Fukuyama Transporting（9075）株式概要福山通運株式会社は、日本、中国、ベトナム、香港、カンボジア、マレーシア、タイで物流会社として事業を展開している。 詳細9075 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績3/6財務の健全性4/6配当金4/6報酬過去1年間で収益は56.6%増加しました リスク分析今後3年間の収益は年平均1.8%減少すると予測されている。 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る9075 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¥6.32k10.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0375b2016201920222025202620282031Revenue JP¥375.1bEarnings JP¥16.1bAdvancedSet Fair ValueView all narrativesFukuyama Transporting Co., Ltd. 競合他社Maruzen Showa UnyuSymbol: TSE:9068Market cap: JP¥158.8bSakai Moving ServiceLtdSymbol: TSE:9039Market cap: JP¥113.6bSeino HoldingsSymbol: TSE:9076Market cap: JP¥384.0bNIKKON HoldingsLtdSymbol: TSE:9072Market cap: JP¥699.0b価格と性能株価の高値、安値、推移の概要Fukuyama Transporting過去の株価現在の株価JP¥6,320.0052週高値JP¥6,410.0052週安値JP¥3,185.00ベータ0.341ヶ月の変化20.38%3ヶ月変化15.96%1年変化90.94%3年間の変化86.98%5年間の変化55.47%IPOからの変化2.88%最新ニュースライブニュース • May 15Fukuyama Transporting Extends Defense Plan to 2029 With Higher Profits and Dividend OutlookFukuyama Transporting plans to extend its takeover defense plan through 2029, subject to shareholder approval, with auditors supporting the move. The company frames the defense plan as a way to secure time and information for shareholders and to negotiate constructively with any potential acquirers. Fukuyama Transporting reported stronger revenue and sharply higher profits in FY2026, supporting a higher annual dividend and guiding to further profit growth and a dividend increase in FY2027. The combination of an extended takeover defense plan and improving earnings with a rising dividend indicates that management is prioritising both continuity of control and direct cash returns to shareholders. It may be useful to monitor how shareholders respond to the defense extension at upcoming meetings and whether future profit and dividend outcomes align with the current outlook.お知らせ • May 14Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 25, 2026Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 25, 2026.お知らせ • May 09Fukuyama Transporting Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Fukuyama Transporting Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 02 June 2026. Payout ratio is a comfortable 21% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.9%).Major Estimate Revision • Feb 17Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥310 to JP¥342. Revenue forecast steady at JP¥314.6b. Net income forecast to shrink 6.6% next year vs 1.8% growth forecast for Transportation industry in Japan . Consensus price target up from JP¥3,690 to JP¥4,320. Share price rose 11% to JP¥5,280 over the past week.Price Target Changed • Feb 11Price target increased by 17% to JP¥4,320Up from JP¥3,690, the current price target is an average from 4 analysts. New target price is 9.1% below last closing price of JP¥4,755. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥342 for next year compared to JP¥218 last year.最新情報をもっと見るRecent updatesライブニュース • May 15Fukuyama Transporting Extends Defense Plan to 2029 With Higher Profits and Dividend OutlookFukuyama Transporting plans to extend its takeover defense plan through 2029, subject to shareholder approval, with auditors supporting the move. The company frames the defense plan as a way to secure time and information for shareholders and to negotiate constructively with any potential acquirers. Fukuyama Transporting reported stronger revenue and sharply higher profits in FY2026, supporting a higher annual dividend and guiding to further profit growth and a dividend increase in FY2027. The combination of an extended takeover defense plan and improving earnings with a rising dividend indicates that management is prioritising both continuity of control and direct cash returns to shareholders. It may be useful to monitor how shareholders respond to the defense extension at upcoming meetings and whether future profit and dividend outcomes align with the current outlook.お知らせ • May 14Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 25, 2026Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 25, 2026.お知らせ • May 09Fukuyama Transporting Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Fukuyama Transporting Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 02 June 2026. Payout ratio is a comfortable 21% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.9%).Major Estimate Revision • Feb 17Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥310 to JP¥342. Revenue forecast steady at JP¥314.6b. Net income forecast to shrink 6.6% next year vs 1.8% growth forecast for Transportation industry in Japan . Consensus price target up from JP¥3,690 to JP¥4,320. Share price rose 11% to JP¥5,280 over the past week.Price Target Changed • Feb 11Price target increased by 17% to JP¥4,320Up from JP¥3,690, the current price target is an average from 4 analysts. New target price is 9.1% below last closing price of JP¥4,755. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥342 for next year compared to JP¥218 last year.Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥303 (vs JP¥105 in 3Q 2025)Third quarter 2026 results: EPS: JP¥303 (up from JP¥105 in 3Q 2025). Revenue: JP¥85.9b (up 4.8% from 3Q 2025). Net income: JP¥11.2b (up 167% from 3Q 2025). Profit margin: 13% (up from 5.1% in 3Q 2025). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.分析記事 • Feb 10Fukuyama Transporting (TSE:9075) Is Due To Pay A Dividend Of ¥38.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) will pay a dividend of ¥38.00 on the 2nd of June. This makes the dividend...お知らせ • Feb 10Fukuyama Transporting Co., Ltd. (TSE:9075) announces an Equity Buyback for 1,000,000 shares, representing 2.72% for ¥6,000 million.Fukuyama Transporting Co., Ltd. (TSE:9075) announces an share repurchase program. Under the program, the company will repurchase 1,000,000 shares, representing 2.72% of its issued share capital, for ¥6,000 million. The purpose of the program is to improve capital efficiency and return to shareholders by implementing a flexible capital policy in response to changes in the corporate environment. Repurchased shares will be cancelled. The program is valid till June 30, 2026. As of January 31, 2026, the company had 36,796,974 shares in issue (excluding treasury stock) and 3,973,389 shares in treasury.分析記事 • Jan 09Does Fukuyama Transporting (TSE:9075) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Dec 17Fukuyama Transporting (TSE:9075) Has Announced A Dividend Of ¥38.00Fukuyama Transporting Co., Ltd.'s ( TSE:9075 ) investors are due to receive a payment of ¥38.00 per share on 2nd of...お知らせ • Dec 16Fukuyama Transporting Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Fukuyama Transporting Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026分析記事 • Dec 03Fukuyama Transporting's (TSE:9075) Dividend Will Be ¥38.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) will pay a dividend of ¥38.00 on the 2nd of June. This will take the...Declared Dividend • Dec 03First half dividend of JP¥38.00 announcedShareholders will receive a dividend of JP¥38.00. Ex-date: 30th March 2026 Payment date: 2nd June 2026 Dividend yield will be 1.9%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by earnings (21% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 20Fukuyama Transporting's (TSE:9075) Anemic Earnings Might Be Worse Than You ThinkA lackluster earnings announcement from Fukuyama Transporting Co., Ltd. ( TSE:9075 ) last week didn't sink the stock...分析記事 • Nov 19Shareholders Should Be Pleased With Fukuyama Transporting Co., Ltd.'s (TSE:9075) PriceWith a price-to-earnings (or "P/E") ratio of 22.9x Fukuyama Transporting Co., Ltd. ( TSE:9075 ) may be sending very...Reported Earnings • Nov 13Second quarter 2026 earnings released: EPS: JP¥8.73 (vs JP¥45.79 in 2Q 2025)Second quarter 2026 results: EPS: JP¥8.73 (down from JP¥45.79 in 2Q 2025). Revenue: JP¥76.1b (up 4.2% from 2Q 2025). Net income: JP¥323.0m (down 83% from 2Q 2025). Profit margin: 0.4% (down from 2.5% in 2Q 2025). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.分析記事 • Sep 25Fukuyama Transporting (TSE:9075) Will Pay A Larger Dividend Than Last Year At ¥38.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) has announced that it will be increasing its dividend from last year's...お知らせ • Sep 19Fukuyama Transporting Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Fukuyama Transporting Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025分析記事 • Sep 11Fukuyama Transporting's (TSE:9075) Upcoming Dividend Will Be Larger Than Last Year'sFukuyama Transporting Co., Ltd. ( TSE:9075 ) will increase its dividend from last year's comparable payment on the 3rd...分析記事 • Aug 28Fukuyama Transporting (TSE:9075) Is Paying Out A Larger Dividend Than Last YearFukuyama Transporting Co., Ltd. ( TSE:9075 ) will increase its dividend from last year's comparable payment on the 3rd...分析記事 • Aug 11Fukuyama Transporting's (TSE:9075) Dividend Will Be Increased To ¥38.00Fukuyama Transporting Co., Ltd.'s ( TSE:9075 ) dividend will be increasing from last year's payment of the same period...Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥71.11 (vs JP¥89.18 in 1Q 2025)First quarter 2026 results: EPS: JP¥71.11 (down from JP¥89.18 in 1Q 2025). Revenue: JP¥77.5b (up 5.0% from 1Q 2025). Net income: JP¥2.72b (down 25% from 1Q 2025). Profit margin: 3.5% (down from 4.9% in 1Q 2025). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.分析記事 • Jul 28Fukuyama Transporting (TSE:9075) Will Pay A Larger Dividend Than Last Year At ¥38.00The board of Fukuyama Transporting Co., Ltd. ( TSE:9075 ) has announced that it will be paying its dividend of ¥38.00...分析記事 • Jul 14Fukuyama Transporting (TSE:9075) Will Pay A Larger Dividend Than Last Year At ¥38.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) has announced that it will be increasing its dividend from last year's...Declared Dividend • Jul 09Final dividend of JP¥38.00 announcedShareholders will receive a dividend of JP¥38.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 27Fukuyama Transporting Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Fukuyama Transporting Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • Jun 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥218 (up from JP¥194 in FY 2024). Revenue: JP¥302.5b (up 5.2% from FY 2024). Net income: JP¥8.75b (up 12% from FY 2024). Profit margin: 2.9% (up from 2.7% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.6%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.分析記事 • May 21Fukuyama Transporting's (TSE:9075) Earnings Are Of Questionable QualityDespite announcing strong earnings, Fukuyama Transporting Co., Ltd.'s ( TSE:9075 ) stock was sluggish. Our analysis...分析記事 • May 15Earnings Beat: Fukuyama Transporting Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsFukuyama Transporting Co., Ltd. ( TSE:9075 ) shareholders are probably feeling a little disappointed, since its shares...Reported Earnings • May 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥218 (up from JP¥194 in FY 2024). Revenue: JP¥302.5b (up 5.2% from FY 2024). Net income: JP¥8.75b (up 12% from FY 2024). Profit margin: 2.9% (up from 2.7% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.6%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Major Estimate Revision • May 14Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥253 to JP¥290. Revenue forecast steady at JP¥312.0b. Net income forecast to grow 1.9% next year vs 3.2% growth forecast for Transportation industry in Japan. Consensus price target up from JP¥3,485 to JP¥3,590. Share price fell 5.1% to JP¥3,420 over the past week.お知らせ • May 13Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 24, 2025Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 24, 2025.お知らせ • Apr 09Fukuyama Transporting Co., Ltd. (TSE:9075) agreed to acquire 60% stake in Renown Transport Co.,ltd.Fukuyama Transporting Co., Ltd. (TSE:9075) agreed to acquire 60% stake in Renown Transport Co.,ltd. on March 22, 2025. For the financial year 2024 Renown Transport Co.,ltd. reported total revenue of ¥5.11 billion.Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 03 June 2025. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.7%).お知らせ • Mar 18Fukuyama Transporting Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Fukuyama Transporting Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025分析記事 • Feb 16Fukuyama Transporting Co., Ltd. (TSE:9075) Third-Quarter Results: Here's What Analysts Are Forecasting For Next YearFukuyama Transporting Co., Ltd. ( TSE:9075 ) came out with its third-quarter results last week, and we wanted to see...New Risk • Feb 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 56% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥105 (vs JP¥75.68 in 3Q 2024)Third quarter 2025 results: EPS: JP¥105 (up from JP¥75.68 in 3Q 2024). Revenue: JP¥82.0b (up 6.5% from 3Q 2024). Net income: JP¥4.19b (up 37% from 3Q 2024). Profit margin: 5.1% (up from 4.0% in 3Q 2024). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Dec 10Fukuyama Transporting Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025Fukuyama Transporting Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025Declared Dividend • Dec 04First half dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 28th March 2025 Payment date: 3rd June 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by earnings (16% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 20Fukuyama Transporting's (TSE:9075) Anemic Earnings Might Be Worse Than You ThinkInvestors were disappointed by Fukuyama Transporting Co., Ltd.'s ( TSE:9075 ) latest earnings release. We did some...