ARE Holdings 향후 성장

Future 기준 점검 2/6

ARE Holdings은 연간 수입과 매출이 각각 7.8%와 5.1% 증가할 것으로 예상되고 EPS는 연간 7.8%만큼 증가할 것으로 예상됩니다.

핵심 정보

7.8%

이익 성장률

7.82%

EPS 성장률

Metals and Mining 이익 성장	20.0%
매출 성장률	5.1%
향후 자기자본이익률	n/a
애널리스트 커버리지	Low
마지막 업데이트	05 Nov 2025

최근 향후 성장 업데이트

Revenue Beat: ARE Holdings, Inc. Exceeded Revenue Forecasts By 25% And Analysts Are Updating Their Estimates

Aug 03

Earnings Update: ARE Holdings, Inc. (TSE:5857) Just Reported Its Annual Results And Analysts Are Updating Their Forecasts

Apr 29

Recent updates

New Forecasts: Here's What Analysts Think The Future Holds For ARE Holdings, Inc. (TSE:5857)

Aug 04

Revenue Beat: ARE Holdings, Inc. Exceeded Revenue Forecasts By 25% And Analysts Are Updating Their Estimates

Aug 03

ARE Holdings (TSE:5857) Has Announced A Dividend Of ¥40.00

Jul 23

ARE Holdings (TSE:5857) Is Due To Pay A Dividend Of ¥40.00

Jul 09

We Think ARE Holdings' (TSE:5857) Profit Is Only A Baseline For What They Can Achieve

Jun 25

Earnings Update: ARE Holdings, Inc. (TSE:5857) Just Reported Its Annual Results And Analysts Are Updating Their Forecasts

