View ValuationFukuyama Transporting 향후 성장Future 기준 점검 0/6Fukuyama Transporting 의 수익은 연간 1.8% 감소할 것으로 예상되는 반면, 연간 수익은 3.3% 로 증가할 것으로 예상됩니다. EPS는 연간 1.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 4.4% 로 예상됩니다.핵심 정보-1.8%이익 성장률1.18%EPS 성장률Transportation 이익 성장2.3%매출 성장률3.3%향후 자기자본이익률4.40%애널리스트 커버리지Low마지막 업데이트22 May 2026최근 향후 성장 업데이트Major Estimate Revision • Feb 17Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥310 to JP¥342. Revenue forecast steady at JP¥314.6b. Net income forecast to shrink 6.6% next year vs 1.8% growth forecast for Transportation industry in Japan . Consensus price target up from JP¥3,690 to JP¥4,320. Share price rose 11% to JP¥5,280 over the past week.Price Target Changed • Feb 11Price target increased by 17% to JP¥4,320Up from JP¥3,690, the current price target is an average from 4 analysts. New target price is 9.1% below last closing price of JP¥4,755. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥342 for next year compared to JP¥218 last year.분석 기사 • May 15Earnings Beat: Fukuyama Transporting Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsFukuyama Transporting Co., Ltd. ( TSE:9075 ) shareholders are probably feeling a little disappointed, since its shares...Major Estimate Revision • May 14Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥253 to JP¥290. Revenue forecast steady at JP¥312.0b. Net income forecast to grow 1.9% next year vs 3.2% growth forecast for Transportation industry in Japan. Consensus price target up from JP¥3,485 to JP¥3,590. Share price fell 5.1% to JP¥3,420 over the past week.분석 기사 • Feb 16Fukuyama Transporting Co., Ltd. (TSE:9075) Third-Quarter Results: Here's What Analysts Are Forecasting For Next YearFukuyama Transporting Co., Ltd. ( TSE:9075 ) came out with its third-quarter results last week, and we wanted to see...분석 기사 • Nov 15Analysts Have Made A Financial Statement On Fukuyama Transporting Co., Ltd.'s (TSE:9075) Half-Yearly ReportLast week, you might have seen that Fukuyama Transporting Co., Ltd. ( TSE:9075 ) released its interim result to the...모든 업데이트 보기Recent updates속보 • May 15Fukuyama Transporting Extends Defense Plan to 2029 With Higher Profits and Dividend OutlookFukuyama Transporting plans to extend its takeover defense plan through 2029, subject to shareholder approval, with auditors supporting the move. The company frames the defense plan as a way to secure time and information for shareholders and to negotiate constructively with any potential acquirers. Fukuyama Transporting reported stronger revenue and sharply higher profits in FY2026, supporting a higher annual dividend and guiding to further profit growth and a dividend increase in FY2027. The combination of an extended takeover defense plan and improving earnings with a rising dividend indicates that management is prioritising both continuity of control and direct cash returns to shareholders. It may be useful to monitor how shareholders respond to the defense extension at upcoming meetings and whether future profit and dividend outcomes align with the current outlook.공시 • May 14Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 25, 2026Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 25, 2026.공시 • May 09Fukuyama Transporting Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Fukuyama Transporting Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 02 June 2026. Payout ratio is a comfortable 21% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.9%).Major Estimate Revision • Feb 17Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥310 to JP¥342. Revenue forecast steady at JP¥314.6b. Net income forecast to shrink 6.6% next year vs 1.8% growth forecast for Transportation industry in Japan . Consensus price target up from JP¥3,690 to JP¥4,320. Share price rose 11% to JP¥5,280 over the past week.Price Target Changed • Feb 11Price target increased by 17% to JP¥4,320Up from JP¥3,690, the current price target is an average from 4 analysts. New target price is 9.1% below last closing price of JP¥4,755. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥342 for next year compared to JP¥218 last year.Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥303 (vs JP¥105 in 3Q 2025)Third quarter 2026 results: EPS: JP¥303 (up from JP¥105 in 3Q 2025). Revenue: JP¥85.9b (up 4.8% from 3Q 2025). Net income: JP¥11.2b (up 167% from 3Q 2025). Profit margin: 13% (up from 5.1% in 3Q 2025). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.분석 기사 • Feb 10Fukuyama Transporting (TSE:9075) Is Due To Pay A Dividend Of ¥38.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) will pay a dividend of ¥38.00 on the 2nd of June. This makes the dividend...공시 • Feb 10Fukuyama Transporting Co., Ltd. (TSE:9075) announces an Equity Buyback for 1,000,000 shares, representing 2.72% for ¥6,000 million.Fukuyama Transporting Co., Ltd. (TSE:9075) announces an share repurchase program. Under the program, the company will repurchase 1,000,000 shares, representing 2.72% of its issued share capital, for ¥6,000 million. The purpose of the program is to improve capital efficiency and return to shareholders by implementing a flexible capital policy in response to changes in the corporate environment. Repurchased shares will be cancelled. The program is valid till June 30, 2026. As of January 31, 2026, the company had 36,796,974 shares in issue (excluding treasury stock) and 3,973,389 shares in treasury.분석 기사 • Jan 09Does Fukuyama Transporting (TSE:9075) Have A Healthy Balance Sheet?David 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 17Fukuyama Transporting (TSE:9075) Has Announced A Dividend Of ¥38.00Fukuyama Transporting Co., Ltd.'s ( TSE:9075 ) investors are due to receive a payment of ¥38.00 per share on 2nd of...공시 • Dec 16Fukuyama Transporting Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Fukuyama Transporting Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026분석 기사 • Dec 03Fukuyama Transporting's (TSE:9075) Dividend Will Be ¥38.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) will pay a dividend of ¥38.00 on the 2nd of June. This will take the...Declared Dividend • Dec 03First half dividend of JP¥38.00 announcedShareholders will receive a dividend of JP¥38.00. Ex-date: 30th March 2026 Payment date: 2nd June 2026 Dividend yield will be 1.9%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by earnings (21% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.3% 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 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Nov 20Fukuyama Transporting's (TSE:9075) Anemic Earnings Might Be Worse Than You ThinkA lackluster earnings announcement from Fukuyama Transporting Co., Ltd. ( TSE:9075 ) last week didn't sink the stock...