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← CockpitCompetitor Analysis › 6807.T Japan Aviation Electronics Industry, LimitedOpen in the cockpit ↗

Japan Aviation Electronics Industry, Limited6807.TCompetitor analysis, valuation and peers

Japan · JPY·Information Technology›Electronic Components

Connector and interface-device maker (touch panels, connectors) serving electronics, automotive and aerospace customers.

≈ A smaller Amphenol/TE Connectivity, Japan-focusedMomentum laggard 19
Mkt cap
$922M
US dollars, full cap
Free float
63%
of shares outstanding
$/day
$7.61M
20-day average traded
Fwd P/E
19.4×
forward earnings
ROIC−WACC
-3.7 pp
WACC 7.3%
Hurdle
n/a
no reverse DCF
Next earnings
82 days
27 Jan 2027
Close · JPY¥2,107
1D-8.6%
1W-16.9%
1M-24.1%
3M-9.5%
6M-12.5%
YTD-16.3%
1Y-22.7%
ATR %5.2%
52w lowhigh29.2% off high

What Japan Aviation Electronics Industry does

Connector and interface-device maker (touch panels, connectors) serving electronics, automotive and aerospace customers.

Sells connectors, small parts that join circuits, designed into customers' products years before launch, so a successful design-in brings volume for the product's life. Touch-panel modules and aerospace and defense electronics are its other lines.

In one line: A smaller Amphenol/TE Connectivity, Japan-focused.

Products and services

  • Electronic connectors
  • Touch panel modules
  • Aerospace/defense electronics

Customers

  • Consumer electronics OEMs
  • Automotive makers
  • Aerospace/defense (Japan)

Where it sits in the supply chain

  • Electronic components
  • Connectors & interface devices
  • Connectors, touch panels

What could go right

  • Data center/AI hardware growth
  • EV wiring content

What could go wrong

  • Consumer electronics cyclicality
  • Yen/raw material costs

Moat: narrow (customer qualification, process know-how). Long design-in cycles in connectors and historic aerospace/defense qualification.

Headquarters: Tokyo, Japan · Founded: 1953 · Employees: 11,908

Named competitors

Japan Aviation Electronics Industry at a glance

Size Japan Aviation Electronics Industry (6807.T) is a Japan Information Technology company (Electronic Components) with a market value of $922M, the 769th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,107 on 6 Nov 2026.

Performance Over six months the shares fell 12.5%, against -24.3% for the median peer and +1.8% for the Japan market (cap-weighted) — 8th highest of 21 in its peer set.

Growth Revenue grew 10.2% over the last twelve months (peer median +23.3%); the operating margin is 3.1% (peer median 8.6%).

Valuation It trades at 19.4× forward earnings against a peer median of 19.1× (6th most expensive of 12).

Capital Return on invested capital runs 3.7 points below its cost of capital (7.3% WACC).

Next results Next results expected around 27 Jan 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 20266807.T 88Peer median 75
Six months, rebased to 100: Japan Aviation Electronics Industry against the median of its 20 peers (local-currency closes).

Japan Aviation Electronics Industry financials

Reported figures in JPY; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue¥241B¥228B¥222B¥226B¥236B
Revenue growth—+3%-2%-4%—
Gross profit¥36.2B¥46.2B¥50.7B¥48.3B¥51.8B
EBITDA¥27.0B¥28.7B¥36.5B¥35.1B¥38.1B
Net income¥5.34B¥7.07B¥11.6B¥12.2B¥14.6B
Free cash flown/a-¥6.76B¥18.3B¥14.5B¥9.88B
Capital expendituren/a¥23.7B¥18.0B¥20.4B¥22.6B
Total debt¥39.8B¥44.1B¥37.4B¥65.0B¥10.3B

Quarterly statements and history in the cockpit →

Japan Aviation Electronics Industry competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%-25%0%+25%+50%-30%-20%-10%0%649130162861735469603489688677300252002782301321301458OS3012803013283715002885000058BSL3009640432606807.T6-month return →1-month return →
Up and to the right = strong over both horizons. Japan Aviation Electronics Industry is the large dot.

Fundamentals: revenue growth against valuation

0%+100%+200%50×100×64916173603489688677002782OS30132837156807.TRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Japan Aviation Electronics Industry is the large dot.

Japan Aviation Electronics Industry competitors and peer comparison

Head to head with its named competitors (6807.T vs 6806.T vs TEL vs APH)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Japan Aviation Electronics Industry 6807.T$922M-13%+10%3%19.4×n/a
Hirose Electric 6806.T$4.23B-4%+21%22%17.5×8.4%
TE Connectivity TEL$59.5B+1%+15%22%15.1×8.2%
Amphenol APH$184B+21%+58%29%21.6×15.7%

How Japan Aviation Electronics Industry compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Japan Aviation Electronics Industry against its 20 peers (data as of 6 Nov 2026)
Measure6807.TPeer medianRank in peer set
1-month return-24.1%-16.3%7th lowest of 21
6-month return-12.5%-24.3%8th highest of 21
Distance from 52-week high-29.2%-46.9%5th highest of 21
Revenue growth (TTM)+10.2%+23.3%5th lowest of 21
Operating margin3.1%8.6%5th lowest of 21
Forward P/E19.4×19.1×6th most expensive of 12
ROIC minus cost of capital-3.7 pp-1.3 pp7th lowest of 21
EV / EBITDA5.4×12.1×cheapest of 7
Net debt / EBITDA0.1×0.5×4th least indebted of 8

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Japan Aviation Electronics Industry 6807.TJapan$922M-13%+10%3%19.4×n/an/a
Pegavision 6491.TWTaiwan$926M+41%+18%28%13.4×-4.5%+12.1%
Shenzhen Q&D Circuits 301628.SZChina$917M-26%+37%13%n/an/an/a
Prosperity Dielectrics 6173.TWOTaiwan$927M+131%+12%20%18.4×35.6%-4.9%
HannStar Board 5469.TWTaiwan$937M-25%+32%8%n/an/an/a
Bafang Electric (Suzhou) 603489.SSChina$906M-31%+18%13%31.0×13.8%-0.8%
Qingdao NovelBeam Technology 688677.SSChina$904M-54%+11%28%30.4×22.1%+17.0%
Kingsignal Technology 300252.SZChina$941M-38%+21%0%n/an/an/a
Shenzhen Click Technology 002782.SZChina$903M-36%+10%3%13.9×18.2%+34.0%
Highbroad Advanced Material (Hefei) 301321.SZChina$902M+28%+22%0%n/a35.6%+5.8%
Juneway Electronic Technology 301458.SZChina$946M-25%+24%20%n/a36.2%+13.7%
Officina Stellare OS.MIItaly$969M+47%+239%-11%107.2×n/an/a
Zhejiang Zuch Technology 301280.SZChina$971M-24%+25%13%21.3×n/an/a
WCON Electronics 301328.SZChina$986M-3%+34%16%44.6×n/an/a
Dynamic 3715.TWTaiwan$846M-50%+43%5%16.3×n/an/a
Shenzhen Jingquanhua Electronics 002885.SZChina$840M-34%+9%4%n/a27.6%+20.6%
Shenzhen SEG 000058.SZChina$1.02B-20%-1%9%n/a9.7%+5.3%
Basler BSL.DEGermany$823M-7%+31%15%19.1×23.8%+5.7%
Hexatronic HTRO.STSweden$821M-17%+7%6%15.0×12.9%+28.3%
Jiangsu Allfavor Intelligent Circuits Technology 300964.SZChina$821M+1%+78%8%n/an/an/a
Sungho Electronics 043260.KSSouth Korea$1.04B-54%+44%4%n/an/an/a

Questions

Who are Japan Aviation Electronics Industry's main competitors?
Named competitors: Hirose Electric (6806.T), TE Connectivity (TEL), Amphenol (APH). The cockpit's measured peer set (industry) also includes Pegavision (6491.TW), Shenzhen Q&D Circuits (301628.SZ), Prosperity Dielectrics (6173.TWO), HannStar Board (5469.TW), Bafang Electric (Suzhou) (603489.SS), Qingdao NovelBeam Technology (688677.SS).
Is Japan Aviation Electronics Industry expensive compared with its peers?
On forward p/e it trades at 19.4× against a peer median of 19.1×, 6th most expensive of 12 in its peer set.
How has Japan Aviation Electronics Industry stock performed?
Over six months to 6 Nov 2026 the shares returned -12.5% against -24.3% for the median peer; over one year -22.7%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.