KDDI Inkomsten in het verleden
Verleden criteriumcontroles 4/6
KDDI heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 0.4%, terwijl de Wireless Telecom-industrie de winst zag groeien met 9.6% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 2.5%. Het rendement op eigen vermogen van KDDI is 14%, en het heeft een nettomarge van 11.6%.
Belangrijke informatie
0.43%
Groei van de winst
3.99%
Groei van de winst per aandeel
| Wireless Telecom Groei van de industrie | 4.58% |
| Inkomstengroei | 2.46% |
| Rendement op eigen vermogen | 13.96% |
| Nettomarge | 11.65% |
| Laatste winstupdate | 31 Mar 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Narratiefupdate • May 21
9433: Buyback And Dividend Plan Will Offset Subsidiary Misconduct Uncertainty
Analysts have trimmed their price target on KDDI to ¥2,749 from ¥2,801, citing updated assumptions that combine slightly higher revenue growth expectations with a more cautious view on profit margins and discount rates, while keeping long term P/E estimates broadly stable. What's in the News KDDI has scheduled a board meeting on May 12, 2026 to consider a share repurchase, cancellation of a portion of treasury stock and revisions to the performance linked stock compensation plan for directors and other executives (Board Meeting).
Nieuw narratief • May 15
Infrastructure Spending And AI Ambitions Will Strain Cash Flow And Depress Returns
Catalysts About KDDI KDDI is a Japanese telecommunications company that provides mobile, fixed-line, data, financial and digital transformation services, supported by nationwide infrastructure and group subsidiaries. What are the underlying business or industry changes driving this perspective?Analyseartikel • May 14
KDDI Corporation (TSE:9433) Full-Year Results: Here's What Analysts Are Forecasting For This Year
Investors in KDDI Corporation ( TSE:9433 ) had a good week, as its shares rose 4.8% to close at JP¥2,646 following the...Narratiefupdate • Apr 28
9433: Subsidiary Misconduct Restatement And Earnings Delay Will Face Steady Outlook
Analysts have adjusted their view on KDDI with a revised price target of ¥2,801. This reflects updated assumptions around slightly higher revenue growth, a steady profit margin, and future P/E outlook.Narratiefupdate • Apr 11
9433: Subsidiary Misconduct Restatement And Earnings Delay Will Meet Stable Outlook
Analysts have slightly reduced their fair value estimate for KDDI from ¥2,812.38 to ¥2,801.46, attributing this to modest adjustments in assumptions regarding revenue growth, profit margins, and forward P/E levels. What's in the News KDDI revised consolidated earnings guidance for the year ending March 31, 2026, now expecting operating revenue of ¥6,060b, operating income of ¥1,090b, profit attributable to owners of the parent of ¥698b, and basic EPS of ¥181.23, compared with previous guidance of ¥6,330b, ¥1,178b, ¥748b, and ¥194.38 respectively, reflecting confirmed inappropriate transactions at BIGLOBE and G PLAN and related accounting impacts (Key Developments).Narratiefupdate • Mar 28
9433: Earnings Delay And Subsidiary Probe Will Face Steady Fundamentals
Analysts have maintained their price target for KDDI at ¥2,812, reflecting unchanged assumptions regarding fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News KDDI postponed the disclosure of its earnings report for the third quarter of the fiscal year ending March 2026.Narratiefupdate • Mar 12
9433: Prolonged Subsidiary Probe Will Meet Steady Margins And Business Realignment
Analysts have maintained their KDDI fair value estimate at ¥2,812 per share, with only small adjustments to revenue growth, profit margin and future P/E assumptions. As a result, the overall price target framework remains effectively unchanged.Narratiefupdate • Feb 24
9433: Probes And Business Reshaping Will Meet Steady Margins And Capital Returns
Analysts have nudged their price target on KDDI slightly higher to ¥2,812 per share, citing relatively steady assumptions for the discount rate, modest tweaks to revenue growth and profit margin expectations, and a small adjustment in the future P/E input behind their models. What's in the News KDDI postponed the disclosure of its earnings report for the third quarter of the fiscal year ending March 2026.Analyseartikel • Feb 12
