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Companies Industrials 278A.T
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278A.T Tokyo Stock Exchange Aerospace & Defense

Terra Drone Corp

¥8 030,00
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JPY
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1D5D1M3M6MYTD1Y5YMax
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Mcap
P/E
EV / Rev
Div yield
0,00 %
Op margin
-52,4 %
ROE
-46,1 %
Net margin
-48,7 %
Debt / equity
0,03
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Terra Drone Corp provides drone-based solutions for infrastructure inspection, mapping, and data analytics, primarily serving the energy, construction, and public sectors.

Business. Terra Drone Corp (278A.T) is an industrial goods company operating within the Aerospace & Defense industry. The firm is headquartered in Japan and is primarily listed on the Tokyo Stock Exchange. Specific details regarding its operating segments and geographic revenue mix are not disclosed in the available data.

Classification92 %
SectorIndustrials
Business sectorIndustrial Goods
IndustryAerospace & Defense
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
-46,1 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 278A.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials · THIS SECTOR−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 278A.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Terra Drone Corp (278A.T) is an industrial goods company operating within the Aerospace & Defense industry. The firm is headquartered in Japan and is primarily listed on the Tokyo Stock Exchange. Specific details regarding its operating segments and geographic revenue mix are not disclosed in the available data.

    Classification92 %
    SectorIndustrials
    Business sectorIndustrial Goods
    IndustryAerospace & Defense
    AI synthesis
    GENERATED

    Terra Drone Corp operates with a strong liquidity position, as evidenced by its cash and equivalents of ¥2,019,003,000 and a current ratio of 2.84, indicating the company can cover its short-term liabilities more than two and a half times over. However, the company's operating cash flow is negative at ¥-746,988,000, and its free cash flow is significantly negative at ¥-3,160,487,000, suggesting ongoing operational cash outflows.

    Profitability remains a challenge, with a return on equity of -46.14% and a return on assets of -32.75%, both well below the industry median for aerospace and defense firms. The company reported a net loss of ¥-2,327,323,000 and an operating loss of ¥-2,504,723,000, indicating a need for operational restructuring or cost optimization to improve margins.

    Geographically, Terra Drone's revenue is concentrated in Japan, with no disclosed international segments in the latest financials. The company's business model is heavily dependent on domestic infrastructure and energy projects, which may limit its growth potential in more diversified markets.

    Looking ahead, the company is expected to see a modest revenue increase, with analysts forecasting ¥5,200,000,000 for the current fiscal year, compared to ¥4,782,580,000 in the previous year. However, the earnings outlook remains negative, with a mean EPS estimate of -72.00 JPY, compared to an actual EPS of -242.44 JPY in the last reported period.

    Risk factors include the company's negative operating cash flow and free cash flow, which could pressure liquidity if not reversed. The risk assessment indicates low dilution risk, with no immediate filing-based flags detected, and a low liquidity risk rating. However, the company's high capital expenditures of ¥-1,002,282,000 suggest ongoing investment in infrastructure or technology, which may not yet be yielding returns.

    Recent events include the continued focus on expanding drone-based inspection services in the energy and construction sectors. The company has not disclosed any major regulatory or geopolitical risks in its latest filings, but its exposure to domestic Japanese infrastructure projects may make it vulnerable to policy shifts or economic downturns.

    Key takeaways
    • Terra Drone Corp has strong liquidity but is experiencing significant negative cash flows from operations.
    • The company is unprofitable, with a return on equity of -46.14% and a return on assets of -32.75%.
    • Revenue is concentrated in Japan, with no disclosed international segments.
    • Analysts expect a modest revenue increase but continued negative earnings.
    • The company is investing heavily in capital expenditures, which may not yet be generating returns.
    • Dilution and liquidity risks are currently low, but operational performance must improve to sustain long-term growth.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥8 030,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    ¥5.04B
    Net cash
    ¥1.88B
    Current ratio
    2.8
    Debt / equity
    0.0
    ROA
    -32.8%
    ROE
    -46.1%
    Cash conversion
    32.0%
    CapEx / revenue
    -21.0%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    -72,00
    Predicted surprise
    0,00
    Beat probability
    45 %
    Analysts
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-21 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate-72,00
    Revenueno estimateno estimate5,2B JPY
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in JPY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data
    EPS surprise
    −236,7 %
    reported vs consensus · miss
    Revenue surprise
    −8,0 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin-52,4 %Bottom quartile
    Net Margin-48,7 %Bottom quartile
    ROE-46,1 %Bottom quartile
    Capex / Rev-21,0 %Bottom quartile
    D/E0,03Above median
    Cash Conv0,32Below median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • Terra Drone Corp Market data — financials · 2026-05-26
    • Terra Drone Corp Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    278A.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage