View Future GrowthLedaxLtd 과거 순이익 실적과거 기준 점검 2/6LedaxLtd의 수입은 연평균 -8.6%의 비율로 감소해 온 반면, Specialty Retail 산업은 수입이 연평균 9.1% 증가했습니다. 매출은 연평균 3%의 비율로 증가해 왔습니다. LedaxLtd의 자기자본이익률은 2.5%이고 순이익률은 0.6%입니다.핵심 정보-8.59%순이익 성장률-8.57%주당순이익(EPS) 성장률Specialty Retail 산업 성장률11.17%매출 성장률2.99%자기자본이익률2.55%순이익률0.57%다음 순이익 업데이트12 Aug 2026최근 과거 실적 업데이트공시 • Jun 01Ledax Co.,Ltd. to Report Q1, 2027 Results on Aug 12, 2026Ledax Co.,Ltd. announced that they will report Q1, 2027 results on Aug 12, 2026분석 기사 • May 20We Think That There Are Some Issues For LedaxLtd (TSE:7602) Beyond Its Promising EarningsThe stock price didn't jump after Ledax Co.,Ltd. ( TSE:7602 ) posted decent earnings last week. We did some digging and...Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥8.20 (vs JP¥9.02 loss in FY 2025)Full year 2026 results: EPS: JP¥8.20 (up from JP¥9.02 loss in FY 2025). Revenue: JP¥19.8b (flat on FY 2025). Net income: JP¥170.0m (up JP¥357.0m from FY 2025). Profit margin: 0.9% (up from net loss in FY 2025). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.공시 • May 10Ledax Co.,Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Ledax Co.,Ltd. announced that they will report fiscal year 2026 results on May 13, 2026Reported Earnings • Feb 11Third quarter 2026 earnings released: JP¥4.15 loss per share (vs JP¥2.07 loss in 3Q 2025)Third quarter 2026 results: JP¥4.15 loss per share (further deteriorated from JP¥2.07 loss in 3Q 2025). Revenue: JP¥4.72b (down 1.6% from 3Q 2025). Net loss: JP¥86.0m (loss widened 100% from 3Q 2025). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.공시 • Nov 29Ledax Co.,Ltd. to Report Q3, 2026 Results on Feb 10, 2026Ledax Co.,Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026모든 업데이트 보기Recent updatesNew Risk • Jul 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥3.96b market cap, or US$24.5m).Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 35%After last week's 35% share price gain to JP¥191, the stock trades at a trailing P/E ratio of 35x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total loss to shareholders of 1.1% over the past three years.공시 • Jun 01Ledax Co.,Ltd. to Report Q1, 2027 Results on Aug 12, 2026Ledax Co.,Ltd. announced that they will report Q1, 2027 results on Aug 12, 2026분석 기사 • May 20We Think That There Are Some Issues For LedaxLtd (TSE:7602) Beyond Its Promising EarningsThe stock price didn't jump after Ledax Co.,Ltd. ( TSE:7602 ) posted decent earnings last week. We did some digging and...Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥153, the stock trades at a trailing P/E ratio of 18.7x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total loss to shareholders of 20% over the past three years.Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥8.20 (vs JP¥9.02 loss in FY 2025)Full year 2026 results: EPS: JP¥8.20 (up from JP¥9.02 loss in FY 2025). Revenue: JP¥19.8b (flat on FY 2025). Net income: JP¥170.0m (up JP¥357.0m from FY 2025). Profit margin: 0.9% (up from net loss in FY 2025). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.공시 • May 14Ledax Co.,Ltd., Annual General Meeting, Jun 24, 2026Ledax Co.,Ltd., Annual General Meeting, Jun 24, 2026.New Risk • May 14New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 104% The company is paying a dividend despite having no free cash flows. Dividend yield: 1.8% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 104% Paying a dividend despite having no free cash flows. Earnings have declined by 22% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Market cap is less than US$100m (JP¥4.10b market cap, or US$26.0m).공시 • May 10Ledax Co.,Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Ledax Co.,Ltd. announced that they will report fiscal year 2026 results on May 13, 2026Reported Earnings • Feb 11Third quarter 2026 earnings released: JP¥4.15 loss per share (vs JP¥2.07 loss in 3Q 2025)Third quarter 2026 results: JP¥4.15 loss per share (further deteriorated from JP¥2.07 loss in 3Q 2025). Revenue: JP¥4.72b (down 1.6% from 3Q 2025). Net loss: JP¥86.0m (loss widened 100% from 3Q 2025). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.분석 기사 • Dec 23Subdued Growth No Barrier To Ledax Co.,Ltd. (TSE:7602) With Shares Advancing 40%Ledax Co.,Ltd. ( TSE:7602 ) shareholders have had their patience rewarded with a 40% share price jump in the last...분석 기사 • Dec 22Is LedaxLtd (TSE:7602) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Dec 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 24% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥3.73b market cap, or US$23.7m).공시 • Nov 29Ledax Co.,Ltd. to Report Q3, 2026 Results on Feb 10, 2026Ledax Co.,Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥4.05 (vs JP¥0.39 in 2Q 2025)Second quarter 2026 results: EPS: JP¥4.05 (up from JP¥0.39 in 2Q 2025). Revenue: JP¥5.08b (flat on 2Q 2025). Net income: JP¥84.0m (up JP¥76.0m from 2Q 2025). Profit margin: 1.7% (up from 0.2% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Board Change • Oct 17Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Outside Director Kasai Manabu was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Sep 01Ledax Co.,Ltd. to Report Q2, 2026 Results on Nov 12, 2025Ledax Co.,Ltd. announced that they will report Q2, 2026 results on Nov 12, 2025Reported Earnings • Aug 15First quarter 2026 earnings released: JP¥8.15 loss per share (vs JP¥2.65 loss in 1Q 2025)First quarter 2026 results: JP¥8.15 loss per share (further deteriorated from JP¥2.65 loss in 1Q 2025). Revenue: JP¥4.20b (down 9.5% from 1Q 2025). Net loss: JP¥169.0m (loss widened 207% from 1Q 2025). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.공시 • Jun 03Ledax Co.,Ltd. to Report Q1, 2026 Results on Aug 13, 2025Ledax Co.,Ltd. announced that they will report Q1, 2026 results on Aug 13, 2025New Risk • Jun 01New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 104% The company is paying a dividend despite having no free cash flows. Dividend yield: 2.3% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 104% Paying a dividend despite having no free cash flows. Earnings have declined by 30% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥2.69b market cap, or US$18.7m).Reported Earnings • May 18Full year 2025 earnings released: JP¥9.02 loss per share (vs JP¥3.52 profit in FY 2024)Full year 2025 results: JP¥9.02 loss per share (down from JP¥3.52 profit in FY 2024). Revenue: JP¥20.0b (up 5.0% from FY 2024). Net loss: JP¥187.0m (down 356% from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.공시 • May 14Ledax Co.,Ltd., Annual General Meeting, Jun 26, 2025Ledax Co.,Ltd., Annual General Meeting, Jun 26, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.5%).공시 • Mar 11Ledax Co.,Ltd. to Report Fiscal Year 2025 Results on May 14, 2025Ledax Co.,Ltd. announced that they will report fiscal year 2025 results on May 14, 2025Reported Earnings • Feb 14Third quarter 2025 earnings released: JP¥2.07 loss per share (vs JP¥3.57 loss in 3Q 2024)Third quarter 2025 results: JP¥2.07 loss per share (improved from JP¥3.57 loss in 3Q 2024). Revenue: JP¥4.80b (up 11% from 3Q 2024). Net loss: JP¥43.0m (loss narrowed 42% from 3Q 2024). Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (JP¥2.88b market cap, or US$18.3m).공시 • Dec 04Ledax Co.,Ltd. to Report Q3, 2025 Results on Feb 12, 2025Ledax Co.,Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: JP¥0.39 (vs JP¥4.39 in 2Q 2024)Second quarter 2025 results: EPS: JP¥0.39 (down from JP¥4.39 in 2Q 2024). Revenue: JP¥5.12b (up 14% from 2Q 2024). Net income: JP¥8.00m (down 91% from 2Q 2024). Profit margin: 0.2% (down from 2.0% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.New Risk • Nov 16New major risk - Revenue and earnings growthEarnings have declined by 31% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 31% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥3.15b market cap, or US$20.4m).공시 • Aug 29Carchs Holdings Co., Ltd. to Report Q2, 2025 Results on Nov 13, 2024Carchs Holdings Co., Ltd. announced that they will report Q2, 2025 results on Nov 13, 2024Reported Earnings • Aug 11First quarter 2025 earnings released: JP¥2.65 loss per share (vs JP¥2.61 loss in 1Q 2024)First quarter 2025 results: JP¥2.65 loss per share (further deteriorated from JP¥2.61 loss in 1Q 2024). Revenue: JP¥4.64b (up 8.0% from 1Q 2024). Net loss: JP¥55.0m (loss widened 1.9% from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.분석 기사 • Aug 06Getting In Cheap On Carchs Holdings Co., Ltd. (TSE:7602) Might Be DifficultWith a median price-to-sales (or "P/S") ratio of close to 0.3x in the Specialty Retail industry in Japan, you could be...