View Future GrowthLedaxLtd 過去の業績過去 基準チェック /26LedaxLtdの収益は年間平均-8.6%の割合で減少していますが、 Specialty Retail業界の収益は年間 増加しています。収益は年間8.7% 3%割合で 増加しています。 LedaxLtdの自己資本利益率は2.5%であり、純利益率は0.6%です。主要情報-8.59%収益成長率-8.57%EPS成長率Specialty Retail 業界の成長11.17%収益成長率2.99%株主資本利益率2.55%ネット・マージン0.57%次回の業績アップデート12 Aug 2026最近の業績更新お知らせ • Jun 01Ledax Co.,Ltd. to Report Q1, 2027 Results on Aug 12, 2026Ledax Co.,Ltd. announced that they will report Q1, 2027 results on Aug 12, 2026分析記事 • May 20We Think That There Are Some Issues For LedaxLtd (TSE:7602) Beyond Its Promising EarningsThe stock price didn't jump after Ledax Co.,Ltd. ( TSE:7602 ) posted decent earnings last week. We did some digging and...Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥8.20 (vs JP¥9.02 loss in FY 2025)Full year 2026 results: EPS: JP¥8.20 (up from JP¥9.02 loss in FY 2025). Revenue: JP¥19.8b (flat on FY 2025). Net income: JP¥170.0m (up JP¥357.0m from FY 2025). Profit margin: 0.9% (up from net loss in FY 2025). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • May 10Ledax Co.,Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Ledax Co.,Ltd. announced that they will report fiscal year 2026 results on May 13, 2026Reported Earnings • Feb 11Third quarter 2026 earnings released: JP¥4.15 loss per share (vs JP¥2.07 loss in 3Q 2025)Third quarter 2026 results: JP¥4.15 loss per share (further deteriorated from JP¥2.07 loss in 3Q 2025). Revenue: JP¥4.72b (down 1.6% from 3Q 2025). Net loss: JP¥86.0m (loss widened 100% from 3Q 2025). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 29Ledax Co.,Ltd. to Report Q3, 2026 Results on Feb 10, 2026Ledax Co.,Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026すべての更新を表示Recent updatesNew Risk • Jul 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥3.96b market cap, or US$24.5m).Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 35%After last week's 35% share price gain to JP¥191, the stock trades at a trailing P/E ratio of 35x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total loss to shareholders of 1.1% over the past three years.お知らせ • Jun 01Ledax Co.,Ltd. to Report Q1, 2027 Results on Aug 12, 2026Ledax Co.,Ltd. announced that they will report Q1, 2027 results on Aug 12, 2026分析記事 • May 20We Think That There Are Some Issues For LedaxLtd (TSE:7602) Beyond Its Promising EarningsThe stock price didn't jump after Ledax Co.,Ltd. ( TSE:7602 ) posted decent earnings last week. We did some digging and...Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥153, the stock trades at a trailing P/E ratio of 18.7x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total loss to shareholders of 20% over the past three years.Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥8.20 (vs JP¥9.02 loss in FY 2025)Full year 2026 results: EPS: JP¥8.20 (up from JP¥9.02 loss in FY 2025). Revenue: JP¥19.8b (flat on FY 2025). Net income: JP¥170.0m (up JP¥357.0m from FY 2025). Profit margin: 0.9% (up from net loss in FY 2025). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • May 14Ledax Co.,Ltd., Annual General Meeting, Jun 24, 2026Ledax Co.,Ltd., Annual General Meeting, Jun 24, 2026.New Risk • May 14New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 104% The company is paying a dividend despite having no free cash flows. Dividend yield: 1.8% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 104% Paying a dividend despite having no free cash flows. Earnings have declined by 22% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Market cap is less than US$100m (JP¥4.10b market cap, or US$26.0m).お知らせ • May 10Ledax Co.,Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Ledax Co.,Ltd. announced that they will report fiscal year 2026 results on May 13, 2026Reported Earnings • Feb 11Third quarter 2026 earnings released: JP¥4.15 loss per share (vs JP¥2.07 loss in 3Q 2025)Third quarter 2026 results: JP¥4.15 loss per share (further deteriorated from JP¥2.07 loss in 3Q 2025). Revenue: JP¥4.72b (down 1.6% from 3Q 2025). Net loss: JP¥86.0m (loss widened 100% from 3Q 2025). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.分析記事 • Dec 23Subdued Growth No Barrier To Ledax Co.,Ltd. (TSE:7602) With Shares Advancing 40%Ledax Co.,Ltd. ( TSE:7602 ) shareholders have had their patience rewarded with a 40% share price jump in the last...分析記事 • Dec 22Is LedaxLtd (TSE:7602) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Dec 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 24% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥3.73b market cap, or US$23.7m).お知らせ • Nov 29Ledax Co.,Ltd. to Report Q3, 2026 Results on Feb 10, 2026Ledax Co.,Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥4.05 (vs JP¥0.39 in 2Q 2025)Second quarter 2026 results: EPS: JP¥4.05 (up from JP¥0.39 in 2Q 2025). Revenue: JP¥5.08b (flat on 2Q 2025). Net income: JP¥84.0m (up JP¥76.0m from 2Q 2025). Profit margin: 1.7% (up from 0.2% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Board Change • Oct 17Less 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. 2 experienced directors. 3 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Outside Director Kasai Manabu was the last independent director to join the board, commencing their role in 2020. 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 • Sep 01Ledax Co.,Ltd. to Report Q2, 2026 Results on Nov 12, 2025Ledax Co.,Ltd. announced that they will report Q2, 2026 results on Nov 12, 2025Reported Earnings • Aug 15First quarter 2026 earnings released: JP¥8.15 loss per share (vs JP¥2.65 loss in 1Q 2025)First quarter 2026 results: JP¥8.15 loss per share (further deteriorated from JP¥2.65 loss in 1Q 2025). Revenue: JP¥4.20b (down 9.5% from 1Q 2025). Net loss: JP¥169.0m (loss widened 207% from 1Q 2025). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Jun 03Ledax Co.,Ltd. to Report Q1, 2026 Results on Aug 13, 2025Ledax Co.,Ltd. announced that they will report Q1, 2026 results on Aug 13, 2025New Risk • Jun 01New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 104% The company is paying a dividend despite having no free cash flows. Dividend yield: 2.3% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 104% Paying a dividend despite having no free cash flows. Earnings have declined by 30% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥2.69b market cap, or US$18.7m).Reported Earnings • May 18Full year 2025 earnings released: JP¥9.02 loss per share (vs JP¥3.52 profit in FY 2024)Full year 2025 results: JP¥9.02 loss per share (down from JP¥3.52 profit in FY 2024). Revenue: JP¥20.0b (up 5.0% from FY 2024). Net loss: JP¥187.0m (down 356% from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.お知らせ • May 14Ledax Co.,Ltd., Annual General Meeting, Jun 26, 2025Ledax Co.,Ltd., Annual General Meeting, Jun 26, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.5%).お知らせ • Mar 11Ledax Co.,Ltd. to Report Fiscal Year 2025 Results on May 14, 2025Ledax Co.,Ltd. announced that they will report fiscal year 2025 results on May 14, 2025Reported Earnings • Feb 14Third quarter 2025 earnings released: JP¥2.07 loss per share (vs JP¥3.57 loss in 3Q 2024)Third quarter 2025 results: JP¥2.07 loss per share (improved from JP¥3.57 loss in 3Q 2024). Revenue: JP¥4.80b (up 11% from 3Q 2024). Net loss: JP¥43.0m (loss narrowed 42% from 3Q 2024). Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.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. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (JP¥2.88b market cap, or US$18.3m).お知らせ • Dec 04Ledax Co.,Ltd. to Report Q3, 2025 Results on Feb 12, 2025Ledax Co.,Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: JP¥0.39 (vs JP¥4.39 in 2Q 2024)Second quarter 2025 results: EPS: JP¥0.39 (down from JP¥4.39 in 2Q 2024). Revenue: JP¥5.12b (up 14% from 2Q 2024). Net income: JP¥8.00m (down 91% from 2Q 2024). Profit margin: 0.2% (down from 2.0% in 2Q 2024). 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 12% per year, which means it is significantly lagging earnings.New Risk • Nov 16New major risk - Revenue and earnings growthEarnings have declined by 31% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 31% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥3.15b market cap, or US$20.4m).お知らせ • Aug 29Carchs Holdings Co., Ltd. to Report Q2, 2025 Results on Nov 13, 2024Carchs Holdings Co., Ltd. announced that they will report Q2, 2025 results on Nov 13, 2024Reported Earnings • Aug 11First quarter 2025 earnings released: JP¥2.65 loss per share (vs JP¥2.61 loss in 1Q 2024)First quarter 2025 results: JP¥2.65 loss per share (further deteriorated from JP¥2.61 loss in 1Q 2024). Revenue: JP¥4.64b (up 8.0% from 1Q 2024). Net loss: JP¥55.0m (loss widened 1.9% from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.分析記事 • Aug 06Getting In Cheap On Carchs Holdings Co., Ltd. (TSE:7602) Might Be DifficultWith a median price-to-sales (or "P/S") ratio of close to 0.3x in the Specialty Retail industry in Japan, you could be...