View ValuationAeon Kyushu 将来の成長Future 基準チェック /06現在、 Aeon Kyushuの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Multiline Retail 収益成長18.8%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • Jul 14First quarter 2027 earnings released: EPS: JP¥13.98 (vs JP¥15.08 in 1Q 2026)First quarter 2027 results: EPS: JP¥13.98 (down from JP¥15.08 in 1Q 2026). Revenue: JP¥135.9b (up 3.0% from 1Q 2026). Net income: JP¥478.0m (down 7.0% from 1Q 2026). Profit margin: 0.4% (in line with 1Q 2026).Declared Dividend • Jun 12Final dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 28th August 2026 Payment date: 2nd November 2026 Dividend yield will be 1.9%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 21% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 68% to shift the payout ratio to a potentially unsustainable range, which is more than the 3.2% EPS decline seen over the last 5 years.お知らせ • May 27Aeon Kyushu Co., Ltd. to Report Q1, 2027 Results on Jul 10, 2026Aeon Kyushu Co., Ltd. announced that they will report Q1, 2027 results on Jul 10, 2026Reported Earnings • Apr 10Full year 2026 earnings released: EPS: JP¥175 (vs JP¥177 in FY 2025)Full year 2026 results: EPS: JP¥175 (down from JP¥177 in FY 2025). Revenue: JP¥547.1b (up 2.9% from FY 2025). Net income: JP¥5.97b (down 1.1% from FY 2025). Profit margin: 1.1% (in line with FY 2025).お知らせ • Apr 09Aeon Kyushu Co., Ltd., Annual General Meeting, May 20, 2026Aeon Kyushu Co., Ltd., Annual General Meeting, May 20, 2026.お知らせ • Apr 02Aeon Kyushu Co., Ltd. to Report Fiscal Year 2026 Results on Apr 09, 2026Aeon Kyushu Co., Ltd. announced that they will report fiscal year 2026 results on Apr 09, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 30 April 2026. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).Reported Earnings • Jan 09Third quarter 2026 earnings released: EPS: JP¥4.57 (vs JP¥8.64 in 3Q 2025)Third quarter 2026 results: EPS: JP¥4.57 (down from JP¥8.64 in 3Q 2025). Revenue: JP¥133.6b (up 2.9% from 3Q 2025). Net income: JP¥156.0m (down 47% from 3Q 2025). Profit margin: 0.1% (down from 0.2% in 3Q 2025). The decrease in margin was driven by higher expenses.お知らせ • Dec 19Aeon Kyushu Co., Ltd. to Report Q3, 2026 Results on Jan 08, 2026Aeon Kyushu Co., Ltd. announced that they will report Q3, 2026 results on Jan 08, 2026Declared Dividend • Nov 01First half dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 26th February 2026 Payment date: 30th April 2026 Dividend yield will be 1.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (20% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 34% per year over the past 2 years and payments have been stable during that time. Earnings per share has grown by 1.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Oct 28Additional Considerations Required While Assessing Aeon Kyushu's (TSE:2653) Strong EarningsAeon Kyushu Co., Ltd.'s ( TSE:2653 ) robust earnings report didn't manage to move the market for its stock. Our...お知らせ • Oct 22Aeon Kyushu Co., Ltd. (TSE:2653) signed memorandum of understanding to acquire Tokiwa Industry Co,.Ltd. from Tokiwa Co., Ltd.Aeon Kyushu Co., Ltd. (TSE:2653) signed memorandum of understanding to acquire Tokiwa Industry Co,.Ltd. from Tokiwa Co., Ltd. on October 21, 2025. Aeon Kyushu is acquiring 0.164 million shares in Tokiwa Industry. The expected completion of the transaction is by late January 2026.Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: JP¥90.32 (vs JP¥42.95 in 2Q 2025)Second quarter 2026 results: EPS: JP¥90.32 (up from JP¥42.95 in 2Q 2025). Revenue: JP¥139.9b (up 3.0% from 2Q 2025). Net income: JP¥3.08b (up 111% from 2Q 2025). Profit margin: 2.2% (up from 1.1% in 2Q 2025). The increase in margin was driven by higher revenue.New Risk • Sep 24New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (61% net debt to equity). Less than 3 years of financial data is available. Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.Upcoming Dividend • Aug 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 30 October 2025. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).分析記事 • Jul 29Aeon Kyushu (TSE:2653) Will Pay A Dividend Of ¥20.00Aeon Kyushu Co., Ltd. ( TSE:2653 ) has announced that it will pay a dividend of ¥20.00 per share on the 30th of...お知らせ • Jul 26Aeon Kyushu Co., Ltd. to Report Q2, 2026 Results on Oct 14, 2025Aeon Kyushu Co., Ltd. announced that they will report Q2, 2026 results on Oct 14, 2025分析記事 • Jul 15Aeon Kyushu (TSE:2653) Is Paying Out A Dividend Of ¥20.00The board of Aeon Kyushu Co., Ltd. ( TSE:2653 ) has announced that it will pay a dividend of ¥20.00 per share on the...Reported Earnings • Jul 14First quarter 2026 earnings released: EPS: JP¥15.08 (vs JP¥15.75 in 1Q 2025)First quarter 2026 results: EPS: JP¥15.08 (down from JP¥15.75 in 1Q 2025). Revenue: JP¥131.9b (up 4.4% from 1Q 2025). Net income: JP¥514.0m (down 3.9% from 1Q 2025). Profit margin: 0.4% (in line with 1Q 2025).Board Change • Jul 09Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Toshihiko Aoyagi was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Declared Dividend • Jun 18Final dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 28th August 2025 Payment date: 30th October 2025 Dividend yield will be 1.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 27% per year over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 72% to shift the payout ratio to a potentially unsustainable range, which is more than the 2.9% EPS decline seen over the last 5 years.お知らせ • Jun 13Aeon Kyushu Co., Ltd. to Report Q1, 2026 Results on Jul 11, 2025Aeon Kyushu Co., Ltd. announced that they will report Q1, 2026 results on Jul 11, 2025分析記事 • Apr 18Aeon Kyushu's (TSE:2653) Earnings Seem To Be PromisingAeon Kyushu Co., Ltd.'s ( TSE:2653 ) recent earnings report didn't offer any surprises, with the shares unchanged over...New Risk • Apr 15New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 20% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risks High level of debt (58% net debt to equity). Less than 3 years of financial data is available.Reported Earnings • Apr 12Full year 2025 earnings released: EPS: JP¥177 (vs JP¥205 in FY 2024)Full year 2025 results: EPS: JP¥177 (down from JP¥205 in FY 2024). Revenue: JP¥531.6b (up 4.2% from FY 2024). Net income: JP¥6.04b (down 14% from FY 2024). Profit margin: 1.1% (down from 1.4% in FY 2024).お知らせ • Apr 11Aeon Kyushu Co., Ltd., Annual General Meeting, May 21, 2025Aeon Kyushu Co., Ltd., Annual General Meeting, May 21, 2025.お知らせ • Mar 05Aeon Kyushu Co., Ltd. to Report Fiscal Year 2025 Results on Apr 11, 2025Aeon Kyushu Co., Ltd. announced that they will report fiscal year 2025 results on Apr 11, 2025Upcoming Dividend • Feb 20Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 30 April 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥8.64 (vs JP¥79.59 in 3Q 2024)Third quarter 2025 results: EPS: JP¥8.64 (down from JP¥79.59 in 3Q 2024). Revenue: JP¥129.8b (down 2.9% from 3Q 2024). Net income: JP¥294.0m (down 89% from 3Q 2024). Profit margin: 0.2% (down from 2.0% in 3Q 2024).お知らせ • Dec 05Aeon Kyushu Co., Ltd. to Report Q3, 2025 Results on Jan 10, 2025Aeon Kyushu Co., Ltd. announced that they will report Q3, 2025 results on Jan 10, 2025Declared Dividend • Oct 31First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 27th February 2025 Payment date: 30th April 2025 Dividend yield will be 1.5%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (13% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to decline by 49% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.9% EPS decline seen over the last 5 years.分析記事 • Oct 17Aeon Kyushu's (TSE:2653) Earnings Offer More Than Meets The EyeThe market seemed underwhelmed by last week's earnings announcement from Aeon Kyushu Co., Ltd. ( TSE:2653 ) despite the...お知らせ • Sep 14Aeon Kyushu Co., Ltd. to Report Q2, 2025 Results on Oct 09, 2024Aeon Kyushu Co., Ltd. announced that they will report Q2, 2025 results on Oct 09, 2024Upcoming Dividend • Aug 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 30 October 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).お知らせ • Jun 10Aeon Kyushu Co., Ltd. to Report Q1, 2025 Results on Jul 10, 2024Aeon Kyushu Co., Ltd. announced that they will report Q1, 2025 results on Jul 10, 2024Declared Dividend • Jun 06Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 29th August 2024 Payment date: 30th October 2024 Dividend yield will be 2.0%, which is higher than the industry average of 1.2%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.分析記事 • Apr 17We Think That There Are Some Issues For Aeon Kyushu (TSE:2653) Beyond Its Promising EarningsAeon Kyushu Co., Ltd.'s ( TSE:2653 ) healthy profit numbers didn't contain any surprises for investors. We think this...お知らせ • Apr 12Aeon Kyushu Co., Ltd., Annual General Meeting, May 24, 2024Aeon Kyushu Co., Ltd., Annual General Meeting, May 24, 2024.お知らせ • Mar 08Aeon Kyushu Co., Ltd. to Report Fiscal Year 2024 Results on Apr 10, 2024Aeon Kyushu Co., Ltd. announced that they will report fiscal year 2024 results on Apr 10, 2024Upcoming Dividend • Feb 21Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 30 April 2024. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.2%).お知らせ • Dec 08Aeon Kyushu Co., Ltd. to Report Q3, 2024 Results on Jan 12, 2024Aeon Kyushu Co., Ltd. announced that they will report Q3, 2024 results on Jan 12, 2024お知らせ • Sep 07Aeon Kyushu Co., Ltd. to Report Q2, 2024 Results on Oct 11, 2023Aeon Kyushu Co., Ltd. announced that they will report Q2, 2024 results on Oct 11, 2023お知らせ • Jun 24Aeon Kyushu Co., Ltd. to Report Q1, 2024 Results on Jul 12, 2023Aeon Kyushu Co., Ltd. announced that they will report Q1, 2024 results on Jul 12, 2023Upcoming Dividend • Feb 20Inaugural dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 February 2023. Payment date: 28 April 2023. This is the first dividend for Aeon Kyushu since going public. The average dividend yield among industry peers is 1.5%.お知らせ • Dec 29Aeon Kyushu Co., Ltd. to Report Q3, 2023 Results on Jan 13, 2023Aeon Kyushu Co., Ltd. announced that they will report Q3, 2023 results on Jan 13, 2023Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. No independent directors (8 non-independent directors). Chairman Yoshiki Mori was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Sep 15Aeon Kyushu Co., Ltd. to Report Q2, 2023 Results on Oct 05, 2022Aeon Kyushu Co., Ltd. announced that they will report Q2, 2023 results on Oct 05, 2022お知らせ • Jun 25Aeon Kyushu Co., Ltd. to Report Q1, 2023 Results on Jul 06, 2022Aeon Kyushu Co., Ltd. announced that they will report Q1, 2023 results on Jul 06, 2022Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. No independent directors (8 non-independent directors). Chairman Yoshiki Mori was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 10Aeon Kyushu Co., Ltd., Annual General Meeting, May 17, 2022Aeon Kyushu Co., Ltd., Annual General Meeting, May 17, 2022.お知らせ • Apr 07Aeon Kyushu Co., Ltd. to Report Fiscal Year 2022 Results on Apr 08, 2022Aeon Kyushu Co., Ltd. announced that they will report fiscal year 2022 results on Apr 08, 2022Upcoming Dividend • Feb 18Inaugural dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 28 April 2022. The company is not currently making a profit and is not cash flow positive. This is the first dividend for Aeon Kyushu since going public. The average dividend yield among industry peers is 1.7%.Is New 90 Day High Low • Feb 20New 90-day high: JP¥2,028The company is up 8.0% from its price of JP¥1,877 on 20 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Multiline