공시 • Jun 02Carchs Holdings Co., Ltd. to Report Q1, 2025 Results on Aug 07, 2024Carchs Holdings Co., Ltd. announced that they will report Q1, 2025 results on Aug 07, 2024Reported Earnings • May 21Full year 2024 earnings released: EPS: JP¥3.52 (vs JP¥24.83 loss in FY 2023)Full year 2024 results: EPS: JP¥3.52 (up from JP¥24.83 loss in FY 2023). Revenue: JP¥19.1b (flat on FY 2023). Net income: JP¥73.0m (up JP¥587.0m from FY 2023). Profit margin: 0.4% (up from net loss in FY 2023). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.공시 • May 17Carchs Holdings Co., Ltd., Annual General Meeting, Jun 26, 2024Carchs Holdings Co., Ltd., Annual General Meeting, Jun 26, 2024.공시 • Mar 02Carchs Holdings Co., Ltd. to Report Fiscal Year 2024 Results on May 08, 2024Carchs Holdings Co., Ltd. announced that they will report fiscal year 2024 results on May 08, 2024Reported Earnings • Feb 17Third quarter 2024 earnings released: JP¥3.57 loss per share (vs JP¥8.84 loss in 3Q 2023)Third quarter 2024 results: JP¥3.57 loss per share (improved from JP¥8.84 loss in 3Q 2023). Revenue: JP¥4.34b (up 11% from 3Q 2023). Net loss: JP¥74.0m (loss narrowed 60% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.공시 • Nov 29Carchs Holdings Co., Ltd. to Report Q3, 2024 Results on Feb 14, 2024Carchs Holdings Co., Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥4.39 (vs JP¥3.29 in 2Q 2023)Second quarter 2024 results: EPS: JP¥4.39 (up from JP¥3.29 in 2Q 2023). Revenue: JP¥4.51b (down 16% from 2Q 2023). Net income: JP¥91.0m (up 34% from 2Q 2023). Profit margin: 2.0% (up from 1.3% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.공시 • Aug 27Carchs Holdings Co., Ltd. to Report Q2, 2024 Results on Nov 08, 2023Carchs Holdings Co., Ltd. announced that they will report Q2, 2024 results on Nov 08, 2023Reported Earnings • Aug 14First quarter 2024 earnings released: JP¥2.61 loss per share (vs JP¥7.26 loss in 1Q 2023)First quarter 2024 results: JP¥2.61 loss per share (improved from JP¥7.26 loss in 1Q 2023). Revenue: JP¥4.30b (up 4.0% from 1Q 2023). Net loss: JP¥54.0m (loss narrowed 64% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.공시 • May 28Carchs Holdings Co., Ltd. to Report Q1, 2024 Results on Aug 09, 2023Carchs Holdings Co., Ltd. announced that they will report Q1, 2024 results on Aug 09, 2023공시 • May 13Carchs Holdings Co., Ltd., Annual General Meeting, Jun 22, 2023Carchs Holdings Co., Ltd., Annual General Meeting, Jun 22, 2023.Reported Earnings • May 12Full year 2023 earnings released: JP¥25.41 loss per share (vs JP¥14.18 loss in FY 2022)Full year 2023 results: JP¥25.41 loss per share (further deteriorated from JP¥14.18 loss in FY 2022). Revenue: JP¥19.1b (up 3.7% from FY 2022). Net loss: JP¥526.0m (loss widened 80% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 09Third quarter 2023 earnings released: JP¥8.84 loss per share (vs JP¥3.68 loss in 3Q 2022)Third quarter 2023 results: JP¥8.84 loss per share (further deteriorated from JP¥3.68 loss in 3Q 2022). Revenue: JP¥3.91b (down 4.2% from 3Q 2022). Net loss: JP¥183.0m (loss widened 141% from 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.Board Change • Nov 29Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Kasai Manabu was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Nov 27Carchs Holdings Co., Ltd. to Report Q3, 2023 Results on Feb 08, 2023Carchs Holdings Co., Ltd. announced that they will report Q3, 2023 results on Feb 08, 2023Reported Earnings • Nov 19Second quarter 2023 earnings released: EPS: JP¥3.29 (vs JP¥1.40 in 2Q 2022)Second quarter 2023 results: EPS: JP¥3.29 (up from JP¥1.40 in 2Q 2022). Revenue: JP¥5.35b (up 26% from 2Q 2022). Net income: JP¥68.0m (up 135% from 2Q 2022). Profit margin: 1.3% (up from 0.7% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: JP¥3.29 (vs JP¥1.40 in 2Q 2022)Second quarter 2023 results: EPS: JP¥3.29 (up from JP¥1.40 in 2Q 2022). Revenue: JP¥5.35b (up 26% from 2Q 2022). Net income: JP¥68.0m (up 135% from 2Q 2022). Profit margin: 1.3% (up from 0.7% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.공시 • Aug 31Carchs Holdings Co., Ltd. to Report Q2, 2023 Results on Nov 09, 2022Carchs Holdings Co., Ltd. announced that they will report Q2, 2023 results on Nov 09, 2022Reported Earnings • Aug 12First quarter 2023 earnings released: JP¥7.26 loss per share (vs JP¥4.11 loss in 1Q 2022)First quarter 2023 results: JP¥7.26 loss per share (down from JP¥4.11 loss in 1Q 2022). Revenue: JP¥4.13b (up 8.6% from 1Q 2022). Net loss: JP¥150.0m (loss widened 77% from 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.