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★ Analysts see FY2027 revenue reaching $1.98T — +2.4% growth in a single year.
What Moves the Stock
01Global light vehicle production volumes, particularly Toyota/Lexus production schedules (North America, Japan, China markets)
02Electric power steering (EPS) penetration rates and content-per-vehicle growth as ICE and EV platforms adopt advanced steering technologies
03Raw material cost inflation (steel, aluminum, rare earth magnets) and ability to pass through costs via supplier negotiations
04Japanese Yen exchange rate movements affecting translation of overseas earnings (60%+ of revenue outside Japan)
05Chinese automotive market recovery and local OEM production ramp (JTEKT has 20+ plants in China)
06Steering Systems (~55-60% of revenue): Electric power steering (EPS), hydraulic steering, steering columns for passenger vehicles and commercial trucks
07Driveline Components (~30-35%): Constant velocity joints, propeller shafts, differentials, torque transfer devices for front-wheel and all-wheel drive systems
08Bearings & Machine Tools (~10-15%): Industrial bearings, grinding machines, machine tool systems for manufacturing applications
value - Stock trades at 0.3x P/S and 0.8x P/B, well below global auto supplier peers (Magna 0.4x P/S, BorgWarner 0.5x P/S)…
Rising interest rates negatively impact auto demand through higher financing costs for consumers (auto loans) and OEMs (working capital…
Watch on earnings: Global light vehicle production data (IHS Markit, S&P Global Mobility) for Japan, North America, China, Europe, Toyota Motor Corporation quarterly production volumes and regional mix, Steel and aluminum spot prices (Shanghai Futures Exchange, LME) as leading indicators for COGS pressure.
One Sentence Summary:
JTEKT: the story is balanced — global light vehicle production volumes, particularly toyota/lexus production schedules (north america, japan, china markets).
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.