View Future GrowthSankyu 과거 순이익 실적과거 기준 점검 2/6Sankyu은 연평균 6.8%의 비율로 수입이 증가해 온 반면, Logistics 산업은 수입이 6.8% 증가했습니다. 매출은 연평균 3.1%의 비율로 증가했습니다. Sankyu의 자기자본이익률은 10.3%이고 순이익률은 5%입니다.핵심 정보6.77%순이익 성장률10.25%주당순이익(EPS) 성장률Logistics 산업 성장률13.19%매출 성장률3.14%자기자본이익률10.30%순이익률4.99%다음 순이익 업데이트31 Jul 2026최근 과거 실적 업데이트공시 • May 30Sankyu Inc. to Report Q1, 2027 Results on Jul 31, 2026Sankyu Inc. announced that they will report Q1, 2027 results on Jul 31, 2026Reported Earnings • May 16Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥614 (up from JP¥571 in FY 2025). Revenue: JP¥631.6b (up 4.1% from FY 2025). Net income: JP¥31.5b (up 2.5% from FY 2025). Profit margin: 5.0% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.6%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 22% per year.공시 • May 09Sankyu Inc. to Report Fiscal Year 2026 Results on May 14, 2026Sankyu Inc. announced that they will report fiscal year 2026 results on May 14, 2026Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥198 (vs JP¥170 in 3Q 2025)Third quarter 2026 results: EPS: JP¥198 (up from JP¥170 in 3Q 2025). Revenue: JP¥156.8b (flat on 3Q 2025). Net income: JP¥10.1b (up 12% from 3Q 2025). Profit margin: 6.4% (up from 5.8% in 3Q 2025). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.공시 • Dec 02Sankyu Inc. to Report Q3, 2026 Results on Jan 30, 2026Sankyu Inc. announced that they will report Q3, 2026 results on Jan 30, 2026Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥140 (vs JP¥140 in 2Q 2025)Second quarter 2026 results: EPS: JP¥140 (down from JP¥140 in 2Q 2025). Revenue: JP¥161.6b (up 3.5% from 2Q 2025). Net income: JP¥7.21b (down 4.8% from 2Q 2025). Profit margin: 4.5% (down from 4.9% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 18% per year.모든 업데이트 보기Recent updatesBuy Or Sell Opportunity • Jun 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to JP¥8,517. The fair value is estimated to be JP¥10,651, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.공시 • May 30Sankyu Inc. to Report Q1, 2027 Results on Jul 31, 2026Sankyu Inc. announced that they will report Q1, 2027 results on Jul 31, 2026분석 기사 • May 18Sankyu Inc. (TSE:9065) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearIt's been a good week for Sankyu Inc. ( TSE:9065 ) shareholders, because the company has just released its latest...Reported Earnings • May 16Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥614 (up from JP¥571 in FY 2025). Revenue: JP¥631.6b (up 4.1% from FY 2025). Net income: JP¥31.5b (up 2.5% from FY 2025). Profit margin: 5.0% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.6%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 22% per year.공시 • May 15+ 1 more updateSankyu Inc., Annual General Meeting, Jun 25, 2026Sankyu Inc., Annual General Meeting, Jun 25, 2026.속보 • May 15Sankyu Unveils Stock Split and Expanded Share Authorization With Higher Dividend ProposalSankyu plans a 5-for-1 stock split of its common shares effective October 1, 2026, while increasing authorized shares from 200 million to 1 billion to allow more flexibility for future equity measures. For the year ended March 31, 2026, Sankyu reported higher sales and net profit and plans to raise its year-end dividend to ¥128 per share, bringing total annual dividends to ¥246 per share, subject to shareholder approval. The company has revised its Vision 2030 roadmap and Medium-Term Management Plan 2026, resetting financial and non-financial targets and aiming to expand its consolidated investment scope through new partnerships. These moves indicate a company that is actively refining its long-term plan, adjusting its capital structure and returning more cash to shareholders, while maintaining flexibility for future investments. Investors may want to pay close attention to how the share split, dividend policy and expanded authorized share count interact over time, particularly in relation to potential dilution risk and the execution of the updated Vision 2030 targets.공시 • May 09Sankyu Inc. to Report Fiscal Year 2026 Results on May 14, 2026Sankyu Inc. announced that they will report fiscal year 2026 results on May 14, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥118 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%).Buy Or Sell Opportunity • Feb 20Now 20% undervaluedOver the last 90 days, the stock has risen 14% to JP¥9,790. The fair value is estimated to be JP¥12,260, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥198 (vs JP¥170 in 3Q 2025)Third quarter 2026 results: EPS: JP¥198 (up from JP¥170 in 3Q 2025). Revenue: JP¥156.8b (flat on 3Q 2025). Net income: JP¥10.1b (up 12% from 3Q 2025). Profit margin: 6.4% (up from 5.8% in 3Q 2025). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jan 30Sankyu (TSE:9065) Is Due To Pay A Dividend Of ¥118.00Sankyu Inc. ( TSE:9065 ) has announced that it will pay a dividend of ¥118.00 per share on the 29th of June. However...공시 • Jan 30Sankyu Inc. Provides Year End Dividend Guidance for the Fiscal Year Ending March 31, 2026Sankyu Inc. provided year end dividend guidance for the Fiscal year ending March 31, 2026. For the period, the company expects year end dividend of JPY 118.00 per share against JPY 130.00 per share paid last year.분석 기사 • Dec 30Here's Why Sankyu (TSE:9065) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Dec 12Here's Why We Think Sankyu (TSE:9065) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Declared Dividend • Dec 09First half dividend of JP¥118 announcedShareholders will receive a dividend of JP¥118. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Dec 02Sankyu Inc. to Report Q3, 2026 Results on Jan 30, 2026Sankyu Inc. announced that they will report Q3, 2026 results on Jan 30, 2026분석 기사 • Nov 25Returns On Capital At Sankyu (TSE:9065) Have Hit The BrakesIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥140 (vs JP¥140 in 2Q 2025)Second quarter 2026 results: EPS: JP¥140 (down from JP¥140 in 2Q 2025). Revenue: JP¥161.6b (up 3.5% from 2Q 2025). Net income: JP¥7.21b (down 4.8% from 2Q 2025). Profit margin: 4.5% (down from 4.9% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 18% per year.