Aeon Co., Ltd.

TSE:8267 Rapport sur les actions

Capitalisation boursière : JP¥3.8t

Aeon Résultats passés

Passé contrôle des critères 5/6

Aeon a connu une croissance annuelle moyenne de ses bénéfices de 50.1%, tandis que le secteur Consumer Retailing a vu ses bénéfices augmenter de en hausse à 10.7% par an. Les revenus ont augmenté de en hausse à un taux moyen de 4.6% par an. Le rendement des capitaux propres de Aeon est 5.6% et ses marges nettes sont de 0.7%.

Informations clés

50.06%

Taux de croissance des bénéfices

49.54%

Taux de croissance du BPA

Consumer Retailing Croissance de l'industrie7.83%
Taux de croissance des recettes4.56%
Rendement des fonds propres5.65%
Marge nette0.68%
Prochaine mise à jour des résultats10 Jul 2026

Mises à jour récentes des performances passées

Article d’analyse • Apr 17

We Think Aeon's (TSE:8267) Profit Is Only A Baseline For What They Can Achieve

Even though Aeon Co., Ltd. ( TSE:8267 ) posted strong earnings, investors appeared to be underwhelmed. We have done...

Recent updates

Mise à jour du récit • Jun 06

8267: Impairment Charges Will Keep Shares Overpriced Despite Consumer Sector Optimism

Analysts have adjusted their outlook on Aeon, revising the price target to ¥1,100. This reflects updated assumptions on the discount rate, revenue growth, profit margin, and future P/E following recent sector research.
Mise à jour du récit • May 21

8267: Impairment Charges And Share Consolidation Will Continue To Leave Shares Overpriced

Analysts have adjusted their price target on Aeon to ¥810 from ¥550, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and a higher future P/E multiple. What's in the News Aeon has scheduled a board meeting on April 8, 2026 to discuss the purpose and outline of a share consolidation and related matters (company announcement).
Mise à jour du récit • May 01

8267: Dividend Outlook And Margin Improvement Will Drive Future Earnings Upside

Aeon’s analyst price target remains at ¥2,600. Analysts highlight updated assumptions for a higher discount rate, slightly softer revenue growth, improved profit margins, and a lower future P/E multiple as justification for keeping the target unchanged.
Article d’analyse • Apr 17

We Think Aeon's (TSE:8267) Profit Is Only A Baseline For What They Can Achieve

Even though Aeon Co., Ltd. ( TSE:8267 ) posted strong earnings, investors appeared to be underwhelmed. We have done...
Mise à jour du récit • Apr 16

8267: Higher P/E And Impairment Charge Will Limit Upside Despite Dividend Plans

Analysts have reduced Aeon's fair value estimate from ¥1,862.5 to ¥1,832.5. This change reflects updated views on a slightly higher discount rate, more conservative assumptions for revenue growth and profit margins, and a revised future P/E of 59.97x. What's in the News Aeon issued consolidated earnings guidance for the fiscal year ending February 28, 2027, with expected operating revenue of ¥12,000,000 million, operating profit of ¥340,000 million, profit attributable to owners of the parent of ¥73,000 million, and basic EPS of ¥26.39 (company guidance).
Article d’analyse • Apr 11

Aeon Co., Ltd. Just Recorded A 11% EPS Beat: Here's What Analysts Are Forecasting Next

Shareholders might have noticed that Aeon Co., Ltd. ( TSE:8267 ) filed its yearly result this time last week. The early...
Mise à jour du récit • Apr 02

8267: Raised Guidance And Tsuruha Consolidation Will Continue To Leave Shares Overpriced

Aeon’s analyst price target has been revised to ¥550, with analysts pointing to updated assumptions around revenue growth, profit margin, discount rate and a lower implied future P/E as key drivers of the change in view. What's in the News Aeon held an Analyst/Investor Day, providing the market with additional detail on its plans and assumptions around future performance (Key Developments).
Mise à jour du récit • Mar 19

8267: Consolidation Of Tsuruha Will Drive Portfolio Reforms And Earnings Upside

The analyst price target for Aeon remains at ¥2,600. Analysts point to a slightly higher discount rate, softer assumed revenue growth and profit margins, and a higher future P/E multiple as offsetting factors that together support keeping the target unchanged.
Mise à jour du récit • Mar 04

8267: Higher P/E Assumptions Will Restrain Upside Despite Earnings Guidance Update

Aeon’s analyst price target has shifted from ¥1,814 to ¥1,863 as analysts factor in updated assumptions for the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Aeon held an Analyst/Investor Day, giving the market an updated view of its business plans and capital allocation priorities (Key Developments).
Mise à jour du récit • Feb 18

8267: Consolidation Of Tsuruha And Portfolio Reforms Will Shape Earnings Outlook

Analysts have adjusted their price target for Aeon to ¥2,600 from ¥4,800, reflecting updated assumptions around slightly lower discount rates, higher revenue growth, a higher profit margin, and a higher future P/E multiple. What's in the News Aeon revised its consolidated earnings guidance for the fiscal year ending February 28, 2026, now expecting operating revenue of ¥10,700,000 million and operating profit of ¥275,000 million, with net income attributable to owners of parent in a range of ¥60,000 million to ¥70,000 million and net income per share projected at ¥22.35 to ¥26.07, compared with prior net income guidance of ¥40,000 million and net income per share of ¥15.49 (Key Developments).
Mise à jour du récit • Feb 04

8267: Elevated Guidance And Tsuruha Consolidation Will Likely Leave Shares Overpriced

Aeon’s analyst price target has shifted from ¥223.02 to ¥550.00 as analysts now apply higher assumptions for revenue growth, profit margins, and future P/E multiples, while using a slightly lower discount rate. What's in the News Aeon raised its consolidated guidance for the fiscal year ending February 28, 2026.
Mise à jour du récit • Jan 21

8267: Tender Offer And Lower Future P/E Will Limit Upside

Aeon’s analyst price target has shifted modestly higher to US$1,814.29 from US$1,792.86 as analysts factor in updated assumptions for revenue growth, profit margins, the discount rate and a lower future P/E multiple. What's in the News Aeon revised its consolidated earnings guidance for the fiscal year ending February 28, 2026, and now expects operating revenue of ¥10.7b and operating profit of ¥275,000m.
Mise à jour du récit • Jan 07

8267: Tender Offer And High Future P/E Will Likely Limit Upside

Analysts have nudged their price target on Aeon slightly higher to reflect updated assumptions around discount rates, revenue growth, profit margins and future P/E. The revised valuation is now framed around a fair value of $1,792.86 per share.
Mise à jour du récit • Dec 23

8267: Rising Profit Margins Will Likely Fail To Offset Multiple Compression

Analysts have raised their price target on Aeon from approximately $1,630.95 to $1,792.86. This reflects improved profit margin assumptions and a lower expected future P E multiple, despite slightly softer long term revenue growth forecasts.
Mise à jour du récit • Dec 09

8267: Elevated Future P E Multiple Will Likely Pressure Share Returns

Analysts have nudged their price target on Aeon slightly higher to approximately $1,631 per share, reflecting modestly higher long term growth and profitability assumptions despite a marginally increased discount rate. What's in the News Aeon Co., Ltd.
Mise à jour du récit • Nov 25

8267: Rising P E Ratio Will Likely Intensify Downside Risks This Year

Narrative Update on Aeon: Analyst Price Target Revision Analysts have raised their price target for Aeon from $1,573.81 to $1,630.95. They cite modest adjustments in discount rates and projected growth assumptions as key factors behind the upward revision.
Mise à jour du récit • Nov 08

8267: Elevated P E Ratio Will Heighten Downside Risk in Coming Quarters

Narrative Update on Aeon: Analyst Price Target Revision Analysts have raised Aeon's fair value estimate from $1,392.86 to $1,573.81. They cite improvements in expected revenue growth and profit margins as factors supporting the higher forecast.
Mise à jour du récit • Oct 25

Aging Demographics And Digital Trends Will Shape Retail Profits Ahead

Analysts have raised Aeon's fair value estimate from $1,331 to $1,393. This change reflects increased revenue growth forecasts and improved profit margin expectations.
Mise à jour du récit • Oct 11

Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape

Analysts have raised their price target for Aeon from $1,278.62 to $1,331.00. They cite improved profit margins, even though the revenue growth outlook is slightly tempered and the discount rate is incrementally higher.
Mise à jour du récit • Sep 27

Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape

Aeon's improved net profit margin and a modest decline in its future P/E multiple have contributed to a slight upward revision of the consensus analyst price target from ¥1250 to ¥1279. What's in the News Aeon reported an extraordinary impairment loss of JPY 8,131 million for the three months ended May 31, 2025, significantly higher than JPY 979 million a year earlier.
Mise à jour du récit • Sep 12

Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape

Aeon's consensus price target has been raised to ¥1250, primarily reflecting a modest expansion in its forward P/E multiple while net profit margin remains steady. What's in the News Aeon reported an extraordinary impairment loss of JPY 8,131 million for the three months ended May 31, 2025, significantly higher than JPY 979 million a year ago.
Mise à jour du récit • Aug 28

Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape

Aeon's consensus price target has been sharply reduced, as a lower discount rate was outweighed by a higher future P/E, bringing fair value down significantly from ¥3664 to ¥1297. What's in the News Reported extraordinary impairment loss of JPY 8,131 million for the quarter, significantly higher than JPY 979 million a year earlier.
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Nouveau récit • Jan 26

Climate Volatility Will Impact Retail Sales, But TOPVALU BESTPRICE Could Draw More Customers Ahead

Record high temperatures affecting retail segments may pressure future Aeon revenue growth due to sales pattern impacts.

Ventilation des recettes et des dépenses

Comment Aeon gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.

Historique des gains et des recettes

TSE:8267 Recettes, dépenses et bénéfices (JPY Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
28 Feb 2610,715,34272,6773,277,5660
30 Nov 2510,413,70435,2993,011,1680
31 Aug 2510,325,41227,3433,211,3600
31 May 2510,252,55718,8652,989,8980
28 Feb 2510,134,87728,7833,173,9140
30 Nov 249,998,27810,6662,941,2270
31 Aug 249,841,65726,8623,084,5090
31 May 249,677,97532,0893,017,3940
29 Feb 249,553,55744,6922,967,2860
30 Nov 239,420,89243,4222,932,0380
31 Aug 239,340,97426,6612,897,9620
31 May 239,238,39419,7372,860,2720
28 Feb 239,116,82321,3812,811,2720
30 Nov 228,987,17611,7782,779,8970
31 Aug 228,858,22219,9542,719,2600
31 May 228,765,96920,8752,672,6720
28 Feb 228,715,9576,5042,639,9130
30 Nov 218,661,939-17,3902,619,9830
31 Aug 218,678,297-8,8802,606,9190
31 May 218,680,847-12,0502,585,7080
28 Feb 218,603,910-71,0242,574,6960
30 Nov 208,609,740-29,4092,572,6460
31 Aug 208,584,524-34,5092,589,7240
31 May 208,564,136-22,7932,612,1400
29 Feb 208,604,20726,8382,630,3560
30 Nov 198,565,85616,6642,666,2390
31 Aug 198,542,02916,8682,651,2270
31 May 198,529,93112,7372,641,3220
28 Feb 198,518,21523,6372,630,7110
30 Nov 188,522,80529,5562,631,4150
31 Aug 188,487,81030,8642,621,1130
31 May 188,426,53127,4012,598,9880
28 Feb 188,390,01224,5222,580,9530
30 Nov 178,316,85624,1072,560,3890
31 Aug 178,266,91120,8452,539,8970
31 May 178,232,11721,1882,527,6830
28 Feb 178,210,14511,2552,515,9050
30 Nov 168,240,5436,2262,533,0650
31 Aug 168,213,680-1,4932,517,6500
31 May 168,203,457-5,2662,502,6180
29 Feb 168,176,7326,0082,479,4140
30 Nov 158,037,582-4,7692,460,4070
31 Aug 157,721,91542,1772,367,9410

Des revenus de qualité: 8267 a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de 8267 sont plus élevées que l'année dernière 8267. (0.7%) sont plus élevées que l'année dernière (0.3%).

Analyse des flux de trésorerie disponibles par rapport aux bénéfices

Analyse de la croissance passée des bénéfices

Tendance des revenus: 8267 est devenue rentable au cours des 5 dernières années, augmentant ses bénéfices de 50.1% par an.

Accélération de la croissance: La croissance des bénéfices de 8267 au cours de l'année écoulée ( 152.5% ) dépasse sa moyenne sur 5 ans ( 50.1% par an).

Bénéfices par rapport au secteur d'activité: La croissance des bénéfices 8267 au cours de l'année écoulée ( 152.5% ) a dépassé celle du secteur Consumer Retailing 3%.

Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de 8267 ( 5.6% ) est considéré comme faible.

Rendement des actifs

Rendement des capitaux employés

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/16 21:56
Cours de l'action en fin de journée2026/06/16 00:00
Les revenus2026/02/28
Revenus annuels2026/02/28

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Aeon Co., Ltd. est couverte par 19 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Ryota HimenoBarclays
Yugo ShimaBernstein
Hidehiko AokiBofA Global Research