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Home/Stocks/6976.T
TSE · Japan · Electronic Components

6976.T Taiyo Yuden

MLCCs and inductors

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-30
¥8,553.0
−7.34% today
1W
+2.3%
1M
−8.3%
3M
−16.4%
YTD
+145.5%
1Y
+145.0%
Off 52w high
−62.1%
Next earnings (est.): 2026-11-05
Market cap¥1.13T≈ $7.19B
P/E (trailing)68.7Forward 45.7
EV / sales3.2×EV/EBITDA 16.4×
Revenue (TTM)¥364BGrowth 10.7% y/y
Margins23.4%gross · op 5.0%
Free cash flow—Cash ¥98.53B · debt ¥148B
Analyst target¥15,325+79.2% upside · 16 analysts · buy
Riskβ 1.57Short — of float · yield 0.98%

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

6976.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
    2026-08-05EarningsMiss / cut

    Reported EPS 19.82 vs 36.74 expected (-46.0% surprise).

  2. 7
    2026-05-07EarningsBeat / raise

    Reported EPS 17.42 vs 12 expected (+45.1% surprise).

  3. 6
    2026-02-06EarningsBeat / raise

    Reported EPS 56.7 vs 33.06 expected (+71.5% surprise).

  4. 5
    2025-11-05EarningsBeat / raise

    Reported EPS 51.39 vs 40.19 expected (+27.9% surprise).

  5. 4
    2025-08-05EarningsMiss / cut

    Reported EPS -7.02 vs 10.29 expected (-168.2% surprise).

  6. 3
    2025-05-08EarningsMiss / cut

    Reported EPS -46.82 vs -23.09 expected (-102.8% surprise).

  7. 2
    2025-02-07EarningsBeat / raise

    Reported EPS 36.88 vs 26.21 expected (+40.7% surprise).

  8. 1
    2024-11-07EarningsMiss / cut

    Reported EPS -22.01 vs 36.75 expected (-159.9% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-0536.7419.82−46.0%
2026-05-0712.017.42+45.1%
2026-02-0633.0656.7+71.5%
2025-11-0540.1951.39+27.9%
2025-08-0510.29-7.02−168.2%
2025-05-08-23.09-46.82−102.8%
2025-02-0726.2136.88+40.7%
2024-11-0736.75-22.01−159.9%
2024-08-0718.950.62+167.8%
2024-05-0715.9337.25+133.9%
2024-02-0749.42.21−95.5%
2023-11-0716.3920.04+22.3%
2023-08-030.697.25+953.0%
2023-05-0927.28-29.18−207.0%
2023-02-0780.2615.83−80.3%
2022-11-13104.04101.47−2.5%
2022-08-0390.0998.2+9.0%
2022-05-0973.49100.07+36.2%
2022-02-0396.67106.79+10.5%
2021-11-0496.5123.27+27.7%
2021-08-0472.68103.33+42.2%
2021-05-1260.8570.03+15.1%
2021-02-0763.766.8+4.9%
2020-11-0844.6854.97+23.0%

About Taiyo Yuden

Website ↗

Taiyo Yuden Co., Ltd. develops, manufactures, and sells electronic components in Japan, North America, China, Europe, Hong Kong, Taiwan and internationally. The company provides products, such as multilayer ceramic capacitors, inductors, high frequency devices, RF devices, and aluminum electrolytic capacitors, as well as conductive polymer hybrid aluminum electrolytic capacitors. Taiyo Yuden Co., Ltd. was incorporated in 1950 and is headquartered in Tokyo, Japan.

20,604 employees · Tokyo, Japan

An AI server board uses many times the capacitors of a normal server, and the high-capacitance, high-temperature parts come mainly from Murata and Samsung Electro-Mechanics.

Ceramic powder→MLCC→Board→Server

What would prove us wrong. Weakens if lead times stay flat while AI server builds keep rising.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
6981.T
Murata Manufacturing
Largest MLCC maker; high-cap parts for AI servers ¥6,358.0−7.72%−19.0%+98.6%
009150.KS
Samsung Electro-Mechanics
MLCCs and FC-BGA substrates ₩1,196,000−7.50%−21.7%+369.0%
6762.T
TDK
Passive components, MLCCs and power supplies ¥2,572.0−7.22%−13.7%+18.2%
2327.TW
Yageo
Capacitors and resistors (incl. KEMET) NT$502.0−7.55%−8.4%+118.9%
2492.TW
Walsin Technology
MLCCs and passives NT$381.0−9.93%+26.2%+227.4%

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.