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Home/Stocks/5803.T
TSE · Japan · Conglomerates

5803.T Fujikura

High-density optical fiber and cable

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
¥3,978.0
−1.46% today
1W
−11.2%
1M
−18.7%
3M
−15.9%
YTD
+38.0%
1Y
+45.4%
Off 52w high
−49.2%
Next earnings (est.): 2026-11-10
Market cap¥6.68T≈ $42.62B
P/E (trailing)42.5Forward 13.3
EV / sales5.0×EV/EBITDA 23.7×
Revenue (TTM)¥1.32TGrowth — y/y
Margins31.0%gross · op 26.1%
Free cash flow—Cash ¥192B · debt ¥116B
Analyst target¥7,228.5+81.7% upside · 13 analysts · buy
Riskβ 0.78Short — of float · yield 0.93%

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

5803.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
    2026-08-06EarningsBeat / raise

    Reported EPS 48.58 vs 37.63 expected (+29.1% surprise).

  2. 7
    2026-05-14EarningsMiss / cut

    Reported EPS 27.32 vs 30.45 expected (-10.3% surprise).

  3. 6
    2026-02-09EarningsBeat / raise

    Reported EPS 27.05 vs 23.95 expected (+13.0% surprise).

  4. 5
    2025-11-06EarningsBeat / raise

    Reported EPS 21.64 vs 20.02 expected (+8.1% surprise).

  5. 4
    2025-08-07EarningsBeat / raise

    Reported EPS 18.92 vs 16.04 expected (+17.9% surprise).

  6. 3
    2025-05-13EarningsBeat / raise

    Reported EPS 19.35 vs 17.46 expected (+10.9% surprise).

  7. 2
    2025-02-09EarningsBeat / raise

    Reported EPS 18.34 vs 11.65 expected (+57.4% surprise).

  8. 1
    2024-11-06EarningsMiss / cut

    Reported EPS 5.81 vs 11.97 expected (-51.4% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-0637.6348.58+29.1%
2026-05-1430.4527.32−10.3%
2026-02-0923.9527.05+13.0%
2025-11-0620.0221.64+8.1%
2025-08-0716.0418.92+17.9%
2025-05-1317.4619.35+10.9%
2025-02-0911.6518.34+57.4%
2024-11-0611.975.81−51.4%
2024-08-076.811.55+69.8%
2024-05-125.639.2+63.5%
2024-02-078.126.41−21.0%
2023-11-076.58.5+30.9%
2023-08-093.436.72+96.1%
2023-05-11-3.96-3.74+5.6%
2023-02-085.68.89+58.9%
2017-02-012.543.84+50.7%
2016-07-271.66-0.06−103.8%
2016-05-09-0.17-2.18−1165.2%
2016-01-312.183.72+70.5%
2015-10-281.922.5+29.9%
2015-07-281.982.13+7.7%
2015-05-070.561.3+131.1%
2015-02-012.632.21−15.8%
2014-10-261.391.34−4.1%

About Fujikura

Website ↗

Fujikura Ltd. engages in telecommunication and power systems, electronic, and automotive products businesses in Japan, the rest of Asia, North America, Europe, and internationally. The company operates in five segments: Telecommunication Systems Business Division, Electronics Business Division, Automotive Products Business Division, Power Systems Business Division, and Real Estate Business Division. The Telecommunication Systems Business Division segment offers optical fibers, optical fiber cables, telecommunication components, optical components, fiber optic equipment, and network equipment, as well as related installation services. The Electronics Business Division segment provides flexible printed circuits, electronic wiring, HDD components, and various connectors. The Automotive Products Business Division segment offers automotive wire harnesses, and accessories, as well as related i…

50,586 employees · Tokyo, 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.

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%
5802.T
Sumitomo Electric
Optical fiber, HV cable and compound semis ¥1,768.0−3.52%−18.9%+14.0%
APH
Amphenol
Connectors and interconnect for AI racks $76.02+2.60%−9.6%+13.1%

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.