Mitsubishi Logistics (9301) 주식 개요미쓰비시 로지스틱스는 일본 및 해외에서 물류 서비스를 제공합니다. 자세히 보기9301 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장0/6과거 실적4/6재무 건전성4/6배당4/6강점주가수익률(9.1x)이 JP 시장(13.6x)보다 낮습니다.지난 1년간 수익이 71.9% 증가했습니다.위험 분석향후 3년 동안 수익이 연평균 19.1% 감소할 것으로 예상됩니다.3.04% 의 배당금은 잉여현금흐름으로 잘 충당되지 않습니다.재무 결과에 영향을 미치는 대규모 일회성 항목모든 위험 점검 보기9301 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥1.45k9.5% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0326b2016201920222025202620282031Revenue JP¥325.6bEarnings JP¥65.2bAdvancedSet Fair ValueView all narrativesMitsubishi Logistics Corporation 경쟁사KamigumiSymbol: TSE:9364Market cap: JP¥459.2bSumitomo WarehouseSymbol: TSE:9303Market cap: JP¥288.1bMeiko TransSymbol: NSE:9357Market cap: JP¥71.7bIsewan Terminal ServiceSymbol: NSE:9359Market cap: JP¥23.0b가격 이력 및 성과Mitsubishi Logistics 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥1,448.5052주 최고가JP¥1,533.0052주 최저가JP¥1,066.50베타0.321개월 변동2.26%3개월 변동6.86%1년 변동21.01%3년 변동101.91%5년 변동109.62%IPO 이후 변동138.24%최근 뉴스 및 업데이트공시 • May 30Mitsubishi Logistics Corporation Announces Organizational ReformsMitsubishi Logistics Corporation announced that at the meeting of the Board of Directors held on May 29, 2026, the Company resolved organizational reforms and personnel changes. Toward the realization of our growth strategies (“Leap of the Logistics Business” and “Expansion of overseas business”) set forth in the Business Plan (2025–2030), company will establish a “Global Account Sales Division” responsible for making proposals regarding integrated domestic and international logistics services and supporting expansion of our clients’ overseas business. Furthermore, Company will transfer the sales and operations from the International Transportation Business Division to the Overseas Business Division. To clearly demonstrate commitment to strengthening initiatives for new digital strategies, including AI and data utilization, Company will change the name of the “Information Systems Division” to the “Digital & IT Division”.공시 • May 18Mitsubishi Logistics Corporation to Report Q2, 2027 Results on Oct 30, 2026Mitsubishi Logistics Corporation announced that they will report Q2, 2027 results at 3:30 PM, Tokyo Standard Time on Oct 30, 2026공시 • May 17Mitsubishi Logistics Corporation to Report Q1, 2027 Results on Jul 31, 2026Mitsubishi Logistics Corporation announced that they will report Q1, 2027 results at 3:30 PM, Tokyo Standard Time on Jul 31, 2026속보 • May 13Mitsubishi Logistics Net Profit Surges as Asset Sales Drive Outlook for Growth and Higher DividendsMitsubishi Logistics reported a 72% rise in net profit, mainly driven by asset sales, even as revenue and operating profit declined for FY2025. The company’s latest business plan points to overseas expansion and higher asset turnover as core areas of focus. Management also outlined an entry into grid electricity storage and is projecting moderate growth and higher dividend payouts for FY2026. The heavy reliance on asset sales for profit highlights a gap between headline earnings and underlying operating trends. It is therefore worth focusing on how core logistics and real estate operations evolve from here. The planned overseas push, greater asset turnover and move into grid storage introduce new opportunities, but also bring execution and capital allocation risks that you should weigh against the company’s higher dividend ambitions.공시 • Apr 30Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026.공시 • Feb 27Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 11,000,000 shares, representing 3.18% for ¥10,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase 11,000,000 shares, representing 3.18% of its share capital, for ¥10,000 million. The company will repurchase its shares to flexibly enhance shareholder returns and improve capital efficiency. The repurchased shares will be cancelled. The program will run until October 31, 2026. As of January 31, 2026, the company had 345,596,261 shares outstanding (excluding treasury shares) and 33,286,034 shares in treasury.더 많은 업데이트 보기Recent updates공시 • May 30Mitsubishi Logistics Corporation Announces Organizational ReformsMitsubishi Logistics Corporation announced that at the meeting of the Board of Directors held on May 29, 2026, the Company resolved organizational reforms and personnel changes. Toward the realization of our growth strategies (“Leap of the Logistics Business” and “Expansion of overseas business”) set forth in the Business Plan (2025–2030), company will establish a “Global Account Sales Division” responsible for making proposals regarding integrated domestic and international logistics services and supporting expansion of our clients’ overseas business. Furthermore, Company will transfer the sales and operations from the International Transportation Business Division to the Overseas Business Division. To clearly demonstrate commitment to strengthening initiatives for new digital strategies, including AI and data utilization, Company will change the name of the “Information Systems Division” to the “Digital & IT Division”.공시 • May 18Mitsubishi Logistics Corporation to Report Q2, 2027 Results on Oct 30, 2026Mitsubishi Logistics Corporation announced that they will report Q2, 2027 results at 3:30 PM, Tokyo Standard Time on Oct 30, 2026공시 • May 17Mitsubishi Logistics Corporation to Report Q1, 2027 Results on Jul 31, 2026Mitsubishi Logistics Corporation announced that they will report Q1, 2027 results at 3:30 PM, Tokyo Standard Time on Jul 31, 2026속보 • May 13Mitsubishi Logistics Net Profit Surges as Asset Sales Drive Outlook for Growth and Higher DividendsMitsubishi Logistics reported a 72% rise in net profit, mainly driven by asset sales, even as revenue and operating profit declined for FY2025. The company’s latest business plan points to overseas expansion and higher asset turnover as core areas of focus. Management also outlined an entry into grid electricity storage and is projecting moderate growth and higher dividend payouts for FY2026. The heavy reliance on asset sales for profit highlights a gap between headline earnings and underlying operating trends. It is therefore worth focusing on how core logistics and real estate operations evolve from here. The planned overseas push, greater asset turnover and move into grid storage introduce new opportunities, but also bring execution and capital allocation risks that you should weigh against the company’s higher dividend ambitions.공시 • Apr 30Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026.공시 • Feb 27Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 11,000,000 shares, representing 3.18% for ¥10,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase 11,000,000 shares, representing 3.18% of its share capital, for ¥10,000 million. The company will repurchase its shares to flexibly enhance shareholder returns and improve capital efficiency. The repurchased shares will be cancelled. The program will run until October 31, 2026. As of January 31, 2026, the company had 345,596,261 shares outstanding (excluding treasury shares) and 33,286,034 shares in treasury.Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥27.03 (vs JP¥16.19 in 3Q 2025)Third quarter 2026 results: EPS: JP¥27.03 (up from JP¥16.19 in 3Q 2025). Revenue: JP¥69.0b (down 13% from 3Q 2025). Net income: JP¥9.43b (up 58% from 3Q 2025). Profit margin: 14% (up from 7.5% in 3Q 2025). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 29% per year.