Mitsubishi Logistics（9301）株式概要三菱倉庫は日本国内および国際的な物流サービスを提供している。 詳細9301 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績4/6財務の健全性4/6配当金4/6報酬株価収益率（ 9.8 x） JP市場（ 14 x）を下回っています。過去1年間で収益は71.9%増加しました リスク分析今後3年間の収益は年平均19.4%減少すると予測されている。 2.8%の配当はフリーキャッシュフローで十分にカバーされていない 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9301 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW488,917 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG488,917 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥1.57k9.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0325b2016201920222025202620282031Revenue JP¥324.5bEarnings JP¥65.0bAdvancedSet Fair ValueView all narrativesMitsubishi Logistics Corporation 競合他社KamigumiSymbol: TSE:9364Market cap: JP¥510.9bSumitomo WarehouseSymbol: TSE:9303Market cap: JP¥293.9bMeiko TransSymbol: NSE:9357Market cap: JP¥71.0bIsewan Terminal ServiceSymbol: NSE:9359Market cap: JP¥24.0b価格と性能株価の高値、安値、推移の概要Mitsubishi Logistics過去の株価現在の株価JP¥1,572.0052週高値JP¥1,632.0052週安値JP¥1,066.50ベータ0.321ヶ月の変化11.45%3ヶ月変化12.61%1年変化34.65%3年間の変化127.30%5年間の変化139.63%IPOからの変化158.55%最新ニュースお知らせ • Jun 23Mitsubishi Logistics Corporation to Report Nine Months, 2027 Results on Jan 29, 2027Mitsubishi Logistics Corporation announced that they will report nine months, 2027 results on Jan 29, 2027お知らせ • May 30Mitsubishi Logistics Corporation Announces Organizational ReformsMitsubishi Logistics Corporation announced that at the meeting of the Board of Directors held on May 29, 2026, the Company resolved organizational reforms and personnel changes. Toward the realization of our growth strategies (“Leap of the Logistics Business” and “Expansion of overseas business”) set forth in the Business Plan (2025–2030), company will establish a “Global Account Sales Division” responsible for making proposals regarding integrated domestic and international logistics services and supporting expansion of our clients’ overseas business. Furthermore, Company will transfer the sales and operations from the International Transportation Business Division to the Overseas Business Division. To clearly demonstrate commitment to strengthening initiatives for new digital strategies, including AI and data utilization, Company will change the name of the “Information Systems Division” to the “Digital & IT Division”.お知らせ • May 18Mitsubishi Logistics Corporation to Report Q2, 2027 Results on Oct 30, 2026Mitsubishi Logistics Corporation announced that they will report Q2, 2027 results at 3:30 PM, Tokyo Standard Time on Oct 30, 2026お知らせ • May 17Mitsubishi Logistics Corporation to Report Q1, 2027 Results on Jul 31, 2026Mitsubishi Logistics Corporation announced that they will report Q1, 2027 results at 3:30 PM, Tokyo Standard Time on Jul 31, 2026ライブニュース • May 13Mitsubishi Logistics Net Profit Surges as Asset Sales Drive Outlook for Growth and Higher DividendsMitsubishi Logistics reported a 72% rise in net profit, mainly driven by asset sales, even as revenue and operating profit declined for FY2025. The company’s latest business plan points to overseas expansion and higher asset turnover as core areas of focus. Management also outlined an entry into grid electricity storage and is projecting moderate growth and higher dividend payouts for FY2026. The heavy reliance on asset sales for profit highlights a gap between headline earnings and underlying operating trends. It is therefore worth focusing on how core logistics and real estate operations evolve from here. The planned overseas push, greater asset turnover and move into grid storage introduce new opportunities, but also bring execution and capital allocation risks that you should weigh against the company’s higher dividend ambitions.お知らせ • Apr 30Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026.最新情報をもっと見るRecent updatesお知らせ • Jun 23Mitsubishi Logistics Corporation to Report Nine Months, 2027 Results on Jan 29, 2027Mitsubishi Logistics Corporation announced that they will report nine months, 2027 results on Jan 29, 2027お知らせ • May 30Mitsubishi Logistics Corporation Announces Organizational ReformsMitsubishi Logistics Corporation announced that at the meeting of the Board of Directors held on May 29, 2026, the Company resolved organizational reforms and personnel changes. Toward the realization of our growth strategies (“Leap of the Logistics Business” and “Expansion of overseas business”) set forth in the Business Plan (2025–2030), company will establish a “Global Account Sales Division” responsible for making proposals regarding integrated domestic and international logistics services and supporting expansion of our clients’ overseas business. Furthermore, Company will transfer the sales and operations from the International Transportation Business Division to the Overseas Business Division. To clearly demonstrate commitment to strengthening initiatives for new digital strategies, including AI and data utilization, Company will change the name of the “Information Systems Division” to the “Digital & IT Division”.お知らせ • May 18Mitsubishi Logistics Corporation to Report Q2, 2027 Results on Oct 30, 2026Mitsubishi Logistics Corporation announced that they will report Q2, 2027 results at 3:30 PM, Tokyo Standard Time on Oct 30, 2026お知らせ • May 17Mitsubishi Logistics Corporation to Report Q1, 2027 Results on Jul 31, 2026Mitsubishi Logistics Corporation announced that they will report Q1, 2027 results at 3:30 PM, Tokyo Standard Time on Jul 31, 2026ライブニュース • May 13Mitsubishi Logistics Net Profit Surges as Asset Sales Drive Outlook for Growth and Higher DividendsMitsubishi Logistics reported a 72% rise in net profit, mainly driven by asset sales, even as revenue and operating profit declined for FY2025. The company’s latest business plan points to overseas expansion and higher asset turnover as core areas of focus. Management also outlined an entry into grid electricity storage and is projecting moderate growth and higher dividend payouts for FY2026. The heavy reliance on asset sales for profit highlights a gap between headline earnings and underlying operating trends. It is therefore worth focusing on how core logistics and real estate operations evolve from here. The planned overseas push, greater asset turnover and move into grid storage introduce new opportunities, but also bring execution and capital allocation risks that you should weigh against the company’s higher dividend ambitions.お知らせ • Apr 30Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026.お知らせ • Feb 27Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 11,000,000 shares, representing 3.18% for ¥10,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase 11,000,000 shares, representing 3.18% of its share capital, for ¥10,000 million. The company will repurchase its shares to flexibly enhance shareholder returns and improve capital efficiency. The repurchased shares will be cancelled. The program will run until October 31, 2026. As of January 31, 2026, the company had 345,596,261 shares outstanding (excluding treasury shares) and 33,286,034 shares in treasury.Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥27.03 (vs JP¥16.19 in 3Q 2025)Third quarter 2026 results: EPS: JP¥27.03 (up from JP¥16.19 in 3Q 2025). Revenue: JP¥69.0b (down 13% from 3Q 2025). Net income: JP¥9.43b (up 58% from 3Q 2025). Profit margin: 14% (up from 7.5% in 3Q 2025). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 29% per year.分析記事 • Jan 30Mitsubishi Logistics (TSE:9301) Is Due To Pay A Dividend Of ¥18.00The board of Mitsubishi Logistics Corporation ( TSE:9301 ) has announced that it will pay a dividend of ¥18.00 per...