View Future GrowthAIT 過去の業績過去 基準チェック /36AITは、平均年間7.1%の収益成長を遂げていますが、 Logistics業界の収益は、年間 成長しています。収益は、平均年間6.8% 0.2%収益成長率で 成長しています。 AITの自己資本利益率は15.8%であり、純利益率は5.4%です。主要情報7.11%収益成長率7.14%EPS成長率Logistics 業界の成長13.19%収益成長率0.20%株主資本利益率15.79%ネット・マージン5.44%次回の業績アップデート15 Jul 2026最近の業績更新お知らせ • 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 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, 2026Reported 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 • Nov 01AIT Corporation to Report Q3, 2026 Results on Jan 14, 2026AIT Corporation announced that they will report Q3, 2026 results on Jan 14, 2026Reported 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.すべての更新を表示Recent updatesお知らせ • Jun 20Ait Corporation's Subsidiary Ait International Logistics (Shanghai) Co.,Ltd Declares DividendA consolidated subsidiary of AIT Corporation (the "Company"), AIT INTERNATIONAL LOGISTICS (SHANGHAI) CO.,LTD., as resolved at a meeting of its Board of Directors held June 19, 2026 to distribute dividends of 78.5 million RMB from retained earnings, and the Company will receive such dividends from the aforementioned consolidated subsidiary. Scheduled date of receipt is July 2026.Declared Dividend • Jun 12Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 28th August 2026 Payment date: 28th October 2026 Dividend yield will be 4.9%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.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.収支内訳AIT 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:9381 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費28 Feb 2658,3993,1756,095030 Nov 2557,8703,0816,059031 Aug 2557,7263,1656,032031 May 2557,4973,1566,019028 Feb 2555,6383,0476,021030 Nov 2453,8193,0006,011031 Aug 2452,2322,9545,986031 May 2451,0612,9845,954029 Feb 2451,4002,9895,890030 Nov 2353,2732,8955,835031 Aug 2359,0433,3565,847031 May 2365,3763,6405,878028 Feb 2369,4633,6845,953030 Nov 2271,3383,6396,146031 Aug 2268,7043,2666,135031 May 2263,7212,6606,080028 Feb 2259,9312,3676,096030 Nov 2156,4382,4405,905031 Aug 2151,1871,9905,895031 May 2148,2391,9035,863028 Feb 2145,7971,7325,898030 Nov 2043,6161,4156,075031 Aug 2044,1331,4176,256031 May 2044,8401,4296,451029 Feb 2045,0031,3256,570030 Nov 1941,7731,4196,020031 Aug 1937,2311,2645,428031 May 1932,7891,2154,856028 Feb 1927,7831,1674,173030 Nov 1827,4201,2114,056031 Aug 1826,1861,1113,975031 May 1825,3331,0123,912028 Feb 1825,1141,1003,863030 Nov 1724,0811,0373,841031 Aug 1723,0551,0283,756031 May 1722,2051,0423,670028 Feb 1721,2639813,605030 Nov 1621,0229843,580031 Aug 1621,0971,0833,576031 May 1621,1421,0623,603029 Feb 1621,1461,0423,604030 Nov 1521,7221,1113,567031 Aug 1521,9641,0773,4860質の高い収益: 9381は 高品質の収益 を持っています。利益率の向上: 9381の現在の純利益率 (5.4%)は、昨年(5.5%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 9381の収益は過去 5 年間で年間7.1%増加しました。成長の加速: 9381の過去 1 年間の収益成長率 ( 4.2% ) は、5 年間の平均 ( 年間7.1%を下回っています。収益対業界: 9381の過去 1 年間の収益成長率 ( 4.2% ) はLogistics業界4.2%を上回りました。株主資本利益率高いROE: 9381の 自己資本利益率 ( 15.8% ) 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7D1Y7D1Y7D1YTransportation 、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2026/07/11 06:00終値2026/07/10 00:00収益2026/02/28年間収益2026/02/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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 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
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 • 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
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 • Jun 20Ait Corporation's Subsidiary Ait International Logistics (Shanghai) Co.,Ltd Declares DividendA consolidated subsidiary of AIT Corporation (the "Company"), AIT INTERNATIONAL LOGISTICS (SHANGHAI) CO.,LTD., as resolved at a meeting of its Board of Directors held June 19, 2026 to distribute dividends of 78.5 million RMB from retained earnings, and the Company will receive such dividends from the aforementioned consolidated subsidiary. Scheduled date of receipt is July 2026.
Declared Dividend • Jun 12Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 28th August 2026 Payment date: 28th October 2026 Dividend yield will be 4.9%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
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.