Fujitsu General Limited (TSE:6755) Just Reported Half-Yearly Earnings: Have Analysts Changed Their Mind On The Stock?

It's been a sad week for Fujitsu General Limited (TSE:6755), who've watched their investment drop 15% to JP¥1,775 in the week since the company reported its half-year result. Results overall were respectable, with statutory earnings of JP¥29.29 per share roughly in line with what the analysts had forecast. Revenues of JP¥172b came in 4.3% ahead of analyst predictions. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

View our latest analysis for Fujitsu General

Taking into account the latest results, the most recent consensus for Fujitsu General from six analysts is for revenues of JP¥346.9b in 2025. If met, it would imply a credible 3.3% increase on its revenue over the past 12 months. Earnings are expected to improve, with Fujitsu General forecast to report a statutory profit of JP¥12.78 per share. Before this earnings report, the analysts had been forecasting revenues of JP¥342.0b and earnings per share (EPS) of JP¥71.40 in 2025. So there's definitely been a decline in sentiment after the latest results, noting the pretty serious reduction to new EPS forecasts.

It might be a surprise to learn that the consensus price target was broadly unchanged at JP¥1,858, with the analysts clearly implying that the forecast decline in earnings is not expected to have much of an impact on valuation. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. There are some variant perceptions on Fujitsu General, with the most bullish analyst valuing it at JP¥2,300 and the most bearish at JP¥1,550 per share. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 6.6% growth on an annualised basis. That is in line with its 6.7% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 1.6% annually. So it's pretty clear that Fujitsu General is forecast to grow substantially faster than its industry.

The Bottom Line

The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. The consensus price target held steady at JP¥1,858, with the latest estimates not enough to have an impact on their price targets.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for Fujitsu General going out to 2027, and you can see them free on our platform here..

We don't want to rain on the parade too much, but we did also find 1 warning sign for Fujitsu General that you need to be mindful of.

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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.