Профиль компании · Technology

Keyence

6861 · TSE
Биржа
TSE
Страна / Регион
USA
Сотрудники
12 261
Текущая цена
¥72,260
закрытие 12 июня 2026 г.
Цена покупки
≤ ¥56,000
Вход с запасом прочности
Балл роста Baillie
51/100
Средний
Внутренняя стоимость · три уровня Текущая цена ¥72,260 · В пределах справедливого диапазона внутренней стоимости

Сводный диапазон оценки · консервативный ¥48,000–¥56,000 / справедливый ¥61,000–¥74,000 / оптимистичный ¥80,000–¥92,000. При ¥72,260, В пределах справедливого диапазона внутренней стоимости.

Капитализация119,41 млрд $
Выручка (TTM)1,17 трлн $
EBITDA612,99 млрд $
Чистая маржа38,07 %
ROE13,14 %
P/E (TTM)42,74
Прогнозный P/E38,91
PEG3,1
Прибыль на акцию11,52 $
Дивидендная доходность0,7 %
Диапазон за 52 недели301,41 $ – 553,19 $

Данные EODHD, показаны в валюте отчётности; только для справки, не является инвестиционной рекомендацией.

Keyence Corporation, together with its subsidiaries, manufactures and sells electronic application equipment. It offers photoelectric, fiber optic, laser, positioning, vision, and inductive proximity sensors; network communication units; measurement sensors, such as laser displacement and profiler/3D laser snapshot sensors, optical/laser micrometers, inductive displacement sensors, 3D interference measurement sensors, spectral interference displacement sensors, inductive displacement sensors, and LVDT/contact displacement sensors. It also provides machine vision systems and sensors; pressure, flow, level, temperature sensors, and flow meters; and safety equipment consists of light curtains, interlock switches, laser scanners, and controllers. In addition, the company provides microscopes, including digital microscopes, laser-based elemental analyzers, all-in-one fluorescence microscopes, 3D surface profilers, and automated colony counters; and optical metrology systems, include image dimension and multisensor measurement systems. Further, it offers 3D measurement systems comprising 3D scanners, wide area CMMs, handheld probe coordinate measuring machines, and 3D optical profilometers and surface profilers; and control products, include programmable logic controllers, micro/small PLCs, HMIs, servo motors/systems, and other controls. The company provides marking/coding products, such as 3-axis hybrid and CO2 laser markers, continuous inkjet printers, 3-axis fiber and UV laser markers, case coders, UV laser coders, and telecentric green laser markers; barcode readers comprising AI-powered scan tunnel systems, logistics, 1D/2D readers, rugged industrial handheld readers, handheld DPM readers, and handheld code readers; and mobile and handheld computers. It offers data acquisition systems, such as multi-input data loggers; static eliminators/ionizers and electrostatic sensors; and Navigation RPA. The company was founded in 1972 and is headquartered in Osaka, Japan.

История

Per the company's official corporate history, Keyence's legal entity was founded in 1974 as the predecessor Lead Denki (リード電機), and was renamed "Keyence" (キーエンス) in 1986 to unify its brand and trade name. It established a US subsidiary in 1985, listed on the Osaka Securities Exchange Second Section in 1987 and the Tokyo Stock Exchange Second Section in 1989, then was promoted to the First Sections of both the Tokyo and Osaka markets in 1990, the same year it set up a German entity; a China entity followed in 2001 and the Osaka Takatsuki logistics center was completed in 2007. In 2026, founder Takemitsu Takizaki (滝崎武光) retired as a director at the June 12 shareholders' meeting upon term expiry and became honorary chairman, while the company raised its dividend and added a board-resolution share buyback clause to its articles. The source notes a conflict on origins: official lineage uses 1974, while some Japanese business media trace the founding team's earlier activity to around 1972; the report adopts the official 1974 date.

Положение в отрасли

Keyence is a Japanese industrial-automation equipment maker headquartered in Osaka with 12,261 employees, operating a fabless (no large in-house factories) plus direct-sales model spanning FA sensors, machine vision, measuring instruments, microscopes, laser marking, and barcode readers, reported as a single business segment. In FY2026 it posted revenue of 1,169.289 billion JPY (11,692.89 oku yen), up 10.4% year over year, with operating profit of 595.759 billion JPY (5,957.59 oku yen) and an operating margin of 51.0%, alongside an equity ratio of 94.6%. Products launched within the prior two years contribute 10%-20% of sales and about 70% of new products are world-first or industry-first, while FY2026 R&D of about 32.9 billion JPY (329 oku yen) is roughly 2.8% of revenue. The source compares it with Cognex (pure machine vision), Omron (diversified automation), Hexagon (measurement plus software), and Renishaw (precision-measurement niche).

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