AIT（9381）株式概要AIT株式会社は、中国と東南アジアで総合物流会社として事業を展開している。 詳細9381 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績3/6財務の健全性6/6配当金5/6報酬当社が推定した公正価値より33.5%で取引されている 過去1年間で収益は4.2%増加しました リスク分析不安定な配当実績 すべてのリスクチェックを見る9381 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥2.21k30.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture069b2016201920222025202620282031Revenue JP¥59.0bEarnings JP¥3.2bAdvancedSet Fair ValueView all narrativesAIT Corporation 競合他社K.R.SSymbol: TSE:9369Market cap: JP¥84.1bShibusawa LogisticsSymbol: TSE:9304Market cap: JP¥79.8bYasuda LogisticsSymbol: TSE:9324Market cap: JP¥65.9bChuo WarehouseLtdSymbol: TSE:9319Market cap: JP¥32.2b価格と性能株価の高値、安値、推移の概要AIT過去の株価現在の株価JP¥2,211.0052週高値JP¥2,329.0052週安値JP¥1,710.00ベータ0.471ヶ月の変化-0.45%3ヶ月変化-3.07%1年変化29.30%3年間の変化33.51%5年間の変化120.00%IPOからの変化637.00%最新ニュースお知らせ • May 10AIT Corporation to Report Q1, 2027 Results on Jul 15, 2026AIT Corporation announced that they will report Q1, 2027 results on Jul 15, 2026Reported Earnings • Apr 15Full year 2026 earnings released: EPS: JP¥135 (vs JP¥130 in FY 2025)Full year 2026 results: EPS: JP¥135 (up from JP¥130 in FY 2025). Revenue: JP¥58.4b (up 5.0% from FY 2025). Net income: JP¥3.18b (up 4.2% from FY 2025). Profit margin: 5.4% (down from 5.5% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Apr 14AIT Corporation, Annual General Meeting, May 21, 2026AIT Corporation, Annual General Meeting, May 21, 2026.お知らせ • Apr 07AIT Corporation to Report Fiscal Year 2026 Results on Apr 14, 2026AIT Corporation announced that they will report fiscal year 2026 results on Apr 14, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 22 May 2026. Payout ratio is a comfortable 65% and the cash payout ratio is 77%. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.7%).Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥38.01 (vs JP¥41.59 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.01 (down from JP¥41.59 in 3Q 2025). Revenue: JP¥15.9b (flat on 3Q 2025). Net income: JP¥893.0m (down 8.6% from 3Q 2025). Profit margin: 5.6% (down from 6.2% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.最新情報をもっと見るRecent updatesお知らせ • May 10AIT Corporation to Report Q1, 2027 Results on Jul 15, 2026AIT Corporation announced that they will report Q1, 2027 results on Jul 15, 2026Reported Earnings • Apr 15Full year 2026 earnings released: EPS: JP¥135 (vs JP¥130 in FY 2025)Full year 2026 results: EPS: JP¥135 (up from JP¥130 in FY 2025). Revenue: JP¥58.4b (up 5.0% from FY 2025). Net income: JP¥3.18b (up 4.2% from FY 2025). Profit margin: 5.4% (down from 5.5% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Apr 14AIT Corporation, Annual General Meeting, May 21, 2026AIT Corporation, Annual General Meeting, May 21, 2026.お知らせ • Apr 07AIT Corporation to Report Fiscal Year 2026 Results on Apr 14, 2026AIT Corporation announced that they will report fiscal year 2026 results on Apr 14, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 22 May 2026. Payout ratio is a comfortable 65% and the cash payout ratio is 77%. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.7%).Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥38.01 (vs JP¥41.59 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.01 (down from JP¥41.59 in 3Q 2025). Revenue: JP¥15.9b (flat on 3Q 2025). Net income: JP¥893.0m (down 8.6% from 3Q 2025). Profit margin: 5.6% (down from 6.2% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.分析記事 • Jan 14AIT's (TSE:9381) Dividend Will Be ¥45.00AIT Corporation's ( TSE:9381 ) investors are due to receive a payment of ¥45.00 per share on 22nd of May. This will...お知らせ • Jan 14AIT Corporation Revises Dividend Guidance for the Fiscal Year Ending February 28, 2026AIT Corporation revised dividend guidance for the fiscal year ending February 28, 2026. For the year, the company now expects to pay dividend of JPY 55.00 per share against previous guidance of JPY 45.00 per share. Reason for the Revision The AIT Group recognizes the return of profits to shareholders as an important management priority. It is the company's basic policy to provide dividends twice a year, at the interim and fiscal year-end, on a stable and consistent basis, while taking into comprehensive consideration consolidated results of operations for each fiscal period, dividend payout ratio, and the need to retain earnings for future business development in Japan and overseas as well as for strengthening management foundation. Under this policy, the Company has decided to revise the year-end dividend forecast to JPY 55 per share, representing an increase of JPY 10 from the previous forecast of JPY 45 per share, taking into account the progress of consolidated operating results, consolidated financial position, and future business developments, in order to further enhance shareholder returns through dividends and meet shareholders' expectations.お知らせ • Nov 01AIT Corporation to Report Q3, 2026 Results on Jan 14, 2026AIT Corporation announced that they will report Q3, 2026 results on Jan 14, 2026分析記事 • Oct 29AIT (TSE:9381) Has Announced A Dividend Of ¥45.00AIT Corporation ( TSE:9381 ) will pay a dividend of ¥45.00 on the 22nd of May. This will take the annual payment to...Declared Dividend • Oct 29First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 26th February 2026 Payment date: 22nd May 2026 Dividend yield will be 4.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Oct 27Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥2,086. The fair value is estimated to be JP¥1,737, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Earnings per share has declined by 5.6%.Reported Earnings • Oct 11Second quarter 2026 earnings released: EPS: JP¥32.26 (vs JP¥31.88 in 2Q 2025)Second quarter 2026 results: EPS: JP¥32.26 (up from JP¥31.88 in 2Q 2025). Revenue: JP¥13.5b (up 1.7% from 2Q 2025). Net income: JP¥758.0m (up 1.2% from 2Q 2025). Profit margin: 5.6% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Oct 10AIT Corporation Announces Interim Dividend for the End of Second Quarter of Fiscal Year Ending February 28, 2026, Payable on October 28, 2025; Provides Dividend Guidance for the Full Year Ending February 28, 2026AIT Corporation announced interim dividend of JPY 45.00 per share for the end of second quarter of fiscal year ending February 28, 2026 compared to JPY 40.00 per share a year ago. Total amount of dividends: JPY 1,057 million. Record date: August 31,2025. Effective date: October 28, 2025. The company provided dividend guidance for the full year ending February 28, 2026. For the period, the company expects to pay dividend of JPY 45.00 per share compared to JPY 40.00 per share a year ago.Upcoming Dividend • Aug 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 28 October 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).分析記事 • Jul 31AIT (TSE:9381) Is Increasing Its Dividend To ¥45.00AIT Corporation's ( TSE:9381 ) dividend will be increasing from last year's payment of the same period to ¥45.00 on...