Announcement • May 29
Yasuda Logistics Corporation to Report Q1, 2027 Results on Aug 04, 2026 Yasuda Logistics Corporation announced that they will report Q1, 2027 results on Aug 04, 2026 Reported Earnings • May 09
Full year 2026 earnings released: EPS: JP¥232 (vs JP¥96.74 in FY 2025) Full year 2026 results: EPS: JP¥232 (up from JP¥96.74 in FY 2025). Revenue: JP¥80.0b (up 6.5% from FY 2025). Net income: JP¥6.73b (up 140% from FY 2025). Profit margin: 8.4% (up from 3.7% in FY 2025). Over the last 3 years on average, earnings per share has increased by 33% per year and the company’s share price has also increased by 33% per year. Announcement • May 09
Yasuda Logistics Corporation to Report Fiscal Year 2026 Results on May 08, 2026 Yasuda Logistics Corporation announced that they will report fiscal year 2026 results on May 08, 2026 Announcement • May 08
Yasuda Logistics Corporation, Annual General Meeting, Jun 25, 2026 Yasuda Logistics Corporation, Annual General Meeting, Jun 25, 2026. Announcement • Apr 23
Yasuda Logistics Corporation (TSE:9324) completed the acquisition of Toyamaken Toratsuku K.K. Yasuda Logistics Corporation (TSE:9324) acquired Toyamaken Toratsuku K.K. on April 21, 2026.
Yasuda Logistics Corporation (TSE:9324) completed the acquisition of Toyamaken Toratsuku K.K. on April 21, 2026. Announcement • Apr 22
Yasuda Logistics Corporation (TSE:9324) acquired KENTORA Co.Ltd. Yasuda Logistics Corporation (TSE:9324) acquired KENTORA Co.Ltd. on April 21, 2026. On completion, KENTORA Co.Ltd. will be integrated into the group.
Yasuda Logistics Corporation (TSE:9324) completed the acquisition of KENTORA Co.Ltd. on April 21, 2026. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥39.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 37% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%). Reported Earnings • Feb 05
Third quarter 2026 earnings released: EPS: JP¥45.32 (vs JP¥24.93 in 3Q 2025) Third quarter 2026 results: EPS: JP¥45.32 (up from JP¥24.93 in 3Q 2025). Revenue: JP¥20.2b (up 5.9% from 3Q 2025). Net income: JP¥1.31b (up 82% from 3Q 2025). Profit margin: 6.5% (up from 3.8% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Feb 03
Now 27% overvalued after recent price rise Over the last 90 days, the stock has risen 8.9% to JP¥2,335. The fair value is estimated to be JP¥1,836, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 6.1%. Buy Or Sell Opportunity • Dec 12
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 7.2% to JP¥2,249. The fair value is estimated to be JP¥1,847, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 6.1%. Declared Dividend • Dec 05
First half dividend of JP¥29.00 announced Shareholders will receive a dividend of JP¥29.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 3.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Announcement • Nov 29
Yasuda Logistics Corporation to Report Q3, 2026 Results on Feb 03, 2026 Yasuda Logistics Corporation announced that they will report Q3, 2026 results on Feb 03, 2026 Buy Or Sell Opportunity • Nov 25
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 5.5% to JP¥2,224. The fair value is estimated to be JP¥1,852, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 6.1%. Reported Earnings • Nov 07
Second quarter 2026 earnings released: EPS: JP¥38.77 (vs JP¥32.11 in 2Q 2025) Second quarter 2026 results: EPS: JP¥38.77 (up from JP¥32.11 in 2Q 2025). Revenue: JP¥19.7b (up 6.6% from 2Q 2025). Net income: JP¥1.12b (up 21% from 2Q 2025). Profit margin: 5.7% (up from 5.0% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥29.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.6%). Announcement • Sep 17
Yasuda Logistics Corporation to Report Q2, 2026 Results on Nov 05, 2025 Yasuda Logistics Corporation announced that they will report Q2, 2026 results on Nov 05, 2025 Reported Earnings • Aug 05
First quarter 2026 earnings released: EPS: JP¥21.27 (vs JP¥14.12 in 1Q 2025) First quarter 2026 results: EPS: JP¥21.27 (up from JP¥14.12 in 1Q 2025). Revenue: JP¥20.5b (up 16% from 1Q 2025). Net income: JP¥616.0m (up 51% from 1Q 2025). Profit margin: 3.0% (up from 2.3% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 30% per year, which means it is well ahead of earnings. Board Change • Jul 11
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Katsuyuki Toyama was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Declared Dividend • Jul 09
Final dividend of JP¥29.00 announced Shareholders will receive a dividend of JP¥29.00. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 2.7%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend. Reported Earnings • Jun 30
