9557
譬ェ蠑丈シ夂、セ繧ィ繧「繝シ繧ッ繝ュ繝シ繧シ繝�繝�
株式会社エアークローゼット
Consumer Cyclical · Internet Retail
airCloset, Inc. operates as a fashion technology company providing an online fashion rental platform in Japan. The company offers fashion rental service for women under the airCloset and airCloset Dress brand names; and airCloset Salon, a bone structure and color diagnosis salon. The company was incorporated in 2014 and is headquartered in Tokyo, Japan.
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Overview
Filings & Signals
Ownership
Financials
▾ Collapse Charts
Income Statement
Balance Sheet
Cash Flow
Ratios & Per Share
Metric
FY 2026
TDnet
FY 2025
EDINET ↗
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
Net Sales
¥5.7B
¥5.0B
¥4.2B
¥3.7B
¥3.4B
Cost of Sales
—
¥2.6B
¥2.2B
¥2.0B
¥1.7B
Gross Profit
—
¥2.4B
¥2.0B
¥1.8B
¥1.7B
SG&A
—
¥2.3B
¥2.0B
¥1.9B
¥1.7B
Operating Income
¥5.7B
¥102M
¥-36M
¥-188M
¥-52M
Non-Operating Income
—
¥3M
¥2M
¥5M
¥1M
Interest Income
—
¥1M
¥0M
¥0M
¥0M
Non-Operating Expenses
—
¥17M
¥19M
¥46M
¥17M
Interest Expense
—
¥17M
¥19M
¥20M
¥14M
Ordinary Income
¥5.7B
¥89M
¥-53M
¥-229M
¥-68M
Pre-tax Income
—
¥24M
¥-53M
¥-354M
¥-376M
Income Taxes
—
¥1M
¥1M
¥1M
¥2M
Current Tax
—
¥1M
¥1M
¥1M
¥2M
Net Income (owners)
¥1M
¥24M
¥-53M
¥-354M
¥-378M
EBITDA
—
¥665M
¥537M
¥226M
¥297M
EPS
—
¥2.86
¥-6.48
¥-43.69
¥-65.96
Shares Outstanding
—
8.3M
8.2M
8.2M
7.4M
Shares Issued (total)
—
8.3M
8.2M
8.2M
7.4M
Metric
FY 2026
TDnet
FY 2025
EDINET ↗
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
Total Assets
—
¥2.8B
¥2.7B
¥2.5B
¥2.2B
Current Assets
—
¥1.6B
¥1.9B
¥1.9B
¥1.6B
Cash & Deposits
—
¥1.1B
¥1.5B
¥1.5B
¥1.1B
Trade Receivables
—
¥365M
¥365M
¥338M
¥334M
Inventories
—
¥18M
¥18M
¥7M
¥42M
Non-Current Assets
—
¥1.2B
¥800M
¥599M
¥607M
PP&E
—
¥1.0B
¥612M
¥477M
¥315M
Intangible Assets
—
¥0M
¥1M
¥1M
¥2M
Total Liabilities
—
¥2.2B
¥2.2B
¥1.9B
¥1.9B
Current Liabilities
—
¥1.6B
¥1.2B
¥959M
¥662M
ST Debt
—
¥972M
¥617M
¥440M
¥274M
Taxes Payable
—
¥1M
¥1M
—
¥10M
Non-Current Liabilities
—
¥581M
¥987M
¥987M
¥1.2B
Total LT Borrowings
—
¥560M
¥960M
¥960M
¥1.2B
Total Equity
—
¥554M
¥510M
¥558M
¥323M
Capital Stock
—
¥56M
¥50M
¥50M
¥1.1B
Capital Surplus
—
¥868M
¥862M
¥862M
¥1.3B
Retained Earnings
—
¥-384M
¥-407M
¥-354M
¥-2.1B
Equity (owners)
—
¥541M
¥505M
¥558M
¥322M
Total Interest-Bearing Debt ⓘ
—
¥1.5B
¥1.6B
¥1.4B
¥1.4B
Net Cash ⓘ
—
¥-440M
¥-123M
¥52M
¥-309M
NCAV ⓘ
—
¥-632M
¥-290M
¥-41M
¥-284M
NCAV/Share
—
¥-76
¥-35
¥-5
¥-38
BV/Share
—
¥65
¥62
¥68
¥44
Metric
FY 2026
TDnet
FY 2025
EDINET ↗
