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Japan Airlines (9201) · InitiativeAdvanced

Improving Profitability by Aligning Supply and Demand on Domestic Routes

First written in FY2017-Q2. 20 of 31 entries say "Advanced", first in FY2017-Q3. Latest entry: 2026-08-03.

31entries
11years
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ProgressHeldSoftenedWorseAdvancedFY2017-Q3 – FY2020-Q3OtherFY2020 – FY2022AdvancedFY2023-Q1 – FY2024-Q3AdvancedFY2025 – 2026-08-032016: 12017: 320172018: 320182019: 320192020: 420202021: 420212022: 420222023: 320232024: 220242025: 220252026: 22026
Same theme, other companies
Improving Profitability by Aligning Supply and Demand on Domestic RoutesA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

1 other company's latest entry also says "Advanced".

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  1. 2026-08-03AdvancedEarnings

    「ゴールデンウィークでの間際需要の獲得や間際での需要に呼応した機動的な価格戦略を推進した結果、単価は前年より大きく上昇しました。結果として、収入は前年を上回りました。」

    国内線の機動的な価格戦略により単価・収入が前年を上回った。
  2. FY2026AdvancedAnnual report

    「For domestic passengers, despite the challenging business environment, passenger numbers and revenue both increased year on year as a result of efforts to stimulate demand through various campaigns.」

    As a result of demand stimulation through various campaigns, domestic route passenger numbers reached 38,234,040 and the paid seat load factor reached 83.9%, both up from the previous year.
  3. FY2026-H1AdvancedAnnual report

    「For domestic passengers, both passenger numbers and revenue increased year on year through flexible revenue management.」

    On domestic routes, both passenger numbers and revenue exceeded the same period of the previous year through flexible revenue management.
  4. FY2025AdvancedAnnual report

    「Domestic routes Revenue passengers (people) 35,109,846 36,127,464 102.9% Paid seat load factor (%) 76.1 78.9 2.8」

    On domestic routes, passenger numbers rose 2.9% year on year, the paid seat load factor rose by 2.8 percentage points from 76.1% to 78.9%, and revenue also increased.
  5. FY2025-H1Slower growth in domestic passenger demandAnnual report

    「For domestic passengers, although yields have recovered, mainly tourism demand fell short of expectations, leaving revenue only slightly above the previous year. However, following efforts to stimulate demand through various campaigns, revenue in the second half is expected to be broadly in line with the initial forecast.」

    On domestic routes, yields recovered, but tourism demand fell short of expectations and revenue growth remained slight. Efforts to stimulate demand through various campaigns are continuing.
  6. FY2024-Q3AdvancedAnnual report

    「Paid seat load factor (%) 64.6 76.1 11.5」

    The paid seat load factor on domestic routes rose by 11.5 percentage points, from 64.6% in the same period of the previous year to 76.1%, indicating continued recovery in demand.
  7. FY2024-Q2AdvancedAnnual report

    「Paid seat load factor (%) 60.5 75.4 14.9」

    The paid seat load factor on domestic routes rose by 14.9 percentage points, from 60.5% in the same period of the previous year to 75.4%, indicating continued recovery in demand.
  8. FY2024-Q1AdvancedAnnual report

    「For domestic passengers, with restrictions on activities lifted and socioeconomic activity returning to pre-pandemic levels, we are already welcoming customers with capacity at pre-pandemic levels.」

    Capacity on domestic routes returned to pre-pandemic levels, and the paid seat load factor in the first quarter rose from 55.8% in the same period of the previous year to 74.2%.
  9. FY2023-Q3AdvancedAnnual report

    「In response to the increase in passenger numbers, we established a comprehensive capacity structure, including operating extra flights and deploying larger aircraft. As a result, even amid the eighth wave of infections, passenger numbers during the year-end and New Year period recovered to approximately 90% of fiscal 2019 levels, and many customers flew with us, particularly during periods of strong demand.」

    On domestic routes, additional flights and larger aircraft were introduced to establish sufficient capacity, and passenger numbers over the year-end and New Year period recovered to approximately 90% of fiscal 2019 levels.
  10. FY2023-Q2AdvancedAnnual report

    「In the domestic passenger business, revenue passengers increased 122.9% year on year, revenue passenger kilometers increased 130.3%, available seat kilometers increased 63.2%, and the passenger load factor was 60.5%.」

    As domestic passenger demand recovered, revenue passengers and revenue passenger kilometers increased substantially, and the passenger load factor also rose to 60.5%.
  11. FY2023-Q1AdvancedAnnual report

    「Domestic passenger demand recovered steadily, particularly from the Tokyo metropolitan area, partly because the state of emergency and quasi-emergency measures to prevent the spread of disease, along with other restrictions on activity, were lifted nationwide. In the domestic passenger business, revenue passengers increased 224.5% year on year, revenue passenger kilometers increased 227.1%, available seat kilometers increased 164.7%, and the passenger load factor was 55.8%.」

    Domestic passenger demand recovered following the lifting of restrictions on activity, and the passenger load factor rose from 40.5% in the same period of the previous year to 55.8%.
  12. FY2022Recovery in domestic passenger demand and continued low utilizationAnnual report

    「Demand shifted to a recovery trend after the lifting of the quasi-emergency measures to prevent the spread of disease nationwide on 21 March.」

    Domestic passenger demand shifted to a recovery trend toward the end of the fiscal year, but the full-year passenger load factor remained at 49.3%, with low utilization continuing.
  13. FY2022-Q3Recovery in domestic route demand alongside low utilizationAnnual report

    「Domestic passenger demand showed a strong recovery from October onward compared with the first half, when demand had remained weak due to rising infection numbers and repeated extensions of the state of emergency.」

    Domestic passenger demand recovered from October onward, but the passenger load factor in the third quarter remained at 49.8%, indicating that recovery coexisted with low utilization.
  14. FY2022-Q2Continued weakness in domestic route demand and low utilizationAnnual report

    「Even under these circumstances, we maintained operations on air routes essential as social infrastructure, including island routes, and worked to maintain the domestic aviation network.」

    Domestic passenger demand showed no recovery. Although revenue passengers increased 32.5% year on year, the passenger load factor remained at 42.9%. Essential routes continue to be maintained.
  15. FY2022-Q1Recovery in domestic route demand alongside low utilizationAnnual report

    「In the domestic passenger business, available seat kilometers increased 54.1% year on year, revenue passengers increased 120.0% year on year, revenue passenger kilometers increased 120.7% year on year, and the passenger load factor was 40.5%.」

    Although domestic passenger numbers and passenger kilometers recovered from the same period of the previous year, the passenger load factor remained at 40.5%, indicating that demand was still in the process of recovering.
  16. FY2021Sharp decline in domestic route demand and maintenance of socially essential routesAnnual report

    「Domestic passenger demand fell sharply in the first quarter following the declaration of a state of emergency in April 2020, but tourism demand temporarily recovered rapidly in the third quarter after the declaration was lifted and the Go To Travel campaign began. However, the Go To Travel campaign was suspended in December 2020 as infections resurged, and another state of emergency was declared in January 2021, causing demand to weaken again in the fourth quarter. Uncertainty therefore continued.」

    Domestic route demand weakened again after a temporary recovery. Full-year revenue passengers decreased 66.5% year on year and the passenger load factor was 47.7%. Meanwhile, the company maintained operations on essential routes, including island routes.
  17. FY2021-Q3Renewed slowdown after the recovery in domestic route demandAnnual report

    「Domestic passenger demand recovered rapidly, particularly for tourism, after Tokyo was added to the Go To Travel campaign on 1 October, but growth slowed due to the renewed spread of infections from mid-November and the nationwide suspension of the Go To Travel campaign over the year-end and New Year period, resulting in an unsettled pattern of alternating improvement and deterioration.」

    Domestic route demand recovered after the Go To Travel campaign was expanded, but growth slowed due to the renewed spread of infections and suspension of the campaign, resulting in an unsettled pattern.
  18. FY2021-Q2Continued weakness and partial recovery in domestic route demandAnnual report

    「Domestic passenger demand had been recovering for both business and tourism, bottoming out in May, but declined sharply from the end of July through August due to the renewed spread of infections, resulting in an unsettled pattern of alternating improvement and deterioration.」

    Domestic route demand began recovering after bottoming out in May, but declined sharply from the end of July through August as infections resurged. Passenger numbers decreased 76.1% year on year, revenue passenger kilometers decreased 75.8%, and the passenger load factor was 39.8%.
  19. FY2021-Q1Quantification of the sharp decline in domestic route demand due to COVID-19Annual report