공시 • May 29Carchs Holdings Co., Ltd. to Report Q1, 2023 Results on Aug 03, 2022Carchs Holdings Co., Ltd. announced that they will report Q1, 2023 results on Aug 03, 2022Reported Earnings • May 16Full year 2022 earnings released: JP¥14.18 loss per share (vs JP¥7.60 profit in FY 2021)Full year 2022 results: JP¥14.18 loss per share (down from JP¥7.60 profit in FY 2021). Revenue: JP¥18.4b (up 15% from FY 2021). Net loss: JP¥293.0m (down 287% from profit in FY 2021). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공시 • May 14Carchs Holdings Co., Ltd., Annual General Meeting, Jun 23, 2022Carchs Holdings Co., Ltd., Annual General Meeting, Jun 23, 2022.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Manabu Kasai was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 08Carchs Holdings Co., Ltd. to Report Fiscal Year 2022 Results on May 11, 2022Carchs Holdings Co., Ltd. announced that they will report fiscal year 2022 results on May 11, 2022Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥3.68 loss per share (down from JP¥0.77 profit in 3Q 2021). Revenue: JP¥4.08b (up 6.9% from 3Q 2021). Net loss: JP¥76.0m (down JP¥92.0m from profit in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥1.40 (vs JP¥5.47 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥4.25b (up 1.1% from 2Q 2021). Net income: JP¥29.0m (down 74% from 2Q 2021). Profit margin: 0.7% (down from 2.7% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 11Investor sentiment deteriorated over the past weekAfter last week's 25% share price decline to JP¥257, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Negligible returns to shareholders over past three years.Reported Earnings • Aug 05First quarter 2022 earnings released: JP¥4.11 loss per share (vs JP¥7.69 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥3.80b (up 47% from 1Q 2021). Net loss: JP¥85.0m (loss narrowed 47% from 1Q 2021). Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥323, the stock trades at a trailing P/E ratio of 42.5x. Average trailing P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 29% over the past three years.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥7.60 (vs JP¥7.59 in FY 2020)The company reported a mediocre full year result with flat earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥16.0b (flat on FY 2020). Net income: JP¥157.0m (flat on FY 2020). Profit margin: 1.0% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공시 • Mar 04Carchs Holdings Co., Ltd. to Report Fiscal Year 2021 Results on May 12, 2021Carchs Holdings Co., Ltd. announced that they will report fiscal year 2021 results on May 12, 2021Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥0.77 (vs JP¥7.64 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.81b (up 32% from 3Q 2020). Net income: JP¥16.0m (up JP¥174.0m from 3Q 2020). Profit margin: 0.4% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Is New 90 Day High Low • Feb 03New 90-day high: JP¥268The company is up 4.0% from its price of JP¥257 on 05 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 10.0% over the same period.Is New 90 Day High Low • Dec 18New 90-day low: JP¥233The company is down 19% from its price of JP¥288 on 18 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 13% over the same period.공시 • Nov 29Carchs Holdings Co., Ltd. to Report Q3, 2021 Results on Feb 10, 2021Carchs Holdings Co., Ltd. announced that they will report Q3, 2021 results on Feb 10, 2021공시 • Aug 30Carchs Holdings Co., Ltd. to Report Q2, 2021 Results on Nov 11, 2020Carchs Holdings Co., Ltd. announced that they will report Q2, 2021 results on Nov 11, 2020매출 및 비용 세부 내역LedaxLtd가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:7602 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Mar 2619,8461133,120031 Dec 2519,473-2683,192030 Sep 2519,550-2253,186030 Jun 2519,592-3013,117031 Mar 2520,034-1873,102031 Dec 2420,481203,063030 Sep 2420,023-113,052030 Jun 2419,416723,045031 Mar 2419,072733,048031 Dec 2318,819-2863,079030 Sep 2318,384-3953,109030 Jun 2319,224-4183,174031 Mar 2319,058-5143,186031 Dec 2219,637-4263,116030 Sep 2219,807-3193,132030 Jun 2218,710-3583,122031 Mar 2218,383-2933,161031 Dec 2117,556553,230030 Sep 2117,2911473,268030 Jun 2117,2442313,287031 Mar 2116,0311573,267031 Dec 2014,8601843,219030 Sep 2013,937103,192030 Jun 2014,536523,204031 Mar 2015,9741563,307031 Dec 1917,082-1423,539030 Sep 1918,874-323,780030 Jun 1919,436-2054,078031 Mar 1920,525-3704,343031 Dec 1821,886-2244,521030 Sep 1822,671-2534,656030 Jun 1823,454-1274,764031 Mar 1824,440-1504,946031 Dec 1726,425-3065,127030 Sep 1728,408-3155,316030 Jun 1730,304-4105,619031 Mar 1731,587-3425,810031 Dec 1631,879-1715,944030 Sep 1632,176-1125,981030 Jun 1632,751705,918031 Mar 1633,7693445,850031 Dec 1534,6574265,839030 Sep 1534,0225365,7320양질의 수익: 7602는 ¥358.0M 규모의 큰 일회성 이익이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.이익 마진 증가: 7602는 과거에 흑자전환했습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 7602는 지난 5년 동안 흑자전환하며 연평균 -8.6%의 수익 성장을 기록했습니다.성장 가속화: 7602는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.수익 대 산업: 7602는 지난해 흑자전환하여 지난 해 수익 성장률을 Specialty Retail 업계(6.8%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: 7602의 자본 수익률(2.5%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YRetail 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/07 07:57종가2026/07/07 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 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.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 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 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Ledax Co.,Ltd.는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
공시 • Jun 01Ledax Co.,Ltd. to Report Q1, 2027 Results on Aug 12, 2026Ledax Co.,Ltd. announced that they will report Q1, 2027 results on Aug 12, 2026
분석 기사 • May 20We Think That There Are Some Issues For LedaxLtd (TSE:7602) Beyond Its Promising EarningsThe stock price didn't jump after Ledax Co.,Ltd. ( TSE:7602 ) posted decent earnings last week. We did some digging and...
Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥8.20 (vs JP¥9.02 loss in FY 2025)Full year 2026 results: EPS: JP¥8.20 (up from JP¥9.02 loss in FY 2025). Revenue: JP¥19.8b (flat on FY 2025). Net income: JP¥170.0m (up JP¥357.0m from FY 2025). Profit margin: 0.9% (up from net loss in FY 2025). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
공시 • May 10Ledax Co.,Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Ledax Co.,Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
Reported Earnings • Feb 11Third quarter 2026 earnings released: JP¥4.15 loss per share (vs JP¥2.07 loss in 3Q 2025)Third quarter 2026 results: JP¥4.15 loss per share (further deteriorated from JP¥2.07 loss in 3Q 2025). Revenue: JP¥4.72b (down 1.6% from 3Q 2025). Net loss: JP¥86.0m (loss widened 100% from 3Q 2025). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
공시 • Nov 29Ledax Co.,Ltd. to Report Q3, 2026 Results on Feb 10, 2026Ledax Co.,Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
New Risk • Jul 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥3.96b market cap, or US$24.5m).
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 35%After last week's 35% share price gain to JP¥191, the stock trades at a trailing P/E ratio of 35x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total loss to shareholders of 1.1% over the past three years.
공시 • Jun 01Ledax Co.,Ltd. to Report Q1, 2027 Results on Aug 12, 2026Ledax Co.,Ltd. announced that they will report Q1, 2027 results on Aug 12, 2026
분석 기사 • May 20We Think That There Are Some Issues For LedaxLtd (TSE:7602) Beyond Its Promising EarningsThe stock price didn't jump after Ledax Co.,Ltd. ( TSE:7602 ) posted decent earnings last week. We did some digging and...
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥153, the stock trades at a trailing P/E ratio of 18.7x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total loss to shareholders of 20% over the past three years.
Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥8.20 (vs JP¥9.02 loss in FY 2025)Full year 2026 results: EPS: JP¥8.20 (up from JP¥9.02 loss in FY 2025). Revenue: JP¥19.8b (flat on FY 2025). Net income: JP¥170.0m (up JP¥357.0m from FY 2025). Profit margin: 0.9% (up from net loss in FY 2025). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
공시 • May 14Ledax Co.,Ltd., Annual General Meeting, Jun 24, 2026Ledax Co.,Ltd., Annual General Meeting, Jun 24, 2026.
New Risk • May 14New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 104% The company is paying a dividend despite having no free cash flows. Dividend yield: 1.8% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 104% Paying a dividend despite having no free cash flows. Earnings have declined by 22% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Market cap is less than US$100m (JP¥4.10b market cap, or US$26.0m).
공시 • May 10Ledax Co.,Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Ledax Co.,Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
Reported Earnings • Feb 11Third quarter 2026 earnings released: JP¥4.15 loss per share (vs JP¥2.07 loss in 3Q 2025)Third quarter 2026 results: JP¥4.15 loss per share (further deteriorated from JP¥2.07 loss in 3Q 2025). Revenue: JP¥4.72b (down 1.6% from 3Q 2025). Net loss: JP¥86.0m (loss widened 100% from 3Q 2025). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
분석 기사 • Dec 23Subdued Growth No Barrier To Ledax Co.,Ltd. (TSE:7602) With Shares Advancing 40%Ledax Co.,Ltd. ( TSE:7602 ) shareholders have had their patience rewarded with a 40% share price jump in the last...
분석 기사 • Dec 22Is LedaxLtd (TSE:7602) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Dec 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 24% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥3.73b market cap, or US$23.7m).
공시 • Nov 29Ledax Co.,Ltd. to Report Q3, 2026 Results on Feb 10, 2026Ledax Co.,Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥4.05 (vs JP¥0.39 in 2Q 2025)Second quarter 2026 results: EPS: JP¥4.05 (up from JP¥0.39 in 2Q 2025). Revenue: JP¥5.08b (flat on 2Q 2025). Net income: JP¥84.0m (up JP¥76.0m from 2Q 2025). Profit margin: 1.7% (up from 0.2% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Board Change • Oct 17Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Outside Director Kasai Manabu was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Sep 01Ledax Co.,Ltd. to Report Q2, 2026 Results on Nov 12, 2025Ledax Co.,Ltd. announced that they will report Q2, 2026 results on Nov 12, 2025
Reported Earnings • Aug 15First quarter 2026 earnings released: JP¥8.15 loss per share (vs JP¥2.65 loss in 1Q 2025)First quarter 2026 results: JP¥8.15 loss per share (further deteriorated from JP¥2.65 loss in 1Q 2025). Revenue: JP¥4.20b (down 9.5% from 1Q 2025). Net loss: JP¥169.0m (loss widened 207% from 1Q 2025). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
공시 • Jun 03Ledax Co.,Ltd. to Report Q1, 2026 Results on Aug 13, 2025Ledax Co.,Ltd. announced that they will report Q1, 2026 results on Aug 13, 2025
New Risk • Jun 01New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 104% The company is paying a dividend despite having no free cash flows. Dividend yield: 2.3% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 104% Paying a dividend despite having no free cash flows. Earnings have declined by 30% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥2.69b market cap, or US$18.7m).
Reported Earnings • May 18Full year 2025 earnings released: JP¥9.02 loss per share (vs JP¥3.52 profit in FY 2024)Full year 2025 results: JP¥9.02 loss per share (down from JP¥3.52 profit in FY 2024). Revenue: JP¥20.0b (up 5.0% from FY 2024). Net loss: JP¥187.0m (down 356% from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
공시 • May 14Ledax Co.,Ltd., Annual General Meeting, Jun 26, 2025Ledax Co.,Ltd., Annual General Meeting, Jun 26, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.5%).
공시 • Mar 11Ledax Co.,Ltd. to Report Fiscal Year 2025 Results on May 14, 2025Ledax Co.,Ltd. announced that they will report fiscal year 2025 results on May 14, 2025
Reported Earnings • Feb 14Third quarter 2025 earnings released: JP¥2.07 loss per share (vs JP¥3.57 loss in 3Q 2024)Third quarter 2025 results: JP¥2.07 loss per share (improved from JP¥3.57 loss in 3Q 2024). Revenue: JP¥4.80b (up 11% from 3Q 2024). Net loss: JP¥43.0m (loss narrowed 42% from 3Q 2024). Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (JP¥2.88b market cap, or US$18.3m).
공시 • Dec 04Ledax Co.,Ltd. to Report Q3, 2025 Results on Feb 12, 2025Ledax Co.,Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025
Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: JP¥0.39 (vs JP¥4.39 in 2Q 2024)Second quarter 2025 results: EPS: JP¥0.39 (down from JP¥4.39 in 2Q 2024). Revenue: JP¥5.12b (up 14% from 2Q 2024). Net income: JP¥8.00m (down 91% from 2Q 2024). Profit margin: 0.2% (down from 2.0% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
New Risk • Nov 16New major risk - Revenue and earnings growthEarnings have declined by 31% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 31% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥3.15b market cap, or US$20.4m).
