ZERO（9028）株式概要株式会社ZEROは、その子会社とともに、日本国内で車両の輸送および整備サービスを提供している。 詳細9028 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績2/6財務の健全性5/6配当金5/6報酬株価収益率（ 8.3 x） JP市場（ 13.9 x）を下回っています。収益は年間7.57%増加すると予測されています 過去5年間の収益は年間23.1%増加しました。 同業他社や業界と比較して、良好な取引価格 リスク分析不安定な配当実績 すべてのリスクチェックを見る9028 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW464,325 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 NarrativeBLINRODA464,325 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥3.57k17.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0178b2016201920222025202620282031Revenue JP¥177.5bEarnings JP¥8.5bAdvancedSet Fair ValueView all narrativesZERO Co., Ltd. 競合他社Sakai Moving ServiceLtdSymbol: TSE:9039Market cap: JP¥122.0bMaruzen Showa UnyuSymbol: TSE:9068Market cap: JP¥141.5bEnshu TruckLtdSymbol: TSE:9057Market cap: JP¥24.0bHigashi HoldingsSymbol: TSE:9029Market cap: JP¥25.1b価格と性能株価の高値、安値、推移の概要ZERO過去の株価現在の株価JP¥3,570.0052週高値JP¥4,185.0052週安値JP¥2,938.00ベータ0.221ヶ月の変化-0.83%3ヶ月変化-4.03%1年変化10.70%3年間の変化155.36%5年間の変化182.21%IPOからの変化355.74%最新ニュースReported Earnings • Aug 08Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: JP¥425 (up from JP¥424 in FY 2025). Revenue: JP¥150.6b (up 1.8% from FY 2025). Net income: JP¥7.21b (flat on FY 2025). Profit margin: 4.8% (down from 4.9% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 06ZERO Co., Ltd., Annual General Meeting, Sep 29, 2026ZERO Co., Ltd., Annual General Meeting, Sep 29, 2026.Upcoming Dividend • Jun 22Upcoming dividend of JP¥84.30 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 29 September 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (2.4%).お知らせ • Jun 03ZERO Co., Ltd. to Report Fiscal Year 2026 Results on Aug 06, 2026ZERO Co., Ltd. announced that they will report fiscal year 2026 results on Aug 06, 2026Reported Earnings • May 18Third quarter 2026 earnings released: EPS: JP¥121 (vs JP¥115 in 3Q 2025)Third quarter 2026 results: EPS: JP¥121 (up from JP¥115 in 3Q 2025). Revenue: JP¥46.1b (up 4.6% from 3Q 2025). Net income: JP¥2.05b (up 5.5% from 3Q 2025). Profit margin: 4.5% (up from 4.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Mar 14First half dividend of JP¥84.30 announcedShareholders will receive a dividend of JP¥84.30. Ex-date: 29th June 2026 Payment date: 29th September 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.最新情報をもっと見るRecent updatesReported Earnings • Aug 08Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: JP¥425 (up from JP¥424 in FY 2025). Revenue: JP¥150.6b (up 1.8% from FY 2025). Net income: JP¥7.21b (flat on FY 2025). Profit margin: 4.8% (down from 4.9% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 06ZERO Co., Ltd., Annual General Meeting, Sep 29, 2026ZERO Co., Ltd., Annual General Meeting, Sep 29, 2026.Upcoming Dividend • Jun 22Upcoming dividend of JP¥84.30 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 29 September 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (2.4%).お知らせ • Jun 03ZERO Co., Ltd. to Report Fiscal Year 2026 Results on Aug 06, 2026ZERO Co., Ltd. announced that they will report fiscal year 2026 results on Aug 06, 2026Reported Earnings • May 18Third quarter 2026 earnings released: EPS: JP¥121 (vs JP¥115 in 3Q 2025)Third quarter 2026 results: EPS: JP¥121 (up from JP¥115 in 3Q 2025). Revenue: JP¥46.1b (up 4.6% from 3Q 2025). Net income: JP¥2.05b (up 5.5% from 3Q 2025). Profit margin: 4.5% (up from 4.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Mar 14First half dividend of JP¥84.30 announcedShareholders will receive a dividend of JP¥84.30. Ex-date: 29th June 2026 Payment date: 29th September 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 16Second quarter 2026 earnings released: EPS: JP¥76.03 (vs JP¥95.57 in 2Q 2025)Second quarter 2026 results: EPS: JP¥76.03 (down from JP¥95.57 in 2Q 2025). Revenue: JP¥30.4b (down 12% from 2Q 2025). Net income: JP¥1.29b (down 20% from 2Q 2025). Profit margin: 4.2% (down from 4.7% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Feb 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.0% average weekly change).分析記事 • Dec 25ZERO's (TSE:9028) Dividend Will Be ¥56.00ZERO Co., Ltd.'s ( TSE:9028 ) investors are due to receive a payment of ¥56.00 per share on 16th of March. This makes...Upcoming Dividend • Dec 22Upcoming dividend of JP¥56.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 16 March 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).分析記事 • Dec 15ZERO Co., Ltd. (TSE:9028) Stock Catapults 26% Though Its Price And Business Still Lag The MarketZERO Co., Ltd. ( TSE:9028 ) shares have had a really impressive month, gaining 26% after a shaky period beforehand. The...お知らせ • Nov 29ZERO Co., Ltd. to Report Q2, 2026 Results on Feb 12, 2026ZERO Co., Ltd. announced that they will report Q2, 2026 results on Feb 12, 2026分析記事 • Nov 22ZERO's (TSE:9028) Dividend Will Be ¥56.00The board of ZERO Co., Ltd. ( TSE:9028 ) has announced that it will pay a dividend on the 16th of March, with investors...分析記事 • Nov 20Statutory Profit Doesn't Reflect How Good ZERO's (TSE:9028) Earnings AreEven though ZERO Co., Ltd.'s ( TSE:9028 ) recent earnings release was robust, the market didn't seem to notice...Reported Earnings • Nov 17First quarter 2026 earnings released: EPS: JP¥103 (vs JP¥112 in 1Q 2025)First quarter 2026 results: EPS: JP¥103 (down from JP¥112 in 1Q 2025). Revenue: JP¥35.5b (up 3.3% from 1Q 2025). Net income: JP¥1.75b (down 7.4% from 1Q 2025). Profit margin: 4.9% (down from 5.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 36% per year.分析記事 • Oct 06ZERO (TSE:9028) Has Announced A Dividend Of ¥56.00ZERO Co., Ltd. ( TSE:9028 ) has announced that it will pay a dividend of ¥56.00 per share on the 16th of March. This...Declared Dividend • Oct 06Final dividend of JP¥56.00 announcedShareholders will receive a dividend of JP¥56.00. Ex-date: 29th December 2025 Payment date: 16th March 2026 Dividend yield will be 4.9%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 04Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: JP¥424 (up from JP¥246 in FY 2024). Revenue: JP¥147.8b (up 5.0% from FY 2024). Net income: JP¥7.18b (up 73% from FY 2024). Profit margin: 4.9% (up from 2.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 01ZERO Co., Ltd. to Report Q1, 2026 Results on Nov 13, 2025ZERO Co., Ltd. announced that they will report Q1, 2026 results on Nov 13, 2025Reported Earnings • Aug 08Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: JP¥424 (up from JP¥246 in FY 2024). Revenue: JP¥147.8b (up 5.0% from FY 2024). Net income: JP¥7.18b (up 73% from FY 2024). Profit margin: 4.9% (up from 2.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 07ZERO Co., Ltd., Annual General Meeting, Sep 26, 2025ZERO Co., Ltd., Annual General Meeting, Sep 26, 2025.分析記事 • Jun 21ZERO (TSE:9028) Will Pay A Larger Dividend Than Last Year At ¥95.40ZERO Co., Ltd. ( TSE:9028 ) will increase its dividend from last year's comparable payment on the 27th of September to...Upcoming Dividend • Jun 20Upcoming dividend of JP¥95.40 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 27 September 2025. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (2.0%).お知らせ • Jun 03ZERO Co., Ltd. to Report Fiscal Year 2025 Results on Aug 07, 2025ZERO Co., Ltd. announced that they will report fiscal year 2025 results on Aug 07, 2025Reported Earnings • May 20Third quarter 2025 earnings released: EPS: JP¥115 (vs JP¥88.63 in 3Q 2024)Third quarter 2025 results: EPS: JP¥115 (up from JP¥88.63 in 3Q 2024). Revenue: JP¥44.1b (up 7.0% from 3Q 2024). Net income: JP¥1.95b (up 30% from 3Q 2024). Profit margin: 4.4% (up from 3.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • May 20ZERO's (TSE:9028) Shareholders Will Receive A Bigger Dividend Than Last YearZERO Co., Ltd. ( TSE:9028 ) has announced that it will be increasing its dividend from last year's comparable payment...New Risk • May 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change).New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.6% average weekly change).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥2,310, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Transportation industry in Japan. Total returns to shareholders of 157% over the past three years.分析記事 • Apr 06ZERO (TSE:9028) Knows How To Allocate Capital EffectivelyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...分析記事 • Mar 16ZERO's (TSE:9028) Shareholders Will Receive A Bigger Dividend Than Last YearZERO Co., Ltd.'s ( TSE:9028 ) dividend will be increasing from last year's payment of the same period to ¥64.40 on 27th...Declared Dividend • Mar 15First half dividend of JP¥64.40 announcedShareholders will receive a dividend of JP¥64.40. Ex-date: 27th June 2025 Payment date: 27th September 2025 Dividend yield will be 3.9%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Mar 01ZERO Co., Ltd. to Report Q3, 2025 Results on May 15, 2025ZERO Co., Ltd. announced that they will report Q3, 2025 results on May 15, 2025Reported Earnings • Feb 15Second quarter 2025 earnings released: EPS: JP¥95.57 (vs JP¥44.46 in 2Q 2024)Second quarter 2025 results: EPS: JP¥95.57 (up from JP¥44.46 in 2Q 2024). Revenue: JP¥34.6b (up 5.8% from 2Q 2024). Net income: JP¥1.62b (up 115% from 2Q 2024). Profit margin: 4.7% (up from 2.3% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Dec 20Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 11 March 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.8%).分析記事 • Dec 04ZERO (TSE:9028) Has Announced A Dividend Of ¥43.00ZERO Co., Ltd. ( TSE:9028 ) has announced that it will pay a dividend of ¥43.00 per share on the 11th of March. This...お知らせ • Dec 03ZERO Co., Ltd. to Report Q2, 2025 Results on Feb 13, 2025ZERO Co., Ltd. announced that they will report Q2, 2025 results on Feb 13, 2025Reported Earnings • Nov 09First quarter 2025 earnings released: EPS: JP¥112 (vs JP¥42.01 in 1Q 2024)First quarter 2025 results: EPS: JP¥112 (up from JP¥42.01 in 1Q 2024). Revenue: JP¥34.3b (up 8.3% from 1Q 2024). Net income: JP¥1.89b (up 166% from 1Q 2024). Profit margin: 5.5% (up from 2.2% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,720, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 12x in the Transportation industry in Japan. Total returns to shareholders of 177% over the past three years.分析記事 • Oct 23ZERO's (TSE:9028) Dividend Will Be ¥43.00ZERO Co., Ltd.'s ( TSE:9028 ) investors are due to receive a payment of ¥43.00 per share on 11th of March. This takes...Declared Dividend • Oct 10Final dividend of JP¥43.00 announcedShareholders will receive a dividend of JP¥43.00. Ex-date: 27th December 2024 Payment date: 11th March 2025 Dividend yield will be 3.7%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 03Full year 2024 earnings released: EPS: JP¥246 (vs JP¥204 in FY 2023)Full year 2024 results: EPS: JP¥246 (up from JP¥204 in FY 2023). Revenue: JP¥140.8b (up 5.9% from FY 2023). Net income: JP¥4.15b (up 21% from FY 2023). Profit margin: 2.9% (up from 2.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 27ZERO Co., Ltd. to Report Q1, 2025 Results on Nov 07, 2024ZERO Co., Ltd. announced that they will report Q1, 2025 results on Nov 07, 2024お知らせ • Aug 08ZERO Co., Ltd., Annual General Meeting, Sep 26, 2024ZERO Co., Ltd., Annual General Meeting, Sep 26, 2024.New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥1,379, the stock trades at a trailing P/E ratio of 5.9x. Average trailing P/E is 12x in the Transportation industry in Japan. Total returns to shareholders of 24% over the past three years.