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Fuji Electric Co Ltd (JP:6504)
:6504
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Fuji Electric Co (6504) AI Stock Analysis

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JP:6504

Fuji Electric Co

(6504)

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Outperform 76 (OpenAI - 4o)
Rating:76Outperform
Price Target:
¥12,170.00
▲(15.96% Upside)
Fuji Electric Co's strong financial performance and positive technical indicators are the primary drivers of its stock score. The valuation is reasonable, supporting a solid investment case. The absence of earnings call data and corporate events does not detract from the overall positive outlook.

Fuji Electric Co (6504) vs. iShares MSCI Japan ETF (EWJ)

Fuji Electric Co Business Overview & Revenue Model

Company DescriptionFuji Electric Co., Ltd. (6504) is a Japanese multinational corporation that specializes in electrical and electronic equipment. Established in 1923, the company operates in various sectors, including power electronics, energy solutions, and industrial automation. Its core products and services encompass semiconductor devices, power systems, industrial equipment, and social infrastructure systems, targeting a diverse range of industries such as energy, transportation, and manufacturing.
How the Company Makes MoneyFuji Electric generates revenue through multiple key streams. Primarily, it earns income from the sale of power semiconductor devices and systems, which are essential for efficient energy management and conversion in various applications. The company also provides industrial automation solutions, including control systems and sensors, which contribute significantly to its overall revenue. Additionally, Fuji Electric offers energy solutions, including renewable energy systems and energy management services, capitalizing on the global shift towards sustainable energy practices. Strategic partnerships with other technology firms and collaborations with industrial clients further enhance its market reach and revenue potential. Furthermore, the company benefits from government contracts and initiatives aimed at improving energy efficiency and infrastructure development, which bolster its earnings.

Fuji Electric Co Earnings Call Summary

Earnings Call Date:Oct 30, 2025
(Q3-2024)
|
% Change Since: |
Next Earnings Date:Jan 29, 2026
Earnings Call Sentiment Positive
The earnings call highlights significant positive achievements, including record high financial metrics, strong growth in the semiconductor and automotive sectors, and a successful revision of the full year forecast. However, there are notable challenges such as declines in the ED&C components sector, energy segment operating profit, and sales in the China market.
Q3-2024 Updates
Positive Updates
Record High Financial Metrics
Achieved record high consolidated net sales, operating profit, ordinary profit, and net profit for the third quarter. Net sales increased by JPY 68.9 billion to JPY 759.7 billion. Operating profit increased by JPY 15.2 billion to JPY 57.7 billion, and net profit increased by JPY 8.3 billion to JPY 37.3 billion.
Significant Growth in Semiconductor and Automotive Sectors
Semiconductor segment net sales increased by JPY 19.6 billion, with operating profit up by JPY 4 billion. Automotive business saw both sales and profit increase significantly, with a 36% increase in semiconductor automotive sales.
Energy Management and Power Supply Growth
Energy Management showed increases in sales and profit driven by large orders for substation and power supply equipment. Power Supply and Facility Systems saw significant increases in sales and profit due to projects from data centers and semiconductor manufacturers.
Food and Beverage Distribution Success
Net sales in the Food and Beverage Distribution increased by JPY 11.1 billion, with operating profit up by JPY 4 billion. Notable growth in vending machines and store distribution projects.
Upward Revision of Full Year Forecast
Full year forecast was revised upward with net sales increased by JPY 10 billion to JPY 1,070 billion, and operating profit increased by JPY 4 billion to JPY 100 billion.
Negative Updates
Decline in ED&C Components
ED&C components experienced a decline in both sales and profit due to decreased demand from machinery manufacturers and semiconductor production equipment.
Decrease in Energy Segment Operating Profit
Despite an increase in net sales, the Energy segment saw a slight decrease in operating profit due to the absence of large-scale renewable energy projects recorded in the previous period.
Decline in Orders for Major Components
Overall orders received decreased by JPY 9.2 billion, with major components seeing a decrease of JPY 25 billion. Orders for factory automation and ED&C components declined due to market conditions and previous advance orders.
Decline in China Market Sales
Actual sales in China went down due to market conditions, impacting the overall performance despite an increase in overseas sales.
Company Guidance
During the earnings call for the third quarter of fiscal year 2023, Junichi Arai provided a detailed analysis of the company's financial performance, highlighting record high metrics across various financial indicators. Consolidated net sales reached JPY 759.7 billion, marking an increase of JPY 68.9 billion from the previous year, with JPY 57 billion attributed to actual demand excluding exchange rate effects. Operating profit rose by JPY 15.2 billion to JPY 57.7 billion, with an operating profit ratio increase of 1.4% to 7.6%. Ordinary profit was also up by JPY 15.4 billion to JPY 56.6 billion, although extraordinary profit saw a decline of JPY 2.3 billion, settling at a positive JPY 6 billion. Net profit increased by JPY 8.3 billion to JPY 37.3 billion. Segment-wise, the Energy segment showed a mixed performance with a sales increase of JPY 3.6 billion but a decline in operating profit by JPY 0.8 billion. Meanwhile, the Industry, Semiconductor, and Food and Beverage Distribution segments posted strong sales and profit growth. The call also revealed a positive outlook with an upward revision of the full-year forecast, projecting net sales of JPY 1,070 billion and operating profit of JPY 100 billion, aiming for a 9.3% operating profit ratio, setting the stage for future growth and a double-digit operating profit ratio in the medium-term plan.

