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AKEBONO BRAKE INDUSTRY CO LTD (JP:7238)
:7238
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AKEBONO BRAKE INDUSTRY CO (7238) AI Stock Analysis

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JP:7238

AKEBONO BRAKE INDUSTRY CO

(7238)

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Neutral 51 (OpenAI - 5.2)
Rating:51Neutral
Price Target:
¥108.00
▲(0.93% Upside)
Action:Reiterated
Date:08/10/26
The score is driven primarily by improving but still low-quality financial performance (thin margins, negative revenue growth, and uneven cash-flow conversion) alongside bearish-to-weak technicals (below major moving averages and negative MACD). Valuation is moderate (P/E ~14.3) but does not meaningfully offset the operational and momentum risks based on the provided data.
Positive Factors
Stable OE + Aftermarket Revenue Streams
Akebono's business model combines long-term OEM supply contracts with recurring aftermarket demand. This mix creates structural revenue durability: OE ties provide multi-year platform revenue while aftermarket generates steady replacement sales from the vehicle parc, supporting baseline cash flows across cycles.
Negative Factors
Weak/Declining Revenue Trend
Negative top-line momentum undermines operating leverage and long-term margin expansion. For a supplier tied to vehicle production, declining revenue suggests exposure to weaker OEM demand or share losses, which narrows scope to recover fixed costs and constrains capacity to invest in product upgrades.
Read all positive and negative factors
Positive Factors
Negative Factors
Stable OE + Aftermarket Revenue Streams
Akebono's business model combines long-term OEM supply contracts with recurring aftermarket demand. This mix creates structural revenue durability: OE ties provide multi-year platform revenue while aftermarket generates steady replacement sales from the vehicle parc, supporting baseline cash flows across cycles.
Read all positive factors

AKEBONO BRAKE INDUSTRY CO (7238) vs. iShares MSCI Japan ETF (EWJ)

AKEBONO BRAKE INDUSTRY CO Business Overview & Revenue Model

Company Description
Akebono Brake Industry Co., Ltd. is a global leader in the research, development, manufacturing, and distribution of braking systems and associated components. Its operations span across Japan, North America, Europe, and various other Asian countr...
How the Company Makes Money
Akebono primarily generates revenue by manufacturing and selling brake-related products and friction materials. Key revenue streams include (1) original equipment (OE) supply: sales of brake components produced to automaker specifications and deli...

AKEBONO BRAKE INDUSTRY CO Financial Statement Overview

Summary
Financials show stabilization but not strength: profitability has improved (TTM net margin ~1.3%, operating margin ~3.6%) and leverage is more manageable (debt/equity ~0.70). Offsetting this, revenue growth is negative, margins remain thin/volatile, and free cash flow quality is uneven with weak conversion (~0.20x net income) despite turning positive in TTM.
Income Statement
56
Neutral
Balance Sheet
63
Positive
Cash Flow
48
Neutral
BreakdownTTMMar 2026Mar 2026Mar 2025Mar 2024Mar 2023
Income Statement
Total Revenue157.45B160.11B161.67B166.30B153.98B135.50B
Gross Profit18.46B18.25B16.21B15.78B13.60B17.34B
EBITDA11.85B11.74B9.77B9.66B6.46B9.89B
Net Income2.02B1.84B168.00M3.45B960.00M4.15B
Balance Sheet
Total Assets130.55B128.85B128.33B150.47B141.30B139.67B
Cash, Cash Equivalents and Short-Term Investments19.00B18.09B18.30B26.95B25.50B30.30B
Total Debt35.63B35.25B35.13B49.30B49.93B50.27B
Total Liabilities73.29B71.24B72.38B90.01B91.01B90.77B
Stockholders Equity51.03B50.63B49.52B52.40B43.38B42.59B
Cash Flow
Free Cash Flow1.36B257.00M-4.43B3.42B-2.89B458.00M
Operating Cash Flow6.96B4.81B1.45B7.62B4.65B5.47B
Investing Cash Flow-3.55B-2.42B5.97B-3.52B-6.43B-2.24B
Financing Cash Flow-1.11B-925.00M-18.54B-1.92B-1.74B-1.15B

AKEBONO BRAKE INDUSTRY CO Technical Analysis

Technical Analysis Sentiment
Negative
Last Price107.00
Price Trends
50DMA
109.40
Negative
100DMA
115.91
Negative
200DMA
119.13
Negative
Market Momentum
MACD
-0.60
Positive
RSI
45.58
Neutral
STOCH
35.12
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7238, the sentiment is Negative. The current price of 107 is below the 20-day moving average (MA) of 109.15, below the 50-day MA of 109.40, and below the 200-day MA of 119.13, indicating a bearish trend. The MACD of -0.60 indicates Positive momentum. The RSI at 45.58 is Neutral, neither overbought nor oversold. The STOCH value of 35.12 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:7238.