분석 기사 • Jan 30Mitsubishi Logistics (TSE:9301) Is Due To Pay A Dividend Of ¥18.00The board of Mitsubishi Logistics Corporation ( TSE:9301 ) has announced that it will pay a dividend of ¥18.00 per...공시 • Jan 30Mitsubishi Logistics Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Mitsubishi Logistics Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2026. for the year, the company expects revenue of JPY 280,000 million, Operating profit of JPY 16,000 million, Profit attributable to owners of parent of JPY 50,000 million and Basic earnings per share of JPY 142.16 against revenue of JPY 280,000 million, Operating profit of JPY 16,000 million, Profit attributable to owners of parent of JPY 45,000 million and Basic earnings per share of JPY 128.07 expected previously. Reason for revision: For the nine months ended December 31, 2026, revenue, operating profit, business profit, and ordinary profit generally progressed in line with the previously announced forecast. With regard to profit attributable to owners of parent, the Company decided to move forward with a plan to reduce its cross-shareholdings as announced in the "Notice Concerning Sale of Investment Securities" released today. The Company expects to record a gain on sale of investment securities as extraordinary income in the fourth quarter of the current consolidated fiscal year. Meanwhile, the Cavalier Logistics Group, a subsidiary that provides logistic services for pharmaceutical and healthcare products and logistic services for U.S. government, suffered changes in the management environment, such as a decline in cargo handling resulting from changes in the business environment caused by policies of the new U.S. administration and a delay in commencement of cargo handling at warehouses that began operating in the current fiscal year. After reviewing future business plans, the Company expects to record impairment losses on goodwill, etc. of approximately ¥5.0 billion as extraordinary losses in the fourth quarter of the current fiscal year. Accordingly, the Company has revised its financial results forecasts as described above. Note that the gain on sale of investment securities and impairment losses on goodwill, etc. (approximately ¥5.0 billion) are estimated values. The Company will release another notice if matters that should be disclosed arise.분석 기사 • Jan 29Mitsubishi Logistics Corporation's (TSE:9301) Earnings Are Not Doing Enough For Some InvestorsWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider...분석 기사 • Jan 07Here's Why Mitsubishi Logistics (TSE:9301) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Dec 16Mitsubishi Logistics (TSE:9301) Will Pay A Dividend Of ¥18.00Mitsubishi Logistics Corporation ( TSE:9301 ) has announced that it will pay a dividend of ¥18.00 per share on the 30th...공시 • Dec 13Mitsubishi Logistics Corporation to Report Fiscal Year 2026 Results on Apr 30, 2026Mitsubishi Logistics Corporation announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on Apr 30, 2026분석 기사 • Dec 02Mitsubishi Logistics (TSE:9301) Is Due To Pay A Dividend Of ¥18.00The board of Mitsubishi Logistics Corporation ( TSE:9301 ) has announced that it will pay a dividend on the 30th of...Declared Dividend • Dec 02First half dividend of JP¥18.00 announcedShareholders will receive a dividend of JP¥18.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 3.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (12% earnings payout ratio) but not covered by cash flows (259% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 44% over the next 3 years. However, it would need to fall by 87% to increase the payout ratio to a potentially unsustainable range.분석 기사 • Nov 10Investors Shouldn't Be Too Comfortable With Mitsubishi Logistics' (TSE:9301) EarningsMitsubishi Logistics Corporation's ( TSE:9301 ) robust earnings report didn't manage to move the market for its stock...Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥40.42 (vs JP¥9.56 in 2Q 2025)Second quarter 2026 results: EPS: JP¥40.42 (up from JP¥9.56 in 2Q 2025). Revenue: JP¥67.6b (down 2.1% from 2Q 2025). Net income: JP¥14.3b (up 299% from 2Q 2025). Profit margin: 21% (up from 5.2% in 2Q 2025). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year.분석 기사 • Oct 30Mitsubishi Logistics (TSE:9301) Might Have The Makings Of A Multi-BaggerIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.0%).Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥51.80 (vs JP¥33.77 in 1Q 2025)First quarter 2026 results: EPS: JP¥51.80 (up from JP¥33.77 in 1Q 2025). Revenue: JP¥68.6b (up 4.1% from 1Q 2025). Net income: JP¥18.6b (up 45% from 1Q 2025). Profit margin: 27% (up from 19% in 1Q 2025). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 18% per year.분석 기사 • Jul 19Mitsubishi Logistics Corporation's (TSE:9301) Business Is Yet to Catch Up With Its Share PriceIt's not a stretch to say that Mitsubishi Logistics Corporation's ( TSE:9301 ) price-to-earnings (or "P/E") ratio of...Declared Dividend • Jul 09Final dividend of JP¥18.00 announcedShareholders will receive a dividend of JP¥18.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 10% over the next 3 years. However, it would need to fall by 51% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Jul 01Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥85.92 (up from JP¥71.89 in FY 2024). Revenue: JP¥284.1b (up 12% from FY 2024). Net income: JP¥31.9b (up 15% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.1%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 21% per year.분석 기사 • Jun 14Mitsubishi Logistics (TSE:9301) Is Experiencing Growth In Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...분석 기사 • May 09We Think You Should Be Aware Of Some Concerning Factors In Mitsubishi Logistics' (TSE:9301) EarningsMitsubishi Logistics Corporation's ( TSE:9301 ) healthy profit numbers didn't contain any surprises for investors. We...Reported Earnings • May 01Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥85.92 (up from JP¥71.89 in FY 2024). Revenue: JP¥284.1b (up 12% from FY 2024). Net income: JP¥31.9b (up 15% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.1%. Revenue is forecast to stay flat during the next 3 years compared to a 6.1% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 17% per year and the company’s share price has also increased by 17% per year.공시 • Apr 30Mitsubishi Logistics Corporation, Annual General Meeting, Jun 27, 2025Mitsubishi Logistics Corporation, Annual General Meeting, Jun 27, 2025.공시 • Apr 19+ 2 more updatesMitsubishi Logistics Corporation to Report Nine Months, 2026 Results on Jan 30, 2026Mitsubishi Logistics Corporation announced that they will report nine months, 2026 results on Jan 30, 2026분석 기사 • Apr 14Here's Why Mitsubishi Logistics (TSE:9301) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...공시 • Apr 01Mitsubishi Logistics Corporation(TSE:9301) dropped from Nikkei 225 IndexMistusbishi logistics Corporation has been dropped from the Nikkei 225 Index.Upcoming Dividend • Mar 21Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).분석 기사 • Mar 19Investors Interested In Mitsubishi Logistics Corporation's (TSE:9301) EarningsIt's not a stretch to say that Mitsubishi Logistics Corporation's ( TSE:9301 ) price-to-earnings (or "P/E") ratio of...공시 • Mar 04Mitsubishi Logistics Corporation to Report Fiscal Year 2025 Results on Apr 30, 2025Mitsubishi Logistics Corporation announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Apr 30, 2025Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥16.19 (vs JP¥39.31 in 3Q 2024)Third quarter 2025 results: EPS: JP¥16.19 (down from JP¥39.31 in 3Q 2024). Revenue: JP¥79.4b (up 19% from 3Q 2024). Net income: JP¥5.96b (down 61% from 3Q 2024). Profit margin: 7.5% (down from 23% in 3Q 2024). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jan 13These 4 Measures Indicate That Mitsubishi Logistics (TSE:9301) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Dec 27Mitsubishi Logistics (TSE:9301) Has Some Way To Go To Become A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...공시 • Dec 03Mitsubishi Logistics Corporation to Report Q3, 2025 Results on Jan 31, 2025Mitsubishi Logistics Corporation announced that they will report Q3, 2025 results on Jan 31, 2025분석 기사 • Nov 07Mitsubishi Logistics' (TSE:9301) Profits May Not Reveal Underlying IssuesMitsubishi Logistics Corporation's ( TSE:9301 ) stock didn't jump after it announced some healthy earnings. We did some...Reported Earnings • Nov 02Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: JP¥69.0b (up 10% from 2Q 2024). Net income: JP¥3.58b (down 11% from 2Q 2024). Profit margin: 5.2% (down from 6.4% in 2Q 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 20Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.7%).공시 • Aug 28Mitsubishi Logistics Corporation to Report Q2, 2025 Results on Oct 31, 2024Mitsubishi Logistics Corporation announced that they will report Q2, 2025 results on Oct 31, 2024분석 기사 • Aug 20Does Mitsubishi Logistics (TSE:9301) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥4,291, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Infrastructure industry in Asia. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,200 per share.Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥169 (vs JP¥69.56 in 1Q 2024)First quarter 2025 results: EPS: JP¥169 (up from JP¥69.56 in 1Q 2024). Revenue: JP¥65.9b (up 4.2% from 1Q 2024). Net income: JP¥12.8b (up 135% from 1Q 2024). Profit margin: 19% (up from 8.6% in 1Q 2024). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 14% per year.Price Target Changed • Jun 26Price target increased by 10% to JP¥6,000Up from JP¥5,450, the current price target is an average from 5 analysts. New target price is 12% above last closing price of JP¥5,339. Stock is up 49% over the past year. The company is forecast to post earnings per share of JP¥503 for next year compared to JP¥359 last year.공시 • Jun 06Mitsubishi Logistics Corporation to Report Q1, 2025 Results on Jul 31, 2024Mitsubishi Logistics Corporation announced that they will report Q1, 2025 results on Jul 31, 2024Price Target Changed • Jun 06Price target increased by 22% to JP¥5,450Up from JP¥4,450, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥5,417. Stock is up 58% over the past year. The company is forecast to post earnings per share of JP¥497 for next year compared to JP¥359 last year.Major Estimate Revision • Jun 01Consensus EPS estimates increase by 10%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from JP¥271.9b to JP¥265.4b. EPS estimate rose from JP¥349 to JP¥386. Net income forecast to grow 3.8% next year vs 11% growth forecast for Infrastructure industry in Japan. Consensus price target up from JP¥4,450 to JP¥4,625. Share price was steady at JP¥5,171 over the past week.공시 • May 25Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 3,000,000 shares, representing 3.96% for ¥10,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase 3,000,000 shares, representing 3.96% of its share capital, for ¥10,000 million. The company will repurchase its shares to flexibly enhance shareholder returns and improve capital efficiency. The program will run until October 31, 2024. As of April 30, 2024, the company had 75,833,722 shares outstanding (excluding treasury shares) and 3,750,517 shares in treasury.공시 • May 16Senko Group Responses Rumors to Acquire Logistics Subsidiary from Mitsubishi ElectricSENKO Group Holdings Co., Ltd. (TSE:9069) said not considering purchasing Mitsubishi Logistics Corporation (TSE:9301) at this moment, in response to media report it plans to acquire the logistic subsidiary from Mitsubishi Electric Corporation (TSE:6503).Reported Earnings • May 01Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥359 (up from JP¥342 in FY 2023). Revenue: JP¥254.5b (down 15% from FY 2023). Net income: JP¥27.8b (up 2.1% from FY 2023). Profit margin: 11% (up from 9.1% in FY 2023). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) exceeded analyst estimates by 2.8%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.분석 기사 • Apr 12Mitsubishi Logistics Corporation's (TSE:9301) Share Price Not Quite Adding UpIt's not a stretch to say that Mitsubishi Logistics Corporation's ( TSE:9301 ) price-to-earnings (or "P/E") ratio of...Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.1%).분석 기사 • Mar 15Mitsubishi Logistics (TSE:9301) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...공시 • Mar 02Mitsubishi Logistics Corporation to Report Fiscal Year 2024 Results on Apr 30, 2024Mitsubishi Logistics Corporation announced that they will report fiscal year 2024 results on Apr 30, 2024Price Target Changed • Feb 29Price target increased by 12% to JP¥4,350Up from JP¥3,900, the current price target is an average from 2 analysts. New target price is 5.3% below last closing price of JP¥4,595. Stock is up 45% over the past year. The company is forecast to post earnings per share of JP¥337 for next year compared to JP¥342 last year.Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥197 (vs JP¥108 in 3Q 2023)Third quarter 2024 results: EPS: JP¥197 (up from JP¥108 in 3Q 2023). Revenue: JP¥66.7b (down 14% from 3Q 2023). Net income: JP¥15.1b (up 77% from 3Q 2023). Profit margin: 23% (up from 11% in 3Q 2023). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.공시 • Dec 08Mitsubishi Logistics Corporation to Report Q3, 2024 Results on Jan 31, 2024Mitsubishi Logistics Corporation announced that they will report Q3, 2024 results on Jan 31, 2024Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥51.66 (vs JP¥57.01 in 2Q 2023)Second quarter 2024 results: EPS: JP¥51.66 (down from JP¥57.01 in 2Q 2023). Revenue: JP¥62.5b (down 20% from 2Q 2023). Net income: JP¥4.03b (down 12% from 2Q 2023). Profit margin: 6.4% (up from 5.8% in 2Q 2023). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.1%).공시 • Aug 31Mitsubishi Logistics Corporation to Report Q2, 2024 Results on Oct 31, 2023Mitsubishi Logistics Corporation announced that they will report Q2, 2024 results on Oct 31, 2023Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥69.56 (vs JP¥104 in 1Q 2023)First quarter 2024 results: EPS: JP¥69.56 (down from JP¥104 in 1Q 2023). Revenue: JP¥63.2b (down 17% from 1Q 2023). Net income: JP¥5.44b (down 36% from 1Q 2023). Profit margin: 8.6% (down from 11% in 1Q 2023). Revenue is expected to decline by 1.0% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Asia are expected to grow by 15%. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.공시 • Aug 01Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 3,500,000 shares, representing 4.48% for ¥10,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase 3,500,000 shares, representing 4.48% of its share capital, for ¥10,000 million. The company will repurchase its shares to flexibly enhance shareholder returns and improve capital efficiency. The program will run until March 29, 2023. As of June 30, 2023, the company had 78,180,323 shares outstanding (excluding treasury shares) and 3,780,416 shares in treasury.