Aeon Co., Ltd.

8267.T
Department Stores
2026/01/16 Updated
Market Cap: $39.0B (¥6.2T)
Stock Price: $14.09 (¥2,234)
Exchange Rate: 1 USD = ¥158.48

Notice Regarding Revision of Full-Year Earnings Guidance

Revised the consolidated earnings guidance for the fiscal year ending February 2026, with operating revenue set at 10.7 trillion yen (up 1.9% from previous forecast) and net income attributable to owners of parent increased to 600 billion yen to 700 billion yen (up 150.0% to 175.0%).

Importance:
Page Updated: January 7, 2026
IR Disclosure Date: January 7, 2026

Key Figures

  • Operating Revenue: 10,700,000 million yen (vs. Previous Forecast +1.9%)
  • Net Income Attributable to Owners of Parent: 60,000–70,000 million yen (vs. Previous Forecast +150.0%–175.0%)
  • Net Income Per Share: 22.35–26.07 yen (Post Stock Split Basis)

AI要約

Summary of Earnings Guidance Revision

AEON Co., Ltd. has revised its consolidated earnings guidance for the fiscal year ending February 2026, raising operating revenue to 10.7 trillion yen, operating income to 275 billion yen, ordinary income to 255 billion yen, and net income attributable to owners of parent to between 60 billion and 70 billion yen. This revision reflects the inclusion of operating revenue and incremental profits from the planned subsidiary Tsuruha Holdings Co., Ltd., as well as a special gain recognized from step acquisition. Net income per share is also significantly increased to between 22.35 yen and 26.07 yen compared to the previous forecast.

Background to the Revision and Future Outlook

This earnings forecast revision reflects the impact of Tsuruha’s consolidation as a subsidiary, with detailed analysis of the gain on step acquisition currently underway. AEON is committed to sustainable growth and improving capital efficiency by optimizing its business portfolio, properly evaluating assets, and ensuring financial soundness. These efforts are aimed at strengthening earnings power over the medium to long term. One-off losses due to special factors have also been recorded, warranting close attention to future earnings trends.

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