Komori
J

Japan Airlines Co.,Ltd.

9201Transportation and LogisticsLarge cap
2,948JPY-3.9%
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Price history
¥2,948Latest+43.4%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

Japan Airlines operates full-service carrier, LCC, mileage/financial and commerce, and other businesses as a group, providing passenger air transport, cargo, mail and baggage transport, mileage services, credit card-related services, travel planning and sales, and system development and operation, primarily on domestic and international routes. The Group consists of 139 subsidiaries and 54 affiliates, with its core businesses being the full-service carrier, LCC, and mileage/financial and commerce businesses. It provides comprehensive air transport services covering both international and domestic routes, including the transport of cargo, mail and baggage. As its medium-term strategy, the Group has formulated the JAL Group Management Vision 2035, targeting EBIT of ¥300 billion for fiscal 2030 and at least ¥350 billion for fiscal 2035. As a new growth strategy, it announced the JAL Group Management Vision 2035 on 2 March 2026, setting out a policy of shifting to a 10-year vision and agile annual plans while responding to fundamental short-term business transformation. Its sustainability initiatives include addressing climate change, GX (Green Transformation), TDX/digital transformation, a human capital strategy, and the setting of ESG evaluation indicators and targets.

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Key numbersShowing 8 of 20
PER
240.74How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
0.86How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
0.4%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥1.3tnShare price × number of shares. The value of the entire company.
Equity ratio
42.9%The proportion of assets funded by money that does not have to be repaid.
Operating margin
2.1%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
11.2%The average annual growth in sales over the past three years.
What to watch next
Specific increases in flights and aircraft upgauging under the full-service fleet introduction plan, including additional A350-1000 and 787-9 aircraft, and confirmation of the resulting profitability, including yields and utilization
Fiscal 2026 to fiscal 2027 onwardImpact HighLikelihood Medium
Progress in the introduction and expanded use of SAF, including the expansion of domestic SAF use and the execution phase of infrastructure development, and the incorporation of related costs and revenue into results
During fiscal 2026 through 2030 and beyondImpact MediumLikelihood Medium
Verification of whether improved customer experience from installing inflight connectivity, such as STARLINK, is translating into premium demand and ancillary revenue, including loyalty and customer journey benefits
During fiscal 2026, assuming a phased expansionImpact MediumLikelihood Low
Visibility into the earnings contribution from the capital and business alliance with LifeNet Insurance, following the completed acquisition of an 18.32% stake, from the fiscal year ending March 2027 onward
Fiscal year ending March 2027, when the impact is to be assessed because it remains “undetermined”Impact MediumLikelihood Low
The impact of expanding the integration between JAL MaaS, which combines transfer guidance and tickets, and Eki-net, JR East’s online rail booking service, on sales and customer experience metrics
From the second half of 2026Impact MediumLikelihood Medium
Progress in acquiring higher-value customers and reciprocal referrals through the strategic partnership with Marriott Bonvoy
From the second half of 2026 onwardImpact LowLikelihood Low
What to watch next
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Who owns itTop holders total 33.2%
Listed holders 33.2%Everyone else 66.8%
The Master Trust Bank of Japan, Ltd. (Trust Account)16.63%
株式会社日本カストディ銀行 (Trust Account)5.64%
STATE STREET BANK AND TRUST COMPANY 5050012.51%
KYOCERA CORPORATION1.77%
JP MORGAN CHASE BANK 3857811.58%
STATE STREET BANK AND TRUST COMPANY 5051031.16%
Daiwa Securities Group Inc.1.16%
STATE STREET BANK AND TRUST COMPANY 5052231.12%
2 other listed holders1.62%
Who owns it
HolderOwnership (%)
The Master Trust Bank of Japan, Ltd. (Trust Account)16.63
株式会社日本カストディ銀行 (Trust Account)5.64
STATE STREET BANK AND TRUST COMPANY 5050012.51
KYOCERA CORPORATION1.77
JP MORGAN CHASE BANK 3857811.58
STATE STREET BANK AND TRUST COMPANY 5051031.16
Daiwa Securities Group Inc.1.16
STATE STREET BANK AND TRUST COMPANY 5052231.12
2 other listed holders1.62
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