분석 기사 • Oct 29A Look At The Intrinsic Value Of Sankyu Inc. (TSE:9065)Key Insights Sankyu's estimated fair value is JP¥8,449 based on 2 Stage Free Cash Flow to Equity Current share price of...분석 기사 • Oct 09Sankyu Inc.'s (TSE:9065) Share Price Not Quite Adding UpIt's not a stretch to say that Sankyu Inc.'s ( TSE:9065 ) price-to-earnings (or "P/E") ratio of 13.3x right now seems...Upcoming Dividend • Sep 22Upcoming dividend of JP¥116 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).분석 기사 • Sep 03Sankyu (TSE:9065) Will Pay A Dividend Of ¥116.00The board of Sankyu Inc. ( TSE:9065 ) has announced that it will pay a dividend of ¥116.00 per share on the 5th of...공시 • Sep 03Sankyu Inc. to Report Q2, 2026 Results on Oct 31, 2025Sankyu Inc. announced that they will report Q2, 2026 results on Oct 31, 2025Price Target Changed • Aug 21Price target increased by 9.6% to JP¥9,167Up from JP¥8,367, the current price target is an average from 6 analysts. New target price is 9.7% above last closing price of JP¥8,359. Stock is up 84% over the past year. The company is forecast to post earnings per share of JP¥589 for next year compared to JP¥571 last year.Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥120 (vs JP¥102 in 1Q 2025)First quarter 2026 results: EPS: JP¥120 (up from JP¥102 in 1Q 2025). Revenue: JP¥154.0b (up 7.6% from 1Q 2025). Net income: JP¥6.30b (up 11% from 1Q 2025). Profit margin: 4.1% (up from 4.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jul 25Sankyu (TSE:9065) Is Due To Pay A Dividend Of ¥116.00The board of Sankyu Inc. ( TSE:9065 ) has announced that it will pay a dividend of ¥116.00 per share on the 5th of...분석 기사 • Jul 24Do Sankyu's (TSE:9065) Earnings Warrant Your Attention?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • Jul 10Sankyu's (TSE:9065) Dividend Will Be ¥116.00The board of Sankyu Inc. ( TSE:9065 ) has announced that it will pay a dividend of ¥116.00 per share on the 5th of...Declared Dividend • Jul 09Final dividend increased to JP¥116Dividend of JP¥116 is 14% higher than last year. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Jul 08Sankyu (TSE:9065) Could Be Struggling To Allocate CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...공시 • Jun 29Sankyu Inc. to Report Q1, 2026 Results on Jul 31, 2025Sankyu Inc. announced that they will report Q1, 2026 results on Jul 31, 2025분석 기사 • Jun 17Is Sankyu (TSE:9065) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Price Target Changed • Jun 12Price target increased by 7.0% to JP¥7,850Up from JP¥7,333, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥7,491. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥589 for next year compared to JP¥571 last year.분석 기사 • May 14Sankyu Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearIt's been a good week for Sankyu Inc. ( TSE:9065 ) shareholders, because the company has just released its latest...공시 • May 13Sankyu Inc. (TSE:9065) announces an Equity Buyback for 5,000,000 shares, representing 9.52% for ¥20,000 million.Sankyu Inc. (TSE:9065) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 9.52% of its total shares outstanding (excluding treasury shares), for a total of ¥20,000 million. The purpose of repurchase program is to enhance corporate value through the optimization of capital structure and strengthening of shareholder returns. The repurchase program is valid till February 27, 2026. As of April 30, 2025, the company had 52,541,459 shares outstanding (excluding treasury shares) and 2,928,798 shares in treasury.Reported Earnings • May 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥571 (up from JP¥429 in FY 2024). Revenue: JP¥606.8b (up 7.7% from FY 2024). Net income: JP¥30.7b (up 26% from FY 2024). Profit margin: 5.1% (up from 4.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.8%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 12+ 3 more updatesSankyu Inc., Annual General Meeting, Jun 26, 2025Sankyu Inc., Annual General Meeting, Jun 26, 2025.분석 기사 • May 09Sankyu Inc.'s (TSE:9065) Shares May Have Run Too Fast Too SoonIt's not a stretch to say that Sankyu Inc.'s ( TSE:9065 ) price-to-earnings (or "P/E") ratio of 12.2x right now seems...분석 기사 • Apr 08A Look At The Fair Value Of Sankyu Inc. (TSE:9065)Key Insights Using the 2 Stage Free Cash Flow to Equity, Sankyu fair value estimate is JP¥6,900 Sankyu's JP¥5,645 share...Price Target Changed • Mar 25Price target increased by 7.1% to JP¥6,917Up from JP¥6,460, the current price target is an average from 6 analysts. New target price is 8.5% above last closing price of JP¥6,374. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥535 for next year compared to JP¥429 last year.Upcoming Dividend • Mar 21Upcoming dividend of JP¥102 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 37% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.9%).분석 기사 • Mar 14Capital Allocation Trends At Sankyu (TSE:9065) Aren't IdealIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...공시 • Mar 01Sankyu Inc. to Report Fiscal Year 2025 Results on May 12, 2025Sankyu Inc. announced that they will report fiscal year 2025 results on May 12, 2025Reported Earnings • Feb 01Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥170 (up from JP¥126 in 3Q 2024). Revenue: JP¥156.6b (up 8.2% from 3Q 2024). Net income: JP¥9.05b (up 28% from 3Q 2024). Profit margin: 5.8% (up from 4.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) also surpassed analyst estimates by 34%. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 10% per year.분석 기사 • Jan 14There's No Escaping Sankyu Inc.'s (TSE:9065) Muted EarningsWith a price-to-earnings (or "P/E") ratio of 10.9x Sankyu Inc. ( TSE:9065 ) may be sending bullish signals at the...분석 기사 • Dec 12Sankyu's (TSE:9065) Returns On Capital Not Reflecting Well On The BusinessWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...공시 • Dec 04Sankyu Inc. to Report Q3, 2025 Results on Jan 31, 2025Sankyu Inc. announced that they will report Q3, 2025 results on Jan 31, 2025Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥140 (vs JP¥99.03 in 2Q 2024)Second quarter 2025 results: EPS: JP¥140 (up from JP¥99.03 in 2Q 2024). Revenue: JP¥156.1b (up 12% from 2Q 2024). Net income: JP¥7.58b (up 34% from 2Q 2024). Profit margin: 4.9% (up from 4.1% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.1% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.