Senkon Logistics(9051)株式概要センコン物流株式会社は日本で様々な物流サービスを提供している。 詳細9051 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績1/6財務の健全性3/6配当金3/6リスク分析負債は営業キャッシュフローで十分にカバーされていない 過去5年間で収益は年間4.5%減少しました。 利益率(0.8%)は昨年より低い(2.7%) 意味のある時価総額がありません ( ¥7B )すべてのリスクチェックを見る9051 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW491,196 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 NarrativeBLINROAG491,196 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥1.35k11.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-628m24b2016201920222025202620282031Revenue JP¥24.4bEarnings JP¥204.9mAdvancedSet Fair ValueView all narrativesSenkon Logistics Co., Ltd. 競合他社Japan Logistic SystemsSymbol: TSE:9060Market cap: JP¥5.9bTohbu NetworkSymbol: TSE:9036Market cap: JP¥7.0bOkayamaken Freight TransportationSymbol: TSE:9063Market cap: JP¥7.9bKyogoku unyu shojiSymbol: TSE:9073Market cap: JP¥3.5b価格と性能株価の高値、安値、推移の概要Senkon Logistics過去の株価現在の株価JP¥1,348.0052週高値JP¥1,739.0052週安値JP¥1,155.00ベータ0.521ヶ月の変化4.66%3ヶ月変化6.98%1年変化9.59%3年間の変化68.71%5年間の変化60.48%IPOからの変化3.69%最新ニュースお知らせ • Jun 13Senkon Logistics Co., Ltd. to Report Q1, 2027 Results on Aug 10, 2026Senkon Logistics Co., Ltd. announced that they will report Q1, 2027 results on Aug 10, 2026Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥33.64 (vs JP¥102 in FY 2025)Full year 2026 results: EPS: JP¥33.64 (down from JP¥102 in FY 2025). Revenue: JP¥19.9b (up 5.8% from FY 2025). Net income: JP¥167.0m (down 67% from FY 2025). Profit margin: 0.8% (down from 2.7% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.お知らせ • May 15Senkon Logistics Co., Ltd., Annual General Meeting, Jun 26, 2026Senkon Logistics Co., Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • May 10Senkon Logistics Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Senkon Logistics Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 12% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.9%).Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥14.33 (vs JP¥23.49 in 3Q 2025)Third quarter 2026 results: EPS: JP¥14.33 (down from JP¥23.49 in 3Q 2025). Revenue: JP¥5.27b (up 13% from 3Q 2025). Net income: JP¥71.0m (down 39% from 3Q 2025). Profit margin: 1.3% (down from 2.5% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.最新情報をもっと見るRecent updatesお知らせ • Jun 13Senkon Logistics Co., Ltd. to Report Q1, 2027 Results on Aug 10, 2026Senkon Logistics Co., Ltd. announced that they will report Q1, 2027 results on Aug 10, 2026Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥33.64 (vs JP¥102 in FY 2025)Full year 2026 results: EPS: JP¥33.64 (down from JP¥102 in FY 2025). Revenue: JP¥19.9b (up 5.8% from FY 2025). Net income: JP¥167.0m (down 67% from FY 2025). Profit margin: 0.8% (down from 2.7% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.お知らせ • May 15Senkon Logistics Co., Ltd., Annual General Meeting, Jun 26, 2026Senkon Logistics Co., Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • May 10Senkon Logistics Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Senkon Logistics Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 12% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.9%).Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥14.33 (vs JP¥23.49 in 3Q 2025)Third quarter 2026 results: EPS: JP¥14.33 (down from JP¥23.49 in 3Q 2025). Revenue: JP¥5.27b (up 13% from 3Q 2025). Net income: JP¥71.0m (down 39% from 3Q 2025). Profit margin: 1.3% (down from 2.5% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.お知らせ • Dec 13Senkon Logistics Co., Ltd. to Report Q3, 2026 Results on Feb 12, 2026Senkon Logistics Co., Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥18.11 (vs JP¥31.50 in 2Q 2025)Second quarter 2026 results: EPS: JP¥18.11 (down from JP¥31.50 in 2Q 2025). Revenue: JP¥4.80b (down 2.1% from 2Q 2025). Net income: JP¥90.0m (down 43% from 2Q 2025). Profit margin: 1.9% (down from 3.2% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,288, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 13x in the Transportation industry in Japan. Total returns to shareholders of 77% over the past three years.Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.8%).お知らせ • Sep 14Senkon Logistics Co., Ltd. to Report Q2, 2026 Results on Nov 12, 2025Senkon Logistics Co., Ltd. announced that they will report Q2, 2026 results on Nov 12, 2025分析記事 • Aug 28Subdued Growth No Barrier To Senkon Logistics Co., Ltd. (TSE:9051) With Shares Advancing 32%Senkon Logistics Co., Ltd. ( TSE:9051 ) shares have continued their recent momentum with a 32% gain in the last month...Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,542, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 13x in the Transportation industry in Japan. Total returns to shareholders of 103% over the past three years.Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥11.85 (vs JP¥26.88 in 1Q 2025)First quarter 2026 results: EPS: JP¥11.85 (down from JP¥26.88 in 1Q 2025). Revenue: JP¥4.65b (up 6.7% from 1Q 2025). Net income: JP¥59.0m (down 56% from 1Q 2025). Profit margin: 1.3% (down from 3.1% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 05Additional Considerations Required While Assessing Senkon Logistics' (TSE:9051) Strong EarningsDespite posting some strong earnings, the market for Senkon Logistics Co., Ltd.'s ( TSE:9051 ) stock hasn't moved much...お知らせ • Jun 13Senkon Logistics Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Senkon Logistics Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥102 (vs JP¥76.12 in FY 2024)Full year 2025 results: EPS: JP¥102 (up from JP¥76.12 in FY 2024). Revenue: JP¥18.8b (up 7.3% from FY 2024). Net income: JP¥506.0m (up 33% from FY 2024). Profit margin: 2.7% (up from 2.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 15Senkon Logistics Co., Ltd., Annual General Meeting, Jun 27, 2025Senkon Logistics Co., Ltd., Annual General Meeting, Jun 27, 2025.Valuation Update With 7 Day Price Move • Apr 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥995, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 10x in the Transportation industry in Japan. Total returns to shareholders of 32% over the past three years.New Risk • Mar 28New 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 5.8% 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: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥5.40b market cap, or US$35.8m).Upcoming Dividend • Mar 21Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.7%).お知らせ • Mar 08Senkon Logistics Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Senkon Logistics Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025分析記事 • Mar 05Senkon Logistics Co., Ltd.'s (TSE:9051) Shares Bounce 26% But Its Business Still Trails The MarketThe Senkon Logistics Co., Ltd. ( TSE:9051 ) share price has done very well over the last month, posting an excellent...Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: JP¥23.49 (vs JP¥20.85 in 3Q 2024)Third quarter 2025 results: EPS: JP¥23.49 (up from JP¥20.85 in 3Q 2024). Revenue: JP¥4.67b (flat on 3Q 2024). Net income: JP¥117.0m (up 13% from 3Q 2024). Profit margin: 2.5% (up from 2.2% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Feb 12Senkon Logistics Co., Ltd. (TSE:9051) announces an Equity Buyback for 50,000 shares, representing 1% for ¥50 million.Senkon Logistics Co., Ltd. (TSE:9051) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 1% of its share capital (excluding treasury shares), for ¥50 million. The purpose of the program is to implement a flexible capital policy that responds to changes in the business environment and to enhance returns to shareholders. The program will run until December 31, 2025. As of January 31, 2025, the company had 4,979,661 shares outstanding (excluding treasury shares) and 671,339 shares in treasury.お知らせ • Dec 13Senkon Logistics Co., Ltd. to Report Q3, 2025 Results on Feb 12, 2025Senkon Logistics Co., Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025Reported Earnings • Nov 18Second quarter 2025 earnings released: EPS: JP¥31.50 (vs JP¥21.51 in 2Q 2024)Second quarter 2025 results: EPS: JP¥31.50 (up from JP¥21.51 in 2Q 2024). Revenue: JP¥4.91b (up 14% from 2Q 2024). Net income: JP¥157.0m (up 45% from 2Q 2024). Profit margin: 3.2% (up from 2.5% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.分析記事 • Oct 03Why Investors Shouldn't Be Surprised By Senkon Logistics Co., Ltd.'s (TSE:9051) Low P/EWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 14x, you may consider Senkon...Upcoming Dividend • Sep 20Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.6%).お知らせ • Sep 14Senkon Logistics Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Senkon Logistics Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024お知らせ • Jun 10Senkon Logistics Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Senkon Logistics Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024分析記事 • May 22Senkon Logistics' (TSE:9051) Conservative Accounting Might Explain Soft EarningsThe market for Senkon Logistics Co., Ltd.'s ( TSE:9051 ) shares didn't move much after it posted weak earnings...Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥76.12 (vs JP¥103 in FY 2023)Full year 2024 results: EPS: JP¥76.12 (down from JP¥103 in FY 2023). Revenue: JP¥17.5b (up 8.0% from FY 2023). Net income: JP¥381.0m (down 27% from FY 2023). Profit margin: 2.2% (down from 3.2% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 2% per year.お知らせ • May 17Senkon Logistics Co., Ltd., Annual General Meeting, Jun 27, 2024Senkon Logistics Co., Ltd., Annual General Meeting, Jun 27, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.2%).お知らせ • Mar 10Senkon Logistics Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Senkon Logistics Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥20.85 (vs JP¥28.35 in 3Q 2023)Third quarter 2024 results: EPS: JP¥20.85 (down from JP¥28.35 in 3Q 2023). Revenue: JP¥4.63b (up 8.5% from 3Q 2023). Net income: JP¥104.0m (down 27% from 3Q 2023). Profit margin: 2.2% (down from 3.4% in 3Q 2023). The decrease in margin was driven by higher expenses. 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 1% per year.お知らせ • Dec 10Senkon Logistics Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Senkon Logistics Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥21.51 (vs JP¥33.76 in 2Q 2023)Second quarter 2024 results: EPS: JP¥21.51 (down from JP¥33.76 in 2Q 2023). Revenue: JP¥4.31b (up 4.2% from 2Q 2023). Net income: JP¥108.0m (down 37% from 2Q 2023). Profit margin: 2.5% (down from 4.2% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 23Senkon Logistics Co., Ltd. (TSE:9051) announces an Equity Buyback for 33,000 shares, for ¥27.56 million.Senkon Logistics Co., Ltd. (TSE:9051) announces a share repurchase program. Under the program, the company will repurchase up to 33,000 shares, representing 0.66% of its issued share capital (excluding treasury stock), for a total purchase price of ¥27.56 million. The shares will be repurchased at a price of ¥835 per share. The purpose of the program is to implementing flexible capital policies in response to changes in the business environment and to return profits to shareholders. As of August 31, 2023, the company has 5,022,361 issued shares (excluding treasury stock) and 628,639 treasury shares.Upcoming Dividend • Sep 21Upcoming dividend of JP¥7.50 per share at 1.8% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.2%).お知らせ • Sep 10Senkon Logistics Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Senkon Logistics Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023Reported Earnings • Aug 11First quarter 2024 earnings released: EPS: JP¥10.35 (vs JP¥22.94 in 1Q 2023)First quarter 2024 results: EPS: JP¥10.35 (down from JP¥22.94 in 1Q 2023). Revenue: JP¥3.86b (up 3.4% from 1Q 2023). Net income: JP¥52.0m (down 56% from 1Q 2023). Profit margin: 1.3% (down from 3.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 11Senkon Logistics Co., Ltd. to Report Q1, 2024 Results on Aug 09, 2023Senkon Logistics Co., Ltd. announced that they will report Q1, 2024 results on Aug 09, 2023Reported Earnings • May 20Full year 2023 earnings released: EPS: JP¥103 (vs JP¥94.94 in FY 2022)Full year 2023 results: EPS: JP¥103 (up from JP¥94.94 in FY 2022). Revenue: JP¥16.2b (down 2.9% from FY 2022). Net income: JP¥522.0m (up 6.7% from FY 2022). Profit margin: 3.2% (up from 2.9% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • May 17Senkon Logistics Co., Ltd., Annual General Meeting, Jun 29, 2023Senkon Logistics Co., Ltd., Annual General Meeting, Jun 29, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.50 per share at 1.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.1%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥28.35 (vs JP¥26.05 in 3Q 2022)Third quarter 2023 results: EPS: JP¥28.35 (up from JP¥26.05 in 3Q 2022). Revenue: JP¥4.27b (flat on 3Q 2022). Net income: JP¥143.0m (up 6.7% from 3Q 2022). Profit margin: 3.4% (up from 3.2% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 11Senkon Logistics Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Senkon Logistics Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent External Director Kaoru Ogashiwa was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥33.76 (vs JP¥29.09 in 2Q 2022)Second quarter 2023 results: EPS: JP¥33.76 (up from JP¥29.09 in 2Q 2022). Revenue: JP¥4.14b (down 3.7% from 2Q 2022). Net income: JP¥172.0m (up 15% from 2Q 2022). Profit margin: 4.2% (up from 3.5% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).お知らせ • Sep 11Senkon Logistics Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022Senkon Logistics Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥22.94 (vs JP¥26.71 in 1Q 2022)First quarter 2023 results: EPS: JP¥22.94 (down from JP¥26.71 in 1Q 2022). Revenue: JP¥3.73b (down 7.9% from 1Q 2022). Net income: JP¥117.0m (down 15% from 1Q 2022). Profit margin: 3.1% (down from 3.4% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 11Senkon Logistics Co., Ltd. (TSE:9051) announces an Equity Buyback for 100,000 shares, representing 1.96% for ¥90 million.Senkon Logistics Co., Ltd. (TSE:9051) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.96% of its issued share capital (excluding treasury stock), for a total purchase price of ¥90 million. The purpose of the program is to enhance the return of profits to shareholders. The program will continue through June 30, 2023. As of July 31, 2022, the company had 5,098,061 issued shares (excluding treasury stock) and 552,939 treasury shares.