Hamakyorex（9037）株式概要ハマキョウレックス株式会社は、国内外に3PLロジスティクスとトラック輸送サービスを提供している。 詳細9037 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2/6過去の実績5/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より26.8%で取引されている 収益は年間4.27%増加すると予測されています 過去1年間で収益は20%増加しました 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9037 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥1.90k4.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0201b2016201920222025202620282031Revenue JP¥200.7bEarnings JP¥13.8bAdvancedSet Fair ValueView all narrativesHamakyorex Co., Ltd. 競合他社Konoike TransportLtdSymbol: TSE:9025Market cap: JP¥146.6bAZ-COM MARUWA HoldingsSymbol: TSE:9090Market cap: JP¥112.6bSBS HoldingsSymbol: TSE:2384Market cap: JP¥194.6bShibusawa LogisticsSymbol: TSE:9304Market cap: JP¥79.8b価格と性能株価の高値、安値、推移の概要Hamakyorex過去の株価現在の株価JP¥1,904.0052週高値JP¥1,965.0052週安値JP¥1,266.00ベータ0.381ヶ月の変化6.85%3ヶ月変化-0.37%1年変化49.22%3年間の変化114.54%5年間の変化155.14%IPOからの変化3,471.27%最新ニュース分析記事 • May 19Impressive Earnings May Not Tell The Whole Story For Hamakyorex (TSE:9037)Unsurprisingly, Hamakyorex Co., Ltd.'s ( TSE:9037 ) stock price was strong on the back of its healthy earnings report...Reported Earnings • May 13Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥145 (up from JP¥120 in FY 2025). Revenue: JP¥155.5b (up 6.0% from FY 2025). Net income: JP¥10.7b (up 20% from FY 2025). Profit margin: 6.9% (up from 6.1% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 12Hamakyorex Co., Ltd., Annual General Meeting, Jun 17, 2026Hamakyorex Co., Ltd., Annual General Meeting, Jun 17, 2026.お知らせ • May 10Hamakyorex Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Hamakyorex Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 19 June 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).Reported Earnings • Feb 03Third quarter 2026 earnings released: EPS: JP¥37.93 (vs JP¥35.07 in 3Q 2025)Third quarter 2026 results: EPS: JP¥37.93 (up from JP¥35.07 in 3Q 2025). Revenue: JP¥40.7b (up 4.8% from 3Q 2025). Net income: JP¥2.81b (up 8.2% from 3Q 2025). Profit margin: 6.9% (up from 6.7% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.最新情報をもっと見るRecent updates分析記事 • May 19Impressive Earnings May Not Tell The Whole Story For Hamakyorex (TSE:9037)Unsurprisingly, Hamakyorex Co., Ltd.'s ( TSE:9037 ) stock price was strong on the back of its healthy earnings report...Reported Earnings • May 13Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥145 (up from JP¥120 in FY 2025). Revenue: JP¥155.5b (up 6.0% from FY 2025). Net income: JP¥10.7b (up 20% from FY 2025). Profit margin: 6.9% (up from 6.1% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 12Hamakyorex Co., Ltd., Annual General Meeting, Jun 17, 2026Hamakyorex Co., Ltd., Annual General Meeting, Jun 17, 2026.お知らせ • May 10Hamakyorex Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Hamakyorex Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 19 June 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).Reported Earnings • Feb 03Third quarter 2026 earnings released: EPS: JP¥37.93 (vs JP¥35.07 in 3Q 2025)Third quarter 2026 results: EPS: JP¥37.93 (up from JP¥35.07 in 3Q 2025). Revenue: JP¥40.7b (up 4.8% from 3Q 2025). Net income: JP¥2.81b (up 8.2% from 3Q 2025). Profit margin: 6.9% (up from 6.7% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Jan 26Now 21% undervaluedOver the last 90 days, the stock has risen 16% to JP¥1,852. The fair value is estimated to be JP¥2,334, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 9.4% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.分析記事 • Dec 03Hamakyorex (TSE:9037) Is Increasing Its Dividend To ¥20.00Hamakyorex Co., Ltd. ( TSE:9037 ) will increase its dividend from last year's comparable payment on the 19th of June to...お知らせ • Dec 02Hamakyorex Co., Ltd. to Report Q3, 2026 Results on Feb 02, 2026Hamakyorex Co., Ltd. announced that they will report Q3, 2026 results on Feb 02, 2026Declared Dividend • Dec 02First half dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 30th March 2026 Payment date: 19th June 2026 Dividend yield will be 2.3%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥31.64 (vs JP¥28.64 in 2Q 2025)Second quarter 2026 results: EPS: JP¥31.64 (up from JP¥28.64 in 2Q 2025). Revenue: JP¥38.0b (up 4.3% from 2Q 2025). Net income: JP¥2.34b (up 9.8% from 2Q 2025). Profit margin: 6.2% (up from 5.8% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. 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 24% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.75 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 28% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.6%).お知らせ • Sep 01Hamakyorex Co., Ltd. to Report Q2, 2026 Results on Oct 30, 2025Hamakyorex Co., Ltd. announced that they will report Q2, 2026 results on Oct 30, 2025Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: JP¥33.63 (vs JP¥28.71 in 1Q 2025)First quarter 2026 results: EPS: JP¥33.63 (up from JP¥28.71 in 1Q 2025). Revenue: JP¥37.4b (up 4.6% from 1Q 2025). Net income: JP¥2.49b (up 16% from 1Q 2025). Profit margin: 6.7% (up from 6.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jul 09Final dividend of JP¥18.75 announcedShareholders will receive a dividend of JP¥18.75. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 2.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but not covered by cash flows (166% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 21Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥120 (up from JP¥111 in FY 2024). Revenue: JP¥146.7b (up 4.3% from FY 2024). Net income: JP¥8.93b (up 7.5% from FY 2024). Profit margin: 6.1% (up from 5.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Jun 17Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,335. The fair value is estimated to be JP¥1,677, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 8.8%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.お知らせ • Jun 03Hamakyorex Co., Ltd. to Report Q1, 2026 Results on Jul 30, 2025Hamakyorex Co., Ltd. announced that they will report Q1, 2026 results on Jul 30, 2025Reported Earnings • May 10Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥120 (up from JP¥111 in FY 2024). Revenue: JP¥146.7b (up 4.3% from FY 2024). Net income: JP¥8.93b (up 7.5% from FY 2024). Profit margin: 6.1% (up from 5.