분석 기사 • Oct 24Estimating The Fair Value Of Sankyu Inc. (TSE:9065)Key Insights Using the 2 Stage Free Cash Flow to Equity, Sankyu fair value estimate is JP¥4,876 Sankyu's JP¥4,707 share...Upcoming Dividend • Sep 20Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 3.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.2%).공시 • Aug 28Sankyu Inc. to Report Q2, 2025 Results on Oct 31, 2024Sankyu Inc. announced that they will report Q2, 2025 results on Oct 31, 2024분석 기사 • Aug 18Sankyu (TSE:9065) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Buy Or Sell Opportunity • Aug 15Now 20% overvaluedOver the last 90 days, the stock has fallen 20% to JP¥4,349. The fair value is estimated to be JP¥3,610, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 2.7%. Revenue is forecast to grow by 4.5% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥4,218, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Logistics industry in Japan. Total loss to shareholders of 6.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,606 per share.Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥102 (vs JP¥99.34 in 1Q 2024)First quarter 2025 results: EPS: JP¥102. Revenue: JP¥143.0b (up 4.0% from 1Q 2024). Net income: JP¥5.65b (down 2.3% from 1Q 2024). Profit margin: 4.0% (down from 4.2% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan.분석 기사 • Jul 30Market Still Lacking Some Conviction On Sankyu Inc. (TSE:9065)When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider Sankyu...분석 기사 • Jun 03Sankyu (TSE:9065) Might Be Having Difficulty Using Its Capital EffectivelyFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • May 16Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥429. Revenue: JP¥563.5b (down 2.7% from FY 2023). Net income: JP¥24.4b (down 2.3% from FY 2023). Profit margin: 4.3% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 1.5% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Logistics industry in Japan.공시 • May 15Sankyu Inc. (TSE:9065) announces an Equity Buyback for 3,750,000 shares, representing 6.76% for ¥15,000 million.Sankyu Inc. (TSE:9065) announces a share repurchase program. Under the program, the company will repurchase up to 3,750,000 shares, representing 6.76% of its total shares outstanding (excluding treasury shares), for a total of ¥15,000 million. The purpose of repurchase program is increasing return of profits to shareholders and improving corporate value. The repurchase program is valid till February 28, 2025. As of April 30, 2024, the company had 55,484,475 shares outstanding (excluding treasury shares) and 3,088,294 shares in treasury.분석 기사 • Apr 15An Intrinsic Calculation For Sankyu Inc. (TSE:9065) Suggests It's 38% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, Sankyu fair value estimate is JP¥8,589 Current share price of...공시 • Mar 28Sankyu Inc. to Report Fiscal Year 2024 Results on May 13, 2024Sankyu Inc. announced that they will report fiscal year 2024 results on May 13, 2024공시 • Mar 27Sankyu Inc., Annual General Meeting, Jun 26, 2024Sankyu Inc., Annual General Meeting, Jun 26, 2024. Agenda: To approve the amendment to the Articles of Incorporation; and to transact such other business matters.Upcoming Dividend • Mar 21Upcoming dividend of JP¥84.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 58% but the company is paying out more than the cash it is generating. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.9%).Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥126 (vs JP¥107 in 3Q 2023)Third quarter 2024 results: EPS: JP¥126 (up from JP¥107 in 3Q 2023). Revenue: JP¥144.7b (down 1.7% from 3Q 2023). Net income: JP¥7.07b (up 13% from 3Q 2023). Profit margin: 4.9% (up from 4.2% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.공시 • Nov 27Sankyu Inc. to Report Q3, 2024 Results on Jan 30, 2024Sankyu Inc. announced that they will report Q3, 2024 results on Jan 30, 2024Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥99.03 (vs JP¥134 in 2Q 2023)Second quarter 2024 results: EPS: JP¥99.03 (down from JP¥134 in 2Q 2023). Revenue: JP¥139.7b (down 5.4% from 2Q 2023). Net income: JP¥5.68b (down 27% from 2Q 2023). Profit margin: 4.1% (down from 5.3% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Logistics industry in Japan. 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 7% per year.Upcoming Dividend • Sep 21Upcoming dividend of JP¥84.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.6%).공시 • Aug 30Sankyu Inc. to Report Q2, 2024 Results on Oct 31, 2023Sankyu Inc. announced that they will report Q2, 2024 results on Oct 31, 2023Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥99.34 (vs JP¥104 in 1Q 2023)First quarter 2024 results: EPS: JP¥99.34 (down from JP¥104 in 1Q 2023). Revenue: JP¥137.5b (down 3.0% from 1Q 2023). Net income: JP¥5.78b (down 4.6% from 1Q 2023). Profit margin: 4.2% (in line with 1Q 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.공시 • May 13Sankyu Inc., Annual General Meeting, Jun 23, 2023Sankyu Inc., Annual General Meeting, Jun 23, 2023.Reported Earnings • May 12Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥427 (up from JP¥382 in FY 2022). Revenue: JP¥579.2b (up 4.6% from FY 2022). Net income: JP¥25.0b (up 10% from FY 2022). Profit margin: 4.3% (up from 4.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.4%. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 1.2% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 11Sankyu Inc. (TSE:9065) announces an Equity Buyback for 3,750,000 shares, representing 6.41% for ¥15,000 million.Sankyu Inc. (TSE:9065) announces a share repurchase program. Under the program, the company will repurchase up to 3,750,000 shares, representing 6.41% of its total shares outstanding (excluding treasury shares), for a total of ¥15,000 million. The purpose of repurchase program is to expand the profit returns to shareholders and improve corporate value. The repurchase program is valid till May 10, 2024. As of March 31, 2023, the company had 58,495,025 shares outstanding (excluding treasury shares) and 3,262,953 shares in treasury.Upcoming Dividend • Mar 23Upcoming dividend of JP¥70.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%).Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: JP¥107 (vs JP¥85.26 in 3Q 2022)Third quarter 2023 results: EPS: JP¥107 (up from JP¥85.26 in 3Q 2022). Revenue: JP¥147.3b (up 6.9% from 3Q 2022). Net income: JP¥6.24b (up 25% from 3Q 2022). Profit margin: 4.2% (up from 3.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.공시 • Nov 27Sankyu Inc. to Report Q3, 2023 Results on Jan 30, 2023Sankyu Inc. announced that they will report Q3, 2023 results on Jan 30, 2023Reported Earnings • Nov 17Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: JP¥147.6b (up 7.9% from 2Q 2022). Net income: JP¥7.82b (up 21% from 2Q 2022). Profit margin: 5.3% (up from 4.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Transportation industry in Japan.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 8 highly experienced directors. 1 independent director (8 non-independent directors). Independent External Director Makoto Ogawa was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥134 (vs JP¥109 in 2Q 2022)Second quarter 2023 results: EPS: JP¥134 (up from JP¥109 in 2Q 2022). Revenue: JP¥147.6b (up 7.9% from 2Q 2022). Net income: JP¥7.82b (up 21% from 2Q 2022). Profit margin: 5.3% (up from 4.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 6% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥104 (vs JP¥91.86 in 1Q 2022)First quarter 2023 results: EPS: JP¥104 (up from JP¥91.86 in 1Q 2022). Revenue: JP¥141.7b (up 3.5% from 1Q 2022). Net income: JP¥6.06b (up 9.6% from 1Q 2022). Profit margin: 4.3% (up from 4.0% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.2%, compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 8% per year.Reported Earnings • May 11Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥382 (down from JP¥389 in FY 2021). Revenue: JP¥553.8b (up 3.7% from FY 2021). Net income: JP¥22.6b (down 3.8% from FY 2021). Profit margin: 4.1% (down from 4.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.2%. Over the next year, revenue is forecast to grow 3.4%, compared to a 23% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 8 non-independent directors. Independent External Director Makoto Ogawa was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).Reported Earnings • Jan 30Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥85.25 (down from JP¥121 in 3Q 2021). Revenue: JP¥137.8b (up 5.1% from 3Q 2021). Net income: JP¥5.00b (down 32% from 3Q 2021). Profit margin: 3.6% (down from 5.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 5.0%, compared to a 18% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year.Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥109 (vs JP¥103 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥136.8b (up 3.6% from 2Q 2021). Net income: JP¥6.49b (up 3.7% from 2Q 2021). Profit margin: 4.7% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 3% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥91.86 (vs JP¥78.76 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: JP¥136.9b (flat on 1Q 2021). Net income: JP¥5.53b (up 16% from 1Q 2021). Profit margin: 4.0% (up from 3.5% in 1Q 2021). 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 6% per year, which means it is significantly lagging earnings.Price Target Changed • May 27Price target increased to JP¥5,787Up from JP¥5,400, the current price target is an average from 6 analysts. New target price is 21% above last closing price of JP¥4,790. Stock is up 9.0% over the past year.Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥389 (vs JP¥423 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥533.9b (down 6.2% from FY 2020). Net income: JP¥23.5b (down 8.1% from FY 2020). Profit margin: 4.4% (down from 4.5% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).Is New 90 Day High Low • Mar 01New 90-day high: JP¥4,550The company is up 15% from its price of JP¥3,940 on 01 December 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥5,672 per share.Reported Earnings • Feb 20Third quarter 2021 earnings released: EPS JP¥121 (vs JP¥109 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥131.1b (down 7.8% from 3Q 2020). Net income: JP¥7.34b (up 11% from 3Q 2020). Profit margin: 5.6% (up from 4.7% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Feb 20Revenue and earnings miss expectationsRevenue missed analyst estimates by 6.0%. Earnings per share (EPS) also missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 2.6%, compared to a 15% growth forecast for the Transportation industry in Japan.Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥4,470, the stock is trading at a trailing P/E ratio of 11x, up from the previous P/E ratio of 9.5x. This compares to an average P/E of 13x in the Transportation industry in Japan. Total return to shareholders over the past three years is a loss of 7.3%.Is New 90 Day High Low • Feb 05New 90-day high: JP¥4,310The company is up 9.0% from its price of JP¥3,955 on 06 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥5,993 per share.Reported Earnings • Feb 02Third quarter 2021 earnings released: EPS JP¥121 (vs JP¥109 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥131.1b (down 7.8% from 3Q 2020). Net income: JP¥7.34b (up 11% from 3Q 2020). Profit margin: 5.6% (up from 4.7% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.