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AEON, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 2%, Exceeded Record Profit Forecast

Wed Jan 7, 2026 4:00 pm JST Revision

8267 AEON Co.,Ltd. 【J-GAAP】

Guidance Update Report

AEON Co.,Ltd. <8267> [TSE Prime] announced a performance revision after the market closed on January 7th (16:00). The consolidated ordinary profit forecast for the fiscal year ending February 2026 has been revised upward 2.0%, from the previous forecast of 250 billion yen to 255 billion yen (compared to 224 billion yen in the previous period), increasing the growth rate from 11.5% to 13.7%. The company has further increased its previous forecast of record profits for the first time in two years.

Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the September to February period (second half) consolidated ordinary profit is expected to increase 3.5%, from the previous forecast of 143 billion yen to 148 billion yen (compared to 134 billion yen in the same period of the previous year), increasing the growth rate from 6.8% to 10.5%.

Note: If the earnings forecast is disclosed as a range, the article is based on the midpoint of that range.

Kabutan News

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2025 Prev 5,310,030 151,871 143,532 35,952 13.0 7 Oct 14, 2025 J-GAAP
Sep - Feb, 2025 New 5,510,030 156,871 148,532 60,952 22.0 7 Jan 7, 2026 J-GAAP
Revision Rate +3.8% +3.3% +3.5% +69.5% +69.5%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2026 Prev 10,500,000 270,000 250,000 40,000 14.5 13.67 Jun 12, 2025 J-GAAP
Feb, 2026 New 10,700,000 275,000 255,000 65,000 23.5 13.67 Jan 7, 2026 J-GAAP
Revision Rate +1.9% +1.9% +2.0% +62.5% +62.4%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2024 5,135,442 139,147 134,404 25,072 9.8 6.66 Apr 11, 2025 J-GAAP
Sep - Feb, 2025 Guidance 5,510,030 156,871 148,532 60,952 22.0 7 Jan 7, 2026 J-GAAP
YoY +7.3% +12.7% +10.5% +143.1% +125.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 9,553,557 250,822 237,479 44,692 17.4 12 Apr 10, 2024 J-GAAP
Feb, 2025 10,134,877 237,747 224,223 28,783 11.2 13.33 Apr 11, 2025 J-GAAP
Feb, 2026 Guidance 10,700,000 275,000 255,000 65,000 23.5 13.67 Jan 7, 2026 J-GAAP
YoY +5.6% +15.7% +13.7% +125.8% +109.9%

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