Mitsubishi Logistics (MIB) 주식 개요미쓰비시 로지스틱스는 일본 및 해외에서 물류 서비스를 제공합니다. 자세히 보기MIB 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장0/6과거 실적4/6재무 건전성4/6배당4/6강점주가수익률(10x)이 German 시장(17.2x)보다 낮습니다.지난 1년간 수익이 71.9% 증가했습니다.위험 분석향후 3년 동안 수익이 연평균 19.4% 감소할 것으로 예상됩니다.재무 결과에 영향을 미치는 대규모 일회성 항목2.74% 의 배당금은 잉여현금흐름으로 잘 충당되지 않습니다.모든 위험 점검 보기MIB Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW478,038 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 NarrativeBLINRODA478,038 investors already sharing narrativesYour Fair Value€Current Price€8.559.2% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0325b2016201920222025202620282031Revenue JP¥324.5bEarnings JP¥65.0bAdvancedSet Fair ValueView all narrativesMitsubishi Logistics Corporation 경쟁사EUROKAI GmbH KGaASymbol: DB:EUK3Market cap: €791.2mBREMER LAGERHAUS-GESELLSCHAFT -Aktiengesellschaft von 1877-Symbol: DB:BLHMarket cap: €43.0mFraportSymbol: XTRA:FRAMarket cap: €6.3bSixtSymbol: XTRA:SIX2Market cap: €3.2b가격 이력 및 성과Mitsubishi Logistics 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥8.5552주 최고가JP¥8.6552주 최저가JP¥5.90베타0.321개월 변동4.27%3개월 변동17.12%1년 변동23.91%3년 변동87.50%5년 변동76.65%IPO 이후 변동128.22%최근 뉴스 및 업데이트공고 • 5h+ 1 more updateMitsubishi Logistics Corporation Provides Cash Dividend Guidance for the Second Quarter-End and Year-End of the Fiscal Year Ending March 31, 2027Mitsubishi Logistics Corporation provided cash dividend guidance for the second quarter-end and year-end of the fiscal year ending March 31, 2027. For the second quarter-end, the company expects to pay a cash dividend of JPY 22.00 per share compared to JPY 18.00 per share paid a year ago. For the year-end, the company expects to pay a cash dividend of JPY 22.00 per share compared to JPY 20.00 per share paid a year ago.공고 • 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, 2027공고 • May 29Mitsubishi 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”.공고 • May 17+ 1 more updateMitsubishi 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, 2026공고 • Apr 30Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026.공고 • 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.더 많은 업데이트 보기Recent updates공고 • 5h+ 1 more updateMitsubishi Logistics Corporation Provides Cash Dividend Guidance for the Second Quarter-End and Year-End of the Fiscal Year Ending March 31, 2027Mitsubishi Logistics Corporation provided cash dividend guidance for the second quarter-end and year-end of the fiscal year ending March 31, 2027. For the second quarter-end, the company expects to pay a cash dividend of JPY 22.00 per share compared to JPY 18.00 per share paid a year ago. For the year-end, the company expects to pay a cash dividend of JPY 22.00 per share compared to JPY 20.00 per share paid a year ago.공고 • 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, 2027공고 • May 29Mitsubishi 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”.공고 • May 17+ 1 more updateMitsubishi 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, 2026공고 • Apr 30Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026.공고 • 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.공고 • 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.공고 • 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, 2026공고 • Apr 30Mitsubishi Logistics Corporation, Annual General Meeting, Jun 27, 2025Mitsubishi Logistics Corporation, Annual General Meeting, Jun 27, 2025.공고 • 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, 2026공고 • Apr 01Mitsubishi Logistics Corporation(TSE:9301) dropped from Nikkei 225 IndexMistusbishi logistics Corporation has been dropped from the Nikkei 225 Index.공고 • 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, 2025공고 • 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, 2025Reported Earnings • Nov 01Second 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 3.8% growth forecast for the Infrastructure industry in Europe. 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 9% per year, which means it is significantly lagging earnings growth.New Risk • Oct 29New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 406% Dividend yield: 15% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 9.0% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (406% cash payout ratio). Large one-off items impacting financial results.Upcoming Dividend • Sep 21Upcoming 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 German dividend payers (4.7%). Lower than average of industry peers (3.6%).공고 • 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, 2024Reported 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 4.3% growth forecast for the Infrastructure industry in Europe. 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 7% per year.공고 • 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, 2024공고 • 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.공고 • 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 released: EPS: JP¥359 (vs JP¥342 in FY 2023)Full 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 is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Infrastructure industry in Europe. 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 8% per year, which means it is well ahead of earnings.