お知らせ • Jul 26AIT Corporation to Report Q2, 2026 Results on Oct 10, 2025AIT Corporation announced that they will report Q2, 2026 results on Oct 10, 2025分析記事 • Jul 17AIT (TSE:9381) Is Paying Out A Larger Dividend Than Last YearThe board of AIT Corporation ( TSE:9381 ) has announced that it will be paying its dividend of ¥45.00 on the 28th of...Reported Earnings • Jul 16First quarter 2026 earnings released: EPS: JP¥37.03 (vs JP¥32.39 in 1Q 2025)First quarter 2026 results: EPS: JP¥37.03 (up from JP¥32.39 in 1Q 2025). Revenue: JP¥14.7b (up 14% from 1Q 2025). Net income: JP¥870.0m (up 14% from 1Q 2025). Profit margin: 5.9% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 1% per year.分析記事 • Jun 18AIT (TSE:9381) Is Increasing Its Dividend To ¥45.00AIT Corporation ( TSE:9381 ) has announced that it will be increasing its dividend from last year's comparable payment...Declared Dividend • Jun 18Final dividend increased to JP¥45.00Dividend of JP¥45.00 is 13% higher than last year. Ex-date: 28th August 2025 Payment date: 28th October 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (67% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 19% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Jun 13Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.3% to JP¥1,754. The fair value is estimated to be JP¥1,458, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.2% over the last 3 years, while earnings per share has been flat.Buy Or Sell Opportunity • May 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥1,746. The fair value is estimated to be JP¥1,453, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.2% over the last 3 years, while earnings per share has been flat.Buy Or Sell Opportunity • May 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.4% to JP¥1,747. The fair value is estimated to be JP¥1,453, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.2% over the last 3 years, while earnings per share has been flat.お知らせ • Apr 26AIT Corporation to Report Q1, 2026 Results on Jul 15, 2025AIT Corporation announced that they will report Q1, 2026 results on Jul 15, 2025Reported Earnings • Apr 15Full year 2025 earnings released: EPS: JP¥130 (vs JP¥127 in FY 2024)Full year 2025 results: EPS: JP¥130 (up from JP¥127 in FY 2024). Revenue: JP¥55.6b (up 8.2% from FY 2024). Net income: JP¥3.05b (up 1.9% from FY 2024). Profit margin: 5.5% (down from 5.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year.お知らせ • Apr 14+ 2 more updatesAIT Corporation, Annual General Meeting, May 21, 2025AIT Corporation, Annual General Meeting, May 21, 2025.Upcoming Dividend • Feb 20Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 23 May 2025. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.1%).分析記事 • Feb 10AIT (TSE:9381) Has Announced A Dividend Of ¥40.00The board of AIT Corporation ( TSE:9381 ) has announced that it will pay a dividend on the 23rd of May, with investors...お知らせ • Feb 03AIT Corporation to Report Fiscal Year 2025 Results on Apr 14, 2025AIT Corporation announced that they will report fiscal year 2025 results on Apr 14, 2025分析記事 • Jan 27AIT (TSE:9381) Has Announced A Dividend Of ¥40.00AIT Corporation ( TSE:9381 ) will pay a dividend of ¥40.00 on the 23rd of May. This means the annual payment is 4.9% of...Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥41.59 (vs JP¥39.63 in 3Q 2024)Third quarter 2025 results: EPS: JP¥41.59 (up from JP¥39.63 in 3Q 2024). Revenue: JP¥15.8b (up 11% from 3Q 2024). Net income: JP¥977.0m (up 4.9% from 3Q 2024). Profit margin: 6.2% (down from 6.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 5% per year.分析記事 • Jan 13AIT (TSE:9381) Is Due To Pay A Dividend Of ¥40.00AIT Corporation's ( TSE:9381 ) investors are due to receive a payment of ¥40.00 per share on 23rd of May. Based on this...分析記事 • Dec 30AIT (TSE:9381) Is Paying Out A Dividend Of ¥40.00AIT Corporation ( TSE:9381 ) will pay a dividend of ¥40.00 on the 23rd of May. Based on this payment, the dividend...分析記事 • Dec 02AIT (TSE:9381) Has Affirmed Its Dividend Of ¥40.00AIT Corporation ( TSE:9381 ) has announced that it will pay a dividend of ¥40.00 per share on the 23rd of May. This...分析記事 • Oct 29AIT (TSE:9381) Is Paying Out A Dividend Of ¥40.00AIT Corporation ( TSE:9381 ) will pay a dividend of ¥40.00 on the 23rd of May. This makes the dividend yield 4.5...Declared Dividend • Oct 29First half dividend of JP¥40.00 announcedDividend of JP¥40.00 is the same as last year. Ex-date: 27th February 2025 Payment date: 23rd May 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio). However, it is covered by cash flows (60% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 6.0% to bring the payout ratio under control, which is less than the 16% EPS growth achieved over the last 5 years.Reported Earnings • Oct 18Second quarter 2025 earnings released: EPS: JP¥31.88 (vs JP¥33.16 in 2Q 2024)Second quarter 2025 results: EPS: JP¥31.88 (down from JP¥33.16 in 2Q 2024). Revenue: JP¥13.3b (up 9.7% from 2Q 2024). Net income: JP¥749.0m (down 3.9% from 2Q 2024). Profit margin: 5.6% (down from 6.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Aug 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 28 October 2024. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).分析記事 • Aug 20AIT (TSE:9381) Will Pay A Dividend Of ¥40.00The board of AIT Corporation ( TSE:9381 ) has announced that it will pay a dividend of ¥40.00 per share on the 28th of...分析記事 • Aug 06AIT (TSE:9381) Will Pay A Dividend Of ¥40.00The board of AIT Corporation ( TSE:9381 ) has announced that it will pay a dividend on the 28th of October, with...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,589, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 13x in the Logistics industry in Japan. Total returns to shareholders of 66% over the past three years.お知らせ • Jul 27AIT Corporation to Report Q2, 2025 Results on Oct 10, 2024AIT Corporation announced that they will report Q2, 2025 results on Oct 10, 2024分析記事 • Jul 22AIT (TSE:9381) Will Pay A Dividend Of ¥40.00AIT Corporation ( TSE:9381 ) has announced that it will pay a dividend of ¥40.00 per share on the 28th of October. This...Reported Earnings • Jul 18First quarter 2025 earnings released: EPS: JP¥32.39 (vs JP¥32.61 in 1Q 2024)First quarter 2025 results: EPS: JP¥32.39 (down from JP¥32.61 in 1Q 2024). Revenue: JP¥12.9b (down 2.6% from 1Q 2024). Net income: JP¥761.0m (flat on 1Q 2024). Profit margin: 5.9% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jun 20AIT's (TSE:9381) Dividend Will Be ¥40.00AIT Corporation ( TSE:9381 ) has announced that it will pay a dividend of ¥40.00 per share on the 28th of October. This...Buy Or Sell Opportunity • Jun 13Now 20% undervaluedOver the last 90 days, the stock has risen 3.1% to JP¥1,779. The fair value is estimated to be JP¥2,232, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 20%.分析記事 • Jun 06AIT (TSE:9381) Is Due To Pay A Dividend Of ¥40.00AIT Corporation's ( TSE:9381 ) investors are due to receive a payment of ¥40.00 per share on 28th of October. Based on...Declared Dividend • Jun 06Final dividend of JP¥40.00 announcedDividend of JP¥40.00 is the same as last year. Ex-date: 29th August 2024 Payment date: 28th October 2024 Dividend yield will be 4.