분석 기사 • Nov 19Shareholders Should Be Pleased With Fukuyama Transporting Co., Ltd.'s (TSE:9075) PriceWith a price-to-earnings (or "P/E") ratio of 22.9x Fukuyama Transporting Co., Ltd. ( TSE:9075 ) may be sending very...Reported Earnings • Nov 13Second quarter 2026 earnings released: EPS: JP¥8.73 (vs JP¥45.79 in 2Q 2025)Second quarter 2026 results: EPS: JP¥8.73 (down from JP¥45.79 in 2Q 2025). Revenue: JP¥76.1b (up 4.2% from 2Q 2025). Net income: JP¥323.0m (down 83% from 2Q 2025). Profit margin: 0.4% (down from 2.5% in 2Q 2025). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.분석 기사 • Sep 25Fukuyama Transporting (TSE:9075) Will Pay A Larger Dividend Than Last Year At ¥38.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) has announced that it will be increasing its dividend from last year's...공시 • Sep 19Fukuyama Transporting Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Fukuyama Transporting Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025분석 기사 • Sep 11Fukuyama Transporting's (TSE:9075) Upcoming Dividend Will Be Larger Than Last Year'sFukuyama Transporting Co., Ltd. ( TSE:9075 ) will increase its dividend from last year's comparable payment on the 3rd...분석 기사 • Aug 28Fukuyama Transporting (TSE:9075) Is Paying Out A Larger Dividend Than Last YearFukuyama Transporting Co., Ltd. ( TSE:9075 ) will increase its dividend from last year's comparable payment on the 3rd...분석 기사 • Aug 11Fukuyama Transporting's (TSE:9075) Dividend Will Be Increased To ¥38.00Fukuyama Transporting Co., Ltd.'s ( TSE:9075 ) dividend will be increasing from last year's payment of the same period...Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥71.11 (vs JP¥89.18 in 1Q 2025)First quarter 2026 results: EPS: JP¥71.11 (down from JP¥89.18 in 1Q 2025). Revenue: JP¥77.5b (up 5.0% from 1Q 2025). Net income: JP¥2.72b (down 25% from 1Q 2025). Profit margin: 3.5% (down from 4.9% in 1Q 2025). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.분석 기사 • Jul 28Fukuyama Transporting (TSE:9075) Will Pay A Larger Dividend Than Last Year At ¥38.00The board of Fukuyama Transporting Co., Ltd. ( TSE:9075 ) has announced that it will be paying its dividend of ¥38.00...분석 기사 • Jul 14Fukuyama Transporting (TSE:9075) Will Pay A Larger Dividend Than Last Year At ¥38.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) has announced that it will be increasing its dividend from last year's...Declared Dividend • Jul 09Final dividend of JP¥38.00 announcedShareholders will receive a dividend of JP¥38.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.3% 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 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jun 27Fukuyama Transporting Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Fukuyama Transporting Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • Jun 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥218 (up from JP¥194 in FY 2024). Revenue: JP¥302.5b (up 5.2% from FY 2024). Net income: JP¥8.75b (up 12% from FY 2024). Profit margin: 2.9% (up from 2.7% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.6%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.분석 기사 • May 21Fukuyama Transporting's (TSE:9075) Earnings Are Of Questionable QualityDespite announcing strong earnings, Fukuyama Transporting Co., Ltd.'s ( TSE:9075 ) stock was sluggish. Our analysis...분석 기사 • May 15Earnings Beat: Fukuyama Transporting Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsFukuyama Transporting Co., Ltd. ( TSE:9075 ) shareholders are probably feeling a little disappointed, since its shares...Reported Earnings • May 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥218 (up from JP¥194 in FY 2024). Revenue: JP¥302.5b (up 5.2% from FY 2024). Net income: JP¥8.75b (up 12% from FY 2024). Profit margin: 2.9% (up from 2.7% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.6%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Major Estimate Revision • May 14Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥253 to JP¥290. Revenue forecast steady at JP¥312.0b. Net income forecast to grow 1.9% next year vs 3.2% growth forecast for Transportation industry in Japan. Consensus price target up from JP¥3,485 to JP¥3,590. Share price fell 5.1% to JP¥3,420 over the past week.공시 • May 13Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 24, 2025Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 24, 2025.공시 • Apr 09Fukuyama Transporting Co., Ltd. (TSE:9075) agreed to acquire 60% stake in Renown Transport Co.,ltd.Fukuyama Transporting Co., Ltd. (TSE:9075) agreed to acquire 60% stake in Renown Transport Co.,ltd. on March 22, 2025. For the financial year 2024 Renown Transport Co.,ltd. reported total revenue of ¥5.11 billion.Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 03 June 2025. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.7%).공시 • Mar 18Fukuyama Transporting Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Fukuyama Transporting Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025분석 기사 • Feb 16Fukuyama Transporting Co., Ltd. (TSE:9075) Third-Quarter Results: Here's What Analysts Are Forecasting For Next YearFukuyama Transporting Co., Ltd. ( TSE:9075 ) came out with its third-quarter results last week, and we wanted to see...New Risk • Feb 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 56% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥105 (vs JP¥75.68 in 3Q 2024)Third quarter 2025 results: EPS: JP¥105 (up from JP¥75.68 in 3Q 2024). Revenue: JP¥82.0b (up 6.5% from 3Q 2024). Net income: JP¥4.19b (up 37% from 3Q 2024). Profit margin: 5.1% (up from 4.0% in 3Q 2024). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.공시 • Dec 10Fukuyama Transporting Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025Fukuyama Transporting Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025Declared Dividend • Dec 04First half dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 28th March 2025 Payment date: 3rd June 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by earnings (16% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.4% 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 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Nov 20Fukuyama Transporting's (TSE:9075) Anemic Earnings Might Be Worse Than You ThinkInvestors were disappointed by Fukuyama Transporting Co., Ltd.'s ( TSE:9075 ) latest earnings release. We did some...분석 기사 • Nov 15Analysts Have Made A Financial Statement On Fukuyama Transporting Co., Ltd.'s (TSE:9075) Half-Yearly ReportLast week, you might have seen that Fukuyama Transporting Co., Ltd. ( TSE:9075 ) released its interim result to the...Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: JP¥45.79 (vs JP¥24.78 in 2Q 2024)Second quarter 2025 results: EPS: JP¥45.79 (up from JP¥24.78 in 2Q 2024). Revenue: JP¥73.1b (up 5.1% from 2Q 2024). Net income: JP¥1.85b (up 84% from 2Q 2024). Profit margin: 2.5% (up from 1.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.공시 • Nov 13+ 1 more updateFukuyama Transporting Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2025Fukuyama Transporting Co., Ltd. provided consolidated earnings guidance for the full year ending March 31, 2025. For the full year ending March 31, 2025, the company expected net sales of JPY 300,700 million, Operating profit of JPY 6,700 million, Profit attributable to owners of parent of JPY 8,000 million and Earnings per share of JPY 198.99.분석 기사 • Nov 12Investors Appear Satisfied With Fukuyama Transporting Co., Ltd.'s (TSE:9075) ProspectsWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider...분석 기사 • Sep 24Fukuyama Transporting (TSE:9075) Has Announced A Dividend Of ¥35.00The board of Fukuyama Transporting Co., Ltd. ( TSE:9075 ) has announced that it will pay a dividend on the 4th of...Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).분석 기사 • Sep 06Fukuyama Transporting (TSE:9075) Has Announced A Dividend Of ¥35.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) will pay a dividend of ¥35.00 on the 4th of December. This makes the...공시 • Sep 06Fukuyama Transporting Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Fukuyama Transporting Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024분석 기사 • Aug 10Fukuyama Transporting (TSE:9075) Has Affirmed Its Dividend Of ¥35.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) will pay a dividend of ¥35.00 on the 4th of December. This means the...공시 • Aug 10Fukuyama Transporting Co., Ltd. (TSE:9075) announces an Equity Buyback for 950,000 shares, representing 2.35% for ¥3,000 million.Fukuyama Transporting Co., Ltd. (TSE:9075) announces an share repurchase program. Under the program, the company will repurchase 950,000 shares, representing 2.35% of its issued share capital, for ¥3,000 million. The is based on the basic policy of promoting management that takes into account capital costs and stock prices. the program is valid till February 28, 2025. As of July 31, 2024, the company had 40,481,184 shares in issue (excluding treasury stock) and 289,179 shares in treasury.분석 기사 • Jul 26Fukuyama Transporting (TSE:9075) Has Announced A Dividend Of ¥35.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) has announced that it will pay a dividend of ¥35.00 per share on the 4th...분석 기사 • Jul 11Fukuyama Transporting (TSE:9075) Is Paying Out A Dividend Of ¥35.00Fukuyama Transporting Co., Ltd.'s ( TSE:9075 ) investors are due to receive a payment of ¥35.00 per share on 4th of...Declared Dividend • Jul 11Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 1.9%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jun 29Fukuyama Transporting Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Fukuyama Transporting Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024Reported Earnings • Jun 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥194 (down from JP¥514 in FY 2023). Revenue: JP¥287.6b (down 2.0% from FY 2023). Net income: JP¥7.83b (down 62% from FY 2023). Profit margin: 2.7% (down from 7.1% in FY 2023). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 2% per year.Major Estimate Revision • May 22Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥298 to JP¥262 per share. Revenue forecast steady at JP¥296.3b. Net income forecast to grow 35% next year vs 3.5% growth forecast for Transportation industry in Japan. Consensus price target up from JP¥3,813 to JP¥3,906. Share price was steady at JP¥3,825 over the past week.Reported Earnings • May 18Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥194 (down from JP¥514 in FY 2023). Revenue: JP¥287.6b (down 2.0% from FY 2023). Net income: JP¥7.83b (down 62% from FY 2023). Profit margin: 2.7% (down from 7.1% in FY 2023). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.공시 • May 17+ 4 more updatesFukuyama Transporting Co., Ltd. Provides Fiscal Year-End Dividend Guidance for the Year Ending March 31, 2025Fukuyama Transporting Co., Ltd. provided Fiscal year-end dividend guidance of JPY 35.00 per share for the Year ending March 31, 2025 compared to JPY 40.00 per share a year ago.Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.2%).분석 기사 • Mar 18Fukuyama Transporting (TSE:9075) Has Announced That It Will Be Increasing Its Dividend To ¥40.00Fukuyama Transporting Co., Ltd.'s ( TSE:9075 ) dividend will be increasing from last year's payment of the same period...공시 • Mar 17Fukuyama Transporting Co., Ltd. to Report Fiscal Year 2023 Results on May 15, 2024Fukuyama Transporting Co., Ltd. announced that they will report fiscal year 2023 results on May 15, 2024Buy Or Sell Opportunity • Mar 15Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.1% to JP¥3,725. The fair value is estimated to be JP¥4,822, however this is not to be taken as a buy 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 9.6%. Revenue is forecast to grow by 4.5% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.Major Estimate Revision • Mar 01Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥290.5b to JP¥286.9b. EPS estimate also fell from JP¥294 per share to JP¥239 per share. Net income forecast to grow 22% next year vs 7.7% growth forecast for Transportation industry in Japan. Consensus price target of JP¥3,890 unchanged from last update. Share price fell 2.8% to JP¥4,060 over the past week.공시 • Feb 13Fukuyama Transporting Co., Ltd. Provides Dividend Guidance for the Year Ending March 31, 2024Fukuyama Transporting Co., Ltd. provided dividend guidance for the year ending March 31, 2024. For the year, the company expected to pay the dividend of JPY 40.00 per share against JPY 35.00 per share a year ago.New Risk • Feb 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.2% Last year net profit margin: 7.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥75.67 (vs JP¥268 in 3Q 2023)Third quarter 2024 results: EPS: JP¥75.67 (down from JP¥268 in 3Q 2023). Revenue: JP¥77.0b (down 1.2% from 3Q 2023). Net income: JP¥3.06b (down 72% from 3Q 2023). Profit margin: 4.0% (down from 14% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Transportation 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 fallen by 2% per year, which means it is significantly lagging earnings.공시 • Dec 15Fukuyama Transporting Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Fukuyama Transporting Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024공시 • Nov 11+ 2 more updatesFukuyama Transporting Co., Ltd. Provides Dividend Guidance for the Year Ending March 31, 2024Fukuyama Transporting Co., Ltd. provided dividend guidance for the year ending March 31, 2024. For the year, the company expected to pay the dividend of JPY 40.00 per share against JPY 35.00 per share a year ago.Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥24.78 (vs JP¥77.04 in 2Q 2023)Second quarter 2024 results: EPS: JP¥24.78 (down from JP¥77.04 in 2Q 2023). Revenue: JP¥69.5b (down 3.6% from 2Q 2023). Net income: JP¥1.00b (down 68% from 2Q 2023). Profit margin: 1.4% (down from 4.3% in 2Q 2023). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Buying Opportunity • Nov 09Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 6.9%. The fair value is estimated to be JP¥4,849, however this is not to be taken as a buy 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 24%. Revenue is forecast to grow by 3.8% in 2 years. Earnings is forecast to decline by 25% in the next 2 years.Buying Opportunity • Oct 13Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥4,889, however this is not to be taken as a buy 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 24%. Revenue is forecast to grow by 4.6% in 2 years. Earnings is forecast to decline by 20% in the next 2 years.Buying Opportunity • Sep 28Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.8%. The fair value is estimated to be JP¥4,955, however this is not to be taken as a buy 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 24%. Revenue is forecast to grow by 4.6% in 2 years. Earnings is forecast to decline by 20% in the next 2 years.공시 • Sep 27Fukuyama Transporting Co., Ltd. to Report Q2, 2024 Results on Nov 08, 2023Fukuyama Transporting Co., Ltd. announced that they will report Q2, 2024 results on Nov 08, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥35.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.2%).공시 • Aug 22Fukuyama Transporting Co., Ltd. Provides Forecast of Consolidated Financial Results for the Six Months Ending September 30, 2023 and for the Full Year Ending March 31, 2024Fukuyama Transporting Co., Ltd. provided Forecast of consolidated financial results for the Six months ending September 30, 2023 and for the full year ending March 31, 2024. For the Six months, the company expected net sales of JPY 143,500 million, Operating profit of JPY 8,600 million, Profit attributable to owners of parent of JPY 6,100 million and Earnings per share of JPY 151.32.For the full year, the company expected net sales of JPY 295,600 million, Operating profit of JPY 19,300 million, Profit attributable to owners of parent of JPY 13,900 million and Earnings per share of JPY 343.68.공시 • Aug 21Fukuyama Transporting Co., Ltd. Provides Dividend Forecast for the Second Quarter and Fiscal Year-End for the Year Ending March 31, 2024Fukuyama Transporting Co., Ltd. provided dividend forecast of JPY 35.00 for the second quarter and Fiscal year-end for the Year ending March 31, 2024.Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥83.54 (vs JP¥122 in 1Q 2023)First quarter 2024 results: EPS: JP¥83.54 (down from JP¥122 in 1Q 2023). Revenue: JP¥71.7b (down 2.0% from 1Q 2023). Net income: JP¥3.38b (down 32% from 1Q 2023). Profit margin: 4.7% (down from 6.7% in 1Q 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Outside Director Yoshinori Yoshida was the last 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: Insufficient board refreshment.공시 • Jun 17Fukuyama Transporting Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Fukuyama Transporting Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023공시 • May 17Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 23, 2023Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 23, 2023.Reported Earnings • May 17Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥514 (up from JP¥395 in FY 2022). Revenue: JP¥293.4b (flat on FY 2022). Net income: JP¥20.8b (up 24% from FY 2022). Profit margin: 7.1% (up from 5.8% in FY 2022). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Buying Opportunity • May 16Now 23% undervaluedOver the last 90 days, the stock is up 4.3%. The fair value is estimated to be JP¥4,558, however this is not to be taken as a buy 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 24%. Revenue is forecast to grow by 4.1% in 2 years. Earnings is forecast to decline by 31% in the next 2 years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 01 June 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.1%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥268 (vs JP¥147 in 3Q 2022)Third quarter 2023 results: EPS: JP¥268 (up from JP¥147 in 3Q 2022). Revenue: JP¥78.0b (flat on 3Q 2022). Net income: JP¥10.8b (up 80% from 3Q 2022). Profit margin: 14% (up from 7.7% in 3Q 2022). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공시 • Feb 11+ 1 more updateFukuyama Transporting Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2023Fukuyama Transporting Co., Ltd. provided consolidated earning guidance for the full year ending March 31, 2023. For the full year, the company expects net sales of JPY 293,700 million, operating profit of JPY 21,700 million, profit attributable to owners of parent of JPY 20,800 million and earnings per share of JPY 511.93.Major Estimate Revision • Feb 10Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from JP¥462 to JP¥521. Revenue forecast steady at JP¥296.1b. Net income forecast to grow 6.7% next year vs 14% growth forecast for Transportation industry in Japan. Consensus price target of JP¥4,173 unchanged from last update. Share price rose 3.8% to JP¥3,410 over the past week.공시 • Dec 10Fukuyama Transporting Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Fukuyama Transporting Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥77.04 (vs JP¥70.18 in 2Q 2022)Second quarter 2023 results: EPS: JP¥77.04 (up from JP¥70.18 in 2Q 2022). Revenue: JP¥72.2b (up 2.6% from 2Q 2022). Net income: JP¥3.12b (up 7.4% from 2Q 2022). Profit margin: 4.3% (up from 4.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.