View Future GrowthAIT 과거 순이익 실적과거 기준 점검 3/6AIT은 연평균 7.1%의 비율로 수입이 증가해 온 반면, Logistics 산업은 수입이 6.8% 증가했습니다. 매출은 연평균 0.2%의 비율로 증가했습니다. AIT의 자기자본이익률은 15.8%이고 순이익률은 5.4%입니다.핵심 정보7.11%순이익 성장률7.14%주당순이익(EPS) 성장률Logistics 산업 성장률13.19%매출 성장률0.20%자기자본이익률15.79%순이익률5.44%다음 순이익 업데이트15 Jul 2026최근 과거 실적 업데이트공시 • May 10AIT Corporation to Report Q1, 2027 Results on Jul 15, 2026AIT Corporation announced that they will report Q1, 2027 results on Jul 15, 2026Reported Earnings • Apr 15Full year 2026 earnings released: EPS: JP¥135 (vs JP¥130 in FY 2025)Full year 2026 results: EPS: JP¥135 (up from JP¥130 in FY 2025). Revenue: JP¥58.4b (up 5.0% from FY 2025). Net income: JP¥3.18b (up 4.2% from FY 2025). Profit margin: 5.4% (down from 5.5% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.공시 • Apr 07AIT Corporation to Report Fiscal Year 2026 Results on Apr 14, 2026AIT Corporation announced that they will report fiscal year 2026 results on Apr 14, 2026Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥38.01 (vs JP¥41.59 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.01 (down from JP¥41.59 in 3Q 2025). Revenue: JP¥15.9b (flat on 3Q 2025). Net income: JP¥893.0m (down 8.6% from 3Q 2025). Profit margin: 5.6% (down from 6.2% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.공시 • Nov 01AIT Corporation to Report Q3, 2026 Results on Jan 14, 2026AIT Corporation announced that they will report Q3, 2026 results on Jan 14, 2026Reported Earnings • Oct 11Second quarter 2026 earnings released: EPS: JP¥32.26 (vs JP¥31.88 in 2Q 2025)Second quarter 2026 results: EPS: JP¥32.26 (up from JP¥31.88 in 2Q 2025). Revenue: JP¥13.5b (up 1.7% from 2Q 2025). Net income: JP¥758.0m (up 1.2% from 2Q 2025). Profit margin: 5.6% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.모든 업데이트 보기Recent updatesDeclared Dividend • Jun 12Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 28th August 2026 Payment date: 28th October 2026 Dividend yield will be 4.9%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • May 10AIT Corporation to Report Q1, 2027 Results on Jul 15, 2026AIT Corporation announced that they will report Q1, 2027 results on Jul 15, 2026Reported Earnings • Apr 15Full year 2026 earnings released: EPS: JP¥135 (vs JP¥130 in FY 2025)Full year 2026 results: EPS: JP¥135 (up from JP¥130 in FY 2025). Revenue: JP¥58.4b (up 5.0% from FY 2025). Net income: JP¥3.18b (up 4.2% from FY 2025). Profit margin: 5.4% (down from 5.5% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.공시 • Apr 14AIT Corporation, Annual General Meeting, May 21, 2026AIT Corporation, Annual General Meeting, May 21, 2026.공시 • Apr 07AIT Corporation to Report Fiscal Year 2026 Results on Apr 14, 2026AIT Corporation announced that they will report fiscal year 2026 results on Apr 14, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 22 May 2026. Payout ratio is a comfortable 65% and the cash payout ratio is 77%. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.7%).Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥38.01 (vs JP¥41.59 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.01 (down from JP¥41.59 in 3Q 2025). Revenue: JP¥15.9b (flat on 3Q 2025). Net income: JP¥893.0m (down 8.6% from 3Q 2025). Profit margin: 5.6% (down from 6.2% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.분석 기사 • Jan 14AIT's (TSE:9381) Dividend Will Be ¥45.00AIT Corporation's ( TSE:9381 ) investors are due to receive a payment of ¥45.00 per share on 22nd of May. This will...공시 • Jan 14AIT Corporation Revises Dividend Guidance for the Fiscal Year Ending February 28, 2026AIT Corporation revised dividend guidance for the fiscal year ending February 28, 2026. For the year, the company now expects to pay dividend of JPY 55.00 per share against previous guidance of JPY 45.00 per share. Reason for the Revision The AIT Group recognizes the return of profits to shareholders as an important management priority. It is the company's basic policy to provide dividends twice a year, at the interim and fiscal year-end, on a stable and consistent basis, while taking into comprehensive consideration consolidated results of operations for each fiscal period, dividend payout ratio, and the need to retain earnings for future business development in Japan and overseas as well as for strengthening management foundation. Under this policy, the Company has decided to revise the year-end dividend forecast to JPY 55 per share, representing an increase of JPY 10 from the previous forecast of JPY 45 per share, taking into account the progress of consolidated operating results, consolidated financial position, and future business developments, in order to further enhance shareholder returns through dividends and meet shareholders' expectations.공시 • Nov 01AIT Corporation to Report Q3, 2026 Results on Jan 14, 2026AIT Corporation announced that they will report Q3, 2026 results on Jan 14, 2026분석 기사 • Oct 29AIT (TSE:9381) Has Announced A Dividend Of ¥45.00AIT Corporation ( TSE:9381 ) will pay a dividend of ¥45.00 on the 22nd of May. This will take the annual payment to...Declared Dividend • Oct 29First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 26th February 2026 Payment date: 22nd May 2026 Dividend yield will be 4.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Oct 27Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥2,086. The fair value is estimated to be JP¥1,737, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Earnings per share has declined by 5.6%.Reported Earnings • Oct 11Second quarter 2026 earnings released: EPS: JP¥32.26 (vs JP¥31.88 in 2Q 2025)Second quarter 2026 results: EPS: JP¥32.26 (up from JP¥31.88 in 2Q 2025). Revenue: JP¥13.5b (up 1.7% from 2Q 2025). Net income: JP¥758.0m (up 1.2% from 2Q 2025). Profit margin: 5.6% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.공시 • Oct 10AIT Corporation Announces Interim Dividend for the End of Second Quarter of Fiscal Year Ending February 28, 2026, Payable on October 28, 2025; Provides Dividend Guidance for the Full Year Ending February 28, 2026AIT Corporation announced interim dividend of JPY 45.00 per share for the end of second quarter of fiscal year ending February 28, 2026 compared to JPY 40.00 per share a year ago. Total amount of dividends: JPY 1,057 million. Record date: August 31,2025. Effective date: October 28, 2025. The company provided dividend guidance for the full year ending February 28, 2026. For the period, the company expects to pay dividend of JPY 45.00 per share compared to JPY 40.00 per share a year ago.Upcoming Dividend • Aug 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 28 October 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).분석 기사 • Jul 31AIT (TSE:9381) Is Increasing Its Dividend To ¥45.00AIT Corporation's ( TSE:9381 ) dividend will be increasing from last year's payment of the same period to ¥45.00 on...공시 • Jul 26AIT Corporation to Report Q2, 2026 Results on Oct 10, 2025AIT Corporation announced that they will report Q2, 2026 results on Oct 10, 2025분석 기사 • Jul 17AIT (TSE:9381) Is Paying Out A Larger Dividend Than Last YearThe board of AIT Corporation ( TSE:9381 ) has announced that it will be paying its dividend of ¥45.00 on the 28th of...Reported Earnings • Jul 16First quarter 2026 earnings released: EPS: JP¥37.03 (vs JP¥32.39 in 1Q 2025)First quarter 2026 results: EPS: JP¥37.03 (up from JP¥32.39 in 1Q 2025). Revenue: JP¥14.7b (up 14% from 1Q 2025). Net income: JP¥870.0m (up 14% from 1Q 2025). Profit margin: 5.9% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 1% per year.분석 기사 • Jun 18AIT (TSE:9381) Is Increasing Its Dividend To ¥45.00AIT Corporation ( TSE:9381 ) has announced that it will be increasing its dividend from last year's comparable payment...Declared Dividend • Jun 18Final dividend increased to JP¥45.00Dividend of JP¥45.00 is 13% higher than last year. Ex-date: 28th August 2025 Payment date: 28th October 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (67% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 19% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Jun 13Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.3% to JP¥1,754. The fair value is estimated to be JP¥1,458, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.2% over the last 3 years, while earnings per share has been flat.Buy Or Sell Opportunity • May 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥1,746. The fair value is estimated to be JP¥1,453, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.2% over the last 3 years, while earnings per share has been flat.Buy Or Sell Opportunity • May 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.4% to JP¥1,747. The fair value is estimated to be JP¥1,453, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.2% over the last 3 years, while earnings per share has been flat.공시 • Apr 26AIT Corporation to Report Q1, 2026 Results on Jul 15, 2025AIT Corporation announced that they will report Q1, 2026 results on Jul 15, 2025Reported Earnings • Apr 15Full year 2025 earnings released: EPS: JP¥130 (vs JP¥127 in FY 2024)Full year 2025 results: EPS: JP¥130 (up from JP¥127 in FY 2024). Revenue: JP¥55.6b (up 8.2% from FY 2024). Net income: JP¥3.05b (up 1.9% from FY 2024). Profit margin: 5.5% (down from 5.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year.공시 • Apr 14+ 2 more updatesAIT Corporation, Annual General Meeting, May 21, 2025AIT Corporation, Annual General Meeting, May 21, 2025.Upcoming Dividend • Feb 20Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 23 May 2025. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.1%).분석 기사 • Feb 10AIT (TSE:9381) Has Announced A Dividend Of ¥40.00The board of AIT Corporation ( TSE:9381 ) has announced that it will pay a dividend on the 23rd of May, with investors...공시 • Feb 03AIT Corporation to Report Fiscal Year 2025 Results on Apr 14, 2025AIT Corporation announced that they will report fiscal year 2025 results on Apr 14, 2025분석 기사 • Jan 27AIT (TSE:9381) Has Announced A Dividend Of ¥40.00AIT Corporation ( TSE:9381 ) will pay a dividend of ¥40.00 on the 23rd of May. This means the annual payment is 4.9% of...Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥41.59 (vs JP¥39.63 in 3Q 2024)Third quarter 2025 results: EPS: JP¥41.59 (up from JP¥39.63 in 3Q 2024). Revenue: JP¥15.8b (up 11% from 3Q 2024). Net income: JP¥977.0m (up 4.9% from 3Q 2024). Profit margin: 6.2% (down from 6.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 5% per year.분석 기사 • Jan 13AIT (TSE:9381) Is Due To Pay A Dividend Of ¥40.00AIT Corporation's ( TSE:9381 ) investors are due to receive a payment of ¥40.00 per share on 23rd of May. Based on this...분석 기사 • Dec 30AIT (TSE:9381) Is Paying Out A Dividend Of ¥40.00AIT Corporation ( TSE:9381 ) will pay a dividend of ¥40.00 on the 23rd of May. Based on this payment, the dividend...분석 기사 • Dec 02AIT (TSE:9381) Has Affirmed Its Dividend Of ¥40.00AIT Corporation ( TSE:9381 ) has announced that it will pay a dividend of ¥40.00 per share on the 23rd of May. This...분석 기사 • Oct 29AIT (TSE:9381) Is Paying Out A Dividend Of ¥40.00AIT Corporation ( TSE:9381 ) will pay a dividend of ¥40.00 on the 23rd of May. This makes the dividend yield 4.5...Declared Dividend • Oct 29First half dividend of JP¥40.00 announcedDividend of JP¥40.00 is the same as last year. Ex-date: 27th February 2025 Payment date: 23rd May 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio). However, it is covered by cash flows (60% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 6.0% to bring the payout ratio under control, which is less than the 16% EPS growth achieved over the last 5 years.Reported Earnings • Oct 18Second quarter 2025 earnings released: EPS: JP¥31.88 (vs JP¥33.16 in 2Q 2024)Second quarter 2025 results: EPS: JP¥31.88 (down from JP¥33.16 in 2Q 2024). Revenue: JP¥13.3b (up 9.7% from 2Q 2024). Net income: JP¥749.0m (down 3.9% from 2Q 2024). Profit margin: 5.6% (down from 6.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Aug 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 28 October 2024. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).분석 기사 • Aug 20AIT (TSE:9381) Will Pay A Dividend Of ¥40.00The board of AIT Corporation ( TSE:9381 ) has announced that it will pay a dividend of ¥40.00 per share on the 28th of...분석 기사 • Aug 06AIT (TSE:9381) Will Pay A Dividend Of ¥40.00The board of AIT Corporation ( TSE:9381 ) has announced that it will pay a dividend on the 28th of October, with...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,589, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 13x in the Logistics industry in Japan. Total returns to shareholders of 66% over the past three years.공시 • Jul 27AIT Corporation to Report Q2, 2025 Results on Oct 10, 2024AIT Corporation announced that they will report Q2, 2025 results on Oct 10, 2024분석 기사 • Jul 22AIT (TSE:9381) Will Pay A Dividend Of ¥40.00AIT Corporation ( TSE:9381 ) has announced that it will pay a dividend of ¥40.00 per share on the 28th of October. This...Reported Earnings • Jul 18First quarter 2025 earnings released: EPS: JP¥32.39 (vs JP¥32.61 in 1Q 2024)First quarter 2025 results: EPS: JP¥32.39 (down from JP¥32.61 in 1Q 2024). Revenue: JP¥12.9b (down 2.6% from 1Q 2024). Net income: JP¥761.0m (flat on 1Q 2024). Profit margin: 5.9% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jun 20AIT's (TSE:9381) Dividend Will Be ¥40.00AIT Corporation ( TSE:9381 ) has announced that it will pay a dividend of ¥40.00 per share on the 28th of October. This...Buy Or Sell Opportunity • Jun 13Now 20% undervaluedOver the last 90 days, the stock has risen 3.1% to JP¥1,779. The fair value is estimated to be JP¥2,232, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 20%.분석 기사 • Jun 06AIT (TSE:9381) Is Due To Pay A Dividend Of ¥40.00AIT Corporation's ( TSE:9381 ) investors are due to receive a payment of ¥40.00 per share on 28th of October. Based on...Declared Dividend • Jun 06Final dividend of JP¥40.00 announcedDividend of JP¥40.00 is the same as last year. Ex-date: 29th August 2024 Payment date: 28th October 2024 Dividend yield will be 4.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (8% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Apr 29AIT Corporation to Report Q1, 2025 Results on Jul 16, 2024AIT Corporation announced that they will report Q1, 2025 results on Jul 16, 2024Buy Or Sell Opportunity • Apr 17Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,722. The fair value is estimated to be JP¥2,171, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 20%.공시 • Apr 16AIT Corporation, Annual General Meeting, May 22, 2024AIT Corporation, Annual General Meeting, May 22, 2024.Reported Earnings • Apr 16Full year 2024 earnings released: EPS: JP¥127 (vs JP¥157 in FY 2023)Full year 2024 results: EPS: JP¥127 (down from JP¥157 in FY 2023). Revenue: JP¥51.4b (down 26% from FY 2023). Net income: JP¥2.99b (down 19% from FY 2023). Profit margin: 5.8% (up from 5.3% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 19% per year.Upcoming Dividend • Feb 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 24 May 2024. Payout ratio is a comfortable 8.1% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.8%).공시 • Jan 31AIT Corporation to Report Fiscal Year 2024 Results on Apr 15, 2024AIT Corporation announced that they will report fiscal year 2024 results on Apr 15, 2024공시 • Jan 25AIT Corporation Provides Dividend Guidance for the Fiscal Year Ending February 29, 2024AIT Corporation provided dividend guidance for the fiscal year ending February 29, 2024. For the year, the company expects to pay dividend of JPY 40.00 per share against JPY 50.00 per share paid a year ago.Reported Earnings • Jan 13Third quarter 2024 earnings released: EPS: JP¥39.63 (vs JP¥59.25 in 3Q 2023)Third quarter 2024 results: EPS: JP¥39.63 (down from JP¥59.25 in 3Q 2023). Revenue: JP¥14.2b (down 29% from 3Q 2023). Net income: JP¥931.0m (down 33% from 3Q 2023). Profit margin: 6.6% (down from 7.0% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.공시 • Jan 11AIT Corporation Provides Consolidated Financial Guidance for Quarter Ending February 29, 2024AIT Corporation provided consolidated financial guidance for quarter ending February 29, 2024. For the first half, the company expects Operating revenues of JPY 50,600 million, Operating profit of JPY 4,050 million, Profit attributable to owners of parent of JPY 2,820 million and Net income per share of JPY 120.03.공시 • Nov 01AIT Corporation to Report Q3, 2024 Results on Jan 11, 2024AIT Corporation announced that they will report Q3, 2024 results on Jan 11, 2024공시 • Oct 27AIT Corporation Announces Dividend Guidance for the Fiscal Year Ending February 29, 2024AIT Corporation announced dividend guidance for the Fiscal Year Ending February 29, 2024. For the year, the company expects to pay a dividend of JPY 40 per share as compared to JPY 50 a year ago.Reported Earnings • Oct 13Second quarter 2024 earnings released: EPS: JP¥33.16 (vs JP¥45.25 in 2Q 2023)Second quarter 2024 results: EPS: JP¥33.16 (down from JP¥45.25 in 2Q 2023). Revenue: JP¥12.1b (down 34% from 2Q 2023). Net income: JP¥779.0m (down 27% from 2Q 2023). Profit margin: 6.4% (up from 5.8% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.공시 • Oct 12+ 1 more updateAITCorporation Provides Consolidated Financial Guidance for the Full Year Ending February 29, 2024AIT Corporation provided consolidated financial guidance for the full year ending February 29, 2024. For the full year, the company expects Operating revenues of JPY 70,000 million, Operating profit of JPY 5,300 million, Profit attributable to owners of parent of JPY 3,700 million and Net income per share of JPY 157.49.Upcoming Dividend • Aug 23Upcoming dividend of JP¥40.00 per share at 5.2% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 30 October 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 5.2%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.7%).공시 • Jul 30AIT Corporation to Report Q2, 2024 Results on Oct 12, 2023AIT Corporation announced that they will report Q2, 2024 results on Oct 12, 2023공시 • Jul 28AIT Corporation Provides Consolidated Financial Guidance for the First Half and Full Year Ending February 29, 2024AIT Corporation provided consolidated financial guidance for the first half and full year ending February 29, 2024. For the first half, the company expects Operating revenues of JPY 32,000 million, Operating profit of JPY 2,150 million, Profit attributable to owners of parent of JPY 1,500 million and Net income per share of JPY 63.85. For the full year, the company expects Operating revenues of JPY 70,000 million, Operating profit of JPY 5,300 million, Profit attributable to owners of parent of JPY 3,700 million and Net income per share of JPY 157.49.Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥32.61 (vs JP¥34.48 in 1Q 2023)First quarter 2024 results: EPS: JP¥32.61 (down from JP¥34.48 in 1Q 2023). Revenue: JP¥13.2b (down 24% from 1Q 2023). Net income: JP¥766.0m (down 5.4% from 1Q 2023). Profit margin: 5.8% (up from 4.7% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.공시 • Jul 12AIT Corporation Provides Financial Guidance for the Quarter Ended August 2023 and February 2024AIT Corporation provided financial guidance for the quarter ended August 2023 and February 2024. For the quarter ended August 2023, the company expected Operating revenues of JPY 32,000 million, Operating profit of JPY 2,150 million, Profit attributable to owners of parent of JPY 1,500 million and Basic earnings per share of JPY 63.85. For the quarter ended February 2024, the company expected Operating revenues of JPY 70,000 million, Operating profit of JPY 5,300 million, Profit attributable to owners of parent of JPY 3,700 million and Basic earnings per share of JPY 157.49.Reported Earnings • May 30Full year 2023 earnings released: EPS: JP¥157 (vs JP¥101 in FY 2022)Full year 2023 results: EPS: JP¥157 (up from JP¥101 in FY 2022). Revenue: JP¥69.5b (up 16% from FY 2022). Net income: JP¥3.68b (up 56% from FY 2022). Profit margin: 5.3% (up from 3.9% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 15Full year 2023 earnings released: EPS: JP¥157 (vs JP¥101 in FY 2022)Full year 2023 results: EPS: JP¥157 (up from JP¥101 in FY 2022). Revenue: JP¥69.5b (up 16% from FY 2022). Net income: JP¥3.68b (up 56% from FY 2022). Profit margin: 5.3% (up from 3.9% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 20Upcoming dividend of JP¥50.00 per share at 6.3% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 25 May 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 6.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.7%).Reported Earnings • Jan 12Third quarter 2023 earnings released: EPS: JP¥59.25 (vs JP¥43.37 in 3Q 2022)Third quarter 2023 results: EPS: JP¥59.25 (up from JP¥43.37 in 3Q 2022). Revenue: JP¥19.9b (up 15% from 3Q 2022). Net income: JP¥1.39b (up 37% from 3Q 2022). Profit margin: 7.0% (up from 5.9% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.공시 • Jan 12+ 1 more updateAIT Corporation Provides Consolidated Earnings Guidance for the Quarter Ending February 2023AIT Corporation provided consolidated earnings guidance for the quarter ending February 2023. For the year, the company expects Operating revenues to be JPY 69,300 million, Operating profit to be JPY 4,930 million, Profit attributable to owners of parent to be JPY 3,430 million, Basic earnings per share to be JPY 146.00.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. No independent directors (7 non-independent directors). Full-Time Auditor Hiroshi Shimizu was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공시 • Oct 31AIT Corporation to Report Q3, 2023 Results on Jan 11, 2023AIT Corporation announced that they will report Q3, 2023 results on Jan 11, 2023Reported Earnings • Oct 13Second quarter 2023 earnings released: EPS: JP¥45.25 (vs JP¥19.45 in 2Q 2022)Second quarter 2023 results: EPS: JP¥45.25 (up from JP¥19.45 in 2Q 2022). Revenue: JP¥18.4b (up 37% from 2Q 2022). Net income: JP¥1.06b (up 133% from 2Q 2022). Profit margin: 5.8% (up from 3.4% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.공시 • Oct 12+ 1 more updateAIT Corporation Provides Dividend Guidance for the Full Year Ending Feb. 28, 2023AIT Corporation provided dividend guidance for the full year ending Feb. 28, 2023. For the year, the company expects dividend of JPY 50.00 per share compared to JPY 36.00 per share paid a year ago.Upcoming Dividend • Aug 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 31 October 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).공시 • Jul 31AIT Corporation to Report Q2, 2023 Results on Oct 12, 2022AIT Corporation announced that they will report Q2, 2023 results on Oct 12, 2022Reported Earnings • Jul 13First quarter 2023 earnings released: EPS: JP¥34.48 (vs JP¥22.01 in 1Q 2022)First quarter 2023 results: EPS: JP¥34.48 (up from JP¥22.01 in 1Q 2022). Revenue: JP¥17.3b (up 28% from 1Q 2022). Net income: JP¥810.0m (up 57% from 1Q 2022). Profit margin: 4.7% (up from 3.8% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 22% per year.Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥1,789, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 10x in the Logistics industry in Japan. Total returns to shareholders of 99% over the past three years.공시 • Jul 12+ 1 more updateAIT Corporation Provides Consolidated Earnings Guidance of Quarter Ending August 2022 and Full Year Ending Feb. 28, 2023AIT Corporation provided consolidated earnings guidance of quarter ending August 2022 and full year ending Feb. 28, 2023. For quarter, the company expects Operating revenues to be JPY 33,500 million, Operating profit to be JPY 2,350 million, Profit attributable to owners of parent to be JPY 1,610 million, Basic earnings per share to be JPY 68.53.For year, the company expects Operating revenues to be JPY 69,300 million, Operating profit to be JPY 4,930 million, Profit attributable to owners of parent to be JPY 3,430million, Basic earnings per share to be JPY 146.00. For the year, the company expects to pay JPY 61.00 per share compared to JPY 58.00 per share paid a year ago.Reported Earnings • May 29Full year 2022 earnings released: EPS: JP¥101 (vs JP¥73.39 in FY 2021)Full year 2022 results: EPS: JP¥101 (up from JP¥73.39 in FY 2021). Revenue: JP¥59.9b (up 31% from FY 2021). Net income: JP¥2.37b (up 37% from FY 2021). Profit margin: 3.9% (up from 3.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 16% per year.공시 • May 02AIT Corporation to Report Q1, 2023 Results on Jul 12, 2022AIT Corporation announced that they will report Q1, 2023 results on Jul 12, 2022Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). Full-Time Auditor Hiroshi Shimizu was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Apr 14Full year 2022 earnings released: EPS: JP¥101 (vs JP¥73.39 in FY 2021)Full year 2022 results: EPS: JP¥101 (up from JP¥73.39 in FY 2021). Revenue: JP¥59.9b (up 31% from FY 2021). Net income: JP¥2.37b (up 37% from FY 2021). Profit margin: 3.9% (up from 3.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.공시 • Apr 14AIT Corporation, Annual General Meeting, May 24, 2022AIT Corporation, Annual General Meeting, May 24, 2022.공시 • Apr 13+ 2 more updatesAIT Corporation Provides Dividend Guidance for the Year End of Fiscal Year 2023AIT Corporation provided dividend guidance for the year end of fiscal year 2023, the company expects to pay dividend of JPY 31.00 per share against JPY 36.00 per share a year ago.Upcoming Dividend • Feb 18Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 26 May 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.2%).공시 • Jan 30AIT Corporation to Report Fiscal Year 2022 Results on Apr 13, 2022AIT Corporation announced that they will report fiscal year 2022 results on Apr 13, 2022Reported Earnings • Jan 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥43.37 (up from JP¥24.18 in 3Q 2021). Revenue: JP¥17.3b (up 44% from 3Q 2021). Net income: JP¥1.02b (up 79% from 3Q 2021). Profit margin: 5.9% (up from 4.7% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 12% per year.공시 • Jan 13AIT Corporation Provides Earnings Guidance for the Fiscal Year Ending Feb. 2022AIT Corporation provides earnings guidance for the fiscal year ending Feb. 2022. For the full year, The company expects Operating revenues to be JPY 57,000 million, Operating profit to be JPY 3,270 million, Profit attributable to owners of parent to be JPY 2,250 million or JPY 95.77 per basic share.매출 및 비용 세부 내역AIT가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:9381 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비28 Feb 2658,3993,1756,095030 Nov 2557,8703,0816,059031 Aug 2557,7263,1656,032031 May 2557,4973,1566,019028 Feb 2555,6383,0476,021030 Nov 2453,8193,0006,011031 Aug 2452,2322,9545,986031 May 2451,0612,9845,954029 Feb 2451,4002,9895,890030 Nov 2353,2732,8955,835031 Aug 2359,0433,3565,847031 May 2365,3763,6405,878028 Feb 2369,4633,6845,953030 Nov 2271,3383,6396,146031 Aug 2268,7043,2666,135031 May 2263,7212,6606,080028 Feb 2259,9312,3676,096030 Nov 2156,4382,4405,905031 Aug 2151,1871,9905,895031 May 2148,2391,9035,863028 Feb 2145,7971,7325,898030 Nov 2043,6161,4156,075031 Aug 2044,1331,4176,256031 May 2044,8401,4296,451029 Feb 2045,0031,3256,570030 Nov 1941,7731,4196,020031 Aug 1937,2311,2645,428031 May 1932,7891,2154,856028 Feb 1927,7831,1674,173030 Nov 1827,4201,2114,056031 Aug 1826,1861,1113,975031 May 1825,3331,0123,912028 Feb 1825,1141,1003,863030 Nov 1724,0811,0373,841031 Aug 1723,0551,0283,756031 May 1722,2051,0423,670028 Feb 1721,2639813,605030 Nov 1621,0229843,580031 Aug 1621,0971,0833,576031 May 1621,1421,0623,603029 Feb 1621,1461,0423,604030 Nov 1521,7221,1113,567031 Aug 1521,9641,0773,4860양질의 수익: 9381는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 9381의 현재 순 이익률 (5.4%)은 지난해 (5.5%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 9381의 수익은 지난 5년 동안 연평균 7.1% 증가했습니다.성장 가속화: 지난 1년간 9381 의 수익 증가율(4.2%)은 5년 평균(연간 7.1%)보다 낮습니다.수익 대 산업: 9381의 지난 1년 수익 증가율(4.2%)은 Logistics 업계의 4.2%를 상회했습니다.자기자본이익률높은 ROE: 9381의 자본 수익률(15.8%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTransportation 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/16 07:48종가2026/06/16 00:00수익2026/02/28연간 수익2026/02/28데이터 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 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스AIT Corporation는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yumiko KaiIchiyoshi Research Institute Inc.
공시 • May 10AIT Corporation to Report Q1, 2027 Results on Jul 15, 2026AIT Corporation announced that they will report Q1, 2027 results on Jul 15, 2026
Reported Earnings • Apr 15Full year 2026 earnings released: EPS: JP¥135 (vs JP¥130 in FY 2025)Full year 2026 results: EPS: JP¥135 (up from JP¥130 in FY 2025). Revenue: JP¥58.4b (up 5.0% from FY 2025). Net income: JP¥3.18b (up 4.2% from FY 2025). Profit margin: 5.4% (down from 5.5% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
공시 • Apr 07AIT Corporation to Report Fiscal Year 2026 Results on Apr 14, 2026AIT Corporation announced that they will report fiscal year 2026 results on Apr 14, 2026
Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥38.01 (vs JP¥41.59 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.01 (down from JP¥41.59 in 3Q 2025). Revenue: JP¥15.9b (flat on 3Q 2025). Net income: JP¥893.0m (down 8.6% from 3Q 2025). Profit margin: 5.6% (down from 6.2% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
공시 • Nov 01AIT Corporation to Report Q3, 2026 Results on Jan 14, 2026AIT Corporation announced that they will report Q3, 2026 results on Jan 14, 2026
Reported Earnings • Oct 11Second quarter 2026 earnings released: EPS: JP¥32.26 (vs JP¥31.88 in 2Q 2025)Second quarter 2026 results: EPS: JP¥32.26 (up from JP¥31.88 in 2Q 2025). Revenue: JP¥13.5b (up 1.7% from 2Q 2025). Net income: JP¥758.0m (up 1.2% from 2Q 2025). Profit margin: 5.6% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Declared Dividend • Jun 12Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 28th August 2026 Payment date: 28th October 2026 Dividend yield will be 4.9%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • May 10AIT Corporation to Report Q1, 2027 Results on Jul 15, 2026AIT Corporation announced that they will report Q1, 2027 results on Jul 15, 2026
Reported Earnings • Apr 15Full year 2026 earnings released: EPS: JP¥135 (vs JP¥130 in FY 2025)Full year 2026 results: EPS: JP¥135 (up from JP¥130 in FY 2025). Revenue: JP¥58.4b (up 5.0% from FY 2025). Net income: JP¥3.18b (up 4.2% from FY 2025). Profit margin: 5.4% (down from 5.5% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
공시 • Apr 14AIT Corporation, Annual General Meeting, May 21, 2026AIT Corporation, Annual General Meeting, May 21, 2026.
공시 • Apr 07AIT Corporation to Report Fiscal Year 2026 Results on Apr 14, 2026AIT Corporation announced that they will report fiscal year 2026 results on Apr 14, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 22 May 2026. Payout ratio is a comfortable 65% and the cash payout ratio is 77%. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.7%).
Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥38.01 (vs JP¥41.59 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.01 (down from JP¥41.59 in 3Q 2025). Revenue: JP¥15.9b (flat on 3Q 2025). Net income: JP¥893.0m (down 8.6% from 3Q 2025). Profit margin: 5.6% (down from 6.2% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
분석 기사 • Jan 14AIT's (TSE:9381) Dividend Will Be ¥45.00AIT Corporation's ( TSE:9381 ) investors are due to receive a payment of ¥45.00 per share on 22nd of May. This will...
공시 • Jan 14AIT Corporation Revises Dividend Guidance for the Fiscal Year Ending February 28, 2026AIT Corporation revised dividend guidance for the fiscal year ending February 28, 2026. For the year, the company now expects to pay dividend of JPY 55.00 per share against previous guidance of JPY 45.00 per share. Reason for the Revision The AIT Group recognizes the return of profits to shareholders as an important management priority. It is the company's basic policy to provide dividends twice a year, at the interim and fiscal year-end, on a stable and consistent basis, while taking into comprehensive consideration consolidated results of operations for each fiscal period, dividend payout ratio, and the need to retain earnings for future business development in Japan and overseas as well as for strengthening management foundation. Under this policy, the Company has decided to revise the year-end dividend forecast to JPY 55 per share, representing an increase of JPY 10 from the previous forecast of JPY 45 per share, taking into account the progress of consolidated operating results, consolidated financial position, and future business developments, in order to further enhance shareholder returns through dividends and meet shareholders' expectations.
공시 • Nov 01AIT Corporation to Report Q3, 2026 Results on Jan 14, 2026AIT Corporation announced that they will report Q3, 2026 results on Jan 14, 2026
분석 기사 • Oct 29AIT (TSE:9381) Has Announced A Dividend Of ¥45.00AIT Corporation ( TSE:9381 ) will pay a dividend of ¥45.00 on the 22nd of May. This will take the annual payment to...
Declared Dividend • Oct 29First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 26th February 2026 Payment date: 22nd May 2026 Dividend yield will be 4.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Oct 27Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥2,086. The fair value is estimated to be JP¥1,737, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Earnings per share has declined by 5.6%.
Reported Earnings • Oct 11Second quarter 2026 earnings released: EPS: JP¥32.26 (vs JP¥31.88 in 2Q 2025)Second quarter 2026 results: EPS: JP¥32.26 (up from JP¥31.88 in 2Q 2025). Revenue: JP¥13.5b (up 1.7% from 2Q 2025). Net income: JP¥758.0m (up 1.2% from 2Q 2025). Profit margin: 5.6% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
공시 • Oct 10AIT Corporation Announces Interim Dividend for the End of Second Quarter of Fiscal Year Ending February 28, 2026, Payable on October 28, 2025; Provides Dividend Guidance for the Full Year Ending February 28, 2026AIT Corporation announced interim dividend of JPY 45.00 per share for the end of second quarter of fiscal year ending February 28, 2026 compared to JPY 40.00 per share a year ago. Total amount of dividends: JPY 1,057 million. Record date: August 31,2025. Effective date: October 28, 2025. The company provided dividend guidance for the full year ending February 28, 2026. For the period, the company expects to pay dividend of JPY 45.00 per share compared to JPY 40.00 per share a year ago.
Upcoming Dividend • Aug 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 28 October 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).
분석 기사 • Jul 31AIT (TSE:9381) Is Increasing Its Dividend To ¥45.00AIT Corporation's ( TSE:9381 ) dividend will be increasing from last year's payment of the same period to ¥45.00 on...
공시 • Jul 26AIT Corporation to Report Q2, 2026 Results on Oct 10, 2025AIT Corporation announced that they will report Q2, 2026 results on Oct 10, 2025
분석 기사 • Jul 17AIT (TSE:9381) Is Paying Out A Larger Dividend Than Last YearThe board of AIT Corporation ( TSE:9381 ) has announced that it will be paying its dividend of ¥45.00 on the 28th of...
Reported Earnings • Jul 16First quarter 2026 earnings released: EPS: JP¥37.03 (vs JP¥32.39 in 1Q 2025)First quarter 2026 results: EPS: JP¥37.03 (up from JP¥32.39 in 1Q 2025). Revenue: JP¥14.7b (up 14% from 1Q 2025). Net income: JP¥870.0m (up 14% from 1Q 2025). Profit margin: 5.9% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 1% per year.
분석 기사 • Jun 18AIT (TSE:9381) Is Increasing Its Dividend To ¥45.00AIT Corporation ( TSE:9381 ) has announced that it will be increasing its dividend from last year's comparable payment...
Declared Dividend • Jun 18Final dividend increased to JP¥45.00Dividend of JP¥45.00 is 13% higher than last year. Ex-date: 28th August 2025 Payment date: 28th October 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (67% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 19% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Jun 13Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.3% to JP¥1,754. The fair value is estimated to be JP¥1,458, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.2% over the last 3 years, while earnings per share has been flat.
Buy Or Sell Opportunity • May 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥1,746. The fair value is estimated to be JP¥1,453, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.2% over the last 3 years, while earnings per share has been flat.
Buy Or Sell Opportunity • May 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.4% to JP¥1,747. The fair value is estimated to be JP¥1,453, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.2% over the last 3 years, while earnings per share has been flat.
공시 • Apr 26AIT Corporation to Report Q1, 2026 Results on Jul 15, 2025AIT Corporation announced that they will report Q1, 2026 results on Jul 15, 2025
Reported Earnings • Apr 15Full year 2025 earnings released: EPS: JP¥130 (vs JP¥127 in FY 2024)Full year 2025 results: EPS: JP¥130 (up from JP¥127 in FY 2024). Revenue: JP¥55.6b (up 8.2% from FY 2024). Net income: JP¥3.05b (up 1.9% from FY 2024). Profit margin: 5.5% (down from 5.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year.
공시 • Apr 14+ 2 more updatesAIT Corporation, Annual General Meeting, May 21, 2025AIT Corporation, Annual General Meeting, May 21, 2025.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 23 May 2025. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.1%).
분석 기사 • Feb 10AIT (TSE:9381) Has Announced A Dividend Of ¥40.00The board of AIT Corporation ( TSE:9381 ) has announced that it will pay a dividend on the 23rd of May, with investors...
공시 • Feb 03AIT Corporation to Report Fiscal Year 2025 Results on Apr 14, 2025AIT Corporation announced that they will report fiscal year 2025 results on Apr 14, 2025
분석 기사 • Jan 27AIT (TSE:9381) Has Announced A Dividend Of ¥40.00AIT Corporation ( TSE:9381 ) will pay a dividend of ¥40.00 on the 23rd of May. This means the annual payment is 4.9% of...
Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥41.59 (vs JP¥39.63 in 3Q 2024)Third quarter 2025 results: EPS: JP¥41.59 (up from JP¥39.63 in 3Q 2024). Revenue: JP¥15.8b (up 11% from 3Q 2024). Net income: JP¥977.0m (up 4.9% from 3Q 2024). Profit margin: 6.2% (down from 6.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 5% per year.
분석 기사 • Jan 13AIT (TSE:9381) Is Due To Pay A Dividend Of ¥40.00AIT Corporation's ( TSE:9381 ) investors are due to receive a payment of ¥40.00 per share on 23rd of May. Based on this...
분석 기사 • Dec 30AIT (TSE:9381) Is Paying Out A Dividend Of ¥40.00AIT Corporation ( TSE:9381 ) will pay a dividend of ¥40.00 on the 23rd of May. Based on this payment, the dividend...
분석 기사 • Dec 02AIT (TSE:9381) Has Affirmed Its Dividend Of ¥40.00AIT Corporation ( TSE:9381 ) has announced that it will pay a dividend of ¥40.00 per share on the 23rd of May. This...
분석 기사 • Oct 29AIT (TSE:9381) Is Paying Out A Dividend Of ¥40.00AIT Corporation ( TSE:9381 ) will pay a dividend of ¥40.00 on the 23rd of May. This makes the dividend yield 4.5...
Declared Dividend • Oct 29First half dividend of JP¥40.00 announcedDividend of JP¥40.00 is the same as last year. Ex-date: 27th February 2025 Payment date: 23rd May 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio). However, it is covered by cash flows (60% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 6.0% to bring the payout ratio under control, which is less than the 16% EPS growth achieved over the last 5 years.
Reported Earnings • Oct 18Second quarter 2025 earnings released: EPS: JP¥31.88 (vs JP¥33.16 in 2Q 2024)Second quarter 2025 results: EPS: JP¥31.88 (down from JP¥33.16 in 2Q 2024). Revenue: JP¥13.3b (up 9.7% from 2Q 2024). Net income: JP¥749.0m (down 3.9% from 2Q 2024). Profit margin: 5.6% (down from 6.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Aug 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 28 October 2024. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).
분석 기사 • Aug 20AIT (TSE:9381) Will Pay A Dividend Of ¥40.00The board of AIT Corporation ( TSE:9381 ) has announced that it will pay a dividend of ¥40.00 per share on the 28th of...
분석 기사 • Aug 06AIT (TSE:9381) Will Pay A Dividend Of ¥40.00The board of AIT Corporation ( TSE:9381 ) has announced that it will pay a dividend on the 28th of October, with...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,589, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 13x in the Logistics industry in Japan. Total returns to shareholders of 66% over the past three years.
공시 • Jul 27AIT Corporation to Report Q2, 2025 Results on Oct 10, 2024AIT Corporation announced that they will report Q2, 2025 results on Oct 10, 2024
분석 기사 • Jul 22AIT (TSE:9381) Will Pay A Dividend Of ¥40.00AIT Corporation ( TSE:9381 ) has announced that it will pay a dividend of ¥40.00 per share on the 28th of October. This...
Reported Earnings • Jul 18First quarter 2025 earnings released: EPS: JP¥32.39 (vs JP¥32.61 in 1Q 2024)First quarter 2025 results: EPS: JP¥32.39 (down from JP¥32.61 in 1Q 2024). Revenue: JP¥12.9b (down 2.6% from 1Q 2024). Net income: JP¥761.0m (flat on 1Q 2024). Profit margin: 5.9% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jun 20AIT's (TSE:9381) Dividend Will Be ¥40.00AIT Corporation ( TSE:9381 ) has announced that it will pay a dividend of ¥40.00 per share on the 28th of October. This...
Buy Or Sell Opportunity • Jun 13Now 20% undervaluedOver the last 90 days, the stock has risen 3.1% to JP¥1,779. The fair value is estimated to be JP¥2,232, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 20%.
분석 기사 • Jun 06AIT (TSE:9381) Is Due To Pay A Dividend Of ¥40.00AIT Corporation's ( TSE:9381 ) investors are due to receive a payment of ¥40.00 per share on 28th of October. Based on...
Declared Dividend • Jun 06Final dividend of JP¥40.00 announcedDividend of JP¥40.00 is the same as last year. Ex-date: 29th August 2024 Payment date: 28th October 2024 Dividend yield will be 4.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (8% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Apr 29AIT Corporation to Report Q1, 2025 Results on Jul 16, 2024AIT Corporation announced that they will report Q1, 2025 results on Jul 16, 2024
Buy Or Sell Opportunity • Apr 17Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,722. The fair value is estimated to be JP¥2,171, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 20%.
공시 • Apr 16AIT Corporation, Annual General Meeting, May 22, 2024AIT Corporation, Annual General Meeting, May 22, 2024.
Reported Earnings • Apr 16Full year 2024 earnings released: EPS: JP¥127 (vs JP¥157 in FY 2023)Full year 2024 results: EPS: JP¥127 (down from JP¥157 in FY 2023). Revenue: JP¥51.4b (down 26% from FY 2023). Net income: JP¥2.99b (down 19% from FY 2023). Profit margin: 5.8% (up from 5.3% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 19% per year.
Upcoming Dividend • Feb 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 24 May 2024. Payout ratio is a comfortable 8.1% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.8%).
공시 • Jan 31AIT Corporation to Report Fiscal Year 2024 Results on Apr 15, 2024AIT Corporation announced that they will report fiscal year 2024 results on Apr 15, 2024
공시 • Jan 25AIT Corporation Provides Dividend Guidance for the Fiscal Year Ending February 29, 2024AIT Corporation provided dividend guidance for the fiscal year ending February 29, 2024. For the year, the company expects to pay dividend of JPY 40.00 per share against JPY 50.00 per share paid a year ago.
Reported Earnings • Jan 13Third quarter 2024 earnings released: EPS: JP¥39.63 (vs JP¥59.25 in 3Q 2023)Third quarter 2024 results: EPS: JP¥39.63 (down from JP¥59.25 in 3Q 2023). Revenue: JP¥14.2b (down 29% from 3Q 2023). Net income: JP¥931.0m (down 33% from 3Q 2023). Profit margin: 6.6% (down from 7.0% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
공시 • Jan 11AIT Corporation Provides Consolidated Financial Guidance for Quarter Ending February 29, 2024AIT Corporation provided consolidated financial guidance for quarter ending February 29, 2024. For the first half, the company expects Operating revenues of JPY 50,600 million, Operating profit of JPY 4,050 million, Profit attributable to owners of parent of JPY 2,820 million and Net income per share of JPY 120.03.
공시 • Nov 01AIT Corporation to Report Q3, 2024 Results on Jan 11, 2024AIT Corporation announced that they will report Q3, 2024 results on Jan 11, 2024
공시 • Oct 27AIT Corporation Announces Dividend Guidance for the Fiscal Year Ending February 29, 2024AIT Corporation announced dividend guidance for the Fiscal Year Ending February 29, 2024. For the year, the company expects to pay a dividend of JPY 40 per share as compared to JPY 50 a year ago.
Reported Earnings • Oct 13Second quarter 2024 earnings released: EPS: JP¥33.16 (vs JP¥45.25 in 2Q 2023)Second quarter 2024 results: EPS: JP¥33.16 (down from JP¥45.25 in 2Q 2023). Revenue: JP¥12.1b (down 34% from 2Q 2023). Net income: JP¥779.0m (down 27% from 2Q 2023). Profit margin: 6.4% (up from 5.8% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
공시 • Oct 12+ 1 more updateAITCorporation Provides Consolidated Financial Guidance for the Full Year Ending February 29, 2024AIT Corporation provided consolidated financial guidance for the full year ending February 29, 2024. For the full year, the company expects Operating revenues of JPY 70,000 million, Operating profit of JPY 5,300 million, Profit attributable to owners of parent of JPY 3,700 million and Net income per share of JPY 157.49.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥40.00 per share at 5.2% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 30 October 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 5.2%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.7%).
공시 • Jul 30AIT Corporation to Report Q2, 2024 Results on Oct 12, 2023AIT Corporation announced that they will report Q2, 2024 results on Oct 12, 2023
공시 • Jul 28AIT Corporation Provides Consolidated Financial Guidance for the First Half and Full Year Ending February 29, 2024AIT Corporation provided consolidated financial guidance for the first half and full year ending February 29, 2024. For the first half, the company expects Operating revenues of JPY 32,000 million, Operating profit of JPY 2,150 million, Profit attributable to owners of parent of JPY 1,500 million and Net income per share of JPY 63.85. For the full year, the company expects Operating revenues of JPY 70,000 million, Operating profit of JPY 5,300 million, Profit attributable to owners of parent of JPY 3,700 million and Net income per share of JPY 157.49.
Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥32.61 (vs JP¥34.48 in 1Q 2023)First quarter 2024 results: EPS: JP¥32.61 (down from JP¥34.48 in 1Q 2023). Revenue: JP¥13.2b (down 24% from 1Q 2023). Net income: JP¥766.0m (down 5.4% from 1Q 2023). Profit margin: 5.8% (up from 4.7% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
공시 • Jul 12AIT Corporation Provides Financial Guidance for the Quarter Ended August 2023 and February 2024AIT Corporation provided financial guidance for the quarter ended August 2023 and February 2024. For the quarter ended August 2023, the company expected Operating revenues of JPY 32,000 million, Operating profit of JPY 2,150 million, Profit attributable to owners of parent of JPY 1,500 million and Basic earnings per share of JPY 63.85. For the quarter ended February 2024, the company expected Operating revenues of JPY 70,000 million, Operating profit of JPY 5,300 million, Profit attributable to owners of parent of JPY 3,700 million and Basic earnings per share of JPY 157.49.
Reported Earnings • May 30Full year 2023 earnings released: EPS: JP¥157 (vs JP¥101 in FY 2022)Full year 2023 results: EPS: JP¥157 (up from JP¥101 in FY 2022). Revenue: JP¥69.5b (up 16% from FY 2022). Net income: JP¥3.68b (up 56% from FY 2022). Profit margin: 5.3% (up from 3.9% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 15Full year 2023 earnings released: EPS: JP¥157 (vs JP¥101 in FY 2022)Full year 2023 results: EPS: JP¥157 (up from JP¥101 in FY 2022). Revenue: JP¥69.5b (up 16% from FY 2022). Net income: JP¥3.68b (up 56% from FY 2022). Profit margin: 5.3% (up from 3.9% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥50.00 per share at 6.3% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 25 May 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 6.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.7%).
Reported Earnings • Jan 12Third quarter 2023 earnings released: EPS: JP¥59.25 (vs JP¥43.37 in 3Q 2022)Third quarter 2023 results: EPS: JP¥59.25 (up from JP¥43.37 in 3Q 2022). Revenue: JP¥19.9b (up 15% from 3Q 2022). Net income: JP¥1.39b (up 37% from 3Q 2022). Profit margin: 7.0% (up from 5.9% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
공시 • Jan 12+ 1 more updateAIT Corporation Provides Consolidated Earnings Guidance for the Quarter Ending February 2023AIT Corporation provided consolidated earnings guidance for the quarter ending February 2023. For the year, the company expects Operating revenues to be JPY 69,300 million, Operating profit to be JPY 4,930 million, Profit attributable to owners of parent to be JPY 3,430 million, Basic earnings per share to be JPY 146.00.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. No independent directors (7 non-independent directors). Full-Time Auditor Hiroshi Shimizu was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공시 • Oct 31AIT Corporation to Report Q3, 2023 Results on Jan 11, 2023AIT Corporation announced that they will report Q3, 2023 results on Jan 11, 2023
Reported Earnings • Oct 13Second quarter 2023 earnings released: EPS: JP¥45.25 (vs JP¥19.45 in 2Q 2022)Second quarter 2023 results: EPS: JP¥45.25 (up from JP¥19.45 in 2Q 2022). Revenue: JP¥18.4b (up 37% from 2Q 2022). Net income: JP¥1.06b (up 133% from 2Q 2022). Profit margin: 5.8% (up from 3.4% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
공시 • Oct 12+ 1 more updateAIT Corporation Provides Dividend Guidance for the Full Year Ending Feb. 28, 2023AIT Corporation provided dividend guidance for the full year ending Feb. 28, 2023. For the year, the company expects dividend of JPY 50.00 per share compared to JPY 36.00 per share paid a year ago.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 31 October 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).
공시 • Jul 31AIT Corporation to Report Q2, 2023 Results on Oct 12, 2022AIT Corporation announced that they will report Q2, 2023 results on Oct 12, 2022
Reported Earnings • Jul 13First quarter 2023 earnings released: EPS: JP¥34.48 (vs JP¥22.01 in 1Q 2022)First quarter 2023 results: EPS: JP¥34.48 (up from JP¥22.01 in 1Q 2022). Revenue: JP¥17.3b (up 28% from 1Q 2022). Net income: JP¥810.0m (up 57% from 1Q 2022). Profit margin: 4.7% (up from 3.8% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 22% per year.
Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥1,789, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 10x in the Logistics industry in Japan. Total returns to shareholders of 99% over the past three years.
공시 • Jul 12+ 1 more updateAIT Corporation Provides Consolidated Earnings Guidance of Quarter Ending August 2022 and Full Year Ending Feb. 28, 2023AIT Corporation provided consolidated earnings guidance of quarter ending August 2022 and full year ending Feb. 28, 2023. For quarter, the company expects Operating revenues to be JPY 33,500 million, Operating profit to be JPY 2,350 million, Profit attributable to owners of parent to be JPY 1,610 million, Basic earnings per share to be JPY 68.53.For year, the company expects Operating revenues to be JPY 69,300 million, Operating profit to be JPY 4,930 million, Profit attributable to owners of parent to be JPY 3,430million, Basic earnings per share to be JPY 146.00. For the year, the company expects to pay JPY 61.00 per share compared to JPY 58.00 per share paid a year ago.
Reported Earnings • May 29Full year 2022 earnings released: EPS: JP¥101 (vs JP¥73.39 in FY 2021)Full year 2022 results: EPS: JP¥101 (up from JP¥73.39 in FY 2021). Revenue: JP¥59.9b (up 31% from FY 2021). Net income: JP¥2.37b (up 37% from FY 2021). Profit margin: 3.9% (up from 3.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 16% per year.
공시 • May 02AIT Corporation to Report Q1, 2023 Results on Jul 12, 2022AIT Corporation announced that they will report Q1, 2023 results on Jul 12, 2022
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). Full-Time Auditor Hiroshi Shimizu was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 14Full year 2022 earnings released: EPS: JP¥101 (vs JP¥73.39 in FY 2021)Full year 2022 results: EPS: JP¥101 (up from JP¥73.39 in FY 2021). Revenue: JP¥59.9b (up 31% from FY 2021). Net income: JP¥2.37b (up 37% from FY 2021). Profit margin: 3.9% (up from 3.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
공시 • Apr 14AIT Corporation, Annual General Meeting, May 24, 2022AIT Corporation, Annual General Meeting, May 24, 2022.
공시 • Apr 13+ 2 more updatesAIT Corporation Provides Dividend Guidance for the Year End of Fiscal Year 2023AIT Corporation provided dividend guidance for the year end of fiscal year 2023, the company expects to pay dividend of JPY 31.00 per share against JPY 36.00 per share a year ago.
Upcoming Dividend • Feb 18Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 26 May 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.2%).
공시 • Jan 30AIT Corporation to Report Fiscal Year 2022 Results on Apr 13, 2022AIT Corporation announced that they will report fiscal year 2022 results on Apr 13, 2022
Reported Earnings • Jan 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥43.37 (up from JP¥24.18 in 3Q 2021). Revenue: JP¥17.3b (up 44% from 3Q 2021). Net income: JP¥1.02b (up 79% from 3Q 2021). Profit margin: 5.9% (up from 4.7% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 12% per year.
공시 • Jan 13AIT Corporation Provides Earnings Guidance for the Fiscal Year Ending Feb. 2022AIT Corporation provides earnings guidance for the fiscal year ending Feb. 2022. For the full year, The company expects Operating revenues to be JPY 57,000 million, Operating profit to be JPY 3,270 million, Profit attributable to owners of parent to be JPY 2,250 million or JPY 95.77 per basic share.