ANA Holdings (9202) 주식 개요는 자회사와 함께 일본 및 국제 항공 운송 서비스를 제공하고 있습니다. 자세히 보기9202 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장1/6과거 실적3/6재무 건전성6/6배당4/6강점주가수익률(8.3x)이 JP 시장(14x)보다 낮습니다.수익은 매년 2.64% 증가할 것으로 예상됩니다.지난 1년간 수익이 8% 증가했습니다.동종업계 및 업계 대비 좋은 가치로 거래위험 분석불안정한 배당 실적모든 위험 점검 보기9202 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW481,989 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA481,989 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥3.12k10.7% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-347b3t2016201920222025202620282031Revenue JP¥3.0tEarnings JP¥184.1bAdvancedSet Fair ValueView all narrativesANA Holdings Inc. 경쟁사Japan AirlinesSymbol: TSE:9201Market cap: JP¥1.3tSkymark AirlinesSymbol: TSE:9204Market cap: JP¥24.5bWest Japan RailwaySymbol: TSE:9021Market cap: JP¥1.4tHankyu Hanshin HoldingsSymbol: TSE:9042Market cap: JP¥1.1t가격 이력 및 성과ANA Holdings 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥3,116.0052주 최고가JP¥3,419.0052주 최저가JP¥2,582.00베타0.461개월 변동-0.76%3개월 변동15.00%1년 변동9.93%3년 변동-5.06%5년 변동24.59%IPO 이후 변동-77.26%최근 뉴스 및 업데이트분석 기사 • Jul 31Results: ANA Holdings Inc. Exceeded Expectations And The Consensus Has Updated Its EstimatesANA Holdings Inc. ( TSE:9202 ) just released its latest quarterly results and things are looking bullish. The company...Reported Earnings • Jul 30First quarter 2027 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2027 results: EPS: JP¥43.96 (down from JP¥48.84 in 1Q 2026). Revenue: JP¥672.7b (up 23% from 1Q 2026). Net income: JP¥19.4b (down 15% from 1Q 2026). Profit margin: 2.9% (down from 4.2% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) also surpassed analyst estimates significantly. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 1% per year.공고 • Jul 29+ 2 more updatesANA Holdings Inc. Provides Dividend Guidance for the Second Quarter End of Fiscal Year Ending March 31, 2027ANA Holdings Inc. provided dividend guidance for the second quarter end of fiscal year ending March 31, 2027. For the year, the company expected to pay dividend of JPY 30.00 per share .공고 • Jun 04ANA Holdings Inc. to Report Q1, 2027 Results on Jul 29, 2026ANA Holdings Inc. announced that they will report Q1, 2027 results on Jul 29, 2026분석 기사 • May 03Earnings Beat: ANA Holdings Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsANA Holdings Inc. ( TSE:9202 ) last week reported its latest yearly results, which makes it a good time for investors...New Risk • May 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.더 많은 업데이트 보기Recent updates분석 기사 • Jul 31Results: ANA Holdings Inc. Exceeded Expectations And The Consensus Has Updated Its EstimatesANA Holdings Inc. ( TSE:9202 ) just released its latest quarterly results and things are looking bullish. The company...Reported Earnings • Jul 30First quarter 2027 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2027 results: EPS: JP¥43.96 (down from JP¥48.84 in 1Q 2026). Revenue: JP¥672.7b (up 23% from 1Q 2026). Net income: JP¥19.4b (down 15% from 1Q 2026). Profit margin: 2.9% (down from 4.2% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) also surpassed analyst estimates significantly. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 1% per year.공고 • Jul 29+ 2 more updatesANA Holdings Inc. Provides Dividend Guidance for the Second Quarter End of Fiscal Year Ending March 31, 2027ANA Holdings Inc. provided dividend guidance for the second quarter end of fiscal year ending March 31, 2027. For the year, the company expected to pay dividend of JPY 30.00 per share .공고 • Jun 04ANA Holdings Inc. to Report Q1, 2027 Results on Jul 29, 2026ANA Holdings Inc. announced that they will report Q1, 2027 results on Jul 29, 2026분석 기사 • May 03Earnings Beat: ANA Holdings Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsANA Holdings Inc. ( TSE:9202 ) last week reported its latest yearly results, which makes it a good time for investors...New Risk • May 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • May 01Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥363 (up from JP¥326 in FY 2025). Revenue: JP¥2.54t (up 12% from FY 2025). Net income: JP¥169.1b (up 11% from FY 2025). Profit margin: 6.7% (down from 6.8% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공고 • Apr 30ANA Holdings Inc., Annual General Meeting, Jun 26, 2026ANA Holdings Inc., Annual General Meeting, Jun 26, 2026.공고 • Apr 22ANA Holdings Inc. to Report Fiscal Year 2026 Results on Apr 30, 2026ANA Holdings Inc. announced that they will report fiscal year 2026 results on Apr 30, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.5%).Reported Earnings • Jan 31Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥135 (up from JP¥113 in 3Q 2025). Revenue: JP¥687.0b (up 14% from 3Q 2025). Net income: JP¥63.2b (up 19% from 3Q 2025). Profit margin: 9.2% (up from 8.8% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 22%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.분석 기사 • Jan 30ANA Holdings (TSE:9202) Has Announced A Dividend Of ¥60.00ANA Holdings Inc. ( TSE:9202 ) will pay a dividend of ¥60.00 on the 30th of June. Based on this payment, the dividend...공고 • Jan 30+ 1 more updateANA Holdings Inc. Provides Earnings Guidance for the Fiscal Year 2028ANA Holdings Inc. provided earnings guidance for the fiscal year 2028. The Group targets a record-high operating income of JPY 250 billion in fiscal year 2028.분석 기사 • Jan 29Improved Earnings Required Before ANA Holdings Inc. (TSE:9202) Shares Find Their FeetWith a price-to-earnings (or "P/E") ratio of 10x ANA Holdings Inc. ( TSE:9202 ) may be sending bullish signals at the...분석 기사 • Jan 08ANA Holdings (TSE:9202) Will Pay A Dividend Of ¥60.00ANA Holdings Inc. ( TSE:9202 ) will pay a dividend of ¥60.00 on the 30th of June. This payment means the dividend yield...Declared Dividend • Jan 08Dividend of JP¥60.00 announcedDividend of JP¥60.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 2.0%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to remain steady over the next 3 years, which should provide adequate earnings cover for the dividend.공고 • Jan 07ANA Holdings Inc. announces Annual dividend, payable on June 30, 2026ANA Holdings Inc. announced Annual dividend of JPY 60.0000 per share payable on June 30, 2026, ex-date on March 30, 2026 and record date on March 31, 2026.분석 기사 • Dec 11Investors Will Want ANA Holdings' (TSE:9202) Growth In ROCE To PersistIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...공고 • Dec 02ANA Holdings Inc. to Report Q3, 2026 Results on Jan 30, 2026ANA Holdings Inc. announced that they will report Q3, 2026 results on Jan 30, 2026Buy Or Sell Opportunity • Nov 11Now 26% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥3,020. The fair value is estimated to be JP¥2,400, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are forecast to decline by 0.1% per annum over the same time period.공고 • Nov 10ANA Holdings Inc. (TSE:9202) announces an Equity Buyback for 67,500,000 shares, representing 14.23% for ¥150,000 million.ANA Holdings Inc. (TSE:9202) announces a share repurchase program. Under the program, the company will repurchase up to 67,500,000 shares, representing 14.23% of its issued share capital, for ¥150,000 million. The purpose of the program is to optimize our capital structure and improve shareholder value. The purchased shares will be cancelled. The program will be valid till December 15, 2026. As of September 30, 2025, the company has 474,346,533 issued shares (excluding treasury stock) and 9,947,028 treasury shares.분석 기사 • Nov 01ANA Holdings Inc. Just Recorded A 18% EPS Beat: Here's What Analysts Are Forecasting NextInvestors in ANA Holdings Inc. ( TSE:9202 ) had a good week, as its shares rose 2.3% to close at JP¥2,889 following the...Reported Earnings • Oct 31Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: JP¥113 (down from JP¥119 in 2Q 2025). Revenue: JP¥641.7b (up 10% from 2Q 2025). Net income: JP¥53.1b (down 5.2% from 2Q 2025). Profit margin: 8.3% (down from 9.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공고 • Oct 30ANA Holdings Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026ANA Holdings Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects operating revenues of JPY 2,480,000 million, operating income of JPY 200,000 million, net income attributable to owners of the parent of JPY 145,000 million and net income per share of JPY 309.57 against previous guidance of operating revenues of JPY 2,370,000 million, operating income of JPY 185,000 million, net income attributable to owners of the parent of JPY 122,000 million and net income per share of JPY 259.62.분석 기사 • Oct 28Does ANA Holdings (TSE:9202) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...분석 기사 • Sep 17The Market Doesn't Like What It Sees From ANA Holdings Inc.'s (TSE:9202) Earnings YetANA Holdings Inc.'s ( TSE:9202 ) price-to-earnings (or "P/E") ratio of 9.2x might make it look like a buy right now...공고 • Sep 05ANA Holdings Inc. to Report Q2, 2026 Results on Oct 30, 2025ANA Holdings Inc. announced that they will report Q2, 2026 results on Oct 30, 2025분석 기사 • Aug 22Returns Are Gaining Momentum At ANA Holdings (TSE:9202)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...New Risk • Aug 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.04% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 0.04% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Jul 30First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: JP¥48.84 (down from JP¥52.57 in 1Q 2025). Revenue: JP¥548.7b (up 6.2% from 1Q 2025). Net income: JP¥23.0b (down 7.1% from 1Q 2025). Profit margin: 4.2% (down from 4.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공고 • Jun 21ANA Holdings Inc. to Report Q1, 2026 Results on Jul 29, 2025ANA Holdings Inc. announced that they will report Q1, 2026 results on Jul 29, 2025Buy Or Sell Opportunity • Jun 19Now 20% overvaluedOver the last 90 days, the stock has fallen 3.6% to JP¥2,781. The fair value is estimated to be JP¥2,312, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are forecast to decline by 0.8% per annum over the same time period.공고 • Apr 30ANA Holdings Inc., Annual General Meeting, Jun 27, 2025ANA Holdings Inc., Annual General Meeting, Jun 27, 2025.New Risk • Mar 31New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining 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 Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 28 June 2025. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (4.1%).공고 • Mar 01ANA Holdings Inc. to Report Fiscal Year 2025 Results on Apr 30, 2025ANA Holdings Inc. announced that they will report fiscal year 2025 results on Apr 30, 2025New Risk • Feb 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 04Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥113 (down from JP¥119 in 3Q 2024). Revenue: JP¥603.2b (up 12% from 3Q 2024). Net income: JP¥53.3b (down 4.5% from 3Q 2024). Profit margin: 8.8% (down from 10% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jan 06Dividend of JP¥50.00 announcedDividend of JP¥50.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 28th June 2025 Dividend yield will be 1.8%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 2.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 2.7% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Dec 04ANA Holdings Inc. to Report Q3, 2025 Results on Feb 03, 2025ANA Holdings Inc. announced that they will report Q3, 2025 results on Feb 03, 2025Reported Earnings • Nov 02Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: JP¥119 (down from JP¥134 in 2Q 2024). Revenue: JP¥582.8b (up 7.6% from 2Q 2024). Net income: JP¥56.1b (down 10% from 2Q 2024). Profit margin: 9.6% (down from 12% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.1%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.New Risk • Nov 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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. This is currently the only risk that has been identified for the company.공고 • Sep 03ANA Holdings Inc. to Report Q2, 2025 Results on Oct 31, 2024ANA Holdings Inc. announced that they will report Q2, 2025 results on Oct 31, 2024Reported Earnings • Jul 31First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: JP¥52.57 (down from JP¥65.51 in 1Q 2024). Revenue: JP¥516.8b (up 12% from 1Q 2024). Net income: JP¥24.7b (down 20% from 1Q 2024). Profit margin: 4.8% (down from 6.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Board Change • Jul 28Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Masumi Minegishi was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.공고 • Jun 08ANA Holdings Inc. to Report Q1, 2025 Results on Jul 30, 2024ANA Holdings Inc. announced that they will report Q1, 2025 results on Jul 30, 2024공고 • Apr 28+ 1 more updateANA Holdings Inc., Annual General Meeting, Jun 27, 2024ANA Holdings Inc., Annual General Meeting, Jun 27, 2024.Reported Earnings • Apr 27Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥335 (up from JP¥190 in FY 2023). Revenue: JP¥2.06t (up 20% from FY 2023). Net income: JP¥157.1b (up 76% from FY 2023). Profit margin: 7.6% (up from 5.2% in FY 2023). The increase in margin was driven by higher revenue. Available seat kilometres (ASK): 107.51b (up 25% from FY 2023). Passenger load factor: 73.7% (up from 68.3% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 122% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공고 • Apr 27ANA Holdings Inc. Proposes Dividend for the Fiscal Year Ended March 31, 2024, Effective Date Is June 28, 2024ANA Holdings Inc. proposed dividend of JPY 50 per share for the fiscal year ended March 31, 2024. Record date is March 31, 2024; Effective date is June 28, 2024; Total amount ofd ividendsJPY 23,528 million. It will be proposed at the 79th Ordinary General Meeting of Shareholders to be held on June 27, 2024.공고 • Mar 23ANA Holdings Inc. to Report Fiscal Year 2024 Results on Apr 26, 2024ANA Holdings Inc. announced that they will report fiscal year 2024 results on Apr 26, 2024Reported Earnings • Feb 01Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: JP¥119 (up from JP¥91.55 in 3Q 2023). Revenue: JP¥540.9b (up 16% from 3Q 2023). Net income: JP¥55.7b (up 30% from 3Q 2023). Profit margin: 10% (up from 9.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.공고 • Jan 31+ 1 more updateANA Holdings Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024ANA Holdings Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects operating revenue to be JPY 2,030.0 billion, operating income to be JPY 190.0 billion, net income attributable to owners of the parent to be JPY 130.0 billion, basic earnings per share to be JPY 277.29 against previous guidance of operating revenue to be JPY 1,970.0 billion, operating income to be JPY 140.0 billion, net income attributable to owners of the parent to be JPY 80.0 billion, basic earnings per share to be JPY 170.58.공고 • Nov 27ANA Holdings Inc. to Report Q3, 2024 Results on Jan 31, 2024ANA Holdings Inc. announced that they will report Q3, 2024 results on Jan 31, 2024공고 • Nov 01+ 1 more updateANA Holdings Inc. Provides Dividend Guidance for the Year 2023ANA Holdings Inc. provided dividend guidance for the year 2023. For the year, the company expects dividend of JPY 30.00 per share.Reported Earnings • Nov 01Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: JP¥134 (up from JP¥39.42 in 2Q 2023). Revenue: JP¥541.7b (up 23% from 2Q 2023). Net income: JP¥62.5b (up 237% from 2Q 2023). Profit margin: 12% (up from 4.2% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 42%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공고 • Sep 06ANA Holdings Inc. to Report Q2, 2024 Results on Oct 31, 2023ANA Holdings Inc. announced that they will report Q2, 2024 results on Oct 31, 2023Reported Earnings • Jul 29First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥65.51 (up from JP¥2.13 in 1Q 2023). Revenue: JP¥461.0b (up 32% from 1Q 2023). Net income: JP¥30.7b (up JP¥29.7b from 1Q 2023). Profit margin: 6.7% (up from 0.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.공고 • Jul 29ANA Holdings Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024ANA Holdings Inc. provided Consolidated earnings guidance for the fiscal year ending March 31, 2024. For the period, the company expects operating revenue to be JPY 1,970,000 million, operating income to be JPY 140,000 million, net income attributable to owners of the parent to be JPY 80,000 million, basic earnings per share to be JPY 170.59.공고 • Jun 14ANA Holdings Inc. to Report Q1, 2024 Results on Jul 28, 2023ANA Holdings Inc. announced that they will report Q1, 2024 results on Jul 28, 2023Price Target Changed • Jun 08Price target increased by 7.7% to JP¥3,220Up from JP¥2,991, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of JP¥3,121. Stock is up 22% over the past year. The company is forecast to post earnings per share of JP¥198 for next year compared to JP¥190 last year.Buying Opportunity • May 24Now 20% undervaluedOver the last 90 days, the stock is up 9.9%. The fair value is estimated to be JP¥3,804, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings is also forecast to grow by 8.7% per annum over the same time period.Reported Earnings • Apr 29Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥190 (up from JP¥305 loss in FY 2022). Revenue: JP¥1.71t (up 67% from FY 2022). Net income: JP¥89.5b (up JP¥233.1b from FY 2022). Profit margin: 5.2% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Available seat kilometres (ASK): 85.78b (up 56% from FY 2022). Passenger load factor: 68.3% (up from 40.0% in FY 2022). Operating revenue per available seat kilometre (Oper. RASK): JP¥19.91 (up from JP¥18.62 in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 47%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Apr 22Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from JP¥122 to JP¥136. Revenue forecast steady at JP¥1.72t. Net income forecast to grow 271% next year vs 28% growth forecast for Airlines industry in Japan. Consensus price target of JP¥2,961 unchanged from last update. Share price rose 2.4% to JP¥2,851 over the past week.Buying Opportunity • Mar 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.8%. The fair value is estimated to be JP¥3,444, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.7% per annum. Earnings is also forecast to grow by 22% per annum over the same time period.Major Estimate Revision • Mar 03Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from JP¥115 to JP¥127. Revenue forecast steady at JP¥1.71t. Net income forecast to grow 246% next year vs 7.5% growth forecast for Airlines industry in Japan. Consensus price target broadly unchanged at JP¥2,965. Share price was steady at JP¥2,779 over the past week.Reported Earnings • Feb 03Third quarter 2023 earnings: EPS exceeds analyst expectationsThird quarter 2023 results: EPS: JP¥91.55 (up from JP¥8.51 loss in 3Q 2022). Revenue: JP¥467.9b (up 53% from 3Q 2022). Net income: JP¥43.1b (up JP¥47.1b from 3Q 2022). Profit margin: 9.2% (up from net loss in 3Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 90%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공고 • Feb 03ANA Holdings Inc. Revises Consolidated Earnings Guidance for the Year Ending March 31, 2023ANA Holdings Inc. revised consolidated earnings guidance for the year ending March 31, 2023. For the year ending March 31, 2023, the company expects operating revenues of JPY 1,710.0 billion compared to previous guidance of JPY 1,700.0 billion, operating income of JPY 95.0 billion compared to previous guidance of JPY 65.0 billion and net income attributable to owners of the parent of JPY 60.0 billion or JPY 127.57 per share compared to previous guidance of JPY 40.0 billion or JPY 85.05 per share.공고 • Dec 28ANA Holdings Inc. to Report Q3, 2023 Results on Feb 02, 2023ANA Holdings Inc. announced that they will report Q3, 2023 results on Feb 02, 2023Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Masumi Minegishi was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.주주 수익률9202JP AirlinesJP 시장7D5.6%3.1%-0.4%1Y9.9%-1.6%34.5%전체 주주 수익률 보기수익률 대 산업: 9202은 지난 1년 동안 -1.6%의 수익을 기록한 JP Airlines 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: 9202은 지난 1년 동안 34.5%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 9202's price volatile compared to industry and market?9202 volatility9202 Average Weekly Movement4.1%Airlines Industry Average Movement5.0%Market Average Movement4.3%10% most volatile stocks in JP Market9.5%10% least volatile stocks in JP Market2.2%안정적인 주가: 9202는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 9202의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트192047,826Koji Shibatawww.ana.co.jp는 자회사와 함께 일본 및 국제 항공 운송 서비스를 제공합니다. 항공 운송, 항공 관련, 여행 서비스, 무역 및 소매 부문을 통해 운영됩니다. 항공 운송 부문은 국내 및 국제 여객, 화물 및 우편, 기타 운송 서비스를 제공합니다.더 보기ANA Holdings Inc. 기초 지표 요약ANA Holdings의 순이익과 매출은 시가총액과 어떻게 비교됩니까?9202 기초 통계시가총액JP¥1.36t순이익 (TTM)JP¥163.42b매출 (TTM)JP¥2.66t8.3x주가수익비율(P/E)0.5x주가매출비율(P/S)9202는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표9202 손익계산서 (TTM)매출JP¥2.66t매출원가JP¥2.21t총이익JP¥455.31b기타 비용JP¥291.88b순이익JP¥163.42b최근 보고된 실적Jun 30, 2026다음 실적 발표일해당 없음주당순이익(EPS)374.84총이익률17.10%순이익률6.14%부채/자본 비율84.3%9202의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당1.9%현재 배당 수익률18%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/02 15:58종가2026/07/31 00:00수익2026/06/30연간 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 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 소스ANA Holdings Inc.는 23명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Ryota HimenoBarclaysNathan GeeBofA Global ResearchManabu HagiwaraCitigroup Inc20명의 분석가 더 보기
분석 기사 • Jul 31Results: ANA Holdings Inc. Exceeded Expectations And The Consensus Has Updated Its EstimatesANA Holdings Inc. ( TSE:9202 ) just released its latest quarterly results and things are looking bullish. The company...
Reported Earnings • Jul 30First quarter 2027 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2027 results: EPS: JP¥43.96 (down from JP¥48.84 in 1Q 2026). Revenue: JP¥672.7b (up 23% from 1Q 2026). Net income: JP¥19.4b (down 15% from 1Q 2026). Profit margin: 2.9% (down from 4.2% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) also surpassed analyst estimates significantly. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 1% per year.
공고 • Jul 29+ 2 more updatesANA Holdings Inc. Provides Dividend Guidance for the Second Quarter End of Fiscal Year Ending March 31, 2027ANA Holdings Inc. provided dividend guidance for the second quarter end of fiscal year ending March 31, 2027. For the year, the company expected to pay dividend of JPY 30.00 per share .
공고 • Jun 04ANA Holdings Inc. to Report Q1, 2027 Results on Jul 29, 2026ANA Holdings Inc. announced that they will report Q1, 2027 results on Jul 29, 2026
분석 기사 • May 03Earnings Beat: ANA Holdings Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsANA Holdings Inc. ( TSE:9202 ) last week reported its latest yearly results, which makes it a good time for investors...
New Risk • May 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
분석 기사 • Jul 31Results: ANA Holdings Inc. Exceeded Expectations And The Consensus Has Updated Its EstimatesANA Holdings Inc. ( TSE:9202 ) just released its latest quarterly results and things are looking bullish. The company...
Reported Earnings • Jul 30First quarter 2027 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2027 results: EPS: JP¥43.96 (down from JP¥48.84 in 1Q 2026). Revenue: JP¥672.7b (up 23% from 1Q 2026). Net income: JP¥19.4b (down 15% from 1Q 2026). Profit margin: 2.9% (down from 4.2% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) also surpassed analyst estimates significantly. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 1% per year.
공고 • Jul 29+ 2 more updatesANA Holdings Inc. Provides Dividend Guidance for the Second Quarter End of Fiscal Year Ending March 31, 2027ANA Holdings Inc. provided dividend guidance for the second quarter end of fiscal year ending March 31, 2027. For the year, the company expected to pay dividend of JPY 30.00 per share .
공고 • Jun 04ANA Holdings Inc. to Report Q1, 2027 Results on Jul 29, 2026ANA Holdings Inc. announced that they will report Q1, 2027 results on Jul 29, 2026
분석 기사 • May 03Earnings Beat: ANA Holdings Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsANA Holdings Inc. ( TSE:9202 ) last week reported its latest yearly results, which makes it a good time for investors...
New Risk • May 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • May 01Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥363 (up from JP¥326 in FY 2025). Revenue: JP¥2.54t (up 12% from FY 2025). Net income: JP¥169.1b (up 11% from FY 2025). Profit margin: 6.7% (down from 6.8% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공고 • Apr 30ANA Holdings Inc., Annual General Meeting, Jun 26, 2026ANA Holdings Inc., Annual General Meeting, Jun 26, 2026.
공고 • Apr 22ANA Holdings Inc. to Report Fiscal Year 2026 Results on Apr 30, 2026ANA Holdings Inc. announced that they will report fiscal year 2026 results on Apr 30, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.5%).
Reported Earnings • Jan 31Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥135 (up from JP¥113 in 3Q 2025). Revenue: JP¥687.0b (up 14% from 3Q 2025). Net income: JP¥63.2b (up 19% from 3Q 2025). Profit margin: 9.2% (up from 8.8% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 22%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jan 30ANA Holdings (TSE:9202) Has Announced A Dividend Of ¥60.00ANA Holdings Inc. ( TSE:9202 ) will pay a dividend of ¥60.00 on the 30th of June. Based on this payment, the dividend...
공고 • Jan 30+ 1 more updateANA Holdings Inc. Provides Earnings Guidance for the Fiscal Year 2028ANA Holdings Inc. provided earnings guidance for the fiscal year 2028. The Group targets a record-high operating income of JPY 250 billion in fiscal year 2028.
분석 기사 • Jan 29Improved Earnings Required Before ANA Holdings Inc. (TSE:9202) Shares Find Their FeetWith a price-to-earnings (or "P/E") ratio of 10x ANA Holdings Inc. ( TSE:9202 ) may be sending bullish signals at the...
분석 기사 • Jan 08ANA Holdings (TSE:9202) Will Pay A Dividend Of ¥60.00ANA Holdings Inc. ( TSE:9202 ) will pay a dividend of ¥60.00 on the 30th of June. This payment means the dividend yield...
Declared Dividend • Jan 08Dividend of JP¥60.00 announcedDividend of JP¥60.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 2.0%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to remain steady over the next 3 years, which should provide adequate earnings cover for the dividend.
공고 • Jan 07ANA Holdings Inc. announces Annual dividend, payable on June 30, 2026ANA Holdings Inc. announced Annual dividend of JPY 60.0000 per share payable on June 30, 2026, ex-date on March 30, 2026 and record date on March 31, 2026.
분석 기사 • Dec 11Investors Will Want ANA Holdings' (TSE:9202) Growth In ROCE To PersistIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
공고 • Dec 02ANA Holdings Inc. to Report Q3, 2026 Results on Jan 30, 2026ANA Holdings Inc. announced that they will report Q3, 2026 results on Jan 30, 2026
Buy Or Sell Opportunity • Nov 11Now 26% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥3,020. The fair value is estimated to be JP¥2,400, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are forecast to decline by 0.1% per annum over the same time period.
공고 • Nov 10ANA Holdings Inc. (TSE:9202) announces an Equity Buyback for 67,500,000 shares, representing 14.23% for ¥150,000 million.ANA Holdings Inc. (TSE:9202) announces a share repurchase program. Under the program, the company will repurchase up to 67,500,000 shares, representing 14.23% of its issued share capital, for ¥150,000 million. The purpose of the program is to optimize our capital structure and improve shareholder value. The purchased shares will be cancelled. The program will be valid till December 15, 2026. As of September 30, 2025, the company has 474,346,533 issued shares (excluding treasury stock) and 9,947,028 treasury shares.
분석 기사 • Nov 01ANA Holdings Inc. Just Recorded A 18% EPS Beat: Here's What Analysts Are Forecasting NextInvestors in ANA Holdings Inc. ( TSE:9202 ) had a good week, as its shares rose 2.3% to close at JP¥2,889 following the...
Reported Earnings • Oct 31Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: JP¥113 (down from JP¥119 in 2Q 2025). Revenue: JP¥641.7b (up 10% from 2Q 2025). Net income: JP¥53.1b (down 5.2% from 2Q 2025). Profit margin: 8.3% (down from 9.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공고 • Oct 30ANA Holdings Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026ANA Holdings Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects operating revenues of JPY 2,480,000 million, operating income of JPY 200,000 million, net income attributable to owners of the parent of JPY 145,000 million and net income per share of JPY 309.57 against previous guidance of operating revenues of JPY 2,370,000 million, operating income of JPY 185,000 million, net income attributable to owners of the parent of JPY 122,000 million and net income per share of JPY 259.62.
분석 기사 • Oct 28Does ANA Holdings (TSE:9202) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
분석 기사 • Sep 17The Market Doesn't Like What It Sees From ANA Holdings Inc.'s (TSE:9202) Earnings YetANA Holdings Inc.'s ( TSE:9202 ) price-to-earnings (or "P/E") ratio of 9.2x might make it look like a buy right now...
공고 • Sep 05ANA Holdings Inc. to Report Q2, 2026 Results on Oct 30, 2025ANA Holdings Inc. announced that they will report Q2, 2026 results on Oct 30, 2025
분석 기사 • Aug 22Returns Are Gaining Momentum At ANA Holdings (TSE:9202)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
New Risk • Aug 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.04% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 0.04% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Jul 30First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: JP¥48.84 (down from JP¥52.57 in 1Q 2025). Revenue: JP¥548.7b (up 6.2% from 1Q 2025). Net income: JP¥23.0b (down 7.1% from 1Q 2025). Profit margin: 4.2% (down from 4.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공고 • Jun 21ANA Holdings Inc. to Report Q1, 2026 Results on Jul 29, 2025ANA Holdings Inc. announced that they will report Q1, 2026 results on Jul 29, 2025
Buy Or Sell Opportunity • Jun 19Now 20% overvaluedOver the last 90 days, the stock has fallen 3.6% to JP¥2,781. The fair value is estimated to be JP¥2,312, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are forecast to decline by 0.8% per annum over the same time period.
공고 • Apr 30ANA Holdings Inc., Annual General Meeting, Jun 27, 2025ANA Holdings Inc., Annual General Meeting, Jun 27, 2025.
New Risk • Mar 31New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining 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 Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 28 June 2025. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (4.1%).
공고 • Mar 01ANA Holdings Inc. to Report Fiscal Year 2025 Results on Apr 30, 2025ANA Holdings Inc. announced that they will report fiscal year 2025 results on Apr 30, 2025
New Risk • Feb 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 04Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥113 (down from JP¥119 in 3Q 2024). Revenue: JP¥603.2b (up 12% from 3Q 2024). Net income: JP¥53.3b (down 4.5% from 3Q 2024). Profit margin: 8.8% (down from 10% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jan 06Dividend of JP¥50.00 announcedDividend of JP¥50.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 28th June 2025 Dividend yield will be 1.8%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 2.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 2.7% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Dec 04ANA Holdings Inc. to Report Q3, 2025 Results on Feb 03, 2025ANA Holdings Inc. announced that they will report Q3, 2025 results on Feb 03, 2025
Reported Earnings • Nov 02Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: JP¥119 (down from JP¥134 in 2Q 2024). Revenue: JP¥582.8b (up 7.6% from 2Q 2024). Net income: JP¥56.1b (down 10% from 2Q 2024). Profit margin: 9.6% (down from 12% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.1%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
New Risk • Nov 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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. This is currently the only risk that has been identified for the company.
공고 • Sep 03ANA Holdings Inc. to Report Q2, 2025 Results on Oct 31, 2024ANA Holdings Inc. announced that they will report Q2, 2025 results on Oct 31, 2024
Reported Earnings • Jul 31First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: JP¥52.57 (down from JP¥65.51 in 1Q 2024). Revenue: JP¥516.8b (up 12% from 1Q 2024). Net income: JP¥24.7b (down 20% from 1Q 2024). Profit margin: 4.8% (down from 6.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Board Change • Jul 28Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Masumi Minegishi was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
공고 • Jun 08ANA Holdings Inc. to Report Q1, 2025 Results on Jul 30, 2024ANA Holdings Inc. announced that they will report Q1, 2025 results on Jul 30, 2024
공고 • Apr 28+ 1 more updateANA Holdings Inc., Annual General Meeting, Jun 27, 2024ANA Holdings Inc., Annual General Meeting, Jun 27, 2024.
Reported Earnings • Apr 27Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥335 (up from JP¥190 in FY 2023). Revenue: JP¥2.06t (up 20% from FY 2023). Net income: JP¥157.1b (up 76% from FY 2023). Profit margin: 7.6% (up from 5.2% in FY 2023). The increase in margin was driven by higher revenue. Available seat kilometres (ASK): 107.51b (up 25% from FY 2023). Passenger load factor: 73.7% (up from 68.3% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 122% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공고 • Apr 27ANA Holdings Inc. Proposes Dividend for the Fiscal Year Ended March 31, 2024, Effective Date Is June 28, 2024ANA Holdings Inc. proposed dividend of JPY 50 per share for the fiscal year ended March 31, 2024. Record date is March 31, 2024; Effective date is June 28, 2024; Total amount ofd ividendsJPY 23,528 million. It will be proposed at the 79th Ordinary General Meeting of Shareholders to be held on June 27, 2024.
공고 • Mar 23ANA Holdings Inc. to Report Fiscal Year 2024 Results on Apr 26, 2024ANA Holdings Inc. announced that they will report fiscal year 2024 results on Apr 26, 2024
Reported Earnings • Feb 01Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: JP¥119 (up from JP¥91.55 in 3Q 2023). Revenue: JP¥540.9b (up 16% from 3Q 2023). Net income: JP¥55.7b (up 30% from 3Q 2023). Profit margin: 10% (up from 9.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
공고 • Jan 31+ 1 more updateANA Holdings Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024ANA Holdings Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects operating revenue to be JPY 2,030.0 billion, operating income to be JPY 190.0 billion, net income attributable to owners of the parent to be JPY 130.0 billion, basic earnings per share to be JPY 277.29 against previous guidance of operating revenue to be JPY 1,970.0 billion, operating income to be JPY 140.0 billion, net income attributable to owners of the parent to be JPY 80.0 billion, basic earnings per share to be JPY 170.58.
공고 • Nov 27ANA Holdings Inc. to Report Q3, 2024 Results on Jan 31, 2024ANA Holdings Inc. announced that they will report Q3, 2024 results on Jan 31, 2024
공고 • Nov 01+ 1 more updateANA Holdings Inc. Provides Dividend Guidance for the Year 2023ANA Holdings Inc. provided dividend guidance for the year 2023. For the year, the company expects dividend of JPY 30.00 per share.
Reported Earnings • Nov 01Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: JP¥134 (up from JP¥39.42 in 2Q 2023). Revenue: JP¥541.7b (up 23% from 2Q 2023). Net income: JP¥62.5b (up 237% from 2Q 2023). Profit margin: 12% (up from 4.2% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 42%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공고 • Sep 06ANA Holdings Inc. to Report Q2, 2024 Results on Oct 31, 2023ANA Holdings Inc. announced that they will report Q2, 2024 results on Oct 31, 2023
Reported Earnings • Jul 29First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥65.51 (up from JP¥2.13 in 1Q 2023). Revenue: JP¥461.0b (up 32% from 1Q 2023). Net income: JP¥30.7b (up JP¥29.7b from 1Q 2023). Profit margin: 6.7% (up from 0.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
공고 • Jul 29ANA Holdings Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024ANA Holdings Inc. provided Consolidated earnings guidance for the fiscal year ending March 31, 2024. For the period, the company expects operating revenue to be JPY 1,970,000 million, operating income to be JPY 140,000 million, net income attributable to owners of the parent to be JPY 80,000 million, basic earnings per share to be JPY 170.59.
공고 • Jun 14ANA Holdings Inc. to Report Q1, 2024 Results on Jul 28, 2023ANA Holdings Inc. announced that they will report Q1, 2024 results on Jul 28, 2023
Price Target Changed • Jun 08Price target increased by 7.7% to JP¥3,220Up from JP¥2,991, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of JP¥3,121. Stock is up 22% over the past year. The company is forecast to post earnings per share of JP¥198 for next year compared to JP¥190 last year.
Buying Opportunity • May 24Now 20% undervaluedOver the last 90 days, the stock is up 9.9%. The fair value is estimated to be JP¥3,804, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings is also forecast to grow by 8.7% per annum over the same time period.
Reported Earnings • Apr 29Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥190 (up from JP¥305 loss in FY 2022). Revenue: JP¥1.71t (up 67% from FY 2022). Net income: JP¥89.5b (up JP¥233.1b from FY 2022). Profit margin: 5.2% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Available seat kilometres (ASK): 85.78b (up 56% from FY 2022). Passenger load factor: 68.3% (up from 40.0% in FY 2022). Operating revenue per available seat kilometre (Oper. RASK): JP¥19.91 (up from JP¥18.62 in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 47%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Apr 22Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from JP¥122 to JP¥136. Revenue forecast steady at JP¥1.72t. Net income forecast to grow 271% next year vs 28% growth forecast for Airlines industry in Japan. Consensus price target of JP¥2,961 unchanged from last update. Share price rose 2.4% to JP¥2,851 over the past week.
Buying Opportunity • Mar 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.8%. The fair value is estimated to be JP¥3,444, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.7% per annum. Earnings is also forecast to grow by 22% per annum over the same time period.
Major Estimate Revision • Mar 03Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from JP¥115 to JP¥127. Revenue forecast steady at JP¥1.71t. Net income forecast to grow 246% next year vs 7.5% growth forecast for Airlines industry in Japan. Consensus price target broadly unchanged at JP¥2,965. Share price was steady at JP¥2,779 over the past week.
Reported Earnings • Feb 03Third quarter 2023 earnings: EPS exceeds analyst expectationsThird quarter 2023 results: EPS: JP¥91.55 (up from JP¥8.51 loss in 3Q 2022). Revenue: JP¥467.9b (up 53% from 3Q 2022). Net income: JP¥43.1b (up JP¥47.1b from 3Q 2022). Profit margin: 9.2% (up from net loss in 3Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 90%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Airlines industry in Asia. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공고 • Feb 03ANA Holdings Inc. Revises Consolidated Earnings Guidance for the Year Ending March 31, 2023ANA Holdings Inc. revised consolidated earnings guidance for the year ending March 31, 2023. For the year ending March 31, 2023, the company expects operating revenues of JPY 1,710.0 billion compared to previous guidance of JPY 1,700.0 billion, operating income of JPY 95.0 billion compared to previous guidance of JPY 65.0 billion and net income attributable to owners of the parent of JPY 60.0 billion or JPY 127.57 per share compared to previous guidance of JPY 40.0 billion or JPY 85.05 per share.
공고 • Dec 28ANA Holdings Inc. to Report Q3, 2023 Results on Feb 02, 2023ANA Holdings Inc. announced that they will report Q3, 2023 results on Feb 02, 2023
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Masumi Minegishi was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
