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Home/Stocks/6481.T
TSE · Japan · Specialty Industrial Machinery

6481.T THK

Linear guides and screws

Downtrend Trading below its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
¥5,522.0
−0.88% today
1W
−11.3%
1M
−11.4%
3M
−21.8%
YTD
+39.6%
1Y
+33.0%
Off 52w high
−31.8%
Next earnings (est.): 2026-11-13
Market cap¥624B≈ $3.98B
P/E (trailing)25.8Forward 28.5
EV / sales3.0×EV/EBITDA 11.5×
Revenue (TTM)¥215BGrowth -10.2% y/y
Margins38.5%gross · op 18.1%
Free cash flow¥36.49BCash ¥117B · debt ¥140B
Analyst target¥8,251.7+49.4% upside · 12 analysts · none
Riskβ 0.76Short — of float · yield 3.49%

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

6481.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
    2026-08-04EarningsBeat / raise

    Reported EPS 261.09 vs 89.25 expected (+192.6% surprise).

  2. 7
    2026-05-11EarningsMiss / cut

    Reported EPS 40.09 vs 44.85 expected (-10.6% surprise).

  3. 6
    2026-02-12EarningsMiss / cut

    Reported EPS -665.04 vs 48.03 expected (-1484.8% surprise).

  4. 5
    2025-11-11EarningsMiss / cut

    Reported EPS 13.66 vs 41.61 expected (-67.2% surprise).

  5. 4
    2025-08-05EarningsMiss / cut

    Reported EPS 29.97 vs 40.87 expected (-26.7% surprise).

  6. 3
    2025-05-08EarningsMiss / cut

    Reported EPS 2.75 vs 23.67 expected (-88.4% surprise).

  7. 2
    2025-02-11EarningsMiss / cut

    Reported EPS 10.21 vs 47.39 expected (-78.5% surprise).

  8. 1
    2024-11-11EarningsMiss / cut

    Reported EPS 16.13 vs 31.21 expected (-48.3% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-0489.25261.09+192.6%
2026-05-1144.8540.09−10.6%
2026-02-1248.03-665.04−1484.8%
2025-11-1141.6113.66−67.2%
2025-08-0540.8729.97−26.7%
2025-05-0823.672.75−88.4%
2025-02-1147.3910.21−78.5%
2024-11-1131.2116.13−48.3%
2024-05-097.4915.99+113.6%
2024-02-142.135.27+1579.5%
2023-11-1020.9516.57−20.9%
2023-08-0836.0642.02+16.5%
2023-05-1551.0456.22+10.2%
2023-02-1358.93-17.15−129.1%
2022-11-0755.1372.97+32.4%
2022-08-0944.1660.95+38.0%
2022-05-1148.655.9+15.0%
2022-02-0962.5679.94+27.8%
2021-11-1156.1842.61−24.2%
2021-08-0546.4238.1−17.9%
2021-05-1333.9921.32−37.3%
2021-02-0915.1-51.36−440.2%
2020-11-11-1.07-1.06+1.4%
2020-08-066.8-5.55−181.6%

About THK

Website ↗

THK Co., Ltd. engages in the manufacture and sale of mechanical components in Japan, the Americas, Europe, China, and intentionally. The company provides linear motion (LM) guides, ball screws, ball splines, LM guide actuators, cross roller rings/ double row angular contact ring, electric and linear actuators, cam and roller followers, linear bushes, LM strokes, slide packs, slide rails, cross-roller guides and tables, linear ball slides, LM and flat rollers, spline nuts, screw nuts, change nuts, precision linear packs, link balls, rod ends, spherical plain bearings, lubrication accessories, and seismic isolation products. Its products are used in various applications, including machine tools, general industrial machinery, precision instruments, semiconductor and LCD manufacturing equipment, industrial robots, electronic devices, and transport systems, as well as in construction, aerospa…

13,036 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
6471.T
NSK
Precision bearings and ball screws ¥995.6+0.69%−7.9%+5.2%
SKF-B.ST
SKF
Bearings and linear motion kr 275.4+2.19%+2.6%+15.5%
SHA0.DE
Schaeffler
Bearings and humanoid actuators €5.69+5.57%−14.2%−29.4%
TKR
Timken
Bearings and power transmission $111.6+2.05%−5.0%+33.8%
RBC
RBC Bearings
Precision bearings $478.4+1.35%−5.5%+6.7%

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.