Retail industry, which is up 7.0% over the same period.Upcoming Dividend • Feb 18Upcoming Dividend of JP¥10.00 Per ShareWill be paid on the 27th of April to those who are registered shareholders by the 25th of February. The trailing yield of 0.5% is below the top quartile of Japanese dividend payers (2.8%), and is lower than industry peers (1.3%).Is New 90 Day High Low • Jan 20New 90-day high: JP¥1,960The company is up 3.0% from its price of JP¥1,899 on 22 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Multiline Retail industry, which is down 3.0% over the same period.お知らせ • Jan 07Aeon Kyushu Co., Ltd. to Report Q3, 2021 Results on Jan 12, 2021Aeon Kyushu Co., Ltd. announced that they will report Q3, 2021 results on Jan 12, 2021Is New 90 Day High Low • Dec 30New 90-day high: JP¥1,914The company is up 2.0% from its price of JP¥1,869 on 30 September 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Multiline Retail industry, which is down 1.0% over the same period.お知らせ • Sep 25Aeon Kyushu Co., Ltd. to Report Q2, 2021 Results on Oct 07, 2020Aeon Kyushu Co., Ltd. announced that they will report Q2, 2021 results on Oct 07, 2020お知らせ • Jul 05Aeon Kyushu Co., Ltd. to Report Q1, 2021 Results on Jul 08, 2020Aeon Kyushu Co., Ltd. announced that they will report Q1, 2021 results on Jul 08, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Aeon Kyushu は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:2653 - 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5/31/2026551,1355,935N/AN/AN/A2/28/2026547,1445,971-3,75023,700N/A11/30/2025545,0497,497N/AN/AN/A8/31/2025541,2967,635-12,07816,511N/A5/31/2025537,1916,014N/AN/AN/A2/28/2025531,6176,035-2,81614,426N/A11/30/2024525,6744,991N/AN/AN/A8/31/2024520,1335,15111,82824,409N/A5/31/2024513,2485,807N/AN/AN/A2/29/2024510,3167,0252,06214,616N/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: 2653の予測収益成長が 貯蓄率 ( 0.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 2653の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 2653の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 2653の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 2653の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: 2653の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YRetail 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2026/08/12 19:20終値2026/08/12 00:00収益2026/05/31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このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Aeon Kyushu Co., Ltd. 0 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。0
Reported Earnings • Jul 14First quarter 2027 earnings released: EPS: JP¥13.98 (vs JP¥15.08 in 1Q 2026)First quarter 2027 results: EPS: JP¥13.98 (down from JP¥15.08 in 1Q 2026). Revenue: JP¥135.9b (up 3.0% from 1Q 2026). Net income: JP¥478.0m (down 7.0% from 1Q 2026). Profit margin: 0.4% (in line with 1Q 2026).
Declared Dividend • Jun 12Final dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 28th August 2026 Payment date: 2nd November 2026 Dividend yield will be 1.9%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 21% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 68% to shift the payout ratio to a potentially unsustainable range, which is more than the 3.2% EPS decline seen over the last 5 years.
お知らせ • May 27Aeon Kyushu Co., Ltd. to Report Q1, 2027 Results on Jul 10, 2026Aeon Kyushu Co., Ltd. announced that they will report Q1, 2027 results on Jul 10, 2026
Reported Earnings • Apr 10Full year 2026 earnings released: EPS: JP¥175 (vs JP¥177 in FY 2025)Full year 2026 results: EPS: JP¥175 (down from JP¥177 in FY 2025). Revenue: JP¥547.1b (up 2.9% from FY 2025). Net income: JP¥5.97b (down 1.1% from FY 2025). Profit margin: 1.1% (in line with FY 2025).
お知らせ • Apr 09Aeon Kyushu Co., Ltd., Annual General Meeting, May 20, 2026Aeon Kyushu Co., Ltd., Annual General Meeting, May 20, 2026.
