- Operating Income: ANA reported 30.35 billion yen in operating income for Q1, which is a 31% drop compared to last year. The estimate was 40.06 billion yen.
- Net Income: The net income for Q1 stands at 24.71 billion yen, down 19% year-over-year. Interestingly, it slightly surpassed the estimate of 24.41 billion yen.
- Net Sales: ANA’s net sales increased by 12% year-over-year to reach 516.78 billion yen, exceeding the estimate of 508.49 billion yen.
- 2025 Full Year Forecast:
- Operating income is projected to be 170.00 billion yen, against an estimate of 190.19 billion yen.
- Net income is forecasted at 110.00 billion yen, below the estimate of 125.93 billion yen.
- Net sales are expected to be 2.19 trillion yen, just shy of the 2.21 trillion yen estimate.
- Dividend is estimated to be 50.00 yen per share, compared to the market estimate of 57.46 yen.
- Analyst Ratings:
- 7 analysts have given a ‘buy’ rating.
- 6 analysts have given a ‘hold’ rating.
- 1 analyst has given a ‘sell’ rating.
Ana Holdings on Smartkarma
Ana Holdings has received a significant upgrade in analyst coverage on Smartkarma by Neil Glynn. In the report titled “ANA Holdings – Big Upgrade with Big Read Across for JAL,” Glynn highlights the company’s impressive performance, upgrading its FY24 EBIT guidance by 58% following the third quarter. The upgrade comes as higher revenues offset increased costs, leading to a revised profit guidance upwards to ¥190bn, in line with consensus estimates. The improved outlook is primarily driven by higher revenues in Air Transportation, resulting in a substantial upgrade of ¥60bn in EBIT.
This positive assessment not only benefits ANA Holdings but also has a significant read across for JAL, where a similar upgrade is expected in the FY24 EBIT guidance. Glynn predicts a FY24 EBIT of ¥177bn, surpassing both consensus estimates of ¥142bn and the initial guidance of ¥130bn. The analyst coverage on Smartkarma underscores the promising outlook for both ANA Holdings and its industry peer, JAL, based on their financial performance and growth prospects in the air transportation sector.
A look at Ana Holdings Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 3 | |
| Growth | 4 | |
| Resilience | 3 | |
| Momentum | 2 | |
| OVERALL SMART SCORE | 3.0 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
ANA Holdings Inc, a provider of air transportation-related services, shows a promising long-term outlook based on the Smartkarma Smart Scores. With a solid overall score, the company demonstrates strength in growth prospects, indicating potential for expansion and development in the future. While the momentum score is slightly lower, the company’s resilience, value, and dividend scores suggest stability and reliability in its operations.
ANA Holdings Inc provides a range of air transportation services, including scheduled and unscheduled passenger flights, air courier services, aircraft parts sales, and travel arrangement services. The company’s balanced scores across various factors position it well for sustained performance and growth in the coming years, making it an interesting prospect for investors seeking a combination of growth opportunities and stability in the aviation industry.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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