Komatsu Ltd.
KMTUF
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+ FollowMarket Cap$36.94B
Close$
Earnings Call Q3 2024
January 31, 2024 - AI Summary
**Strong Q3 Performance and Record Highs**: Komatsu reported a 5.6% year-on-year increase in net sales to JPY 972 billion and a 15.9% rise in operating income to JPY 156.4 billion for Q3 FY 2023. Net income surged 42.4% to JPY 98.7 billion, driven by improved selling prices and favorable foreign exchange rates, marking all-time quarterly highs for net sales and segment profits.
**Segment Profit Insights**: The construction, mining, and utility equipment segment saw sales growth of 6.3% to JPY 918.2 billion, with segment profit increasing by 22.2% to JPY 149.1 billion. Retail finance revenue also rose by 23.2%, while profits in the industrial machinery and other segment declined significantly by 72.8%, indicating underlying challenges in specific areas of the business.
**Demand Trends and Forecasts**: Demand for FY 2023 is expected to decline by 10% to 15% overall, with specific markets showing varied performances. North America is predicted to hold steady, while Europe and China are projected to see substantial declines due to high interest rates and soft economic activity.
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$26.10
41.4% downside
Current Fair Value
41.4% downsideOvervalued by 41.4% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $36.94 Billion |
|---|---|
| Enterprise Value | $1.02 Trillion |
| Dividend Yield | $1.24 (2.89%) |
| Earnings per Share | $417.03 |
| Beta | 0.98 |
| Outstanding Shares | 901,766,000 |
Return
| Return on Equity | 8.34% |
|---|---|
| Return on Assets | 4.56% |
| Return on Invested Capital | 9.49% |
Valuation & Multiples
| P/E Ratio | 15.77 |
|---|---|
| PEG | -90.82 |
| Price to Sales | 0.01 |
| Price to Book Ratio | 0.01 |
| Enterprise Value to Revenue | 0.32 |
| Enterprise Value to EBIT | 2.29 |
| Enterprise Value to Net Income | 3 |
| Total Debt to Enterprise | 1.4 |
| Debt to Equity | 0.4 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
April 28, 2026
EPS Estimate
$0.69
Average shareholder expectationRevenue Estimate
$7.05 B
Average shareholder expectationNext Earnings Call
Expected Date
July 24, 2026
EPS Estimate
$0.61
Average shareholder expectationRevenue Estimate
$6.17 B
Average shareholder expectationInstitutional Sentiment (Put/Call)
No data available for the latest quarter.
Institutional Ownership
No data available for the latest quarter.
ESG Score
No data
About Komatsu Ltd.
CEO: Hiroyuki Ogawa Komatsu Ltd. engages in the manufacture and sale of construction and mining equipment, utility devices, forest and industrial machineries. It operates through the following business segments: Construction Machinery and Vehicles, Retail F...