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (8% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Apr 29AIT Corporation to Report Q1, 2025 Results on Jul 16, 2024AIT Corporation announced that they will report Q1, 2025 results on Jul 16, 2024Buy Or Sell Opportunity • Apr 17Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,722. The fair value is estimated to be JP¥2,171, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 20%.お知らせ • Apr 16AIT Corporation, Annual General Meeting, May 22, 2024AIT Corporation, Annual General Meeting, May 22, 2024.Reported Earnings • Apr 16Full year 2024 earnings released: EPS: JP¥127 (vs JP¥157 in FY 2023)Full year 2024 results: EPS: JP¥127 (down from JP¥157 in FY 2023). Revenue: JP¥51.4b (down 26% from FY 2023). Net income: JP¥2.99b (down 19% from FY 2023). Profit margin: 5.8% (up from 5.3% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 19% per year.Upcoming Dividend • Feb 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 24 May 2024. Payout ratio is a comfortable 8.1% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.8%).お知らせ • Jan 31AIT Corporation to Report Fiscal Year 2024 Results on Apr 15, 2024AIT Corporation announced that they will report fiscal year 2024 results on Apr 15, 2024お知らせ • Jan 25AIT Corporation Provides Dividend Guidance for the Fiscal Year Ending February 29, 2024AIT Corporation provided dividend guidance for the fiscal year ending February 29, 2024. For the year, the company expects to pay dividend of JPY 40.00 per share against JPY 50.00 per share paid a year ago.Reported Earnings • Jan 13Third quarter 2024 earnings released: EPS: JP¥39.63 (vs JP¥59.25 in 3Q 2023)Third quarter 2024 results: EPS: JP¥39.63 (down from JP¥59.25 in 3Q 2023). Revenue: JP¥14.2b (down 29% from 3Q 2023). Net income: JP¥931.0m (down 33% from 3Q 2023). Profit margin: 6.6% (down from 7.0% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 11AIT Corporation Provides Consolidated Financial Guidance for Quarter Ending February 29, 2024AIT Corporation provided consolidated financial guidance for quarter ending February 29, 2024. For the first half, the company expects Operating revenues of JPY 50,600 million, Operating profit of JPY 4,050 million, Profit attributable to owners of parent of JPY 2,820 million and Net income per share of JPY 120.03.お知らせ • Nov 01AIT Corporation to Report Q3, 2024 Results on Jan 11, 2024AIT Corporation announced that they will report Q3, 2024 results on Jan 11, 2024お知らせ • Oct 27AIT Corporation Announces Dividend Guidance for the Fiscal Year Ending February 29, 2024AIT Corporation announced dividend guidance for the Fiscal Year Ending February 29, 2024. For the year, the company expects to pay a dividend of JPY 40 per share as compared to JPY 50 a year ago.Reported Earnings • Oct 13Second quarter 2024 earnings released: EPS: JP¥33.16 (vs JP¥45.25 in 2Q 2023)Second quarter 2024 results: EPS: JP¥33.16 (down from JP¥45.25 in 2Q 2023). Revenue: JP¥12.1b (down 34% from 2Q 2023). Net income: JP¥779.0m (down 27% from 2Q 2023). Profit margin: 6.4% (up from 5.8% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 12+ 1 more updateAITCorporation Provides Consolidated Financial Guidance for the Full Year Ending February 29, 2024AIT Corporation provided consolidated financial guidance for the full year ending February 29, 2024. For the full year, the company expects Operating revenues of JPY 70,000 million, Operating profit of JPY 5,300 million, Profit attributable to owners of parent of JPY 3,700 million and Net income per share of JPY 157.49.Upcoming Dividend • Aug 23Upcoming dividend of JP¥40.00 per share at 5.2% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 30 October 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 5.2%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.7%).お知らせ • Jul 30AIT Corporation to Report Q2, 2024 Results on Oct 12, 2023AIT Corporation announced that they will report Q2, 2024 results on Oct 12, 2023お知らせ • Jul 28AIT Corporation Provides Consolidated Financial Guidance for the First Half and Full Year Ending February 29, 2024AIT Corporation provided consolidated financial guidance for the first half and full year ending February 29, 2024. For the first half, the company expects Operating revenues of JPY 32,000 million, Operating profit of JPY 2,150 million, Profit attributable to owners of parent of JPY 1,500 million and Net income per share of JPY 63.85. For the full year, the company expects Operating revenues of JPY 70,000 million, Operating profit of JPY 5,300 million, Profit attributable to owners of parent of JPY 3,700 million and Net income per share of JPY 157.49.Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥32.61 (vs JP¥34.48 in 1Q 2023)First quarter 2024 results: EPS: JP¥32.61 (down from JP¥34.48 in 1Q 2023). Revenue: JP¥13.2b (down 24% from 1Q 2023). Net income: JP¥766.0m (down 5.4% from 1Q 2023). Profit margin: 5.8% (up from 4.7% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 12AIT Corporation Provides Financial Guidance for the Quarter Ended August 2023 and February 2024AIT Corporation provided financial guidance for the quarter ended August 2023 and February 2024. For the quarter ended August 2023, the company expected Operating revenues of JPY 32,000 million, Operating profit of JPY 2,150 million, Profit attributable to owners of parent of JPY 1,500 million and Basic earnings per share of JPY 63.85. For the quarter ended February 2024, the company expected Operating revenues of JPY 70,000 million, Operating profit of JPY 5,300 million, Profit attributable to owners of parent of JPY 3,700 million and Basic earnings per share of JPY 157.49.Reported Earnings • May 30Full year 2023 earnings released: EPS: JP¥157 (vs JP¥101 in FY 2022)Full year 2023 results: EPS: JP¥157 (up from JP¥101 in FY 2022). Revenue: JP¥69.5b (up 16% from FY 2022). Net income: JP¥3.68b (up 56% from FY 2022). Profit margin: 5.3% (up from 3.9% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 15Full year 2023 earnings released: EPS: JP¥157 (vs JP¥101 in FY 2022)Full year 2023 results: EPS: JP¥157 (up from JP¥101 in FY 2022). Revenue: JP¥69.5b (up 16% from FY 2022). Net income: JP¥3.68b (up 56% from FY 2022). Profit margin: 5.3% (up from 3.9% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 20Upcoming dividend of JP¥50.00 per share at 6.3% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 25 May 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 6.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.7%).Reported Earnings • Jan 12Third quarter 2023 earnings released: EPS: JP¥59.25 (vs JP¥43.37 in 3Q 2022)Third quarter 2023 results: EPS: JP¥59.25 (up from JP¥43.37 in 3Q 2022). Revenue: JP¥19.9b (up 15% from 3Q 2022). Net income: JP¥1.39b (up 37% from 3Q 2022). Profit margin: 7.0% (up from 5.9% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% 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 • Jan 12+ 1 more updateAIT Corporation Provides Consolidated Earnings Guidance for the Quarter Ending February 2023AIT Corporation provided consolidated earnings guidance for the quarter ending February 2023. For the year, the company expects Operating revenues to be JPY 69,300 million, Operating profit to be JPY 4,930 million, Profit attributable to owners of parent to be JPY 3,430 million, Basic earnings per share to be JPY 146.00.