East Japan Railway(EJR)株式概要東日本旅客鉄道(JR東日本)は、旅客鉄道会社として日本国内および国際的に事業を展開している。 詳細EJR ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長1/6過去の実績2/6財務の健全性1/6配当金3/6報酬株価収益率( 16.5 x) German市場( 17 x)を下回っています。収益は年間8.51%増加すると予測されています 過去5年間の収益は年間59.1%増加しました。 リスク分析負債は営業キャッシュフローで十分にカバーされていない 2.43%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見るEJR Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW480,860 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA480,860 investors already sharing narrativesYour Fair Value€Current Price€18.8514.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-499b4t2016201920222025202620282031Revenue JP¥3.9tEarnings JP¥296.4bAdvancedSet Fair ValueView all narrativesEast Japan Railway Company 競合他社Hapag-LloydSymbol: XTRA:HLAGMarket cap: €22.0bDeutsche LufthansaSymbol: XTRA:LHAMarket cap: €10.0bSixtSymbol: XTRA:SIX2Market cap: €3.1bDeutsche PostSymbol: XTRA:DHLMarket cap: €61.3b価格と性能株価の高値、安値、推移の概要East Japan Railway過去の株価現在の株価JP¥18.8552週高値JP¥22.8252週安値JP¥17.46ベータ0.0481ヶ月の変化1.34%3ヶ月変化-4.31%1年変化-7.14%3年間の変化11.10%5年間の変化1.75%IPOからの変化14.94%最新ニュースReported Earnings • Aug 04First quarter 2027 earnings released: EPS: JP¥60.24 (vs JP¥69.56 in 1Q 2026)First quarter 2027 results: EPS: JP¥60.24 (down from JP¥69.56 in 1Q 2026). Revenue: JP¥772.7b (up 8.0% from 1Q 2026). Net income: JP¥68.0b (down 14% from 1Q 2026). Profit margin: 8.8% (down from 11% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, while revenues in the Transportation industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 01+ 1 more updateEast Japan Railway Company Provides Dividend Guidance for the Second Quarter-End and Fiscal Year Ending March 31, 2027East Japan Railway Company provided dividend guidance for the Second Quarter-End and Fiscal Year Ending March 31, 2027. For the second quarter end, the company expects dividend of JPY 42.00 per share against JPY 35.00 per share a year ago. For the fiscal year ending March 31, 2027, the Company expects dividend of JPY 42.00 per share against JPY 39.00 per share a year ago.Declared Dividend • Jul 26Final dividend of JP¥42.00 announcedShareholders will receive a dividend of JP¥42.00. Ex-date: 29th September 2026 Payment date: 1st December 2026 Dividend yield will be 220%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 04East Japan Railway Company to Report Q1, 2027 Results on Jul 31, 2026East Japan Railway Company announced that they will report Q1, 2027 results on Jul 31, 2026お知らせ • Apr 30East Japan Railway Company, Annual General Meeting, Jun 19, 2026East Japan Railway Company, Annual General Meeting, Jun 19, 2026.お知らせ • Apr 21East Japan Railway Company to Report Fiscal Year 2026 Results on Apr 30, 2026East Japan Railway Company announced that they will report fiscal year 2026 results on Apr 30, 2026最新情報をもっと見るRecent updatesReported Earnings • Aug 04First quarter 2027 earnings released: EPS: JP¥60.24 (vs JP¥69.56 in 1Q 2026)First quarter 2027 results: EPS: JP¥60.24 (down from JP¥69.56 in 1Q 2026). Revenue: JP¥772.7b (up 8.0% from 1Q 2026). Net income: JP¥68.0b (down 14% from 1Q 2026). Profit margin: 8.8% (down from 11% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, while revenues in the Transportation industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 01+ 1 more updateEast Japan Railway Company Provides Dividend Guidance for the Second Quarter-End and Fiscal Year Ending March 31, 2027East Japan Railway Company provided dividend guidance for the Second Quarter-End and Fiscal Year Ending March 31, 2027. For the second quarter end, the company expects dividend of JPY 42.00 per share against JPY 35.00 per share a year ago. For the fiscal year ending March 31, 2027, the Company expects dividend of JPY 42.00 per share against JPY 39.00 per share a year ago.Declared Dividend • Jul 26Final dividend of JP¥42.00 announcedShareholders will receive a dividend of JP¥42.00. Ex-date: 29th September 2026 Payment date: 1st December 2026 Dividend yield will be 220%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 04East Japan Railway Company to Report Q1, 2027 Results on Jul 31, 2026East Japan Railway Company announced that they will report Q1, 2027 results on Jul 31, 2026お知らせ • Apr 30East Japan Railway Company, Annual General Meeting, Jun 19, 2026East Japan Railway Company, Annual General Meeting, Jun 19, 2026.お知らせ • Apr 21East Japan Railway Company to Report Fiscal Year 2026 Results on Apr 30, 2026East Japan Railway Company announced that they will report fiscal year 2026 results on Apr 30, 2026お知らせ • Dec 02East Japan Railway Company to Report Q3, 2026 Results on Feb 02, 2026East Japan Railway Company announced that they will report Q3, 2026 results on Feb 02, 2026お知らせ • Oct 30+ 1 more updateEast Japan Railway Company Announces Dividend for the 2nd Quarter End of the Fiscal Year Ending March 31, 2026, Payable on December 1, 2025; Revises Dividend Guidance for the Fiscal Year Ending March 31, 2026East Japan Railway Company announced dividend of JPY 35 per share for the second quarter end of the fiscal year ending March 31, 2026 against JPY 31 per share, previously forecasted. Record date is September 30, 2025. Effective date is December 1, 2025. Revised dividend guidance for the fiscal year ending March 31, 2026. For the period, Company now expects dividend of JPY 35.00 per share against previous forecast of JPY 31.00 per share.お知らせ • Sep 02East Japan Railway Company to Report Q2, 2026 Results on Oct 30, 2025East Japan Railway Company announced that they will report Q2, 2026 results on Oct 30, 2025お知らせ • Jul 31East Japan Railway Company (TSE:9020) announces an Equity Buyback for 2,404,700 shares, representing 0.21% for ¥7,738.32 million.East Japan Railway Company (TSE:9020) announces a share repurchase program. Under the program, the company will repurchase up to 2,404,700 shares, representing 0.21% of its issued share capital for total worth of ¥6,967.87 million. The program is to allocate shares necessary for the employee stock compensation plan, as well as to enable the implementation of a flexible and agile capital policy. As of June 30, 2025, the company had 1,134,333,634 shares in issue and 78,566 shares in treasury.