SG HoldingsLtd（9143）株式概要SGホールディングス株式会社は、子会社を通じて、日本および海外で配送、物流、不動産、その他の事業を展開している。 詳細9143 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長1/6過去の実績2/6財務の健全性3/6配当金3/6報酬当社が推定した公正価値より37.7%で取引されている 収益は年間7.08%増加すると予測されています リスク分析多額の負債を抱えている すべてのリスクチェックを見る9143 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥1.51k18.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02t2016201920222025202620282031Revenue JP¥2.0tEarnings JP¥71.0bAdvancedSet Fair ValueView all narrativesSG Holdings Co.,Ltd. 競合他社Yamato HoldingsSymbol: TSE:9064Market cap: JP¥582.5bSankyuSymbol: TSE:9065Market cap: JP¥431.2bSENKO Group HoldingsSymbol: TSE:9069Market cap: JP¥324.4bMITSUI-SOKO HOLDINGSSymbol: TSE:9302Market cap: JP¥269.6b価格と性能株価の高値、安値、推移の概要SG HoldingsLtd過去の株価現在の株価JP¥1,507.0052週高値JP¥1,763.5052週安値JP¥1,368.00ベータ0.411ヶ月の変化5.68%3ヶ月変化0.10%1年変化-5.84%3年間の変化-27.65%5年間の変化-49.31%IPOからの変化58.13%最新ニュースお知らせ • Jun 24SG Holdings Co.,Ltd. to Report Q1, 2027 Results on Aug 07, 2026SG Holdings Co.,Ltd. announced that they will report Q1, 2027 results at 3:30 PM, Tokyo Standard Time on Aug 07, 2026Reported Earnings • Jun 14Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: JP¥98.17 (up from JP¥92.92 in FY 2025). Revenue: JP¥1.64t (up 11% from FY 2025). Net income: JP¥59.1b (up 1.6% from FY 2025). Profit margin: 3.6% (down from 3.9% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.分析記事 • May 12Earnings Update: SG Holdings Co.,Ltd. (TSE:9143) Just Reported Its Annual Results And Analysts Are Updating Their ForecastsSG Holdings Co.,Ltd. ( TSE:9143 ) shareholders are probably feeling a little disappointed, since its shares fell 5.3...Reported Earnings • May 09Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: JP¥98.17 (up from JP¥92.92 in FY 2025). Revenue: JP¥1.64t (up 11% from FY 2025). Net income: JP¥59.1b (up 1.6% from FY 2025). Profit margin: 3.6% (down from 3.9% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • May 08SG Holdings Co.,Ltd., Annual General Meeting, Jun 24, 2026SG Holdings Co.,Ltd., Annual General Meeting, Jun 24, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).最新情報をもっと見るRecent updatesお知らせ • Jun 24SG Holdings Co.,Ltd. to Report Q1, 2027 Results on Aug 07, 2026SG Holdings Co.,Ltd. announced that they will report Q1, 2027 results at 3:30 PM, Tokyo Standard Time on Aug 07, 2026Reported Earnings • Jun 14Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: JP¥98.17 (up from JP¥92.92 in FY 2025). Revenue: JP¥1.64t (up 11% from FY 2025). Net income: JP¥59.1b (up 1.6% from FY 2025). Profit margin: 3.6% (down from 3.9% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.分析記事 • May 12Earnings Update: SG Holdings Co.,Ltd. (TSE:9143) Just Reported Its Annual Results And Analysts Are Updating Their ForecastsSG Holdings Co.,Ltd. ( TSE:9143 ) shareholders are probably feeling a little disappointed, since its shares fell 5.3...Reported Earnings • May 09Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: JP¥98.17 (up from JP¥92.92 in FY 2025). Revenue: JP¥1.64t (up 11% from FY 2025). Net income: JP¥59.1b (up 1.6% from FY 2025). Profit margin: 3.6% (down from 3.9% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • May 08SG Holdings Co.,Ltd., Annual General Meeting, Jun 24, 2026SG Holdings Co.,Ltd., Annual General Meeting, Jun 24, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).お知らせ • Mar 13SG Holdings Co.,Ltd. to Report Fiscal Year 2026 Results on May 08, 2026SG Holdings Co.,Ltd. announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on May 08, 2026Reported Earnings • Feb 07Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: JP¥35.38 (down from JP¥41.41 in 3Q 2025). Revenue: JP¥447.4b (up 8.9% from 3Q 2025). Net income: JP¥21.2b (down 18% from 3Q 2025). Profit margin: 4.7% (down from 6.3% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Feb 07SG Holdings Co.,Ltd. Revises Consolidated Earnings Guidance for Fiscal Year Ending March 31, 2026SG Holdings Co.,Ltd. revised consolidated earnings guidance for fiscal year ending March 31, 2026. For the year, the company revises Operating revenue to be JPY 1,635,000 million; Operating income to be JPY 90,000 million; Net income attributable to owners of the parent to be JPY 59,000 million; Basic net income per share to be JPY 98.87 compared to Operating revenue to be JPY 1,635,000 Million; Operating income to be JPY 92,000 Million; Net income attributable to owners of the parent to be JPY 59,000 Million; Basic net income per share to be JPY 97.54 previous guidance.分析記事 • Feb 06These 4 Measures Indicate That SG HoldingsLtd (TSE:9143) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Buy Or Sell Opportunity • Jan 06Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,481. The fair value is estimated to be JP¥1,234, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 34%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.分析記事 • Dec 27Take Care Before Diving Into The Deep End On SG Holdings Co.,Ltd. (TSE:9143)It's not a stretch to say that SG Holdings Co.,Ltd.'s ( TSE:9143 ) price-to-earnings (or "P/E") ratio of 15.4x right...お知らせ • Dec 05SG Holdings Co.,Ltd. to Report Q3, 2026 Results on Feb 06, 2026SG Holdings Co.,Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026Buy Or Sell Opportunity • Dec 04Now 20% overvaluedOver the last 90 days, the stock has fallen 7.2% to JP¥1,513. The fair value is estimated to be JP¥1,259, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 34%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 8.2% per annum over the same time period.