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Ichigo Inc. (ICHIF)
OTHER OTC:ICHIF
Earnings Data
Report Date
Apr 20, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
―Last Year’s EPS
0.09Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple strong operating achievements: double-digit YTD profit and EPS growth, highly accretive buybacks and share cancellation, outsized hotel and Owners segment gains, environmental leadership, and strategic acquisitions/brand expansion. Notable negatives include segment volatility (sustainable real estate), asset-management fee timing risk, flat clean-energy near-term results, a paused security-token growth channel, and modest hotel exposure to reduced Chinese inbound traffic. Management emphasized structural strengths, durable competitive positioning amid construction inflation, and strong balance-sheet/funding access.Company Guidance
Strong YTD Profit and EPS Growth
Business profit year-to-date up 25%; EPS up 24%; cash EPS up 19%. Company forecasting and expects to hit record earnings, with growth in net income and EPS.
Stock and Flow Earnings Expansion
Reported growth in stock earnings (noted +9% YTD) and flow earnings (+31% YTD). Management also cited a large stock-earnings uplift (mentioned +15% YTD) driven by repositioning a major Tokyo Bay asset that improved NOI materially.
Shareholder Returns and Capital Actions
Expanded share buyback program (doubled to JPY 10 billion) and announced cancellation of approximately 7% of shares outstanding, intended to be a permanent EPS accretion strategy. Dividend growth also reiterated.
Segment Outperformance — Hotels and Ichigo Owners
Hotel business reported up 103% YTD; Ichigo Owners up 87% YTD. RevPAR (Revenue per Available Room) up 18% YoY, driven by strong leisure/business travel and branded hotel expansion (THE KNOT, OneFive).
Targeted Acquisitions and Portfolio Activity
Acquired one hotel (Osaka) and two logistics assets in Q3; brought online three new logistics centers (build-to-suit master-leased transactions) that benefit from earlier, lower construction cost commitments.
Environmental Leadership & Operational Sustainability
Achieved CDP AA for climate change and water security (AA twice — top ~1% of reporting companies). Transitioned to 100% renewable energy use internally and reported CO2 reductions from production 8x greater than its CO2 emissions (climate-positive claim).
Financial Position and Funding
Long-term borrowing profile with 61% of borrowing costs fixed via hedges. Management noted strong access to bank funding and favorable borrowing capacity despite rising base rates.
Valuation and Buyback Rationale
Management cites trading at ~11x accounting earnings and that cash earnings are ~30% higher, implying a sub-10x PE on a cash basis — supporting the decision to buy back shares.
Strategic Growth Initiatives
Expanding branded hotel strategy (THE KNOT, OneFive), launching private residential fund and growing private funds capability, and shifting Clean Energy focus toward battery storage where economics have improved.
Community & Brand Building
Ownership of a soccer club led to promotion from J3 to J2 within two years, providing branding/community benefits and local economic engagement opportunities.
ICHIF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ICHIF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 14, 2026 | $2.40 | $2.40 | 0.00% |
Oct 14, 2025 | $2.43 | $2.43 | 0.00% |
Jul 15, 2025 | $2.80 | $2.69 | -3.93% |
Apr 14, 2025 | $2.64 | $2.68 | +1.52% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ichigo Inc. (ICHIF) report earnings?
Ichigo Inc. (ICHIF) is schdueled to report earning on Apr 20, 2026, TBA (Confirmed).
What is Ichigo Inc. (ICHIF) earnings time?
Ichigo Inc. (ICHIF) earnings time is at Apr 20, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ICHIF EPS forecast?
Currently, no data Available