お知らせ • Jun 02Carchs Holdings Co., Ltd. to Report Q1, 2025 Results on Aug 07, 2024Carchs Holdings Co., Ltd. announced that they will report Q1, 2025 results on Aug 07, 2024Reported Earnings • May 21Full year 2024 earnings released: EPS: JP¥3.52 (vs JP¥24.83 loss in FY 2023)Full year 2024 results: EPS: JP¥3.52 (up from JP¥24.83 loss in FY 2023). Revenue: JP¥19.1b (flat on FY 2023). Net income: JP¥73.0m (up JP¥587.0m from FY 2023). Profit margin: 0.4% (up from net loss in FY 2023). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • May 17Carchs Holdings Co., Ltd., Annual General Meeting, Jun 26, 2024Carchs Holdings Co., Ltd., Annual General Meeting, Jun 26, 2024.お知らせ • Mar 02Carchs Holdings Co., Ltd. to Report Fiscal Year 2024 Results on May 08, 2024Carchs Holdings Co., Ltd. announced that they will report fiscal year 2024 results on May 08, 2024Reported Earnings • Feb 17Third quarter 2024 earnings released: JP¥3.57 loss per share (vs JP¥8.84 loss in 3Q 2023)Third quarter 2024 results: JP¥3.57 loss per share (improved from JP¥8.84 loss in 3Q 2023). Revenue: JP¥4.34b (up 11% from 3Q 2023). Net loss: JP¥74.0m (loss narrowed 60% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.お知らせ • Nov 29Carchs Holdings Co., Ltd. to Report Q3, 2024 Results on Feb 14, 2024Carchs Holdings Co., Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥4.39 (vs JP¥3.29 in 2Q 2023)Second quarter 2024 results: EPS: JP¥4.39 (up from JP¥3.29 in 2Q 2023). Revenue: JP¥4.51b (down 16% from 2Q 2023). Net income: JP¥91.0m (up 34% from 2Q 2023). Profit margin: 2.0% (up from 1.3% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.お知らせ • Aug 27Carchs Holdings Co., Ltd. to Report Q2, 2024 Results on Nov 08, 2023Carchs Holdings Co., Ltd. announced that they will report Q2, 2024 results on Nov 08, 2023Reported Earnings • Aug 14First quarter 2024 earnings released: JP¥2.61 loss per share (vs JP¥7.26 loss in 1Q 2023)First quarter 2024 results: JP¥2.61 loss per share (improved from JP¥7.26 loss in 1Q 2023). Revenue: JP¥4.30b (up 4.0% from 1Q 2023). Net loss: JP¥54.0m (loss narrowed 64% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.お知らせ • May 28Carchs Holdings Co., Ltd. to Report Q1, 2024 Results on Aug 09, 2023Carchs Holdings Co., Ltd. announced that they will report Q1, 2024 results on Aug 09, 2023お知らせ • May 13Carchs Holdings Co., Ltd., Annual General Meeting, Jun 22, 2023Carchs Holdings Co., Ltd., Annual General Meeting, Jun 22, 2023.Reported Earnings • May 12Full year 2023 earnings released: JP¥25.41 loss per share (vs JP¥14.18 loss in FY 2022)Full year 2023 results: JP¥25.41 loss per share (further deteriorated from JP¥14.18 loss in FY 2022). Revenue: JP¥19.1b (up 3.7% from FY 2022). Net loss: JP¥526.0m (loss widened 80% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 09Third quarter 2023 earnings released: JP¥8.84 loss per share (vs JP¥3.68 loss in 3Q 2022)Third quarter 2023 results: JP¥8.84 loss per share (further deteriorated from JP¥3.68 loss in 3Q 2022). Revenue: JP¥3.91b (down 4.2% from 3Q 2022). Net loss: JP¥183.0m (loss widened 141% from 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.Board Change • Nov 29Less 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 Kasai Manabu was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Nov 27Carchs Holdings Co., Ltd. to Report Q3, 2023 Results on Feb 08, 2023Carchs Holdings Co., Ltd. announced that they will report Q3, 2023 results on Feb 08, 2023Reported Earnings • Nov 19Second quarter 2023 earnings released: EPS: JP¥3.29 (vs JP¥1.40 in 2Q 2022)Second quarter 2023 results: EPS: JP¥3.29 (up from JP¥1.40 in 2Q 2022). Revenue: JP¥5.35b (up 26% from 2Q 2022). Net income: JP¥68.0m (up 135% from 2Q 2022). Profit margin: 1.3% (up from 0.7% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: JP¥3.29 (vs JP¥1.40 in 2Q 2022)Second quarter 2023 results: EPS: JP¥3.29 (up from JP¥1.40 in 2Q 2022). Revenue: JP¥5.35b (up 26% from 2Q 2022). Net income: JP¥68.0m (up 135% from 2Q 2022). Profit margin: 1.3% (up from 0.7% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Aug 31Carchs Holdings Co., Ltd. to Report Q2, 2023 Results on Nov 09, 2022Carchs Holdings Co., Ltd. announced that they will report Q2, 2023 results on Nov 09, 2022Reported Earnings • Aug 12First quarter 2023 earnings released: JP¥7.26 loss per share (vs JP¥4.11 loss in 1Q 