Mitsubishi Logistics（MIB）株式概要三菱倉庫は日本国内および国際的な物流サービスを提供している。 詳細MIB ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績4/6財務の健全性4/6配当金4/6報酬株価収益率（ 10 x） German市場（ 17.2 x）を下回っています。過去1年間で収益は71.9%増加しました リスク分析今後3年間の収益は年平均19.4%減少すると予測されている。 財務結果に影響を与える大きな一時的項目 2.74%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見るMIB Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW478,700 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA478,700 investors already sharing narrativesYour Fair Value€Current Price€8.559.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0325b2016201920222025202620282031Revenue JP¥324.5bEarnings JP¥65.0bAdvancedSet Fair ValueView all narrativesMitsubishi Logistics Corporation 競合他社EUROKAI GmbH KGaASymbol: DB:EUK3Market cap: €791.2mBREMER LAGERHAUS-GESELLSCHAFT -Aktiengesellschaft von 1877-Symbol: DB:BLHMarket cap: €43.0mFraportSymbol: XTRA:FRAMarket cap: €6.3bSixtSymbol: XTRA:SIX2Market cap: €3.2b価格と性能株価の高値、安値、推移の概要Mitsubishi Logistics過去の株価現在の株価JP¥8.5552週高値JP¥8.6552週安値JP¥5.90ベータ0.321ヶ月の変化4.27%3ヶ月変化17.12%1年変化23.91%3年間の変化87.50%5年間の変化76.65%IPOからの変化128.22%最新ニュースお知らせ • 7h+ 1 more updateMitsubishi Logistics Corporation Provides Cash Dividend Guidance for the Second Quarter-End and Year-End of the Fiscal Year Ending March 31, 2027Mitsubishi Logistics Corporation provided cash dividend guidance for the second quarter-end and year-end of the fiscal year ending March 31, 2027. For the second quarter-end, the company expects to pay a cash dividend of JPY 22.00 per share compared to JPY 18.00 per share paid a year ago. For the year-end, the company expects to pay a cash dividend of JPY 22.00 per share compared to JPY 20.00 per share paid a year ago.お知らせ • Jun 23Mitsubishi Logistics Corporation to Report Nine Months, 2027 Results on Jan 29, 2027Mitsubishi Logistics Corporation announced that they will report nine months, 2027 results on Jan 29, 2027お知らせ • May 29Mitsubishi Logistics Corporation Announces Organizational ReformsMitsubishi Logistics Corporation announced that at the meeting of the Board of Directors held on May 29, 2026, the Company resolved organizational reforms and personnel changes. Toward the realization of our growth strategies (“Leap of the Logistics Business” and “Expansion of overseas business”) set forth in the Business Plan (2025–2030), company will establish a “Global Account Sales Division” responsible for making proposals regarding integrated domestic and international logistics services and supporting expansion of our clients’ overseas business. Furthermore, Company will transfer the sales and operations from the International Transportation Business Division to the Overseas Business Division. To clearly demonstrate commitment to strengthening initiatives for new digital strategies, including AI and data utilization, Company will change the name of the “Information Systems Division” to the “Digital & IT Division”.お知らせ • May 17+ 1 more updateMitsubishi Logistics Corporation to Report Q2, 2027 Results on Oct 30, 2026Mitsubishi Logistics Corporation announced that they will report Q2, 2027 results at 3:30 PM, Tokyo Standard Time on Oct 30, 2026お知らせ • Apr 30Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026.お知らせ • Feb 27Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 11,000,000 shares, representing 3.18% for ¥10,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase 11,000,000 shares, representing 3.18% of its share capital, for ¥10,000 million. The company will repurchase its shares to flexibly enhance shareholder returns and improve capital efficiency. The repurchased shares will be cancelled. The program will run until October 31, 2026. As of January 31, 2026, the company had 345,596,261 shares outstanding (excluding treasury shares) and 33,286,034 shares in treasury.最新情報をもっと見るRecent updatesお知らせ • 7h+ 1 more updateMitsubishi Logistics Corporation Provides Cash Dividend Guidance for the Second Quarter-End and Year-End of the Fiscal Year Ending March 31, 2027Mitsubishi Logistics Corporation provided cash dividend guidance for the second quarter-end and year-end of the fiscal year ending March 31, 2027. For the second quarter-end, the company expects to pay a cash dividend of JPY 22.00 per share compared to JPY 18.00 per share paid a year ago. For the year-end, the company expects to pay a cash dividend of JPY 22.00 per share compared to JPY 20.00 per share paid a year ago.お知らせ • Jun 23Mitsubishi Logistics Corporation to Report Nine Months, 2027 Results on Jan 29, 2027Mitsubishi Logistics Corporation announced that they will report nine months, 2027 results on Jan 29, 2027お知らせ • May 29Mitsubishi Logistics Corporation Announces Organizational ReformsMitsubishi Logistics Corporation announced that at the meeting of the Board of Directors held on May 29, 2026, the Company resolved organizational reforms and personnel changes. Toward the realization of our growth strategies (“Leap of the Logistics Business” and “Expansion of overseas business”) set forth in the Business Plan (2025–2030), company will establish a “Global Account Sales Division” responsible for making proposals regarding integrated domestic and international logistics services and supporting expansion of our clients’ overseas business. Furthermore, Company will transfer the sales and operations from the International Transportation Business Division to the Overseas Business Division. To clearly demonstrate commitment to strengthening initiatives for new digital strategies, including AI and data utilization, Company will change the name of the “Information Systems Division” to the “Digital & IT Division”.お知らせ • May 17+ 1 more updateMitsubishi Logistics Corporation to Report Q2, 2027 Results on Oct 30, 2026Mitsubishi Logistics Corporation announced that they will report Q2, 2027 results at 3:30 PM, Tokyo Standard Time on Oct 30, 2026お知らせ • Apr 30Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026.お知らせ • Feb 27Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 11,000,000 shares, representing 3.18% for ¥10,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase 11,000,000 shares, representing 3.18% of its share capital, for ¥10,000 million. The company will repurchase its shares to flexibly enhance shareholder returns and improve capital efficiency. The repurchased shares will be cancelled. The program will run until October 31, 2026. As of January 31, 2026, the company had 345,596,261 shares outstanding (excluding treasury shares) and 33,286,034 shares in treasury.お知らせ • Jan 30Mitsubishi Logistics Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Mitsubishi Logistics Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2026. for the year, the company expects revenue of JPY 280,000 million, Operating profit of JPY 16,000 million, Profit attributable to owners of parent of JPY 50,000 million and Basic earnings per share of JPY 142.16 against revenue of JPY 280,000 million, Operating profit of JPY 16,000 million, Profit attributable to owners of parent of JPY 45,000 million and Basic earnings per share of JPY 128.07 expected previously. Reason for revision: For the nine months ended December 31, 2026, revenue, operating profit, business profit, and ordinary profit generally progressed in line with the previously announced forecast. With regard to profit attributable to owners of parent, the Company decided to move forward with a plan to reduce its cross-shareholdings as announced in the "Notice Concerning Sale of Investment Securities" released today. The Company expects to record a gain on sale of investment securities as extraordinary income in the fourth quarter of the current consolidated fiscal year. Meanwhile, the Cavalier Logistics Group, a subsidiary that provides logistic services for pharmaceutical and healthcare products and logistic services for U.S. government, suffered changes in the management environment, such as a decline in cargo handling resulting from changes in the business environment caused by policies of the new U.S. administration and a delay in commencement of cargo handling at warehouses that began operating in the current fiscal year. After reviewing future business plans, the Company expects to record impairment losses on goodwill, etc. of approximately ¥5.0 billion as extraordinary losses in the fourth quarter of the current fiscal year. Accordingly, the Company has revised its financial results forecasts as described above. Note that the gain on sale of investment securities and impairment losses on goodwill, etc. (approximately ¥5.0 billion) are estimated values. The Company will release another notice if matters that should be disclosed arise.お知らせ • Dec 13Mitsubishi Logistics Corporation to Report Fiscal Year 2026 Results on Apr 30, 2026Mitsubishi Logistics Corporation announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on Apr 30, 2026お知らせ • Apr 30Mitsubishi Logistics Corporation, Annual General Meeting, Jun 27, 2025Mitsubishi Logistics Corporation, Annual General Meeting, Jun 27, 2025.お知らせ • Apr 19+ 2 more updatesMitsubishi Logistics Corporation to Report Nine Months, 2026 Results on Jan 30, 2026Mitsubishi Logistics Corporation announced that they will report nine months, 2026 results on Jan 30, 2026お知らせ • Apr 01Mitsubishi Logistics Corporation(TSE:9301) dropped from Nikkei 225 IndexMistusbishi logistics Corporation has been dropped from the Nikkei 225 Index.お知らせ • Mar 04Mitsubishi Logistics Corporation to Report Fiscal Year 2025 Results on Apr 30, 2025Mitsubishi Logistics Corporation announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Apr 30, 2025お知らせ • Dec 03Mitsubishi Logistics Corporation to Report Q3, 2025 Results on Jan 31, 2025Mitsubishi Logistics Corporation announced that they will report Q3, 2025 results on Jan 31, 2025Reported Earnings • Nov 01Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: JP¥69.0b (up 10% from 2Q 2024). Net income: JP¥3.58b (down 11% from 2Q 2024). Profit margin: 5.2% (down from 6.4% in 2Q 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.New Risk • Oct 29New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 406% Dividend yield: 15% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 9.0% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (406% cash payout ratio). Large one-off items impacting financial results.Upcoming Dividend • Sep 21Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.6%).お知らせ • Aug 28Mitsubishi Logistics Corporation to Report Q2, 2025 Results on Oct 31, 2024Mitsubishi Logistics Corporation announced that they will report Q2, 2025 results on Oct 31, 2024Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥169 (vs JP¥69.56 in 1Q 2024)First quarter 2025 results: EPS: JP¥169 (up from JP¥69.56 in 1Q 2024). Revenue: JP¥65.9b (up 4.2% from 1Q 2024). Net income: JP¥12.8b (up 135% from 1Q 2024). Profit margin: 19% (up from 8.6% in 1Q 2024). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.お知らせ • Jun 06Mitsubishi Logistics Corporation to Report Q1, 2025 Results on Jul 31, 2024Mitsubishi Logistics Corporation announced that they will report Q1, 2025 results on Jul 31, 2024お知らせ • May 25Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 3,000,000 shares, representing 3.96% for ¥10,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase 3,000,000 shares, representing 3.96% of its share capital, for ¥10,000 million. The company will repurchase its shares to flexibly enhance shareholder returns and improve capital efficiency. The program will run until October 31, 2024. As of April 30, 2024, the company had 75,833,722 shares outstanding (excluding treasury shares) and 3,750,517 shares in treasury.お知らせ • May 16Senko Group Responses Rumors to Acquire Logistics Subsidiary from Mitsubishi ElectricSENKO Group Holdings Co., Ltd. (TSE:9069) said not considering purchasing Mitsubishi Logistics Corporation (TSE:9301) at this moment, in response to media report it plans to acquire the logistic subsidiary from Mitsubishi Electric Corporation (TSE:6503).Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥359 (vs JP¥342 in FY 2023)Full year 2024 results: EPS: JP¥359 (up from JP¥342 in FY 2023). Revenue: JP¥254.5b (down 15% from FY 2023). Net income: JP¥27.8b (up 2.1% from FY 2023). Profit margin: 11% (up from 9.1% in FY 2023). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.7%).お知らせ • Mar 02Mitsubishi Logistics Corporation to Report Fiscal Year 2024 Results on Apr 30, 2024Mitsubishi Logistics Corporation announced that they will report fiscal year 2024 results on Apr 30, 2024Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥197 (vs JP¥108 in 3Q 2023)Third quarter 2024 results: EPS: JP¥197 (up from JP¥108 in 3Q 2023). Revenue: JP¥66.7b (down 14% from 3Q 2023). Net income: JP¥15.1b (up 77% from 3Q 2023). Profit margin: 23% (up from 11% in 3Q 2023). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Dec 08Mitsubishi Logistics Corporation to Report Q3, 2024 Results on Jan 31, 2024Mitsubishi Logistics Corporation announced that they will report Q3, 2024 results on Jan 31, 2024Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥51.66 (vs JP¥57.01 in 2Q 2023)Second quarter 2024 results: EPS: JP¥51.66 (down from JP¥57.01 in 2Q 2023). Revenue: JP¥62.5b (down 20% from 2Q 2023). Net income: JP¥4.03b (down 12% from 2Q 2023). Profit margin: 6.4% (up from 5.8% in 2Q 2023). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.2%).お知らせ • Aug 31Mitsubishi Logistics Corporation to Report Q2, 2024 Results on Oct 31, 2023Mitsubishi Logistics Corporation announced that they will report Q2, 2024 results on Oct 31, 2023Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥69.56 (vs JP¥104 in 1Q 2023)First quarter 2024 results: EPS: JP¥69.56 (down from JP¥104 in 1Q 2023). Revenue: JP¥63.2b (down 17% from 1Q 2023). Net income: JP¥5.44b (down 36% from 1Q 2023). Profit margin: 8.6% (down from 11% in 1Q 2023). Revenue is expected to decline by 1.0% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Europe are expected to grow by 4.6%. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 1% per year.お知らせ • Aug 01Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 3,500,000 shares, representing 4.48% for ¥10,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase 3,500,000 shares, representing 4.48% of its share capital, for ¥10,000 million. The company will repurchase its shares to flexibly enhance shareholder returns and improve capital efficiency. The program will run until March 29, 2023. As of June 30, 2023, the company had 78,180,323 shares outstanding (excluding treasury shares) and 3,780,416 shares in treasury.お知らせ • Jun 10Mitsubishi Logistics Corporation to Report Q1, 2024 Results on Jul 31, 2023Mitsubishi Logistics Corporation announced that they will report Q1, 2024 results on Jul 31, 2023Reported Earnings • Apr 30Full year 2023 earnings released: EPS: JP¥342 (vs JP¥219 in FY 2022)Full year 2023 results: EPS: JP¥342 (up from JP¥219 in FY 2022). Revenue: JP¥300.6b (up 17% from FY 2022). Net income: JP¥27.2b (up 52% from FY 2022). Profit margin: 9.1% (up from 7.0% in FY 2022). Revenue is expected to decline by 8.1% p.a. on average during the next 2 years, while revenues in the Infrastructure industry in Europe are expected to grow by 5.8%. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 3% per year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.2%).Reported Earnings • Feb 02Third quarter 2023 earnings released: EPS: JP¥108 (vs JP¥61.80 in 3Q 2022)Third quarter 2023 results: EPS: JP¥108 (up from JP¥61.80 in 3Q 2022). Revenue: JP¥77.7b (up 16% from 3Q 2022). Net income: JP¥8.57b (up 71% from 3Q 2022). Profit margin: 11% (up from 7.5% in 3Q 2022). Revenue is expected to decline by 5.9% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Europe are expected to grow by 6.2%. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Nov 30Mitsubishi Logistics Corporation to Report Q3, 2023 Results on Jan 31, 2023Mitsubishi Logistics Corporation announced that they will report Q3, 2023 results on Jan 31, 2023Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥57.01 (vs JP¥43.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥57.01 (up from JP¥43.58 in 2Q 2022). Revenue: JP¥78.1b (up 29% from 2Q 2022). Net income: JP¥4.56b (up 29% from 2Q 2022). Profit margin: 5.8% (in line with 2Q 2022). Revenue is expected to decline by 4.7% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Europe are expected to grow by 6.4%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥57.01 (vs JP¥43.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥57.01 (up from JP¥43.58 in 2Q 2022). Revenue: JP¥78.1b (up 29% from 2Q 2022). Net income: JP¥4.56b (up 29% from 2Q 2022). Profit margin: 5.8% (in line with 2Q 2022). Revenue is expected to decline by 4.7% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Europe are expected to grow by 6.7%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥41.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (3.1%).お知らせ • Sep 01Mitsubishi Logistics Corporation to Report Q2, 2023 Results on Oct 31, 2022Mitsubishi Logistics Corporation announced that they will report Q2, 2023 results on Oct 31, 2022お知らせ • Aug 11Mitsubishi Logistics Corporation (TSE:9301) acquired a 13.63% stake in Indo Trans Logistics Corporation from Templeton Strategic Emerging Markets Fund IV, managed by Templeton Asset Management Ltd.Mitsubishi Logistics Corporation (TSE:9301) acquired a 13.63% stake in Indo Trans Logistics Corporation from Templeton Strategic Emerging Markets Fund IV, managed by Templeton Asset Management Ltd. on August 9, 2022. Mark Webster and Huong Trinh of BDA Partners Pte Ltd acted as financial advisor to Templeton Asset Management Ltd. Mitsubishi Logistics Corporation (TSE:9301) completed the acquisition of a 13.63% stake in Indo Trans Logistics Corporation from Templeton Strategic Emerging Markets Fund IV, managed by Templeton Asset Management Ltd. on August 9, 2022.Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥104 (vs JP¥39.71 in 1Q 2022)First quarter 2023 results: EPS: JP¥104 (up from JP¥39.71 in 1Q 2022). Revenue: JP¥76.2b (up 34% from 1Q 2022). Net income: JP¥8.45b (up 158% from 1Q 2022). Profit margin: 11% (up from 5.7% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 4.0% compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 01Mitsubishi Logistics Corporation to Report Q1, 2023 Results on Jul 29, 2022Mitsubishi Logistics Corporation announced that they will report Q1, 2023 results on Jul 29, 2022お知らせ • May 02Mitsubishi Logistics Corporation, Annual General Meeting, Jun 29, 2022Mitsubishi Logistics Corporation, Annual General Meeting, Jun 29, 2022.Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥219 (vs JP¥462 in FY 2021)Full year 2022 results: EPS: JP¥219 (down from JP¥462 in FY 2021). Revenue: JP¥257.2b (up 20% from FY 2021). Net income: JP¥17.9b (down 54% from FY 2021). Profit margin: 7.0% (down from 18% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 5.7% compared to a 30% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Apr 08Mitsubishi Logistics Corporation to Report Fiscal Year 2022 Results on Apr 28, 2022Mitsubishi Logistics Corporation announced that they will report fiscal year 2022 results on Apr 28, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥39.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (3.1%).Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥61.80 (up from JP¥28.63 in 3Q 2021). Revenue: JP¥66.9b (up 25% from 3Q 2021). Net income: JP¥5.02b (up 108% from 3Q 2021). Profit margin: 7.5% (up from 4.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 2.3% compared to a 29% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Oct 30Second quarter 2022 earnings released: EPS JP¥43.58 (vs JP¥336 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥60.7b (up 19% from 2Q 2021). Net income: JP¥3.55b (down 88% from 2Q 2021). Profit margin: 5.8% (down from 56% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥39.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.7%).Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥39.71 (vs JP¥18.96 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥56.9b (up 13% from 1Q 2021). Net income: JP¥3.27b (up 101% from 1Q 2021). Profit margin: 5.7% (up from 3.2% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 04Full year 2021 earnings released: EPS JP¥462 (vs JP¥137 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥213.7b (down 6.7% from FY 2020). Net income: JP¥39.2b (up 230% from FY 2020). Profit margin: 18% (up from 5.2% in FY 2020). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • May 01Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 2,000,000 shares, representing 2.42% for ¥5,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 2.42% of its share capital for ¥5,000 million. The purpose of the program is to implement a flexible acquisition of treasury stock in order to further enhance shareholder returns. The share repurchase program will run until September 30, 2021. As of March 31, 2021, the company had 82,697,673 shares outstanding (excluding treasury shares) and 5,263,066 shares in treasury.Upcoming Dividend • Mar 24Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (3.9%).お知らせ • Mar 04Mitsubishi Logistics Corporation to Report Fiscal Year 2021 Results on Apr 30, 2021Mitsubishi Logistics Corporation announced that they will report fiscal year 2021 results on Apr 30, 2021Is New 90 Day High Low • Feb 25New 90-day high: €26.40The company is up 8.0% from its price of €24.40 on 27 November 2020. The German market is also up 8.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Infrastructure industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.03 per share.Reported Earnings • Feb 04Third quarter 2021 earnings released: EPS JP¥28.63 (vs JP¥38.38 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥53.4b (down 4.0% from 3Q 2020). Net income: JP¥2.41b (down 27% from 3Q 2020). Profit margin: 4.5% (down from 5.9% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Feb 04Revenue misses expectationsRevenue missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 4.8% compared to a 6.5% decline forecast for the Infrastructure industry in Germany.お知らせ • Dec 05Mitsubishi Logistics Corporation to Report Q3, 2021 Results on Jan 29, 2021Mitsubishi Logistics Corporation announced that they will report Q3, 2021 results on Jan 29, 2021Reported Earnings • Nov 17Second quarter 2021 earnings released: EPS JP¥336The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥51.1b (down 11% from 2Q 2020). Net income: JP¥28.8b (up JP¥24.9b from 2Q 2020). Profit margin: 56% (up from 6.9% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Nov 17Revenue misses expectationsRevenue missed analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 2.4% compared to a 5.8% decline forecast for the Infrastructure industry in Germany.Is New 90 Day High Low • Nov 12New 90-day high: €26.20The company is up 10.0% from its price of €23.80 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Infrastructure industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.19 per share.Analyst Estimate Surprise Post Earnings • Nov 03Revenue misses expectationsRevenue missed analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 2.4% compared to a 4.9% decline forecast for the Infrastructure industry in Germany.Reported Earnings • Nov 01First half earnings releasedOver the last 12 months the company has reported total profits of JP¥35.3b, up 174% from the prior year. Total revenue was JP¥215.5b over the last 12 months, down 7.2% from the prior year.お知らせ • Sep 03Mitsubishi Logistics Corporation to Report Q2, 2021 Results on Oct 30, 2020Mitsubishi Logistics Corporation announced that they will report Q2, 2021 results on Oct 30, 2020お知らせ • Jun 28Mitsubishi Logistics Corporation to Report Q1, 2021 Results on Jul 31, 2020Mitsubishi Logistics Corporation announced that they will report Q1, 2021 results on Jul 31, 2020株主還元MIBDE InfrastructureDE 市場7D0.6%1.6%1.8%1Y23.9%9.3%4.1%株主還元を見る業界別リターン: MIB過去 1 年間で9.3 % の収益を上げたGerman Infrastructure業界を上回りました。リターン対市場: MIB過去 1 年間で4.1 % の収益を上げたGerman市場を上回りました。