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Overview

Construction

Sekisui House,Ltd.

Sekisui House is Japan's largest homebuilder, offering a comprehensive range of residential and real estate services including design, construction, and sales of detached houses, rental housing, and commercial buildings. The company also provides rental housing management, renovation services, condominium development, urban redevelopment (offices, hotels, rental apartments), and real estate brokerage. Internationally, the company develops and sells detached homes and residential land in the United States and Australia, including through major U.S. subsidiaries such as M.D.C. Holdings and Woodside Homes.

Market Cap

¥2,272B

US$14.5B

¥3,621B

US$23.1B

Stock¥3,504▲+1.57%

US$1 = ¥156.80 (2026-10-23)

LTM EV/EBITDA

8.8

LTM EV/EBIT

9.7

LTM PER

8.9

LTM PBR

1.0

Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-19.1%pt

Oct 24, 25 – Oct 23, 26StockTOPIX

MC → EV Bridge

AI Briefing

Japan's #1 homebuilder, scaled globally via MDC Holdings/Woodside in US housing and Australia FY26/1 revenue ¥4,198B, OP ¥341B, margin compressing (8.9%→8.1%) as scale grows Trades at ¥2,223B cap/¥3,572B EV; diversified but margin dilution is the key read for investors

Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

54%

46%

EquityD/E 0.85xDebt

Liquidity vs Debt 5Y (¥B)▼ Net Debt

CashInv. Sec.Debt

Shareholders

Top 10 hold 38.6%

as of 2026-07-31 · Source: Annual Securities Report

The Master Trust Bank of Japan, Ltd. (Trust Account)

17.22%

Custody Bank of Japan, Ltd. (Trust Account)

7.91%

Sekisui House Ikushikai

3.46%

Sekisui Chemical Co.,Ltd.

2.18%

SMBC Nikko Securities Inc.

1.52%

JP MORGAN CHASE BANK 385781 (Standing Proxy: Mizuho Bank, Ltd.)

1.37%

STATE STREET BANK AND TRUST COMPANY 505001 (Standing Proxy: Mizuho Bank, Ltd.)

1.33%

Japan Securities Finance Co.,Ltd.

1.32%

Nomura Trust and Banking Co., Ltd. (Investment Trust Account)

1.24%

JPMorgan Securities Japan Co., Ltd.

1.06%

Management

15 officers

Yoshihiro NAKAI

Representative Director and CEO, President and Executive Officer

Apr 1988: Joined the Company Feb 2012: Appointed General Manager, Corporate Planning Department Apr 2014: Appointed Executive Officer; concurrently General Manager, Corporate Planning Department Apr 2016: Appointed Managing Executive Officer; in charge of Corporate Planning and Accounting & Finance Apr 2016: Appointed Director Feb 2018: Appointed Representative Director, President Apr 2021: Appointed Representative Director, President and Executive Officer and CEO; in charge of Strategy and Contract-based Business Apr 2025: Appointed Representative Director and CEO, President and Executive Officer (current)

1965-04-30

Satoshi TANAKA

Representative Director, Executive Vice President and Executive Officer; in charge of Finance, Human Resources, Audit and Administration

Apr 1981: Joined Mitsui & Co., Ltd. Apr 2004: Appointed General Manager, Investor Relations Department, Mitsui & Co., Ltd. Apr 2007: Appointed General Manager, Corporate Planning Department, Mitsui & Co., Ltd. Jul 2010: Appointed Deputy General Manager, Consumer Service Business Division, Mitsui & Co., Ltd. Apr 2011: Appointed Executive Officer and General Manager, Consumer Service Business Division, Mitsui & Co., Ltd. Apr 2013: Appointed Managing Executive Officer and General Manager, Consumer Service Business Division, Mitsui & Co., Ltd. Apr 2015: Appointed Senior Managing Executive Officer; General Manager, Asia & Oceania Division, Mitsui & Co., Ltd.; President, Mitsui & Co. Asia & Oceania Ltd. Apr 2017: Appointed Executive Vice President and Executive Officer; CAO, CIO and CPO, Mitsui & Co., Ltd. Jun 2017: Appointed Representative Director, Executive Vice President and Executive Officer, Mitsui & Co., Ltd. Jun 2019: Appointed Adviser, Mitsui & Co., Ltd. Mar 2020: Appointed Outside Director, Kuraray Co., Ltd. (current) Apr 2020: Appointed Outside Director, Sekisui House, Ltd. Jan 2021: Appointed Outside Director, IHH Healthcare Berhad (current) Apr 2021: Appointed Representative Director and Executive Vice President and Executive Officer; in charge of Administration and Human Resources (current) Apr 2025: In charge of Finance, Human Resources, Audit and Administration (current)