2022)First quarter 2023 results: JP¥7.26 loss per share (down from JP¥4.11 loss in 1Q 2022). Revenue: JP¥4.13b (up 8.6% from 1Q 2022). Net loss: JP¥150.0m (loss widened 77% from 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • May 29Carchs Holdings Co., Ltd. to Report Q1, 2023 Results on Aug 03, 2022Carchs Holdings Co., Ltd. announced that they will report Q1, 2023 results on Aug 03, 2022Reported Earnings • May 16Full year 2022 earnings released: JP¥14.18 loss per share (vs JP¥7.60 profit in FY 2021)Full year 2022 results: JP¥14.18 loss per share (down from JP¥7.60 profit in FY 2021). Revenue: JP¥18.4b (up 15% from FY 2021). Net loss: JP¥293.0m (down 287% from profit in FY 2021). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • May 14Carchs Holdings Co., Ltd., Annual General Meeting, Jun 23, 2022Carchs Holdings Co., Ltd., Annual General Meeting, Jun 23, 2022.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Manabu Kasai was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Carchs Holdings Co., Ltd. to Report Fiscal Year 2022 Results on May 11, 2022Carchs Holdings Co., Ltd. announced that they will report fiscal year 2022 results on May 11, 2022Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥3.68 loss per share (down from JP¥0.77 profit in 3Q 2021). Revenue: JP¥4.08b (up 6.9% from 3Q 2021). Net loss: JP¥76.0m (down JP¥92.0m from profit in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥1.40 (vs JP¥5.47 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥4.25b (up 1.1% from 2Q 2021). Net income: JP¥29.0m (down 74% from 2Q 2021). Profit margin: 0.7% (down from 2.7% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 11Investor sentiment deteriorated over the past weekAfter last week's 25% share price decline to JP¥257, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Negligible returns to shareholders over past three years.Reported Earnings • Aug 05First quarter 2022 earnings released: JP¥4.11 loss per share (vs JP¥7.69 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥3.80b (up 47% from 1Q 2021). Net loss: JP¥85.0m (loss narrowed 47% from 1Q 2021). Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥323, the stock trades at a trailing P/E ratio of 42.5x. Average trailing P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 29% over the past three years.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥7.60 (vs JP¥7.59 in FY 2020)The company reported a mediocre full year result with flat earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥16.0b (flat on FY 2020). Net income: JP¥157.0m (flat on FY 2020). Profit margin: 1.0% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Mar 04Carchs Holdings Co., Ltd. to Report Fiscal Year 2021 Results on May 12, 2021Carchs Holdings Co., Ltd. announced that they will report fiscal year 2021 results on May 12, 2021Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥0.77 (vs JP¥7.64 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.81b (up 32% from 3Q 2020). Net income: JP¥16.0m (up JP¥174.0m from 3Q 2020). Profit margin: 0.4% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Is New 90 Day High Low • Feb 03New 90-day high: JP¥268The company is up 4.0% from its price of JP¥257 on 05 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 10.0% over the same period.Is New 90 Day High Low • Dec 18New 90-day low: JP¥233The company is down 19% from its price of JP¥288 on 18 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 13% over the same period.お知らせ • Nov 29Carchs Holdings Co., Ltd. to Report Q3, 2021 Results on Feb 10, 2021Carchs Holdings Co., Ltd. announced that they will report Q3, 2021 results on Feb 10, 2021お知らせ • Aug 30Carchs Holdings Co., Ltd. to Report Q2, 2021 Results on Nov 11, 2020Carchs Holdings Co., Ltd. announced that they will report Q2, 2021 results on Nov 11, 2020収支内訳LedaxLtd の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:7602 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 2619,8461133,120031 Dec 2519,473-2683,192030 Sep 2519,550-2253,186030 Jun 2519,592-3013,117031 Mar 2520,034-1873,102031 Dec 2420,481203,063030 Sep 2420,023-113,052030 Jun 2419,416723,045031 Mar 2419,072733,048031 Dec 2318,819-2863,079030 Sep 2318,384-3953,109030 Jun 2319,224-4183,174031 Mar 2319,058-5143,186031 Dec 2219,637-4263,116030 Sep 2219,807-3193,132030 Jun 2218,710-3583,122031 Mar 2218,383-2933,161031 Dec 2117,556553,230030 Sep 2117,2911473,268030 