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. 5 experienced directors. 5 highly experienced directors. No independent directors (7 non-independent directors). Full-Time Auditor Hiroshi Shimizu was the last director to join the board, commencing their role in 2014. 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 • Oct 31AIT Corporation to Report Q3, 2023 Results on Jan 11, 2023AIT Corporation announced that they will report Q3, 2023 results on Jan 11, 2023Reported Earnings • Oct 13Second quarter 2023 earnings released: EPS: JP¥45.25 (vs JP¥19.45 in 2Q 2022)Second quarter 2023 results: EPS: JP¥45.25 (up from JP¥19.45 in 2Q 2022). Revenue: JP¥18.4b (up 37% from 2Q 2022). Net income: JP¥1.06b (up 133% from 2Q 2022). Profit margin: 5.8% (up from 3.4% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 12+ 1 more updateAIT Corporation Provides Dividend Guidance for the Full Year Ending Feb. 28, 2023AIT Corporation provided dividend guidance for the full year ending Feb. 28, 2023. For the year, the company expects dividend of JPY 50.00 per share compared to JPY 36.00 per share paid a year ago.Upcoming Dividend • Aug 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 31 October 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).お知らせ • Jul 31AIT Corporation to Report Q2, 2023 Results on Oct 12, 2022AIT Corporation announced that they will report Q2, 2023 results on Oct 12, 2022Reported Earnings • Jul 13First quarter 2023 earnings released: EPS: JP¥34.48 (vs JP¥22.01 in 1Q 2022)First quarter 2023 results: EPS: JP¥34.48 (up from JP¥22.01 in 1Q 2022). Revenue: JP¥17.3b (up 28% from 1Q 2022). Net income: JP¥810.0m (up 57% from 1Q 2022). Profit margin: 4.7% (up from 3.8% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 22% per year.Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥1,789, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 10x in the Logistics industry in Japan. Total returns to shareholders of 99% over the past three years.お知らせ • Jul 12+ 1 more updateAIT Corporation Provides Consolidated Earnings Guidance of Quarter Ending August 2022 and Full Year Ending Feb. 28, 2023AIT Corporation provided consolidated earnings guidance of quarter ending August 2022 and full year ending Feb. 28, 2023. For quarter, the company expects Operating revenues to be JPY 33,500 million, Operating profit to be JPY 2,350 million, Profit attributable to owners of parent to be JPY 1,610 million, Basic earnings per share to be JPY 68.53.For year, the company expects Operating revenues to be JPY 69,300 million, Operating profit to be JPY 4,930 million, Profit attributable to owners of parent to be JPY 3,430million, Basic earnings per share to be JPY 146.00. For the year, the company expects to pay JPY 61.00 per share compared to JPY 58.00 per share paid a year ago.Reported Earnings • May 29Full year 2022 earnings released: EPS: JP¥101 (vs JP¥73.39 in FY 2021)Full year 2022 results: EPS: JP¥101 (up from JP¥73.39 in FY 2021). Revenue: JP¥59.9b (up 31% from FY 2021). Net income: JP¥2.37b (up 37% from FY 2021). Profit margin: 3.9% (up from 3.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 16% per year.お知らせ • May 02AIT Corporation to Report Q1, 2023 Results on Jul 12, 2022AIT Corporation announced that they will report Q1, 2023 results on Jul 12, 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. 7 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). Full-Time Auditor Hiroshi Shimizu was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Apr 14Full year 2022 earnings released: EPS: JP¥101 (vs JP¥73.39 in FY 2021)Full year 2022 results: EPS: JP¥101 (up from JP¥73.39 in FY 2021). Revenue: JP¥59.9b (up 31% from FY 2021). Net income: JP¥2.37b (up 37% from FY 2021). Profit margin: 3.9% (up from 3.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 14AIT Corporation, Annual General Meeting, May 24, 2022AIT Corporation, Annual General Meeting, May 24, 2022.お知らせ • Apr 13+ 2 more updatesAIT Corporation Provides Dividend Guidance for the Year End of Fiscal Year 2023AIT Corporation provided dividend guidance for the year end of fiscal year 2023, the company expects to pay dividend of JPY 31.00 per share against JPY 36.00 per share a year ago.Upcoming Dividend • Feb 18Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 26 May 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.2%).お知らせ • Jan 30AIT Corporation to Report Fiscal Year 2022 Results on Apr 13, 2022AIT Corporation announced that they will report fiscal year 2022 results on Apr 13, 2022Reported Earnings • Jan 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥43.37 (up from JP¥24.18 in 3Q 2021). Revenue: JP¥17.3b (up 44% from 3Q 2021). Net income: JP¥1.02b (up 79% from 3Q 2021). Profit margin: 5.9% (up from 4.7% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 12% per year.お知らせ • Jan 13AIT Corporation Provides Earnings Guidance for the Fiscal Year Ending Feb. 2022AIT Corporation provides earnings guidance for the fiscal year ending Feb. 2022. For the full year, The company expects Operating revenues to be JPY 57,000 million, Operating profit to be JPY 3,270 million, Profit attributable to owners of parent to be JPY 2,250 million or JPY 95.77 per basic share.Reported Earnings • Oct 13Second quarter 2022 earnings released: EPS JP¥19.45 (vs JP¥15.63 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: JP¥13.5b (up 28% from 2Q 2021). Net income: JP¥457.0m (up 24% from 2Q 2021). Profit margin: 3.4% (down from 3.5% 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 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.株主還元9381JP LogisticsJP 市場7D-2.2%3.4%-0.5%1Y29.3%24.9%41.3%株主還元を見る業界別リターン: 9381過去 1 年間で24.9 % の収益を上げたJP Logistics業界を上回りました。リターン対市場: 9381は、過去 1 年間で41.3 % のリターンを上げたJP市場を下回りました。価格変動Is 9381's price volatile compared to industry and market?9381 volatility9381 Average Weekly Movement3.1%Logistics Industry Average Movement4.3%Market Average Movement5.0%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%安定した株価: 9381 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 9381の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19881,232Hidekazu Yagurawww.ait-jp.comAIT株式会社は中国と東南アジアで総合物流会社として活動している。海運、航空貨物、貨物自動車、鉄道貨物、沿海輸送の貨物フォワーディング、航空貨物代理店、通関、倉庫保管、船舶仲介サービスを提供し、輸出入、損害保険代理店業務も行っている。また、コンテナやその他の輸送機器の販売や輸出入、衣料品、化学品、電気機械部品、日用品、エクステリア製品、食品、医薬品、自動車用品の販売も行っている。1988年に法人化され、本社は大阪にある。もっと見るAIT Corporation 基礎のまとめAIT の収益と売上を時価総額と比較するとどうか。9381 基礎統計学時価総額JP¥52.16b収益（TTM）JP¥3.18b売上高(TTM)JP¥58.40b16.4xPER（株価収益率0.9xP/Sレシオ9381 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計9381 損益計算書（TTM）収益JP¥58.40b売上原価JP¥48.11b売上総利益JP¥10.29bその他の費用JP¥7.12b収益JP¥3.18b直近の収益報告Feb 28, 2026次回決算日Jul 15, 2026一株当たり利益（EPS）135.14グロス・マージン17.62%純利益率5.44%有利子負債／自己資本比率0%9381 の長期的なパフォーマンスは？過去の実績と比較を見る配当金5.0%現在の配当利回り74%配当性向9381 配当は確実ですか？9381 配当履歴とベンチマークを見る9381 、いつまでに購入すれば配当金を受け取れますか？AIT 配当日配当落ち日Feb 26 2026配当支払日May 22 2026配当落ちまでの日数85 days配当支払日までの日数0 days9381 配当は確実ですか？9381 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 07:46終値2026/05/22 00:00収益2026/02/28年間収益2026/02/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋AIT Corporation 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。1 アナリスト機関Yumiko KaiIchiyoshi Research Institute Inc.