お知らせ • Nov 09+ 1 more updateSG Holdings Co.,Ltd. Announces Dividend for the Second Quarter Fiscal Year Ending March 31, 2026, Payable on December 3, 2025SG Holdings Co.,Ltd. announced dividend of JPY 26.00 per share for the second quarter Fiscal year ending March 31, 2026. Scheduled date to commence dividend payments: December 3, 2025.Reported Earnings • Nov 08Second quarter 2026 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2026 results: EPS: JP¥21.77 (up from JP¥20.93 in 2Q 2025). Revenue: JP¥415.2b (up 11% from 2Q 2025). Net income: JP¥13.1b (flat on 2Q 2025). Profit margin: 3.2% (down from 3.5% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.分析記事 • Oct 30These 4 Measures Indicate That SG HoldingsLtd (TSE:9143) Is Using Debt Reasonably WellDavid 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 • Oct 12Estimating The Fair Value Of SG Holdings Co.,Ltd. (TSE:9143)Key Insights Using the 2 Stage Free Cash Flow to Equity, SG HoldingsLtd fair value estimate is JP¥1,539 With JP¥1,457...分析記事 • Sep 21SG HoldingsLtd (TSE:9143) Is Paying Out A Dividend Of ¥26.00SG Holdings Co.,Ltd. ( TSE:9143 ) has announced that it will pay a dividend of ¥26.00 per share on the 4th of December...分析記事 • Sep 04SG HoldingsLtd (TSE:9143) Is Due To Pay A Dividend Of ¥26.00SG Holdings Co.,Ltd. ( TSE:9143 ) will pay a dividend of ¥26.00 on the 4th of December. This means the annual payment...お知らせ • Sep 02SG Holdings Co.,Ltd. to Report Q2, 2026 Results on Nov 07, 2025SG Holdings Co.,Ltd. announced that they will report Q2, 2026 results on Nov 07, 2025New Risk • Aug 09New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 43% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 09First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: JP¥16.69 (down from JP¥19.83 in 1Q 2025). Revenue: JP¥367.4b (up 9.8% from 1Q 2025). Net income: JP¥10.2b (down 18% from 1Q 2025). Profit margin: 2.8% (down from 3.7% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.0%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.分析記事 • Aug 07SG HoldingsLtd's (TSE:9143) Dividend Will Be ¥26.00The board of SG Holdings Co.,Ltd. ( TSE:9143 ) has announced that it will pay a dividend on the 4th of December, with...分析記事 • Jul 24SG HoldingsLtd (TSE:9143) Has Affirmed Its Dividend Of ¥26.00SG Holdings Co.,Ltd. ( TSE:9143 ) will pay a dividend of ¥26.00 on the 4th of December. This means that the annual...分析記事 • Jul 10SG HoldingsLtd (TSE:9143) Is Due To Pay A Dividend Of ¥26.00The board of SG Holdings Co.,Ltd. ( TSE:9143 ) has announced that it will pay a dividend of ¥26.00 per share on the 4th...Declared Dividend • Jul 09Final dividend of JP¥26.00 announcedShareholders will receive a dividend of JP¥26.00. Ex-date: 29th September 2025 Payment date: 4th December 2025 Dividend yield will be 3.3%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 38% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 27+ 1 more updateSG Holdings Co.,Ltd. Announces CEO ChangesSG Holdings Co. Ltd. announced that the new management structure and the structure of the Nomination and Remuneration Advisory Committee were determined in the 19th Ordinary General Meeting of Shareholders held June 27, 2025 and the subsequent meetings of the Nomination and Remuneration Advisory Committee and the Board of Directors. New Management Structure. Name: Eiichi Kuriwada. Position: Chairperson and CEO. Responsibilities and key concurrent positions: Chairman, Sagawa Express Co. Ltd. Name: Hidekazu Matsumoto. Position: President and COO. Responsibilities and key concurrent positions: President, SG Holdings Global Pte. Ltd. Eiichi Kuriwada will continue to be involved in management of the Company and the Group, and lead management of the Group as Chairperson and CEO.お知らせ • Jun 18SG Holdings Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025SG Holdings Co.,Ltd. announced that they will report Q1, 2026 results at 3:30 PM, Tokyo Standard Time on Aug 08, 2025Reported Earnings • May 10Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥92.92 (down from JP¥92.98 in FY 2024). Revenue: JP¥1.48t (up 12% from FY 2024). Net income: JP¥58.1b (flat on FY 2024). Profit margin: 3.9% (down from 4.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.2%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.お知らせ • May 09SG Holdings Co.,Ltd., Annual General Meeting, Jun 27, 2025SG Holdings Co.,Ltd., Annual General Meeting, Jun 27, 2025.Buy Or Sell Opportunity • Apr 09Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.1% to JP¥1,424. The fair value is estimated to be JP¥1,824, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.1% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 6.5% per annum over the same time period.Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.9%).お知らせ • Mar 14SG Holdings Co.,Ltd. to Report Fiscal Year 2025 Results on May 09, 2025SG Holdings Co.,Ltd. announced that they will report fiscal year 2025 results on May 09, 2025Reported Earnings • Feb 08Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥41.41 (up from JP¥36.88 in 3Q 2024). Revenue: JP¥410.8b (up 17% from 3Q 2024). Net income: JP¥25.9b (up 12% from 3Q 2024). Profit margin: 6.3% (down from 6.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 48%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 17% per year.お知らせ • Dec 11SG Holdings Co.,Ltd. to Report Q3, 2025 Results on Feb 07, 2025SG Holdings Co.,Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025Declared Dividend • Dec 05First half dividend of JP¥26.00 announcedShareholders will receive a dividend of JP¥26.00. Ex-date: 28th March 2025 Payment date: 6th June 2025 Dividend yield will be 3.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 37% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 09Second quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2025 results: EPS: JP¥20.93 (down from JP¥21.35 in 2Q 2024). Revenue: JP¥373.5b (up 15% from 2Q 2024). Net income: JP¥13.1b (down 2.1% from 2Q 2024). Profit margin: 3.5% (down from 4.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 16% per year.お知らせ • Nov 08SG Holdings Co.,Ltd. Resolves to Pay Interim Dividend (Second Quarter End) for the Fiscal Year Ended March 31, 2025, Effective December 4, 2024SG Holdings Co.,Ltd. announced that the Board of Directors resolved at a meeting held on November 8, 2024 to pay dividends from surplus (interim dividend) (Second quarter end) for the fiscal year ended March 31, 2025 with the record date of September 30, 2024. Dividend per share is JPY 26. Total amount of dividends is JPY 16,262 million. Effective date is December 4, 2024.Upcoming Dividend • Sep 20Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. Payout ratio is a comfortable 54% and the cash payout ratio is 91%. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.2%).お知らせ • Sep 10SG Holdings Co.,Ltd. to Report Q2, 2025 Results on Nov 08, 2024SG Holdings Co.,Ltd. announced that they will report Q2, 2025 results at 3:30 PM, Tokyo Standard Time on Nov 08, 2024Reported Earnings • Jul 28First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥19.83 (up from JP¥18.90 in 1Q 2024). Revenue: JP¥334.5b (up 5.0% from 1Q 2024). Net income: JP¥12.4b (up 4.2% from 1Q 2024). Profit margin: 3.7% (in line with 1Q 2024). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.Declared Dividend • Jul 11Final dividend of JP¥26.00 announcedShareholders will receive a dividend of JP¥26.00. Ex-date: 27th September 2024 Payment date: 27th November 2024 Dividend yield will be 3.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (55% earnings payout ratio) but not adequately covered by cash flows (91% cash payout ratio). The dividend has increased by an average of 45% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Jun 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to JP¥1,458. The fair value is estimated to be JP¥1,837, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period.お知らせ • Jun 10SG Holdings Co.,Ltd. to Report Q1, 2025 Results on Jul 26, 2024SG Holdings Co.,Ltd. announced that they will report Q1, 2025 results at 3:00 PM, Tokyo Standard Time on Jul 26, 2024お知らせ • Jun 01SG Holdings Co to Launch Share Tender Offer for C&F Logistics HdSG Holdings Co.,Ltd. (TSE:9143) planned to launch share tender offer for Chilled & Frozen Logistics Holdings Co., Ltd. (TSE:9099) aims to acquire 100% stake in C&F. SG plans to offer JPY 5,740 per share, total of JPY 123.7 billion to acquire C&F.Price Target Changed • May 29Price target decreased by 7.9% to JP¥2,013Down from JP¥2,185, the current price target is an average from 9 analysts. New target price is 29% above last closing price of JP¥1,559. Stock is down 24% over the past year. The company is forecast to post earnings per share of JP¥108 for next year compared to JP¥92.98 last year.お知らせ • May 18SG Holdings Reportedly Aims to Acquire Rival Chilled & Frozen LogisticsSG Holdings Co.,Ltd. (TSE:9143) is aiming to acquire Chilled & Frozen Logistics Holdings Co., Ltd. (TSE:9099) Nikkei reported.Reported Earnings • May 01Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥92.98 (down from JP¥200 in FY 2023). Revenue: JP¥1.32t (down 8.2% from FY 2023). Net income: JP¥58.3b (down 54% from FY 2023). Profit margin: 4.4% (down from 8.8% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.2%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • May 01SG Holdings Co.,Ltd., Annual General Meeting, Jun 26, 2024SG Holdings Co.,Ltd., Annual General Meeting, Jun 26, 2024.お知らせ • Apr 30SG Holdings Co.,Ltd. Decreases the Year-End Ordinary Dividend Forecast for the Fiscal Year Ended March 31, 2024SG Holdings Co.,Ltd. at its board meeting held on April 30, 2024 has decreased the year-end ordinary dividend forecast for the fiscal year ended March 31, 2024 by JPY 1 per share from the previous forecast of JPY 26 per share, to JPY 25 per share, since the consolidated financial results for the full year announced fell below the forecast at the beginning of the fiscal year. Combined with the interim dividend, the annual dividend is expected to be JPY 51 per share, the same amount as the previous fiscal year.Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 05 June 2024. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.9%).お知らせ • Mar 07SG Holdings Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2024SG Holdings Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2024New Risk • Jan 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.1% Last year net profit margin: 8.8% 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. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (5.1% net profit margin).Reported Earnings • Jan 27Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: JP¥36.88 (down from JP¥88.40 in 3Q 2023). Revenue: JP¥351.9b (down 3.4% from 3Q 2023). Net income: JP¥23.1b (down 59% from 3Q 2023). Profit margin: 6.6% (down from 15% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 5.0%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Jan 27+ 1 more updateSG Holdings Co.,Ltd. Provides Dividend Guidance for the Fourth Quarter Ending March 31, 2024SG Holdings Co.,Ltd. provided dividend guidance for the fourth quarter ending March 31, 2024. For the period, the company expects to pay dividend of ¥26 against ¥26 paid last year.お知らせ • Dec 01SG Holdings Co.,Ltd. to Report Q3, 2024 Results on Jan 26, 2024SG Holdings Co.,Ltd. announced that they will report Q3, 2024 results on Jan 26, 2024New Risk • Nov 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Oct 29Second quarter 2024 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2024 results: EPS: JP¥21.35 (down from JP¥44.88 in 2Q 2023). Revenue: JP¥324.9b (down 11% from 2Q 2023). Net income: JP¥13.4b (down 53% from 2Q 2023). Profit margin: 4.1% (down from 7.8% in 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Oct 29+ 2 more updatesSG Holdings Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024SG Holdings Co.,Ltd. provided dividend guidance for the Fiscal year ending March 31, 2024. For the year, the company expects dividend of JPY 26.00 per share against JPY 26.00 per share a year ago.Upcoming Dividend • Sep 21Upcoming dividend of JP¥26.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 November 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (2.6%).お知らせ • Sep 03SG Holdings Co.,Ltd. to Report Q2, 2024 Results on Oct 27, 2023SG Holdings Co.,Ltd. announced that they will report Q2, 2024 results on Oct 27, 2023お知らせ • Jul 30+ 3 more updatesSG Holdings Co.,Ltd. Provides Dividend Guidance for the Second Quarter End of Fiscal 2024SG Holdings Co.,Ltd. expected to pay dividend of JPY 26 per share for the second quarter end of fiscal 2024 compared to JPY 25 per share paid a year ago.Reported Earnings • Jul 29First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: JP¥18.90 (down from JP¥36.89 in 1Q 2023). Revenue: JP¥318.5b (down 18% from 1Q 2023). Net income: JP¥11.9b (down 49% from 1Q 2023). Profit margin: 3.7% (down from 6.1% in 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.6%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 04SG Holdings Co.,Ltd. to Report Q1, 2024 Results on Jul 28, 2023SG Holdings Co.,Ltd. announced that they will report Q1, 2024 results on Jul 28, 2023Reported Earnings • Apr 29Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥200 (up from JP¥168 in FY 2022). Revenue: JP¥1.43t (down 9.7% from FY 2022). Net income: JP¥126.5b (up 19% from FY 2022). Profit margin: 8.8% (up from 6.7% in FY 2022). Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates by 3.0%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, while revenues in the Logistics industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥26.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 07 June 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%).Reported Earnings • Jan 28Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: JP¥88.40 (up from JP¥63.21 in 3Q 2022). Revenue: JP¥364.3b (down 17% from 3Q 2022). Net income: JP¥56.0b (up 40% from 3Q 2022). Profit margin: 15% (up from 9.1% in 3Q 2022). Revenue missed analyst estimates by 9.6%. Earnings per share (EPS) exceeded analyst estimates by 23%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 28+ 1 more updateSG Holdings Co.,Ltd. Provides Dividend Guidance for the Fourth Quarter Ending March 31, 2023SG Holdings Co.,Ltd. provided dividend guidance for the fourth quarter ending March 31, 2023. For the period, the company expected dividend of JPY 26.00 per share compared to JPY 30.00 per share last year.お知らせ • Dec 10SG Holdings Co.,Ltd. to Report Q3, 2023 Results on Jan 27, 2023SG Holdings Co.,Ltd. announced that they will report Q3, 2023 results on Jan 27, 2023お知らせ • Nov 24SG Holdings Co.,Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023SG Holdings Co.,Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects operating revenue to be JPY 1,600,000 million against previous guidance of JPY 1,600,000 million. Operating income to be JPY 142,000 million against previous guidance of JPY 142,000 million. Ordinary income to be JPY 143,000 million against previous guidance of JPY 143,000 million. Net income attributable to owners of the parent to be JPY 130,000 million against previous guidance of JPY 108,000 million. Basic net income per share to be JPY 204.64 against previous guidance of JPY 170.01.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Outside Director Mika Takaoka was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 30Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: JP¥44.88 (up from JP¥31.35 in 2Q 2022). Revenue: JP¥364.4b (flat on 2Q 2022). Net income: JP¥28.5b (up 43% from 2Q 2022). Profit margin: 7.8% (up from 5.5% in 2Q 2022). Revenue missed analyst estimates by 8.3%. Earnings per share (EPS) exceeded analyst estimates by 21%. Revenue is forecast to stay flat during the next 3 years compared to a 1.4% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 28+ 2 more updatesSG Holdings Co.,Ltd. Provides Earnings Guidance for the Year Ending March 31, 2023SG Holdings Co.,Ltd. provided earnings guidance for the year ending March 31, 2023. Operating revenues to be ¥1,600,000 million. Operating income to be ¥142,000 million. Net income attributable to owners of the parent to be ¥108,000 million. Basic net income per share to be ¥170.01.Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 28 November 2022. Payout ratio is a comfortable 21% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.8%).お知らせ • Sep 09SG Holdings Co.,Ltd. to Report Q2, 2023 Results on Oct 28, 2022SG Holdings Co.,Ltd. announced that they will report Q2, 2023 results on Oct 28, 2022お知らせ • Sep 07SG Holdings Co.,Ltd. (TSE:9143) announces an Equity Buyback for 5,400,000 shares, representing 0.85% for ¥10,000 million.SG Holdings Co.,Ltd. (TSE:9143) announces an share repurchase program. Under the program the company will repurchase 5,400,000 shares, representing 0.85% of the outstanding shares for ¥10,000 million. The purpose of the program is to enhancing shareholder returns and improving capital efficiency. The program will run until March 31, 2023. As of August 31, 2022, the company had 635,251,888 shares outstanding and 5,142,512 shares in treasury.