Yamato Holdings Co., Ltd. Just Missed EPS By 24%: Here's What Analysts Think Will Happen Next
May 04
Have your own idea? Try our Stock Screener
Japanese (NIKKEI) Logistics Industry Analysis
UpdatedMay 04, 2026
DataAggregated Company Financials
Companies23
- 7D1.7%
- 3M-0.4%
- 1Y15.5%
- YTD-0.7%
In the last week, the Logistics industry is up 1.7%, with Nippon Express Holdings up 8.6%. This takes the industry's 12 month performance to a gain of 16%. As for the next few years, earnings are expected to grow by 15% per annum.
Industry Valuation and Performance
Has the Japanese Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 04 May 2026 | JP¥4.4t | JP¥9.8t | JP¥196.1b | 15.7x | 22.4x | 0.4x |
| Wed, 01 Apr 2026 | JP¥4.3t | JP¥9.7t | JP¥215.5b | 15.6x | 19.8x | 0.4x |
| Fri, 27 Feb 2026 | JP¥4.6t | JP¥9.7t | JP¥215.5b | 16.7x | 21.3x | 0.5x |
| Sun, 25 Jan 2026 | JP¥4.5t | JP¥9.6t | JP¥248.3b | 14.9x | 18x | 0.5x |
| Tue, 23 Dec 2025 | JP¥4.4t | JP¥9.6t | JP¥247.5b | 14.1x | 17.6x | 0.5x |
| Thu, 20 Nov 2025 | JP¥4.3t | JP¥9.6t | JP¥247.5b | 13.5x | 17.5x | 0.5x |
| Sat, 18 Oct 2025 | JP¥4.3t | JP¥9.5t | JP¥244.8b | 15x | 17.7x | 0.5x |
| Mon, 15 Sep 2025 | JP¥4.6t | JP¥9.5t | JP¥244.9b | 16.4x | 18.9x | 0.5x |
| Wed, 13 Aug 2025 | JP¥4.6t | JP¥9.5t | JP¥244.9b | 16.3x | 18.9x | 0.5x |
| Fri, 11 Jul 2025 | JP¥4.3t | JP¥9.4t | JP¥244.8b | 15.1x | 17.6x | 0.5x |
| Sun, 08 Jun 2025 | JP¥4.0t | JP¥9.4t | JP¥245.0b | 14.7x | 16.5x | 0.4x |
| Tue, 06 May 2025 | JP¥3.9t | JP¥9.3t | JP¥251.3b | 12.6x | 15.6x | 0.4x |
| Thu, 03 Apr 2025 | JP¥3.9t | JP¥9.4t | JP¥237.7b | 13.1x | 16.5x | 0.4x |
| Sat, 01 Mar 2025 | JP¥3.9t | JP¥9.4t | JP¥237.7b | 12.4x | 16.4x | 0.4x |
| Mon, 27 Jan 2025 | JP¥3.7t | JP¥9.1t | JP¥223.8b | 12.9x | 16.6x | 0.4x |
| Wed, 25 Dec 2024 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 12.6x | 16.8x | 0.4x |
| Fri, 22 Nov 2024 | JP¥3.7t | JP¥9.3t | JP¥226.0b | 11.7x | 16.5x | 0.4x |
| Sun, 20 Oct 2024 | JP¥3.7t | JP¥9.1t | JP¥228.3b | 12.3x | 16.2x | 0.4x |
| Tue, 17 Sep 2024 | JP¥3.5t | JP¥9.1t | JP¥228.2b | 12.3x | 15.5x | 0.4x |
| Thu, 15 Aug 2024 | JP¥3.4t | JP¥9.1t | JP¥227.1b | 12.5x | 15.2x | 0.4x |
| Sat, 13 Jul 2024 | JP¥3.6t | JP¥9.0t | JP¥235.2b | 13.2x | 15.5x | 0.4x |
| Mon, 10 Jun 2024 | JP¥3.6t | JP¥9.0t | JP¥234.5b | 12.9x | 15.4x | 0.4x |
| Wed, 08 May 2024 | JP¥3.8t | JP¥8.9t | JP¥260.4b | 13.3x | 14.5x | 0.4x |
| Fri, 05 Apr 2024 | JP¥4.0t | JP¥8.9t | JP¥267.7b | 13.9x | 14.9x | 0.4x |
| Sun, 03 Mar 2024 | JP¥4.0t | JP¥8.9t | JP¥266.2b | 14.1x | 15.2x | 0.5x |
| Tue, 30 Jan 2024 | JP¥5.4t | JP¥10.9t | JP¥316.0b | 14.6x | 17x | 0.5x |
| Thu, 28 Dec 2023 | JP¥5.4t | JP¥10.9t | JP¥352.1b | 13.2x | 15.2x | 0.5x |
| Sat, 25 Nov 2023 | JP¥5.4t | JP¥10.9t | JP¥352.1b | 13.3x | 15.4x | 0.5x |
| Mon, 23 Oct 2023 | JP¥5.2t | JP¥11.1t | JP¥394.6b | 11.9x | 13.1x | 0.5x |
| Wed, 20 Sep 2023 | JP¥5.4t | JP¥11.1t | JP¥394.8b | 12.5x | 13.8x | 0.5x |
| Fri, 18 Aug 2023 | JP¥5.4t | JP¥11.1t | JP¥394.8b | 12.1x | 13.6x | 0.5x |
| Sun, 16 Jul 2023 | JP¥5.4t | JP¥11.3t | JP¥467.3b | 10.9x | 11.5x | 0.5x |
| Tue, 13 Jun 2023 | JP¥5.3t | JP¥11.3t | JP¥467.3b | 10.2x | 11.4x | 0.5x |
| Thu, 11 May 2023 | JP¥5.4t | JP¥11.3t | JP¥479.6b | 10.7x | 11.2x | 0.5x |
Price to Earnings Ratio
11.2x
Current Industry PE
- Investors are optimistic on the Japanese Logistics industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 22.4x which is higher than its 3-year average PE of 16.1x.
- The industry is trading close to its 3-year average PS ratio of 0.45x.
Past Earnings Growth
- The earnings for companies in the Logistics industry have declined 26% per year over the last three years,
- Revenues have also declined 4.9% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Japanese Industrials industry?
| JP Market | 0.29% | |
| Industrials | 1.02% | |
| Logistics | 1.71% | |
| Air Freight and Logistics | 1.71% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9147 Nippon Express Holdings | JP¥4.12k | 8.6% +JP¥79.1b | 60.9% | PE371.1x | |
| 9369 K.R.S | JP¥3.08k | 8.9% +JP¥6.2b | 71.4% | PE29x | |
| 2384 SBS Holdings | JP¥4.20k | 3.6% +JP¥5.8b | 43.6% | PE14.2x | |
| 9065 Sankyu | JP¥8.49k | 1.2% +JP¥5.1b | 33.7% | PE13.3x | |
| 9025 Konoike TransportLtd | JP¥2.84k | 0.4% +JP¥584.1m | 8.0% | PE11.9x |