LIXIL Group stock analysis
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LIXIL Group (5938) Stock Price & Analysis
5938 Stock Chart & Stats
- Day’s Range
- JPY 1,687.00 - JPY 1,714.50
- 52-Week Range
- JPY 1,571.50 - JPY 1,943.00
- Previous Close
- JPY 1,683.50
- Volume
- N/A
- Average Volume (3M)
- 2.22M
- Market Cap
- JPY 486.07B
- Enterprise Value
- JPY 1.07T
- Total Cash (Recent Filing)
- JPY 111.42B
- Total Debt (Recent Filing)
- JPY 690.05B
- Price to Earnings (P/E)
- 2427.5
- Beta
- 0.51
- Next Earnings
- Jan 30, 2027 (Est.)
- EPS Estimate
- 31.23
- Next Dividend Ex-Date
- Mar 30, 2027
- Dividend Yield
- 5.33%
Bulls Say, Bears Say
Bulls Say
Brand And Channel Strength
GROHE’s brand equity and endorsement by installers, plumbers, architects, and designers support durable differentiation in professional channels. This positioning can protect customer preference, support regional expansion, and sustain demand for higher-value products beyond short-term construction cycles.
U.S. Business Restructuring
Completing U.S. structural reform removes a major source of ongoing operational drag and has already reduced losses. Rising market share and improving monthly performance provide a stronger base for future profitability, making this a potentially durable improvement rather than a temporary demand benefit.
Pricing And Premium Mix
Successful price optimization combined with higher-end, smart-control, and differentiated faucet products can improve revenue quality and profitability without relying solely on volume growth. Market-share gains further strengthen the international franchise and support earnings resilience across renovation and construction channels.
Bears Say
Thin And Volatile Profitability
Thin profitability leaves limited protection against cost inflation, foreign-exchange pressure, or weaker demand. After a prior loss and near-breakeven TTM performance, even moderate operating setbacks could materially affect earnings, limiting reinvestment capacity and making performance less predictable over the next several quarters.
Elevated Leverage
Debt near parity with equity reduces financial flexibility when earnings are volatile. The lower equity ratio and increased working capital raise pressure on capital allocation, leaving less room to absorb prolonged weakness or fund strategic initiatives without relying more heavily on operating recovery.
Unstable Cash Generation
Positive but inconsistent cash generation weakens confidence in internally funded growth and debt reduction. The sharp TTM free-cash-flow decline, alongside working-capital volatility, suggests that reported revenue recovery may not translate reliably into cash available for investment, dividends, or balance-sheet repair.
LIXIL Group News
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Company Description
LIXIL Group
LIXIL Corporation, a global enterprise, specializes in the development, manufacturing, and distribution of a wide array of building materials and home equipment through its international subsidiaries. The company's activities are organized into four primary divisions. The LIXIL Water Technology (LWT) segment provides comprehensive bathroom and kitchen solutions, including sanitary fixtures like toilets, shower systems, faucets, and bathtubs, alongside various kitchen units and both ceramic and decorative tiles. Notable brands in this portfolio include INAX, GROHE, and American Standard. The LIXIL Housing Technology (LHT) segment focuses on residential building components for both exteriors and interiors. This includes products such as window frames, entry doors, shutters, gates, carports, railings, interior finishing materials, sidings, roofing supplies, and solar power systems. Its offerings are available under brands like Tostem and Exsior. The LIXIL Building Technology (LBT) segment caters to commercial construction, supplying items such as curtain walls, building window systems, and storefront facades. Lastly, the Housing & Services Business (H&S) segment manages homebuilding franchise networks, undertakes custom construction projects, offers land and property management services, provides support for real estate franchise development, and extends housing loans. This segment operates under brands including Lixil and ERA. Established in Tokyo in 1875, the company was formerly known as LIXIL Group Corporation before officially adopting its current name, LIXIL Corporation, in December 2020.
- Sector
- Industrials
- Industry
- Construction Materials
- CEO
- Kinya Seto
- Employees
- 48,073
- Website
- www.lixil.com
- Address
- Osaki Garden Tower, Tokyo, TY, 136-8535, JP
LIXIL Group (5938) Earnings & Revenues
5938 Company Deck
5938 Earnings Call
Earnings Call SentimentNeutral
The call was mixed. LIXIL reported progress on price optimization, U.S. structural reform, market-share gains, LWT profitability, and AI-related initiatives, while maintaining its full-year forecast and JPY 45 dividend. However, these positives were offset by declining overall core earnings, significantly lower LHT core earnings, weaker-than-expected international demand, sluggish domestic renovation activity, higher costs, increased working capital and leverage, lower free cash flow, and continued uncertainty in the U.S., China, Europe, and the Middle East.
View all JP:5938 earnings summariesTechnical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 4 | 5 | 13 |
| Technical Analysis | 3 | 5 | 2 |
| Moving Averages | 1 | 0 | 11 |
