Earnings digests and industry comparisons for Japan's biggest listed companies.
15 reports(page 1 of 2)
Nippon Express reported a 56.7% surge in operating profit to ¥44.7 billion for the first half of its fiscal year ending December 2026, powered by a recovery in international logistics and freight rate revisions. Revenue rose 6.7% to ¥1,356.6 billion, while net income attributable to parent shareholders soared 186.8% to ¥24.2 billion. The company raised its full-year earnings forecast, projecting a record-high operating profit.
First Half FY2026 (January-June 2026)
SG Holdings Co. reported Q1 revenue up 21.7% to ¥447.3 billion, operating profit up 14.9% to ¥20 billion, and net income up 20.8% to ¥12.2 billion, driven by global logistics. Domestic delivery profit fell 7.4% despite higher volumes, on cost pressures and a bonus provision shift.
Q1 FY2027 (Apr-Jun 2026)
Odakyu's Q1 revenue rose 3.5% to ¥101.74bn, with operating profit up 6.9% to ¥16.34bn, but net profit fell 16.6% to ¥11.62bn due to smaller one-off gains. It maintained its full-year forecasts and plans a dividend increase.
FY2027 Q1 (Apr-Jun 2026)
AZ-COM Maruwa posted a 6.2% increase in revenue to ¥58,698 million for the fiscal first quarter ended June 2026, but operating profit slumped 28.5% to ¥2,194 million, hit by upfront labor costs for new 3PL operations and one-off charges from logistics facility realignment. The company maintained its full-year guidance for a 16.3% rise in operating profit, yet the Q1 figures highlight a period of structural transition.
FY2027 Q1 (Apr-Jun 2026)
JR Kyushu posted a 7.1% revenue increase to ¥125.8 billion in Q1 FY2027, its sixth consecutive quarter of growth. Operating profit rose 4.4% to ¥20.8 billion, while net profit dropped 4.2% to ¥15.7 billion due to rising costs.
Q1 FY2027 (Apr-Jun 2026)
Tobu posted a 5.2% rise in operating revenue to ¥156.3 billion and a 10.6% gain in operating profit to ¥21.0 billion for Q1 FY2027, its first revenue and profit increase in two quarters, while net profit edged up 1.5% to ¥14.2 billion.
FY2027 Q1 (Apr-Jun 2026)
Yamato Holdings posted a 1.4% rise in first-quarter revenue to ¥443.3 billion for the April–June period, but remained loss-making with an operating loss of ¥4.87 billion, improving from a ¥6.49 billion loss a year earlier. Cost pressures from inflation and labour shortages continued to weigh, though pricing reforms and corporate business expansion helped narrow the deficit.
Q1 FY2027 (Apr–Jun 2026)
Sankyu reported a 0.4% rise in revenue to ¥154.6 billion for the first quarter ended June 2026, while operating profit grew 6.2% to ¥10.2 billion. Net income surged 40.9% to ¥8.9 billion, boosted by a ¥3.2 billion gain from sale of policy-held shares.
Q1 FY2027 (Apr–Jun 2026)
Kintetsu subsidiary Kintetsu Department Store has revised its full-year profit forecast upward after strong mid-term results. The company also announced a historic dividend increase.
Nippon Express announced the acquisition of Canadian logistics giant Metro Supply Chain Group for a valuation of 1.8 billion Canadian dollars. This strategic move aims to secure full control and rapidly expand its overseas revenue base through a significant capital investment.
SBS has announced plans to acquire all shares of Mitsubishi Chemical Logistics to make it a consolidated subsidiary at a cost of approximately 19.35 billion yen. The move aims to internalize logistics resources and chemical transport expertise to strengthen its competitive advantage in the third-party logistics sector.
Keisei announced on September 24, 2026, that it will fully acquire shares of oil sales company Chiba Nisetsuko. This move aims to strengthen fuel supply stability and support its medium-term D2 Plan. The acquisition marks a strategic shift toward energy infrastructure.