KDDI's (TSE:9433) Returns Have Hit A Wall
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Narratiefupdate • Feb 09
9433: Future Margins And Capital Returns Will Steady Probes And Business Reshaping
The latest analyst price target for KDDI remains at ¥2,812, with analysts citing slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E that largely offset one another in their valuation work. What's in the News KDDI postponed the disclosure of its earnings report for the third quarter of the fiscal year ending March 2026.Narratiefupdate • Jan 26
9433: Future Margins And Capital Returns Will Balance Probes And Business Reshaping
Analysts have nudged their price target on KDDI higher to ¥2,812 from ¥2,794, citing small adjustments to fair value estimates, revenue growth assumptions, profit margins, and future P/E expectations. What's in the News Board meeting scheduled for January 14, 2026 to review suspicions of inappropriate transactions at consolidated subsidiaries and to establish a Special Investigation Committee (company announcement).Narratiefupdate • Jan 08
9433: Future Margins And Capital Returns Will Reflect Stable Fair Value Outlook
Analysts now place their price target for KDDI at ¥2,794, up from ¥2,725. This reflects updated fair value estimates and slight adjustments to projected growth, margins, and future P/E assumptions.Narratiefupdate • Dec 14
9433: Future Margins And Capital Returns Will Balance Regulatory And Operational Risks
Analysts have raised their price target on KDDI slightly to approximately ¥2,725 from about ¥2,716, reflecting modestly improved expectations for revenue growth, profit margins, and future valuation multiples. What's in the News KDDI's board will meet on December 12, 2025, to approve the transfer of its bulk power purchasing service business for condominiums to Next Power Co., Ltd., a subsidiary of Kansai Electric Power, via an absorption-type company split (company filing).Analyseartikel • Dec 12
KDDI Corporation (TSE:9433) Shares Could Be 33% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for KDDI is JP¥4,013 based on 2 Stage Free Cash Flow to Equity Current share...Narratiefupdate • Nov 29
9433: Future Margins And Share Buyback Activity Will Balance Key Risks
Analysts have raised their price target for KDDI from ¥2,688 to ¥2,716, reflecting incremental improvements in projected profit margins even though revenue growth expectations have been slightly tempered. What's in the News KDDI announced a dividend of JPY 40.00 per share for the second quarter-end of the year ending March 31, 2026.Analyseartikel • Nov 10
Earnings Beat: KDDI Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
It's been a good week for KDDI Corporation ( TSE:9433 ) shareholders, because the company has just released its latest...Analyseartikel • Oct 14
Here's Why KDDI (TSE:9433) Can Manage Its Debt Responsibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Narratiefupdate • Sep 05
Telecom And Fintech Integration Will Foster Sustainable Value
KDDI's future P/E multiple has increased modestly while revenue growth forecasts are stable, resulting in the consensus Analyst Price Target remaining unchanged at ¥2688. What's in the News KDDI is collaborating with HPE to open the Osaka Sakai Data Center by early 2026, providing advanced NVIDIA-based AI infrastructure and hybrid cooling technology to support AI development for startups and enterprises.Analyseartikel • Sep 05
Here's What's Concerning About KDDI's (TSE:9433) Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Analyseartikel • Aug 05
Earnings Miss: KDDI Corporation Missed EPS By 8.1% And Analysts Are Revising Their Forecasts
The quarterly results for KDDI Corporation ( TSE:9433 ) were released last week, making it a good time to revisit its...Analyseartikel • Jul 02
Earnings Not Telling The Story For KDDI Corporation (TSE:9433)
With a median price-to-earnings (or "P/E") ratio of close to 13x in Japan, you could be forgiven for feeling...Analyseartikel • Jun 17
Is KDDI Corporation (TSE:9433) Trading At A 43% Discount?
