Japan Airlines Co., Ltd. provides scheduled and non-scheduled air transport services in Japan, Asia, Oceania, the Americas, and internationally, together with its subsidiaries. Its operations include full-service and low-cost carrier services, cargo and mail, air transport-related businesses such as airport passenger service, ground handling, maintenance, cargo, and passenger sales, and airport peripheral businesses including mileage, lifestyle, and infrastructure. It is also involved in air mobility, contract, travel and regional revitalization, and other businesses. As of March 31, 2025, it operated a fleet of 232 aircraft. The company was formerly known as Japan Airlines International Co., Ltd. and changed its name to Japan Airlines Co., Ltd. in April 2011. It was founded in 1951 and is headquartered in Tokyo, Japan.
JAL Q1 Net Profit Falls 80.2%, Full-Year and Dividend Forecasts Unchanged
Japan Airlines reported in its consolidated results for the first quarter of the fiscal year ending March 2027 that net profit fell 80.2% year on year to 5.3 billion yen. Revenue rose 11.2% to 523.7 billion yen, but aviation fuel costs climbed 58.4% from 94 billion yen to 148.8 billion yen amid heightened tensions in the Middle East, dragging profit before financial and corporate income taxes down 72.1% to 12.7 billion yen. The full-service carrier business, the group's biggest earner with a full-year segment EBIT plan of 104 billion yen, posted a loss of 800 million yen in the quarter, swinging from a profit of 30.7 billion yen a year earlier. Meanwhile, EBIT in the miles, finance and commerce business grew 17.6% to 12 billion yen, helping underpin the group's overall profitability. The company left its full-year earnings forecast and its dividend forecast of 96 yen per share unchanged, with September 30 set as the next record date for shareholder benefits.
9201.JP · Capital · Negative Q1 net profit fell 80.2% and pre-tax profit dropped 72.1% as fuel costs surged, with the core full-service carrier swinging to a loss.
ANA and JAL to Coordinate Schedules for First Time, Cooperate to Maintain Domestic Routes
All Nippon Airways and Japan Airlines, which have been fiercely competing for passengers, are set to coordinate their flight schedules for the first time. From late October, on routes connecting Haneda Airport and Okayama Airport, the two carriers will adjust their flights to avoid overlapping departure times, aiming to enhance convenience for passengers and improve load factors. This is part of efforts to improve profitability on struggling domestic routes, and the cooperation between the two rivals could expand further to maintain regional routes, which are vital transportation infrastructure. On the Haneda-Okayama route, for the winter 2025 schedule, ANA will move its first departure from Haneda from 7:45 a.m. to 7:25 a.m., while JAL will shift its first departure from 8:05 a.m. to 8:20 a.m. Domestic routes have seen deteriorating profitability due to a decline in business travelers amid the spread of online meetings and rising costs such as fuel. According to the Japan Tourism Agency, the number of Japanese day-trippers on domestic flights for business purposes fell from approximately 3.17 million in 2019 to about 1.03 million in 2024, a drop of nearly 70%. In fiscal 2024, the six major domestic airlines posted operating losses on domestic routes, excluding public support. In May, a transport ministry expert panel released a report stating that schedule coordination would not violate antitrust laws if conditions such as not reducing flight frequencies are met. This could pave the way for similar coordination on other routes competing with shinkansen services, such as the Haneda-Komatsu route. The two carriers have already been cooperating on ground handling services at regional airports, and at Okayama Airport, they have begun integrated operations for passenger assistance services.
9201.JP · Competition · Positive JAL and rival ANA will coordinate flight schedules for the first time, adjusting Haneda-Okayama departures to boost load factors and domestic route profitability.
9202.JP · Competition · Positive ANA and rival JAL will coordinate Haneda-Okayama schedules to avoid overlapping departures, improving load factors and profitability on struggling domestic routes.
JAL Continues to Rise, Jointly Declares Strategic Partnership with Korean Air
Japan Airlines (JAL) continued to rise, with its stock price reaching 2,986.5 yen (up 29.50 yen from the previous day). On the 3rd, the company signed a memorandum of understanding regarding a strategic partnership with Korean Air and issued a joint declaration. This partnership aims to strengthen the existing cooperative framework and create new value and customer experiences in Asian and global markets originating from Japan and South Korea. Specifically, it seeks to expand existing collaborations and improve convenience, as well as contribute to the aviation industry and address social issues through cooperation in new areas.
003490.KO · Demand · Positive Joint strategic partnership with JAL aims to strengthen cooperation and create new customer experiences, enhancing demand outlook.
9201.JP · Demand · Positive Strategic partnership with Korean Air to expand collaboration and create new value in Asian and global markets, boosting demand prospects.
