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Sources: securities reports, earnings releases (決算短信), and other public disclosures.

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Industry Digests

Rival companies in the same industry compared side by side, with AI analysis of the winners, the laggards and the trends.

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1 industry digest

Land Transportation

Japan's Big 3 Logistics Firms

Oct 17, 2026

Q1 FY2027

Japan's Big 3 Logistics Firms Q1 FY2027: Revenue growth masks a profit divide

Japan's big three logistics firms saw mixed results in Q1 FY2027, as revenue growth did not always lift profits. SG Holdings and Nippon Express gained, while Yamato remained in the red despite higher sales; reporting periods differ.

Growth mix, not revenue alone, drove the profit gap.

Nippon Express

Yamato

3 companies compared

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