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Home/Stocks/7011.T
TSE · Japan · Specialty Industrial Machinery

7011.T Mitsubishi Heavy Industries

Heavy-duty gas turbines

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
¥3,500.0
−3.15% today
1W
−7.4%
1M
−10.6%
3M
−9.8%
YTD
−8.3%
1Y
−12.7%
Off 52w high
−32.2%
Next earnings (est.): 2026-11-06
Market cap¥12.14T≈ $77.44B
P/E (trailing)42.0Forward 39.0
EV / sales2.2×EV/EBITDA 16.4×
Revenue (TTM)¥5.13TGrowth 0.0% y/y
Margins22.1%gross · op 10.6%
Free cash flow¥1.06TCash ¥1.68T · debt ¥854B
Analyst target¥5,468.8+56.2% upside · 16 analysts · strong buy
Riskβ 0.38Short — of float · yield 0.81%

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

7011.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 40.08 vs 23.93 expected (+67.5% surprise).

  2. 7
    2026-05-12EarningsBeat / raise

    Reported EPS 36.05 vs 26.13 expected (+38.0% surprise).

  3. 6
    2026-02-03EarningsBeat / raise

    Reported EPS 28.6 vs 20.64 expected (+38.5% surprise).

  4. 5
    2025-11-06EarningsMiss / cut

    Reported EPS 13.89 vs 16.86 expected (-17.6% surprise).

  5. 4
    2025-08-05EarningsBeat / raise

    Reported EPS 20.32 vs 18.75 expected (+8.3% surprise).

  6. 3
    2025-05-09EarningsMiss / cut

    Reported EPS 21.83 vs 31.17 expected (-30.0% surprise).

  7. 2
    2025-02-03EarningsMiss / cut

    Reported EPS 19.35 vs 20.58 expected (-6.0% surprise).

  8. 1
    2024-11-04EarningsMiss / cut

    Reported EPS 13.33 vs 15.4 expected (-13.4% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-0423.9340.08+67.5%
2026-05-1226.1336.05+38.0%
2026-02-0320.6428.6+38.5%
2025-11-0616.8613.89−17.6%
2025-08-0518.7520.32+8.3%
2025-05-0931.1721.83−30.0%
2025-02-0320.5819.35−6.0%
2024-11-0415.413.33−13.4%
2024-08-0513.718.53+35.3%
2024-05-0726.824.99−6.8%
2024-02-0516.3213.72−15.9%
2023-11-0511.8911.53−3.0%
2023-05-0911.7119.06+62.8%
2023-02-0610.693.66−65.7%
2022-10-314.810.4+116.8%
2022-05-1116.7718.92+12.8%
2022-02-067.6811.3+47.2%
2021-10-284.74-0.17−103.6%
2021-08-014.913.77−23.3%
2021-05-09-24.3411.11+145.7%
2021-02-0428.8417.97−37.7%
2020-10-30-5.680.24+104.3%
2020-08-03-5.06-17.23−240.6%
2017-05-0831.029.47−4.9%

About Mitsubishi Heavy Industries

Website ↗

Mitsubishi Heavy Industries, Ltd. engages in the development, manufacture, and sale of energy systems in Japan, the United States, Asia, Europe, Central and South America, Africa, the Middle East, and internationally. It operates through Energy Systems; Plants & Infrastructure Systems; Logistics, Thermal & Drive Systems; and Aircraft, Defense & Space segments. The company offers thermal power generation systems, such as gas turbine combined cycle and steam power systems; nuclear power generation systems, including light-water reactors, nuclear fuel cycle and advanced solutions; wind power generators; engines for aircrafts; compressors; and marine machinery. It also provides metals machinery; commercial ships; engineering systems, such as transportation system and chemical plant; environmental systems; and machinery systems include paper converting machinery, intelligent transport systems…

78,793 employees · Chiyoda, Japan

Three OEMs make nearly all heavy-duty gas turbines. Slot reservations stretch years out and set the pace for new firm generation.

Gas supply→Turbine→Plant→Grid

What would prove us wrong. Weakens if turbine slot reservations are cancelled or pricing per kW falls.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
GEV
GE Vernova
Gas turbines, grid equipment and SMRs $858.4+5.32%−10.4%+31.6%
ENR.DE
Siemens Energy
Gas turbines and grid technology €123.2+3.77%−13.6%+2.7%
CAT
Caterpillar
Recip gensets and Solar Turbines for onsite power $695.6+1.25%−15.3%+22.2%

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.