Reported Earnings • Apr 10
Full year 2026 earnings released: EPS: JP¥175 (vs JP¥177 in FY 2025) Full year 2026 results: EPS: JP¥175 (down from JP¥177 in FY 2025). Revenue: JP¥547.1b (up 2.9% from FY 2025). Net income: JP¥5.97b (down 1.1% from FY 2025). Profit margin: 1.1% (in line with FY 2025). Announcement • Apr 09
Aeon Kyushu Co., Ltd., Annual General Meeting, May 20, 2026 Aeon Kyushu Co., Ltd., Annual General Meeting, May 20, 2026. Announcement • Apr 02
Aeon Kyushu Co., Ltd. to Report Fiscal Year 2026 Results on Apr 09, 2026 Aeon Kyushu Co., Ltd. announced that they will report fiscal year 2026 results on Apr 09, 2026 Upcoming Dividend • Feb 19
Upcoming dividend of JP¥30.00 per share Eligible shareholders must have bought the stock before 26 February 2026. Payment date: 30 April 2026. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%). Reported Earnings • Jan 09
Third quarter 2026 earnings released: EPS: JP¥4.57 (vs JP¥8.64 in 3Q 2025) Third quarter 2026 results: EPS: JP¥4.57 (down from JP¥8.64 in 3Q 2025). Revenue: JP¥133.6b (up 2.9% from 3Q 2025). Net income: JP¥156.0m (down 47% from 3Q 2025). Profit margin: 0.1% (down from 0.2% in 3Q 2025). The decrease in margin was driven by higher expenses. Announcement • Dec 19
Aeon Kyushu Co., Ltd. to Report Q3, 2026 Results on Jan 08, 2026 Aeon Kyushu Co., Ltd. announced that they will report Q3, 2026 results on Jan 08, 2026 Declared Dividend • Nov 01
First half dividend of JP¥30.00 announced Shareholders will receive a dividend of JP¥30.00. Ex-date: 26th February 2026 Payment date: 30th April 2026 Dividend yield will be 1.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (20% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 34% per year over the past 2 years and payments have been stable during that time. Earnings per share has grown by 1.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Announcement • Oct 22
Aeon Kyushu Co., Ltd. (TSE:2653) signed memorandum of understanding to acquire Tokiwa Industry Co,.Ltd. from Tokiwa Co., Ltd. Aeon Kyushu Co., Ltd. (TSE:2653) signed memorandum of understanding to acquire Tokiwa Industry Co,.Ltd. from Tokiwa Co., Ltd. on October 21, 2025. Aeon Kyushu is acquiring 0.164 million shares in Tokiwa Industry.
The expected completion of the transaction is by late January 2026. Reported Earnings • Oct 15
Second quarter 2026 earnings released: EPS: JP¥90.32 (vs JP¥42.95 in 2Q 2025) Second quarter 2026 results: EPS: JP¥90.32 (up from JP¥42.95 in 2Q 2025). Revenue: JP¥139.9b (up 3.0% from 2Q 2025). Net income: JP¥3.08b (up 111% from 2Q 2025). Profit margin: 2.2% (up from 1.1% in 2Q 2025). The increase in margin was driven by higher revenue. New Risk • Sep 24
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. 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: Minor Risks High level of debt (61% net debt to equity). Less than 3 years of financial data is available. Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Upcoming Dividend • Aug 21
Upcoming dividend of JP¥20.00 per share Eligible shareholders must have bought the stock before 28 August 2025. Payment date: 30 October 2025. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%). Announcement • Jul 26
Aeon Kyushu Co., Ltd. to Report Q2, 2026 Results on Oct 14, 2025 Aeon Kyushu Co., Ltd. announced that they will report Q2, 2026 results on Oct 14, 2025 Reported Earnings • Jul 14
First quarter 2026 earnings released: EPS: JP¥15.08 (vs JP¥15.75 in 1Q 2025) First quarter 2026 results: EPS: JP¥15.08 (down from JP¥15.75 in 1Q 2025). Revenue: JP¥131.9b (up 4.4% from 1Q 2025). Net income: JP¥514.0m (down 3.9% from 1Q 2025). Profit margin: 0.4% (in line with 1Q 2025). Board Change • Jul 09
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Toshihiko Aoyagi was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Declared Dividend • Jun 18