お知らせ • Apr 02Aeon Kyushu Co., Ltd. to Report Fiscal Year 2026 Results on Apr 09, 2026Aeon Kyushu Co., Ltd. announced that they will report fiscal year 2026 results on Apr 09, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 30 April 2026. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
Reported Earnings • Jan 09Third quarter 2026 earnings released: EPS: JP¥4.57 (vs JP¥8.64 in 3Q 2025)Third quarter 2026 results: EPS: JP¥4.57 (down from JP¥8.64 in 3Q 2025). Revenue: JP¥133.6b (up 2.9% from 3Q 2025). Net income: JP¥156.0m (down 47% from 3Q 2025). Profit margin: 0.1% (down from 0.2% in 3Q 2025). The decrease in margin was driven by higher expenses.
お知らせ • Dec 19Aeon Kyushu Co., Ltd. to Report Q3, 2026 Results on Jan 08, 2026Aeon Kyushu Co., Ltd. announced that they will report Q3, 2026 results on Jan 08, 2026
Declared Dividend • Nov 01First half dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 26th February 2026 Payment date: 30th April 2026 Dividend yield will be 1.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (20% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 34% per year over the past 2 years and payments have been stable during that time. Earnings per share has grown by 1.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Oct 28Additional Considerations Required While Assessing Aeon Kyushu's (TSE:2653) Strong EarningsAeon Kyushu Co., Ltd.'s ( TSE:2653 ) robust earnings report didn't manage to move the market for its stock. Our...
お知らせ • Oct 22Aeon Kyushu Co., Ltd. (TSE:2653) signed memorandum of understanding to acquire Tokiwa Industry Co,.Ltd. from Tokiwa Co., Ltd.Aeon Kyushu Co., Ltd. (TSE:2653) signed memorandum of understanding to acquire Tokiwa Industry Co,.Ltd. from Tokiwa Co., Ltd. on October 21, 2025. Aeon Kyushu is acquiring 0.164 million shares in Tokiwa Industry. The expected completion of the transaction is by late January 2026.
Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: JP¥90.32 (vs JP¥42.95 in 2Q 2025)Second quarter 2026 results: EPS: JP¥90.32 (up from JP¥42.95 in 2Q 2025). Revenue: JP¥139.9b (up 3.0% from 2Q 2025). Net income: JP¥3.08b (up 111% from 2Q 2025). Profit margin: 2.2% (up from 1.1% in 2Q 2025). The increase in margin was driven by higher revenue.
New Risk • Sep 24New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (61% net debt to equity). Less than 3 years of financial data is available. Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
Upcoming Dividend • Aug 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 30 October 2025. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).
分析記事 • Jul 29Aeon Kyushu (TSE:2653) Will Pay A Dividend Of ¥20.00Aeon Kyushu Co., Ltd. ( TSE:2653 ) has announced that it will pay a dividend of ¥20.00 per share on the 30th of...
お知らせ • Jul 26Aeon Kyushu Co., Ltd. to Report Q2, 2026 Results on Oct 14, 2025Aeon Kyushu Co., Ltd. announced that they will report Q2, 2026 results on Oct 14, 2025
分析記事 • Jul 15Aeon Kyushu (TSE:2653) Is Paying Out A Dividend Of ¥20.00The board of Aeon Kyushu Co., Ltd. ( TSE:2653 ) has announced that it will pay a dividend of ¥20.00 per share on the...
Reported Earnings • Jul 14First quarter 2026 earnings released: EPS: JP¥15.08 (vs JP¥15.75 in 1Q 2025)First quarter 2026 results: EPS: JP¥15.08 (down from JP¥15.75 in 1Q 2025). Revenue: JP¥131.9b (up 4.4% from 1Q 2025). Net income: JP¥514.0m (down 3.9% from 1Q 2025). Profit margin: 0.4% (in line with 1Q 2025).
Board Change • Jul 09Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Toshihiko Aoyagi was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Declared Dividend • Jun 18Final dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 28th August 2025 Payment date: 30th October 2025 Dividend yield will be 1.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 27% per year over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 72% to shift the payout ratio to a potentially unsustainable range, which is more than the 2.9% EPS decline seen over the last 5 years.
