Durable OEM Supplier Business ModelTaiho Kogyo's core competency supplying plain bearings and drivetrain parts to automakers reflects a contract-driven, platform-linked business model. Long-term supply arrangements and high quality requirements create customer stickiness and repeatable production demand over vehicle lifecycle horizons.

Revenue Growth ResilienceA mid-single-digit revenue growth rate indicates end-market demand resilience and some success maintaining or winning production content. Over a 2-6 month horizon, steady top-line growth supports capacity utilization and helps absorb fixed costs, improving the probability of margin recovery if costs stabilize.

Healthy Equity Ratio / Balance Sheet BaseA healthy equity ratio provides financial resilience to absorb operating shocks and fund localization or tooling capex for customer programs. This equity cushion supports creditor and customer confidence and preserves strategic optionality while the company works to restore profitability.

Bears Say

Profitability DeteriorationThe shift to a negative net margin signals structural pressure on profitability, reducing retained earnings and limiting internal reinvestment. Persistent losses erode pricing flexibility and can force cost cutting that may harm long-term quality or capacity to meet automaker specs if unresolved.

Declining Free Cash FlowFalling free cash flow limits the company's ability to fund tooling, capex for customer localization, and working capital needs without external financing. Over several months this raises liquidity risk, may constrain growth investments, and can increase reliance on debt or equity raises.

Rising Leverage And Negative ROEA meaningful rise in debt combined with negative ROE weakens financial flexibility and increases interest exposure. Elevated leverage while earnings are negative raises refinancing and covenant risks, and reduces ability to pursue strategic investments or absorb OEM payment terms over the medium term.

6470 FAQ

What was Taiho Kogyo Co., Ltd.’s price range in the past 12 months?

Taiho Kogyo Co., Ltd. lowest stock price was ¥469.00 and its highest was ¥922.00 in the past 12 months.

What is Taiho Kogyo Co., Ltd.’s market cap?

Taiho Kogyo Co., Ltd.’s market cap is ¥26.40B.

When is Taiho Kogyo Co., Ltd.’s upcoming earnings report date?

Taiho Kogyo Co., Ltd.’s upcoming earnings report date is Apr 29, 2026 which is in 70 days.

How were Taiho Kogyo Co., Ltd.’s earnings last quarter?

Taiho Kogyo Co., Ltd. released its earnings results on Feb 02, 2026. The company reported ¥16.32 earnings per share for the quarter, beating the consensus estimate of N/A by ¥16.32.

Is Taiho Kogyo Co., Ltd. overvalued?

According to Wall Street analysts Taiho Kogyo Co., Ltd.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium

Does Taiho Kogyo Co., Ltd. pay dividends?

Taiho Kogyo Co., Ltd. pays a Semiannually dividend of ¥10 which represents an annual dividend yield of 2.45%. See more information on Taiho Kogyo Co., Ltd. dividends here

What is Taiho Kogyo Co., Ltd.’s EPS estimate?

Taiho Kogyo Co., Ltd.’s EPS estimate for its next earnings report is not yet available.

How many shares outstanding does Taiho Kogyo Co., Ltd. have?

Taiho Kogyo Co., Ltd. has 29,172,457 shares outstanding.

What happened to Taiho Kogyo Co., Ltd.’s price movement after its last earnings report?

Taiho Kogyo Co., Ltd. reported an EPS of ¥16.32 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went down -0.355%.

Which hedge fund is a major shareholder of Taiho Kogyo Co., Ltd.?

Currently, no hedge funds are holding shares in JP:6470

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

Taiho Kogyo Co., Ltd.

Taiho Kogyo Co., Ltd. manufactures and sells bearings in Japan. It provides engine bearings; and bushings and thrust washers for engine and engine accessory components, and steering systems, as well as for differential, transmission, suspension, and other applications. The company also offers special bearings for use in automobile and home air conditioning compressors, turbochargers, and steering systems; and EGR valves and actuators for use in turbochargers. In addition, it provides aluminum die-cast products; plastic products; and precision dies, including sintering, precision casting, and precision plastic molding dies. The company was founded in 1944 and is headquartered in Toyota, Japan.