Exedy Corporation (JP:7278)
:7278
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Exedy Corporation
(7278)
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Rating:69Neutral
Price Target:
¥6,198.00
▲(10.48% Upside)
Action:DowngradedDate:01/30/26
The score is driven primarily by solid financial stability and strong cash generation, supported by an attractive dividend yield. Offsetting these positives are weak near-term business momentum (TTM revenue contraction) and mixed technicals with subdued short-term price strength.
Positive Factors
Strong free cash flow generation
Robust operating and free cash flow in the trailing twelve months provide enduring funding for dividends, capex and working capital without relying on new debt. Sustained FCF strengthens financial resilience and supports shareholder returns and reinvestment over the medium term.
Negative Factors
Top-line contraction
Material TTM revenue decline signals weakening demand or lost volumes from OEMs/aftermarket. For a supplier tied to vehicle production, prolonged top‑line contraction can erode operating leverage, pressure margins and reduce sustainable earnings and cash flow over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong free cash flow generation
Robust operating and free cash flow in the trailing twelve months provide enduring funding for dividends, capex and working capital without relying on new debt. Sustained FCF strengthens financial resilience and supports shareholder returns and reinvestment over the medium term.
Read all positive factors
Exedy Corporation (7278) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥211.08B
Dividend Yield5.39%
Average Volume (3M)149.57K
Price to Earnings (P/E)10.7
Beta (1Y)0.52
Revenue Growth-2.26%
EPS GrowthN/A
CountryJP
Employees11,444
SectorConsumer Cyclical
Sector Strength84
IndustryAuto - Parts
Share Statistics
EPS (TTM)131.68
Shares Outstanding48,593,735
10 Day Avg. Volume107,910
30 Day Avg. Volume149,573
Financial Highlights & Ratios
PEG Ratio-0.06
Price to Book (P/B)1.02
Price to Sales (P/S)0.59
P/FCF Ratio7.69
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)384.93
Revenue Forecast (FY)¥302.00B
Exedy Corporation Business Overview & Revenue Model
Company Description
EXEDY Corporation, together with its subsidiaries, manufactures and sells manual and automatic transmission vehicle parts in Japan. The company provides manual and automatic transmission parts for passenger vehicles, trucks, and buses, which inclu...
How the Company Makes Money
Exedy Corporation generates revenue primarily through the sale of its automotive components to OEMs and aftermarket retailers. The company's revenue model is centered on manufacturing and distributing high-performance clutch systems and related pr...
Exedy Corporation Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
72
Positive
Cash Flow
77
Positive
| Breakdown | TTM | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 302.63B | 309.56B | 308.34B | 285.64B | 261.10B | 227.42B |
| Gross Profit | 61.28B | 57.68B | 51.69B | 42.60B | 45.80B | 38.04B |
| EBITDA | 36.63B | 37.26B | 35.69B | 31.80B | 36.76B | 31.41B |
| Net Income | 13.66B | 12.74B | -10.02B | 4.59B | 12.48B | 4.98B |
Balance Sheet | ||||||
| Total Assets | 313.79B | 303.91B | 321.94B | 331.88B | 332.79B | 312.74B |
| Cash, Cash Equivalents and Short-Term Investments | 70.31B | 68.16B | 74.04B | 59.54B | 55.41B | 51.57B |
| Total Debt | 54.74B | 57.73B | 31.18B | 34.69B | 38.86B | 43.22B |
| Total Liabilities | 110.00B | 109.64B | 88.39B | 91.97B | 96.76B | 96.01B |
| Stockholders Equity | 188.75B | 180.48B | 218.55B | 225.56B | 221.76B | 203.93B |
Cash Flow | ||||||
| Free Cash Flow | 33.49B | 23.93B | 28.71B | 15.25B | 14.50B | 13.44B |
| Operating Cash Flow | 41.20B | 31.50B | 37.61B | 27.22B | 28.43B | 30.11B |
| Investing Cash Flow | -9.25B | -8.72B | -13.41B | -12.79B | -15.49B | -16.77B |
| Financing Cash Flow | -34.65B | -28.72B | -11.41B | -11.18B | -10.54B | -8.45B |
Exedy Corporation Technical Analysis
Positive
5610.00
Price Trends
5859.80
Negative
5659.30
Positive
5201.74
Positive
Market Momentum
-64.98
Positive
46.74
Neutral
34.00
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7278, the sentiment is Positive. The current price of 5610 is below the 20-day moving average (MA) of 5834.00, below the 50-day MA of 5859.80, and above the 200-day MA of 5201.74, indicating a neutral trend. The MACD of -64.98 indicates Positive momentum. The RSI at 46.74 is Neutral, neither overbought nor oversold. The STOCH value of 34.00 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:7278.
Exedy Corporation Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | ¥162.70B | 13.70 | ― | 4.47% | 2.01% | 25.09% | |
71 Outperform | ¥172.09B | -8.32 | ― | 1.93% | -3.23% | 24.93% | |
69 Neutral | ¥211.08B | 10.65 | 7.50% | 5.39% | -2.26% | ― | |
68 Neutral | ¥577.80B | 28.26 | ― | 3.52% | 1.43% | 83.34% | |
63 Neutral | ¥554.22B | 15.03 | 3.35% | 3.18% | 0.44% | -11.36% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
54 Neutral | ¥1.72T | 14.23 | 8.34% | 2.03% | 4.33% | 524.86% |
* Consumer Cyclical Sector Average
JP:7278
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Exedy Corporation Corporate Events
EXEDY Lifts Dividend as Profits Climb Despite Softer FY2025 Sales
Jan 28, 2026
EXEDY Corporation reported consolidated revenue of ¥226.4 billion for the first nine months of FY2025, down 3.0% year on year, but achieved higher profitability, with operating profit up 3.4% to ¥16.7 billion and profit attributable to o...
Exedy Overhauls Governance With Shift to Nominating Committee Structure
Jan 28, 2026
Exedy Corporation will transition from a company with a board of corporate auditors to a company with a nominating committee, subject to shareholder approval at the June 2026 ordinary general meeting, in a bid to accelerate decision-making and str...
Exedy Lifts Full-Year Profit Outlook and Commits to Aggressive Payout Policy
Jan 28, 2026
Exedy Corporation reported that third-quarter net sales declined, mainly due to lower orders for automatic transmission products in the Americas and Japan and adverse foreign exchange effects, but operating profit rose, supported by the exit from ...
EXEDY Upgrades Full-Year Earnings Outlook on Weaker Yen and Strong Q3
Jan 28, 2026
EXEDY Corporation has raised its full-year consolidated earnings forecast for the fiscal year ending March 31, 2026, citing a weaker-than-expected yen and stronger-than-forecast third-quarter results. The company now expects revenue of ¥300 b...
Exedy Raises ROE Ambitions in Updated Capital Efficiency and Valuation Strategy
Dec 23, 2025
Exedy Corporation announced an update to its cost of capital and stock price‑conscious management initiative following a Board of Directors meeting on December 23, 2025. Building on its mid- to long-term strategy launched in April 2024 and a...
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.