お知らせ • Jun 12Senkon Logistics Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022Senkon Logistics Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent External Director Kaoru Ogashiwa was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 18Senkon Logistics Co., Ltd., Annual General Meeting, Jun 29, 2022Senkon Logistics Co., Ltd., Annual General Meeting, Jun 29, 2022.お知らせ • Apr 08Senkon Logistics Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Senkon Logistics Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥26.05 (up from JP¥20.14 in 3Q 2021). Revenue: JP¥4.25b (up 2.6% from 3Q 2021). Net income: JP¥134.0m (up 26% from 3Q 2021). Profit margin: 3.2% (up from 2.6% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥29.09 (vs JP¥16.27 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥4.30b (up 7.6% from 2Q 2021). Net income: JP¥150.0m (up 77% from 2Q 2021). Profit margin: 3.5% (up from 2.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).お知らせ • Sep 02Senkon Logistics Co., Ltd. (JASDAQ:9051) announces an Equity Buyback for 100,000 shares, representing 1.94% for ¥90 million.Senkon Logistics Co., Ltd. (JASDAQ:9051) announces a share repurchase program. Under the program, the company will repurchase 100,000 shares, representing 1.94% of the outstanding shares for ¥90 million. The purpose of the program is to implement a flexible capital policy in response to changes in the business environment and to improve shareholder returns. The program will run until June 30, 2022. As of August 31, 2021, the company had 5,158,661 shares outstanding and 492,339 shares in treasury.Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥26.71 (vs JP¥19.33 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥4.05b (up 13% from 1Q 2021). Net income: JP¥138.0m (up 37% from 1Q 2021). Profit margin: 3.4% (up from 2.8% 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 88% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥67.76 (vs JP¥42.89 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥16.1b (flat on FY 2020). Net income: JP¥355.0m (up 70% from FY 2020). Profit margin: 2.2% (up from 1.3% in FY 2020). Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).お知らせ • Mar 14Senkon Logistics Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Senkon Logistics Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021分析記事 • Mar 09We Like These Underlying Trends At Senkon Logistics (TYO:9051)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...Is New 90 Day High Low • Feb 25New 90-day high: JP¥841The company is up 14% from its price of JP¥736 on 27 November 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 8.0% over the same period.Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥22.04 (vs JP¥6.27 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥4.15b (up 13% from 3Q 2020). Net income: JP¥116.0m (up 287% from 3Q 2020). Profit margin: 2.8% (up from 0.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 10We Think Senkon Logistics (TYO:9051) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Is New 90 Day High Low • Feb 02New 90-day high: JP¥777The company is up 6.0% from its price of JP¥734 on 04 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 7.0% over the same period.分析記事 • Jan 14Senkon Logistics Co., Ltd. (TYO:9051) Has A ROE Of 5.7%Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...Is New 90 Day High Low • Jan 04New 90-day high: JP¥770The company is up 5.0% from its price of JP¥730 on 06 October 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Transportation industry, which is up 1.0% over the same period.お知らせ • Dec 26Senkon Logistics Co., Ltd. to Report Q3, 2021 Results on Feb 10, 2021Senkon Logistics Co., Ltd. announced that they will report Q3, 2021 results on Feb 10, 2021分析記事 • Dec 11Are Senkon Logistics's (TYO:9051) Statutory Earnings A Good Guide To Its Underlying Profitability?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...Reported Earnings • Nov 15Second quarter 2021 earnings released: EPS JP¥16.27The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥3.99b (down 10% from 2Q 2020). Net income: JP¥85.0m (down 12% from 2Q 2020). Profit margin: 2.1% (down from 2.2% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming Dividend of JP¥5.00 Per ShareWill be paid on the 6th of December to those who are registered shareholders by the 29th of September. The trailing yield of 1.6% is below the top quartile of Japanese dividend payers (3.1%), but is in line with industry peers (1.6%).お知らせ • Sep 11Senkon Logistics Co., Ltd. to Report Q2, 2021 Results on Nov 12, 2020Senkon Logistics Co., Ltd. announced that they will report Q2, 2021 results on Nov 12, 2020株主還元9051JP TransportationJP 市場7D1.4%2.4%-1.0%1Y9.6%3.3%41.9%株主還元を見る業界別リターン: 9051過去 1 年間で3.3 % 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: 9051は、過去 1 年間で41.9 % のリターンを上げたJP市場を下回りました。