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Japanese (NIKKEI) Infrastructure Industry Analysis

UpdatedFeb 05, 2026
DataAggregated Company Financials
Companies12
  • 7D1.7%
  • 3M12.2%
  • 1Y27.6%
  • YTD7.4%

The Infrastructure industry is up 1.7% in the last week, with Japan Airport Terminal up 5.6%. This means that the industry has gained 28% over the past year. In the next few years, earnings are forecast to decline by 8.9% annually.

Industry Valuation and Performance

Has the Japanese Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 05 Feb 2026JP¥1.9tJP¥1.3tJP¥143.7b10.5x13x1.5x
Sat, 03 Jan 2026JP¥1.7tJP¥1.3tJP¥140.3b9.8x12.3x1.3x
Mon, 01 Dec 2025JP¥1.7tJP¥1.3tJP¥140.3b9.9x12.3x1.3x
Wed, 29 Oct 2025JP¥1.7tJP¥1.3tJP¥125.3b10.6x13.5x1.3x
Fri, 26 Sep 2025JP¥1.8tJP¥1.5tJP¥132.3b10.6x13.8x1.2x
Sun, 24 Aug 2025JP¥1.9tJP¥1.5tJP¥132.3b10.4x14.1x1.3x
Tue, 22 Jul 2025JP¥1.8tJP¥1.5tJP¥129.6b11x13.6x1.2x
Thu, 19 Jun 2025JP¥1.7tJP¥1.5tJP¥129.6b10.4x13.2x1.2x
Sat, 17 May 2025JP¥1.7tJP¥1.5tJP¥129.5b10.9x12.8x1.1x
Mon, 14 Apr 2025JP¥1.4tJP¥1.4tJP¥112.5b9.9x12.2x1x
Wed, 12 Mar 2025JP¥1.5tJP¥1.4tJP¥112.5b10.2x13.2x1x
Fri, 07 Feb 2025JP¥1.6tJP¥1.4tJP¥111.4b10.8x14x1.1x
Sun, 05 Jan 2025JP¥1.6tJP¥1.4tJP¥119.1b11.4x13.5x1.2x
Tue, 03 Dec 2024JP¥1.6tJP¥1.4tJP¥119.1b10.7x13.4x1.1x
Thu, 31 Oct 2024JP¥1.6tJP¥1.4tJP¥117.9b10.9x13.7x1.2x
Sat, 28 Sep 2024JP¥1.6tJP¥1.4tJP¥117.9b11.3x13.7x1.2x
Mon, 26 Aug 2024JP¥1.6tJP¥1.4tJP¥113.6b11.3x14x1.2x
Wed, 24 Jul 2024JP¥1.7tJP¥1.3tJP¥103.9b12.8x16.2x1.3x
Fri, 21 Jun 2024JP¥1.6tJP¥1.3tJP¥103.9b12.6x15.5x1.2x
Sun, 19 May 2024JP¥1.6tJP¥1.3tJP¥103.9b12.1x15x1.2x
Tue, 16 Apr 2024JP¥1.6tJP¥1.3tJP¥99.9b12.3x16.4x1.2x
Thu, 14 Mar 2024JP¥1.6tJP¥1.3tJP¥99.9b11.6x16x1.2x
Sat, 10 Feb 2024JP¥1.6tJP¥1.3tJP¥101.0b11x15.9x1.2x
Mon, 08 Jan 2024JP¥1.6tJP¥1.3tJP¥90.0b11.6x18.2x1.2x
Wed, 06 Dec 2023JP¥1.6tJP¥1.3tJP¥90.0b11.1x18.2x1.2x
Fri, 03 Nov 2023JP¥1.6tJP¥1.3tJP¥87.0b11x18.8x1.2x
Sun, 01 Oct 2023JP¥1.6tJP¥1.3tJP¥87.8b9.4x17.9x1.2x
Tue, 29 Aug 2023JP¥1.6tJP¥1.3tJP¥87.8b9.5x18.6x1.2x
Thu, 27 Jul 2023JP¥1.6tJP¥1.4tJP¥94.5b7.9x16.5x1.1x
Sat, 24 Jun 2023JP¥1.6tJP¥1.4tJP¥94.5b7.8x16.8x1.2x
Mon, 22 May 2023JP¥1.6tJP¥1.4tJP¥94.5b7.9x16.8x1.2x
Wed, 19 Apr 2023JP¥1.5tJP¥1.4tJP¥90.9b7.4x16.4x1.1x
Fri, 17 Mar 2023JP¥1.4tJP¥1.4tJP¥90.9b7.5x15.9x1x
Sun, 12 Feb 2023JP¥1.4tJP¥1.4tJP¥88.0b7.6x16.3x1x
Price to Earnings Ratio

