Reported Earnings • May 08
Full year 2026 earnings released: EPS: JP¥198 (vs JP¥158 in FY 2025) Full year 2026 results: EPS: JP¥198 (up from JP¥158 in FY 2025). Revenue: JP¥54.3b (up 2.2% from FY 2025). Net income: JP¥4.59b (up 17% from FY 2025). Profit margin: 8.4% (up from 7.4% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Mar 11
Upcoming dividend of JP¥56.00 per share Eligible shareholders must have bought the stock before 18 March 2026. Payment date: 18 June 2026. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.4%). Reported Earnings • Feb 05
Third quarter 2026 earnings released: EPS: JP¥44.50 (vs JP¥39.63 in 3Q 2025) Third quarter 2026 results: EPS: JP¥44.50 (up from JP¥39.63 in 3Q 2025). Revenue: JP¥14.5b (up 16% from 3Q 2025). Net income: JP¥997.0m (up 1.4% from 3Q 2025). Profit margin: 6.9% (down from 7.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth. New Risk • Jan 16
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.4% average weekly change). Valuation Update With 7 Day Price Move • Jan 14
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥2,466, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 13x in the Construction industry in Japan. Total returns to shareholders of 300% over the past three years. Announcement • Jan 06
Yamato Corporation to Report Q3, 2026 Results on Feb 03, 2026 Yamato Corporation announced that they will report Q3, 2026 results on Feb 03, 2026 New Risk • Nov 07
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.5% 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. This is currently the only risk that has been identified for the company. Reported Earnings • Nov 06
Second quarter 2026 earnings released: EPS: JP¥54.62 (vs JP¥29.96 in 2Q 2025) Second quarter 2026 results: EPS: JP¥54.62 (up from JP¥29.96 in 2Q 2025). Revenue: JP¥12.8b (up 2.3% from 2Q 2025). Net income: JP¥1.27b (up 72% from 2Q 2025). Profit margin: 9.9% (up from 5.9% in 2Q 2025). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year and the company’s share price has also increased by 42% per year. New Risk • Nov 04
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Buy Or Sell Opportunity • Oct 21
Now 20% undervalued Over the last 90 days, the stock has risen 11% to JP¥1,931. The fair value is estimated to be JP¥2,416, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 29%. Announcement • Sep 27
Yamato Corporation to Report Q2, 2026 Results on Nov 04, 2025 Yamato Corporation announced that they will report Q2, 2026 results on Nov 04, 2025 Reported Earnings • Aug 02
First quarter 2026 earnings released: EPS: JP¥36.85 (vs JP¥24.33 in 1Q 2025) First quarter 2026 results: EPS: JP¥36.85 (up from JP¥24.33 in 1Q 2025). Revenue: JP¥13.6b (up 14% from 1Q 2025). Net income: JP¥914.0m (up 50% from 1Q 2025). Profit margin: 6.7% (up from 5.1% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 33% per year. Announcement • Jul 23
Yamato Corporation (TSE:1967) announces an Equity Buyback for 2,800,000 shares, representing 11.29% for ¥4,816 million. Yamato Corporation (TSE:1967) announces a share repurchase program. Under the program, the company will repurchase up to 2,800,000 shares, representing 11.28% of its share capital, for ¥4,816 million. The repurchases will be made at ¥1,720 per share. The purpose of the program is to improve capital efficiency as a shareholder return measure. As of March 20, 2025, the company had 24,804,370 shares in issue and 2,123,282 shares in treasury. Announcement • Jul 13
Yamato Corporation to Report Q1, 2026 Results on Aug 01, 2025 Yamato Corporation announced that they will report Q1, 2026 results on Aug 01, 2025 Reported Earnings • Jun 21
Full year 2025 earnings released: EPS: JP¥158 (vs JP¥58.63 in FY 2024) Full year 2025 results: EPS: JP¥158 (up from JP¥58.63 in FY 2024). Revenue: JP¥53.2b (up 10% from FY 2024). Net income: JP¥3.93b (up 166% from FY 2024). Profit margin: 7.4% (up from 3.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • May 08
Full year 2025 earnings released: EPS: JP¥158 (vs JP¥58.63 in FY 2024) Full year 2025 results: EPS: JP¥158 (up from JP¥58.63 in FY 2024). Revenue: JP¥53.2b (up 10% from FY 2024). Net income: JP¥3.93b (up 166% from FY 2024). Profit margin: 7.4% (up from 3.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 07
Yamato Corporation, Annual General Meeting, Jun 17, 2025 Yamato Corporation, Annual General Meeting, Jun 17, 2025. New Risk • Apr 30
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.1% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.4% average weekly change). Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to JP¥1,191, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 10x in the Construction industry in Japan. Total returns to shareholders of 69% over the past three years. Announcement • Apr 05
Yamato Corporation to Report Fiscal Year 2025 Results on May 07, 2025 Yamato Corporation announced that they will report fiscal year 2025 results on May 07, 2025 Upcoming Dividend • Mar 11
Upcoming dividend of JP¥45.00 per share Eligible shareholders must have bought the stock before 18 March 2025. Payment date: 19 June 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.4%). Reported Earnings • Feb 04
Third quarter 2025 earnings released: EPS: JP¥39.63 (vs JP¥4.40 in 3Q 2024) Third quarter 2025 results: EPS: JP¥39.63 (up from JP¥4.40 in 3Q 2024). Revenue: JP¥12.5b (down 9.7% from 3Q 2024). Net income: JP¥983.0m (up JP¥872.0m from 3Q 2024). Profit margin: 7.9% (up from 0.8% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings. Announcement • Jan 17
Yamato Corporation to Report Q3, 2025 Results on Feb 03, 2025 Yamato Corporation announced that they will report Q3, 2025 results on Feb 03, 2025 New Risk • Jan 03
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.9% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (5.0% average weekly change). Valuation Update With 7 Day Price Move • Dec 24
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥1,394, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 12x in the Construction industry in Japan. Total returns to shareholders of 98% over the past three years. Reported Earnings • Nov 08
Second quarter 2025 earnings released: EPS: JP¥29.95 (vs JP¥7.14 loss in 2Q 2024) Second quarter 2025 results: EPS: JP¥29.95 (up from JP¥7.14 loss in 2Q 2024). Revenue: JP¥12.5b (up 26% from 2Q 2024). Net income: JP¥743.0m (up JP¥923.0m from 2Q 2024). Profit margin: 5.9% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Announcement • Sep 27
Yamato Corporation to Report Q2, 2025 Results on Nov 05, 2024 Yamato Corporation announced that they will report Q2, 2025 results on Nov 05, 2024 Reported Earnings • Aug 07
First quarter 2025 earnings released: EPS: JP¥24.33 (vs JP¥15.37 in 1Q 2024) First quarter 2025 results: EPS: JP¥24.33 (up from JP¥15.37 in 1Q 2024). Revenue: JP¥12.0b (up 13% from 1Q 2024). Net income: JP¥608.0m (up 57% from 1Q 2024). Profit margin: 5.1% (up from 3.7% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. Announcement • Jul 14
Yamato Corporation to Report Q1, 2025 Results on Aug 05, 2024 Yamato Corporation announced that they will report Q1, 2025 results on Aug 05, 2024 Reported Earnings • Jun 23
Full year 2024 earnings released: EPS: JP¥58.63 (vs JP¥72.83 in FY 2023) Full year 2024 results: EPS: JP¥58.63 (down from JP¥72.83 in FY 2023). Revenue: JP¥48.3b (up 8.5% from FY 2023). Net income: JP¥1.48b (down 21% from FY 2023). Profit margin: 3.1% (down from 4.2% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Announcement • May 09
Yamato Corporation, Annual General Meeting, Jun 18, 2024 Yamato Corporation, Annual General Meeting, Jun 18, 2024. Reported Earnings • May 08
Full year 2024 earnings released: EPS: JP¥58.63 (vs JP¥72.83 in FY 2023) Full year 2024 results: EPS: JP¥58.63 (down from JP¥72.83 in FY 2023). Revenue: JP¥48.3b (up 8.5% from FY 2023). Net income: JP¥1.48b (down 21% from FY 2023). Profit margin: 3.1% (down from 4.2% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings. Announcement • Apr 21
Yamato Corporation to Report Fiscal Year 2024 Results on May 07, 2024 Yamato Corporation announced that they will report fiscal year 2024 results on May 07, 2024 Announcement • Mar 12
Yamato Corporation (TSE:1967) announces an Equity Buyback for 550,000 shares, representing 2.18% for ¥450 million. Yamato Corporation (TSE:1967) announces a share repurchase program. Under the program, the company will repurchase up to 550,000 shares, representing 2.18% of its share capital, for ¥450 million. The purpose of the program is to implement flexible capital policies in response to changes in the business environment and to improve shareholder returns and capital efficiency. The share repurchase program will run until December 20, 2024. As of September 20, 2023, the company had 25,219,992 shares in issue and 1,707,660 shares in treasury. Upcoming Dividend • Mar 11
Upcoming dividend of JP¥27.00 per share Eligible shareholders must have bought the stock before 18 March 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 52% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.7%). Reported Earnings • Feb 08
