View ValuationARCS 将来の成長Future 基準チェック /16ARCS利益と収益がそれぞれ年間5.6%と3.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6.5% 6%なると予測されています。主要情報5.6%収益成長率5.96%EPS成長率Consumer Retailing 収益成長10.0%収益成長率3.1%将来の株主資本利益率6.50%アナリストカバレッジLow最終更新日01 May 2026今後の成長に関する最新情報Price Target Changed • Feb 07Price target increased by 9.1% to JP¥3,000Up from JP¥2,750, the current price target is an average from 2 analysts. New target price is 10% above last closing price of JP¥2,725. Stock is down 5.8% over the past year. The company is forecast to post earnings per share of JP¥202 for next year compared to JP¥214 last year.Price Target Changed • Mar 07Price target increased by 12% to JP¥2,850Up from JP¥2,550, the current price target is an average from 2 analysts. New target price is 8.5% below last closing price of JP¥3,115. Stock is up 38% over the past year. The company is forecast to post earnings per share of JP¥194 for next year compared to JP¥177 last year.お知らせ • Jul 06+ 2 more updatesArcs Company Limited Provides Consolidated Earnings Guidance for the Six Months Ending August 31, 2023 and Full Year Ending February 29, 2024ARCS Company Limited provided consolidated earnings guidance for the six months ending August 31, 2023 and full year ending February 29, 2024. For the six months, the company expects Net sales of JPY 290,000 million, Operating profit of JPY 7,200 million, Profit attributable to owners of parent of JPY 5,200 million and Earnings per share of JPY 92.89.For the year, the company expects Net sales of JPY 582,000 million, Operating profit of JPY 14,800 million, Profit attributable to owners of parent of JPY 9,950 million and Earnings per share of JPY 177.74.Price Target Changed • May 18Price target increased by 10% to JP¥2,450Up from JP¥2,225, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,539. Stock is up 29% over the past year. The company is forecast to post earnings per share of JP¥173 for next year compared to JP¥177 last year.Price Target Changed • Nov 22Price target decreased to JP¥1,950Down from JP¥2,225, the current price target is an average from 2 analysts. New target price is 8.4% below last closing price of JP¥2,128. Stock is down 0.8% over the past year. The company is forecast to post earnings per share of JP¥174 for next year compared to JP¥182 last year.お知らせ • Oct 17+ 2 more updatesARCS Company Limited Provides Consolidated Earnings Guidance for the Full Year Ending February 28, 2023ARCS Company Limited provided consolidated earnings guidance for the full year ending February 28, 2023. For the period, company expects Net sales of JPY 563,000 million, Operating profit of JPY 15,900 million, Profit attributable to owners of parent of JPY 10,900 million and Earnings per share of JPY 193.73.すべての更新を表示Recent updatesお知らせ • May 13ARCS Company Limited to Report Q1, 2027 Results on Jul 03, 2026ARCS Company Limited announced that they will report Q1, 2027 results on Jul 03, 2026Reported Earnings • Apr 14Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥231 (up from JP¥205 in FY 2025). Revenue: JP¥627.0b (up 3.1% from FY 2025). Net income: JP¥12.4b (up 13% from FY 2025). Profit margin: 2.0% (up from 1.8% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.9%. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 13ARCS Company Limited, Annual General Meeting, May 26, 2026ARCS Company Limited, Annual General Meeting, May 26, 2026.お知らせ • Apr 03ARCS Company Limited to Report Fiscal Year 2026 Results on Apr 13, 2026ARCS Company Limited announced that they will report fiscal year 2026 results on Apr 13, 2026お知らせ • Feb 16ARCS Company Limited Proposes Dividend for the Fiscal Year Ending February 28, 2026, Payable on May 27, 2026ARCS Company Limited announced that, at a meeting of the Board of Directors held on February 16, 2026, it was resolved to revise the year-end dividend forecast for the year ending February 28, 2026, to ¥43 per share, an increase of ¥6 from the most recent dividend forecast of ¥37 per share. Record date February 28, 2026. Effective date is May 27, 2026. ARCS plans to officially resolve the dividend increase upon approval at its 65th Annual General Meeting of Shareholders scheduled to be held on May 26, 2026.分析記事 • Feb 06An Intrinsic Calculation For ARCS Company Limited (TSE:9948) Suggests It's 39% UndervaluedKey Insights ARCS' estimated fair value is JP¥5,946 based on 2 Stage Free Cash Flow to Equity ARCS is estimated to be...Reported Earnings • Jan 09Third quarter 2026 earnings released: EPS: JP¥51.70 (vs JP¥37.88 in 3Q 2025)Third quarter 2026 results: EPS: JP¥51.70 (up from JP¥37.88 in 3Q 2025). Revenue: JP¥151.1b (up 2.8% from 3Q 2025). Net income: JP¥2.79b (up 36% from 3Q 2025). Profit margin: 1.8% (up from 1.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 28ARCS Company Limited to Report Q3, 2026 Results on Jan 08, 2026ARCS Company Limited announced that they will report Q3, 2026 results on Jan 08, 2026Declared Dividend • Nov 07First half dividend of JP¥37.00 announcedShareholders will receive a dividend of JP¥37.00. Ex-date: 26th February 2026 Payment date: 28th May 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 4.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: JP¥54.00 (vs JP¥43.26 in 2Q 2025)Second quarter 2026 results: EPS: JP¥54.00 (up from JP¥43.26 in 2Q 2025). Revenue: JP¥159.4b (up 3.6% from 2Q 2025). Net income: JP¥2.92b (up 25% from 2Q 2025). Profit margin: 1.8% (up from 1.5% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 14ARCS Company Limited (TSE:9948) announces an Equity Buyback for 700,000 shares, representing 1.3% for ¥2,500 million.ARCS Company Limited (TSE:9948) announces a share repurchase program. Under the program, the company will repurchase 700,000 shares, representing 3.57% of its issued share capital, for ¥2,500 million. The purpose of the program is to enhance shareholder returns, improve capital efficiency, and enable a flexible capital policy that responds to changes in the business environment. The program is valid till January 15, 2026. As of August 31, 2025, the company had 53,982,383 shares issued (excluding treasury stock) and 3,667,485 shares in treasury.Upcoming Dividend • Aug 21Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 07 November 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).お知らせ • Aug 01ARCS Company Limited to Report Q2, 2026 Results on Oct 14, 2025ARCS Company Limited announced that they will report Q2, 2026 results on Oct 14, 2025Reported Earnings • Jul 05First quarter 2026 earnings released: EPS: JP¥51.83 (vs JP¥49.35 in 1Q 2025)First quarter 2026 results: EPS: JP¥51.83 (up from JP¥49.35 in 1Q 2025). Revenue: JP¥154.3b (up 3.7% from 1Q 2025). Net income: JP¥2.80b (up 5.0% from 1Q 2025). Profit margin: 1.8% (in line with 1Q 2025). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jun 18Final dividend of JP¥37.00 announcedShareholders will receive a dividend of JP¥37.00. Ex-date: 28th August 2025 Payment date: 7th November 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (36% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 9.1% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 25ARCS Company Limited to Report Q1, 2026 Results on Jul 04, 2025ARCS Company Limited announced that they will report Q1, 2026 results on Jul 04, 2025お知らせ • Apr 15+ 3 more updatesARCS Company Limited Revises Proposed Dividend for the Fiscal Year Ended February 28, 2025. Effective May 28, 2025ARCS Company Limited revised proposed dividend from JPY 38.00 per share to JPY 40.00 per share for the fiscal year ended February 28, 2025. Effective date is May 28, 2025. Record date is February 28, 2025. Reason: The Company's group regards the return of profits to shareholders as one of its most important management policies, and its basic policy is to further increase earnings per share and actively distribute results while expanding its operating base and strengthening its corporate structure. Based on this basic policy and recent business performance and financial position, the company has reviewed the year-end dividend per share for the current fiscal year and decided to increase it.Reported Earnings • Apr 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥205 (down from JP¥214 in FY 2024). Revenue: JP¥608.3b (up 2.8% from FY 2024). Net income: JP¥11.1b (down 6.0% from FY 2024). Profit margin: 1.8% (down from 2.0% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 14ARCS Company Limited, Annual General Meeting, May 27, 2025ARCS Company Limited, Annual General Meeting, May 27, 2025.分析記事 • Apr 08Subdued Growth No Barrier To ARCS Company Limited's (TSE:9948) PriceWith a median price-to-earnings (or "P/E") ratio of close to 12x in Japan, you could be forgiven for feeling...Upcoming Dividend • Feb 20Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 28 May 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).Price Target Changed • Feb 07Price target increased by 9.1% to JP¥3,000Up from JP¥2,750, the current price target is an average from 2 analysts. New target price is 10% above last closing price of JP¥2,725. Stock is down 5.8% over the past year. The company is forecast to post earnings per share of JP¥202 for next year compared to JP¥214 last year.分析記事 • Feb 06ARCS' (TSE:9948) Dividend Will Be ¥38.00ARCS Company Limited's ( TSE:9948 ) investors are due to receive a payment of ¥38.00 per share on 28th of May. The...お知らせ • Feb 03ARCS Company Limited to Report Fiscal Year 2025 Results on Apr 14, 2025ARCS Company Limited announced that they will report fiscal year 2025 results on Apr 14, 2025分析記事 • Jan 23ARCS (TSE:9948) Will Pay A Dividend Of ¥38.00ARCS Company Limited ( TSE:9948 ) will pay a dividend of ¥38.00 on the 28th of May. The yield is still above the...New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.分析記事 • Jan 09ARCS' (TSE:9948) Dividend Will Be ¥34.00The board of ARCS Company Limited ( TSE:9948 ) has announced that it will pay a dividend on the 29th of May, with...Reported Earnings • Jan 09Third quarter 2025 earnings released: EPS: JP¥37.88 (vs JP¥38.58 in 3Q 2024)Third quarter 2025 results: EPS: JP¥37.88 (down from JP¥38.58 in 3Q 2024). Revenue: JP¥146.9b (up 1.9% from 3Q 2024). Net income: JP¥2.05b (down 3.0% from 3Q 2024). Profit margin: 1.4% (in line with 3Q 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.お知らせ • Jan 09ARCS Company Limited Provides Dividend Guidance for the Fiscal Year Ending February 28, 2025ARCS Company Limited provided dividend guidance for the fiscal year ending February 28, 2025. For the period, the company expects to pay dividend of JPY 38.00 per share against JPY 39.00 per share paid a year ago.Declared Dividend • Nov 08First half dividend of JP¥34.00 announcedShareholders will receive a dividend of JP¥34.00. Ex-date: 27th February 2025 Payment date: 29th May 2025 Dividend yield will be 2.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 5.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 26ARCS Company Limited to Report Q3, 2025 Results on Jan 08, 2025ARCS Company Limited announced that they will report Q3, 2025 results on Jan 08, 2025Reported Earnings • Oct 17Second quarter 2025 earnings released: EPS: JP¥43.26 (vs JP¥50.45 in 2Q 2024)Second quarter 2025 results: EPS: JP¥43.26 (down from JP¥50.45 in 2Q 2024). Revenue: JP¥153.9b (up 3.1% from 2Q 2024). Net income: JP¥2.34b (down 16% from 2Q 2024). Profit margin: 1.5% (down from 1.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 4% per year.お知らせ • Oct 16ARCS Company Limited Announces Dividend for the Second Quarter-End of the Fiscal Year Ending February 28, 2025, Payable on November 7, 2024ARCS Company Limited announced dividend for the second quarter-end of the fiscal year ending February 28, 2025. For the period, the company announced dividend of JPY 34.00 per share against JPY 29.00 per share paid a year ago. Payable on November 7, 2024.Upcoming Dividend • Aug 22Upcoming dividend of JP¥34.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 08 November 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).お知らせ • Jul 29ARCS Company Limited to Report Q2, 2025 Results on Oct 15, 2024ARCS Company Limited announced that they will report Q2, 2025 results on Oct 15, 2024Reported Earnings • Jul 08First quarter 2025 earnings released: EPS: JP¥49.35 (vs JP¥53.81 in 1Q 2024)First quarter 2025 results: EPS: JP¥49.35 (down from JP¥53.81 in 1Q 2024). Revenue: JP¥148.8b (up 4.1% from 1Q 2024). Net income: JP¥2.66b (down 11% from 1Q 2024). Profit margin: 1.8% (down from 2.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Declared Dividend • Jun 06Final dividend of JP¥34.00 announcedShareholders will receive a dividend of JP¥34.00. Ex-date: 29th August 2024 Payment date: 8th November 2024 Dividend yield will be 2.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 5.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 6.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 01Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥214 (up from JP¥177 in FY 2023). Revenue: JP¥591.6b (up 4.5% from FY 2023). Net income: JP¥11.8b (up 18% from FY 2023). Profit margin: 2.0% (up from 1.