お知らせ • Jun 12Bain, KKR Reportedly to Be Second-Round Bidders for Sapporo UnitBain Capital, LP, KKR & Co. Inc. (NYSE:KKR) and Lone Star (Lone Star Americas Acquisitions, Inc.) are among investment firms that have advanced to the second round of bidding for the real estate unit of Sapporo Holdings Limited (TSE:2501), according to people familiar with the matter. Bidding will end in August and the sale price is expected to exceed ¥400 billion ($2.8 billion), said the people, who asked not to be identified discussing non-public information. The aim is to reach an agreement by the end of this year, they said. Sapporo Real Estate Co. (Sapporo Real Estate Development Co., Ltd.) owns and operates Yebisu Garden Place, one of Tokyo’s biggest mixed-use developments, housing the Michelin three-star French restaurant Joel Robuchon, Westin Hotel, a Yebisu beer brewery as well as stores and condominiums. Sapporo Holdings, a maker of beverages including beer and whiskey, plans to use the proceeds from the sale to invest in future growth initiatives, the people said. Sapporo Holdings shares advanced 4.8% on June 11, 2025 after the Bloomberg report, the sharpest gain in two months. Japanese companies are facing increased pressure from activist shareholders to sell off businesses that aren’t profitable or aren’t related to their main operations. One of those investment firms, 3D Investment Partners, has said that Sapporo Real Estate should be spun off, because its business is being used to cover up the poor performance of the core beverage operations. Bain is collaborating with East Japan Railway Company (TSE:9020) and Tokyu Corporation (TSE:9005) in its bid, the people said. The Bain camp’s proposal is expected to take into account Yebisu Garden Place’s connection to JR Ebisu station via a moving walkway, and its proximity to Shibuya station, which is served by both JR and Tokyu lines, they said. Representatives for Bain Capital, KKR and Sapporo declined to comment. Spokespeople for Tokyu and Lone Star weren’t immediately available to comment. A JR East spokesperson said that the company isn’t participating in the bidding, and isn’t collaborating with Bain Capital. More than 10 companies submitted bids in the first round held in December 2024, the people said.お知らせ • Jun 03East Japan Railway Company to Report Q1, 2026 Results on Jul 31, 2025East Japan Railway Company announced that they will report Q1, 2026 results on Jul 31, 2025お知らせ • Apr 30East Japan Railway Company, Annual General Meeting, Jun 20, 2025East Japan Railway Company, Annual General Meeting, Jun 20, 2025.お知らせ • Mar 04East Japan Railway Company to Report Fiscal Year 2025 Results on Apr 30, 2025East Japan Railway Company announced that they will report fiscal year 2025 results on Apr 30, 2025お知らせ • Feb 21East Japan Railway Company (TSE:9020) announces an Equity Buyback for 2,470,000 shares, for ¥6,967.87 million.East Japan Railway Company (TSE:9020) announces a share repurchase program. Under the program, the company will repurchase up to 2,470,000 shares, representing 0.22% of its issued share capital for total worth of ¥6,967.87 million. The program is necessary for the share exchange with Lumine Inc. and JR East Retail Development Co., Ltd., becoming wholly-owned subsidiaries. The program will expire on February 20, 2025. As of March 31, 2019, the company had 1,134,316,817 shares in issue and 95,383 shares in treasury.お知らせ • Dec 03East Japan Railway Company to Report Q3, 2025 Results on Feb 03, 2025East Japan Railway Company announced that they will report Q3, 2025 results on Feb 03, 2025Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥58.76 (vs JP¥63.96 in 2Q 2024)Second quarter 2025 results: EPS: JP¥58.76 (down from JP¥63.96 in 2Q 2024). Revenue: JP¥708.4b (up 5.7% from 2Q 2024). Net income: JP¥66.5b (down 8.0% from 2Q 2024). Profit margin: 9.4% (down from 11% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.5%).お知らせ • Sep 05East Japan Railway Company to Report Q2, 2025 Results on Oct 31, 2024East Japan Railway Company announced that they will report Q2, 2025 results on Oct 31, 2024Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥64.79 (vs JP¥39.66 in 1Q 2024)First quarter 2025 results: EPS: JP¥64.79 (up from JP¥39.66 in 1Q 2024). Revenue: JP¥686.7b (up 9.1% from 1Q 2024). Net income: JP¥73.3b (up 64% from 1Q 2024). Profit margin: 11% (up from 7.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 121% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Declared Dividend • Jul 11Final dividend of JP¥26.00 announcedShareholders will receive a dividend of JP¥26.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 177%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 2.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 25Full year 2024 earnings released: EPS: JP¥521 (vs JP¥87.79 in FY 2023)Full year 2024 results: EPS: JP¥521 (up from JP¥87.79 in FY 2023). Revenue: JP¥2.73t (up 14% from FY 2023). Net income: JP¥196.4b (up 98% from FY 2023). Profit margin: 7.2% (up from 4.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 128% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Jun 06East Japan Railway Company to Report Q1, 2025 Results on Jul 31, 2024East Japan Railway Company announced that they will report Q1, 2025 results on Jul 31, 2024Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥521 (vs JP¥87.79 in FY 2023)Full year 2024 results: EPS: JP¥521 (up from JP¥87.79 in FY 2023). Revenue: JP¥2.73t (up 14% from FY 2023). Net income: JP¥196.4b (up 98% from FY 2023). Profit margin: 7.2% (up from 4.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 128% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • May 01East Japan Railway Company, Annual General Meeting, Jun 20, 2024East Japan Railway Company, Annual General Meeting, Jun 20, 2024.New Risk • Mar 27New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 121% Dividend yield: 3.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risk Dividend is not well covered by cash flows (121% cash payout ratio).Upcoming Dividend • Mar 21Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.6%).お知らせ • Mar 03East Japan Railway Company to Report Fiscal Year 2024 Results on Apr 30, 2024East Japan Railway Company announced that they will report fiscal year 2024 results on Apr 30, 2024Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥181 (vs JP¥121 in 3Q 2023)Third quarter 2024 results: EPS: JP¥181 (up from JP¥121 in 3Q 2023). Revenue: JP¥701.2b (up 15% from 3Q 2023). Net income: JP¥68.2b (up 50% from 3Q 2023). Profit margin: 9.7% (up from 7.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Jan 31+ 1 more updateEast Japan Railway Company Revises Consolidated and Non-Consolidated Earnings Guidance for the Year Ending March 31, 2024East Japan Railway Company revised consolidated and non-consolidated earnings guidance for the year ending March 31, 2024. For the year, on consolidated basis, the company expects operating revenues of ¥2,712,000 million compared to previous guidance of ¥2,696,000 million, operating income of ¥310,000 million compared to previous guidance of ¥270,000 million, Profit attributable to owners of parent of ¥165,000 million compared to previous guidance of ¥137,000 million and earnings per share-basic of ¥438.10 compared to previous guidance of ¥363.74.For the year, on non-consolidated basis, the company expects operating revenues of ¥1,978,000 million compared to previous guidance of ¥1,969,000 million, operating income of ¥218,000 million compared to previous guidance of ¥177,000 million, Profit of ¥112,000 million compared to previous guidance of ¥83,000 million and earnings per share-basic of ¥296.61 compared to previous guidance of ¥219.81.