お知らせ • Jan 30Mitsubishi Logistics Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Mitsubishi Logistics Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2026. for the year, the company expects revenue of JPY 280,000 million, Operating profit of JPY 16,000 million, Profit attributable to owners of parent of JPY 50,000 million and Basic earnings per share of JPY 142.16 against revenue of JPY 280,000 million, Operating profit of JPY 16,000 million, Profit attributable to owners of parent of JPY 45,000 million and Basic earnings per share of JPY 128.07 expected previously. Reason for revision: For the nine months ended December 31, 2026, revenue, operating profit, business profit, and ordinary profit generally progressed in line with the previously announced forecast. With regard to profit attributable to owners of parent, the Company decided to move forward with a plan to reduce its cross-shareholdings as announced in the "Notice Concerning Sale of Investment Securities" released today. The Company expects to record a gain on sale of investment securities as extraordinary income in the fourth quarter of the current consolidated fiscal year. Meanwhile, the Cavalier Logistics Group, a subsidiary that provides logistic services for pharmaceutical and healthcare products and logistic services for U.S. government, suffered changes in the management environment, such as a decline in cargo handling resulting from changes in the business environment caused by policies of the new U.S. administration and a delay in commencement of cargo handling at warehouses that began operating in the current fiscal year. After reviewing future business plans, the Company expects to record impairment losses on goodwill, etc. of approximately ¥5.0 billion as extraordinary losses in the fourth quarter of the current fiscal year. Accordingly, the Company has revised its financial results forecasts as described above. Note that the gain on sale of investment securities and impairment losses on goodwill, etc. (approximately ¥5.0 billion) are estimated values. The Company will release another notice if matters that should be disclosed arise.分析記事 • Jan 29Mitsubishi Logistics Corporation's (TSE:9301) Earnings Are Not Doing Enough For Some InvestorsWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider...分析記事 • Jan 07Here's Why Mitsubishi Logistics (TSE:9301) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Dec 16Mitsubishi Logistics (TSE:9301) Will Pay A Dividend Of ¥18.00Mitsubishi Logistics Corporation ( TSE:9301 ) has announced that it will pay a dividend of ¥18.00 per share on the 30th...お知らせ • Dec 13Mitsubishi Logistics Corporation to Report Fiscal Year 2026 Results on Apr 30, 2026Mitsubishi Logistics Corporation announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on Apr 30, 2026分析記事 • Dec 02Mitsubishi Logistics (TSE:9301) Is Due To Pay A Dividend Of ¥18.00The board of Mitsubishi Logistics Corporation ( TSE:9301 ) has announced that it will pay a dividend on the 30th of...Declared Dividend • Dec 02First half dividend of JP¥18.00 announcedShareholders will receive a dividend of JP¥18.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 3.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (12% earnings payout ratio) but not covered by cash flows (259% cash payout ratio). The dividend has increased by an average of 22% 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 decline by 44% over the next 3 years. However, it would need to fall by 87% to increase the payout ratio to a potentially unsustainable range.分析記事 • Nov 10Investors Shouldn't Be Too Comfortable With Mitsubishi Logistics' (TSE:9301) EarningsMitsubishi Logistics Corporation's ( TSE:9301 ) robust earnings report didn't manage to move the market for its stock...Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥40.42 (vs JP¥9.56 in 2Q 2025)Second quarter 2026 results: EPS: JP¥40.42 (up from JP¥9.56 in 2Q 2025). Revenue: JP¥67.6b (down 2.1% from 2Q 2025). Net income: JP¥14.3b (up 299% from 2Q 2025). Profit margin: 21% (up from 5.2% in 2Q 2025). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year.分析記事 • Oct 30Mitsubishi Logistics (TSE:9301) Might Have The Makings Of A Multi-BaggerIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.0%).Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥51.80 (vs JP¥33.77 in 1Q 2025)First quarter 2026 results: EPS: JP¥51.80 (up from JP¥33.77 in 1Q 2025). Revenue: JP¥68.6b (up 4.1% from 1Q 2025). Net income: JP¥18.6b (up 45% from 1Q 2025). Profit margin: 27% (up from 19% in 1Q 2025). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 18% per year.分析記事 • Jul 19Mitsubishi Logistics Corporation's (TSE:9301) Business Is Yet to Catch Up With Its Share PriceIt's not a stretch to say that Mitsubishi Logistics Corporation's ( TSE:9301 ) price-to-earnings (or "P/E") ratio of...Declared Dividend • Jul 09Final dividend of JP¥18.00 announcedShareholders will receive a dividend of JP¥18.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 22% 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 decline by 10% over the next 3 years. However, it would need to fall by 51% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Jul 01Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥85.92 (up from JP¥71.89 in FY 2024). Revenue: JP¥284.1b (up 12% from FY 2024). Net income: JP¥31.9b (up 15% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.1%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 21% per year.分析記事 • Jun 14Mitsubishi Logistics (TSE:9301) Is Experiencing Growth In Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...分析記事 • May 09We Think You Should Be Aware Of Some Concerning Factors In Mitsubishi Logistics' (TSE:9301) EarningsMitsubishi Logistics Corporation's ( TSE:9301 ) healthy profit numbers didn't contain any surprises for investors. We...Reported Earnings • May 01Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥85.92 (up from JP¥71.89 in FY 2024). Revenue: JP¥284.1b (up 12% from FY 2024). Net income: JP¥31.9b (up 15% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.1%. Revenue is forecast to stay flat during the next 3 years compared to a 6.1% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 17% per year and the company’s share price has also increased by 17% per year.お知らせ • Apr 30Mitsubishi Logistics Corporation, Annual General Meeting, Jun 27, 2025Mitsubishi Logistics Corporation, Annual General Meeting, Jun 27, 2025.お知らせ • Apr 19+ 2 more updatesMitsubishi Logistics Corporation to Report Nine Months, 2026 Results on Jan 30, 2026Mitsubishi Logistics Corporation announced that they will report nine months, 2026 results on Jan 30, 2026分析記事 • Apr 14Here's Why Mitsubishi Logistics (TSE:9301) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Apr 01Mitsubishi Logistics Corporation(TSE:9301) dropped from Nikkei 225 IndexMistusbishi logistics Corporation has been dropped from the Nikkei 225 Index.Upcoming Dividend • Mar 21Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).分析記事 • Mar 19Investors Interested In Mitsubishi Logistics Corporation's (TSE:9301) EarningsIt's not a stretch to say that Mitsubishi Logistics Corporation's ( TSE:9301 ) price-to-earnings (or "P/E") ratio of...お知らせ • Mar 04Mitsubishi Logistics Corporation to Report Fiscal Year 2025 Results on Apr 30, 2025Mitsubishi Logistics Corporation announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Apr 30, 2025Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥16.19 (vs JP¥39.31 in 3Q 2024)Third quarter 2025 results: EPS: JP¥16.19 (down from JP¥39.31 in 3Q 2024). Revenue: JP¥79.4b (up 19% from 3Q 2024). Net income: JP¥5.96b (down 61% from 3Q 2024). Profit margin: 7.5% (down from 23% in 3Q 2024). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 13These 4 Measures Indicate That Mitsubishi Logistics (TSE:9301) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Dec 27Mitsubishi Logistics (TSE:9301) Has Some Way To Go To Become A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...お知らせ • Dec 03Mitsubishi Logistics Corporation to Report Q3, 2025 Results on Jan 31, 2025Mitsubishi Logistics Corporation announced that they will report Q3, 2025 results on Jan 31, 2025分析記事 • Nov 07Mitsubishi Logistics' (TSE:9301) Profits May Not Reveal Underlying IssuesMitsubishi Logistics Corporation's ( TSE:9301 ) stock didn't jump after it announced some healthy earnings. We did some...Reported Earnings • Nov 02Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: JP¥69.0b (up 10% from 2Q 2024). Net income: JP¥3.58b (down 11% from 2Q 2024). Profit margin: 5.2% (down from 6.4% in 2Q 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Infrastructure industry in Asia. 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 18% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 20Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.7%).お知らせ • Aug 28Mitsubishi Logistics Corporation to Report Q2, 2025 Results on Oct 31, 2024Mitsubishi Logistics Corporation announced that they will report Q2, 2025 results on Oct 31, 2024分析記事 • Aug 20Does Mitsubishi Logistics (TSE:9301) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥4,291, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Infrastructure industry in Asia. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,200 per share.Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥169 (vs JP¥69.56 in 1Q 2024)First quarter 2025 results: EPS: JP¥169 (up from JP¥69.56 in 1Q 2024). Revenue: JP¥65.9b (up 4.2% from 1Q 2024). Net income: JP¥12.8b (up 135% from 1Q 2024). Profit margin: 19% (up from 8.6% in 1Q 2024). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 14% per year.Price Target Changed • Jun 26Price target increased by 10% to JP¥6,000Up from JP¥5,450, the current price target is an average from 5 analysts. New target price is 12% above last closing price of JP¥5,339. Stock is up 49% over the past year. The company is forecast to post earnings per share of JP¥503 for next year compared to JP¥359 last year.お知らせ • Jun 06Mitsubishi Logistics Corporation to Report Q1, 2025 Results on Jul 31, 2024Mitsubishi Logistics Corporation announced that they will report Q1, 2025 results on Jul 31, 2024Price Target Changed • Jun 06Price target increased by 22% to JP¥5,450Up from JP¥4,450, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥5,417. Stock is up 58% over the past year. The company is forecast to post earnings per share of JP¥497 for next year compared to JP¥359 last year.Major Estimate Revision • Jun 01Consensus EPS estimates increase by 10%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from JP¥271.9b to JP¥265.4b. EPS estimate rose from JP¥349 to JP¥386. Net income forecast to grow 3.8% next year vs 11% growth forecast for Infrastructure industry in Japan. Consensus price target up from JP¥4,450 to JP¥4,625. Share price was steady at JP¥5,171 over the past week.お知らせ • May 25Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 3,000,000 shares, representing 3.96% for ¥10,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase 3,000,000 shares, representing 3.96% of its share capital, for ¥10,000 million. The company will repurchase its shares to flexibly enhance shareholder returns and improve capital efficiency. The program will run until October 31, 2024. As of April 30, 2024, the company had 75,833,722 shares outstanding (excluding treasury shares) and 3,750,517 shares in treasury.お知らせ • May 16Senko Group Responses Rumors to Acquire Logistics Subsidiary from Mitsubishi ElectricSENKO Group Holdings Co., Ltd. (TSE:9069) said not considering purchasing Mitsubishi Logistics Corporation (TSE:9301) at this moment, in response to media report it plans to acquire the logistic subsidiary from Mitsubishi Electric Corporation (TSE:6503).Reported Earnings • May 01Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥359 (up from JP¥342 in FY 2023). Revenue: JP¥254.5b (down 15% from FY 2023). Net income: JP¥27.8b (up 2.1% from FY 2023). Profit margin: 11% (up from 9.1% in FY 2023). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) exceeded analyst estimates by 2.8%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.分析記事 • Apr 12Mitsubishi Logistics Corporation's (TSE:9301) Share Price Not Quite Adding UpIt's not a stretch to say that Mitsubishi Logistics Corporation's ( TSE:9301 ) price-to-earnings (or "P/E") ratio of...Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.1%).分析記事 • Mar 15Mitsubishi Logistics (TSE:9301) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...お知らせ • Mar 02Mitsubishi Logistics Corporation to Report Fiscal Year 2024 Results on Apr 30, 2024Mitsubishi Logistics Corporation announced that they will report fiscal year 2024 results on Apr 30, 2024Price Target Changed • Feb 29Price target increased by 12% to JP¥4,350Up from JP¥3,900, the current price target is an average from 2 analysts. New target price is 5.3% below last closing price of JP¥4,595. Stock is up 45% over the past year. The company is forecast to post earnings per share of JP¥337 for next year compared to JP¥342 last year.Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥197 (vs JP¥108 in 3Q 2023)Third quarter 2024 results: EPS: JP¥197 (up from JP¥108 in 3Q 2023). Revenue: JP¥66.7b (down 14% from 3Q 2023). Net income: JP¥15.1b (up 77% from 3Q 2023). Profit margin: 23% (up from 11% in 3Q 2023). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Dec 08Mitsubishi Logistics Corporation to Report Q3, 2024 Results on Jan 31, 2024Mitsubishi Logistics Corporation announced that they will report Q3, 2024 results on Jan 31, 2024Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥51.66 (vs JP¥57.01 in 2Q 2023)Second quarter 2024 results: EPS: JP¥51.66 (down from JP¥57.01 in 2Q 2023). Revenue: JP¥62.5b (down 20% from 2Q 2023). Net income: JP¥4.03b (down 12% from 2Q 2023). Profit margin: 6.4% (up from 5.8% in 2Q 2023). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.1%).お知らせ • Aug 31Mitsubishi Logistics Corporation to Report Q2, 2024 Results on Oct 31, 2023Mitsubishi Logistics Corporation announced that they will report Q2, 2024 results on Oct 31, 2023Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥69.56 (vs JP¥104 in 1Q 2023)First quarter 2024 results: EPS: JP¥69.56 (down from JP¥104 in 1Q 2023). Revenue: JP¥63.2b (down 17% from 1Q 2023). Net income: JP¥5.44b (down 36% from 1Q 2023). Profit margin: 8.6% (down from 11% in 1Q 2023). Revenue is expected to decline by 1.0% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Asia are expected to grow by 15%. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Aug 01Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 3,500,000 shares, representing 4.48% for ¥10,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase 3,500,000 shares, representing 4.48% of its share capital, for ¥10,000 million. The company will repurchase its shares to flexibly enhance shareholder returns and improve capital efficiency. The program will run until March 29, 2023. As of June 30, 2023, the company had 78,180,323 shares outstanding (excluding treasury shares) and 3,780,416 shares in treasury.