Fuji Electric Co Financial Statement Overview

Summary
Fuji Electric Co exhibits strong financial health with consistent revenue growth, improved profit margins, a balanced capital structure, and robust cash flow generation. These factors indicate stability and growth potential.
Income Statement
85
Very Positive
Fuji Electric Co has demonstrated strong growth in revenue with a consistent upward trend from 2020 to 2025. The gross profit margin and net profit margin have been improving steadily, indicating enhanced operational efficiency and profitability. The EBIT and EBITDA margins also show positive trends, reflecting effective cost management and stable earnings before interest, taxes, depreciation, and amortization.
Balance Sheet
78
Positive
The company's debt-to-equity ratio has decreased over the years, suggesting a more balanced capital structure and reduced financial leverage. Return on equity has been increasing, showcasing better utilization of shareholder funds. The equity ratio is stable, indicating a healthy proportion of equity financing relative to total assets, which enhances financial stability.
Cash Flow
80
Positive
Fuji Electric Co's cash flow from operations has grown significantly, supporting strong free cash flow growth. The operating cash flow to net income ratio indicates robust cash conversion from earnings. The free cash flow to net income ratio shows improvement, reflecting effective capital expenditure management and strong cash generation capabilities.
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue1.13T1.12T1.10T1.01T910.23B875.93B
Gross Profit319.94B317.90B307.82B276.92B252.44B221.27B
EBITDA191.15B174.89B168.01B144.52B131.03B101.78B
Net Income91.69B92.24B75.35B61.35B58.66B41.93B
Balance Sheet
Total Assets1.27T1.31T1.27T1.18T1.12T1.05T
Cash, Cash Equivalents and Short-Term Investments59.75B63.54B66.19B84.70B92.97B76.55B
Total Debt69.79B101.29B160.35B180.63B206.82B215.03B
Total Liabilities539.51B581.51B609.70B609.49B593.38B590.70B
Stockholders Equity694.80B691.77B602.52B517.09B472.90B417.00B
Cash Flow
Free Cash Flow22.16B68.17B17.90B55.08B43.76B6.35B
Operating Cash Flow89.82B144.92B84.86B116.16B76.81B26.93B
Investing Cash Flow-58.05B-63.38B-62.42B-49.50B-22.35B23.48B
Financing Cash Flow-34.83B-86.25B-45.87B-77.19B-42.89B-39.52B

Fuji Electric Co Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price10495.00
Price Trends
50DMA
10098.47
Positive
100DMA
8797.60
Positive
200DMA
7662.76
Positive
Market Momentum
MACD
198.69
Positive
RSI
49.74
Neutral
STOCH
25.37
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:6504, the sentiment is Neutral. The current price of 10495 is below the 20-day moving average (MA) of 10709.75, above the 50-day MA of 10098.47, and above the 200-day MA of 7662.76, indicating a neutral trend. The MACD of 198.69 indicates Positive momentum. The RSI at 49.74 is Neutral, neither overbought nor oversold. The STOCH value of 25.37 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:6504.

