Aisin Seiki Co (7259) AI Stock Analysis

• Market Cap: ¥1.65T
• Dividend Yield: 2.03%
• Average Volume (3M): 2.20M
• Price to Earnings (P/E): 14.2
• Beta (1Y): 1.17
• Revenue Growth: 4.33%
• EPS Growth: 524.86%
• Country: JP
• Employees: 115,140
• Sector: Consumer Cyclical
• Sector Strength: 84
• Industry: Auto - Parts
• EPS (TTM): 51.42
• Shares Outstanding: 759,023,900
• 10 Day Avg. Volume: 2,301,490
• 30 Day Avg. Volume: 2,200,316
• PEG Ratio: 0.52
• Price to Book (P/B): 0.64
• Price to Sales (P/S): 0.26
• P/FCF Ratio: 10.47
• 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: ¥2,888.57
• Price Target Upside: 31.93% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 2
• EPS Forecast (FY): 199.22
• Revenue Forecast (FY): ¥5.05T

• Rating: 54 Neutral
• Price Target: ¥2,361.00 ▲(7.83% Upside)
• Action: Downgraded Date: 03/18/26
• Date: Action: Downgraded 03/18/26

The score is held back primarily by weak technicals: the stock is below all key moving averages with negative MACD, despite oversold readings. Financial performance is mixed—improving profitability and better leverage, but weak cash conversion and softer free-cash-flow momentum. Valuation is reasonable with a moderate P/E and a supportive dividend yield.

Positive Factors

Improving Profitability

Trailing-twelve-month profitability improvement indicates the company has begun to restore operating margins after recent weakness. A more stable margin profile supports durable cash flow generation, strengthens negotiating power with OEMs, and reduces the sensitivity of earnings to short-cycle cost swings.

Improved Leverage and Equity

Meaningful reduction in leverage and stronger equity provide financial flexibility to fund capital spending, support program launches, and absorb automotive-cycle shocks. A healthier balance sheet lowers refinancing risk and enables strategic investment without immediate reliance on capital markets.

Positive Cash Generation

Consistently positive operating cash flow and positive free cash flow over the trailing twelve months demonstrate core manufacturing operations generate cash. That persistent cash generation supports reinvestment in capacity, program commitments to OEMs, and provides a base for shareholder distributions or debt reduction.

Negative Factors

Weak Cash Conversion

Subpar cash conversion means reported profits do not fully translate into discretionary cash, reflecting working-capital needs and capex intensity. This limits ability to accelerate deleveraging, fund new product investments, or raise dividends sustainably, increasing exposure if OEM volumes soften.

Revenue Stagnation

Multi-year flat top-line growth constrains operating leverage and scale benefits in a components business. Without sustained order wins or diversification beyond core OEM programs, revenue stagnation limits margin expansion potential and makes long-term EPS improvement reliant on efficiency gains alone.

Margin and ROE Volatility

Pronounced margin and ROE swings indicate earnings are highly sensitive to commodity costs, production mix and OEM demand cycles. This volatility reduces predictability of long-term return on invested capital, complicates capital allocation, and raises execution risk for sustained profitability.

Aisin Seiki Co Business Overview & Revenue Model

Company Description

Aisin Corporation manufactures and sells automotive parts, and energy- and lifestyle-related products. It provides powertrain products comprising 1-motor hybrid transmission and eaxle products; chassis and vehicle safety systems, such as automated parking systems and electronically controlled brake systems; power sliding door systems and sunroof products; connected and sharing solutions; and repair and maintenance products. The company also offers energy solutions comprising ENE·FARM, a system that generates electricity by extracting hydrogen from gas; gas heat pump air-conditioners; warm water shower-toilet seats; and peltier modules that are thermoelectric conversion devices, which function as heat pumps by sending direct current. In addition, it provides ILY-Ai, a multi-functional personal shopping mobility product for various user needs; fiber laser; and audio equipment. The company was incorporated in 1949 and is headquartered in Kariya, Japan.

How the Company Makes Money

Aisin Seiki’s primary source of revenue is the sale of automotive components and systems to vehicle manufacturers (OEMs) and, to a lesser extent, the aftermarket (replacement parts and service-related products). The OEM business typically generates revenue through (1) long-term supply arrangements tied to specific vehicle platforms, where Aisin supplies components (e.g., drivetrain/powertrain-related units and other automotive systems) that are built into vehicles during production, and (2) module/system sales where multiple parts are integrated and sold as a higher-value assembly. The aftermarket business contributes revenue via distribution channels selling replacement parts and related products for vehicles already in operation. Earnings are influenced by global vehicle production volumes, customer program launches and model mix, pricing and cost pass-through dynamics for materials and logistics, manufacturing efficiency/scale, and foreign exchange due to international operations. Significant partnership/customer concentration factors (e.g., specific OEM relationships) are not provided here; null.

