TickerTalks
Browse all tickers →
TickerTalks›$KUBTF
KUKUBTF

Kubota Corporation

$KUBTF·$17B·Agricultural - Machinery·Industrials
$15.150.0%1Y+31.2%
Mentions · last 7 days
2026-08-06: 0 posts2026-08-07: 0 posts2026-08-08: 0 posts2026-08-09: 0 posts2026-08-10: 0 posts2026-08-11: 0 posts2026-08-12: 0 posts0
Price updated 16h ago·X counts updated 2d ago
KUKUBTF
$KUBTFKubota Corporation
$15.150.00%0 posts
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $KUBTF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-14

The move is getting stronger, with heavier trading behind it.

Kubota Q1 FY27 EPS beat +56% and revenue +18% YoY — the Japanese ag-machinery major is finally clicking.

Kubota Corporation is the Japanese agricultural machinery + industrial equipment major (tractors, engines, water systems). $17.1B mcap, ADR $15.15, t12m +31.2%, sitting at 62% of the 52-week range.

What's happening:

  • Q1 FY27 (period ended 6/30) revenue ¥874B (+17.7% YoY), Q4 FY26 ¥815B (+14.4%). Sustained mid-teens revenue growth.
  • Q1 FY27 (8/4) ADR EPS $0.54 vs $0.35 est (+55.5% surprise), the third straight beat (+55.5%, +33.1%, +43.1%).
  • 11.4x TTM P/E is cheap for a Japanese-industrial name with mid-teens growth.
  • ROE 10.1%.
  • No news, no filings, no insider signal, no X sentiment sample.
  • 11/11 next earnings.

What you're watching: Q2 FY27 print 11/11 (continued ag-machinery demand acceleration), US construction + ag-cycle commentary given Kubota's large US exposure, and any capital-return announcements.

What to watch: Q2 FY27 print 11/11 (ag-machinery demand), US construction/ag cycle, and capital-return announcements.

On the calendar: 2026-11-11 — Q2 FY27 earnings

no sentiment

Read the AI verdict + X sentiment for $KUBTF

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Japanese manufacturer of compact and agricultural tractors, construction equipment, and water infrastructure systems with a strong North American presence.

Industry overviewAI analysisGenerated by AI from underlying data

Where Agricultural - Machinery sits in its cycle right now — and what that implies for $KUBTF.

Agricultural - Machinery · Industrials

No material change from last week — AI data center campus buildouts and Texas infrastructure projects are supporting equipment demand beyond the agriculture cycle.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+19.8%YTD
+21.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
11.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
30.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$0.54$0.35+55.5%
Q1 2026May 8, 2026$0.41$0.30+33.1%
Q4 2025Feb 12, 2026$0.25$0.18+43.1%
Q3 2025Nov 7, 2025$0.29$0.21+38.4%
Next earningsWed, Nov 11·consensus EPS $0.31

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$873.9B+17.7%33.1%15.4%$87.18$127.9B
Q1 FY26$815.1B+14.4%31.6%12.3%$65.51$-12.5B
Q4 FY25$815.3B+10.4%26.5%6.1%$39.21$45.7B
Q3 FY25$760.1B+8.8%29.4%9.6%$44.00$29.2B

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.29T$3.20T – $3.36T$206.86$199.41 – $212.4710
FY27$3.45T$3.35T – $3.52T$226.90$218.73 – $233.0611
FY28$3.56T$3.46T – $3.64T$250.74$241.71 – $257.544
FY29$3.63T$3.53T – $3.70T$254.89$245.71 – $261.815
FY30$3.90T$3.79T – $3.98T$261.57$252.16 – $268.675

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.62%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+6.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 885.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.875-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

More in Agricultural - Machinery

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$CAT$DE$KUBTY
Voices on X · last 7 days

No standout posts about $KUBTF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport