TickerTalks
Browse all tickers →
TickerTalks›$MRAAF
MRMRAAF

Murata Manufacturing Co., Ltd.

$MRAAF·$84B·Hardware, Equipment & Parts·Technology
$46.33+1.0%
Mentions · last 7 days
2026-07-26: 0 posts2026-07-27: 0 posts2026-07-28: 0 posts2026-07-29: 0 posts2026-07-30: 0 posts2026-07-31: 0 posts2026-08-01: 0 posts0
Price updated 1m ago·X counts updated 2d ago
MRMRAAF
$MRAAFMurata Manufacturing Co., Ltd.
$46.33+0.96%0 posts
AI analysisFundamentalsVoices on X
Loading…

What it does

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

Murata Manufacturing Co., Ltd. is a global enterprise specializing in the development, production, and distribution of ceramic-based passive electronic components and comprehensive solutions. Its operations are structured across three primary segments: Components, Modules, and an "Others" category. The company offers a vast portfolio of products, including fundamental electronic elements such as capacitors, inductors, resistors, and thermistors. It also provides various noise suppression, EMI filtering, and ESD protection devices. Beyond these, Murata supplies sensors, timing devices, quartz components, sound elements, power products, and batteries. Its advanced offerings encompass micro mechatronics, RFID devices, and a wide array of RF and connectivity solutions like matching devices, baluns, couplers, filters, phase shifters, RF switches, front-end modules, SAW components, connectors, antennas, and wireless connectivity platforms. Additionally, it produces ionizers/active oxygen modules and transformers. The firm also develops specialized products, such as mercury-free silver watch batteries, and Femtet, a CAE software designed to simulate diverse physical phenomena. These products are integral to various applications, including communications equipment, mobility solutions, enterprise systems, industrial machinery, healthcare and medical devices, and personal electronics. Established in 1944, Murata Manufacturing Co., Ltd. maintains its corporate headquarters in Nagaokakyo, Japan.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $MRAAF.

Hardware, Equipment & Parts · Technology

No material change from last week — structural AI data center buildout is intact but rotation from early YTD winners (SNDK +100%) compresses near-term premiums in the rack-to-server supply layer.

Top industry ETF

$SOXXiShares Semiconductor ETF
+50.7%YTD
+110.3%1Y

Fundamentals & catalyst

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

Key ratios

P/E
51.0How 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
9.1%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
18.6%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
1.3%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
7.0Same 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
43.4%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
0.0Total 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$0.27$0.25+10.5%
Q1 2026Apr 30, 2026$0.26$0.21+24.6%
Q4 2025Feb 2, 2026$0.09$0.23-61.5%
Q2 2025Jul 30, 2025$0.19$0.18+2.6%
Next earningsFri, Oct 30·consensus EPS $0.34

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$498.6B+19.8%45.8%19.7%$43.59$-11.4B
Q4 FY26$463.5B+12.5%43.2%15.8%$42.62$36.8B
Q3 FY26$467.9B+4.4%41.7%17.5%$13.76$70.0B
Q2 FY26$486.6B+5.4%42.8%21.3%$44.61$84.9B

Forward consensus

5-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$2.06T$1.98T – $2.16T$189.88$171.09 – $206.8518
FY28$2.41T$2.14T – $2.61T$270.56$243.79 – $294.7418
FY29$2.85T$2.63T – $3.04T$377.23$339.91 – $410.9511
FY30$3.58T$3.31T – $3.82T$525.68$473.66 – $572.669
FY31$3.62T$3.34T – $3.87T$574.15$517.34 – $625.4712

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.0.1×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.49%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.-21.1%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.+40.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.5B 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.β1.255-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.

Murata Collaborates with Synopsys to Provide Simulation Models Through Ansys Electromagnetic and Thermal Analysis Toolsbusinesswire.com·49d ago

More in Hardware, Equipment & Parts

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

$LINK$RIOT$GLW$CLS$SLNH$COHR$INFQ$APH
Voices on X · last 7 days

No standout posts about $MRAAF 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