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Japanese (NIKKEI) Transportation Industry Analysis

UpdatedFeb 21, 2026
DataAggregated Company Financials
Companies47
  • 7D-0.3%
  • 3M5.5%
  • 1Y26.6%
  • YTD2.6%

The Transportation is pretty flat in the last 7 days, but Seibu Holdings has stood out, gaining 3.9%. The past year has been better, since the industry has gained 27% in that time. In the next few years earnings are forecast to be pretty stable.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 22 Feb 2026JP¥21.5tJP¥19.3tJP¥1.8t13x11.7x1.1x
Tue, 20 Jan 2026JP¥20.8tJP¥19.1tJP¥1.8t12.4x11.3x1.1x
Thu, 18 Dec 2025JP¥20.7tJP¥19.1tJP¥1.8t11.9x11.3x1.1x
Sat, 15 Nov 2025JP¥20.2tJP¥19.0tJP¥1.9t12.4x10.8x1.1x
Mon, 13 Oct 2025JP¥20.3tJP¥18.8tJP¥1.8t12.6x11.1x1.1x
Wed, 10 Sep 2025JP¥21.1tJP¥18.8tJP¥1.8t13.2x11.6x1.1x
Fri, 08 Aug 2025JP¥19.8tJP¥18.8tJP¥1.8t12.4x10.8x1.1x
Sun, 06 Jul 2025JP¥18.4tJP¥18.6tJP¥1.8t11.3x10.2x1x
Tue, 03 Jun 2025JP¥18.1tJP¥18.6tJP¥1.8t10.8x10.1x1x
Thu, 01 May 2025JP¥18.0tJP¥17.9tJP¥1.7t10.2x10.4x1x
Sat, 29 Mar 2025JP¥18.2tJP¥17.9tJP¥1.7t10.5x10.5x1x
Mon, 24 Feb 2025JP¥17.4tJP¥17.9tJP¥1.7t10.2x10x1x
Wed, 22 Jan 2025JP¥16.8tJP¥17.7tJP¥1.7t10.6x10.1x1x
Fri, 20 Dec 2024JP¥17.1tJP¥17.7tJP¥1.7t10.1x10.3x1x
Sun, 17 Nov 2024JP¥18.2tJP¥17.7tJP¥1.7t11x10.9x1x
Tue, 15 Oct 2024JP¥17.4tJP¥17.1tJP¥1.6t11.1x11.1x1x
Thu, 12 Sep 2024JP¥17.5tJP¥17.3tJP¥1.6t11.9x11.2x1x
Sat, 10 Aug 2024JP¥16.4tJP¥17.2tJP¥1.5t11.7x10.6x1x
Mon, 08 Jul 2024JP¥17.3tJP¥17.0tJP¥1.5t13.7x11.9x1x
Wed, 05 Jun 2024JP¥17.6tJP¥17.0tJP¥1.5t12.9x12.2x1x
Fri, 03 May 2024JP¥18.3tJP¥16.8tJP¥1.3t12.6x13.7x1.1x
Sun, 31 Mar 2024JP¥19.0tJP¥16.7tJP¥1.3t13.3x14.8x1.1x
Tue, 27 Feb 2024JP¥19.2tJP¥16.7tJP¥1.3t12.9x14.9x1.1x
Thu, 25 Jan 2024JP¥18.6tJP¥16.6tJP¥1.2t13.8x15.9x1.1x
Sat, 23 Dec 2023JP¥18.2tJP¥16.6tJP¥1.2t13.2x15.6x1.1x
Mon, 20 Nov 2023JP¥18.1tJP¥16.6tJP¥1.2t13.8x15.5x1.1x
Wed, 18 Oct 2023JP¥17.4tJP¥16.3tJP¥1.1t12.4x16.3x1.1x
Fri, 15 Sep 2023JP¥19.5tJP¥16.3tJP¥1.1t13x18.3x1.2x
Sun, 13 Aug 2023JP¥18.7tJP¥16.3tJP¥1.1t13x17.5x1.1x
Tue, 11 Jul 2023JP¥17.7tJP¥15.7tJP¥951.9b14.6x18.6x1.1x
Thu, 08 Jun 2023JP¥17.7tJP¥15.7tJP¥952.0b14.2x18.6x1.1x
Sat, 06 May 2023JP¥17.6tJP¥15.3tJP¥963.8b12.6x18.2x1.1x
Mon, 03 Apr 2023JP¥16.2tJP¥14.8tJP¥746.8b12.2x21.6x1.1x
Wed, 01 Mar 2023JP¥15.6tJP¥14.8tJP¥740.5b12.7x21x1.1x
Price to Earnings Ratio

