JP¥402.0m (up 14% from 3Q 2023). Profit margin: 3.7% (up from 3.4% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 3% per year. Aankondiging • Dec 28
Applied Co.,Ltd. to Report Q3, 2024 Results on Feb 14, 2024 Applied Co.,Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024 Reported Earnings • Nov 19
Second quarter 2024 earnings released: EPS: JP¥103 (vs JP¥76.95 in 2Q 2023) Second quarter 2024 results: EPS: JP¥103 (up from JP¥76.95 in 2Q 2023). Revenue: JP¥10.1b (up 22% from 2Q 2023). Net income: JP¥279.0m (up 34% from 2Q 2023). Profit margin: 2.8% (up from 2.5% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 12% per year. Aankondiging • Oct 14
Applied Co.,Ltd. to Report Q2, 2024 Results on Nov 14, 2023 Applied Co.,Ltd. announced that they will report Q2, 2024 results on Nov 14, 2023 Upcoming Dividend • Sep 21
Upcoming dividend of JP¥20.00 per share at 3.4% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 07 December 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%). Reported Earnings • Aug 14
First quarter 2024 earnings released: EPS: JP¥91.01 (vs JP¥42.17 in 1Q 2023) First quarter 2024 results: EPS: JP¥91.01 (up from JP¥42.17 in 1Q 2023). Revenue: JP¥9.45b (up 17% from 1Q 2023). Net income: JP¥246.0m (up 116% from 1Q 2023). Profit margin: 2.6% (up from 1.4% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings. Reported Earnings • May 16
Full year 2023 earnings released: EPS: JP¥406 (vs JP¥549 in FY 2022) Full year 2023 results: EPS: JP¥406 (down from JP¥549 in FY 2022). Revenue: JP¥38.6b (down 12% from FY 2022). Net income: JP¥1.10b (down 26% from FY 2022). Profit margin: 2.8% (down from 3.4% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 3% per year. Aankondiging • May 14
Applied Co.,Ltd., Annual General Meeting, Jun 29, 2023 Applied Co.,Ltd., Annual General Meeting, Jun 29, 2023. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥60.00 per share at 2.2% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 16% 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 (1.5%). Reported Earnings • Feb 16
Third quarter 2023 earnings released: EPS: JP¥130 (vs JP¥150 in 3Q 2022) Third quarter 2023 results: EPS: JP¥130 (down from JP¥150 in 3Q 2022). Revenue: JP¥10.3b (down 6.9% from 3Q 2022). Net income: JP¥351.0m (down 13% from 3Q 2022). Profit margin: 3.4% (down from 3.7% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 3% per year. Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: JP¥76.95 (vs JP¥125 in 2Q 2022) Second quarter 2023 results: EPS: JP¥76.95 (down from JP¥125 in 2Q 2022). Revenue: JP¥8.33b (down 22% from 2Q 2022). Net income: JP¥208.0m (down 39% from 2Q 2022). Profit margin: 2.5% (down from 3.2% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 4% per year. Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. No independent directors (7 non-independent directors). Managing Director, Manager of Overall Special Machinery Sales Department and Director Shinya Honoki was the last director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥20.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%). Reported Earnings • Aug 12
First quarter 2023 earnings released: EPS: JP¥42.17 (vs JP¥127 in 1Q 2022) First quarter 2023 results: EPS: JP¥42.17 (down from JP¥127 in 1Q 2022). Revenue: JP¥8.10b (down 10% from 1Q 2022). Net income: JP¥114.0m (down 67% from 1Q 2022). Profit margin: 1.4% (down from 3.8% in 1Q 2022). The decrease in margin was driven by lower revenue. 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 16% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • May 17
Full year 2022 earnings released: EPS: JP¥549 (vs JP¥583 in FY 2021) Full year 2022 results: EPS: JP¥549 (down from JP¥583 in FY 2021). Revenue: JP¥44.0b (up 11% from FY 2021). Net income: JP¥1.49b (down 3.6% from FY 2021). Profit margin: 3.4% (down from 3.9% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • May 15
Applied Co., Ltd., Annual General Meeting, Jun 29, 2022 Applied Co., Ltd., Annual General Meeting, Jun 29, 2022. Board Change • Apr 27
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. No independent directors (6 non-independent directors). Managing Director, Manager of Overall Special Machinery Sales Department and Director Shinya Honoki was the last director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Aankondiging • Apr 07
Applied Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022 Applied Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 7.5% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%). Valuation Update With 7 Day Price Move • Feb 21
Investor sentiment deteriorated over the past week After last week's 16% share price decline to JP¥2,565, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 10x in the Specialty Retail industry in Japan. Total returns to shareholders of 72% over the past three years. Reported Earnings • Feb 16
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥150 (up from JP¥86.92 in 3Q 2021). Revenue: JP¥11.0b (flat on 3Q 2021). Net income: JP¥405.0m (up 72% from 3Q 2021). Profit margin: 3.7% (up from 2.1% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Jan 31