お知らせ • Jan 17East Japan Railway Company Announces CEO Changes, Effective April 1, 2024East Japan Railway Company announced at its meeting held on January 17, 2024, the board of directors of the company adopted a resolution to appoint executives (As of April 1, 2024): Yuji Fukasawa, President and CEO (Representative Director) as Chairman (Director); Yoichi Kise, Executive Vice President (Representative Director) as President and CEO (Representative Director). Yoichi Kise: Date of birth: August 26, 1964 (Age: 59); Brief personal record: April 1989 Entered the Company; June 2015 Executive Officer; June 2018 Executive Director; June 2021 Executive Vice President (Representative Director).お知らせ • Dec 02East Japan Railway Company to Report Q3, 2024 Results on Jan 31, 2024East Japan Railway Company announced that they will report Q3, 2024 results on Jan 31, 2024お知らせ • Nov 02East Japan Railway Company Announces Dividend for the Second Quarter Ended September 30, 2023, Payable on December 1, 2023; Provides Dividend Guidance for the Full Year of Fiscal Year Ending March 31, 2024East Japan Railway Company announced dividend for the second quarter ended September 30, 2023 of JPY 55.00 per share against JPY 50.00 per share paid a year ago. The scheduled date of dividend payment commencement December 1, 2023. For the full year, the company expects to pay dividend of JPY 55.00 per share.Reported Earnings • Oct 31Second quarter 2024 earnings released: EPS: JP¥155 (vs JP¥21.70 in 2Q 2023)Second quarter 2024 results: EPS: JP¥155 (up from JP¥21.70 in 2Q 2023). Revenue: JP¥649.9b (up 17% from 2Q 2023). Net income: JP¥58.5b (up JP¥50.4b from 2Q 2023). Profit margin: 9.0% (up from 1.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 30% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.8%).お知らせ • Sep 02East Japan Railway Company to Report Q2, 2024 Results on Oct 31, 2023East Japan Railway Company announced that they will report Q2, 2024 results on Oct 31, 2023お知らせ • Jul 30+ 1 more updateEast Japan Railway Company Provides Consolidated and Non-Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024East Japan Railway Company provided consolidated and non-consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, on consolidated basis, the company expects operating revenues of JPY 2,696,000 million, operating income of JPY 270,000 million, profit attributable to owners of parent of JPY 137,000 million and earnings per share-basic of JPY 363.75. For the year, on non-consolidated basis, the company expects operating revenues of JPY 1,969,000 million, operating income of JPY 177,000 million, profit of JPY 83,000 million and earnings per share-basic of JPY 219.81.Reported Earnings • Jul 30First quarter 2024 earnings released: EPS: JP¥119 (vs JP¥50.16 in 1Q 2023)First quarter 2024 results: EPS: JP¥119 (up from JP¥50.16 in 1Q 2023). Revenue: JP¥629.5b (up 13% from 1Q 2023). Net income: JP¥44.8b (up 137% from 1Q 2023). Profit margin: 7.1% (up from 3.4% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 28Full year 2023 earnings released: EPS: JP¥263 (vs JP¥252 loss in FY 2022)Full year 2023 results: EPS: JP¥263 (up from JP¥252 loss in FY 2022). Revenue: JP¥2.41t (up 22% from FY 2022). Net income: JP¥99.2b (up JP¥194.2b from FY 2022). Profit margin: 4.1% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Jun 03East Japan Railway Company to Report Q1, 2024 Results on Jul 28, 2023East Japan Railway Company announced that they will report Q1, 2024 results on Jul 28, 2023お知らせ • May 17East Japan Railway Company (TSE:9020) agreed to acquire 5.55% stake in Toyo Denki Seizo K.K. (TSE:6505).East Japan Railway Company (TSE:9020) agreed to acquire 5.55% stake in Toyo Denki Seizo K.K. (TSE:6505) on May 15, 2023. The consideration will be satisfied with East Japan treasury stock. Transaction is expected to close on May 31, 2023.お知らせ • May 12East Japan Railway Company (TSE:9020) agreed to acquire Gates Pcm Construction Ltd.East Japan Railway Company (TSE:9020) agreed to acquire Gates Pcm Construction Ltd. on May 11, 2023.Reported Earnings • Apr 30Full year 2023 earnings released: EPS: JP¥263 (vs JP¥252 loss in FY 2022)Full year 2023 results: EPS: JP¥263 (up from JP¥252 loss in FY 2022). Revenue: JP¥2.41t (up 22% from FY 2022). Net income: JP¥99.2b (up JP¥194.2b from FY 2022). Profit margin: 4.1% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.3%).Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥121 (vs JP¥163 in 3Q 2022)Third quarter 2023 results: EPS: JP¥121 (down from JP¥163 in 3Q 2022). Revenue: JP¥612.0b (up 1.2% from 3Q 2022). Net income: JP¥45.5b (down 26% from 3Q 2022). Profit margin: 7.4% (down from 10% in 3Q 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 14% per year.お知らせ • Feb 01+ 1 more updateEast Japan Railway Company Provides Year End Dividend Guidance for the Year Ending March 31, 2023East Japan Railway Company provided year end dividend guidance for the year ending March 31, 2023. The company expects to pay year end dividend of JPY 50.00 per share compared to JPY 50 per share paid a year ago.お知らせ • Dec 04East Japan Railway Company to Report Q3, 2023 Results on Jan 31, 2023East Japan Railway Company announced that they will report Q3, 2023 results on Jan 31, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Executive Director & Deputy Director General of Technology Innovation Headquarters Atsushi Ouchi was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥21.70 (vs JP¥181 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥21.70 (up from JP¥181 loss in 2Q 2022). Revenue: JP¥557.5b (up 25% from 2Q 2022). Net income: JP¥8.18b (up JP¥76.4b from 2Q 2022). Profit margin: 1.5% (up from net loss in 2Q 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 22 November 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.4%).Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥50.16 (vs JP¥204 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥50.16 (up from JP¥204 loss in 1Q 2022). Revenue: JP¥557.6b (up 29% from 1Q 2022). Net income: JP¥18.9b (up JP¥95.9b from 1Q 2022). Profit margin: 3.4% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 19%, compared to a 9.2% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.Reported Earnings • Jun 26Full year 2022 earnings released: JP¥252 loss per share (vs JP¥1,532 loss in FY 2021)Full year 2022 results: JP¥252 loss per share (up from JP¥1,532 loss in FY 2021). Revenue: JP¥1.98t (up 12% from FY 2021). Net loss: JP¥94.9b (loss narrowed 84% from FY 2021). Over the next year, revenue is forecast to grow 24%, compared to a 10.0% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 29Full year 2022 earnings released: JP¥252 loss per share (vs JP¥1,532 loss in FY 2021)Full year 2022 results: JP¥252 loss per share (up from JP¥1,532 loss in FY 2021). Revenue: JP¥1.98t (up 12% from FY 2021). Net loss: JP¥94.9b (loss narrowed 84% from FY 2021). Over the next year, revenue is forecast to grow 26%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Executive Director & Deputy Director General of Technology Innovation Headquarters Atsushi Ouchi was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 23 June 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (5.0%).お知らせ • Mar 01East Japan Railway Company to Report Fiscal Year 2022 Results on Apr 27, 2022East Japan Railway Company announced that they will report fiscal year 2022 results on Apr 27, 2022Reported Earnings • Feb 02Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥163 (up from JP¥80.08 loss in 3Q 2021). Revenue: JP¥605.0b (up 17% from 3Q 2021). Net income: JP¥61.5b (up JP¥91.7b from 3Q 2021). Profit margin: 10% (up from net loss in 3Q 2021). Revenue exceeded analyst estimates by 5.0%. Over the next year, revenue is forecast to grow 26%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.お知らせ • Feb 01+ 1 more updateEast Japan Railway Company Earnings Guidance for the Year Ending March 31, 2022East Japan Railway Company earnings guidance for the year ending March 31, 2022. for the year, the company expects operating revenues of JPY 2,057,000 million, Operating loss of JPY 115,000 million and loss attributable to owners of parent of JPY 160,000 million or JPY 424.13 per basic share.Reported Earnings • Oct 29Second quarter 2022 earnings released: JP¥181 loss per share (vs JP¥289 loss in 2Q 2021)The company reported a decent second quarter result with reduced losses and improved control over expenses, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥444.4b (down 2.2% from 2Q 2021). Net loss: JP¥68.3b (loss narrowed 37% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 20 November 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (4.2%).Reported Earnings • Aug 01First quarter 2022 earnings released: JP¥204 loss per share (vs JP¥412 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥433.4b (up 30% from 1Q 2021). Net loss: JP¥77.0b (loss narrowed 51% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.Reported Earnings • Jun 25Full year 2021 earnings released: JP¥1,532 loss per share (vs JP¥525 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥1.76t (down 40% from FY 2020). Net loss: JP¥577.9b (down 391% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 30Full year 2021 earnings released: JP¥1,532 loss per share (vs JP¥525 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥1.76t (down 40% from FY 2020). Net loss: JP¥577.9b (down 391% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.Executive Departure • Apr 02Executive VP & Representative Director has left the companyOn the 31st of March, Fumihisa Nishino's tenure as Executive VP & Representative Director ended after 2.8 years in the role. As of December 2020, Fumihisa personally held only 42.00 shares (€2.3k worth at the time). Fumihisa is the only executive to leave the company over the last 12 months.Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 24 June 2021. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (6.0%).お知らせ • Mar 04East Japan Railway Company to Report Fiscal Year 2021 Results on Apr 28, 2021East Japan Railway Company announced that they will report fiscal year 2021 results on Apr 28, 2021お知らせ • Feb 18East Japan Railway Company Appoints Fumihisa Nishino as President and Representative DirectorAt its meeting held on February 17, 2021, the Board of Directors of East Japan Railway Company adopted a resolution with respect to a change in a Representative Director. The company appointed Fumihisa Nishino as President and Representative Director of JR East Cross Station Co. Ltd. Scheduled date of retirement: March 31, 2021.Is New 90 Day High Low • Feb 13New 90-day high: €62.35The company is up 27% from its price of €49.00 on 13 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.09 per share.Reported Earnings • Feb 02Third quarter 2021 earnings released: JP¥80.08 loss per share (vs JP¥167 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥519.0b (down 31% from 3Q 2020). Net loss: JP¥30.2b (down 148% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 67% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 02Revenue misses expectationsRevenue missed analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 21% compared to a 6.6% decline forecast for the Transportation industry in Germany.お知らせ • Jan 31East Japan Railway Company Provides Year End Dividend Guidance for the Full Year Ending March 31, 2021East Japan Railway Company provided year end dividend guidance for the full year ending March 31, 2021. For the period, the company expected dividend of JPY 50 per share compared to JPY 82.50 per share a year ago.Is New 90 Day High Low • Jan 26New 90-day high: €55.90The company is up 22% from its price of €45.80 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Transportation industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.13 per share.お知らせ • Dec 03East Japan Railway Company to Report Q3, 2021 Results on Jan 29, 2021East Japan Railway Company announced that they will report Q3, 2021 results on Jan 29, 2021Reported Earnings • Nov 13Second quarter 2021 earnings released: JP¥289 loss per shareThe company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: JP¥454.4b (down 42% from 2Q 2020). Net loss: JP¥109.0b (down 212% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Nov 13Revenue misses expectationsRevenue missed analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 3.6% compared to a 8.5% decline forecast for the Transportation industry in Germany.Reported Earnings • Oct 30First half earnings releasedOver the last 12 months the company has reported total losses of JP¥254.5b, with earnings decreasing by JP¥559.0b from the prior year. Total revenue was JP¥2.22t over the last 12 months, down 27% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 30Semi-annual earnings released: Revenue misses expectationsSemi-annual revenue missed analyst estimates by 0.5% at JP¥787.3b. Revenue is forecast to grow 3.6% over the next year, compared to a 8.4% decline forecast for the Transportation industry in Germany.Is New 90 Day High Low • Oct 21New 90-day low: €47.00The company is down 16% from its price of €56.00 on 23 July 2020. The German market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.91 per share.お知らせ • Sep 03East Japan Railway Company to Report Q2, 2021 Results on Oct 28, 2020East Japan Railway Company announced that they will report Q2, 2021 results on Oct 28, 2020株主還元EJRDE TransportationDE 市場7D0.2%-1.3%0.9%1Y-7.1%5.4%3.9%株主還元を見る業界別リターン: EJR過去 1 年間で5.4 % の収益を上げたGerman Transportation業界を下回りました。リターン対市場: EJRは、過去 1 年間で3.9 % のリターンを上げたGerman市場を下回りました。価格変動Is EJR's price volatile compared to industry and market?EJR volatilityEJR Average Weekly Movement4.2%Transportation Industry Average Movement4.2%Market Average Movement5.3%10% most volatile stocks in DE Market12.8%10% least volatile stocks in DE Market2.7%安定した株価: EJR 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: EJRの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト198770,623Yoichi Kisewww.jreast.co.jp東日本旅客鉄道株式会社は旅客鉄道会社として、日本国内および海外で事業を展開している。運輸業、小売・サービス業、不動産・ホテル業、その他 の分野で事業を展開している。同社は、旅客鉄道、貨物、バス輸送、旅行代理店、倉庫業、金融、電気通信、コンピューター関連データ、ドライクリーニング、損害保険、その他の代理店サービスを提供している。また、航空索道・駐車場運営、広告・宣伝、書籍・雑誌出版、自動車整備・修理、ホテル・レストラン経営、土木・一般建設、施設建設、電力供給事業も手がけている。また、プリペイド式クーポン券、ゴルフ・テニスクラブなどのスポーツ・レジャー施設の会員権、石油・ガス・カー用品、旅行用品、食料品、飲料、酒類、医薬品、化粧品、日用品などの販売も行っている。また、不動産の売買・賃貸・管理・仲介、輸送用機械器具・精密機械器具・産業用機械器具の製造、看板・案内板の製造・販売、保養所・体育施設・文化施設・予備校等の教育施設・映画館の設置・運営も行っている。また、飲料・酒類の製造、水産物の加工・販売、骨材・石材・コンクリート柱・ブロックの製造・販売、イベントチケットの販売、写真現像事業なども行っている。2023年4月1日現在、同社は1,681の鉄道駅と7,401.2キロメートルの鉄道網を運営している。JR東日本は1987年に設立され、東京に本社を置いている。もっと見るEast Japan Railway Company 基礎のまとめEast Japan Railway の収益と売上を時価総額と比較するとどうか。EJR 基礎統計学時価総額€21.45b収益(TTM)€1.30b売上高(TTM)€17.25b16.5xPER(株価収益率1.2xP/SレシオEJR は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計EJR 損益計算書(TTM)収益JP¥3.14t売上原価JP¥1.98t売上総利益JP¥1.16tその他の費用JP¥922.09b収益JP¥237.17b直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益(EPS)210.06グロス・マージン36.90%純利益率7.55%有利子負債/自己資本比率162.6%EJR の長期的なパフォーマンスは?過去の実績と比較を見る配当金2.4%現在の配当利回り35%配当性向EJR 配当は確実ですか?EJR 配当履歴とベンチマークを見るEJR 、いつまでに購入すれば配当金を受け取れますか?East Japan Railway 配当日配当落ち日Sep 29 2026配当支払日Dec 01 2026配当落ちまでの日数49 days配当支払日までの日数112 daysEJR 配当は確実ですか?EJR 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/08/10 17:12終値2026/08/07 00:00収益2026/06/30年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋East Japan Railway Company 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21 アナリスト機関Takayuki HayanoBarclaysHironori NakakuraBofA Global ResearchRyota HimenoCitigroup Inc18 その他のアナリストを表示
Reported Earnings • Aug 04First quarter 2027 earnings released: EPS: JP¥60.24 (vs JP¥69.56 in 1Q 2026)First quarter 2027 results: EPS: JP¥60.24 (down from JP¥69.56 in 1Q 2026). Revenue: JP¥772.7b (up 8.0% from 1Q 2026). Net income: JP¥68.0b (down 14% from 1Q 2026). Profit margin: 8.8% (down from 11% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, while revenues in the Transportation industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 01+ 1 more updateEast Japan Railway Company Provides Dividend Guidance for the Second Quarter-End and Fiscal Year Ending March 31, 2027East Japan Railway Company provided dividend guidance for the Second Quarter-End and Fiscal Year Ending March 31, 2027. For the second quarter end, the company expects dividend of JPY 42.00 per share against JPY 35.00 per share a year ago. For the fiscal year ending March 31, 2027, the Company expects dividend of JPY 42.00 per share against JPY 39.00 per share a year ago.
Declared Dividend • Jul 26Final dividend of JP¥42.00 announcedShareholders will receive a dividend of JP¥42.00. Ex-date: 29th September 2026 Payment date: 1st December 2026 Dividend yield will be 220%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 04East Japan Railway Company to Report Q1, 2027 Results on Jul 31, 2026East Japan Railway Company announced that they will report Q1, 2027 results on Jul 31, 2026
お知らせ • Apr 30East Japan Railway Company, Annual General Meeting, Jun 19, 2026East Japan Railway Company, Annual General Meeting, Jun 19, 2026.
お知らせ • Apr 21East Japan Railway Company to Report Fiscal Year 2026 Results on Apr 30, 2026East Japan Railway Company announced that they will report fiscal year 2026 results on Apr 30, 2026
Reported Earnings • Aug 04First quarter 2027 earnings released: EPS: JP¥60.24 (vs JP¥69.56 in 1Q 2026)First quarter 2027 results: EPS: JP¥60.24 (down from JP¥69.56 in 1Q 2026). Revenue: JP¥772.7b (up 8.0% from 1Q 2026). Net income: JP¥68.0b (down 14% from 1Q 2026). Profit margin: 8.8% (down from 11% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, while revenues in the Transportation industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 01+ 1 more updateEast Japan Railway Company Provides Dividend Guidance for the Second Quarter-End and Fiscal Year Ending March 31, 2027East Japan Railway Company provided dividend guidance for the Second Quarter-End and Fiscal Year Ending March 31, 2027. For the second quarter end, the company expects dividend of JPY 42.00 per share against JPY 35.00 per share a year ago. For the fiscal year ending March 31, 2027, the Company expects dividend of JPY 42.00 per share against JPY 39.00 per share a year ago.
Declared Dividend • Jul 26Final dividend of JP¥42.00 announcedShareholders will receive a dividend of JP¥42.00. Ex-date: 29th September 2026 Payment date: 1st December 2026 Dividend yield will be 220%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 04East Japan Railway Company to Report Q1, 2027 Results on Jul 31, 2026East Japan Railway Company announced that they will report Q1, 2027 results on Jul 31, 2026
お知らせ • Apr 30East Japan Railway Company, Annual General Meeting, Jun 19, 2026East Japan Railway Company, Annual General Meeting, Jun 19, 2026.
お知らせ • Apr 21East Japan Railway Company to Report Fiscal Year 2026 Results on Apr 30, 2026East Japan Railway Company announced that they will report fiscal year 2026 results on Apr 30, 2026
お知らせ • Dec 02East Japan Railway Company to Report Q3, 2026 Results on Feb 02, 2026East Japan Railway Company announced that they will report Q3, 2026 results on Feb 02, 2026
お知らせ • Oct 30+ 1 more updateEast Japan Railway Company Announces Dividend for the 2nd Quarter End of the Fiscal Year Ending March 31, 2026, Payable on December 1, 2025; Revises Dividend Guidance for the Fiscal Year Ending March 31, 2026East Japan Railway Company announced dividend of JPY 35 per share for the second quarter end of the fiscal year ending March 31, 2026 against JPY 31 per share, previously forecasted. Record date is September 30, 2025. Effective date is December 1, 2025. Revised dividend guidance for the fiscal year ending March 31, 2026. For the period, Company now expects dividend of JPY 35.00 per share against previous forecast of JPY 31.00 per share.
