View ValuationYasuda Logistics 将来の成長Future 基準チェック /06現在、 Yasuda Logisticsの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Logistics 収益成長15.4%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • May 29Yasuda Logistics Corporation to Report Q1, 2027 Results on Aug 04, 2026Yasuda Logistics Corporation announced that they will report Q1, 2027 results on Aug 04, 2026分析記事 • May 15Yasuda Logistics' (TSE:9324) Solid Profits Have Weak FundamentalsYasuda Logistics Corporation ( TSE:9324 ) announced strong profits, but the stock was stagnant. We did some digging...Reported Earnings • May 09Full year 2026 earnings released: EPS: JP¥232 (vs JP¥96.74 in FY 2025)Full year 2026 results: EPS: JP¥232 (up from JP¥96.74 in FY 2025). Revenue: JP¥80.0b (up 6.5% from FY 2025). Net income: JP¥6.73b (up 140% from FY 2025). Profit margin: 8.4% (up from 3.7% in FY 2025). Over the last 3 years on average, earnings per share has increased by 33% per year and the company’s share price has also increased by 33% per year.お知らせ • May 09Yasuda Logistics Corporation to Report Fiscal Year 2026 Results on May 08, 2026Yasuda Logistics Corporation announced that they will report fiscal year 2026 results on May 08, 2026お知らせ • May 08Yasuda Logistics Corporation, Annual General Meeting, Jun 25, 2026Yasuda Logistics Corporation, Annual General Meeting, Jun 25, 2026.お知らせ • Apr 23Yasuda Logistics Corporation (TSE:9324) completed the acquisition of Toyamaken Toratsuku K.K.Yasuda Logistics Corporation (TSE:9324) acquired Toyamaken Toratsuku K.K. on April 21, 2026. Yasuda Logistics Corporation (TSE:9324) completed the acquisition of Toyamaken Toratsuku K.K. on April 21, 2026.お知らせ • Apr 22Yasuda Logistics Corporation (TSE:9324) acquired KENTORA Co.Ltd.Yasuda Logistics Corporation (TSE:9324) acquired KENTORA Co.Ltd. on April 21, 2026. On completion, KENTORA Co.Ltd. will be integrated into the group. Yasuda Logistics Corporation (TSE:9324) completed the acquisition of KENTORA Co.Ltd. on April 21, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥39.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 37% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).お知らせ • Feb 16+ 1 more updateYasuda Logistics Corporation has filed a Follow-on Equity Offering.Yasuda Logistics Corporation has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 2,887,600分析記事 • Feb 09Yasuda Logistics (TSE:9324) Has Announced That It Will Be Increasing Its Dividend To ¥39.00Yasuda Logistics Corporation ( TSE:9324 ) will increase its dividend from last year's comparable payment on the 29th of...Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥45.32 (vs JP¥24.93 in 3Q 2025)Third quarter 2026 results: EPS: JP¥45.32 (up from JP¥24.93 in 3Q 2025). Revenue: JP¥20.2b (up 5.9% from 3Q 2025). Net income: JP¥1.31b (up 82% from 3Q 2025). Profit margin: 6.5% (up from 3.8% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Feb 03Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 8.9% to JP¥2,335. The fair value is estimated to be JP¥1,836, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 6.1%.Buy Or Sell Opportunity • Dec 12Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 7.2% to JP¥2,249. The fair value is estimated to be JP¥1,847, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 6.1%.分析記事 • Dec 05Yasuda Logistics (TSE:9324) Is Due To Pay A Dividend Of ¥29.00The board of Yasuda Logistics Corporation ( TSE:9324 ) has announced that it will pay a dividend of ¥29.00 per share on...Declared Dividend • Dec 05First half dividend of JP¥29.00 announcedShareholders will receive a dividend of JP¥29.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 15% 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. Earnings per share has grown by 3.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Nov 29Yasuda Logistics Corporation to Report Q3, 2026 Results on Feb 03, 2026Yasuda Logistics Corporation announced that they will report Q3, 2026 results on Feb 03, 2026Buy Or Sell Opportunity • Nov 25Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.5% to JP¥2,224. The fair value is estimated to be JP¥1,852, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 6.1%.Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: JP¥38.77 (vs JP¥32.11 in 2Q 2025)Second quarter 2026 results: EPS: JP¥38.77 (up from JP¥32.11 in 2Q 2025). Revenue: JP¥19.7b (up 6.6% from 2Q 2025). Net income: JP¥1.12b (up 21% from 2Q 2025). Profit margin: 5.7% (up from 5.0% in 2Q 2025). The increase in margin was driven by higher revenue. 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 32% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 34% 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 (2.6%).分析記事 • Sep 17Yasuda Logistics (TSE:9324) Is Increasing Its Dividend To ¥29.00Yasuda Logistics Corporation ( TSE:9324 ) will increase its dividend from last year's comparable payment on the 5th of...お知らせ • Sep 17Yasuda Logistics Corporation to Report Q2, 2026 Results on Nov 05, 2025Yasuda Logistics Corporation announced that they will report Q2, 2026 results on Nov 05, 2025Reported Earnings • Aug 05First quarter 2026 earnings released: EPS: JP¥21.27 (vs JP¥14.12 in 1Q 2025)First quarter 2026 results: EPS: JP¥21.27 (up from JP¥14.12 in 1Q 2025). Revenue: JP¥20.5b (up 16% from 1Q 2025). Net income: JP¥616.0m (up 51% from 1Q 2025). Profit margin: 3.0% (up from 2.3% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.分析記事 • Jul 23Yasuda Logistics' (TSE:9324) Upcoming Dividend Will Be Larger Than Last Year'sYasuda Logistics Corporation ( TSE:9324 ) has announced that it will be increasing its dividend from last year's...Board Change • Jul 11Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Katsuyuki Toyama was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Jul 09Yasuda Logistics' (TSE:9324) Upcoming Dividend Will Be Larger Than Last Year'sYasuda Logistics Corporation ( TSE:9324 ) has announced that it will be increasing its dividend from last year's...Declared Dividend • Jul 09Final dividend of JP¥29.00 announcedShareholders will receive a dividend of JP¥29.00. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 2.7%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 15% 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. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.分析記事 • Jul 01Solid Earnings Reflect Yasuda Logistics' (TSE:9324) Strength As A BusinessThe subdued stock price reaction suggests that Yasuda Logistics Corporation's ( TSE:9324 ) strong earnings didn't offer...Reported Earnings • Jun 30Full year 2025 earnings released: EPS: JP¥96.74 (vs JP¥79.48 in FY 2024)Full year 2025 results: EPS: JP¥96.74 (up from JP¥79.48 in FY 2024). Revenue: JP¥75.1b (up 12% from FY 2024). Net income: JP¥2.80b (up 22% from FY 2024). Profit margin: 3.7% (up from 3.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.お知らせ • Jun 03Yasuda Logistics Corporation to Report Q1, 2026 Results on Aug 04, 2025Yasuda Logistics Corporation announced that they will report Q1, 2026 results on Aug 04, 2025Reported Earnings • May 08Full year 2025 earnings released: EPS: JP¥96.74 (vs JP¥79.48 in FY 2024)Full year 2025 results: EPS: JP¥96.74 (up from JP¥79.48 in FY 2024). Revenue: JP¥75.1b (up 12% from FY 2024). Net income: JP¥2.80b (up 22% from FY 2024). Profit margin: 3.7% (up from 3.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.お知らせ • May 07Yasuda Logistics Corporation, Annual General Meeting, Jun 26, 2025Yasuda Logistics Corporation, Annual General Meeting, Jun 26, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.9%).お知らせ • Mar 03Yasuda Logistics Corporation to Report Fiscal Year 2025 Results on May 07, 2025Yasuda Logistics Corporation announced that they will report fiscal year 2025 results on May 07, 2025Reported Earnings • Feb 05Third quarter 2025 earnings released: EPS: JP¥24.93 (vs JP¥18.26 in 3Q 2024)Third quarter 2025 results: EPS: JP¥24.93 (up from JP¥18.26 in 3Q 2024). Revenue: JP¥19.1b (up 9.7% from 3Q 2024). Net income: JP¥722.0m (up 37% from 3Q 2024). Profit margin: 3.8% (up from 3.0% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.お知らせ • Jan 03Yasuda Logistics Corporation to Report Q3, 2025 Results on Feb 04, 2025Yasuda Logistics Corporation announced that they will report Q3, 2025 results on Feb 04, 2025分析記事 • Nov 19Yasuda Logistics' (TSE:9324) Solid Earnings Are Supported By Other Strong FactorsYasuda Logistics Corporation ( TSE:9324 ) just reported healthy earnings but the stock price didn't move much. Our...Reported Earnings • Nov 03Second quarter 2025 earnings released: EPS: JP¥32.11 (vs JP¥24.55 in 2Q 2024)Second quarter 2025 results: EPS: JP¥32.11 (up from JP¥24.55 in 2Q 2024). Revenue: JP¥18.5b (up 12% from 2Q 2024). Net income: JP¥930.0m (up 31% from 2Q 2024). Profit margin: 5.0% (up from 4.3% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 20Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.2%).お知らせ • Aug 27Yasuda Logistics Corporation to Report Q2, 2025 Results on Nov 01, 2024Yasuda Logistics Corporation announced that they will report Q2, 2025 results on Nov 01, 2024Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥14.02 (vs JP¥16.02 in 1Q 2024)First quarter 2025 results: EPS: JP¥14.02 (down from JP¥16.02 in 1Q 2024). Revenue: JP¥17.6b (up 7.8% from 1Q 2024). Net income: JP¥406.0m (down 13% from 1Q 2024). Profit margin: 2.3% (down from 2.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.分析記事 • Aug 07Does Yasuda Logistics (TSE:9324) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,322, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 13x in the Logistics industry in Japan. Total returns to shareholders of 49% over the past three years.New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.6% operating cash flow to total debt). Earnings have declined by 5.2% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.5% average weekly change).お知らせ • Jun 28Yasuda Logistics Corporation to Report Q1, 2025 Results on Aug 02, 2024Yasuda Logistics Corporation announced that they will report Q1, 2025 results on Aug 02, 2024New Risk • Jun 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.6% operating cash flow to total debt). Earnings have declined by 5.2% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.5% average weekly change).分析記事 • Jun 10Yasuda Logistics Corporation's (TSE:9324) 29% Price Boost Is Out Of Tune With EarningsDespite an already strong run, Yasuda Logistics Corporation ( TSE:9324 ) shares have been powering on, with a gain of...Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥1,783, the stock trades at a trailing P/E ratio of 22.4x. Average trailing P/E is 13x in the Logistics industry in Japan. Total returns to shareholders of 104% over the past three years.分析記事 • May 21Yasuda Logistics' (TSE:9324) Earnings Seem To Be PromisingThe market seemed underwhelmed by last week's earnings announcement from Yasuda Logistics Corporation ( TSE:9324...お知らせ • May 09Yasuda Logistics Corporation, Annual General Meeting, Jun 26, 2024Yasuda Logistics Corporation, Annual General Meeting, Jun 26, 2024.Reported Earnings • May 08Full year 2024 earnings released: EPS: JP¥79.48 (vs JP¥77.51 in FY 2023)Full year 2024 results: EPS: JP¥79.48 (up from JP¥77.51 in FY 2023). Revenue: JP¥67.4b (up 13% from FY 2023). Net income: JP¥2.30b (up 2.5% from FY 2023). Profit margin: 3.4% (down from 3.8% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.分析記事 • Apr 09Does Yasuda Logistics (TSE:9324) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Upcoming Dividend • Mar 21Upcoming dividend of JP¥13.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 37% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.9%).お知らせ • Mar 02Yasuda Logistics Corporation to Report Fiscal Year 2024 Results on May 07, 2024Yasuda Logistics Corporation announced that they will report fiscal year 2024 results on May 07, 2024Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥18.26 (vs JP¥14.67 in 3Q 2023)Third quarter 2024 results: EPS: JP¥18.26 (up from JP¥14.67 in 3Q 2023). Revenue: JP¥17.4b (up 10% from 3Q 2023). Net income: JP¥529.0m (up 25% from 3Q 2023). Profit margin: 3.0% (up from 2.7% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Nov 29Yasuda Logistics Corporation to Report Q3, 2024 Results on Feb 02, 2024Yasuda Logistics Corporation announced that they will report Q3, 2024 results on Feb 02, 2024Reported Earnings • Nov 04Second quarter 2024 earnings released: EPS: JP¥24.55 (vs JP¥30.90 in 2Q 2023)Second quarter 2024 results: EPS: JP¥24.55 (down from JP¥30.90 in 2Q 2023). Revenue: JP¥16.5b (up 8.7% from 2Q 2023). Net income: JP¥711.0m (down 21% from 2Q 2023). Profit margin: 4.3% (down from 5.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Sep 28Yasuda Logistics Corporation to Report Q2, 2024 Results on Nov 02, 2023Yasuda Logistics Corporation announced that they will report Q2, 2024 results on Nov 02, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥13.50 per share at 2.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (2.6%).Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥16.02 (vs JP¥17.75 in 1Q 2023)First quarter 2024 results: EPS: JP¥16.02 (down from JP¥17.75 in 1Q 2023). Revenue: JP¥16.4b (up 14% from 1Q 2023). Net income: JP¥464.0m (down 9.7% from 1Q 2023). Profit margin: 2.8% (down from 3.6% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Jun 10Yasuda Logistics Corporation (TSE:9324) signed a business acquisition agreement to acquire Worldgate Express Lines Pte Ltd and Worldgate Express Lines International Pvt Ltd Yasuda Logistics Corporation (TSE:9324) signed a business acquisition agreement to acquire Worldgate Express Lines Pte Ltd and Worldgate Express Lines International Pvt Ltd on June 8, 2023. Yasuda Logistics Corporation will acquire Worldgate Express Lines Pte Ltd by September 30, 2023, and Worldgate Express Lines International Pvt Ltd by December 31, 2023.お知らせ • May 28Yasuda Logistics Corporation to Report Q1, 2024 Results on Aug 04, 2023Yasuda Logistics Corporation announced that they will report Q1, 2024 results on Aug 04, 2023Reported Earnings • May 09Full year 2023 earnings released: EPS: JP¥77.51 (vs JP¥99.21 in FY 2022)Full year 2023 results: EPS: JP¥77.51 (down from JP¥99.21 in FY 2022). Revenue: JP¥59.8b (up 13% from FY 2022). Net income: JP¥2.25b (down 22% from FY 2022). Profit margin: 3.8% (down from 5.4% in FY 2022). The decrease in margin was driven by higher expenses. 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 5% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.50 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥14.67 (vs JP¥23.38 in 3Q 2022)Third quarter 2023 results: EPS: JP¥14.67 (down from JP¥23.38 in 3Q 2022). Revenue: JP¥15.8b (up 19% from 3Q 2022). Net income: JP¥425.0m (down 37% from 3Q 2022). Profit margin: 2.7% (down from 5.1% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Dec 28Yasuda Logistics Corporation to Report Q3, 2023 Results on Feb 03, 2023Yasuda Logistics Corporation announced that they will report Q3, 2023 results on Feb 03, 2023Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Hirozumi Sone was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Nov 06Second quarter 2023 earnings released: EPS: JP¥30.90 (vs JP¥26.69 in 2Q 2022)Second quarter 2023 results: EPS: JP¥30.90 (up from JP¥26.69 in 2Q 2022). Revenue: JP¥15.2b (up 21% from 2Q 2022). Net income: JP¥895.0m (up 16% from 2Q 2022). Profit margin: 5.9% (down from 6.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 4% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥12.50 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 25% but the company is paying out more than the cash it is generating. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.8%).お知らせ • Aug 25Yasuda Logistics Corporation to Report Q2, 2023 Results on Nov 04, 2022Yasuda Logistics Corporation announced that they will report Q2, 2023 results on Nov 04, 2022Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥17.75 (vs JP¥17.16 in 1Q 2022)First quarter 2023 results: EPS: JP¥17.75 (up from JP¥17.16 in 1Q 2022). Revenue: JP¥14.4b (up 14% from 1Q 2022). Net income: JP¥514.0m (up 3.4% from 1Q 2022). Profit margin: 3.6% (down from 4.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year.お知らせ • Jun 29Yasuda Logistics Corporation to Report Q1, 2023 Results on Aug 05, 2022Yasuda Logistics Corporation announced that they will report Q1, 2023 results on Aug 05, 2022お知らせ • May 12Yasuda Logistics Corporation, Annual General Meeting, Jun 28, 2022Yasuda Logistics Corporation, Annual General Meeting, Jun 28, 2022.Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥99.21 (vs JP¥96.38 in FY 2021)Full year 2022 results: EPS: JP¥99.21 (up from JP¥96.38 in FY 2021). Revenue: JP¥53.0b (up 11% from FY 2021). Net income: JP¥2.87b (up 2.9% from FY 2021). Profit margin: 5.4% (down from 5.9% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year.Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Corporate Auditor Kazuo Fujiwara was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Yasuda Logistics Corporation to Report Fiscal Year 2022 Results on May 09, 2022Yasuda Logistics Corporation announced that they will report fiscal year 2022 results on May 09, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.4%).Reported Earnings • Feb 07Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥23.38 (up from JP¥11.33 in 3Q 2021). Revenue: JP¥13.3b (up 8.6% from 3Q 2021). Net income: JP¥677.0m (up 106% from 3Q 2021). Profit margin: 5.1% (up from 2.7% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 3% per year.Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥26.69 (vs JP¥32.56 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¥12.6b (up 7.1% from 2Q 2021). Net income: JP¥773.0m (down 18% from 2Q 2021). Profit margin: 6.2% (down from 8.0% 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 2% per year whereas the company’s share price has increased by 3% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥17.16 (vs JP¥14.05 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥12.6b (up 13% from 1Q 2021). Net income: JP¥497.0m (up 22% from 1Q 2021). Profit margin: 4.0% (up from 3.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.Reported Earnings • May 09Full year 2021 earnings released: EPS JP¥96.38 (vs JP¥101 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥47.7b (up 2.3% from FY 2020). Net income: JP¥2.79b (down 5.3% from FY 2020). Profit margin: 5.9% (down from 6.3% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥9.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.3%).お知らせ • Mar 05Yasuda Logistics Corporation to Report Fiscal Year 2021 Results on May 07, 2021Yasuda Logistics Corporation announced that they will report fiscal year 2021 results on May 07, 2021Reported Earnings • Feb 06Third quarter 2021 earnings released: EPS JP¥11.33 (vs JP¥18.85 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥12.2b (up 6.9% from 3Q 2020). Net income: JP¥328.0m (down 40% from 3Q 2020). Profit margin: 2.7% (down from 4.8% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Jan 26New 90-day low: JP¥928The company is down 2.0% from its price of JP¥948 on 28 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 1.0% over the same period.お知らせ • Dec 30Yasuda Logistics Corporation to Report Q3, 2021 Results on Feb 04, 2021Yasuda Logistics Corporation announced that they will report Q3, 2021 results on Feb 04, 2021Is New 90 Day High Low • Dec 04New 90-day high: JP¥1,018The company is up 10.0% from its price of JP¥926 on 04 September 2020. The Japanese market is also up 10.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. Its price trend is also similar to the Logistics industry, which is up 10.0% over the same period.お知らせ • Aug 30Yasuda Logistics Corporation to Report Q2, 2021 Results on Nov 06, 2020Yasuda Logistics Corporation announced that they will report Q2, 2021 results on Nov 06, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Yasuda Logistics は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:9324 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202680,0286,7281,1948,980N/A12/31/202580,2663,7961,98711,481N/A9/30/202579,1493,2052,47710,993N/A6/30/202577,9243,0094,55611,071N/A3/31/202575,1152,8027,04413,005N/A12/31/202472,3362,656-1858,412N/A9/30/202470,6502,463-8757,736N/A6/30/202468,6662,244-4,0927,151N/A3/31/202467,3842,302-6,7915,884N/A12/31/202364,6522,115-177,529N/A9/30/202363,0632,011-3,2636,915N/A6/30/202361,7382,195-1,3546,764N/A3/31/202359,7562,24596,547N/A12/31/202259,9952,760-3036,303N/A9/30/202257,4853,0122,3626,385N/A6/30/202254,8452,8903226,840N/A3/31/202253,0402,873-1,5124,710N/A12/31/202151,0303,060-3,8633,312N/A9/30/202149,9852,711-5,0912,734N/A6/30/202149,1552,881-2,2242,343N/A3/31/202147,7092,791-5,5423,943N/A12/31/202047,0212,548-8,8955,352N/A9/30/202046,2282,766-7,8725,437N/A6/30/202046,4332,745-7,0345,793N/A3/31/202046,6492,947-3,2665,039N/A12/31/201946,1433,006N/A4,999N/A9/30/201946,4983,038N/A4,802N/A6/30/201946,0362,835N/A4,503N/A3/31/201946,1552,791N/A6,390N/A12/31/201845,8312,515N/A6,404N/A9/30/201845,1272,384N/A6,909N/A6/30/201844,1732,217N/A6,183N/A3/31/201842,9691,938N/A4,546N/A12/31/201742,5832,228N/A3,854N/A9/30/201741,6651,993N/A3,961N/A6/30/201740,9592,117N/A4,167N/A3/31/201740,6862,084N/A4,931N/A12/31/201639,6081,588N/A4,750N/A9/30/201639,1771,744N/A4,242N/A6/30/201639,0291,353N/A4,002N/A3/31/201638,7041,394N/A3,403N/A12/31/201538,8181,321N/A3,523N/A9/30/201539,4281,384N/A3,099N/A6/30/201539,2521,589N/A3,849N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 9324の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 9324の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 9324の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 9324の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 9324の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 9324の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance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2026/06/18 20:42終値2026/06/18 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Yasuda Logistics Corporation 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Takuya OsakaMorgan Stanley
お知らせ • May 29Yasuda Logistics Corporation to Report Q1, 2027 Results on Aug 04, 2026Yasuda Logistics Corporation announced that they will report Q1, 2027 results on Aug 04, 2026
分析記事 • May 15Yasuda Logistics' (TSE:9324) Solid Profits Have Weak FundamentalsYasuda Logistics Corporation ( TSE:9324 ) announced strong profits, but the stock was stagnant. We did some digging...
Reported Earnings • May 09Full year 2026 earnings released: EPS: JP¥232 (vs JP¥96.74 in FY 2025)Full year 2026 results: EPS: JP¥232 (up from JP¥96.74 in FY 2025). Revenue: JP¥80.0b (up 6.5% from FY 2025). Net income: JP¥6.73b (up 140% from FY 2025). Profit margin: 8.4% (up from 3.7% in FY 2025). Over the last 3 years on average, earnings per share has increased by 33% per year and the company’s share price has also increased by 33% per year.
お知らせ • May 09Yasuda Logistics Corporation to Report Fiscal Year 2026 Results on May 08, 2026Yasuda Logistics Corporation announced that they will report fiscal year 2026 results on May 08, 2026
お知らせ • May 08Yasuda Logistics Corporation, Annual General Meeting, Jun 25, 2026Yasuda Logistics Corporation, Annual General Meeting, Jun 25, 2026.
お知らせ • Apr 23Yasuda Logistics Corporation (TSE:9324) completed the acquisition of Toyamaken Toratsuku K.K.Yasuda Logistics Corporation (TSE:9324) acquired Toyamaken Toratsuku K.K. on April 21, 2026. Yasuda Logistics Corporation (TSE:9324) completed the acquisition of Toyamaken Toratsuku K.K. on April 21, 2026.
お知らせ • Apr 22Yasuda Logistics Corporation (TSE:9324) acquired KENTORA Co.Ltd.Yasuda Logistics Corporation (TSE:9324) acquired KENTORA Co.Ltd. on April 21, 2026. On completion, KENTORA Co.Ltd. will be integrated into the group. Yasuda Logistics Corporation (TSE:9324) completed the acquisition of KENTORA Co.Ltd. on April 21, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥39.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 37% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
お知らせ • Feb 16+ 1 more updateYasuda Logistics Corporation has filed a Follow-on Equity Offering.Yasuda Logistics Corporation has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 2,887,600
分析記事 • Feb 09Yasuda Logistics (TSE:9324) Has Announced That It Will Be Increasing Its Dividend To ¥39.00Yasuda Logistics Corporation ( TSE:9324 ) will increase its dividend from last year's comparable payment on the 29th of...
Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥45.32 (vs JP¥24.93 in 3Q 2025)Third quarter 2026 results: EPS: JP¥45.32 (up from JP¥24.93 in 3Q 2025). Revenue: JP¥20.2b (up 5.9% from 3Q 2025). Net income: JP¥1.31b (up 82% from 3Q 2025). Profit margin: 6.5% (up from 3.8% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Feb 03Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 8.9% to JP¥2,335. The fair value is estimated to be JP¥1,836, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 6.1%.
Buy Or Sell Opportunity • Dec 12Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 7.2% to JP¥2,249. The fair value is estimated to be JP¥1,847, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 6.1%.
分析記事 • Dec 05Yasuda Logistics (TSE:9324) Is Due To Pay A Dividend Of ¥29.00The board of Yasuda Logistics Corporation ( TSE:9324 ) has announced that it will pay a dividend of ¥29.00 per share on...
Declared Dividend • Dec 05First half dividend of JP¥29.00 announcedShareholders will receive a dividend of JP¥29.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 15% 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. Earnings per share has grown by 3.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 29Yasuda Logistics Corporation to Report Q3, 2026 Results on Feb 03, 2026Yasuda Logistics Corporation announced that they will report Q3, 2026 results on Feb 03, 2026
Buy Or Sell Opportunity • Nov 25Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.5% to JP¥2,224. The fair value is estimated to be JP¥1,852, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 6.1%.
Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: JP¥38.77 (vs JP¥32.11 in 2Q 2025)Second quarter 2026 results: EPS: JP¥38.77 (up from JP¥32.11 in 2Q 2025). Revenue: JP¥19.7b (up 6.6% from 2Q 2025). Net income: JP¥1.12b (up 21% from 2Q 2025). Profit margin: 5.7% (up from 5.0% in 2Q 2025). The increase in margin was driven by higher revenue. 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 32% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 34% 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 (2.6%).
分析記事 • Sep 17Yasuda Logistics (TSE:9324) Is Increasing Its Dividend To ¥29.00Yasuda Logistics Corporation ( TSE:9324 ) will increase its dividend from last year's comparable payment on the 5th of...
お知らせ • Sep 17Yasuda Logistics Corporation to Report Q2, 2026 Results on Nov 05, 2025Yasuda Logistics Corporation announced that they will report Q2, 2026 results on Nov 05, 2025
Reported Earnings • Aug 05First quarter 2026 earnings released: EPS: JP¥21.27 (vs JP¥14.12 in 1Q 2025)First quarter 2026 results: EPS: JP¥21.27 (up from JP¥14.12 in 1Q 2025). Revenue: JP¥20.5b (up 16% from 1Q 2025). Net income: JP¥616.0m (up 51% from 1Q 2025). Profit margin: 3.0% (up from 2.3% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.
分析記事 • Jul 23Yasuda Logistics' (TSE:9324) Upcoming Dividend Will Be Larger Than Last Year'sYasuda Logistics Corporation ( TSE:9324 ) has announced that it will be increasing its dividend from last year's...
Board Change • Jul 11Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Katsuyuki Toyama was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Jul 09Yasuda Logistics' (TSE:9324) Upcoming Dividend Will Be Larger Than Last Year'sYasuda Logistics Corporation ( TSE:9324 ) has announced that it will be increasing its dividend from last year's...
Declared Dividend • Jul 09Final dividend of JP¥29.00 announcedShareholders will receive a dividend of JP¥29.00. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 2.7%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 15% 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. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
分析記事 • Jul 01Solid Earnings Reflect Yasuda Logistics' (TSE:9324) Strength As A BusinessThe subdued stock price reaction suggests that Yasuda Logistics Corporation's ( TSE:9324 ) strong earnings didn't offer...
Reported Earnings • Jun 30Full year 2025 earnings released: EPS: JP¥96.74 (vs JP¥79.48 in FY 2024)Full year 2025 results: EPS: JP¥96.74 (up from JP¥79.48 in FY 2024). Revenue: JP¥75.1b (up 12% from FY 2024). Net income: JP¥2.80b (up 22% from FY 2024). Profit margin: 3.7% (up from 3.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.
お知らせ • Jun 03Yasuda Logistics Corporation to Report Q1, 2026 Results on Aug 04, 2025Yasuda Logistics Corporation announced that they will report Q1, 2026 results on Aug 04, 2025
Reported Earnings • May 08Full year 2025 earnings released: EPS: JP¥96.74 (vs JP¥79.48 in FY 2024)Full year 2025 results: EPS: JP¥96.74 (up from JP¥79.48 in FY 2024). Revenue: JP¥75.1b (up 12% from FY 2024). Net income: JP¥2.80b (up 22% from FY 2024). Profit margin: 3.7% (up from 3.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
お知らせ • May 07Yasuda Logistics Corporation, Annual General Meeting, Jun 26, 2025Yasuda Logistics Corporation, Annual General Meeting, Jun 26, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.9%).
お知らせ • Mar 03Yasuda Logistics Corporation to Report Fiscal Year 2025 Results on May 07, 2025Yasuda Logistics Corporation announced that they will report fiscal year 2025 results on May 07, 2025
Reported Earnings • Feb 05Third quarter 2025 earnings released: EPS: JP¥24.93 (vs JP¥18.26 in 3Q 2024)Third quarter 2025 results: EPS: JP¥24.93 (up from JP¥18.26 in 3Q 2024). Revenue: JP¥19.1b (up 9.7% from 3Q 2024). Net income: JP¥722.0m (up 37% from 3Q 2024). Profit margin: 3.8% (up from 3.0% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.
お知らせ • Jan 03Yasuda Logistics Corporation to Report Q3, 2025 Results on Feb 04, 2025Yasuda Logistics Corporation announced that they will report Q3, 2025 results on Feb 04, 2025
分析記事 • Nov 19Yasuda Logistics' (TSE:9324) Solid Earnings Are Supported By Other Strong FactorsYasuda Logistics Corporation ( TSE:9324 ) just reported healthy earnings but the stock price didn't move much. Our...
Reported Earnings • Nov 03Second quarter 2025 earnings released: EPS: JP¥32.11 (vs JP¥24.55 in 2Q 2024)Second quarter 2025 results: EPS: JP¥32.11 (up from JP¥24.55 in 2Q 2024). Revenue: JP¥18.5b (up 12% from 2Q 2024). Net income: JP¥930.0m (up 31% from 2Q 2024). Profit margin: 5.0% (up from 4.3% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.2%).