価格変動Is 9051's price volatile compared to industry and market?9051 volatility9051 Average Weekly Movement4.0%Transportation Industry Average Movement3.0%Market Average Movement4.3%10% most volatile stocks in JP Market9.2%10% least volatile stocks in JP Market2.1%安定した株価: 9051 、 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: 9051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1959449Haruo Kubotawww.senkon.co.jpセンコン物流株式会社は日本で様々な物流サービスを提供している。一般貨物自動車運送事業、貨物自動車運送取扱事業、航空運送代理店業、倉庫業、通関業、農業機械修理業、産業廃棄物収集運搬業、自動車分解整備業、保険代理店業、不動産賃貸業、労働者派遣業などを行っている。また、貨物の梱包・開梱作業、新車・中古車の販売、石材・土砂・砂利などの集荷・販売も行っている。また、物流機器・各種梱包資材の設計・製造・販売・レンタル・輸出入、保守管理・管理医療機器の販売・レンタル、放射能汚染除去工事・除去装置の販売、自然エネルギー発電・供給、発電設備の販売も行っている。また、骨董品の売買、コンピュータおよび周辺ソフトウェアの設計・開発・保守・販売、食料品・飲料・日用品の卸売、土木建築資材の販売、農水産物の生産・加工・輸出入・販売も行っている。また、木材・プラスチック等の複合材料、建築・土木工事の施工・設計・監理も行っている。センコン物流は1959年に設立され、仙台に本社を置く。もっと見るSenkon Logistics Co., Ltd. 基礎のまとめSenkon Logistics の収益と売上を時価総額と比較するとどうか。9051 基礎統計学時価総額JP¥6.69b収益(TTM)JP¥167.00m売上高(TTM)JP¥19.92b39.9xPER(株価収益率0.3xP/Sレシオ9051 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9051 損益計算書(TTM)収益JP¥19.92b売上原価JP¥16.43b売上総利益JP¥3.49bその他の費用JP¥3.32b収益JP¥167.00m直近の収益報告Mar 31, 2026次回決算日Aug 10, 2026一株当たり利益(EPS)33.80グロス・マージン17.52%純利益率0.84%有利子負債/自己資本比率120.8%9051 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1.1%現在の配当利回り45%配当性向View Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/07/03 09:30終値2026/07/03 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Senkon Logistics Co., Ltd. 0 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。0
お知らせ • Jun 13Senkon Logistics Co., Ltd. to Report Q1, 2027 Results on Aug 10, 2026Senkon Logistics Co., Ltd. announced that they will report Q1, 2027 results on Aug 10, 2026
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥33.64 (vs JP¥102 in FY 2025)Full year 2026 results: EPS: JP¥33.64 (down from JP¥102 in FY 2025). Revenue: JP¥19.9b (up 5.8% from FY 2025). Net income: JP¥167.0m (down 67% from FY 2025). Profit margin: 0.8% (down from 2.7% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
お知らせ • May 15Senkon Logistics Co., Ltd., Annual General Meeting, Jun 26, 2026Senkon Logistics Co., Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • May 10Senkon Logistics Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Senkon Logistics Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 12% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.9%).
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥14.33 (vs JP¥23.49 in 3Q 2025)Third quarter 2026 results: EPS: JP¥14.33 (down from JP¥23.49 in 3Q 2025). Revenue: JP¥5.27b (up 13% from 3Q 2025). Net income: JP¥71.0m (down 39% from 3Q 2025). Profit margin: 1.3% (down from 2.5% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
お知らせ • Jun 13Senkon Logistics Co., Ltd. to Report Q1, 2027 Results on Aug 10, 2026Senkon Logistics Co., Ltd. announced that they will report Q1, 2027 results on Aug 10, 2026
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥33.64 (vs JP¥102 in FY 2025)Full year 2026 results: EPS: JP¥33.64 (down from JP¥102 in FY 2025). Revenue: JP¥19.9b (up 5.8% from FY 2025). Net income: JP¥167.0m (down 67% from FY 2025). Profit margin: 0.8% (down from 2.7% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
お知らせ • May 15Senkon Logistics Co., Ltd., Annual General Meeting, Jun 26, 2026Senkon Logistics Co., Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • May 10Senkon Logistics Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Senkon Logistics Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 12% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.9%).
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥14.33 (vs JP¥23.49 in 3Q 2025)Third quarter 2026 results: EPS: JP¥14.33 (down from JP¥23.49 in 3Q 2025). Revenue: JP¥5.27b (up 13% from 3Q 2025). Net income: JP¥71.0m (down 39% from 3Q 2025). Profit margin: 1.3% (down from 2.5% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
お知らせ • Dec 13Senkon Logistics Co., Ltd. to Report Q3, 2026 Results on Feb 12, 2026Senkon Logistics Co., Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026
Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥18.11 (vs JP¥31.50 in 2Q 2025)Second quarter 2026 results: EPS: JP¥18.11 (down from JP¥31.50 in 2Q 2025). Revenue: JP¥4.80b (down 2.1% from 2Q 2025). Net income: JP¥90.0m (down 43% from 2Q 2025). Profit margin: 1.9% (down from 3.2% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,288, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 13x in the Transportation industry in Japan. Total returns to shareholders of 77% over the past three years.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.8%).