お知らせ • Sep 02East Japan Railway Company to Report Q2, 2026 Results on Oct 30, 2025East Japan Railway Company announced that they will report Q2, 2026 results on Oct 30, 2025
お知らせ • Jul 31East Japan Railway Company (TSE:9020) announces an Equity Buyback for 2,404,700 shares, representing 0.21% for ¥7,738.32 million.East Japan Railway Company (TSE:9020) announces a share repurchase program. Under the program, the company will repurchase up to 2,404,700 shares, representing 0.21% of its issued share capital for total worth of ¥6,967.87 million. The program is to allocate shares necessary for the employee stock compensation plan, as well as to enable the implementation of a flexible and agile capital policy. As of June 30, 2025, the company had 1,134,333,634 shares in issue and 78,566 shares in treasury.
お知らせ • Jun 12Bain, KKR Reportedly to Be Second-Round Bidders for Sapporo UnitBain Capital, LP, KKR & Co. Inc. (NYSE:KKR) and Lone Star (Lone Star Americas Acquisitions, Inc.) are among investment firms that have advanced to the second round of bidding for the real estate unit of Sapporo Holdings Limited (TSE:2501), according to people familiar with the matter. Bidding will end in August and the sale price is expected to exceed ¥400 billion ($2.8 billion), said the people, who asked not to be identified discussing non-public information. The aim is to reach an agreement by the end of this year, they said. Sapporo Real Estate Co. (Sapporo Real Estate Development Co., Ltd.) owns and operates Yebisu Garden Place, one of Tokyo’s biggest mixed-use developments, housing the Michelin three-star French restaurant Joel Robuchon, Westin Hotel, a Yebisu beer brewery as well as stores and condominiums. Sapporo Holdings, a maker of beverages including beer and whiskey, plans to use the proceeds from the sale to invest in future growth initiatives, the people said. Sapporo Holdings shares advanced 4.8% on June 11, 2025 after the Bloomberg report, the sharpest gain in two months. Japanese companies are facing increased pressure from activist shareholders to sell off businesses that aren’t profitable or aren’t related to their main operations. One of those investment firms, 3D Investment Partners, has said that Sapporo Real Estate should be spun off, because its business is being used to cover up the poor performance of the core beverage operations. Bain is collaborating with East Japan Railway Company (TSE:9020) and Tokyu Corporation (TSE:9005) in its bid, the people said. The Bain camp’s proposal is expected to take into account Yebisu Garden Place’s connection to JR Ebisu station via a moving walkway, and its proximity to Shibuya station, which is served by both JR and Tokyu lines, they said. Representatives for Bain Capital, KKR and Sapporo declined to comment. Spokespeople for Tokyu and Lone Star weren’t immediately available to comment. A JR East spokesperson said that the company isn’t participating in the bidding, and isn’t collaborating with Bain Capital. More than 10 companies submitted bids in the first round held in December 2024, the people said.
お知らせ • Jun 03East Japan Railway Company to Report Q1, 2026 Results on Jul 31, 2025East Japan Railway Company announced that they will report Q1, 2026 results on Jul 31, 2025
お知らせ • Apr 30East Japan Railway Company, Annual General Meeting, Jun 20, 2025East Japan Railway Company, Annual General Meeting, Jun 20, 2025.
お知らせ • Mar 04East Japan Railway Company to Report Fiscal Year 2025 Results on Apr 30, 2025East Japan Railway Company announced that they will report fiscal year 2025 results on Apr 30, 2025
お知らせ • Feb 21East Japan Railway Company (TSE:9020) announces an Equity Buyback for 2,470,000 shares, for ¥6,967.87 million.East Japan Railway Company (TSE:9020) announces a share repurchase program. Under the program, the company will repurchase up to 2,470,000 shares, representing 0.22% of its issued share capital for total worth of ¥6,967.87 million. The program is necessary for the share exchange with Lumine Inc. and JR East Retail Development Co., Ltd., becoming wholly-owned subsidiaries. The program will expire on February 20, 2025. As of March 31, 2019, the company had 1,134,316,817 shares in issue and 95,383 shares in treasury.
お知らせ • Dec 03East Japan Railway Company to Report Q3, 2025 Results on Feb 03, 2025East Japan Railway Company announced that they will report Q3, 2025 results on Feb 03, 2025
Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥58.76 (vs JP¥63.96 in 2Q 2024)Second quarter 2025 results: EPS: JP¥58.76 (down from JP¥63.96 in 2Q 2024). Revenue: JP¥708.4b (up 5.7% from 2Q 2024). Net income: JP¥66.5b (down 8.0% from 2Q 2024). Profit margin: 9.4% (down from 11% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.5%).
お知らせ • Sep 05East Japan Railway Company to Report Q2, 2025 Results on Oct 31, 2024East Japan Railway Company announced that they will report Q2, 2025 results on Oct 31, 2024
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥64.79 (vs JP¥39.66 in 1Q 2024)First quarter 2025 results: EPS: JP¥64.79 (up from JP¥39.66 in 1Q 2024). Revenue: JP¥686.7b (up 9.1% from 1Q 2024). Net income: JP¥73.3b (up 64% from 1Q 2024). Profit margin: 11% (up from 7.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 121% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Declared Dividend • Jul 11Final dividend of JP¥26.00 announcedShareholders will receive a dividend of JP¥26.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 177%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 2.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 25Full year 2024 earnings released: EPS: JP¥521 (vs JP¥87.79 in FY 2023)Full year 2024 results: EPS: JP¥521 (up from JP¥87.79 in FY 2023). Revenue: JP¥2.73t (up 14% from FY 2023). Net income: JP¥196.4b (up 98% from FY 2023). Profit margin: 7.2% (up from 4.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 128% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Jun 06East Japan Railway Company to Report Q1, 2025 Results on Jul 31, 2024East Japan Railway Company announced that they will report Q1, 2025 results on Jul 31, 2024
Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥521 (vs JP¥87.79 in FY 2023)Full year 2024 results: EPS: JP¥521 (up from JP¥87.79 in FY 2023). Revenue: JP¥2.73t (up 14% from FY 2023). Net income: JP¥196.4b (up 98% from FY 2023). Profit margin: 7.2% (up from 4.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 128% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • May 01East Japan Railway Company, Annual General Meeting, Jun 20, 2024East Japan Railway Company, Annual General Meeting, Jun 20, 2024.
New Risk • Mar 27New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 121% Dividend yield: 3.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risk Dividend is not well covered by cash flows (121% cash payout ratio).
Upcoming Dividend • Mar 21Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.6%).
