Mixed Q3 earnings for Aeon Co., Ltd. (8267.T) JPX pre-market: watch margins 09 Jan 2026
Aeon Co., Ltd. (8267.T) JPX opened pre-market trade after mixed earnings that missed consensus on EPS and revenue. The 8267.T stock price sits at JPY 2,485.00, down 0.38% from the prior close, as investors parse weaker margins and volatile international sales. Today we review the October 2025 quarterly release, link the results to valuation metrics such as PE 213.94, and highlight the key triggers that could drive the share price in the coming weeks.
8267.T stock: earnings snapshot and pre-market move
Aeon reported its most recent quarter on 2025-10-14 (amc) with EPS 4.18 versus an estimate of 10.07, and revenue JPY 2,623,073,000,000.00 versus estimated JPY 2,668,884,440,240.00. That miss explains the soft pre-market reaction. One immediate effect is heavier selling pressure, with volume at 8,028,100.00 shares versus average volume 10,789,091.00. The company has shown mixed beats and misses across 2025 results, leaving guidance and margin drivers as the next catalysts.
Profitability, valuation and what the numbers say
Aeon’s trailing EPS is 11.23 and reported PE sits at 213.94, far above the Consumer Cyclical sector average PE near 26.39. Gross margin remains reasonable at 34.79%, but net profit margin is weak at 0.26%, signaling large non-operating costs or one-off items. Book value per share is 774.35 and cash per share is 933.36, while debt-to-equity is 2.90, pointing to a leveraged balance sheet relative to peers.
Cash flow, leverage and balance sheet signals
Aeon reports strong tangible assets JPY 1,606,540,000,000.00 but operating cash flow and free cash flow per share data show gaps in disclosure. The company’s net debt to EBITDA is roughly 3.68, and interest coverage is 5.61, indicating solvency but limited cushion if margins compress. Working capital sits at JPY 131,203,000,000.00, and the current ratio is near 1.01, so short-term liquidity is tight compared with the sector average current ratio 2.34.
Meyka grade and analyst framing for 8267.T stock
Meyka AI rates 8267.T with a score out of 100: 68.50 / 100 — Grade B, Suggestion: HOLD. This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. The company rating from third-party data shows weaker metric scores on leverage and PE, but Meyka’s model balances that with steady revenue growth and dividend history. These grades are informational and not financial advice.
Meyka AI’s forecast model projects price paths for 8267.T stock
Meyka AI’s forecast model projects a near-term monthly level of JPY 2,475.95, a quarterly target JPY 3,282.40, and a yearly level JPY 3,608.76. Versus the current JPY 2,485.00, the quarterly projection implies +32.09% upside and the yearly projection implies +45.22% upside. The monthly figure is a marginal -0.37% change. Forecasts are model-based projections and not guarantees; they weigh historical seasonality, recent earnings surprises, and sector trends.
Technicals, sector context and short-term catalysts
Technically, RSI is 45.38, MACD histogram slightly negative, and Bollinger middle band at JPY 2,416.30, indicating neutral-to-bearish momentum. In Japan’s Consumer Cyclical group, peers have outperformed YTD, and the sector’s 1Y performance is about 21.36%, making Aeon’s valuation premium stand out. Watch upcoming management comments on international sales, private-label margins, and credit-card service growth as concrete near-term catalysts.
Final Thoughts
Key takeaways for the 8267.T stock pre-market earnings spotlight: Aeon’s recent quarter reported on 2025-10-14 (amc) missed consensus on both EPS and revenue, and the stock trades at JPY 2,485.00 with a high PE of 213.94, well above sector peers. Our analysis shows leverage (debt-to-equity 2.90) and thin net margins (0.26%) as primary risks, while strong tangible assets and steady revenue growth offer optionality. Meyka AI’s forecast model projects a yearly target of JPY 3,608.76, implying +45.22% upside from current levels, and a quarterly target of JPY 3,282.40 implying +32.09% upside. These model outputs contrast with a near-term monthly view of JPY 2,475.95, so traders should expect volatility around upcoming margin updates and the company’s commentary on international operations. Use the high PE and stretched leverage as guardrails for position sizing, and monitor liquidity and margin trends closely before increasing exposure. Meyka AI provides this as an AI-powered market analysis platform; forecasts are model-based projections and not guarantees.
FAQs
What drove the pre-market movement in 8267.T stock today?
Pre-market weakness in 8267.T stock follows the company’s October 14, 2025 earnings release, which missed EPS and revenue estimates and raised concerns about margins and international sales.
How expensive is Aeon compared with its sector?
Aeon trades at PE 213.94, far above the Consumer Cyclical sector average PE near 26.39, signaling a valuation premium versus peers tied to cash-flow expectations and dividend history.
What are Meyka AI’s price projections for 8267.T stock?
Meyka AI’s forecast model projects monthly JPY 2,475.95, quarterly JPY 3,282.40, and yearly JPY 3,608.76, implying a potential yearly upside of +45.22% from JPY 2,485.00. Forecasts are model-based and not guarantees.
Should dividend investors consider Aeon now?
Aeon yields roughly 1.11% and pays stable dividends, but high leverage and thin net margins suggest income investors assess balance sheet risk and payout sustainability before adding the stock to yield-focused portfolios.
Disclaimer:
Stock markets involve risks. This content is for informational purposes only. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.
