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Kokusai Electric Corporation (TSE:6525) Just Released Its Full-Year Results And Analysts Are Updating Their Estimates
It's been a good week for Kokusai Electric Corporation (TSE:6525) shareholders, because the company has just released its latest annual results, and the shares gained 9.1% to JP¥3,149. The result was positive overall - although revenues of JP¥239b were in line with what the analysts predicted, Kokusai Electric surprised by delivering a statutory profit of JP¥155 per share, modestly greater than expected. 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. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.
Our free stock report includes 1 warning sign investors should be aware of before investing in Kokusai Electric. Read for free now.After the latest results, the nine analysts covering Kokusai Electric are now predicting revenues of JP¥244.9b in 2026. If met, this would reflect a reasonable 2.5% improvement in revenue compared to the last 12 months. Statutory per share are forecast to be JP¥156, approximately in line with the last 12 months. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥245.0b and earnings per share (EPS) of JP¥156 in 2026. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.
View our latest analysis for Kokusai Electric
It will come as no surprise then, to learn that the consensus price target is largely unchanged at JP¥3,539. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on Kokusai Electric, with the most bullish analyst valuing it at JP¥4,600 and the most bearish at JP¥2,500 per share. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await Kokusai Electric shareholders.
Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. One thing stands out from these estimates, which is that Kokusai Electric is forecast to grow faster in the future than it has in the past, with revenues expected to display 2.5% annualised growth until the end of 2026. If achieved, this would be a much better result than the 3.4% annual decline over the past three years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenue grow 7.3% per year. So although Kokusai Electric's revenue growth is expected to improve, it is still expected to grow slower than the industry.
The Bottom Line
The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Kokusai Electric's revenue is expected to perform worse than the wider industry. The consensus price target held steady at JP¥3,539, with the latest estimates not enough to have an impact on their price targets.
With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for Kokusai Electric going out to 2028, and you can see them free on our platform here..
Plus, you should also learn about the 1 warning sign we've spotted with Kokusai Electric .
Valuation is complex, but we're here to simplify it.
Discover if Kokusai Electric might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.
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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.
About TSE:6525
Kokusai Electric
Engages in the development, manufacture, sale, repair, and maintenance of semiconductor manufacturing equipment worldwide.
Excellent balance sheet with reasonable growth potential.
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