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MinebeaMitsumi Inc. (JP:6479)
:6479

MinebeaMitsumi (6479) AI Stock Analysis

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MinebeaMitsumi

(OTC:6479)

Rating:74Outperform
Price Target:
¥2,289.00
▲(5.48%Upside)
MinebeaMitsumi's strong financial performance with robust revenue growth and efficient operations is the most significant factor driving the overall score. The company's reasonable valuation further supports its attractiveness, while technical indicators present a mixed market momentum.

MinebeaMitsumi (6479) vs. iShares MSCI Japan ETF (EWJ)

MinebeaMitsumi Business Overview & Revenue Model

Company DescriptionMinebeaMitsumi Inc. manufactures and supplies machined components, and electronic devices and components in Japan, Europe, the United States, Asia, and internationally. It operates through four segments: Machined Components, Electronic Devices and Components, MITSUMI Business, and U-Shin business segment. The company offers bearing products, including miniature and small-sized ball bearings, rod end and spherical bearings, roller bearings, bushings, precision machined parts for aircraft, and medium- and large-sized ball bearings for aerospace use. It also provides bearing-related products, such as pivot assemblies and precision mechanical assemblies; and fasteners, defense related special components, and electromagnetic clutches and brakes. In addition, the company offers rotary components comprising fan motors, blowers, hybrid type stepping motors, PM stepping motors, small diameter/high speed PM stepping motors, brush DC motors, small brushless motors, power brushless motors, polygon mirror scanner motors, HDD spindle motors, high-pressure blowers, rotation angle sensors, fan units, and FDB motors. Further, it provides lighting devices for LCDs; resonant devices; and measuring components comprising strain gauges, force sensors, load cells, pressure gauges, torque transducers, vector sensors, digital indicators, and tensile and compression testing machines; sensors and sensor related products; coils, switches, and connectors; frequency and optical devices, power supply components, industrial machinery components, home security products, automotive components, and semiconductors. It offers its products for use in PCs and peripheral equipment, information and telecommunications equipment, household electrical appliances, automobiles, and aircraft parts. The company was formerly known as Minebea Co., Ltd. and changed its name to MinebeaMitsumi Inc. in January 2017. MinebeaMitsumi Inc. was incorporated in 1951 and is headquartered in Tokyo, Japan.
How the Company Makes MoneyMinebeaMitsumi generates revenue through the design, manufacturing, and sale of precision components and electronic devices. The company's key revenue streams include the sales of ball bearings, which are essential for reducing friction in machinery; small motors, which are used in a variety of applications including office automation equipment and home appliances; and electronic devices and components, which serve industries such as automotive and aerospace. Additionally, MinebeaMitsumi benefits from strategic partnerships and collaborations that enhance its product offerings and market reach. The company’s global manufacturing network also allows it to efficiently meet the demands of international markets, contributing to its overall earnings.

