Mitsui & Co., Ltd. (TSE:8031) Just Released Its Yearly Earnings: Here's What Analysts Think

Mitsui & Co., Ltd. (TSE:8031) came out with its annual results last week, and we wanted to see how the business is performing and what industry forecasters think of the company following this report. Mitsui beat revenue expectations by 4.3%, at JP¥15t. Statutory earnings per share (EPS) came in at JP¥307, some 2.1% short of analyst estimates. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Mitsui after the latest results.

We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.

Following last week's earnings report, Mitsui's nine analysts are forecasting 2026 revenues to be JP¥15t, approximately in line with the last 12 months. Statutory earnings per share are expected to reduce 4.9% to JP¥298 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥14t and earnings per share (EPS) of JP¥313 in 2026. So it's pretty clear consensus is mixed on Mitsui after the latest results; whilethe analysts lifted revenue numbers, they also administered a small dip in per-share earnings expectations.

See our latest analysis for Mitsui

The consensus price target was unchanged at JP¥3,492, suggesting the business is performing roughly in line with expectations, despite some adjustments to profit and revenue forecasts. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. Currently, the most bullish analyst values Mitsui at JP¥4,400 per share, while the most bearish prices it at JP¥2,890. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Mitsui's past performance and to peers in the same industry. It's pretty clear that there is an expectation that Mitsui's revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 0.5% growth on an annualised basis. This is compared to a historical growth rate of 12% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 2.2% per year. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Mitsui.

The Bottom Line

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Mitsui. They also upgraded their revenue estimates for next year, even though it is expected to grow slower than the wider industry. The consensus price target held steady at JP¥3,492, with the latest estimates not enough to have an impact on their price targets.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for Mitsui going out to 2028, and you can see them free on our platform here..

Even so, be aware that Mitsui is showing 3 warning signs in our investment analysis , and 1 of those doesn't sit too well with us...

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.