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
Operating CF
—
¥1.1B
¥803M
¥479M
¥156M
Interest Paid
—
¥-17M
¥-19M
¥-20M
¥-14M
D&A
—
¥563M
¥573M
¥414M
¥349M
Investing CF
—
¥-1.4B
¥-778M
¥-908M
¥-1.0B
CapEx
—
¥1.3B
¥912M
¥878M
¥817M
Financing CF
—
¥-33M
¥178M
¥541M
¥1.2B
LT Debt Repaid
—
¥-200M
¥-215M
¥-21M
¥-24M
Free Cash Flow
—
¥-273M
¥-109M
¥-399M
¥-661M
Net Change in Cash
—
¥-362M
¥203M
¥112M
¥351M
Metric
FY 2026
TDnet
FY 2025
EDINET ↗
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
ROE
—
4.5%
-10.0%
-80.4%
-117.1%
ROA
—
0.9%
-2.0%
-15.1%
-17.3%
EPS
—
¥2.86
¥-6.48
¥-43.69
¥-65.96
BPS
—
¥65.33
¥61.60
¥68.06
¥43.68
FCF/Share
—
¥-33
¥-13
¥-49
¥-90
NCAV/Share
—
¥-76
¥-35
¥-5
¥-38
Event Timeline
S Shareholder
A Capital Signal
▾ Hide Chart
Large Shareholder Reports 6
Date Activist Stake Event Flag Demands Source
2025-10-22
Mizuho Securities Co., Ltd.
3.12%
-1.91%
change
Passive
—
2025-09-22
Mizuho Securities Co., Ltd.
5.03%
initial_5pct
Passive
—
2025-09-16
Monoful Pte. Ltd.
10.01%
change
Passive
—
2024-01-12
Satoshi Amanuma
16.94%
change
Passive
—
2023-11-13
Satoshi Amanuma
16.94%
change
Passive
—
2023-08-02
JAFCO Group Co., Ltd.
1.84%
change
Passive
—
Top 10 Shareholders
Ownership DNA
#
Shareholder
Shares (thou.)
% of Total
1
天沼 聰
1,388,800
16.78%
2
Monoful Pte. Ltd.
1,109,600
13.40%
3
寺田倉庫株式会社
848,000
10.24%
4
住友商事株式会社
800,000
9.66%
5
MLPFS CUSTODY ACCOUNT
800,000
9.66%
6
前川 祐介
311,200
3.76%
7
株式会社SBI証券
212,400
2.56%
8
小谷 翔一
159,900
1.93%
9
中園化学株式会社
158,400
1.91%
10
Custody Bank of Japan, Ltd. (Trust Account)
株式会社日本カストディ銀行(信託口)
145,600
1.75%
Domestic Nominees
1.8%
-0.0% vs 2024
Trust bank custodians — GPIF, pensions, investment trusts
Foreign Custodians
0.0%
+0.0% vs 2024
Sub-custodians for foreign asset managers
Direct / Strategic
69.9%
-1.4% vs 2024
Named entities with disclosed investment intent
Shareholder
Trend
2023
2024
2025
天沼 聰
16.94%
16.93%
16.78%
-0.15%
Monoful Pte. Ltd.
13.53%
13.53%
13.40%
-0.13%
寺田倉庫
10.34%
10.34%
10.24%
-0.10%
MLPFS CUSTODY ACCOUNT
—
9.75%
9.66%
-0.09%
住友商事
9.75%
9.75%
9.66%
-0.09%
前川 祐介
3.79%
3.79%
3.76%
-0.03%
式会社SBI証券
—
3.35%
2.56%
-0.79%
小谷 翔一
1.95%
1.95%
1.93%
-0.02%
中園化学
1.93%
1.93%
1.91%
-0.02%
日本カストディ銀行
—
1.77%
1.75%
-0.02%
SMBCベンチャーキャピタル6号投資事業有限責任組合
last seen 2023
Exited Top 10
1.95%
—
—
ジャフコSV4共有投資事業有限責任組合
last seen 2023
Exited Top 10
6.45%
—
—
SIG Asia Fund IV, LLLP
last seen 2023
Exited Top 10
9.75%
—
—
Concentration (HHI)
ⓘ
834
803
784
3 fiscal years · top-10 holders per year · >2,500 HHI = high concentration · entity-resolved