Aeon Co., Ltd.

TSE:8267 Aktierapport

Börsvärde: JP¥4.3t

Aeon Framtida tillväxt

Future kriterier kontrolleras 2/6

Aeon förväntas öka intäkter och intäkter med 17.9% respektive 4.6% per år. EPS förväntas tillväxt med 17.3% per år. Avkastningen på eget kapital förväntas bli 10.4% om 3 år.

Viktig information

17.9%

Tillväxttakt i vinsten

17.26%

Tillväxttakt för EPS

Consumer Retailing vinsttillväxt10.7%
Intäkternas tillväxttakt4.6%
Framtida avkastning på eget kapital10.40%
Bevakning av analytiker

Good

Senast uppdaterad16 Apr 2026

Senaste uppdateringarna om framtida tillväxt

Aeon Co., Ltd. Just Recorded A 11% EPS Beat: Here's What Analysts Are Forecasting Next

Apr 11
Aeon Co., Ltd. Just Recorded A 11% EPS Beat: Here's What Analysts Are Forecasting Next

Recent updates

8267: Dividend Outlook And Margin Improvement Will Drive Future Earnings Upside

Aeon’s analyst price target remains at ¥2,600. Analysts highlight updated assumptions for a higher discount rate, slightly softer revenue growth, improved profit margins, and a lower future P/E multiple as justification for keeping the target unchanged.

We Think Aeon's (TSE:8267) Profit Is Only A Baseline For What They Can Achieve

Apr 17
We Think Aeon's (TSE:8267) Profit Is Only A Baseline For What They Can Achieve

8267: Higher P/E And Impairment Charge Will Limit Upside Despite Dividend Plans

Analysts have reduced Aeon's fair value estimate from ¥1,862.5 to ¥1,832.5. This change reflects updated views on a slightly higher discount rate, more conservative assumptions for revenue growth and profit margins, and a revised future P/E of 59.97x. What's in the News Aeon issued consolidated earnings guidance for the fiscal year ending February 28, 2027, with expected operating revenue of ¥12,000,000 million, operating profit of ¥340,000 million, profit attributable to owners of the parent of ¥73,000 million, and basic EPS of ¥26.39 (company guidance).

Aeon Co., Ltd. Just Recorded A 11% EPS Beat: Here's What Analysts Are Forecasting Next

Apr 11
Aeon Co., Ltd. Just Recorded A 11% EPS Beat: Here's What Analysts Are Forecasting Next

8267: Raised Guidance And Tsuruha Consolidation Will Continue To Leave Shares Overpriced

Aeon’s analyst price target has been revised to ¥550, with analysts pointing to updated assumptions around revenue growth, profit margin, discount rate and a lower implied future P/E as key drivers of the change in view. What's in the News Aeon held an Analyst/Investor Day, providing the market with additional detail on its plans and assumptions around future performance (Key Developments).

8267: Consolidation Of Tsuruha Will Drive Portfolio Reforms And Earnings Upside

The analyst price target for Aeon remains at ¥2,600. Analysts point to a slightly higher discount rate, softer assumed revenue growth and profit margins, and a higher future P/E multiple as offsetting factors that together support keeping the target unchanged.

8267: Higher P/E Assumptions Will Restrain Upside Despite Earnings Guidance Update

Aeon’s analyst price target has shifted from ¥1,814 to ¥1,863 as analysts factor in updated assumptions for the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Aeon held an Analyst/Investor Day, giving the market an updated view of its business plans and capital allocation priorities (Key Developments).

8267: Consolidation Of Tsuruha And Portfolio Reforms Will Shape Earnings Outlook

Analysts have adjusted their price target for Aeon to ¥2,600 from ¥4,800, reflecting updated assumptions around slightly lower discount rates, higher revenue growth, a higher profit margin, and a higher future P/E multiple. What's in the News Aeon revised its consolidated earnings guidance for the fiscal year ending February 28, 2026, now expecting operating revenue of ¥10,700,000 million and operating profit of ¥275,000 million, with net income attributable to owners of parent in a range of ¥60,000 million to ¥70,000 million and net income per share projected at ¥22.35 to ¥26.07, compared with prior net income guidance of ¥40,000 million and net income per share of ¥15.49 (Key Developments).

8267: Elevated Guidance And Tsuruha Consolidation Will Likely Leave Shares Overpriced

Aeon’s analyst price target has shifted from ¥223.02 to ¥550.00 as analysts now apply higher assumptions for revenue growth, profit margins, and future P/E multiples, while using a slightly lower discount rate. What's in the News Aeon raised its consolidated guidance for the fiscal year ending February 28, 2026.

8267: Tender Offer And Lower Future P/E Will Limit Upside

Aeon’s analyst price target has shifted modestly higher to US$1,814.29 from US$1,792.86 as analysts factor in updated assumptions for revenue growth, profit margins, the discount rate and a lower future P/E multiple. What's in the News Aeon revised its consolidated earnings guidance for the fiscal year ending February 28, 2026, and now expects operating revenue of ¥10.7b and operating profit of ¥275,000m.

8267: Tender Offer And High Future P/E Will Likely Limit Upside

Analysts have nudged their price target on Aeon slightly higher to reflect updated assumptions around discount rates, revenue growth, profit margins and future P/E. The revised valuation is now framed around a fair value of $1,792.86 per share.

8267: Rising Profit Margins Will Likely Fail To Offset Multiple Compression

Analysts have raised their price target on Aeon from approximately $1,630.95 to $1,792.86. This reflects improved profit margin assumptions and a lower expected future P E multiple, despite slightly softer long term revenue growth forecasts.

8267: Elevated Future P E Multiple Will Likely Pressure Share Returns

Analysts have nudged their price target on Aeon slightly higher to approximately $1,631 per share, reflecting modestly higher long term growth and profitability assumptions despite a marginally increased discount rate. What's in the News Aeon Co., Ltd.

8267: Rising P E Ratio Will Likely Intensify Downside Risks This Year

Narrative Update on Aeon: Analyst Price Target Revision Analysts have raised their price target for Aeon from $1,573.81 to $1,630.95. They cite modest adjustments in discount rates and projected growth assumptions as key factors behind the upward revision.

8267: Elevated P E Ratio Will Heighten Downside Risk in Coming Quarters

Narrative Update on Aeon: Analyst Price Target Revision Analysts have raised Aeon's fair value estimate from $1,392.86 to $1,573.81. They cite improvements in expected revenue growth and profit margins as factors supporting the higher forecast.

Aging Demographics And Digital Trends Will Shape Retail Profits Ahead

Analysts have raised Aeon's fair value estimate from $1,331 to $1,393. This change reflects increased revenue growth forecasts and improved profit margin expectations.

Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape

Analysts have raised their price target for Aeon from $1,278.62 to $1,331.00. They cite improved profit margins, even though the revenue growth outlook is slightly tempered and the discount rate is incrementally higher.

Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape

Aeon's improved net profit margin and a modest decline in its future P/E multiple have contributed to a slight upward revision of the consensus analyst price target from ¥1250 to ¥1279. What's in the News Aeon reported an extraordinary impairment loss of JPY 8,131 million for the three months ended May 31, 2025, significantly higher than JPY 979 million a year earlier.

Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape

Aeon's consensus price target has been raised to ¥1250, primarily reflecting a modest expansion in its forward P/E multiple while net profit margin remains steady. What's in the News Aeon reported an extraordinary impairment loss of JPY 8,131 million for the three months ended May 31, 2025, significantly higher than JPY 979 million a year ago.

Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape

Aeon's consensus price target has been sharply reduced, as a lower discount rate was outweighed by a higher future P/E, bringing fair value down significantly from ¥3664 to ¥1297. What's in the News Reported extraordinary impairment loss of JPY 8,131 million for the quarter, significantly higher than JPY 979 million a year earlier.
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Climate Volatility Will Impact Retail Sales, But TOPVALU BESTPRICE Could Draw More Customers Ahead

Record high temperatures affecting retail segments may pressure future Aeon revenue growth due to sales pattern impacts.