MinebeaMitsumi Earnings Call Summary

Earnings Call Date:May 09, 2025
(Q2-2025)
|
% Change Since: 1.64%|
Next Earnings Date:Aug 05, 2025
Earnings Call Sentiment Neutral
The earnings call highlighted strong growth in net sales and operating income, driven by the Precision Technologies and Semiconductors and Electronics segments. However, challenges such as a decrease in profit attributable to owners, a weak semiconductor market, and underperformance in certain product lines were noted.
Q2-2025 Updates
Positive Updates
Record-Breaking Net Sales and Operating Income
Consolidated net sales for Q2 2025 reached a record high of JPY 422.73 billion, up 11.3% year-on-year and 18.9% quarter-on-quarter. Operating income also hit a record high for the second quarter at JPY 28.146 billion, up 29.4% year-on-year and 40.6% quarter-on-quarter.
Precision Technologies Segment Growth
Sales of ball bearings increased 3.7% quarter-on-quarter to JPY 44 billion, with a monthly external shipment volume up 8.8% quarter-on-quarter. Operating income for the segment rose 12.8% quarter-on-quarter, with a margin increase of 1.8 percentage points.
Semiconductors and Electronics Segment Surge
Net sales increased 51.7% quarter-on-quarter to JPY 168.7 billion, with operating income rising 96.7% quarter-on-quarter. This was due to increased sales of optical devices and semiconductors.
Negative Updates
Decline in Profit Attributable to Owners
Profit attributable to owners of the parent decreased by 26.1% year-on-year and 13.1% quarter-on-quarter to JPY 12.112 billion.
Challenges in Semiconductor Market
The semiconductor market is currently weak, with specific challenges such as the cancellation of e-axle orders affecting the company's performance.
Underperformance in Gaming and Backlight Products
Sales of game-related products and backlight products for tablets were lower than expectations and are not anticipated to be strong in the second half.
Company Guidance
During MinebeaMitsumi's earnings call for Q2 2025, the company reported a 11.3% year-on-year and 18.9% quarter-on-quarter increase in consolidated net sales, reaching JPY 422.73 billion. Operating income saw a significant rise of 29.4% year-on-year and 40.6% quarter-on-quarter, totaling JPY 28.146 billion. Despite these gains, profit attributable to owners was down 26.1% year-on-year, coming in at JPY 12.112 billion. The operating margin for the quarter improved to 6.7%, up 1.0 percentage point from the previous year. Although foreign exchange rates favorably impacted net sales and operating income by JPY 2.3 billion and JPY 0.2 billion quarter-on-quarter, respectively, the company maintained its sales and operating income forecasts for the fiscal year ending March 2025. The Precision Technologies segment saw a 3.6% quarter-on-quarter increase in net sales, while the Motors segment reported a 7.3% rise. In contrast, the Semiconductors and Electronics segment experienced a substantial 51.7% quarter-on-quarter increase, mainly due to gains in optical devices and semiconductors. Inventory at the end of Q2 decreased by JPY 23.8 billion from the previous quarter, totaling JPY 335.8 billion. The company also highlighted its strategic focus on expanding its integrated product offerings and enhancing its competitiveness in the semiconductor market amidst challenges from Chinese competitors.

MinebeaMitsumi Financial Statement Overview

Summary
MinebeaMitsumi demonstrates robust financial health with strong revenue growth, efficient margin management, a well-leveraged balance sheet, and strong cash flows, reflecting effective cash management and operational efficiency.
Income Statement
85
Very Positive
MinebeaMitsumi demonstrated strong revenue growth with a consistent increase in total revenue over the years, showing a 8.6% growth from 2024 to 2025. The company maintained healthy profit margins with a gross profit margin of 17.8% and a net profit margin of 3.9% in 2025. The EBIT and EBITDA margins were robust at 6.0% and 11.0% respectively, indicating efficient operations.
Balance Sheet
78
Positive
The company has a moderate debt-to-equity ratio of 0.62, reflecting balanced leverage. Return on equity stands at 8.0%, showcasing decent profitability from the shareholders' perspective. The equity ratio is 46.9%, indicating a stable capital structure with a solid equity base.
Cash Flow
82
Very Positive
MinebeaMitsumi's cash flow management is commendable with a significant increase in free cash flow by 131.3% from 2024 to 2025. The operating cash flow to net income ratio of 2.25 highlights strong cash generation capabilities. The free cash flow to net income ratio of 0.86 further supports the company's ability to generate cash relative to its net income.
BreakdownMar 2025Mar 2024Mar 2023Mar 2022Mar 2021
Income Statement
Total Revenue1.52T1.40T1.29T1.12T988.42B
Gross Profit270.40B231.35B220.84B215.58B167.59B
EBITDA167.62B138.75B148.74B137.64B100.01B
Net Income59.46B54.03B73.15B68.94B38.76B
Balance Sheet
Total Assets1.58T1.42T1.30T1.10T976.77B
Cash, Cash Equivalents and Short-Term Investments214.26B146.66B155.62B186.91B185.45B
Total Debt463.60B362.38B354.33B270.71B268.62B
Total Liabilities830.19B700.40B660.66B562.76B522.77B
Stockholders Equity743.45B704.14B632.86B538.61B451.14B
Cash Flow
Free Cash Flow51.19B22.12B-92.62B8.31B48.26B
Operating Cash Flow133.67B101.76B44.09B78.42B93.76B
Investing Cash Flow-125.77B-76.30B-106.28B-63.60B-70.58B
Financing Cash Flow64.00B-30.21B37.88B-25.55B9.26B