공시 • Jun 10Mitsubishi Logistics Corporation to Report Q1, 2024 Results on Jul 31, 2023Mitsubishi Logistics Corporation announced that they will report Q1, 2024 results on Jul 31, 2023Major Estimate Revision • Jun 03Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥283 to JP¥315. Revenue forecast steady at JP¥264.8b. Net income forecast to shrink 10% next year vs 15% growth forecast for Infrastructure industry in Japan . Consensus price target of JP¥3,567 unchanged from last update. Share price was steady at JP¥3,410 over the past week.Reported Earnings • Apr 29Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥342 (up from JP¥219 in FY 2022). Revenue: JP¥300.6b (up 17% from FY 2022). Net income: JP¥27.2b (up 52% from FY 2022). Profit margin: 9.1% (up from 7.0% in FY 2022). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 2.7%. Revenue is expected to decline by 8.1% p.a. on average during the next 2 years, while revenues in the Infrastructure industry in Japan are expected to grow by 6.5%. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.4%).Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥108 (vs JP¥61.80 in 3Q 2022)Third quarter 2023 results: EPS: JP¥108 (up from JP¥61.80 in 3Q 2022). Revenue: JP¥77.7b (up 16% from 3Q 2022). Net income: JP¥8.57b (up 71% from 3Q 2022). Profit margin: 11% (up from 7.5% in 3Q 2022). Revenue is expected to decline by 5.9% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Japan are expected to grow by 11%. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공시 • Nov 30Mitsubishi Logistics Corporation to Report Q3, 2023 Results on Jan 31, 2023Mitsubishi Logistics Corporation announced that they will report Q3, 2023 results on Jan 31, 2023Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥57.01 (vs JP¥43.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥57.01 (up from JP¥43.58 in 2Q 2022). Revenue: JP¥78.1b (up 29% from 2Q 2022). Net income: JP¥4.56b (up 29% from 2Q 2022). Profit margin: 5.8% (in line with 2Q 2022). Revenue is expected to decline by 4.7% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Japan are expected to grow by 9.9%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥57.01 (vs JP¥43.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥57.01 (up from JP¥43.58 in 2Q 2022). Revenue: JP¥78.1b (up 29% from 2Q 2022). Net income: JP¥4.56b (up 29% from 2Q 2022). Profit margin: 5.8% (in line with 2Q 2022). Revenue is expected to decline by 4.7% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Japan are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥41.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.0%).Major Estimate Revision • Aug 05Consensus revenue estimates increase by 20%The consensus outlook for revenues in 2023 has improved. 2023 revenue forecast increased from JP¥246.0b to JP¥295.6b. EPS estimate increased from JP¥228 to JP¥333 per share. Net income forecast to grow 9.5% next year vs 12% growth forecast for Infrastructure industry in Japan. Consensus price target up from JP¥3,333 to JP¥3,467. Share price rose 3.5% to JP¥3,680 over the past week.Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥104 (vs JP¥39.71 in 1Q 2022)First quarter 2023 results: EPS: JP¥104 (up from JP¥39.71 in 1Q 2022). Revenue: JP¥76.2b (up 34% from 1Q 2022). Net income: JP¥8.45b (up 158% from 1Q 2022). Profit margin: 11% (up from 5.7% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 4.0% compared to a 54% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Jun 14Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥203 to JP¥228. Revenue forecast steady at JP¥246.0b. Net income forecast to grow 3.2% next year vs 12% growth forecast for Infrastructure industry in Japan. Consensus price target up from JP¥3,250 to JP¥3,350. Share price rose 2.9% to JP¥3,185 over the past week.Reported Earnings • Apr 30Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥219 (down from JP¥462 in FY 2021). Revenue: JP¥257.2b (up 20% from FY 2021). Net income: JP¥17.9b (down 54% from FY 2021). Profit margin: 7.0% (down from 18% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 6.4%. Over the next year, revenue is expected to shrink by 5.7% compared to a 49% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥39.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (3.0%).Reported Earnings • Feb 02Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥61.80 (up from JP¥28.63 in 3Q 2021). Revenue: JP¥66.9b (up 25% from 3Q 2021). Net income: JP¥5.02b (up 108% from 3Q 2021). Profit margin: 7.5% (up from 4.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Over the next year, revenue is expected to shrink by 2.3% compared to a 42% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Feb 02Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 consensus EPS increased from JP¥185 to JP¥205. Revenues were reaffirmed at JP¥242.2b. Net income forecast to shrink 4.0% next year vs 14% growth forecast for Infrastructure industry in Japan . Consensus price target of JP¥3,267 unchanged from last update. Share price rose 2.1% to JP¥2,767 over the past week.Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥43.58 (vs JP¥336 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥60.7b (up 19% from 2Q 2021). Net income: JP¥3.55b (down 88% from 2Q 2021). Profit margin: 5.8% (down from 56% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥39.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (2.6%).Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥39.71 (vs JP¥18.96 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥56.9b (up 13% from 1Q 2021). Net income: JP¥3.27b (up 101% from 1Q 2021). Profit margin: 5.7% (up from 3.2% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 04Full year 2021 earnings released: EPS JP¥462 (vs JP¥137 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥213.7b (down 6.7% from FY 2020). Net income: JP¥39.2b (up 230% from FY 2020). Profit margin: 18% (up from 5.2% in FY 2020). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (2.2%).Is New 90 Day High Low • Feb 24New 90-day high: JP¥3,450The company is up 13% from its price of JP¥3,055 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Infrastructure industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥925 per share.Is New 90 Day High Low • Feb 08New 90-day high: JP¥3,230The company is up 1.0% from its price of JP¥3,185 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥946 per share.Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥28.63 (vs JP¥38.38 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥53.4b (down 4.0% from 3Q 2020). Net income: JP¥2.41b (down 27% from 3Q 2020). Profit margin: 4.5% (down from 5.9% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Feb 03Revenue and earnings miss expectationsRevenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 4.8%, compared to a 11% growth forecast for the Infrastructure industry in Japan.Is New 90 Day High Low • Jan 14New 90-day high: JP¥3,205The company is up 10.0% from its price of JP¥2,905 on 16 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥951 per share.주주 수익률9301JP InfrastructureJP 시장7D2.7%-1.1%2.9%1Y21.0%18.6%43.8%전체 주주 수익률 보기수익률 대 산업: 9301은 지난 1년 동안 18.6%의 수익을 기록한 JP Infrastructure 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: 9301은 지난 1년 동안 43.8%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 9301's price volatile compared to industry and market?9301 volatility9301 Average Weekly Movement3.8%Infrastructure Industry Average Movement3.6%Market Average Movement4.6%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.4%안정적인 주가: 9301는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 9301의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트18875,004Hidechika Saitowww.mitsubishi-logistics.co.jp미쓰비시 로지스틱스는 일본 및 국제적으로 물류 서비스를 제공합니다. 