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Aeon
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Aeon Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2026 earnings summary9 Apr, 2026
Executive summary
Operating revenue reached ¥10,715.3 billion (+5.7% YoY), marking a fifth consecutive record high, with operating profit at ¥270.4–270.5 billion (+13.8% YoY) and ordinary profit at ¥243.0 billion (+8.4% YoY), all record highs.
Profit attributable to owners of the parent surged 167.5% YoY to ¥72.6–72.7 billion, aided by a step acquisition gain from TSURUHA consolidation.
Growth was driven by productivity improvements, cost controls, private brand expansion, and extraordinary gains from acquisitions.
All reporting segments saw revenue growth, with Shopping Center Development, Health & Wellness, and Services & Specialty Stores achieving record profits.
Implemented a 3-for-1 stock split effective September 1, 2025.
Financial highlights
Operating profit CAGR over five years was 11.6%, outpacing operating revenue CAGR of 5.3%.
Topvalu private brand sales grew 10% YoY to ¥1.2 trillion.
Cash & deposits increased by ¥91.6 billion; interest-bearing debt (excluding financial subsidiaries) rose by ¥490.9 billion.
Shareholders’ equity increased by ¥83.9 billion to ¥1,025.6 billion.
Basic EPS: ¥26.87 (vs. ¥10.57 prior year, adjusted for stock split).
Outlook and guidance
FY2026/27 forecasts: operating revenue ¥12.0 trillion (+12.0%), operating profit ¥340.0 billion (+25.7%), ordinary profit ¥290.0 billion (+19.3%), profit attributable to owners ¥73.0 billion (+0.4%).
Planned investment of ¥580.0 billion, focusing on Vietnam, supply chain, DX, and store expansion.
Annual dividend set at ¥15.0 per share, including a commemorative dividend for the 100th anniversary.
Net income expected to benefit from group tax consolidation system.
Synergies for the Health & Wellness profit goal
Plan to restore AEON Retail profit margins
Group tax sharing impact on capital efficiency
Explain the impact of doubling TOPVALU mega items
Plan for revitalizing existing AEON Mall assets
Details on the JPY 30B restructuring profit gain
Strategy to double Topvalu mega items in FY2026
Rationale for prioritizing asset revitalization
Synergy targets for Tsuruha-Welcia integration
Partial view of Summaries dataset, powered by Quartr API
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Latest events from Aeon
- Record revenue and profit, narrowed net loss, and major acquisition to drive future results.8267
Q3 20263 Feb 2026 - Record Q1 revenue but profit fell on cost pressures and weak demand; outlook unchanged.8267Q1 20253 Feb 2026
- Record interim profit and revenue, all segments up, led by private brands and cost reforms.8267Q2 202616 Jan 2026
- Revenue and profit rose, but net income dropped 30.1% on one-time losses; delisting planned.8267Q4 202520 Dec 2025
- Record Q1 revenue and profit, but net loss due to restructuring tax effects; stock split planned.8267Q1 202631 Jul 2025
- Revenue and profit grew, but net income fell on one-time losses; outlook remains steady.8267Q2 202513 Jun 2025
- Record revenue and profit, but net income fell on restructuring and one-time losses.8267Q3 20255 Jun 2025
Next Aeon earnings date
Q1 20279 Jul, 2026
Aeon
Next Aeon earnings date
Q1 20279 Jul, 2026
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