Resonac Holdings Framtida tillväxt
Future kriterier kontrolleras 3/6
Resonac Holdings förväntas öka intäkter och intäkter med 27.8% respektive 1.3% per år. EPS förväntas tillväxt med 27.6% per år. Avkastningen på eget kapital förväntas bli 16.8% om 3 år.
Viktig information
27.8%
Tillväxttakt i vinsten
27.58%
Tillväxttakt för EPS
| Chemicals vinsttillväxt | 13.5% |
| Intäkternas tillväxttakt | 1.3% |
| Framtida avkastning på eget kapital | 16.81% |
| Bevakning av analytiker | Good |
| Senast uppdaterad | 28 Jul 2026 |
Senaste uppdateringarna om framtida tillväxt
Recent updates
Uppdatering av berättelse • Jul 29
4004: Upgraded Semiconductor Outlook Will Likely Overstate Sustainable Margin And Earnings Power
Analysts have lifted their fair value estimate for Resonac Holdings from ¥9,388 to ¥10,455, citing updated assumptions for discount rates, a modestly less severe projected revenue decline, slightly higher profit margins, and an adjusted future P/E outlook. What’s in the News for Resonac Holdings Resonac Holdings plans a board meeting on June 23, 2026 to consider purchasing shares held by untraceable shareholders.
Uppdatering av berättelse • Jul 15
4004: Semiconductor Upside And Index Inclusions Will Support Stronger Earnings Expectations
The updated analyst price target for Resonac Holdings has shifted from a fair value estimate of ¥15,085 to approximately ¥20,533, with analysts citing revised assumptions for revenue growth, profit margins, and future P/E as the basis for this change. What's in the News Resonac Holdings scheduled a Board Meeting for June 23, 2026, to consider the purchase of shares held by untraceable shareholders.
Uppdatering av berättelse • Jul 01
4004: Index Additions And Buybacks Will Support Back End Semiconductor Focus
Analysts have raised their price target for Resonac Holdings from ¥17,000 to ¥24,580, citing updated assumptions around fair value that reflect revised views on revenue growth, profit margins, the appropriate discount rate, and the future P/E multiple. What’s in the News for Resonac Holdings The Board of Directors scheduled a meeting on June 23, 2026 to consider the purchase of shares held by untraceable shareholders.Uppdatering av berättelse • Jun 17
4004: Rising Semiconductor Earnings Expectations Will Likely Outrun Future Margin Reality
Analysts now place their fair value estimate for Resonac Holdings at approximately ¥9,388, compared with the prior ¥3,700. They cite updated assumptions around discount rates, profit margins and future P/E levels as the key drivers of this change.Uppdatering av berättelse • Jun 02
4004: Semiconductor Demand Assumptions Will Drive Overly Optimistic Earnings Expectations
Analysts have raised their price target for Resonac Holdings from ¥13,293 to ¥15,085, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E, which together support a higher estimated fair value. What's in the News Resonac Holdings revised consolidated earnings guidance for the first half ending June 30, 2026, with expected revenue of ¥660,000 million, compared with previous guidance of ¥615,000 million.Analysartikel • May 15
Earnings Update: Here's Why Analysts Just Lifted Their Resonac Holdings Corporation (TSE:4004) Price Target To JP¥14,243
It's been a good week for Resonac Holdings Corporation ( TSE:4004 ) shareholders, because the company has just released...Uppdatering av berättelse • Apr 29
4004: Spin Off Plans And Margin Outlook Will Shape Future Earnings Power
Analysts now estimate Resonac Holdings' fair value at about ¥13,293 per share, up from roughly ¥12,185. This change reflects updated assumptions for a slightly lower discount rate, more moderate revenue growth, a small uplift in profit margins, and a higher future P/E multiple.Uppdatering av berättelse • Apr 14
4004: Back End Semiconductor Focus Will Benefit From Petrochemicals Spin Off
Analysts have kept the Resonac Holdings price target steady at ¥17,000, reflecting only modest tweaks to assumptions such as a slightly lower discount rate, minor adjustments to revenue growth and profit margin, and a small shift in the future P/E input. What's in the News A board meeting is scheduled for February 13, 2026 to address the sale of shares held by untraceable shareholders and partial amendments to the Articles of Incorporation (Board Meeting).Analysartikel • Apr 02