이 회사는 물류 및 부동산 부문을 통해 운영됩니다. 창고 보관, 항만, 국제, 육로 및 해상 운송, 통관 서비스를 제공합니다.더 보기Mitsubishi Logistics Corporation 기초 지표 요약Mitsubishi Logistics의 순이익과 매출은 시가총액과 어떻게 비교됩니까?9301 기초 통계시가총액JP¥496.56b순이익 (TTM)JP¥54.77b매출 (TTM)JP¥273.45b9.1x주가수익비율(P/E)1.8x주가매출비율(P/S)9301는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표9301 손익계산서 (TTM)매출JP¥273.45b매출원가JP¥223.77b총이익JP¥49.68b기타 비용-JP¥5.10b순이익JP¥54.77b최근 보고된 실적Mar 31, 2026다음 실적 발표일Jul 31, 2026주당순이익(EPS)159.78총이익률18.17%순이익률20.03%부채/자본 비율26.9%9301의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당3.0%현재 배당 수익률24%배당 성향9301는 안정적으로 배당을 지급합니까?9301 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 9301를 매수해야 하나요?Mitsubishi Logistics 배당 일정배당락일Mar 30 2026배당 지급일Jun 29 2026배당락일까지 남은 일수80 days배당 지급일까지 남은 일수11 days9301는 안정적으로 배당을 지급합니까?9301 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/17 17:06종가2026/06/17 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 소스Mitsubishi Logistics Corporation는 11명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Ryota HimenoBarclaysRyota HimenoCitigroup IncMasayoshi YonezawaDaiwa Securities Co. Ltd.8명의 분석가 더 보기
공시 • May 30Mitsubishi Logistics Corporation Announces Organizational ReformsMitsubishi Logistics Corporation announced that at the meeting of the Board of Directors held on May 29, 2026, the Company resolved organizational reforms and personnel changes. Toward the realization of our growth strategies (“Leap of the Logistics Business” and “Expansion of overseas business”) set forth in the Business Plan (2025–2030), company will establish a “Global Account Sales Division” responsible for making proposals regarding integrated domestic and international logistics services and supporting expansion of our clients’ overseas business. Furthermore, Company will transfer the sales and operations from the International Transportation Business Division to the Overseas Business Division. To clearly demonstrate commitment to strengthening initiatives for new digital strategies, including AI and data utilization, Company will change the name of the “Information Systems Division” to the “Digital & IT Division”.
공시 • May 18Mitsubishi Logistics Corporation to Report Q2, 2027 Results on Oct 30, 2026Mitsubishi Logistics Corporation announced that they will report Q2, 2027 results at 3:30 PM, Tokyo Standard Time on Oct 30, 2026
공시 • May 17Mitsubishi Logistics Corporation to Report Q1, 2027 Results on Jul 31, 2026Mitsubishi Logistics Corporation announced that they will report Q1, 2027 results at 3:30 PM, Tokyo Standard Time on Jul 31, 2026
속보 • May 13Mitsubishi Logistics Net Profit Surges as Asset Sales Drive Outlook for Growth and Higher DividendsMitsubishi Logistics reported a 72% rise in net profit, mainly driven by asset sales, even as revenue and operating profit declined for FY2025. The company’s latest business plan points to overseas expansion and higher asset turnover as core areas of focus. Management also outlined an entry into grid electricity storage and is projecting moderate growth and higher dividend payouts for FY2026. The heavy reliance on asset sales for profit highlights a gap between headline earnings and underlying operating trends. It is therefore worth focusing on how core logistics and real estate operations evolve from here. The planned overseas push, greater asset turnover and move into grid storage introduce new opportunities, but also bring execution and capital allocation risks that you should weigh against the company’s higher dividend ambitions.
공시 • Apr 30Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026.
공시 • Feb 27Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 11,000,000 shares, representing 3.18% for ¥10,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase 11,000,000 shares, representing 3.18% of its share capital, for ¥10,000 million. The company will repurchase its shares to flexibly enhance shareholder returns and improve capital efficiency. The repurchased shares will be cancelled. The program will run until October 31, 2026. As of January 31, 2026, the company had 345,596,261 shares outstanding (excluding treasury shares) and 33,286,034 shares in treasury.
공시 • May 30Mitsubishi Logistics Corporation Announces Organizational ReformsMitsubishi Logistics Corporation announced that at the meeting of the Board of Directors held on May 29, 2026, the Company resolved organizational reforms and personnel changes. Toward the realization of our growth strategies (“Leap of the Logistics Business” and “Expansion of overseas business”) set forth in the Business Plan (2025–2030), company will establish a “Global Account Sales Division” responsible for making proposals regarding integrated domestic and international logistics services and supporting expansion of our clients’ overseas business. Furthermore, Company will transfer the sales and operations from the International Transportation Business Division to the Overseas Business Division. To clearly demonstrate commitment to strengthening initiatives for new digital strategies, including AI and data utilization, Company will change the name of the “Information Systems Division” to the “Digital & IT Division”.
공시 • May 18Mitsubishi Logistics Corporation to Report Q2, 2027 Results on Oct 30, 2026Mitsubishi Logistics Corporation announced that they will report Q2, 2027 results at 3:30 PM, Tokyo Standard Time on Oct 30, 2026
공시 • May 17Mitsubishi Logistics Corporation to Report Q1, 2027 Results on Jul 31, 2026Mitsubishi Logistics Corporation announced that they will report Q1, 2027 results at 3:30 PM, Tokyo Standard Time on Jul 31, 2026
속보 • May 13Mitsubishi Logistics Net Profit Surges as Asset Sales Drive Outlook for Growth and Higher DividendsMitsubishi Logistics reported a 72% rise in net profit, mainly driven by asset sales, even as revenue and operating profit declined for FY2025. The company’s latest business plan points to overseas expansion and higher asset turnover as core areas of focus. Management also outlined an entry into grid electricity storage and is projecting moderate growth and higher dividend payouts for FY2026. The heavy reliance on asset sales for profit highlights a gap between headline earnings and underlying operating trends. It is therefore worth focusing on how core logistics and real estate operations evolve from here. The planned overseas push, greater asset turnover and move into grid storage introduce new opportunities, but also bring execution and capital allocation risks that you should weigh against the company’s higher dividend ambitions.
공시 • Apr 30Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026.
공시 • Feb 27Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 11,000,000 shares, representing 3.18% for ¥10,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase 11,000,000 shares, representing 3.18% of its share capital, for ¥10,000 million. The company will repurchase its shares to flexibly enhance shareholder returns and improve capital efficiency. The repurchased shares will be cancelled. The program will run until October 31, 2026. As of January 31, 2026, the company had 345,596,261 shares outstanding (excluding treasury shares) and 33,286,034 shares in treasury.