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 09Hamakyorex Co., Ltd., Annual General Meeting, Jun 18, 2025Hamakyorex Co., Ltd., Annual General Meeting, Jun 18, 2025.分析記事 • Apr 08An Intrinsic Calculation For Hamakyorex Co., Ltd. (TSE:9037) Suggests It's 48% UndervaluedKey Insights Hamakyorex's estimated fair value is JP¥2,288 based on 2 Stage Free Cash Flow to Equity Hamakyorex's...お知らせ • Mar 29Hamakyorex Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025Hamakyorex Co., Ltd. announced that they will report fiscal year 2025 results on May 09, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥18.75 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 19 June 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.9%).Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥35.07 (vs JP¥31.96 in 3Q 2024)Third quarter 2025 results: EPS: JP¥35.07 (up from JP¥31.96 in 3Q 2024). Revenue: JP¥38.8b (up 2.9% from 3Q 2024). Net income: JP¥2.60b (up 8.3% from 3Q 2024). Profit margin: 6.7% (up from 6.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Dec 03First half dividend of JP¥18.75 announcedShareholders will receive a dividend of JP¥18.75. Ex-date: 28th March 2025 Payment date: 19th June 2025 Dividend yield will be 6.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (28% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 21Hamakyorex Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025Hamakyorex Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025Reported Earnings • Oct 31Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: JP¥36.5b (up 6.4% from 2Q 2024). Net income: JP¥2.13b (up 16% from 2Q 2024). Profit margin: 5.8% (up from 5.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Logistics industry in Japan.お知らせ • Oct 16Hamakyorex Co., Ltd. (TSE:9037) announces an Equity Buyback for 200,000 shares, representing 0.27% for ¥253 million.Hamakyorex Co., Ltd. (TSE:9037) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 0.27% of its total shares outstanding excluding treasury shares, for a total of ¥253 million. The shares will be repurchased at ¥1,265 per share. The purpose of repurchase program is to enable the implementation of flexible capital policies in response to changes in the business environment. As of September 30, 2024, the company had 74,151,004 shares outstanding excluding treasury shares and had 1,896,996 shares in treasury.Upcoming Dividend • Sep 20Upcoming dividend of JP¥65.00 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: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.2%).分析記事 • Aug 23Hamakyorex (TSE:9037) Is Due To Pay A Dividend Of ¥65.00The board of Hamakyorex Co., Ltd. ( TSE:9037 ) has announced that it will pay a dividend on the 2nd of December, with...分析記事 • Aug 09Hamakyorex (TSE:9037) Has Announced A Dividend Of ¥65.00The board of Hamakyorex Co., Ltd. ( TSE:9037 ) has announced that it will pay a dividend on the 2nd of December, with...お知らせ • Aug 09Hamakyorex Co., Ltd. to Report Q2, 2025 Results on Oct 29, 2024Hamakyorex Co., Ltd. announced that they will report Q2, 2025 results on Oct 29, 2024Reported Earnings • Jul 31First quarter 2025 earnings released: EPS: JP¥115 (vs JP¥102 in 1Q 2024)First quarter 2025 results: EPS: JP¥115 (up from JP¥102 in 1Q 2024). Revenue: JP¥35.7b (up 8.0% from 1Q 2024). Net income: JP¥2.15b (up 13% from 1Q 2024). Profit margin: 6.0% (up from 5.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Logistics industry in Japan. 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 15% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 26Hamakyorex (TSE:9037) Has Announced A Dividend Of ¥65.00The board of Hamakyorex Co., Ltd. ( TSE:9037 ) has announced that it will pay a dividend on the 2nd of December, with...分析記事 • Jul 12Hamakyorex (TSE:9037) Has Announced A Dividend Of ¥65.00The board of Hamakyorex Co., Ltd. ( TSE:9037 ) has announced that it will pay a dividend of ¥65.00 per share on the 2nd...Declared Dividend • Jul 11Final dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.8%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (35% 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. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 28Hamakyorex Co., Ltd. to Report Q1, 2025 Results on Jul 29, 2024Hamakyorex Co., Ltd. announced that they will report Q1, 2025 results on Jul 29, 2024Reported Earnings • Jun 21Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥443 (up from JP¥394 in FY 2023). Revenue: JP¥140.6b (up 6.6% from FY 2023). Net income: JP¥8.31b (up 12% from FY 2023). Profit margin: 5.9% (up from 5.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 7.1%. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 3.7% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 10% per year.Reported Earnings • May 23Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥443 (up from JP¥394 in FY 2023). Revenue: JP¥140.6b (up 6.6% from FY 2023). Net income: JP¥8.31b (up 12% from FY 2023). Profit margin: 5.9% (up from 5.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 7.1%. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 10% per year.お知らせ • May 22Hamakyorex Co., Ltd., Annual General Meeting, Jun 18, 2024Hamakyorex Co., Ltd., Annual General Meeting, Jun 18, 2024.お知らせ • May 21Hamakyorex Co., Ltd. (TSE:9037) announces an Equity Buyback for 220,000 shares, representing 1.17% for ¥1,000 million.Hamakyorex Co., Ltd. (TSE:9037) announces a share repurchase program. Under the program, the company will repurchase up to 220,000 shares, representing 1.17% of its total shares outstanding excluding treasury shares, for a total of ¥1,000 million. The purpose of repurchase program is to enable the implementation of flexible capital policies in response to changes in the business environment. The repurchase program is valid till April 30, 2025. As of March 31, 2024, the company had 18,757,098 shares outstanding excluding treasury shares and had 254,902 shares in treasury.Upcoming Dividend • Mar 21Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.9%).分析記事 • Mar 21Hamakyorex (TSE:9037) Has Announced A Dividend Of ¥55.00Hamakyorex Co., Ltd. ( TSE:9037 ) will pay a dividend of ¥55.00 on the 17th of June. The payment will take the dividend...