Aisin Seiki Co Financial Statement Overview

Summary

Profitability has stabilized and improved in TTM versus the weaker 2023–2024 period, and leverage has improved meaningfully, supporting balance-sheet resilience. The main offset is weaker quality of earnings: free cash flow is down versus the prior annual period and cash conversion (FCF vs. net income) remains modest with historical volatility.

Income Statement

TTM (Trailing-Twelve-Months) results show solid profitability versus recent history, with operating and net margins improving from the weaker 2023–2024 period. Revenue has been roughly flat over the last two annual periods, but the latest TTM revenue level is higher than the prior annual print, suggesting a modest rebound in activity. The key weakness is margin volatility across the cycle (notably the sharp profit compression in 2023 versus 2022), indicating earnings sensitivity to industry conditions and costs.

Balance Sheet

Leverage looks manageable for the business, with debt-to-equity improving meaningfully from the higher levels seen in 2021–2023 to a lower level in TTM (Trailing-Twelve-Months). Equity has also strengthened versus the 2023 trough, supporting balance-sheet resilience. The main drawback is that returns on equity, while improved in TTM, have been inconsistent over time, reflecting uneven profitability rather than a steadily compounding profile.

Cash Flow

Cash generation is positive, with TTM (Trailing-Twelve-Months) operating cash flow and free cash flow both solidly positive. However, free cash flow is down versus the prior annual period, and cash conversion is a notable weak spot: free cash flow covers only a modest portion of net income in both TTM and the last two annual periods, pointing to working-capital/capex demands that limit how much accounting profit turns into discretionary cash. Earlier years also show higher volatility, including a period of negative free cash flow.

Breakdown	TTM	Mar 2025	Mar 2024	Mar 2023	Mar 2022	Mar 2022
Income Statement
Total Revenue	5.06T	4.90T	4.91T	4.40T	3.92T	3.53T
Gross Profit	611.21B	544.11B	531.85B	384.04B	430.67B	386.65B
EBITDA	501.80B	461.25B	407.25B	339.40B	414.63B	387.24B
Net Income	165.18B	107.59B	90.81B	37.67B	141.94B	105.64B
Balance Sheet
Total Assets	4.37T	4.28T	4.64T	4.14T	4.21T	4.03T
Cash, Cash Equivalents and Short-Term Investments	410.59B	451.69B	527.19B	317.69B	386.91B	520.03B
Total Debt	691.25B	697.29B	794.66B	910.47B	944.31B	976.02B
Total Liabilities	1.97T	2.05T	2.24T	2.14T	2.21T	2.27T
Stockholders Equity	2.13T	1.98T	2.14T	1.75T	1.76T	1.54T
Cash Flow
Free Cash Flow	136.73B	121.02B	271.59B	25.66B	-24.44B	143.00B
Operating Cash Flow	382.40B	339.87B	499.74B	237.97B	193.34B	343.31B
Investing Cash Flow	-230.56B	-146.95B	-93.15B	-186.86B	-204.95B	-138.18B
Financing Cash Flow	-232.82B	-270.22B	-211.70B	-127.75B	-135.86B	-373.88B

Aisin Seiki Co Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 2189.50
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Positive
• STOCH: Positive

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7259, the sentiment is Negative. The current price of 2189.5 is below the 20-day moving average (MA) of 2514.20, below the 50-day MA of 2740.94, and below the 200-day MA of 2494.75, indicating a bearish trend. The MACD of -137.78 indicates Positive momentum. The RSI at 25.60 is Positive, neither overbought nor oversold. The STOCH value of 10.04 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:7259.

Aisin Seiki Co Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
7282	75 Outperform	¥473.04B	7.76	8.58%	2.62%	1.44%	-0.92%
5802	72 Outperform	¥7.19T	15.56	8.97%	1.38%	4.96%	8.64%
6471	68 Neutral	¥539.43B	28.26	―	3.52%	1.43%	83.34%
6902	67 Neutral	$5.13T	10.20	6.98%	2.98%	2.41%	11.03%
6473	63 Neutral	¥516.97B	15.03	3.35%	3.18%	0.44%	-11.36%
Sector *	61 Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
7259	54 Neutral	¥1.65T	14.23	8.34%	2.03%	4.33%	524.86%

Aisin Seiki Co Corporate Events

Aisin Lifts Expected Profit on Toyota Industries Share Sale After Tender Offer Revision

Aisin Corporation has updated its plans regarding the tender offer for its shareholding in Toyota Industries Corporation, following Toyota Asset Preparatory Co.’s decision to raise the planned tender offer price and extend the offer period. The revised offer increases the price from ¥18,800 to ¥20,600 per share and extends the tender period to March 23, 2026, with settlement now scheduled to begin on March 30, 2026.