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥27.03 (vs JP¥16.19 in 3Q 2025)Third quarter 2026 results: EPS: JP¥27.03 (up from JP¥16.19 in 3Q 2025). Revenue: JP¥69.0b (down 13% from 3Q 2025). Net income: JP¥9.43b (up 58% from 3Q 2025). Profit margin: 14% (up from 7.5% in 3Q 2025). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 29% per year.
분석 기사 • Jan 30Mitsubishi Logistics (TSE:9301) Is Due To Pay A Dividend Of ¥18.00The board of Mitsubishi Logistics Corporation ( TSE:9301 ) has announced that it will pay a dividend of ¥18.00 per...
공시 • Jan 30Mitsubishi Logistics Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Mitsubishi Logistics Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2026. for the year, the company expects revenue of JPY 280,000 million, Operating profit of JPY 16,000 million, Profit attributable to owners of parent of JPY 50,000 million and Basic earnings per share of JPY 142.16 against revenue of JPY 280,000 million, Operating profit of JPY 16,000 million, Profit attributable to owners of parent of JPY 45,000 million and Basic earnings per share of JPY 128.07 expected previously. Reason for revision: For the nine months ended December 31, 2026, revenue, operating profit, business profit, and ordinary profit generally progressed in line with the previously announced forecast. With regard to profit attributable to owners of parent, the Company decided to move forward with a plan to reduce its cross-shareholdings as announced in the "Notice Concerning Sale of Investment Securities" released today. The Company expects to record a gain on sale of investment securities as extraordinary income in the fourth quarter of the current consolidated fiscal year. Meanwhile, the Cavalier Logistics Group, a subsidiary that provides logistic services for pharmaceutical and healthcare products and logistic services for U.S. government, suffered changes in the management environment, such as a decline in cargo handling resulting from changes in the business environment caused by policies of the new U.S. administration and a delay in commencement of cargo handling at warehouses that began operating in the current fiscal year. After reviewing future business plans, the Company expects to record impairment losses on goodwill, etc. of approximately ¥5.0 billion as extraordinary losses in the fourth quarter of the current fiscal year. Accordingly, the Company has revised its financial results forecasts as described above. Note that the gain on sale of investment securities and impairment losses on goodwill, etc. (approximately ¥5.0 billion) are estimated values. The Company will release another notice if matters that should be disclosed arise.
분석 기사 • Jan 29Mitsubishi Logistics Corporation's (TSE:9301) Earnings Are Not Doing Enough For Some InvestorsWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider...
분석 기사 • Jan 07Here's Why Mitsubishi Logistics (TSE:9301) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Dec 16Mitsubishi Logistics (TSE:9301) Will Pay A Dividend Of ¥18.00Mitsubishi Logistics Corporation ( TSE:9301 ) has announced that it will pay a dividend of ¥18.00 per share on the 30th...
공시 • Dec 13Mitsubishi Logistics Corporation to Report Fiscal Year 2026 Results on Apr 30, 2026Mitsubishi Logistics Corporation announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on Apr 30, 2026
분석 기사 • Dec 02Mitsubishi Logistics (TSE:9301) Is Due To Pay A Dividend Of ¥18.00The board of Mitsubishi Logistics Corporation ( TSE:9301 ) has announced that it will pay a dividend on the 30th of...
Declared Dividend • Dec 02First half dividend of JP¥18.00 announcedShareholders will receive a dividend of JP¥18.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 3.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (12% earnings payout ratio) but not covered by cash flows (259% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 44% over the next 3 years. However, it would need to fall by 87% to increase the payout ratio to a potentially unsustainable range.
분석 기사 • Nov 10Investors Shouldn't Be Too Comfortable With Mitsubishi Logistics' (TSE:9301) EarningsMitsubishi Logistics Corporation's ( TSE:9301 ) robust earnings report didn't manage to move the market for its stock...
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥40.42 (vs JP¥9.56 in 2Q 2025)Second quarter 2026 results: EPS: JP¥40.42 (up from JP¥9.56 in 2Q 2025). Revenue: JP¥67.6b (down 2.1% from 2Q 2025). Net income: JP¥14.3b (up 299% from 2Q 2025). Profit margin: 21% (up from 5.2% in 2Q 2025). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year.
분석 기사 • Oct 30Mitsubishi Logistics (TSE:9301) Might Have The Makings Of A Multi-BaggerIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.0%).
Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥51.80 (vs JP¥33.77 in 1Q 2025)First quarter 2026 results: EPS: JP¥51.80 (up from JP¥33.77 in 1Q 2025). Revenue: JP¥68.6b (up 4.1% from 1Q 2025). Net income: JP¥18.6b (up 45% from 1Q 2025). Profit margin: 27% (up from 19% in 1Q 2025). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 18% per year.
분석 기사 • Jul 19Mitsubishi Logistics Corporation's (TSE:9301) Business Is Yet to Catch Up With Its Share PriceIt's not a stretch to say that Mitsubishi Logistics Corporation's ( TSE:9301 ) price-to-earnings (or "P/E") ratio of...
Declared Dividend • Jul 09Final dividend of JP¥18.00 announcedShareholders will receive a dividend of JP¥18.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 10% over the next 3 years. However, it would need to fall by 51% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Jul 01Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥85.92 (up from JP¥71.89 in FY 2024). Revenue: JP¥284.1b (up 12% from FY 2024). Net income: JP¥31.9b (up 15% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.1%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 21% per year.
분석 기사 • Jun 14Mitsubishi Logistics (TSE:9301) Is Experiencing Growth In Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
분석 기사 • May 09We Think You Should Be Aware Of Some Concerning Factors In Mitsubishi Logistics' (TSE:9301) EarningsMitsubishi Logistics Corporation's ( TSE:9301 ) healthy profit numbers didn't contain any surprises for investors. We...
Reported Earnings • May 01Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥85.92 (up from JP¥71.89 in FY 2024). Revenue: JP¥284.1b (up 12% from FY 2024). Net income: JP¥31.9b (up 15% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.1%. Revenue is forecast to stay flat during the next 3 years compared to a 6.1% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 17% per year and the company’s share price has also increased by 17% per year.
공시 • Apr 30Mitsubishi Logistics Corporation, Annual General Meeting, Jun 27, 2025Mitsubishi Logistics Corporation, Annual General Meeting, Jun 27, 2025.
공시 • Apr 19+ 2 more updatesMitsubishi Logistics Corporation to Report Nine Months, 2026 Results on Jan 30, 2026Mitsubishi Logistics Corporation announced that they will report nine months, 2026 results on Jan 30, 2026
분석 기사 • Apr 14Here's Why Mitsubishi Logistics (TSE:9301) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
공시 • Apr 01Mitsubishi Logistics Corporation(TSE:9301) dropped from Nikkei 225 IndexMistusbishi logistics Corporation has been dropped from the Nikkei 225 Index.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).
