Johnson Electric Holdings (0179) AI Stock Analysis

• Market Cap: HK$40.63B
• Dividend Yield: 1.44%
• Average Volume (3M): 13.45M
• Price to Earnings (P/E): 19.8
• Beta (1Y): 0.85
• Revenue Growth: -4.75%
• EPS Growth: 14.34%
• Country: HK
• Employees: 30,000
• Sector: Consumer Cyclical
• Sector Strength: 84
• Industry: Auto - Parts
• EPS (TTM): N/A
• Shares Outstanding: 934,412,050
• 10 Day Avg. Volume: 18,246,339
• 30 Day Avg. Volume: 13,446,527
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: HK$33.97
• Price Target Upside: -22.81% Downside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 0

• Rating: 78 Outperform
• Price Target: HK$34.00 ▼(-22.73% Downside)

Johnson Electric Holdings scores well due to its strong financial performance and positive technical indicators. The company's solid balance sheet and consistent revenue growth contribute significantly to its high score. The stock's valuation is reasonable, supporting its investment appeal. The absence of earnings call and corporate events data does not impact the overall score.

Johnson Electric Holdings Business Overview & Revenue Model

Company Description

Johnson Electric Holdings Limited, an investment holding company sells motion products, control systems, and flexible interconnects worldwide. The company offers motion products, including solenoids, piezo motors and subsystems, starters, blowers, gearboxes, automotive actuators, haptic motion products, and piezo stages, as well as brushless EC, DC, AC, stepper, and gear motors; pumps and valves; and flex circuits, flat flexible cables, security circuits, microelectronics, and electromagnetic interference shielded flexible circuits. It also provides switches and relays comprising microswitches, TIPPMATIC auto power-off products, manually operated switches, panel mounted switches, automotive switches and subsystems, and smart meter relays; and powder metal components. The company offers its products to a range of industries, including automotive, building automation and security, business machines, defense and aerospace, food and beverage, home technologies, HVAC, industrial equipment, medical devices, personal care, power equipment, and power tools. Johnson Electric Holdings Limited was founded in 1959 and is headquartered in Sha Tin, Hong Kong.

How the Company Makes Money

Johnson Electric Holdings makes money primarily through the design, production, and sale of electric motors and motion-related systems. Its revenue streams are diversified across several key sectors: automotive products, including systems for engine cooling, powertrain, and body comfort; industrial products, such as motors for power tools and home appliances; and healthcare products, which include components for medical devices. The company leverages its global manufacturing footprint and extensive R&D capabilities to maintain strategic partnerships with leading OEMs and Tier 1 suppliers across these industries. Additionally, Johnson Electric's focus on innovation and reliability helps it secure long-term contracts, contributing significantly to its earnings.

Johnson Electric Holdings Financial Statement Overview

Summary

Johnson Electric Holdings exhibits a strong financial position, characterized by consistent revenue growth, improving profitability margins, and a solid balance sheet with low leverage. Despite a slight decrease in free cash flow growth, the company maintains healthy cash generation and operational efficiency. Overall, the financials reflect a well-managed company with potential for steady growth.

Income Statement

The company shows strong profitability with gross profit and net profit margins improving over the years. Gross profit margin in 2025 is 23.1%, up from 19.6% in 2022. Net profit margin has also increased to 7.2% in 2025 from 4.2% in 2022. Revenue growth has been consistent but modest at around 5-6% annually. EBIT and EBITDA margins show healthy operational efficiency, with the EBITDA margin being 16.4% in 2025.

Balance Sheet

The company's balance sheet is solid, characterized by a strong equity base. The debt-to-equity ratio has improved significantly to 0.16 in 2025 from 0.26 in 2022, indicating reduced leverage. The equity ratio is robust at 65.6% in 2025, reflecting financial stability. Return on equity improved to 9.9% in 2025, showcasing enhanced shareholder returns.

Cash Flow

Cash flow from operations remains strong, although there was a decline from previous years. The operating cash flow to net income ratio is 1.7 in 2025, indicating efficient cash generation. Free cash flow has been positive, with a growth rate of -36.6% from 2024 to 2025. The free cash flow to net income ratio is 0.95 in 2025, suggesting a healthy cash position relative to profits.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	2.72B	3.65B	3.81B	3.65B	3.45B	3.16B
Gross Profit	624.31M	843.34M	850.72M	715.91M	701.91M	723.29M
EBITDA	437.76M	575.76M	577.59M	476.87M	473.46M	512.93M
Net Income	198.00M	262.80M	229.23M	157.81M	146.35M	212.03M
Balance Sheet
Total Assets	4.06B	4.06B	4.22B	4.10B	4.34B	4.02B
Cash, Cash Equivalents and Short-Term Investments	817.98M	817.98M	822.93M	428.07M	359.51M	544.25M
Total Debt	423.54M	423.54M	634.64M	567.42M	618.33M	474.73M
Total Liabilities	1.36B	1.36B	1.62B	1.61B	1.84B	1.71B
Stockholders Equity	2.67B	2.67B	2.55B	2.45B	2.42B	2.22B
Cash Flow
Free Cash Flow	190.00M	252.58M	395.73M	205.93M	-132.85M	170.81M
Operating Cash Flow	336.70M	448.09M	581.88M	432.49M	183.59M	434.38M
Investing Cash Flow	-167.29M	-94.26M	-225.41M	-240.80M	-351.20M	-264.63M
Financing Cash Flow	-317.20M	-305.02M	-5.87M	-110.37M	-23.95M	-37.15M

Johnson Electric Holdings Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 44.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Negative
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:0179, the sentiment is Positive. The current price of 44 is above the 20-day moving average (MA) of 34.00, above the 50-day MA of 28.94, and above the 200-day MA of 18.43, indicating a bullish trend. The MACD of 4.39 indicates Negative momentum. The RSI at 73.70 is Negative, neither overbought nor oversold. The STOCH value of 88.27 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HK:0179.

