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Komatsu Ltd. (KMTUY)
OTHER OTC:KMTUY
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Komatsu (KMTUY) Price & Analysis

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KMTUY Stock Chart & Stats

$33.01
>-$0.01(-0.03%)
At close: 4:00 PM EST
$33.01
>-$0.01(-0.03%)

Bulls Say, Bears Say

Bulls Say
Multi-year Revenue GrowthSustained top-line expansion across multiple years indicates durable market demand and scale advantages in construction, mining and industrial segments. Consistent revenue growth underpins investment capacity for R&D, product refreshes and global dealer support, improving long-term competitive positioning and margin leverage.
Aftermarket Recurring RevenueA large, growing aftermarket mix provides recurring, higher-margin revenue less correlated with equipment unit cycles. Stable parts and service sales improve cash flow predictability, enhance lifetime customer economics and create stickiness for future equipment sales, supporting long-term profitability and resilience through downturns.
Conservative Capital StructureLow leverage and a strong equity ratio give Komatsu financial flexibility to fund capex, R&D and strategic M&A without excessive refinancing risk. This balance-sheet strength supports ongoing share buybacks and dividends while cushioning the business through cyclical downturns, enabling sustained investment in automation and fuel technologies.
Bears Say
FY26 Guidance: Lower Sales And ProfitsManagement's explicit guidance for lower revenue and materially lower operating and net income signals durable near-term margin pressure. Falling profitability and a projected ROE below targets reduce retained earnings and may constrain resource allocation to R&D and capex, affecting medium-term strategic progress and returns.
Tariff-Driven Cost HeadwindsLarge, persistent tariff costs introduce structural cost unpredictability and compress margins unless fully passed to customers. Tariff exposure can force inventory builds, shift sourcing, and increase working-capital needs, weakening competitiveness versus peers and adding earnings volatility tied to policy and FX outcomes.
Cash Conversion Volatility And Working CapitalWide swings in FCF conversion reflect working-capital and capex volatility, raising financing and execution risk. Inventory increases and occasional debt growth elevate funding needs; persistent cash conversion variability can limit consistent investment cadence and reduce margin predictability over industry cycles.

Komatsu News

KMTUY FAQ

What was Komatsu Ltd.’s price range in the past 12 months?
Komatsu Ltd. lowest stock price was $30.09 and its highest was $51.08 in the past 12 months.
    What is Komatsu Ltd.’s market cap?
    Komatsu Ltd.’s market cap is $35.88B.
      When is Komatsu Ltd.’s upcoming earnings report date?
      Komatsu Ltd.’s upcoming earnings report date is Jul 24, 2026 which is in 65 days.
        How were Komatsu Ltd.’s earnings last quarter?
        Komatsu Ltd. released its earnings results on Apr 28, 2026. The company reported $0.739 earnings per share for the quarter, beating the consensus estimate of $0.69 by $0.049.
          Is Komatsu Ltd. overvalued?
          According to Wall Street analysts Komatsu Ltd.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Komatsu Ltd. pay dividends?
            Komatsu Ltd. pays a Semiannually dividend of $0.619 which represents an annual dividend yield of 4.03%. See more information on Komatsu Ltd. dividends here
              What is Komatsu Ltd.’s EPS estimate?
              Komatsu Ltd.’s EPS estimate is 0.62.
                How many shares outstanding does Komatsu Ltd. have?
                Komatsu Ltd. has 930,340,640 shares outstanding.
                  What happened to Komatsu Ltd.’s price movement after its last earnings report?
                  Komatsu Ltd. reported an EPS of $0.739 in its last earnings report, beating expectations of $0.69. Following the earnings report the stock price went down -3.091%.
                    Which hedge fund is a major shareholder of Komatsu Ltd.?
                    Currently, no hedge funds are holding shares in KMTUY
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Komatsu Ltd.

                      Komatsu Ltd. manufactures and sells construction, mining, and utility equipment; and forest and industrial machinery worldwide. The company operates through three segments: Construction, Mining and Utility Equipment; Retail Finance; and Industrial Machinery and Others. It offers construction and mining equipment, including rope shovels, continuous miners, hydraulic excavators, wheel loaders, bulldozers, motor graders, dump trucks, mini excavators, utility equipment, and other mining equipment. The company also provides forklift trucks; forestry equipment, including harvesters, forwarders, and feller bunchers; demolition, waste, and recycling equipment, such as mobile crushers, hydraulic excavators, wheel loaders, and mini shovels; and tunnel-boring machines, pipe layers, towing tractors, and engines. In addition, it offers metal forging and stamping presses, including large press system; sheet-metal machines, such as fiber laser cutting machine; machine tools, which comprise transfer machines; logistics equipment; lithography light source and temperature-control equipment for semiconductor manufacturing; battery manufacturing equipment; wire saws; and thermoelectric modules. Further, the company provides retail financing for construction and mining equipment; construction machinery rental services; remanufactured products; other support services; and purchases and sells used equipment. Komatsu Ltd. was founded in 1884 and is headquartered in Tokyo, Japan.

                      Komatsu (KMTUY) Earnings & Revenues

                      KMTUY Company Deck

                      KMTUY Earnings Call

                      Q4 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      The call presented a mixed picture: solid top-line resilience (record net sales, strong aftermarket and pockets of segment profitability) and clear progress on strategic initiatives (AHS milestone, acquisitions, hydrogen and automation POCs). However, profitability trends were weaker — operating income and net income declined materially in FY25 — and the outlook includes significant headwinds from U.S. tariffs, Middle East-related disruptions, inventory build and softer mining and regional demand, with FY26 guidance showing lower sales, profits and a projected ROE below target. The positives (cash generation, strategic milestones, selective segment strength) are meaningful but are balanced by material near-term cost and demand pressures that depress earnings visibility.View all KMTUY earnings summaries
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                      Ownership Overview

                      <0.01%0.01%99.87%
                      Insiders
                      0.01% Other Institutional Investors
                      99.87% Public Companies and
                      Individual Investors

                      Options Prices

                      Currently, No data available
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