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MIMIELY

Mitsubishi Electric Corp. Unsponsored ADR

$MIELY·$74B·Electrical Equipment & Parts·Industrials
$69.90-3.8%
Mentions · last 7 days
0
Price updated 13m ago
MIMIELY
$MIELYMitsubishi Electric Corp. Unsponsored ADR
$69.90-3.80%0 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 $MIELY, 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 numbersEvent coming upAI verdict · as of 2026-08-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Mitsubishi Electric is the Japanese-diversified-electrical-equipment franchise at 67%-of-range — Q1 FY27 EPS +6% surprise plus 16% YoY revenue growth plus Oct 29 next earnings is the substance.

Mitsubishi Electric Corporation (ADR) is a specific US-listed Japanese diversified-electrical-equipment franchise — Infrastructure, Industry & Mobility, Life, Business Platform, Semiconductor & Device segments including public utility, energy systems, industrial automation, HVAC, and semi/device products globally. Down 4% today, YTD n/a (ADR history), t12m n/a, sitting at the 67th percentile of the 52-week range on a Q1-FY27-print tape.

Where it stands after Q1 FY27:

  • The Q1 print was a specific beat: EPS $0.67 vs $0.63 (+6%) plus revenue $9.40B vs $8.75B — Multi-quarter revenue (JPY basis) at JPY 1.42T-1.74T with 5-16% YoY growth acceleration, gross margin holding at 32-37%, operating margin 8-10%, and EPS JPY 95.06, 108.14, 108.66, 108.18.
  • The valuation is elevated but consistent with quality: TTM P/E of 28, forward P/E on FY27 EPS estimates of JPY 502.64 rising to FY28 JPY 566.25 and FY29 JPY 640.65. Price-to-sales of 2.0, EV/EBITDA of 15.5, ROE 9.9%, ROIC 8.5%, and 4.4% FCF yield describe a specific quality-plus-growth setup on the $74B market cap. Zero-net-debt (D/E 0.07).
  • The 4-quarter earnings-beat streak is uniformly constructive: EPS $0.67 vs $0.63 (+6%), $0.67 vs $0.42 (+59%), $0.68 vs $0.56 (+22%), $0.63 vs $0.51 (+26%) — consensus chronically low.

Oct 29 Q2 FY27 earnings needs continued Infrastructure-plus-Industry-plus-Semi revenue growth plus dated commentary on the FY27 EPS trajectory and industrial-automation-plus-semi-cycle to trigger the event-ahead tape; a specific end-market walk-back or a Japan-plus-macro disclosure would take the stock back toward the 200-day base.

What to watch: Oct 29 Q2 FY27 earnings — good = continued Infrastructure-plus-Industry-plus-Semi revenue growth with dated commentary on the FY27 EPS trajectory and industrial-automation-plus-semi-cycle; bad = a specific end-market walk-back or a Japan-plus-macro disclosure, which takes the stock back toward the 200-day base.

On the calendar: 2026-10-29 — Q2 FY27 earnings

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What it does

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

Mitsubishi Electric Corporation develops, manufactures, sells, and distributes electrical and electronic equipment in Japan, North America, rest of Asia, Europe, and internationally. It operates through Infrastructure, Industry & Mobility, Life, Business Platform, Semiconductor & Device, and Others segments. The company offers public utility systems comprising rolling stock and communication systems, and supervisory control and power supply systems; energy systems consisting of power transmission and distribution systems and power demand and supply optimization solutions; and defense and space systems, including missile and radar systems, command and control systems, electric warfare and satellite systems, and satellite data solutions. It also provides factory automation (FA) systems, such as control and drive products, processing machines, power distribution control equipment, and FA digital solutions; automotive equipment comprising electric vehicle-related equipment, ADAS-related products, vehicle control systems, and powertrain products; building systems consisting of elevators, escalators, and building management systems; and air conditioning and refrigeration systems, lighting, ventilation, and home equipment and appliances. In addition, the company offers information systems and network services related to manufacturing dx solutions; IT infrastructure; and security solutions. Further, it provides semiconductor and device products, including power and high-frequency devices, and optical devices, as well as procurement, real estate leasing and brokerage, advertising, and finance services. Additionally, the company offers energy and facility, OT security, and CVC solutions; data center and information systems outsourcing services; software, control panels, switchboards, printed circuit boards, and generators; electrical construction services; and repair services. Mitsubishi Electric Corporation was incorporated in 1921 and is headquartered in Chiyoda, Japan.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $MIELY.

Electrical Equipment & Parts · Industrials

No material change from last week — VRT and NVT confirmed at fresh highs that hyperscaler rack power acceleration is a multi-year capex cycle for electrical infrastructure.

Industry benchmark

34-name peer basket
+12.9%YTD
+52.2%1Y

Fundamentals & catalyst

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

Key ratios

P/E
28.5How 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
8.5%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
9.1%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
4.4%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
2.0Same 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
9.9%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
34.4%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
0.1Total 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 2026Jul 31, 2026$0.67$0.63+6.2%
Q1 2026Apr 28, 2026$0.67$0.42+59.1%
Q4 2025Feb 3, 2026$0.68$0.56+21.9%
Q3 2025Oct 31, 2025$0.63$0.51+25.5%
Next earningsThu, Oct 29·consensus EPS $0.76

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$1.52T+15.5%37.1%9.6%$108.18$309.2B
Q4 FY26$1.74T+14.3%32.2%9.3%$108.66$166.7B
Q3 FY26$1.45T+6.8%36.6%9.7%$108.14$-48.1B
Q2 FY26$1.42T+4.6%31.8%7.8%$95.06$109.4B

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$6.34T$5.91T – $6.51T$502.64$458.28 – $519.977
FY28$6.58T$6.13T – $6.75T$566.25$516.27 – $585.767
FY29$6.90T$6.43T – $7.09T$640.65$584.11 – $662.735
FY30$7.28T$6.79T – $7.47T$716.09$652.88 – $740.773
FY31$7.80T$7.27T – $8.01T$850.69$775.61 – $880.015

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.0.7×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.67%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.+8.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.0B 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.β0.775-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.

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Voices on X · last 7 days

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

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