- Aisin’s first-quarter operating income reached 47.88 billion yen, surpassing estimates by 22.6%.
- Year-over-year, operating income rose by 42%.
- Aisin’s net income soared to 39.56 billion yen, significantly exceeding the estimate of 26.47 billion yen.
- Compared to the previous year, net income increased substantially from 13.68 billion yen.
- Net sales for the quarter totaled 1.22 trillion yen, which is a 3.1% year-over-year increase.
- The sales figure also slightly exceeded the market estimate of 1.2 trillion yen.
- For the 2026 forecast, Aisin expects operating income to remain at 205.00 billion yen, slightly below the market estimate of 213.74 billion yen.
- They also forecast net income of 125.00 billion yen, under the market’s predicted 138.09 billion yen.
- Projected net sales for 2026 are 4.90 trillion yen, slightly under the estimate of 4.94 trillion yen.
- Aisin plans to maintain a dividend of 65.00 yen, which is just below the anticipated 67.06 yen.
- Analyst recommendations include 8 buy ratings, 8 hold ratings, and 1 sell rating.
Aisin on Smartkarma
Analysts on Smartkarma, including Travis Lundy, offer valuable insights on companies like Aisin. In his recent report titled “Aisin (7259) – Executing the Capital Policy Side of Its MTMP – Big ¥120bn (8.8%) Buyback,” Lundy discusses Aisin’s earnings, guidance, and strategic moves. While earnings were deemed satisfactory, guidance reflected concerns over potential tariff impacts. Aisin’s significant buyback announcement sparked interest, with Lundy noting the potential for continued capital allocation strategies and hints at possible leveraged buyout opportunities.
Lundy emphasizes the importance of Aisin’s execution of its MTMP plan, highlighting the potential implications for future actions. The report underscores the company’s financial strength and ability to fund further initiatives. Reference to Toyota Group membership and possible involvement of Toyota Industries points to a complex strategic landscape for Aisin. Investors following Aisin can glean valuable perspectives from analysts like Lundy on Smartkarma, guiding them through understanding the company’s current standing and potential pathways forward.
A look at Aisin Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 4 | |
| Dividend | 4 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.8 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on the Smartkarma Smart Scores, Aisin is positioned well for long-term success. With strong scores in Value and Dividend at 4 each, the company demonstrates solid fundamentals and a commitment to rewarding its shareholders. While Growth and Resilience are rated slightly lower at 3, Aisin still maintains a stable outlook in terms of expansion and ability to withstand economic challenges. The highest score of 5 in Momentum suggests that Aisin is currently experiencing strong positive momentum in the market.
Aisin Corporation, known for manufacturing a variety of motor vehicle parts, has been evaluated positively across key aspects that contribute to its overall outlook. With a diverse product range including drive train, brakes, suspensions, and more, Aisin’s global presence through sales and production subsidiaries enhances its market position. Investors looking for a company with a balanced mix of value, dividends, and growth potential may find Aisin to be a compelling choice for the long term.
Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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