매출 및 비용 세부 내역Sankyu가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:9065 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Mar 26631,57331,50533,128031 Dec 25623,48832,06832,076030 Sep 25623,23231,02328,703030 Jun 25617,72531,39030,151031 Mar 25606,79130,74726,875031 Dec 24597,30928,12926,281030 Sep 24585,47026,15025,366030 Jun 24569,05224,24824,576031 Mar 24563,54724,37923,965031 Dec 23564,58923,37023,428030 Sep 23567,10822,53823,252030 Jun 23575,02424,68122,973031 Mar 23579,22624,95922,565031 Dec 22578,92125,73422,477030 Sep 22569,46824,49621,767030 Jun 22558,65023,16521,181031 Mar 22553,83122,63620,742031 Dec 21544,68022,19620,740030 Sep 21537,97624,53920,002030 Jun 21533,28424,30819,339031 Mar 21533,87023,54018,854031 Dec 20543,08824,63818,501030 Sep 20554,14623,91218,703030 Jun 20565,86624,02218,941031 Mar 20569,46125,61918,929031 Dec 19571,87226,13118,643030 Sep 19571,32126,94218,869030 Jun 19571,85127,00718,787031 Mar 19572,51627,47018,622031 Dec 18565,55124,29618,723030 Sep 18558,58522,81518,051030 Jun 18546,27421,04917,782031 Mar 18531,95619,40217,739031 Dec 17521,82819,65317,025030 Sep 17515,05319,19316,954030 Jun 17511,97519,26016,754031 Mar 17510,02718,20816,760031 Dec 16512,12018,50116,804030 Sep 16505,41016,07516,581030 Jun 16497,33114,91716,386031 Mar 16489,44112,91116,030031 Dec 15486,51011,80515,896030 Sep 15483,87311,72115,575030 Jun 15483,58510,44915,2200양질의 수익: 9065는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 9065의 현재 순 이익률 (5%)은 지난해 (5.1%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 9065의 수익은 지난 5년 동안 연평균 6.8% 증가했습니다.성장 가속화: 지난 1년간 9065 의 수익 증가율(2.5%)은 5년 평균(연간 6.8%)보다 낮습니다.수익 대 산업: 9065의 지난 1년 수익 증가율(2.5%)은 Logistics 업계 평균(4.2%)을 능가하지 못했습니다.자기자본이익률높은 ROE: 9065의 자본 수익률(10.3%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTransportation 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/20 10:19종가2026/06/19 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 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 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 소스Sankyu Inc.는 12명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Ryota HimenoBarclaysYasuhito TsuchiyaBofA Global ResearchRyota HimenoCitigroup Inc9명의 분석가 더 보기
공시 • May 30Sankyu Inc. to Report Q1, 2027 Results on Jul 31, 2026Sankyu Inc. announced that they will report Q1, 2027 results on Jul 31, 2026
Reported Earnings • May 16Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥614 (up from JP¥571 in FY 2025). Revenue: JP¥631.6b (up 4.1% from FY 2025). Net income: JP¥31.5b (up 2.5% from FY 2025). Profit margin: 5.0% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.6%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 22% per year.
공시 • May 09Sankyu Inc. to Report Fiscal Year 2026 Results on May 14, 2026Sankyu Inc. announced that they will report fiscal year 2026 results on May 14, 2026
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥198 (vs JP¥170 in 3Q 2025)Third quarter 2026 results: EPS: JP¥198 (up from JP¥170 in 3Q 2025). Revenue: JP¥156.8b (flat on 3Q 2025). Net income: JP¥10.1b (up 12% from 3Q 2025). Profit margin: 6.4% (up from 5.8% in 3Q 2025). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Dec 02Sankyu Inc. to Report Q3, 2026 Results on Jan 30, 2026Sankyu Inc. announced that they will report Q3, 2026 results on Jan 30, 2026
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥140 (vs JP¥140 in 2Q 2025)Second quarter 2026 results: EPS: JP¥140 (down from JP¥140 in 2Q 2025). Revenue: JP¥161.6b (up 3.5% from 2Q 2025). Net income: JP¥7.21b (down 4.8% from 2Q 2025). Profit margin: 4.5% (down from 4.9% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 18% per year.
Buy Or Sell Opportunity • Jun 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to JP¥8,517. The fair value is estimated to be JP¥10,651, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.
공시 • May 30Sankyu Inc. to Report Q1, 2027 Results on Jul 31, 2026Sankyu Inc. announced that they will report Q1, 2027 results on Jul 31, 2026
분석 기사 • May 18Sankyu Inc. (TSE:9065) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearIt's been a good week for Sankyu Inc. ( TSE:9065 ) shareholders, because the company has just released its latest...
Reported Earnings • May 16Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥614 (up from JP¥571 in FY 2025). Revenue: JP¥631.6b (up 4.1% from FY 2025). Net income: JP¥31.5b (up 2.5% from FY 2025). Profit margin: 5.0% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.6%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 22% per year.
공시 • May 15+ 1 more updateSankyu Inc., Annual General Meeting, Jun 25, 2026Sankyu Inc., Annual General Meeting, Jun 25, 2026.
속보 • May 15Sankyu Unveils Stock Split and Expanded Share Authorization With Higher Dividend ProposalSankyu plans a 5-for-1 stock split of its common shares effective October 1, 2026, while increasing authorized shares from 200 million to 1 billion to allow more flexibility for future equity measures. For the year ended March 31, 2026, Sankyu reported higher sales and net profit and plans to raise its year-end dividend to ¥128 per share, bringing total annual dividends to ¥246 per share, subject to shareholder approval. The company has revised its Vision 2030 roadmap and Medium-Term Management Plan 2026, resetting financial and non-financial targets and aiming to expand its consolidated investment scope through new partnerships. These moves indicate a company that is actively refining its long-term plan, adjusting its capital structure and returning more cash to shareholders, while maintaining flexibility for future investments. Investors may want to pay close attention to how the share split, dividend policy and expanded authorized share count interact over time, particularly in relation to potential dilution risk and the execution of the updated Vision 2030 targets.
공시 • May 09Sankyu Inc. to Report Fiscal Year 2026 Results on May 14, 2026Sankyu Inc. announced that they will report fiscal year 2026 results on May 14, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥118 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%).
Buy Or Sell Opportunity • Feb 20Now 20% undervaluedOver the last 90 days, the stock has risen 14% to JP¥9,790. The fair value is estimated to be JP¥12,260, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥198 (vs JP¥170 in 3Q 2025)Third quarter 2026 results: EPS: JP¥198 (up from JP¥170 in 3Q 2025). Revenue: JP¥156.8b (flat on 3Q 2025). Net income: JP¥10.1b (up 12% from 3Q 2025). Profit margin: 6.4% (up from 5.8% in 3Q 2025). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jan 30Sankyu (TSE:9065) Is Due To Pay A Dividend Of ¥118.00Sankyu Inc. ( TSE:9065 ) has announced that it will pay a dividend of ¥118.00 per share on the 29th of June. However...
