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LIXIL Group Corp. (JP:5938)
:5938
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LIXIL Group (5938) Price & Analysis

2 Followers

5938 Stock Chart & Stats

¥1615.50
-¥15.00(-0.86%)
At close: 4:00 PM EST
¥1615.50
-¥15.00(-0.86%)

Bulls Say, Bears Say

Bulls Say
Improving Gross And Core ProfitabilitySustained improvements in gross margin and the core earnings ratio indicate better cost management and product mix. That structural margin expansion increases operating leverage, improving resilience to revenue softness and supporting sustained cash generation and reinvestment capacity over the next 2–6 months.
Consistent Positive Free Cash FlowPositive free cash flow in 2026, supported by strong operating cash generation, provides durable funding for dividends, capex and debt service. Even with choppiness in prior years, consistent FCF strengthens financial flexibility and supports execution of asset rationalization and multi‑year improvement plans.
Diversified Portfolio And Renovation TailwindsA broad product set and geographic spread—plus subsidy‑driven renovation demand—reduces reliance on any single cyclical market. This diversification and structural renovation tailwind should help stabilize revenues and margins versus peers over the medium term.
Bears Say
Very Thin And Volatile Net MarginsPersistently low net margins leave minimal buffer for cost shocks or FX swings, making profitability highly sensitive to commodity and execution risks. This volatility undermines sustainable return on equity and complicates medium‑term planning and capital allocation decisions.
Material Raw‑material Cost ExposureExposure to aluminum and copper price spikes can quickly erode margins given project timing and pass‑through limits. Even with high scrap usage mitigation, volatile input costs present a structural earnings headwind that could persist into the next fiscal year.
U.S. Operations Execution And LossesOngoing losses and execution problems in the U.S. are a durable drag because the market is large and operational fixes take quarters to implement. Persistent underperformance there can erode group margins, consume cash for turnarounds, and delay achievement of structural profitability targets.

LIXIL Group News

5938 FAQ

What was LIXIL Group Corp.’s price range in the past 12 months?
LIXIL Group Corp. lowest stock price was ¥1571.50 and its highest was ¥1990.00 in the past 12 months.
    What is LIXIL Group Corp.’s market cap?
    LIXIL Group Corp.’s market cap is ¥477.77B.
      When is LIXIL Group Corp.’s upcoming earnings report date?
      LIXIL Group Corp.’s upcoming earnings report date is Jul 24, 2026 which is in 78 days.
        How were LIXIL Group Corp.’s earnings last quarter?
        LIXIL Group Corp. released its earnings results on Apr 30, 2026. The company reported -¥12.75 earnings per share for the quarter, missing the consensus estimate of -¥11.818 by -¥0.932.
          Is LIXIL Group Corp. overvalued?
          According to Wall Street analysts LIXIL Group Corp.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does LIXIL Group Corp. pay dividends?
            LIXIL Group Corp. pays a Semiannually dividend of ¥45 which represents an annual dividend yield of 4.8%. See more information on LIXIL Group Corp. dividends here
              What is LIXIL Group Corp.’s EPS estimate?
              LIXIL Group Corp.’s EPS estimate is 7.56.
                How many shares outstanding does LIXIL Group Corp. have?
                LIXIL Group Corp. has 287,514,950 shares outstanding.
                  What happened to LIXIL Group Corp.’s price movement after its last earnings report?
                  LIXIL Group Corp. reported an EPS of -¥12.75 in its last earnings report, missing expectations of -¥11.818. Following the earnings report the stock price went down -0.553%.
                    Which hedge fund is a major shareholder of LIXIL Group Corp.?
                    Currently, no hedge funds are holding shares in JP:5938
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      LIXIL Group Corp.

                      LIXIL Corporation, through its subsidiaries, manufactures and sells building materials and housing equipment worldwide. It operates through LIXIL Water Technology (LWT), LIXIL Housing Technology (LHT), LIXIL Building Technology (LBT), and Housing & Services Business (H&S) segments. The LWT segment offers sanitary ware, shower toilets, water faucets, washstands, bathtubs, prefabricated bathrooms, smart products, showerheads, washstand fixtures, washstand cabinet units, kitchen systems, etc.; and tiles for houses and buildings, and internal decorative tiles, etc. This segment offers its products under the INAX, GROHE, American Standard, COBRA, DXV, Jaxson, RICHELLE, and SPAGE brands. The LHT segment provides housing window sashes, entrance doors, various types of shutters, gates, carports, banisters, high railings, etc.; window frames, wooden furnishing materials, interior decorative materials, etc.; sidings, roofing materials, etc.; and solar power systems, etc. This segment offers its products under the Tostem, Exsior, Interio, Super Wall, Nodea, and Asahi Tostem brands. The LBT segment offers curtain walls, building window sashes, store facades, etc. The H&S segment engages in the development of homebuilding franchise chains, construction on order, etc.; and provides services for land, buildings, real estate management, real estate franchises development support, etc., as well as housing loans. This segment offers its products under the Lixil, Eyeful Home, Face Home, ERA, and GL HOME brands. The company was formerly known as LIXIL Group Corporation and changed its name to LIXIL Corporation in December 2020. LIXIL Corporation was founded in 1875 and is headquartered in Tokyo, Japan.

                      LIXIL Group (5938) Earnings & Revenues

                      5938 Company Deck

                      5938 Earnings Call

                      Q4 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      Mixed but balanced. The company delivered stronger cash‑earnings measures (EBITDA JPY 98.4bn, core earnings JPY 36.5bn), improved gross margin and maintained positive free cash flow, with renovation demand and EMEA/IMEA strength offsetting weakness in the U.S. and China. However, rising raw‑material costs, foreign‑exchange losses, heavy depreciation/tax inefficiencies, ongoing U.S. losses and project timing uncertainty create meaningful near‑term risks and cloud FY2027 visibility. Management has a clear plan to optimize assets and taxes, but benefits are multi‑year.View all JP:5938 earnings summaries

                      5938 Stock 12 Month Forecast

                      Average Price Target

                      ¥1,600.00
                      ▼(-0.96% Downside)
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