ROHM Gelecekteki Büyüme
Future kriter kontrolleri 3/6
ROHM kazanç ve gelirin sırasıyla yıllık 95% ve 4% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 95.3% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 6.3% olacağı tahmin edilmektedir.
Anahtar bilgiler
95.0%
Kazanç büyüme oranı
95.29%
EPS büyüme oranı
| Semiconductor kazanç büyümesi | 26.9% |
| Gelir büyüme oranı | 4.0% |
| Gelecekteki özkaynak getirisi | 6.28% |
| Analist kapsamı | Good |
| Son güncelleme | 04 Jun 2026 |
Gelecekteki son büyüme güncellemeleri
Analiz Makalesi • Feb 06
Earnings Miss: ROHM Co., Ltd. Missed EPS By 18% And Analysts Are Revising Their Forecasts
ROHM Co., Ltd. ( TSE:6963 ) shareholders are probably feeling a little disappointed, since its shares fell 6.8% to...Analiz Makalesi • Nov 09
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...Analiz Makalesi • Aug 06
ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
TSE:6963 1 Year Share Price vs Fair Value Explore ROHM's Fair Values from the Community and select yours ROHM Co., Ltd...Recent updates
Anlatı Güncellemesi • May 26
6963: Cancelled Takeover And Ongoing Power Semiconductor Realignment Will Restrain Shares
Analysts have kept their ¥ fair value estimate for ROHM unchanged at ¥2,944, while updating assumptions for the discount rate, revenue growth, profit margin and future P/E to reflect a fresh view of the company’s risk and earnings profile. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b on March 6, 2026, which would have taken its ownership to 100% if completed (Key Developments).Anlatı Güncellemesi • May 11
6963: Power Semiconductor M&A Uncertainty Will Continue To Cap Future Share Price Potential
Analysts have adjusted their view on ROHM with a revised price target of ¥2,944, reflecting updated assumptions around the discount rate and future P/E, while keeping revenue growth and profit margin expectations essentially unchanged. What's in the News DENSO proposed to acquire the remaining 95.2% of ROHM for an estimated US$8.3b, aiming for full ownership, before later withdrawing the offer after failing to secure support from ROHM's board and special committee (M&A announcement and cancellation).Anlatı Güncellemesi • Apr 22
6963: Power Semiconductor M&A Uncertainty Will Limit Future Share Price Upside
Analysts have raised their price target for ROHM from ¥2,838.89 to ¥2,944.44, citing slightly revised assumptions for discount rates, revenue, profit margins, and future P/E as the primary factors behind the adjustment. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A transaction announcement).Anlatı Güncellemesi • Apr 07
6963: Ongoing Takeover And Merger Talks Will Restrict Future Share Upside
Analysts have adjusted their price target for ROHM from ¥2,715 to about ¥2,839, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News DENSO Corporation has proposed acquiring the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A Transaction Announcements).Anlatı Güncellemesi • Mar 23
6963: Pending Takeover Talks Will Limit Future Upside Potential
Analysts have adjusted their price target on ROHM to ¥2,715 from ¥2,435, reflecting updated assumptions for profit margins, revenue growth and future P/E multiples. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would result in DENSO owning 100% of the company if completed (M&A transaction announcement).Anlatı Güncellemesi • Mar 08
6963: GaN Power Expansion And Pending Takeover Will Restrain Future Upside
Analysts have made a slight upward adjustment to their price target on ROHM, nudging fair value from ¥2,431.82 to ¥2,435.00 as they refresh their assumptions on the discount rate, revenue growth, profit margin, and future P/E. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A Transaction Announcements, March 6, 2026).Anlatı Güncellemesi • Feb 22
6963: Power Devices And Cost Discipline Will Shape Balanced Fair Value Outlook
Analysts have slightly raised their fair value estimate for ROHM from about ¥2,395 to roughly ¥2,432, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E. What's in the News ROHM introduced the BD9xxN5 Series of 500mA LDO regulator ICs using its Nano Cap technology, targeting 12V and 24V primary power supplies in automotive, industrial, and communications equipment, with an emphasis on stable operation using small capacitors and low output voltage ripple (Key Developments).
