Results: Taiyo Yuden Co., Ltd. Beat Earnings Expectations And Analysts Now Have New Forecasts

Taiyo Yuden Co., Ltd. (TSE:6976) just released its interim report and things are looking bullish. The company beat forecasts, with revenue of JP¥93b, some 2.1% above estimates, and statutory earnings per share (EPS) coming in at JP¥51.39, 28% ahead of expectations. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

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Following last week's earnings report, Taiyo Yuden's 15 analysts are forecasting 2026 revenues to be JP¥353.1b, approximately in line with the last 12 months. Statutory earnings per share are predicted to bounce 139% to JP¥82.04. Before this earnings report, the analysts had been forecasting revenues of JP¥353.2b and earnings per share (EPS) of JP¥83.25 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

See our latest analysis for Taiyo Yuden

There were no changes to revenue or earnings estimates or the price target of JP¥3,466, suggesting that the company has met expectations in its recent result. 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 Taiyo Yuden, with the most bullish analyst valuing it at JP¥4,200 and the most bearish at JP¥1,700 per share. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business.

Of course, another way to look at these forecasts is to place them into context against the industry itself. We would highlight that Taiyo Yuden's revenue growth is expected to slow, with the forecast 1.1% annualised growth rate until the end of 2026 being well below the historical 2.0% p.a. growth over the last five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 6.6% annually. Factoring in the forecast slowdown in growth, it seems obvious that Taiyo Yuden is also expected to grow slower than other industry participants.

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. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

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 Taiyo Yuden going out to 2028, and you can see them free on our platform here..

Don't forget that there may still be risks. For instance, we've identified 3 warning signs for Taiyo Yuden (2 can't be ignored) you should be aware 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.