Jun 2117,2442313,287031 Mar 2116,0311573,267031 Dec 2014,8601843,219030 Sep 2013,937103,192030 Jun 2014,536523,204031 Mar 2015,9741563,307031 Dec 1917,082-1423,539030 Sep 1918,874-323,780030 Jun 1919,436-2054,078031 Mar 1920,525-3704,343031 Dec 1821,886-2244,521030 Sep 1822,671-2534,656030 Jun 1823,454-1274,764031 Mar 1824,440-1504,946031 Dec 1726,425-3065,127030 Sep 1728,408-3155,316030 Jun 1730,304-4105,619031 Mar 1731,587-3425,810031 Dec 1631,879-1715,944030 Sep 1632,176-1125,981030 Jun 1632,751705,918031 Mar 1633,7693445,850031 Dec 1534,6574265,839030 Sep 1534,0225365,7320質の高い収益: 7602には¥358.0M } という大きな 一回限りの 利益があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。利益率の向上: 7602過去に利益を上げました。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 7602過去 5 年間で収益を上げており、収益は年間-8.6%増加しています。成長の加速: 7602は昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: 7602昨年収益を上げたため、昨年の収益成長をSpecialty Retail業界 ( 8.3% ) と比較することは困難です。株主資本利益率高いROE: 7602の 自己資本利益率 ( 2.5% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YRetail 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/10 08:21終値2026/08/10 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Ledax 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
お知らせ • Jun 01Ledax Co.,Ltd. to Report Q1, 2027 Results on Aug 12, 2026Ledax Co.,Ltd. announced that they will report Q1, 2027 results on Aug 12, 2026
分析記事 • May 20We Think That There Are Some Issues For LedaxLtd (TSE:7602) Beyond Its Promising EarningsThe stock price didn't jump after Ledax Co.,Ltd. ( TSE:7602 ) posted decent earnings last week. We did some digging and...
Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥8.20 (vs JP¥9.02 loss in FY 2025)Full year 2026 results: EPS: JP¥8.20 (up from JP¥9.02 loss in FY 2025). Revenue: JP¥19.8b (flat on FY 2025). Net income: JP¥170.0m (up JP¥357.0m from FY 2025). Profit margin: 0.9% (up from net loss in FY 2025). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • May 10Ledax Co.,Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Ledax Co.,Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
Reported Earnings • Feb 11Third quarter 2026 earnings released: JP¥4.15 loss per share (vs JP¥2.07 loss in 3Q 2025)Third quarter 2026 results: JP¥4.15 loss per share (further deteriorated from JP¥2.07 loss in 3Q 2025). Revenue: JP¥4.72b (down 1.6% from 3Q 2025). Net loss: JP¥86.0m (loss widened 100% from 3Q 2025). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 29Ledax Co.,Ltd. to Report Q3, 2026 Results on Feb 10, 2026Ledax Co.,Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
New Risk • Jul 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥3.96b market cap, or US$24.5m).
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 35%After last week's 35% share price gain to JP¥191, the stock trades at a trailing P/E ratio of 35x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total loss to shareholders of 1.1% over the past three years.
お知らせ • Jun 01Ledax Co.,Ltd. to Report Q1, 2027 Results on Aug 12, 2026Ledax Co.,Ltd. announced that they will report Q1, 2027 results on Aug 12, 2026
分析記事 • May 20We Think That There Are Some Issues For LedaxLtd (TSE:7602) Beyond Its Promising EarningsThe stock price didn't jump after Ledax Co.,Ltd. ( TSE:7602 ) posted decent earnings last week. We did some digging and...
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥153, the stock trades at a trailing P/E ratio of 18.7x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total loss to shareholders of 20% over the past three years.
Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥8.20 (vs JP¥9.02 loss in FY 2025)Full year 2026 results: EPS: JP¥8.20 (up from JP¥9.02 loss in FY 2025). Revenue: JP¥19.8b (flat on FY 2025). Net income: JP¥170.0m (up JP¥357.0m from FY 2025). Profit margin: 0.9% (up from net loss in FY 2025). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • May 14Ledax Co.,Ltd., Annual General Meeting, Jun 24, 2026Ledax Co.,Ltd., Annual General Meeting, Jun 24, 2026.
New Risk • May 14New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 104% The company is paying a dividend despite having no free cash flows. Dividend yield: 1.8% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 104% Paying a dividend despite having no free cash flows. Earnings have declined by 22% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Market cap is less than US$100m (JP¥4.10b market cap, or US$26.0m).