分析記事 • Nov 15Analysts Have Made A Financial Statement On Fukuyama Transporting Co., Ltd.'s (TSE:9075) Half-Yearly ReportLast week, you might have seen that Fukuyama Transporting Co., Ltd. ( TSE:9075 ) released its interim result to the...Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: JP¥45.79 (vs JP¥24.78 in 2Q 2024)Second quarter 2025 results: EPS: JP¥45.79 (up from JP¥24.78 in 2Q 2024). Revenue: JP¥73.1b (up 5.1% from 2Q 2024). Net income: JP¥1.85b (up 84% from 2Q 2024). Profit margin: 2.5% (up from 1.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Nov 13+ 1 more updateFukuyama Transporting Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2025Fukuyama Transporting Co., Ltd. provided consolidated earnings guidance for the full year ending March 31, 2025. For the full year ending March 31, 2025, the company expected net sales of JPY 300,700 million, Operating profit of JPY 6,700 million, Profit attributable to owners of parent of JPY 8,000 million and Earnings per share of JPY 198.99.分析記事 • Nov 12Investors Appear Satisfied With Fukuyama Transporting Co., Ltd.'s (TSE:9075) ProspectsWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider...分析記事 • Sep 24Fukuyama Transporting (TSE:9075) Has Announced A Dividend Of ¥35.00The board of Fukuyama Transporting Co., Ltd. ( TSE:9075 ) has announced that it will pay a dividend on the 4th of...Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).分析記事 • Sep 06Fukuyama Transporting (TSE:9075) Has Announced A Dividend Of ¥35.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) will pay a dividend of ¥35.00 on the 4th of December. This makes the...お知らせ • Sep 06Fukuyama Transporting Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Fukuyama Transporting Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024分析記事 • Aug 10Fukuyama Transporting (TSE:9075) Has Affirmed Its Dividend Of ¥35.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) will pay a dividend of ¥35.00 on the 4th of December. This means the...お知らせ • Aug 10Fukuyama Transporting Co., Ltd. (TSE:9075) announces an Equity Buyback for 950,000 shares, representing 2.35% for ¥3,000 million.Fukuyama Transporting Co., Ltd. (TSE:9075) announces an share repurchase program. Under the program, the company will repurchase 950,000 shares, representing 2.35% of its issued share capital, for ¥3,000 million. The is based on the basic policy of promoting management that takes into account capital costs and stock prices. the program is valid till February 28, 2025. As of July 31, 2024, the company had 40,481,184 shares in issue (excluding treasury stock) and 289,179 shares in treasury.分析記事 • Jul 26Fukuyama Transporting (TSE:9075) Has Announced A Dividend Of ¥35.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) has announced that it will pay a dividend of ¥35.00 per share on the 4th...分析記事 • Jul 11Fukuyama Transporting (TSE:9075) Is Paying Out A Dividend Of ¥35.00Fukuyama Transporting Co., Ltd.'s ( TSE:9075 ) investors are due to receive a payment of ¥35.00 per share on 4th of...Declared Dividend • Jul 11Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 1.9%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 29Fukuyama Transporting Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Fukuyama Transporting Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024Reported Earnings • Jun 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥194 (down from JP¥514 in FY 2023). Revenue: JP¥287.6b (down 2.0% from FY 2023). Net income: JP¥7.83b (down 62% from FY 2023). Profit margin: 2.7% (down from 7.1% in FY 2023). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 2% per year.Major Estimate Revision • May 22Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥298 to JP¥262 per share. Revenue forecast steady at JP¥296.3b. Net income forecast to grow 35% next year vs 3.5% growth forecast for Transportation industry in Japan. Consensus price target up from JP¥3,813 to JP¥3,906. Share price was steady at JP¥3,825 over the past week.Reported Earnings • May 18Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥194 (down from JP¥514 in FY 2023). Revenue: JP¥287.6b (down 2.0% from FY 2023). Net income: JP¥7.83b (down 62% from FY 2023). Profit margin: 2.7% (down from 7.1% in FY 2023). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.お知らせ • May 17+ 4 more updatesFukuyama Transporting Co., Ltd. Provides Fiscal Year-End Dividend Guidance for the Year Ending March 31, 2025Fukuyama Transporting Co., Ltd. provided Fiscal year-end dividend guidance of JPY 35.00 per share for the Year ending March 31, 2025 compared to JPY 40.00 per share a year ago.Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.2%).分析記事 • Mar 18Fukuyama Transporting (TSE:9075) Has Announced That It Will Be Increasing Its Dividend To ¥40.00Fukuyama Transporting Co., Ltd.'s ( TSE:9075 ) dividend will be increasing from last year's payment of the same period...お知らせ • Mar 17Fukuyama Transporting Co., Ltd. to Report Fiscal Year 2023 Results on May 15, 2024Fukuyama Transporting Co., Ltd. announced that they will report fiscal year 2023 results on May 15, 2024Buy Or Sell Opportunity • Mar 15Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.1% to JP¥3,725. The fair value is estimated to be JP¥4,822, 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 9.6%. Revenue is forecast to grow by 4.5% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.Major Estimate Revision • Mar 01Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥290.5b to JP¥286.9b. EPS estimate also fell from JP¥294 per share to JP¥239 per share. Net income forecast to grow 22% next year vs 7.7% growth forecast for Transportation industry in Japan. Consensus price target of JP¥3,890 unchanged from last update. Share price fell 2.8% to JP¥4,060 over the past week.お知らせ • Feb 13Fukuyama Transporting Co., Ltd. Provides Dividend Guidance for the Year Ending March 31, 2024Fukuyama Transporting Co., Ltd. provided dividend guidance for the year ending March 31, 2024. For the year, the company expected to pay the dividend of JPY 40.00 per share against JPY 35.00 per share a year ago.New Risk • Feb 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.2% Last year net profit margin: 7.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥75.67 (vs JP¥268 in 3Q 2023)Third quarter 2024 results: EPS: JP¥75.67 (down from JP¥268 in 3Q 2023). Revenue: JP¥77.0b (down 1.2% from 3Q 2023). Net income: JP¥3.06b (down 72% from 3Q 2023). Profit margin: 4.0% (down from 14% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Transportation 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 fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Dec 15Fukuyama Transporting Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Fukuyama Transporting Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024お知らせ • Nov 11+ 2 more updatesFukuyama Transporting Co., Ltd. Provides Dividend Guidance for the Year Ending March 31, 2024Fukuyama Transporting Co., Ltd. provided dividend guidance for the year ending March 31, 2024. For the year, the company expected to pay the dividend of JPY 40.00 per share against JPY 35.00 per share a year ago.Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥24.78 (vs JP¥77.04 in 2Q 2023)Second quarter 2024 results: EPS: JP¥24.78 (down from JP¥77.04 in 2Q 2023). Revenue: JP¥69.5b (down 3.6% from 2Q 2023). Net income: JP¥1.00b (down 68% from 2Q 2023). Profit margin: 1.4% (down from 4.3% in 2Q 2023). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Buying Opportunity • Nov 09Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 6.9%. The fair value is estimated to be JP¥4,849, 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 24%. Revenue is forecast to grow by 3.8% in 2 years. Earnings is forecast to decline by 25% in the next 2 years.Buying Opportunity • Oct 13Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥4,889, 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 24%. Revenue is forecast to grow by 4.6% in 2 years. Earnings is forecast to decline by 20% in the next 2 years.Buying Opportunity • Sep 28Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.8%. The fair value is estimated to be JP¥4,955, 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 24%. Revenue is forecast to grow by 4.6% in 2 years. Earnings is forecast to decline by 20% in the next 2 years.お知らせ • Sep 27Fukuyama Transporting Co., Ltd. to Report Q2, 2024 Results on Nov 08, 2023Fukuyama Transporting Co., Ltd. announced that they will report Q2, 2024 results on Nov 08, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥35.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 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 (3.3%). Higher than average of industry peers (1.2%).お知らせ • Aug 22Fukuyama Transporting Co., Ltd. Provides Forecast of Consolidated Financial Results for the Six Months Ending September 30, 2023 and for the Full Year Ending March 31, 2024Fukuyama Transporting Co., Ltd. provided Forecast of consolidated financial results for the Six months ending September 30, 2023 and for the full year ending March 31, 2024. For the Six months, the company expected net sales of JPY 143,500 million, Operating profit of JPY 8,600 million, Profit attributable to owners of parent of JPY 6,100 million and Earnings per share of JPY 151.32.For the full year, the company expected net sales of JPY 295,600 million, Operating profit of JPY 19,300 million, Profit attributable to owners of parent of JPY 13,900 million and Earnings per share of JPY 343.68.お知らせ • Aug 21Fukuyama Transporting Co., Ltd. Provides Dividend Forecast for the Second Quarter and Fiscal Year-End for the Year Ending March 31, 2024Fukuyama Transporting Co., Ltd. provided dividend forecast of JPY 35.00 for the second quarter and Fiscal year-end for the Year ending March 31, 2024.Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥83.54 (vs JP¥122 in 1Q 2023)First quarter 2024 results: EPS: JP¥83.54 (down from JP¥122 in 1Q 2023). Revenue: JP¥71.7b (down 2.0% from 1Q 2023). Net income: JP¥3.38b (down 32% from 1Q 2023). Profit margin: 4.7% (down from 6.7% in 1Q 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Outside Director Yoshinori Yoshida was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Jun 17Fukuyama Transporting Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Fukuyama Transporting Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023お知らせ • May 17Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 23, 2023Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 23, 2023.Reported Earnings • May 17Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥514 (up from JP¥395 in FY 2022). Revenue: JP¥293.4b (flat on FY 2022). Net income: JP¥20.8b (up 24% from FY 2022). Profit margin: 7.1% (up from 5.8% in FY 2022). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Transportation industry in Japan. 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 1% per year, which means it is significantly lagging earnings growth.Buying Opportunity • May 16Now 23% undervaluedOver the last 90 days, the stock is up 4.3%. The fair value is estimated to be JP¥4,558, 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 24%. Revenue is forecast to grow by 4.1% in 2 years. Earnings is forecast to decline by 31% in the next 2 years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 01 June 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.0%. 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¥268 (vs JP¥147 in 3Q 2022)Third quarter 2023 results: EPS: JP¥268 (up from JP¥147 in 3Q 2022). Revenue: JP¥78.0b (flat on 3Q 2022). Net income: JP¥10.8b (up 80% from 3Q 2022). Profit margin: 14% (up from 7.7% in 3Q 2022). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Feb 11+ 1 more updateFukuyama Transporting Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2023Fukuyama Transporting Co., Ltd. provided consolidated earning guidance for the full year ending March 31, 2023. For the full year, the company expects net sales of JPY 293,700 million, operating profit of JPY 21,700 million, profit attributable to owners of parent of JPY 20,800 million and earnings per share of JPY 511.93.Major Estimate Revision • Feb 10Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from JP¥462 to JP¥521. Revenue forecast steady at JP¥296.1b. Net income forecast to grow 6.7% next year vs 14% growth forecast for Transportation industry in Japan. Consensus price target of JP¥4,173 unchanged from last update. Share price rose 3.8% to JP¥3,410 over the past week.お知らせ • Dec 10Fukuyama Transporting Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Fukuyama Transporting Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥77.04 (vs JP¥70.18 in 2Q 2022)Second quarter 2023 results: EPS: JP¥77.04 (up from JP¥70.18 in 2Q 2022). Revenue: JP¥72.2b (up 2.6% from 2Q 2022). Net income: JP¥3.12b (up 7.4% from 2Q 2022). Profit margin: 4.3% (up from 4.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.7% 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 17% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.株主還元9075JP TransportationJP 市場7D7.7%-2.3%1.2%1Y90.9%8.6%42.1%株主還元を見る業界別リターン: 9075過去 1 年間で8.6 % 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: 9075過去 1 年間で42.1 % の収益を上げたJP市場を上回りました。価格変動Is 9075's price volatile compared to industry and market?9075 volatility9075 Average Weekly Movement6.1%Transportation Industry Average Movement3.3%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: 9075 、 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: 9075の 週次ボラティリティ ( 6% ) 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194821,084Hiroyuki Kumanowww.fukutsu.co.jp福山通運株式会社は、日本、中国、ベトナム、香港、カンボジア、マレーシア、タイで物流会社として事業を展開している。