Source disclosure: January 14, 2026
AEON CO.,LTD. [8267.T]
TOKYO — AEON Co., Ltd., listed on the Tokyo Stock Exchange Prime Market under code number 8267, has completed an interim review by its auditing firm of its consolidated quarterly financial statements for the third quarter ending November 30, 2025. The company announced this update on January 14, 2026.
AEON had initially disclosed its third-quarter earnings announcement on January 8, 2026, but now reports several changes to the information previously provided. Specifically, there is a change regarding the presence of an interim review conducted by certified public accountants or auditors for the attached consolidated quarterly financial statements. This was marked as "not applicable" before and is now noted as "optional."
Additionally, AEON revised the disclosure related to significant subsequent events concerning the acquisition of Tsuruha Holdings Corporation through share purchases. The original statement read simply “acquisition of companies via share purchases,” which has been updated to specify it as “business combination through acquisitions.”
The revisions were made due to the completion of the interim audit by the auditing firm and because the settlement date for the tender offer for shares of Tsuruha Holdings Corporation under the Financial Instruments and Exchange Law occurred after the initial announcement date.
In terms of financial performance, AEON reported a net loss attributable to shareholders of the parent company of ¥10,928 million for the nine months ended November 30, 2025, compared to a net loss of ¥17,444 million for the same period last year. Despite these losses, operating revenue increased by 3.7% to ¥7,749,403 million from ¥7,470,575 million, while operating income grew significantly by 23.1%, reaching ¥144,737 million from ¥117,569 million.
Regarding asset status, However, equity decreased slightly to ¥1,980,246 million from ¥2,135,271 million, resulting in a slight decline in the equity ratio to 7.9% from 7.7%. The company's per-share equity also dropped marginally to ¥417.35 from ¥411.65.
For the full fiscal year ending February 28, 2026, AEON forecasts consolidated operating 6% increase over the prior year. Operating profit is expected to rise by 15.7% to ¥275,000 million, with ordinary profit projected to grow by 13.7% to ¥255,000 million. The company anticipates a range for net income attributable to shareholders of the parent company between ¥60,000 million and ¥70,000 million, reflecting growth rates of 120.8% and 157.6%, respectively.
Note: Financial figures from the earnings presentation have been removed pending correction. For accurate figures, refer to the company's earnings summary (kessan tanshin) filed separately on TDNet.
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