お知らせ • Jun 10Mitsubishi Logistics Corporation to Report Q1, 2024 Results on Jul 31, 2023Mitsubishi Logistics Corporation announced that they will report Q1, 2024 results on Jul 31, 2023Major Estimate Revision • Jun 03Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥283 to JP¥315. Revenue forecast steady at JP¥264.8b. Net income forecast to shrink 10% next year vs 15% growth forecast for Infrastructure industry in Japan . Consensus price target of JP¥3,567 unchanged from last update. Share price was steady at JP¥3,410 over the past week.Reported Earnings • Apr 29Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥342 (up from JP¥219 in FY 2022). Revenue: JP¥300.6b (up 17% from FY 2022). Net income: JP¥27.2b (up 52% from FY 2022). Profit margin: 9.1% (up from 7.0% in FY 2022). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 2.7%. Revenue is expected to decline by 8.1% p.a. on average during the next 2 years, while revenues in the Infrastructure industry in Japan are expected to grow by 6.5%. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.4%).Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥108 (vs JP¥61.80 in 3Q 2022)Third quarter 2023 results: EPS: JP¥108 (up from JP¥61.80 in 3Q 2022). Revenue: JP¥77.7b (up 16% from 3Q 2022). Net income: JP¥8.57b (up 71% from 3Q 2022). Profit margin: 11% (up from 7.5% in 3Q 2022). Revenue is expected to decline by 5.9% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Japan are expected to grow by 11%. Over the last 3 years on average, earnings per share has increased by 11% 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 • Nov 30Mitsubishi Logistics Corporation to Report Q3, 2023 Results on Jan 31, 2023Mitsubishi Logistics Corporation announced that they will report Q3, 2023 results on Jan 31, 2023Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥57.01 (vs JP¥43.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥57.01 (up from JP¥43.58 in 2Q 2022). Revenue: JP¥78.1b (up 29% from 2Q 2022). Net income: JP¥4.56b (up 29% from 2Q 2022). Profit margin: 5.8% (in line with 2Q 2022). Revenue is expected to decline by 4.7% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Japan are expected to grow by 9.9%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥57.01 (vs JP¥43.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥57.01 (up from JP¥43.58 in 2Q 2022). Revenue: JP¥78.1b (up 29% from 2Q 2022). Net income: JP¥4.56b (up 29% from 2Q 2022). Profit margin: 5.8% (in line with 2Q 2022). Revenue is expected to decline by 4.7% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Japan are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥41.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.0%).Major Estimate Revision • Aug 05Consensus revenue estimates increase by 20%The consensus outlook for revenues in 2023 has improved. 2023 revenue forecast increased from JP¥246.0b to JP¥295.6b. EPS estimate increased from JP¥228 to JP¥333 per share. Net income forecast to grow 9.5% next year vs 12% growth forecast for Infrastructure industry in Japan. Consensus price target up from JP¥3,333 to JP¥3,467. Share price rose 3.5% to JP¥3,680 over the past week.Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥104 (vs JP¥39.71 in 1Q 2022)First quarter 2023 results: EPS: JP¥104 (up from JP¥39.71 in 1Q 2022). Revenue: JP¥76.2b (up 34% from 1Q 2022). Net income: JP¥8.45b (up 158% from 1Q 2022). Profit margin: 11% (up from 5.7% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 4.0% compared to a 54% growth forecast for the 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 only increased by 9% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Jun 14Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥203 to JP¥228. Revenue forecast steady at JP¥246.0b. Net income forecast to grow 3.2% next year vs 12% growth forecast for Infrastructure industry in Japan. Consensus price target up from JP¥3,250 to JP¥3,350. Share price rose 2.9% to JP¥3,185 over the past week.Reported Earnings • Apr 30Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥219 (down from JP¥462 in FY 2021). Revenue: JP¥257.2b (up 20% from FY 2021). Net income: JP¥17.9b (down 54% from FY 2021). Profit margin: 7.0% (down from 18% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 6.4%. Over the next year, revenue is expected to shrink by 5.7% compared to a 49% growth forecast for the 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 remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥39.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (3.0%).Reported Earnings • Feb 02Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥61.80 (up from JP¥28.63 in 3Q 2021). Revenue: JP¥66.9b (up 25% from 3Q 2021). Net income: JP¥5.02b (up 108% from 3Q 2021). Profit margin: 7.5% (up from 4.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Over the next year, revenue is expected to shrink by 2.3% compared to a 42% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Feb 02Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 consensus EPS increased from JP¥185 to JP¥205. Revenues were reaffirmed at JP¥242.2b. Net income forecast to shrink 4.0% next year vs 14% growth forecast for Infrastructure industry in Japan . Consensus price target of JP¥3,267 unchanged from last update. Share price rose 2.1% to JP¥2,767 over the past week.Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥43.58 (vs JP¥336 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥60.7b (up 19% from 2Q 2021). Net income: JP¥3.55b (down 88% from 2Q 2021). Profit margin: 5.8% (down from 56% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥39.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (2.6%).Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥39.71 (vs JP¥18.96 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥56.9b (up 13% from 1Q 2021). Net income: JP¥3.27b (up 101% from 1Q 2021). Profit margin: 5.7% (up from 3.2% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 04Full year 2021 earnings released: EPS JP¥462 (vs JP¥137 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥213.7b (down 6.7% from FY 2020). Net income: JP¥39.2b (up 230% from FY 2020). Profit margin: 18% (up from 5.2% in FY 2020). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (2.2%).Is New 90 Day High Low • Feb 24New 90-day high: JP¥3,450The company is up 13% from its price of JP¥3,055 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Infrastructure industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥925 per share.Is New 90 Day High Low • Feb 08New 90-day high: JP¥3,230The company is up 1.0% from its price of JP¥3,185 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥946 per share.Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥28.63 (vs JP¥38.38 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥53.4b (down 4.0% from 3Q 2020). Net income: JP¥2.41b (down 27% from 3Q 2020). Profit margin: 4.5% (down from 5.9% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Feb 03Revenue and earnings miss expectationsRevenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 4.8%, compared to a 11% growth forecast for the Infrastructure industry in Japan.Is New 90 Day High Low • Jan 14New 90-day high: JP¥3,205The company is up 10.0% from its price of JP¥2,905 on 16 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥951 per share.株主還元9301JP InfrastructureJP 市場7D-0.6%2.6%0.2%1Y34.6%28.0%42.8%株主還元を見る業界別リターン: 9301過去 1 年間で28 % の収益を上げたJP Infrastructure業界を上回りました。リターン対市場: 9301は、過去 1 年間で42.8 % のリターンを上げたJP市場を下回りました。