株主還元9143JP LogisticsJP 市場7D2.6%0.3%0.1%1Y-5.8%14.0%41.7%株主還元を見る業界別リターン: 9143過去 1 年間で14 % の収益を上げたJP Logistics業界を下回りました。リターン対市場: 9143は、過去 1 年間で41.7 % のリターンを上げたJP市場を下回りました。価格変動Is 9143's price volatile compared to industry and market?9143 volatility9143 Average Weekly Movement3.7%Logistics Industry Average Movement3.7%Market Average Movement4.3%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.1%安定した株価: 9143 、 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: 9143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195760,483Eiichi Kuriwadawww.sg-hldgs.co.jpSGホールディングス株式会社は、子会社を通じて、日本国内および海外で、配送、物流、不動産、その他の事業を展開している。同社は国内および国際配送サービス、倉庫保管、検針・検品、海上・航空・陸上輸送への物流加工を含むロジスティクス・ソリューション、国際輸送、通関、地域輸送および配送サービスを提供している。また、不動産施設の運営、管理、賃貸、太陽エネルギー事業も行っている。その他、ITシステムの開発・運用・保守、人材派遣事業、運送事業における損害保険代理店業、トラック燃料販売業、自動車整備・システム販売・保守などを行っている。SGホールディングスは1957年に設立され、京都に本社を置く。もっと見るSG Holdings Co.,Ltd. 基礎のまとめSG HoldingsLtd の収益と売上を時価総額と比較するとどうか。9143 基礎統計学時価総額JP¥899.28b収益（TTM）JP¥59.07b売上高(TTM)JP¥1.64t15.2xPER（株価収益率0.5xP/Sレシオ9143 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9143 損益計算書（TTM）収益JP¥1.64t売上原価JP¥1.45t売上総利益JP¥189.89bその他の費用JP¥130.83b収益JP¥59.07b直近の収益報告Mar 31, 2026次回決算日Aug 07, 2026一株当たり利益（EPS）98.98グロス・マージン11.55%純利益率3.59%有利子負債／自己資本比率63.8%9143 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3.6%現在の配当利回り54%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2026/07/01 17:18終値2026/07/01 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SG Holdings Co.,Ltd. 10 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。14 アナリスト機関Hironori NakakuraBofA Global ResearchOliver James Gray MatthewCLSATom OrdishCLSA11 その他のアナリストを表示
お知らせ • Jun 24SG Holdings Co.,Ltd. to Report Q1, 2027 Results on Aug 07, 2026SG Holdings Co.,Ltd. announced that they will report Q1, 2027 results at 3:30 PM, Tokyo Standard Time on Aug 07, 2026
Reported Earnings • Jun 14Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: JP¥98.17 (up from JP¥92.92 in FY 2025). Revenue: JP¥1.64t (up 11% from FY 2025). Net income: JP¥59.1b (up 1.6% from FY 2025). Profit margin: 3.6% (down from 3.9% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
分析記事 • May 12Earnings Update: SG Holdings Co.,Ltd. (TSE:9143) Just Reported Its Annual Results And Analysts Are Updating Their ForecastsSG Holdings Co.,Ltd. ( TSE:9143 ) shareholders are probably feeling a little disappointed, since its shares fell 5.3...
Reported Earnings • May 09Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: JP¥98.17 (up from JP¥92.92 in FY 2025). Revenue: JP¥1.64t (up 11% from FY 2025). Net income: JP¥59.1b (up 1.6% from FY 2025). Profit margin: 3.6% (down from 3.9% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • May 08SG Holdings Co.,Ltd., Annual General Meeting, Jun 24, 2026SG Holdings Co.,Ltd., Annual General Meeting, Jun 24, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
お知らせ • Jun 24SG Holdings Co.,Ltd. to Report Q1, 2027 Results on Aug 07, 2026SG Holdings Co.,Ltd. announced that they will report Q1, 2027 results at 3:30 PM, Tokyo Standard Time on Aug 07, 2026
Reported Earnings • Jun 14Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: JP¥98.17 (up from JP¥92.92 in FY 2025). Revenue: JP¥1.64t (up 11% from FY 2025). Net income: JP¥59.1b (up 1.6% from FY 2025). Profit margin: 3.6% (down from 3.9% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
分析記事 • May 12Earnings Update: SG Holdings Co.,Ltd. (TSE:9143) Just Reported Its Annual Results And Analysts Are Updating Their ForecastsSG Holdings Co.,Ltd. ( TSE:9143 ) shareholders are probably feeling a little disappointed, since its shares fell 5.3...
Reported Earnings • May 09Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: JP¥98.17 (up from JP¥92.92 in FY 2025). Revenue: JP¥1.64t (up 11% from FY 2025). Net income: JP¥59.1b (up 1.6% from FY 2025). Profit margin: 3.6% (down from 3.9% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • May 08SG Holdings Co.,Ltd., Annual General Meeting, Jun 24, 2026SG Holdings Co.,Ltd., Annual General Meeting, Jun 24, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
お知らせ • Mar 13SG Holdings Co.,Ltd. to Report Fiscal Year 2026 Results on May 08, 2026SG Holdings Co.,Ltd. announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on May 08, 2026
Reported Earnings • Feb 07Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: JP¥35.38 (down from JP¥41.41 in 3Q 2025). Revenue: JP¥447.4b (up 8.9% from 3Q 2025). Net income: JP¥21.2b (down 18% from 3Q 2025). Profit margin: 4.7% (down from 6.3% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 07SG Holdings Co.,Ltd. Revises Consolidated Earnings Guidance for Fiscal Year Ending March 31, 2026SG Holdings Co.,Ltd. revised consolidated earnings guidance for fiscal year ending March 31, 2026. For the year, the company revises Operating revenue to be JPY 1,635,000 million; Operating income to be JPY 90,000 million; Net income attributable to owners of the parent to be JPY 59,000 million; Basic net income per share to be JPY 98.87 compared to Operating revenue to be JPY 1,635,000 Million; Operating income to be JPY 92,000 Million; Net income attributable to owners of the parent to be JPY 59,000 Million; Basic net income per share to be JPY 97.54 previous guidance.
分析記事 • Feb 06These 4 Measures Indicate That SG HoldingsLtd (TSE:9143) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Buy Or Sell Opportunity • Jan 06Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,481. The fair value is estimated to be JP¥1,234, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 34%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.