분석 기사 • Mar 19Investors Interested In Mitsubishi Logistics Corporation's (TSE:9301) EarningsIt's not a stretch to say that Mitsubishi Logistics Corporation's ( TSE:9301 ) price-to-earnings (or "P/E") ratio of...
공시 • Mar 04Mitsubishi Logistics Corporation to Report Fiscal Year 2025 Results on Apr 30, 2025Mitsubishi Logistics Corporation announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Apr 30, 2025
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥16.19 (vs JP¥39.31 in 3Q 2024)Third quarter 2025 results: EPS: JP¥16.19 (down from JP¥39.31 in 3Q 2024). Revenue: JP¥79.4b (up 19% from 3Q 2024). Net income: JP¥5.96b (down 61% from 3Q 2024). Profit margin: 7.5% (down from 23% in 3Q 2024). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jan 13These 4 Measures Indicate That Mitsubishi Logistics (TSE:9301) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Dec 27Mitsubishi Logistics (TSE:9301) Has Some Way To Go To Become A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
공시 • Dec 03Mitsubishi Logistics Corporation to Report Q3, 2025 Results on Jan 31, 2025Mitsubishi Logistics Corporation announced that they will report Q3, 2025 results on Jan 31, 2025
분석 기사 • Nov 07Mitsubishi Logistics' (TSE:9301) Profits May Not Reveal Underlying IssuesMitsubishi Logistics Corporation's ( TSE:9301 ) stock didn't jump after it announced some healthy earnings. We did some...
Reported Earnings • Nov 02Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: JP¥69.0b (up 10% from 2Q 2024). Net income: JP¥3.58b (down 11% from 2Q 2024). Profit margin: 5.2% (down from 6.4% in 2Q 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.7%).
공시 • Aug 28Mitsubishi Logistics Corporation to Report Q2, 2025 Results on Oct 31, 2024Mitsubishi Logistics Corporation announced that they will report Q2, 2025 results on Oct 31, 2024
분석 기사 • Aug 20Does Mitsubishi Logistics (TSE:9301) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥4,291, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Infrastructure industry in Asia. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,200 per share.
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥169 (vs JP¥69.56 in 1Q 2024)First quarter 2025 results: EPS: JP¥169 (up from JP¥69.56 in 1Q 2024). Revenue: JP¥65.9b (up 4.2% from 1Q 2024). Net income: JP¥12.8b (up 135% from 1Q 2024). Profit margin: 19% (up from 8.6% in 1Q 2024). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 14% per year.
Price Target Changed • Jun 26Price target increased by 10% to JP¥6,000Up from JP¥5,450, the current price target is an average from 5 analysts. New target price is 12% above last closing price of JP¥5,339. Stock is up 49% over the past year. The company is forecast to post earnings per share of JP¥503 for next year compared to JP¥359 last year.
공시 • Jun 06Mitsubishi Logistics Corporation to Report Q1, 2025 Results on Jul 31, 2024Mitsubishi Logistics Corporation announced that they will report Q1, 2025 results on Jul 31, 2024
Price Target Changed • Jun 06Price target increased by 22% to JP¥5,450Up from JP¥4,450, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥5,417. Stock is up 58% over the past year. The company is forecast to post earnings per share of JP¥497 for next year compared to JP¥359 last year.
Major Estimate Revision • Jun 01Consensus EPS estimates increase by 10%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from JP¥271.9b to JP¥265.4b. EPS estimate rose from JP¥349 to JP¥386. Net income forecast to grow 3.8% next year vs 11% growth forecast for Infrastructure industry in Japan. Consensus price target up from JP¥4,450 to JP¥4,625. Share price was steady at JP¥5,171 over the past week.
공시 • May 25Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 3,000,000 shares, representing 3.96% for ¥10,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase 3,000,000 shares, representing 3.96% of its share capital, for ¥10,000 million. The company will repurchase its shares to flexibly enhance shareholder returns and improve capital efficiency. The program will run until October 31, 2024. As of April 30, 2024, the company had 75,833,722 shares outstanding (excluding treasury shares) and 3,750,517 shares in treasury.
공시 • May 16Senko Group Responses Rumors to Acquire Logistics Subsidiary from Mitsubishi ElectricSENKO Group Holdings Co., Ltd. (TSE:9069) said not considering purchasing Mitsubishi Logistics Corporation (TSE:9301) at this moment, in response to media report it plans to acquire the logistic subsidiary from Mitsubishi Electric Corporation (TSE:6503).
Reported Earnings • May 01Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥359 (up from JP¥342 in FY 2023). Revenue: JP¥254.5b (down 15% from FY 2023). Net income: JP¥27.8b (up 2.1% from FY 2023). Profit margin: 11% (up from 9.1% in FY 2023). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) exceeded analyst estimates by 2.8%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
분석 기사 • Apr 12Mitsubishi Logistics Corporation's (TSE:9301) Share Price Not Quite Adding UpIt's not a stretch to say that Mitsubishi Logistics Corporation's ( TSE:9301 ) price-to-earnings (or "P/E") ratio of...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.1%).
분석 기사 • Mar 15Mitsubishi Logistics (TSE:9301) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
공시 • Mar 02Mitsubishi Logistics Corporation to Report Fiscal Year 2024 Results on Apr 30, 2024Mitsubishi Logistics Corporation announced that they will report fiscal year 2024 results on Apr 30, 2024
Price Target Changed • Feb 29Price target increased by 12% to JP¥4,350Up from JP¥3,900, the current price target is an average from 2 analysts. New target price is 5.3% below last closing price of JP¥4,595. Stock is up 45% over the past year. The company is forecast to post earnings per share of JP¥337 for next year compared to JP¥342 last year.
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥197 (vs JP¥108 in 3Q 2023)Third quarter 2024 results: EPS: JP¥197 (up from JP¥108 in 3Q 2023). Revenue: JP¥66.7b (down 14% from 3Q 2023). Net income: JP¥15.1b (up 77% from 3Q 2023). Profit margin: 23% (up from 11% in 3Q 2023). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
공시 • Dec 08Mitsubishi Logistics Corporation to Report Q3, 2024 Results on Jan 31, 2024Mitsubishi Logistics Corporation announced that they will report Q3, 2024 results on Jan 31, 2024
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥51.66 (vs JP¥57.01 in 2Q 2023)Second quarter 2024 results: EPS: JP¥51.66 (down from JP¥57.01 in 2Q 2023). Revenue: JP¥62.5b (down 20% from 2Q 2023). Net income: JP¥4.03b (down 12% from 2Q 2023). Profit margin: 6.4% (up from 5.8% in 2Q 2023). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.1%).
