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ALALNPY

ANA Holdings Inc.

$ALNPY·$9.4B·Airlines, Airports & Air Services·Industrials
$3.880.0%YTD+2.1%1Y-1.5%
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: 0 posts0
Price updated 2m ago·X counts updated 22h ago
ALALNPY
$ALNPYANA Holdings Inc.
$3.880.00%0 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 $ALNPY, 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.

The Japanese flag airline is quietly compounding on inbound-tourism recovery — Q1 revenue +20%, big EPS beats, and 8.9x P/E for a real business.

ANA Holdings is Japan's largest airline group (All Nippon Airways) plus travel services and airline-related businesses. It's a real, well-run airline benefiting from the Japan inbound-tourism recovery, yen weakness driving international travel, and a domestic Japanese fleet-modernization cycle — up 2% YTD and slightly negative t12m, but the operating cadence has genuinely turned.

  • Growth is genuine and improving — Q4 FY26 (March) revenue grew 20.6% YoY on 5.5% operating margin, and Q3 FY26 grew 16% on 12% margin; the recent EPS surprises of +96% and +34% mean consensus is materially behind what the inbound-tourism recovery is producing.
  • Valuation is deeply attractive — 8.9x TTM P/E, 0.55x P/S, 4.4x EV/EBITDA, and 16.3% FCF yield make ANA one of the cheapest global airlines on cash-flow multiples; the FY27 consensus $49 EPS (yen) implies material rerating potential if the growth persists.
  • Japan-inbound-tourism thesis is durable — ~30M+ international visitors annually plus yen weakness making Japan cheaper for travelers means multi-year demand; ANA is the primary equity play beyond hotels.
  • Fuel-cost risk is real — 'Middle East war lifts fuel costs' means jet fuel pressure is the near-term margin risk, though the current 5-12% operating margins have absorbed it well.
  • Structural setup — 49% of range, near both 50-day and 200-day means the tape hasn't fully priced acceleration; 462M float on OTC-listed ADR means thin US liquidity but Tokyo is the real price discovery.

The October 29 next fiscal quarter print is the swing — another 15%+ revenue growth with reaffirmed FY27 guide plus commentary on jet-fuel hedge coverage extends the compounder narrative; a soft international-travel print or a specific fuel-cost margin compression is what turns accelerating into cooling.

What to watch: October 29 fiscal Q2 earnings — another 15%+ revenue growth with reaffirmed FY27 guide plus jet-fuel hedge-coverage commentary extends the compounder narrative; a soft international-travel print or specific fuel-cost margin compression turns accelerating into cooling.

On the calendar: 2026-10-29 — fiscal Q2 earnings

Read the AI verdict + X sentiment for $ALNPY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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What it does

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

ANA Holdings Inc. is a diversified conglomerate, providing extensive air transportation services both domestically within Japan and internationally, supported by its various subsidiaries. Its comprehensive business activities are structured across four primary divisions: Air Transportation, Airline Related, Travel Services, and Trade And Retail. The Air Transportation segment is responsible for domestic and international passenger flights, freight and mail logistics, and other associated transport operations. Complementing this, the Airline Related segment focuses on crucial support functions for air travel, including airport customer services, ground handling operations, and aircraft maintenance. The Travel Services division designs and markets various travel itineraries, alongside creating and selling branded tour packages that leverage air transportation. Finally, the Trade and Retail segment manages the global import and export of aviation-linked goods, coupled with operating diverse retail channels, both physical stores and online platforms. Established in 1920 and headquartered in Tokyo, Japan, the company was initially known as All Nippon Airways Co., Ltd. before rebranding to ANA Holdings Inc. in April 2013.

Industry overviewAI analysisGenerated by AI from underlying data

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

Airlines, Airports & Air Services · Industrials

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

Industry benchmark

11-name peer basket
+19.9%YTD
-7.3%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$0.03$0.02+96.0%
Q1 2026Apr 30, 2026$0.09$0.07+34.2%
Q4 2025Jan 30, 2026$0.16$0.14+12.6%
Q3 2025Oct 30, 2025$0.14$0.14-0.9%
Next earningsThu, Oct 29·consensus EPS $0.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$674.0B+20.6%15.6%5.5%$13.37$190.6B
Q3 FY26$699.4B+15.9%20.1%12.1%$27.57$0
Q2 FY26$652.9B+12.0%17.8%9.5%$23.08$0
Q1 FY26$548.7B+6.2%16.7%6.7%$0.07$51.6B

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$2.82T$2.65T – $2.92T$49.21$45.49 – $51.516
FY28$2.89T$2.72T – $2.99T$63.95$59.12 – $66.956
FY29$3.03T$2.85T – $3.13T$67.01$61.95 – $70.155
FY30$3.07T$2.89T – $3.18T$73.13$67.61 – $76.553
FY31$3.18T$3.00T – $3.30T$81.02$74.90 – $84.812

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.0.5×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.49%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.+5.8%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.+2.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 462.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.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.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Japan's ANA, JAL say Middle East war lifts fuel costs, no immediate supply issuesreuters.com·92d ago

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Voices on X · last 7 days

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

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