分析記事 • Dec 27Take Care Before Diving Into The Deep End On SG Holdings Co.,Ltd. (TSE:9143)It's not a stretch to say that SG Holdings Co.,Ltd.'s ( TSE:9143 ) price-to-earnings (or "P/E") ratio of 15.4x right...
お知らせ • Dec 05SG Holdings Co.,Ltd. to Report Q3, 2026 Results on Feb 06, 2026SG Holdings Co.,Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026
Buy Or Sell Opportunity • Dec 04Now 20% overvaluedOver the last 90 days, the stock has fallen 7.2% to JP¥1,513. The fair value is estimated to be JP¥1,259, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 34%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 8.2% per annum over the same time period.
お知らせ • Nov 09+ 1 more updateSG Holdings Co.,Ltd. Announces Dividend for the Second Quarter Fiscal Year Ending March 31, 2026, Payable on December 3, 2025SG Holdings Co.,Ltd. announced dividend of JPY 26.00 per share for the second quarter Fiscal year ending March 31, 2026. Scheduled date to commence dividend payments: December 3, 2025.
Reported Earnings • Nov 08Second quarter 2026 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2026 results: EPS: JP¥21.77 (up from JP¥20.93 in 2Q 2025). Revenue: JP¥415.2b (up 11% from 2Q 2025). Net income: JP¥13.1b (flat on 2Q 2025). Profit margin: 3.2% (down from 3.5% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
分析記事 • Oct 30These 4 Measures Indicate That SG HoldingsLtd (TSE:9143) Is Using Debt Reasonably WellDavid 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 • Oct 12Estimating The Fair Value Of SG Holdings Co.,Ltd. (TSE:9143)Key Insights Using the 2 Stage Free Cash Flow to Equity, SG HoldingsLtd fair value estimate is JP¥1,539 With JP¥1,457...
分析記事 • Sep 21SG HoldingsLtd (TSE:9143) Is Paying Out A Dividend Of ¥26.00SG Holdings Co.,Ltd. ( TSE:9143 ) has announced that it will pay a dividend of ¥26.00 per share on the 4th of December...
分析記事 • Sep 04SG HoldingsLtd (TSE:9143) Is Due To Pay A Dividend Of ¥26.00SG Holdings Co.,Ltd. ( TSE:9143 ) will pay a dividend of ¥26.00 on the 4th of December. This means the annual payment...
お知らせ • Sep 02SG Holdings Co.,Ltd. to Report Q2, 2026 Results on Nov 07, 2025SG Holdings Co.,Ltd. announced that they will report Q2, 2026 results on Nov 07, 2025
New Risk • Aug 09New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 43% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 09First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: JP¥16.69 (down from JP¥19.83 in 1Q 2025). Revenue: JP¥367.4b (up 9.8% from 1Q 2025). Net income: JP¥10.2b (down 18% from 1Q 2025). Profit margin: 2.8% (down from 3.7% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.0%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
分析記事 • Aug 07SG HoldingsLtd's (TSE:9143) Dividend Will Be ¥26.00The board of SG Holdings Co.,Ltd. ( TSE:9143 ) has announced that it will pay a dividend on the 4th of December, with...
分析記事 • Jul 24SG HoldingsLtd (TSE:9143) Has Affirmed Its Dividend Of ¥26.00SG Holdings Co.,Ltd. ( TSE:9143 ) will pay a dividend of ¥26.00 on the 4th of December. This means that the annual...
分析記事 • Jul 10SG HoldingsLtd (TSE:9143) Is Due To Pay A Dividend Of ¥26.00The board of SG Holdings Co.,Ltd. ( TSE:9143 ) has announced that it will pay a dividend of ¥26.00 per share on the 4th...
Declared Dividend • Jul 09Final dividend of JP¥26.00 announcedShareholders will receive a dividend of JP¥26.00. Ex-date: 29th September 2025 Payment date: 4th December 2025 Dividend yield will be 3.3%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 38% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 27+ 1 more updateSG Holdings Co.,Ltd. Announces CEO ChangesSG Holdings Co. Ltd. announced that the new management structure and the structure of the Nomination and Remuneration Advisory Committee were determined in the 19th Ordinary General Meeting of Shareholders held June 27, 2025 and the subsequent meetings of the Nomination and Remuneration Advisory Committee and the Board of Directors. New Management Structure. Name: Eiichi Kuriwada. Position: Chairperson and CEO. Responsibilities and key concurrent positions: Chairman, Sagawa Express Co. Ltd. Name: Hidekazu Matsumoto. Position: President and COO. Responsibilities and key concurrent positions: President, SG Holdings Global Pte. Ltd. Eiichi Kuriwada will continue to be involved in management of the Company and the Group, and lead management of the Group as Chairperson and CEO.
お知らせ • Jun 18SG Holdings Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025SG Holdings Co.,Ltd. announced that they will report Q1, 2026 results at 3:30 PM, Tokyo Standard Time on Aug 08, 2025
Reported Earnings • May 10Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥92.92 (down from JP¥92.98 in FY 2024). Revenue: JP¥1.48t (up 12% from FY 2024). Net income: JP¥58.1b (flat on FY 2024). Profit margin: 3.9% (down from 4.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.2%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
お知らせ • May 09SG Holdings Co.,Ltd., Annual General Meeting, Jun 27, 2025SG Holdings Co.,Ltd., Annual General Meeting, Jun 27, 2025.
Buy Or Sell Opportunity • Apr 09Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.1% to JP¥1,424. The fair value is estimated to be JP¥1,824, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.1% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 6.5% per annum over the same time period.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.9%).