価格変動Is MIB's price volatile compared to industry and market?MIB volatilityMIB Average Weekly Movement3.4%Infrastructure Industry Average Movement3.8%Market Average Movement5.3%10% most volatile stocks in DE Market12.7%10% least volatile stocks in DE Market2.7%安定した株価: MIB 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: MIBの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト18874,991Hidechika Saitowww.mitsubishi-logistics.co.jp三菱倉庫は日本および海外で物流サービスを提供している。同社はロジスティクス事業と不動産事業を通じて事業を展開している。倉庫業、港湾運送、国際運送、陸上運送、海上運送、通関業などを行っている。物流情報システムの開発・販売・運用管理、輸送機器・荷役機器等の販売・買取・リース事業を行っている。また、不動産の賃貸・管理・建設、建築工事の請負・設計・監理、駐車場の運営などを行っている。旧社名は三菱倉庫株式会社で、1996年に三菱倉庫株式会社に社名変更した。三菱倉庫は1887年に設立され、東京に本社を置く。もっと見るMitsubishi Logistics Corporation 基礎のまとめMitsubishi Logistics の収益と売上を時価総額と比較するとどうか。MIB 基礎統計学時価総額€2.99b収益（TTM）€298.31m売上高(TTM)€1.49b10.0xPER（株価収益率2.0xP/SレシオMIB は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計MIB 損益計算書（TTM）収益JP¥273.45b売上原価JP¥239.91b売上総利益JP¥33.54bその他の費用-JP¥21.24b収益JP¥54.77b直近の収益報告Mar 31, 2026次回決算日Aug 03, 2026一株当たり利益（EPS）160.18グロス・マージン12.26%純利益率20.03%有利子負債／自己資本比率26.9%MIB の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.7%現在の配当利回り24%配当性向MIB 配当は確実ですか？MIB 配当履歴とベンチマークを見るMIB 、いつまでに購入すれば配当金を受け取れますか？Mitsubishi Logistics 配当日配当落ち日Sep 29 2026配当支払日Dec 01 2026配当落ちまでの日数58 days配当支払日までの日数121 daysMIB 配当は確実ですか？MIB 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/31 20:09終値2026/07/31 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Mitsubishi Logistics Corporation 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Ryota HimenoBarclaysRyota HimenoCitigroup IncMasayoshi YonezawaDaiwa Securities Co. Ltd.8 その他のアナリストを表示
お知らせ • 7h+ 1 more updateMitsubishi Logistics Corporation Provides Cash Dividend Guidance for the Second Quarter-End and Year-End of the Fiscal Year Ending March 31, 2027Mitsubishi Logistics Corporation provided cash dividend guidance for the second quarter-end and year-end of the fiscal year ending March 31, 2027. For the second quarter-end, the company expects to pay a cash dividend of JPY 22.00 per share compared to JPY 18.00 per share paid a year ago. For the year-end, the company expects to pay a cash dividend of JPY 22.00 per share compared to JPY 20.00 per share paid a year ago.
お知らせ • Jun 23Mitsubishi Logistics Corporation to Report Nine Months, 2027 Results on Jan 29, 2027Mitsubishi Logistics Corporation announced that they will report nine months, 2027 results on Jan 29, 2027
お知らせ • May 29Mitsubishi Logistics Corporation Announces Organizational ReformsMitsubishi Logistics Corporation announced that at the meeting of the Board of Directors held on May 29, 2026, the Company resolved organizational reforms and personnel changes. Toward the realization of our growth strategies (“Leap of the Logistics Business” and “Expansion of overseas business”) set forth in the Business Plan (2025–2030), company will establish a “Global Account Sales Division” responsible for making proposals regarding integrated domestic and international logistics services and supporting expansion of our clients’ overseas business. Furthermore, Company will transfer the sales and operations from the International Transportation Business Division to the Overseas Business Division. To clearly demonstrate commitment to strengthening initiatives for new digital strategies, including AI and data utilization, Company will change the name of the “Information Systems Division” to the “Digital & IT Division”.
お知らせ • May 17+ 1 more updateMitsubishi Logistics Corporation to Report Q2, 2027 Results on Oct 30, 2026Mitsubishi Logistics Corporation announced that they will report Q2, 2027 results at 3:30 PM, Tokyo Standard Time on Oct 30, 2026
お知らせ • Apr 30Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026.
お知らせ • Feb 27Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 11,000,000 shares, representing 3.18% for ¥10,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase 11,000,000 shares, representing 3.18% of its share capital, for ¥10,000 million. The company will repurchase its shares to flexibly enhance shareholder returns and improve capital efficiency. The repurchased shares will be cancelled. The program will run until October 31, 2026. As of January 31, 2026, the company had 345,596,261 shares outstanding (excluding treasury shares) and 33,286,034 shares in treasury.
お知らせ • 7h+ 1 more updateMitsubishi Logistics Corporation Provides Cash Dividend Guidance for the Second Quarter-End and Year-End of the Fiscal Year Ending March 31, 2027Mitsubishi Logistics Corporation provided cash dividend guidance for the second quarter-end and year-end of the fiscal year ending March 31, 2027. For the second quarter-end, the company expects to pay a cash dividend of JPY 22.00 per share compared to JPY 18.00 per share paid a year ago. For the year-end, the company expects to pay a cash dividend of JPY 22.00 per share compared to JPY 20.00 per share paid a year ago.
お知らせ • Jun 23Mitsubishi Logistics Corporation to Report Nine Months, 2027 Results on Jan 29, 2027Mitsubishi Logistics Corporation announced that they will report nine months, 2027 results on Jan 29, 2027
お知らせ • May 29Mitsubishi Logistics Corporation Announces Organizational ReformsMitsubishi Logistics Corporation announced that at the meeting of the Board of Directors held on May 29, 2026, the Company resolved organizational reforms and personnel changes. Toward the realization of our growth strategies (“Leap of the Logistics Business” and “Expansion of overseas business”) set forth in the Business Plan (2025–2030), company will establish a “Global Account Sales Division” responsible for making proposals regarding integrated domestic and international logistics services and supporting expansion of our clients’ overseas business. Furthermore, Company will transfer the sales and operations from the International Transportation Business Division to the Overseas Business Division. To clearly demonstrate commitment to strengthening initiatives for new digital strategies, including AI and data utilization, Company will change the name of the “Information Systems Division” to the “Digital & IT Division”.
お知らせ • May 17+ 1 more updateMitsubishi Logistics Corporation to Report Q2, 2027 Results on Oct 30, 2026Mitsubishi Logistics Corporation announced that they will report Q2, 2027 results at 3:30 PM, Tokyo Standard Time on Oct 30, 2026
お知らせ • Apr 30Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026.
お知らせ • Feb 27Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 11,000,000 shares, representing 3.18% for ¥10,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase 11,000,000 shares, representing 3.18% of its share capital, for ¥10,000 million. The company will repurchase its shares to flexibly enhance shareholder returns and improve capital efficiency. The repurchased shares will be cancelled. The program will run until October 31, 2026. As of January 31, 2026, the company had 345,596,261 shares outstanding (excluding treasury shares) and 33,286,034 shares in treasury.
お知らせ • Jan 30Mitsubishi Logistics Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Mitsubishi Logistics Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2026. for the year, the company expects revenue of JPY 280,000 million, Operating profit of JPY 16,000 million, Profit attributable to owners of parent of JPY 50,000 million and Basic earnings per share of JPY 142.16 against revenue of JPY 280,000 million, Operating profit of JPY 16,000 million, Profit attributable to owners of parent of JPY 45,000 million and Basic earnings per share of JPY 128.07 expected previously. Reason for revision: For the nine months ended December 31, 2026, revenue, operating profit, business profit, and ordinary profit generally progressed in line with the previously announced forecast. With regard to profit attributable to owners of parent, the Company decided to move forward with a plan to reduce its cross-shareholdings as announced in the "Notice Concerning Sale of Investment Securities" released today. The Company expects to record a gain on sale of investment securities as extraordinary income in the fourth quarter of the current consolidated fiscal year. Meanwhile, the Cavalier Logistics Group, a subsidiary that provides logistic services for pharmaceutical and healthcare products and logistic services for U.S. government, suffered changes in the management environment, such as a decline in cargo handling resulting from changes in the business environment caused by policies of the new U.S. administration and a delay in commencement of cargo handling at warehouses that began operating in the current fiscal year. After reviewing future business plans, the Company expects to record impairment losses on goodwill, etc. of approximately ¥5.0 billion as extraordinary losses in the fourth quarter of the current fiscal year. Accordingly, the Company has revised its financial results forecasts as described above. Note that the gain on sale of investment securities and impairment losses on goodwill, etc. (approximately ¥5.0 billion) are estimated values. The Company will release another notice if matters that should be disclosed arise.
お知らせ • Dec 13Mitsubishi Logistics Corporation to Report Fiscal Year 2026 Results on Apr 30, 2026Mitsubishi Logistics Corporation announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on Apr 30, 2026
お知らせ • Apr 30Mitsubishi Logistics Corporation, Annual General Meeting, Jun 27, 2025Mitsubishi Logistics Corporation, Annual General Meeting, Jun 27, 2025.
お知らせ • Apr 19+ 2 more updatesMitsubishi Logistics Corporation to Report Nine Months, 2026 Results on Jan 30, 2026Mitsubishi Logistics Corporation announced that they will report nine months, 2026 results on Jan 30, 2026
お知らせ • Apr 01Mitsubishi Logistics Corporation(TSE:9301) dropped from Nikkei 225 IndexMistusbishi logistics Corporation has been dropped from the Nikkei 225 Index.
お知らせ • Mar 04Mitsubishi Logistics Corporation to Report Fiscal Year 2025 Results on Apr 30, 2025Mitsubishi Logistics Corporation announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Apr 30, 2025
お知らせ • Dec 03Mitsubishi Logistics Corporation to Report Q3, 2025 Results on Jan 31, 2025Mitsubishi Logistics Corporation announced that they will report Q3, 2025 results on Jan 31, 2025
Reported Earnings • Nov 01Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: JP¥69.0b (up 10% from 2Q 2024). Net income: JP¥3.58b (down 11% from 2Q 2024). Profit margin: 5.2% (down from 6.4% in 2Q 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
New Risk • Oct 29New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 406% Dividend yield: 15% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 9.0% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (406% cash payout ratio). Large one-off items impacting financial results.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.6%).
お知らせ • Aug 28Mitsubishi Logistics Corporation to Report Q2, 2025 Results on Oct 31, 2024Mitsubishi Logistics Corporation announced that they will report Q2, 2025 results on Oct 31, 2024
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥169 (vs JP¥69.56 in 1Q 2024)First quarter 2025 results: EPS: JP¥169 (up from JP¥69.56 in 1Q 2024). Revenue: JP¥65.9b (up 4.2% from 1Q 2024). Net income: JP¥12.8b (up 135% from 1Q 2024). Profit margin: 19% (up from 8.6% in 1Q 2024). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Jun 06Mitsubishi Logistics Corporation to Report Q1, 2025 Results on Jul 31, 2024Mitsubishi Logistics Corporation announced that they will report Q1, 2025 results on Jul 31, 2024
お知らせ • May 25Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 3,000,000 shares, representing 3.96% for ¥10,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase 3,000,000 shares, representing 3.96% of its share capital, for ¥10,000 million. The company will repurchase its shares to flexibly enhance shareholder returns and improve capital efficiency. The program will run until October 31, 2024. As of April 30, 2024, the company had 75,833,722 shares outstanding (excluding treasury shares) and 3,750,517 shares in treasury.
お知らせ • May 16Senko Group Responses Rumors to Acquire Logistics Subsidiary from Mitsubishi ElectricSENKO Group Holdings Co., Ltd. (TSE:9069) said not considering purchasing Mitsubishi Logistics Corporation (TSE:9301) at this moment, in response to media report it plans to acquire the logistic subsidiary from Mitsubishi Electric Corporation (TSE:6503).
Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥359 (vs JP¥342 in FY 2023)Full year 2024 results: EPS: JP¥359 (up from JP¥342 in FY 2023). Revenue: JP¥254.5b (down 15% from FY 2023). Net income: JP¥27.8b (up 2.1% from FY 2023). Profit margin: 11% (up from 9.1% in FY 2023). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.7%).
お知らせ • Mar 02Mitsubishi Logistics Corporation to Report Fiscal Year 2024 Results on Apr 30, 2024Mitsubishi Logistics Corporation announced that they will report fiscal year 2024 results on Apr 30, 2024
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥197 (vs JP¥108 in 3Q 2023)Third quarter 2024 results: EPS: JP¥197 (up from JP¥108 in 3Q 2023). Revenue: JP¥66.7b (down 14% from 3Q 2023). Net income: JP¥15.1b (up 77% from 3Q 2023). Profit margin: 23% (up from 11% in 3Q 2023). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Dec 08Mitsubishi Logistics Corporation to Report Q3, 2024 Results on Jan 31, 2024Mitsubishi Logistics Corporation announced that they will report Q3, 2024 results on Jan 31, 2024
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥51.66 (vs JP¥57.01 in 2Q 2023)Second quarter 2024 results: EPS: JP¥51.66 (down from JP¥57.01 in 2Q 2023). Revenue: JP¥62.5b (down 20% from 2Q 2023). Net income: JP¥4.03b (down 12% from 2Q 2023). Profit margin: 6.4% (up from 5.8% in 2Q 2023). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.2%).
お知らせ • Aug 31Mitsubishi Logistics Corporation to Report Q2, 2024 Results on Oct 31, 2023Mitsubishi Logistics Corporation announced that they will report Q2, 2024 results on Oct 31, 2023
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥69.56 (vs JP¥104 in 1Q 2023)First quarter 2024 results: EPS: JP¥69.56 (down from JP¥104 in 1Q 2023). Revenue: JP¥63.2b (down 17% from 1Q 2023). Net income: JP¥5.44b (down 36% from 1Q 2023). Profit margin: 8.6% (down from 11% in 1Q 2023). Revenue is expected to decline by 1.0% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Europe are expected to grow by 4.6%. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 1% per year.
お知らせ • Aug 01Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 3,500,000 shares, representing 4.48% for ¥10,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase 3,500,000 shares, representing 4.48% of its share capital, for ¥10,000 million. The company will repurchase its shares to flexibly enhance shareholder returns and improve capital efficiency. The program will run until March 29, 2023. As of June 30, 2023, the company had 78,180,323 shares outstanding (excluding treasury shares) and 3,780,416 shares in treasury.
お知らせ • Jun 10Mitsubishi Logistics Corporation to Report Q1, 2024 Results on Jul 31, 2023Mitsubishi Logistics Corporation announced that they will report Q1, 2024 results on Jul 31, 2023
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: JP¥342 (vs JP¥219 in FY 2022)Full year 2023 results: EPS: JP¥342 (up from JP¥219 in FY 2022). Revenue: JP¥300.6b (up 17% from FY 2022). Net income: JP¥27.2b (up 52% from FY 2022). Profit margin: 9.1% (up from 7.0% in FY 2022). Revenue is expected to decline by 8.1% p.a. on average during the next 2 years, while revenues in the Infrastructure industry in Europe are expected to grow by 5.8%. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 3% per year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.2%).
Reported Earnings • Feb 02Third quarter 2023 earnings released: EPS: JP¥108 (vs JP¥61.80 in 3Q 2022)Third quarter 2023 results: EPS: JP¥108 (up from JP¥61.80 in 3Q 2022). Revenue: JP¥77.7b (up 16% from 3Q 2022). Net income: JP¥8.57b (up 71% from 3Q 2022). Profit margin: 11% (up from 7.5% in 3Q 2022). Revenue is expected to decline by 5.9% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Europe are expected to grow by 6.2%. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Nov 30Mitsubishi Logistics Corporation to Report Q3, 2023 Results on Jan 31, 2023Mitsubishi Logistics Corporation announced that they will report Q3, 2023 results on Jan 31, 2023
Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥57.01 (vs JP¥43.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥57.01 (up from JP¥43.58 in 2Q 2022). Revenue: JP¥78.1b (up 29% from 2Q 2022). Net income: JP¥4.56b (up 29% from 2Q 2022). Profit margin: 5.8% (in line with 2Q 2022). Revenue is expected to decline by 4.7% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Europe are expected to grow by 6.4%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥57.01 (vs JP¥43.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥57.01 (up from JP¥43.58 in 2Q 2022). Revenue: JP¥78.1b (up 29% from 2Q 2022). Net income: JP¥4.56b (up 29% from 2Q 2022). Profit margin: 5.8% (in line with 2Q 2022). Revenue is expected to decline by 4.7% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Europe are expected to grow by 6.7%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥41.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (3.1%).
お知らせ • Sep 01Mitsubishi Logistics Corporation to Report Q2, 2023 Results on Oct 31, 2022Mitsubishi Logistics Corporation announced that they will report Q2, 2023 results on Oct 31, 2022
お知らせ • Aug 11Mitsubishi Logistics Corporation (TSE:9301) acquired a 13.63% stake in Indo Trans Logistics Corporation from Templeton Strategic Emerging Markets Fund IV, managed by Templeton Asset Management Ltd.Mitsubishi Logistics Corporation (TSE:9301) acquired a 13.63% stake in Indo Trans Logistics Corporation from Templeton Strategic Emerging Markets Fund IV, managed by Templeton Asset Management Ltd. on August 9, 2022. Mark Webster and Huong Trinh of BDA Partners Pte Ltd acted as financial advisor to Templeton Asset Management Ltd. Mitsubishi Logistics Corporation (TSE:9301) completed the acquisition of a 13.63% stake in Indo Trans Logistics Corporation from Templeton Strategic Emerging Markets Fund IV, managed by Templeton Asset Management Ltd. on August 9, 2022.
