ROHM Toekomstige groei
Future criteriumcontroles 3/6
ROHM zal naar verwachting groeien in winst en omzet met respectievelijk 58.9% en 4.2% per jaar. De winst per aandeel zal naar verwachting groeien met 63.1% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 5.4% zijn.
Belangrijke informatie
58.9%
Groei van de winst
63.13%
Groei van de winst per aandeel
| Semiconductor winstgroei | 28.4% |
| Inkomstengroei | 4.2% |
| Toekomstig rendement op eigen vermogen | 5.40% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 28 Apr 2026 |
Recente toekomstige groei-updates
Earnings Miss: ROHM Co., Ltd. Missed EPS By 18% And Analysts Are Revising Their Forecasts
Feb 06
ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Nov 09ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Aug 06Analyst Estimates: Here's What Brokers Think Of ROHM Co., Ltd. (TSE:6963) After Its Full-Year Report
May 16Recent updates
6963: Power Semiconductor M&A Uncertainty Will Limit Future Share Price Upside
Analysts have raised their price target for ROHM from ¥2,838.89 to ¥2,944.44, citing slightly revised assumptions for discount rates, revenue, profit margins, and future P/E as the primary factors behind the adjustment. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A transaction announcement).6963: Ongoing Takeover And Merger Talks Will Restrict Future Share Upside
Analysts have adjusted their price target for ROHM from ¥2,715 to about ¥2,839, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News DENSO Corporation has proposed acquiring the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A Transaction Announcements).6963: Pending Takeover Talks Will Limit Future Upside Potential
Analysts have adjusted their price target on ROHM to ¥2,715 from ¥2,435, reflecting updated assumptions for profit margins, revenue growth and future P/E multiples. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would result in DENSO owning 100% of the company if completed (M&A transaction announcement).6963: GaN Power Expansion And Pending Takeover Will Restrain Future Upside
Analysts have made a slight upward adjustment to their price target on ROHM, nudging fair value from ¥2,431.82 to ¥2,435.00 as they refresh their assumptions on the discount rate, revenue growth, profit margin, and future P/E. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A Transaction Announcements, March 6, 2026).6963: Power Devices And Cost Discipline Will Shape Balanced Fair Value Outlook
Analysts have slightly raised their fair value estimate for ROHM from about ¥2,395 to roughly ¥2,432, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E. What's in the News ROHM introduced the BD9xxN5 Series of 500mA LDO regulator ICs using its Nano Cap technology, targeting 12V and 24V primary power supplies in automotive, industrial, and communications equipment, with an emphasis on stable operation using small capacitors and low output voltage ripple (Key Developments).
SiC Expansion And Margin Targets Will Likely Strain Capacity And Depress Returns
Catalysts About ROHM ROHM is a semiconductor manufacturer focused on power and analog technologies across automotive, industrial, consumer and AI server applications. What are the underlying business or industry changes driving this perspective?6963: Product Pipeline And Cost Pressures Will Shape Balanced Fair Value Outlook
Analysts have raised their fair value estimate for ROHM from ¥2,240.91 to ¥2,395.45, citing slightly revised assumptions for the discount rate, revenue growth, profit margin and future P/E to support the higher price target. What's in the News ROHM introduced the BD9xxN5 Series of 500mA LDO regulator ICs using its Nano Cap control technology, aimed at 12V and 24V automotive, industrial and communication infrastructure power supplies, with a focus on stable operation using small capacitors and reduced output voltage ripple (Key Developments).Earnings Miss: ROHM Co., Ltd. Missed EPS By 18% And Analysts Are Revising Their Forecasts
Feb 06
Fair Long-Term View Centers On SiC Power Devices And Automotive Expansion
Catalysts About ROHM ROHM is a semiconductor company focused on power and analog technologies across automotive, industrial and consumer markets. What are the underlying business or industry changes driving this perspective?6963: Elevated Multiple And Cost Pressures Will Constrain Product Ramp Upside
Analysts have lifted their fair value estimate for ROHM from ¥2,204.55 to ¥2,240.91, reflecting updated assumptions around discount rates, profit margins and future P/E that slightly adjust their overall price target outlook. What's in the News ROHM revised its consolidated earnings guidance for the year ending March 31, 2026, now projecting net sales of ¥460,000m, operating profit of ¥5,000m, profit attributable to owners of parent of ¥9,000m, and net income per share of ¥23.31, compared with prior guidance of net sales of ¥440,000m, operating profit of ¥4,000m, profit attributable to owners of parent of ¥7,000m, and net income per share of ¥18.14 (Corporate guidance).ROHM (TSE:6963) Has Announced A Dividend Of ¥25.00
