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Tsubaki Nakashima Co., Ltd
(6464)
Tsubaki Nakashima Co., Ltd (6464) vs. iShares MSCI Japan ETF (EWJ)
Tsubaki Nakashima Co., Ltd Business Overview & Revenue Model
Tsubaki Nakashima Co., Ltd Financial Statement Overview
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 69.84B | 75.92B | 80.34B | 79.04B | 67.93B |
| Gross Profit | 3.25B | 10.52B | 13.16B | 7.76B | 13.61B |
| EBITDA | -3.97B | 6.56B | 4.58B | -4.81B | 9.38B |
| Net Income | -26.99B | 912.00M | -1.29B | -9.09B | 3.55B |
Balance Sheet | |||||
| Total Assets | 151.70B | 174.72B | 166.08B | 159.89B | 157.17B |
| Cash, Cash Equivalents and Short-Term Investments | 34.63B | 23.06B | 23.00B | 24.12B | 32.52B |
| Total Debt | 92.84B | 92.65B | 91.32B | 89.14B | 84.99B |
| Total Liabilities | 114.42B | 113.21B | 111.94B | 109.76B | 103.81B |
| Stockholders Equity | 37.27B | 61.47B | 54.11B | 50.10B | 53.34B |
Cash Flow | |||||
| Free Cash Flow | 8.65B | 1.17B | -3.37B | -9.79B | 3.87B |
| Operating Cash Flow | 10.52B | 4.87B | 1.41B | -4.14B | 6.26B |
| Investing Cash Flow | 1.12B | -3.80B | -4.89B | -3.50B | -2.28B |
| Financing Cash Flow | -1.30B | -1.91B | 1.39B | -1.76B | 12.95B |
Tsubaki Nakashima Co., Ltd Technical Analysis
Tsubaki Nakashima Co., Ltd Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
77 Outperform | ¥29.95B | 13.67 | ― | 2.76% | 7.69% | -0.40% | |
77 Outperform | ¥23.46B | 18.41 | ― | 3.31% | 0.97% | -10.47% | |
75 Outperform | ¥42.34B | 18.00 | ― | 3.70% | -1.05% | -14.70% | |
73 Outperform | ¥15.12B | 17.31 | ― | 3.84% | 5.57% | 89.21% | |
67 Neutral | ¥76.21B | 18.92 | ― | 2.82% | 8.75% | 177.16% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
50 Neutral | ¥14.53B | -0.51 | ― | 6.98% | -11.46% | 43.93% |
Tsubaki Nakashima Co., Ltd Corporate Events
Tsubaki Nakashima has decided to sell a portion of the non-current assets held by its U.S. subsidiary TN Georgia, Inc., specifically 19 acres of idle land in Cumming, Georgia, to real estate developer Euphoric Development LLC. The move is part of an ongoing review of assets under its mid-term business plan, aimed at better utilizing management resources and enhancing asset efficiency.
The land transfer, valued at about US$7 million, is expected to generate an estimated gain of roughly 900 million yen, which will be recorded as other income in the fiscal year ending December 31, 2026. This gain has already been reflected in the company’s consolidated earnings forecast, underscoring a disciplined approach to balance sheet management without altering previously announced performance guidance.
The most recent analyst rating on (JP:6464) stock is a Hold with a Yen315.00 price target. To see the full list of analyst forecasts on Tsubaki Nakashima Co., Ltd stock, see the JP:6464 Stock Forecast page.
Tsubaki Nakashima has released a FY2025 results presentation that also outlines progress on its Mid-Term Business Plan for 2025–2029. The materials emphasize that the information reflects conditions as of February 13, 2026, may change without notice, and is provided without guarantees of completeness or accuracy.
The company stresses extensive disclaimers around forward-looking statements, noting that projections, plans and targets are based on current assumptions and are subject to significant risks and uncertainties. It also clarifies that third-party data cited in the presentation has not been independently verified and that the original Japanese version of the materials takes precedence over the English translation.
The most recent analyst rating on (JP:6464) stock is a Hold with a Yen315.00 price target. To see the full list of analyst forecasts on Tsubaki Nakashima Co., Ltd stock, see the JP:6464 Stock Forecast page.
Tsubaki Nakashima has revised the previously estimated reversal of deferred tax assets at its U.S. subsidiary, following a reexamination of the unit’s business plan prompted by changes in the business environment. After discussions with its auditing firm during the FY2025 financial closing process, the reversal amount was finalized at ¥1.6 billion, down from the initially projected ¥2.9 billion.
The ¥1.3 billion reduction in the expected tax asset reversal eases part of the anticipated negative impact on the group’s earnings and balance sheet versus what had been signaled in January. The finalized figures have been reflected in the company’s FY2025 financial statements disclosed on the same day, providing greater clarity for investors and other stakeholders on the tax-related adjustments and the company’s current financial position.
The most recent analyst rating on (JP:6464) stock is a Hold with a Yen315.00 price target. To see the full list of analyst forecasts on Tsubaki Nakashima Co., Ltd stock, see the JP:6464 Stock Forecast page.
Tsubaki Nakashima reported a sharp downturn for the fiscal year ended December 31, 2025, with sales falling 8% to ¥69.8 billion and a swing to a hefty net loss of ¥27.0 billion, driven by a ¥22.3 billion operating loss and negative EBITDA, while equity and return on equity deteriorated significantly. The company suspended dividends for 2025 and forecasts no payouts for 2026, yet projects a modest recovery in the next fiscal year with flat sales of about ¥70.0 billion and a return to operating profit of ¥2.5 billion and net profit of ¥0.5 billion, signaling an attempt to stabilize performance after portfolio changes and weaker demand in its key end markets.
Cash flow from operating activities improved to ¥10.5 billion and year-end cash and equivalents rose to ¥34.6 billion, suggesting some financial flexibility despite the sharp earnings setback and reduced equity ratio. The removal of two subsidiaries from the consolidation scope, alongside discontinued operations in linear motion products, underlines an ongoing streamlining of the business as management seeks to restore profitability in cyclical automotive and machine tool–related markets.
The most recent analyst rating on (JP:6464) stock is a Hold with a Yen315.00 price target. To see the full list of analyst forecasts on Tsubaki Nakashima Co., Ltd stock, see the JP:6464 Stock Forecast page.
Tsubaki Nakashima Co., Ltd. has announced substantial impairment losses, inventory valuation losses, and tax-related charges for the fiscal year ended December 31, 2025, prompting a sharp downward revision to its full-year earnings forecast. The company expects to book around ¥16.7 billion in impairment losses on goodwill and fixed assets in its European and ceramics businesses amid a tougher competitive landscape and slower-than-expected growth in the EV-related ceramics market, though it continues to treat ceramics as a growth field and plans structural reforms and new product launches. In addition, it will record about ¥6.4 billion in inventory valuation losses, mainly tied to obsolete stock at two U.S. plants and in the ceramics unit, and will recognize approximately ¥2.9 billion in income tax expense from the reversal of deferred tax assets and ¥1.5 billion in deferred tax liabilities after revising its group business and dividend policies. As a result, the FY2025 forecast has been cut from a modest loss to a deep net loss of ¥28.4 billion, with basic earnings per share falling to a projected ¥-733.43, underscoring the financial hit from restructuring and market headwinds even as the company signals a strategic reset in its key regions and product lines.
The most recent analyst rating on (JP:6464) stock is a Hold with a Yen358.00 price target. To see the full list of analyst forecasts on Tsubaki Nakashima Co., Ltd stock, see the JP:6464 Stock Forecast page.