As a result of the higher offer price, Aisin now expects to receive total proceeds of about ¥135.5 billion from selling all of its Toyota Industries shares through the tender. The company also forecasts that, if the transaction is completed by the end of fiscal 2026, it will record an extraordinary profit of approximately ¥123.6 billion as a gain on the sale of investment securities in its non-consolidated financial statements, implying a larger one-off boost to earnings than previously anticipated.

The most recent analyst rating on (JP:7259) stock is a Hold with a Yen3000.00 price target. To see the full list of analyst forecasts on Aisin Seiki Co stock, see the JP:7259 Stock Forecast page.

Aisin Halts February Buybacks but Continues Large-Scale Share Repurchase Program

Aisin Corporation reported that it conducted no share buybacks in February 2026 under its ongoing repurchase authorization, acquiring zero shares for a total cost of ¥0 through market purchases on the Tokyo Stock Exchange. The company nonetheless continues to execute a large-scale buyback program approved in 2025 and expanded in 2026, under which it has cumulatively repurchased 33,317,000 shares for about ¥78.4 billion, highlighting its continued commitment to shareholder returns despite the temporary pause in purchases during the latest month.

The most recent analyst rating on (JP:7259) stock is a Hold with a Yen3000.00 price target. To see the full list of analyst forecasts on Aisin Seiki Co stock, see the JP:7259 Stock Forecast page.

Aisin Delays Self-Tender Offer, Plans New Board Approval After Earnings

Aisin Corporation has delayed the planned commencement of its tender offer for its own shares, originally expected in late February 2026, because a key precondition—the successful completion of Toyota Asset Preparatory’s tender offer for Toyota Industries Corporation—has been pushed back to mid-March. The company now plans to launch the share buyback tender offer only after it announces financial results for the fiscal year ending March 31, 2026, and, since settlement will extend beyond the existing authorization period, it will seek a new board resolution to re-establish the legal basis for the buyback, signaling continued commitment to the program despite the revised timetable.

The most recent analyst rating on (JP:7259) stock is a Hold with a Yen3000.00 price target. To see the full list of analyst forecasts on Aisin Seiki Co stock, see the JP:7259 Stock Forecast page.

Aisin Reshapes Top Management as Yamamoto Named Representative Director

AISIN CORPORATION has announced a change in its top management structure, appointing Senior Executive Officer and current board member Yoshihisa Yamamoto as Executive Vice President and Representative Director, effective April 1, 2026. The move reflects a reorganization of the company’s leadership as it continues to integrate and streamline governance following the merger that created AISIN CORPORATION in 2021.

Current Representative Director and Senior Executive Officer Shintaro Ito will step down from his executive role on March 31 and is set to retire from the board at the 103rd Ordinary General Shareholders’ Meeting scheduled for June 2026. He is expected to transition to an oversight role as a candidate for Audit & Supervisory Board Member, signaling a shift in responsibilities that may strengthen AISIN’s governance and risk management framework for shareholders and other stakeholders.

The most recent analyst rating on (JP:7259) stock is a Hold with a Yen3000.00 price target. To see the full list of analyst forecasts on Aisin Seiki Co stock, see the JP:7259 Stock Forecast page.

Aisin Sets 2028 Plan to Accelerate Electrification, Regional Growth and Profitability

Aisin Corporation has unveiled its 2028 Medium-Term Management Plan, targeting net sales of 5.3 trillion yen, operating profit of 330 billion yen, an operating margin of 6.2%, ROE of 10%, and ROIC of 11%. The plan builds on a strengthened powertrain lineup and a resilient global production base established under the prior 2025 plan.

The new strategy centers on three pillars—product, region, and function—to both reinforce earning power and fund future growth. Aisin will expand its electrified and flagship product lineup, bolster vehicle control and comfort technologies, and grow its aftermarket services.

Regionally, the company aims to deepen local production and partnerships in North America, India, ASEAN, Europe, and China to enhance competitiveness and profitability. Functionally, it plans to improve its profit structure and governance while accelerating AI, digital transformation, and human capital investment to support long-term sustainable growth and non-financial ESG targets toward 2030.

The most recent analyst rating on (JP:7259) stock is a Hold with a Yen3000.00 price target. To see the full list of analyst forecasts on Aisin Seiki Co stock, see the JP:7259 Stock Forecast page.

Aisin Reports Progress on Large-Scale Share Repurchase Program

Aisin Corporation has reported the latest status of its ongoing share repurchase program, buying back 790,900 shares of common stock on the Tokyo Stock Exchange between January 1 and January 31, 2026, at a total cost of approximately ¥2.37 billion. This transaction forms part of a larger repurchase framework approved by the board, which authorizes the buyback of up to 130 million shares, or 17.2% of outstanding shares excluding treasury stock, for a maximum of ¥150 billion during the period from May 1, 2025, to April 30, 2026. As of January 31, 2026, Aisin has cumulatively repurchased 33,317,000 shares for about ¥78.38 billion, underscoring an active capital allocation strategy that may enhance shareholder value by reducing the share float and signaling management’s confidence in the company’s financial position.

The most recent analyst rating on (JP:7259) stock is a Hold with a Yen3000.00 price target. To see the full list of analyst forecasts on Aisin Seiki Co stock, see the JP:7259 Stock Forecast page.

Aisin Posts Strong 3Q FY2026 Earnings, Lifts Profitability and Maintains Full-Year Outlook

Aisin Corporation reported solid results for the nine months ended December 31, 2025, with revenue rising 4.6% year on year to ¥3.77 trillion and operating profit jumping 34.8%, while profit attributable to owners of the parent more than doubled, driving basic earnings per share to ¥144.61. The company’s equity ratio improved to 48.6% amid higher equity attributable to owners, it completed the merger of Aisin Chemical into the parent as part of group restructuring, and it maintained its full-year FY2026 forecast, including modest revenue and profit growth and a planned dividend of ¥65 per share, against the backdrop of an ongoing share repurchase and treasury share cancellation program.

The most recent analyst rating on (JP:7259) stock is a Hold with a Yen3000.00 price target. To see the full list of analyst forecasts on Aisin Seiki Co stock, see the JP:7259 Stock Forecast page.

Aisin Lifts Expected Extraordinary Profit on Higher-Priced Toyota Industries Share Tender

Aisin Corporation has updated its previously announced plan regarding the tender of all Toyota Industries Corporation shares it holds into a takeover bid to be conducted by Toyota Fudosan. Following Toyota Fudosan’s decision to launch the tender offer from January 15 to February 12, 2026, at a higher price of ¥18,800 per share instead of the initially indicated ¥16,300, the expected total proceeds from Aisin’s sale will rise to ¥123.6 billion. As a result, Aisin now expects to book an extraordinary profit of ¥111.8 billion on the sale of these investment securities in its non-consolidated financial statements for FY2026, a sizeable gain that could strengthen its financial position and potentially support future strategic investments or shareholder returns.

The most recent analyst rating on (JP:7259) stock is a Hold with a Yen3000.00 price target. To see the full list of analyst forecasts on Aisin Seiki Co stock, see the JP:7259 Stock Forecast page.

Aisin Refines Terms and Timing of Planned ¥120 Billion Share Buyback Tender Offer

Aisin Corporation has approved changes to the conditions of its planned tender offer for its own shares, refining the pricing formula and timetable within an already authorized share buyback program of up to 130 million shares and ¥120 billion through March 31, 2026. The company will now set the tender offer price at a 10% discount to either the latest closing price or the one‑month average, capped at ¥3,078, and plans to commence the tender offer in late February 2026, a shift from the previously indicated timing linked to the progress of a separate Toyota Industries tender offer; these adjustments are intended to clarify execution conditions and scheduling for stakeholders while maintaining the overall scale of the capital return plan.

The most recent analyst rating on (JP:7259) stock is a Hold with a Yen3000.00 price target. To see the full list of analyst forecasts on Aisin Seiki Co stock, see the JP:7259 Stock Forecast page.

Aisin Advances Large-Scale Share Buyback, Repurchases Over 32 Million Shares

Aisin Corporation announced the status of its ongoing share repurchase program, reporting that it bought back 3,474,900 shares of its common stock on the Tokyo Stock Exchange between December 1 and December 31, 2025, at a total cost of approximately ¥10.1 billion. These transactions form part of a broader board-approved buyback program, authorized in April and June 2025, that allows for repurchases of up to 130 million shares or ¥120 billion through March 31, 2026, using market purchases, off-floor trading, and a tender offer. As of December 31, 2025, Aisin has cumulatively repurchased 32,526,100 shares for about ¥76.0 billion, signaling active capital management that may support earnings per share and shareholder returns while potentially influencing the company’s capital structure and market valuation.

The most recent analyst rating on (JP:7259) stock is a Hold with a Yen3000.00 price target. To see the full list of analyst forecasts on Aisin Seiki Co stock, see the JP:7259 Stock Forecast page.