ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

As you might know, ROHM Co., Ltd. (TSE:6963) just kicked off its latest interim results with some very strong numbers. The company beat forecasts, with revenue of JP¥128b, some 7.6% above estimates, and statutory earnings per share (EPS) coming in at JP¥19.04, 44% ahead of expectations. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

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Taking into account the latest results, the consensus forecast from ROHM's eleven analysts is for revenues of JP¥473.3b in 2026. This reflects a credible 2.7% improvement in revenue compared to the last 12 months. ROHM is also expected to turn profitable, with statutory earnings of JP¥39.53 per share. In the lead-up to this report, the analysts had been modelling revenues of JP¥470.0b and earnings per share (EPS) of JP¥37.06 in 2026. The analysts seems to have become more bullish on the business, judging by their new earnings per share estimates.

See our latest analysis for ROHM

There's been no major changes to the consensus price target of JP¥2,205, suggesting that the improved earnings per share outlook is not enough to have a long-term positive impact on the stock's valuation. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on ROHM, with the most bullish analyst valuing it at JP¥2,700 and the most bearish at JP¥1,850 per share. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. The analysts are definitely expecting ROHM's growth to accelerate, with the forecast 5.6% annualised growth to the end of 2026 ranking favourably alongside historical growth of 4.4% per annum over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 7.7% per year. So it's clear that despite the acceleration in growth, ROHM is expected to grow meaningfully slower than the industry average.

The Bottom Line

The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards ROHM following these results. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. The consensus price target held steady at JP¥2,205, with the latest estimates not enough to have an impact on their price targets.

With that in mind, we wouldn't be too quick to come to a conclusion on ROHM. Long-term earnings power is much more important than next year's profits. At Simply Wall St, we have a full range of analyst estimates for ROHM going out to 2028, and you can see them free on our platform here..

Plus, you should also learn about the 2 warning signs we've spotted with ROHM (including 1 which is a bit unpleasant) .

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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.