お知らせ • May 10Ledax Co.,Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Ledax Co.,Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
Reported Earnings • Feb 11Third quarter 2026 earnings released: JP¥4.15 loss per share (vs JP¥2.07 loss in 3Q 2025)Third quarter 2026 results: JP¥4.15 loss per share (further deteriorated from JP¥2.07 loss in 3Q 2025). Revenue: JP¥4.72b (down 1.6% from 3Q 2025). Net loss: JP¥86.0m (loss widened 100% from 3Q 2025). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
分析記事 • Dec 23Subdued Growth No Barrier To Ledax Co.,Ltd. (TSE:7602) With Shares Advancing 40%Ledax Co.,Ltd. ( TSE:7602 ) shareholders have had their patience rewarded with a 40% share price jump in the last...
分析記事 • Dec 22Is LedaxLtd (TSE:7602) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Dec 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 24% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥3.73b market cap, or US$23.7m).
お知らせ • Nov 29Ledax Co.,Ltd. to Report Q3, 2026 Results on Feb 10, 2026Ledax Co.,Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥4.05 (vs JP¥0.39 in 2Q 2025)Second quarter 2026 results: EPS: JP¥4.05 (up from JP¥0.39 in 2Q 2025). Revenue: JP¥5.08b (flat on 2Q 2025). Net income: JP¥84.0m (up JP¥76.0m from 2Q 2025). Profit margin: 1.7% (up from 0.2% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Board Change • Oct 17Less 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. 2 experienced directors. 3 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Outside Director Kasai Manabu was the last independent director to join the board, commencing their role in 2020. 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 • Sep 01Ledax Co.,Ltd. to Report Q2, 2026 Results on Nov 12, 2025Ledax Co.,Ltd. announced that they will report Q2, 2026 results on Nov 12, 2025
Reported Earnings • Aug 15First quarter 2026 earnings released: JP¥8.15 loss per share (vs JP¥2.65 loss in 1Q 2025)First quarter 2026 results: JP¥8.15 loss per share (further deteriorated from JP¥2.65 loss in 1Q 2025). Revenue: JP¥4.20b (down 9.5% from 1Q 2025). Net loss: JP¥169.0m (loss widened 207% from 1Q 2025). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Jun 03Ledax Co.,Ltd. to Report Q1, 2026 Results on Aug 13, 2025Ledax Co.,Ltd. announced that they will report Q1, 2026 results on Aug 13, 2025
New Risk • Jun 01New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 104% The company is paying a dividend despite having no free cash flows. Dividend yield: 2.3% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 104% Paying a dividend despite having no free cash flows. Earnings have declined by 30% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥2.69b market cap, or US$18.7m).
Reported Earnings • May 18Full year 2025 earnings released: JP¥9.02 loss per share (vs JP¥3.52 profit in FY 2024)Full year 2025 results: JP¥9.02 loss per share (down from JP¥3.52 profit in FY 2024). Revenue: JP¥20.0b (up 5.0% from FY 2024). Net loss: JP¥187.0m (down 356% from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
お知らせ • May 14Ledax Co.,Ltd., Annual General Meeting, Jun 26, 2025Ledax Co.,Ltd., Annual General Meeting, Jun 26, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.5%).
お知らせ • Mar 11Ledax Co.,Ltd. to Report Fiscal Year 2025 Results on May 14, 2025Ledax Co.,Ltd. announced that they will report fiscal year 2025 results on May 14, 2025
Reported Earnings • Feb 14Third quarter 2025 earnings released: JP¥2.07 loss per share (vs JP¥3.57 loss in 3Q 2024)Third quarter 2025 results: JP¥2.07 loss per share (improved from JP¥3.57 loss in 3Q 2024). Revenue: JP¥4.80b (up 11% from 3Q 2024). Net loss: JP¥43.0m (loss narrowed 42% from 3Q 2024). Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
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. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (JP¥2.88b market cap, or US$18.3m).
お知らせ • Dec 04Ledax Co.,Ltd. to Report Q3, 2025 Results on Feb 12, 2025Ledax Co.,Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025
Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: JP¥0.39 (vs JP¥4.39 in 2Q 2024)Second quarter 2025 results: EPS: JP¥0.39 (down from JP¥4.39 in 2Q 2024). Revenue: JP¥5.12b (up 14% from 2Q 2024). Net income: JP¥8.00m (down 91% from 2Q 2024). Profit margin: 0.2% (down from 2.0% in 2Q 2024). 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 12% per year, which means it is significantly lagging earnings.
New Risk • Nov 16New major risk - Revenue and earnings growthEarnings have declined by 31% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 31% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥3.15b market cap, or US$20.4m).
