Kubota Corporation (KUBTF)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Kubota Corporation (KUBTF) trades at $16.40. Kubota Corporation is a global manufacturer of machinery and related solutions, primarily serving the food, water, and environment sectors. Market cap: $18.65B, Sector: Industrials.
Price live · AI analysis from Mar 17, 2026Analyst Coverage for KUBTF: KUBTF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates KUBTF against Industrials peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
KUBTF: 1/1 perspectives are bearish.
How is this calculated? →Kubota Corporation (KUBTF) Industrial Operations Profile
Kubota Corporation, a global leader in agricultural and industrial machinery, provides comprehensive solutions for food production, water management, and environmental sustainability. With a strong presence in Japan and expanding internationally, Kubota leverages its diverse product portfolio and established dealer network to serve a wide range of customer needs.
What Is the Investment Thesis for KUBTF?
Kubota Corporation presents a notable research candidate due to its established market position, diversified product portfolio, and global reach. With a P/E ratio of 14.8 and a dividend yield of 1.90%, the company offers a blend of value and income. Key growth catalysts include increasing demand for agricultural machinery in emerging markets and expanding investment in water infrastructure projects. A potential risk is the cyclical nature of the agricultural industry, which could impact revenue during economic downturns. The company's strong brand reputation and commitment to innovation are expected to drive long-term growth and shareholder value.
Based on FMP financials and quantitative analysis
KUBTF Key Highlights
- Market capitalization of $18.65B reflects Kubota's significant presence in the agricultural and industrial machinery sectors.
- Profit margin of 6.2% indicates efficient operations and profitability in a competitive market.
- Gross margin of 29.3% demonstrates Kubota's ability to manage production costs and maintain pricing power.
- Beta of 0.66 suggests lower volatility compared to the overall market, making it a relatively stable investment.
- Dividend yield of 1.90% provides a steady income stream for investors, enhancing the stock's attractiveness.
Who Are KUBTF's Competitors?
KUBTF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BOUYF Bouygues S.A. | $59.34 | +0.00% | $22.91B | 49 |
| KAJMF Kajima Corporation | $36.74 | -4.70% | $17.12B | — |
| KAJMY Kajima Corporation | $38.61 | +6.25% | $17.99B | — |
| KWHIY Kawasaki Heavy Industries, Ltd. | $7.48 | +7.94% | $15.63B | 49 |
| NJDCY Nidec Corporation | $4.14 | +9.50% | $18.98B | 40 |
| DE Deere & Company | $635.24 | +2.25% | 172B | 52 |
| SNYYF Sany Heavy Equipment International Holdings Company Limited | $0.91 | +2.43% | $2.99B | 52 |
| XOS Xos, Inc. | $2.90 | +7.01% | $29.68M | 52 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are KUBTF's Key Strengths?
- Strong brand recognition and reputation.
- Diversified product portfolio across multiple segments.
- Extensive global distribution network.
- Technological innovation and R&D capabilities.
What Are KUBTF's Weaknesses?
- Exposure to cyclicality of the agricultural industry.
- Dependence on specific geographic markets.
- Potential impact from currency fluctuations.
- Limited presence in certain emerging markets.
What Could Drive KUBTF Stock Higher?
- Increasing demand for agricultural machinery in emerging markets.
- Expanding investment in water infrastructure projects.
- Potential new product launches in precision agriculture.
- Government initiatives supporting sustainable agriculture and water management.
What Are the Key Risks for KUBTF?
- Cyclical nature of the agricultural industry impacting revenue.
- Currency fluctuations affecting international sales and profitability.
- Increased competition from established players and new market entrants.
- Regulatory changes and trade policies impacting global operations.
What Are the Growth Opportunities for KUBTF?
- Expanding into precision agriculture: The precision agriculture market is projected to reach $12.9 billion by 2027, offering significant growth opportunities for Kubota. By integrating advanced technologies such as GPS, sensors, and data analytics into its agricultural machinery, Kubota can help farmers optimize crop yields, reduce input costs, and improve environmental sustainability. This expansion will enhance Kubota's competitive advantage and drive revenue growth.
- Increasing presence in emerging markets: Emerging markets, particularly in Asia and Africa, are experiencing rapid agricultural development and infrastructure investment. By expanding its sales and distribution network in these regions, Kubota can tap into a large and growing customer base. The company's durable and reliable machinery is well-suited for the challenging conditions in these markets, providing a competitive edge.
- Developing sustainable water solutions: With increasing water scarcity and environmental concerns, there is a growing demand for sustainable water solutions. Kubota can leverage its expertise in water treatment and infrastructure to develop innovative solutions for water purification, wastewater treatment, and water conservation. This will position Kubota as a leader in the water industry and drive long-term growth.
- Enhancing aftermarket services: Aftermarket services, such as maintenance, repair, and parts replacement, represent a significant revenue stream for Kubota. By expanding its aftermarket service offerings and improving customer support, Kubota can increase customer loyalty and generate recurring revenue. This will also provide valuable insights into customer needs and preferences, enabling Kubota to develop more targeted products and services.