공시 • Jan 30Sankyu Inc. Provides Year End Dividend Guidance for the Fiscal Year Ending March 31, 2026Sankyu Inc. provided year end dividend guidance for the Fiscal year ending March 31, 2026. For the period, the company expects year end dividend of JPY 118.00 per share against JPY 130.00 per share paid last year.
분석 기사 • Dec 30Here's Why Sankyu (TSE:9065) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Dec 12Here's Why We Think Sankyu (TSE:9065) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Declared Dividend • Dec 09First half dividend of JP¥118 announcedShareholders will receive a dividend of JP¥118. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Dec 02Sankyu Inc. to Report Q3, 2026 Results on Jan 30, 2026Sankyu Inc. announced that they will report Q3, 2026 results on Jan 30, 2026
분석 기사 • Nov 25Returns On Capital At Sankyu (TSE:9065) Have Hit The BrakesIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥140 (vs JP¥140 in 2Q 2025)Second quarter 2026 results: EPS: JP¥140 (down from JP¥140 in 2Q 2025). Revenue: JP¥161.6b (up 3.5% from 2Q 2025). Net income: JP¥7.21b (down 4.8% from 2Q 2025). Profit margin: 4.5% (down from 4.9% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 18% per year.
분석 기사 • Oct 29A Look At The Intrinsic Value Of Sankyu Inc. (TSE:9065)Key Insights Sankyu's estimated fair value is JP¥8,449 based on 2 Stage Free Cash Flow to Equity Current share price of...
분석 기사 • Oct 09Sankyu Inc.'s (TSE:9065) Share Price Not Quite Adding UpIt's not a stretch to say that Sankyu Inc.'s ( TSE:9065 ) price-to-earnings (or "P/E") ratio of 13.3x right now seems...
Upcoming Dividend • Sep 22Upcoming dividend of JP¥116 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).
분석 기사 • Sep 03Sankyu (TSE:9065) Will Pay A Dividend Of ¥116.00The board of Sankyu Inc. ( TSE:9065 ) has announced that it will pay a dividend of ¥116.00 per share on the 5th of...
공시 • Sep 03Sankyu Inc. to Report Q2, 2026 Results on Oct 31, 2025Sankyu Inc. announced that they will report Q2, 2026 results on Oct 31, 2025
Price Target Changed • Aug 21Price target increased by 9.6% to JP¥9,167Up from JP¥8,367, the current price target is an average from 6 analysts. New target price is 9.7% above last closing price of JP¥8,359. Stock is up 84% over the past year. The company is forecast to post earnings per share of JP¥589 for next year compared to JP¥571 last year.
Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥120 (vs JP¥102 in 1Q 2025)First quarter 2026 results: EPS: JP¥120 (up from JP¥102 in 1Q 2025). Revenue: JP¥154.0b (up 7.6% from 1Q 2025). Net income: JP¥6.30b (up 11% from 1Q 2025). Profit margin: 4.1% (up from 4.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jul 25Sankyu (TSE:9065) Is Due To Pay A Dividend Of ¥116.00The board of Sankyu Inc. ( TSE:9065 ) has announced that it will pay a dividend of ¥116.00 per share on the 5th of...
분석 기사 • Jul 24Do Sankyu's (TSE:9065) Earnings Warrant Your Attention?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 • Jul 10Sankyu's (TSE:9065) Dividend Will Be ¥116.00The board of Sankyu Inc. ( TSE:9065 ) has announced that it will pay a dividend of ¥116.00 per share on the 5th of...
Declared Dividend • Jul 09Final dividend increased to JP¥116Dividend of JP¥116 is 14% higher than last year. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Jul 08Sankyu (TSE:9065) Could Be Struggling To Allocate CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
공시 • Jun 29Sankyu Inc. to Report Q1, 2026 Results on Jul 31, 2025Sankyu Inc. announced that they will report Q1, 2026 results on Jul 31, 2025
분석 기사 • Jun 17Is Sankyu (TSE:9065) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Price Target Changed • Jun 12Price target increased by 7.0% to JP¥7,850Up from JP¥7,333, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥7,491. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥589 for next year compared to JP¥571 last year.
분석 기사 • May 14Sankyu Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearIt's been a good week for Sankyu Inc. ( TSE:9065 ) shareholders, because the company has just released its latest...
공시 • May 13Sankyu Inc. (TSE:9065) announces an Equity Buyback for 5,000,000 shares, representing 9.52% for ¥20,000 million.Sankyu Inc. (TSE:9065) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 9.52% of its total shares outstanding (excluding treasury shares), for a total of ¥20,000 million. The purpose of repurchase program is to enhance corporate value through the optimization of capital structure and strengthening of shareholder returns. The repurchase program is valid till February 27, 2026. As of April 30, 2025, the company had 52,541,459 shares outstanding (excluding treasury shares) and 2,928,798 shares in treasury.
Reported Earnings • May 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥571 (up from JP¥429 in FY 2024). Revenue: JP¥606.8b (up 7.7% from FY 2024). Net income: JP¥30.7b (up 26% from FY 2024). Profit margin: 5.1% (up from 4.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.8%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 12+ 3 more updatesSankyu Inc., Annual General Meeting, Jun 26, 2025Sankyu Inc., Annual General Meeting, Jun 26, 2025.
분석 기사 • May 09Sankyu Inc.'s (TSE:9065) Shares May Have Run Too Fast Too SoonIt's not a stretch to say that Sankyu Inc.'s ( TSE:9065 ) price-to-earnings (or "P/E") ratio of 12.2x right now seems...
분석 기사 • Apr 08A Look At The Fair Value Of Sankyu Inc. (TSE:9065)Key Insights Using the 2 Stage Free Cash Flow to Equity, Sankyu fair value estimate is JP¥6,900 Sankyu's JP¥5,645 share...
Price Target Changed • Mar 25Price target increased by 7.1% to JP¥6,917Up from JP¥6,460, the current price target is an average from 6 analysts. New target price is 8.5% above last closing price of JP¥6,374. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥535 for next year compared to JP¥429 last year.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥102 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 37% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.9%).
분석 기사 • Mar 14Capital Allocation Trends At Sankyu (TSE:9065) Aren't IdealIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
공시 • Mar 01Sankyu Inc. to Report Fiscal Year 2025 Results on May 12, 2025Sankyu Inc. announced that they will report fiscal year 2025 results on May 12, 2025
Reported Earnings • Feb 01Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥170 (up from JP¥126 in 3Q 2024). Revenue: JP¥156.6b (up 8.2% from 3Q 2024). Net income: JP¥9.05b (up 28% from 3Q 2024). Profit margin: 5.8% (up from 4.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) also surpassed analyst estimates by 34%. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 10% per year.
분석 기사 • Jan 14There's No Escaping Sankyu Inc.'s (TSE:9065) Muted EarningsWith a price-to-earnings (or "P/E") ratio of 10.9x Sankyu Inc. ( TSE:9065 ) may be sending bullish signals at the...
분석 기사 • Dec 12Sankyu's (TSE:9065) Returns On Capital Not Reflecting Well On The BusinessWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
공시 • Dec 04Sankyu Inc. to Report Q3, 2025 Results on Jan 31, 2025Sankyu Inc. announced that they will report Q3, 2025 results on Jan 31, 2025
Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥140 (vs JP¥99.03 in 2Q 2024)Second quarter 2025 results: EPS: JP¥140 (up from JP¥99.03 in 2Q 2024). Revenue: JP¥156.1b (up 12% from 2Q 2024). Net income: JP¥7.58b (up 34% from 2Q 2024). Profit margin: 4.9% (up from 4.1% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.1% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.
분석 기사 • Oct 24Estimating The Fair Value Of Sankyu Inc. (TSE:9065)Key Insights Using the 2 Stage Free Cash Flow to Equity, Sankyu fair value estimate is JP¥4,876 Sankyu's JP¥4,707 share...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 3.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.2%).
공시 • Aug 28Sankyu Inc. to Report Q2, 2025 Results on Oct 31, 2024Sankyu Inc. announced that they will report Q2, 2025 results on Oct 31, 2024
분석 기사 • Aug 18Sankyu (TSE:9065) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Buy Or Sell Opportunity • Aug 15Now 20% overvaluedOver the last 90 days, the stock has fallen 20% to JP¥4,349. The fair value is estimated to be JP¥3,610, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 2.7%. Revenue is forecast to grow by 4.5% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥4,218, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Logistics industry in Japan. Total loss to shareholders of 6.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,606 per share.
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥102 (vs JP¥99.34 in 1Q 2024)First quarter 2025 results: EPS: JP¥102. Revenue: JP¥143.0b (up 4.0% from 1Q 2024). Net income: JP¥5.65b (down 2.3% from 1Q 2024). Profit margin: 4.0% (down from 4.2% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan.
분석 기사 • Jul 30Market Still Lacking Some Conviction On Sankyu Inc. (TSE:9065)When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider Sankyu...
분석 기사 • Jun 03Sankyu (TSE:9065) Might Be Having Difficulty Using Its Capital EffectivelyFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • May 16Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥429. Revenue: JP¥563.5b (down 2.7% from FY 2023). Net income: JP¥24.4b (down 2.3% from FY 2023). Profit margin: 4.3% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 1.5% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Logistics industry in Japan.
공시 • May 15Sankyu Inc. (TSE:9065) announces an Equity Buyback for 3,750,000 shares, representing 6.76% for ¥15,000 million.Sankyu Inc. (TSE:9065) announces a share repurchase program. Under the program, the company will repurchase up to 3,750,000 shares, representing 6.76% of its total shares outstanding (excluding treasury shares), for a total of ¥15,000 million. The purpose of repurchase program is increasing return of profits to shareholders and improving corporate value. The repurchase program is valid till February 28, 2025. As of April 30, 2024, the company had 55,484,475 shares outstanding (excluding treasury shares) and 3,088,294 shares in treasury.
분석 기사 • Apr 15An Intrinsic Calculation For Sankyu Inc. (TSE:9065) Suggests It's 38% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, Sankyu fair value estimate is JP¥8,589 Current share price of...
공시 • Mar 28Sankyu Inc. to Report Fiscal Year 2024 Results on May 13, 2024Sankyu Inc. announced that they will report fiscal year 2024 results on May 13, 2024
공시 • Mar 27Sankyu Inc., Annual General Meeting, Jun 26, 2024Sankyu Inc., Annual General Meeting, Jun 26, 2024. Agenda: To approve the amendment to the Articles of Incorporation; and to transact such other business matters.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥84.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 58% but the company is paying out more than the cash it is generating. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.9%).
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥126 (vs JP¥107 in 3Q 2023)Third quarter 2024 results: EPS: JP¥126 (up from JP¥107 in 3Q 2023). Revenue: JP¥144.7b (down 1.7% from 3Q 2023). Net income: JP¥7.07b (up 13% from 3Q 2023). Profit margin: 4.9% (up from 4.2% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Nov 27Sankyu Inc. to Report Q3, 2024 Results on Jan 30, 2024Sankyu Inc. announced that they will report Q3, 2024 results on Jan 30, 2024
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥99.03 (vs JP¥134 in 2Q 2023)Second quarter 2024 results: EPS: JP¥99.03 (down from JP¥134 in 2Q 2023). Revenue: JP¥139.7b (down 5.4% from 2Q 2023). Net income: JP¥5.68b (down 27% from 2Q 2023). Profit margin: 4.1% (down from 5.3% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Logistics industry in Japan. 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 7% per year.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥84.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.6%).