分析記事 • Jun 26ZERO (TSE:9028) Will Pay A Larger Dividend Than Last Year At ¥39.80ZERO Co., Ltd.'s ( TSE:9028 ) dividend will be increasing from last year's payment of the same period to ¥39.80 on 28th...Upcoming Dividend • Jun 20Upcoming dividend of JP¥39.80 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 28 September 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.7%).分析記事 • Jun 05ZERO's (TSE:9028) Upcoming Dividend Will Be Larger Than Last Year'sZERO Co., Ltd.'s ( TSE:9028 ) dividend will be increasing from last year's payment of the same period to ¥39.80 on 28th...お知らせ • Jun 05ZERO Co., Ltd. to Report Fiscal Year 2024 Results on Aug 08, 2024ZERO Co., Ltd. announced that they will report fiscal year 2024 results on Aug 08, 2024分析記事 • May 21ZERO (TSE:9028) Is Increasing Its Dividend To ¥39.80ZERO Co., Ltd.'s ( TSE:9028 ) periodic dividend will be increasing on the 28th of September to ¥39.80, with investors...Reported Earnings • May 11Third quarter 2024 earnings released: EPS: JP¥88.09 (vs JP¥61.76 in 3Q 2023)Third quarter 2024 results: EPS: JP¥88.09 (up from JP¥61.76 in 3Q 2023). Revenue: JP¥41.2b (up 12% from 3Q 2023). Net income: JP¥1.49b (up 43% from 3Q 2023). Profit margin: 3.6% (up from 2.8% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 10+ 1 more updateZERO Co., Ltd. Revises Dividend Guidance for the Year Ended 2024ZERO Co., Ltd. revised to pay dividend of JPY 39.80 per share for the year ended 2024 compared to JPY 36.00 per share paid a year ago.お知らせ • Feb 28ZERO Co., Ltd. to Report Q3, 2024 Results on May 09, 2024ZERO Co., Ltd. announced that they will report Q3, 2024 results on May 09, 2024Reported Earnings • Feb 10Second quarter 2024 earnings released: EPS: JP¥44.99 (vs JP¥38.36 in 2Q 2023)Second quarter 2024 results: EPS: JP¥44.99 (up from JP¥38.36 in 2Q 2023). Revenue: JP¥32.7b (up 7.5% from 2Q 2023). Net income: JP¥760.0m (up 18% from 2Q 2023). Profit margin: 2.3% (up from 2.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Dec 21Upcoming dividend of JP¥15.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 11 March 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.3%).お知らせ • Nov 27ZERO Co., Ltd. to Report Q2, 2024 Results on Feb 08, 2024ZERO Co., Ltd. announced that they will report Q2, 2024 results on Feb 08, 2024Reported Earnings • Nov 10First quarter 2024 earnings released: EPS: JP¥42.01 (vs JP¥48.11 in 1Q 2023)First quarter 2024 results: EPS: JP¥42.01 (down from JP¥48.11 in 1Q 2023). Revenue: JP¥31.7b (down 6.3% from 1Q 2023). Net income: JP¥709.0m (down 13% from 1Q 2023). Profit margin: 2.2% (down from 2.4% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 01ZERO Co., Ltd. to Report Q1, 2024 Results on Nov 09, 2023ZERO Co., Ltd. announced that they will report Q1, 2024 results on Nov 09, 2023Reported Earnings • Aug 12Full year 2023 earnings released: EPS: JP¥204 (vs JP¥151 in FY 2022)Full year 2023 results: EPS: JP¥204 (up from JP¥151 in FY 2022). Revenue: JP¥132.9b (up 24% from FY 2022). Net income: JP¥3.44b (up 36% from FY 2022). Profit margin: 2.6% (up from 2.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 12+ 2 more updatesZERO Co., Ltd. Announces Dividend for the Year End of Fiscal Year 2023, Payable on September 28, 2023 and Provides Dividend Guidance for the Year End of Fiscal Year 2024ZERO Co., Ltd. announced the dividend of JPY 36.00 per share for the year end of fiscal year 2023, payable on September 28, 2023 against JPY 22.70 per share a year ago.Provided dividend guidance for the year end of fiscal year 2024. For the year, the company expects dividend of JPY 36.90 per share against JPY 36.00 per share a year ago.お知らせ • Aug 11ZERO Co., Ltd., Annual General Meeting, Sep 27, 2023ZERO Co., Ltd., Annual General Meeting, Sep 27, 2023.Upcoming Dividend • Jun 22Upcoming dividend of JP¥25.80 per share at 3.1% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.2%).お知らせ • Jun 03ZERO Co., Ltd. to Report Q4, 2023 Results on Aug 10, 2023ZERO Co., Ltd. announced that they will report Q4, 2023 results on Aug 10, 2023Reported Earnings • May 16Third quarter 2023 earnings released: EPS: JP¥61.81 (vs JP¥64.51 in 3Q 2022)Third quarter 2023 results: EPS: JP¥61.81 (down from JP¥64.51 in 3Q 2022). Revenue: JP¥36.8b (up 22% from 3Q 2022). Net income: JP¥1.04b (down 3.8% from 3Q 2022). Profit margin: 2.8% (down from 3.6% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 12Second quarter 2023 earnings released: EPS: JP¥38.42 (vs JP¥25.53 in 2Q 2022)Second quarter 2023 results: EPS: JP¥38.42 (up from JP¥25.53 in 2Q 2022). Revenue: JP¥30.5b (up 23% from 2Q 2022). Net income: JP¥647.0m (up 51% from 2Q 2022). Profit margin: 2.1% (up from 1.7% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year.Upcoming Dividend • Dec 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 13 March 2023. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%).お知らせ • Nov 27ZERO Co., Ltd. to Report Q2, 2023 Results on Feb 09, 2023ZERO Co., Ltd. announced that they will report Q2, 2023 results on Feb 09, 2023Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. No independent directors (10 non-independent directors). Standing Corporate Auditor Tomoyuki Shioya was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 12First quarter 2023 earnings released: EPS: JP¥48.11 (vs JP¥23.33 in 1Q 2022)First quarter 2023 results: EPS: JP¥48.11 (up from JP¥23.33 in 1Q 2022). Revenue: JP¥33.8b (up 56% from 1Q 2022). Net income: JP¥810.0m (up 107% from 1Q 2022). Profit margin: 2.4% (up from 1.8% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat and the company’s share price has also remained flat.