価格変動Is 9301's price volatile compared to industry and market?9301 volatility9301 Average Weekly Movement3.1%Infrastructure Industry Average Movement3.0%Market Average Movement4.2%10% most volatile stocks in JP Market9.2%10% least volatile stocks in JP Market2.1%安定した株価: 9301 、 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: 9301の 週次ボラティリティ ( 3% ) 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18874,991Hidechika Saitowww.mitsubishi-logistics.co.jp三菱倉庫は日本および海外で物流サービスを提供している。ロジスティクス事業と不動産事業を通じて事業を展開している。同社は倉庫保管、港湾、国際、陸上、海上輸送、通関サービスを提供している。また、物流情報システムの開発・販売・運営管理、駐車場・ショッピングセンターの管理・運営、各種建設プロジェクトの設計・請負、マンション管理サービスなども行っている。また、建築工事の設計・監理、医薬品・医療機器等の包装・表示・保管業務、オフィスビル・商業施設・ホテル・住宅等の不動産の売買・賃貸・管理、倉庫の運営・保管、物流センターの運営・加工、電子修理センターの運営などにも携わっている。旧社名は三菱倉庫株式会社で、1996年に三菱倉庫株式会社に商号変更した。三菱倉庫は1887 年に設立され、東京に本社を置く。もっと見るMitsubishi Logistics Corporation 基礎のまとめMitsubishi Logistics の収益と売上を時価総額と比較するとどうか。9301 基礎統計学時価総額JP¥538.90b収益（TTM）JP¥54.77b売上高(TTM)JP¥273.45b9.8xPER（株価収益率2.0xP/Sレシオ9301 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9301 損益計算書（TTM）収益JP¥273.45b売上原価JP¥239.91b売上総利益JP¥33.54bその他の費用-JP¥21.24b収益JP¥54.77b直近の収益報告Mar 31, 2026次回決算日Jul 31, 2026一株当たり利益（EPS）159.78グロス・マージン12.26%純利益率20.03%有利子負債／自己資本比率26.9%9301 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.8%現在の配当利回り23%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2026/07/10 16:43終値2026/07/10 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Mitsubishi Logistics Corporation 5 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。11 アナリスト機関Ryota HimenoBarclaysRyota HimenoCitigroup IncMasayoshi YonezawaDaiwa Securities Co. Ltd.8 その他のアナリストを表示
お知らせ • Jun 23Mitsubishi Logistics Corporation to Report Nine Months, 2027 Results on Jan 29, 2027Mitsubishi Logistics Corporation announced that they will report nine months, 2027 results on Jan 29, 2027
お知らせ • May 30Mitsubishi Logistics Corporation Announces Organizational ReformsMitsubishi Logistics Corporation announced that at the meeting of the Board of Directors held on May 29, 2026, the Company resolved organizational reforms and personnel changes. Toward the realization of our growth strategies (“Leap of the Logistics Business” and “Expansion of overseas business”) set forth in the Business Plan (2025–2030), company will establish a “Global Account Sales Division” responsible for making proposals regarding integrated domestic and international logistics services and supporting expansion of our clients’ overseas business. Furthermore, Company will transfer the sales and operations from the International Transportation Business Division to the Overseas Business Division. To clearly demonstrate commitment to strengthening initiatives for new digital strategies, including AI and data utilization, Company will change the name of the “Information Systems Division” to the “Digital & IT Division”.
お知らせ • May 18Mitsubishi Logistics Corporation to Report Q2, 2027 Results on Oct 30, 2026Mitsubishi Logistics Corporation announced that they will report Q2, 2027 results at 3:30 PM, Tokyo Standard Time on Oct 30, 2026
お知らせ • May 17Mitsubishi Logistics Corporation to Report Q1, 2027 Results on Jul 31, 2026Mitsubishi Logistics Corporation announced that they will report Q1, 2027 results at 3:30 PM, Tokyo Standard Time on Jul 31, 2026
ライブニュース • May 13Mitsubishi Logistics Net Profit Surges as Asset Sales Drive Outlook for Growth and Higher DividendsMitsubishi Logistics reported a 72% rise in net profit, mainly driven by asset sales, even as revenue and operating profit declined for FY2025. The company’s latest business plan points to overseas expansion and higher asset turnover as core areas of focus. Management also outlined an entry into grid electricity storage and is projecting moderate growth and higher dividend payouts for FY2026. The heavy reliance on asset sales for profit highlights a gap between headline earnings and underlying operating trends. It is therefore worth focusing on how core logistics and real estate operations evolve from here. The planned overseas push, greater asset turnover and move into grid storage introduce new opportunities, but also bring execution and capital allocation risks that you should weigh against the company’s higher dividend ambitions.
お知らせ • Apr 30Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026.
お知らせ • Jun 23Mitsubishi Logistics Corporation to Report Nine Months, 2027 Results on Jan 29, 2027Mitsubishi Logistics Corporation announced that they will report nine months, 2027 results on Jan 29, 2027
お知らせ • May 30Mitsubishi Logistics Corporation Announces Organizational ReformsMitsubishi Logistics Corporation announced that at the meeting of the Board of Directors held on May 29, 2026, the Company resolved organizational reforms and personnel changes. Toward the realization of our growth strategies (“Leap of the Logistics Business” and “Expansion of overseas business”) set forth in the Business Plan (2025–2030), company will establish a “Global Account Sales Division” responsible for making proposals regarding integrated domestic and international logistics services and supporting expansion of our clients’ overseas business. Furthermore, Company will transfer the sales and operations from the International Transportation Business Division to the Overseas Business Division. To clearly demonstrate commitment to strengthening initiatives for new digital strategies, including AI and data utilization, Company will change the name of the “Information Systems Division” to the “Digital & IT Division”.
お知らせ • May 18Mitsubishi Logistics Corporation to Report Q2, 2027 Results on Oct 30, 2026Mitsubishi Logistics Corporation announced that they will report Q2, 2027 results at 3:30 PM, Tokyo Standard Time on Oct 30, 2026
お知らせ • May 17Mitsubishi Logistics Corporation to Report Q1, 2027 Results on Jul 31, 2026Mitsubishi Logistics Corporation announced that they will report Q1, 2027 results at 3:30 PM, Tokyo Standard Time on Jul 31, 2026
ライブニュース • May 13Mitsubishi Logistics Net Profit Surges as Asset Sales Drive Outlook for Growth and Higher DividendsMitsubishi Logistics reported a 72% rise in net profit, mainly driven by asset sales, even as revenue and operating profit declined for FY2025. The company’s latest business plan points to overseas expansion and higher asset turnover as core areas of focus. Management also outlined an entry into grid electricity storage and is projecting moderate growth and higher dividend payouts for FY2026. The heavy reliance on asset sales for profit highlights a gap between headline earnings and underlying operating trends. It is therefore worth focusing on how core logistics and real estate operations evolve from here. The planned overseas push, greater asset turnover and move into grid storage introduce new opportunities, but also bring execution and capital allocation risks that you should weigh against the company’s higher dividend ambitions.
お知らせ • Apr 30Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026.
お知らせ • Feb 27Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 11,000,000 shares, representing 3.18% for ¥10,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase 11,000,000 shares, representing 3.18% of its share capital, for ¥10,000 million. The company will repurchase its shares to flexibly enhance shareholder returns and improve capital efficiency. The repurchased shares will be cancelled. The program will run until October 31, 2026. As of January 31, 2026, the company had 345,596,261 shares outstanding (excluding treasury shares) and 33,286,034 shares in treasury.
