Earnings Update: Nippon Yusen Kabushiki Kaisha (TSE:9101) Just Reported Its Annual Results And Analysts Are Updating Their Forecasts

Investors in Nippon Yusen Kabushiki Kaisha (TSE:9101) had a good week, as its shares rose 3.6% to close at JP¥4,832 following the release of its yearly results. Nippon Yusen Kabushiki Kaisha reported JP¥2.6t in revenue, roughly in line with analyst forecasts, although statutory earnings per share (EPS) of JP¥1,070 beat expectations, being 2.2% higher than what the analysts expected. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

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After the latest results, the consensus from Nippon Yusen Kabushiki Kaisha's eight analysts is for revenues of JP¥2.42t in 2026, which would reflect a measurable 6.6% decline in revenue compared to the last year of performance. Statutory earnings per share are forecast to nosedive 49% to JP¥559 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥2.45t and earnings per share (EPS) of JP¥560 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

See our latest analysis for Nippon Yusen Kabushiki Kaisha

The analysts reconfirmed their price target of JP¥5,140, showing that the business is executing well and in line with expectations. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on Nippon Yusen Kabushiki Kaisha, with the most bullish analyst valuing it at JP¥6,300 and the most bearish at JP¥3,200 per share. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.

Of course, another way to look at these forecasts is to place them into context against the industry itself. These estimates imply that revenue is expected to slow, with a forecast annualised decline of 6.6% by the end of 2026. This indicates a significant reduction from annual growth of 10% over the last five years. Compare this with our data, which suggests that other companies in the same industry are, in aggregate, expected to see their revenue grow 0.1% per year. So although its revenues are forecast to shrink, this cloud does not come with a silver lining - Nippon Yusen Kabushiki Kaisha is expected to lag the wider industry.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

With that in mind, we wouldn't be too quick to come to a conclusion on Nippon Yusen Kabushiki Kaisha. Long-term earnings power is much more important than next year's profits. We have forecasts for Nippon Yusen Kabushiki Kaisha going out to 2028, and you can see them free on our platform here.

We don't want to rain on the parade too much, but we did also find 2 warning signs for Nippon Yusen Kabushiki Kaisha (1 doesn't sit too well with us!) that you need to be mindful of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.