공시 • Aug 30Sankyu Inc. to Report Q2, 2024 Results on Oct 31, 2023Sankyu Inc. announced that they will report Q2, 2024 results on Oct 31, 2023
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥99.34 (vs JP¥104 in 1Q 2023)First quarter 2024 results: EPS: JP¥99.34 (down from JP¥104 in 1Q 2023). Revenue: JP¥137.5b (down 3.0% from 1Q 2023). Net income: JP¥5.78b (down 4.6% from 1Q 2023). Profit margin: 4.2% (in line with 1Q 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.
공시 • May 13Sankyu Inc., Annual General Meeting, Jun 23, 2023Sankyu Inc., Annual General Meeting, Jun 23, 2023.
Reported Earnings • May 12Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥427 (up from JP¥382 in FY 2022). Revenue: JP¥579.2b (up 4.6% from FY 2022). Net income: JP¥25.0b (up 10% from FY 2022). Profit margin: 4.3% (up from 4.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.4%. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 1.2% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 11Sankyu Inc. (TSE:9065) announces an Equity Buyback for 3,750,000 shares, representing 6.41% for ¥15,000 million.Sankyu Inc. (TSE:9065) announces a share repurchase program. Under the program, the company will repurchase up to 3,750,000 shares, representing 6.41% of its total shares outstanding (excluding treasury shares), for a total of ¥15,000 million. The purpose of repurchase program is to expand the profit returns to shareholders and improve corporate value. The repurchase program is valid till May 10, 2024. As of March 31, 2023, the company had 58,495,025 shares outstanding (excluding treasury shares) and 3,262,953 shares in treasury.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥70.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%).
Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: JP¥107 (vs JP¥85.26 in 3Q 2022)Third quarter 2023 results: EPS: JP¥107 (up from JP¥85.26 in 3Q 2022). Revenue: JP¥147.3b (up 6.9% from 3Q 2022). Net income: JP¥6.24b (up 25% from 3Q 2022). Profit margin: 4.2% (up from 3.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.
공시 • Nov 27Sankyu Inc. to Report Q3, 2023 Results on Jan 30, 2023Sankyu Inc. announced that they will report Q3, 2023 results on Jan 30, 2023
Reported Earnings • Nov 17Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: JP¥147.6b (up 7.9% from 2Q 2022). Net income: JP¥7.82b (up 21% from 2Q 2022). Profit margin: 5.3% (up from 4.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Transportation industry in Japan.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 8 highly experienced directors. 1 independent director (8 non-independent directors). Independent External Director Makoto Ogawa was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥134 (vs JP¥109 in 2Q 2022)Second quarter 2023 results: EPS: JP¥134 (up from JP¥109 in 2Q 2022). Revenue: JP¥147.6b (up 7.9% from 2Q 2022). Net income: JP¥7.82b (up 21% from 2Q 2022). Profit margin: 5.3% (up from 4.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 6% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥104 (vs JP¥91.86 in 1Q 2022)First quarter 2023 results: EPS: JP¥104 (up from JP¥91.86 in 1Q 2022). Revenue: JP¥141.7b (up 3.5% from 1Q 2022). Net income: JP¥6.06b (up 9.6% from 1Q 2022). Profit margin: 4.3% (up from 4.0% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.2%, compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 8% per year.
Reported Earnings • May 11Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥382 (down from JP¥389 in FY 2021). Revenue: JP¥553.8b (up 3.7% from FY 2021). Net income: JP¥22.6b (down 3.8% from FY 2021). Profit margin: 4.1% (down from 4.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.2%. Over the next year, revenue is forecast to grow 3.4%, compared to a 23% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 8 non-independent directors. Independent External Director Makoto Ogawa was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
Reported Earnings • Jan 30Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥85.25 (down from JP¥121 in 3Q 2021). Revenue: JP¥137.8b (up 5.1% from 3Q 2021). Net income: JP¥5.00b (down 32% from 3Q 2021). Profit margin: 3.6% (down from 5.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 5.0%, compared to a 18% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year.
Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥109 (vs JP¥103 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥136.8b (up 3.6% from 2Q 2021). Net income: JP¥6.49b (up 3.7% from 2Q 2021). Profit margin: 4.7% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 3% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).
Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥91.86 (vs JP¥78.76 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: JP¥136.9b (flat on 1Q 2021). Net income: JP¥5.53b (up 16% from 1Q 2021). Profit margin: 4.0% (up from 3.5% in 1Q 2021). 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 6% per year, which means it is significantly lagging earnings.
Price Target Changed • May 27Price target increased to JP¥5,787Up from JP¥5,400, the current price target is an average from 6 analysts. New target price is 21% above last closing price of JP¥4,790. Stock is up 9.0% over the past year.
Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥389 (vs JP¥423 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥533.9b (down 6.2% from FY 2020). Net income: JP¥23.5b (down 8.1% from FY 2020). Profit margin: 4.4% (down from 4.5% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).
Is New 90 Day High Low • Mar 01New 90-day high: JP¥4,550The company is up 15% from its price of JP¥3,940 on 01 December 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥5,672 per share.
Reported Earnings • Feb 20Third quarter 2021 earnings released: EPS JP¥121 (vs JP¥109 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥131.1b (down 7.8% from 3Q 2020). Net income: JP¥7.34b (up 11% from 3Q 2020). Profit margin: 5.6% (up from 4.7% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Feb 20Revenue and earnings miss expectationsRevenue missed analyst estimates by 6.0%. Earnings per share (EPS) also missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 2.6%, compared to a 15% growth forecast for the Transportation industry in Japan.
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥4,470, the stock is trading at a trailing P/E ratio of 11x, up from the previous P/E ratio of 9.5x. This compares to an average P/E of 13x in the Transportation industry in Japan. Total return to shareholders over the past three years is a loss of 7.3%.
Is New 90 Day High Low • Feb 05New 90-day high: JP¥4,310The company is up 9.0% from its price of JP¥3,955 on 06 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥5,993 per share.
Reported Earnings • Feb 02Third quarter 2021 earnings released: EPS JP¥121 (vs JP¥109 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥131.1b (down 7.8% from 3Q 2020). Net income: JP¥7.34b (up 11% from 3Q 2020). Profit margin: 5.6% (up from 4.7% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.