Key Insights The projected fair value for KDDI is JP¥4,254 based on 2 Stage Free Cash Flow to Equity KDDI is estimated...Analyseartikel • Jun 02
Is KDDI (TSE:9433) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Nieuw narratief • Nov 07
Calculated Expansion In Drones And Starlink Drives Revenue Growth While Overcoming Competitive Challenges
Strategic initiatives in drones, Starlink, and DX Business Services are likely to boost future revenue and earnings through market expansion and technological integration.Opbrengsten en kosten
Opbrengsten en kosten
Hoe KDDI geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 31 Mar 26 | 6,071,915 | 707,112 | 1,529,370 | 0 |
| 31 Dec 25 | 5,998,782 | 681,953 | 1,474,443 | 0 |
| 30 Sep 25 | 5,930,210 | 675,404 | 1,455,088 | 0 |
| 30 Jun 25 | 5,965,143 | 679,850 | 1,437,013 | 0 |
| 31 Mar 25 | 5,835,525 | 655,416 | 1,429,465 | 0 |
| 31 Dec 24 | 5,852,711 | 628,871 | 1,538,551 | 0 |
| 30 Sep 24 | 5,779,769 | 574,662 | 1,565,876 | 0 |
| 30 Jun 24 | 5,757,471 | 597,165 | 1,555,604 | 0 |
| 31 Mar 24 | 5,699,724 | 600,281 | 1,543,774 | 0 |
| 31 Dec 23 | 5,667,110 | 657,641 | 1,419,811 | 0 |
| 30 Sep 23 | 5,630,463 | 660,882 | 1,418,589 | 0 |
| 30 Jun 23 | 5,594,457 | 633,135 | 1,433,698 | 0 |
| 31 Mar 23 | 5,630,024 | 649,747 | 1,427,437 | 0 |
| 31 Dec 22 | 5,615,775 | 650,633 | 1,427,819 | 0 |
| 30 Sep 22 | 5,562,383 | 665,395 | 1,429,265 | 0 |
| 30 Jun 22 | 5,498,120 | 674,393 | 1,417,333 | 0 |
| 31 Mar 22 | 5,446,708 | 672,486 | 1,422,539 | 0 |
| 31 Dec 21 | 5,424,759 | 619,748 | 1,430,909 | 0 |
| 30 Sep 21 | 5,400,564 | 640,066 | 1,408,393 | 0 |
| 30 Jun 21 | 5,370,184 | 659,062 | 1,387,916 | 0 |
| 31 Mar 21 | 5,312,599 | 651,496 | 1,364,234 | 0 |
| 31 Dec 20 | 5,258,420 | 657,617 | 1,340,553 | 0 |
| 30 Sep 20 | 5,209,960 | 665,121 | 1,317,130 | 0 |
| 30 Jun 20 | 5,233,799 | 659,538 | 1,303,600 | 0 |
| 31 Mar 20 | 5,237,221 | 639,767 | 1,299,504 | 0 |
| 31 Dec 19 | 5,211,270 | 642,774 | 1,278,856 | 0 |
| 30 Sep 19 | 5,182,541 | 619,737 | 1,249,519 | 0 |
| 30 Jun 19 | 5,104,738 | 601,556 | 1,231,347 | 0 |
| 31 Mar 19 | 5,080,353 | 617,669 | 1,210,470 | 0 |
| 31 Dec 18 | 5,053,565 | 587,741 | 1,232,924 | 0 |
| 30 Sep 18 | 5,088,177 | 588,561 | 1,257,079 | 0 |
| 30 Jun 18 | 5,065,028 | 577,720 | 1,269,444 | 0 |
| 31 Mar 18 | 5,041,978 | 572,528 | 1,271,215 | 0 |
| 31 Dec 17 | 4,986,112 | 565,818 | 1,252,051 | 0 |
| 30 Sep 17 | 4,862,748 | 549,954 | 1,221,073 | 0 |
| 30 Jun 17 | 4,816,472 | 553,027 | 1,200,221 | 0 |
| 31 Mar 17 | 4,748,259 | 546,658 | 1,173,562 | 0 |
| 31 Dec 16 | 4,689,323 | 557,377 | 1,149,962 | 0 |
| 30 Sep 16 | 4,615,961 | 543,154 | 1,137,524 | 0 |
| 30 Jun 16 | 4,550,011 | 517,621 | 1,125,156 | 0 |
| 31 Mar 16 | 4,466,135 | 494,465 | 1,106,798 | 0 |
| 31 Dec 15 | 4,520,249 | 485,446 | 795,376 | 0 |
| 30 Sep 15 | 4,592,962 | 474,006 | 521,941 | 0 |
| 30 Jun 15 | 4,599,168 | 458,366 | 247,857 | 0 |
Kwaliteitswinsten: 9433 heeft hoge kwaliteitsinkomsten.
Groeiende winstmarge: De huidige netto winstmarges (11.6%) 9433 } zijn hoger dan vorig jaar (11.2%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van 9433 is de afgelopen 5 jaar met 0.4% per jaar gegroeid.
Versnelling van de groei: De winstgroei van 9433 over het afgelopen jaar ( 7.9% ) overtreft het 5-jarig gemiddelde ( 0.4% per jaar).
Winst versus industrie: De winstgroei 9433 over het afgelopen jaar ( 7.9% ) overtrof de Wireless Telecom -sector 25.6%.
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 14% ) van 9433 wordt als laag beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/22 09:22 |
| Aandelenkoers aan het einde van de dag | 2026/05/22 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2026/03/31 |
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
KDDI Corporation wordt gevolgd door 28 analisten. 12 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 |
|---|---|
| Tetsuro Tsusaka | Barclays |
| Yuki Kaneko | BofA Global Research |
| Keiichi Yoneshima | Citigroup Inc |