お知らせ • Nov 11+ 2 more updatesZERO Co., Ltd. Provides Dividend Guidance for the Second Quarter of Fiscal 2023ZERO Co., Ltd. provides dividend guidance for the second quarter of fiscal 2023. For the quarter, the company expects dividend to be ¥15.00 per share against ¥15.00 per share a year ago.お知らせ • Sep 01ZERO Co., Ltd. to Report Q1, 2023 Results on Nov 10, 2022ZERO Co., Ltd. announced that they will report Q1, 2023 results on Nov 10, 2022お知らせ • Aug 12ZERO Co., Ltd., Annual General Meeting, Sep 28, 2022ZERO Co., Ltd., Annual General Meeting, Sep 28, 2022.Reported Earnings • Aug 12Full year 2022 earnings released: EPS: JP¥151 (vs JP¥217 in FY 2021)Full year 2022 results: EPS: JP¥151 (down from JP¥217 in FY 2021). Revenue: JP¥107.0b (up 16% from FY 2021). Net income: JP¥2.54b (down 30% from FY 2021). Profit margin: 2.4% (down from 3.9% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year.お知らせ • Aug 11+ 2 more updatesZero Co., Ltd. Declares Dividend for the Fiscal Year Ended June 30, 2022, Payable on September 29, 2022ZERO Co., Ltd. declared dividend of JPY 22.70 per share for the fiscal year ended June 30, 2022, as compared to JPY 39.10 per share paid a year ago. Scheduled date to commence dividend payments on September 29, 2022.Upcoming Dividend • Jun 22Upcoming dividend of JP¥25.20 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 29 September 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).お知らせ • Jun 09ZERO Co., Ltd. announced that it has received ¥100 million in fundingZERO Co., Ltd. announced that it has received ¥100 million in a round of funding on June 8, 2022. The transaction included participation from individual investors.お知らせ • Jun 03ZERO Co., Ltd. to Report Fiscal Year 2022 Results on Aug 10, 2022ZERO Co., Ltd. announced that they will report fiscal year 2022 results on Aug 10, 2022Reported Earnings • May 16Third quarter 2022 earnings released: EPS: JP¥64.50 (vs JP¥67.49 in 3Q 2021)Third quarter 2022 results: EPS: JP¥64.50 (down from JP¥67.49 in 3Q 2021). Revenue: JP¥30.1b (up 20% from 3Q 2021). Net income: JP¥1.08b (down 4.1% from 3Q 2021). Profit margin: 3.6% (down from 4.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 8% per year.Board Change • Apr 27No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. No independent directors (10 non-independent directors). Standing Corporate Auditor Tomoyuki Shioya was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 08ZERO Co., Ltd. to Report Q3, 2022 Results on May 12, 2022ZERO Co., Ltd. announced that they will report Q3, 2022 results on May 12, 2022Reported Earnings • Feb 12Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥25.59 (down from JP¥40.19 in 2Q 2021). Revenue: JP¥24.8b (up 11% from 2Q 2021). Net income: JP¥430.0m (down 36% from 2Q 2021). Profit margin: 1.7% (down from 3.0% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 11+ 1 more updateZERO Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending June 30, 2022ZERO Co., Ltd. provided consolidated earnings guidance for the year ending June 30, 2022. For the year, the company expects sales revenue of JPY 95,000 million, operating income of JPY 4,750 million and profit attributable to equity shareholders of the company of JPY 3,200 million or JPY 191.09 per basic share.Upcoming Dividend • Dec 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 March 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.3%).Reported Earnings • Nov 12First quarter 2022 earnings released: EPS JP¥23.33 (vs JP¥65.76 in 1Q 2021)The company reported a poor first quarter result with weaker earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: JP¥21.6b (flat on 1Q 2021). Net income: JP¥392.0m (down 64% from 1Q 2021). Profit margin: 1.8% (down from 5.1% in 1Q 2021). 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 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 05Full year 2021 earnings released: EPS JP¥217 (vs JP¥142 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥92.2b (up 3.0% from FY 2020). Net income: JP¥3.63b (up 53% from FY 2020). Profit margin: 3.9% (up from 2.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 06Full year 2021 earnings released: EPS JP¥217 (vs JP¥142 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥92.2b (up 3.0% from FY 2020). Net income: JP¥3.63b (up 53% from FY 2020). Profit margin: 3.9% (up from 2.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,241, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 12x in the Transportation industry in Japan. Total returns to shareholders of 25% over the past three years.Upcoming Dividend • Jun 22Upcoming dividend of JP¥41.70 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 30 September 2021. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).Reported Earnings • May 15Third quarter 2021 earnings released: EPS JP¥67.54 (vs JP¥55.56 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥25.2b (down 1.4% from 3Q 2020). Net income: JP¥1.13b (up 22% from 3Q 2020). Profit margin: 4.5% (up from 3.6% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • May 14ZERO Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending June 30, 2021ZERO Co., Ltd. provided consolidated earnings guidance for the full year ending June 30, 2021. For the period, the company expected sales revenue of JPY 92,000 million, operating income of JPY 5,500 million, profit attributable to equity shareholders of the company of JPY 3,800 million and basic earnings per share of JPY 226.94.