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Johnson Electric Holdings
(0179)
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Rating:68Neutral
Price Target:
HK$14.50
â–¼(-25.33% Downside)
Action:Reiterated
Date:10/13/26
The score is driven primarily by solid financial performance (strong revenue growth and conservative leverage) and supportive valuation (low P/E and high dividend yield). These positives are meaningfully offset by weak technicals, with the stock trading well below key moving averages and negative momentum indicators, and by recent pressure on net profitability and free cash flow generation.
Positive Factors
Revenue Growth
Revenue growth of 22.6% indicates strong recent demand for the company’s motors, actuators and motion systems. Sustained expansion can improve manufacturing scale, support customer-platform wins and provide a stronger base for future earnings across automotive and industrial applications.
Negative Factors
Weaker Net Profitability
The decline in net margin and negative EPS growth show that recent revenue expansion has not translated proportionally into shareholder earnings. If this weaker bottom-line conversion persists, it could constrain retained earnings, reduce returns and limit the benefits of operating growth.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Growth
Revenue growth of 22.6% indicates strong recent demand for the company’s motors, actuators and motion systems. Sustained expansion can improve manufacturing scale, support customer-platform wins and provide a stronger base for future earnings across automotive and industrial applications.
Read all positive factors
Johnson Electric Holdings (0179) vs. iShares MSCI Hong Kong ETF (EWH)
Market Cap
HK$12.64B
Dividend Yield4.46%
Average Volume (3M)3.95M
Price to Earnings (P/E)8.2
Beta (1Y)1.41
Revenue Growth0.22%
EPS Growth-23.29%
CountryHK
Employees30,000
SectorConsumer Cyclical
Sector Strength84
IndustryAuto - Parts
Share Statistics
EPS (TTM)0.21
Shares Outstanding934,412,050
10 Day Avg. Volume4,638,291
30 Day Avg. Volume3,949,741
Financial Highlights & Ratios
PEG Ratio-0.56
Price to Book (P/B)0.97
Price to Sales (P/S)0.76
P/FCF Ratio12.81
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
HK$17.43Price Target Upside-10.27% Downside
Rating ConsensusHold
Number of Analyst Covering2
EPS Forecast (FY)0.18
Revenue Forecast (FY)HK$3.76B
Johnson Electric Holdings Business Overview & Revenue Model
Company Description
Headquartered in Sha Tin, Hong Kong, Johnson Electric Holdings Limited, established in 1959, operates as an investment holding company with a global reach. The firm specializes in providing a comprehensive range of motion products, sophisticated c...
How the Company Makes Money
Johnson Electric makes money primarily by selling motors, actuators and motion-system components/subsystems to business customers (B2B), with revenue recognized from product shipments under customer supply agreements. A major driver of earnings is...
Johnson Electric Holdings Financial Statement Overview
Summary
Income Statement
72
Positive
Balance Sheet
79
Positive
Cash Flow
61
Positive
| Breakdown | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 3.64B | 3.65B | 3.81B | 3.65B | 3.45B |
| Gross Profit | 807.87M | 843.34M | 850.72M | 715.91M | 701.91M |
| EBITDA | 579.64M | 575.76M | 577.59M | 476.87M | 473.46M |
| Net Income | 201.28M | 262.80M | 229.23M | 157.81M | 146.35M |
Balance Sheet | |||||
| Total Assets | 4.29B | 4.06B | 4.22B | 4.10B | 4.34B |
| Cash, Cash Equivalents and Short-Term Investments | 906.94M | 817.98M | 822.93M | 428.07M | 359.51M |
| Total Debt | 383.67M | 423.54M | 634.64M | 567.42M | 618.33M |
| Total Liabilities | 1.41B | 1.36B | 1.62B | 1.61B | 1.84B |
| Stockholders Equity | 2.84B | 2.67B | 2.55B | 2.45B | 2.42B |
Cash Flow | |||||
| Free Cash Flow | 214.90M | 252.58M | 395.73M | 205.93M | -132.85M |
| Operating Cash Flow | 498.69M | 448.09M | 581.88M | 432.49M | 183.59M |
| Investing Cash Flow | -271.11M | -94.26M | -225.41M | -240.80M | -351.20M |
| Financing Cash Flow | -132.10M | -305.02M | -5.87M | -110.37M | -23.95M |
Johnson Electric Holdings Technical Analysis
Negative
19.42
Price Trends
17.23
Negative
18.68
Negative
22.18
Negative
Market Momentum
-1.17
Negative
38.35
Neutral
56.80
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:0179, the sentiment is Negative. The current price of 19.42 is above the 20-day moving average (MA) of 14.84, above the 50-day MA of 17.23, and below the 200-day MA of 22.18, indicating a bearish trend. The MACD of -1.17 indicates Negative momentum. The RSI at 38.35 is Neutral, neither overbought nor oversold. The STOCH value of 56.80 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HK:0179.
Johnson Electric Holdings Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
72 Outperform | HK$10.65B | 10.89 | 5.82% | 3.36% | 5.98% | 13.92% | |
70 Outperform | HK$25.94B | 7.69 | 12.11% | 6.90% | 14.21% | 14.88% | |
68 Neutral | HK$12.64B | 8.15 | 7.18% | 4.46% | 0.22% | -23.29% | |
67 Neutral | HK$156.91B | 16.86 | 21.68% | 4.98% | 13.06% | -0.41% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
60 Neutral | HK$11.30B | 68.64 | 8.53% | 2.04% | 22.18% | 2.89% | |
47 Neutral | HK$5.34B | -89.12 | -5.52% | 5.59% | -2.65% | 69.13% |
* Consumer Cyclical Sector Average
HK:0179
Johnson Electric Holdings
13.69
-21.55
-61.16%
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-36.66%
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-23.94%
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-27.96%
Johnson Electric Holdings Corporate Events
Johnson Electric flags sharp profit slump on forex and cost pressures
Oct 9, 2026
Johnson Electric has warned that net profit for the six months to 30 September 2026 will fall by 56% to 62% year on year to between US$50 million and US$58 million, even as sales remain broadly flat. The decline is driven primarily by the absence ...
Johnson Electric takes minority stake in Chinese humanoid robotics drive specialist
Sep 28, 2026
Johnson Electric has made a minority equity investment in Wuxi Crabnova Intelligent Drive Technology, a Chinese company that develops and manufactures harmonic reducers, integrated robotic joint modules and related motion technologies for robotics...
Johnson Electric appoints new company secretary to bolster governance
Sep 9, 2026
Johnson Electric Holdings has announced a change in its corporate governance team, with long-serving company secretary Ms. Cheng Lai Chu resigning effective 9 September 2026 and confirming that she has no disagreements with the board or issues req...
Johnson Electric Shareholders Approve All AGM Resolutions, Confirm Dividend and Capital Mandates
Jul 17, 2026
Johnson Electric Holdings Limited, a major Hong Kong-listed motion systems manufacturer supplying the automotive, industrial and consumer sectors, continues to operate with a broad, mixed board of executive and independent directors. The groupR...
Johnson Electric posts modest first-quarter sales growth and targets mid-single-digit annual gains
Jul 16, 2026
Johnson Electric reported first-quarter Group sales of US$936 million, up 2% year on year, with a US$14 million tailwind from favourable exchange-rate movements. The Automotive Products Group generated US$778 million in sales, broadly flat in cons...
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.