お知らせ • Aug 29Carchs Holdings Co., Ltd. to Report Q2, 2025 Results on Nov 13, 2024Carchs Holdings Co., Ltd. announced that they will report Q2, 2025 results on Nov 13, 2024
Reported Earnings • Aug 11First quarter 2025 earnings released: JP¥2.65 loss per share (vs JP¥2.61 loss in 1Q 2024)First quarter 2025 results: JP¥2.65 loss per share (further deteriorated from JP¥2.61 loss in 1Q 2024). Revenue: JP¥4.64b (up 8.0% from 1Q 2024). Net loss: JP¥55.0m (loss widened 1.9% from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
分析記事 • Aug 06Getting In Cheap On Carchs Holdings Co., Ltd. (TSE:7602) Might Be DifficultWith a median price-to-sales (or "P/S") ratio of close to 0.3x in the Specialty Retail industry in Japan, you could be...
お知らせ • Jun 02Carchs Holdings Co., Ltd. to Report Q1, 2025 Results on Aug 07, 2024Carchs Holdings Co., Ltd. announced that they will report Q1, 2025 results on Aug 07, 2024
Reported Earnings • May 21Full year 2024 earnings released: EPS: JP¥3.52 (vs JP¥24.83 loss in FY 2023)Full year 2024 results: EPS: JP¥3.52 (up from JP¥24.83 loss in FY 2023). Revenue: JP¥19.1b (flat on FY 2023). Net income: JP¥73.0m (up JP¥587.0m from FY 2023). Profit margin: 0.4% (up from net loss in FY 2023). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • May 17Carchs Holdings Co., Ltd., Annual General Meeting, Jun 26, 2024Carchs Holdings Co., Ltd., Annual General Meeting, Jun 26, 2024.
お知らせ • Mar 02Carchs Holdings Co., Ltd. to Report Fiscal Year 2024 Results on May 08, 2024Carchs Holdings Co., Ltd. announced that they will report fiscal year 2024 results on May 08, 2024
Reported Earnings • Feb 17Third quarter 2024 earnings released: JP¥3.57 loss per share (vs JP¥8.84 loss in 3Q 2023)Third quarter 2024 results: JP¥3.57 loss per share (improved from JP¥8.84 loss in 3Q 2023). Revenue: JP¥4.34b (up 11% from 3Q 2023). Net loss: JP¥74.0m (loss narrowed 60% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 29Carchs Holdings Co., Ltd. to Report Q3, 2024 Results on Feb 14, 2024Carchs Holdings Co., Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥4.39 (vs JP¥3.29 in 2Q 2023)Second quarter 2024 results: EPS: JP¥4.39 (up from JP¥3.29 in 2Q 2023). Revenue: JP¥4.51b (down 16% from 2Q 2023). Net income: JP¥91.0m (up 34% from 2Q 2023). Profit margin: 2.0% (up from 1.3% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 27Carchs Holdings Co., Ltd. to Report Q2, 2024 Results on Nov 08, 2023Carchs Holdings Co., Ltd. announced that they will report Q2, 2024 results on Nov 08, 2023
Reported Earnings • Aug 14First quarter 2024 earnings released: JP¥2.61 loss per share (vs JP¥7.26 loss in 1Q 2023)First quarter 2024 results: JP¥2.61 loss per share (improved from JP¥7.26 loss in 1Q 2023). Revenue: JP¥4.30b (up 4.0% from 1Q 2023). Net loss: JP¥54.0m (loss narrowed 64% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.
お知らせ • May 28Carchs Holdings Co., Ltd. to Report Q1, 2024 Results on Aug 09, 2023Carchs Holdings Co., Ltd. announced that they will report Q1, 2024 results on Aug 09, 2023
お知らせ • May 13Carchs Holdings Co., Ltd., Annual General Meeting, Jun 22, 2023Carchs Holdings Co., Ltd., Annual General Meeting, Jun 22, 2023.