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Apr 29ARCS Company Limited to Report Q1, 2025 Results on Jul 04, 2024ARCS Company Limited announced that they will report Q1, 2025 results on Jul 04, 2024お知らせ • Apr 16+ 3 more updatesARCS Company Limited, Annual General Meeting, May 28, 2024ARCS Company Limited, Annual General Meeting, May 28, 2024.Reported Earnings • Apr 16Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥214 (up from JP¥177 in FY 2023). Revenue: JP¥591.6b (up 4.5% from FY 2023). Net income: JP¥11.8b (up 18% from FY 2023). Profit margin: 2.0% (up from 1.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Price Target Changed • Mar 07Price target increased by 12% to JP¥2,850Up from JP¥2,550, the current price target is an average from 2 analysts. New target price is 8.5% below last closing price of JP¥3,115. Stock is up 38% over the past year. The company is forecast to post earnings per share of JP¥194 for next year compared to JP¥177 last year.お知らせ • Feb 25ARCS Company Limited to Report Fiscal Year 2024 Results on Apr 15, 2024ARCS Company Limited announced that they will report fiscal year 2024 results on Apr 15, 2024Upcoming Dividend • Feb 21Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 24 May 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.5%).Reported Earnings • Jan 10Third quarter 2024 earnings released: EPS: JP¥38.58 (vs JP¥40.14 in 3Q 2023)Third quarter 2024 results: EPS: JP¥38.58 (down from JP¥40.14 in 3Q 2023). Revenue: JP¥144.2b (up 4.9% from 3Q 2023). Net income: JP¥2.11b (down 6.2% from 3Q 2023). Profit margin: 1.5% (down from 1.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Nov 27ARCS Company Limited to Report Q3, 2024 Results on Jan 09, 2024ARCS Company Limited announced that they will report Q3, 2024 results on Jan 09, 2024お知らせ • Oct 18+ 1 more updateArcs Company Limited Provides Dividend Guidance for the Fiscal Year Ending February 29, 2024ARCS Company Limited provided dividend guidance for the fiscal year ending February 29, 2024. For the year, the company expects dividend of JPY 29.00 per share against JPY 30.00 per share paid a year ago.Reported Earnings • Oct 18Second quarter 2024 earnings released: EPS: JP¥50.45 (vs JP¥47.28 in 2Q 2023)Second quarter 2024 results: EPS: JP¥50.45 (up from JP¥47.28 in 2Q 2023). Revenue: JP¥149.3b (up 4.4% from 2Q 2023). Net income: JP¥2.79b (up 5.4% from 2Q 2023). Profit margin: 1.9% (in line with 2Q 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 23Upcoming dividend of JP¥29.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 08 November 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.6%).お知らせ • Aug 18ARCS Company Limited to Report Q2, 2024 Results on Oct 16, 2023ARCS Company Limited announced that they will report Q2, 2024 results on Oct 16, 2023お知らせ • Jul 06+ 2 more updatesArcs Company Limited Provides Consolidated Earnings Guidance for the Six Months Ending August 31, 2023 and Full Year Ending February 29, 2024ARCS Company Limited provided consolidated earnings guidance for the six months ending August 31, 2023 and full year ending February 29, 2024. For the six months, the company expects Net sales of JPY 290,000 million, Operating profit of JPY 7,200 million, Profit attributable to owners of parent of JPY 5,200 million and Earnings per share of JPY 92.89.For the year, the company expects Net sales of JPY 582,000 million, Operating profit of JPY 14,800 million, Profit attributable to owners of parent of JPY 9,950 million and Earnings per share of JPY 177.74.Reported Earnings • Jul 05First quarter 2024 earnings released: EPS: JP¥53.81 (vs JP¥51.05 in 1Q 2023)First quarter 2024 results: EPS: JP¥53.81 (up from JP¥51.05 in 1Q 2023). Revenue: JP¥142.9b (up 3.3% from 1Q 2023). Net income: JP¥3.01b (up 4.7% from 1Q 2023). Profit margin: 2.1% (in line with 1Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has remained flat.Reported Earnings • May 30Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥177 (down from JP¥182 in FY 2022). Revenue: JP¥566.2b (down 2.0% from FY 2022). Net income: JP¥9.95b (down 3.5% from FY 2022). Profit margin: 1.8% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 4% per year.Price Target Changed • May 18Price target increased by 10% to JP¥2,450Up from JP¥2,225, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,539. Stock is up 29% over the past year. The company is forecast to post earnings per share of JP¥173 for next year compared to JP¥177 last year.お知らせ • May 13ARCS Company Limited to Report Q1, 2024 Results on Jul 04, 2023ARCS Company Limited announced that they will report Q1, 2024 results on Jul 04, 2023Reported Earnings • Apr 16Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥177 (down from JP¥182 in FY 2022). Revenue: JP¥566.2b (down 2.0% from FY 2022). Net income: JP¥9.95b (down 3.5% from FY 2022). Profit margin: 1.8% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 1.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 6% per year.Upcoming Dividend • Feb 20Upcoming dividend of JP¥29.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 25 May 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).お知らせ • Feb 17ARCS Company Limited to Report Fiscal Year 2023 Results on Apr 14, 2023ARCS Company Limited announced that they will report fiscal year 2023 results on Apr 14, 2023お知らせ • Jan 10+ 1 more updateARCS Company Limited Provides Dividend Guidance for the Fiscal Year Ending February 28, 2023ARCS Company Limited provided dividend guidance for the fiscal year ending February 28, 2023. For the period, Company expects dividend of JPY 29.00 per share against JPY 30.00 per share paid for the same period a year ago.Reported Earnings • Jan 08Third quarter 2023 earnings released: EPS: JP¥40.14 (vs JP¥36.65 in 3Q 2022)Third quarter 2023 results: EPS: JP¥40.14 (up from JP¥36.65 in 3Q 2022). Revenue: JP¥137.5b (flat on 3Q 2022). Net income: JP¥2.25b (up 8.6% from 3Q 2022). Profit margin: 1.6% (up from 1.5% in 3Q 2022). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Nov 23ARCS Company Limited to Report Q3, 2023 Results on Jan 06, 2023ARCS Company Limited announced that they will report Q3, 2023 results on Jan 06, 2023Price Target Changed • Nov 22Price target decreased to JP¥1,950Down from JP¥2,225, the current price target is an average from 2 analysts. New target price is 8.4% below last closing price of JP¥2,128. Stock is down 0.8% over the past year. The company is forecast to post earnings per share of JP¥174 for next year compared to JP¥182 last year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 7 highly experienced directors. 