お知らせ • May 10AIT Corporation to Report Q1, 2027 Results on Jul 15, 2026AIT Corporation announced that they will report Q1, 2027 results on Jul 15, 2026
Reported Earnings • Apr 15Full year 2026 earnings released: EPS: JP¥135 (vs JP¥130 in FY 2025)Full year 2026 results: EPS: JP¥135 (up from JP¥130 in FY 2025). Revenue: JP¥58.4b (up 5.0% from FY 2025). Net income: JP¥3.18b (up 4.2% from FY 2025). Profit margin: 5.4% (down from 5.5% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Apr 14AIT Corporation, Annual General Meeting, May 21, 2026AIT Corporation, Annual General Meeting, May 21, 2026.
お知らせ • Apr 07AIT Corporation to Report Fiscal Year 2026 Results on Apr 14, 2026AIT Corporation announced that they will report fiscal year 2026 results on Apr 14, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 22 May 2026. Payout ratio is a comfortable 65% and the cash payout ratio is 77%. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.7%).
Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥38.01 (vs JP¥41.59 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.01 (down from JP¥41.59 in 3Q 2025). Revenue: JP¥15.9b (flat on 3Q 2025). Net income: JP¥893.0m (down 8.6% from 3Q 2025). Profit margin: 5.6% (down from 6.2% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
お知らせ • May 10AIT Corporation to Report Q1, 2027 Results on Jul 15, 2026AIT Corporation announced that they will report Q1, 2027 results on Jul 15, 2026
Reported Earnings • Apr 15Full year 2026 earnings released: EPS: JP¥135 (vs JP¥130 in FY 2025)Full year 2026 results: EPS: JP¥135 (up from JP¥130 in FY 2025). Revenue: JP¥58.4b (up 5.0% from FY 2025). Net income: JP¥3.18b (up 4.2% from FY 2025). Profit margin: 5.4% (down from 5.5% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Apr 14AIT Corporation, Annual General Meeting, May 21, 2026AIT Corporation, Annual General Meeting, May 21, 2026.
お知らせ • Apr 07AIT Corporation to Report Fiscal Year 2026 Results on Apr 14, 2026AIT Corporation announced that they will report fiscal year 2026 results on Apr 14, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 22 May 2026. Payout ratio is a comfortable 65% and the cash payout ratio is 77%. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.7%).
Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥38.01 (vs JP¥41.59 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.01 (down from JP¥41.59 in 3Q 2025). Revenue: JP¥15.9b (flat on 3Q 2025). Net income: JP¥893.0m (down 8.6% from 3Q 2025). Profit margin: 5.6% (down from 6.2% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
分析記事 • Jan 14AIT's (TSE:9381) Dividend Will Be ¥45.00AIT Corporation's ( TSE:9381 ) investors are due to receive a payment of ¥45.00 per share on 22nd of May. This will...
お知らせ • Jan 14AIT Corporation Revises Dividend Guidance for the Fiscal Year Ending February 28, 2026AIT Corporation revised dividend guidance for the fiscal year ending February 28, 2026. For the year, the company now expects to pay dividend of JPY 55.00 per share against previous guidance of JPY 45.00 per share. Reason for the Revision The AIT Group recognizes the return of profits to shareholders as an important management priority. It is the company's basic policy to provide dividends twice a year, at the interim and fiscal year-end, on a stable and consistent basis, while taking into comprehensive consideration consolidated results of operations for each fiscal period, dividend payout ratio, and the need to retain earnings for future business development in Japan and overseas as well as for strengthening management foundation. Under this policy, the Company has decided to revise the year-end dividend forecast to JPY 55 per share, representing an increase of JPY 10 from the previous forecast of JPY 45 per share, taking into account the progress of consolidated operating results, consolidated financial position, and future business developments, in order to further enhance shareholder returns through dividends and meet shareholders' expectations.
お知らせ • Nov 01AIT Corporation to Report Q3, 2026 Results on Jan 14, 2026AIT Corporation announced that they will report Q3, 2026 results on Jan 14, 2026
分析記事 • Oct 29AIT (TSE:9381) Has Announced A Dividend Of ¥45.00AIT Corporation ( TSE:9381 ) will pay a dividend of ¥45.00 on the 22nd of May. This will take the annual payment to...
Declared Dividend • Oct 29First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 26th February 2026 Payment date: 22nd May 2026 Dividend yield will be 4.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Oct 27Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥2,086. The fair value is estimated to be JP¥1,737, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Earnings per share has declined by 5.6%.
Reported Earnings • Oct 11Second quarter 2026 earnings released: EPS: JP¥32.26 (vs JP¥31.88 in 2Q 2025)Second quarter 2026 results: EPS: JP¥32.26 (up from JP¥31.88 in 2Q 2025). Revenue: JP¥13.5b (up 1.7% from 2Q 2025). Net income: JP¥758.0m (up 1.2% from 2Q 2025). Profit margin: 5.6% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Oct 10AIT Corporation Announces Interim Dividend for the End of Second Quarter of Fiscal Year Ending February 28, 2026, Payable on October 28, 2025; Provides Dividend Guidance for the Full Year Ending February 28, 2026AIT Corporation announced interim dividend of JPY 45.00 per share for the end of second quarter of fiscal year ending February 28, 2026 compared to JPY 40.00 per share a year ago. Total amount of dividends: JPY 1,057 million. Record date: August 31,2025. Effective date: October 28, 2025. The company provided dividend guidance for the full year ending February 28, 2026. For the period, the company expects to pay dividend of JPY 45.00 per share compared to JPY 40.00 per share a year ago.
