Aeon 과거 순이익 실적
과거 기준 점검 5/6
Aeon은 연평균 50.1%의 비율로 수입이 증가해 온 반면, Consumer Retailing 산업은 수입이 10.5% 증가했습니다. 매출은 연평균 4.6%의 비율로 증가했습니다. Aeon의 자기자본이익률은 5.6%이고 순이익률은 0.7%입니다.
핵심 정보
50.06%
순이익 성장률
49.54%
주당순이익(EPS) 성장률
| Consumer Retailing 산업 성장률 | 7.83% |
| 매출 성장률 | 4.56% |
| 자기자본이익률 | 5.65% |
| 순이익률 | 0.68% |
| 다음 순이익 업데이트 | 10 Jul 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • Jun 06
8267: Impairment Charges Will Keep Shares Overpriced Despite Consumer Sector Optimism
Analysts have adjusted their outlook on Aeon, revising the price target to ¥1,100. This reflects updated assumptions on the discount rate, revenue growth, profit margin, and future P/E following recent sector research.내러티브 업데이트 • May 21
8267: Impairment Charges And Share Consolidation Will Continue To Leave Shares Overpriced
Analysts have adjusted their price target on Aeon to ¥810 from ¥550, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and a higher future P/E multiple. What's in the News Aeon has scheduled a board meeting on April 8, 2026 to discuss the purpose and outline of a share consolidation and related matters (company announcement).
내러티브 업데이트 • May 01
8267: Dividend Outlook And Margin Improvement Will Drive Future Earnings Upside
Aeon’s analyst price target remains at ¥2,600. Analysts highlight updated assumptions for a higher discount rate, slightly softer revenue growth, improved profit margins, and a lower future P/E multiple as justification for keeping the target unchanged.분석 기사 • Apr 17
We Think Aeon's (TSE:8267) Profit Is Only A Baseline For What They Can Achieve
Even though Aeon Co., Ltd. ( TSE:8267 ) posted strong earnings, investors appeared to be underwhelmed. We have done...
내러티브 업데이트 • Apr 16
8267: Higher P/E And Impairment Charge Will Limit Upside Despite Dividend Plans
Analysts have reduced Aeon's fair value estimate from ¥1,862.5 to ¥1,832.5. This change reflects updated views on a slightly higher discount rate, more conservative assumptions for revenue growth and profit margins, and a revised future P/E of 59.97x. What's in the News Aeon issued consolidated earnings guidance for the fiscal year ending February 28, 2027, with expected operating revenue of ¥12,000,000 million, operating profit of ¥340,000 million, profit attributable to owners of the parent of ¥73,000 million, and basic EPS of ¥26.39 (company guidance).분석 기사 • Apr 11
Aeon Co., Ltd. Just Recorded A 11% EPS Beat: Here's What Analysts Are Forecasting Next
Shareholders might have noticed that Aeon Co., Ltd. ( TSE:8267 ) filed its yearly result this time last week. The early...내러티브 업데이트 • Apr 02
8267: Raised Guidance And Tsuruha Consolidation Will Continue To Leave Shares Overpriced
Aeon’s analyst price target has been revised to ¥550, with analysts pointing to updated assumptions around revenue growth, profit margin, discount rate and a lower implied future P/E as key drivers of the change in view. What's in the News Aeon held an Analyst/Investor Day, providing the market with additional detail on its plans and assumptions around future performance (Key Developments).내러티브 업데이트 • Mar 19
8267: Consolidation Of Tsuruha Will Drive Portfolio Reforms And Earnings Upside
The analyst price target for Aeon remains at ¥2,600. Analysts point to a slightly higher discount rate, softer assumed revenue growth and profit margins, and a higher future P/E multiple as offsetting factors that together support keeping the target unchanged.내러티브 업데이트 • Mar 04
8267: Higher P/E Assumptions Will Restrain Upside Despite Earnings Guidance Update
Aeon’s analyst price target has shifted from ¥1,814 to ¥1,863 as analysts factor in updated assumptions for the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Aeon held an Analyst/Investor Day, giving the market an updated view of its business plans and capital allocation priorities (Key Developments).내러티브 업데이트 • Feb 18
8267: Consolidation Of Tsuruha And Portfolio Reforms Will Shape Earnings Outlook
Analysts have adjusted their price target for Aeon to ¥2,600 from ¥4,800, reflecting updated assumptions around slightly lower discount rates, higher revenue growth, a higher profit margin, and a higher future P/E multiple. What's in the News Aeon revised its consolidated earnings guidance for the fiscal year ending February 28, 2026, now expecting operating revenue of ¥10,700,000 million and operating profit of ¥275,000 million, with net income attributable to owners of parent in a range of ¥60,000 million to ¥70,000 million and net income per share projected at ¥22.35 to ¥26.07, compared with prior net income guidance of ¥40,000 million and net income per share of ¥15.49 (Key Developments).내러티브 업데이트 • Feb 04
