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Allied Telesis Holdings KK
(6835)
Allied Telesis Holdings KK (6835) vs. iShares MSCI Japan ETF (EWJ)
Allied Telesis Holdings KK Business Overview & Revenue Model
Allied Telesis Holdings KK Financial Statement Overview
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 49.72B | 49.95B | 48.46B | 44.39B | 41.50B | 33.27B |
| Gross Profit | 28.35B | 29.28B | 27.90B | 25.04B | 24.21B | 20.63B |
| EBITDA | 4.77B | 5.34B | 6.74B | 3.19B | 12.86B | 2.02B |
| Net Income | 3.74B | 2.92B | 3.60B | 1.09B | 8.61B | 1.37B |
Balance Sheet | ||||||
| Total Assets | 44.01B | 48.73B | 46.49B | 45.50B | 41.64B | 28.88B |
| Cash, Cash Equivalents and Short-Term Investments | 15.62B | 17.03B | 14.26B | 10.70B | 9.05B | 4.72B |
| Total Debt | 3.61B | 8.65B | 7.67B | 9.69B | 6.56B | 8.81B |
| Total Liabilities | 25.56B | 27.40B | 27.03B | 28.03B | 25.87B | 22.68B |
| Stockholders Equity | 18.45B | 21.33B | 19.45B | 17.47B | 15.77B | 6.20B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 6.23B | 5.09B | -954.62M | 7.12B | 2.19B |
| Operating Cash Flow | 0.00 | 6.75B | 5.74B | -74.37M | 8.41B | 2.54B |
| Investing Cash Flow | 0.00 | -537.32M | 2.88B | -967.43M | -1.45B | -423.31M |
| Financing Cash Flow | 0.00 | -3.34B | -5.44B | 2.58B | -4.25B | -1.62B |
Allied Telesis Holdings KK Technical Analysis
Allied Telesis Holdings KK Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
81 Outperform | ¥46.63B | 18.70 | ― | 4.43% | 0.63% | -24.87% | |
70 Outperform | ¥45.79B | 22.04 | ― | 2.93% | -0.90% | -13.24% | |
68 Neutral | ¥31.19B | 10.78 | 24.14% | 0.77% | 6.43% | 368.06% | |
67 Neutral | ¥279.72B | 15.67 | 7.16% | 2.31% | -2.36% | -61.50% | |
63 Neutral | ¥5.99B | 32.04 | ― | 3.54% | 19.28% | ― | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
60 Neutral | ¥5.06B | 7.48 | ― | 2.01% | 13.56% | ― |
Allied Telesis Holdings KK Corporate Events
Allied Telesis Holdings will ask shareholders at its March 27, 2026 annual meeting to approve a delegation of authority to its board to determine subscription requirements for up to 50,000 stock acquisition rights, representing a maximum of 5 million common shares. The stock acquisition rights will be granted without charge as stock options to directors, corporate auditors, employees and subsidiaries, and treated as non-monetary remuneration for directors, with the aim of boosting morale, aligning management and staff with shareholder interests, and enhancing group performance and corporate value.
The proposal details how the number of shares per right and the exercise price will be set and adjusted in response to stock splits, consolidations or certain equity issuances, ensuring consistency with the market price at the time of grant. By expanding equity-based compensation across the group and formalizing its calculation methods, the company is reinforcing an incentive structure tied to long-term value creation, which may influence capital structure, earnings per share and governance practices over time.
The most recent analyst rating on (JP:6835) stock is a Buy with a Yen337.00 price target. To see the full list of analyst forecasts on Allied Telesis Holdings KK stock, see the JP:6835 Stock Forecast page.
Allied Telesis Holdings K.K. has unveiled a new medium-term management plan covering fiscal years 2026 to 2028, responding to the rapid and irreversible impact of AI on the information and communications equipment sector. The plan is intended to clearly articulate the company’s management philosophy and strategy while reinforcing its distinct corporate identity amid accelerating industry change.
Under the plan, the company targets net sales of ¥57 billion in FY2028, up from ¥49.95 billion in FY2025, while projecting operating profit of ¥4 billion and profit attributable to owners of parent of ¥2.6 billion. The dividend per share is planned to rise from ¥8 to ¥12 by the final year, signaling a commitment to shareholder returns even as profit levels are guided slightly below recent actuals, reflecting a cautious stance in light of market volatility and regulatory and currency risks.
The most recent analyst rating on (JP:6835) stock is a Buy with a Yen380.00 price target. To see the full list of analyst forecasts on Allied Telesis Holdings KK stock, see the JP:6835 Stock Forecast page.