1958-02-27

Toru ISHII

Director, Senior Managing Executive Officer; in charge of Development Business Division; General Manager, International Business Division

Apr 1990: Joined the Company May 2012: Appointed General Manager, Development Business Division Apr 2014: Appointed Executive Officer; concurrently General Manager, Development Business Division Apr 2016: Appointed Managing Executive Officer Feb 2019: In charge of Development Business; concurrently General Manager, International Business Division Feb 2020: In charge of Development and Condominium Business; concurrently General Manager, International Business Division Apr 2020: Appointed Senior Managing Executive Officer; in charge of Development, Condominium and International Business (current) Apr 2020: Appointed Director (current) Feb 2021: In charge of Development Business Division (current) May 2024: Concurrently General Manager, International Business Division (current)

1966-11-03

Yasushi OMURA

Director, Senior Managing Executive Officer; in charge of Detached Housing Business; in charge of Renovation Business

Apr 1991: Joined the Company Aug 2008: Appointed General Manager, Tottori Branch Aug 2009: Appointed General Manager, Okayama Sherwood Housing Branch Feb 2014: Appointed General Manager, Okayama Branch Apr 2018: Appointed General Manager, Higashi-Shikoku Branch Feb 2019: Appointed General Manager, Kansai No. 2 Sales Division Feb 2021: Appointed General Manager, Sekiwa Construction Business Division Apr 2021: Appointed Executive Officer; concurrently General Manager, Sekiwa Construction Business Division Apr 2023: Appointed Managing Executive Officer; concurrently General Manager, Sekisui House Construction Business Division Feb 2024: Appointed President and Representative Director, Sekisui House Construction Holdings, Ltd. Apr 2025: Appointed Senior Managing Executive Officer; in charge of Detached Housing Business (current) Apr 2025: Appointed Director (current) Feb 2026: In charge of Renovation Business (current)

1968-12-01

Ken NOMA

Director, Senior Managing Executive Officer; in charge of Technology and Production

Apr 1988: Joined the Company Nov 2019: Appointed General Manager, General Housing Research Institute Apr 2021: Appointed Executive Officer; concurrently General Manager, General Housing Research Institute Oct 2021: Concurrently General Manager, R&D Division Apr 2022: Appointed Managing Executive Officer Sep 2023: In charge of Production and Procurement; concurrently General Manager, R&D Division Apr 2024: Appointed Senior Managing Executive Officer; in charge of Technology and Production; concurrently General Manager, R&D Division (current) Feb 2025: In charge of Technology and Production Feb 2026: Overseeing Technology and Production (current) Apr 2026: Appointed Director (current)

1963-09-13

Yukiko YOSHIMARU

Outside Director

Apr 1982: Joined Oki Electric Industry Co., Ltd. Apr 1998: Appointed Director, Oki America Inc.; concurrently General Manager, New York Office, Oki Electric Industry Co., Ltd. Oct 2004: Appointed General Manager, Diversity Development Office, Nissan Motor Co., Ltd. Apr 2008: Joined NIFCO Inc. Jun 2011: Appointed Executive Officer, NIFCO Inc. Apr 2018: Appointed Outside Director, Sekisui House, Ltd. (current) Jun 2019: Appointed Outside Director, Mitsui Chemicals, Inc. Jun 2021: Appointed Outside Director, Daiwabo Holdings Co., Ltd. (current) Jun 2024: Appointed Outside Director, Nichirei Corporation (current)

1960-02-01

Toshifumi KITAZAWA

Outside Director

Apr 1977: Joined Tokio Marine & Fire Insurance Co., Ltd. Jun 2008: Appointed Managing Director, Tokio Marine & Nichido Anshin Life Insurance Co., Ltd. Jun 2009: Appointed Senior Managing Director, Tokio Marine & Nichido Anshin Life Insurance Co., Ltd. Jun 2010: Appointed President and Representative Director, Tokio Marine & Nichido Anshin Life Insurance Co., Ltd. Jun 2010: Appointed Director, Tokio Marine Holdings, Inc. Apr 2014: Appointed Vice President, Tokio Marine & Nichido Fire Insurance Co., Ltd. Jun 2014: Appointed Senior Managing Executive Officer, Tokio Marine Holdings, Inc. Apr 2016: Appointed President and Representative Director, Tokio Marine & Nichido Fire Insurance Co., Ltd. Jun 2016: Appointed Director, Tokio Marine Holdings, Inc. Apr 2019: Appointed Vice Chairman, Tokio Marine & Nichido Fire Insurance Co., Ltd. Jun 2019: Appointed Outside Director (Audit and Supervisory Committee Member), MUFG Bank, Ltd. Jun 2019: Appointed Outside Director, Mitsubishi Logistics Corporation (current) Apr 2020: Appointed Outside Director, Sekisui House, Ltd. (current) Apr 2022: Appointed Senior Adviser, Tokio Marine & Nichido Fire Insurance Co., Ltd. (current)

