Announcement • May 30
Mitsubishi Logistics Corporation Announces Organizational Reforms Mitsubishi 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”. Announcement • May 18
Mitsubishi Logistics Corporation to Report Q2, 2027 Results on Oct 30, 2026 Mitsubishi Logistics Corporation announced that they will report Q2, 2027 results at 3:30 PM, Tokyo Standard Time on Oct 30, 2026 Announcement • May 17
Mitsubishi Logistics Corporation to Report Q1, 2027 Results on Jul 31, 2026 Mitsubishi Logistics Corporation announced that they will report Q1, 2027 results at 3:30 PM, Tokyo Standard Time on Jul 31, 2026 Announcement • Apr 30
Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026 Mitsubishi Logistics Corporation, Annual General Meeting, Jun 26, 2026. Announcement • Feb 27
Mitsubishi 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. Announcement • Jan 30
Mitsubishi Logistics Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026 Mitsubishi 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. Announcement • Dec 13
Mitsubishi Logistics Corporation to Report Fiscal Year 2026 Results on Apr 30, 2026 Mitsubishi Logistics Corporation announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on Apr 30, 2026 Announcement • Apr 30
Mitsubishi Logistics Corporation, Annual General Meeting, Jun 27, 2025 Mitsubishi Logistics Corporation, Annual General Meeting, Jun 27, 2025. Announcement • Apr 01
Mitsubishi Logistics Corporation(TSE:9301) dropped from Nikkei 225 Index Mistusbishi logistics Corporation has been dropped from the Nikkei 225 Index. Announcement • Mar 04
Mitsubishi Logistics Corporation to Report Fiscal Year 2025 Results on Apr 30, 2025 Mitsubishi Logistics Corporation announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Apr 30, 2025 Announcement • Dec 03
Mitsubishi Logistics Corporation to Report Q3, 2025 Results on Jan 31, 2025 Mitsubishi Logistics Corporation announced that they will report Q3, 2025 results on Jan 31, 2025 Reported Earnings • Nov 01
Second quarter 2025 earnings released Second 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 3.8% growth forecast for the Infrastructure industry in Europe. 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 9% per year, which means it is significantly lagging earnings growth. New Risk • Oct 29
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. Cash payout ratio: 406% Dividend yield: 15% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 9.0% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (406% cash payout ratio). Large one-off items impacting financial results. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥80.00 per share Eligible 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 German dividend payers (4.7%). Lower than average of industry peers (3.6%). Announcement • Aug 28
Mitsubishi Logistics Corporation to Report Q2, 2025 Results on Oct 31, 2024 Mitsubishi Logistics Corporation announced that they will report Q2, 2025 results on Oct 31, 2024 Reported Earnings • Aug 02
First 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 4.3% growth forecast for the Infrastructure industry in Europe. 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 7% per year. Announcement • Jun 06
Mitsubishi Logistics Corporation to Report Q1, 2025 Results on Jul 31, 2024 Mitsubishi Logistics Corporation announced that they will report Q1, 2025 results on Jul 31, 2024 Announcement • May 25
Mitsubishi 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. Announcement • May 16
Senko Group Responses Rumors to Acquire Logistics Subsidiary from Mitsubishi Electric SENKO 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 01
Full year 2024 earnings released: EPS: JP¥359 (vs JP¥342 in FY 2023) Full 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 is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Infrastructure industry in Europe. 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 8% per year, which means it is well ahead of earnings. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥60.00 per share Eligible 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 German dividend payers (4.9%). Lower than average of industry peers (3.7%). Announcement • Mar 02
Mitsubishi Logistics Corporation to Report Fiscal Year 2024 Results on Apr 30, 2024 Mitsubishi Logistics Corporation announced that they will report fiscal year 2024 results on Apr 30, 2024 Reported Earnings • Feb 02
Third 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 4.1% growth forecast for the Infrastructure industry in Europe. 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 5% per year, which means it is well ahead of earnings. Announcement • Dec 08
Mitsubishi Logistics Corporation to Report Q3, 2024 Results on Jan 31, 2024 Mitsubishi Logistics Corporation announced that they will report Q3, 2024 results on Jan 31, 2024 Reported Earnings • Nov 02
Second 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 4.5% growth forecast for the Infrastructure industry in Europe. 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 3% per year, which means it is well ahead of earnings. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥50.00 per share at 2.4% yield Eligible 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 German dividend payers (4.8%). Lower than average of industry peers (3.2%). Announcement • Aug 31
Mitsubishi Logistics Corporation to Report Q2, 2024 Results on Oct 31, 2023 Mitsubishi Logistics Corporation announced that they will report Q2, 2024 results on Oct 31, 2023 Reported Earnings • Aug 01
First 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 Europe are expected to grow by 4.6%. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 1% per year. Announcement • Aug 01
Mitsubishi 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. Announcement • Jun 10
Mitsubishi Logistics Corporation to Report Q1, 2024 Results on Jul 31, 2023 Mitsubishi Logistics Corporation announced that they will report Q1, 2024 results on Jul 31, 2023 Reported Earnings • Apr 30
Full year 2023 earnings released: EPS: JP¥342 (vs JP¥219 in FY 2022) Full 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 is expected to decline by 8.1% p.a. on average during the next 2 years, while revenues in the Infrastructure industry in Europe are expected to grow by 5.8%. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 3% per year. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥45.00 per share at 2.9% yield Eligible 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 German dividend payers (4.7%). In line with average of industry peers (3.2%). Reported Earnings • Feb 02
Third 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 Europe are expected to grow by 6.2%. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Announcement • Nov 30
Mitsubishi Logistics Corporation to Report Q3, 2023 Results on Jan 31, 2023 Mitsubishi Logistics Corporation announced that they will report Q3, 2023 results on Jan 31, 2023 Reported Earnings • Nov 18
Second 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 Europe are expected to grow by 6.4%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Reported Earnings • Nov 02
Second 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 Europe are expected to grow by 6.7%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥41.00 per share Eligible 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 German dividend payers (5.1%). Lower than average of industry peers (3.1%). Announcement • Sep 01
Mitsubishi Logistics Corporation to Report Q2, 2023 Results on Oct 31, 2022 Mitsubishi Logistics Corporation announced that they will report Q2, 2023 results on Oct 31, 2022 Announcement • Aug 11
Mitsubishi Logistics Corporation (TSE:9301) acquired a 13.63% stake in Indo Trans Logistics Corporation from Templeton Strategic Emerging Markets Fund IV, managed by Templeton Asset Management Ltd. Mitsubishi Logistics Corporation (TSE:9301) acquired a 13.63% stake in Indo Trans Logistics Corporation from Templeton Strategic Emerging Markets Fund IV, managed by Templeton Asset Management Ltd. on August 9, 2022. Mark Webster and Huong Trinh of BDA Partners Pte Ltd acted as financial advisor to Templeton Asset Management Ltd.
