Machinery Manufacturing

Komatsu Ltd.

Komatsu Parent Company Announces Annual Financial Highlights

6301

Komatsu Ltd. (OTCMKTS:KMTUY) shares fell below their 200-day moving average of $32.95, trading as low as $32.69. Currently priced at $33.66, the stock has a market cap of $32.01 billion and a PE ratio of 11.18. Zacks Research upgraded the stock from "strong sell" to "hold". The company reported $0.63 EPS for the last quarter, meeting estimates, with revenue of $6.45 billion, slightly below expectations. Analysts forecast an EPS of 2.73 for the current fiscal year, maintaining a consensus rating of "hold".

Market Beat

Komatsu (OTCMKTS:KMTUY) Share Price Passes Below 200-Day Moving Average   - Here's What Happened

On October 29, 2025, Komatsu Ltd. raised its FY2026 earnings guidance and increased its annual dividend to ¥95 per share, up from ¥83. The company is also progressing on its share buyback plan, influenced by the yen's depreciation and U.S. tariffs. This indicates a focus on enhancing shareholder returns. However, challenges remain, including demand softness in key markets and compliance costs. Komatsu anticipates ¥4,297.5 billion in revenue and ¥444.3 billion in earnings by 2028, with fair value estimates ranging from ¥5,150 to ¥7,888.

Simplywall

Does Komatsu’s (TSE:6301) Boosted Guidance and Dividend Signal a Shift in Shareholder Strategy?

Komatsu Ltd. has completed a share buyback program with a total repurchase value of approximately 86.22 billion yen, as reported under the Board of Directors’ resolution. The buyback was executed through purchases on the Tokyo Stock Exchange.

Reuters

Komatsu Ltd. completes share buyback totaling 86,224,219,259 yen

Komatsu Ltd. has revised its consolidated earnings guidance for the fiscal year ending March 31, 2026. The company now expects net sales of JPY 3,888,000 million, operating income of JPY 500,000 million, and net income attributable to the company of JPY 320,000 million, up from previous estimates. This adjustment is due to the depreciation of the Japanese yen, U.S. tariffs, and the latest market outlook.

marketscreener

Komatsu Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026

KMTUY

Komatsu Ltd. reported a decline in first-half earnings for the fiscal year ending March 31, 2026, with net sales down 3.9% to JPY 1,891.6 billion and operating income down 8.7% to JPY 277.1 billion. Net income fell by 12.9% to JPY 175.7 billion, attributed to the yen's appreciation and reduced sales volume. However, the industrial machinery segment saw a 10.5% sales increase. The company has revised its fiscal projections and remains committed to its Strategic Growth Plan, focusing on innovation and sustainable practices amid economic challenges.

Tip Ranks

Komatsu

Komatsu Ltd. Reports Decline in First-Half Earnings

Komatsu Ltd. (JP:6301) has announced a dividend payment of JPY 95 per share from retained earnings, with a record date of September 30, 2025. This decision reflects the company's commitment to a consolidated payout ratio of 40% or higher, aiming to enhance corporate value. The latest analyst rating for Komatsu's stock is a Buy, with a price target of Yen6560.00. Komatsu operates in the heavy equipment industry, focusing on construction, mining, and utility equipment, and has a current market cap of Yen5204.3B.

Komatsu Ltd. Announces Dividend Payment from Retained Earnings

Komatsu Ltd. has announced the release of the Komatsu Report 2025, which outlines its strategic growth plan. The report is available online for detailed insights. This announcement was made on September 19, 2025, and the company is responsible for the information provided.

Komatsu Ltd. Announces Release of Komatsu Report 2025 Highlighting Strategic Growth Plan

Komatsu Ltd. (OTCMKTS:KMTUY) experienced a significant drop in short interest, declining by 45.2% in August, with total short interest at 19,300 shares as of August 31. The short-interest ratio is currently 0.2 days, with 0.0% of shares sold short. The stock opened at $35.42, with a market cap of $33.68 billion and a P/E ratio of 11.61. Analysts have downgraded the stock to a "strong sell" rating, with a consensus rating of "Reduce."

Short Interest in Komatsu Ltd. (OTCMKTS:KMTUY) Drops By 45.2%

According to TipRanks, Fukuhara is a 4-star analyst with an average return of 15.2% and a 69.35% success rate. Fukuhara covers the Industrials sector, focusing on stocks such as Mitsubishi Heavy Industries, Mitsubishi Electric, and THK Co. Komatsu Ltd. has an analyst consensus of Moderate Buy, with a price target consensus of Yen5,366.60.

Jefferies Sticks to Their Hold Rating for Komatsu Ltd. (6301)

Komatsu Ltd. has announced a share buyback program, repurchasing 2,925,100 shares for approximately 14.49 billion yen. This buyback occurred from August 1 to August 31, 2025, as part of a larger plan to repurchase up to 40 million shares with a budget of 100 billion yen, set to run from April 30 to November 28, 2025. The initiative aligns with the company's strategic financial management efforts.

Komatsu Ltd. Announces Share Buyback Totaling 14.49 Billion Yen

Komatsu Ltd. (TSE:6301) has seen a 15% increase in stock price over the last three months, attributed to its strong financial fundamentals, particularly a return on equity (ROE) of 14%, which exceeds the industry average of 7.6%. The company has achieved a 27% net income growth over the past five years, supported by a moderate payout ratio of 40%, allowing for significant reinvestment of profits. However, analysts forecast a slowdown in earnings growth moving forward, raising questions about future performance.

Is Komatsu Ltd.'s (TSE:6301) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?

Komatsu Ltd. (OTCMKTS:KMTUY) experienced a significant increase in short interest, rising 335.5% in July, with a total of 46,600 shares shorted as of July 31st. The days-to-cover ratio is currently 0.1 days based on an average daily trading volume of 741,900 shares. The company's stock traded at $34.35, with a market cap of $32.67 billion. Komatsu reported a quarterly EPS of $0.69, missing estimates, and had revenue of $6.12 billion, below expectations. Analysts project an EPS of 2.73 for the current year.

Komatsu Ltd. (OTCMKTS:KMTUY) Short Interest Up 335.5% in July

Komatsu Ltd. has announced the status of its common stock buyback, in line with Article 165, Paragraph 2 of the Companies Act. Specific details regarding the number of units or average price per unit were not disclosed. This announcement is for informational purposes only and should not be considered financial or legal advice.

Komatsu Ltd. Announces Status of Common Stock Buyback

Komatsu Ltd. reported mixed results in its Q1 earnings call, with profit growth in retail finance (22.5% YoY) and industrial machinery (43.5% YoY) overshadowed by a 5.2% decline in net sales and a 10.6% drop in operating income. Key challenges included decreased sales in mining equipment, particularly in North America, and difficulties in Japan and Indonesia. Despite these setbacks, Komatsu signed a significant contract for the Reko Diq project and introduced a power-agnostic truck. The company remains cautious yet adaptive in its fiscal 2025 outlook, focusing on market conditions and potential impacts from US tariffs.