Passenger Transportation

ANA Holdings Inc.

ANA and JAL address rising fuel costs

ANA Considers Additional Fees for Domestic Flights

ANA Plans to Streamline Air Freight Business

ANA and JAL Sign Agreement to Provide Air Transportation Services for the Japanese National Team

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Airport Facilities Co., Ltd. (JP:8864) announced its dependence on major shareholders Japan Airlines and ANA HOLDINGS, each holding 21.33% of voting rights. These airlines account for approximately 22.3% of AFC's sales. The company recognizes that changes in these affiliates' financial conditions could impact its capital and management, and it aims to manage these risks while maintaining strong ties. Transactions with affiliates are conducted on comparable terms to other partners, ensuring management independence.

Tip Ranks

Airport Facilities Co., Ltd.

Japan Airlines Co., Ltd.

Airport Facilities Details Dependence on JAL and ANA as Major Shareholders and Key Clients

ANA Holdings (TSE:9202) reported Q4 FY 2026 revenue of ¥661.8 billion and EPS of ¥65.12, with trailing 12-month revenue at ¥2.5 trillion and EPS at ¥362.90. Revenue growth was modest at 2.1%, while net income rose 10.5%. The net profit margin slightly decreased to 6.7%. The stock trades at a P/E of 7.3x, below industry averages, with a DCF fair value of ¥990.19 and an analyst target of ¥3,375.83. The results challenge narratives of slowing earnings growth, suggesting a complex outlook for investors.

Simplywall

ANA Holdings (TSE:9202) EPS Beat Challenges Slowing Earnings Growth Narrative

Japan's ANA Holdings and Japan Airlines (JAL) report that the ongoing Middle East conflict is raising fuel costs, but they do not foresee immediate supply disruptions. ANA's CEO expects the impact to diminish by the second half of the financial year, with higher fuel prices estimated to increase costs by 140 billion yen, though mitigated to around 60 billion yen through hedging and cost cuts. JAL also confirms no supply issues for jet fuel and anticipates strong demand across all operations.

Fidelity

Japan's ANA, JAL say Middle East war lifts fuel costs, no immediate supply issues

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Multiple Asian airlines have raised fuel surcharges for May flights following April increases, driven by rising aviation fuel costs. Adjustments affect both domestic and international routes, with some surcharges nearly doubling or increasing fivefold. Spring Airlines has set new fees for South Korea routes, while All Nippon Airways has raised surcharges for routes from mainland China to Japan by over 60%. Korean Air and other South Korean carriers are also implementing significant hikes. Domestic route surcharges currently stand at CNY60 for segments under 800 kilometers and CNY120 for longer segments, with the next adjustment on May 5.

Yicai

CATHAY PAC AIR

China Express

JUNEYAOAIR

China Southern CNI Transportation Industry ETF

ChinaAMC CSI All Share Transportation ETF

Asian Airlines Boost May Fuel Surcharges After April Hikes

ANA (OTCMKTS:ALNPY) is set to release its quarterly earnings on April 30, with analysts predicting earnings of $0.0619 per share and revenue of $3.9642 billion. In its last earnings report, ANA reported $0.16 earnings per share, exceeding estimates. The company has a market cap of $9.09 billion and a P/E ratio of 9.29. Recent analyst ratings include a downgrade from Nomura to 'hold' and an upgrade to 'hold' from Smbc Nikko Sec. The stock currently holds a consensus rating of 'Hold'.

Market Beat

ANA (ALNPY) to Release Quarterly Earnings on Thursday

Japan Airlines (JAL) and All Nippon Airways (ANA) announced that they will raise the fuel surcharge for international routes ahead of schedule on May 1, originally planned for June. The fuel surcharge for flights between Japan and Hong Kong will increase to over HKD 700 per trip, with the highest increases for long-haul routes to Europe and North America. All Nippon Airways raised it to 56,000 yen (approximately HKD 2,740), while Japan Airlines raised it to 56,000 yen (approximately HKD 1,321)

AASTOCKS

Japan Airlines and All Nippon Airways have increased fuel surcharges in advance, with round-trip fares from Japan to Hong Kong rising to over HKD 1,400

UBS has maintained a Buy rating on ANA Holdings Inc. (9202) with a price target of Yen 3,900. Additionally, TipRanks also issued a Buy rating for the company. However, Jefferies has a Hold rating on ANA Holdings Inc. as of yesterday.

UBS Remains a Buy on ANA Holdings Inc. (9202)

ANA Holdings Inc.(9202.JP)