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Companies Industrials 8151.T
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8151.T Tokyo Stock Exchange Industrial Machinery & Equipment

8151.T

¥2 014,00
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JPY
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Last 30 days
1D5D1M3M6MYTD1Y5YMax
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Mcap
P/E
EV / Rev
Div yield
3,89 %
Op margin
5,7 %
ROE
4,3 %
Net margin
3,7 %
Debt / equity
0,10
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company designs, develops, and sells industrial machinery and equipment, primarily serving the manufacturing and automation sectors.

Business. The company designs, develops, and sells industrial machinery and equipment, primarily serving the manufacturing and automation sectors.

Classification92 %
SectorIndustrials
Business sectorIndustrial Goods
IndustryIndustrial Machinery & Equipment
ActivityIndustrial Goods
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
4,3 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 8151.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials · THIS SECTOR−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 8151.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    The company designs, develops, and sells industrial machinery and equipment, primarily serving the manufacturing and automation sectors.

    Classification92 %
    SectorIndustrials
    Business sectorIndustrial Goods
    IndustryIndustrial Machinery & Equipment
    ActivityIndustrial Goods
    AI synthesis
    GENERATED

    The company maintains a conservative capital structure, with a debt-to-equity ratio of 0.1, indicating minimal reliance on debt financing. Its liquidity position is supported by cash and equivalents of 3.66 billion JPY, though its free cash flow is negative at -80.94 million JPY, primarily due to capital expenditures of -877.44 million JPY. The current ratio of 1.8 suggests the company has sufficient short-term assets to cover its liabilities, though the liquidity risk is assessed as low.

    Profitability metrics show a return on equity of 4.26% and a return on assets of 2.99%, both below the industry median for industrial machinery firms. The operating margin is 5.70% (1.8567 billion JPY operating income on 32.56 billion JPY revenue), which is also below the industry median. The company's gross margin of 43.64% (14.21 billion JPY gross profit) is in line with the sector average.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification increases exposure to regional economic fluctuations and sector-specific downturns. No material geographic breakdown is available in the latest filings, but the company's primary operations are based in Japan.

    The company's growth trajectory is modest, with revenue of 32.56 billion JPY in the latest period. Analysts estimate revenue of 39 billion JPY for the next fiscal year, representing a 19.8% year-over-year increase. However, the company's earnings performance has lagged expectations, with actual EPS of 55.55 JPY versus a mean estimate of 120.50 JPY.

    Risk factors include the company's reliance on capital expenditures to maintain competitiveness, which has led to negative free cash flow. The dilution risk is assessed as low, with no immediate filing-based flags detected. However, the company's capital structure could be tested if operating cash flow does not improve.

    Recent events include the release of the latest financial results, which showed a decline in earnings relative to analyst expectations. No material regulatory or litigation events were disclosed in the latest filings. The company has not issued new shares in the past 12 months, and no dilutive events are currently anticipated.

    Key takeaways
    • The company maintains a conservative capital structure with a low debt-to-equity ratio of 0.1.
    • Profitability metrics, including ROE and ROA, are below the industry median for industrial machinery firms.
    • The company's revenue is concentrated in a single business segment, increasing exposure to sector-specific risks.
    • Analysts expect a 19.8% year-over-year revenue increase, but earnings have underperformed expectations.
    • The company's liquidity position is stable, but negative free cash flow highlights the need for improved operating cash flow.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥2 014,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    ¥28.08B
    Net cash
    ¥957.8M
    Current ratio
    1.8
    Debt / equity
    0.1
    ROA
    3.0%
    ROE
    4.3%
    Cash conversion
    184.0%
    CapEx / revenue
    -2.7%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    120,50
    Predicted surprise
    0,00
    Beat probability
    45 %
    Analysts
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-04 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate120,50
    Revenueno estimateno estimate39,0B JPY
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in JPY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data
    EPS surprise
    −53,9 %
    reported vs consensus · miss
    Revenue surprise
    −16,5 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin5,7 %Below median
    Net Margin3,7 %Below median
    ROE4,3 %Above median
    Capex / Rev-2,7 %Above median
    D/E0,10Above median
    Cash Conv1,84Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • 8151.T Market data — financials · 2026-05-27
    • Toyo Corp Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    8151.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage