Reported Earnings • May 20
Full year 2026 earnings released: EPS: JP¥62.61 (vs JP¥95.03 in FY 2025) Full year 2026 results: EPS: JP¥62.61 (down from JP¥95.03 in FY 2025). Revenue: JP¥11.6b (down 13% from FY 2025). Net income: JP¥504.0m (down 34% from FY 2025). Profit margin: 4.3% (down from 5.8% in FY 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Announcement • May 15
AZUMA HOUSE Co., Ltd., Annual General Meeting, Jun 26, 2026 AZUMA HOUSE Co., Ltd., Annual General Meeting, Jun 26, 2026. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥17.50 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%). Reported Earnings • Feb 16
Third quarter 2026 earnings released: EPS: JP¥16.52 (vs JP¥24.22 in 3Q 2025) Third quarter 2026 results: EPS: JP¥16.52 (down from JP¥24.22 in 3Q 2025). Revenue: JP¥2.82b (down 16% from 3Q 2025). Net income: JP¥133.0m (down 32% from 3Q 2025). Profit margin: 4.7% (down from 5.8% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 1% per year. New Risk • Dec 02
New major risk - Financial position The company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 14% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Profit margins are more than 30% lower than last year (4.8% net profit margin). Market cap is less than US$100m (JP¥6.21b market cap, or US$39.9m). Announcement • Dec 01
AZUMA HOUSE Co., Ltd. to Report Q3, 2026 Results on Feb 13, 2026 AZUMA HOUSE Co., Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026 Announcement • Sep 30
AZUMA HOUSE Co., Ltd. to Report Q2, 2026 Results on Nov 14, 2025 AZUMA HOUSE Co., Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025 Upcoming Dividend • Sep 22
Upcoming dividend of JP¥17.50 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%). Reported Earnings • Aug 10
First quarter 2026 earnings released: EPS: JP¥16.65 (vs JP¥23.73 in 1Q 2025) First quarter 2026 results: EPS: JP¥16.65 (down from JP¥23.73 in 1Q 2025). Revenue: JP¥2.61b (down 5.3% from 1Q 2025). Net income: JP¥134.0m (down 30% from 1Q 2025). Profit margin: 5.1% (down from 6.9% in 1Q 2025). The decrease in margin was driven by lower revenue. 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 1% per year. Announcement • Jun 06
AZUMA HOUSE Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025 AZUMA HOUSE Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025 Reported Earnings • May 21
Full year 2025 earnings released: EPS: JP¥95.03 (vs JP¥99.05 in FY 2024) Full year 2025 results: EPS: JP¥95.03 (down from JP¥99.05 in FY 2024). Revenue: JP¥13.3b (up 1.5% from FY 2024). Net income: JP¥765.0m (down 4.0% from FY 2024). Profit margin: 5.8% (down from 6.1% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 1% per year. Announcement • May 15
AZUMA HOUSE Co., Ltd., Annual General Meeting, Jun 26, 2025 AZUMA HOUSE Co., Ltd., Annual General Meeting, Jun 26, 2025. New Risk • May 14
New minor risk - Dividend sustainability The company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 4.8% 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 Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥5.93b market cap, or US$40.4m). Upcoming Dividend • Mar 21
Upcoming dividend of JP¥17.50 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 29% 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 (1.5%). Announcement • Mar 05
AZUMA HOUSE Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025 AZUMA HOUSE Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025 Reported Earnings • Feb 16
Third quarter 2025 earnings released: EPS: JP¥24.22 (vs JP¥22.86 in 3Q 2024) Third quarter 2025 results: EPS: JP¥24.22 (up from JP¥22.86 in 3Q 2024). Revenue: JP¥3.37b (down 2.3% from 3Q 2024). Net income: JP¥195.0m (up 6.0% from 3Q 2024). Profit margin: 5.8% (up from 5.3% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Announcement • Dec 03
AZUMA HOUSE Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025 AZUMA HOUSE Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025 Upcoming Dividend • Sep 20
Upcoming dividend of JP¥17.50 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.8%). Announcement • Sep 13
AZUMA HOUSE Co., Ltd. to Report Q2, 2025 Results on Nov 14, 2024 AZUMA HOUSE Co., Ltd. announced that they will report Q2, 2025 results on Nov 14, 2024 Reported Earnings • Aug 13
First quarter 2025 earnings released: EPS: JP¥23.73 (vs JP¥17.92 in 1Q 2024) First quarter 2025 results: EPS: JP¥23.73 (up from JP¥17.92 in 1Q 2024). Revenue: JP¥2.76b (down 1.3% from 1Q 2024). Net income: JP¥191.0m (up 33% from 1Q 2024). Profit margin: 6.9% (up from 5.2% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year and the company’s share price has also fallen by 1% per year. Announcement • Jun 19
AZUMA HOUSE Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024 AZUMA HOUSE Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024 Announcement • May 17
AZUMA HOUSE Co., Ltd., Annual General Meeting, Jun 27, 2024 AZUMA HOUSE Co., Ltd., Annual General Meeting, Jun 27, 2024. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥17.50 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 68% but the company is paying out more than the cash it is generating. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.6%). Announcement • Mar 06
AZUMA HOUSE Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024 AZUMA HOUSE Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024 Reported Earnings • Feb 17
Third quarter 2024 earnings released: EPS: JP¥22.86 (vs JP¥26.02 in 3Q 2023) Third quarter 2024 results: EPS: JP¥22.86 (down from JP¥26.02 in 3Q 2023). Revenue: JP¥3.45b (down 9.9% from 3Q 2023). Net income: JP¥184.0m (down 12% from 3Q 2023). Profit margin: 5.3% (down from 5.4% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has remained flat. Announcement • Dec 02
AZUMA HOUSE Co., Ltd. to Report Q3, 2024 Results on Feb 14, 2024 AZUMA HOUSE Co., Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024 Reported Earnings • Nov 19