1953-11-18

Yoshimi NAKAJIMA

Outside Director

Apr 1980: Joined Yasuda Trust & Banking Co., Ltd. (currently Mizuho Trust & Banking Co., Ltd.) Feb 1982: Joined Avon Products K.K. (currently MFG & Mission Co., Ltd.) May 1997: Appointed Vice President, Citibank, N.A. Jun 2000: Appointed Senior General Manager, Societe Generale Securities Japan Apr 2002: Appointed Vice President (Japan), American Express International, Inc. Aug 2011: Appointed Country Manager (President), Singapore, American Express International, Inc. Feb 2014: Appointed Senior Executive Vice President (Japan), American Express International, Inc. Apr 2014: Appointed President and Representative Director, American Express Japan Co., Ltd. Jun 2017: Appointed Outside Director, Yamaha Corporation Jun 2017: Appointed Outside Director, AEON Financial Service Co., Ltd. (current) Jun 2018: Appointed Outside Director, Japan Freight Railway Company (current) Sep 2018: Appointed Outside Director, ULVAC, Inc. (current) Apr 2021: Appointed Specially Appointed Professor, Graduate School of Business Creation (current) Apr 2021: Appointed Outside Director, Sekisui House, Ltd. (current)

1956-12-16

Shinichi ABE

Outside Director

May 1993: Joined Axiomatics Corporation Nov 1995: Joined Asahi Audit Corporation Jan 1998: Joined J.D. Edwards Japan K.K. Nov 2003: Joined PeopleSoft Japan K.K. Apr 2005: Appointed Executive Officer in charge of Overseas Business, Availus K.K. Dec 2005: Appointed Director, Applications Business Division, Oracle Information Systems Japan K.K. Aug 2006: Appointed Executive Officer and General Manager, Global Strategic Accounts Sales Division, Applications Business Group, Oracle Corporation Japan Feb 2011: Appointed Managing Director, Enterprise Division, Google Godo Kaisha Jan 2017: Appointed Representative, Google Cloud Japan G.K. Apr 2020: Appointed President and Representative Director, MNES Co., Ltd. (current) Apr 2022: Appointed Outside Director, Sekisui House, Ltd. (current) Jun 2025: Appointed Outside Director, Macnica Holdings, Inc. (current)

1968-08-07

Yukiko KURODA

Outside Director

Apr 1986: Joined Sony Corporation Jan 1991: Appointed Representative Director, People Focus Consulting Inc. Jun 2010: Appointed Outside Audit & Supervisory Board Member, Astellas Pharma Inc. Mar 2011: Appointed Outside Director, CAC Corporation (now CAC Holdings Corporation) Apr 2012: Appointed Director and Founder, People Focus Consulting Inc. Jun 2013: Appointed Outside Director, Marubeni Corporation Jun 2015: Appointed Outside Director, Mitsui Chemicals, Inc. Jun 2018: Appointed Outside Director, Seven Bank, Ltd. Jun 2018: Appointed Outside Director, Terumo Corporation Jun 2022: Appointed Outside Director, Obayashi Corporation (current) Aug 2022: Appointed Outside Director, Oracle Corporation Japan (current) Mar 2024: Appointed Adviser and Founder, People Focus Consulting Inc. (current) Apr 2025: Appointed Outside Director, Sekisui House, Ltd. (current) Jun 2025: Appointed Outside Director, Santen Pharmaceutical Co., Ltd. (current)

1963-09-24

Takashi OGINO

Standing Audit & Supervisory Board Member

Apr 1982: Joined the Company Aug 2014: Appointed General Manager, Utsunomiya Branch Feb 2020: Appointed Deputy General Manager, Audit Department Feb 2021: Appointed General Manager, Audit Department Apr 2021: Appointed Business Officer Apr 2022: Appointed Standing Audit & Supervisory Board Member (current)