お知らせ • Mar 03East Japan Railway Company to Report Fiscal Year 2024 Results on Apr 30, 2024East Japan Railway Company announced that they will report fiscal year 2024 results on Apr 30, 2024
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥181 (vs JP¥121 in 3Q 2023)Third quarter 2024 results: EPS: JP¥181 (up from JP¥121 in 3Q 2023). Revenue: JP¥701.2b (up 15% from 3Q 2023). Net income: JP¥68.2b (up 50% from 3Q 2023). Profit margin: 9.7% (up from 7.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Jan 31+ 1 more updateEast Japan Railway Company Revises Consolidated and Non-Consolidated Earnings Guidance for the Year Ending March 31, 2024East Japan Railway Company revised consolidated and non-consolidated earnings guidance for the year ending March 31, 2024. For the year, on consolidated basis, the company expects operating revenues of ¥2,712,000 million compared to previous guidance of ¥2,696,000 million, operating income of ¥310,000 million compared to previous guidance of ¥270,000 million, Profit attributable to owners of parent of ¥165,000 million compared to previous guidance of ¥137,000 million and earnings per share-basic of ¥438.10 compared to previous guidance of ¥363.74.For the year, on non-consolidated basis, the company expects operating revenues of ¥1,978,000 million compared to previous guidance of ¥1,969,000 million, operating income of ¥218,000 million compared to previous guidance of ¥177,000 million, Profit of ¥112,000 million compared to previous guidance of ¥83,000 million and earnings per share-basic of ¥296.61 compared to previous guidance of ¥219.81.
お知らせ • Jan 17East Japan Railway Company Announces CEO Changes, Effective April 1, 2024East Japan Railway Company announced at its meeting held on January 17, 2024, the board of directors of the company adopted a resolution to appoint executives (As of April 1, 2024): Yuji Fukasawa, President and CEO (Representative Director) as Chairman (Director); Yoichi Kise, Executive Vice President (Representative Director) as President and CEO (Representative Director). Yoichi Kise: Date of birth: August 26, 1964 (Age: 59); Brief personal record: April 1989 Entered the Company; June 2015 Executive Officer; June 2018 Executive Director; June 2021 Executive Vice President (Representative Director).
お知らせ • Dec 02East Japan Railway Company to Report Q3, 2024 Results on Jan 31, 2024East Japan Railway Company announced that they will report Q3, 2024 results on Jan 31, 2024
お知らせ • Nov 02East Japan Railway Company Announces Dividend for the Second Quarter Ended September 30, 2023, Payable on December 1, 2023; Provides Dividend Guidance for the Full Year of Fiscal Year Ending March 31, 2024East Japan Railway Company announced dividend for the second quarter ended September 30, 2023 of JPY 55.00 per share against JPY 50.00 per share paid a year ago. The scheduled date of dividend payment commencement December 1, 2023. For the full year, the company expects to pay dividend of JPY 55.00 per share.
Reported Earnings • Oct 31Second quarter 2024 earnings released: EPS: JP¥155 (vs JP¥21.70 in 2Q 2023)Second quarter 2024 results: EPS: JP¥155 (up from JP¥21.70 in 2Q 2023). Revenue: JP¥649.9b (up 17% from 2Q 2023). Net income: JP¥58.5b (up JP¥50.4b from 2Q 2023). Profit margin: 9.0% (up from 1.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 30% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.8%).
お知らせ • Sep 02East Japan Railway Company to Report Q2, 2024 Results on Oct 31, 2023East Japan Railway Company announced that they will report Q2, 2024 results on Oct 31, 2023
お知らせ • Jul 30+ 1 more updateEast Japan Railway Company Provides Consolidated and Non-Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024East Japan Railway Company provided consolidated and non-consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, on consolidated basis, the company expects operating revenues of JPY 2,696,000 million, operating income of JPY 270,000 million, profit attributable to owners of parent of JPY 137,000 million and earnings per share-basic of JPY 363.75. For the year, on non-consolidated basis, the company expects operating revenues of JPY 1,969,000 million, operating income of JPY 177,000 million, profit of JPY 83,000 million and earnings per share-basic of JPY 219.81.
Reported Earnings • Jul 30First quarter 2024 earnings released: EPS: JP¥119 (vs JP¥50.16 in 1Q 2023)First quarter 2024 results: EPS: JP¥119 (up from JP¥50.16 in 1Q 2023). Revenue: JP¥629.5b (up 13% from 1Q 2023). Net income: JP¥44.8b (up 137% from 1Q 2023). Profit margin: 7.1% (up from 3.4% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 28Full year 2023 earnings released: EPS: JP¥263 (vs JP¥252 loss in FY 2022)Full year 2023 results: EPS: JP¥263 (up from JP¥252 loss in FY 2022). Revenue: JP¥2.41t (up 22% from FY 2022). Net income: JP¥99.2b (up JP¥194.2b from FY 2022). Profit margin: 4.1% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Jun 03East Japan Railway Company to Report Q1, 2024 Results on Jul 28, 2023East Japan Railway Company announced that they will report Q1, 2024 results on Jul 28, 2023
お知らせ • May 17East Japan Railway Company (TSE:9020) agreed to acquire 5.55% stake in Toyo Denki Seizo K.K. (TSE:6505).East Japan Railway Company (TSE:9020) agreed to acquire 5.55% stake in Toyo Denki Seizo K.K. (TSE:6505) on May 15, 2023. The consideration will be satisfied with East Japan treasury stock. Transaction is expected to close on May 31, 2023.
お知らせ • May 12East Japan Railway Company (TSE:9020) agreed to acquire Gates Pcm Construction Ltd.East Japan Railway Company (TSE:9020) agreed to acquire Gates Pcm Construction Ltd. on May 11, 2023.
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: JP¥263 (vs JP¥252 loss in FY 2022)Full year 2023 results: EPS: JP¥263 (up from JP¥252 loss in FY 2022). Revenue: JP¥2.41t (up 22% from FY 2022). Net income: JP¥99.2b (up JP¥194.2b from FY 2022). Profit margin: 4.1% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.3%).
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥121 (vs JP¥163 in 3Q 2022)Third quarter 2023 results: EPS: JP¥121 (down from JP¥163 in 3Q 2022). Revenue: JP¥612.0b (up 1.2% from 3Q 2022). Net income: JP¥45.5b (down 26% from 3Q 2022). Profit margin: 7.4% (down from 10% in 3Q 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 14% per year.
お知らせ • Feb 01+ 1 more updateEast Japan Railway Company Provides Year End Dividend Guidance for the Year Ending March 31, 2023East Japan Railway Company provided year end dividend guidance for the year ending March 31, 2023. The company expects to pay year end dividend of JPY 50.00 per share compared to JPY 50 per share paid a year ago.
