- Sekisui House‘s third-quarter operating income was 55.42 billion yen, marking a 27% decline compared to the previous year and falling short of the 69.28 billion yen estimate.
- The company reported a net income of 45.46 billion yen for the third quarter, which is an 8.6% increase year-over-year, but below the projected 51.33 billion yen.
- Net sales for the third quarter were 920.30 billion yen, representing an 8.3% decrease year-on-year, and missed the estimated 1.05 trillion yen.
- Looking ahead to 2026, Sekisui House maintains its forecast for operating income at 340.00 billion yen, compared to the estimate of 341.87 billion yen.
- The company also projects net income of 232.00 billion yen for 2026, slightly above the forecast of 231.8 billion yen.
- Net sales for 2026 are expected to be 4.33 trillion yen, in line with the estimate of 4.32 trillion yen.
- Sekisui House plans to distribute a dividend of 144.00 yen, close to the estimated 144.10 yen.
- Current analyst ratings comprise 5 buys, 6 holds, and no sells for Sekisui House.
- All comparisons to previous results are based on the company’s disclosed figures.
Sekisui House on Smartkarma
Analyst coverage of Sekisui House on Smartkarma highlights the company’s aggressive expansion into the U.S. market through strategic acquisitions like M.D.C. Holdings, aiming to become a top-five homebuilder by volume in the country. The company’s focus on high-quality, prefabricated homes and Net Zero Energy Houses showcases its leadership in housing technology and sustainability. Despite facing challenges in the mature Japanese market, Sekisui House‘s strong brand, solid financials, and consistent dividend growth make it an appealing choice for long-term investors.
The research report, “Primer: Sekisui House (1928 JP) – Sep 2025,” by analyst Ξ±SK, provides insights into the company’s innovative approach to creating durable, energy-efficient homes as a key differentiator in the global market. While risks from Japan’s demographic trends and construction costs exist, Sekisui House‘s modest valuation compared to peers, combined with its robust balance sheet, offer a compelling value proposition for investors seeking exposure to the housing sector.
A look at Sekisui House Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 4 | |
| Dividend | 5 | |
| Growth | 3 | |
| Resilience | 2 | |
| 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
Investment analysts using Smartkarma Smart Scores have painted a positive long-term outlook for Sekisui House, a company known for building and selling steel-frame and wooden housings, including single-family houses, condominiums, and apartment buildings. Sekisui House scored high marks in dividends and momentum, indicating strong performance in these areas. With a focus on delivering value to investors and a robust growth trajectory, the company’s overall prospects seem promising.
Despite facing some challenges in resilience, with a score of 2, Sekisui House‘s solid performance in value, dividends, growth, and particularly momentum, with a score of 5, suggests a bright future ahead. The company’s diverse business segments, including real estate brokerage, leasing, and construction materials sales, provide a solid foundation for continued success in the long term. Investors may find Sekisui House an appealing investment opportunity given its strong performance indicators across various key factors.
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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