Reported Earnings • May 12Full year 2023 earnings released: JP¥25.41 loss per share (vs JP¥14.18 loss in FY 2022)Full year 2023 results: JP¥25.41 loss per share (further deteriorated from JP¥14.18 loss in FY 2022). Revenue: JP¥19.1b (up 3.7% from FY 2022). Net loss: JP¥526.0m (loss widened 80% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 09Third quarter 2023 earnings released: JP¥8.84 loss per share (vs JP¥3.68 loss in 3Q 2022)Third quarter 2023 results: JP¥8.84 loss per share (further deteriorated from JP¥3.68 loss in 3Q 2022). Revenue: JP¥3.91b (down 4.2% from 3Q 2022). Net loss: JP¥183.0m (loss widened 141% from 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
Board Change • Nov 29Less 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 Kasai Manabu was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 27Carchs Holdings Co., Ltd. to Report Q3, 2023 Results on Feb 08, 2023Carchs Holdings Co., Ltd. announced that they will report Q3, 2023 results on Feb 08, 2023
Reported Earnings • Nov 19Second quarter 2023 earnings released: EPS: JP¥3.29 (vs JP¥1.40 in 2Q 2022)Second quarter 2023 results: EPS: JP¥3.29 (up from JP¥1.40 in 2Q 2022). Revenue: JP¥5.35b (up 26% from 2Q 2022). Net income: JP¥68.0m (up 135% from 2Q 2022). Profit margin: 1.3% (up from 0.7% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: JP¥3.29 (vs JP¥1.40 in 2Q 2022)Second quarter 2023 results: EPS: JP¥3.29 (up from JP¥1.40 in 2Q 2022). Revenue: JP¥5.35b (up 26% from 2Q 2022). Net income: JP¥68.0m (up 135% from 2Q 2022). Profit margin: 1.3% (up from 0.7% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 31Carchs Holdings Co., Ltd. to Report Q2, 2023 Results on Nov 09, 2022Carchs Holdings Co., Ltd. announced that they will report Q2, 2023 results on Nov 09, 2022
Reported Earnings • Aug 12First quarter 2023 earnings released: JP¥7.26 loss per share (vs JP¥4.11 loss in 1Q 2022)First quarter 2023 results: JP¥7.26 loss per share (down from JP¥4.11 loss in 1Q 2022). Revenue: JP¥4.13b (up 8.6% from 1Q 2022). Net loss: JP¥150.0m (loss widened 77% from 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • May 29Carchs Holdings Co., Ltd. to Report Q1, 2023 Results on Aug 03, 2022Carchs Holdings Co., Ltd. announced that they will report Q1, 2023 results on Aug 03, 2022
Reported Earnings • May 16Full year 2022 earnings released: JP¥14.18 loss per share (vs JP¥7.60 profit in FY 2021)Full year 2022 results: JP¥14.18 loss per share (down from JP¥7.60 profit in FY 2021). Revenue: JP¥18.4b (up 15% from FY 2021). Net loss: JP¥293.0m (down 287% from profit in FY 2021). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • May 14Carchs Holdings Co., Ltd., Annual General Meeting, Jun 23, 2022Carchs Holdings Co., Ltd., Annual General Meeting, Jun 23, 2022.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Manabu Kasai was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Carchs Holdings Co., Ltd. to Report Fiscal Year 2022 Results on May 11, 2022Carchs Holdings Co., Ltd. announced that they will report fiscal year 2022 results on May 11, 2022
Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥3.68 loss per share (down from JP¥0.77 profit in 3Q 2021). Revenue: JP¥4.08b (up 6.9% from 3Q 2021). Net loss: JP¥76.0m (down JP¥92.0m from profit in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥1.40 (vs JP¥5.47 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥4.25b (up 1.1% from 2Q 2021). Net income: JP¥29.0m (down 74% from 2Q 2021). Profit margin: 0.7% (down from 2.7% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment deteriorated over the past weekAfter last week's 25% share price decline to JP¥257, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Negligible returns to shareholders over past three years.
Reported Earnings • Aug 05First quarter 2022 earnings released: JP¥4.11 loss per share (vs JP¥7.69 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥3.80b (up 47% from 1Q 2021). Net loss: JP¥85.0m (loss narrowed 47% from 1Q 2021). Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥323, the stock trades at a trailing P/E ratio of 42.5x. Average trailing P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 29% over the past three years.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥7.60 (vs JP¥7.59 in FY 2020)The company reported a mediocre full year result with flat earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥16.0b (flat on FY 2020). Net income: JP¥157.0m (flat on FY 2020). Profit margin: 1.0% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Mar 04Carchs Holdings Co., Ltd. to Report Fiscal Year 2021 Results on May 12, 2021Carchs Holdings Co., Ltd. announced that they will report fiscal year 2021 results on May 12, 2021
Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥0.77 (vs JP¥7.64 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.81b (up 32% from 3Q 2020). Net income: JP¥16.0m (up JP¥174.0m from 3Q 2020). Profit margin: 0.4% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Is New 90 Day High Low • Feb 03New 90-day high: JP¥268The company is up 4.0% from its price of JP¥257 on 05 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 10.0% over the same period.
Is New 90 Day High Low • Dec 18New 90-day low: JP¥233The company is down 19% from its price of JP¥288 on 18 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 13% over the same period.
お知らせ • Nov 29Carchs Holdings Co., Ltd. to Report Q3, 2021 Results on Feb 10, 2021Carchs Holdings Co., Ltd. announced that they will report Q3, 2021 results on Feb 10, 2021
お知らせ • Aug 30Carchs Holdings Co., Ltd. to Report Q2, 2021 Results on Nov 11, 2020Carchs Holdings Co., Ltd. announced that they will report Q2, 2021 results on Nov 11, 2020