Aeon Co., Ltd.

TSE:8267 株式レポート

時価総額：JP¥3.8t

Aeon 過去の業績

過去 基準チェック /56

Aeonは、平均年間50.1%の収益成長を遂げていますが、 Consumer Retailing業界の収益は、年間 成長しています。収益は、平均年間10.8% 4.6%収益成長率で 成長しています。 Aeonの自己資本利益率は5.6%であり、純利益率は0.7%です。

主要情報

50.06%

収益成長率

49.54%

EPS成長率

Consumer Retailing 業界の成長7.83%
収益成長率4.56%
株主資本利益率5.65%
ネット・マージン0.68%
前回の決算情報28 Feb 2026

最近の業績更新

分析記事 • 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

ナラティブの更新 • Jul 07

8267: Dividend Stability And Margin Improvement Will Support Future Earnings Upside

Analysts have cut their fair value estimate for Aeon from about ¥2,600 to roughly ¥2,280, citing a lower future P/E assumption and recent Underperform research as reasons for the reduced price target, even as their views on growth and margins have been revised. What’s in the News for Aeon Aeon reported impairment losses of ¥75,957 million on a portion of fixed assets related to stores and other facilities for the fourth quarter ended February 28, 2026, under the Accounting Standard for Impairment of Fixed Assets.
ナラティブの更新 • Jun 23

8267: Strong Sales And New Underperform View Will Shape Returns Despite Impairment

Aeon’s updated analyst price target has shifted to ¥1,440 from ¥1,832.50, as analysts factor in a higher discount rate, adjustments to long term profit margin and P/E assumptions, and recent cautious Street research, including a new ¥1,100 Underperform target. What’s in the News for Aeon Aeon reported strong May 2026 sales, with seasonal and discretionary categories and steady demand for essentials supported by its value focused multi format retail strategy, according to recent news reports.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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).
分析記事 • 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...
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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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新しいナラティブ • 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.

収支内訳

Aeon の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

TSE:8267 収益、費用、利益 ( )JPY Millions
日付収益収益G+A経費研究開発費
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

質の高い収益: 8267は 高品質の収益 を持っています。

利益率の向上: 8267の現在の純利益率 (0.7%)は、昨年(0.3%)よりも高くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: 8267過去 5 年間で収益を上げており、収益は年間50.1%増加しています。

成長の加速: 8267の過去 1 年間の収益成長率 ( 152.5% ) は、5 年間の平均 ( 年間50.1%を上回っています。

収益対業界: 8267の過去 1 年間の収益成長率 ( 152.5% ) はConsumer Retailing業界2.7%を上回りました。

株主資本利益率

高いROE: 8267の 自己資本利益率 ( 5.6% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/07/11 18:34
終値2026/07/10 00:00
収益2026/02/28
年間収益2026/02/28

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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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

Aeon Co., Ltd. 9 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。19

アナリスト機関
Ryota HimenoBarclays
Yugo ShimaBernstein
Hidehiko AokiBofA Global Research