Final dividend of JP¥20.00 announced Dividend of JP¥20.00 is the same as last year. Ex-date: 28th August 2025 Payment date: 30th October 2025 Dividend yield will be 1.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 27% per year over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 72% to shift the payout ratio to a potentially unsustainable range, which is more than the 2.9% EPS decline seen over the last 5 years. Announcement • Jun 13
Aeon Kyushu Co., Ltd. to Report Q1, 2026 Results on Jul 11, 2025 Aeon Kyushu Co., Ltd. announced that they will report Q1, 2026 results on Jul 11, 2025 New Risk • Apr 15
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 20% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risks High level of debt (58% net debt to equity). Less than 3 years of financial data is available. Reported Earnings • Apr 12
Full year 2025 earnings released: EPS: JP¥177 (vs JP¥205 in FY 2024) Full year 2025 results: EPS: JP¥177 (down from JP¥205 in FY 2024). Revenue: JP¥531.6b (up 4.2% from FY 2024). Net income: JP¥6.04b (down 14% from FY 2024). Profit margin: 1.1% (down from 1.4% in FY 2024). Announcement • Apr 11
Aeon Kyushu Co., Ltd., Annual General Meeting, May 21, 2025 Aeon Kyushu Co., Ltd., Annual General Meeting, May 21, 2025. Announcement • Mar 05
Aeon Kyushu Co., Ltd. to Report Fiscal Year 2025 Results on Apr 11, 2025 Aeon Kyushu Co., Ltd. announced that they will report fiscal year 2025 results on Apr 11, 2025 Upcoming Dividend • Feb 20
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 27 February 2025. Payment date: 30 April 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%). Reported Earnings • Jan 15
Third quarter 2025 earnings released: EPS: JP¥8.64 (vs JP¥79.59 in 3Q 2024) Third quarter 2025 results: EPS: JP¥8.64 (down from JP¥79.59 in 3Q 2024). Revenue: JP¥129.8b (down 2.9% from 3Q 2024). Net income: JP¥294.0m (down 89% from 3Q 2024). Profit margin: 0.2% (down from 2.0% in 3Q 2024). Announcement • Dec 05
Aeon Kyushu Co., Ltd. to Report Q3, 2025 Results on Jan 10, 2025 Aeon Kyushu Co., Ltd. announced that they will report Q3, 2025 results on Jan 10, 2025 Declared Dividend • Oct 31
First half dividend of JP¥25.00 announced Shareholders will receive a dividend of JP¥25.00. Ex-date: 27th February 2025 Payment date: 30th April 2025 Dividend yield will be 1.5%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (13% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to decline by 49% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.9% EPS decline seen over the last 5 years. Announcement • Sep 14
Aeon Kyushu Co., Ltd. to Report Q2, 2025 Results on Oct 09, 2024 Aeon Kyushu Co., Ltd. announced that they will report Q2, 2025 results on Oct 09, 2024 Upcoming Dividend • Aug 22
Upcoming dividend of JP¥20.00 per share Eligible shareholders must have bought the stock before 29 August 2024. Payment date: 30 October 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%). Announcement • Jun 10
Aeon Kyushu Co., Ltd. to Report Q1, 2025 Results on Jul 10, 2024 Aeon Kyushu Co., Ltd. announced that they will report Q1, 2025 results on Jul 10, 2024 Declared Dividend • Jun 06
Final dividend of JP¥20.00 announced Shareholders will receive a dividend of JP¥20.00. Ex-date: 29th August 2024 Payment date: 30th October 2024 Dividend yield will be 2.0%, which is higher than the industry average of 1.2%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Announcement • Apr 12
Aeon Kyushu Co., Ltd., Annual General Meeting, May 24, 2024 Aeon Kyushu Co., Ltd., Annual General Meeting, May 24, 2024. Announcement • Mar 08
Aeon Kyushu Co., Ltd. to Report Fiscal Year 2024 Results on Apr 10, 2024 Aeon Kyushu Co., Ltd. announced that they will report fiscal year 2024 results on Apr 10, 2024 Upcoming Dividend • Feb 21
Upcoming dividend of JP¥36.00 per share Eligible shareholders must have bought the stock before 28 February 2024. Payment date: 30 April 2024. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.2%). Announcement • Dec 08