Apr 29

Here's Why ARE Holdings (TSE:5857) Can Manage Its Debt Responsibly

Mar 06

ARE Holdings (TSE:5857) Is Due To Pay A Dividend Of ¥40.00

Feb 13

ARE Holdings (TSE:5857) Has Announced A Dividend Of ¥40.00

Jan 29

ARE Holdings (TSE:5857) Has Announced A Dividend Of ¥40.00

Jan 13

ARE Holdings (TSE:5857) Has Announced A Dividend Of ¥40.00

Dec 30

ARE Holdings (TSE:5857) Will Pay A Dividend Of ¥40.00

Dec 13

Why ARE Holdings' (TSE:5857) Earnings Are Better Than They Seem

Nov 26

ARE Holdings (TSE:5857) Will Pay A Dividend Of ¥40.00

Nov 17

ARE Holdings' (TSE:5857) Dividend Will Be ¥45.00

Mar 28

ARE Holdings (TSE:5857) Will Pay A Dividend Of ¥45.00

Mar 13

ARE Holdings (TSE:5857) Has Affirmed Its Dividend Of ¥45.00

Feb 28

이익 및 매출 성장 예측

TSE:5857 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
3/31/2028	570,000	23,000	N/A	N/A	1
3/31/2027	548,500	22,850	N/A	N/A	2
3/31/2026	519,000	22,100	N/A	N/A	2
9/30/2025	504,093	18,564	-55,833	-45,564	N/A
6/30/2025	551,031	14,761	4,535	14,694	N/A
3/31/2025	506,211	14,319	6,963	14,685	N/A
12/31/2024	471,915	14,429	27,598	35,239	N/A
9/30/2024	410,714	9,858	3,811	13,365	N/A
6/30/2024	351,971	9,682	2,143	10,113	N/A
3/31/2024	322,253	8,513	4,204	12,621	N/A
12/31/2023	321,754	7,852	14,473	21,586	N/A
9/30/2023	311,692	8,895	37,764	42,711	N/A
6/30/2023	299,223	9,057	36,420	41,114	N/A
3/31/2023	292,449	10,929	31,624	36,754	N/A
12/31/2022	253,782	15,342	-3,921	3,582	N/A
9/30/2022	228,234	16,375	1,894	9,576	N/A
6/30/2022	201,767	18,161	4,300	12,962	N/A
3/31/2022	192,442	18,735	2,346	11,103	N/A
12/31/2021	189,230	27,331	-13,661	-7,611	N/A
9/30/2021	182,511	27,145	-31,309	-23,745	N/A
6/30/2021	175,994	26,935	-40,309	-34,107	N/A
3/31/2021	164,776	25,725	-38,773	-33,353	N/A
12/31/2020	156,488	15,838	-21,316	-15,256	N/A
9/30/2020	153,703	15,465	-20,387	-16,302	N/A
6/30/2020	140,800	13,016	-69,592	-65,381	N/A
3/31/2020	135,563	11,419	-64,452	-60,318	N/A
12/31/2019	136,483	10,269	-60,618	-54,380	N/A
9/30/2019	129,275	8,646	-79,247	-73,246	N/A
6/30/2019	130,724	8,662	N/A	-16,647	N/A
3/31/2019	128,669	9,000	N/A	-20,648	N/A
12/31/2018	118,894	8,370	N/A	-28,407	N/A
9/30/2018	118,688	9,674	N/A	-12,788	N/A
6/30/2018	115,235	9,446	N/A	-17,899	N/A
3/31/2018	115,797	9,416	N/A	-13,397	N/A
12/31/2017	116,572	529	N/A	-1,043	N/A
9/30/2017	112,626	-911	N/A	6,944	N/A
6/30/2017	111,504	-749	N/A	5,817	N/A
3/31/2017	106,828	-1,213	N/A	3,319	N/A
12/31/2016	106,096	6,493	N/A	N/A	N/A
9/30/2016	108,518	6,260	N/A	10,516	N/A
6/30/2016	114,663	5,472	N/A	N/A	N/A
3/31/2016	118,473	5,031	N/A	14,289	N/A
12/31/2015	122,023	5,325	N/A	N/A	N/A
9/30/2015	121,431	5,617	N/A	9,673	N/A
6/30/2015	119,812	5,825	N/A	N/A	N/A
3/31/2015	111,417	5,774	N/A	9,419	N/A
12/31/2014	103,824	5,856	N/A	N/A	N/A

애널리스트 향후 성장 전망

수입 대 저축률: 5857 의 연간 예상 수익 증가율(7.8%)이 saving rate(0.6%)보다 높습니다.

수익 vs 시장: 5857 의 연간 수익(7.8%)이 JP 시장(8.1%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: 5857 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: 5857 의 수익(연간 5.1%)이 JP 시장(연간 4.5%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: 5857 의 수익(연간 5.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: 5857의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2025/11/24 08:11
종가	2025/11/21 00:00
수익	2025/09/30
연간 수익	2025/03/31

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	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 양식 8-K

^* 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 모델의 세부 정보는 당사의 Github 페이지에서 확인할 수 있으며, 보고서 활용 방법에 대한 가이드와 Youtube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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분석가 소스

ARE Holdings, Inc.는 7명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Jiro Kojima	Daiwa Securities Co. Ltd.
Takashi Watanabe	Goldman Sachs
Koichi Hariya	Ichiyoshi Research Institute Inc.

ARE Holdings 향후 성장

Future 기준 점검 2/6

핵심 정보

최근 향후 성장 업데이트

Consensus EPS estimates increase by 38%

Consensus revenue estimates increase by 10%

Revenue Beat: ARE Holdings, Inc. Exceeded Revenue Forecasts By 25% And Analysts Are Updating Their Estimates

Price target increased by 14% to JP¥2,500

Earnings Update: ARE Holdings, Inc. (TSE:5857) Just Reported Its Annual Results And Analysts Are Updating Their Forecasts

Consensus EPS estimates increase by 15%

Recent updates

ARE Holdings (TSE:5857) Will Pay A Dividend Of ¥60.00

First half dividend of JP¥60.00 announced

Consensus EPS estimates increase by 38%

Second quarter 2026 earnings released: EPS: JP¥94.10 (vs JP¥44.58 in 2Q 2025)

ARE Holdings, Inc.'s (TSE:5857) Subdued P/E Might Signal An Opportunity

ARE Holdings (TSE:5857) Is Due To Pay A Dividend Of ¥40.00

Upcoming dividend of JP¥40.00 per share

ARE Holdings (TSE:5857) Will Pay A Dividend Of ¥40.00

Consensus revenue estimates increase by 10%

New Forecasts: Here's What Analysts Think The Future Holds For ARE Holdings, Inc. (TSE:5857)

ARE Holdings, Inc. to Report Q2, 2026 Results on Oct 29, 2025

Revenue Beat: ARE Holdings, Inc. Exceeded Revenue Forecasts By 25% And Analysts Are Updating Their Estimates