2 independent directors (5 non-independent directors). Independent External Director Ryoko Sasaki was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Oct 17+ 2 more updatesARCS Company Limited Provides Consolidated Earnings Guidance for the Full Year Ending February 28, 2023ARCS Company Limited provided consolidated earnings guidance for the full year ending February 28, 2023. For the period, company expects Net sales of JPY 563,000 million, Operating profit of JPY 15,900 million, Profit attributable to owners of parent of JPY 10,900 million and Earnings per share of JPY 193.73.Reported Earnings • Oct 17Second quarter 2023 earnings released: EPS: JP¥47.28 (vs JP¥54.99 in 2Q 2022)Second quarter 2023 results: EPS: JP¥47.28 (down from JP¥54.99 in 2Q 2022). Revenue: JP¥143.0b (down 3.8% from 2Q 2022). Net income: JP¥2.65b (down 15% from 2Q 2022). Profit margin: 1.9% (down from 2.1% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% 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 • Aug 26ARCS Company Limited to Report Q2, 2023 Results on Oct 14, 2022ARCS Company Limited announced that they will report Q2, 2023 results on Oct 14, 2022Upcoming Dividend • Aug 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 07 November 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).お知らせ • Jul 07+ 2 more updatesARCS Company Limited Provides Dividend Guidance for the Year Ended February 28, 2023ARCS Company Limited provided dividend guidance of ¥29.00 per share for the year ended February 28, 2023 against ¥30.00 per share a year ago.Reported Earnings • Jul 07First quarter 2023 earnings released: EPS: JP¥51.05 (vs JP¥51.05 in 1Q 2022)First quarter 2023 results: EPS: JP¥51.05 (down from JP¥51.05 in 1Q 2022). Revenue: JP¥138.3b (down 3.0% from 1Q 2022). Net income: JP¥2.87b (flat on 1Q 2022). Profit margin: 2.1% (up from 2.0% in 1Q 2022). The increase in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 1.6% compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • May 30Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥182 (down from JP¥230 in FY 2021). Revenue: JP¥577.6b (up 3.7% from FY 2021). Net income: JP¥10.3b (down 21% from FY 2021). Profit margin: 1.8% (down from 2.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.4%. Over the next year, revenue is expected to shrink by 2.5% compared to a 21% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • May 18ARCS Company Limited (TSE:9948) announces an Equity Buyback for 337,400 shares, representing 0.6% for ¥680.54 million.ARCS Company Limited (TSE:9948) announces a share repurchase program. Under the program, the company will repurchase 337,400 shares, representing 0.6% of the outstanding shares, at ¥2,017 per share for ¥680.54 million. The purpose of the program is to enable agile capital policies that respond to changes in the business environment. The program is valid till May 17, 2022. As of April 30, 2022, the company had 56,320,765 shares outstanding (excluding treasury stock) and 1,329,103 shares in treasury.Price Target Changed • May 11Price target decreased to JP¥2,225Down from JP¥2,400, the current price target is an average from 3 analysts. New target price is 8.0% above last closing price of JP¥2,060. Stock is down 12% over the past year. The company is forecast to post earnings per share of JP¥190 for next year compared to JP¥182 last year.お知らせ • May 09ARCS Company Limited to Report Q1, 2023 Results on Jul 05, 2022ARCS Company Limited announced that they will report Q1, 2023 results on Jul 05, 2022Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. 2 independent directors (9 non-independent directors). Independent External Director Ryoko Sasaki was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 16+ 3 more updatesARCS Company Limited Provides Dividend Guidance for the Six Months Ending August 31, 2022ARCS Company Limited provided dividend guidance for the six months ending August 31, 2022. For the six months, the company expects dividend of ¥28.00 per share against ¥27.00 per share a year ago.Reported Earnings • Apr 15Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥182 (down from JP¥230 in FY 2021). Revenue: JP¥577.6b (up 3.7% from FY 2021). Net income: JP¥10.3b (down 21% from FY 2021). Profit margin: 1.8% (down from 2.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.4%. Over the next year, revenue is forecast to stay flat compared to a 20% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Apr 08ARCS Company Limited to Report Fiscal Year 2022 Results on Apr 14, 2022ARCS Company Limited announced that they will report fiscal year 2022 results on Apr 14, 2022Upcoming Dividend • Feb 18Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 26 May 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.6%).お知らせ • Feb 15ARCS Company Limited (TSE:9948) announces an Equity Buyback for 159,400 shares, representing 0.28% for ¥341.59 million.ARCS Company Limited (TSE:9948) announces a share repurchase program. Under the program, the company will repurchase 159,400 shares, representing 0.28% of the outstanding shares, at ¥2,143 per share for ¥341.59 million. The purpose of the program is to enable agile capital policies that respond to changes in the business environment. The program is valid till February 15, 2022. As of January 31, 2022, the company had 56,480,276 shares outstanding (excluding treasury stock) and 1,169,592 shares in treasury.Price Target Changed • Feb 03Price target decreased to JP¥2,250Down from JP¥2,500, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥2,207. Stock is down 6.7% over the past year. The company is forecast to post earnings per share of JP¥191 for next year compared to JP¥230 last year.Reported Earnings • Jan 07Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥36.65 (down from JP¥41.15 in 3Q 2021). Revenue: JP¥138.4b (up 4.3% from 3Q 2021). Net income: JP¥2.07b (down 11% from 3Q 2021). Profit margin: 1.5% (down from 1.8% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Earnings per share (EPS) surpassed analyst estimates by 12%. Over the next year, revenue is forecast to stay flat compared to a 28% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.