tiprankstipranks
Trending News
More News >
Japan Airlines Co Ltd (JP:9201)
:9201

Japan Airlines Co (9201) AI Stock Analysis

Compare
3 Followers

Top Page

JP

Japan Airlines Co

(OTC:9201)

Rating:78Outperform
Price Target:
¥3,215.00
▲(8.50%Upside)
Japan Airlines Co's overall score is driven by strong financial performance, positive technical indicators, and a favorable valuation. The company's resilience in recovering from past challenges and its operational efficiency contribute significantly to the score. However, some caution is advised due to the high debt level and potential overbought technical conditions.

Japan Airlines Co (9201) vs. iShares MSCI Japan ETF (EWJ)

Japan Airlines Co Business Overview & Revenue Model

Company DescriptionJapan Airlines Co., Ltd. (JAL) is a premier airline headquartered in Tokyo, Japan. It operates both domestic and international routes, providing passenger and cargo transportation services. As a member of the oneworld airline alliance, JAL plays a significant role in connecting Japan with major cities across Asia, Europe, the Americas, and Oceania. The company also offers ancillary services such as in-flight catering, travel agency services, and aircraft maintenance, repair, and overhaul (MRO).
How the Company Makes MoneyJapan Airlines Co. generates revenue primarily through its passenger transportation services, which include both domestic and international flights. The sale of passenger tickets constitutes the largest portion of its income. In addition to passenger services, JAL earns revenue from cargo transportation by leveraging its fleet to transport goods across its extensive network. Ancillary services also contribute to its earnings, including fees from additional services such as seat selection, baggage handling, and in-flight sales. The company benefits from partnerships with other airlines within the oneworld alliance, which helps increase its route network and passenger volume. Additionally, JAL engages in strategic partnerships and code-sharing agreements, enhancing its global reach and competitive position.

Japan Airlines Co Financial Statement Overview

Summary
Japan Airlines Co has shown strong financial performance with significant improvements in revenue and profitability. The income statement reflects a robust recovery with impressive profit margins. The balance sheet is stable, although the debt level requires attention. Cash flow management is strong, though capital expenditure optimization is needed.
Income Statement
85
Very Positive
Japan Airlines Co has shown a strong recovery in its revenue with a consistent growth trajectory from 2022 to 2025. The gross profit margin for 2025 is impressive at approximately 70.93%, and the net profit margin has improved significantly to about 5.80%. The EBIT and EBITDA margins are robust, indicating operational efficiency. However, the company had a challenging period in 2022 with negative EBIT and EBITDA, which has since reversed.
Balance Sheet
80
Positive
The balance sheet indicates a healthy equity position with an equity ratio of approximately 34.88% in 2025. The debt-to-equity ratio is manageable at around 0.92. Return on equity (ROE) has improved to about 10.98%, reflecting better profitability. Despite these strengths, the company carries a significant debt load, which remains a potential risk factor.
Cash Flow
78
Positive
Japan Airlines Co has demonstrated strong cash flow management with a positive free cash flow growth rate from 2024 to 2025. The operating cash flow to net income ratio is robust, indicating efficient conversion of earnings into cash. However, the free cash flow to net income ratio has declined, suggesting room for improvement in capital expenditure management.
BreakdownMar 2025Mar 2024Mar 2023Mar 2022Mar 2021
Income Statement
Total Revenue1.84T1.65T1.38T705.46B494.62B
Gross Profit1.31T811.04B601.73B135.49B-47.56B
EBITDA329.21B301.60B227.44B-58.73B-205.92B
Net Income107.04B95.53B34.42B-177.55B-286.69B
Balance Sheet
Total Assets2.79T2.65T2.52T2.37T2.11T
Cash, Cash Equivalents and Short-Term Investments749.03B713.87B639.25B537.59B422.47B
Total Debt896.02B887.29B925.50B928.46B515.15B
Total Liabilities1.78T1.70T1.66T1.53T1.13T
Stockholders Equity975.06B909.95B816.29B799.74B947.46B
Cash Flow
Free Cash Flow85.94B138.84B175.42B-264.85B-309.20B
Operating Cash Flow375.92B363.94B292.91B-103.55B-219.52B
Investing Cash Flow-286.90B-195.10B-112.77B-173.77B-91.01B
Financing Cash Flow-53.52B-105.03B-38.47B359.28B388.62B

Japan Airlines Co Technical Analysis

Technical Analysis Sentiment
Positive
Last Price2963.00
Price Trends
50DMA
2859.39
Positive
100DMA
2704.42
Positive
200DMA
2569.04
Positive
Market Momentum
MACD
32.97
Negative
RSI
60.00
Neutral
STOCH
52.57
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9201, the sentiment is Positive. The current price of 2963 is above the 20-day moving average (MA) of 2896.52, above the 50-day MA of 2859.39, and above the 200-day MA of 2569.04, indicating a bullish trend. The MACD of 32.97 indicates Negative momentum. The RSI at 60.00 is Neutral, neither overbought nor oversold. The STOCH value of 52.57 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:9201.

Japan Airlines Co Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
78
Outperform
$1.28T11.9511.26%3.14%11.64%12.12%
70
Outperform
¥1.39T9.05
2.04%10.02%-2.91%
65
Neutral
$10.89B15.565.22%1.87%3.09%-26.84%
62
Neutral
¥8.22B4.11
7.20%104.37%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:9201
Japan Airlines Co
2,963.00
457.26
18.25%
JP:9202
ANA Holdings Inc.
3,001.00
6.49
0.22%
JP:9206
Star Flyer Inc.
2,181.00
-454.00
-17.23%

Japan Airlines Co Corporate Events

Japan Airlines Finalizes Equity Ownership Agreement for AGP Corporation
Jul 11, 2025

Japan Airlines Co., Ltd. (JAL) has finalized an agreement regarding the equity ownership ratio of AGP Corporation with Japan Airport Terminal Co., Ltd. and ANA Holdings Inc. following the approval of a shareholder proposal at AGP’s 60th Annual General Meeting. The agreement outlines the ownership distribution after AGP’s privatization, with JAL holding 46.56% of AGP. This strategic move aims to enhance collaboration among the companies to promote decarbonization and ensure stable growth in Japan’s aviation sector, ultimately increasing AGP’s corporate value.

The most recent analyst rating on (JP:9201) stock is a Buy with a Yen3400.00 price target. To see the full list of analyst forecasts on Japan Airlines Co stock, see the JP:9201 Stock Forecast page.

Japan Airlines Stands Firm on AGP Shareholder Proposal Amidst Market Turmoil
Jun 27, 2025

Japan Airlines Co., Ltd. has announced its decision to maintain its shareholder proposal concerning AGP Corporation, despite AGP’s request for withdrawal. The airline company is committed to ensuring AGP’s shareholders have adequate information to make informed decisions and does not support AGP’s motion to adjourn its Annual General Meeting. Japan Airlines also rejects Macquarie’s tender offer proposal for AGP shares, aiming instead to enhance AGP’s corporate value through a share consolidation, which is expected to benefit all stakeholders involved.

The most recent analyst rating on (JP:9201) stock is a Buy with a Yen3500.00 price target. To see the full list of analyst forecasts on Japan Airlines Co stock, see the JP:9201 Stock Forecast page.

Japan Airlines Rejects Tender Offer Proposal for AGP Shares
Jun 22, 2025

Japan Airlines Co., Ltd. has expressed its opinion on a tender offer proposal by Macquarie Asia-Pacific Infrastructure Investments for AGP Corporation shares. Despite the proposal, Japan Airlines, along with other major shareholders, does not intend to tender its shares, emphasizing the importance of AGP’s sustainable growth and corporate social responsibilities. The company believes the tender offer’s feasibility is limited due to the significant shareholding of the three main shareholders, who collectively hold over 73% of AGP’s voting rights, and their commitment to AGP’s long-term goals.

The most recent analyst rating on (JP:9201) stock is a Buy with a Yen3500.00 price target. To see the full list of analyst forecasts on Japan Airlines Co stock, see the JP:9201 Stock Forecast page.

Japan Airlines Reaffirms Stance on AGP Shareholder Proposal
Jun 13, 2025

Japan Airlines Co., Ltd. has reiterated its position on a shareholder proposal concerning AGP Corporation, which involves share consolidation and amendments to the Articles of Incorporation. Despite AGP’s opposition, JAL intends to discuss unresolved issues with AGP’s management after the upcoming Annual General Meeting of Shareholders.

The most recent analyst rating on (JP:9201) stock is a Buy with a Yen3500.00 price target. To see the full list of analyst forecasts on Japan Airlines Co stock, see the JP:9201 Stock Forecast page.

Japan Airlines Reaffirms Position on AGP Shareholder Proposal
Jun 6, 2025

Japan Airlines Co., Ltd. has reiterated its stance on a shareholder proposal concerning AGP Corporation, which involves share consolidation and amendments to the Articles of Incorporation. Despite AGP’s opposition to the proposal, JAL remains committed to its strategic objectives and plans to engage in further discussions post-AGP’s Annual General Meeting, highlighting its proactive approach in corporate governance and stakeholder engagement.

The most recent analyst rating on (JP:9201) stock is a Buy with a Yen3500.00 price target. To see the full list of analyst forecasts on Japan Airlines Co stock, see the JP:9201 Stock Forecast page.

Japan Airlines Faces Opposition from AGP Corporation on Shareholder Proposal
May 30, 2025

Japan Airlines Co., Ltd. has submitted a shareholder proposal to AGP Corporation, aiming for share consolidation and amendments to the Articles of Incorporation. AGP has opposed the proposal and issued statements expressing their stance. Japan Airlines plans to disclose their response to AGP’s opposition by June 6, 2025.

The most recent analyst rating on (JP:9201) stock is a Buy with a Yen3500.00 price target. To see the full list of analyst forecasts on Japan Airlines Co stock, see the JP:9201 Stock Forecast page.

Japan Airlines Responds to AGP Corporation’s Shareholder Proposal Inquiry
May 22, 2025

Japan Airlines Co., Ltd. has responded to a document from AGP Corporation’s Special Committee regarding a shareholder proposal. This proposal, which will be discussed at AGP’s upcoming Annual General Meeting, involves a share consolidation and amendments to the articles of incorporation. JAL’s response, agreed upon by all nine directors, reaffirms the intent and purpose of the proposal, emphasizing AGP’s critical role in airport operations and the potential risks associated with power supply malfunctions.

The most recent analyst rating on (JP:9201) stock is a Buy with a Yen3500.00 price target. To see the full list of analyst forecasts on Japan Airlines Co stock, see the JP:9201 Stock Forecast page.

Japan Airlines Responds to AGP Corporation’s Shareholder Proposal Inquiry
May 20, 2025

Japan Airlines Co., Ltd. has announced its response to a document from AGP Corporation regarding a shareholder proposal. This proposal involves a share consolidation and amendments to the Articles of Incorporation, which will be discussed at AGP’s upcoming Annual General Meeting. The response, agreed upon by all nine directors of Japan Airlines, addresses questions raised by AGP’s Special Committee.

The most recent analyst rating on (JP:9201) stock is a Buy with a Yen3500.00 price target. To see the full list of analyst forecasts on Japan Airlines Co stock, see the JP:9201 Stock Forecast page.

Japan Airlines Opposes Shareholder Proposal on Governance Amendments
May 14, 2025

Japan Airlines Co., Ltd. has announced its opposition to a shareholder proposal from LIM Japan Event Master Fund, which seeks amendments to the Articles of Incorporation regarding the prohibition of the ‘revolving door’ practice and the disclosure of joint ownership. The Board of Directors argues that such amendments could impede the company’s ability to make timely management decisions and maintain corporate value. The company emphasizes its commitment to transparent governance and compliance with relevant laws and regulations, ensuring that its operations align with the interests of stakeholders and minority shareholders.

The most recent analyst rating on (JP:9201) stock is a Buy with a Yen3400.00 price target. To see the full list of analyst forecasts on Japan Airlines Co stock, see the JP:9201 Stock Forecast page.

Japan Airlines Boosts Dividends Amid Strong Earnings
May 2, 2025

Japan Airlines Co., Ltd. announced an increase in its year-end dividend to 46 yen per share and an annual dividend of 86 yen per share for the fiscal year ended March 31, 2025, due to better-than-expected earnings. Looking ahead, the company forecasts a dividend of 92 yen per share for the fiscal year ending March 31, 2026, driven by anticipated growth in domestic and international passenger sales, reflecting a recovery in outbound business demand.

Japan Airlines Reports Strong Financial Results for FY2024
May 2, 2025

Japan Airlines Co., Ltd reported its consolidated financial results for the fiscal year ending March 31, 2025, showing a revenue increase of 11.6% to 1,844,095 million yen and a profit before tax increase of 14.1% to 158,900 million yen. The company also announced an increase in dividends per share from 75 yen in FY2023 to 86 yen in FY2024, reflecting its improved financial performance and commitment to returning value to shareholders.

Japan Airlines Proposes Share Consolidation to Take AGP Private
Apr 30, 2025

Japan Airlines Co., Ltd. has submitted a shareholder proposal to AGP Corporation aimed at consolidating shares, amending articles of incorporation, and appointing directors. The proposal, supported by JAL and other major shareholders, seeks to make JAL, Japan Airport Terminal Co., Ltd., and ANA Holdings Inc. the sole shareholders of AGP, effectively taking the company private. If approved, AGP’s shares will be delisted from the Tokyo Stock Exchange, impacting current shareholders by converting their shares into fractions, with compensation provided accordingly.

Japan Airlines Proposes Share Consolidation and Delisting of AGP Corporation
Apr 28, 2025

Japan Airlines Co., Ltd. has submitted a shareholder proposal to AGP Corporation to consolidate shares, amend articles of incorporation, and appoint directors, aiming to make JAL, Japan Airport Terminal Co., Ltd., and ANA Holdings Inc. the sole shareholders of AGP. If approved, AGP’s shares will be delisted from the Tokyo Stock Exchange, affecting current shareholders who will receive monetary compensation for fractional shares, with JAL planning to finance this through borrowings or contributions.

Japan Airlines Receives Shareholder Proposal for Upcoming Meeting
Apr 14, 2025

Japan Airlines Co., Ltd. has received a shareholder proposal from LIM Japan Event Master Fund, which will be discussed at the company’s upcoming 76th Ordinary General Meeting of Shareholders on June 24, 2025. The board’s opinion on the proposal and its details will be disclosed once a decision is made, potentially impacting company operations and shareholder relations.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: May 27, 2025