Mitsubishi Logistics Corporation (TSE:9301) completed the acquisition of a 13.63% stake in Indo Trans Logistics Corporation from Templeton Strategic Emerging Markets Fund IV, managed by Templeton Asset Management Ltd. on August 9, 2022. Reported Earnings • Jul 31
First 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 19% growth forecast for the industry in Germany. 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 4% per year, which means it is significantly lagging earnings growth. Announcement • Jun 01
Mitsubishi Logistics Corporation to Report Q1, 2023 Results on Jul 29, 2022 Mitsubishi Logistics Corporation announced that they will report Q1, 2023 results on Jul 29, 2022 Announcement • May 02
Mitsubishi Logistics Corporation, Annual General Meeting, Jun 29, 2022 Mitsubishi Logistics Corporation, Annual General Meeting, Jun 29, 2022. Reported Earnings • Apr 30
Full year 2022 earnings released: EPS: JP¥219 (vs JP¥462 in FY 2021) Full 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. Over the next year, revenue is expected to shrink by 5.7% compared to a 30% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Announcement • Apr 08
Mitsubishi Logistics Corporation to Report Fiscal Year 2022 Results on Apr 28, 2022 Mitsubishi Logistics Corporation announced that they will report fiscal year 2022 results on Apr 28, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥39.00 per share Eligible 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 German dividend payers (3.6%). Lower than average of industry peers (3.1%). Reported Earnings • Feb 02
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third 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. Over the next year, revenue is expected to shrink by 2.3% compared to a 29% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Reported Earnings • Oct 30
Second 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 5% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥39.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.7%). Reported Earnings • Aug 04
First 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 04
Full 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. Announcement • May 01
Mitsubishi Logistics Corporation (TSE:9301) announces an Equity Buyback for 2,000,000 shares, representing 2.42% for ¥5,000 million. Mitsubishi Logistics Corporation (TSE:9301) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 2.42% of its share capital for ¥5,000 million. The purpose of the program is to implement a flexible acquisition of treasury stock in order to further enhance shareholder returns. The share repurchase program will run until September 30, 2021. As of March 31, 2021, the company had 82,697,673 shares outstanding (excluding treasury shares) and 5,263,066 shares in treasury. Upcoming Dividend • Mar 24
Upcoming dividend of JP¥30.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (3.9%). Announcement • Mar 04
Mitsubishi Logistics Corporation to Report Fiscal Year 2021 Results on Apr 30, 2021 Mitsubishi Logistics Corporation announced that they will report fiscal year 2021 results on Apr 30, 2021 Is New 90 Day High Low • Feb 25
New 90-day high: €26.40 The company is up 8.0% from its price of €24.40 on 27 November 2020. The German market is also up 8.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Infrastructure industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.03 per share. Reported Earnings • Feb 04
Third 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 9% per year, which means it is significantly lagging earnings growth. Analyst Estimate Surprise Post Earnings • Feb 04
Revenue misses expectations Revenue missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 4.8% compared to a 6.5% decline forecast for the Infrastructure industry in Germany. Announcement • Dec 05
Mitsubishi Logistics Corporation to Report Q3, 2021 Results on Jan 29, 2021 Mitsubishi Logistics Corporation announced that they will report Q3, 2021 results on Jan 29, 2021 Reported Earnings • Nov 17
Second quarter 2021 earnings released: EPS JP¥336 The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥51.1b (down 11% from 2Q 2020). Net income: JP¥28.8b (up JP¥24.9b from 2Q 2020). Profit margin: 56% (up from 6.9% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Analyst Estimate Surprise Post Earnings • Nov 17
Revenue misses expectations Revenue missed analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 2.4% compared to a 5.8% decline forecast for the Infrastructure industry in Germany. Is New 90 Day High Low • Nov 12
New 90-day high: €26.20 The company is up 10.0% from its price of €23.80 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Infrastructure industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.19 per share. Analyst Estimate Surprise Post Earnings • Nov 03
Revenue misses expectations Revenue missed analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 2.4% compared to a 4.9% decline forecast for the Infrastructure industry in Germany. Reported Earnings • Nov 01
First half earnings released Over the last 12 months the company has reported total profits of JP¥35.3b, up 174% from the prior year. Total revenue was JP¥215.5b over the last 12 months, down 7.2% from the prior year. Announcement • Sep 03
Mitsubishi Logistics Corporation to Report Q2, 2021 Results on Oct 30, 2020 Mitsubishi Logistics Corporation announced that they will report Q2, 2021 results on Oct 30, 2020 Announcement • Jun 28
Mitsubishi Logistics Corporation to Report Q1, 2021 Results on Jul 31, 2020 Mitsubishi Logistics Corporation announced that they will report Q1, 2021 results on Jul 31, 2020