MinebeaMitsumi Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price2170.00
Price Trends
50DMA
2055.91
Positive
100DMA
2125.04
Positive
200DMA
2354.90
Negative
Market Momentum
MACD
29.09
Negative
RSI
57.39
Neutral
STOCH
83.65
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:6479, the sentiment is Neutral. The current price of 2170 is above the 20-day moving average (MA) of 2051.77, above the 50-day MA of 2055.91, and below the 200-day MA of 2354.90, indicating a neutral trend. The MACD of 29.09 indicates Negative momentum. The RSI at 57.39 is Neutral, neither overbought nor oversold. The STOCH value of 83.65 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:6479.

MinebeaMitsumi Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
74
Outperform
$878.70B14.708.10%2.30%8.60%10.83%
63
Neutral
$34.07B6.13-11.73%1.80%5.33%-18.31%
$3.86B18.488.88%0.02%
$6.14B28.436.76%0.59%
$4.96B45.482.10%0.02%
$7.02B20.2510.72%0.01%
58
Neutral
¥323.14B137.82
3.50%5.82%-71.97%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:6479
MinebeaMitsumi
2,127.00
-1,326.04
-38.40%
HRSEF
HIROSE ELECTRIC CO
114.72
4.59
4.17%
IBIDF
IBIDEN CO
43.53
2.61
6.38%
OMRNF
OMRON
25.06
-9.77
-28.05%
SHMZF
Shimadzu
23.26
-2.57
-9.95%
JP:6976
Taiyo Yuden Co., Ltd.
2,488.00
-2,020.07
-44.81%

MinebeaMitsumi Corporate Events

MinebeaMitsumi Extends Tender Offer for SHIBAURA ELECTRONICS
Jun 27, 2025

MinebeaMitsumi Inc. has announced an extension of its tender offer period for the acquisition of SHIBAURA ELECTRONICS CO., LTD. shares, now set to conclude on July 11, 2025. This decision follows the submission of their 79th Annual Securities Report and reflects the company’s strategic move to strengthen its market position by acquiring a stake in SHIBAURA ELECTRONICS, potentially impacting stakeholders by enhancing operational synergies and market reach.

The most recent analyst rating on (JP:6479) stock is a Buy with a Yen3000.00 price target. To see the full list of analyst forecasts on MinebeaMitsumi stock, see the JP:6479 Stock Forecast page.

MinebeaMitsumi Extends Tender Offer for Shibaura Electronics
Jun 17, 2025

MinebeaMitsumi Inc. has announced an extension of its tender offer period for the acquisition of shares in Shibaura Electronics Co., Ltd. This decision, prompted by the submission of Shibaura’s annual securities report, extends the offer period to July 1, 2025, allowing shareholders additional time to consider their participation. The move reflects MinebeaMitsumi’s strategic efforts to solidify its position in the electronics sector and could have significant implications for its market presence and stakeholder interests.

The most recent analyst rating on (JP:6479) stock is a Buy with a Yen3000.00 price target. To see the full list of analyst forecasts on MinebeaMitsumi stock, see the JP:6479 Stock Forecast page.

MinebeaMitsumi Extends Tender Offer for Shibaura Electronics
Jun 4, 2025

MinebeaMitsumi Inc. announced an extension of its tender offer period for the acquisition of all common shares of Shibaura Electronics Co., Ltd. The decision to extend the offer period until June 19, 2025, was made to provide shareholders with additional time to consider their options, reflecting the company’s strategic approach to secure a favorable outcome in the acquisition process.

The most recent analyst rating on (JP:6479) stock is a Buy with a Yen3000.00 price target. To see the full list of analyst forecasts on MinebeaMitsumi stock, see the JP:6479 Stock Forecast page.

MinebeaMitsumi Adjusts Tender Offer for Shibaura Electronics
May 22, 2025

MinebeaMitsumi Inc. announced changes to its tender offer for the shares of Shibaura Electronics Co., Ltd., extending the offer period and adjusting the purchase price per share. This move indicates strategic adjustments to ensure the acquisition aligns with both companies’ interests, potentially impacting stakeholders by enhancing MinebeaMitsumi’s market position and operational capabilities.