공시 • Aug 29Carchs Holdings Co., Ltd. to Report Q2, 2025 Results on Nov 13, 2024Carchs Holdings Co., Ltd. announced that they will report Q2, 2025 results on Nov 13, 2024
Reported Earnings • Aug 11First quarter 2025 earnings released: JP¥2.65 loss per share (vs JP¥2.61 loss in 1Q 2024)First quarter 2025 results: JP¥2.65 loss per share (further deteriorated from JP¥2.61 loss in 1Q 2024). Revenue: JP¥4.64b (up 8.0% from 1Q 2024). Net loss: JP¥55.0m (loss widened 1.9% from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
분석 기사 • Aug 06Getting In Cheap On Carchs Holdings Co., Ltd. (TSE:7602) Might Be DifficultWith a median price-to-sales (or "P/S") ratio of close to 0.3x in the Specialty Retail industry in Japan, you could be...
공시 • Jun 02Carchs Holdings Co., Ltd. to Report Q1, 2025 Results on Aug 07, 2024Carchs Holdings Co., Ltd. announced that they will report Q1, 2025 results on Aug 07, 2024
Reported Earnings • May 21Full year 2024 earnings released: EPS: JP¥3.52 (vs JP¥24.83 loss in FY 2023)Full year 2024 results: EPS: JP¥3.52 (up from JP¥24.83 loss in FY 2023). Revenue: JP¥19.1b (flat on FY 2023). Net income: JP¥73.0m (up JP¥587.0m from FY 2023). Profit margin: 0.4% (up from net loss in FY 2023). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
공시 • May 17Carchs Holdings Co., Ltd., Annual General Meeting, Jun 26, 2024Carchs Holdings Co., Ltd., Annual General Meeting, Jun 26, 2024.
공시 • Mar 02Carchs Holdings Co., Ltd. to Report Fiscal Year 2024 Results on May 08, 2024Carchs Holdings Co., Ltd. announced that they will report fiscal year 2024 results on May 08, 2024
Reported Earnings • Feb 17Third quarter 2024 earnings released: JP¥3.57 loss per share (vs JP¥8.84 loss in 3Q 2023)Third quarter 2024 results: JP¥3.57 loss per share (improved from JP¥8.84 loss in 3Q 2023). Revenue: JP¥4.34b (up 11% from 3Q 2023). Net loss: JP¥74.0m (loss narrowed 60% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
공시 • Nov 29Carchs Holdings Co., Ltd. to Report Q3, 2024 Results on Feb 14, 2024Carchs Holdings Co., Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥4.39 (vs JP¥3.29 in 2Q 2023)Second quarter 2024 results: EPS: JP¥4.39 (up from JP¥3.29 in 2Q 2023). Revenue: JP¥4.51b (down 16% from 2Q 2023). Net income: JP¥91.0m (up 34% from 2Q 2023). Profit margin: 2.0% (up from 1.3% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
공시 • Aug 27Carchs Holdings Co., Ltd. to Report Q2, 2024 Results on Nov 08, 2023Carchs Holdings Co., Ltd. announced that they will report Q2, 2024 results on Nov 08, 2023
Reported Earnings • Aug 14First quarter 2024 earnings released: JP¥2.61 loss per share (vs JP¥7.26 loss in 1Q 2023)First quarter 2024 results: JP¥2.61 loss per share (improved from JP¥7.26 loss in 1Q 2023). Revenue: JP¥4.30b (up 4.0% from 1Q 2023). Net loss: JP¥54.0m (loss narrowed 64% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.
공시 • May 28Carchs Holdings Co., Ltd. to Report Q1, 2024 Results on Aug 09, 2023Carchs Holdings Co., Ltd. announced that they will report Q1, 2024 results on Aug 09, 2023
공시 • May 13Carchs Holdings Co., Ltd., Annual General Meeting, Jun 22, 2023Carchs Holdings Co., Ltd., Annual General Meeting, Jun 22, 2023.