Upcoming Dividend • Aug 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 28 October 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).
分析記事 • Jul 31AIT (TSE:9381) Is Increasing Its Dividend To ¥45.00AIT Corporation's ( TSE:9381 ) dividend will be increasing from last year's payment of the same period to ¥45.00 on...
お知らせ • Jul 26AIT Corporation to Report Q2, 2026 Results on Oct 10, 2025AIT Corporation announced that they will report Q2, 2026 results on Oct 10, 2025
分析記事 • Jul 17AIT (TSE:9381) Is Paying Out A Larger Dividend Than Last YearThe board of AIT Corporation ( TSE:9381 ) has announced that it will be paying its dividend of ¥45.00 on the 28th of...
Reported Earnings • Jul 16First quarter 2026 earnings released: EPS: JP¥37.03 (vs JP¥32.39 in 1Q 2025)First quarter 2026 results: EPS: JP¥37.03 (up from JP¥32.39 in 1Q 2025). Revenue: JP¥14.7b (up 14% from 1Q 2025). Net income: JP¥870.0m (up 14% from 1Q 2025). Profit margin: 5.9% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 1% per year.
分析記事 • Jun 18AIT (TSE:9381) Is Increasing Its Dividend To ¥45.00AIT Corporation ( TSE:9381 ) has announced that it will be increasing its dividend from last year's comparable payment...
Declared Dividend • Jun 18Final dividend increased to JP¥45.00Dividend of JP¥45.00 is 13% higher than last year. Ex-date: 28th August 2025 Payment date: 28th October 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (67% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 19% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Jun 13Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.3% to JP¥1,754. The fair value is estimated to be JP¥1,458, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.2% over the last 3 years, while earnings per share has been flat.
Buy Or Sell Opportunity • May 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥1,746. The fair value is estimated to be JP¥1,453, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.2% over the last 3 years, while earnings per share has been flat.
Buy Or Sell Opportunity • May 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.4% to JP¥1,747. The fair value is estimated to be JP¥1,453, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.2% over the last 3 years, while earnings per share has been flat.
お知らせ • Apr 26AIT Corporation to Report Q1, 2026 Results on Jul 15, 2025AIT Corporation announced that they will report Q1, 2026 results on Jul 15, 2025
Reported Earnings • Apr 15Full year 2025 earnings released: EPS: JP¥130 (vs JP¥127 in FY 2024)Full year 2025 results: EPS: JP¥130 (up from JP¥127 in FY 2024). Revenue: JP¥55.6b (up 8.2% from FY 2024). Net income: JP¥3.05b (up 1.9% from FY 2024). Profit margin: 5.5% (down from 5.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year.
お知らせ • Apr 14+ 2 more updatesAIT Corporation, Annual General Meeting, May 21, 2025AIT Corporation, Annual General Meeting, May 21, 2025.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 23 May 2025. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.1%).
分析記事 • Feb 10AIT (TSE:9381) Has Announced A Dividend Of ¥40.00The board of AIT Corporation ( TSE:9381 ) has announced that it will pay a dividend on the 23rd of May, with investors...
お知らせ • Feb 03AIT Corporation to Report Fiscal Year 2025 Results on Apr 14, 2025AIT Corporation announced that they will report fiscal year 2025 results on Apr 14, 2025
分析記事 • Jan 27AIT (TSE:9381) Has Announced A Dividend Of ¥40.00AIT Corporation ( TSE:9381 ) will pay a dividend of ¥40.00 on the 23rd of May. This means the annual payment is 4.9% of...
Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥41.59 (vs JP¥39.63 in 3Q 2024)Third quarter 2025 results: EPS: JP¥41.59 (up from JP¥39.63 in 3Q 2024). Revenue: JP¥15.8b (up 11% from 3Q 2024). Net income: JP¥977.0m (up 4.9% from 3Q 2024). Profit margin: 6.2% (down from 6.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 5% per year.
分析記事 • Jan 13AIT (TSE:9381) Is Due To Pay A Dividend Of ¥40.00AIT Corporation's ( TSE:9381 ) investors are due to receive a payment of ¥40.00 per share on 23rd of May. Based on this...
分析記事 • Dec 30AIT (TSE:9381) Is Paying Out A Dividend Of ¥40.00AIT Corporation ( TSE:9381 ) will pay a dividend of ¥40.00 on the 23rd of May. Based on this payment, the dividend...
分析記事 • Dec 02AIT (TSE:9381) Has Affirmed Its Dividend Of ¥40.00AIT Corporation ( TSE:9381 ) has announced that it will pay a dividend of ¥40.00 per share on the 23rd of May. This...
分析記事 • Oct 29AIT (TSE:9381) Is Paying Out A Dividend Of ¥40.00AIT Corporation ( TSE:9381 ) will pay a dividend of ¥40.00 on the 23rd of May. This makes the dividend yield 4.5...
Declared Dividend • Oct 29First half dividend of JP¥40.00 announcedDividend of JP¥40.00 is the same as last year. Ex-date: 27th February 2025 Payment date: 23rd May 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio). However, it is covered by cash flows (60% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 6.0% to bring the payout ratio under control, which is less than the 16% EPS growth achieved over the last 5 years.
Reported Earnings • Oct 18Second quarter 2025 earnings released: EPS: JP¥31.88 (vs JP¥33.16 in 2Q 2024)Second quarter 2025 results: EPS: JP¥31.88 (down from JP¥33.16 in 2Q 2024). Revenue: JP¥13.3b (up 9.7% from 2Q 2024). Net income: JP¥749.0m (down 3.9% from 2Q 2024). Profit margin: 5.6% (down from 6.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Aug 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 28 October 2024. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).
分析記事 • Aug 20AIT (TSE:9381) Will Pay A Dividend Of ¥40.00The board of AIT Corporation ( TSE:9381 ) has announced that it will pay a dividend of ¥40.00 per share on the 28th of...
分析記事 • Aug 06AIT (TSE:9381) Will Pay A Dividend Of ¥40.00The board of AIT Corporation ( TSE:9381 ) has announced that it will pay a dividend on the 28th of October, with...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,589, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 13x in the Logistics industry in Japan. Total returns to shareholders of 66% over the past three years.
お知らせ • Jul 27AIT Corporation to Report Q2, 2025 Results on Oct 10, 2024AIT Corporation announced that they will report Q2, 2025 results on Oct 10, 2024
分析記事 • Jul 22AIT (TSE:9381) Will Pay A Dividend Of ¥40.00AIT Corporation ( TSE:9381 ) has announced that it will pay a dividend of ¥40.00 per share on the 28th of October. This...