- Investing in research and development: Continuous innovation is crucial for maintaining a competitive edge in the machinery and equipment industries. By investing in research and development, Kubota can develop new and improved products that meet the evolving needs of its customers. This will also enable Kubota to stay ahead of technological advancements and maintain its leadership position in the market.
What Opportunities Does KUBTF Have?
- Expanding into precision agriculture and smart farming technologies.
- Increasing market share in emerging economies.
- Developing sustainable water solutions and infrastructure.
- Enhancing aftermarket services and customer support.
What Threats Does KUBTF Face?
- Intense competition from established players.
- Economic downturns and market volatility.
- Changing government regulations and trade policies.
- Disruptive technologies and new market entrants.
What Are KUBTF's Competitive Advantages?
- Established brand reputation and customer loyalty.
- Extensive dealer network providing localized sales and support.
- Diversified product portfolio serving multiple industries.
- Technological expertise and innovation in machinery and equipment.
- Global presence with operations in key markets.
What Does KUBTF Do?
Founded in 1890 in Osaka, Japan, Kubota Corporation has evolved from a metal casting business to a diversified manufacturer of machinery and solutions. Initially focused on producing cast iron pipes for water infrastructure, Kubota expanded into agricultural machinery in the early 20th century, contributing significantly to the modernization of Japanese agriculture. Today, Kubota operates through three primary segments: Farm & Industrial Machinery, Water & Environment, and Other. The Farm & Industrial Machinery segment offers a comprehensive range of tractors, combine harvesters, rice transplanters, turf equipment, and construction machinery. The Water & Environment segment provides solutions for water purification, wastewater treatment, and infrastructure development. The Other segment includes logistics, roofing materials, and financial services. Kubota serves customers globally through an extensive network of dealers, providing localized sales, service, and support. The company's commitment to innovation and sustainability has positioned it as a key player in addressing global challenges related to food security, water scarcity, and environmental protection.
What Products and Services Does KUBTF Offer?
- Manufactures and markets tractors and agricultural machinery.
- Provides water and environmental solutions, including water purification and wastewater treatment systems.
- Offers construction machinery, such as mini excavators and wheel loaders.
- Produces engines for various applications, including farming, construction, and industrial machinery.
- Provides ductile iron pipes and valves for water infrastructure.
- Offers logistics and financial services related to its core businesses.
How Does KUBTF Make Money?
- Manufacturing and selling agricultural and industrial machinery.
- Providing water and environmental solutions and related services.
- Generating revenue from aftermarket services, such as maintenance and parts replacement.
- Offering financial services, such as leasing and financing, to support sales.
What Industry Does KUBTF Operate In?
Kubota Corporation operates in the agricultural machinery and water infrastructure industries, which are experiencing growth driven by increasing global population, rising food demand, and aging infrastructure. The agricultural machinery market is expected to grow at a CAGR of 5% over the next five years, driven by technological advancements and increasing farm mechanization. The water infrastructure market is also expanding, with significant investment in water treatment and distribution systems. Kubota competes with companies like BOUYF, KAJMF, and KWHIY, focusing on innovation and customer service to maintain its competitive edge.
Who Are KUBTF's Key Customers?
- Farmers and agricultural businesses.
- Construction companies and contractors.
- Municipalities and government agencies.
- Industrial companies and manufacturers.
Company Profile
Kubota Corporation operates in the Agricultural - Machinery industry within the Industrials sector. It is headquartered in Osaka, JP. The company is led by CEO Shingo Hanada. KUBTF has traded publicly since 2011.
ROE 9%Key Financial Metrics
Return on equity for Kubota Corporation stands at 8.6%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 3.5%, showing how much profit it generates from its asset base. KUBTF trades at a trailing price-to-earnings ratio of 14.85, below the Industrials sector average of ~30x. Its free cash flow yield is 6.1%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.70 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 7.2%, the inverse of the P/E and a quick read on earnings relative to price.
KUBTF Valuation & Market Position
With a $18.65B market cap, Kubota Corporation sits in the large-cap segment of the market.
Quarterly Financial Performance: Kubota Corporation
Revenue for Kubota Corporation came in at $815.11B during Q1 2026. The company recorded net income of $73.75B, with diluted EPS of $64.86. Quarter-over-quarter revenue has been mixed, typical for a large-cap company operating in Industrials. Across the four most recent quarters, KUBTF averaged $48.25 in diluted EPS.
F-Score 8/9Financial Health
Kubota Corporation's Piotroski F-Score is 8/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 1.88 places it in the grey zone, a middle ground that warrants monitoring.
6/8 beatsEarnings Track Record
Kubota Corporation has beaten Wall Street's EPS estimate in 6 of its last 8 reported quarters — a consistent record of delivering on expectations. Reported results have landed about 14.4% above estimates on average.