お知らせ • Mar 20Hamakyorex Co., Ltd. to Report Fiscal Year 2024 Results on May 09, 2024Hamakyorex Co., Ltd. announced that they will report fiscal year 2024 results on May 09, 2024分析記事 • Feb 27Hamakyorex (TSE:9037) Has Announced A Dividend Of ¥55.00Hamakyorex Co., Ltd.'s ( TSE:9037 ) investors are due to receive a payment of ¥55.00 per share on 17th of June. Based...Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥132 (vs JP¥114 in 3Q 2023)Third quarter 2024 results: EPS: JP¥132 (up from JP¥114 in 3Q 2023). Revenue: JP¥37.7b (up 7.9% from 3Q 2023). Net income: JP¥2.47b (up 15% from 3Q 2023). Profit margin: 6.6% (up from 6.1% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Logistics industry in Japan. 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 7% per year.お知らせ • Dec 07Hamakyorex Co., Ltd. to Report Q3, 2024 Results on Jan 30, 2024Hamakyorex Co., Ltd. announced that they will report Q3, 2024 results on Jan 30, 2024Reported Earnings • Oct 29Second quarter 2024 earnings released: EPS: JP¥98.28 (vs JP¥90.81 in 2Q 2023)Second quarter 2024 results: EPS: JP¥98.28 (up from JP¥90.81 in 2Q 2023). Revenue: JP¥34.3b (up 5.7% from 2Q 2023). Net income: JP¥1.85b (up 8.1% from 2Q 2023). Profit margin: 5.4% (up from 5.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Logistics industry in Japan. 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 8% per year.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 24% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (2.6%).お知らせ • Aug 27Hamakyorex Co., Ltd. to Report Q2, 2024 Results on Oct 27, 2023Hamakyorex Co., Ltd. announced that they will report Q2, 2024 results on Oct 27, 2023お知らせ • Aug 19Hamakyorex Co., Ltd. (TSE:9037) announces an Equity Buyback for 50,000 shares, representing 0.27% for ¥203.5 million.Hamakyorex Co., Ltd. (TSE:9037) announces a share repurchase program. Under the program, the company will repurchase 50,000 shares, representing 0.27% of the outstanding shares for ¥203.5 million. The shares will be repurchased at a price of ¥4,070 per share. The purpose of the program is to enable flexible execution of capital policy in response to changes in the business environment. The program will expire on August 21, 2023. As of July 31, 2023, the company had 18,787,778 shares outstanding and 224,222 shares in treasury.Reported Earnings • Jul 28First quarter 2024 earnings released: EPS: JP¥102 (vs JP¥104 in 1Q 2023)First quarter 2024 results: EPS: JP¥102 (down from JP¥104 in 1Q 2023). Revenue: JP¥33.1b (up 1.7% from 1Q 2023). Net income: JP¥1.91b (down 2.5% from 1Q 2023). Profit margin: 5.8% (down from 6.0% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year and the company’s share price has also increased by 7% per year.お知らせ • Jun 24Hamakyorex Co., Ltd. to Report Q1, 2024 Results on Jul 27, 2023Hamakyorex Co., Ltd. announced that they will report Q1, 2024 results on Jul 27, 2023Reported Earnings • Jun 17Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥394 (up from JP¥379 in FY 2022). Revenue: JP¥131.9b (up 5.5% from FY 2022). Net income: JP¥7.40b (up 4.0% from FY 2022). Profit margin: 5.6% (down from 5.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.7%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.Reported Earnings • May 14Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥394 (up from JP¥379 in FY 2022). Revenue: JP¥131.9b (up 5.5% from FY 2022). Net income: JP¥7.40b (up 4.0% from FY 2022). Profit margin: 5.6% (down from 5.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.7%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 1.2% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.お知らせ • May 13Hamakyorex Co., Ltd., Annual General Meeting, Jun 14, 2023Hamakyorex Co., Ltd., Annual General Meeting, Jun 14, 2023.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: 15 June 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%).Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: JP¥114 (vs JP¥105 in 3Q 2022)Third quarter 2023 results: EPS: JP¥114 (up from JP¥105 in 3Q 2022). Revenue: JP¥34.9b (up 5.1% from 3Q 2022). Net income: JP¥2.14b (up 8.5% from 3Q 2022). Profit margin: 6.1% (up from 5.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥90.81 (vs JP¥84.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥90.81 (up from JP¥84.58 in 2Q 2022). Revenue: JP¥32.4b (up 5.7% from 2Q 2022). Net income: JP¥1.71b (up 7.4% from 2Q 2022). Profit margin: 5.3% (up from 5.2% in 2Q 2022). 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 4.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Katada Sumiko was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Nov 11Hamakyorex Co., Ltd. to Report Q3, 2023 Results on Jan 30, 2023Hamakyorex Co., Ltd. announced that they will report Q3, 2023 results on Jan 30, 2023Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥90.81 (vs JP¥84.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥90.81 (up from JP¥84.58 in 2Q 2022). Revenue: JP¥32.4b (up 5.7% from 2Q 2022). Net income: JP¥1.71b (up 7.4% from 2Q 2022). Profit margin: 5.3% (up from 5.2% in 2Q 2022). 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 5.0% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Buying Opportunity • Sep 22Now 20% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be JP¥4,016, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.5%. Revenue is forecast to grow by 9.1% in 2 years. Earnings is forecast to grow by 6.3% in the next 2 years.Buying Opportunity • Sep 01Now 21% undervaluedOver the last 90 days, the stock is up 5.5%. The fair value is estimated to be JP¥3,960, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.5%. Revenue is forecast to grow by 9.5% in 2 years. Earnings is forecast to grow by 6.8% in the next 2 years.お知らせ • Aug 20Hamakyorex Co., Ltd. to Report Q2, 2023 Results on Oct 28, 2022Hamakyorex Co., Ltd. announced that they will report Q2, 2023 results on Oct 28, 2022Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥104 (vs JP¥95.81 in 1Q 2022)First quarter 2023 results: EPS: JP¥104 (up from JP¥95.81 in 1Q 2022). Revenue: JP¥32.5b (up 6.3% from 1Q 2022). Net income: JP¥1.96b (up 8.8% from 1Q 2022). Profit margin: 6.0% (up from 5.9% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.9%, compared to a 24% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Jun 20Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥379 (up from JP¥342 in FY 2021). Revenue: JP¥125.1b (up 5.2% from FY 2021). Net income: JP¥7.12b (up 11% from FY 2021). Profit margin: 5.7% (up from 5.