お知らせ • Mar 14SG Holdings Co.,Ltd. to Report Fiscal Year 2025 Results on May 09, 2025SG Holdings Co.,Ltd. announced that they will report fiscal year 2025 results on May 09, 2025
Reported Earnings • Feb 08Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥41.41 (up from JP¥36.88 in 3Q 2024). Revenue: JP¥410.8b (up 17% from 3Q 2024). Net income: JP¥25.9b (up 12% from 3Q 2024). Profit margin: 6.3% (down from 6.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 48%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 17% per year.
お知らせ • Dec 11SG Holdings Co.,Ltd. to Report Q3, 2025 Results on Feb 07, 2025SG Holdings Co.,Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025
Declared Dividend • Dec 05First half dividend of JP¥26.00 announcedShareholders will receive a dividend of JP¥26.00. Ex-date: 28th March 2025 Payment date: 6th June 2025 Dividend yield will be 3.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 37% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 09Second quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2025 results: EPS: JP¥20.93 (down from JP¥21.35 in 2Q 2024). Revenue: JP¥373.5b (up 15% from 2Q 2024). Net income: JP¥13.1b (down 2.1% from 2Q 2024). Profit margin: 3.5% (down from 4.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 16% per year.
お知らせ • Nov 08SG Holdings Co.,Ltd. Resolves to Pay Interim Dividend (Second Quarter End) for the Fiscal Year Ended March 31, 2025, Effective December 4, 2024SG Holdings Co.,Ltd. announced that the Board of Directors resolved at a meeting held on November 8, 2024 to pay dividends from surplus (interim dividend) (Second quarter end) for the fiscal year ended March 31, 2025 with the record date of September 30, 2024. Dividend per share is JPY 26. Total amount of dividends is JPY 16,262 million. Effective date is December 4, 2024.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. Payout ratio is a comfortable 54% and the cash payout ratio is 91%. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.2%).
お知らせ • Sep 10SG Holdings Co.,Ltd. to Report Q2, 2025 Results on Nov 08, 2024SG Holdings Co.,Ltd. announced that they will report Q2, 2025 results at 3:30 PM, Tokyo Standard Time on Nov 08, 2024
Reported Earnings • Jul 28First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥19.83 (up from JP¥18.90 in 1Q 2024). Revenue: JP¥334.5b (up 5.0% from 1Q 2024). Net income: JP¥12.4b (up 4.2% from 1Q 2024). Profit margin: 3.7% (in line with 1Q 2024). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
Declared Dividend • Jul 11Final dividend of JP¥26.00 announcedShareholders will receive a dividend of JP¥26.00. Ex-date: 27th September 2024 Payment date: 27th November 2024 Dividend yield will be 3.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (55% earnings payout ratio) but not adequately covered by cash flows (91% cash payout ratio). The dividend has increased by an average of 45% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Jun 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to JP¥1,458. The fair value is estimated to be JP¥1,837, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period.
お知らせ • Jun 10SG Holdings Co.,Ltd. to Report Q1, 2025 Results on Jul 26, 2024SG Holdings Co.,Ltd. announced that they will report Q1, 2025 results at 3:00 PM, Tokyo Standard Time on Jul 26, 2024
お知らせ • Jun 01SG Holdings Co to Launch Share Tender Offer for C&F Logistics HdSG Holdings Co.,Ltd. (TSE:9143) planned to launch share tender offer for Chilled & Frozen Logistics Holdings Co., Ltd. (TSE:9099) aims to acquire 100% stake in C&F. SG plans to offer JPY 5,740 per share, total of JPY 123.7 billion to acquire C&F.
Price Target Changed • May 29Price target decreased by 7.9% to JP¥2,013Down from JP¥2,185, the current price target is an average from 9 analysts. New target price is 29% above last closing price of JP¥1,559. Stock is down 24% over the past year. The company is forecast to post earnings per share of JP¥108 for next year compared to JP¥92.98 last year.
お知らせ • May 18SG Holdings Reportedly Aims to Acquire Rival Chilled & Frozen LogisticsSG Holdings Co.,Ltd. (TSE:9143) is aiming to acquire Chilled & Frozen Logistics Holdings Co., Ltd. (TSE:9099) Nikkei reported.
Reported Earnings • May 01Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥92.98 (down from JP¥200 in FY 2023). Revenue: JP¥1.32t (down 8.2% from FY 2023). Net income: JP¥58.3b (down 54% from FY 2023). Profit margin: 4.4% (down from 8.8% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.2%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • May 01SG Holdings Co.,Ltd., Annual General Meeting, Jun 26, 2024SG Holdings Co.,Ltd., Annual General Meeting, Jun 26, 2024.
お知らせ • Apr 30SG Holdings Co.,Ltd. Decreases the Year-End Ordinary Dividend Forecast for the Fiscal Year Ended March 31, 2024SG Holdings Co.,Ltd. at its board meeting held on April 30, 2024 has decreased the year-end ordinary dividend forecast for the fiscal year ended March 31, 2024 by JPY 1 per share from the previous forecast of JPY 26 per share, to JPY 25 per share, since the consolidated financial results for the full year announced fell below the forecast at the beginning of the fiscal year. Combined with the interim dividend, the annual dividend is expected to be JPY 51 per share, the same amount as the previous fiscal year.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 05 June 2024. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.9%).
お知らせ • Mar 07SG Holdings Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2024SG Holdings Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2024
New Risk • Jan 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.1% Last year net profit margin: 8.8% 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. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (5.1% net profit margin).
Reported Earnings • Jan 27Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: JP¥36.88 (down from JP¥88.40 in 3Q 2023). Revenue: JP¥351.9b (down 3.4% from 3Q 2023). Net income: JP¥23.1b (down 59% from 3Q 2023). Profit margin: 6.6% (down from 15% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 5.0%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Jan 27+ 1 more updateSG Holdings Co.,Ltd. Provides Dividend Guidance for the Fourth Quarter Ending March 31, 2024SG Holdings Co.,Ltd. provided dividend guidance for the fourth quarter ending March 31, 2024. For the period, the company expects to pay dividend of ¥26 against ¥26 paid last year.