お知らせ • Dec 04East Japan Railway Company to Report Q3, 2023 Results on Jan 31, 2023East Japan Railway Company announced that they will report Q3, 2023 results on Jan 31, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Executive Director & Deputy Director General of Technology Innovation Headquarters Atsushi Ouchi was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥21.70 (vs JP¥181 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥21.70 (up from JP¥181 loss in 2Q 2022). Revenue: JP¥557.5b (up 25% from 2Q 2022). Net income: JP¥8.18b (up JP¥76.4b from 2Q 2022). Profit margin: 1.5% (up from net loss in 2Q 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 22 November 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.4%).
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥50.16 (vs JP¥204 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥50.16 (up from JP¥204 loss in 1Q 2022). Revenue: JP¥557.6b (up 29% from 1Q 2022). Net income: JP¥18.9b (up JP¥95.9b from 1Q 2022). Profit margin: 3.4% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 19%, compared to a 9.2% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jun 26Full year 2022 earnings released: JP¥252 loss per share (vs JP¥1,532 loss in FY 2021)Full year 2022 results: JP¥252 loss per share (up from JP¥1,532 loss in FY 2021). Revenue: JP¥1.98t (up 12% from FY 2021). Net loss: JP¥94.9b (loss narrowed 84% from FY 2021). Over the next year, revenue is forecast to grow 24%, compared to a 10.0% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 29Full year 2022 earnings released: JP¥252 loss per share (vs JP¥1,532 loss in FY 2021)Full year 2022 results: JP¥252 loss per share (up from JP¥1,532 loss in FY 2021). Revenue: JP¥1.98t (up 12% from FY 2021). Net loss: JP¥94.9b (loss narrowed 84% from FY 2021). Over the next year, revenue is forecast to grow 26%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Executive Director & Deputy Director General of Technology Innovation Headquarters Atsushi Ouchi was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 23 June 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (5.0%).
お知らせ • Mar 01East Japan Railway Company to Report Fiscal Year 2022 Results on Apr 27, 2022East Japan Railway Company announced that they will report fiscal year 2022 results on Apr 27, 2022
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥163 (up from JP¥80.08 loss in 3Q 2021). Revenue: JP¥605.0b (up 17% from 3Q 2021). Net income: JP¥61.5b (up JP¥91.7b from 3Q 2021). Profit margin: 10% (up from net loss in 3Q 2021). Revenue exceeded analyst estimates by 5.0%. Over the next year, revenue is forecast to grow 26%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 01+ 1 more updateEast Japan Railway Company Earnings Guidance for the Year Ending March 31, 2022East Japan Railway Company earnings guidance for the year ending March 31, 2022. for the year, the company expects operating revenues of JPY 2,057,000 million, Operating loss of JPY 115,000 million and loss attributable to owners of parent of JPY 160,000 million or JPY 424.13 per basic share.
Reported Earnings • Oct 29Second quarter 2022 earnings released: JP¥181 loss per share (vs JP¥289 loss in 2Q 2021)The company reported a decent second quarter result with reduced losses and improved control over expenses, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥444.4b (down 2.2% from 2Q 2021). Net loss: JP¥68.3b (loss narrowed 37% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 20 November 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (4.2%).
Reported Earnings • Aug 01First quarter 2022 earnings released: JP¥204 loss per share (vs JP¥412 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥433.4b (up 30% from 1Q 2021). Net loss: JP¥77.0b (loss narrowed 51% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jun 25Full year 2021 earnings released: JP¥1,532 loss per share (vs JP¥525 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥1.76t (down 40% from FY 2020). Net loss: JP¥577.9b (down 391% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 30Full year 2021 earnings released: JP¥1,532 loss per share (vs JP¥525 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥1.76t (down 40% from FY 2020). Net loss: JP¥577.9b (down 391% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
Executive Departure • Apr 02Executive VP & Representative Director has left the companyOn the 31st of March, Fumihisa Nishino's tenure as Executive VP & Representative Director ended after 2.8 years in the role. As of December 2020, Fumihisa personally held only 42.00 shares (€2.3k worth at the time). Fumihisa is the only executive to leave the company over the last 12 months.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 24 June 2021. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (6.0%).
お知らせ • Mar 04East Japan Railway Company to Report Fiscal Year 2021 Results on Apr 28, 2021East Japan Railway Company announced that they will report fiscal year 2021 results on Apr 28, 2021
お知らせ • Feb 18East Japan Railway Company Appoints Fumihisa Nishino as President and Representative DirectorAt its meeting held on February 17, 2021, the Board of Directors of East Japan Railway Company adopted a resolution with respect to a change in a Representative Director. The company appointed Fumihisa Nishino as President and Representative Director of JR East Cross Station Co. Ltd. Scheduled date of retirement: March 31, 2021.
Is New 90 Day High Low • Feb 13New 90-day high: €62.35The company is up 27% from its price of €49.00 on 13 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.09 per share.
Reported Earnings • Feb 02Third quarter 2021 earnings released: JP¥80.08 loss per share (vs JP¥167 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥519.0b (down 31% from 3Q 2020). Net loss: JP¥30.2b (down 148% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 67% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 02Revenue misses expectationsRevenue missed analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 21% compared to a 6.6% decline forecast for the Transportation industry in Germany.
お知らせ • Jan 31East Japan Railway Company Provides Year End Dividend Guidance for the Full Year Ending March 31, 2021East Japan Railway Company provided year end dividend guidance for the full year ending March 31, 2021. For the period, the company expected dividend of JPY 50 per share compared to JPY 82.50 per share a year ago.
Is New 90 Day High Low • Jan 26New 90-day high: €55.90The company is up 22% from its price of €45.80 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Transportation industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.13 per share.
お知らせ • Dec 03East Japan Railway Company to Report Q3, 2021 Results on Jan 29, 2021East Japan Railway Company announced that they will report Q3, 2021 results on Jan 29, 2021
Reported Earnings • Nov 13Second quarter 2021 earnings released: JP¥289 loss per shareThe company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: JP¥454.4b (down 42% from 2Q 2020). Net loss: JP¥109.0b (down 212% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Nov 13Revenue misses expectationsRevenue missed analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 3.6% compared to a 8.5% decline forecast for the Transportation industry in Germany.
Reported Earnings • Oct 30First half earnings releasedOver the last 12 months the company has reported total losses of JP¥254.5b, with earnings decreasing by JP¥559.0b from the prior year. Total revenue was JP¥2.22t over the last 12 months, down 27% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 30Semi-annual earnings released: Revenue misses expectationsSemi-annual revenue missed analyst estimates by 0.5% at JP¥787.3b. Revenue is forecast to grow 3.6% over the next year, compared to a 8.4% decline forecast for the Transportation industry in Germany.
Is New 90 Day High Low • Oct 21New 90-day low: €47.00The company is down 16% from its price of €56.00 on 23 July 2020. The German market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.91 per share.
お知らせ • Sep 03East Japan Railway Company to Report Q2, 2021 Results on Oct 28, 2020East Japan Railway Company announced that they will report Q2, 2021 results on Oct 28, 2020