Jan 226963: Product Ramp And Raised Guidance Will Support Balanced Earnings Outlook
Analysts have kept their fair value estimate for ROHM steady at ¥2,204.55 while slightly adjusting inputs such as the discount rate and future P/E. This reflects fine tuning of their valuation framework rather than a major shift in outlook.ROHM (TSE:6963) Is Paying Out A Dividend Of ¥25.00
Jan 086963: New Product Pipeline And Guidance Revision Will Support Balanced Profit Outlook
Analysts have modestly raised their price target on ROHM, reflecting slightly higher long term growth and profitability expectations. They are maintaining a fair value estimate of ¥2,204.55 per share, as incremental improvements in revenue growth and profit margins offset a marginally higher discount rate and a slightly lower assumed future P E multiple.ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00
Dec 216963: New Guidance And Manufacturing Reorganization Will Support Balanced Profit Outlook
Analysts have slightly trimmed their price target on ROHM from approximately $2,222.73 to $2,204.55, reflecting a modest recalibration of valuation multiples, despite marginally higher revenue growth expectations and a lower discount rate. What's in the News Raising full year FY2026 guidance, ROHM now expects net sales of JPY 460 billion and profit attributable to owners of parent of JPY 9 billion, citing stronger first half demand in PCs, servers, and energy saving applications despite macro and cost headwinds (Corporate guidance) The Board approves an interim dividend for shareholders of record on September 30, 2025 and will review the year end dividend forecast, underscoring its policy of stable returns (Board meeting) The Board authorizes a reorganization of the Shiga Plant and four domestic manufacturing related entities into two dedicated wafer and assembly manufacturing companies to improve group manufacturing efficiency and productivity (Board meeting) ROHM launches volume production of multiple next generation power devices and modules, including SiC MOSFETs in TOLL packages, 2 in 1 SiC DOT 247 molded modules, and new high side smart switches aimed at automotive and industrial power density and efficiency gains (Product announcements) New sensing and protection components such as the RPR 0730 high speed optical sensor, the RBE01VYM6AFH Schottky barrier diode for high resolution image sensors, and the ultra low power TLR1901GXZ op amp target growth in ADAS, factory automation, and low power IoT applications (Product announcements) Valuation Changes Fair Value: Trimmed slightly from approximately ¥2,222.73 to ¥2,204.55, reflecting a modest downward revision in the intrinsic value estimate.ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00
Dec 076963: New Guidance And Product Advances Will Support Balanced Profit Outlook
Analysts have raised their price target for ROHM from ¥2,204.55 to ¥2,222.73. This reflects their view of improved revenue growth prospects, despite greater caution on profit margins and valuation multiples.6963: Future Margins And Reliability Initiatives Will Balance Slower Sales Momentum
Analysts have lowered their price target for ROHM, reducing the fair value estimate from ¥2,275 to approximately ¥2,204. This adjustment reflects updated assumptions on slower revenue growth and a higher discount rate, even as profit margin forecasts have improved.ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Nov 09Steady Outlook And Advanced Power Devices Will Shape Future Opportunities
Narrative Update on ROHM: Analyst Price Target Revision Analysts have maintained their price target for ROHM at ¥2,275. They cite stable expectations around key financial metrics and a steady outlook for the company's performance.SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets
Analysts have raised their price target for ROHM from ¥2,149 to ¥2,275. This change reflects slightly higher expected revenue growth and updated market assumptions.SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets
The upward revision in ROHM's consensus analyst price target to ¥2149 is primarily supported by an increase in its expected Future P/E, signaling higher anticipated growth or valuation multiples. What's in the News ROHM has developed the LogiCoA power supply solution, a hybrid analog-digital reference design using single-MCU control for both PFC and flyback converter topologies, enhancing precision and efficiency in industrial and consumer power supplies.ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00
Sep 23SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets
ROHM’s fair value was maintained with only a negligible upward revision in analyst price target to ¥2004, reflecting stable revenue growth forecasts and an unchanged discount rate. What's in the News ROHM announced the TLR1901GXZ, an ultra-compact CMOS op amp with the industry's lowest circuit current and high measurement accuracy, targeting handheld, wearable, and motion detection applications.ROHM (TSE:6963) Has Affirmed Its Dividend Of ¥25.00
Sep 09SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets
The modest upward revision in ROHM's consensus price target to ¥1894 primarily reflects a slight improvement in revenue growth forecasts, while the discount rate remains stable. What's in the News ROHM launched the AW2K21, an industry-leading 30V N-channel MOSFET in a 2.0mm x 2.0mm package, offering 2.0 milliohms ON-resistance and integrating bidirectional protection with significant reduction in footprint and power loss; miniaturization efforts continue with even smaller models under development.ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Aug 06ROHM (TSE:6963) Is Due To Pay A Dividend Of ¥25.00
Jul 21Subdued Growth No Barrier To ROHM Co., Ltd. (TSE:6963) With Shares Advancing 27%
Jun 25Analyst Estimates: Here's What Brokers Think Of ROHM Co., Ltd. (TSE:6963) After Its Full-Year Report
May 16We Think ROHM (TSE:6963) Has A Fair Chunk Of Debt
May 05Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 3/31/2029 | 522,000 | 78,000 | 22,414 | 113,414 | 1 |
| 3/31/2028 | 527,876 | 49,871 | 58,257 | 115,439 | 10 |
| 3/31/2027 | 505,429 | 33,822 | 111,125 | 117,792 | 11 |
| 3/31/2026 | 482,188 | 13,195 | 72,056 | 90,619 | 11 |
| 12/31/2025 | 473,339 | -35,478 | -44,159 | 86,795 | N/A |
| 9/30/2025 | 460,672 | -41,840 | -57,329 | 77,048 | N/A |
| 6/30/2025 | 446,395 | -50,587 | -59,697 | 68,655 | N/A |
| 3/31/2025 | 448,466 | -50,090 | -51,836 | 83,956 | N/A |
| 12/31/2024 | 457,296 | 9,071 | N/A | N/A | N/A |
| 9/30/2024 | 460,483 | 18,726 | -83,589 | 94,055 | N/A |
| 6/30/2024 | 465,893 | 37,296 | -77,083 | 101,846 | N/A |
| 3/31/2024 | 467,780 | 53,963 | -83,415 | 82,858 | N/A |
| 12/31/2023 | 472,850 | 57,499 | N/A | N/A | N/A |
| 9/30/2023 | 487,289 | 65,523 | -31,704 | 89,584 | N/A |
| 6/30/2023 | 502,933 | 74,369 | N/A | N/A | N/A |
| 3/31/2023 | 507,882 | 80,344 | -2,141 | 98,628 | N/A |
| 12/31/2022 | 504,094 | 86,324 | N/A | N/A | N/A |
| 9/30/2022 | 489,379 | 88,118 | 8,280 | 97,634 | N/A |
| 6/30/2022 | 465,982 | 81,293 | N/A | N/A | N/A |
| 3/31/2022 | 452,124 | 66,794 | 25,602 | 92,181 | N/A |
| 12/31/2021 | 434,398 | 66,481 | N/A | N/A | N/A |
| 9/30/2021 | 414,496 | 55,244 | 34,388 | 79,595 | N/A |
| 6/30/2021 | 390,145 | 41,321 | N/A | N/A | N/A |
| 3/31/2021 | 359,888 | 36,969 | 13,598 | 45,975 | N/A |
| 12/31/2020 | 347,375 | 23,017 | N/A | N/A | N/A |
| 9/30/2020 | 342,100 | 24,411 | 26,277 | 58,152 | N/A |
| 6/30/2020 | 353,040 | 27,018 | N/A | N/A | N/A |
| 3/31/2020 | 362,885 | 25,597 | 37,251 | 79,131 | N/A |
| 12/31/2019 | 367,498 | 23,483 | N/A | N/A | N/A |
| 9/30/2019 | 377,000 | 28,186 | N/A | 70,067 | N/A |
| 6/30/2019 | 388,647 | 36,911 | N/A | N/A | N/A |
| 3/31/2019 | 398,989 | 45,442 | N/A | 65,991 | N/A |
| 12/31/2018 | 404,159 | 46,322 | N/A | N/A | N/A |
| 9/30/2018 | 407,493 | 45,088 | N/A | 69,417 | N/A |
| 6/30/2018 | 401,872 | 41,375 | N/A | N/A | N/A |
| 3/31/2018 | 397,107 | 37,249 | N/A | 74,727 | N/A |
| 12/31/2017 | 391,191 | 35,796 | N/A | N/A | N/A |
| 9/30/2017 | 380,588 | 41,400 | N/A | 73,541 | N/A |
| 6/30/2017 | 365,224 | 34,604 | N/A | N/A | N/A |
| 3/31/2017 | 352,010 | 26,431 | N/A | 67,397 | N/A |
| 12/31/2016 | 342,455 | 19,224 | N/A | N/A | N/A |
| 9/30/2016 | 334,619 | 7,644 | N/A | 67,556 | N/A |
| 6/30/2016 | 340,681 | 16,177 | N/A | N/A | N/A |
| 3/31/2016 | 352,397 | 25,685 | N/A | 78,901 | N/A |
| 12/31/2015 | 361,927 | 38,449 | N/A | N/A | N/A |
| 9/30/2015 | 370,146 | 49,953 | N/A | 82,153 | N/A |
| 6/30/2015 | 369,275 | 50,081 | N/A | N/A | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: Er wordt voorspeld dat 6963 de komende 3 jaar winstgevend zal worden, wat wordt beschouwd als een snellere groei dan de spaarquote ( 0.7% ).
Winst versus markt: Er wordt verwacht dat 6963 de komende 3 jaar winstgevend zal worden. Dit wordt gezien als een groei die boven het gemiddelde van de markt ligt.
Hoge groeiwinsten: Er wordt verwacht dat 6963 binnen 3 jaar winstgevend zal worden.
Omzet versus markt: De omzet van 6963 ( 4.2% per jaar) zal naar verwachting langzamer groeien dan de markt JP ( 6% per jaar).
Hoge groei-inkomsten: De omzet van 6963 ( 4.2% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen 6963 zal naar verwachting over 3 jaar laag zijn ( 5.4 %).
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/04 19:46 |
| Aandelenkoers aan het einde van de dag | 2026/05/01 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/03/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
ROHM Co., Ltd. wordt gevolgd door 23 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Masaru Koshita | Barclays |
| Xin Sun | Bernstein |
| Masashi Kubota | BofA Global Research |