Consumer Vehicles and Parts

DENSO CORPORATION

DENSO Developing Efficient Electrification Products for Toyota's bZ4X

Denso and Tokyo University Launch AI-based Sustainable Production System Program

DENSO CORPORATION Acquires Axia Vegetable Seeds B.V.

Denso et al. Establish BlueRebirth Council to Promote Automotive Circular Economy

DENSO Employees Earn CADIA Influence Award

Denso to Repurchase up to 280 Million Shares

Denso and Rohm Form Strategic Partnership in Semiconductor Field

DENSO Announces Fiscal Year 2025 Results and Future Outlook

DENSO Launches MobiQTM Technology

6902

DENSO (TSE:6902) has shown short-term share price strength, outperforming the broader auto parts sector over the past week. Despite a year-to-date decline, its long-term momentum remains positive. Currently trading at a 15.9x price-to-earnings ratio, DENSO is fairly valued compared to peers but higher than the broader industry. A DCF model suggests shares are undervalued by 27%, indicating potential long-term opportunities. Investors must consider whether current prices reflect future growth or if there is room for further gains.

Simplywall

Assessing DENSO (TSE:6902)’s Valuation After Recent Short-Term Share Price Strength

TOYOF

7203

Toyota Boshoku America, Inc. has fully acquired TBDN Tennessee Company, LLC, previously a joint venture with DENSO International America, Inc. The company will be rebranded as Toyota Boshoku Jackson Tennessee, LLC (TBJT). This acquisition aims to streamline decision-making, accelerate innovation, and enhance customer service. Production of DENSO branded products will continue without disruption, and the existing team and quality standards will remain in place.

- Toyota Boshoku America, Inc. has fully acquired TBDN Tennessee Company, LLC, previously a joint venture with DENSO International America, Inc.  
- The company will be rebranded as Toyota Boshoku Jackson Tennessee, LLC, aiming to streamline decision-making and enhance customer service while continuing DENSO branded product production.  
- This rebranding aligns with the company’s 35th anniversary celebration in December 2025.

Reuters

Toyota

Toyota Motor Corp.

Toyota Motor

Toyota Boshoku America Acquires Full Ownership of TBDN Tennessee Company

Denso Corp. shares (OTCMKTS:DNZOY) gapped down, opening at $12.67 from a previous close of $13.21. Analysts have downgraded the stock to a 'Hold' rating. Denso reported quarterly earnings of $0.13 per share, missing estimates of $0.44. The company has a market cap of $38.16 billion and a P/E ratio of 13.80. Analysts predict Denso will post 1.05 EPS for the fiscal year.

Market Beat

Denso (OTCMKTS:DNZOY) Shares Gap Down   - Here's Why

Denso Corporation has announced executive and organizational changes effective January 1, 2026. Key appointments include Yasushi Mukai, Tomoyuki Arakawa, Seiji Maeda, Eiji Inoue, Masanori Sugiura, and Hideshi Takemura in various leadership roles. The reshuffle aims to strengthen strategic capabilities and integrated system development.

Denso Announces Executive and Organizational Reshuffle for 2026

Denso Corp :BEGAN DISCUSSIONS WITH MARUYASU INDUSTRIES ON TRANSFERRING ITS CAR AIR CONDITIONING HOSE AND PIPING BUSINESS

Denso Corp - Began Discussions With Maruyasu Industries On Transferring Its Car Air Conditioning Hose And Piping Business

DBS has reaffirmed a Buy rating on DENSO (DNZOY) with a price target of Yen2,800.00. Analyst Elizabelle Pang, a 4-star analyst with a 68.09% success rate, covers the Consumer Cyclical sector. The overall analyst consensus for DENSO is a Moderate Buy, with an average price target of $18.20.

Tip Ranks

DBS Reaffirms Their Buy Rating on DENSO (DNZOY)

MIELY

Mitsubishi Electric Corporation has revised its earnings guidance for the fiscal year ending March 31, 2026. The company now expects revenue of JPY 5,670.0 billion, an increase of JPY 270.0 billion from the previous forecast, while operating profit remains unchanged at JPY 430.0 billion. The revenue increase is attributed to reconsidered foreign exchange rates due to a weaker yen and sales growth in the Infrastructure segment. The unchanged operating profit reflects anticipated sales increases, foreign exchange changes, and the impact of U.S. tariff policies on product prices.

marketscreener

Mitsubishi Electric

Mitsubishi Electric Corporation Revises Earnings Guidance for the Fiscal Year Ending March 31, 2026

DENSO Corporation announced dividend of JPY 32.00 per share for the second quarter-end of the year ending March 31, 2026 against JPY 32.00 per share a year ago. Scheduled date of commencement of dividend payment is November 26, 2025.

DENSO Corporation Announces Dividend for the Second Quarter-End of the Year Ending March 31, 2026, Payable on November 26, 2025

Denso Corporation reported a 3.3% revenue growth to ¥3,590.5 billion for the six months ending September 30, 2025, but faced a 15.8% decline in operating profit to ¥211.4 billion and a 31.2% drop in profit attributable to owners to ¥131.4 billion. Revenue growth was driven by higher vehicle sales in North America and Asia, while operating profit was impacted by quality provisions and R&D expenses. Denso revised its full-year forecast, expecting a slight revenue growth of 1.1% and a 25.4% increase in operating profit.

Denso Reports Modest Revenue Growth Amid Profit Decline

Denso Corporation reported its consolidated financial results for the six months ending September 30, 2025. Sales increased to 3.59 trillion yen, up 3.3% from the previous year. However, operating profit fell by 15.8% to 211.42 billion yen, and net profit decreased by 31.2% to 131.36 billion yen. The basic earnings per share (EPS) were 47.70 yen. The company maintained its annual dividend at 64.00 yen, with Q2 and Q4 dividends set at 32.00 yen each.

TABLE-Denso 6-MTH group results (IFRS)

DENSO CORPORATION hosted a press briefing at the JAPAN MOBILITY SHOW 2025, where President & CEO Shinnosuke Hayashi discussed the company's evolution alongside the automotive industry. DENSO announced the development of a new inverter for electric vehicles, featuring advanced semiconductor and cooling technologies that reduce power loss by 70%. The company is also working on an Integrated Mobility Computer to enhance vehicle intelligence, set to launch in 2029. DENSO aims to contribute to carbon neutrality and improve mobility through innovative technologies and partnerships.

Japan Corporate News

DENSO Hosted a Press Briefing at JAPAN MOBILITY SHOW 2025

DENSO Corporation has released its Integrated Report for fiscal 2025, detailing business results, management strategies, and initiatives to enhance corporate value from April 1, 2024, to March 31, 2025. The report includes financial data and emphasizes DENSO's commitment to improving non-financial capital and transparent communication with stakeholders, focusing on long-term growth and value creation. The full report is accessible via a provided link.

Denso Corporation Publishes 2025 Integrated Report

From October 1, 2025 to October 27, 2025, the company has repurchased 14,603,200 shares, representing 0.53% for ¥32,418.58 million. With this, the company has completed the repurchase of 221,716,900 shares, representing 7.84% for ¥449,999.92 million under the buyback announced on October 31, 2024.