Third quarter 2024 earnings released: EPS: JP¥4.40 (vs JP¥7.13 in 3Q 2023) Third quarter 2024 results: EPS: JP¥4.40 (down from JP¥7.13 in 3Q 2023). Revenue: JP¥13.8b (up 30% from 3Q 2023). Net income: JP¥111.0m (down 39% from 3Q 2023). Profit margin: 0.8% (down from 1.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. Announcement • Dec 28
Yamato Corporation to Report Q3, 2024 Results on Feb 05, 2024 Yamato Corporation announced that they will report Q3, 2024 results on Feb 05, 2024 Reported Earnings • Nov 07
Second quarter 2024 earnings released: JP¥7.14 loss per share (vs JP¥13.06 profit in 2Q 2023) Second quarter 2024 results: JP¥7.14 loss per share (down from JP¥13.06 profit in 2Q 2023). Revenue: JP¥9.94b (up 2.0% from 2Q 2023). Net loss: JP¥180.0m (down 154% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Announcement • Oct 07
Yamato Corporation to Report Q2, 2024 Results on Oct 31, 2023 Yamato Corporation announced that they will report Q2, 2024 results on Oct 31, 2023 Reported Earnings • Aug 08
First quarter 2024 earnings released: EPS: JP¥15.37 (vs JP¥17.66 in 1Q 2023) First quarter 2024 results: EPS: JP¥15.37 (down from JP¥17.66 in 1Q 2023). Revenue: JP¥10.6b (down 6.8% from 1Q 2023). Net income: JP¥388.0m (down 14% from 1Q 2023). Profit margin: 3.7% (down from 4.0% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings. Announcement • Jun 29
Yamato Corporation to Report Q1, 2024 Results on Aug 04, 2023 Yamato Corporation announced that they will report Q1, 2024 results on Aug 04, 2023 Reported Earnings • Jun 21
Full year 2023 earnings released: EPS: JP¥72.83 (vs JP¥107 in FY 2022) Full year 2023 results: EPS: JP¥72.83 (down from JP¥107 in FY 2022). Revenue: JP¥44.5b (down 2.4% from FY 2022). Net income: JP¥1.87b (down 32% from FY 2022). Profit margin: 4.2% (down from 6.0% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings. Reported Earnings • May 09
Full year 2023 earnings released: EPS: JP¥80.67 (vs JP¥107 in FY 2022) Full year 2023 results: EPS: JP¥80.67 (down from JP¥107 in FY 2022). Revenue: JP¥44.6b (down 2.2% from FY 2022). Net income: JP¥2.07b (down 25% from FY 2022). Profit margin: 4.6% (down from 6.0% in FY 2022). 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 16% per year, which means it is well ahead of earnings. Upcoming Dividend • Mar 10
Upcoming dividend of JP¥25.00 per share at 2.8% yield Eligible shareholders must have bought the stock before 17 March 2023. Payment date: 16 June 2023. Payout ratio is a comfortable 41% but the company is paying out more than the cash it is generating. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (3.3%). Reported Earnings • Feb 01
Third quarter 2023 earnings released: EPS: JP¥7.13 (vs JP¥27.99 in 3Q 2022) Third quarter 2023 results: EPS: JP¥7.13 (down from JP¥27.99 in 3Q 2022). Revenue: JP¥10.7b (down 8.3% from 3Q 2022). Net income: JP¥183.0m (down 75% from 3Q 2022). Profit margin: 1.7% (down from 6.2% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year and the company’s share price has also fallen by 3% per year. Announcement • Dec 29
Yamato Corporation to Report Q3, 2023 Results on Jan 25, 2023 Yamato Corporation announced that they will report Q3, 2023 results on Jan 25, 2023 Announcement • Dec 10
Yamato Corporation (TSE:1967) announces an Equity Buyback for 600,000 shares, representing 2.34% for ¥350 million. Yamato Corporation (TSE:1967) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 2.34% of its share capital, for ¥350 million. The purpose of the program is to implement a flexible capital policy that responds to changes in the business environment and improve shareholder returns and capital efficiency. The share repurchase program will run until June 30, 2023. As of September 20, 2022, the company had 25,655,355 shares in issue and 1,272,297 shares in treasury. Reported Earnings • Oct 27
Second quarter 2023 earnings released: EPS: JP¥13.06 (vs JP¥30.17 in 2Q 2022) Second quarter 2023 results: EPS: JP¥13.06 (down from JP¥30.17 in 2Q 2022). Revenue: JP¥9.75b (down 18% from 2Q 2022). Net income: JP¥335.0m (down 57% from 2Q 2022). Profit margin: 3.4% (down from 6.5% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 1% per year. Announcement • Sep 03
Yamato Corporation to Report Q2, 2023 Results on Oct 26, 2022 Yamato Corporation announced that they will report Q2, 2023 results on Oct 26, 2022 Reported Earnings • Jul 30
