Mitsubishi Heavy Industries, or MHI, reported 15% year-over-year sales growth to JPY 1.19 trillion and business profit of JPY 159.6 billion in the June quarter. It raised order guidance to JPY 7 trillion while retaining sales and business profit guidance. Shares trade 5% above the pre-result level.
Structural tightness in gas turbine supply drives durable pricing power and higher-margin long-term service agreement growth, lifting energy systems’ operating margin close to 20%.
Gas turbine demand normalizes after the current surge, leading to renewed pricing pressure and weaker margin expansion.
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Metric
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7011
|
LMT
|
GEV
|
|---|---|---|---|
Price/Earnings (Normalized) | 36.67 | 18.55 | 86.18 |
Price/Book Value | 4.06 | 13.78 | 20.98 |
Price/Sales | 2.95 | 1.58 | 6.20 |
Price/Cash Flow | 22.08 | 13.18 | — |
|
Metric
|
7011
|
LMT
|
GEV
|
|---|---|---|---|
Quick Ratio | 0.83 | 0.97 | 0.60 |
Current Ratio | 1.28 | 1.19 | 0.85 |
Interest Coverage | 22.65 | 7.68 | — |
|
Metric
|
7011
|
LMT
|
GEV
|
|---|---|---|---|
Return on Assets (Normalized) | — | 10.94% | 9.02% |
Return on Equity (Normalized) | — | 95.35% | 54.00% |
Return on Invested Capital (Normalized) | — | 26.61% | 39.81% |
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1-Day Chart
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Morningstar Rating for Stocks
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