8267: Elevated Guidance And Tsuruha Consolidation Will Likely Leave Shares Overpriced
Aeon’s analyst price target has shifted from ¥223.02 to ¥550.00 as analysts now apply higher assumptions for revenue growth, profit margins, and future P/E multiples, while using a slightly lower discount rate. What's in the News Aeon raised its consolidated guidance for the fiscal year ending February 28, 2026.내러티브 업데이트 • Jan 21
8267: Tender Offer And Lower Future P/E Will Limit Upside
Aeon’s analyst price target has shifted modestly higher to US$1,814.29 from US$1,792.86 as analysts factor in updated assumptions for revenue growth, profit margins, the discount rate and a lower future P/E multiple. What's in the News Aeon revised its consolidated earnings guidance for the fiscal year ending February 28, 2026, and now expects operating revenue of ¥10.7b and operating profit of ¥275,000m.내러티브 업데이트 • Jan 07
8267: Tender Offer And High Future P/E Will Likely Limit Upside
Analysts have nudged their price target on Aeon slightly higher to reflect updated assumptions around discount rates, revenue growth, profit margins and future P/E. The revised valuation is now framed around a fair value of $1,792.86 per share.내러티브 업데이트 • Dec 23
8267: Rising Profit Margins Will Likely Fail To Offset Multiple Compression
Analysts have raised their price target on Aeon from approximately $1,630.95 to $1,792.86. This reflects improved profit margin assumptions and a lower expected future P E multiple, despite slightly softer long term revenue growth forecasts.내러티브 업데이트 • Dec 09
8267: Elevated Future P E Multiple Will Likely Pressure Share Returns
Analysts have nudged their price target on Aeon slightly higher to approximately $1,631 per share, reflecting modestly higher long term growth and profitability assumptions despite a marginally increased discount rate. What's in the News Aeon Co., Ltd.내러티브 업데이트 • Nov 25
8267: Rising P E Ratio Will Likely Intensify Downside Risks This Year
Narrative Update on Aeon: Analyst Price Target Revision Analysts have raised their price target for Aeon from $1,573.81 to $1,630.95. They cite modest adjustments in discount rates and projected growth assumptions as key factors behind the upward revision.내러티브 업데이트 • Nov 08
8267: Elevated P E Ratio Will Heighten Downside Risk in Coming Quarters
Narrative Update on Aeon: Analyst Price Target Revision Analysts have raised Aeon's fair value estimate from $1,392.86 to $1,573.81. They cite improvements in expected revenue growth and profit margins as factors supporting the higher forecast.내러티브 업데이트 • Oct 25
Aging Demographics And Digital Trends Will Shape Retail Profits Ahead
Analysts have raised Aeon's fair value estimate from $1,331 to $1,393. This change reflects increased revenue growth forecasts and improved profit margin expectations.내러티브 업데이트 • Oct 11
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Analysts have raised their price target for Aeon from $1,278.62 to $1,331.00. They cite improved profit margins, even though the revenue growth outlook is slightly tempered and the discount rate is incrementally higher.내러티브 업데이트 • Sep 27
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Aeon's improved net profit margin and a modest decline in its future P/E multiple have contributed to a slight upward revision of the consensus analyst price target from ¥1250 to ¥1279. What's in the News Aeon reported an extraordinary impairment loss of JPY 8,131 million for the three months ended May 31, 2025, significantly higher than JPY 979 million a year earlier.내러티브 업데이트 • Sep 12
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Aeon's consensus price target has been raised to ¥1250, primarily reflecting a modest expansion in its forward P/E multiple while net profit margin remains steady. What's in the News Aeon reported an extraordinary impairment loss of JPY 8,131 million for the three months ended May 31, 2025, significantly higher than JPY 979 million a year ago.내러티브 업데이트 • Aug 28
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Aeon's consensus price target has been sharply reduced, as a lower discount rate was outweighed by a higher future P/E, bringing fair value down significantly from ¥3664 to ¥1297. What's in the News Reported extraordinary impairment loss of JPY 8,131 million for the quarter, significantly higher than JPY 979 million a year earlier.