お知らせ • Dec 01SG Holdings Co.,Ltd. to Report Q3, 2024 Results on Jan 26, 2024SG Holdings Co.,Ltd. announced that they will report Q3, 2024 results on Jan 26, 2024
New Risk • Nov 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Oct 29Second quarter 2024 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2024 results: EPS: JP¥21.35 (down from JP¥44.88 in 2Q 2023). Revenue: JP¥324.9b (down 11% from 2Q 2023). Net income: JP¥13.4b (down 53% from 2Q 2023). Profit margin: 4.1% (down from 7.8% in 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Oct 29+ 2 more updatesSG Holdings Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024SG Holdings Co.,Ltd. provided dividend guidance for the Fiscal year ending March 31, 2024. For the year, the company expects dividend of JPY 26.00 per share against JPY 26.00 per share a year ago.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥26.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 November 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (2.6%).
お知らせ • Sep 03SG Holdings Co.,Ltd. to Report Q2, 2024 Results on Oct 27, 2023SG Holdings Co.,Ltd. announced that they will report Q2, 2024 results on Oct 27, 2023
お知らせ • Jul 30+ 3 more updatesSG Holdings Co.,Ltd. Provides Dividend Guidance for the Second Quarter End of Fiscal 2024SG Holdings Co.,Ltd. expected to pay dividend of JPY 26 per share for the second quarter end of fiscal 2024 compared to JPY 25 per share paid a year ago.
Reported Earnings • Jul 29First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: JP¥18.90 (down from JP¥36.89 in 1Q 2023). Revenue: JP¥318.5b (down 18% from 1Q 2023). Net income: JP¥11.9b (down 49% from 1Q 2023). Profit margin: 3.7% (down from 6.1% in 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.6%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 04SG Holdings Co.,Ltd. to Report Q1, 2024 Results on Jul 28, 2023SG Holdings Co.,Ltd. announced that they will report Q1, 2024 results on Jul 28, 2023
Reported Earnings • Apr 29Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥200 (up from JP¥168 in FY 2022). Revenue: JP¥1.43t (down 9.7% from FY 2022). Net income: JP¥126.5b (up 19% from FY 2022). Profit margin: 8.8% (up from 6.7% in FY 2022). Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates by 3.0%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, while revenues in the Logistics industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥26.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 07 June 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%).
Reported Earnings • Jan 28Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: JP¥88.40 (up from JP¥63.21 in 3Q 2022). Revenue: JP¥364.3b (down 17% from 3Q 2022). Net income: JP¥56.0b (up 40% from 3Q 2022). Profit margin: 15% (up from 9.1% in 3Q 2022). Revenue missed analyst estimates by 9.6%. Earnings per share (EPS) exceeded analyst estimates by 23%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 28+ 1 more updateSG Holdings Co.,Ltd. Provides Dividend Guidance for the Fourth Quarter Ending March 31, 2023SG Holdings Co.,Ltd. provided dividend guidance for the fourth quarter ending March 31, 2023. For the period, the company expected dividend of JPY 26.00 per share compared to JPY 30.00 per share last year.
お知らせ • Dec 10SG Holdings Co.,Ltd. to Report Q3, 2023 Results on Jan 27, 2023SG Holdings Co.,Ltd. announced that they will report Q3, 2023 results on Jan 27, 2023
お知らせ • Nov 24SG Holdings Co.,Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023SG Holdings Co.,Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects operating revenue to be JPY 1,600,000 million against previous guidance of JPY 1,600,000 million. Operating income to be JPY 142,000 million against previous guidance of JPY 142,000 million. Ordinary income to be JPY 143,000 million against previous guidance of JPY 143,000 million. Net income attributable to owners of the parent to be JPY 130,000 million against previous guidance of JPY 108,000 million. Basic net income per share to be JPY 204.64 against previous guidance of JPY 170.01.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Outside Director Mika Takaoka was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 30Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: JP¥44.88 (up from JP¥31.35 in 2Q 2022). Revenue: JP¥364.4b (flat on 2Q 2022). Net income: JP¥28.5b (up 43% from 2Q 2022). Profit margin: 7.8% (up from 5.5% in 2Q 2022). Revenue missed analyst estimates by 8.3%. Earnings per share (EPS) exceeded analyst estimates by 21%. Revenue is forecast to stay flat during the next 3 years compared to a 1.4% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 28+ 2 more updatesSG Holdings Co.,Ltd. Provides Earnings Guidance for the Year Ending March 31, 2023SG Holdings Co.,Ltd. provided earnings guidance for the year ending March 31, 2023. Operating revenues to be ¥1,600,000 million. Operating income to be ¥142,000 million. Net income attributable to owners of the parent to be ¥108,000 million. Basic net income per share to be ¥170.01.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 28 November 2022. Payout ratio is a comfortable 21% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.8%).
お知らせ • Sep 09SG Holdings Co.,Ltd. to Report Q2, 2023 Results on Oct 28, 2022SG Holdings Co.,Ltd. announced that they will report Q2, 2023 results on Oct 28, 2022
お知らせ • Sep 07SG Holdings Co.,Ltd. (TSE:9143) announces an Equity Buyback for 5,400,000 shares, representing 0.85% for ¥10,000 million.SG Holdings Co.,Ltd. (TSE:9143) announces an share repurchase program. Under the program the company will repurchase 5,400,000 shares, representing 0.85% of the outstanding shares for ¥10,000 million. The purpose of the program is to enhancing shareholder returns and improving capital efficiency. The program will run until March 31, 2023. As of August 31, 2022, the company had 635,251,888 shares outstanding and 5,142,512 shares in treasury.