Second quarter 2024 earnings released: EPS: JP¥18.02 (vs JP¥19.49 in 2Q 2023) Second quarter 2024 results: EPS: JP¥18.02 (down from JP¥19.49 in 2Q 2023). Revenue: JP¥3.16b (down 3.0% from 2Q 2023). Net income: JP¥145.0m (down 7.1% from 2Q 2023). Profit margin: 4.6% (down from 4.8% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 2% per year. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥17.50 per share at 4.5% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 08 December 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%). Announcement • Aug 30
AZUMA HOUSE Co., Ltd. to Report Q2, 2024 Results on Nov 14, 2023 AZUMA HOUSE Co., Ltd. announced that they will report Q2, 2024 results on Nov 14, 2023 Reported Earnings • Aug 13
First quarter 2024 earnings released: EPS: JP¥17.92 (vs JP¥26.26 in 1Q 2023) First quarter 2024 results: EPS: JP¥17.92 (down from JP¥26.26 in 1Q 2023). Revenue: JP¥2.80b (down 12% from 1Q 2023). Net income: JP¥144.0m (down 32% from 1Q 2023). Profit margin: 5.2% (down from 6.6% in 1Q 2023). The decrease in margin was driven by lower revenue. 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. Announcement • Jun 14
AZUMA HOUSE Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023 AZUMA HOUSE Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥17.50 per share at 4.5% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%). Reported Earnings • Feb 17
Third quarter 2023 earnings released: EPS: JP¥26.02 (vs JP¥27.51 in 3Q 2022) Third quarter 2023 results: EPS: JP¥26.02 (down from JP¥27.51 in 3Q 2022). Revenue: JP¥3.82b (up 8.2% from 3Q 2022). Net income: JP¥208.0m (down 5.9% from 3Q 2022). Profit margin: 5.4% (down from 6.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year. Announcement • Nov 27
Azuma House Co., Ltd. to Report Q3, 2023 Results on Feb 14, 2023 Azuma House Co., Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023 Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: JP¥19.49 (vs JP¥27.26 in 2Q 2022) Second quarter 2023 results: EPS: JP¥19.49 (down from JP¥27.26 in 2Q 2022). Revenue: JP¥3.26b (down 7.4% from 2Q 2022). Net income: JP¥156.0m (down 29% from 2Q 2022). Profit margin: 4.8% (down from 6.2% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 5% per year. Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 2 highly experienced directors. 1 independent director (4 non-independent directors). Managing Director & Director Yukinori Magawa was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Aug 12
First quarter 2023 earnings released: EPS: JP¥26.26 (vs JP¥16.93 in 1Q 2022) First quarter 2023 results: EPS: JP¥26.26 (up from JP¥16.93 in 1Q 2022). Revenue: JP¥3.18b (flat on 1Q 2022). Net income: JP¥211.0m (up 55% from 1Q 2022). Profit margin: 6.6% (up from 4.3% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. 1 independent director (4 non-independent directors). Managing Director & Director Yukinori Magawa was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥70.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 29 June 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%). Reported Earnings • Feb 20
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥55.02 (down from JP¥60.74 in 3Q 2021). Revenue: JP¥3.53b (down 14% from 3Q 2021). Net income: JP¥221.0m (down 9.4% from 3Q 2021). Profit margin: 6.3% (up from 6.0% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Reported Earnings • Nov 15
Second quarter 2022 earnings released: EPS JP¥54.52 (vs JP¥50.04 in 2Q 2021) The company reported a solid second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2022 results: Revenue: JP¥3.52b (flat on 2Q 2021). Net income: JP¥219.0m (up 9.0% from 2Q 2021). Profit margin: 6.2% (up from 5.7% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. Reported Earnings • Aug 13
First quarter 2022 earnings released: EPS JP¥33.86 (vs JP¥38.09 in 1Q 2021) The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥3.16b (up 13% from 1Q 2021). Net income: JP¥136.0m (down 11% from 1Q 2021). Profit margin: 4.3% (down from 5.5% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥70.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.3%). Is New 90 Day High Low • Feb 19
New 90-day high: JP¥1,525 The company is up 9.0% from its price of JP¥1,395 on 20 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 25% over the same period. Reported Earnings • Feb 14
Third quarter 2021 earnings released: EPS JP¥60.74 (vs JP¥45.80 in 3Q 2020) The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: JP¥4.09b (up 42% from 3Q 2020). Net income: JP¥244.0m (up 33% from 3Q 2020). Profit margin: 6.0% (down from 6.4% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 7% per year. Is New 90 Day High Low • Feb 02
New 90-day high: JP¥1,512 The company is up 10.0% from its price of JP¥1,380 on 04 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 20% over the same period. Is New 90 Day High Low • Jan 12
New 90-day high: JP¥1,464 The company is up 4.0% from its price of JP¥1,407 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 28% over the same period. Is New 90 Day High Low • Dec 01
New 90-day high: JP¥1,430 The company is up 4.0% from its price of JP¥1,374 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 11% over the same period. Reported Earnings • Nov 18
Second quarter 2021 earnings released: EPS JP¥50.04 The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥3.51b (down 7.9% from 2Q 2020). Net income: JP¥201.0m (down 23% from 2Q 2020). Profit margin: 5.7% (down from 6.8% in 2Q 2020). The decrease in margin was driven by lower revenue. Is New 90 Day High Low • Sep 30
New 90-day high: JP¥1,414 The company is up 3.0% from its price of JP¥1,367 on 02 July 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 9.0% over the same period.