The most recent analyst rating on (JP:6479) stock is a Buy with a Yen3000.00 price target. To see the full list of analyst forecasts on MinebeaMitsumi stock, see the JP:6479 Stock Forecast page.

MinebeaMitsumi Announces Corrections to SHIBAURA Tender Offer
May 14, 2025

MinebeaMitsumi Inc. announced corrections to its tender offer for SHIBAURA ELECTRONICS CO., LTD., following regulatory approvals and agreements with key shareholders. This move is part of MinebeaMitsumi’s strategic acquisition plan, potentially enhancing its market position and influence in the electronics sector.

The most recent analyst rating on (JP:6479) stock is a Buy with a Yen3000.00 price target. To see the full list of analyst forecasts on MinebeaMitsumi stock, see the JP:6479 Stock Forecast page.

MinebeaMitsumi Announces Executive Personnel Changes
May 9, 2025

MinebeaMitsumi Inc. has announced a series of executive personnel changes following a Board of Directors meeting. These changes, which will be finalized at the upcoming Ordinary General Meeting of Shareholders, include promotions and retirements among key positions, reflecting the company’s ongoing efforts to strengthen its leadership team and maintain its competitive edge in the industry.

MinebeaMitsumi Reports Significant Earnings Growth for Fiscal Year 2025
May 9, 2025

MinebeaMitsumi Inc. has reported a significant increase in its non-consolidated earnings for the fiscal year ending March 31, 2025, compared to the previous year. The company attributes this growth to substantial increases in dividends from subsidiaries, which have improved its financial liquidity, resulting in a notable rise in ordinary and net income.

MinebeaMitsumi Reports Strong Financial Growth and Strategic Expansion
May 9, 2025

MinebeaMitsumi Inc. reported its financial results for the year ending March 31, 2025, showing an 8.6% increase in net sales and a 28.5% rise in operating income compared to the previous year. The company also announced changes in its consolidation scope, including the addition of Minebea Power Semiconductor Device Inc., and plans to maintain a dividend payout ratio of around 30% for the upcoming fiscal year, which could impact shareholder returns and market positioning.

MinebeaMitsumi Initiates Tender Offer for Shibaura Electronics
May 1, 2025

MinebeaMitsumi Inc. has announced the commencement of a tender offer to acquire all shares of Shibaura Electronics Co., Ltd., marking a strategic move to consolidate its position in the electronics sector. This acquisition, supported by Advantage Partners, aims to streamline operations and enhance shareholder value, potentially impacting the company’s market dynamics and stakeholder interests.

MinebeaMitsumi Advances with Tender Offer for Shibaura Electronics
Apr 22, 2025

MinebeaMitsumi Inc. announced its intention to proceed with a tender offer to acquire all shares of Shibaura Electronics Co., Ltd., excluding treasury shares, as part of its strategic expansion. The company has secured agreements with significant shareholders, including part of the founder’s family and MUFG Bank, to tender their shares, indicating a strong likelihood of successful acquisition. This move is expected to enhance MinebeaMitsumi’s market position and operational capabilities in the electronics sector.

MinebeaMitsumi Revises Tender Offer Details for Shibaura Electronics
Apr 14, 2025

MinebeaMitsumi Inc. announced corrections to its previously published notice regarding the tender offer for shares of Shibaura Electronics Co., Ltd. The corrections involve adjustments to the minimum number of shares to be purchased and the valuation details of the tender offer price. Despite a slight reduction in the tender offer price, the company maintains that the offer remains fair and within the analyzed range, considering the potential macroeconomic impacts of recent U.S. tariff measures.

MinebeaMitsumi Announces Tender Offer for Shibaura Electronics
Apr 10, 2025

MinebeaMitsumi Inc. has announced its intention to acquire shares of Shibaura Electronics Co., Ltd. through a tender offer, aiming to become the sole shareholder alongside Advantage Partners Pte. Ltd. This strategic move is expected to enhance MinebeaMitsumi’s market position and expand its operational capabilities, potentially impacting stakeholders by consolidating its influence in the electronics market.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jun 27, 2025