業績と収益の成長予測TSE:9948 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数2/28/2029692,00014,900N/A26,18012/29/2028661,95013,50014,40025,47022/28/2027645,70012,65013,60022,92512/28/2026626,95712,44518,36126,302N/A11/30/2025623,42112,51715,37123,995N/A8/31/2025619,23711,77714,55724,395N/A5/31/2025613,75411,19712,15124,021N/A2/28/2025608,28411,0637,39519,384N/A11/30/2024604,78110,90310,47723,361N/A8/31/2024602,09610,96612,63324,108N/A5/31/2024597,48111,42213,01422,944N/A2/29/2024591,55711,76613,01424,052N/A11/30/2023583,83910,08812,03821,937N/A8/31/2023577,16110,2278,28418,909N/A5/31/2023570,81210,0836,24515,826N/A2/28/2023566,2099,9479,23716,989N/A11/30/2022566,66710,0118,53316,551N/A8/31/2022567,5679,83410,79717,119N/A5/31/2022573,25010,29312,69218,973N/A2/28/2022577,56810,3048,36414,215N/A11/30/2021571,78711,08311,67816,824N/A8/31/2021566,04811,33714,90419,615N/A5/31/2021559,07111,60113,70519,301N/A2/28/2021556,94612,96723,21929,047N/A11/30/2020552,24311,19619,20528,537N/A8/31/2020544,6939,98110,68021,768N/A5/31/2020533,7379,23011,16322,105N/A2/29/2020519,2186,8704,41116,584N/A11/30/2019512,9278,722N/A10,428N/A8/31/2019511,5359,471N/A17,240N/A5/31/2019512,3309,692N/A16,154N/A2/28/2019512,24610,168N/A16,186N/A11/30/2018513,85410,289N/A17,913N/A8/31/2018512,61110,412N/A17,658N/A5/31/2018512,23510,331N/A16,783N/A2/28/2018513,95510,255N/A18,087N/A11/30/2017513,1239,313N/A16,450N/A8/31/2017513,3689,683N/A17,613N/A5/31/2017513,56010,101N/A18,272N/A2/28/2017512,64510,493N/A16,257N/A11/30/2016511,5878,671N/A18,188N/A8/31/2016508,1558,069N/A17,441N/A5/31/2016505,0387,468N/A12,552N/A2/29/2016501,9056,547N/A12,757N/A11/30/2015496,7747,221N/A10,969N/A8/31/2015493,7518,196N/A11,010N/A5/31/2015481,3497,924N/A17,191N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 9948の予測収益成長率 (年間5.6% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 9948の収益 ( 5.6% ) JP市場 ( 8.9% ) よりも低い成長が予測されています。高成長収益: 9948の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 9948の収益 ( 3.1% ) JP市場 ( 5.2% ) よりも低い成長が予測されています。高い収益成長: 9948の収益 ( 3.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 9948の 自己資本利益率 は、3年後には低くなると予測されています ( 6.5 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-retailing 業界の高成長企業。View Past Performance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2026/05/21 14:30終値2026/05/21 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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ARCS Company Limited 2 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。4 アナリスト機関Emiri ShigeokaDaiwa Securities Co. Ltd.Kumio TomonagaJ.P. MorganMasafumi ShodaNomura Securities Co. Ltd.1 その他のアナリストを表示
Price Target Changed • Feb 07Price target increased by 9.1% to JP¥3,000Up from JP¥2,750, the current price target is an average from 2 analysts. New target price is 10% above last closing price of JP¥2,725. Stock is down 5.8% over the past year. The company is forecast to post earnings per share of JP¥202 for next year compared to JP¥214 last year.
Price Target Changed • Mar 07Price target increased by 12% to JP¥2,850Up from JP¥2,550, the current price target is an average from 2 analysts. New target price is 8.5% below last closing price of JP¥3,115. Stock is up 38% over the past year. The company is forecast to post earnings per share of JP¥194 for next year compared to JP¥177 last year.
お知らせ • Jul 06+ 2 more updatesArcs Company Limited Provides Consolidated Earnings Guidance for the Six Months Ending August 31, 2023 and Full Year Ending February 29, 2024ARCS Company Limited provided consolidated earnings guidance for the six months ending August 31, 2023 and full year ending February 29, 2024. For the six months, the company expects Net sales of JPY 290,000 million, Operating profit of JPY 7,200 million, Profit attributable to owners of parent of JPY 5,200 million and Earnings per share of JPY 92.89.For the year, the company expects Net sales of JPY 582,000 million, Operating profit of JPY 14,800 million, Profit attributable to owners of parent of JPY 9,950 million and Earnings per share of JPY 177.74.
Price Target Changed • May 18Price target increased by 10% to JP¥2,450Up from JP¥2,225, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,539. Stock is up 29% over the past year. The company is forecast to post earnings per share of JP¥173 for next year compared to JP¥177 last year.
Price Target Changed • Nov 22Price target decreased to JP¥1,950Down from JP¥2,225, the current price target is an average from 2 analysts. New target price is 8.4% below last closing price of JP¥2,128. Stock is down 0.8% over the past year. The company is forecast to post earnings per share of JP¥174 for next year compared to JP¥182 last year.
お知らせ • Oct 17+ 2 more updatesARCS Company Limited Provides Consolidated Earnings Guidance for the Full Year Ending February 28, 2023ARCS Company Limited provided consolidated earnings guidance for the full year ending February 28, 2023. For the period, company expects Net sales of JPY 563,000 million, Operating profit of JPY 15,900 million, Profit attributable to owners of parent of JPY 10,900 million and Earnings per share of JPY 193.73.
お知らせ • May 13ARCS Company Limited to Report Q1, 2027 Results on Jul 03, 2026ARCS Company Limited announced that they will report Q1, 2027 results on Jul 03, 2026
Reported Earnings • Apr 14Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥231 (up from JP¥205 in FY 2025). Revenue: JP¥627.0b (up 3.1% from FY 2025). Net income: JP¥12.4b (up 13% from FY 2025). Profit margin: 2.0% (up from 1.8% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.9%. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 13ARCS Company Limited, Annual General Meeting, May 26, 2026ARCS Company Limited, Annual General Meeting, May 26, 2026.
お知らせ • Apr 03ARCS Company Limited to Report Fiscal Year 2026 Results on Apr 13, 2026ARCS Company Limited announced that they will report fiscal year 2026 results on Apr 13, 2026
お知らせ • Feb 16ARCS Company Limited Proposes Dividend for the Fiscal Year Ending February 28, 2026, Payable on May 27, 2026ARCS Company Limited announced that, at a meeting of the Board of Directors held on February 16, 2026, it was resolved to revise the year-end dividend forecast for the year ending February 28, 2026, to ¥43 per share, an increase of ¥6 from the most recent dividend forecast of ¥37 per share. Record date February 28, 2026. Effective date is May 27, 2026. ARCS plans to officially resolve the dividend increase upon approval at its 65th Annual General Meeting of Shareholders scheduled to be held on May 26, 2026.
分析記事 • Feb 06An Intrinsic Calculation For ARCS Company Limited (TSE:9948) Suggests It's 39% UndervaluedKey Insights ARCS' estimated fair value is JP¥5,946 based on 2 Stage Free Cash Flow to Equity ARCS is estimated to be...