Allied Telesis Holdings K.K. has approved a year-end dividend of JPY 8 per share for the fiscal year ended December 31, 2025, up from JPY 6 per share in the previous year. The total dividend payout will be JPY 840 million, sourced from retained earnings, with the effective payment date set for March 28, 2026.
Management emphasized that shareholder returns remain a key priority and reaffirmed its progressive dividend policy aimed at steadily increasing dividends over time. The higher regular dividend, without a special component, signals confidence in the company’s financial soundness and business performance while supporting a stable and sustainable return framework for investors.
The most recent analyst rating on (JP:6835) stock is a Buy with a Yen380.00 price target. To see the full list of analyst forecasts on Allied Telesis Holdings KK stock, see the JP:6835 Stock Forecast page.
Allied Telesis Holdings reported that net sales for the fiscal year ended December 31, 2025 came in below its earlier forecast, mainly due to weaker-than-expected revenue from the U.S. federal government amid policy uncertainty, spending restraints, and a late-year government shutdown, as well as the negative translation impact of a stronger yen on overseas sales. Despite the shortfall in revenue versus projections, operating profit, ordinary profit, and profit attributable to owners of the parent all exceeded the company’s May 2025 forecast, helped by yen appreciation reducing dollar-based procurement and overseas expenses and by stronger-than-anticipated cost savings from restructuring and organizational streamlining.
The full-year net sales of ¥49.95 billion were about 4.5 percent below the previous forecast, but operating profit surpassed expectations by 17.4 percent, while profit attributable to owners of the parent rose more than 50 percent above the forecast, indicating improved profitability despite a challenging demand environment. These results highlight that the company’s restructuring measures and currency-driven cost advantages have bolstered margins and partially insulated earnings from softer U.S. public-sector demand, potentially strengthening its financial resilience and operational efficiency going forward.
The most recent analyst rating on (JP:6835) stock is a Buy with a Yen380.00 price target. To see the full list of analyst forecasts on Allied Telesis Holdings KK stock, see the JP:6835 Stock Forecast page.
Allied Telesis Holdings reported a 3.1% year-on-year increase in net sales to ¥49.95 billion for the fiscal year ended December 31, 2025, with operating profit up 23.5% to ¥4.23 billion and ordinary profit edging higher, while profit attributable to owners of parent fell 18.9% to ¥2.92 billion. Despite the earnings decline, equity and total assets improved, cash flow from operations strengthened, and the company raised its annual dividend from ¥6 to ¥8 per share, while forecasting modest revenue growth but lower profits and earnings per share in 2026, signaling a more cautious profit outlook even as it maintains shareholder returns.
Net assets rose to ¥21.33 billion, lifting the equity-to-asset ratio to 43.8% and net assets per share to ¥203.12, reflecting a reinforced financial base. Cash and cash equivalents increased to ¥17.03 billion on strong operating cash flows, but the company projects a 22.0% drop in operating profit and a 28.1% decline in profit attributable to owners of parent for 2026, even as it plans a further dividend increase to a total of ¥9 per share including an interim payout.
The most recent analyst rating on (JP:6835) stock is a Buy with a Yen380.00 price target. To see the full list of analyst forecasts on Allied Telesis Holdings KK stock, see the JP:6835 Stock Forecast page.
Allied Telesis Holdings K.K. has unveiled a new medium‑term management plan covering fiscal years 2026 to 2028, aiming to clarify its management philosophy and strategic direction amid rapid AI‑driven changes in the communications equipment sector. The three‑year roadmap targets net sales of ¥57 billion and a dividend increase to ¥12 per share by FY2028, even as operating profit and profit attributable to owners are projected to edge down from FY2025 levels, signaling a focus on top‑line expansion and shareholder returns while the company navigates market volatility and industry transformation.
Management framed the plan as a tool to strengthen the group’s corporate identity and improve communication with internal and external stakeholders as AI reshapes business models and product demand. By publishing explicit financial goals and time frames, Allied Telesis seeks to position itself as a disciplined, growth‑oriented player in a rapidly changing market, while acknowledging that macroeconomic shifts, currency movements and regulatory changes could materially affect actual performance versus its stated targets.
The most recent analyst rating on (JP:6835) stock is a Buy with a Yen380.00 price target. To see the full list of analyst forecasts on Allied Telesis Holdings KK stock, see the JP:6835 Stock Forecast page.
