Sekisui House, Ltd.

Sekisui House, Ltd.

SKHSF
Sekisui House, Ltd.US flagOther OTC
19.38
USD
+0.17
- -
12.56BMarket Cap
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
2026 Y
TTM
Revenue per Share
2,683.47
2,775.26
2,649.46
2,919
3,129.14
3,133.9
3,518.62
3,588.44
3,825.74
4,390.04
4,750.02
6,262.9
6,476.43
6,498.79
Basic EPS, GAAP
118.63
130.91
120.16
175.48
193.06
186.53
205.79
181.18
227.37
276.58
309.29
335.95
358.07
396.77
Free Cash Flow per Basic Share
3.19
-3.83
-45.51
30.58
148.47
103.3
432.9
153.23
51.83
49.92
-93.64
-43.39
187.04
- -
Dividend per Share
35.95
47.99
51.87
59.17
69.02
79.11
80.24
86.12
82.15
99.53
117.5
128.03
143.03
- -
Book Value per Share
899.4
964.4
998.69
1,123.65
1,202.11
1,310.74
1,441.11
1,528.96
1,688.22
1,887.22
2,041
2,268.51
2,484.57
2,452.59
Tangible Book Value per Share
1,374.91
1,542.27
1,501.76
1,591.2
1,718.79
1,706.5
1,876.73
1,978.57
2,220.42
2,422.87
2,680.81
2,772.57
3,043.98
3,077.2
Basic Weighted Avg Shares
673
689
702
694
690
689
686
682
677
667
654
648
648
648
Sales/Revenue/Turnover
1,805,102
1,912,721
1,858,879
2,026,931
2,159,363
2,160,316
2,415,186
2,446,904
2,589,579
2,928,835
3,107,242
4,058,583
4,197,922
4,212,756
Operating Margin (%)
7.31
7.66
8.05
9.09
9.06
8.76
8.5
7.62
8.89
8.93
8.72
8.16
8.13
8.48
Depreciation Expense
22,581
25,692
24,438
23,125
21,983
22,155
21,518
21,726
24,069
26,711
27,745
35,235
42,761
- -
Net Income, GAAP
79,801
90,224
84,302
121,853
133,224
128,582
141,256
123,542
153,905
184,520
202,325
217,705
232,095
257,201
Effective Tax Rate (%)
37.27
39.35
42.87
31.52
28.98
30.83
29.73
30.23
30.01
28.53
28.18
27.6
30.16
29.8
Profit Margin (%)
4.42
4.72
4.54
6.01
6.17
5.95
5.85
5.05
5.94
6.3
6.51
5.36
5.53
6.11
Working Capital
575,930
567,031
529,557
641,084
865,771
788,000
994,139
944,948
1,084,826
1,049,240
1,358,909
2,156,458
2,509,278
2,573,516
LT Debt
258,582
238,934
176,991
298,306
449,709
369,707
438,092
361,834
365,635
236,907
347,756
1,129,068
1,298,310
1,309,814
Total Equity
941,414
1,079,063
1,068,425
1,118,263
1,208,119
1,196,922
1,306,847
1,368,884
1,520,957
1,667,545
1,794,051
2,018,596
2,188,233
2,210,277
Return on Invested Capital (%)
6.69
6.29
5.53
7.69
7.68
6.82
7.4
6.52
7.71
8.29
7.8
7.26
5.88
6.22
Return on Capital (%)
8.43
8.71
7.3
9.35
9.09
8.36
8.39
7.11
8.4
9.74
10
8.5
7.31
7.99
Return on Common Equity (%)
13.89
14.21
12.35
16.46
16.55
14.84
14.93
12.16
14.09
15.37
15.6
15.52
15.07
16.88

Capital Structure

FRC

in mil. unless spec.
Oct'26
Jan'26
Apr'27
ST Debt
763,754
595,364
607,474
LT Borrowings
1,180,785
1,253,525
1,266,143
LT Finance Leases
46,260
44,785
43,671
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
648
648
648
Market Capitalization
2,079,793
2,309,486
2,193,627

Working Capital

FRC

in mil. unless spec.
Oct'26
Jan'26
Apr'27
Total Current Assets
3,802,030
3,907,449
3,884,690
Cash, Cash Equivalents & STI
278,395
435,177
296,159
Accounts Receivable, Net
175,101
203,890
188,646
Inventories
1,520,335
1,533,116
1,647,142
Total Current Liabilities
1,488,654
1,398,171
1,311,174
Payables & Accruals
- -
- -
- -
ST Debt
763,754
595,364
607,474
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
7.5%
9.85%
8.4%
Free Cash Flow
-50.27%
-188.13%
-531.13%
Net Income, GAAP
11.6%
13.67%
6.61%
Sales/Revenue/Turnover
8.78%
11.81%
3.43%
Total Cash Common Dividend
10.05%
9.91%
11.74%

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2025
777,052
1,082,075
1,003,889
1,195,567
4,058,583
2026
894,044
1,121,364
920,303
1,262,211
4,197,922
2027
908,878
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2025
77.83
- -
- -
- -
335.95
2026
51.49
- -
- -
- -
358.07
2027
90.21
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2025
- -
- -
- -
- -
128.03
2026
- -
- -
- -
- -
143.03
2027
- -
- -
- -
- -
- -

Company Description

APIChat
CEO
Yoshihiro Nakai
Full Time Employees
32,265
Sector
Consumer Cyclical
Industry
Residential Construction
Address
Umeda Sky Building Tower East Osaka Japan 531-0076
IPO Date
Apr 22, 2002
Business
Sekisui House, Ltd. designs, constructs, sells, and manages detached houses, rental housing, commercial buildings, condominiums, and urban redevelopment projects in Japan and internationally. Founded in 1960 and headquartered in Osaka, Japan, the company operates through segments including custom detached houses such as its SHAWOOD wooden-framed brand; rental housing and commercial building design and construction; architecture and civil engineering works; remodeling and renovation services; real estate brokerage, subleasing, and management; condominium sales and development; and overseas businesses focused on single-family homes, land development, and apartments. It maintains factories in Tohoku, Kanto, Shizuoka, Hyogo, and Yamaguchi regions; research institutes for housing and human life; and sales offices, customer service centers, and display homes across Japan, with international operations in the United States, Australia, and Singapore. The company has delivered over 2.6 million houses cumulatively and emphasizes sustainable, high-performance homes including net-zero-energy houses (ZEH) and universal design features for lifelong housing. Subsidiaries include Sekisui House Real Estate Holdings, Ltd. for brokerage and leasing; Sekisui House Remodeling, Ltd.; and U.S. entities like Woodside Homes, Chesmar Homes, Holt Homes, and the acquired M.D.C. Holdings, Inc. (now reorganized), enabling annual supply of approximately 15,000 units across 16 U.S. states. Recent developments include the April 2024 completion of the $4.9 billion acquisition of M.D.C. Holdings, Inc., bolstering U.S. homebuilding with brands like Richmond American Homes and advancing the goal of 10,000 overseas detached homes annually by fiscal 2025; a March 2025 acquisition of shares in TSUCHIYA HOLDINGS CO., LTD.; and a September 2025 reorganization of four U.S. consolidated subsidiaries into one company with a name change for the former M.D.C. entity. Additional initiatives encompass expanded partnerships, such as with Brookfield Residential and Hankyu Hanshin Properties for Australian projects like Melrose Park; awards for SHAWOOD communities including Sommers Bend at The Nationals 2025; and sustainability recognitions like CDP A List status for forests, water, and climate.

Company News

APIChat
  • Sekisui House, Ltd. (SKHSY) Q1 2026 Earnings Conference Call Transcript