새로운 내러티브 • Jan 26
Climate Volatility Will Impact Retail Sales, But TOPVALU BESTPRICE Could Draw More Customers Ahead
Record high temperatures affecting retail segments may pressure future Aeon revenue growth due to sales pattern impacts.매출 및 비용 세부 내역
매출 및 비용 세부 내역
Aeon가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 28 Feb 26 | 10,715,342 | 72,677 | 3,277,566 | 0 |
| 30 Nov 25 | 10,413,704 | 35,299 | 3,011,168 | 0 |
| 31 Aug 25 | 10,325,412 | 27,343 | 3,211,360 | 0 |
| 31 May 25 | 10,252,557 | 18,865 | 2,989,898 | 0 |
| 28 Feb 25 | 10,134,877 | 28,783 | 3,173,914 | 0 |
| 30 Nov 24 | 9,998,278 | 10,666 | 2,941,227 | 0 |
| 31 Aug 24 | 9,841,657 | 26,862 | 3,084,509 | 0 |
| 31 May 24 | 9,677,975 | 32,089 | 3,017,394 | 0 |
| 29 Feb 24 | 9,553,557 | 44,692 | 2,967,286 | 0 |
| 30 Nov 23 | 9,420,892 | 43,422 | 2,932,038 | 0 |
| 31 Aug 23 | 9,340,974 | 26,661 | 2,897,962 | 0 |
| 31 May 23 | 9,238,394 | 19,737 | 2,860,272 | 0 |
| 28 Feb 23 | 9,116,823 | 21,381 | 2,811,272 | 0 |
| 30 Nov 22 | 8,987,176 | 11,778 | 2,779,897 | 0 |
| 31 Aug 22 | 8,858,222 | 19,954 | 2,719,260 | 0 |
| 31 May 22 | 8,765,969 | 20,875 | 2,672,672 | 0 |
| 28 Feb 22 | 8,715,957 | 6,504 | 2,639,913 | 0 |
| 30 Nov 21 | 8,661,939 | -17,390 | 2,619,983 | 0 |
| 31 Aug 21 | 8,678,297 | -8,880 | 2,606,919 | 0 |
| 31 May 21 | 8,680,847 | -12,050 | 2,585,708 | 0 |
| 28 Feb 21 | 8,603,910 | -71,024 | 2,574,696 | 0 |
| 30 Nov 20 | 8,609,740 | -29,409 | 2,572,646 | 0 |
| 31 Aug 20 | 8,584,524 | -34,509 | 2,589,724 | 0 |
| 31 May 20 | 8,564,136 | -22,793 | 2,612,140 | 0 |
| 29 Feb 20 | 8,604,207 | 26,838 | 2,630,356 | 0 |
| 30 Nov 19 | 8,565,856 | 16,664 | 2,666,239 | 0 |
| 31 Aug 19 | 8,542,029 | 16,868 | 2,651,227 | 0 |
| 31 May 19 | 8,529,931 | 12,737 | 2,641,322 | 0 |
| 28 Feb 19 | 8,518,215 | 23,637 | 2,630,711 | 0 |
| 30 Nov 18 | 8,522,805 | 29,556 | 2,631,415 | 0 |
| 31 Aug 18 | 8,487,810 | 30,864 | 2,621,113 | 0 |
| 31 May 18 | 8,426,531 | 27,401 | 2,598,988 | 0 |
| 28 Feb 18 | 8,390,012 | 24,522 | 2,580,953 | 0 |
| 30 Nov 17 | 8,316,856 | 24,107 | 2,560,389 | 0 |
| 31 Aug 17 | 8,266,911 | 20,845 | 2,539,897 | 0 |
| 31 May 17 | 8,232,117 | 21,188 | 2,527,683 | 0 |
| 28 Feb 17 | 8,210,145 | 11,255 | 2,515,905 | 0 |
| 30 Nov 16 | 8,240,543 | 6,226 | 2,533,065 | 0 |
| 31 Aug 16 | 8,213,680 | -1,493 | 2,517,650 | 0 |
| 31 May 16 | 8,203,457 | -5,266 | 2,502,618 | 0 |
| 29 Feb 16 | 8,176,732 | 6,008 | 2,479,414 | 0 |
| 30 Nov 15 | 8,037,582 | -4,769 | 2,460,407 | 0 |
| 31 Aug 15 | 7,721,915 | 42,177 | 2,367,941 | 0 |
양질의 수익: 8267는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: 8267의 현재 순 이익률 (0.7%)은 지난해 (0.3%)보다 높습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: 8267는 지난 5년 동안 흑자전환하며 연평균 50.1%의 수익 성장을 기록했습니다.
성장 가속화: 지난 1년간 8267 의 수익 증가율(152.5%)은 연간 평균(50.1%)을 초과합니다.
수익 대 산업: 8267의 지난 1년 수익 증가율(152.5%)은 Consumer Retailing 업계의 2.5%를 상회했습니다.
자기자본이익률
높은 ROE: 8267의 자본 수익률(5.6%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/12 02:55 |
| 종가 | 2026/06/12 00:00 |
| 수익 | 2026/02/28 |
| 연간 수익 | 2026/02/28 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Aeon Co., Ltd.는 19명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Ryota Himeno | Barclays |
| Yugo Shima | Bernstein |
| Hidehiko Aoki | BofA Global Research |