Daily
AI Infrastructure Daily: everything that happened across chips, memory, power, data centers and financing in a 3-minute read, every weekday. Free. Read today's →
NVDA$216.0+2.38%TSM$427.1+2.06%SK hynix₩1,275,000−0.16%Samsung Electronics₩213,000−1.16%MU$911.8+3.91%ASML$1,599.8+1.78%AVGO$330.6+2.76%LITE$834.8+10.40%COHR$224.3+7.18%ANET$178.9+3.81%GEV$858.4+5.32%ETN$374.6+2.31%VRT$200.1+2.98%CEG$253.7+0.12%VST$142.8+1.90%PWR$566.3+3.64%HD Hyundai Electric₩447,000−4.89%MP$37.91−1.03%FCX$65.21+0.04%CCJ$79.25+0.83%MSFT$530.4+1.12%META$638.8−0.60%CRWD$260.3+1.04%SMH$543.4+3.07%SPY$765.5+0.73%
Home/Stocks/6501.T
TSE · Japan · Conglomerates

6501.T Hitachi

Hitachi Energy transformers and HVDC

Tight + uptrend Its supply chain is tightening and the stock trades above its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
¥5,533.0
−0.52% today
1W
−4.2%
1M
+1.2%
3M
+15.7%
YTD
+14.1%
1Y
+26.7%
Off 52w high
−5.3%
Next earnings (est.): 2026-10-28
Market cap¥24.79T≈ $158B
P/E (trailing)32.9Forward 31.2
EV / sales2.2×EV/EBITDA 13.9×
Revenue (TTM)¥11.04TGrowth 20.0% y/y
Margins30.1%gross · op 10.9%
Free cash flow—Cash ¥1.88T · debt ¥1.06T
Analyst target¥6,600.0+19.3% upside · 14 analysts · buy
Riskβ 0.56Short — of float · yield 0.96%

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

6501.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
    2026-07-29EarningsBeat / raise

    Reported EPS 42.24 vs 37.49 expected (+12.7% surprise).

  2. 7
    2026-04-27EarningsMiss / cut

    Reported EPS 36.4 vs 37.68 expected (-3.4% surprise).

  3. 6
    2026-01-28EarningsMiss / cut

    Reported EPS 36.73 vs 39.36 expected (-6.7% surprise).

  4. 5
    2025-10-30EarningsBeat / raise

    Reported EPS 61.62 vs 38.41 expected (+60.4% surprise).

  5. 4
    2025-07-31EarningsBeat / raise

    Reported EPS 42.01 vs 33.29 expected (+26.2% surprise).

  6. 3
    2025-04-27EarningsMiss / cut

    Reported EPS 40.35 vs 46.27 expected (-12.8% surprise).

  7. 2
    2025-01-31EarningsMiss / cut

    Reported EPS 30.21 vs 35.27 expected (-14.4% surprise).

  8. 1
    2024-10-29EarningsMiss / cut

    Reported EPS 25.42 vs 33.46 expected (-24.0% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-07-2937.4942.24+12.7%
2026-04-2737.6836.4−3.4%
2026-01-2839.3636.73−6.7%
2025-10-3038.4161.62+60.4%
2025-07-3133.2942.01+26.2%
2025-04-2746.2740.35−12.8%
2025-01-3135.2730.21−14.4%
2024-10-2933.4625.42−24.0%
2024-07-3124.0637.87+57.4%
2024-04-2627.3931.15+13.8%
2024-01-3127.750.82+83.5%
2023-10-2629.429.87+1.6%
2023-07-2718.0914.96−17.3%
2023-04-2664.0775.51+17.9%
2023-01-3141.4325.4−38.7%
2022-10-2747.8628.3−40.9%
2022-07-2828.167.71−72.6%
2022-04-2719.727.46+39.4%
2022-02-0123.1426.56+14.8%
2021-10-2624.6641.44+68.0%
2021-07-2918.8225.3+34.4%
2021-04-2717.3340.11+131.4%
2021-02-029.3411.83+26.6%
2020-10-2712.985.69−56.1%

About Hitachi

Website ↗

Hitachi, Ltd. provides digital system and services, green energy and mobility, and connective industry solutions in Japan and internationally. It operates through Digital Systems & Services, Energy, Mobility, Connective Industries, and Others segments. The company offers system integration, consulting, cloud services, storage, servers, software, and ATMs; finance solutions, social infrastructure information systems, public IT solutions, industrial internet of things, digital engineering, control system, and cloud services; and IT products, such as data management and storage. It also provides energy power grids, clean, nuclear, renewable energy, transmission, distribution, digital service, service and consulting, and utility solutions; and railway systems, such as rolling stock, signaling, supervision, telecommunications, and ticketing and payment solutions; automotive automation, includ…

287,901 employees · Tokyo, Japan

Large power transformers are hand-built, need grain-oriented steel and copper, and have years-long lead times. Switchgear followed.

GOES steel + copper→Transformer→Switchgear→Substation

What would prove us wrong. Weakens if lead times shorten sharply as Korean, Indian and Mexican capacity arrives.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
ETN
Eaton
Electrical content per data-centre MW $374.6+2.31%−14.9%+18.6%
HUBB
Hubbell
Utility and campus electrical products $460.9+2.85%−1.2%+4.7%
SU.PA
Schneider Electric
Switchgear, power and cooling for data centres €235.7+1.86%−19.0%+1.9%
ABBN.SW
ABB
Electrification, drives and robotics CHF 69.68+2.80%−13.1%+19.4%
267260.KS
HD Hyundai Electric
Large power transformers for US utilities ₩447,000−4.89%−37.4%−41.8%
298040.KS
Hyosung Heavy Industries
Transformers with US plant ₩1,853,000−1.28%−36.5%+4.0%
010120.KS
LS Electric
Switchgear and transformers ₩152,900−2.55%−26.8%+66.9%
POWL
Powell Industries
Custom switchgear and power-control rooms $158.4+4.93%−16.4%+49.2%

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.