Aeon Kyushu Co., Ltd. to Report Q3, 2024 Results on Jan 12, 2024 Aeon Kyushu Co., Ltd. announced that they will report Q3, 2024 results on Jan 12, 2024 Announcement • Sep 07
Aeon Kyushu Co., Ltd. to Report Q2, 2024 Results on Oct 11, 2023 Aeon Kyushu Co., Ltd. announced that they will report Q2, 2024 results on Oct 11, 2023 Announcement • Jun 24
Aeon Kyushu Co., Ltd. to Report Q1, 2024 Results on Jul 12, 2023 Aeon Kyushu Co., Ltd. announced that they will report Q1, 2024 results on Jul 12, 2023 Upcoming Dividend • Feb 20
Inaugural dividend of JP¥20.00 per share Eligible shareholders must have bought the stock before 27 February 2023. Payment date: 28 April 2023. This is the first dividend for Aeon Kyushu since going public. The average dividend yield among industry peers is 1.5%. Announcement • Dec 29
Aeon Kyushu Co., Ltd. to Report Q3, 2023 Results on Jan 13, 2023 Aeon Kyushu Co., Ltd. announced that they will report Q3, 2023 results on Jan 13, 2023 Board Change • Nov 16
No independent directors 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. 6 highly experienced directors. No independent directors (8 non-independent directors). Chairman Yoshiki Mori was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Announcement • Sep 15
Aeon Kyushu Co., Ltd. to Report Q2, 2023 Results on Oct 05, 2022 Aeon Kyushu Co., Ltd. announced that they will report Q2, 2023 results on Oct 05, 2022 Announcement • Jun 25
Aeon Kyushu Co., Ltd. to Report Q1, 2023 Results on Jul 06, 2022 Aeon Kyushu Co., Ltd. announced that they will report Q1, 2023 results on Jul 06, 2022 Board Change • Apr 27
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. No independent directors (8 non-independent directors). Chairman Yoshiki Mori was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Announcement • Apr 10
Aeon Kyushu Co., Ltd., Annual General Meeting, May 17, 2022 Aeon Kyushu Co., Ltd., Annual General Meeting, May 17, 2022. Announcement • Apr 07
Aeon Kyushu Co., Ltd. to Report Fiscal Year 2022 Results on Apr 08, 2022 Aeon Kyushu Co., Ltd. announced that they will report fiscal year 2022 results on Apr 08, 2022 Upcoming Dividend • Feb 18
Inaugural dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 25 February 2022. Payment date: 28 April 2022. The company is not currently making a profit and is not cash flow positive. This is the first dividend for Aeon Kyushu since going public. The average dividend yield among industry peers is 1.7%. Is New 90 Day High Low • Feb 20
New 90-day high: JP¥2,028 The company is up 8.0% from its price of JP¥1,877 on 20 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Multiline Retail industry, which is up 7.0% over the same period. Upcoming Dividend • Feb 18
Upcoming Dividend of JP¥10.00 Per Share Will be paid on the 27th of April to those who are registered shareholders by the 25th of February. The trailing yield of 0.5% is below the top quartile of Japanese dividend payers (2.8%), and is lower than industry peers (1.3%). Is New 90 Day High Low • Jan 20
New 90-day high: JP¥1,960 The company is up 3.0% from its price of JP¥1,899 on 22 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Multiline Retail industry, which is down 3.0% over the same period. Announcement • Jan 07
Aeon Kyushu Co., Ltd. to Report Q3, 2021 Results on Jan 12, 2021 Aeon Kyushu Co., Ltd. announced that they will report Q3, 2021 results on Jan 12, 2021 Is New 90 Day High Low • Dec 30
New 90-day high: JP¥1,914 The company is up 2.0% from its price of JP¥1,869 on 30 September 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Multiline Retail industry, which is down 1.0% over the same period. Announcement • Sep 25
Aeon Kyushu Co., Ltd. to Report Q2, 2021 Results on Oct 07, 2020 Aeon Kyushu Co., Ltd. announced that they will report Q2, 2021 results on Oct 07, 2020 Announcement • Jul 05
Aeon Kyushu Co., Ltd. to Report Q1, 2021 Results on Jul 08, 2020 Aeon Kyushu Co., Ltd. announced that they will report Q1, 2021 results on Jul 08, 2020