Reported Earnings • Jul 18First quarter 2025 earnings released: EPS: JP¥32.39 (vs JP¥32.61 in 1Q 2024)First quarter 2025 results: EPS: JP¥32.39 (down from JP¥32.61 in 1Q 2024). Revenue: JP¥12.9b (down 2.6% from 1Q 2024). Net income: JP¥761.0m (flat on 1Q 2024). Profit margin: 5.9% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jun 20AIT's (TSE:9381) Dividend Will Be ¥40.00AIT Corporation ( TSE:9381 ) has announced that it will pay a dividend of ¥40.00 per share on the 28th of October. This...
Buy Or Sell Opportunity • Jun 13Now 20% undervaluedOver the last 90 days, the stock has risen 3.1% to JP¥1,779. The fair value is estimated to be JP¥2,232, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 20%.
分析記事 • Jun 06AIT (TSE:9381) Is Due To Pay A Dividend Of ¥40.00AIT Corporation's ( TSE:9381 ) investors are due to receive a payment of ¥40.00 per share on 28th of October. Based on...
Declared Dividend • Jun 06Final dividend of JP¥40.00 announcedDividend of JP¥40.00 is the same as last year. Ex-date: 29th August 2024 Payment date: 28th October 2024 Dividend yield will be 4.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (8% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 29AIT Corporation to Report Q1, 2025 Results on Jul 16, 2024AIT Corporation announced that they will report Q1, 2025 results on Jul 16, 2024
Buy Or Sell Opportunity • Apr 17Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,722. The fair value is estimated to be JP¥2,171, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 20%.
お知らせ • Apr 16AIT Corporation, Annual General Meeting, May 22, 2024AIT Corporation, Annual General Meeting, May 22, 2024.
Reported Earnings • Apr 16Full year 2024 earnings released: EPS: JP¥127 (vs JP¥157 in FY 2023)Full year 2024 results: EPS: JP¥127 (down from JP¥157 in FY 2023). Revenue: JP¥51.4b (down 26% from FY 2023). Net income: JP¥2.99b (down 19% from FY 2023). Profit margin: 5.8% (up from 5.3% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 19% per year.
Upcoming Dividend • Feb 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 24 May 2024. Payout ratio is a comfortable 8.1% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.8%).
お知らせ • Jan 31AIT Corporation to Report Fiscal Year 2024 Results on Apr 15, 2024AIT Corporation announced that they will report fiscal year 2024 results on Apr 15, 2024
お知らせ • Jan 25AIT Corporation Provides Dividend Guidance for the Fiscal Year Ending February 29, 2024AIT Corporation provided dividend guidance for the fiscal year ending February 29, 2024. For the year, the company expects to pay dividend of JPY 40.00 per share against JPY 50.00 per share paid a year ago.
Reported Earnings • Jan 13Third quarter 2024 earnings released: EPS: JP¥39.63 (vs JP¥59.25 in 3Q 2023)Third quarter 2024 results: EPS: JP¥39.63 (down from JP¥59.25 in 3Q 2023). Revenue: JP¥14.2b (down 29% from 3Q 2023). Net income: JP¥931.0m (down 33% from 3Q 2023). Profit margin: 6.6% (down from 7.0% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 11AIT Corporation Provides Consolidated Financial Guidance for Quarter Ending February 29, 2024AIT Corporation provided consolidated financial guidance for quarter ending February 29, 2024. For the first half, the company expects Operating revenues of JPY 50,600 million, Operating profit of JPY 4,050 million, Profit attributable to owners of parent of JPY 2,820 million and Net income per share of JPY 120.03.
お知らせ • Nov 01AIT Corporation to Report Q3, 2024 Results on Jan 11, 2024AIT Corporation announced that they will report Q3, 2024 results on Jan 11, 2024
お知らせ • Oct 27AIT Corporation Announces Dividend Guidance for the Fiscal Year Ending February 29, 2024AIT Corporation announced dividend guidance for the Fiscal Year Ending February 29, 2024. For the year, the company expects to pay a dividend of JPY 40 per share as compared to JPY 50 a year ago.
Reported Earnings • Oct 13Second quarter 2024 earnings released: EPS: JP¥33.16 (vs JP¥45.25 in 2Q 2023)Second quarter 2024 results: EPS: JP¥33.16 (down from JP¥45.25 in 2Q 2023). Revenue: JP¥12.1b (down 34% from 2Q 2023). Net income: JP¥779.0m (down 27% from 2Q 2023). Profit margin: 6.4% (up from 5.8% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 12+ 1 more updateAITCorporation Provides Consolidated Financial Guidance for the Full Year Ending February 29, 2024AIT Corporation provided consolidated financial guidance for the full year ending February 29, 2024. For the full year, the company expects Operating revenues of JPY 70,000 million, Operating profit of JPY 5,300 million, Profit attributable to owners of parent of JPY 3,700 million and Net income per share of JPY 157.49.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥40.00 per share at 5.2% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 30 October 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 5.2%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.7%).
お知らせ • Jul 30AIT Corporation to Report Q2, 2024 Results on Oct 12, 2023AIT Corporation announced that they will report Q2, 2024 results on Oct 12, 2023
お知らせ • Jul 28AIT Corporation Provides Consolidated Financial Guidance for the First Half and Full Year Ending February 29, 2024AIT Corporation provided consolidated financial guidance for the first half and full year ending February 29, 2024. For the first half, the company expects Operating revenues of JPY 32,000 million, Operating profit of JPY 2,150 million, Profit attributable to owners of parent of JPY 1,500 million and Net income per share of JPY 63.85. For the full year, the company expects Operating revenues of JPY 70,000 million, Operating profit of JPY 5,300 million, Profit attributable to owners of parent of JPY 3,700 million and Net income per share of JPY 157.49.
Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥32.61 (vs JP¥34.48 in 1Q 2023)First quarter 2024 results: EPS: JP¥32.61 (down from JP¥34.48 in 1Q 2023). Revenue: JP¥13.2b (down 24% from 1Q 2023). Net income: JP¥766.0m (down 5.4% from 1Q 2023). Profit margin: 5.8% (up from 4.7% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 12AIT Corporation Provides Financial Guidance for the Quarter Ended August 2023 and February 2024AIT Corporation provided financial guidance for the quarter ended August 2023 and February 2024. For the quarter ended August 2023, the company expected Operating revenues of JPY 32,000 million, Operating profit of JPY 2,150 million, Profit attributable to owners of parent of JPY 1,500 million and Basic earnings per share of JPY 63.85. For the quarter ended February 2024, the company expected Operating revenues of JPY 70,000 million, Operating profit of JPY 5,300 million, Profit attributable to owners of parent of JPY 3,700 million and Basic earnings per share of JPY 157.49.
