Revenue & Margin ImprovementSustained revenue expansion and consistently high gross margins, with net margin improving to 7.43% in 2024, demonstrate durable demand and improving operating leverage. That trajectory supports reinvestment in products and services, funds longer-term margin stability and strengthens competitive positioning.

Positive Free Cash FlowA turnaround to positive free cash flow (¥5.09bn in 2024) and strong cash conversion provide lasting financial flexibility. Reliable FCF underpins capex, R&D, dividends or buybacks and reduces reliance on external financing, improving resilience through industry cycles and supporting long-term execution.

Lower Leverage, Stronger Equity BaseMaterial reduction in leverage and a growing equity base materially strengthen the balance sheet. Lower debt-to-equity reduces interest burden and financial risk, expanding capacity for strategic investment or M&A and improving the firm's ability to withstand demand downturns over the medium term.

Bears Say

Historical Cash-flow VolatilityWhile FCF is positive today, prior swings in cash generation indicate earnings and cash remain sensitive to project timing and working capital. That volatility can constrain reliable funding for recurring investments and dividends, and raises execution risk if cyclical headwinds reappear.

Dependence On Refresh CyclesBusiness reliance on IT/network refresh projects and public-sector procurement creates lumpy, project-driven revenue. That structural dependence lengthens sales cycles and makes forecasting, capacity planning and steady recurring revenue growth harder, pressuring medium-term predictability and margin consistency.

Moderate Recent Revenue GrowthMid-single-digit revenue growth suggests limited top-line acceleration absent new market share gains or product expansion. Slower organic growth can cap scale benefits and requires continued margin discipline or higher-margin services to sustain returns and fund investments over the next several quarters.

Allied Telesis Holdings KK News

Allied Telesis to Divest U.S. IP Triple-Play Services Business to Warrior Communications

Allied Telesis Holdings KK ( ($JP:6835) ) just unveiled an announcement. Allied Telesis Holdings K.K. has approved the...

17d ago

6835 FAQ

What was Allied Telesis Holdings KK’s price range in the past 12 months?

Allied Telesis Holdings KK lowest stock price was ¥102.00 and its highest was ¥342.00 in the past 12 months.

What is Allied Telesis Holdings KK’s market cap?

Allied Telesis Holdings KK’s market cap is ¥35.91B.

When is Allied Telesis Holdings KK’s upcoming earnings report date?

Allied Telesis Holdings KK’s upcoming earnings report date is Feb 13, 2026 which is in 8 days.

How were Allied Telesis Holdings KK’s earnings last quarter?

Allied Telesis Holdings KK released its earnings results on Nov 14, 2025. The company reported ¥10.77 earnings per share for the quarter, beating the consensus estimate of N/A by ¥10.77.

Is Allied Telesis Holdings KK overvalued?

According to Wall Street analysts Allied Telesis Holdings KK’s price is currently Overvalued. Get more investment ideas with TipRanks Premium

Does Allied Telesis Holdings KK pay dividends?

Allied Telesis Holdings KK pays a Annually dividend of ¥6 which represents an annual dividend yield of 0.77%. See more information on Allied Telesis Holdings KK dividends here

What is Allied Telesis Holdings KK’s EPS estimate?

Allied Telesis Holdings KK’s EPS estimate for its next earnings report is not yet available.

How many shares outstanding does Allied Telesis Holdings KK have?

Allied Telesis Holdings KK has 105,012,180 shares outstanding.

What happened to Allied Telesis Holdings KK’s price movement after its last earnings report?

Allied Telesis Holdings KK reported an EPS of ¥10.77 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went down -1.376%.

Which hedge fund is a major shareholder of Allied Telesis Holdings KK?

Currently, no hedge funds are holding shares in JP:6835

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

Allied Telesis Holdings KK

Allied Telesis Holdings K.K., a holding company, engages in the planning, development, manufacture, and sale of network devices and solutions worldwide. The company manufactures network products, including network equipment; AlliedWare Plus, a network OS for IoT infrastructure including autonomous management framework for stable system operation and autonomous wave control, an autonomous wireless LAN solution; and solutions that will expand the possibilities of network infrastructure, such as systems where network infrastructure blocks unauthorized access in collaboration with security software and asset management software, as well as systems where monitoring cameras monitor and detect physical hazards that include acts of terrorism. It also provides support services, which comprise planning and consulting, installation and structuring, operation and monitoring, and education services. The company was incorporated in 1971 and is headquartered in Tokyo, Japan.