First quarter 2026 earnings released: EPS: JP¥47.50 (vs JP¥41.83 in 1Q 2025)

ARE Holdings (TSE:5857) Has Announced A Dividend Of ¥40.00

ARE Holdings (TSE:5857) Is Due To Pay A Dividend Of ¥40.00

Final dividend of JP¥40.00 announced

We Think ARE Holdings' (TSE:5857) Profit Is Only A Baseline For What They Can Achieve

Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

Now 20% overvalued

Now 20% overvalued

ARE Holdings, Inc. to Report Q1, 2026 Results on Jul 30, 2025

Price target increased by 14% to JP¥2,500

Earnings Update: ARE Holdings, Inc. (TSE:5857) Just Reported Its Annual Results And Analysts Are Updating Their Forecasts

Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

ARE Holdings, Inc., Annual General Meeting, Jun 17, 2025

Investor sentiment deteriorates as stock falls 18%

Upcoming dividend of JP¥40.00 per share

Here's Why ARE Holdings (TSE:5857) Can Manage Its Debt Responsibly

ARE Holdings (TSE:5857) Is Due To Pay A Dividend Of ¥40.00

ARE Holdings, Inc. to Report Fiscal Year 2025 Results on Apr 25, 2025

Consensus EPS estimates increase by 15%

Third quarter 2025 earnings released: EPS: JP¥62.40 (vs JP¥23.97 in 3Q 2024)

ARE Holdings (TSE:5857) Has Announced A Dividend Of ¥40.00

ARE Holdings, Inc. Provides Dividend Guidance for the Year Ending March 31, 2025

ARE Holdings (TSE:5857) Has Announced A Dividend Of ¥40.00

ARE Holdings (TSE:5857) Has Announced A Dividend Of ¥40.00

ARE Holdings (TSE:5857) Will Pay A Dividend Of ¥40.00

ARE Holdings, Inc. to Report Q3, 2025 Results on Jan 29, 2025

Why ARE Holdings' (TSE:5857) Earnings Are Better Than They Seem

ARE Holdings (TSE:5857) Will Pay A Dividend Of ¥40.00

First half dividend of JP¥40.00 announced

Second quarter 2025 earnings released: EPS: JP¥44.58 (vs JP¥37.36 in 2Q 2024)

Upcoming dividend of JP¥40.00 per share

ARE Holdings, Inc. to Report Q2, 2025 Results on Oct 30, 2024

First quarter 2025 earnings released: EPS: JP¥41.83 (vs JP¥31.26 in 1Q 2024)

Final dividend of JP¥40.00 announced

Full year 2024 earnings: EPS and revenues exceed analyst expectations

Full year 2024 earnings: EPS and revenues exceed analyst expectations

ARE Holdings, Inc., Annual General Meeting, Jun 18, 2024

Renatus Co.,Ltd completed the acquisition of Japan Waste Corporation from ARE Holdings, Inc. (TSE:5857)

ARE Holdings' (TSE:5857) Dividend Will Be ¥45.00

ARE Holdings, Inc. Announces Change of Corporate Officers, as of April 1,2024

Upcoming dividend of JP¥45.00 per share

ARE Holdings (TSE:5857) Will Pay A Dividend Of ¥45.00

ARE Holdings, Inc. to Report Fiscal Year 2024 Results on Apr 25, 2024

ARE Holdings, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending in March 2024

ARE Holdings (TSE:5857) Has Affirmed Its Dividend Of ¥45.00

Third quarter 2024 earnings released: EPS: JP¥23.98 (vs JP¥37.59 in 3Q 2023)

Asahi Holdings, Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024

ARE Holdings, Inc. to Report Q3, 2024 Results on Jan 31, 2024

Second quarter 2024 earnings released: EPS: JP¥37.36 (vs JP¥38.93 in 2Q 2023)

Consensus revenue estimates increase by 12%, EPS downgraded

Upcoming dividend of JP¥45.00 per share at 4.6% yield

ARE Holdings, Inc. to Report Q2, 2024 Results on Oct 26, 2023

New major risk - Financial position

First quarter 2024 earnings released: EPS: JP¥31.26 (vs JP¥54.27 in 1Q 2023)

Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Asahi Holdings, Inc. to Report Q1, 2024 Results on Jul 27, 2023

Asahi Holdings, Inc. Announces Notice on the Change of Directors