21x


Total Market Cap: JP¥15.6tTotal Earnings: JP¥740.5bTotal Revenue: JP¥14.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Transportation Industry Price to Earnings3Y Average 13.5x202420252026
Current Industry PE
  • Investors are pessimistic on the Japanese Transportation 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 11.7x which is lower than its 3-year average PE of 13.6x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have grown 35% per year over the last three years.
  • Revenues for these companies have grown 9.4% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

JP Market-0.13%
Industrials-0.028%
Transportation-0.27%
Cargo Ground Transportation1.69%
Railroads-0.41%
Trucking-0.61%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 14.9x.
    • Analysts are expecting annual earnings growth of 6.6%, which is higher than its past year's earnings growth of 5.4% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading below its 3-year average of 10.2x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 6.6% over the next 5 years.
  • This is better than its past earnings growth rate of 5.4% per year.
  • In contrast, the Railroads industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
9024 Seibu HoldingsJP¥4.63k3.9%
+JP¥43.7b		51.3%PE5.9x
9009 Keisei Electric RailwayJP¥1.33k2.5%
+JP¥15.9b		-9.6%PE12.4x
9076 Seino HoldingsJP¥2.61k3.5%
+JP¥13.0b		17.4%PE16.6x
9075 Fukuyama TransportingJP¥5.45k5.2%
+JP¥9.8b		51.8%PE14.8x
9001 Tobu RailwayJP¥3.06k1.6%
+JP¥9.2b		20.0%PE10.5x

Latest News

9022
JP¥4,623.00
Central Japan Railway
7D
-0.5%
1Y
60.7%
9005
JP¥1,930.50
Tokyu
7D
-1.7%
1Y
15.3%

9005: Share Buybacks And Rising Dividends Will Drive Future Shareholder Returns

Analysts have trimmed their price target for Tokyu from about ¥2,605 to roughly ¥2,477, reflecting slightly more cautious assumptions on revenue growth, profit margins, and future P/E, while also applying a somewhat lower discount rate. What's in the News Tokyu issued consolidated earnings guidance for the fiscal year ending March 31, 2026, with operating revenue of ¥1,088,000 million, operating profit of ¥106,000 million, profit attributable to owners of parent of ¥117,600 million, and net income per share of ¥146.88 (Corporate Guidance).
9075
JP¥5,450.00
Fukuyama Transporting
7D
5.2%
1Y
51.8%
9028
JP¥3,675.00
ZERO
7D
9.2%
1Y
48.4%
9007
JP¥1,744.00
Odakyu Electric Railway
7D
1.3%
1Y
20.3%
9024
JP¥4,629.00
Seibu Holdings
7D
3.9%
1Y
51.3%

Earnings Miss: Seibu Holdings Inc. Missed EPS By 9.5% And Analysts Are Revising Their Forecasts

Feb 14
Earnings Miss: Seibu Holdings Inc. Missed EPS By 9.5% And Analysts Are Revising Their Forecasts
9041
JP¥3,300.00
Kintetsu Group HoldingsLtd
7D
-2.3%
1Y
0%
9076
JP¥2,606.50
Seino Holdings
7D
3.5%
1Y
17.4%

Seino Holdings Co., Ltd. (TSE:9076) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Feb 13
Seino Holdings Co., Ltd. (TSE:9076) Just Released Its Third-Quarter Earnings: Here's What Analysts Think
9142
JP¥3,893.00
Kyushu Railway
7D
-3.4%
1Y
8.7%

Kyushu Railway Company Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Feb 12
Kyushu Railway Company Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
9008
JP¥4,122.00
Keio
7D
1.1%
1Y
7.7%

The Keio Corporation (TSE:9008) Third-Quarter Results Are Out And Analysts Have Published New Forecasts

Feb 11
The Keio Corporation (TSE:9008) Third-Quarter Results Are Out And Analysts Have Published New Forecasts
9021
JP¥3,279.00
West Japan Railway
7D
-2.6%
1Y
10.9%
9072
JP¥3,885.00
NIKKON HoldingsLtd
7D
-1.6%
1Y
68.9%
9001
JP¥3,058.00
Tobu Railway
7D
1.6%
1Y
20.0%

Tobu Railway (TSE:9001) Is Increasing Its Dividend To ¥35.00

Feb 06
Tobu Railway (TSE:9001) Is Increasing Its Dividend To ¥35.00
9023
JP¥1,660.00
Tokyo Metro
7D
-3.2%
1Y
-6.7%
9009
JP¥1,331.00
Keisei Electric Railway
7D
2.5%
1Y
-9.6%
9042
JP¥4,557.00
Hankyu Hanshin Holdings
7D
-1.4%
1Y
24.9%