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥27.03 (vs JP¥16.19 in 3Q 2025)Third quarter 2026 results: EPS: JP¥27.03 (up from JP¥16.19 in 3Q 2025). Revenue: JP¥69.0b (down 13% from 3Q 2025). Net income: JP¥9.43b (up 58% from 3Q 2025). Profit margin: 14% (up from 7.5% in 3Q 2025). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 29% per year.
分析記事 • Jan 30Mitsubishi Logistics (TSE:9301) Is Due To Pay A Dividend Of ¥18.00The board of Mitsubishi Logistics Corporation ( TSE:9301 ) has announced that it will pay a dividend of ¥18.00 per...
お知らせ • Jan 30Mitsubishi Logistics Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Mitsubishi Logistics Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2026. for the year, the company expects revenue of JPY 280,000 million, Operating profit of JPY 16,000 million, Profit attributable to owners of parent of JPY 50,000 million and Basic earnings per share of JPY 142.16 against revenue of JPY 280,000 million, Operating profit of JPY 16,000 million, Profit attributable to owners of parent of JPY 45,000 million and Basic earnings per share of JPY 128.07 expected previously. Reason for revision: For the nine months ended December 31, 2026, revenue, operating profit, business profit, and ordinary profit generally progressed in line with the previously announced forecast. With regard to profit attributable to owners of parent, the Company decided to move forward with a plan to reduce its cross-shareholdings as announced in the "Notice Concerning Sale of Investment Securities" released today. The Company expects to record a gain on sale of investment securities as extraordinary income in the fourth quarter of the current consolidated fiscal year. Meanwhile, the Cavalier Logistics Group, a subsidiary that provides logistic services for pharmaceutical and healthcare products and logistic services for U.S. government, suffered changes in the management environment, such as a decline in cargo handling resulting from changes in the business environment caused by policies of the new U.S. administration and a delay in commencement of cargo handling at warehouses that began operating in the current fiscal year. After reviewing future business plans, the Company expects to record impairment losses on goodwill, etc. of approximately ¥5.0 billion as extraordinary losses in the fourth quarter of the current fiscal year. Accordingly, the Company has revised its financial results forecasts as described above. Note that the gain on sale of investment securities and impairment losses on goodwill, etc. (approximately ¥5.0 billion) are estimated values. The Company will release another notice if matters that should be disclosed arise.
分析記事 • Jan 29Mitsubishi Logistics Corporation's (TSE:9301) Earnings Are Not Doing Enough For Some InvestorsWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider...
分析記事 • Jan 07Here's Why Mitsubishi Logistics (TSE:9301) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Dec 16Mitsubishi Logistics (TSE:9301) Will Pay A Dividend Of ¥18.00Mitsubishi Logistics Corporation ( TSE:9301 ) has announced that it will pay a dividend of ¥18.00 per share on the 30th...
お知らせ • Dec 13Mitsubishi Logistics Corporation to Report Fiscal Year 2026 Results on Apr 30, 2026Mitsubishi Logistics Corporation announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on Apr 30, 2026
分析記事 • Dec 02Mitsubishi Logistics (TSE:9301) Is Due To Pay A Dividend Of ¥18.00The board of Mitsubishi Logistics Corporation ( TSE:9301 ) has announced that it will pay a dividend on the 30th of...
Declared Dividend • Dec 02First half dividend of JP¥18.00 announcedShareholders will receive a dividend of JP¥18.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 3.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (12% earnings payout ratio) but not covered by cash flows (259% cash payout ratio). The dividend has increased by an average of 22% 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 decline by 44% over the next 3 years. However, it would need to fall by 87% to increase the payout ratio to a potentially unsustainable range.
分析記事 • Nov 10Investors Shouldn't Be Too Comfortable With Mitsubishi Logistics' (TSE:9301) EarningsMitsubishi Logistics Corporation's ( TSE:9301 ) robust earnings report didn't manage to move the market for its stock...
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥40.42 (vs JP¥9.56 in 2Q 2025)Second quarter 2026 results: EPS: JP¥40.42 (up from JP¥9.56 in 2Q 2025). Revenue: JP¥67.6b (down 2.1% from 2Q 2025). Net income: JP¥14.3b (up 299% from 2Q 2025). Profit margin: 21% (up from 5.2% in 2Q 2025). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year.
分析記事 • Oct 30Mitsubishi Logistics (TSE:9301) Might Have The Makings Of A Multi-BaggerIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.0%).
Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥51.80 (vs JP¥33.77 in 1Q 2025)First quarter 2026 results: EPS: JP¥51.80 (up from JP¥33.77 in 1Q 2025). Revenue: JP¥68.6b (up 4.1% from 1Q 2025). Net income: JP¥18.6b (up 45% from 1Q 2025). Profit margin: 27% (up from 19% in 1Q 2025). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 18% per year.
分析記事 • Jul 19Mitsubishi Logistics Corporation's (TSE:9301) Business Is Yet to Catch Up With Its Share PriceIt's not a stretch to say that Mitsubishi Logistics Corporation's ( TSE:9301 ) price-to-earnings (or "P/E") ratio of...
Declared Dividend • Jul 09Final dividend of JP¥18.00 announcedShareholders will receive a dividend of JP¥18.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 22% 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 decline by 10% over the next 3 years. However, it would need to fall by 51% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Jul 01Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥85.92 (up from JP¥71.89 in FY 2024). Revenue: JP¥284.1b (up 12% from FY 2024). Net income: JP¥31.9b (up 15% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.1%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 21% per year.
分析記事 • Jun 14Mitsubishi Logistics (TSE:9301) Is Experiencing Growth In Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
分析記事 • May 09We Think You Should Be Aware Of Some Concerning Factors In Mitsubishi Logistics' (TSE:9301) EarningsMitsubishi Logistics Corporation's ( TSE:9301 ) healthy profit numbers didn't contain any surprises for investors. We...
Reported Earnings • May 01Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥85.92 (up from JP¥71.89 in FY 2024). Revenue: JP¥284.1b (up 12% from FY 2024). Net income: JP¥31.9b (up 15% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.1%. Revenue is forecast to stay flat during the next 3 years compared to a 6.1% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 17% per year and the company’s share price has also increased by 17% per year.
お知らせ • Apr 30Mitsubishi Logistics Corporation, Annual General Meeting, Jun 27, 2025Mitsubishi Logistics Corporation, Annual General Meeting, Jun 27, 2025.
お知らせ • Apr 19+ 2 more updatesMitsubishi Logistics Corporation to Report Nine Months, 2026 Results on Jan 30, 2026Mitsubishi Logistics Corporation announced that they will report nine months, 2026 results on Jan 30, 2026
分析記事 • Apr 14Here's Why Mitsubishi Logistics (TSE:9301) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Apr 01Mitsubishi Logistics Corporation(TSE:9301) dropped from Nikkei 225 IndexMistusbishi logistics Corporation has been dropped from the Nikkei 225 Index.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).