Resonac Holdings' (TSE:4004) Conservative Accounting Might Explain Soft Earnings
Soft earnings didn't appear to concern Resonac Holdings Corporation's ( TSE:4004 ) shareholders over the last week. We...Uppdatering av berättelse • Mar 31
4004: Back End Semiconductor Processes Will Drive Future Upside Potential
Analysts have raised their price target on Resonac Holdings from ¥5,700 to ¥17,000, citing stronger assumptions for revenue growth, profit margins and future P/E. These assumptions are supported by fresh research that highlights the growing importance of back end semiconductor processes.Uppdatering av berättelse • Mar 17
4004: Back End Process Upside Will Support Higher Future Earnings Power
Analysts have lifted their price target on Resonac Holdings from ¥9,651.67 to ¥12,185, citing renewed interest in the stock as back end semiconductor processes gain importance and support a higher assumed future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts point to back end semiconductor processes as an area of growing importance, which they see as a key driver of Resonac Holdings' earnings power and a justification for a higher assumed P/E multiple.Uppdatering av berättelse • Mar 03
4004: Back End Process Dependence Will Pressure Earnings Despite Bullish New Coverage
Analysts have lifted their fair value estimate for Resonac Holdings from about ¥6,775 to roughly ¥9,652. They point to higher assumed revenue growth, slightly stronger profit margins, a richer future P/E, and fresh Street coverage that highlights the growing importance of back end semiconductor processes.Uppdatering av berättelse • Feb 17
4004: Back End Process Optimism Will Likely Outrun Future Earnings Delivery
Analysts have lifted their price target on Resonac Holdings to ¥8,050, pointing to growing interest in back end semiconductor processes as a key driver of their updated view. Analyst Commentary Goldman Sachs initiating coverage with a ¥8,050 price target highlights how central back end semiconductor processes have become to the Resonac Holdings story.Uppdatering av berättelse • Feb 02
4004: Back End Semiconductor Hype Will Likely Outpace Future Earnings Delivery
Analysts have raised their fair value estimate for Resonac Holdings from ¥3,300 to ¥3,700, citing a lower discount rate, updated assumptions for profit margins and P/E, and the increasing importance of back end semiconductor processes highlighted in recent Street research. Analyst Commentary Recent Street research around Resonac has highlighted the growing role of back end semiconductor processes in the broader chip value chain.Uppdatering av berättelse • Jan 19
4004: Back End Semiconductor Dependence Will Heighten Earnings Risk Through 2026
Analysts have lifted their price target for Resonac Holdings from ¥6,659 to ¥6,775, citing updated assumptions on revenue growth, P/E and discount rates, as well as recent research highlighting the growing importance of the company's back end semiconductor processes. Analyst Commentary Analysts are sharpening their focus on how Resonac's role in back end semiconductor processes could influence its valuation and execution risk over time.Analysartikel • Jan 16
Subdued Growth No Barrier To Resonac Holdings Corporation (TSE:4004) With Shares Advancing 29%
The Resonac Holdings Corporation ( TSE:4004 ) share price has done very well over the last month, posting an excellent...Analysartikel • Jan 05
Estimating The Fair Value Of Resonac Holdings Corporation (TSE:4004)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Resonac Holdings fair value estimate is JP¥7,885 Resonac...Uppdatering av berättelse • Jan 05
4004: Revised Assumptions Will Support Balanced Outlook Through 2026
Analysts have raised their fair value estimate for Resonac Holdings from ¥6,258 to ¥6,659, pointing to updated assumptions for revenue growth, profit margins and future P/E that they see as better reflecting the company’s current outlook. Valuation Changes Fair Value Estimate, revised from ¥6,258 to ¥6,659, suggesting a higher assessed worth for the shares.Analysartikel • Dec 15