お知らせ • Jun 13Aeon Kyushu Co., Ltd. to Report Q1, 2026 Results on Jul 11, 2025Aeon Kyushu Co., Ltd. announced that they will report Q1, 2026 results on Jul 11, 2025
分析記事 • Apr 18Aeon Kyushu's (TSE:2653) Earnings Seem To Be PromisingAeon Kyushu Co., Ltd.'s ( TSE:2653 ) recent earnings report didn't offer any surprises, with the shares unchanged over...
New Risk • Apr 15New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 20% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risks High level of debt (58% net debt to equity). Less than 3 years of financial data is available.
Reported Earnings • Apr 12Full year 2025 earnings released: EPS: JP¥177 (vs JP¥205 in FY 2024)Full year 2025 results: EPS: JP¥177 (down from JP¥205 in FY 2024). Revenue: JP¥531.6b (up 4.2% from FY 2024). Net income: JP¥6.04b (down 14% from FY 2024). Profit margin: 1.1% (down from 1.4% in FY 2024).
お知らせ • Apr 11Aeon Kyushu Co., Ltd., Annual General Meeting, May 21, 2025Aeon Kyushu Co., Ltd., Annual General Meeting, May 21, 2025.
お知らせ • Mar 05Aeon Kyushu Co., Ltd. to Report Fiscal Year 2025 Results on Apr 11, 2025Aeon Kyushu Co., Ltd. announced that they will report fiscal year 2025 results on Apr 11, 2025
Upcoming Dividend • Feb 20Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 30 April 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥8.64 (vs JP¥79.59 in 3Q 2024)Third quarter 2025 results: EPS: JP¥8.64 (down from JP¥79.59 in 3Q 2024). Revenue: JP¥129.8b (down 2.9% from 3Q 2024). Net income: JP¥294.0m (down 89% from 3Q 2024). Profit margin: 0.2% (down from 2.0% in 3Q 2024).
お知らせ • Dec 05Aeon Kyushu Co., Ltd. to Report Q3, 2025 Results on Jan 10, 2025Aeon Kyushu Co., Ltd. announced that they will report Q3, 2025 results on Jan 10, 2025
Declared Dividend • Oct 31First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 27th February 2025 Payment date: 30th April 2025 Dividend yield will be 1.5%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (13% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to decline by 49% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.9% EPS decline seen over the last 5 years.
分析記事 • Oct 17Aeon Kyushu's (TSE:2653) Earnings Offer More Than Meets The EyeThe market seemed underwhelmed by last week's earnings announcement from Aeon Kyushu Co., Ltd. ( TSE:2653 ) despite the...
お知らせ • Sep 14Aeon Kyushu Co., Ltd. to Report Q2, 2025 Results on Oct 09, 2024Aeon Kyushu Co., Ltd. announced that they will report Q2, 2025 results on Oct 09, 2024
Upcoming Dividend • Aug 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 30 October 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).
お知らせ • Jun 10Aeon Kyushu Co., Ltd. to Report Q1, 2025 Results on Jul 10, 2024Aeon Kyushu Co., Ltd. announced that they will report Q1, 2025 results on Jul 10, 2024
Declared Dividend • Jun 06Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 29th August 2024 Payment date: 30th October 2024 Dividend yield will be 2.0%, which is higher than the industry average of 1.2%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
分析記事 • Apr 17We Think That There Are Some Issues For Aeon Kyushu (TSE:2653) Beyond Its Promising EarningsAeon Kyushu Co., Ltd.'s ( TSE:2653 ) healthy profit numbers didn't contain any surprises for investors. We think this...
お知らせ • Apr 12Aeon Kyushu Co., Ltd., Annual General Meeting, May 24, 2024Aeon Kyushu Co., Ltd., Annual General Meeting, May 24, 2024.
お知らせ • Mar 08Aeon Kyushu Co., Ltd. to Report Fiscal Year 2024 Results on Apr 10, 2024Aeon Kyushu Co., Ltd. announced that they will report fiscal year 2024 results on Apr 10, 2024
Upcoming Dividend • Feb 21Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 30 April 2024. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.2%).
