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Komatsu Ltd. (JP:6301)
:6301
Japanese Market

Komatsu Ltd. (6301) Price & Analysis

13 Followers

6301 Stock Chart & Stats

¥6372.00
-¥6.00(-0.14%)
At close: 4:00 PM EST
¥6372.00
-¥6.00(-0.14%)

Bulls Say, Bears Say

Bulls Say
Strong Profitability & MarginsKomatsu’s TTM margin profile and scale demonstrate persistent operating efficiency and pricing power across its heavy-equipment portfolio. High gross and operating margins support durable earnings generation, provide headroom for reinvestment in R&D and dealer networks, and underpin capacity to sustain dividends and strategic initiatives over the coming months.
Diversified Aftermarket & ServicesA significant recurring aftermarket and services business—parts, maintenance, component rebuilds and telematics—creates sticky revenue streams that smooth cyclicality from new equipment sales. This installed-base monetization is higher margin and supports long-term cash generation, customer retention, and cross-selling opportunities across geographies.
Healthy Balance Sheet & ReturnsModerate leverage alongside sustained ROE near 13% indicates efficient capital allocation and a resilient financial foundation. Equity growth and a sizable asset base give Komatsu the capacity to fund product development, dealer support, and opportunistic investments while maintaining strategic flexibility across market cycles.
Bears Say
Weaker Cash ConversionFCF at ~55% of net income signals that reported profits are not fully converting to cash due to working-capital swings and elevated investment demands. This persistent conversion gap can constrain internal funding for capex, dealer financing, or shareholder returns, and increases reliance on external financing during slower demand periods.
Rising LeverageAn uptick in debt-to-equity reduces financial cushioning and elevates interest-rate and refinancing risk. Higher leverage narrows managerial flexibility to invest counter-cyclically or absorb demand slumps in construction and mining, making the company more sensitive to macro shocks and cyclical downturns over the medium term.
Slowing Revenue MomentumA marked deceleration in revenue growth undermines operating leverage and could compress margins if utilization of factories, dealers and service networks falls. If sustained, slower new-equipment demand forces tougher trade-offs between price, production and investment, pressuring earnings durability through the next several quarters.

Komatsu Ltd. News

6301 FAQ

What was Komatsu Ltd.’s price range in the past 12 months?
Komatsu Ltd. lowest stock price was ¥3566.00 and its highest was ¥7840.00 in the past 12 months.
    What is Komatsu Ltd.’s market cap?
    Komatsu Ltd.’s market cap is ¥5.75T.
      When is Komatsu Ltd.’s upcoming earnings report date?
      Komatsu Ltd.’s upcoming earnings report date is Apr 28, 2026 which is in 21 days.
        How were Komatsu Ltd.’s earnings last quarter?
        Komatsu Ltd. released its earnings results on Jan 30, 2026. The company reported ¥104.02 earnings per share for the quarter, beating the consensus estimate of ¥96.095 by ¥7.925.
          Is Komatsu Ltd. overvalued?
          According to Wall Street analysts Komatsu Ltd.’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Komatsu Ltd. pay dividends?
            Komatsu Ltd. pays a Semiannually dividend of ¥95 which represents an annual dividend yield of 4.06%. See more information on Komatsu Ltd. dividends here
              What is Komatsu Ltd.’s EPS estimate?
              Komatsu Ltd.’s EPS estimate is 105.83.
                How many shares outstanding does Komatsu Ltd. have?
                Komatsu Ltd. has 930,340,640 shares outstanding.
                  What happened to Komatsu Ltd.’s price movement after its last earnings report?
                  Komatsu Ltd. reported an EPS of ¥104.02 in its last earnings report, beating expectations of ¥96.095. Following the earnings report the stock price went up 1.89%.
                    Which hedge fund is a major shareholder of Komatsu Ltd.?
                    Currently, no hedge funds are holding shares in JP:6301
                    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

                      Komatsu Ltd.

                      Komatsu Ltd. manufactures and sells construction, mining, and utility equipment; and forest and industrial machinery worldwide. The company operates through three segments: Construction, Mining and Utility Equipment; Retail Finance; and Industrial Machinery and Others. It offers construction and mining equipment, including electric rope shovels, continuous miners, hydraulic excavators, wheel loaders, bulldozers, motor graders, dump trucks, mini excavators, utility equipment, and other mining equipment. The company also provides forklift trucks; forestry equipment, including harvesters, forwarders, and feller bunchers, as well as forestry-specific machines based on construction equipment; recycling equipment, such as mobile crushers, soil recyclers, and mobile tub grinders; tunneling machines, which comprise shield and tunnel-boring machines, as well as small diameter pipe jacking machines; and diesel engines, hydraulic equipment, and iron and steel castings products. In addition, it offers metal forging and stamping presses, including large presses, and small and medium-sized presses; sheet-metal machines, such as press brakes, shears, laser cutting machines, and fine plasma cutting machines; machine tools, which comprise crankshaft millers, transfer machines, machining centers, grinding machines, and wire saws; excimer lasers for semiconductor lithography tools; thermoelectric modules and temperature-control equipment for semiconductor manufacturing; and defense-related equipment, as well as provides warehousing and packing services. Further, the company provides other specific equipment for demolition, metal recycle, and slag handling; wear parts, periodic replacement parts, attachments, and remanufacturing parts; and retail financing for construction and mining equipment. Komatsu Ltd. was founded in 1884 and is headquartered in Tokyo, Japan.

                      Komatsu Ltd. (6301) Earnings & Revenues

                      6301 Stock 12 Month Forecast

                      Average Price Target

                      ¥7,242.22
                      ▲(13.66% Upside)
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