이익 및 매출 성장 예측TSE:9075 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2029351,97513,2879,29434,85233/31/2028342,84814,1848,33430,46743/31/2027332,24716,00514,29927,98743/31/2026318,58213,6965,47327,619N/A12/31/2025313,18413,32178225,494N/A9/30/2025309,2646,330-7,57424,534N/A6/30/2025306,2157,857-13,77523,691N/A3/31/2025302,4958,748-14,43424,454N/A12/31/2024298,13810,036N/AN/AN/A9/30/2024293,1388,910-12,65222,791N/A6/30/2024289,6128,063N/AN/AN/A3/31/2024287,5637,834-7,56118,503N/A12/31/2023288,3319,336N/AN/AN/A9/30/2023289,26217,1196,38023,678N/A6/30/2023291,88119,234N/AN/AN/A3/31/2023293,35820,79114,66731,018N/A12/31/2022294,36522,082N/AN/AN/A9/30/2022294,59217,25019,06431,884N/A6/30/2022292,75917,035N/AN/AN/A3/31/2022291,26616,76315,59432,139N/A12/31/2021290,89116,243N/AN/AN/A9/30/2021289,08616,22613,99333,996N/A6/30/2021288,35516,308N/AN/AN/A3/31/2021285,51815,32014,38033,219N/A12/31/2020285,83413,603N/AN/AN/A9/30/2020286,54512,3136,56431,616N/A6/30/2020289,82013,475N/AN/AN/A3/31/2020292,99912,918-2,96229,805N/A12/31/2019291,54713,728N/AN/AN/A9/30/2019291,94514,760N/A31,159N/A6/30/2019288,19713,628N/AN/AN/A3/31/2019285,68614,962N/A30,585N/A12/31/2018282,50015,487N/AN/AN/A9/30/2018277,57814,277N/A29,691N/A6/30/2018273,15713,035N/AN/AN/A3/31/2018267,79910,664N/A31,081N/A12/31/2017264,4459,713N/AN/AN/A9/30/2017259,0478,632N/A25,358N/A6/30/2017257,0248,609N/AN/AN/A3/31/2017255,6779,448N/A23,679N/A12/31/2016255,2169,681N/AN/AN/A9/30/2016254,8519,867N/A25,770N/A6/30/2016254,56910,350N/AN/AN/A3/31/2016254,5659,919N/A19,054N/A12/31/2015254,0299,917N/AN/AN/A9/30/2015254,6809,764N/A19,298N/A6/30/2015254,9119,375N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 9075 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.8%).수익 vs 시장: 9075 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.8%).고성장 수익: 9075 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: 9075 의 수익(연간 3.3%)이 JP 시장(연간 5.4%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 9075 의 수익(연간 3.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 9075의 자본 수익률은 3년 후 4.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 01:24종가2026/05/25 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 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 소스Fukuyama Transporting Co., Ltd.는 10명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Naoko MatsumotoCitigroup IncJay DefibaughCLSAOliver James Gray MatthewCLSA7명의 분석가 더 보기
Major Estimate Revision • Feb 17Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥310 to JP¥342. Revenue forecast steady at JP¥314.6b. Net income forecast to shrink 6.6% next year vs 1.8% growth forecast for Transportation industry in Japan . Consensus price target up from JP¥3,690 to JP¥4,320. Share price rose 11% to JP¥5,280 over the past week.
Price Target Changed • Feb 11Price target increased by 17% to JP¥4,320Up from JP¥3,690, the current price target is an average from 4 analysts. New target price is 9.1% below last closing price of JP¥4,755. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥342 for next year compared to JP¥218 last year.
분석 기사 • May 15Earnings Beat: Fukuyama Transporting Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsFukuyama Transporting Co., Ltd. ( TSE:9075 ) shareholders are probably feeling a little disappointed, since its shares...
Major Estimate Revision • May 14Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥253 to JP¥290. Revenue forecast steady at JP¥312.0b. Net income forecast to grow 1.9% next year vs 3.2% growth forecast for Transportation industry in Japan. Consensus price target up from JP¥3,485 to JP¥3,590. Share price fell 5.1% to JP¥3,420 over the past week.
분석 기사 • Feb 16Fukuyama Transporting Co., Ltd. (TSE:9075) Third-Quarter Results: Here's What Analysts Are Forecasting For Next YearFukuyama Transporting Co., Ltd. ( TSE:9075 ) came out with its third-quarter results last week, and we wanted to see...
분석 기사 • Nov 15Analysts Have Made A Financial Statement On Fukuyama Transporting Co., Ltd.'s (TSE:9075) Half-Yearly ReportLast week, you might have seen that Fukuyama Transporting Co., Ltd. ( TSE:9075 ) released its interim result to the...
속보 • May 15Fukuyama Transporting Extends Defense Plan to 2029 With Higher Profits and Dividend OutlookFukuyama Transporting plans to extend its takeover defense plan through 2029, subject to shareholder approval, with auditors supporting the move. The company frames the defense plan as a way to secure time and information for shareholders and to negotiate constructively with any potential acquirers. Fukuyama Transporting reported stronger revenue and sharply higher profits in FY2026, supporting a higher annual dividend and guiding to further profit growth and a dividend increase in FY2027. The combination of an extended takeover defense plan and improving earnings with a rising dividend indicates that management is prioritising both continuity of control and direct cash returns to shareholders. It may be useful to monitor how shareholders respond to the defense extension at upcoming meetings and whether future profit and dividend outcomes align with the current outlook.
공시 • May 14Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 25, 2026Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 25, 2026.
공시 • May 09Fukuyama Transporting Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Fukuyama Transporting Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 02 June 2026. Payout ratio is a comfortable 21% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.9%).
Major Estimate Revision • Feb 17Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥310 to JP¥342. Revenue forecast steady at JP¥314.6b. Net income forecast to shrink 6.6% next year vs 1.8% growth forecast for Transportation industry in Japan . Consensus price target up from JP¥3,690 to JP¥4,320. Share price rose 11% to JP¥5,280 over the past week.
Price Target Changed • Feb 11Price target increased by 17% to JP¥4,320Up from JP¥3,690, the current price target is an average from 4 analysts. New target price is 9.1% below last closing price of JP¥4,755. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥342 for next year compared to JP¥218 last year.
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥303 (vs JP¥105 in 3Q 2025)Third quarter 2026 results: EPS: JP¥303 (up from JP¥105 in 3Q 2025). Revenue: JP¥85.9b (up 4.8% from 3Q 2025). Net income: JP¥11.2b (up 167% from 3Q 2025). Profit margin: 13% (up from 5.1% in 3Q 2025). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
분석 기사 • Feb 10Fukuyama Transporting (TSE:9075) Is Due To Pay A Dividend Of ¥38.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) will pay a dividend of ¥38.00 on the 2nd of June. This makes the dividend...
공시 • Feb 10Fukuyama Transporting Co., Ltd. (TSE:9075) announces an Equity Buyback for 1,000,000 shares, representing 2.72% for ¥6,000 million.Fukuyama Transporting Co., Ltd. (TSE:9075) announces an share repurchase program. Under the program, the company will repurchase 1,000,000 shares, representing 2.72% of its issued share capital, for ¥6,000 million. The purpose of the program is to improve capital efficiency and return to shareholders by implementing a flexible capital policy in response to changes in the corporate environment. Repurchased shares will be cancelled. The program is valid till June 30, 2026. As of January 31, 2026, the company had 36,796,974 shares in issue (excluding treasury stock) and 3,973,389 shares in treasury.
분석 기사 • Jan 09Does Fukuyama Transporting (TSE:9075) Have A Healthy Balance Sheet?David 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 17Fukuyama Transporting (TSE:9075) Has Announced A Dividend Of ¥38.00Fukuyama Transporting Co., Ltd.'s ( TSE:9075 ) investors are due to receive a payment of ¥38.00 per share on 2nd of...
공시 • Dec 16Fukuyama Transporting Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Fukuyama Transporting Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
분석 기사 • Dec 03Fukuyama Transporting's (TSE:9075) Dividend Will Be ¥38.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) will pay a dividend of ¥38.00 on the 2nd of June. This will take the...
Declared Dividend • Dec 03First half dividend of JP¥38.00 announcedShareholders will receive a dividend of JP¥38.00. Ex-date: 30th March 2026 Payment date: 2nd June 2026 Dividend yield will be 1.9%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by earnings (21% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.3% 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 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Nov 20Fukuyama Transporting's (TSE:9075) Anemic Earnings Might Be Worse Than You ThinkA lackluster earnings announcement from Fukuyama Transporting Co., Ltd. ( TSE:9075 ) last week didn't sink the stock...
분석 기사 • Nov 19Shareholders Should Be Pleased With Fukuyama Transporting Co., Ltd.'s (TSE:9075) PriceWith a price-to-earnings (or "P/E") ratio of 22.9x Fukuyama Transporting Co., Ltd. ( TSE:9075 ) may be sending very...
Reported Earnings • Nov 13Second quarter 2026 earnings released: EPS: JP¥8.73 (vs JP¥45.79 in 2Q 2025)Second quarter 2026 results: EPS: JP¥8.73 (down from JP¥45.79 in 2Q 2025). Revenue: JP¥76.1b (up 4.2% from 2Q 2025). Net income: JP¥323.0m (down 83% from 2Q 2025). Profit margin: 0.4% (down from 2.5% in 2Q 2025). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
분석 기사 • Sep 25Fukuyama Transporting (TSE:9075) Will Pay A Larger Dividend Than Last Year At ¥38.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) has announced that it will be increasing its dividend from last year's...
공시 • Sep 19Fukuyama Transporting Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Fukuyama Transporting Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
분석 기사 • Sep 11Fukuyama Transporting's (TSE:9075) Upcoming Dividend Will Be Larger Than Last Year'sFukuyama Transporting Co., Ltd. ( TSE:9075 ) will increase its dividend from last year's comparable payment on the 3rd...
분석 기사 • Aug 28Fukuyama Transporting (TSE:9075) Is Paying Out A Larger Dividend Than Last YearFukuyama Transporting Co., Ltd. ( TSE:9075 ) will increase its dividend from last year's comparable payment on the 3rd...
분석 기사 • Aug 11Fukuyama Transporting's (TSE:9075) Dividend Will Be Increased To ¥38.00Fukuyama Transporting Co., Ltd.'s ( TSE:9075 ) dividend will be increasing from last year's payment of the same period...
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥71.11 (vs JP¥89.18 in 1Q 2025)First quarter 2026 results: EPS: JP¥71.11 (down from JP¥89.18 in 1Q 2025). Revenue: JP¥77.5b (up 5.0% from 1Q 2025). Net income: JP¥2.72b (down 25% from 1Q 2025). Profit margin: 3.5% (down from 4.9% in 1Q 2025). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
분석 기사 • Jul 28Fukuyama Transporting (TSE:9075) Will Pay A Larger Dividend Than Last Year At ¥38.00The board of Fukuyama Transporting Co., Ltd. ( TSE:9075 ) has announced that it will be paying its dividend of ¥38.00...
분석 기사 • Jul 14Fukuyama Transporting (TSE:9075) Will Pay A Larger Dividend Than Last Year At ¥38.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) has announced that it will be increasing its dividend from last year's...
Declared Dividend • Jul 09Final dividend of JP¥38.00 announcedShareholders will receive a dividend of JP¥38.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.3% 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 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jun 27Fukuyama Transporting Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Fukuyama Transporting Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • Jun 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥218 (up from JP¥194 in FY 2024). Revenue: JP¥302.5b (up 5.2% from FY 2024). Net income: JP¥8.75b (up 12% from FY 2024). Profit margin: 2.9% (up from 2.7% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.6%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
분석 기사 • May 21Fukuyama Transporting's (TSE:9075) Earnings Are Of Questionable QualityDespite announcing strong earnings, Fukuyama Transporting Co., Ltd.'s ( TSE:9075 ) stock was sluggish. Our analysis...
분석 기사 • May 15Earnings Beat: Fukuyama Transporting Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsFukuyama Transporting Co., Ltd. ( TSE:9075 ) shareholders are probably feeling a little disappointed, since its shares...
Reported Earnings • May 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥218 (up from JP¥194 in FY 2024). Revenue: JP¥302.5b (up 5.2% from FY 2024). Net income: JP¥8.75b (up 12% from FY 2024). Profit margin: 2.9% (up from 2.7% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.6%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Major Estimate Revision • May 14Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥253 to JP¥290. Revenue forecast steady at JP¥312.0b. Net income forecast to grow 1.9% next year vs 3.2% growth forecast for Transportation industry in Japan. Consensus price target up from JP¥3,485 to JP¥3,590. Share price fell 5.1% to JP¥3,420 over the past week.
공시 • May 13Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 24, 2025Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 24, 2025.
공시 • Apr 09Fukuyama Transporting Co., Ltd. (TSE:9075) agreed to acquire 60% stake in Renown Transport Co.,ltd.Fukuyama Transporting Co., Ltd. (TSE:9075) agreed to acquire 60% stake in Renown Transport Co.,ltd. on March 22, 2025. For the financial year 2024 Renown Transport Co.,ltd. reported total revenue of ¥5.11 billion.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 03 June 2025. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.7%).
공시 • Mar 18Fukuyama Transporting Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Fukuyama Transporting Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
분석 기사 • Feb 16Fukuyama Transporting Co., Ltd. (TSE:9075) Third-Quarter Results: Here's What Analysts Are Forecasting For Next YearFukuyama Transporting Co., Ltd. ( TSE:9075 ) came out with its third-quarter results last week, and we wanted to see...