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 German dividend payers (4.9%). Lower than average of industry peers (3.7%).공고 • 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, 2024Reported 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 4.1% growth forecast for the Infrastructure industry in Europe. 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 5% per year, which means it is well ahead of earnings.공고 • 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 4.5% growth forecast for the Infrastructure industry in Europe. 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 3% 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 German dividend payers (4.8%). Lower than average of industry peers (3.2%).공고 • 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 Europe are expected to grow by 4.6%. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 1% per year.공고 • 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.공고 • 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, 2023Reported Earnings • Apr 30Full year 2023 earnings released: EPS: JP¥342 (vs JP¥219 in FY 2022)Full 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 is expected to decline by 8.1% p.a. on average during the next 2 years, while revenues in the Infrastructure industry in Europe are expected to grow by 5.8%. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 3% per year.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 German dividend payers (4.7%). In line with average of industry peers (3.2%).Reported Earnings • Feb 02Third 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 Europe are expected to grow by 6.2%. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공고 • 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 Europe are expected to grow by 6.4%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.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 Europe are expected to grow by 6.7%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.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 German dividend payers (5.1%). Lower than average of industry peers (3.1%).공고 • Sep 01Mitsubishi Logistics Corporation to Report Q2, 2023 Results on Oct 31, 2022Mitsubishi Logistics Corporation announced that they will report Q2, 2023 results on Oct 31, 2022공고 • Aug 11Mitsubishi Logistics Corporation (TSE:9301) acquired a 13.63% stake in Indo Trans Logistics Corporation from Templeton Strategic Emerging Markets Fund IV, managed by Templeton Asset Management Ltd.Mitsubishi Logistics Corporation (TSE:9301) acquired a 13.63% stake in Indo Trans Logistics Corporation from Templeton Strategic Emerging Markets Fund IV, managed by Templeton Asset Management Ltd. on August 9, 2022. Mark Webster and Huong Trinh of BDA Partners Pte Ltd acted as financial advisor to Templeton Asset Management Ltd. Mitsubishi Logistics Corporation (TSE:9301) completed the acquisition of a 13.63% stake in Indo Trans Logistics Corporation from Templeton Strategic Emerging Markets Fund IV, managed by Templeton Asset Management Ltd. on August 9, 2022.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 19% growth forecast for the industry in Germany. 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 4% per year, which means it is significantly lagging earnings growth.공고 • Jun 01Mitsubishi Logistics Corporation to Report Q1, 2023 Results on Jul 29, 2022Mitsubishi Logistics Corporation announced that they will report Q1, 2023 results on Jul 29, 2022공고 • May 02Mitsubishi Logistics Corporation, Annual General Meeting, Jun 29, 2022Mitsubishi Logistics Corporation, Annual General Meeting, Jun 29, 2022.Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥219 (vs JP¥462 in FY 2021)Full 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. Over the next year, revenue is expected to shrink by 5.7% compared to a 30% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공고 • Apr 08Mitsubishi Logistics Corporation to Report Fiscal Year 2022 Results on Apr 28, 2022Mitsubishi Logistics Corporation announced that they will report fiscal year 2022 results on Apr 28, 2022Upcoming 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 German dividend payers (3.6%). Lower than average of industry peers (3.1%).Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues and EPS in line with 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. Over the next year, revenue is expected to shrink by 2.3% compared to a 29% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Oct 30Second 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 5% 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 German dividend payers (3.2%). Higher than average of industry peers (1.7%).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.공고 • May 01Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 2,000,000 shares, representing 2.42% for ¥5,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 2.42% of its share capital for ¥5,000 million. The purpose of the program is to implement a flexible acquisition of treasury stock in order to further enhance shareholder returns. The share repurchase program will run until September 30, 2021. As of March 31, 2021, the company had 82,697,673 shares outstanding (excluding treasury shares) and 5,263,066 shares in treasury.Upcoming Dividend • Mar 24Upcoming 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 German dividend payers (3.3%). Lower than average of industry peers (3.9%).공고 • Mar 04Mitsubishi Logistics Corporation to Report Fiscal Year 2021 Results on Apr 30, 2021Mitsubishi Logistics Corporation announced that they will report fiscal year 2021 results on Apr 30, 2021Is New 90 Day High Low • Feb 25New 90-day high: €26.40The company is up 8.0% from its price of €24.40 on 27 November 2020. The German market is also up 8.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Infrastructure industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.03 per share.Reported Earnings • Feb 04Third 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 9% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Feb 04Revenue misses expectationsRevenue missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 4.8% compared to a 6.5% decline forecast for the Infrastructure industry in Germany.공고 • Dec 05Mitsubishi Logistics Corporation to Report Q3, 2021 Results on Jan 29, 2021Mitsubishi Logistics Corporation announced that they will report Q3, 2021 results on Jan 29, 2021Reported Earnings • Nov 17Second quarter 2021 earnings released: EPS JP¥336The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥51.1b (down 11% from 2Q 2020). Net income: JP¥28.8b (up JP¥24.9b from 2Q 2020). Profit margin: 56% (up from 6.9% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Nov 17Revenue misses expectationsRevenue missed analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 2.4% compared to a 5.8% decline forecast for the Infrastructure industry in Germany.Is New 90 Day High Low • Nov 12New 90-day high: €26.20The company is up 10.0% from its price of €23.80 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Infrastructure industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.19 per share.Analyst Estimate Surprise Post Earnings • Nov 03Revenue misses expectationsRevenue missed analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 2.4% compared to a 4.9% decline forecast for the Infrastructure industry in Germany.Reported Earnings • Nov 01First half earnings releasedOver the last 12 months the company has reported total profits of JP¥35.3b, up 174% from the prior year. Total revenue was JP¥215.5b over the last 12 months, down 7.2% from the prior year.공고 • Sep 03Mitsubishi Logistics Corporation to Report Q2, 2021 Results on Oct 30, 2020Mitsubishi Logistics Corporation announced that they will report Q2, 2021 results on Oct 30, 2020공고 • Jun 28Mitsubishi Logistics Corporation to Report Q1, 2021 Results on Jul 31, 2020Mitsubishi Logistics Corporation announced that they will report Q1, 2021 results on Jul 31, 2020주주 수익률MIBDE InfrastructureDE 시장7D0.6%1.6%1.8%1Y23.9%9.3%4.1%전체 주주 수익률 보기수익률 대 산업: MIB은 지난 1년 동안 9.3%의 수익을 기록한 German Infrastructure 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: MIB은 지난 1년 동안 4.1%를 기록한 German 시장보다 더 좋은 성과를 냈습니다.주가 변동성Is MIB's price volatile compared to industry and market?MIB volatilityMIB Average Weekly Movement3.4%Infrastructure Industry Average Movement3.8%Market Average Movement5.3%10% most volatile stocks in DE Market12.7%10% least volatile stocks in DE Market2.7%안정적인 주가: MIB는 지난 3개월 동안 German 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: MIB의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트18874,991Hidechika Saitowww.mitsubishi-logistics.co.jp미쓰비시 로지스틱스는 일본 및 국제적으로 물류 서비스를 제공합니다. 이 회사는 물류 및 부동산 부문을 통해 운영됩니다. 창고 보관, 항만, 국제, 육로 및 해상 운송, 통관 서비스를 제공합니다.더 보기Mitsubishi Logistics Corporation 기초 지표 요약Mitsubishi Logistics의 순이익과 매출은 시가총액과 어떻게 비교됩니까?MIB 기초 통계시가총액€2.99b순이익 (TTM)€298.31m매출 (TTM)€1.49b10.0x주가수익비율(P/E)2.0x주가매출비율(P/S)MIB는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표MIB 손익계산서 (TTM)매출JP¥273.45b매출원가JP¥239.91b총이익JP¥33.54b기타 비용-JP¥21.24b순이익JP¥54.77b최근 보고된 실적Mar 31, 2026다음 실적 발표일Aug 03, 2026주당순이익(EPS)160.18총이익률12.26%순이익률20.03%부채/자본 비율26.9%MIB의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당2.7%현재 배당 수익률24%배당 성향MIB는 안정적으로 배당을 지급합니까?MIB 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 MIB를 매수해야 하나요?Mitsubishi Logistics 배당 일정배당락일Sep 29 2026배당 지급일Dec 01 2026배당락일까지 남은 일수58 days배당 지급일까지 남은 일수121 daysMIB는 안정적으로 배당을 지급합니까?MIB 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/31 12:28종가2026/07/31 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Mitsubishi Logistics Corporation는 11명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Ryota HimenoBarclaysRyota HimenoCitigroup IncMasayoshi YonezawaDaiwa Securities Co. Ltd.8명의 분석가 더 보기
공고 • 5h+ 1 more updateMitsubishi Logistics Corporation Provides Cash Dividend Guidance for the Second Quarter-End and Year-End of the Fiscal Year Ending March 31, 2027Mitsubishi Logistics Corporation provided cash dividend guidance for the second quarter-end and year-end of the fiscal year ending March 31, 2027. For the second quarter-end, the company expects to pay a cash dividend of JPY 22.00 per share compared to JPY 18.00 per share paid a year ago. For the year-end, the company expects to pay a cash dividend of JPY 22.00 per share compared to JPY 20.00 per share paid a year ago.