16.3x


Total Market Cap: JP¥1.4tTotal Earnings: JP¥88.0bTotal Revenue: JP¥1.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Infrastructure Industry Price to Earnings3Y Average 15.1x202420252026
Current Industry PE
  • Investors are pessimistic on the Japanese Infrastructure industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 13.0x which is lower than its 3-year average PE of 15.1x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have grown 18% per year over the last three years.
  • Meanwhile revenues for these companies have declined 2.6% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Trends

Which industries have driven the changes within the Japanese Industrials industry?

JP Market3.18%
Industrials4.46%
Infrastructure1.66%
Airport Services5.64%
Marine Ports and Services0.44%
Industry PE
  • Investors are most optimistic about the Airport Services industry, which is trading close to its 3-year average PE ratio of 16.1x.
    • Analysts are expecting annual earnings decline of 5.3%, which is lower than the prior year's growth of 25.5% per year.
  • Investors are most pessimistic about the Marine Ports and Services industry, which is trading close to its 3-year average of 11.7x.
Forecasted Growth
  • Despite it being negative, analysts are least pessimistic on the Airport Services industry since they expect its earnings to decline by only 5.3% per year over the next 5 years, which isn't as bad as the other industries.
  • This is a reversal from its past annual earnings growth rate of 26% per year.
  • In contrast, the Marine Ports and Services industry is expected to see its earnings decline by 10% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
9706 Japan Airport TerminalJP¥5.25k12.0%
+JP¥52.1b		6.0%PE15.7x
9364 KamigumiJP¥5.54k3.3%
+JP¥15.7b		66.7%PE19.2x
9367 Daito KounLtdJP¥2.51k10.0%
+JP¥2.0b		242.0%PE30.5x
9351 Toyo Wharf & WarehouseJP¥1.94k9.6%
+JP¥1.2b		53.9%PE9.8x
9353 Sakurajima Futo KaishaJP¥2.61k2.8%
+JP¥108.0m		43.9%PE12.8x

Latest News

9706
JP¥5,249.00
Japan Airport Terminal
7D
12.0%
1Y
6.0%
9351
JP¥1,937.00
Toyo Wharf & Warehouse
7D
9.6%
1Y
53.9%
9359
JP¥942.00
Isewan Terminal Service
7D
-0.8%
1Y
23.0%
9357
JP¥2,120.00
Meiko Trans
7D
-0.3%
1Y
34.2%
9303
JP¥3,715.00
Sumitomo Warehouse
7D
-0.3%
1Y
31.5%
9301
JP¥1,313.00
Mitsubishi Logistics
7D
-0.7%
1Y
26.5%
9353
JP¥2,608.00
Sakurajima Futo Kaisha
7D
2.8%
1Y
43.9%
9367
JP¥2,507.00
Daito KounLtd
7D
10.0%
1Y
242.0%

What Daito Koun Co.,Ltd.'s (TSE:9367) 26% Share Price Gain Is Not Telling You

Jan 13
What Daito Koun Co.,Ltd.'s (TSE:9367) 26% Share Price Gain Is Not Telling You
9364
JP¥5,543.00
Kamigumi
7D
3.3%
1Y
66.7%

Kamigumi (TSE:9364) Is Increasing Its Dividend To ¥95.00

Jan 10
Kamigumi (TSE:9364) Is Increasing Its Dividend To ¥95.00
9355
JP¥2,150.00
Rinko
7D
-1.6%
1Y
27.7%

Rinko (TSE:9355) Will Pay A Larger Dividend Than Last Year At ¥45.00

Jan 08
Rinko (TSE:9355) Will Pay A Larger Dividend Than Last Year At ¥45.00
9361
JP¥2,134.00
Fushiki Kairiku UnsoLtd
7D
0.6%
1Y
44.6%

Investors Will Want Fushiki Kairiku UnsoLtd's (TSE:9361) Growth In ROCE To Persist

Dec 22
Investors Will Want Fushiki Kairiku UnsoLtd's (TSE:9361) Growth In ROCE To Persist