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Home/Stocks/5802.T
TSE · Japan · Auto Parts

5802.T Sumitomo Electric

Optical fiber, HV cable and compound semis

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) · 2026-10-26
¥1,768.0
−3.52% today
1W
−14.7%
1M
−18.9%
3M
−27.2%
YTD
+14.0%
1Y
+59.0%
Off 52w high
−48.9%
Next earnings (est.): 2026-10-30
Market cap¥5.72T≈ $36.46B
P/E (trailing)16.7Forward 8.3
EV / sales1.2×EV/EBITDA 9.4×
Revenue (TTM)¥5.29TGrowth 15.9% y/y
Margins20.5%gross · op 7.3%
Free cash flow—Cash ¥265B · debt ¥738B
Analyst target¥3,253.6+84.0% upside · 11 analysts · buy
Riskβ 0.85Short — of float · yield 2.4%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

5802.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
    2026-07-30EarningsMiss / cut

    Reported EPS 21.29 vs 21.72 expected (-2.0% surprise).

  2. 7
    2026-05-12EarningsBeat / raise

    Reported EPS 61.64 vs 45.06 expected (+36.8% surprise).

  3. 6
    2026-02-03EarningsBeat / raise

    Reported EPS 25.41 vs 20.95 expected (+21.3% surprise).

  4. 5
    2025-10-30EarningsBeat / raise

    Reported EPS 20.14 vs 13.44 expected (+49.8% surprise).

  5. 4
    2025-07-30EarningsBeat / raise

    Reported EPS 11.26 vs 10.94 expected (+2.9% surprise).

  6. 3
    2025-05-13EarningsBeat / raise

    Reported EPS 25.68 vs 15.55 expected (+65.2% surprise).

  7. 2
    2025-02-03EarningsMiss / cut

    Reported EPS 12.16 vs 14.46 expected (-15.9% surprise).

  8. 1
    2024-11-01EarningsBeat / raise

    Reported EPS 14.1 vs 11.13 expected (+26.7% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-07-3021.7221.29−2.0%
2026-05-1245.0661.64+36.8%
2026-02-0320.9525.41+21.3%
2025-10-3013.4420.14+49.8%
2025-07-3010.9411.26+2.9%
2025-05-1315.5525.68+65.2%
2025-02-0314.4612.16−15.9%
2024-11-0111.1314.1+26.7%
2024-07-317.9810.18+27.6%
2024-05-0917.0823.25+36.1%
2024-02-0412.1416.19+33.3%
2023-11-015.897.94+34.7%
2023-08-015.590.62−89.0%
2023-05-1115.8218.31+15.7%
2023-02-018.166.57−19.6%
2022-11-018.04.74−40.8%
2022-08-024.386.51+48.4%
2022-05-109.8314.33+45.7%
2022-02-028.526.17−27.6%
2021-11-014.92.94−40.0%
2021-08-024.147.44+79.9%
2021-05-138.4117.42+107.1%
2021-02-026.2514.06+124.9%
2020-05-1810.366.77−34.7%

About Sumitomo Electric

Website ↗

Sumitomo Electric Industries, Ltd. manufactures and sells various materials in Japan and internationally. It operates in Environment and Energy, Infocommunications, Automotive, Electronics, and Industrial Materials and Others segments. It offers vanadium redox flow battery, high voltage cable, sEMSA, industrial electric wires and cables, traveling cable, railway and transport machinery products, aluminum materials, heat shrink tubing and heat-resistant tubing/tapes, thermal control devices, and water treatment membrane; and fiber optic, fusion splicer and accessories, data center solutions, remote monitoring of FTTx distribution line, NanoPlug, CATV systems, set top box, optical and wireless devices, AirMT, non-contact multi-fiber interconnect, and low profile fiber-array. The company also provides electric wires and cables for automobiles, components for wiring harnesses, electronics, H…

302,972 employees · Chuo, Japan

AI halls use many times the fiber of a conventional data centre. High-density fiber and connectors became capacity-constrained alongside optics.

Glass preform→Fiber→Cable→Connector

What would prove us wrong. Weakens if fiber pricing softens with new capacity while AI builds continue.

HVDC and extra-high-voltage cable comes from a handful of European and Japanese plants with order books reaching into the 2030s.

Copper / aluminium→Extrusion→HV cable→Interconnector

What would prove us wrong. Weakens if HV backlogs fall while grid capex plans hold.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
GLW
Corning
Optical fiber and connectivity for AI halls $127.9+3.38%−18.4%+46.8%
5803.T
Fujikura
High-density optical fiber and cable ¥3,978.0−1.46%−18.7%+38.0%
APH
Amphenol
Connectors and interconnect for AI racks $76.02+2.60%−9.6%+13.1%
PRY.MI
Prysmian
HV/HVDC and subsea cable leader €102.9+3.86%−15.9%+20.0%
NEX.PA
Nexans
HV and subsea cable €117.6+3.52%−13.3%−4.8%
NKT.CO
NKT
HVDC cable kr 821.0+1.86%−10.6%+2.8%

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.