Nippon Express Holdings Raises FY2026 Earnings Forecast on Logistics Recovery
Nippon Express Holdings, Inc. (TSE:9147) has raised its consolidated earnings guidance for the fiscal year ending December 2026, citing stronger international logistics demand and planned asset sales.
| Item | Before | After | Change |
|---|---|---|---|
| 売上収益 | JPY 2700.0bn | JPY 2750.0bn | +1.9% |
| Operating Profit | JPY 100.0bn | JPY 120.0bn | +20.0% |
| 税引前利益 | JPY 90.0bn | JPY 105.0bn | +16.7% |
| 親会社の所有者に帰属する当期利益 | JPY 60.0bn | JPY 70.0bn | +16.7% |
| 基本的1株当たり当期利益 | JPY 247.04/share | JPY 289.50/share | +JPY 42.46/share |
The company lifted operating profit guidance by JPY 20.0bn to JPY 120.0bn, a 20.0% increase from the prior forecast. Revenue is projected to rise JPY 50.0bn to JPY 2750.0bn. Management attributed the upward revision to accelerating cargo flows in Asia-focused international logistics operations and steady domestic logistics performance. Additionally, the company expects to realize gains from accelerated disposal of underperforming real estate assets.
The revision signals improving profitability momentum, with operating profit growth substantially outpacing revenue expansion. Net profit attributable to parent company shareholders is now forecast at JPY 70.0bn, up 16.7% from the previous estimate, while earnings per share (EPS) are projected at JPY 289.50/share, an increase of JPY 42.46/share. The disproportionate profit growth relative to modest revenue gains reflects both operational leverage in core logistics and one-time real estate monetization benefits, suggesting enhanced margin performance across the forecast period.
Source: Original filing (TDnet) | 日本語版
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