運送事業、貸切運送事業、ロジスティクス事業、国際事業の各セグメントを通じて事業を展開している。同社は、トラクター、トレーラー、トラックなど約16,000台の車両を使用し、地上、鉄道、航空、海上での貨物輸送サービスを提供している。また、倉庫、物流、加工サービス、通関、国際輸送サービス、警備、人材派遣、自動車整備サービスも提供している。さらに、不動産賃貸、レストラン、コンビニエンスストア、保険・旅行代理店、ボウリングセンターなども運営している。さらに、港湾事業、スポーツ・レクリエーション施設運営、産業廃棄物・家庭廃棄物収集処理、印刷、賠償責任保険代理店、生命保険販売促進、商品販売・委託販売事業も行っている。福山通運株式会社は1948年に設立され、福山市に本社を置く。もっと見るFukuyama Transporting Co., Ltd. 基礎のまとめFukuyama Transporting の収益と売上を時価総額と比較するとどうか。9075 基礎統計学時価総額JP¥216.28b収益（TTM）JP¥13.70b売上高(TTM)JP¥318.58b15.8xPER（株価収益率0.7xP/Sレシオ9075 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9075 損益計算書（TTM）収益JP¥318.58b売上原価JP¥299.15b売上総利益JP¥19.44bその他の費用JP¥5.74b収益JP¥13.70b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）400.22グロス・マージン6.10%純利益率4.30%有利子負債／自己資本比率39.0%9075 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1.2%現在の配当利回り21%配当性向9075 配当は確実ですか？9075 配当履歴とベンチマークを見る9075 、いつまでに購入すれば配当金を受け取れますか？Fukuyama Transporting 配当日配当落ち日Mar 30 2026配当支払日Jun 02 2026配当落ちまでの日数54 days配当支払日までの日数10 days9075 配当は確実ですか？9075 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2026/05/22 06:56終値2026/05/22 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Fukuyama Transporting Co., Ltd. 4 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。10 アナリスト機関Naoko MatsumotoCitigroup IncJay DefibaughCLSAOliver James Gray MatthewCLSA7 その他のアナリストを表示
ライブニュース • May 15Fukuyama Transporting Extends Defense Plan to 2029 With Higher Profits and Dividend OutlookFukuyama Transporting plans to extend its takeover defense plan through 2029, subject to shareholder approval, with auditors supporting the move. The company frames the defense plan as a way to secure time and information for shareholders and to negotiate constructively with any potential acquirers. Fukuyama Transporting reported stronger revenue and sharply higher profits in FY2026, supporting a higher annual dividend and guiding to further profit growth and a dividend increase in FY2027. The combination of an extended takeover defense plan and improving earnings with a rising dividend indicates that management is prioritising both continuity of control and direct cash returns to shareholders. It may be useful to monitor how shareholders respond to the defense extension at upcoming meetings and whether future profit and dividend outcomes align with the current outlook.
お知らせ • May 14Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 25, 2026Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 25, 2026.
お知らせ • May 09Fukuyama Transporting Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Fukuyama Transporting Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 02 June 2026. Payout ratio is a comfortable 21% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.9%).
Major Estimate Revision • Feb 17Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥310 to JP¥342. Revenue forecast steady at JP¥314.6b. Net income forecast to shrink 6.6% next year vs 1.8% growth forecast for Transportation industry in Japan . Consensus price target up from JP¥3,690 to JP¥4,320. Share price rose 11% to JP¥5,280 over the past week.
Price Target Changed • Feb 11Price target increased by 17% to JP¥4,320Up from JP¥3,690, the current price target is an average from 4 analysts. New target price is 9.1% below last closing price of JP¥4,755. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥342 for next year compared to JP¥218 last year.
ライブニュース • May 15Fukuyama Transporting Extends Defense Plan to 2029 With Higher Profits and Dividend OutlookFukuyama Transporting plans to extend its takeover defense plan through 2029, subject to shareholder approval, with auditors supporting the move. The company frames the defense plan as a way to secure time and information for shareholders and to negotiate constructively with any potential acquirers. Fukuyama Transporting reported stronger revenue and sharply higher profits in FY2026, supporting a higher annual dividend and guiding to further profit growth and a dividend increase in FY2027. The combination of an extended takeover defense plan and improving earnings with a rising dividend indicates that management is prioritising both continuity of control and direct cash returns to shareholders. It may be useful to monitor how shareholders respond to the defense extension at upcoming meetings and whether future profit and dividend outcomes align with the current outlook.
お知らせ • May 14Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 25, 2026Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 25, 2026.
お知らせ • May 09Fukuyama Transporting Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Fukuyama Transporting Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 02 June 2026. Payout ratio is a comfortable 21% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.9%).
Major Estimate Revision • Feb 17Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥310 to JP¥342. Revenue forecast steady at JP¥314.6b. Net income forecast to shrink 6.6% next year vs 1.8% growth forecast for Transportation industry in Japan . Consensus price target up from JP¥3,690 to JP¥4,320. Share price rose 11% to JP¥5,280 over the past week.
Price Target Changed • Feb 11Price target increased by 17% to JP¥4,320Up from JP¥3,690, the current price target is an average from 4 analysts. New target price is 9.1% below last closing price of JP¥4,755. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥342 for next year compared to JP¥218 last year.
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥303 (vs JP¥105 in 3Q 2025)Third quarter 2026 results: EPS: JP¥303 (up from JP¥105 in 3Q 2025). Revenue: JP¥85.9b (up 4.8% from 3Q 2025). Net income: JP¥11.2b (up 167% from 3Q 2025). Profit margin: 13% (up from 5.1% in 3Q 2025). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
分析記事 • Feb 10Fukuyama Transporting (TSE:9075) Is Due To Pay A Dividend Of ¥38.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) will pay a dividend of ¥38.00 on the 2nd of June. This makes the dividend...
お知らせ • Feb 10Fukuyama Transporting Co., Ltd. (TSE:9075) announces an Equity Buyback for 1,000,000 shares, representing 2.72% for ¥6,000 million.Fukuyama Transporting Co., Ltd. (TSE:9075) announces an share repurchase program. Under the program, the company will repurchase 1,000,000 shares, representing 2.72% of its issued share capital, for ¥6,000 million. The purpose of the program is to improve capital efficiency and return to shareholders by implementing a flexible capital policy in response to changes in the corporate environment. Repurchased shares will be cancelled. The program is valid till June 30, 2026. As of January 31, 2026, the company had 36,796,974 shares in issue (excluding treasury stock) and 3,973,389 shares in treasury.