Reported Earnings • Jan 09Third quarter 2026 earnings released: EPS: JP¥51.70 (vs JP¥37.88 in 3Q 2025)Third quarter 2026 results: EPS: JP¥51.70 (up from JP¥37.88 in 3Q 2025). Revenue: JP¥151.1b (up 2.8% from 3Q 2025). Net income: JP¥2.79b (up 36% from 3Q 2025). Profit margin: 1.8% (up from 1.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 28ARCS Company Limited to Report Q3, 2026 Results on Jan 08, 2026ARCS Company Limited announced that they will report Q3, 2026 results on Jan 08, 2026
Declared Dividend • Nov 07First half dividend of JP¥37.00 announcedShareholders will receive a dividend of JP¥37.00. Ex-date: 26th February 2026 Payment date: 28th May 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 4.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: JP¥54.00 (vs JP¥43.26 in 2Q 2025)Second quarter 2026 results: EPS: JP¥54.00 (up from JP¥43.26 in 2Q 2025). Revenue: JP¥159.4b (up 3.6% from 2Q 2025). Net income: JP¥2.92b (up 25% from 2Q 2025). Profit margin: 1.8% (up from 1.5% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 14ARCS Company Limited (TSE:9948) announces an Equity Buyback for 700,000 shares, representing 1.3% for ¥2,500 million.ARCS Company Limited (TSE:9948) announces a share repurchase program. Under the program, the company will repurchase 700,000 shares, representing 3.57% of its issued share capital, for ¥2,500 million. The purpose of the program is to enhance shareholder returns, improve capital efficiency, and enable a flexible capital policy that responds to changes in the business environment. The program is valid till January 15, 2026. As of August 31, 2025, the company had 53,982,383 shares issued (excluding treasury stock) and 3,667,485 shares in treasury.
Upcoming Dividend • Aug 21Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 07 November 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
お知らせ • Aug 01ARCS Company Limited to Report Q2, 2026 Results on Oct 14, 2025ARCS Company Limited announced that they will report Q2, 2026 results on Oct 14, 2025
Reported Earnings • Jul 05First quarter 2026 earnings released: EPS: JP¥51.83 (vs JP¥49.35 in 1Q 2025)First quarter 2026 results: EPS: JP¥51.83 (up from JP¥49.35 in 1Q 2025). Revenue: JP¥154.3b (up 3.7% from 1Q 2025). Net income: JP¥2.80b (up 5.0% from 1Q 2025). Profit margin: 1.8% (in line with 1Q 2025). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jun 18Final dividend of JP¥37.00 announcedShareholders will receive a dividend of JP¥37.00. Ex-date: 28th August 2025 Payment date: 7th November 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (36% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 9.1% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 25ARCS Company Limited to Report Q1, 2026 Results on Jul 04, 2025ARCS Company Limited announced that they will report Q1, 2026 results on Jul 04, 2025
お知らせ • Apr 15+ 3 more updatesARCS Company Limited Revises Proposed Dividend for the Fiscal Year Ended February 28, 2025. Effective May 28, 2025ARCS Company Limited revised proposed dividend from JPY 38.00 per share to JPY 40.00 per share for the fiscal year ended February 28, 2025. Effective date is May 28, 2025. Record date is February 28, 2025. Reason: The Company's group regards the return of profits to shareholders as one of its most important management policies, and its basic policy is to further increase earnings per share and actively distribute results while expanding its operating base and strengthening its corporate structure. Based on this basic policy and recent business performance and financial position, the company has reviewed the year-end dividend per share for the current fiscal year and decided to increase it.
Reported Earnings • Apr 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥205 (down from JP¥214 in FY 2024). Revenue: JP¥608.3b (up 2.8% from FY 2024). Net income: JP¥11.1b (down 6.0% from FY 2024). Profit margin: 1.8% (down from 2.0% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 14ARCS Company Limited, Annual General Meeting, May 27, 2025ARCS Company Limited, Annual General Meeting, May 27, 2025.
分析記事 • Apr 08Subdued Growth No Barrier To ARCS Company Limited's (TSE:9948) PriceWith a median price-to-earnings (or "P/E") ratio of close to 12x in Japan, you could be forgiven for feeling...
Upcoming Dividend • Feb 20Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 28 May 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
Price Target Changed • Feb 07Price target increased by 9.1% to JP¥3,000Up from JP¥2,750, the current price target is an average from 2 analysts. New target price is 10% above last closing price of JP¥2,725. Stock is down 5.8% over the past year. The company is forecast to post earnings per share of JP¥202 for next year compared to JP¥214 last year.
分析記事 • Feb 06ARCS' (TSE:9948) Dividend Will Be ¥38.00ARCS Company Limited's ( TSE:9948 ) investors are due to receive a payment of ¥38.00 per share on 28th of May. The...
お知らせ • Feb 03ARCS Company Limited to Report Fiscal Year 2025 Results on Apr 14, 2025ARCS Company Limited announced that they will report fiscal year 2025 results on Apr 14, 2025
分析記事 • Jan 23ARCS (TSE:9948) Will Pay A Dividend Of ¥38.00ARCS Company Limited ( TSE:9948 ) will pay a dividend of ¥38.00 on the 28th of May. The yield is still above the...
New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.
分析記事 • Jan 09ARCS' (TSE:9948) Dividend Will Be ¥34.00The board of ARCS Company Limited ( TSE:9948 ) has announced that it will pay a dividend on the 29th of May, with...
Reported Earnings • Jan 09Third quarter 2025 earnings released: EPS: JP¥37.88 (vs JP¥38.58 in 3Q 2024)Third quarter 2025 results: EPS: JP¥37.88 (down from JP¥38.58 in 3Q 2024). Revenue: JP¥146.9b (up 1.9% from 3Q 2024). Net income: JP¥2.05b (down 3.0% from 3Q 2024). Profit margin: 1.4% (in line with 3Q 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Jan 09ARCS Company Limited Provides Dividend Guidance for the Fiscal Year Ending February 28, 2025ARCS Company Limited provided dividend guidance for the fiscal year ending February 28, 2025. For the period, the company expects to pay dividend of JPY 38.00 per share against JPY 39.00 per share paid a year ago.
Declared Dividend • Nov 08First half dividend of JP¥34.00 announcedShareholders will receive a dividend of JP¥34.00. Ex-date: 27th February 2025 Payment date: 29th May 2025 Dividend yield will be 2.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 5.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 26ARCS Company Limited to Report Q3, 2025 Results on Jan 08, 2025ARCS Company Limited announced that they will report Q3, 2025 results on Jan 08, 2025
Reported Earnings • Oct 17Second quarter 2025 earnings released: EPS: JP¥43.26 (vs JP¥50.45 in 2Q 2024)Second quarter 2025 results: EPS: JP¥43.26 (down from JP¥50.45 in 2Q 2024). Revenue: JP¥153.9b (up 3.1% from 2Q 2024). Net income: JP¥2.34b (down 16% from 2Q 2024). Profit margin: 1.5% (down from 1.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Oct 16ARCS Company Limited Announces Dividend for the Second Quarter-End of the Fiscal Year Ending February 28, 2025, Payable on November 7, 2024ARCS Company Limited announced dividend for the second quarter-end of the fiscal year ending February 28, 2025. For the period, the company announced dividend of JPY 34.00 per share against JPY 29.00 per share paid a year ago. Payable on November 7, 2024.
