Oriental Land Lifts Profit on Higher Per-Guest Spending and Hotel Rates Despite Flat Attendance

An announcement from Oriental Land Co ( (JP:4661) ) is now available.

Oriental Land Co. reported steady growth for the nine months to 31 December 2025, with consolidated net sales up 5.0% year on year to ¥530.2 billion and operating profit rising 4.8% to ¥141.4 billion, maintaining an operating margin of 26.7%. Theme park revenue increased 4.1% on essentially flat attendance, driven by higher net sales per guest across attractions, merchandise and food and beverages, while hotel segment sales climbed 9.6% on higher average room rates at Disney hotels despite a slight dip in occupancy. Other businesses, including the Ikspiari retail complex and the resort monorail, posted modest revenue gains, although profit in the “other business” segment declined, highlighting some cost pressure. Overall net profit attributable to shareholders rose 4.0% to ¥99.6 billion, underscoring the company’s ability to lift profitability through stronger per-guest spending and pricing power in its hotel portfolio, even as visitor numbers plateau, a dynamic that reinforces its premium positioning in Japan’s leisure and hospitality market.

The most recent analyst rating on (JP:4661) stock is a Hold with a Yen2981.00 price target. To see the full list of analyst forecasts on Oriental Land Co stock, see the JP:4661 Stock Forecast page.

More about Oriental Land Co

Oriental Land Co., operator of the Tokyo Disney Resort, runs theme parks, Disney-branded hotels and related commercial facilities such as the Ikspiari shopping complex and a monorail line. Its core business centers on attractions, shows, merchandise and food and beverage sales at its parks, complemented by high-end resort hotels that target leisure travelers and Disney fans in Japan and from overseas.

Average Trading Volume: 4,775,010

Technical Sentiment Signal: Sell

Current Market Cap: Yen4631.8B

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