New Risk • Feb 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 56% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥105 (vs JP¥75.68 in 3Q 2024)Third quarter 2025 results: EPS: JP¥105 (up from JP¥75.68 in 3Q 2024). Revenue: JP¥82.0b (up 6.5% from 3Q 2024). Net income: JP¥4.19b (up 37% from 3Q 2024). Profit margin: 5.1% (up from 4.0% in 3Q 2024). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
공시 • Dec 10Fukuyama Transporting Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025Fukuyama Transporting Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025
Declared Dividend • Dec 04First half dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 28th March 2025 Payment date: 3rd June 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by earnings (16% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.4% 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 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Nov 20Fukuyama Transporting's (TSE:9075) Anemic Earnings Might Be Worse Than You ThinkInvestors were disappointed by Fukuyama Transporting Co., Ltd.'s ( TSE:9075 ) latest earnings release. We did some...
분석 기사 • Nov 15Analysts Have Made A Financial Statement On Fukuyama Transporting Co., Ltd.'s (TSE:9075) Half-Yearly ReportLast week, you might have seen that Fukuyama Transporting Co., Ltd. ( TSE:9075 ) released its interim result to the...
Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: JP¥45.79 (vs JP¥24.78 in 2Q 2024)Second quarter 2025 results: EPS: JP¥45.79 (up from JP¥24.78 in 2Q 2024). Revenue: JP¥73.1b (up 5.1% from 2Q 2024). Net income: JP¥1.85b (up 84% from 2Q 2024). Profit margin: 2.5% (up from 1.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
공시 • Nov 13+ 1 more updateFukuyama Transporting Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2025Fukuyama Transporting Co., Ltd. provided consolidated earnings guidance for the full year ending March 31, 2025. For the full year ending March 31, 2025, the company expected net sales of JPY 300,700 million, Operating profit of JPY 6,700 million, Profit attributable to owners of parent of JPY 8,000 million and Earnings per share of JPY 198.99.
분석 기사 • Nov 12Investors Appear Satisfied With Fukuyama Transporting Co., Ltd.'s (TSE:9075) ProspectsWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider...
분석 기사 • Sep 24Fukuyama Transporting (TSE:9075) Has Announced A Dividend Of ¥35.00The board of Fukuyama Transporting Co., Ltd. ( TSE:9075 ) has announced that it will pay a dividend on the 4th of...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
분석 기사 • Sep 06Fukuyama Transporting (TSE:9075) Has Announced A Dividend Of ¥35.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) will pay a dividend of ¥35.00 on the 4th of December. This makes the...
공시 • Sep 06Fukuyama Transporting Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Fukuyama Transporting Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024
분석 기사 • Aug 10Fukuyama Transporting (TSE:9075) Has Affirmed Its Dividend Of ¥35.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) will pay a dividend of ¥35.00 on the 4th of December. This means the...
공시 • Aug 10Fukuyama Transporting Co., Ltd. (TSE:9075) announces an Equity Buyback for 950,000 shares, representing 2.35% for ¥3,000 million.Fukuyama Transporting Co., Ltd. (TSE:9075) announces an share repurchase program. Under the program, the company will repurchase 950,000 shares, representing 2.35% of its issued share capital, for ¥3,000 million. The is based on the basic policy of promoting management that takes into account capital costs and stock prices. the program is valid till February 28, 2025. As of July 31, 2024, the company had 40,481,184 shares in issue (excluding treasury stock) and 289,179 shares in treasury.
분석 기사 • Jul 26Fukuyama Transporting (TSE:9075) Has Announced A Dividend Of ¥35.00Fukuyama Transporting Co., Ltd. ( TSE:9075 ) has announced that it will pay a dividend of ¥35.00 per share on the 4th...
분석 기사 • Jul 11Fukuyama Transporting (TSE:9075) Is Paying Out A Dividend Of ¥35.00Fukuyama Transporting Co., Ltd.'s ( TSE:9075 ) investors are due to receive a payment of ¥35.00 per share on 4th of...
Declared Dividend • Jul 11Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 1.9%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jun 29Fukuyama Transporting Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Fukuyama Transporting Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024
Reported Earnings • Jun 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥194 (down from JP¥514 in FY 2023). Revenue: JP¥287.6b (down 2.0% from FY 2023). Net income: JP¥7.83b (down 62% from FY 2023). Profit margin: 2.7% (down from 7.1% in FY 2023). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 2% per year.
Major Estimate Revision • May 22Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥298 to JP¥262 per share. Revenue forecast steady at JP¥296.3b. Net income forecast to grow 35% next year vs 3.5% growth forecast for Transportation industry in Japan. Consensus price target up from JP¥3,813 to JP¥3,906. Share price was steady at JP¥3,825 over the past week.
Reported Earnings • May 18Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥194 (down from JP¥514 in FY 2023). Revenue: JP¥287.6b (down 2.0% from FY 2023). Net income: JP¥7.83b (down 62% from FY 2023). Profit margin: 2.7% (down from 7.1% in FY 2023). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.
공시 • May 17+ 4 more updatesFukuyama Transporting Co., Ltd. Provides Fiscal Year-End Dividend Guidance for the Year Ending March 31, 2025Fukuyama Transporting Co., Ltd. provided Fiscal year-end dividend guidance of JPY 35.00 per share for the Year ending March 31, 2025 compared to JPY 40.00 per share a year ago.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.2%).
분석 기사 • Mar 18Fukuyama Transporting (TSE:9075) Has Announced That It Will Be Increasing Its Dividend To ¥40.00Fukuyama Transporting Co., Ltd.'s ( TSE:9075 ) dividend will be increasing from last year's payment of the same period...
공시 • Mar 17Fukuyama Transporting Co., Ltd. to Report Fiscal Year 2023 Results on May 15, 2024Fukuyama Transporting Co., Ltd. announced that they will report fiscal year 2023 results on May 15, 2024
Buy Or Sell Opportunity • Mar 15Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.1% to JP¥3,725. The fair value is estimated to be JP¥4,822, however this is not to be taken as a buy 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 9.6%. Revenue is forecast to grow by 4.5% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.
Major Estimate Revision • Mar 01Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥290.5b to JP¥286.9b. EPS estimate also fell from JP¥294 per share to JP¥239 per share. Net income forecast to grow 22% next year vs 7.7% growth forecast for Transportation industry in Japan. Consensus price target of JP¥3,890 unchanged from last update. Share price fell 2.8% to JP¥4,060 over the past week.
