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Japanese (NIKKEI) Transportation Industry Analysis

UpdatedMay 26, 2026
DataAggregated Company Financials
Companies49
  • 7D-1.6%
  • 3M-11.7%
  • 1Y6.7%
  • YTD-8.9%

Over the last 7 days, the Transportation industry has dropped 1.6%, driven by East Japan Railway declining 6.3%. In contrast, NIKKON HoldingsLtd has gained 15%. Over the past 12 months, the industry was up 6.7%. As for the next few years, earnings are expected to grow by 2.3% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 26 May 2026JP¥19.1tJP¥19.2tJP¥1.7t12x11x1x
Thu, 23 Apr 2026JP¥20.0tJP¥19.3tJP¥1.8t12.2x10.9x1x
Sat, 21 Mar 2026JP¥20.2tJP¥19.3tJP¥1.8t12.3x11x1x
Mon, 16 Feb 2026JP¥21.6tJP¥19.3tJP¥1.8t13.1x11.7x1.1x
Wed, 14 Jan 2026JP¥21.2tJP¥19.1tJP¥1.8t12.2x11.5x1.1x
Fri, 12 Dec 2025JP¥20.5tJP¥19.1tJP¥1.8t11.7x11.2x1.1x
Sun, 09 Nov 2025JP¥20.2tJP¥19.0tJP¥1.9t12.6x10.8x1.1x
Tue, 07 Oct 2025JP¥20.7tJP¥18.8tJP¥1.8t13x11.4x1.1x
Thu, 04 Sep 2025JP¥20.7tJP¥18.8tJP¥1.8t13.1x11.4x1.1x
Sat, 02 Aug 2025JP¥19.2tJP¥18.6tJP¥1.8t12.2x10.6x1x
Mon, 30 Jun 2025JP¥18.4tJP¥18.6tJP¥1.8t11.2x10.3x1x
Wed, 28 May 2025JP¥18.2tJP¥18.6tJP¥1.8t10.5x10.1x1x
Fri, 25 Apr 2025JP¥18.0tJP¥17.9tJP¥1.7t10.3x10.4x1x
Sun, 23 Mar 2025JP¥18.4tJP¥17.9tJP¥1.7t11x10.6x1x
Tue, 18 Feb 2025JP¥17.3tJP¥17.9tJP¥1.7t10.4x10x1x
Thu, 16 Jan 2025JP¥16.9tJP¥17.7tJP¥1.7t10.4x10.1x1x
Sat, 14 Dec 2024JP¥17.6tJP¥17.8tJP¥1.7t10.6x10.6x1x
Mon, 11 Nov 2024JP¥18.5tJP¥17.7tJP¥1.7t11.2x11.1x1x
Wed, 09 Oct 2024JP¥17.7tJP¥17.3tJP¥1.6t11.2x11.3x1x
Fri, 06 Sep 2024JP¥17.7tJP¥17.3tJP¥1.6t12.2x11.3x1x
Sun, 04 Aug 2024JP¥16.6tJP¥17.1tJP¥1.5t12.2x10.9x1x
Tue, 02 Jul 2024JP¥17.2tJP¥17.0tJP¥1.5t13.6x11.8x1x
Thu, 30 May 2024JP¥17.5tJP¥17.0tJP¥1.5t12.7x12.1x1x
Sat, 27 Apr 2024JP¥18.1tJP¥16.7tJP¥1.3t13.1x14.1x1.1x
Mon, 25 Mar 2024JP¥19.7tJP¥16.7tJP¥1.3t13.8x15.3x1.2x
Wed, 21 Feb 2024JP¥19.2tJP¥16.7tJP¥1.3t12.9x14.9x1.1x
Fri, 19 Jan 2024JP¥18.9tJP¥16.6tJP¥1.2t13.5x16.2x1.1x
Sun, 17 Dec 2023JP¥18.4tJP¥16.6tJP¥1.2t13.2x15.8x1.1x
Tue, 14 Nov 2023JP¥17.8tJP¥16.6tJP¥1.2t13.6x14.7x1.1x
Thu, 12 Oct 2023JP¥17.6tJP¥16.3tJP¥1.1t12.5x16.5x1.1x
Sat, 09 Sep 2023JP¥19.0tJP¥16.3tJP¥1.1t13.1x17.8x1.2x
Mon, 07 Aug 2023JP¥17.9tJP¥16.0tJP¥1.0t13.6x17.2x1.1x
Wed, 05 Jul 2023JP¥18.0tJP¥15.7tJP¥951.9b14.5x18.9x1.2x
Fri, 02 Jun 2023JP¥17.5tJP¥15.4tJP¥944.5b14.2x18.5x1.1x
Price to Earnings Ratio