分析記事 • Jan 09Does Fukuyama Transporting (TSE:9075) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Dec 17Fukuyama Transporting (TSE:9075) Has Announced A Dividend Of ¥38.00Fukuyama Transporting Co., Ltd.'s ( TSE:9075 ) investors are due to receive a payment of ¥38.00 per share on 2nd of...
お知らせ • Dec 16Fukuyama Transporting Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Fukuyama Transporting Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
分析記事 • Dec 03Fukuyama Transporting's (TSE:9075) Dividend Will Be ¥38.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) will pay a dividend of ¥38.00 on the 2nd of June. This will take the...
Declared Dividend • Dec 03First half dividend of JP¥38.00 announcedShareholders will receive a dividend of JP¥38.00. Ex-date: 30th March 2026 Payment date: 2nd June 2026 Dividend yield will be 1.9%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by earnings (21% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 20Fukuyama Transporting's (TSE:9075) Anemic Earnings Might Be Worse Than You ThinkA lackluster earnings announcement from Fukuyama Transporting Co., Ltd. ( TSE:9075 ) last week didn't sink the stock...
分析記事 • Nov 19Shareholders Should Be Pleased With Fukuyama Transporting Co., Ltd.'s (TSE:9075) PriceWith a price-to-earnings (or "P/E") ratio of 22.9x Fukuyama Transporting Co., Ltd. ( TSE:9075 ) may be sending very...
Reported Earnings • Nov 13Second quarter 2026 earnings released: EPS: JP¥8.73 (vs JP¥45.79 in 2Q 2025)Second quarter 2026 results: EPS: JP¥8.73 (down from JP¥45.79 in 2Q 2025). Revenue: JP¥76.1b (up 4.2% from 2Q 2025). Net income: JP¥323.0m (down 83% from 2Q 2025). Profit margin: 0.4% (down from 2.5% in 2Q 2025). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
分析記事 • Sep 25Fukuyama Transporting (TSE:9075) Will Pay A Larger Dividend Than Last Year At ¥38.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) has announced that it will be increasing its dividend from last year's...
お知らせ • Sep 19Fukuyama Transporting Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Fukuyama Transporting Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
分析記事 • Sep 11Fukuyama Transporting's (TSE:9075) Upcoming Dividend Will Be Larger Than Last Year'sFukuyama Transporting Co., Ltd. ( TSE:9075 ) will increase its dividend from last year's comparable payment on the 3rd...
分析記事 • Aug 28Fukuyama Transporting (TSE:9075) Is Paying Out A Larger Dividend Than Last YearFukuyama Transporting Co., Ltd. ( TSE:9075 ) will increase its dividend from last year's comparable payment on the 3rd...
分析記事 • Aug 11Fukuyama Transporting's (TSE:9075) Dividend Will Be Increased To ¥38.00Fukuyama Transporting Co., Ltd.'s ( TSE:9075 ) dividend will be increasing from last year's payment of the same period...
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥71.11 (vs JP¥89.18 in 1Q 2025)First quarter 2026 results: EPS: JP¥71.11 (down from JP¥89.18 in 1Q 2025). Revenue: JP¥77.5b (up 5.0% from 1Q 2025). Net income: JP¥2.72b (down 25% from 1Q 2025). Profit margin: 3.5% (down from 4.9% in 1Q 2025). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
分析記事 • Jul 28Fukuyama Transporting (TSE:9075) Will Pay A Larger Dividend Than Last Year At ¥38.00The board of Fukuyama Transporting Co., Ltd. ( TSE:9075 ) has announced that it will be paying its dividend of ¥38.00...
分析記事 • Jul 14Fukuyama Transporting (TSE:9075) Will Pay A Larger Dividend Than Last Year At ¥38.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) has announced that it will be increasing its dividend from last year's...
Declared Dividend • Jul 09Final dividend of JP¥38.00 announcedShareholders will receive a dividend of JP¥38.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 27Fukuyama Transporting Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Fukuyama Transporting Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • Jun 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥218 (up from JP¥194 in FY 2024). Revenue: JP¥302.5b (up 5.2% from FY 2024). Net income: JP¥8.75b (up 12% from FY 2024). Profit margin: 2.9% (up from 2.7% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.6%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
分析記事 • May 21Fukuyama Transporting's (TSE:9075) Earnings Are Of Questionable QualityDespite announcing strong earnings, Fukuyama Transporting Co., Ltd.'s ( TSE:9075 ) stock was sluggish. Our analysis...
分析記事 • May 15Earnings Beat: Fukuyama Transporting Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsFukuyama Transporting Co., Ltd. ( TSE:9075 ) shareholders are probably feeling a little disappointed, since its shares...
Reported Earnings • May 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥218 (up from JP¥194 in FY 2024). Revenue: JP¥302.5b (up 5.2% from FY 2024). Net income: JP¥8.75b (up 12% from FY 2024). Profit margin: 2.9% (up from 2.7% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.6%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Major Estimate Revision • May 14Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥253 to JP¥290. Revenue forecast steady at JP¥312.0b. Net income forecast to grow 1.9% next year vs 3.2% growth forecast for Transportation industry in Japan. Consensus price target up from JP¥3,485 to JP¥3,590. Share price fell 5.1% to JP¥3,420 over the past week.
お知らせ • May 13Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 24, 2025Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 24, 2025.
お知らせ • Apr 09Fukuyama Transporting Co., Ltd. (TSE:9075) agreed to acquire 60% stake in Renown Transport Co.,ltd.Fukuyama Transporting Co., Ltd. (TSE:9075) agreed to acquire 60% stake in Renown Transport Co.,ltd. on March 22, 2025. For the financial year 2024 Renown Transport Co.,ltd. reported total revenue of ¥5.11 billion.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 03 June 2025. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.7%).
お知らせ • Mar 18Fukuyama Transporting Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Fukuyama Transporting Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
分析記事 • Feb 16Fukuyama Transporting Co., Ltd. (TSE:9075) Third-Quarter Results: Here's What Analysts Are Forecasting For Next YearFukuyama Transporting Co., Ltd. ( TSE:9075 ) came out with its third-quarter results last week, and we wanted to see...