First quarter 2023 earnings released: EPS: JP¥17.66 (vs JP¥25.53 in 1Q 2022) First quarter 2023 results: EPS: JP¥17.66 (down from JP¥25.53 in 1Q 2022). Revenue: JP¥11.4b (up 10% from 1Q 2022). Net income: JP¥453.0m (down 31% from 1Q 2022). Profit margin: 4.0% (down from 6.3% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year. Announcement • Jul 01
Yamato Corporation to Report Q1, 2023 Results on Jul 27, 2022 Yamato Corporation announced that they will report Q1, 2023 results on Jul 27, 2022 Reported Earnings • Jun 20
Full year 2022 earnings released: EPS: JP¥107 (vs JP¥88.94 in FY 2021) Full year 2022 results: EPS: JP¥107 (up from JP¥88.94 in FY 2021). Revenue: JP¥45.6b (up 4.1% from FY 2021). Net income: JP¥2.76b (up 21% from FY 2021). Profit margin: 6.0% (up from 5.2% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Apr 30
Full year 2022 earnings released: EPS: JP¥107 (vs JP¥88.94 in FY 2021) Full year 2022 results: EPS: JP¥107 (up from JP¥88.94 in FY 2021). Revenue: JP¥45.6b (up 4.1% from FY 2021). Net income: JP¥2.76b (up 21% from FY 2021). Profit margin: 6.0% (up from 5.2% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Mar 10
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 17 March 2022. Payment date: 16 June 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.4%). Announcement • Feb 20
Yamato Corporation to Report Fiscal Year 2022 Results on Apr 27, 2022 Yamato Corporation announced that they will report fiscal year 2022 results on Apr 27, 2022 Reported Earnings • Jan 28
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥27.99 (up from JP¥16.37 in 3Q 2021). Revenue: JP¥11.6b (up 20% from 3Q 2021). Net income: JP¥718.0m (up 71% from 3Q 2021). Profit margin: 6.2% (up from 4.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Oct 28
Second quarter 2022 earnings released: EPS JP¥30.17 (vs JP¥15.91 in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥12.0b (up 27% from 2Q 2021). Net income: JP¥774.0m (up 89% from 2Q 2021). Profit margin: 6.5% (up from 4.3% in 2Q 2021). The increase in margin was driven by higher revenue. 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 9% per year, which means it is well ahead of earnings. Reported Earnings • Jul 30
First quarter 2022 earnings released: EPS JP¥25.53 (vs JP¥23.09 in 1Q 2021) The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥10.3b (down 2.9% from 1Q 2021). Net income: JP¥655.0m (up 9.9% from 1Q 2021). Profit margin: 6.3% (up from 5.6% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Reported Earnings • Jun 20
Full year 2021 earnings released: EPS JP¥88.94 (vs JP¥92.25 in FY 2020) The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2021 results: Revenue: JP¥43.8b (down 15% from FY 2020). Net income: JP¥2.29b (down 4.6% from FY 2020). Profit margin: 5.2% (up from 4.7% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Reported Earnings • Apr 29
Full year 2021 earnings released: EPS JP¥88.94 (vs JP¥92.25 in FY 2020) The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2021 results: Revenue: JP¥43.8b (down 15% from FY 2020). Net income: JP¥2.29b (down 4.6% from FY 2020). Profit margin: 5.2% (up from 4.7% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 3% per year. Upcoming Dividend • Mar 11
Upcoming Dividend of JP¥15.00 Per Share Will be paid on the 17th of June to those who are registered shareholders by the 18th of March. The trailing yield of 2.2% is below the top quartile of Japanese dividend payers (2.8%), and is lower than industry peers (2.8%). Announcement • Mar 06
Yamato Corporation to Report Fiscal Year 2021 Results on Apr 27, 2021 Yamato Corporation announced that they will report fiscal year 2021 results on Apr 27, 2021 Is New 90 Day High Low • Feb 17
New 90-day low: JP¥683 The company is down 7.0% from its price of JP¥734 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 8.0% over the same period. Reported Earnings • Jan 28
Third quarter 2021 earnings released: EPS JP¥16.37 (vs JP¥27.86 in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥9.69b (down 26% from 3Q 2020). Net income: JP¥420.0m (down 42% from 3Q 2020). Profit margin: 4.3% (down from 5.5% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 9% per year. Announcement • Dec 30
Yamato Corporation to Report Q3, 2021 Results on Jan 27, 2021 Yamato Corporation announced that they will report Q3, 2021 results on Jan 27, 2021 Is New 90 Day High Low • Dec 04
New 90-day high: JP¥776 The company is up 24% from its price of JP¥627 on 04 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 1.0% over the same period. Announcement • Oct 08
Yamato Corporation to Report Q2, 2021 Results on Oct 28, 2020 Yamato Corporation announced that they will report Q2, 2021 results on Oct 28, 2020