Resonac Holdings (TSE:4004) Is Due To Pay A Dividend Of ¥65.00
The board of Resonac Holdings Corporation ( TSE:4004 ) has announced that it will pay a dividend of ¥65.00 per share on...Uppdatering av berättelse • Dec 14
4004: Higher Margins And Lower Multiple Will Support Balanced Outlook Through 2026
Analysts have nudged their price target for Resonac Holdings modestly higher to ¥6,300 from approximately ¥6,100, citing improved long term profit margin expectations that more than offset a tempered revenue growth outlook and a lower assumed future P E multiple. Valuation Changes The fair value estimate has risen slightly, from approximately ¥6,085 to around ¥6,260 per share, reflecting improved profitability assumptions.Analysartikel • Dec 01
Resonac Holdings (TSE:4004) Is Due To Pay A Dividend Of ¥65.00
Resonac Holdings Corporation ( TSE:4004 ) will pay a dividend of ¥65.00 on the 27th of March. The dividend yield is...Uppdatering av berättelse • Nov 30
4004: Upcoming Consortium Launch And Organic Shift Will Support Balanced Outlook Through 2026
Analysts have raised their price target on Resonac Holdings from ¥5,630.91 to ¥6,085.45, citing improved revenue growth projections as a key factor in their updated outlook. What's in the News Resonac Corporation has established JOINT3, a global consortium with 26 other leading companies to co-develop semiconductor materials, equipment, and panel-level organic interposers (Key Developments).Analysartikel • Nov 16
Resonac Holdings (TSE:4004) Has Announced A Dividend Of ¥65.00
The board of Resonac Holdings Corporation ( TSE:4004 ) has announced that it will pay a dividend of ¥65.00 per share on...Uppdatering av berättelse • Nov 16
4004: Upcoming Panel-Level Project Collaboration Will Drive Measured Outlook Through 2026
Analysts have raised their price target for Resonac Holdings to approximately ¥5,630.91. This is an increase from ¥5,476.36 and reflects updated expectations for stronger revenue growth and a slightly lower discount rate, despite marginally reduced profit margin forecasts.Analysartikel • Nov 11
We Think Resonac Holdings (TSE:4004) Can Stay On Top Of Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Uppdatering av berättelse • Nov 01
4004: Future Consortium Developments Will Limit Near-Term Upside Potential
Analysts have maintained their price target for Resonac Holdings at ¥5,476, citing only minimal adjustments to the discount rate and earnings assumptions. These changes do not materially alter their outlook for the stock.Uppdatering av berättelse • Oct 17
Investments In AI Semiconductors Will Open Future Market Opportunities
Narrative Update on Resonac Holdings Analysts have raised their price target for Resonac Holdings from ¥5,113 to ¥5,476. This reflects updated assessments of the company’s fair value and ongoing adjustments to key financial assumptions.Uppdatering av berättelse • Oct 03
Investments In AI Semiconductors Will Open Future Market Opportunities
Analysts have raised their price target for Resonac Holdings from ¥4,903.64 to ¥5,112.73. They cite improved profit margin forecasts and a lower discount rate, despite a reduction in projected revenue growth.Uppdatering av berättelse • Sep 18
Investments In AI Semiconductors Will Open Future Market Opportunities
The upward revision in Resonac Holdings’ price target reflects higher consensus revenue growth forecasts and an increase in the expected future P/E multiple, resulting in a new analyst price target of ¥4,904. What's in the News Resonac has formed the 'JOINT3' consortium with 26 global semiconductor supply chain leaders to jointly develop panel-level organic interposer technology.Analysartikel • Sep 12
Even With A 26% Surge, Cautious Investors Are Not Rewarding Resonac Holdings Corporation's (TSE:4004) Performance Completely
Despite an already strong run, Resonac Holdings Corporation ( TSE:4004 ) shares have been powering on, with a gain of...Analysartikel • Aug 11
Resonac Holdings (TSE:4004) Is Paying Out A Dividend Of ¥65.00
The board of Resonac Holdings Corporation ( TSE:4004 ) has announced that it will pay a dividend of ¥65.00 per share on...
Ny berättelse • Jan 05
Semiconductor And Electronic Materials Surge To Propel Revenue And Increase Profit Margins
Strong growth in the Semiconductor and Electronic Materials segment, driven by AI demand and improved profitability, suggests promising future revenue and profit potential.Prognoser för vinst- och omsättningstillväxt
| Datum | Intäkter | Intäkter | Fritt kassaflöde | Kassaflöde från rörelsen | Genomsnittligt Antal analytiker |
|---|---|---|---|---|---|
| 12/31/2028 | 1,456,287 | 168,064 | 132,938 | N/A | 11 |
| 12/31/2027 | 1,375,090 | 140,813 | 125,259 | N/A | 13 |
| 12/31/2026 | 1,433,303 | 99,013 | 56,786 | N/A | 13 |
| 3/31/2026 | 1,333,895 | 35,560 | N/A | N/A | N/A |
| 12/31/2025 | 1,347,125 | 29,031 | 23,560 | 130,286 | N/A |
| 9/30/2025 | 1,346,233 | -3,388 | N/A | N/A | N/A |
| 6/30/2025 | 1,364,987 | 54,712 | 34,540 | 144,986 | N/A |
| 3/31/2025 | 1,388,165 | 35,605 | N/A | N/A | N/A |
| 12/31/2024 | 1,391,480 | 73,503 | 75,341 | 163,653 | N/A |
| 9/30/2024 | 1,374,111 | 38,182 | N/A | N/A | N/A |
| 6/30/2024 | 1,341,290 | 39,307 | 40,472 | 123,903 | N/A |
| 3/31/2024 | 1,311,324 | 20,371 | N/A | N/A | N/A |
| 12/31/2023 | 1,288,869 | -18,955 | 31,581 | 118,686 | N/A |
| 9/30/2023 | 1,300,776 | -11,025 | N/A | N/A | N/A |
| 6/30/2023 | 1,352,714 | -20,751 | 43,971 | 126,555 | N/A |
| 3/31/2023 | 1,383,548 | 10,096 | N/A | N/A | N/A |
| 12/31/2022 | 1,392,621 | 30,793 | 12,492 | 100,349 | N/A |
| 9/30/2022 | 1,402,091 | 33,687 | N/A | N/A | N/A |
| 6/30/2022 | 1,382,310 | 33,045 | -1,406 | 81,856 | N/A |
| 3/31/2022 | 1,387,948 | -8,851 | N/A | N/A | N/A |
| 12/31/2021 | 1,419,635 | -12,094 | 47,542 | 115,283 | N/A |
| 9/30/2021 | 1,389,419 | -28,980 | N/A | N/A | N/A |
| 6/30/2021 | 1,340,437 | -35,141 | 87,346 | 159,418 | N/A |
| 3/31/2021 | 1,141,645 | -73,812 | N/A | N/A | N/A |
| 12/31/2020 | 973,700 | -76,304 | 44,786 | 109,286 | N/A |
| 9/30/2020 | 846,856 | -65,529 | N/A | N/A | N/A |
| 6/30/2020 | 757,581 | -47,300 | -4,271 | 43,229 | N/A |
| 3/31/2020 | 843,461 | 42,713 | N/A | N/A | N/A |
| 12/31/2019 | 906,454 | 73,088 | N/A | 78,554 | N/A |
| 9/30/2019 | 962,773 | 93,194 | N/A | N/A | N/A |
| 6/30/2019 | 1,011,785 | 119,184 | N/A | 138,103 | N/A |
| 3/31/2019 | 1,012,169 | 119,826 | N/A | N/A | N/A |
| 12/31/2018 | 992,136 | 111,503 | N/A | 149,785 | N/A |
| 9/30/2018 | 941,512 | 109,305 | N/A | N/A | N/A |
| 6/30/2018 | 864,039 | 83,765 | N/A | 76,495 | N/A |
| 3/31/2018 | 811,888 | 43,668 | N/A | N/A | N/A |
| 12/31/2017 | 780,387 | 33,470 | N/A | 67,284 | N/A |
| 9/30/2017 | 750,562 | 24,204 | N/A | N/A | N/A |
| 6/30/2017 | 724,688 | 17,811 | N/A | 90,948 | N/A |
| 3/31/2017 | 698,356 | 25,946 | N/A | N/A | N/A |
| 12/31/2016 | 671,159 | 12,305 | N/A | 68,949 | N/A |
| 9/30/2016 | 670,266 | 8,912 | N/A | N/A | N/A |
| 6/30/2016 | 700,160 | 1,697 | N/A | 61,236 | N/A |
| 3/31/2016 | 739,872 | 9,385 | N/A | N/A | N/A |
| 12/31/2015 | 775,732 | 921 | N/A | 61,170 | N/A |
| 9/30/2015 | 819,041 | 4,840 | N/A | N/A | N/A |
Analytiker Framtid Tillväxt Prognoser
Intäkter kontra sparande: 4004 s prognostiserade vinsttillväxt ( 27.8% per år) är över sparkvoten ( 0.8% ).
Resultat vs marknad: 4004 s intäkter ( 27.8% per år) förväntas växa snabbare än marknaden för JP ( 9.5% per år).
Höga tillväxtresultat: 4004 s intäkter förväntas växa avsevärt under de kommande 3 åren.
Intäkt vs marknad: 4004 s intäkter ( 1.3% per år) förväntas växa långsammare än marknaden för JP ( 6.2% per år).
Hög tillväxtintäkter: 4004 s intäkter ( 1.3% per år) förväntas växa långsammare än 20% per år.
Tillväxtprognoser för vinst per aktie
Framtida avkastning på eget kapital
Framtida ROE: 4004 s avkastning på eget kapital förväntas bli låg om 3 år ( 16.8 %).
Upptäck tillväxtföretag
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/08/05 22:44 |
| Aktiekurs vid dagens slut | 2026/08/05 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Resonac Holdings Corporation bevakas av 24 analytiker. 13 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Mikiya Yamada | Barclays |
| Takashi Enomoto | BofA Global Research |
| Atsushi Ikeda | Citigroup Inc |