Murata Manufacturing Co., Ltd.
CIK ISIN:US6264251025
reports in JPY
Murata Manufacturing's latest quarter beat street estimates, but the headline surprise percentages understate the real news: management raised full-year revenue guidance by 7.7% and operating profit guidance by 13.2%, language that signals a supply-demand cycle the market is still pricing as flat. The variant view is that passives investors keep anchoring on Murata's two-year revenue plateau while the margin trajectory and the guide say the cycle has already turned.
read the full report →Murata Manufacturing Co., Ltd. reported results (Jul 31, 2026). EPS came in at ¥0.14 against a ¥0.12 consensus, beat by 16.7%. Revenue was ¥502.3B versus ¥3.0B expected, far above expectations.
read the full report →Murata Manufacturing Co., Ltd. (MRAAY) reported a mixed quarter, with EPS beating estimates by 30% while revenue fell short by 0.3%. The company's guidance and capital expenditure plans suggest a continued focus on growth and efficiency.
read the full report →Murata Manufacturing Co., Ltd. cleared the street on revenue by +13.6%, but the investable message is not a simple demand acceleration call. The variant view is that the print rewards margin and utilization discipline more than volume chasing: orders and backlog improved, yet management kept production inside a 90% to 95% utilization framework, implying the upside matters only if it converts into price/mix and inventory control rather than another passives restocking head fake.
read the full report →Murata Manufacturing Co., Ltd. cleared the street by +12.9% on revenue, but the actionable signal is the combination of 90 to 95% MLCC utilization, a 42.8% gross margin, and management’s willingness to contemplate capacity growth above its prior annual target. The market may treat the print as a cyclical passives rebound; the variant view is that mix and utilization are already tightening enough to make the next risk not demand disappointment, but whether Murata can add capacity without giving back margin.
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| Manager | Move | Position $ | % of book | Δ shares QoQ |
|---|---|---|---|---|
| BOSTON COMMON ASSET MANAGEMENT, LLC | TRIM | $6 M | 0.3% | -36,910 |
| FNY INVESTMENT ADVISERS, LLC | NEW | $1 M | 0.4% | +29,400 |
| GAMMA INVESTING LLC | ADD | $732 K | 0.0% | +1,723 |
| ALTA CAPITAL MANAGEMENT LLC/ | TRIM | $366 K | 0.0% | -18,247 |
| FY | Period End | Revenue | Pretax Inc | Margin | YoY Pretax |
|---|---|---|---|---|---|
| 2026 | 2026-03-31 | $12.9 B | $2.2 B | 16.9% | + 7.5% |
| 2025 | 2025-03-31 | $11.5 B | $2.0 B | 17.5% | + 27.2% |
| 2024 | 2024-03-31 | $11.4 B | $1.7 B | 14.6% | -21.5% |
| 2023 | 2023-03-31 | $12.5 B | $2.3 B | 18.1% | -29.5% |
| 2022 | 2022-03-31 | $16.1 B | $3.9 B | 23.9% | + 36.8% |
| 2021 | 2021-03-31 | $15.4 B | $3.0 B | 19.4% | + 24.6% |
| 2020 | 2020-03-31 | $14.1 B | $2.3 B | 16.6% | -5.0% |
| 2019 | 2019-03-31 | $14.2 B | $2.4 B | 17.0% | + 59.3% |