Reported Earnings • May 30Full year 2023 earnings released: EPS: JP¥157 (vs JP¥101 in FY 2022)Full year 2023 results: EPS: JP¥157 (up from JP¥101 in FY 2022). Revenue: JP¥69.5b (up 16% from FY 2022). Net income: JP¥3.68b (up 56% from FY 2022). Profit margin: 5.3% (up from 3.9% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 15Full year 2023 earnings released: EPS: JP¥157 (vs JP¥101 in FY 2022)Full year 2023 results: EPS: JP¥157 (up from JP¥101 in FY 2022). Revenue: JP¥69.5b (up 16% from FY 2022). Net income: JP¥3.68b (up 56% from FY 2022). Profit margin: 5.3% (up from 3.9% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥50.00 per share at 6.3% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 25 May 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 6.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.7%).
Reported Earnings • Jan 12Third quarter 2023 earnings released: EPS: JP¥59.25 (vs JP¥43.37 in 3Q 2022)Third quarter 2023 results: EPS: JP¥59.25 (up from JP¥43.37 in 3Q 2022). Revenue: JP¥19.9b (up 15% from 3Q 2022). Net income: JP¥1.39b (up 37% from 3Q 2022). Profit margin: 7.0% (up from 5.9% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% 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 • Jan 12+ 1 more updateAIT Corporation Provides Consolidated Earnings Guidance for the Quarter Ending February 2023AIT Corporation provided consolidated earnings guidance for the quarter ending February 2023. For the year, the company expects Operating revenues to be JPY 69,300 million, Operating profit to be JPY 4,930 million, Profit attributable to owners of parent to be JPY 3,430 million, Basic earnings per share to be JPY 146.00.
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. 5 experienced directors. 5 highly experienced directors. No independent directors (7 non-independent directors). Full-Time Auditor Hiroshi Shimizu was the last director to join the board, commencing their role in 2014. 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 • Oct 31AIT Corporation to Report Q3, 2023 Results on Jan 11, 2023AIT Corporation announced that they will report Q3, 2023 results on Jan 11, 2023
Reported Earnings • Oct 13Second quarter 2023 earnings released: EPS: JP¥45.25 (vs JP¥19.45 in 2Q 2022)Second quarter 2023 results: EPS: JP¥45.25 (up from JP¥19.45 in 2Q 2022). Revenue: JP¥18.4b (up 37% from 2Q 2022). Net income: JP¥1.06b (up 133% from 2Q 2022). Profit margin: 5.8% (up from 3.4% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 12+ 1 more updateAIT Corporation Provides Dividend Guidance for the Full Year Ending Feb. 28, 2023AIT Corporation provided dividend guidance for the full year ending Feb. 28, 2023. For the year, the company expects dividend of JPY 50.00 per share compared to JPY 36.00 per share paid a year ago.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 31 October 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).
お知らせ • Jul 31AIT Corporation to Report Q2, 2023 Results on Oct 12, 2022AIT Corporation announced that they will report Q2, 2023 results on Oct 12, 2022
Reported Earnings • Jul 13First quarter 2023 earnings released: EPS: JP¥34.48 (vs JP¥22.01 in 1Q 2022)First quarter 2023 results: EPS: JP¥34.48 (up from JP¥22.01 in 1Q 2022). Revenue: JP¥17.3b (up 28% from 1Q 2022). Net income: JP¥810.0m (up 57% from 1Q 2022). Profit margin: 4.7% (up from 3.8% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 22% per year.
Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥1,789, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 10x in the Logistics industry in Japan. Total returns to shareholders of 99% over the past three years.
お知らせ • Jul 12+ 1 more updateAIT Corporation Provides Consolidated Earnings Guidance of Quarter Ending August 2022 and Full Year Ending Feb. 28, 2023AIT Corporation provided consolidated earnings guidance of quarter ending August 2022 and full year ending Feb. 28, 2023. For quarter, the company expects Operating revenues to be JPY 33,500 million, Operating profit to be JPY 2,350 million, Profit attributable to owners of parent to be JPY 1,610 million, Basic earnings per share to be JPY 68.53.For year, the company expects Operating revenues to be JPY 69,300 million, Operating profit to be JPY 4,930 million, Profit attributable to owners of parent to be JPY 3,430million, Basic earnings per share to be JPY 146.00. For the year, the company expects to pay JPY 61.00 per share compared to JPY 58.00 per share paid a year ago.
Reported Earnings • May 29Full year 2022 earnings released: EPS: JP¥101 (vs JP¥73.39 in FY 2021)Full year 2022 results: EPS: JP¥101 (up from JP¥73.39 in FY 2021). Revenue: JP¥59.9b (up 31% from FY 2021). Net income: JP¥2.37b (up 37% from FY 2021). Profit margin: 3.9% (up from 3.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 16% per year.
お知らせ • May 02AIT Corporation to Report Q1, 2023 Results on Jul 12, 2022AIT Corporation announced that they will report Q1, 2023 results on Jul 12, 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. 7 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). Full-Time Auditor Hiroshi Shimizu was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 14Full year 2022 earnings released: EPS: JP¥101 (vs JP¥73.39 in FY 2021)Full year 2022 results: EPS: JP¥101 (up from JP¥73.39 in FY 2021). Revenue: JP¥59.9b (up 31% from FY 2021). Net income: JP¥2.37b (up 37% from FY 2021). Profit margin: 3.9% (up from 3.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 14AIT Corporation, Annual General Meeting, May 24, 2022AIT Corporation, Annual General Meeting, May 24, 2022.
お知らせ • Apr 13+ 2 more updatesAIT Corporation Provides Dividend Guidance for the Year End of Fiscal Year 2023AIT Corporation provided dividend guidance for the year end of fiscal year 2023, the company expects to pay dividend of JPY 31.00 per share against JPY 36.00 per share a year ago.
Upcoming Dividend • Feb 18Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 26 May 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.2%).
お知らせ • Jan 30AIT Corporation to Report Fiscal Year 2022 Results on Apr 13, 2022AIT Corporation announced that they will report fiscal year 2022 results on Apr 13, 2022
Reported Earnings • Jan 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥43.37 (up from JP¥24.18 in 3Q 2021). Revenue: JP¥17.3b (up 44% from 3Q 2021). Net income: JP¥1.02b (up 79% from 3Q 2021). Profit margin: 5.9% (up from 4.7% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 12% per year.
お知らせ • Jan 13AIT Corporation Provides Earnings Guidance for the Fiscal Year Ending Feb. 2022AIT Corporation provides earnings guidance for the fiscal year ending Feb. 2022. For the full year, The company expects Operating revenues to be JPY 57,000 million, Operating profit to be JPY 3,270 million, Profit attributable to owners of parent to be JPY 2,250 million or JPY 95.77 per basic share.
Reported Earnings • Oct 13Second quarter 2022 earnings released: EPS JP¥19.45 (vs JP¥15.63 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: JP¥13.5b (up 28% from 2Q 2021). Net income: JP¥457.0m (up 24% from 2Q 2021). Profit margin: 3.4% (down from 3.5% 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 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