New Risk • Feb 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 56% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥105 (vs JP¥75.68 in 3Q 2024)Third quarter 2025 results: EPS: JP¥105 (up from JP¥75.68 in 3Q 2024). Revenue: JP¥82.0b (up 6.5% from 3Q 2024). Net income: JP¥4.19b (up 37% from 3Q 2024). Profit margin: 5.1% (up from 4.0% in 3Q 2024). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 10Fukuyama Transporting Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025Fukuyama Transporting Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025
Declared Dividend • Dec 04First half dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 28th March 2025 Payment date: 3rd June 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by earnings (16% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 20Fukuyama Transporting's (TSE:9075) Anemic Earnings Might Be Worse Than You ThinkInvestors were disappointed by Fukuyama Transporting Co., Ltd.'s ( TSE:9075 ) latest earnings release. We did some...
分析記事 • Nov 15Analysts Have Made A Financial Statement On Fukuyama Transporting Co., Ltd.'s (TSE:9075) Half-Yearly ReportLast week, you might have seen that Fukuyama Transporting Co., Ltd. ( TSE:9075 ) released its interim result to the...
Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: JP¥45.79 (vs JP¥24.78 in 2Q 2024)Second quarter 2025 results: EPS: JP¥45.79 (up from JP¥24.78 in 2Q 2024). Revenue: JP¥73.1b (up 5.1% from 2Q 2024). Net income: JP¥1.85b (up 84% from 2Q 2024). Profit margin: 2.5% (up from 1.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 13+ 1 more updateFukuyama Transporting Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2025Fukuyama Transporting Co., Ltd. provided consolidated earnings guidance for the full year ending March 31, 2025. For the full year ending March 31, 2025, the company expected net sales of JPY 300,700 million, Operating profit of JPY 6,700 million, Profit attributable to owners of parent of JPY 8,000 million and Earnings per share of JPY 198.99.
分析記事 • Nov 12Investors Appear Satisfied With Fukuyama Transporting Co., Ltd.'s (TSE:9075) ProspectsWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider...
分析記事 • Sep 24Fukuyama Transporting (TSE:9075) Has Announced A Dividend Of ¥35.00The board of Fukuyama Transporting Co., Ltd. ( TSE:9075 ) has announced that it will pay a dividend on the 4th of...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
分析記事 • Sep 06Fukuyama Transporting (TSE:9075) Has Announced A Dividend Of ¥35.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) will pay a dividend of ¥35.00 on the 4th of December. This makes the...
お知らせ • Sep 06Fukuyama Transporting Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Fukuyama Transporting Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024
分析記事 • Aug 10Fukuyama Transporting (TSE:9075) Has Affirmed Its Dividend Of ¥35.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) will pay a dividend of ¥35.00 on the 4th of December. This means the...
お知らせ • Aug 10Fukuyama Transporting Co., Ltd. (TSE:9075) announces an Equity Buyback for 950,000 shares, representing 2.35% for ¥3,000 million.Fukuyama Transporting Co., Ltd. (TSE:9075) announces an share repurchase program. Under the program, the company will repurchase 950,000 shares, representing 2.35% of its issued share capital, for ¥3,000 million. The is based on the basic policy of promoting management that takes into account capital costs and stock prices. the program is valid till February 28, 2025. As of July 31, 2024, the company had 40,481,184 shares in issue (excluding treasury stock) and 289,179 shares in treasury.
分析記事 • Jul 26Fukuyama Transporting (TSE:9075) Has Announced A Dividend Of ¥35.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) has announced that it will pay a dividend of ¥35.00 per share on the 4th...
分析記事 • Jul 11Fukuyama Transporting (TSE:9075) Is Paying Out A Dividend Of ¥35.00Fukuyama Transporting Co., Ltd.'s ( TSE:9075 ) investors are due to receive a payment of ¥35.00 per share on 4th of...
Declared Dividend • Jul 11Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 1.9%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 29Fukuyama Transporting Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Fukuyama Transporting Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024
Reported Earnings • Jun 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥194 (down from JP¥514 in FY 2023). Revenue: JP¥287.6b (down 2.0% from FY 2023). Net income: JP¥7.83b (down 62% from FY 2023). Profit margin: 2.7% (down from 7.1% in FY 2023). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 2% per year.
Major Estimate Revision • May 22Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥298 to JP¥262 per share. Revenue forecast steady at JP¥296.3b. Net income forecast to grow 35% next year vs 3.5% growth forecast for Transportation industry in Japan. Consensus price target up from JP¥3,813 to JP¥3,906. Share price was steady at JP¥3,825 over the past week.
Reported Earnings • May 18Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥194 (down from JP¥514 in FY 2023). Revenue: JP¥287.6b (down 2.0% from FY 2023). Net income: JP¥7.83b (down 62% from FY 2023). Profit margin: 2.7% (down from 7.1% in FY 2023). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.
お知らせ • May 17+ 4 more updatesFukuyama Transporting Co., Ltd. Provides Fiscal Year-End Dividend Guidance for the Year Ending March 31, 2025Fukuyama Transporting Co., Ltd. provided Fiscal year-end dividend guidance of JPY 35.00 per share for the Year ending March 31, 2025 compared to JPY 40.00 per share a year ago.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.2%).
分析記事 • Mar 18Fukuyama Transporting (TSE:9075) Has Announced That It Will Be Increasing Its Dividend To ¥40.00Fukuyama Transporting Co., Ltd.'s ( TSE:9075 ) dividend will be increasing from last year's payment of the same period...
お知らせ • Mar 17Fukuyama Transporting Co., Ltd. to Report Fiscal Year 2023 Results on May 15, 2024Fukuyama Transporting Co., Ltd. announced that they will report fiscal year 2023 results on May 15, 2024
Buy Or Sell Opportunity • Mar 15Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.1% to JP¥3,725. The fair value is estimated to be JP¥4,822, 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 9.6%. Revenue is forecast to grow by 4.5% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.
Major Estimate Revision • Mar 01Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥290.5b to JP¥286.9b. EPS estimate also fell from JP¥294 per share to JP¥239 per share. Net income forecast to grow 22% next year vs 7.7% growth forecast for Transportation industry in Japan. Consensus price target of JP¥3,890 unchanged from last update. Share price fell 2.8% to JP¥4,060 over the past week.
