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Toyota-group maker of transmissions, drivetrain, brake and body parts for automakers worldwide.
Toyota-group maker of transmissions, drivetrain, brake and body parts for automakers worldwide.
Supplies automakers parts on multi-year programmes tied to each new car model, so revenue follows Toyota's production. Created in 2021 by merging Aisin Seiki and Aisin AW, with Toyota group companies as its largest shareholders. Revenue is mostly from Japan and Asia.
In one line: A Toyota-affiliated BorgWarner/Aptiv.
Moat: narrow (customer qualification, process know-how, scale). Toyota keiretsu relationship secures core business; margins pressured by EV transition and non-captive competition.
Headquarters: Kariya, Japan · Founded: 1965 · Employees: 113,292
Size Aisin (7259.T) is a Japan Consumer Discretionary company (Auto Parts: OEM) with a market value of $9.78B, the 140th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,141 on 6 Nov 2026.
Performance Over six months the shares fell 14.0%, against -6.5% for the median peer and +1.8% for the Japan market (cap-weighted) — 8th lowest of 21 in its peer set.
Growth Revenue grew 5.7% over the last twelve months (peer median +6.0%); the operating margin is 4.1% (peer median 9.5%).
Valuation It trades at 10.0× forward earnings against a peer median of 22.2× (4th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 0% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -8 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.3 points below its cost of capital (7.5% WACC).
Next results Next results expected around 29 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥5.30T | ¥5.12T | ¥4.90T | ¥4.91T | ¥4.40T |
| Revenue growth | — | +5% | 0% | +12% | — |
| Gross profit | ¥622B | ¥600B | ¥544B | ¥532B | ¥384B |
| EBITDA | ¥482B | ¥500B | ¥461B | ¥407B | ¥339B |
| Net income | ¥152B | ¥172B | ¥108B | ¥90.8B | ¥37.7B |
| Free cash flow | ¥144B | ¥134B | ¥121B | ¥272B | ¥25.7B |
| Capital expenditure | ¥218B | ¥260B | ¥236B | ¥244B | ¥239B |
| Total debt | ¥683B | ¥686B | ¥697B | ¥795B | ¥910B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Aisin 7259.T | $9.78B | -14% | +6% | 4% | 10.0× | -0.3% |
| Denso 6902.T | $32.5B | -1% | +7% | 7% | 12.1× | 3.4% |
| Aptiv APTV | $7.98B | -32% | -5% | 10% | 6.8× | -6.8% |
| Magna International MG.TO | $16.1B | +4% | 0% | 6% | 8.2× | 0.1% |
| BorgWarner BWA | $9.80B | -20% | 0% | 11% | 8.7× | -3.2% |
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.
| Measure | 7259.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -3.2% | +2.0% | 9th lowest of 21 |
| 6-month return | -14.0% | -6.5% | 8th lowest of 21 |
| Distance from 52-week high | -32.1% | -21.7% | 8th lowest of 21 |
| Revenue growth (TTM) | +5.7% | +6.0% | 11th highest of 21 |
| Operating margin | 4.1% | 9.5% | 4th lowest of 21 |
| Forward P/E | 10.0× | 22.2× | 4th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | -0.3% | 10.1% | 2nd least demanding of 17 |
| Growth delivered (Del g) | +7.7% | +9.3% | 8th lowest of 17 |
| Hurdle (Req g minus delivered) | -8.1 pp | -0.3 pp | 3rd least demanding of 17 |
| ROIC minus cost of capital | -2.3 pp | +2.0 pp | 6th lowest of 21 |
| EV / EBITDA | 4.2× | 10.6× | cheapest of 14 |
| Net debt / EBITDA | 0.3× | 1.1× | 6th least indebted of 14 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Aisin 7259.T | Japan | $9.78B | -14% | +6% | 4% | 10.0× | -0.3% | +7.7% |
| Donaldson DCI | United States | $9.77B | -2% | +5% | 16% | 19.5× | 8.3% | +6.4% |
| Allison Transmission ALSN | United States | $9.65B | -6% | +71% | 20% | 11.0× | 2.6% | +7.7% |
| Trelleborg TREL-B.ST | Sweden | $10.1B | +19% | +2% | 19% | 22.9× | 9.6% | +2.6% |
| Niterra 5334.T | Japan | $9.01B | +5% | +16% | 19% | 9.9× | 4.0% | +11.3% |
| Autoliv ALV | United States | $8.89B | +2% | +4% | 10% | 11.0× | 2.6% | +7.7% |
| HELLA GmbH & Co. KGaA HLE.DE | Germany | $8.26B | -7% | -1% | 5% | 34.7× | 2.4% | +6.1% |
| Ningbo Tuopu 601689.SS | China | $11.7B | -26% | +11% | 9% | 29.9× | 15.3% | +35.4% |
| UNO Minda UNOMINDA.NS | India | $8.11B | +16% | +19% | 8% | 53.6× | 46.9% | +25.0% |
| Cummins India CUMMINSIND.NS | India | $11.9B | -25% | +15% | 19% | 43.5× | 39.5% | +22.7% |
| Huayu Automotive Systems 600741.SS | China | $7.87B | -11% | +1% | 3% | 7.9× | -15.5% | +6.6% |
| Huizhou Desay SV Automotive 002920.SZ | China | $7.12B | -23% | +12% | 7% | 17.5× | n/a | n/a |
| Anhui Jianghuai Automobile 600418.SS | China | $6.48B | -60% | +23% | -2% | 44.4× | n/a | n/a |
| Zhejiang Sling Intelligent Drive 301550.SZ | China | $6.34B | +14% | +7% | 19% | 230.9× | n/a | n/a |
| Wanxiang Qianchao 000559.SZ | China | $6.24B | -22% | -4% | 8% | 36.7× | 21.2% | +4.2% |
| Bosch BOSCHLTD.NS | India | $15.8B | +34% | +14% | 12% | 49.7× | 46.8% | +15.7% |
| Kuang-Chi Technologies 002625.SZ | China | $6.05B | -52% | -7% | 20% | 21.6× | n/a | n/a |
| Sona BLW Precision Forgings SONACOMS.NS | India | $5.94B | +56% | +42% | 17% | 63.7× | 48.2% | +23.6% |
| Magna International MG.TO | Canada | $16.1B | +4% | 0% | 6% | 8.2× | 0.1% | +6.0% |
| Schaeffler SHA0.DE | Germany | $5.83B | -45% | -1% | 2% | 18.4× | 10.7% | +13.3% |
| Brembo BRE.MI | Italy | $5.62B | -11% | -3% | 7% | 13.7× | 17.3% | +10.9% |