Yeni Anlatı • Feb 12
SiC Expansion And Margin Targets Will Likely Strain Capacity And Depress Returns
Catalysts About ROHM ROHM is a semiconductor manufacturer focused on power and analog technologies across automotive, industrial, consumer and AI server applications. What are the underlying business or industry changes driving this perspective?Anlatı Güncellemesi • Feb 07
6963: Product Pipeline And Cost Pressures Will Shape Balanced Fair Value Outlook
Analysts have raised their fair value estimate for ROHM from ¥2,240.91 to ¥2,395.45, citing slightly revised assumptions for the discount rate, revenue growth, profit margin and future P/E to support the higher price target. What's in the News ROHM introduced the BD9xxN5 Series of 500mA LDO regulator ICs using its Nano Cap control technology, aimed at 12V and 24V automotive, industrial and communication infrastructure power supplies, with a focus on stable operation using small capacitors and reduced output voltage ripple (Key Developments).Analiz Makalesi • Feb 06
Earnings Miss: ROHM Co., Ltd. Missed EPS By 18% And Analysts Are Revising Their Forecasts
ROHM Co., Ltd. ( TSE:6963 ) shareholders are probably feeling a little disappointed, since its shares fell 6.8% to...
Yeni Anlatı • Jan 28
Fair Long-Term View Centers On SiC Power Devices And Automotive Expansion
Catalysts About ROHM ROHM is a semiconductor company focused on power and analog technologies across automotive, industrial and consumer markets. What are the underlying business or industry changes driving this perspective?Anlatı Güncellemesi • Jan 24
6963: Elevated Multiple And Cost Pressures Will Constrain Product Ramp Upside
Analysts have lifted their fair value estimate for ROHM from ¥2,204.55 to ¥2,240.91, reflecting updated assumptions around discount rates, profit margins and future P/E that slightly adjust their overall price target outlook. What's in the News ROHM revised its consolidated earnings guidance for the year ending March 31, 2026, now projecting net sales of ¥460,000m, operating profit of ¥5,000m, profit attributable to owners of parent of ¥9,000m, and net income per share of ¥23.31, compared with prior guidance of net sales of ¥440,000m, operating profit of ¥4,000m, profit attributable to owners of parent of ¥7,000m, and net income per share of ¥18.14 (Corporate guidance).Analiz Makalesi • Jan 22
ROHM (TSE:6963) Has Announced A Dividend Of ¥25.00
The board of ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend on the 26th of June, with investors...Anlatı Güncellemesi • Jan 09
6963: Product Ramp And Raised Guidance Will Support Balanced Earnings Outlook
Analysts have kept their fair value estimate for ROHM steady at ¥2,204.55 while slightly adjusting inputs such as the discount rate and future P/E. This reflects fine tuning of their valuation framework rather than a major shift in outlook.Analiz Makalesi • Jan 08
ROHM (TSE:6963) Is Paying Out A Dividend Of ¥25.00
ROHM Co., Ltd. ( TSE:6963 ) will pay a dividend of ¥25.00 on the 26th of June. This makes the dividend yield 2.1...Anlatı Güncellemesi • Dec 22
6963: New Product Pipeline And Guidance Revision Will Support Balanced Profit Outlook
Analysts have modestly raised their price target on ROHM, reflecting slightly higher long term growth and profitability expectations. They are maintaining a fair value estimate of ¥2,204.55 per share, as incremental improvements in revenue growth and profit margins offset a marginally higher discount rate and a slightly lower assumed future P E multiple.Analiz Makalesi • Dec 21
ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00
ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 26th of June. This...Anlatı Güncellemesi • Dec 08
6963: New Guidance And Manufacturing Reorganization Will Support Balanced Profit Outlook