お知らせ • Aug 27Yasuda Logistics Corporation to Report Q2, 2025 Results on Nov 01, 2024Yasuda Logistics Corporation announced that they will report Q2, 2025 results on Nov 01, 2024
Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥14.02 (vs JP¥16.02 in 1Q 2024)First quarter 2025 results: EPS: JP¥14.02 (down from JP¥16.02 in 1Q 2024). Revenue: JP¥17.6b (up 7.8% from 1Q 2024). Net income: JP¥406.0m (down 13% from 1Q 2024). Profit margin: 2.3% (down from 2.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
分析記事 • Aug 07Does Yasuda Logistics (TSE:9324) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,322, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 13x in the Logistics industry in Japan. Total returns to shareholders of 49% over the past three years.
New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.6% operating cash flow to total debt). Earnings have declined by 5.2% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.5% average weekly change).
お知らせ • Jun 28Yasuda Logistics Corporation to Report Q1, 2025 Results on Aug 02, 2024Yasuda Logistics Corporation announced that they will report Q1, 2025 results on Aug 02, 2024
New Risk • Jun 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.6% operating cash flow to total debt). Earnings have declined by 5.2% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.5% average weekly change).
分析記事 • Jun 10Yasuda Logistics Corporation's (TSE:9324) 29% Price Boost Is Out Of Tune With EarningsDespite an already strong run, Yasuda Logistics Corporation ( TSE:9324 ) shares have been powering on, with a gain of...
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥1,783, the stock trades at a trailing P/E ratio of 22.4x. Average trailing P/E is 13x in the Logistics industry in Japan. Total returns to shareholders of 104% over the past three years.
分析記事 • May 21Yasuda Logistics' (TSE:9324) Earnings Seem To Be PromisingThe market seemed underwhelmed by last week's earnings announcement from Yasuda Logistics Corporation ( TSE:9324...
お知らせ • May 09Yasuda Logistics Corporation, Annual General Meeting, Jun 26, 2024Yasuda Logistics Corporation, Annual General Meeting, Jun 26, 2024.
Reported Earnings • May 08Full year 2024 earnings released: EPS: JP¥79.48 (vs JP¥77.51 in FY 2023)Full year 2024 results: EPS: JP¥79.48 (up from JP¥77.51 in FY 2023). Revenue: JP¥67.4b (up 13% from FY 2023). Net income: JP¥2.30b (up 2.5% from FY 2023). Profit margin: 3.4% (down from 3.8% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
分析記事 • Apr 09Does Yasuda Logistics (TSE:9324) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥13.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 37% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.9%).
お知らせ • Mar 02Yasuda Logistics Corporation to Report Fiscal Year 2024 Results on May 07, 2024Yasuda Logistics Corporation announced that they will report fiscal year 2024 results on May 07, 2024
Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥18.26 (vs JP¥14.67 in 3Q 2023)Third quarter 2024 results: EPS: JP¥18.26 (up from JP¥14.67 in 3Q 2023). Revenue: JP¥17.4b (up 10% from 3Q 2023). Net income: JP¥529.0m (up 25% from 3Q 2023). Profit margin: 3.0% (up from 2.7% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Nov 29Yasuda Logistics Corporation to Report Q3, 2024 Results on Feb 02, 2024Yasuda Logistics Corporation announced that they will report Q3, 2024 results on Feb 02, 2024
Reported Earnings • Nov 04Second quarter 2024 earnings released: EPS: JP¥24.55 (vs JP¥30.90 in 2Q 2023)Second quarter 2024 results: EPS: JP¥24.55 (down from JP¥30.90 in 2Q 2023). Revenue: JP¥16.5b (up 8.7% from 2Q 2023). Net income: JP¥711.0m (down 21% from 2Q 2023). Profit margin: 4.3% (down from 5.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Sep 28Yasuda Logistics Corporation to Report Q2, 2024 Results on Nov 02, 2023Yasuda Logistics Corporation announced that they will report Q2, 2024 results on Nov 02, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥13.50 per share at 2.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (2.6%).
Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥16.02 (vs JP¥17.75 in 1Q 2023)First quarter 2024 results: EPS: JP¥16.02 (down from JP¥17.75 in 1Q 2023). Revenue: JP¥16.4b (up 14% from 1Q 2023). Net income: JP¥464.0m (down 9.7% from 1Q 2023). Profit margin: 2.8% (down from 3.6% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Jun 10Yasuda Logistics Corporation (TSE:9324) signed a business acquisition agreement to acquire Worldgate Express Lines Pte Ltd and Worldgate Express Lines International Pvt Ltd Yasuda Logistics Corporation (TSE:9324) signed a business acquisition agreement to acquire Worldgate Express Lines Pte Ltd and Worldgate Express Lines International Pvt Ltd on June 8, 2023. Yasuda Logistics Corporation will acquire Worldgate Express Lines Pte Ltd by September 30, 2023, and Worldgate Express Lines International Pvt Ltd by December 31, 2023.
お知らせ • May 28Yasuda Logistics Corporation to Report Q1, 2024 Results on Aug 04, 2023Yasuda Logistics Corporation announced that they will report Q1, 2024 results on Aug 04, 2023
Reported Earnings • May 09Full year 2023 earnings released: EPS: JP¥77.51 (vs JP¥99.21 in FY 2022)Full year 2023 results: EPS: JP¥77.51 (down from JP¥99.21 in FY 2022). Revenue: JP¥59.8b (up 13% from FY 2022). Net income: JP¥2.25b (down 22% from FY 2022). Profit margin: 3.8% (down from 5.4% in FY 2022). The decrease in margin was driven by higher expenses. 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 5% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.50 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥14.67 (vs JP¥23.38 in 3Q 2022)Third quarter 2023 results: EPS: JP¥14.67 (down from JP¥23.38 in 3Q 2022). Revenue: JP¥15.8b (up 19% from 3Q 2022). Net income: JP¥425.0m (down 37% from 3Q 2022). Profit margin: 2.7% (down from 5.1% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Dec 28Yasuda Logistics Corporation to Report Q3, 2023 Results on Feb 03, 2023Yasuda Logistics Corporation announced that they will report Q3, 2023 results on Feb 03, 2023
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Hirozumi Sone was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Nov 06Second quarter 2023 earnings released: EPS: JP¥30.90 (vs JP¥26.69 in 2Q 2022)Second quarter 2023 results: EPS: JP¥30.90 (up from JP¥26.69 in 2Q 2022). Revenue: JP¥15.2b (up 21% from 2Q 2022). Net income: JP¥895.0m (up 16% from 2Q 2022). Profit margin: 5.9% (down from 6.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 4% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥12.50 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 25% but the company is paying out more than the cash it is generating. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.8%).
お知らせ • Aug 25Yasuda Logistics Corporation to Report Q2, 2023 Results on Nov 04, 2022Yasuda Logistics Corporation announced that they will report Q2, 2023 results on Nov 04, 2022
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥17.75 (vs JP¥17.16 in 1Q 2022)First quarter 2023 results: EPS: JP¥17.75 (up from JP¥17.16 in 1Q 2022). Revenue: JP¥14.4b (up 14% from 1Q 2022). Net income: JP¥514.0m (up 3.4% from 1Q 2022). Profit margin: 3.6% (down from 4.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year.
お知らせ • Jun 29Yasuda Logistics Corporation to Report Q1, 2023 Results on Aug 05, 2022Yasuda Logistics Corporation announced that they will report Q1, 2023 results on Aug 05, 2022
お知らせ • May 12Yasuda Logistics Corporation, Annual General Meeting, Jun 28, 2022Yasuda Logistics Corporation, Annual General Meeting, Jun 28, 2022.
Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥99.21 (vs JP¥96.38 in FY 2021)Full year 2022 results: EPS: JP¥99.21 (up from JP¥96.38 in FY 2021). Revenue: JP¥53.0b (up 11% from FY 2021). Net income: JP¥2.87b (up 2.9% from FY 2021). Profit margin: 5.4% (down from 5.9% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year.
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Corporate Auditor Kazuo Fujiwara was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Yasuda Logistics Corporation to Report Fiscal Year 2022 Results on May 09, 2022Yasuda Logistics Corporation announced that they will report fiscal year 2022 results on May 09, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.4%).
Reported Earnings • Feb 07Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥23.38 (up from JP¥11.33 in 3Q 2021). Revenue: JP¥13.3b (up 8.6% from 3Q 2021). Net income: JP¥677.0m (up 106% from 3Q 2021). Profit margin: 5.1% (up from 2.7% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 3% per year.
Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥26.69 (vs JP¥32.56 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¥12.6b (up 7.1% from 2Q 2021). Net income: JP¥773.0m (down 18% from 2Q 2021). Profit margin: 6.2% (down from 8.0% 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 2% per year whereas the company’s share price has increased by 3% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).
Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥17.16 (vs JP¥14.05 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥12.6b (up 13% from 1Q 2021). Net income: JP¥497.0m (up 22% from 1Q 2021). Profit margin: 4.0% (up from 3.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.
Reported Earnings • May 09Full year 2021 earnings released: EPS JP¥96.38 (vs JP¥101 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥47.7b (up 2.3% from FY 2020). Net income: JP¥2.79b (down 5.3% from FY 2020). Profit margin: 5.9% (down from 6.3% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥9.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.3%).
お知らせ • Mar 05Yasuda Logistics Corporation to Report Fiscal Year 2021 Results on May 07, 2021Yasuda Logistics Corporation announced that they will report fiscal year 2021 results on May 07, 2021
Reported Earnings • Feb 06Third quarter 2021 earnings released: EPS JP¥11.33 (vs JP¥18.85 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥12.2b (up 6.9% from 3Q 2020). Net income: JP¥328.0m (down 40% from 3Q 2020). Profit margin: 2.7% (down from 4.8% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Jan 26New 90-day low: JP¥928The company is down 2.0% from its price of JP¥948 on 28 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 1.0% over the same period.
お知らせ • Dec 30Yasuda Logistics Corporation to Report Q3, 2021 Results on Feb 04, 2021Yasuda Logistics Corporation announced that they will report Q3, 2021 results on Feb 04, 2021
Is New 90 Day High Low • Dec 04New 90-day high: JP¥1,018The company is up 10.0% from its price of JP¥926 on 04 September 2020. The Japanese market is also up 10.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. Its price trend is also similar to the Logistics industry, which is up 10.0% over the same period.
お知らせ • Aug 30Yasuda Logistics Corporation to Report Q2, 2021 Results on Nov 06, 2020Yasuda Logistics Corporation announced that they will report Q2, 2021 results on Nov 06, 2020