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.7%. Over the next year, revenue is forecast to grow 5.5%, compared to a 24% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Jun 11Hamakyorex Co., Ltd. to Report Q1, 2023 Results on Jul 28, 2022Hamakyorex Co., Ltd. announced that they will report Q1, 2023 results on Jul 28, 2022Reported Earnings • May 13Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥379 (up from JP¥342 in FY 2021). Revenue: JP¥125.1b (up 5.2% from FY 2021). Net income: JP¥7.12b (up 11% from FY 2021). Profit margin: 5.7% (up from 5.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.7%. Over the next year, revenue is forecast to grow 5.0%, compared to a 23% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • May 13Hamakyorex Co., Ltd., Annual General Meeting, Jun 14, 2022Hamakyorex Co., Ltd., Annual General Meeting, Jun 14, 2022.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Takeshi Mori was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Hamakyorex Co., Ltd. to Report Fiscal Year 2022 Results on May 11, 2022Hamakyorex Co., Ltd. announced that they will report fiscal year 2022 results on May 11, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 16 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).Reported Earnings • Jan 30Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥105 (down from JP¥105 in 3Q 2021). Revenue: JP¥33.2b (up 4.6% from 3Q 2021). Net income: JP¥1.98b (flat on 3Q 2021). Profit margin: 5.9% (down from 6.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 4.7%, compared to a 18% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Price Target Changed • Nov 19Price target decreased to JP¥3,200Down from JP¥3,450, the current price target is an average from 2 analysts. New target price is 6.7% above last closing price of JP¥2,998. Stock is down 1.2% over the past year. The company is forecast to post earnings per share of JP¥365 for next year compared to JP¥342 last year.Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS JP¥84.58 (vs JP¥86.00 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¥30.7b (up 5.6% from 2Q 2021). Net income: JP¥1.59b (down 1.7% from 2Q 2021). Profit margin: 5.2% (down from 5.6% 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 5% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 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 Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥95.81 (vs JP¥81.48 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥30.6b (up 6.9% from 1Q 2021). Net income: JP¥1.80b (up 17% from 1Q 2021). Profit margin: 5.9% (up from 5.4% in 1Q 2021). 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 fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Jun 20Full year 2021 earnings released: EPS JP¥342 (vs JP¥328 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¥118.9b (down 2.9% from FY 2020). Net income: JP¥6.43b (up 3.1% from FY 2020). Profit margin: 5.4% (up from 5.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥342 (vs JP¥328 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¥118.9b (down 2.9% from FY 2020). Net income: JP¥6.43b (up 3.1% from FY 2020). Profit margin: 5.4% (up from 5.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 17 June 2021. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).Is New 90 Day High Low • Mar 11New 90-day high: JP¥3,410The company is up 18% from its price of JP¥2,900 on 11 December 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥6,925 per share.お知らせ • Mar 04Hamakyorex Co., Ltd. to Report Fiscal Year 2021 Results on May 11, 2021Hamakyorex Co., Ltd. announced that they will report fiscal year 2021 results on May 11, 2021お知らせ • Feb 19Hamakyorex Co., Ltd. (TSE:9037) acquired Eishin Kyuso K.K./Maruko Logistics Ltd. from Isao Murakami, Shunichiro Murakami, Taeko Sugita and Katsuko Murakami.Hamakyorex Co., Ltd. (TSE:9037) signed a transfer agreement to acquire Eishin Kyuso K.K./Maruko Logistics Ltd. from Isao Murakami, Shunichiro Murakami, Taeko Sugita and Katsuko Murakami on February 18, 2021. As of September 30, 2021, Eishin and Maruko had networth of ¥117million and total assets of ¥245 million. Board of Directors of Hamakyorex approved the transaction. The impact of the Hamakyorex on his consolidated financial results for the fiscal year ending March 2021 will be minor. Hamakyorex Co., Ltd. (TSE:9037) completed te acquisition of Eishin Kyuso K.K./Maruko Logistics Ltd. from Isao Murakami, Shunichiro Murakami, Taeko Sugita and Katsuko Murakami on February 18, 2021.Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥105 (vs JP¥92.61 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¥31.8b (down 2.2% from 3Q 2020). Net income: JP¥1.98b (up 12% from 3Q 2020). Profit margin: 6.2% (up from 5.4% 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 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Feb 03Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 3.0%. Over the next year, revenue is forecast to grow 4.0%, compared to a 1.0% growth forecast for the Transportation industry in Japan.Is New 90 Day High Low • Feb 01New 90-day high: JP¥3,190The company is up 6.0% from its price of JP¥2,996 on 02 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥7,452 per share.Is New 90 Day High Low • Dec 07New 90-day low: JP¥2,872The company is down 15% from its price of JP¥3,365 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥6,230 per share.Price Target Changed • Dec 01Price target raised to JP¥3,400Up from JP¥3,000, the current price target is an average from 2 analysts. The new target price is 16% above the current share price of JP¥2,938. As of last close, the stock is down 19% over the past year.お知らせ • Aug 09Hamakyorex Co., Ltd. to Report Q2, 2021 Results on Oct 28, 2020Hamakyorex Co., Ltd. announced that they will report Q2, 2021 results on Oct 28, 2020株主還元9037JP LogisticsJP 市場7D4.1%4.8%-3.1%1Y49.2%23.3%38.2%株主還元を見る業界別リターン: 9037過去 1 年間で23.3 % の収益を上げたJP Logistics業界を上回りました。リターン対市場: 9037過去 1 年間で38.2 % の収益を上げたJP市場を上回りました。価格変動Is 9037's price volatile compared to industry and market?9037 volatility9037 Average Weekly Movement4.2%Logistics Industry Average Movement4.3%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 9037 、 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: 9037の 週次ボラティリティ ( 4% ) 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19715,813Masataka Osukawww.hamakyorex.co.jpハマキョウレックス株式会社は、日本および海外で3PLロジスティクスおよびトラック輸送サービスを提供している。アパレル、医療機器、雑貨・化粧品、eコマース、食品、ホームセンター・ドラッグストアなどの3PLサービスを提供している。同社は1971年に法人化され、浜松に本社を置く。もっと見るHamakyorex Co., Ltd. 基礎のまとめHamakyorex の収益と売上を時価総額と比較するとどうか。9037 基礎統計学時価総額JP¥140.92b収益（TTM）JP¥10.72b売上高(TTM)JP¥155.50b13.1xPER（株価収益率0.9xP/Sレシオ9037 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9037 損益計算書（TTM）収益JP¥155.50b売上原価JP¥135.59b売上総利益JP¥19.91bその他の費用JP¥9.19b収益JP¥10.72b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）144.84グロス・マージン12.81%純利益率6.89%有利子負債／自己資本比率22.3%9037 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2.1%現在の配当利回り29%配当性向9037 配当は確実ですか？9037 配当履歴とベンチマークを見る9037 、いつまでに購入すれば配当金を受け取れますか？Hamakyorex 配当日配当落ち日Mar 30 2026配当支払日Jun 18 2026配当落ちまでの日数53 days配当支払日までの日数27 days9037 配当は確実ですか？9037 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2026/05/21 21:16終値2026/05/21 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Hamakyorex Co., Ltd. 2 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。6 アナリスト機関Yasuhito TsuchiyaBofA Global ResearchWanlin YangDaiwa Securities Co. Ltd.Yumiko KaiIchiyoshi Research Institute Inc.3 その他のアナリストを表示
分析記事 • May 19Impressive Earnings May Not Tell The Whole Story For Hamakyorex (TSE:9037)Unsurprisingly, Hamakyorex Co., Ltd.'s ( TSE:9037 ) stock price was strong on the back of its healthy earnings report...
Reported Earnings • May 13Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥145 (up from JP¥120 in FY 2025). Revenue: JP¥155.5b (up 6.0% from FY 2025). Net income: JP¥10.7b (up 20% from FY 2025). Profit margin: 6.9% (up from 6.1% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 12Hamakyorex Co., Ltd., Annual General Meeting, Jun 17, 2026Hamakyorex Co., Ltd., Annual General Meeting, Jun 17, 2026.
お知らせ • May 10Hamakyorex Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Hamakyorex Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 19 June 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
Reported Earnings • Feb 03Third quarter 2026 earnings released: EPS: JP¥37.93 (vs JP¥35.07 in 3Q 2025)Third quarter 2026 results: EPS: JP¥37.93 (up from JP¥35.07 in 3Q 2025). Revenue: JP¥40.7b (up 4.8% from 3Q 2025). Net income: JP¥2.81b (up 8.2% from 3Q 2025). Profit margin: 6.9% (up from 6.7% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • May 19Impressive Earnings May Not Tell The Whole Story For Hamakyorex (TSE:9037)Unsurprisingly, Hamakyorex Co., Ltd.'s ( TSE:9037 ) stock price was strong on the back of its healthy earnings report...
Reported Earnings • May 13Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥145 (up from JP¥120 in FY 2025). Revenue: JP¥155.5b (up 6.0% from FY 2025). Net income: JP¥10.7b (up 20% from FY 2025). Profit margin: 6.9% (up from 6.1% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 12Hamakyorex Co., Ltd., Annual General Meeting, Jun 17, 2026Hamakyorex Co., Ltd., Annual General Meeting, Jun 17, 2026.
お知らせ • May 10Hamakyorex Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Hamakyorex Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 19 June 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
Reported Earnings • Feb 03Third quarter 2026 earnings released: EPS: JP¥37.93 (vs JP¥35.07 in 3Q 2025)Third quarter 2026 results: EPS: JP¥37.93 (up from JP¥35.07 in 3Q 2025). Revenue: JP¥40.7b (up 4.8% from 3Q 2025). Net income: JP¥2.81b (up 8.2% from 3Q 2025). Profit margin: 6.9% (up from 6.7% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Jan 26Now 21% undervaluedOver the last 90 days, the stock has risen 16% to JP¥1,852. The fair value is estimated to be JP¥2,334, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 9.4% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
分析記事 • Dec 03Hamakyorex (TSE:9037) Is Increasing Its Dividend To ¥20.00Hamakyorex Co., Ltd. ( TSE:9037 ) will increase its dividend from last year's comparable payment on the 19th of June to...
お知らせ • Dec 02Hamakyorex Co., Ltd. to Report Q3, 2026 Results on Feb 02, 2026Hamakyorex Co., Ltd. announced that they will report Q3, 2026 results on Feb 02, 2026
Declared Dividend • Dec 02First half dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 30th March 2026 Payment date: 19th June 2026 Dividend yield will be 2.3%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥31.64 (vs JP¥28.64 in 2Q 2025)Second quarter 2026 results: EPS: JP¥31.64 (up from JP¥28.64 in 2Q 2025). Revenue: JP¥38.0b (up 4.3% from 2Q 2025). Net income: JP¥2.34b (up 9.8% from 2Q 2025). Profit margin: 6.2% (up from 5.8% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. 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 24% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.75 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 28% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.6%).
お知らせ • Sep 01Hamakyorex Co., Ltd. to Report Q2, 2026 Results on Oct 30, 2025Hamakyorex Co., Ltd. announced that they will report Q2, 2026 results on Oct 30, 2025
Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: JP¥33.63 (vs JP¥28.71 in 1Q 2025)First quarter 2026 results: EPS: JP¥33.63 (up from JP¥28.71 in 1Q 2025). Revenue: JP¥37.4b (up 4.6% from 1Q 2025). Net income: JP¥2.49b (up 16% from 1Q 2025). Profit margin: 6.7% (up from 6.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jul 09Final dividend of JP¥18.75 announcedShareholders will receive a dividend of JP¥18.75. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 2.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but not covered by cash flows (166% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 21Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥120 (up from JP¥111 in FY 2024). Revenue: JP¥146.7b (up 4.3% from FY 2024). Net income: JP¥8.93b (up 7.5% from FY 2024). Profit margin: 6.1% (up from 5.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Jun 17Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,335. The fair value is estimated to be JP¥1,677, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 8.8%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.
お知らせ • Jun 03Hamakyorex Co., Ltd. to Report Q1, 2026 Results on Jul 30, 2025Hamakyorex Co., Ltd. announced that they will report Q1, 2026 results on Jul 30, 2025
Reported Earnings • May 10Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥120 (up from JP¥111 in FY 2024). Revenue: JP¥146.7b (up 4.3% from FY 2024). Net income: JP¥8.93b (up 7.5% from FY 2024). Profit margin: 6.1% (up from 5.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 09Hamakyorex Co., Ltd., Annual General Meeting, Jun 18, 2025Hamakyorex Co., Ltd., Annual General Meeting, Jun 18, 2025.
分析記事 • Apr 08An Intrinsic Calculation For Hamakyorex Co., Ltd. (TSE:9037) Suggests It's 48% UndervaluedKey Insights Hamakyorex's estimated fair value is JP¥2,288 based on 2 Stage Free Cash Flow to Equity Hamakyorex's...
お知らせ • Mar 29Hamakyorex Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025Hamakyorex Co., Ltd. announced that they will report fiscal year 2025 results on May 09, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥18.75 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 19 June 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.9%).
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥35.07 (vs JP¥31.96 in 3Q 2024)Third quarter 2025 results: EPS: JP¥35.07 (up from JP¥31.96 in 3Q 2024). Revenue: JP¥38.8b (up 2.9% from 3Q 2024). Net income: JP¥2.60b (up 8.3% from 3Q 2024). Profit margin: 6.7% (up from 6.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Dec 03First half dividend of JP¥18.75 announcedShareholders will receive a dividend of JP¥18.75. Ex-date: 28th March 2025 Payment date: 19th June 2025 Dividend yield will be 6.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (28% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 21Hamakyorex Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025Hamakyorex Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025
Reported Earnings • Oct 31Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: JP¥36.5b (up 6.4% from 2Q 2024). Net income: JP¥2.13b (up 16% from 2Q 2024). Profit margin: 5.8% (up from 5.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Logistics industry in Japan.
お知らせ • Oct 16Hamakyorex Co., Ltd. (TSE:9037) announces an Equity Buyback for 200,000 shares, representing 0.27% for ¥253 million.Hamakyorex Co., Ltd. (TSE:9037) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 0.27% of its total shares outstanding excluding treasury shares, for a total of ¥253 million. The shares will be repurchased at ¥1,265 per share. The purpose of repurchase program is to enable the implementation of flexible capital policies in response to changes in the business environment. As of September 30, 2024, the company had 74,151,004 shares outstanding excluding treasury shares and had 1,896,996 shares in treasury.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥65.00 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: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.2%).
分析記事 • Aug 23Hamakyorex (TSE:9037) Is Due To Pay A Dividend Of ¥65.00The board of Hamakyorex Co., Ltd. ( TSE:9037 ) has announced that it will pay a dividend on the 2nd of December, with...
分析記事 • Aug 09Hamakyorex (TSE:9037) Has Announced A Dividend Of ¥65.00The board of Hamakyorex Co., Ltd. ( TSE:9037 ) has announced that it will pay a dividend on the 2nd of December, with...
お知らせ • Aug 09Hamakyorex Co., Ltd. to Report Q2, 2025 Results on Oct 29, 2024Hamakyorex Co., Ltd. announced that they will report Q2, 2025 results on Oct 29, 2024
Reported Earnings • Jul 31First quarter 2025 earnings released: EPS: JP¥115 (vs JP¥102 in 1Q 2024)First quarter 2025 results: EPS: JP¥115 (up from JP¥102 in 1Q 2024). Revenue: JP¥35.7b (up 8.0% from 1Q 2024). Net income: JP¥2.15b (up 13% from 1Q 2024). Profit margin: 6.0% (up from 5.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Logistics industry in Japan. 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 15% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 26Hamakyorex (TSE:9037) Has Announced A Dividend Of ¥65.00The board of Hamakyorex Co., Ltd. ( TSE:9037 ) has announced that it will pay a dividend on the 2nd of December, with...
分析記事 • Jul 12Hamakyorex (TSE:9037) Has Announced A Dividend Of ¥65.00The board of Hamakyorex Co., Ltd. ( TSE:9037 ) has announced that it will pay a dividend of ¥65.00 per share on the 2nd...
Declared Dividend • Jul 11Final dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.8%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (35% 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. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 28Hamakyorex Co., Ltd. to Report Q1, 2025 Results on Jul 29, 2024Hamakyorex Co., Ltd. announced that they will report Q1, 2025 results on Jul 29, 2024
Reported Earnings • Jun 21Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥443 (up from JP¥394 in FY 2023). Revenue: JP¥140.6b (up 6.6% from FY 2023). Net income: JP¥8.31b (up 12% from FY 2023). Profit margin: 5.9% (up from 5.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 7.1%. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 3.7% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 10% per year.
Reported Earnings • May 23Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥443 (up from JP¥394 in FY 2023). Revenue: JP¥140.6b (up 6.6% from FY 2023). Net income: JP¥8.31b (up 12% from FY 2023). Profit margin: 5.9% (up from 5.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 7.1%. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 10% per year.
お知らせ • May 22Hamakyorex Co., Ltd., Annual General Meeting, Jun 18, 2024Hamakyorex Co., Ltd., Annual General Meeting, Jun 18, 2024.
お知らせ • May 21Hamakyorex Co., Ltd. (TSE:9037) announces an Equity Buyback for 220,000 shares, representing 1.17% for ¥1,000 million.Hamakyorex Co., Ltd. (TSE:9037) announces a share repurchase program. Under the program, the company will repurchase up to 220,000 shares, representing 1.17% of its total shares outstanding excluding treasury shares, for a total of ¥1,000 million. The purpose of repurchase program is to enable the implementation of flexible capital policies in response to changes in the business environment. The repurchase program is valid till April 30, 2025. As of March 31, 2024, the company had 18,757,098 shares outstanding excluding treasury shares and had 254,902 shares in treasury.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.9%).
分析記事 • Mar 21Hamakyorex (TSE:9037) Has Announced A Dividend Of ¥55.00Hamakyorex Co., Ltd. ( TSE:9037 ) will pay a dividend of ¥55.00 on the 17th of June. The payment will take the dividend...
お知らせ • Mar 20Hamakyorex Co., Ltd. to Report Fiscal Year 2024 Results on May 09, 2024Hamakyorex Co., Ltd. announced that they will report fiscal year 2024 results on May 09, 2024
分析記事 • Feb 27Hamakyorex (TSE:9037) Has Announced A Dividend Of ¥55.00Hamakyorex Co., Ltd.'s ( TSE:9037 ) investors are due to receive a payment of ¥55.00 per share on 17th of June. Based...
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥132 (vs JP¥114 in 3Q 2023)Third quarter 2024 results: EPS: JP¥132 (up from JP¥114 in 3Q 2023). Revenue: JP¥37.7b (up 7.9% from 3Q 2023). Net income: JP¥2.47b (up 15% from 3Q 2023). Profit margin: 6.6% (up from 6.1% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Logistics industry in Japan. 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 7% per year.
お知らせ • Dec 07Hamakyorex Co., Ltd. to Report Q3, 2024 Results on Jan 30, 2024Hamakyorex Co., Ltd. announced that they will report Q3, 2024 results on Jan 30, 2024
Reported Earnings • Oct 29Second quarter 2024 earnings released: EPS: JP¥98.28 (vs JP¥90.81 in 2Q 2023)Second quarter 2024 results: EPS: JP¥98.28 (up from JP¥90.81 in 2Q 2023). Revenue: JP¥34.3b (up 5.7% from 2Q 2023). Net income: JP¥1.85b (up 8.1% from 2Q 2023). Profit margin: 5.4% (up from 5.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Logistics industry in Japan. 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 8% per year.
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 24% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (2.6%).
お知らせ • Aug 27Hamakyorex Co., Ltd. to Report Q2, 2024 Results on Oct 27, 2023Hamakyorex Co., Ltd. announced that they will report Q2, 2024 results on Oct 27, 2023
お知らせ • Aug 19Hamakyorex Co., Ltd. (TSE:9037) announces an Equity Buyback for 50,000 shares, representing 0.27% for ¥203.5 million.Hamakyorex Co., Ltd. (TSE:9037) announces a share repurchase program. Under the program, the company will repurchase 50,000 shares, representing 0.27% of the outstanding shares for ¥203.5 million. The shares will be repurchased at a price of ¥4,070 per share. The purpose of the program is to enable flexible execution of capital policy in response to changes in the business environment. The program will expire on August 21, 2023. As of July 31, 2023, the company had 18,787,778 shares outstanding and 224,222 shares in treasury.
Reported Earnings • Jul 28First quarter 2024 earnings released: EPS: JP¥102 (vs JP¥104 in 1Q 2023)First quarter 2024 results: EPS: JP¥102 (down from JP¥104 in 1Q 2023). Revenue: JP¥33.1b (up 1.7% from 1Q 2023). Net income: JP¥1.91b (down 2.5% from 1Q 2023). Profit margin: 5.8% (down from 6.0% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year and the company’s share price has also increased by 7% per year.
お知らせ • Jun 24Hamakyorex Co., Ltd. to Report Q1, 2024 Results on Jul 27, 2023Hamakyorex Co., Ltd. announced that they will report Q1, 2024 results on Jul 27, 2023
Reported Earnings • Jun 17Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥394 (up from JP¥379 in FY 2022). Revenue: JP¥131.9b (up 5.5% from FY 2022). Net income: JP¥7.40b (up 4.0% from FY 2022). Profit margin: 5.6% (down from 5.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.7%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.
Reported Earnings • May 14Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥394 (up from JP¥379 in FY 2022). Revenue: JP¥131.9b (up 5.5% from FY 2022). Net income: JP¥7.40b (up 4.0% from FY 2022). Profit margin: 5.6% (down from 5.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.7%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 1.2% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.
お知らせ • May 13Hamakyorex Co., Ltd., Annual General Meeting, Jun 14, 2023Hamakyorex Co., Ltd., Annual General Meeting, Jun 14, 2023.
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: 15 June 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%).
Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: JP¥114 (vs JP¥105 in 3Q 2022)Third quarter 2023 results: EPS: JP¥114 (up from JP¥105 in 3Q 2022). Revenue: JP¥34.9b (up 5.1% from 3Q 2022). Net income: JP¥2.14b (up 8.5% from 3Q 2022). Profit margin: 6.1% (up from 5.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥90.81 (vs JP¥84.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥90.81 (up from JP¥84.58 in 2Q 2022). Revenue: JP¥32.4b (up 5.7% from 2Q 2022). Net income: JP¥1.71b (up 7.4% from 2Q 2022). Profit margin: 5.3% (up from 5.2% in 2Q 2022). 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 4.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Katada Sumiko was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 11Hamakyorex Co., Ltd. to Report Q3, 2023 Results on Jan 30, 2023Hamakyorex Co., Ltd. announced that they will report Q3, 2023 results on Jan 30, 2023
Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥90.81 (vs JP¥84.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥90.81 (up from JP¥84.58 in 2Q 2022). Revenue: JP¥32.4b (up 5.7% from 2Q 2022). Net income: JP¥1.71b (up 7.4% from 2Q 2022). Profit margin: 5.3% (up from 5.2% in 2Q 2022). 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 5.0% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Buying Opportunity • Sep 22Now 20% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be JP¥4,016, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.5%. Revenue is forecast to grow by 9.1% in 2 years. Earnings is forecast to grow by 6.3% in the next 2 years.
Buying Opportunity • Sep 01Now 21% undervaluedOver the last 90 days, the stock is up 5.5%. The fair value is estimated to be JP¥3,960, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.5%. Revenue is forecast to grow by 9.5% in 2 years. Earnings is forecast to grow by 6.8% in the next 2 years.
お知らせ • Aug 20Hamakyorex Co., Ltd. to Report Q2, 2023 Results on Oct 28, 2022Hamakyorex Co., Ltd. announced that they will report Q2, 2023 results on Oct 28, 2022
Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥104 (vs JP¥95.81 in 1Q 2022)First quarter 2023 results: EPS: JP¥104 (up from JP¥95.81 in 1Q 2022). Revenue: JP¥32.5b (up 6.3% from 1Q 2022). Net income: JP¥1.96b (up 8.8% from 1Q 2022). Profit margin: 6.0% (up from 5.9% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.9%, compared to a 24% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Jun 20Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥379 (up from JP¥342 in FY 2021). Revenue: JP¥125.1b (up 5.2% from FY 2021). Net income: JP¥7.12b (up 11% from FY 2021). Profit margin: 5.7% (up from 5.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.7%. Over the next year, revenue is forecast to grow 5.5%, compared to a 24% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Jun 11Hamakyorex Co., Ltd. to Report Q1, 2023 Results on Jul 28, 2022Hamakyorex Co., Ltd. announced that they will report Q1, 2023 results on Jul 28, 2022
Reported Earnings • May 13Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥379 (up from JP¥342 in FY 2021). Revenue: JP¥125.1b (up 5.2% from FY 2021). Net income: JP¥7.12b (up 11% from FY 2021). Profit margin: 5.7% (up from 5.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.7%. Over the next year, revenue is forecast to grow 5.0%, compared to a 23% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • May 13Hamakyorex Co., Ltd., Annual General Meeting, Jun 14, 2022Hamakyorex Co., Ltd., Annual General Meeting, Jun 14, 2022.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Takeshi Mori was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Hamakyorex Co., Ltd. to Report Fiscal Year 2022 Results on May 11, 2022Hamakyorex Co., Ltd. announced that they will report fiscal year 2022 results on May 11, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 16 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
Reported Earnings • Jan 30Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥105 (down from JP¥105 in 3Q 2021). Revenue: JP¥33.2b (up 4.6% from 3Q 2021). Net income: JP¥1.98b (flat on 3Q 2021). Profit margin: 5.9% (down from 6.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 4.7%, compared to a 18% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Price Target Changed • Nov 19Price target decreased to JP¥3,200Down from JP¥3,450, the current price target is an average from 2 analysts. New target price is 6.7% above last closing price of JP¥2,998. Stock is down 1.2% over the past year. The company is forecast to post earnings per share of JP¥365 for next year compared to JP¥342 last year.
Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS JP¥84.58 (vs JP¥86.00 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¥30.7b (up 5.6% from 2Q 2021). Net income: JP¥1.59b (down 1.7% from 2Q 2021). Profit margin: 5.2% (down from 5.6% 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 5% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 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 Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).
Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥95.81 (vs JP¥81.48 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥30.6b (up 6.9% from 1Q 2021). Net income: JP¥1.80b (up 17% from 1Q 2021). Profit margin: 5.9% (up from 5.4% in 1Q 2021). 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 fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Jun 20Full year 2021 earnings released: EPS JP¥342 (vs JP¥328 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¥118.9b (down 2.9% from FY 2020). Net income: JP¥6.43b (up 3.1% from FY 2020). Profit margin: 5.4% (up from 5.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥342 (vs JP¥328 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¥118.9b (down 2.9% from FY 2020). Net income: JP¥6.43b (up 3.1% from FY 2020). Profit margin: 5.4% (up from 5.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 17 June 2021. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).
Is New 90 Day High Low • Mar 11New 90-day high: JP¥3,410The company is up 18% from its price of JP¥2,900 on 11 December 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥6,925 per share.
お知らせ • Mar 04Hamakyorex Co., Ltd. to Report Fiscal Year 2021 Results on May 11, 2021Hamakyorex Co., Ltd. announced that they will report fiscal year 2021 results on May 11, 2021
お知らせ • Feb 19Hamakyorex Co., Ltd. (TSE:9037) acquired Eishin Kyuso K.K./Maruko Logistics Ltd. from Isao Murakami, Shunichiro Murakami, Taeko Sugita and Katsuko Murakami.Hamakyorex Co., Ltd. (TSE:9037) signed a transfer agreement to acquire Eishin Kyuso K.K./Maruko Logistics Ltd. from Isao Murakami, Shunichiro Murakami, Taeko Sugita and Katsuko Murakami on February 18, 2021. As of September 30, 2021, Eishin and Maruko had networth of ¥117million and total assets of ¥245 million. Board of Directors of Hamakyorex approved the transaction. The impact of the Hamakyorex on his consolidated financial results for the fiscal year ending March 2021 will be minor. Hamakyorex Co., Ltd. (TSE:9037) completed te acquisition of Eishin Kyuso K.K./Maruko Logistics Ltd. from Isao Murakami, Shunichiro Murakami, Taeko Sugita and Katsuko Murakami on February 18, 2021.
Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥105 (vs JP¥92.61 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¥31.8b (down 2.2% from 3Q 2020). Net income: JP¥1.98b (up 12% from 3Q 2020). Profit margin: 6.2% (up from 5.4% 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 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Feb 03Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 3.0%. Over the next year, revenue is forecast to grow 4.0%, compared to a 1.0% growth forecast for the Transportation industry in Japan.
Is New 90 Day High Low • Feb 01New 90-day high: JP¥3,190The company is up 6.0% from its price of JP¥2,996 on 02 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥7,452 per share.
Is New 90 Day High Low • Dec 07New 90-day low: JP¥2,872The company is down 15% from its price of JP¥3,365 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥6,230 per share.
Price Target Changed • Dec 01Price target raised to JP¥3,400Up from JP¥3,000, the current price target is an average from 2 analysts. The new target price is 16% above the current share price of JP¥2,938. As of last close, the stock is down 19% over the past year.
お知らせ • Aug 09Hamakyorex Co., Ltd. to Report Q2, 2021 Results on Oct 28, 2020Hamakyorex Co., Ltd. announced that they will report Q2, 2021 results on Oct 28, 2020