AKEBONO BRAKE INDUSTRY CO Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
74
Outperform
¥224.96B15.747.38%5.39%0.38%30.22%
63
Neutral
¥1.61T9.938.25%2.92%5.69%27.94%
61
Neutral
$18.38B12.79-2.54%3.03%1.52%-15.83%
60
Neutral
¥655.93B33.571.57%2.96%4.64%106.98%
51
Neutral
¥29.04B14.48-1.15%-2.70%
50
Neutral
¥211.80B142.151.93%3.50%-77.77%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:7238
AKEBONO BRAKE INDUSTRY CO
108.00
-6.00
-5.26%
JP:7259
Aisin Seiki Co
2,233.00
-148.41
-6.23%
JP:6473
JTEKT
2,035.00
635.84
45.44%
JP:7278
Exedy Corporation
6,190.00
1,140.06
22.58%
JP:7220
Musashi Seimitsu Industry Co., Ltd.
3,140.00
-135.27
-4.13%

AKEBONO BRAKE INDUSTRY CO Corporate Events

Akebono Brake Finalizes Terms for New Performance-Linked Stock Options
Aug 7, 2026
Akebono Brake Industry has set the final terms for its 15th series of share-based payment stock options, establishing both medium- and long-term performance-linked share acquisition rights for senior management. The program covers directors, execu...
Akebono Brake Industry Releases FY2026 First-Quarter Consolidated Results
Aug 7, 2026
Akebono Brake Industry released its consolidated financial results for the first quarter of fiscal 2026, covering different reporting periods across its major geographic regions. The disclosure signals ongoing transparency in the company’s g...
Akebono Brake Lifts Profits Despite Lower Sales, Maintains No-Dividend Policy
Aug 6, 2026
Akebono Brake Industry reported consolidated net sales of ¥37.2 billion for the quarter ended June 30, 2026, a 6.7% year-on-year decline, but achieved operating profit growth of 3.6% to ¥1.4 billion and a sharp jump in ordinary profit, w...
Akebono Brake Introduces New Performance-Linked Stock Options for Executives
Jul 17, 2026
Akebono Brake Industry has approved the issuance of new performance-linked, share-based stock options for directors, certain executive officers, and division-level executives. The program is designed to align medium- and long-term compensation wit...
Akebono Brake Clarifies Governance Under Majority Stake by Japan Industrial Solutions Fund II
Jun 24, 2026
Akebono Brake Industry disclosed that Japan Industrial Solutions Fund II holds 50.77% of its voting rights as a controlling shareholder, while emphasizing that the fund has no direct business relationship with the company beyond an investment agre...
Akebono Brake secures extended window to meet Prime Market tradable share criteria
Jun 24, 2026
Akebono Brake Industry has disclosed its progress toward meeting the Tokyo Stock Exchange Prime Market’s continued listing criteria, revealing that as of March 2026 it remains non-compliant only on the tradable share ratio, despite satisfyin...
Akebono Brake Releases FY2025 Consolidated Results and FY2026 Outlook
May 19, 2026
Akebono Brake Industry has released its consolidated financial results for FY2025 along with a forecast for FY2026, outlining performance across its global operations. The company also clarified differing fiscal year periods for its regions, signa...
Akebono Brake Lifts Profit Nearly Tenfold Despite Slight Revenue Decline
May 13, 2026
Akebono Brake Industry reported fiscal year 2026 consolidated net sales of ¥160.1 billion, down 1% year on year, but sharply improved profitability with operating profit soaring 78.2% to ¥5.57 billion and profit attributable to owners of...
Akebono Brake lifts profit outlook amid FX gains, restructuring charges and tax benefits
May 12, 2026
Akebono Brake Industry will book ¥1.2 billion in foreign exchange gains in the fourth quarter, mainly from short-term borrowings at its U.S. subsidiary, while simultaneously recognizing ¥1.7 billion in business restructuring losses tied ...
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.Date of analysis: Aug 10, 2026