分析記事 • Mar 19Investors Interested In Mitsubishi Logistics Corporation's (TSE:9301) EarningsIt's not a stretch to say that Mitsubishi Logistics Corporation's ( TSE:9301 ) price-to-earnings (or "P/E") ratio of...
お知らせ • Mar 04Mitsubishi Logistics Corporation to Report Fiscal Year 2025 Results on Apr 30, 2025Mitsubishi Logistics Corporation announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Apr 30, 2025
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥16.19 (vs JP¥39.31 in 3Q 2024)Third quarter 2025 results: EPS: JP¥16.19 (down from JP¥39.31 in 3Q 2024). Revenue: JP¥79.4b (up 19% from 3Q 2024). Net income: JP¥5.96b (down 61% from 3Q 2024). Profit margin: 7.5% (down from 23% in 3Q 2024). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 13These 4 Measures Indicate That Mitsubishi Logistics (TSE:9301) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Dec 27Mitsubishi Logistics (TSE:9301) Has Some Way To Go To Become A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
お知らせ • Dec 03Mitsubishi Logistics Corporation to Report Q3, 2025 Results on Jan 31, 2025Mitsubishi Logistics Corporation announced that they will report Q3, 2025 results on Jan 31, 2025
分析記事 • Nov 07Mitsubishi Logistics' (TSE:9301) Profits May Not Reveal Underlying IssuesMitsubishi Logistics Corporation's ( TSE:9301 ) stock didn't jump after it announced some healthy earnings. We did some...
Reported Earnings • Nov 02Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: JP¥69.0b (up 10% from 2Q 2024). Net income: JP¥3.58b (down 11% from 2Q 2024). Profit margin: 5.2% (down from 6.4% in 2Q 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Infrastructure industry in Asia. 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 18% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.7%).
お知らせ • Aug 28Mitsubishi Logistics Corporation to Report Q2, 2025 Results on Oct 31, 2024Mitsubishi Logistics Corporation announced that they will report Q2, 2025 results on Oct 31, 2024
分析記事 • Aug 20Does Mitsubishi Logistics (TSE:9301) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥4,291, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Infrastructure industry in Asia. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,200 per share.
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥169 (vs JP¥69.56 in 1Q 2024)First quarter 2025 results: EPS: JP¥169 (up from JP¥69.56 in 1Q 2024). Revenue: JP¥65.9b (up 4.2% from 1Q 2024). Net income: JP¥12.8b (up 135% from 1Q 2024). Profit margin: 19% (up from 8.6% in 1Q 2024). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 14% per year.
Price Target Changed • Jun 26Price target increased by 10% to JP¥6,000Up from JP¥5,450, the current price target is an average from 5 analysts. New target price is 12% above last closing price of JP¥5,339. Stock is up 49% over the past year. The company is forecast to post earnings per share of JP¥503 for next year compared to JP¥359 last year.
お知らせ • Jun 06Mitsubishi Logistics Corporation to Report Q1, 2025 Results on Jul 31, 2024Mitsubishi Logistics Corporation announced that they will report Q1, 2025 results on Jul 31, 2024
Price Target Changed • Jun 06Price target increased by 22% to JP¥5,450Up from JP¥4,450, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥5,417. Stock is up 58% over the past year. The company is forecast to post earnings per share of JP¥497 for next year compared to JP¥359 last year.
Major Estimate Revision • Jun 01Consensus EPS estimates increase by 10%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from JP¥271.9b to JP¥265.4b. EPS estimate rose from JP¥349 to JP¥386. Net income forecast to grow 3.8% next year vs 11% growth forecast for Infrastructure industry in Japan. Consensus price target up from JP¥4,450 to JP¥4,625. Share price was steady at JP¥5,171 over the past week.
お知らせ • May 25Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 3,000,000 shares, representing 3.96% for ¥10,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase 3,000,000 shares, representing 3.96% of its share capital, for ¥10,000 million. The company will repurchase its shares to flexibly enhance shareholder returns and improve capital efficiency. The program will run until October 31, 2024. As of April 30, 2024, the company had 75,833,722 shares outstanding (excluding treasury shares) and 3,750,517 shares in treasury.
お知らせ • May 16Senko Group Responses Rumors to Acquire Logistics Subsidiary from Mitsubishi ElectricSENKO Group Holdings Co., Ltd. (TSE:9069) said not considering purchasing Mitsubishi Logistics Corporation (TSE:9301) at this moment, in response to media report it plans to acquire the logistic subsidiary from Mitsubishi Electric Corporation (TSE:6503).
Reported Earnings • May 01Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥359 (up from JP¥342 in FY 2023). Revenue: JP¥254.5b (down 15% from FY 2023). Net income: JP¥27.8b (up 2.1% from FY 2023). Profit margin: 11% (up from 9.1% in FY 2023). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) exceeded analyst estimates by 2.8%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
分析記事 • Apr 12Mitsubishi Logistics Corporation's (TSE:9301) Share Price Not Quite Adding UpIt's not a stretch to say that Mitsubishi Logistics Corporation's ( TSE:9301 ) price-to-earnings (or "P/E") ratio of...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.1%).
分析記事 • Mar 15Mitsubishi Logistics (TSE:9301) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
お知らせ • Mar 02Mitsubishi Logistics Corporation to Report Fiscal Year 2024 Results on Apr 30, 2024Mitsubishi Logistics Corporation announced that they will report fiscal year 2024 results on Apr 30, 2024
Price Target Changed • Feb 29Price target increased by 12% to JP¥4,350Up from JP¥3,900, the current price target is an average from 2 analysts. New target price is 5.3% below last closing price of JP¥4,595. Stock is up 45% over the past year. The company is forecast to post earnings per share of JP¥337 for next year compared to JP¥342 last year.
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥197 (vs JP¥108 in 3Q 2023)Third quarter 2024 results: EPS: JP¥197 (up from JP¥108 in 3Q 2023). Revenue: JP¥66.7b (down 14% from 3Q 2023). Net income: JP¥15.1b (up 77% from 3Q 2023). Profit margin: 23% (up from 11% in 3Q 2023). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Dec 08Mitsubishi Logistics Corporation to Report Q3, 2024 Results on Jan 31, 2024Mitsubishi Logistics Corporation announced that they will report Q3, 2024 results on Jan 31, 2024
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥51.66 (vs JP¥57.01 in 2Q 2023)Second quarter 2024 results: EPS: JP¥51.66 (down from JP¥57.01 in 2Q 2023). Revenue: JP¥62.5b (down 20% from 2Q 2023). Net income: JP¥4.03b (down 12% from 2Q 2023). Profit margin: 6.4% (up from 5.8% in 2Q 2023). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.1%).