お知らせ • Sep 14Senkon Logistics Co., Ltd. to Report Q2, 2026 Results on Nov 12, 2025Senkon Logistics Co., Ltd. announced that they will report Q2, 2026 results on Nov 12, 2025
分析記事 • Aug 28Subdued Growth No Barrier To Senkon Logistics Co., Ltd. (TSE:9051) With Shares Advancing 32%Senkon Logistics Co., Ltd. ( TSE:9051 ) shares have continued their recent momentum with a 32% gain in the last month...
Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,542, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 13x in the Transportation industry in Japan. Total returns to shareholders of 103% over the past three years.
Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥11.85 (vs JP¥26.88 in 1Q 2025)First quarter 2026 results: EPS: JP¥11.85 (down from JP¥26.88 in 1Q 2025). Revenue: JP¥4.65b (up 6.7% from 1Q 2025). Net income: JP¥59.0m (down 56% from 1Q 2025). Profit margin: 1.3% (down from 3.1% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 05Additional Considerations Required While Assessing Senkon Logistics' (TSE:9051) Strong EarningsDespite posting some strong earnings, the market for Senkon Logistics Co., Ltd.'s ( TSE:9051 ) stock hasn't moved much...
お知らせ • Jun 13Senkon Logistics Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Senkon Logistics Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥102 (vs JP¥76.12 in FY 2024)Full year 2025 results: EPS: JP¥102 (up from JP¥76.12 in FY 2024). Revenue: JP¥18.8b (up 7.3% from FY 2024). Net income: JP¥506.0m (up 33% from FY 2024). Profit margin: 2.7% (up from 2.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 15Senkon Logistics Co., Ltd., Annual General Meeting, Jun 27, 2025Senkon Logistics Co., Ltd., Annual General Meeting, Jun 27, 2025.
Valuation Update With 7 Day Price Move • Apr 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥995, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 10x in the Transportation industry in Japan. Total returns to shareholders of 32% over the past three years.
New Risk • Mar 28New 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 5.8% 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: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥5.40b market cap, or US$35.8m).
Upcoming Dividend • Mar 21Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.7%).
お知らせ • Mar 08Senkon Logistics Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Senkon Logistics Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025
分析記事 • Mar 05Senkon Logistics Co., Ltd.'s (TSE:9051) Shares Bounce 26% But Its Business Still Trails The MarketThe Senkon Logistics Co., Ltd. ( TSE:9051 ) share price has done very well over the last month, posting an excellent...
Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: JP¥23.49 (vs JP¥20.85 in 3Q 2024)Third quarter 2025 results: EPS: JP¥23.49 (up from JP¥20.85 in 3Q 2024). Revenue: JP¥4.67b (flat on 3Q 2024). Net income: JP¥117.0m (up 13% from 3Q 2024). Profit margin: 2.5% (up from 2.2% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Feb 12Senkon Logistics Co., Ltd. (TSE:9051) announces an Equity Buyback for 50,000 shares, representing 1% for ¥50 million.Senkon Logistics Co., Ltd. (TSE:9051) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 1% of its share capital (excluding treasury shares), for ¥50 million. The purpose of the program is to implement a flexible capital policy that responds to changes in the business environment and to enhance returns to shareholders. The program will run until December 31, 2025. As of January 31, 2025, the company had 4,979,661 shares outstanding (excluding treasury shares) and 671,339 shares in treasury.
お知らせ • Dec 13Senkon Logistics Co., Ltd. to Report Q3, 2025 Results on Feb 12, 2025Senkon Logistics Co., Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025
Reported Earnings • Nov 18Second quarter 2025 earnings released: EPS: JP¥31.50 (vs JP¥21.51 in 2Q 2024)Second quarter 2025 results: EPS: JP¥31.50 (up from JP¥21.51 in 2Q 2024). Revenue: JP¥4.91b (up 14% from 2Q 2024). Net income: JP¥157.0m (up 45% from 2Q 2024). Profit margin: 3.2% (up from 2.5% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
分析記事 • Oct 03Why Investors Shouldn't Be Surprised By Senkon Logistics Co., Ltd.'s (TSE:9051) Low P/EWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 14x, you may consider Senkon...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.6%).
お知らせ • Sep 14Senkon Logistics Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Senkon Logistics Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024
お知らせ • Jun 10Senkon Logistics Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Senkon Logistics Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
分析記事 • May 22Senkon Logistics' (TSE:9051) Conservative Accounting Might Explain Soft EarningsThe market for Senkon Logistics Co., Ltd.'s ( TSE:9051 ) shares didn't move much after it posted weak earnings...
Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥76.12 (vs JP¥103 in FY 2023)Full year 2024 results: EPS: JP¥76.12 (down from JP¥103 in FY 2023). Revenue: JP¥17.5b (up 8.0% from FY 2023). Net income: JP¥381.0m (down 27% from FY 2023). Profit margin: 2.2% (down from 3.2% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 2% per year.
お知らせ • May 17Senkon Logistics Co., Ltd., Annual General Meeting, Jun 27, 2024Senkon Logistics Co., Ltd., Annual General Meeting, Jun 27, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.2%).
お知らせ • Mar 10Senkon Logistics Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Senkon Logistics Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥20.85 (vs JP¥28.35 in 3Q 2023)Third quarter 2024 results: EPS: JP¥20.85 (down from JP¥28.35 in 3Q 2023). Revenue: JP¥4.63b (up 8.5% from 3Q 2023). Net income: JP¥104.0m (down 27% from 3Q 2023). Profit margin: 2.2% (down from 3.4% in 3Q 2023). The decrease in margin was driven by higher expenses. 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 1% per year.
お知らせ • Dec 10Senkon Logistics Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Senkon Logistics Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥21.51 (vs JP¥33.76 in 2Q 2023)Second quarter 2024 results: EPS: JP¥21.51 (down from JP¥33.76 in 2Q 2023). Revenue: JP¥4.31b (up 4.2% from 2Q 2023). Net income: JP¥108.0m (down 37% from 2Q 2023). Profit margin: 2.5% (down from 4.2% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 23Senkon Logistics Co., Ltd. (TSE:9051) announces an Equity Buyback for 33,000 shares, for ¥27.56 million.Senkon Logistics Co., Ltd. (TSE:9051) announces a share repurchase program. Under the program, the company will repurchase up to 33,000 shares, representing 0.66% of its issued share capital (excluding treasury stock), for a total purchase price of ¥27.56 million. The shares will be repurchased at a price of ¥835 per share. The purpose of the program is to implementing flexible capital policies in response to changes in the business environment and to return profits to shareholders. As of August 31, 2023, the company has 5,022,361 issued shares (excluding treasury stock) and 628,639 treasury shares.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥7.50 per share at 1.8% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.2%).
お知らせ • Sep 10Senkon Logistics Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Senkon Logistics Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023
Reported Earnings • Aug 11First quarter 2024 earnings released: EPS: JP¥10.35 (vs JP¥22.94 in 1Q 2023)First quarter 2024 results: EPS: JP¥10.35 (down from JP¥22.94 in 1Q 2023). Revenue: JP¥3.86b (up 3.4% from 1Q 2023). Net income: JP¥52.0m (down 56% from 1Q 2023). Profit margin: 1.3% (down from 3.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 11Senkon Logistics Co., Ltd. to Report Q1, 2024 Results on Aug 09, 2023Senkon Logistics Co., Ltd. announced that they will report Q1, 2024 results on Aug 09, 2023
Reported Earnings • May 20Full year 2023 earnings released: EPS: JP¥103 (vs JP¥94.94 in FY 2022)Full year 2023 results: EPS: JP¥103 (up from JP¥94.94 in FY 2022). Revenue: JP¥16.2b (down 2.9% from FY 2022). Net income: JP¥522.0m (up 6.7% from FY 2022). Profit margin: 3.2% (up from 2.9% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • May 17Senkon Logistics Co., Ltd., Annual General Meeting, Jun 29, 2023Senkon Logistics Co., Ltd., Annual General Meeting, Jun 29, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.50 per share at 1.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.1%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥28.35 (vs JP¥26.05 in 3Q 2022)Third quarter 2023 results: EPS: JP¥28.35 (up from JP¥26.05 in 3Q 2022). Revenue: JP¥4.27b (flat on 3Q 2022). Net income: JP¥143.0m (up 6.7% from 3Q 2022). Profit margin: 3.4% (up from 3.2% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 11Senkon Logistics Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Senkon Logistics Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent External Director Kaoru Ogashiwa was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥33.76 (vs JP¥29.09 in 2Q 2022)Second quarter 2023 results: EPS: JP¥33.76 (up from JP¥29.09 in 2Q 2022). Revenue: JP¥4.14b (down 3.7% from 2Q 2022). Net income: JP¥172.0m (up 15% from 2Q 2022). Profit margin: 4.2% (up from 3.5% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).