Upcoming Dividend • Aug 22Upcoming dividend of JP¥34.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 08 November 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
お知らせ • Jul 29ARCS Company Limited to Report Q2, 2025 Results on Oct 15, 2024ARCS Company Limited announced that they will report Q2, 2025 results on Oct 15, 2024
Reported Earnings • Jul 08First quarter 2025 earnings released: EPS: JP¥49.35 (vs JP¥53.81 in 1Q 2024)First quarter 2025 results: EPS: JP¥49.35 (down from JP¥53.81 in 1Q 2024). Revenue: JP¥148.8b (up 4.1% from 1Q 2024). Net income: JP¥2.66b (down 11% from 1Q 2024). Profit margin: 1.8% (down from 2.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Declared Dividend • Jun 06Final dividend of JP¥34.00 announcedShareholders will receive a dividend of JP¥34.00. Ex-date: 29th August 2024 Payment date: 8th November 2024 Dividend yield will be 2.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 5.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 6.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 01Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥214 (up from JP¥177 in FY 2023). Revenue: JP¥591.6b (up 4.5% from FY 2023). Net income: JP¥11.8b (up 18% from FY 2023). Profit margin: 2.0% (up from 1.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Apr 29ARCS Company Limited to Report Q1, 2025 Results on Jul 04, 2024ARCS Company Limited announced that they will report Q1, 2025 results on Jul 04, 2024
お知らせ • Apr 16+ 3 more updatesARCS Company Limited, Annual General Meeting, May 28, 2024ARCS Company Limited, Annual General Meeting, May 28, 2024.
Reported Earnings • Apr 16Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥214 (up from JP¥177 in FY 2023). Revenue: JP¥591.6b (up 4.5% from FY 2023). Net income: JP¥11.8b (up 18% from FY 2023). Profit margin: 2.0% (up from 1.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Price Target Changed • Mar 07Price target increased by 12% to JP¥2,850Up from JP¥2,550, the current price target is an average from 2 analysts. New target price is 8.5% below last closing price of JP¥3,115. Stock is up 38% over the past year. The company is forecast to post earnings per share of JP¥194 for next year compared to JP¥177 last year.
お知らせ • Feb 25ARCS Company Limited to Report Fiscal Year 2024 Results on Apr 15, 2024ARCS Company Limited announced that they will report fiscal year 2024 results on Apr 15, 2024
Upcoming Dividend • Feb 21Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 24 May 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.5%).
Reported Earnings • Jan 10Third quarter 2024 earnings released: EPS: JP¥38.58 (vs JP¥40.14 in 3Q 2023)Third quarter 2024 results: EPS: JP¥38.58 (down from JP¥40.14 in 3Q 2023). Revenue: JP¥144.2b (up 4.9% from 3Q 2023). Net income: JP¥2.11b (down 6.2% from 3Q 2023). Profit margin: 1.5% (down from 1.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Nov 27ARCS Company Limited to Report Q3, 2024 Results on Jan 09, 2024ARCS Company Limited announced that they will report Q3, 2024 results on Jan 09, 2024
お知らせ • Oct 18+ 1 more updateArcs Company Limited Provides Dividend Guidance for the Fiscal Year Ending February 29, 2024ARCS Company Limited provided dividend guidance for the fiscal year ending February 29, 2024. For the year, the company expects dividend of JPY 29.00 per share against JPY 30.00 per share paid a year ago.
Reported Earnings • Oct 18Second quarter 2024 earnings released: EPS: JP¥50.45 (vs JP¥47.28 in 2Q 2023)Second quarter 2024 results: EPS: JP¥50.45 (up from JP¥47.28 in 2Q 2023). Revenue: JP¥149.3b (up 4.4% from 2Q 2023). Net income: JP¥2.79b (up 5.4% from 2Q 2023). Profit margin: 1.9% (in line with 2Q 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥29.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 08 November 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.6%).
お知らせ • Aug 18ARCS Company Limited to Report Q2, 2024 Results on Oct 16, 2023ARCS Company Limited announced that they will report Q2, 2024 results on Oct 16, 2023
お知らせ • Jul 06+ 2 more updatesArcs Company Limited Provides Consolidated Earnings Guidance for the Six Months Ending August 31, 2023 and Full Year Ending February 29, 2024ARCS Company Limited provided consolidated earnings guidance for the six months ending August 31, 2023 and full year ending February 29, 2024. For the six months, the company expects Net sales of JPY 290,000 million, Operating profit of JPY 7,200 million, Profit attributable to owners of parent of JPY 5,200 million and Earnings per share of JPY 92.89.For the year, the company expects Net sales of JPY 582,000 million, Operating profit of JPY 14,800 million, Profit attributable to owners of parent of JPY 9,950 million and Earnings per share of JPY 177.74.
Reported Earnings • Jul 05First quarter 2024 earnings released: EPS: JP¥53.81 (vs JP¥51.05 in 1Q 2023)First quarter 2024 results: EPS: JP¥53.81 (up from JP¥51.05 in 1Q 2023). Revenue: JP¥142.9b (up 3.3% from 1Q 2023). Net income: JP¥3.01b (up 4.7% from 1Q 2023). Profit margin: 2.1% (in line with 1Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has remained flat.
Reported Earnings • May 30Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥177 (down from JP¥182 in FY 2022). Revenue: JP¥566.2b (down 2.0% from FY 2022). Net income: JP¥9.95b (down 3.5% from FY 2022). Profit margin: 1.8% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 4% per year.
Price Target Changed • May 18Price target increased by 10% to JP¥2,450Up from JP¥2,225, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,539. Stock is up 29% over the past year. The company is forecast to post earnings per share of JP¥173 for next year compared to JP¥177 last year.
お知らせ • May 13ARCS Company Limited to Report Q1, 2024 Results on Jul 04, 2023ARCS Company Limited announced that they will report Q1, 2024 results on Jul 04, 2023
Reported Earnings • Apr 16Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥177 (down from JP¥182 in FY 2022). Revenue: JP¥566.2b (down 2.0% from FY 2022). Net income: JP¥9.95b (down 3.5% from FY 2022). Profit margin: 1.8% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 1.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 6% per year.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥29.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 25 May 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
お知らせ • Feb 17ARCS Company Limited to Report Fiscal Year 2023 Results on Apr 14, 2023ARCS Company Limited announced that they will report fiscal year 2023 results on Apr 14, 2023
お知らせ • Jan 10+ 1 more updateARCS Company Limited Provides Dividend Guidance for the Fiscal Year Ending February 28, 2023ARCS Company Limited provided dividend guidance for the fiscal year ending February 28, 2023. For the period, Company expects dividend of JPY 29.00 per share against JPY 30.00 per share paid for the same period a year ago.
Reported Earnings • Jan 08Third quarter 2023 earnings released: EPS: JP¥40.14 (vs JP¥36.65 in 3Q 2022)Third quarter 2023 results: EPS: JP¥40.14 (up from JP¥36.65 in 3Q 2022). Revenue: JP¥137.5b (flat on 3Q 2022). Net income: JP¥2.25b (up 8.6% from 3Q 2022). Profit margin: 1.6% (up from 1.5% in 3Q 2022). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Nov 23ARCS Company Limited to Report Q3, 2023 Results on Jan 06, 2023ARCS Company Limited announced that they will report Q3, 2023 results on Jan 06, 2023
Price Target Changed • Nov 22Price target decreased to JP¥1,950Down from JP¥2,225, the current price target is an average from 2 analysts. New target price is 8.4% below last closing price of JP¥2,128. Stock is down 0.8% over the past year. The company is forecast to post earnings per share of JP¥174 for next year compared to JP¥182 last year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 7 highly experienced directors. 2 independent directors (5 non-independent directors). Independent External Director Ryoko Sasaki was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Oct 17+ 2 more updatesARCS Company Limited Provides Consolidated Earnings Guidance for the Full Year Ending February 28, 2023ARCS Company Limited provided consolidated earnings guidance for the full year ending February 28, 2023. For the period, company expects Net sales of JPY 563,000 million, Operating profit of JPY 15,900 million, Profit attributable to owners of parent of JPY 10,900 million and Earnings per share of JPY 193.73.
Reported Earnings • Oct 17Second quarter 2023 earnings released: EPS: JP¥47.28 (vs JP¥54.99 in 2Q 2022)Second quarter 2023 results: EPS: JP¥47.28 (down from JP¥54.99 in 2Q 2022). Revenue: JP¥143.0b (down 3.8% from 2Q 2022). Net income: JP¥2.65b (down 15% from 2Q 2022). Profit margin: 1.9% (down from 2.1% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% 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 • Aug 26ARCS Company Limited to Report Q2, 2023 Results on Oct 14, 2022ARCS Company Limited announced that they will report Q2, 2023 results on Oct 14, 2022
Upcoming Dividend • Aug 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 07 November 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
お知らせ • Jul 07+ 2 more updatesARCS Company Limited Provides Dividend Guidance for the Year Ended February 28, 2023ARCS Company Limited provided dividend guidance of ¥29.00 per share for the year ended February 28, 2023 against ¥30.00 per share a year ago.
Reported Earnings • Jul 07First quarter 2023 earnings released: EPS: JP¥51.05 (vs JP¥51.05 in 1Q 2022)First quarter 2023 results: EPS: JP¥51.05 (down from JP¥51.05 in 1Q 2022). Revenue: JP¥138.3b (down 3.0% from 1Q 2022). Net income: JP¥2.87b (flat on 1Q 2022). Profit margin: 2.1% (up from 2.0% in 1Q 2022). The increase in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 1.6% compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • May 30Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥182 (down from JP¥230 in FY 2021). Revenue: JP¥577.6b (up 3.7% from FY 2021). Net income: JP¥10.3b (down 21% from FY 2021). Profit margin: 1.8% (down from 2.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.4%. Over the next year, revenue is expected to shrink by 2.5% compared to a 21% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • May 18ARCS Company Limited (TSE:9948) announces an Equity Buyback for 337,400 shares, representing 0.6% for ¥680.54 million.ARCS Company Limited (TSE:9948) announces a share repurchase program. Under the program, the company will repurchase 337,400 shares, representing 0.6% of the outstanding shares, at ¥2,017 per share for ¥680.54 million. The purpose of the program is to enable agile capital policies that respond to changes in the business environment. The program is valid till May 17, 2022. As of April 30, 2022, the company had 56,320,765 shares outstanding (excluding treasury stock) and 1,329,103 shares in treasury.
Price Target Changed • May 11Price target decreased to JP¥2,225Down from JP¥2,400, the current price target is an average from 3 analysts. New target price is 8.0% above last closing price of JP¥2,060. Stock is down 12% over the past year. The company is forecast to post earnings per share of JP¥190 for next year compared to JP¥182 last year.
お知らせ • May 09ARCS Company Limited to Report Q1, 2023 Results on Jul 05, 2022ARCS Company Limited announced that they will report Q1, 2023 results on Jul 05, 2022
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. 2 independent directors (9 non-independent directors). Independent External Director Ryoko Sasaki was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 16+ 3 more updatesARCS Company Limited Provides Dividend Guidance for the Six Months Ending August 31, 2022ARCS Company Limited provided dividend guidance for the six months ending August 31, 2022. For the six months, the company expects dividend of ¥28.00 per share against ¥27.00 per share a year ago.
Reported Earnings • Apr 15Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥182 (down from JP¥230 in FY 2021). Revenue: JP¥577.6b (up 3.7% from FY 2021). Net income: JP¥10.3b (down 21% from FY 2021). Profit margin: 1.8% (down from 2.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.4%. Over the next year, revenue is forecast to stay flat compared to a 20% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Apr 08ARCS Company Limited to Report Fiscal Year 2022 Results on Apr 14, 2022ARCS Company Limited announced that they will report fiscal year 2022 results on Apr 14, 2022
Upcoming Dividend • Feb 18Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 26 May 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.6%).
お知らせ • Feb 15ARCS Company Limited (TSE:9948) announces an Equity Buyback for 159,400 shares, representing 0.28% for ¥341.59 million.ARCS Company Limited (TSE:9948) announces a share repurchase program. Under the program, the company will repurchase 159,400 shares, representing 0.28% of the outstanding shares, at ¥2,143 per share for ¥341.59 million. The purpose of the program is to enable agile capital policies that respond to changes in the business environment. The program is valid till February 15, 2022. As of January 31, 2022, the company had 56,480,276 shares outstanding (excluding treasury stock) and 1,169,592 shares in treasury.
Price Target Changed • Feb 03Price target decreased to JP¥2,250Down from JP¥2,500, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥2,207. Stock is down 6.7% over the past year. The company is forecast to post earnings per share of JP¥191 for next year compared to JP¥230 last year.
Reported Earnings • Jan 07Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥36.65 (down from JP¥41.15 in 3Q 2021). Revenue: JP¥138.4b (up 4.3% from 3Q 2021). Net income: JP¥2.07b (down 11% from 3Q 2021). Profit margin: 1.5% (down from 1.8% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Earnings per share (EPS) surpassed analyst estimates by 12%. Over the next year, revenue is forecast to stay flat compared to a 28% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.