Reported Earnings • May 12Full year 2023 earnings released: JP¥25.41 loss per share (vs JP¥14.18 loss in FY 2022)Full year 2023 results: JP¥25.41 loss per share (further deteriorated from JP¥14.18 loss in FY 2022). Revenue: JP¥19.1b (up 3.7% from FY 2022). Net loss: JP¥526.0m (loss widened 80% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 09Third quarter 2023 earnings released: JP¥8.84 loss per share (vs JP¥3.68 loss in 3Q 2022)Third quarter 2023 results: JP¥8.84 loss per share (further deteriorated from JP¥3.68 loss in 3Q 2022). Revenue: JP¥3.91b (down 4.2% from 3Q 2022). Net loss: JP¥183.0m (loss widened 141% from 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
Board Change • Nov 29Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Kasai Manabu was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Nov 27Carchs Holdings Co., Ltd. to Report Q3, 2023 Results on Feb 08, 2023Carchs Holdings Co., Ltd. announced that they will report Q3, 2023 results on Feb 08, 2023
Reported Earnings • Nov 19Second quarter 2023 earnings released: EPS: JP¥3.29 (vs JP¥1.40 in 2Q 2022)Second quarter 2023 results: EPS: JP¥3.29 (up from JP¥1.40 in 2Q 2022). Revenue: JP¥5.35b (up 26% from 2Q 2022). Net income: JP¥68.0m (up 135% from 2Q 2022). Profit margin: 1.3% (up from 0.7% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: JP¥3.29 (vs JP¥1.40 in 2Q 2022)Second quarter 2023 results: EPS: JP¥3.29 (up from JP¥1.40 in 2Q 2022). Revenue: JP¥5.35b (up 26% from 2Q 2022). Net income: JP¥68.0m (up 135% from 2Q 2022). Profit margin: 1.3% (up from 0.7% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
공시 • Aug 31Carchs Holdings Co., Ltd. to Report Q2, 2023 Results on Nov 09, 2022Carchs Holdings Co., Ltd. announced that they will report Q2, 2023 results on Nov 09, 2022
Reported Earnings • Aug 12First quarter 2023 earnings released: JP¥7.26 loss per share (vs JP¥4.11 loss in 1Q 2022)First quarter 2023 results: JP¥7.26 loss per share (down from JP¥4.11 loss in 1Q 2022). Revenue: JP¥4.13b (up 8.6% from 1Q 2022). Net loss: JP¥150.0m (loss widened 77% from 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
공시 • May 29Carchs Holdings Co., Ltd. to Report Q1, 2023 Results on Aug 03, 2022Carchs Holdings Co., Ltd. announced that they will report Q1, 2023 results on Aug 03, 2022
Reported Earnings • May 16Full year 2022 earnings released: JP¥14.18 loss per share (vs JP¥7.60 profit in FY 2021)Full year 2022 results: JP¥14.18 loss per share (down from JP¥7.60 profit in FY 2021). Revenue: JP¥18.4b (up 15% from FY 2021). Net loss: JP¥293.0m (down 287% from profit in FY 2021). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공시 • May 14Carchs Holdings Co., Ltd., Annual General Meeting, Jun 23, 2022Carchs Holdings Co., Ltd., Annual General Meeting, Jun 23, 2022.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Manabu Kasai was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 08Carchs Holdings Co., Ltd. to Report Fiscal Year 2022 Results on May 11, 2022Carchs Holdings Co., Ltd. announced that they will report fiscal year 2022 results on May 11, 2022
Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥3.68 loss per share (down from JP¥0.77 profit in 3Q 2021). Revenue: JP¥4.08b (up 6.9% from 3Q 2021). Net loss: JP¥76.0m (down JP¥92.0m from profit in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥1.40 (vs JP¥5.47 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥4.25b (up 1.1% from 2Q 2021). Net income: JP¥29.0m (down 74% from 2Q 2021). Profit margin: 0.7% (down from 2.7% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment deteriorated over the past weekAfter last week's 25% share price decline to JP¥257, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Negligible returns to shareholders over past three years.
Reported Earnings • Aug 05First quarter 2022 earnings released: JP¥4.11 loss per share (vs JP¥7.69 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥3.80b (up 47% from 1Q 2021). Net loss: JP¥85.0m (loss narrowed 47% from 1Q 2021). Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥323, the stock trades at a trailing P/E ratio of 42.5x. Average trailing P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 29% over the past three years.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥7.60 (vs JP¥7.59 in FY 2020)The company reported a mediocre full year result with flat earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥16.0b (flat on FY 2020). Net income: JP¥157.0m (flat on FY 2020). Profit margin: 1.0% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공시 • Mar 04Carchs Holdings Co., Ltd. to Report Fiscal Year 2021 Results on May 12, 2021Carchs Holdings Co., Ltd. announced that they will report fiscal year 2021 results on May 12, 2021
Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥0.77 (vs JP¥7.64 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.81b (up 32% from 3Q 2020). Net income: JP¥16.0m (up JP¥174.0m from 3Q 2020). Profit margin: 0.4% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Is New 90 Day High Low • Feb 03New 90-day high: JP¥268The company is up 4.0% from its price of JP¥257 on 05 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 10.0% over the same period.
Is New 90 Day High Low • Dec 18New 90-day low: JP¥233The company is down 19% from its price of JP¥288 on 18 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 13% over the same period.
공시 • Nov 29Carchs Holdings Co., Ltd. to Report Q3, 2021 Results on Feb 10, 2021Carchs Holdings Co., Ltd. announced that they will report Q3, 2021 results on Feb 10, 2021
공시 • Aug 30Carchs Holdings Co., Ltd. to Report Q2, 2021 Results on Nov 11, 2020Carchs Holdings Co., Ltd. announced that they will report Q2, 2021 results on Nov 11, 2020