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥104 (vs JP¥39.71 in 1Q 2022)First quarter 2023 results: EPS: JP¥104 (up from JP¥39.71 in 1Q 2022). Revenue: JP¥76.2b (up 34% from 1Q 2022). Net income: JP¥8.45b (up 158% from 1Q 2022). Profit margin: 11% (up from 5.7% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 4.0% compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 01Mitsubishi Logistics Corporation to Report Q1, 2023 Results on Jul 29, 2022Mitsubishi Logistics Corporation announced that they will report Q1, 2023 results on Jul 29, 2022
お知らせ • May 02Mitsubishi Logistics Corporation, Annual General Meeting, Jun 29, 2022Mitsubishi Logistics Corporation, Annual General Meeting, Jun 29, 2022.
Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥219 (vs JP¥462 in FY 2021)Full year 2022 results: EPS: JP¥219 (down from JP¥462 in FY 2021). Revenue: JP¥257.2b (up 20% from FY 2021). Net income: JP¥17.9b (down 54% from FY 2021). Profit margin: 7.0% (down from 18% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 5.7% compared to a 30% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Apr 08Mitsubishi Logistics Corporation to Report Fiscal Year 2022 Results on Apr 28, 2022Mitsubishi Logistics Corporation announced that they will report fiscal year 2022 results on Apr 28, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥39.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (3.1%).
Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥61.80 (up from JP¥28.63 in 3Q 2021). Revenue: JP¥66.9b (up 25% from 3Q 2021). Net income: JP¥5.02b (up 108% from 3Q 2021). Profit margin: 7.5% (up from 4.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 2.3% compared to a 29% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Oct 30Second quarter 2022 earnings released: EPS JP¥43.58 (vs JP¥336 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥60.7b (up 19% from 2Q 2021). Net income: JP¥3.55b (down 88% from 2Q 2021). Profit margin: 5.8% (down from 56% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥39.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.7%).
Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥39.71 (vs JP¥18.96 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥56.9b (up 13% from 1Q 2021). Net income: JP¥3.27b (up 101% from 1Q 2021). Profit margin: 5.7% (up from 3.2% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 04Full year 2021 earnings released: EPS JP¥462 (vs JP¥137 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥213.7b (down 6.7% from FY 2020). Net income: JP¥39.2b (up 230% from FY 2020). Profit margin: 18% (up from 5.2% in FY 2020). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • May 01Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 2,000,000 shares, representing 2.42% for ¥5,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 2.42% of its share capital for ¥5,000 million. The purpose of the program is to implement a flexible acquisition of treasury stock in order to further enhance shareholder returns. The share repurchase program will run until September 30, 2021. As of March 31, 2021, the company had 82,697,673 shares outstanding (excluding treasury shares) and 5,263,066 shares in treasury.
Upcoming Dividend • Mar 24Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (3.9%).
お知らせ • Mar 04Mitsubishi Logistics Corporation to Report Fiscal Year 2021 Results on Apr 30, 2021Mitsubishi Logistics Corporation announced that they will report fiscal year 2021 results on Apr 30, 2021
Is New 90 Day High Low • Feb 25New 90-day high: €26.40The company is up 8.0% from its price of €24.40 on 27 November 2020. The German market is also up 8.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Infrastructure industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.03 per share.
Reported Earnings • Feb 04Third quarter 2021 earnings released: EPS JP¥28.63 (vs JP¥38.38 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥53.4b (down 4.0% from 3Q 2020). Net income: JP¥2.41b (down 27% from 3Q 2020). Profit margin: 4.5% (down from 5.9% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 04Revenue misses expectationsRevenue missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 4.8% compared to a 6.5% decline forecast for the Infrastructure industry in Germany.
お知らせ • Dec 05Mitsubishi Logistics Corporation to Report Q3, 2021 Results on Jan 29, 2021Mitsubishi Logistics Corporation announced that they will report Q3, 2021 results on Jan 29, 2021
Reported Earnings • Nov 17Second quarter 2021 earnings released: EPS JP¥336The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥51.1b (down 11% from 2Q 2020). Net income: JP¥28.8b (up JP¥24.9b from 2Q 2020). Profit margin: 56% (up from 6.9% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Nov 17Revenue misses expectationsRevenue missed analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 2.4% compared to a 5.8% decline forecast for the Infrastructure industry in Germany.
Is New 90 Day High Low • Nov 12New 90-day high: €26.20The company is up 10.0% from its price of €23.80 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Infrastructure industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.19 per share.
Analyst Estimate Surprise Post Earnings • Nov 03Revenue misses expectationsRevenue missed analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 2.4% compared to a 4.9% decline forecast for the Infrastructure industry in Germany.
Reported Earnings • Nov 01First half earnings releasedOver the last 12 months the company has reported total profits of JP¥35.3b, up 174% from the prior year. Total revenue was JP¥215.5b over the last 12 months, down 7.2% from the prior year.
お知らせ • Sep 03Mitsubishi Logistics Corporation to Report Q2, 2021 Results on Oct 30, 2020Mitsubishi Logistics Corporation announced that they will report Q2, 2021 results on Oct 30, 2020
お知らせ • Jun 28Mitsubishi Logistics Corporation to Report Q1, 2021 Results on Jul 31, 2020Mitsubishi Logistics Corporation announced that they will report Q1, 2021 results on Jul 31, 2020
