Daily
AI Infrastructure Daily: everything that happened across chips, memory, power, data centers and financing in a 3-minute read, every weekday. Free. Read today's →
NVDA$204.6−4.22%TSM$406.1−5.95%SK hynix₩1,418,000−7.08%Samsung Electronics₩225,000−3.02%MU$884.7−5.30%ASML$1,565.9−6.55%AVGO$326.1−5.48%LITE$840.7−8.57%COHR$210.3−11.34%ANET$168.9−8.34%GEV$857.9−3.38%ETN$370.0−6.03%VRT$232.5−5.46%CEG$262.4−0.83%VST$138.4−1.83%PWR$620.7−2.27%HD Hyundai Electric₩424,500−3.63%MP$39.57−4.97%FCX$62.47−5.55%CCJ$76.91−7.88%MSFT$521.9−1.55%META$615.0−1.53%CRWD$250.4−4.10%SMH$522.5−6.98%SPY$755.7−1.77%
Home/Stocks/6471.T
TSE · Japan · Auto Parts

6471.T NSK

Precision bearings and ball screws

Downtrend Trading below its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-30
¥1,002.5
−2.72% today
1W
+1.4%
1M
−8.7%
3M
−7.0%
YTD
+5.9%
1Y
+38.5%
Off 52w high
−26.6%
Next earnings (est.): 2026-10-29
Market cap¥491B≈ $3.11B
P/E (trailing)16.1Forward 17.2
EV / sales0.3×EV/EBITDA 2.9×
Revenue (TTM)¥972BGrowth 30.6% y/y
Margins21.4%gross · op 5.6%
Free cash flow¥47.63BCash ¥210B · debt ¥0
Analyst target¥1,316.0+31.3% upside · 5 analysts · hold
Riskβ 0.53Short — of float · yield 3.3%

Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.

6471.T · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-10-28EarningsBeat / raise

    Reported EPS 18.65 vs 15.32 expected (+21.8% surprise).

  2. 7
    2026-07-29EarningsBeat / raise

    Reported EPS 19.83 vs 14.11 expected (+40.5% surprise).

  3. 6
    2026-05-12EarningsBeat / raise

    Reported EPS 19.06 vs 12.18 expected (+56.5% surprise).

  4. 5
    2026-02-03EarningsBeat / raise

    Reported EPS 8.63 vs 6.34 expected (+36.1% surprise).

  5. 4
    2025-11-04EarningsBeat / raise

    Reported EPS 16.84 vs 5.15 expected (+227.2% surprise).

  6. 3
    2025-07-30EarningsMiss / cut

    Reported EPS 2.22 vs 5.63 expected (-60.5% surprise).

  7. 2
    2025-05-12EarningsMiss / cut

    Reported EPS 13.74 vs 13.9 expected (-1.1% surprise).

  8. 1
    2025-01-30EarningsMiss / cut

    Reported EPS 4.01 vs 6.34 expected (-36.8% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-10-2815.3218.65+21.8%
2026-07-2914.1119.83+40.5%
2026-05-1212.1819.06+56.5%
2026-02-036.348.63+36.1%
2025-11-045.1516.84+227.2%
2025-07-305.632.22−60.5%
2025-05-1213.913.74−1.1%
2025-01-306.344.01−36.8%
2023-05-115.8514.59+149.4%
2023-01-3114.049.55−32.0%
2022-10-309.559.18−3.9%
2022-07-2810.332.57−75.1%
2022-05-0918.248.84−51.5%
2022-01-3026.897.96−70.4%
2021-10-3115.896.12−61.5%
2021-07-2915.049.43−37.3%
2021-05-108.4916.2+90.8%
2021-02-019.928.47−14.6%
2020-11-02-5.28-5.04+4.5%
2020-08-03-13.45-18.94−40.8%
2020-06-016.812.23−67.2%
2020-01-307.578.7+14.9%
2019-10-299.285.81−37.4%
2019-07-2816.817.26+2.7%

About NSK

Website ↗

NSK Ltd., together with its subsidiaries, manufactures and sells industrial machinery bearings, automotive products, and precision equipment and parts worldwide. The company's products include ball bearings; roller bearings; bearing units; super precision bearings; bearings for steel industry, mining and construction, papermaking machines, and pumps and compressors; and bearings for special environments, including sanitary, corrosion-resistant, vacuum, cleanroom, high-temperature, non-magnetic requirement, and dust-contaminated environments. It also provides automotive products, which comprise chassis products, such as electric power steerings, steering column and intermediate shafts, brake systems, and hub unit bearings; electrification Products; and power train products comprising engine parts and electrical accessories, automatic and manual transmission, differential gear and propelle…

26,214 employees · Tokyo, Japan

Humanoids use planetary roller screws and precision bearings in quantity. Roller-screw capacity is small and specialised.

Steel→Bearing / screw→Actuator→Joint

What would prove us wrong. Strengthens if humanoid programmes report screw supply as a gating item.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
6481.T
THK
Linear guides and screws ¥5,727.0−3.49%−13.7%+44.8%
SKF-B.ST
SKF
Bearings and linear motion kr 275.2−1.61%+4.4%+15.4%
SHA0.DE
Schaeffler
Bearings and humanoid actuators €5.81−3.65%−6.7%−27.9%
TKR
Timken
Bearings and power transmission $110.9−3.42%−6.8%+33.0%
RBC
RBC Bearings
Precision bearings $462.2−6.76%−9.1%+3.1%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.