お知らせ • Feb 13Fukuyama Transporting Co., Ltd. Provides Dividend Guidance for the Year Ending March 31, 2024Fukuyama Transporting Co., Ltd. provided dividend guidance for the year ending March 31, 2024. For the year, the company expected to pay the dividend of JPY 40.00 per share against JPY 35.00 per share a year ago.
New Risk • Feb 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.2% Last year net profit margin: 7.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥75.67 (vs JP¥268 in 3Q 2023)Third quarter 2024 results: EPS: JP¥75.67 (down from JP¥268 in 3Q 2023). Revenue: JP¥77.0b (down 1.2% from 3Q 2023). Net income: JP¥3.06b (down 72% from 3Q 2023). Profit margin: 4.0% (down from 14% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Transportation 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 fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Dec 15Fukuyama Transporting Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Fukuyama Transporting Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024
お知らせ • Nov 11+ 2 more updatesFukuyama Transporting Co., Ltd. Provides Dividend Guidance for the Year Ending March 31, 2024Fukuyama Transporting Co., Ltd. provided dividend guidance for the year ending March 31, 2024. For the year, the company expected to pay the dividend of JPY 40.00 per share against JPY 35.00 per share a year ago.
Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥24.78 (vs JP¥77.04 in 2Q 2023)Second quarter 2024 results: EPS: JP¥24.78 (down from JP¥77.04 in 2Q 2023). Revenue: JP¥69.5b (down 3.6% from 2Q 2023). Net income: JP¥1.00b (down 68% from 2Q 2023). Profit margin: 1.4% (down from 4.3% in 2Q 2023). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Buying Opportunity • Nov 09Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 6.9%. The fair value is estimated to be JP¥4,849, 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 24%. Revenue is forecast to grow by 3.8% in 2 years. Earnings is forecast to decline by 25% in the next 2 years.
Buying Opportunity • Oct 13Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥4,889, 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 24%. Revenue is forecast to grow by 4.6% in 2 years. Earnings is forecast to decline by 20% in the next 2 years.
Buying Opportunity • Sep 28Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.8%. The fair value is estimated to be JP¥4,955, 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 24%. Revenue is forecast to grow by 4.6% in 2 years. Earnings is forecast to decline by 20% in the next 2 years.
お知らせ • Sep 27Fukuyama Transporting Co., Ltd. to Report Q2, 2024 Results on Nov 08, 2023Fukuyama Transporting Co., Ltd. announced that they will report Q2, 2024 results on Nov 08, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥35.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 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 (3.3%). Higher than average of industry peers (1.2%).
お知らせ • Aug 22Fukuyama Transporting Co., Ltd. Provides Forecast of Consolidated Financial Results for the Six Months Ending September 30, 2023 and for the Full Year Ending March 31, 2024Fukuyama Transporting Co., Ltd. provided Forecast of consolidated financial results for the Six months ending September 30, 2023 and for the full year ending March 31, 2024. For the Six months, the company expected net sales of JPY 143,500 million, Operating profit of JPY 8,600 million, Profit attributable to owners of parent of JPY 6,100 million and Earnings per share of JPY 151.32.For the full year, the company expected net sales of JPY 295,600 million, Operating profit of JPY 19,300 million, Profit attributable to owners of parent of JPY 13,900 million and Earnings per share of JPY 343.68.
お知らせ • Aug 21Fukuyama Transporting Co., Ltd. Provides Dividend Forecast for the Second Quarter and Fiscal Year-End for the Year Ending March 31, 2024Fukuyama Transporting Co., Ltd. provided dividend forecast of JPY 35.00 for the second quarter and Fiscal year-end for the Year ending March 31, 2024.
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥83.54 (vs JP¥122 in 1Q 2023)First quarter 2024 results: EPS: JP¥83.54 (down from JP¥122 in 1Q 2023). Revenue: JP¥71.7b (down 2.0% from 1Q 2023). Net income: JP¥3.38b (down 32% from 1Q 2023). Profit margin: 4.7% (down from 6.7% in 1Q 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Outside Director Yoshinori Yoshida was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Jun 17Fukuyama Transporting Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Fukuyama Transporting Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
お知らせ • May 17Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 23, 2023Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 23, 2023.
Reported Earnings • May 17Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥514 (up from JP¥395 in FY 2022). Revenue: JP¥293.4b (flat on FY 2022). Net income: JP¥20.8b (up 24% from FY 2022). Profit margin: 7.1% (up from 5.8% in FY 2022). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Transportation industry in Japan. 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 1% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • May 16Now 23% undervaluedOver the last 90 days, the stock is up 4.3%. The fair value is estimated to be JP¥4,558, 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 24%. Revenue is forecast to grow by 4.1% in 2 years. Earnings is forecast to decline by 31% in the next 2 years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 01 June 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.0%. 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¥268 (vs JP¥147 in 3Q 2022)Third quarter 2023 results: EPS: JP¥268 (up from JP¥147 in 3Q 2022). Revenue: JP¥78.0b (flat on 3Q 2022). Net income: JP¥10.8b (up 80% from 3Q 2022). Profit margin: 14% (up from 7.7% in 3Q 2022). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Feb 11+ 1 more updateFukuyama Transporting Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2023Fukuyama Transporting Co., Ltd. provided consolidated earning guidance for the full year ending March 31, 2023. For the full year, the company expects net sales of JPY 293,700 million, operating profit of JPY 21,700 million, profit attributable to owners of parent of JPY 20,800 million and earnings per share of JPY 511.93.
Major Estimate Revision • Feb 10Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from JP¥462 to JP¥521. Revenue forecast steady at JP¥296.1b. Net income forecast to grow 6.7% next year vs 14% growth forecast for Transportation industry in Japan. Consensus price target of JP¥4,173 unchanged from last update. Share price rose 3.8% to JP¥3,410 over the past week.
お知らせ • Dec 10Fukuyama Transporting Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Fukuyama Transporting Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥77.04 (vs JP¥70.18 in 2Q 2022)Second quarter 2023 results: EPS: JP¥77.04 (up from JP¥70.18 in 2Q 2022). Revenue: JP¥72.2b (up 2.6% from 2Q 2022). Net income: JP¥3.12b (up 7.4% from 2Q 2022). Profit margin: 4.3% (up from 4.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.7% 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 17% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