お知らせ • Aug 31Mitsubishi Logistics Corporation to Report Q2, 2024 Results on Oct 31, 2023Mitsubishi Logistics Corporation announced that they will report Q2, 2024 results on Oct 31, 2023
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥69.56 (vs JP¥104 in 1Q 2023)First quarter 2024 results: EPS: JP¥69.56 (down from JP¥104 in 1Q 2023). Revenue: JP¥63.2b (down 17% from 1Q 2023). Net income: JP¥5.44b (down 36% from 1Q 2023). Profit margin: 8.6% (down from 11% in 1Q 2023). Revenue is expected to decline by 1.0% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Asia are expected to grow by 15%. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Aug 01Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 3,500,000 shares, representing 4.48% for ¥10,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase 3,500,000 shares, representing 4.48% of its share capital, for ¥10,000 million. The company will repurchase its shares to flexibly enhance shareholder returns and improve capital efficiency. The program will run until March 29, 2023. As of June 30, 2023, the company had 78,180,323 shares outstanding (excluding treasury shares) and 3,780,416 shares in treasury.
お知らせ • Jun 10Mitsubishi Logistics Corporation to Report Q1, 2024 Results on Jul 31, 2023Mitsubishi Logistics Corporation announced that they will report Q1, 2024 results on Jul 31, 2023
Major Estimate Revision • Jun 03Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥283 to JP¥315. Revenue forecast steady at JP¥264.8b. Net income forecast to shrink 10% next year vs 15% growth forecast for Infrastructure industry in Japan . Consensus price target of JP¥3,567 unchanged from last update. Share price was steady at JP¥3,410 over the past week.
Reported Earnings • Apr 29Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥342 (up from JP¥219 in FY 2022). Revenue: JP¥300.6b (up 17% from FY 2022). Net income: JP¥27.2b (up 52% from FY 2022). Profit margin: 9.1% (up from 7.0% in FY 2022). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 2.7%. Revenue is expected to decline by 8.1% p.a. on average during the next 2 years, while revenues in the Infrastructure industry in Japan are expected to grow by 6.5%. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.4%).
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥108 (vs JP¥61.80 in 3Q 2022)Third quarter 2023 results: EPS: JP¥108 (up from JP¥61.80 in 3Q 2022). Revenue: JP¥77.7b (up 16% from 3Q 2022). Net income: JP¥8.57b (up 71% from 3Q 2022). Profit margin: 11% (up from 7.5% in 3Q 2022). Revenue is expected to decline by 5.9% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Japan are expected to grow by 11%. Over the last 3 years on average, earnings per share has increased by 11% 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 • Nov 30Mitsubishi Logistics Corporation to Report Q3, 2023 Results on Jan 31, 2023Mitsubishi Logistics Corporation announced that they will report Q3, 2023 results on Jan 31, 2023
Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥57.01 (vs JP¥43.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥57.01 (up from JP¥43.58 in 2Q 2022). Revenue: JP¥78.1b (up 29% from 2Q 2022). Net income: JP¥4.56b (up 29% from 2Q 2022). Profit margin: 5.8% (in line with 2Q 2022). Revenue is expected to decline by 4.7% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Japan are expected to grow by 9.9%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥57.01 (vs JP¥43.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥57.01 (up from JP¥43.58 in 2Q 2022). Revenue: JP¥78.1b (up 29% from 2Q 2022). Net income: JP¥4.56b (up 29% from 2Q 2022). Profit margin: 5.8% (in line with 2Q 2022). Revenue is expected to decline by 4.7% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Japan are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥41.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.0%).
Major Estimate Revision • Aug 05Consensus revenue estimates increase by 20%The consensus outlook for revenues in 2023 has improved. 2023 revenue forecast increased from JP¥246.0b to JP¥295.6b. EPS estimate increased from JP¥228 to JP¥333 per share. Net income forecast to grow 9.5% next year vs 12% growth forecast for Infrastructure industry in Japan. Consensus price target up from JP¥3,333 to JP¥3,467. Share price rose 3.5% to JP¥3,680 over the past week.
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥104 (vs JP¥39.71 in 1Q 2022)First quarter 2023 results: EPS: JP¥104 (up from JP¥39.71 in 1Q 2022). Revenue: JP¥76.2b (up 34% from 1Q 2022). Net income: JP¥8.45b (up 158% from 1Q 2022). Profit margin: 11% (up from 5.7% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 4.0% compared to a 54% growth forecast for the 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 only increased by 9% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Jun 14Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥203 to JP¥228. Revenue forecast steady at JP¥246.0b. Net income forecast to grow 3.2% next year vs 12% growth forecast for Infrastructure industry in Japan. Consensus price target up from JP¥3,250 to JP¥3,350. Share price rose 2.9% to JP¥3,185 over the past week.
Reported Earnings • Apr 30Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥219 (down from JP¥462 in FY 2021). Revenue: JP¥257.2b (up 20% from FY 2021). Net income: JP¥17.9b (down 54% from FY 2021). Profit margin: 7.0% (down from 18% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 6.4%. Over the next year, revenue is expected to shrink by 5.7% compared to a 49% growth forecast for the 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 remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥39.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (3.0%).
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥61.80 (up from JP¥28.63 in 3Q 2021). Revenue: JP¥66.9b (up 25% from 3Q 2021). Net income: JP¥5.02b (up 108% from 3Q 2021). Profit margin: 7.5% (up from 4.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Over the next year, revenue is expected to shrink by 2.3% compared to a 42% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Feb 02Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 consensus EPS increased from JP¥185 to JP¥205. Revenues were reaffirmed at JP¥242.2b. Net income forecast to shrink 4.0% next year vs 14% growth forecast for Infrastructure industry in Japan . Consensus price target of JP¥3,267 unchanged from last update. Share price rose 2.1% to JP¥2,767 over the past week.
Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥43.58 (vs JP¥336 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥60.7b (up 19% from 2Q 2021). Net income: JP¥3.55b (down 88% from 2Q 2021). Profit margin: 5.8% (down from 56% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥39.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (2.6%).
Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥39.71 (vs JP¥18.96 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥56.9b (up 13% from 1Q 2021). Net income: JP¥3.27b (up 101% from 1Q 2021). Profit margin: 5.7% (up from 3.2% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 04Full year 2021 earnings released: EPS JP¥462 (vs JP¥137 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥213.7b (down 6.7% from FY 2020). Net income: JP¥39.2b (up 230% from FY 2020). Profit margin: 18% (up from 5.2% in FY 2020). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (2.2%).
Is New 90 Day High Low • Feb 24New 90-day high: JP¥3,450The company is up 13% from its price of JP¥3,055 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Infrastructure industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥925 per share.
Is New 90 Day High Low • Feb 08New 90-day high: JP¥3,230The company is up 1.0% from its price of JP¥3,185 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥946 per share.
Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥28.63 (vs JP¥38.38 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥53.4b (down 4.0% from 3Q 2020). Net income: JP¥2.41b (down 27% from 3Q 2020). Profit margin: 4.5% (down from 5.9% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 03Revenue and earnings miss expectationsRevenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 4.8%, compared to a 11% growth forecast for the Infrastructure industry in Japan.
Is New 90 Day High Low • Jan 14New 90-day high: JP¥3,205The company is up 10.0% from its price of JP¥2,905 on 16 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥951 per share.