お知らせ • Dec 08Aeon Kyushu Co., Ltd. to Report Q3, 2024 Results on Jan 12, 2024Aeon Kyushu Co., Ltd. announced that they will report Q3, 2024 results on Jan 12, 2024
お知らせ • Sep 07Aeon Kyushu Co., Ltd. to Report Q2, 2024 Results on Oct 11, 2023Aeon Kyushu Co., Ltd. announced that they will report Q2, 2024 results on Oct 11, 2023
お知らせ • Jun 24Aeon Kyushu Co., Ltd. to Report Q1, 2024 Results on Jul 12, 2023Aeon Kyushu Co., Ltd. announced that they will report Q1, 2024 results on Jul 12, 2023
Upcoming Dividend • Feb 20Inaugural dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 February 2023. Payment date: 28 April 2023. This is the first dividend for Aeon Kyushu since going public. The average dividend yield among industry peers is 1.5%.
お知らせ • Dec 29Aeon Kyushu Co., Ltd. to Report Q3, 2023 Results on Jan 13, 2023Aeon Kyushu Co., Ltd. announced that they will report Q3, 2023 results on Jan 13, 2023
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. No independent directors (8 non-independent directors). Chairman Yoshiki Mori was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Sep 15Aeon Kyushu Co., Ltd. to Report Q2, 2023 Results on Oct 05, 2022Aeon Kyushu Co., Ltd. announced that they will report Q2, 2023 results on Oct 05, 2022
お知らせ • Jun 25Aeon Kyushu Co., Ltd. to Report Q1, 2023 Results on Jul 06, 2022Aeon Kyushu Co., Ltd. announced that they will report Q1, 2023 results on Jul 06, 2022
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. No independent directors (8 non-independent directors). Chairman Yoshiki Mori was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 10Aeon Kyushu Co., Ltd., Annual General Meeting, May 17, 2022Aeon Kyushu Co., Ltd., Annual General Meeting, May 17, 2022.
お知らせ • Apr 07Aeon Kyushu Co., Ltd. to Report Fiscal Year 2022 Results on Apr 08, 2022Aeon Kyushu Co., Ltd. announced that they will report fiscal year 2022 results on Apr 08, 2022
Upcoming Dividend • Feb 18Inaugural dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 28 April 2022. The company is not currently making a profit and is not cash flow positive. This is the first dividend for Aeon Kyushu since going public. The average dividend yield among industry peers is 1.7%.
Is New 90 Day High Low • Feb 20New 90-day high: JP¥2,028The company is up 8.0% from its price of JP¥1,877 on 20 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Multiline Retail industry, which is up 7.0% over the same period.
Upcoming Dividend • Feb 18Upcoming Dividend of JP¥10.00 Per ShareWill be paid on the 27th of April to those who are registered shareholders by the 25th of February. The trailing yield of 0.5% is below the top quartile of Japanese dividend payers (2.8%), and is lower than industry peers (1.3%).
Is New 90 Day High Low • Jan 20New 90-day high: JP¥1,960The company is up 3.0% from its price of JP¥1,899 on 22 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Multiline Retail industry, which is down 3.0% over the same period.
お知らせ • Jan 07Aeon Kyushu Co., Ltd. to Report Q3, 2021 Results on Jan 12, 2021Aeon Kyushu Co., Ltd. announced that they will report Q3, 2021 results on Jan 12, 2021
Is New 90 Day High Low • Dec 30New 90-day high: JP¥1,914The company is up 2.0% from its price of JP¥1,869 on 30 September 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Multiline Retail industry, which is down 1.0% over the same period.
お知らせ • Sep 25Aeon Kyushu Co., Ltd. to Report Q2, 2021 Results on Oct 07, 2020Aeon Kyushu Co., Ltd. announced that they will report Q2, 2021 results on Oct 07, 2020
お知らせ • Jul 05Aeon Kyushu Co., Ltd. to Report Q1, 2021 Results on Jul 08, 2020Aeon Kyushu Co., Ltd. announced that they will report Q1, 2021 results on Jul 08, 2020