18.5x


Total Market Cap: JP¥17.5tTotal Earnings: JP¥944.5bTotal Revenue: JP¥15.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Transportation Industry Price to Earnings3Y Average 12.7x202420252026
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 11.0x which is lower than its 3-year average PE of 12.7x.
  • 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 22% per year over the last three years.
  • Revenues for these companies have grown 7.6% 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 Market3.42%
Industrials0.88%
Transportation-1.56%
Cargo Ground Transportation5.59%
Trucking-0.14%
Railroads-2.25%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 15.4x.
    • Analysts are expecting annual earnings growth of 3.3%, which is lower than the prior year's growth of 11.3% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading close to its 3-year average of 9.9x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 3.3% over the next 5 years.
  • However this is lower than its past earnings growth rate of 11% per year.
  • In contrast, the Trucking industry is expected to see its earnings decline by 2.8% 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
9072 NIKKON HoldingsLtdJP¥6.04k15.5%
+JP¥94.4b		87.4%PE38.6x
9076 Seino HoldingsJP¥2.63k1.5%
+JP¥6.0b		20.2%PE16.7x
9075 Fukuyama TransportingJP¥6.21k1.5%
+JP¥3.1b		89.9%PE15.5x
9028 ZEROJP¥3.71k4.4%
+JP¥2.6b		18.8%PE9.1x
9057 Enshu TruckLtdJP¥3.21k2.1%
+JP¥485.8m		17.5%PE10.6x

Latest News

9076
JP¥2,634.50
Seino Holdings
7D
1.5%
1Y
20.2%
Analysis Article • May 22

Seino Holdings' (TSE:9076) Solid Profits Have Weak Fundamentals

Unsurprisingly, Seino Holdings Co., Ltd.'s ( TSE:9076 ) stock price was strong on the back of its healthy earnings...
9072
JP¥6,040.00
NIKKON HoldingsLtd
7D
15.5%
1Y
87.4%
9036
JP¥1,380.00
Tohbu Network
7D
4.0%
1Y
59.7%
Analysis Article • May 20

We Think That There Are Some Issues For Tohbu Network (TSE:9036) Beyond Its Promising Earnings

The market for Tohbu Network Co., Ltd.'s ( TSE:9036 ) stock was strong after it released a healthy earnings report last...
9035
JP¥737.00
Daiichi Koutsu SangyoLtd
7D
1.2%
1Y
-4.2%
9020
JP¥3,551.00
East Japan Railway
7D
-6.3%
1Y
16.0%
Narrative Update • May 20

9020: Lower Discount Rate Will Likely Fail To Support Future Share Price

Analysts have raised their price target on East Japan Railway from ¥2,900 to ¥3,400, citing updated assumptions for a lower discount rate, slightly different revenue growth expectations, a modestly higher profit margin and a small adjustment to the forward P/E multiple. What's in the News Board meeting scheduled for May 15, 2026 to consider changes in Representative Directors and nominate director candidates for election at the 39th Ordinary General Meeting of Shareholders on June 19, 2026 (Key Developments).
9042
JP¥4,561.00
Hankyu Hanshin Holdings
7D
-7.8%
1Y
15.4%
9022
JP¥3,539.00
Central Japan Railway
7D
-1.9%
1Y
12.0%
9142
JP¥3,484.00
Kyushu Railway
7D
-5.4%
1Y
-10.2%
Analysis Article • May 18

We Think Kyushu Railway's (TSE:9142) Healthy Earnings Might Be Conservative

The market seemed underwhelmed by last week's earnings announcement from Kyushu Railway Company ( TSE:9142 ) despite...
9028
JP¥3,705.00
ZERO
7D
4.4%
1Y
18.8%
9024
JP¥2,924.00
Seibu Holdings
7D
-6.8%
1Y
-20.9%
Analysis Article • May 18

Seibu Holdings Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

It's been a sad week for Seibu Holdings Inc. ( TSE:9024 ), who've watched their investment drop 15% to JP¥3,414 in the...
9057
JP¥3,210.00
Enshu TruckLtd
7D
2.1%
1Y
17.5%
9075
JP¥6,210.00
Fukuyama Transporting
7D
1.5%
1Y
89.9%
9005
JP¥1,600.00
Tokyu
7D
-4.5%
1Y
-5.9%
Analysis Article • May 15

Tokyu Corporation (TSE:9005) Just Reported Yearly Earnings: Have Analysts Changed Their Mind On The Stock?

Tokyu Corporation ( TSE:9005 ) came out with its yearly results last week, and we wanted to see how the business is...
9063
JP¥3,945.00
Okayamaken Freight Transportation
7D
2.2%
1Y
22.3%
9023
JP¥1,466.00
Tokyo Metro
7D
-4.3%
1Y
-21.9%
Analysis Article • May 05

Tokyo Metro (TSE:9023) Strong Profits May Be Masking Some Underlying Issues

Tokyo Metro Co., Ltd.'s ( TSE:9023 ) healthy profit numbers didn't contain any surprises for investors. However the...
9021
JP¥2,632.00
West Japan Railway
7D
-4.5%
1Y
-15.7%