Fuji Electric Co Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
79
Outperform
$432.61B13.458.89%1.86%3.05%-16.11%
76
Outperform
$1.55T18.8912.05%1.68%5.44%-5.19%
72
Outperform
€9.10T22.7110.23%1.27%4.62%40.65%
72
Outperform
$774.93B22.9210.54%1.17%12.76%162.49%
71
Outperform
$1.14T19.8213.26%1.67%-2.18%30.16%
67
Neutral
€5.71T55.3032.32%0.69%27.53%137.34%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:6504
Fuji Electric Co
10,495.00
1,904.88
22.18%
JP:6503
Mitsubishi Electric
4,297.00
1,620.95
60.57%
JP:5801
Furukawa Electric Co
10,300.00
4,990.25
93.98%
JP:6674
GS Yuasa
3,768.00
1,135.13
43.11%
JP:6506
Yaskawa Electric
4,061.00
-222.39
-5.19%
JP:5803
Fujikura Ltd
20,415.00
14,605.45
251.40%

Fuji Electric Co Corporate Events

Fuji Electric Reports Q2 2025 Financial Results with Mixed Performance
Aug 8, 2025

Fuji Electric Co., Ltd. announced the completion of an interim review of its consolidated financial statements for the quarter ended June 30, 2025, with no changes from the previously disclosed results. Despite a slight increase in net sales and operating profit, the company experienced a decline in ordinary profit and profit attributable to owners, reflecting a challenging market environment. The comprehensive income also saw a significant decrease, suggesting potential impacts on stakeholders and future financial strategies.

The most recent analyst rating on (JP:6504) stock is a Buy with a Yen11700.00 price target. To see the full list of analyst forecasts on Fuji Electric Co stock, see the JP:6504 Stock Forecast page.

Fuji Electric Co. Reports Strong Sales Growth Amid Challenges
Aug 1, 2025

Fuji Electric Co., Ltd. is a Japanese company listed on the TSE Prime, NSE Premier, and FSE stock exchanges, specializing in energy, industry, semiconductors, and food and beverage distribution sectors, with a focus on enhancing corporate value through profit-oriented management. In the latest earnings report for the three months ended June 30, 2025, Fuji Electric reported a 4.9% increase in net sales to ¥247.9 billion, driven by strong demand in the energy and industry segments, despite challenges in the semiconductor and food and beverage distribution sectors. Operating profit reached a record high of ¥18.1 billion, a 4.9% increase from the previous year, although ordinary profit decreased by 5.1% due to foreign exchange losses. The company also saw a decrease in profit attributable to owners of the parent by 4.8% to ¥10.9 billion, impacted by increased personal expenses and material costs. Looking ahead, Fuji Electric remains committed to its medium-term management plan, focusing on improving profitability and strengthening its management foundations to achieve sustainable growth, while navigating the challenges posed by global economic uncertainties and fluctuating demand in various sectors.

Fuji Electric Reports Mixed Financial Results for Q1 2025
Jul 31, 2025

Fuji Electric Co., Ltd. reported its consolidated financial results for the three months ended June 30, 2025, showing a 4.9% increase in net sales compared to the previous year. However, the company experienced a decline in ordinary profit and profit attributable to owners of the parent, indicating potential challenges in maintaining profitability despite increased sales. The equity ratio improved slightly, reflecting a stable financial position, but the comprehensive income saw a significant decrease, highlighting areas for potential concern for stakeholders.

The most recent analyst rating on (JP:6504) stock is a Buy with a Yen11700.00 price target. To see the full list of analyst forecasts on Fuji Electric Co stock, see the JP:6504 Stock Forecast page.

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: Oct 23, 2025