1959-11-25

Osamu MINAGAWA

Standing Audit & Supervisory Board Member

Jan 1991: Joined the Company Aug 2004: Appointed General Manager, Tokyo South Branch Aug 2009: Appointed General Manager, Tokyo Sales Division Apr 2012: Appointed Executive Officer; concurrently General Manager, Tokyo Sales Division Apr 2018: Appointed Managing Executive Officer Aug 2019: In charge of Affiliated Companies; concurrently General Manager, Audit Department Feb 2021: In charge of Audit, Personnel and Real Estate Feb 2022: In charge of Audit, Human Capital Development, Personnel & General Affairs and Real Estate Feb 2025: In charge of Audit, Human Capital Development, Personnel & General Affairs Apr 2025: In charge of Personnel and Audit Apr 2025: Appointed Standing Audit & Supervisory Board Member (current)

1962-09-19

Yoritomo WADA

Outside Audit & Supervisory Board Member

Apr 1978: Joined Tohmatsu & Aoki Audit Corporation (currently Deloitte Tohmatsu LLC) Jun 1996: Appointed Partner, Audit Corporation Tohmatsu (currently Deloitte Tohmatsu LLC) Jun 2019: Appointed Outside Audit & Supervisory Board Member, Nippon Shokubai Co., Ltd. Apr 2020: Appointed Outside Audit & Supervisory Board Member, Sekisui House, Ltd. (current) Mar 2023: Appointed Outside Audit & Supervisory Board Member, TRUSCO NAKAYAMA Corporation (current)

1955-10-23

Hiroko TAMAI

Outside Audit & Supervisory Board Member

Apr 1994: Joined Nagashima Ohno law firm (currently Nagashima Ohno & Tsunematsu) Sep 2000: Worked at Covington & Burling LLP May 2001: Rejoined Nagashima Ohno & Tsunematsu Jan 2003: Appointed Partner, Nagashima Ohno & Tsunematsu (current) Jun 2015: Appointed Outside Audit & Supervisory Board Member, Japan Bank for International Cooperation Jun 2017: Appointed Outside Director, Mitsui Sugar Co., Ltd. (currently DM Mitsui Sugar Holdings Co., Ltd.) Jun 2022: Appointed Outside Audit & Supervisory Board Member, Mitsui & Co., Ltd. (current) Apr 2025: Appointed Outside Audit & Supervisory Board Member, Sekisui House, Ltd. (current)

1965-11-28

Nobuo HANADA

Outside Audit & Supervisory Board Member

Apr 1983: Joined Fuji Photo Film Co., Ltd. (currently FUJIFILM Holdings Corporation) Oct 2006: Appointed Manager, Accounting Department, FUJIFILM Corporation Nov 2012: Appointed Manager, Accounting Group, Business Planning Department, FUJIFILM Holdings Corporation Jun 2013: Appointed General Manager, Internal Audit Department, FUJIFILM Holdings Corporation and FUJIFILM Corporation Sep 2017: Appointed General Manager, Global Internal Audit Department, FUJIFILM Holdings Corporation Jun 2020: Appointed Full-time Audit & Supervisory Board Member, FUJIFILM Holdings Corporation and FUJIFILM Corporation Apr 2026: Appointed Outside Audit & Supervisory Board Member, Sekisui House, Ltd. (current)

1960-04-08

Large Shareholding Reports

Amova Asset Management Co., Ltd.

2026-07-06

2.77%→2.87%

Mitsubishi UFJ Trust and Banking Corporation

2026-04-06

2.46%→2.08%

BlackRock Fund Advisors

2026-03-04

2.03%→2.06%

Amova Asset Management Co., Ltd.

2026-02-05

2.74%→2.77%

BlackRock Fund Advisors

2026-02-03

2.09%→2.03%

Amova Asset Management Co., Ltd.

2026-01-08

2.77%→2.74%

Mitsubishi UFJ Trust and Banking Corporation

2025-12-01

2.46%

Mitsubishi UFJ Trust and Banking Corporation

2025-11-17

2.53%→2.46%

Sumitomo Mitsui Trust Asset Management Co., Ltd.

2025-10-21

2.90%→2.89%

Mitsubishi UFJ Trust and Banking Corporation

2025-10-20

2.54%→2.53%

Sumitomo Mitsui Trust Asset Management Co., Ltd.

2025-10-06

2.95%→2.90%

Sumitomo Mitsui Trust Asset Management Co., Ltd.

2025-09-19

2.95%→2.95%

Sumitomo Mitsui Trust Asset Management Co., Ltd.

2025-08-06

2.90%→2.95%

Disclosures

No disclosures

Primary Source Filings

EDINET

2026-09-11

Semi-Annual Securities Report

Period: Feb 2026 – Jan 2027

Sekisui House,Ltd.

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