Want to see JP:7239 full AI Analyst Report?
Top Page
Tachi-S Co
(7239)
Select Model
Select Model
Rating:80Outperform
Price Target:
¥2,655.00
▲(20.68% Upside)
Action:Reiterated
Date:08/17/26
The score is driven primarily by improved financial strength (profitability recovery and materially lower leverage) and compelling valuation (low P/E and high dividend yield). Technicals add support with an uptrend and positive momentum, while the main constraints are shrinking revenue and some volatility/softening in 2026 profitability and cash-flow conversion.
Positive Factors
Conservative balance sheet and sharply reduced leverage
Markedly lower leverage and stronger equity provide durable financial flexibility for an auto supplier. Reduced refinancing and interest burden improve resilience to cyclical OEM demand, support investment in tooling/R&D for program wins, and lower bankruptcy risk during downturns.
Negative Factors
Declining revenue / shrinking top line
Persistent revenue declines undermine operating leverage for a parts supplier reliant on OEM volumes. If tied to lost program share or weaker vehicle production, shrinking sales constrain margin expansion, limit R&D/capex flexibility, and raise execution risk versus peers.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet and sharply reduced leverage
Markedly lower leverage and stronger equity provide durable financial flexibility for an auto supplier. Reduced refinancing and interest burden improve resilience to cyclical OEM demand, support investment in tooling/R&D for program wins, and lower bankruptcy risk during downturns.
Read all positive factors
Tachi-S Co (7239) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥81.01B
Dividend Yield4.46%
Average Volume (3M)97.77K
Price to Earnings (P/E)7.5
Beta (1Y)0.76
Revenue Growth-1.64%
EPS Growth8.09%
CountryJP
Employees8,790
SectorConsumer Cyclical
Sector Strength84
IndustryAuto - Parts
Share Statistics
EPS (TTM)313.33
Shares Outstanding35,242,847
10 Day Avg. Volume110,040
30 Day Avg. Volume97,770
Financial Highlights & Ratios
PEG Ratio-0.42
Price to Book (P/B)0.66
Price to Sales (P/S)0.26
P/FCF Ratio7.90
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)273.9
Revenue Forecast (FY)¥263.70B
Tachi-S Co Business Overview & Revenue Model
Company Description
TACHI-S Co., Ltd. is a global manufacturer and distributor specializing in automotive seating solutions, with operations spanning Japan and international markets. The company provides a comprehensive array of seating systems for drivers, front pas...
How the Company Makes Money
Tachi-S makes money primarily by supplying automotive seating to vehicle manufacturers (OEMs). Its core revenue stream is the sale of complete seats (e.g., front and rear seats and related seat systems) delivered to OEM assembly plants, typically ...
Tachi-S Co Financial Statement Overview
Summary
Income Statement
72
Positive
Balance Sheet
86
Very Positive
Cash Flow
70
Positive
| Breakdown | TTM | Mar 2026 | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 271.68B | 269.01B | 285.39B | 292.95B | 243.44B | 206.44B |
| Gross Profit | 33.87B | 31.06B | 29.76B | 28.41B | 20.17B | 12.87B |
| EBITDA | 18.21B | 16.73B | 21.59B | 14.23B | 14.19B | 5.16B |
| Net Income | 10.75B | 9.30B | 11.31B | 5.42B | 5.82B | -2.06B |
Balance Sheet | ||||||
| Total Assets | 176.90B | 170.37B | 173.05B | 183.31B | 170.67B | 159.00B |
| Cash, Cash Equivalents and Short-Term Investments | 45.51B | 45.69B | 43.68B | 39.19B | 34.11B | 32.41B |
| Total Debt | 4.05B | 6.42B | 14.52B | 14.84B | 22.82B | 25.03B |
| Total Liabilities | 67.51B | 64.47B | 74.86B | 87.01B | 84.19B | 79.81B |
| Stockholders Equity | 108.31B | 104.89B | 96.28B | 89.78B | 80.37B | 72.86B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 8.81B | 5.30B | 14.80B | 239.00M | -4.35B |
| Operating Cash Flow | 0.00 | 13.58B | 9.76B | 18.45B | 3.74B | -354.00M |
| Investing Cash Flow | 0.00 | -3.59B | 3.96B | -2.08B | 6.67B | 2.01B |
| Financing Cash Flow | 0.00 | -12.37B | -9.29B | -13.37B | -10.01B | -812.00M |
Tachi-S Co Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
80 Outperform | ¥81.01B | 7.52 | 9.57% | 4.77% | -1.64% | 8.09% | |
79 Outperform | ¥474.96B | 14.29 | ― | 1.60% | 1.58% | -25.77% | |
77 Outperform | ¥270.54B | 9.22 | ― | 3.36% | 6.29% | 21.23% | |
74 Outperform | ¥99.50B | 6.27 | ― | 3.88% | 0.74% | 146.72% | |
65 Neutral | ¥219.44B | 26.60 | ― | 4.95% | 0.39% | 24.56% | |
63 Neutral | ¥400.07B | 18.92 | 4.95% | 3.70% | 7.17% | 12.68% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% |
* Consumer Cyclical Sector Average
JP:7239
Tachi-S Co
2,355.00
499.30
26.91%
JP:3116
Toyota Boshoku
2,248.50
-94.07
-4.02%
JP:6995
TOKAI RIKA CO., LTD.
3,120.00
575.32
22.61%
JP:7241
Futaba Industrial Co., Ltd.
1,115.00
201.02
21.99%
JP:7313
TS Tech Co., Ltd.
1,843.00
71.90
4.06%
JP:7988
Nifco Inc.
5,063.00
877.70
20.97%
Tachi-S Co Corporate Events
Tachi-S Delivers Strong Q1 Earnings but Keeps Cautious Full-Year Outlook
Aug 5, 2026
In the first quarter of FY2026, Tachi-S Co. posted net sales of ¥66.6 billion, up 4.2% year on year, while operating income surged nearly 80% and ordinary income rose 146.6%, lifting net income attributable to owners of the parent to ¥1....
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.