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥3,310, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 10x in the Specialty Retail industry in Japan. Total returns to shareholders of 132% over the past three years. Reported Earnings • Nov 15
Second quarter 2022 earnings released: EPS JP¥125 (vs JP¥118 in 2Q 2021) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥10.6b (up 9.4% from 2Q 2021). Net income: JP¥339.0m (up 9.7% from 2Q 2021). Profit margin: 3.2% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%). Reported Earnings • Aug 13
First quarter 2022 earnings released: EPS JP¥127 (vs JP¥182 in 1Q 2021) The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥9.01b (up 5.1% from 1Q 2021). Net income: JP¥343.0m (down 26% from 1Q 2021). Profit margin: 3.8% (down from 5.4% in 1Q 2021). The decrease in margin was driven by higher expenses. 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 21% per year. Valuation Update With 7 Day Price Move • May 21
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥3,060, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total returns to shareholders of 90% over the past three years. Reported Earnings • May 17
Full year 2021 earnings released: EPS JP¥583 (vs JP¥444 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥39.7b (up 23% from FY 2020). Net income: JP¥1.54b (up 36% from FY 2020). Profit margin: 3.9% (up from 3.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 16% per year. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%). Aankondiging • Mar 04
Applied Co.,Ltd. to Report Fiscal Year 2021 Results on May 14, 2021 Applied Co.,Ltd. announced that they will report fiscal year 2021 results on May 14, 2021 Reported Earnings • Feb 14
Third quarter 2021 earnings released: EPS JP¥86.92 (vs JP¥153 in 3Q 2020) The company reported a mediocre third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥11.1b (up 41% from 3Q 2020). Net income: JP¥235.0m (down 40% from 3Q 2020). Profit margin: 2.1% (down from 5.0% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 23% per year. Is New 90 Day High Low • Jan 15
New 90-day low: JP¥2,936 The company is down 41% from its price of JP¥4,985 on 16 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 12% over the same period. Is New 90 Day High Low • Dec 28
New 90-day low: JP¥2,950 The company is down 42% from its price of JP¥5,050 on 29 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 10.0% over the same period. Is New 90 Day High Low • Dec 07
New 90-day low: JP¥3,330 The company is down 15% from its price of JP¥3,940 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 14% over the same period. Valuation Update With 7 Day Price Move • Nov 20
Market pulls back on stock over the past week After last week's 18% share price decline to JP¥3,465, the stock is trading at a trailing P/E ratio of 6.1x, down from the previous P/E ratio of 7.5x. This compares to an average P/E of 12x in the Specialty Retail industry in Japan. Total returns to shareholders over the past three years are 131%. Is New 90 Day High Low • Nov 17
New 90-day low: JP¥3,540 The company is down 17% from its price of JP¥4,260 on 19 August 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 16% over the same period. Reported Earnings • Nov 15
Second quarter 2021 earnings released: EPS JP¥118 The company reported a soft second quarter result with weaker earnings and profit margins, although revenues were improved. Second quarter 2021 results: Revenue: JP¥9.71b (up 14% from 2Q 2020). Net income: JP¥309.0m (down 2.2% from 2Q 2020). Profit margin: 3.2% (down from 3.7% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth. Is New 90 Day High Low • Sep 25
New 90-day high: JP¥4,820 The company is up 11% from its price of JP¥4,355 on 26 June 2020. The Japanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 3.0% over the same period. Upcoming Dividend • Sep 22
Upcoming Dividend of JP¥15.00 Per Share Will be paid on the 9th of December to those who are registered shareholders by the 29th of September. The trailing yield of 0.9% is below the top quartile of Japanese dividend payers (3.1%), and is lower than industry peers (1.3%). Aankondiging • Jul 31
Applied Co., Ltd. announced that it has received ¥3.32958 million in funding from Daiwa Securities Co., Ltd., Investment Arm On July 27, 2020, Applied Co., Ltd. (JASDAQ:3020) closed the transaction. Aankondiging • Jul 10
Applied Co., Ltd. announced that it expects to receive ¥3.32958 million in funding from Daiwa Securities Co., Ltd., Investment Arm Applied Co., Ltd. (JASDAQ:3020) announced a private placement of 1,578 stock acquisition rights at a price of ¥2,110 per stock acquisition right for gross proceeds of ¥3,329,580 on July 9, 2020. The stock acquisition rights are exercisable into 157,800 shares which is equal to 100 shares per stock acquisition right at an initial exercise price of ¥4,415 per share. The transaction will include participation from Daiwa Securities Co., Ltd., Investment Arm through third-party allotment. The transaction has been approved by the board of directors of the company.