株主還元9028JP TransportationJP 市場7D-0.4%1.3%-2.3%1Y10.7%-2.2%31.0%株主還元を見る業界別リターン: 9028過去 1 年間で-2.2 % の収益を上げたJP Transportation業界を上回りました。リターン対市場: 9028は、過去 1 年間で31 % のリターンを上げたJP市場を下回りました。価格変動Is 9028's price volatile compared to industry and market?9028 volatility9028 Average Weekly Movement2.1%Transportation Industry Average Movement2.9%Market Average Movement4.1%10% most volatile stocks in JP Market9.1%10% least volatile stocks in JP Market2.1%安定した株価: 9028 、 JP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: 9028の 週次ボラティリティ ( 2% ) 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19612,703Takahashi Toshihirowww.zero-group.co.jp株式会社ゼロはその子会社とともに、日本で自動車輸送と整備サービスを提供している。新車・中古車輸送、自家用車・バイクのドアツードア輸送を行っている。また、新車や大型車などの整備サービス、オートオークションでの取り扱いや車検サービス、車選びサービス、一般貨物輸送サービス、引き取りや派遣などの人材サービスも提供している。また、港湾運送・倉庫保管サービス、車両管理サービス、人材派遣・紹介サービス、通関サービスを提供するほか、中古車や自動車部品の輸出・販売も行っている。前身は日産運輸株式会社。2001年5月に株式会社ゼロに社名変更。株式会社ゼロは1961年に設立され、川崎市に本社を置く。もっと見るZERO Co., Ltd. 基礎のまとめZERO の収益と売上を時価総額と比較するとどうか。9028 基礎統計学時価総額JP¥59.99b収益（TTM）JP¥7.21b売上高(TTM)JP¥150.56b8.3xPER（株価収益率0.4xP/Sレシオ9028 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9028 損益計算書（TTM）収益JP¥150.56b売上原価JP¥128.77b売上総利益JP¥21.78bその他の費用JP¥14.57b収益JP¥7.21b直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）429.20グロス・マージン14.47%純利益率4.79%有利子負債／自己資本比率13.6%9028 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4.0%現在の配当利回り33%配当性向9028 配当は確実ですか？9028 配当履歴とベンチマークを見る9028 、いつまでに購入すれば配当金を受け取れますか？ZERO 配当日配当落ち日Jun 29 2026配当支払日Sep 30 2026配当落ちまでの日数54 days配当支払日までの日数39 days9028 配当は確実ですか？9028 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2026/08/21 03:15終値2026/08/21 00:00収益2026/06/30年間収益2026/06/30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ZERO Co., Ltd. 1 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。1 アナリスト機関Yumiko KaiIchiyoshi Research Institute Inc.
Reported Earnings • Aug 08Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: JP¥425 (up from JP¥424 in FY 2025). Revenue: JP¥150.6b (up 1.8% from FY 2025). Net income: JP¥7.21b (flat on FY 2025). Profit margin: 4.8% (down from 4.9% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 06ZERO Co., Ltd., Annual General Meeting, Sep 29, 2026ZERO Co., Ltd., Annual General Meeting, Sep 29, 2026.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥84.30 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 29 September 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (2.4%).
お知らせ • Jun 03ZERO Co., Ltd. to Report Fiscal Year 2026 Results on Aug 06, 2026ZERO Co., Ltd. announced that they will report fiscal year 2026 results on Aug 06, 2026
Reported Earnings • May 18Third quarter 2026 earnings released: EPS: JP¥121 (vs JP¥115 in 3Q 2025)Third quarter 2026 results: EPS: JP¥121 (up from JP¥115 in 3Q 2025). Revenue: JP¥46.1b (up 4.6% from 3Q 2025). Net income: JP¥2.05b (up 5.5% from 3Q 2025). Profit margin: 4.5% (up from 4.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Mar 14First half dividend of JP¥84.30 announcedShareholders will receive a dividend of JP¥84.30. Ex-date: 29th June 2026 Payment date: 29th September 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 08Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: JP¥425 (up from JP¥424 in FY 2025). Revenue: JP¥150.6b (up 1.8% from FY 2025). Net income: JP¥7.21b (flat on FY 2025). Profit margin: 4.8% (down from 4.9% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 06ZERO Co., Ltd., Annual General Meeting, Sep 29, 2026ZERO Co., Ltd., Annual General Meeting, Sep 29, 2026.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥84.30 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 29 September 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (2.4%).
お知らせ • Jun 03ZERO Co., Ltd. to Report Fiscal Year 2026 Results on Aug 06, 2026ZERO Co., Ltd. announced that they will report fiscal year 2026 results on Aug 06, 2026
Reported Earnings • May 18Third quarter 2026 earnings released: EPS: JP¥121 (vs JP¥115 in 3Q 2025)Third quarter 2026 results: EPS: JP¥121 (up from JP¥115 in 3Q 2025). Revenue: JP¥46.1b (up 4.6% from 3Q 2025). Net income: JP¥2.05b (up 5.5% from 3Q 2025). Profit margin: 4.5% (up from 4.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Mar 14First half dividend of JP¥84.30 announcedShareholders will receive a dividend of JP¥84.30. Ex-date: 29th June 2026 Payment date: 29th September 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 16Second quarter 2026 earnings released: EPS: JP¥76.03 (vs JP¥95.57 in 2Q 2025)Second quarter 2026 results: EPS: JP¥76.03 (down from JP¥95.57 in 2Q 2025). Revenue: JP¥30.4b (down 12% from 2Q 2025). Net income: JP¥1.29b (down 20% from 2Q 2025). Profit margin: 4.2% (down from 4.7% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Feb 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.0% average weekly change).
分析記事 • Dec 25ZERO's (TSE:9028) Dividend Will Be ¥56.00ZERO Co., Ltd.'s ( TSE:9028 ) investors are due to receive a payment of ¥56.00 per share on 16th of March. This makes...
Upcoming Dividend • Dec 22Upcoming dividend of JP¥56.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 16 March 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).
分析記事 • Dec 15ZERO Co., Ltd. (TSE:9028) Stock Catapults 26% Though Its Price And Business Still Lag The MarketZERO Co., Ltd. ( TSE:9028 ) shares have had a really impressive month, gaining 26% after a shaky period beforehand. The...
お知らせ • Nov 29ZERO Co., Ltd. to Report Q2, 2026 Results on Feb 12, 2026ZERO Co., Ltd. announced that they will report Q2, 2026 results on Feb 12, 2026
分析記事 • Nov 22ZERO's (TSE:9028) Dividend Will Be ¥56.00The board of ZERO Co., Ltd. ( TSE:9028 ) has announced that it will pay a dividend on the 16th of March, with investors...
