Aeon Co., Ltd.

TSE:8267 Stok Raporu

Piyasa değeri: JP¥3.6t

Aeon Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 5/6

Aeon yıllık ortalama 50.1% oranında kazançlarını artırırken, Consumer Retailing sektöründe kazançlar growing at 10.8% annual. Gelirler growing yılda ortalama 4.6% oranında artmaktadır. Aeon'in özkaynak karlılığı 5.6% ve net marjı 0.7%'dir.

Anahtar bilgiler

50.06%

Kazanç büyüme oranı

49.54%

EPS büyüme oranı

Consumer Retailing Sektör Büyümesi7.83%
Gelir büyüme oranı4.56%
Özkaynak getirisi5.65%
Net Marj0.68%
Sonraki Kazanç Güncellemesi10 Jul 2026

Yakın geçmiş performans güncellemeleri

Analiz Makalesi • Apr 17

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

Even though Aeon Co., Ltd. ( TSE:8267 ) posted strong earnings, investors appeared to be underwhelmed. We have done...

Recent updates

Anlatı Güncellemesi • Jun 23

8267: Strong Sales And New Underperform View Will Shape Returns Despite Impairment

Aeon’s updated analyst price target has shifted to ¥1,440 from ¥1,832.50, as analysts factor in a higher discount rate, adjustments to long term profit margin and P/E assumptions, and recent cautious Street research, including a new ¥1,100 Underperform target. What’s in the News for Aeon Aeon reported strong May 2026 sales, with seasonal and discretionary categories and steady demand for essentials supported by its value focused multi format retail strategy, according to recent news reports.
Anlatı Güncellemesi • Jun 06

8267: Impairment Charges Will Keep Shares Overpriced Despite Consumer Sector Optimism

Analysts have adjusted their outlook on Aeon, revising the price target to ¥1,100. This reflects updated assumptions on the discount rate, revenue growth, profit margin, and future P/E following recent sector research.
Anlatı Güncellemesi • May 21

8267: Impairment Charges And Share Consolidation Will Continue To Leave Shares Overpriced

Analysts have adjusted their price target on Aeon to ¥810 from ¥550, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and a higher future P/E multiple. What's in the News Aeon has scheduled a board meeting on April 8, 2026 to discuss the purpose and outline of a share consolidation and related matters (company announcement).
Anlatı Güncellemesi • May 01

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.
Analiz Makalesi • Apr 17

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

Even though Aeon Co., Ltd. ( TSE:8267 ) posted strong earnings, investors appeared to be underwhelmed. We have done...
Anlatı Güncellemesi • Apr 16

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).
Analiz Makalesi • Apr 11

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

Shareholders might have noticed that Aeon Co., Ltd. ( TSE:8267 ) filed its yearly result this time last week. The early...
Anlatı Güncellemesi • Apr 02

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).
Anlatı Güncellemesi • Mar 19

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.
Anlatı Güncellemesi • Mar 04

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).
Anlatı Güncellemesi • Feb 18

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).
Anlatı Güncellemesi • Feb 04

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.
Anlatı Güncellemesi • Jan 21

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.
Anlatı Güncellemesi • Jan 07

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.
Anlatı Güncellemesi • Dec 23

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.
Anlatı Güncellemesi • Dec 09

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.
Anlatı Güncellemesi • Nov 25

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.
Anlatı Güncellemesi • Nov 08

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.
Anlatı Güncellemesi • Oct 25

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.
Anlatı Güncellemesi • Oct 11

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.
Anlatı Güncellemesi • Sep 27

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.
Anlatı Güncellemesi • Sep 12

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.
Anlatı Güncellemesi • Aug 28

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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Yeni Anlatı • Jan 26

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.

Gelir ve Gider Dağılımı

Aeon nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.

Kazanç ve Gelir Geçmişi

TSE:8267 Gelir, gider ve kazançlar (JPY Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
28 Feb 2610,715,34272,6773,277,5660
30 Nov 2510,413,70435,2993,011,1680
31 Aug 2510,325,41227,3433,211,3600
31 May 2510,252,55718,8652,989,8980
28 Feb 2510,134,87728,7833,173,9140
30 Nov 249,998,27810,6662,941,2270
31 Aug 249,841,65726,8623,084,5090
31 May 249,677,97532,0893,017,3940
29 Feb 249,553,55744,6922,967,2860
30 Nov 239,420,89243,4222,932,0380
31 Aug 239,340,97426,6612,897,9620
31 May 239,238,39419,7372,860,2720
28 Feb 239,116,82321,3812,811,2720
30 Nov 228,987,17611,7782,779,8970
31 Aug 228,858,22219,9542,719,2600
31 May 228,765,96920,8752,672,6720
28 Feb 228,715,9576,5042,639,9130
30 Nov 218,661,939-17,3902,619,9830
31 Aug 218,678,297-8,8802,606,9190
31 May 218,680,847-12,0502,585,7080
28 Feb 218,603,910-71,0242,574,6960
30 Nov 208,609,740-29,4092,572,6460
31 Aug 208,584,524-34,5092,589,7240
31 May 208,564,136-22,7932,612,1400
29 Feb 208,604,20726,8382,630,3560
30 Nov 198,565,85616,6642,666,2390
31 Aug 198,542,02916,8682,651,2270
31 May 198,529,93112,7372,641,3220
28 Feb 198,518,21523,6372,630,7110
30 Nov 188,522,80529,5562,631,4150
31 Aug 188,487,81030,8642,621,1130
31 May 188,426,53127,4012,598,9880
28 Feb 188,390,01224,5222,580,9530
30 Nov 178,316,85624,1072,560,3890
31 Aug 178,266,91120,8452,539,8970
31 May 178,232,11721,1882,527,6830
28 Feb 178,210,14511,2552,515,9050
30 Nov 168,240,5436,2262,533,0650
31 Aug 168,213,680-1,4932,517,6500
31 May 168,203,457-5,2662,502,6180
29 Feb 168,176,7326,0082,479,4140
30 Nov 158,037,582-4,7692,460,4070
31 Aug 157,721,91542,1772,367,9410

Kaliteli Kazançlar: 8267 yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: 8267 'nin mevcut net kar marjları (0.7%) geçen yılın (0.3%) sinden daha yüksektir.

Serbest Nakit Akışı ve Kazanç Analizi

Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: 8267 son 5 yılda karlı hale geldi ve kazançlarını yıllık 50.1% oranında artırdı.

Büyüme Hızlandırma: 8267 'un son bir yıldaki kazanç büyümesi ( 152.5% ) 5 yıllık ortalamasını (yıllık 50.1% ) aşıyor.

Kazançlar vs. Sektör: 8267 geçen yılki kazanç büyümesi ( 152.5% ) Consumer Retailing sektörünün 3% değerini aştı.

Özkaynak Getirisi

Yüksek ROE: 8267 'nin Özsermaye Getirisi ( 5.6% ) düşük olarak değerlendiriliyor.

Varlık Getirisi

Kullanılan Sermaye Getirisi

Geçmişte güçlü performans gösteren şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/28 22:16
Gün Sonu Hisse Fiyatı2026/06/26 00:00
Kazançlar2026/02/28
Yıllık Kazançlar2026/02/28

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Aeon Co., Ltd. 19 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Ryota HimenoBarclays
Yugo ShimaBernstein
Hidehiko AokiBofA Global Research