Johnson Electric Holdings Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
0564	83 Outperform	46.21B	9.30	17.92%	5.25%	2.23%	13.60%
1571	82 Outperform	3.99B	7.58	16.15%	12.56%	-3.80%	-27.62%
1316	79 Outperform	20.08B	23.54	3.12%	0.85%	4.73%	492.16%
0179	78 Outperform	HK$40.63B	19.80	10.07%	1.44%	-4.75%	14.34%
0425	76 Outperform	38.07B	14.25	11.34%	1.33%	11.06%	22.10%
1057	65 Neutral	10.72B	22.18	―	1.25%	39.03%	38.08%
Sector *	61 Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%

Johnson Electric Holdings Corporate Events

Johnson Electric Announces Board Composition and Governance Structure

Johnson Electric Holdings Limited has announced the composition of its board of directors, which includes a mix of executive, non-executive, and independent non-executive directors. The board has established four committees, each with specific roles and functions, to enhance corporate governance and ensure effective oversight. This announcement reflects the company’s commitment to maintaining a robust governance structure, which is crucial for its strategic direction and stakeholder confidence.

The most recent analyst rating on (HK:0179) stock is a Buy with a HK$22.00 price target. To see the full list of analyst forecasts on Johnson Electric Holdings stock, see the HK:0179 Stock Forecast page.

Johnson Electric Approves AGM Resolutions and Bids Farewell to Director

Johnson Electric Holdings Limited held its Annual General Meeting on July 17, 2025, where all proposed resolutions were approved by shareholders. These included the adoption of financial statements, declaration of a final dividend, re-election of directors, and authorization of directors’ remuneration. Additionally, a general mandate was given to directors to buy back and issue shares. The meeting also marked the retirement of Non-Executive Director Madam Yik-Chun Wang Koo, who left the board without any disagreements, and the company expressed gratitude for her contributions.

The most recent analyst rating on (HK:0179) stock is a Buy with a HK$22.00 price target. To see the full list of analyst forecasts on Johnson Electric Holdings stock, see the HK:0179 Stock Forecast page.

Johnson Electric Reports 2% Sales Decline in Q1 FY25/26 Amidst Challenging Market Conditions

Johnson Electric Holdings reported a 2% decrease in sales for the first quarter of the financial year 25/26, with total sales amounting to US$915 million. The Automotive Products Group experienced a 3% decline in sales, largely due to reduced demand for non-domestic car brands in China and competitive market conditions. However, there was growth in sales to domestic car brands in China and a 2% increase in sales in the EMEA region. The Industry Products Group saw a 2% increase in sales, driven by strong performance in EMEA due to new product launches and replenishment orders. Despite the challenging macroeconomic environment, the company remains optimistic about growth in the second half of the financial year, supported by a pipeline of new product launches and business developments.

The most recent analyst rating on (HK:0179) stock is a Buy with a HK$22.00 price target. To see the full list of analyst forecasts on Johnson Electric Holdings stock, see the HK:0179 Stock Forecast page.

Johnson Electric Expands into Humanoid Robotics with New Joint Ventures

Johnson Electric Holdings Limited has announced the formation of two joint ventures in China with Shanghai Mechanical & Electrical Industry Co., Ltd. to expand into the humanoid robotics sector. The joint ventures, based in Shanghai and Shenzhen, will focus on sales, research and development, and manufacturing of humanoid robotic solutions, marking a significant step in the company’s strategy to enhance its presence in the fast-growing robotics market.

The most recent analyst rating on (HK:0179) stock is a Buy with a HK$22.00 price target. To see the full list of analyst forecasts on Johnson Electric Holdings stock, see the HK:0179 Stock Forecast page.

Johnson Electric Plans Joint Ventures in China for Robotics Expansion

Johnson Electric Holdings Limited announced its intention to form two joint ventures in China with a local industrial partner. These ventures aim to enhance sales, business development, and engineering capabilities, particularly in the humanoid robot hardware and system integration sectors. Both parties plan to invest approximately RMB 75 million each, although no binding agreements have been signed yet. The formation of these joint ventures could potentially strengthen Johnson Electric’s market presence in China and expand its technological capabilities.

The most recent analyst rating on (HK:0179) stock is a Buy with a HK$22.00 price target. To see the full list of analyst forecasts on Johnson Electric Holdings stock, see the HK:0179 Stock Forecast page.

Johnson Electric Holdings Announces AGM and Key Resolutions

Johnson Electric Holdings Limited has announced its Annual General Meeting (AGM) scheduled for July 17, 2025, in Hong Kong. The meeting will address several key issues, including the adoption of financial statements, declaration of a final dividend, re-election of directors, and re-appointment of auditors. Additionally, the company seeks approval for share buy-back and issuance of additional shares, which could impact its market operations and shareholder value.

The most recent analyst rating on (HK:0179) stock is a Buy with a HK$22.00 price target. To see the full list of analyst forecasts on Johnson Electric Holdings stock, see the HK:0179 Stock Forecast page.