Prognoser för vinst- och omsättningstillväxt

TSE:8267 - Analytikernas framtida uppskattningar och tidigare finansiella data (JPY Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
2/28/202912,410,803124,136192,915688,8486
2/29/202812,156,652104,159123,436600,4828
2/28/202711,714,54475,775213,084662,2268
2/28/202610,715,34272,677598,0531,126,589N/A
11/30/202510,413,70435,299N/AN/AN/A
8/31/202510,325,41227,343606,4281,128,597N/A
5/31/202510,252,55718,865N/AN/AN/A
2/28/202510,134,87728,783100,260566,218N/A
11/30/20249,998,27810,666N/AN/AN/A
8/31/20249,841,65726,86247,067457,212N/A
5/31/20249,677,97532,089N/AN/AN/A
2/29/20249,553,55744,692-27,749368,487N/A
11/30/20239,420,89243,422N/AN/AN/A
8/31/20239,340,97426,661-37,787364,954N/A
5/31/20239,238,39419,737N/AN/AN/A
2/28/20239,116,82321,38162,862433,710N/A
11/30/20228,987,17611,778N/AN/AN/A
8/31/20228,858,22219,954137,583469,950N/A
5/31/20228,765,96920,875N/AN/AN/A
2/28/20228,715,9576,504-148,069204,452N/A
11/30/20218,661,939-17,390N/AN/AN/A
8/31/20218,678,297-8,880128,973444,556N/A
5/31/20218,680,847-12,050N/AN/AN/A
2/28/20218,603,910-71,02495,206396,461N/A
11/30/20208,609,740-29,409N/AN/AN/A
8/31/20208,584,524-34,509-177,154169,797N/A
5/31/20208,564,136-22,793N/AN/AN/A
2/29/20208,604,20726,838206,898624,660N/A
11/30/20198,565,85616,664N/AN/AN/A
8/31/20198,542,02916,868N/A616,559N/A
5/31/20198,529,93112,737N/AN/AN/A
2/28/20198,518,21523,637N/A469,874N/A
11/30/20188,522,80529,556N/AN/AN/A
8/31/20188,487,81030,864N/A510,936N/A
5/31/20188,426,53127,401N/AN/AN/A
2/28/20188,390,01224,522N/A463,911N/A
11/30/20178,316,85624,107N/AN/AN/A
8/31/20178,266,91120,845N/A368,838N/A
5/31/20178,232,11721,188N/AN/AN/A
2/28/20178,210,14511,255N/A294,893N/A
11/30/20168,240,5436,226N/AN/AN/A
8/31/20168,213,680-1,493N/A229,893N/A
5/31/20168,203,457-5,266N/AN/AN/A
2/29/20168,176,7326,008N/A43,156N/A
11/30/20158,037,582-4,769N/AN/AN/A
8/31/20157,721,91542,177N/A215,855N/A
5/31/20157,384,96245,779N/AN/AN/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: 8267 s prognostiserade vinsttillväxt ( 17.9% per år) är över sparkvoten ( 0.7% ).

Resultat vs marknad: 8267 s intäkter ( 17.9% per år) förväntas växa snabbare än marknaden för JP ( 10% per år).

Höga tillväxtresultat: 8267 s intäkter förväntas växa, men inte avsevärt.

Intäkt vs marknad: 8267 s intäkter ( 4.6% per år) förväntas växa långsammare än marknaden för JP ( 6% per år).

Hög tillväxtintäkter: 8267 s intäkter ( 4.6% per år) förväntas växa långsammare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: 8267 s avkastning på eget kapital förväntas bli låg om 3 år ( 10.4 %).

Upptäck tillväxtföretag

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Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/03 07:22
Aktiekurs vid dagens slut2026/05/01 00:00
Intäkter2026/02/28
Årlig intjäning2026/02/28

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Aeon Co., Ltd. bevakas av 18 analytiker. 8 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Ryota HimenoBarclays
Hidehiko AokiBofA Global Research
Masataka KunitoCitigroup Inc