    「In response to rapidly declining demand, we worked to contain variable costs such as operating expenses through flexible capacity adjustments, while reducing fixed costs by bringing outsourced operations in-house, controlling IT-related expenses and reducing labor costs through lower bonuses. In the first quarter, international available seat kilometers decreased 91.7% year on year, revenue passengers decreased 98.6% year on year, revenue passenger kilometers decreased 98.3% year on year, and the passenger load factor was 17.5%. Domestic available seat kilometers decreased 64.2% year on year, revenue passengers decreased 86.7% year on year, revenue passenger kilometers decreased 86.9% year on year, and the passenger load factor was 28.3%.」

    The sharp decline in demand due to COVID-19 extended to domestic routes, resulting in an 86.7% year-on-year decline in domestic revenue passengers, an 86.9% decline in revenue passenger kilometers and a 28.3% passenger load factor, while the company proceeded with capacity adjustments and cost reductions.
  20. FY2020Deterioration in domestic route demand due to COVID-19Annual report

    「In response, as with international routes, we reduced flights and took other measures to minimize the impact on earnings. In the consolidated fiscal year, available seat kilometers increased 0.2% year on year, passenger numbers decreased 3.1% year on year, revenue passenger kilometers decreased 2.9% year on year, and the passenger load factor was 70.3%.」

    On domestic routes, demand fell sharply as COVID-19 spread, and reductions in flights resulted in declines in passenger numbers, revenue passenger kilometers and the passenger load factor.
  21. FY2020-Q3AdvancedAnnual report

    「In addition to highly competitive products and services, we responded to firm demand by increasing flights on routes including Haneda–Naha and Haneda–Sapporo during periods when strong demand was expected, such as Golden Week and the summer holiday period. As a result, available seat kilometers increased 1.6% year on year, revenue passengers increased 2.6% year on year, revenue passenger kilometers increased 3.2% year on year, and the passenger load factor was 74.1%.」

    By increasing flights during periods of strong demand, revenue passengers on domestic routes increased 2.6%, revenue passenger kilometers increased 3.2%, and the passenger load factor reached 74.1%.
  22. FY2020-Q2AdvancedAnnual report

    「Domestic passenger demand for both tourism and business remained firm and generally performed well, particularly on routes to Okinawa. Despite the impact of typhoons, we responded to firm demand by increasing flights on routes including Haneda–Naha and Haneda–New Chitose during periods when strong demand was expected, such as Golden Week and the summer holiday period, in addition to offering highly competitive products and services. As a result, available seat kilometers increased 1.7% year on year, passenger numbers increased 3.4% year on year, revenue passenger kilometers increased 4.4% year on year, and the passenger load factor was 74.0%.」

    By increasing flights on the Haneda–Naha and Haneda–New Chitose routes during periods of strong demand, passenger numbers increased 3.4% year on year, revenue passenger kilometers increased 4.4%, and the passenger load factor reached 74.0%.
  23. FY2020-Q1AdvancedAnnual report

    「Domestic passenger demand for both tourism and business remained firm, generally performing well, particularly on routes to Okinawa and Hokkaido. In addition to highly competitive products and services, we operated extra flights on routes including Haneda–Naha during periods when strong demand was expected, such as Golden Week. As a result, available seat kilometers increased 0.7% year on year, passenger numbers increased 4.3% year on year, revenue passenger kilometers increased 5.5% year on year, and the passenger load factor was 71.9%.」

    By operating extra flights during periods of strong demand, domestic passenger numbers increased 4.3% year on year and the passenger load factor reached 71.9%.
  24. FY2019-Q3AdvancedAnnual report

    「For domestic passengers, in response to firm demand, we further expanded routes operated by Embraer 190 aircraft, primarily on routes to and from Itami, and increased the deployment of Boeing 737-800 aircraft equipped with JAL SKY NEXT on routes to and from Naha operated by Japan Transocean Air. As a result of efforts to increase available seats, the passenger load factor reached a record high of 72.9%.」

    The company increased the deployment of E190 aircraft and 737-800 aircraft equipped with JAL SKY NEXT, bringing the domestic passenger load factor to a record-high 72.9%.
  25. FY2019-Q2AdvancedAnnual report

    「For domestic passengers, in response to firm demand, we further expanded routes operated by Embraer 190 aircraft, primarily on routes to and from Itami, and increased the deployment of Boeing 737-800 aircraft equipped with JAL SKY NEXT on routes to and from Naha operated by Japan Transocean Air. However, affected by earthquakes and typhoons, available seat kilometers increased 0.5%. Supported by firm demand, passenger numbers increased 1.4% year on year, revenue passenger kilometers increased 0.7% year on year, and the passenger load factor reached a record high of 72.1%.」

    The company increased the deployment of E190 aircraft and 737-800 aircraft equipped with JAL SKY NEXT, bringing the domestic passenger load factor to a record-high 72.1%.
  26. FY2019-Q1AdvancedAnnual report

    「In terms of route operations, in addition to further expanding routes operated by Embraer 190 aircraft, primarily on routes to and from Itami, we expanded the introduction of Boeing 737-800 aircraft equipped with JAL SKY NEXT on routes to and from Naha operated by Japan Transocean Air, seeking to improve the convenience and comfort of regional network routes.」

    The company further expanded E190 operations on routes to and from Itami and increased the deployment of 737-800 aircraft equipped with JAL SKY NEXT on routes to and from Naha. The domestic passenger load factor rose from 68.3% to 68.7%.
  27. FY2018-Q3AdvancedAnnual report

    「In terms of route operations, in addition to expanding routes operated by Embraer 190 aircraft, primarily on routes to and from Itami, we expanded routes operated by the latest ATR42-600 turboprop aircraft on island routes in Kagoshima Prefecture operated by Japan Air Commuter, seeking to improve the convenience and comfort of regional network routes. In addition, during the year-end and New Year period, when strong demand was expected, we increased flights on routes including Haneda–Naha to further improve convenience for customers.」

    The company expanded routes operated by E190 and ATR42-600 aircraft and increased flights on routes including Haneda–Naha during the year-end and New Year period. The domestic passenger load factor also rose from 69.3% in the same period of the previous year to 72.5%.
  28. FY2018-Q2AdvancedAnnual report

    「In terms of route operations, in addition to expanding routes operated by Embraer 190 aircraft, primarily on routes to and from Itami, we introduced the latest ATR42-600 turboprop aircraft on island routes in Kagoshima Prefecture operated by Japan Air Commuter, seeking to improve the convenience and comfort of regional network routes. In addition, during part of the summer period, when strong demand was expected, we increased flights on the Haneda–New Chitose route, mainly during late-night hours on weekends, to further improve convenience for customers.」

    In addition to expanding routes operated by E190 aircraft and introducing ATR42-600 aircraft, the company increased flights on the Haneda–New Chitose route during the summer. The domestic passenger load factor also rose from 68.0% in the same period of the previous year to 72.0%.
  29. FY2018-Q1AdvancedAnnual report

    「In terms of route operations, in addition to further expanding routes operated by Embraer 190 aircraft, primarily on routes to and from Itami, we introduced the latest ATR42-600 turboprop aircraft on island routes in Kagoshima Prefecture operated by Japan Air Commuter, seeking to improve the convenience and comfort of regional network routes.」

    The company expanded routes operated by E190 aircraft and newly introduced ATR42-600 aircraft on island routes in Kagoshima Prefecture. The domestic passenger load factor rose from 63.7% in the same period of the previous year to 68.3%.
  30. FY2017-Q3AdvancedAnnual report

    「For domestic passengers, we worked to stimulate demand and improve profitability by aligning capacity with demand, resulting in a record-high 71.9% passenger load factor for the third quarter alone.」

    The company stimulated demand and aligned capacity with demand, resulting in a record-high 71.9% passenger load factor for the third quarter alone.
  31. FY2017-Q2First statedAnnual report

    「For domestic passengers, we worked to stimulate demand and improve profitability by aligning capacity with demand.」

    The company indicated a policy of combining demand stimulation with capacity adjustments to improve domestic route profitability.
Moved together

"Aircraft Renewal and Optimization of Fleet Specifications" moved the same way as this thread, in the same document, in 19 of its 31 moves.

191616161514★123456
  1. ★This thread
  2. 1Aircraft Renewal and Optimization of Fleet Specifications19×
  3. 2Expansion of the International Route Network and Strengthening of Airline Partnerships16×
  4. 3Capturing Demand for International Cargo and International Mail16×
  5. 4Enhancement of International In-Flight Products and Cabin Services16×
  6. 5Capturing demand for travel to Japan and overseas-originating demand15×
  7. 6Expansion of adjacent businesses, including travel and card businesses14×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Japan Airlines's next results are scheduled for 2026-11-02. Read the earnings preview It last moved in the Earnings of 2026-08-03: "Advanced".
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