お知らせ • Sep 11Senkon Logistics Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022Senkon Logistics Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022
Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥22.94 (vs JP¥26.71 in 1Q 2022)First quarter 2023 results: EPS: JP¥22.94 (down from JP¥26.71 in 1Q 2022). Revenue: JP¥3.73b (down 7.9% from 1Q 2022). Net income: JP¥117.0m (down 15% from 1Q 2022). Profit margin: 3.1% (down from 3.4% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 11Senkon Logistics Co., Ltd. (TSE:9051) announces an Equity Buyback for 100,000 shares, representing 1.96% for ¥90 million.Senkon Logistics Co., Ltd. (TSE:9051) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.96% of its issued share capital (excluding treasury stock), for a total purchase price of ¥90 million. The purpose of the program is to enhance the return of profits to shareholders. The program will continue through June 30, 2023. As of July 31, 2022, the company had 5,098,061 issued shares (excluding treasury stock) and 552,939 treasury shares.
お知らせ • Jun 12Senkon Logistics Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022Senkon Logistics Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022
Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent External Director Kaoru Ogashiwa was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 18Senkon Logistics Co., Ltd., Annual General Meeting, Jun 29, 2022Senkon Logistics Co., Ltd., Annual General Meeting, Jun 29, 2022.
お知らせ • Apr 08Senkon Logistics Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Senkon Logistics Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥26.05 (up from JP¥20.14 in 3Q 2021). Revenue: JP¥4.25b (up 2.6% from 3Q 2021). Net income: JP¥134.0m (up 26% from 3Q 2021). Profit margin: 3.2% (up from 2.6% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥29.09 (vs JP¥16.27 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥4.30b (up 7.6% from 2Q 2021). Net income: JP¥150.0m (up 77% from 2Q 2021). Profit margin: 3.5% (up from 2.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).
お知らせ • Sep 02Senkon Logistics Co., Ltd. (JASDAQ:9051) announces an Equity Buyback for 100,000 shares, representing 1.94% for ¥90 million.Senkon Logistics Co., Ltd. (JASDAQ:9051) announces a share repurchase program. Under the program, the company will repurchase 100,000 shares, representing 1.94% of the outstanding shares for ¥90 million. The purpose of the program is to implement a flexible capital policy in response to changes in the business environment and to improve shareholder returns. The program will run until June 30, 2022. As of August 31, 2021, the company had 5,158,661 shares outstanding and 492,339 shares in treasury.
Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥26.71 (vs JP¥19.33 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥4.05b (up 13% from 1Q 2021). Net income: JP¥138.0m (up 37% from 1Q 2021). Profit margin: 3.4% (up from 2.8% 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 88% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥67.76 (vs JP¥42.89 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥16.1b (flat on FY 2020). Net income: JP¥355.0m (up 70% from FY 2020). Profit margin: 2.2% (up from 1.3% in FY 2020). Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).
お知らせ • Mar 14Senkon Logistics Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Senkon Logistics Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021
分析記事 • Mar 09We Like These Underlying Trends At Senkon Logistics (TYO:9051)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
Is New 90 Day High Low • Feb 25New 90-day high: JP¥841The company is up 14% from its price of JP¥736 on 27 November 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 8.0% over the same period.
Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥22.04 (vs JP¥6.27 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥4.15b (up 13% from 3Q 2020). Net income: JP¥116.0m (up 287% from 3Q 2020). Profit margin: 2.8% (up from 0.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 10We Think Senkon Logistics (TYO:9051) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Is New 90 Day High Low • Feb 02New 90-day high: JP¥777The company is up 6.0% from its price of JP¥734 on 04 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 7.0% over the same period.
分析記事 • Jan 14Senkon Logistics Co., Ltd. (TYO:9051) Has A ROE Of 5.7%Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...
Is New 90 Day High Low • Jan 04New 90-day high: JP¥770The company is up 5.0% from its price of JP¥730 on 06 October 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Transportation industry, which is up 1.0% over the same period.
お知らせ • Dec 26Senkon Logistics Co., Ltd. to Report Q3, 2021 Results on Feb 10, 2021Senkon Logistics Co., Ltd. announced that they will report Q3, 2021 results on Feb 10, 2021
分析記事 • Dec 11Are Senkon Logistics's (TYO:9051) Statutory Earnings A Good Guide To Its Underlying Profitability?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...
Reported Earnings • Nov 15Second quarter 2021 earnings released: EPS JP¥16.27The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥3.99b (down 10% from 2Q 2020). Net income: JP¥85.0m (down 12% from 2Q 2020). Profit margin: 2.1% (down from 2.2% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming Dividend of JP¥5.00 Per ShareWill be paid on the 6th of December to those who are registered shareholders by the 29th of September. The trailing yield of 1.6% is below the top quartile of Japanese dividend payers (3.1%), but is in line with industry peers (1.6%).
お知らせ • Sep 11Senkon Logistics Co., Ltd. to Report Q2, 2021 Results on Nov 12, 2020Senkon Logistics Co., Ltd. announced that they will report Q2, 2021 results on Nov 12, 2020