分析記事 • Nov 20Statutory Profit Doesn't Reflect How Good ZERO's (TSE:9028) Earnings AreEven though ZERO Co., Ltd.'s ( TSE:9028 ) recent earnings release was robust, the market didn't seem to notice...
Reported Earnings • Nov 17First quarter 2026 earnings released: EPS: JP¥103 (vs JP¥112 in 1Q 2025)First quarter 2026 results: EPS: JP¥103 (down from JP¥112 in 1Q 2025). Revenue: JP¥35.5b (up 3.3% from 1Q 2025). Net income: JP¥1.75b (down 7.4% from 1Q 2025). Profit margin: 4.9% (down from 5.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 36% per year.
分析記事 • Oct 06ZERO (TSE:9028) Has Announced A Dividend Of ¥56.00ZERO Co., Ltd. ( TSE:9028 ) has announced that it will pay a dividend of ¥56.00 per share on the 16th of March. This...
Declared Dividend • Oct 06Final dividend of JP¥56.00 announcedShareholders will receive a dividend of JP¥56.00. Ex-date: 29th December 2025 Payment date: 16th March 2026 Dividend yield will be 4.9%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 04Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: JP¥424 (up from JP¥246 in FY 2024). Revenue: JP¥147.8b (up 5.0% from FY 2024). Net income: JP¥7.18b (up 73% from FY 2024). Profit margin: 4.9% (up from 2.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 01ZERO Co., Ltd. to Report Q1, 2026 Results on Nov 13, 2025ZERO Co., Ltd. announced that they will report Q1, 2026 results on Nov 13, 2025
Reported Earnings • Aug 08Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: JP¥424 (up from JP¥246 in FY 2024). Revenue: JP¥147.8b (up 5.0% from FY 2024). Net income: JP¥7.18b (up 73% from FY 2024). Profit margin: 4.9% (up from 2.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 07ZERO Co., Ltd., Annual General Meeting, Sep 26, 2025ZERO Co., Ltd., Annual General Meeting, Sep 26, 2025.
分析記事 • Jun 21ZERO (TSE:9028) Will Pay A Larger Dividend Than Last Year At ¥95.40ZERO Co., Ltd. ( TSE:9028 ) will increase its dividend from last year's comparable payment on the 27th of September to...
Upcoming Dividend • Jun 20Upcoming dividend of JP¥95.40 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 27 September 2025. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (2.0%).
お知らせ • Jun 03ZERO Co., Ltd. to Report Fiscal Year 2025 Results on Aug 07, 2025ZERO Co., Ltd. announced that they will report fiscal year 2025 results on Aug 07, 2025
Reported Earnings • May 20Third quarter 2025 earnings released: EPS: JP¥115 (vs JP¥88.63 in 3Q 2024)Third quarter 2025 results: EPS: JP¥115 (up from JP¥88.63 in 3Q 2024). Revenue: JP¥44.1b (up 7.0% from 3Q 2024). Net income: JP¥1.95b (up 30% from 3Q 2024). Profit margin: 4.4% (up from 3.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • May 20ZERO's (TSE:9028) Shareholders Will Receive A Bigger Dividend Than Last YearZERO Co., Ltd. ( TSE:9028 ) has announced that it will be increasing its dividend from last year's comparable payment...
New Risk • May 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change).
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.6% average weekly change).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥2,310, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Transportation industry in Japan. Total returns to shareholders of 157% over the past three years.
分析記事 • Apr 06ZERO (TSE:9028) Knows How To Allocate Capital EffectivelyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
分析記事 • Mar 16ZERO's (TSE:9028) Shareholders Will Receive A Bigger Dividend Than Last YearZERO Co., Ltd.'s ( TSE:9028 ) dividend will be increasing from last year's payment of the same period to ¥64.40 on 27th...
Declared Dividend • Mar 15First half dividend of JP¥64.40 announcedShareholders will receive a dividend of JP¥64.40. Ex-date: 27th June 2025 Payment date: 27th September 2025 Dividend yield will be 3.9%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 01ZERO Co., Ltd. to Report Q3, 2025 Results on May 15, 2025ZERO Co., Ltd. announced that they will report Q3, 2025 results on May 15, 2025
Reported Earnings • Feb 15Second quarter 2025 earnings released: EPS: JP¥95.57 (vs JP¥44.46 in 2Q 2024)Second quarter 2025 results: EPS: JP¥95.57 (up from JP¥44.46 in 2Q 2024). Revenue: JP¥34.6b (up 5.8% from 2Q 2024). Net income: JP¥1.62b (up 115% from 2Q 2024). Profit margin: 4.7% (up from 2.3% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Dec 20Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 11 March 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.8%).
分析記事 • Dec 04ZERO (TSE:9028) Has Announced A Dividend Of ¥43.00ZERO Co., Ltd. ( TSE:9028 ) has announced that it will pay a dividend of ¥43.00 per share on the 11th of March. This...
お知らせ • Dec 03ZERO Co., Ltd. to Report Q2, 2025 Results on Feb 13, 2025ZERO Co., Ltd. announced that they will report Q2, 2025 results on Feb 13, 2025
Reported Earnings • Nov 09First quarter 2025 earnings released: EPS: JP¥112 (vs JP¥42.01 in 1Q 2024)First quarter 2025 results: EPS: JP¥112 (up from JP¥42.01 in 1Q 2024). Revenue: JP¥34.3b (up 8.3% from 1Q 2024). Net income: JP¥1.89b (up 166% from 1Q 2024). Profit margin: 5.5% (up from 2.2% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,720, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 12x in the Transportation industry in Japan. Total returns to shareholders of 177% over the past three years.
分析記事 • Oct 23ZERO's (TSE:9028) Dividend Will Be ¥43.00ZERO Co., Ltd.'s ( TSE:9028 ) investors are due to receive a payment of ¥43.00 per share on 11th of March. This takes...
Declared Dividend • Oct 10Final dividend of JP¥43.00 announcedShareholders will receive a dividend of JP¥43.00. Ex-date: 27th December 2024 Payment date: 11th March 2025 Dividend yield will be 3.7%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 03Full year 2024 earnings released: EPS: JP¥246 (vs JP¥204 in FY 2023)Full year 2024 results: EPS: JP¥246 (up from JP¥204 in FY 2023). Revenue: JP¥140.8b (up 5.9% from FY 2023). Net income: JP¥4.15b (up 21% from FY 2023). Profit margin: 2.9% (up from 2.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 27ZERO Co., Ltd. to Report Q1, 2025 Results on Nov 07, 2024ZERO Co., Ltd. announced that they will report Q1, 2025 results on Nov 07, 2024
お知らせ • Aug 08ZERO Co., Ltd., Annual General Meeting, Sep 26, 2024ZERO Co., Ltd., Annual General Meeting, Sep 26, 2024.
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥1,379, the stock trades at a trailing P/E ratio of 5.9x. Average trailing P/E is 12x in the Transportation industry in Japan. Total returns to shareholders of 24% over the past three years.
分析記事 • Jun 26ZERO (TSE:9028) Will Pay A Larger Dividend Than Last Year At ¥39.80ZERO Co., Ltd.'s ( TSE:9028 ) dividend will be increasing from last year's payment of the same period to ¥39.80 on 28th...
Upcoming Dividend • Jun 20Upcoming dividend of JP¥39.80 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 28 September 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.7%).
分析記事 • Jun 05ZERO's (TSE:9028) Upcoming Dividend Will Be Larger Than Last Year'sZERO Co., Ltd.'s ( TSE:9028 ) dividend will be increasing from last year's payment of the same period to ¥39.80 on 28th...
お知らせ • Jun 05ZERO Co., Ltd. to Report Fiscal Year 2024 Results on Aug 08, 2024ZERO Co., Ltd. announced that they will report fiscal year 2024 results on Aug 08, 2024
分析記事 • May 21ZERO (TSE:9028) Is Increasing Its Dividend To ¥39.80ZERO Co., Ltd.'s ( TSE:9028 ) periodic dividend will be increasing on the 28th of September to ¥39.80, with investors...
Reported Earnings • May 11Third quarter 2024 earnings released: EPS: JP¥88.09 (vs JP¥61.76 in 3Q 2023)Third quarter 2024 results: EPS: JP¥88.09 (up from JP¥61.76 in 3Q 2023). Revenue: JP¥41.2b (up 12% from 3Q 2023). Net income: JP¥1.49b (up 43% from 3Q 2023). Profit margin: 3.6% (up from 2.8% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 10+ 1 more updateZERO Co., Ltd. Revises Dividend Guidance for the Year Ended 2024ZERO Co., Ltd. revised to pay dividend of JPY 39.80 per share for the year ended 2024 compared to JPY 36.00 per share paid a year ago.
お知らせ • Feb 28ZERO Co., Ltd. to Report Q3, 2024 Results on May 09, 2024ZERO Co., Ltd. announced that they will report Q3, 2024 results on May 09, 2024
Reported Earnings • Feb 10Second quarter 2024 earnings released: EPS: JP¥44.99 (vs JP¥38.36 in 2Q 2023)Second quarter 2024 results: EPS: JP¥44.99 (up from JP¥38.36 in 2Q 2023). Revenue: JP¥32.7b (up 7.5% from 2Q 2023). Net income: JP¥760.0m (up 18% from 2Q 2023). Profit margin: 2.3% (up from 2.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Dec 21Upcoming dividend of JP¥15.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 11 March 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.3%).
お知らせ • Nov 27ZERO Co., Ltd. to Report Q2, 2024 Results on Feb 08, 2024ZERO Co., Ltd. announced that they will report Q2, 2024 results on Feb 08, 2024
Reported Earnings • Nov 10First quarter 2024 earnings released: EPS: JP¥42.01 (vs JP¥48.11 in 1Q 2023)First quarter 2024 results: EPS: JP¥42.01 (down from JP¥48.11 in 1Q 2023). Revenue: JP¥31.7b (down 6.3% from 1Q 2023). Net income: JP¥709.0m (down 13% from 1Q 2023). Profit margin: 2.2% (down from 2.4% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 01ZERO Co., Ltd. to Report Q1, 2024 Results on Nov 09, 2023ZERO Co., Ltd. announced that they will report Q1, 2024 results on Nov 09, 2023
Reported Earnings • Aug 12Full year 2023 earnings released: EPS: JP¥204 (vs JP¥151 in FY 2022)Full year 2023 results: EPS: JP¥204 (up from JP¥151 in FY 2022). Revenue: JP¥132.9b (up 24% from FY 2022). Net income: JP¥3.44b (up 36% from FY 2022). Profit margin: 2.6% (up from 2.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 12+ 2 more updatesZERO Co., Ltd. Announces Dividend for the Year End of Fiscal Year 2023, Payable on September 28, 2023 and Provides Dividend Guidance for the Year End of Fiscal Year 2024ZERO Co., Ltd. announced the dividend of JPY 36.00 per share for the year end of fiscal year 2023, payable on September 28, 2023 against JPY 22.70 per share a year ago.Provided dividend guidance for the year end of fiscal year 2024. For the year, the company expects dividend of JPY 36.90 per share against JPY 36.00 per share a year ago.
お知らせ • Aug 11ZERO Co., Ltd., Annual General Meeting, Sep 27, 2023ZERO Co., Ltd., Annual General Meeting, Sep 27, 2023.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥25.80 per share at 3.1% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.2%).
お知らせ • Jun 03ZERO Co., Ltd. to Report Q4, 2023 Results on Aug 10, 2023ZERO Co., Ltd. announced that they will report Q4, 2023 results on Aug 10, 2023
Reported Earnings • May 16Third quarter 2023 earnings released: EPS: JP¥61.81 (vs JP¥64.51 in 3Q 2022)Third quarter 2023 results: EPS: JP¥61.81 (down from JP¥64.51 in 3Q 2022). Revenue: JP¥36.8b (up 22% from 3Q 2022). Net income: JP¥1.04b (down 3.8% from 3Q 2022). Profit margin: 2.8% (down from 3.6% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 12Second quarter 2023 earnings released: EPS: JP¥38.42 (vs JP¥25.53 in 2Q 2022)Second quarter 2023 results: EPS: JP¥38.42 (up from JP¥25.53 in 2Q 2022). Revenue: JP¥30.5b (up 23% from 2Q 2022). Net income: JP¥647.0m (up 51% from 2Q 2022). Profit margin: 2.1% (up from 1.7% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 13 March 2023. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%).
お知らせ • Nov 27ZERO Co., Ltd. to Report Q2, 2023 Results on Feb 09, 2023ZERO Co., Ltd. announced that they will report Q2, 2023 results on Feb 09, 2023
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. No independent directors (10 non-independent directors). Standing Corporate Auditor Tomoyuki Shioya was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 12First quarter 2023 earnings released: EPS: JP¥48.11 (vs JP¥23.33 in 1Q 2022)First quarter 2023 results: EPS: JP¥48.11 (up from JP¥23.33 in 1Q 2022). Revenue: JP¥33.8b (up 56% from 1Q 2022). Net income: JP¥810.0m (up 107% from 1Q 2022). Profit margin: 2.4% (up from 1.8% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat and the company’s share price has also remained flat.
お知らせ • Nov 11+ 2 more updatesZERO Co., Ltd. Provides Dividend Guidance for the Second Quarter of Fiscal 2023ZERO Co., Ltd. provides dividend guidance for the second quarter of fiscal 2023. For the quarter, the company expects dividend to be ¥15.00 per share against ¥15.00 per share a year ago.
お知らせ • Sep 01ZERO Co., Ltd. to Report Q1, 2023 Results on Nov 10, 2022ZERO Co., Ltd. announced that they will report Q1, 2023 results on Nov 10, 2022
お知らせ • Aug 12ZERO Co., Ltd., Annual General Meeting, Sep 28, 2022ZERO Co., Ltd., Annual General Meeting, Sep 28, 2022.
Reported Earnings • Aug 12Full year 2022 earnings released: EPS: JP¥151 (vs JP¥217 in FY 2021)Full year 2022 results: EPS: JP¥151 (down from JP¥217 in FY 2021). Revenue: JP¥107.0b (up 16% from FY 2021). Net income: JP¥2.54b (down 30% from FY 2021). Profit margin: 2.4% (down from 3.9% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Aug 11+ 2 more updatesZero Co., Ltd. Declares Dividend for the Fiscal Year Ended June 30, 2022, Payable on September 29, 2022ZERO Co., Ltd. declared dividend of JPY 22.70 per share for the fiscal year ended June 30, 2022, as compared to JPY 39.10 per share paid a year ago. Scheduled date to commence dividend payments on September 29, 2022.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥25.20 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 29 September 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
お知らせ • Jun 09ZERO Co., Ltd. announced that it has received ¥100 million in fundingZERO Co., Ltd. announced that it has received ¥100 million in a round of funding on June 8, 2022. The transaction included participation from individual investors.
お知らせ • Jun 03ZERO Co., Ltd. to Report Fiscal Year 2022 Results on Aug 10, 2022ZERO Co., Ltd. announced that they will report fiscal year 2022 results on Aug 10, 2022
Reported Earnings • May 16Third quarter 2022 earnings released: EPS: JP¥64.50 (vs JP¥67.49 in 3Q 2021)Third quarter 2022 results: EPS: JP¥64.50 (down from JP¥67.49 in 3Q 2021). Revenue: JP¥30.1b (up 20% from 3Q 2021). Net income: JP¥1.08b (down 4.1% from 3Q 2021). Profit margin: 3.6% (down from 4.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 8% per year.
Board Change • Apr 27No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. No independent directors (10 non-independent directors). Standing Corporate Auditor Tomoyuki Shioya was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 08ZERO Co., Ltd. to Report Q3, 2022 Results on May 12, 2022ZERO Co., Ltd. announced that they will report Q3, 2022 results on May 12, 2022
Reported Earnings • Feb 12Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥25.59 (down from JP¥40.19 in 2Q 2021). Revenue: JP¥24.8b (up 11% from 2Q 2021). Net income: JP¥430.0m (down 36% from 2Q 2021). Profit margin: 1.7% (down from 3.0% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 11+ 1 more updateZERO Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending June 30, 2022ZERO Co., Ltd. provided consolidated earnings guidance for the year ending June 30, 2022. For the year, the company expects sales revenue of JPY 95,000 million, operating income of JPY 4,750 million and profit attributable to equity shareholders of the company of JPY 3,200 million or JPY 191.09 per basic share.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 March 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.3%).
Reported Earnings • Nov 12First quarter 2022 earnings released: EPS JP¥23.33 (vs JP¥65.76 in 1Q 2021)The company reported a poor first quarter result with weaker earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: JP¥21.6b (flat on 1Q 2021). Net income: JP¥392.0m (down 64% from 1Q 2021). Profit margin: 1.8% (down from 5.1% in 1Q 2021). 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 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 05Full year 2021 earnings released: EPS JP¥217 (vs JP¥142 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥92.2b (up 3.0% from FY 2020). Net income: JP¥3.63b (up 53% from FY 2020). Profit margin: 3.9% (up from 2.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 06Full year 2021 earnings released: EPS JP¥217 (vs JP¥142 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥92.2b (up 3.0% from FY 2020). Net income: JP¥3.63b (up 53% from FY 2020). Profit margin: 3.9% (up from 2.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,241, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 12x in the Transportation industry in Japan. Total returns to shareholders of 25% over the past three years.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥41.70 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 30 September 2021. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).
Reported Earnings • May 15Third quarter 2021 earnings released: EPS JP¥67.54 (vs JP¥55.56 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥25.2b (down 1.4% from 3Q 2020). Net income: JP¥1.13b (up 22% from 3Q 2020). Profit margin: 4.5% (up from 3.6% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • May 14ZERO Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending June 30, 2021ZERO Co., Ltd. provided consolidated earnings guidance for the full year ending June 30, 2021. For the period, the company expected sales revenue of JPY 92,000 million, operating income of JPY 5,500 million, profit attributable to equity shareholders of the company of JPY 3,800 million and basic earnings per share of JPY 226.94.