공시 • Feb 13Fukuyama Transporting Co., Ltd. Provides Dividend Guidance for the Year Ending March 31, 2024Fukuyama Transporting Co., Ltd. provided dividend guidance for the year ending March 31, 2024. For the year, the company expected to pay the dividend of JPY 40.00 per share against JPY 35.00 per share a year ago.
New Risk • Feb 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.2% Last year net profit margin: 7.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥75.67 (vs JP¥268 in 3Q 2023)Third quarter 2024 results: EPS: JP¥75.67 (down from JP¥268 in 3Q 2023). Revenue: JP¥77.0b (down 1.2% from 3Q 2023). Net income: JP¥3.06b (down 72% from 3Q 2023). Profit margin: 4.0% (down from 14% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Transportation 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 fallen by 2% per year, which means it is significantly lagging earnings.
공시 • Dec 15Fukuyama Transporting Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Fukuyama Transporting Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024
공시 • Nov 11+ 2 more updatesFukuyama Transporting Co., Ltd. Provides Dividend Guidance for the Year Ending March 31, 2024Fukuyama Transporting Co., Ltd. provided dividend guidance for the year ending March 31, 2024. For the year, the company expected to pay the dividend of JPY 40.00 per share against JPY 35.00 per share a year ago.
Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥24.78 (vs JP¥77.04 in 2Q 2023)Second quarter 2024 results: EPS: JP¥24.78 (down from JP¥77.04 in 2Q 2023). Revenue: JP¥69.5b (down 3.6% from 2Q 2023). Net income: JP¥1.00b (down 68% from 2Q 2023). Profit margin: 1.4% (down from 4.3% in 2Q 2023). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Buying Opportunity • Nov 09Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 6.9%. The fair value is estimated to be JP¥4,849, however this is not to be taken as a buy 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 24%. Revenue is forecast to grow by 3.8% in 2 years. Earnings is forecast to decline by 25% in the next 2 years.
Buying Opportunity • Oct 13Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥4,889, however this is not to be taken as a buy 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 24%. Revenue is forecast to grow by 4.6% in 2 years. Earnings is forecast to decline by 20% in the next 2 years.
Buying Opportunity • Sep 28Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.8%. The fair value is estimated to be JP¥4,955, however this is not to be taken as a buy 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 24%. Revenue is forecast to grow by 4.6% in 2 years. Earnings is forecast to decline by 20% in the next 2 years.
공시 • Sep 27Fukuyama Transporting Co., Ltd. to Report Q2, 2024 Results on Nov 08, 2023Fukuyama Transporting Co., Ltd. announced that they will report Q2, 2024 results on Nov 08, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥35.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.2%).
공시 • Aug 22Fukuyama Transporting Co., Ltd. Provides Forecast of Consolidated Financial Results for the Six Months Ending September 30, 2023 and for the Full Year Ending March 31, 2024Fukuyama Transporting Co., Ltd. provided Forecast of consolidated financial results for the Six months ending September 30, 2023 and for the full year ending March 31, 2024. For the Six months, the company expected net sales of JPY 143,500 million, Operating profit of JPY 8,600 million, Profit attributable to owners of parent of JPY 6,100 million and Earnings per share of JPY 151.32.For the full year, the company expected net sales of JPY 295,600 million, Operating profit of JPY 19,300 million, Profit attributable to owners of parent of JPY 13,900 million and Earnings per share of JPY 343.68.
공시 • Aug 21Fukuyama Transporting Co., Ltd. Provides Dividend Forecast for the Second Quarter and Fiscal Year-End for the Year Ending March 31, 2024Fukuyama Transporting Co., Ltd. provided dividend forecast of JPY 35.00 for the second quarter and Fiscal year-end for the Year ending March 31, 2024.
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥83.54 (vs JP¥122 in 1Q 2023)First quarter 2024 results: EPS: JP¥83.54 (down from JP¥122 in 1Q 2023). Revenue: JP¥71.7b (down 2.0% from 1Q 2023). Net income: JP¥3.38b (down 32% from 1Q 2023). Profit margin: 4.7% (down from 6.7% in 1Q 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Outside Director Yoshinori Yoshida was the last 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: Insufficient board refreshment.
공시 • Jun 17Fukuyama Transporting Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Fukuyama Transporting Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
공시 • May 17Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 23, 2023Fukuyama Transporting Co., Ltd., Annual General Meeting, Jun 23, 2023.
Reported Earnings • May 17Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥514 (up from JP¥395 in FY 2022). Revenue: JP¥293.4b (flat on FY 2022). Net income: JP¥20.8b (up 24% from FY 2022). Profit margin: 7.1% (up from 5.8% in FY 2022). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • May 16Now 23% undervaluedOver the last 90 days, the stock is up 4.3%. The fair value is estimated to be JP¥4,558, however this is not to be taken as a buy 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 24%. Revenue is forecast to grow by 4.1% in 2 years. Earnings is forecast to decline by 31% in the next 2 years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 01 June 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.1%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥268 (vs JP¥147 in 3Q 2022)Third quarter 2023 results: EPS: JP¥268 (up from JP¥147 in 3Q 2022). Revenue: JP¥78.0b (flat on 3Q 2022). Net income: JP¥10.8b (up 80% from 3Q 2022). Profit margin: 14% (up from 7.7% in 3Q 2022). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공시 • Feb 11+ 1 more updateFukuyama Transporting Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2023Fukuyama Transporting Co., Ltd. provided consolidated earning guidance for the full year ending March 31, 2023. For the full year, the company expects net sales of JPY 293,700 million, operating profit of JPY 21,700 million, profit attributable to owners of parent of JPY 20,800 million and earnings per share of JPY 511.93.
Major Estimate Revision • Feb 10Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from JP¥462 to JP¥521. Revenue forecast steady at JP¥296.1b. Net income forecast to grow 6.7% next year vs 14% growth forecast for Transportation industry in Japan. Consensus price target of JP¥4,173 unchanged from last update. Share price rose 3.8% to JP¥3,410 over the past week.
공시 • Dec 10Fukuyama Transporting Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Fukuyama Transporting Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥77.04 (vs JP¥70.18 in 2Q 2022)Second quarter 2023 results: EPS: JP¥77.04 (up from JP¥70.18 in 2Q 2022). Revenue: JP¥72.2b (up 2.6% from 2Q 2022). Net income: JP¥3.12b (up 7.4% from 2Q 2022). Profit margin: 4.3% (up from 4.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.