FY2026 estForward Outlook
Wall Street analysts project Kubota Corporation revenue of about $3.22T for fiscal 2026, with EPS near $201.12. The estimate reflects 10 contributing analysts.
KUBTF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Kubota's insider activity suggests confidence in the company's direction. It's like when insiders were buying Tesla heavily before its 2020 surge.
- Community sentiment is leaning towards optimism, fueled by positive news and product updates. This mirrors the pre-2017 AMD buzz around Ryzen.
- There's a growing perception that Kubota is well-positioned to capitalize on infrastructure and agriculture trends. Think Caterpillar during a global construction boom.
- Bullish voices in the community highlight Kubota's strong brand reputation and customer loyalty. Similar to how Harley-Davidson maintains a dedicated following.
Bear Case
- Recent market developments have introduced uncertainty about global trade and supply chains. This echoes the anxieties during the early stages of the US-China trade war.
- Bearish community members express concerns about potential impacts from rising raw material costs. It's reminiscent of the worries about input costs that plagued the auto industry in 2022.
- Some analysts believe that Kubota's growth might be limited by increasing competition in key markets. Like Blackberry facing the iPhone onslaught.
- There's a lingering fear that a broader economic slowdown could negatively affect Kubota's sales and profitability. Similar to the concerns that weighed on consumer discretionary stocks during the 2008 financial crisis.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $815.11B | $73.75B | $64.86 |
| Q4 2025 | $815.32B | $44.76B | $39.38 |
| Q3 2025 | $760.06B | $50.19B | $44.14 |
| Q2 2025 | $742.38B | $51.13B | $44.64 |
Based on FMP financials and quantitative analysis
KUBTF Latest News
-
US Lowers Tariffs on Farm, Industrial Equipment as Costs Soar
Yahoo! Finance: KUBTF News · Jun 2, 2026
KUBTF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for KUBTF.
Price Targets
Wall Street price target analysis for KUBTF.
KUBTF MoonshotScore
What does this score mean?
The MoonshotScore rates KUBTF's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Shingo Hanada
Unknown
Information regarding Shingo Hanada's specific background and career history is not available in the provided data. Typically, a CEO profile includes details on their educational qualifications, previous roles within the company or other organizations, and any notable achievements before assuming the CEO position. This information helps investors understand the leader's experience and expertise.
Track Record: Information regarding Shingo Hanada's track record and key achievements as CEO is not available in the provided data. A typical track record would highlight strategic decisions, company milestones, and financial performance under their leadership. This information is crucial for assessing the CEO's effectiveness and impact on the company's success.
KUBTF OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Kubota Corporation (KUBTF) may not meet the minimum financial or disclosure requirements of higher tiers like OTCQX or OTCQB. Companies in this tier often have limited reporting requirements, which can make it more difficult for investors to access reliable and up-to-date information. Investing in OTC Other stocks carries higher risks compared to stocks listed on major exchanges due to the potential for less transparency and regulatory oversight.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited financial disclosure and transparency.
- Potential for lower trading volume and liquidity.
- Higher price volatility compared to major exchanges.
- Increased risk of fraud or manipulation.
- Less regulatory oversight and investor protection.
- Verify the company's registration and legal status.
- Review available financial statements and disclosures.
- Assess the company's business model and competitive landscape.
- Evaluate the management team and their track record.
- Understand the risks associated with investing in OTC stocks.
- Consult with a financial advisor before making any investment decisions.
- Established history of operations since 1890.
- Global presence and brand recognition.
- Diversified product portfolio and customer base.
- Membership in industry associations and organizations.
Common Questions About KUBTF (Industrials)
What does Kubota Corporation do?
Kubota Corporation manufactures and markets a wide range of machinery and related solutions, primarily serving the food, water, and environment sectors. Its Farm & Industrial Machinery segment offers tractors, combine harvesters, and construction equipment. The Water & Environment segment provides water purification and wastewater treatment systems. Kubota operates globally, providing essential infrastructure and equipment solutions.
What are the main risks for KUBTF?
KUBTF faces risks inherent in the cyclical nature of the agricultural and construction industries, which can impact demand for its products. Currency fluctuations pose a risk to its international sales and profitability. Increased competition from other machinery manufacturers and potential disruptions from new technologies also represent ongoing challenges. Additionally, regulatory changes and trade policies could affect its global operations.
What are the key factors to evaluate for KUBTF?
Evaluate KUBTF on fundamentals, analyst consensus, and risk factors. P/E: 14.8x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does KUBTF data refresh on this page?
KUBTF prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven KUBTF's recent stock price performance?
Kubota Corporation (KUBTF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand recognition and reputation. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider KUBTF overvalued or undervalued right now?
Kubota Corporation (KUBTF) trades at 14.8x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying KUBTF?
Before investing in Kubota Corporation (KUBTF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding KUBTF to a portfolio?
Key strength of Kubota Corporation (KUBTF): Strong brand recognition and reputation. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- OTC market data may be less reliable than major exchange data.
- CEO background and track record information is limited.