공시 • Aug 31Mitsubishi Logistics Corporation to Report Q2, 2024 Results on Oct 31, 2023Mitsubishi Logistics Corporation announced that they will report Q2, 2024 results on Oct 31, 2023
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥69.56 (vs JP¥104 in 1Q 2023)First quarter 2024 results: EPS: JP¥69.56 (down from JP¥104 in 1Q 2023). Revenue: JP¥63.2b (down 17% from 1Q 2023). Net income: JP¥5.44b (down 36% from 1Q 2023). Profit margin: 8.6% (down from 11% in 1Q 2023). Revenue is expected to decline by 1.0% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Asia are expected to grow by 15%. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
공시 • Aug 01Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 3,500,000 shares, representing 4.48% for ¥10,000 million.Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase 3,500,000 shares, representing 4.48% of its share capital, for ¥10,000 million. The company will repurchase its shares to flexibly enhance shareholder returns and improve capital efficiency. The program will run until March 29, 2023. As of June 30, 2023, the company had 78,180,323 shares outstanding (excluding treasury shares) and 3,780,416 shares in treasury.
공시 • Jun 10Mitsubishi Logistics Corporation to Report Q1, 2024 Results on Jul 31, 2023Mitsubishi Logistics Corporation announced that they will report Q1, 2024 results on Jul 31, 2023
Major Estimate Revision • Jun 03Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥283 to JP¥315. Revenue forecast steady at JP¥264.8b. Net income forecast to shrink 10% next year vs 15% growth forecast for Infrastructure industry in Japan . Consensus price target of JP¥3,567 unchanged from last update. Share price was steady at JP¥3,410 over the past week.
Reported Earnings • Apr 29Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥342 (up from JP¥219 in FY 2022). Revenue: JP¥300.6b (up 17% from FY 2022). Net income: JP¥27.2b (up 52% from FY 2022). Profit margin: 9.1% (up from 7.0% in FY 2022). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 2.7%. Revenue is expected to decline by 8.1% p.a. on average during the next 2 years, while revenues in the Infrastructure industry in Japan are expected to grow by 6.5%. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.4%).
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥108 (vs JP¥61.80 in 3Q 2022)Third quarter 2023 results: EPS: JP¥108 (up from JP¥61.80 in 3Q 2022). Revenue: JP¥77.7b (up 16% from 3Q 2022). Net income: JP¥8.57b (up 71% from 3Q 2022). Profit margin: 11% (up from 7.5% in 3Q 2022). Revenue is expected to decline by 5.9% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Japan are expected to grow by 11%. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공시 • Nov 30Mitsubishi Logistics Corporation to Report Q3, 2023 Results on Jan 31, 2023Mitsubishi Logistics Corporation announced that they will report Q3, 2023 results on Jan 31, 2023
Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥57.01 (vs JP¥43.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥57.01 (up from JP¥43.58 in 2Q 2022). Revenue: JP¥78.1b (up 29% from 2Q 2022). Net income: JP¥4.56b (up 29% from 2Q 2022). Profit margin: 5.8% (in line with 2Q 2022). Revenue is expected to decline by 4.7% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Japan are expected to grow by 9.9%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥57.01 (vs JP¥43.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥57.01 (up from JP¥43.58 in 2Q 2022). Revenue: JP¥78.1b (up 29% from 2Q 2022). Net income: JP¥4.56b (up 29% from 2Q 2022). Profit margin: 5.8% (in line with 2Q 2022). Revenue is expected to decline by 4.7% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Japan are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥41.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.0%).
Major Estimate Revision • Aug 05Consensus revenue estimates increase by 20%The consensus outlook for revenues in 2023 has improved. 2023 revenue forecast increased from JP¥246.0b to JP¥295.6b. EPS estimate increased from JP¥228 to JP¥333 per share. Net income forecast to grow 9.5% next year vs 12% growth forecast for Infrastructure industry in Japan. Consensus price target up from JP¥3,333 to JP¥3,467. Share price rose 3.5% to JP¥3,680 over the past week.
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥104 (vs JP¥39.71 in 1Q 2022)First quarter 2023 results: EPS: JP¥104 (up from JP¥39.71 in 1Q 2022). Revenue: JP¥76.2b (up 34% from 1Q 2022). Net income: JP¥8.45b (up 158% from 1Q 2022). Profit margin: 11% (up from 5.7% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 4.0% compared to a 54% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Jun 14Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥203 to JP¥228. Revenue forecast steady at JP¥246.0b. Net income forecast to grow 3.2% next year vs 12% growth forecast for Infrastructure industry in Japan. Consensus price target up from JP¥3,250 to JP¥3,350. Share price rose 2.9% to JP¥3,185 over the past week.
Reported Earnings • Apr 30Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥219 (down from JP¥462 in FY 2021). Revenue: JP¥257.2b (up 20% from FY 2021). Net income: JP¥17.9b (down 54% from FY 2021). Profit margin: 7.0% (down from 18% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 6.4%. Over the next year, revenue is expected to shrink by 5.7% compared to a 49% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥39.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (3.0%).
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥61.80 (up from JP¥28.63 in 3Q 2021). Revenue: JP¥66.9b (up 25% from 3Q 2021). Net income: JP¥5.02b (up 108% from 3Q 2021). Profit margin: 7.5% (up from 4.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Over the next year, revenue is expected to shrink by 2.3% compared to a 42% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Feb 02Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 consensus EPS increased from JP¥185 to JP¥205. Revenues were reaffirmed at JP¥242.2b. Net income forecast to shrink 4.0% next year vs 14% growth forecast for Infrastructure industry in Japan . Consensus price target of JP¥3,267 unchanged from last update. Share price rose 2.1% to JP¥2,767 over the past week.
Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥43.58 (vs JP¥336 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥60.7b (up 19% from 2Q 2021). Net income: JP¥3.55b (down 88% from 2Q 2021). Profit margin: 5.8% (down from 56% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥39.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (2.6%).
Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥39.71 (vs JP¥18.96 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥56.9b (up 13% from 1Q 2021). Net income: JP¥3.27b (up 101% from 1Q 2021). Profit margin: 5.7% (up from 3.2% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 04Full year 2021 earnings released: EPS JP¥462 (vs JP¥137 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥213.7b (down 6.7% from FY 2020). Net income: JP¥39.2b (up 230% from FY 2020). Profit margin: 18% (up from 5.2% in FY 2020). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (2.2%).
Is New 90 Day High Low • Feb 24New 90-day high: JP¥3,450The company is up 13% from its price of JP¥3,055 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Infrastructure industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥925 per share.
Is New 90 Day High Low • Feb 08New 90-day high: JP¥3,230The company is up 1.0% from its price of JP¥3,185 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥946 per share.
Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥28.63 (vs JP¥38.38 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥53.4b (down 4.0% from 3Q 2020). Net income: JP¥2.41b (down 27% from 3Q 2020). Profit margin: 4.5% (down from 5.9% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 03Revenue and earnings miss expectationsRevenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 4.8%, compared to a 11% growth forecast for the Infrastructure industry in Japan.
Is New 90 Day High Low • Jan 14New 90-day high: JP¥3,205The company is up 10.0% from its price of JP¥2,905 on 16 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥951 per share.
