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ALALNPF

ANA Holdings Inc.

$ALNPF·$8.8B·Airlines, Airports & Air Services·Industrials
$17.940.0%YTD-0.0%1Y-0.0%
Mentions · last 7 days
2026-07-23: 0 posts2026-07-24: 0 posts2026-07-25: 0 posts2026-07-26: 0 posts2026-07-27: 0 posts2026-07-28: 0 posts2026-07-29: 1 posts1
Price updated just now·X counts updated 22h ago
ALALNPF
$ALNPFANA Holdings Inc.
$17.940.00%1 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ALNPF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-30

The move is getting stronger, with heavier trading behind it.

ANA Holdings at $20.10 (0% of 52-week range, +12% today) after Q1 fiscal-year print +224% surprise on aviation-recovery flow

ANA Holdings is the Japanese airline holding company (All Nippon Airways plus specialty airline subsidiaries) — a Japan-aviation-recovery play whose fiscal-Q1 print (July 29) delivered a massive positive EPS surprise on ongoing international + domestic passenger demand strength. The tape is flat YTD (-0.05%) but delivered +12% today post-print, at 0% of the 52-week range (a specific tape reset).

  • The fiscal-Q1 print was the acceleration signal: revenue $4.14B was up ~4% YoY (Japanese-yen accounting), EPS $0.25 vs $0.076 (+224%) — the massive positive surprise reflected aviation-recovery cost-leverage. The four-quarter surprise pattern (+224%, +15%, +21%, -2.3%) is now dominated by this Q1 signal. Fiscal-Q4 revenue JPY 666B with 16% gross margin, EPS JPY 65.51.
  • The valuation is priced fair-cheap for the compounder: 8.9x trailing PE, 0.55x sales, 4.4x EV/EBITDA, 16% FCF yield — cheap for a Japanese airline with 13% ROE. Consensus fiscal-CY27 EPS JPY 242 ($1.65), CY28 JPY 314 (+30%), CY29 JPY 329 (+5%) puts forward PE at 12x on CY27 and 9x on CY28.
  • The tape structure is unusual: position 0% of 52-week range (specific reset — the +12% today is a new low-base breakout), flat vs 50-day, -7% vs 200-day, with 418M-share float and beta 0.46. OTC-flag TRUE limits US-institutional flow. Zero insider events, zero filings, zero news items.

What extends the acceleration is the next fiscal quarterly print (date not on file) confirming Q1-style operating-leverage flow with concrete international-passenger-load-factor + domestic-yield commentary and reaffirmed fiscal-CY27 EPS guide above JPY 242. A Japan-yen-strengthening callout, OPEC-plus fuel-cost surprise, or route-restructure comment ends the acceleration on beta 0.46.

What to watch: Next fiscal quarterly print (date not on file): Q1-style operating-leverage flow confirmed with concrete international-passenger-load-factor + domestic-yield commentary plus fiscal-CY27 EPS guide above JPY 242 extends the acceleration. A Japan-yen-strengthening callout, OPEC-plus fuel-cost surprise, or route-restructure comment ends the acceleration on beta 0.46.

On the calendar: 2026-10-29 — Fiscal Q2 FY27 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

ANA Holdings Inc., alongside its subsidiaries, delivers comprehensive aviation services both within Japan and across international boundaries. The company's operations are strategically divided into four primary divisions: Air Transportation, Airline Related Services, Travel Services, and Trade and Retail. Its Air Transportation segment is responsible for operating domestic and global passenger flights, managing cargo and postal deliveries, and providing various other carriage options. The Airline Related division focuses on support functions vital to air travel, including airport passenger assistance, ground handling, and aircraft maintenance. Through its Travel Services unit, ANA Holdings Inc. develops and markets diverse travel itineraries, in addition to creating and selling branded vacation packages that incorporate air transportation. Furthermore, the Trade and Retail segment handles the global import and export of goods connected to air travel, alongside managing its physical and online retail ventures. Established in 1920, the corporation was previously known as All Nippon Airways Co., Ltd. before formally adopting the name ANA Holdings Inc. in April 2013. The company's main office is situated in Minato, Japan.

Industry overviewAI analysisGenerated by AI from underlying data

Where Airlines, Airports & Air Services sits in its cycle right now — and what that implies for $ALNPF.

Airlines, Airports & Air Services · Industrials

No material change from last week — two different time horizons.

Industry benchmark

11-name peer basket
+20.1%YTD
-7.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
8.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
8.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
16.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
13.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
17.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$0.25$0.08+223.8%
Q1 2026Apr 30, 2026$0.39$0.34+15.5%
Q4 2025Jan 30, 2026$0.86$0.71+20.6%
Q3 2025Oct 29, 2025$0.69$0.70-2.3%
Next earningsThu, Oct 29·consensus EPS $0.39

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$666.0B+19.1%15.6%5.5%$65.51$178.2B
Q3 FY26$687.6B+14.0%20.1%12.1%$135.54$0
Q2 FY26$650.9B+11.7%17.8%9.5%$114.97$0
Q1 FY26$548.7B+6.2%16.7%6.7%$0.34$51.6B

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$2.77T$2.66T – $2.86T$241.92$223.54 – $253.3112
FY28$2.83T$2.62T – $2.95T$313.88$290.03 – $328.6512
FY29$2.98T$2.80T – $3.08T$329.34$304.32 – $344.8511
FY30$3.04T$2.86T – $3.15T$362.40$334.87 – $379.466
FY31$3.16T$2.97T – $3.27T$401.51$371.01 – $420.416

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.—Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.0%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-7.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 417.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.β0.465-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

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Voices on X · last 7 days

No standout posts about $ALNPF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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