Allied Telesis Holdings K.K. has approved a year-end dividend of JPY 8 per share for the fiscal year ended December 31, 2025, up from the previous year’s regular dividend of JPY 2 per share, with a total payout of JPY 840 million funded from retained earnings. The decision reflects the company’s progressive dividend policy aimed at steady dividend increases and stable shareholder returns, while balancing investments to strengthen its management base and preserve financial soundness.
The company underscores profit return to shareholders as a key management priority and intends to continue providing appropriate returns through stable and gradually rising dividends. For 2025, there will be no interim dividend and the full-year dividend will be covered entirely by the year-end payout, marking an increase in ordinary shareholder returns compared with the prior year, when part of the payout consisted of a special dividend.
The most recent analyst rating on (JP:6835) stock is a Buy with a Yen380.00 price target. To see the full list of analyst forecasts on Allied Telesis Holdings KK stock, see the JP:6835 Stock Forecast page.
Allied Telesis Holdings K.K. reported that its fiscal year ended December 31, 2025, came in below its earlier net sales forecast but above projections for profitability. The company’s revenue was hit mainly by weaker-than-expected orders from the U.S. federal government amid policy uncertainty, spending restraints, and a government shutdown, as well as by the stronger yen reducing the translated value of overseas sales.
Despite the revenue shortfall, operating profit, ordinary profit, and profit attributable to owners of the parent all exceeded forecasts. The upside came from yen appreciation lowering dollar‑denominated procurement costs and overseas expenses, along with stronger‑than‑planned cost savings from restructuring and organizational streamlining, improving margins and easing the overall cost burden for stakeholders.
The most recent analyst rating on (JP:6835) stock is a Buy with a Yen380.00 price target. To see the full list of analyst forecasts on Allied Telesis Holdings KK stock, see the JP:6835 Stock Forecast page.
Allied Telesis Holdings reported a 3.1% rise in net sales to ¥49.95 billion for the year to December 31, 2025, with operating profit up 23.5% and an improved operating margin, but profit attributable to owners of parent fell 18.9% to ¥2.92 billion. The company strengthened its financial position, lifting total assets and equity, generated robust operating cash flow, increased its annual dividend to ¥8 per share for 2025, and forecast modest sales growth but lower profits and earnings per share in 2026, signaling a more cautious earnings outlook despite continued top-line expansion.
Net assets rose to ¥21.33 billion and the equity ratio improved, indicating a healthier balance sheet and potentially greater resilience for shareholders. Management also guided for a further dividend increase to ¥9 per share in 2026, suggesting ongoing commitment to shareholder returns even as it anticipates pressure on profitability, which may reflect expected cost increases, competitive conditions, or investment needs in its core networking business.
The most recent analyst rating on (JP:6835) stock is a Buy with a Yen380.00 price target. To see the full list of analyst forecasts on Allied Telesis Holdings KK stock, see the JP:6835 Stock Forecast page.
Allied Telesis Holdings K.K. has approved the issuance of the 25th series of stock acquisition rights as stock options under especially favorable conditions to directors and employees of the parent company and its group firms. The program is designed to align management and staff interests with shareholders by boosting motivation to improve performance and corporate value, with 17,000 rights to be granted to 14 recipients, including both board members and employees.
The allocation covers directors who are and are not members of the Audit and Supervisory Committee, as well as employees across the group, reflecting a broad-based incentive structure. By distributing these stock options without consideration, the company seeks to foster a stronger sense of participation in management and reinforce its long-term growth and value-creation strategy for stakeholders.
The most recent analyst rating on (JP:6835) stock is a Buy with a Yen380.00 price target. To see the full list of analyst forecasts on Allied Telesis Holdings KK stock, see the JP:6835 Stock Forecast page.
Allied Telesis Holdings K.K. has approved the transfer of the IP Triple-Play Services Business of its wholly owned U.S. subsidiary, Allied Telesis Capital Corp., to Warrior Communications, Inc. The divested business provides cable TV, internet and telephone services to U.S. military bases and surrounding communities and accounted for 4.8% of consolidated sales and roughly a quarter of operating and ordinary profit in the fiscal year ended December 2024. Management cited declining revenues driven by customer migration to cloud-based telephony and streaming services, as well as the April 2028 expiry of contracts with U.S. authorities, as reasons for exiting. The transaction, to be settled in cash for an undisclosed price, is intended to free up resources for reinvestment in the group’s core businesses and is positioned as a step to enhance medium- to long-term corporate value.
The most recent analyst rating on (JP:6835) stock is a Buy with a Yen368.00 price target. To see the full list of analyst forecasts on Allied Telesis Holdings KK stock, see the JP:6835 Stock Forecast page.