Analysts have slightly trimmed their price target on ROHM from approximately $2,222.73 to $2,204.55, reflecting a modest recalibration of valuation multiples, despite marginally higher revenue growth expectations and a lower discount rate. What's in the News Raising full year FY2026 guidance, ROHM now expects net sales of JPY 460 billion and profit attributable to owners of parent of JPY 9 billion, citing stronger first half demand in PCs, servers, and energy saving applications despite macro and cost headwinds (Corporate guidance) The Board approves an interim dividend for shareholders of record on September 30, 2025 and will review the year end dividend forecast, underscoring its policy of stable returns (Board meeting) The Board authorizes a reorganization of the Shiga Plant and four domestic manufacturing related entities into two dedicated wafer and assembly manufacturing companies to improve group manufacturing efficiency and productivity (Board meeting) ROHM launches volume production of multiple next generation power devices and modules, including SiC MOSFETs in TOLL packages, 2 in 1 SiC DOT 247 molded modules, and new high side smart switches aimed at automotive and industrial power density and efficiency gains (Product announcements) New sensing and protection components such as the RPR 0730 high speed optical sensor, the RBE01VYM6AFH Schottky barrier diode for high resolution image sensors, and the ultra low power TLR1901GXZ op amp target growth in ADAS, factory automation, and low power IoT applications (Product announcements) Valuation Changes Fair Value: Trimmed slightly from approximately ¥2,222.73 to ¥2,204.55, reflecting a modest downward revision in the intrinsic value estimate.Analiz Makalesi • Dec 07
ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00
ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 26th of June. The...Anlatı Güncellemesi • Nov 24
6963: New Guidance And Product Advances Will Support Balanced Profit Outlook
Analysts have raised their price target for ROHM from ¥2,204.55 to ¥2,222.73. This reflects their view of improved revenue growth prospects, despite greater caution on profit margins and valuation multiples.Anlatı Güncellemesi • Nov 09
6963: Future Margins And Reliability Initiatives Will Balance Slower Sales Momentum
Analysts have lowered their price target for ROHM, reducing the fair value estimate from ¥2,275 to approximately ¥2,204. This adjustment reflects updated assumptions on slower revenue growth and a higher discount rate, even as profit margin forecasts have improved.Analiz Makalesi • Nov 09
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...Anlatı Güncellemesi • Oct 26
Steady Outlook And Advanced Power Devices Will Shape Future Opportunities
Narrative Update on ROHM: Analyst Price Target Revision Analysts have maintained their price target for ROHM at ¥2,275. They cite stable expectations around key financial metrics and a steady outlook for the company's performance.Anlatı Güncellemesi • Oct 12
SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets
Analysts have raised their price target for ROHM from ¥2,149 to ¥2,275. This change reflects slightly higher expected revenue growth and updated market assumptions.Anlatı Güncellemesi • Sep 28
SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets
The upward revision in ROHM's consensus analyst price target to ¥2149 is primarily supported by an increase in its expected Future P/E, signaling higher anticipated growth or valuation multiples. What's in the News ROHM has developed the LogiCoA power supply solution, a hybrid analog-digital reference design using single-MCU control for both PFC and flyback converter topologies, enhancing precision and efficiency in industrial and consumer power supplies.Analiz Makalesi • Sep 23
ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00
The board of ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend on the 8th of December, with...Anlatı Güncellemesi • Sep 13
SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets
ROHM’s fair value was maintained with only a negligible upward revision in analyst price target to ¥2004, reflecting stable revenue growth forecasts and an unchanged discount rate. What's in the News ROHM announced the TLR1901GXZ, an ultra-compact CMOS op amp with the industry's lowest circuit current and high measurement accuracy, targeting handheld, wearable, and motion detection applications.Analiz Makalesi • Sep 09
ROHM (TSE:6963) Has Affirmed Its Dividend Of ¥25.00
The board of ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 8th of...Anlatı Güncellemesi • Aug 27
SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets
The modest upward revision in ROHM's consensus price target to ¥1894 primarily reflects a slight improvement in revenue growth forecasts, while the discount rate remains stable. What's in the News ROHM launched the AW2K21, an industry-leading 30V N-channel MOSFET in a 2.0mm x 2.0mm package, offering 2.0 milliohms ON-resistance and integrating bidirectional protection with significant reduction in footprint and power loss; miniaturization efforts continue with even smaller models under development.Analiz Makalesi • Aug 06
ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
TSE:6963 1 Year Share Price vs Fair Value Explore ROHM's Fair Values from the Community and select yours ROHM Co., Ltd...Analiz Makalesi • Jul 21
ROHM (TSE:6963) Is Due To Pay A Dividend Of ¥25.00
ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 8th of December. This...Analiz Makalesi • Jun 25
Subdued Growth No Barrier To ROHM Co., Ltd. (TSE:6963) With Shares Advancing 27%
ROHM Co., Ltd. ( TSE:6963 ) shareholders would be excited to see that the share price has had a great month, posting a...Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 3/31/2029 | 537,807 | 62,175 | 34,317 | 104,317 | 3 |
| 3/31/2028 | 530,030 | 51,766 | 50,168 | 109,372 | 11 |
| 3/31/2027 | 506,099 | 35,397 | N/A | 64,045 | 9 |
| 3/31/2026 | 481,148 | -158,443 | -21,517 | 89,448 | N/A |
| 12/31/2025 | 473,339 | -35,478 | -44,159 | 86,795 | N/A |
| 9/30/2025 | 460,672 | -41,840 | -57,329 | 77,048 | N/A |
| 6/30/2025 | 446,395 | -50,587 | -59,697 | 68,655 | N/A |
| 3/31/2025 | 448,466 | -50,090 | -51,836 | 83,956 | N/A |
| 12/31/2024 | 457,296 | 9,071 | N/A | N/A | N/A |
| 9/30/2024 | 460,483 | 18,726 | -83,589 | 94,055 | N/A |
| 6/30/2024 | 465,893 | 37,296 | -77,083 | 101,846 | N/A |
| 3/31/2024 | 467,780 | 53,963 | -83,415 | 82,858 | N/A |
| 12/31/2023 | 472,850 | 57,499 | N/A | N/A | N/A |
| 9/30/2023 | 487,289 | 65,523 | -31,704 | 89,584 | N/A |
| 6/30/2023 | 502,933 | 74,369 | N/A | N/A | N/A |
| 3/31/2023 | 507,882 | 80,344 | -2,141 | 98,628 | N/A |
| 12/31/2022 | 504,094 | 86,324 | N/A | N/A | N/A |
| 9/30/2022 | 489,379 | 88,118 | 8,280 | 97,634 | N/A |
| 6/30/2022 | 465,982 | 81,293 | N/A | N/A | N/A |
| 3/31/2022 | 452,124 | 66,794 | 25,602 | 92,181 | N/A |
| 12/31/2021 | 434,398 | 66,481 | N/A | N/A | N/A |
| 9/30/2021 | 414,496 | 55,244 | 34,388 | 79,595 | N/A |
| 6/30/2021 | 390,145 | 41,321 | N/A | N/A | N/A |
| 3/31/2021 | 359,888 | 36,969 | 13,598 | 45,975 | N/A |
| 12/31/2020 | 347,375 | 23,017 | N/A | N/A | N/A |
| 9/30/2020 | 342,100 | 24,411 | 26,277 | 58,152 | N/A |
| 6/30/2020 | 353,040 | 27,018 | N/A | N/A | N/A |
| 3/31/2020 | 362,885 | 25,597 | 37,251 | 79,131 | N/A |
| 12/31/2019 | 367,498 | 23,483 | N/A | N/A | N/A |
| 9/30/2019 | 377,000 | 28,186 | N/A | 70,067 | N/A |
| 6/30/2019 | 388,647 | 36,911 | N/A | N/A | N/A |
| 3/31/2019 | 398,989 | 45,442 | N/A | 65,991 | N/A |
| 12/31/2018 | 404,159 | 46,322 | N/A | N/A | N/A |
| 9/30/2018 | 407,493 | 45,088 | N/A | 69,417 | N/A |
| 6/30/2018 | 401,872 | 41,375 | N/A | N/A | N/A |
| 3/31/2018 | 397,107 | 37,249 | N/A | 74,727 | N/A |
| 12/31/2017 | 391,191 | 35,796 | N/A | N/A | N/A |
| 9/30/2017 | 380,588 | 41,400 | N/A | 73,541 | N/A |
| 6/30/2017 | 365,224 | 34,604 | N/A | N/A | N/A |
| 3/31/2017 | 352,010 | 26,431 | N/A | 67,397 | N/A |
| 12/31/2016 | 342,455 | 19,224 | N/A | N/A | N/A |
| 9/30/2016 | 334,619 | 7,644 | N/A | 67,556 | N/A |
| 6/30/2016 | 340,681 | 16,177 | N/A | N/A | N/A |
| 3/31/2016 | 352,397 | 25,685 | N/A | 78,901 | N/A |
| 12/31/2015 | 361,927 | 38,449 | N/A | N/A | N/A |
| 9/30/2015 | 370,146 | 49,953 | N/A | 82,153 | N/A |
| 6/30/2015 | 369,275 | 50,081 | N/A | N/A | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: 6963 önümüzdeki 3 yıl içerisinde kârlı hale gelmesi öngörülüyor; bu da tasarruf oranından ( 0.8% ) daha hızlı bir büyüme olarak değerlendiriliyor.
Kazançlar ve Piyasa: 6963 önümüzdeki 3 yıl içerisinde karlı hale gelmesi öngörülüyor ki bu da ortalama piyasa büyümesinin üzerinde kabul ediliyor.
Yüksek Büyüme Kazançları: 6963 önümüzdeki 3 yıl içinde karlı hale gelmesi bekleniyor.
Gelir ve Pazar: 6963 şirketinin gelirinin (yıllık 4% ) JP pazarından (yıllık 6% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: 6963 şirketinin gelirinin (yıllık 4% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: 6963 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 6.3 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/08 14:17 |
| Gün Sonu Hisse Fiyatı | 2026/06/08 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2026/03/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
ROHM Co., Ltd. 22 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Masaru Koshita | Barclays |
| Xin Sun | Bernstein |
| Masashi Kubota | BofA Global Research |