Yamato and JAL to End Cargo-Only Flights by Next June
Yamato Holdings and Japan Airlines (JAL) announced on the 3rd that they will end their domestic cargo-only flight operations by around June next year. These cargo planes had attracted attention as the "flying Kuro Neko" (flying black cat). The service was launched to address a shortage of truck drivers, but due to the weak yen and soaring fuel prices, air transport costs have exceeded expectations, making it difficult to continue.
Haneda Airport opens new building this September to meet surging travel demand
Haneda Airport in Tokyo unveiled its new north-side passenger terminal extension today, ahead of its operational opening this September, with six boarding gates to accommodate steadily expanding air travel. The extension of Terminal 1 marks the largest expansion since the main building opened in September 1993. Japan Airport Terminal, which manages Haneda Airport, said the structure uses about 1,800 cubic meters of steel and wood to help reduce environmental impact. Inside the building are lounges, a children's area, and the iino driverless vehicle service, which carries up to four passengers free of charge. Japan's government aims to attract 60 million foreign tourists by 2030. Haneda Airport's passenger volume last year surged past 90 million for the first time, and aircraft movements reached about 490,000 flights, already at the airport's capacity ceiling. To address congestion and flight delays, Japanese airlines announced that starting this September, domestic passengers must check in and drop baggage at least 30 minutes before departure, up from 20 minutes. Kumiko Saito, an executive officer at Japan Airlines, said that because the distance from security screening has increased, passengers need to arrive earlier to complete check-in, and asked for cooperation so aircraft depart on time. Japan's Ministry of Land, Infrastructure, Transport and Tourism said on-time performance, defined as departure within 15 minutes of the scheduled time, continues to decline, averaging 83% for the top 10 airlines in fiscal 2025.
9706.JP · Demand · Positive Haneda Airport expansion and new terminal building to accommodate surging travel demand, directly benefiting Japan Airport Terminal.
9201.JP · Demand · Negative New check-in rules require passengers to arrive earlier, potentially reducing convenience and demand for domestic flights.
Torrential rain hits Japan, floods Chiba, 7,000 passengers stranded at Narita Airport, 4 dead
Record heavy rain in Japan has left around 7,000 passengers stranded at Narita Airport and killed at least 4 people in Chiba Prefecture. Parts of Chiba Prefecture received more than 360 millimetres of rain within 24 hours, flooding roads and railway lines, leaving nearly 25,000 homes without power, and keeping several major highways closed, including the route linking Narita Airport with central Tokyo. Chiba Governor Toshihito Kumagai said the event was extremely severe and abnormal, even compared with weather previously seen in Japan. Japan Airlines said some flights may be delayed, but no cancellations are currently expected.
JAL and ANA to cut fuel surcharges on Europe and US routes to around 50,000 yen for tickets issued in September and October
It was learned on the 12th that Japan Airlines and All Nippon Airways are expected to lower their international fuel surcharges for tickets issued in September and October. For flights from Japan to North America and Europe, the surcharge will drop to between 50,000 and 55,000 yen, down from the record high of 65,000 yen for the July–August period. The decline is driven by a fall in jet fuel prices, which had spiked due to turmoil in the Middle East, and surcharges on routes other than North America and Europe will also be reduced. The surcharge is calculated based on the average jet fuel market price and exchange rate over the most recent two months.
JAL Q1 net profit plunges 80% on soaring fuel costs, but yields rise; full-year forecast unchanged
Japan Airlines reported its first-quarter results for the fiscal year ending March 2027. Quarterly profit fell 80.2 percent year-on-year to 5.3 billion yen, hit by surging fuel costs amid heightened Middle East tensions, but the full-year earnings forecast was left unchanged. Revenue rose 11.2 percent to 523.7 billion yen, a record high for the first quarter. International passenger yield climbed 16.9 percent to 19.6 yen per kilometer, while domestic yield rose 6.0 percent to 20.7 yen, reflecting stronger unit prices. Fuel expenses swelled 58.4 percent to 148.8 billion yen. However, EBIT from the miles, finance and commerce business grew 17.6 percent to 12 billion yen, helping to keep the group in the black. Combined EBIT from the full-service carrier and low-cost carrier businesses also recovered from a loss in April to exceed the initial plan by June. The recent strengthening of the yen is also seen as a cost relief factor. After the earnings release, the stock closed 1.24 percent higher at 2,979.5 yen.
Japan Airlines Submits Recurrence Prevention Measures to Transport Ministry Over Crew Drinking Issue
Japan Airlines submitted recurrence prevention measures to the Ministry of Land, Infrastructure, Transport and Tourism on the 17th in response to a cabin crew drinking problem. After a domestic flight was delayed in May due to drinking that violated operational rules, the measures include self-regulated alcohol restraint and the consolidation of health condition reporting channels. The airline analyzed that its previous ban on drinking at accommodation locations did not lead to a change in awareness, and will introduce self-check education on drinking precautions to encourage self-awareness. It plans to lift the drinking ban at accommodation locations once it determines that the measures have been completed.
Japan