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KUKUBTY

Kubota Corporation

$KUBTY·$20B·Agricultural - Machinery·Industrials
$84.54+1.6%YTD+21.9%1Y+50.2%
Mentions · last 7 days
2026-07-30: 0 posts2026-07-31: 0 posts2026-08-01: 0 posts2026-08-02: 0 posts2026-08-03: 0 posts2026-08-04: 1 posts2026-08-05: 0 posts1
Price updated 12m ago·X counts updated 21h ago
KUKUBTY
$KUBTYKubota Corporation
$84.54+1.56%1 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $KUBTY, 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 2026-08-06

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

Kubota Q4 revenue grew 16% — the Japanese farm-equipment compounder plus AirJoule water-infrastructure deployment, tape at 53% of 52-week range.

Kubota Corporation is a leading Japanese farm-and-construction-equipment manufacturer plus water/environmental infrastructure — a real-business industrial compounder with sustained growth and a fresh AirJoule water-infrastructure deployment catalyst.

Where the tape stands:

  • Growth is real: Q4 revenue ¥825B grew 16% year over year, consistent with the -8% to +12% dispersion of prior quarters — cycle-turn.
  • Margins are strong: gross margin 30%, operating margin 10% — farm-equipment economics.
  • Beat cadence has been very strong: last four EPS surprises 55%, 33%, 42%, 28% — consistent large above.
  • Positioning is coiling: 53% of the 52-week range, -3.5% below the 50-day, +2.8% above the 200-day on 0.37x volume — mid-range base.
  • The Jul 21 AirJoule Technologies partnership for decentralized water-infrastructure exclusive deployment is transformative.
  • The Jul 6 Zacks Strong Buy addition confirms sentiment shift.
  • PE 13 is undemanding for the compound-plus-water-infrastructure profile.
  • FCF yield 6.3% supports the ongoing capital return.
  • The 'AirJoule's Kubota Deal Is a Major Validation—But the Hard Part Comes Next' Jul 27 framing captures the setup with caveat.

Nov 6 Q1 FY27 earnings decides whether the tape reclaims $90+ — clean farm-equipment growth plus AirJoule commercial commentary keeps this working; a soft ag-cycle quarter or AirJoule integration delay cools this back to $70.

Differs from X sentimentNo meaningful X sentiment sample exists for KUBTY — Japanese farm-equipment ADR is a low-attention name that doesn't attract US retail-fintwit chatter. The Jul 27 AirJoule Kubota validation framing and Jul 6 Zacks Strong Buy are the fundamental signals — this is a real-business international-ag-equipment-plus-water-infrastructure story.

What to watch: Nov 6 Q1 FY27 earnings — clean farm-equipment growth plus AirJoule commercial commentary reclaims $90+; a soft ag-cycle quarter or AirJoule integration delay cools this back to $70.

On the calendar: 2026-11-06 — Q1 FY27 earnings

Read the AI verdict + X sentiment for $KUBTY

  • 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
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What it does

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

Japanese maker of agricultural tractors, construction equipment, and water/environmental systems with a strong North American dealer network.

Industry overviewAI analysisGenerated by AI from underlying data

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

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
+23.6%1Y

Fundamentals & catalyst

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

Key ratios

P/E
13.5How 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
4.4%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
10.0%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
6.3%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
8.6%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
29.6%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$2.78$1.79+55.3%
Q1 2026May 8, 2026$2.05$1.54+33.1%
Q4 2025Feb 12, 2026$1.28$0.90+42.2%
Q3 2025Nov 7, 2025$1.48$1.16+27.6%
Next earningsFri, Nov 6·consensus EPS $1.55

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$824.9B+15.8%31.6%12.3%$327.55$-12.7B
Q4 FY25$829.3B+12.3%26.5%6.1%$200.75$47.4B
Q3 FY25$762.4B+9.2%29.4%9.6%$225.00$42.2B
Q2 FY25$742.4B-7.7%31.1%12.3%$223.20$90.0B

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.26T$3.17T – $3.32T$1024.57$987.79 – $1052.305
FY27$3.41T$3.31T – $3.48T$1123.98$1083.63 – $1154.4011
FY28$3.52T$3.42T – $3.59T$1238.05$1193.61 – $1271.554
FY29$3.60T$3.50T – $3.68T$1267.33$1221.84 – $1301.635
FY30$3.83T$3.72T – $3.91T$1283.11$1237.04 – $1317.835

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.0.4×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.53%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.-3.5%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.+2.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 225.3M 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.β0.865-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.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Zacks Industry Outlook Deere, Kubota, CNH, AGCO and Alamozacks.com·2d ago5 Farm Equipment Stocks to Watch as Industry Shows Promisezacks.com·2d agoAirJoule's Kubota Deal Is a Major Validation—But the Hard Part Comes Nextmarketbeat.com·10d agoAirJoule Technologies and Kubota Corporation Announce Deployments of Breakthrough Decentralized Water Infrastructure and Exclusive Sales Partnership to Unlock Water-Constrained U.S. Residential Developmentglobenewswire.com·16d agoNew Strong Buy Stocks for July 6thzacks.com·32d ago

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Voices on X · last 7 days

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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.

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