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Aeon
Aeon (8267) investor relations material
Aeon Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary8 Jan, 2026
Executive summary
Operating revenue for the first nine months rose 3.7% year-on-year to ¥7,749.4 billion, a record high, driven by private brand growth, successful campaigns, and the largest-ever Black Friday event.
Operating profit increased by ¥27.2 billion year-on-year to ¥144.7 billion, a 23.1% rise, with improvements in labor-hour productivity, store DX, and cost optimization.
Ordinary profit grew by ¥25.0 billion year-on-year to ¥127.1 billion; net loss attributable to owners improved to ¥10.9 billion from ¥17.4 billion a year earlier.
All reporting segments saw year-on-year revenue growth, with record highs in operating revenue and profit for the nine-month period.
The group advanced digital transformation, supply chain integration, health & wellness initiatives, and regional and Asian expansion, while executing major business integrations and environmental initiatives.
Financial highlights
Operating revenue for YTD (1-3Q) FY2025 was ¥7,749.4 billion, up 3.7% year-over-year; operating profit rose to ¥144.7 billion, ordinary profit to ¥127.1 billion.
Gross profit rose to ¥1,900.1 billion from ¥1,837.4 billion year-over-year.
Net income attributable to owners improved to -¥10.9 billion from -¥17.4 billion year-over-year.
Net assets decreased to ¥1,980.2 billion, down ¥155.0 billion from the previous fiscal year-end, while total assets rose to ¥14,692.8 billion, up ¥859.4 billion.
Earnings per share improved to a loss of ¥4.07 from a loss of ¥6.79, reflecting a stock split.
Outlook and guidance
Full-year operating revenue is forecast at ¥10,700 billion, up 5.6% year-over-year, with operating profit projected at ¥275 billion and net profit at ¥70 billion.
EPS guidance is ¥22.35–26.07, factoring in the stock split.
The acquisition of Tsuruha Holdings is expected to impact future results, with Tsuruha becoming a consolidated subsidiary in January 2026.
Forecast revision is conservative due to uncertainties in Q4 and estimated goodwill amortization from Tsuruha.
Structural reforms and DX initiatives are expected to drive further profitability improvements in Q4 and beyond.
Describe Tsuruha acquisition's expected financial impact
How did Q3 retail price strategies impact margins?
Outline Green Beans online supermarket expansion
Explain JPY5B operating income revision details
Retail Q3 margin decline: Q4 productivity outlook?
New mid-term plan: Retail profit strategy beyond Q3
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Latest summaries
- TimeTickerHeadlineOpen
- SHAK
Revenue up 16.5%, net income $10.4M, and 23 new Shacks opened, with margin expansion. - DHC
Q1 2025 delivered 4.3% revenue growth, narrowed net loss, and strong SHOP segment gains. - DHCQ3 2025 revenue up, SHOP improved, but net loss rose on impairments and transitions.
- IKS
Q3 FY26 delivered 24% revenue growth, 40% EBITDA growth, and strong EPS with clean audit. - SHAKRevenue, net income, and margins rose, with 22 new locations and digital sales growth.
- DHCQ4 revenue up 5%, SHOP NOI up 56%, and a $7.2B portfolio supports debt reduction.
- DHCSHOP segment drives NOI growth, but net loss widens amid asset sales and cost pressures.
- DHCQ2 2024 delivered strong SHOP NOI growth and higher revenues despite a wider net loss.
- REDINGTON
Record Q3 revenue and profit, SSG leads growth, Arena losses narrow, cash flow improves. - KPIL
Strong revenue, profit, and order growth with margin expansion and lower debt.
Next Aeon earnings date
Q4 202610 Apr, 2026
Aeon
Next Aeon earnings date
Q4 202610 Apr, 2026
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Frequently asked questions
Aeon Co., Ltd. is a Japanese retail company primarily involved in operating general merchandise stores, supermarkets, convenience stores, and specialty retail outlets. The company manages a range of formats under various brands, catering to diverse consumer needs, including food, apparel, and household goods. Aeon also provides digital retail services and has expanded into financial services, offering credit card and banking options through its subsidiaries. Additionally, the company engages in real estate development, managing shopping centers and large commercial complexes. Aeon operates across Japan and several countries in Asia. The company is headquartered in Chiba, Japan, and its shares are listed on the TSE.
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