Earnings Alerts

Japan Airlines (9201) Earnings: 1Q Net Income Misses Estimates Amid Lower Sales

  • Japan Airlines (JAL) reported a first-quarter net income of 13.98 billion yen, missing the estimated 23.17 billion yen.
  • Profit before financing and income tax amounted to 22.12 billion yen.
  • Net sales reached 424.07 billion yen, below the estimated 435.35 billion yen.
  • For 2025, JAL predicts net income of 100.00 billion yen, slightly under the estimated 104.09 billion yen.
  • The company forecasts 2025 net sales of 1.93 trillion yen, surpassing the estimate of 1.89 trillion yen.
  • JAL expects a dividend of 80.00 yen for 2025, compared to the estimated 83.70 yen.
  • Current analyst ratings include 10 buys, 3 holds, and no sells.
  • All comparisons to past results are based on values reported by the company’s original disclosures.

Japan Airlines on Smartkarma

On Smartkarma, top independent analysts Neil Glynn and Michael Causton have provided insightful research on Japan Airlines. Neil Glynn‘s analysis, “Japan Airlines – Encouraging Lifting of Medium-Term Expectations to Narrow Recovery Gap to ANA,” highlights JAL’s medium-term plan update, earnings prospects, and margin gap compared to All Nippon Airways. With a focus on demand momentum and cost control, Glynn suggests that JAL needs a revenue solution to address the widening margin gap to ANA.

Michael Causton discusses JAL’s venture into online retail with the launch of JAL Mall, targeting their 30 million mileage members. In his report, “JAL Mall: Gold from 30m Mileage Members,” Causton emphasizes how JAL and ANA leverage customer data and premium clientele to compete in the online retail market, despite facing tough competition from giants like Amazon and Rakuten. The airlines’ access to consumer data and premium customers positions them uniquely in the e-commerce space, offering a new revenue stream.


A look at Japan Airlines Smart Scores

FactorScoreMagnitude
Value3
Dividend4
Growth4
Resilience3
Momentum2
OVERALL SMART SCORE3.2

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

Japan Airlines Co. Ltd. is positioned for a promising future, as indicated by the Smartkarma Smart Scores. With solid ratings in Dividend and Growth (4 out of 5), the company is demonstrating its strength in providing returns to investors and its potential for expansion. Additionally, its Resilience score of 3 showcases its ability to withstand market challenges. However, its Value and Momentum scores at 3 and 2 respectively suggest areas that may need attention to fully capitalize on its strengths. Overall, Japan Airlines‘ diverse services in air transportation, including scheduled and unscheduled flights, air courier services, as well as ticketing and travel agency offerings, position it well for long-term success.


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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