공고 • 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
공고 • May 29Mitsubishi 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”.
공고 • May 17+ 1 more updateMitsubishi 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
공고 • Apr 30Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026.
공고 • 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.
공고 • 5h+ 1 more updateMitsubishi Logistics Corporation Provides Cash Dividend Guidance for the Second Quarter-End and Year-End of the Fiscal Year Ending March 31, 2027Mitsubishi Logistics Corporation provided cash dividend guidance for the second quarter-end and year-end of the fiscal year ending March 31, 2027. For the second quarter-end, the company expects to pay a cash dividend of JPY 22.00 per share compared to JPY 18.00 per share paid a year ago. For the year-end, the company expects to pay a cash dividend of JPY 22.00 per share compared to JPY 20.00 per share paid a year ago.
공고 • 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
공고 • May 29Mitsubishi 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”.
공고 • May 17+ 1 more updateMitsubishi 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
공고 • Apr 30Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026.
공고 • 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.
공고 • 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.
공고 • 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
공고 • Apr 30Mitsubishi Logistics Corporation, Annual General Meeting, Jun 27, 2025Mitsubishi Logistics Corporation, Annual General Meeting, Jun 27, 2025.
공고 • 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
공고 • Apr 01Mitsubishi Logistics Corporation(TSE:9301) dropped from Nikkei 225 IndexMistusbishi logistics Corporation has been dropped from the Nikkei 225 Index.
공고 • 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
공고 • 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
Reported Earnings • Nov 01Second 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 3.8% growth forecast for the Infrastructure industry in Europe. 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 9% per year, which means it is significantly lagging earnings growth.
New Risk • Oct 29New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 406% Dividend yield: 15% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 9.0% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (406% cash payout ratio). Large one-off items impacting financial results.
Upcoming Dividend • Sep 21Upcoming 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 German dividend payers (4.7%). Lower than average of industry peers (3.6%).
공고 • 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
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 4.3% growth forecast for the Infrastructure industry in Europe. 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 7% per year.
공고 • 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
공고 • 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.
공고 • 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 released: EPS: JP¥359 (vs JP¥342 in FY 2023)Full 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 is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Infrastructure industry in Europe. 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 8% per year, which means it is well ahead of earnings.
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 German dividend payers (4.9%). Lower than average of industry peers (3.7%).
공고 • 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
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 4.1% growth forecast for the Infrastructure industry in Europe. 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 5% per year, which means it is well ahead of earnings.
공고 • 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 4.5% growth forecast for the Infrastructure industry in Europe. 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 3% 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 German dividend payers (4.8%). Lower than average of industry peers (3.2%).
공고 • 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 Europe are expected to grow by 4.6%. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 1% per year.
공고 • 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.
공고 • 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
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: JP¥342 (vs JP¥219 in FY 2022)Full 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 is expected to decline by 8.1% p.a. on average during the next 2 years, while revenues in the Infrastructure industry in Europe are expected to grow by 5.8%. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 3% per year.
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 German dividend payers (4.7%). In line with average of industry peers (3.2%).
Reported Earnings • Feb 02Third 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 Europe are expected to grow by 6.2%. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공고 • 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 Europe are expected to grow by 6.4%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
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 Europe are expected to grow by 6.7%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
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 German dividend payers (5.1%). Lower than average of industry peers (3.1%).
공고 • Sep 01Mitsubishi Logistics Corporation to Report Q2, 2023 Results on Oct 31, 2022Mitsubishi Logistics Corporation announced that they will report Q2, 2023 results on Oct 31, 2022
공고 • Aug 11Mitsubishi Logistics Corporation (TSE:9301) acquired a 13.63% stake in Indo Trans Logistics Corporation from Templeton Strategic Emerging Markets Fund IV, managed by Templeton Asset Management Ltd.Mitsubishi Logistics Corporation (TSE:9301) acquired a 13.63% stake in Indo Trans Logistics Corporation from Templeton Strategic Emerging Markets Fund IV, managed by Templeton Asset Management Ltd. on August 9, 2022. Mark Webster and Huong Trinh of BDA Partners Pte Ltd acted as financial advisor to Templeton Asset Management Ltd. Mitsubishi Logistics Corporation (TSE:9301) completed the acquisition of a 13.63% stake in Indo Trans Logistics Corporation from Templeton Strategic Emerging Markets Fund IV, managed by Templeton Asset Management Ltd. on August 9, 2022.
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 19% growth forecast for the industry in Germany. 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 4% per year, which means it is significantly lagging earnings growth.
공고 • Jun 01Mitsubishi Logistics Corporation to Report Q1, 2023 Results on Jul 29, 2022Mitsubishi Logistics Corporation announced that they will report Q1, 2023 results on Jul 29, 2022
공고 • May 02Mitsubishi Logistics Corporation, Annual General Meeting, Jun 29, 2022Mitsubishi Logistics Corporation, Annual General Meeting, Jun 29, 2022.
Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥219 (vs JP¥462 in FY 2021)Full 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. Over the next year, revenue is expected to shrink by 5.7% compared to a 30% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공고 • Apr 08Mitsubishi Logistics Corporation to Report Fiscal Year 2022 Results on Apr 28, 2022Mitsubishi Logistics Corporation announced that they will report fiscal year 2022 results on Apr 28, 2022
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 German dividend payers (3.6%). Lower than average of industry peers (3.1%).
Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues and EPS in line with 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. Over the next year, revenue is expected to shrink by 2.3% compared to a 29% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Oct 30Second 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 5% 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 German dividend payers (3.2%). Higher than average of industry peers (1.7%).
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.
공고 • May 01Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 2,000,000 shares, representing 2.42% for ¥5,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 2.42% of its share capital for ¥5,000 million. The purpose of the program is to implement a flexible acquisition of treasury stock in order to further enhance shareholder returns. The share repurchase program will run until September 30, 2021. As of March 31, 2021, the company had 82,697,673 shares outstanding (excluding treasury shares) and 5,263,066 shares in treasury.
Upcoming Dividend • Mar 24Upcoming 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 German dividend payers (3.3%). Lower than average of industry peers (3.9%).
공고 • Mar 04Mitsubishi Logistics Corporation to Report Fiscal Year 2021 Results on Apr 30, 2021Mitsubishi Logistics Corporation announced that they will report fiscal year 2021 results on Apr 30, 2021
Is New 90 Day High Low • Feb 25New 90-day high: €26.40The company is up 8.0% from its price of €24.40 on 27 November 2020. The German market is also up 8.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Infrastructure industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.03 per share.
Reported Earnings • Feb 04Third 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 9% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 04Revenue misses expectationsRevenue missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 4.8% compared to a 6.5% decline forecast for the Infrastructure industry in Germany.
공고 • Dec 05Mitsubishi Logistics Corporation to Report Q3, 2021 Results on Jan 29, 2021Mitsubishi Logistics Corporation announced that they will report Q3, 2021 results on Jan 29, 2021
Reported Earnings • Nov 17Second quarter 2021 earnings released: EPS JP¥336The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥51.1b (down 11% from 2Q 2020). Net income: JP¥28.8b (up JP¥24.9b from 2Q 2020). Profit margin: 56% (up from 6.9% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Nov 17Revenue misses expectationsRevenue missed analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 2.4% compared to a 5.8% decline forecast for the Infrastructure industry in Germany.
Is New 90 Day High Low • Nov 12New 90-day high: €26.20The company is up 10.0% from its price of €23.80 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Infrastructure industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.19 per share.
Analyst Estimate Surprise Post Earnings • Nov 03Revenue misses expectationsRevenue missed analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 2.4% compared to a 4.9% decline forecast for the Infrastructure industry in Germany.
Reported Earnings • Nov 01First half earnings releasedOver the last 12 months the company has reported total profits of JP¥35.3b, up 174% from the prior year. Total revenue was JP¥215.5b over the last 12 months, down 7.2% from the prior year.
공고 • Sep 03Mitsubishi Logistics Corporation to Report Q2, 2021 Results on Oct 30, 2020Mitsubishi Logistics Corporation announced that they will report Q2, 2021 results on Oct 30, 2020
공고 • Jun 28Mitsubishi Logistics Corporation to Report Q1, 2021 Results on Jul 31, 2020Mitsubishi Logistics Corporation announced that they will report Q1, 2021 results on Jul 31, 2020