Full year 2025 earnings released: EPS: JP¥96.74 (vs JP¥79.48 in FY 2024) Full year 2025 results: EPS: JP¥96.74 (up from JP¥79.48 in FY 2024). Revenue: JP¥75.1b (up 12% from FY 2024). Net income: JP¥2.80b (up 22% from FY 2024). Profit margin: 3.7% (up from 3.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings. Announcement • Jun 03
Yasuda Logistics Corporation to Report Q1, 2026 Results on Aug 04, 2025 Yasuda Logistics Corporation announced that they will report Q1, 2026 results on Aug 04, 2025 Reported Earnings • May 08
Full year 2025 earnings released: EPS: JP¥96.74 (vs JP¥79.48 in FY 2024) Full year 2025 results: EPS: JP¥96.74 (up from JP¥79.48 in FY 2024). Revenue: JP¥75.1b (up 12% from FY 2024). Net income: JP¥2.80b (up 22% from FY 2024). Profit margin: 3.7% (up from 3.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings. Announcement • May 07
Yasuda Logistics Corporation, Annual General Meeting, Jun 26, 2025 Yasuda Logistics Corporation, Annual General Meeting, Jun 26, 2025. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.9%). Announcement • Mar 03
Yasuda Logistics Corporation to Report Fiscal Year 2025 Results on May 07, 2025 Yasuda Logistics Corporation announced that they will report fiscal year 2025 results on May 07, 2025 Reported Earnings • Feb 05
Third quarter 2025 earnings released: EPS: JP¥24.93 (vs JP¥18.26 in 3Q 2024) Third quarter 2025 results: EPS: JP¥24.93 (up from JP¥18.26 in 3Q 2024). Revenue: JP¥19.1b (up 9.7% from 3Q 2024). Net income: JP¥722.0m (up 37% from 3Q 2024). Profit margin: 3.8% (up from 3.0% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings. Announcement • Jan 03
Yasuda Logistics Corporation to Report Q3, 2025 Results on Feb 04, 2025 Yasuda Logistics Corporation announced that they will report Q3, 2025 results on Feb 04, 2025 Reported Earnings • Nov 03
Second quarter 2025 earnings released: EPS: JP¥32.11 (vs JP¥24.55 in 2Q 2024) Second quarter 2025 results: EPS: JP¥32.11 (up from JP¥24.55 in 2Q 2024). Revenue: JP¥18.5b (up 12% from 2Q 2024). Net income: JP¥930.0m (up 31% from 2Q 2024). Profit margin: 5.0% (up from 4.3% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.2%). Announcement • Aug 27
Yasuda Logistics Corporation to Report Q2, 2025 Results on Nov 01, 2024 Yasuda Logistics Corporation announced that they will report Q2, 2025 results on Nov 01, 2024 Reported Earnings • Aug 07
First quarter 2025 earnings released: EPS: JP¥14.02 (vs JP¥16.02 in 1Q 2024) First quarter 2025 results: EPS: JP¥14.02 (down from JP¥16.02 in 1Q 2024). Revenue: JP¥17.6b (up 7.8% from 1Q 2024). Net income: JP¥406.0m (down 13% from 1Q 2024). Profit margin: 2.3% (down from 2.8% in 1Q 2024). The decrease in margin was driven by higher expenses. 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 15% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to JP¥1,322, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 13x in the Logistics industry in Japan. Total returns to shareholders of 49% over the past three years. New Risk • Aug 02
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 5.5% 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 Risks Debt is not well covered by operating cash flow (7.6% operating cash flow to total debt). Earnings have declined by 5.2% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.5% average weekly change). Announcement • Jun 28
Yasuda Logistics Corporation to Report Q1, 2025 Results on Aug 02, 2024 Yasuda Logistics Corporation announced that they will report Q1, 2025 results on Aug 02, 2024 New Risk • Jun 12
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 5.5% 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 Risks Debt is not well covered by operating cash flow (7.6% operating cash flow to total debt). Earnings have declined by 5.2% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.5% average weekly change). Valuation Update With 7 Day Price Move • Jun 10
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to JP¥1,783, the stock trades at a trailing P/E ratio of 22.4x. Average trailing P/E is 13x in the Logistics industry in Japan. Total returns to shareholders of 104% over the past three years. Announcement • May 09
Yasuda Logistics Corporation, Annual General Meeting, Jun 26, 2024 Yasuda Logistics Corporation, Annual General Meeting, Jun 26, 2024. Reported Earnings • May 08
Full year 2024 earnings released: EPS: JP¥79.48 (vs JP¥77.51 in FY 2023) Full year 2024 results: EPS: JP¥79.48 (up from JP¥77.51 in FY 2023). Revenue: JP¥67.4b (up 13% from FY 2023). Net income: JP¥2.30b (up 2.5% from FY 2023). Profit margin: 3.4% (down from 3.8% 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 11% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥13.50 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 37% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.9%). Announcement • Mar 02
Yasuda Logistics Corporation to Report Fiscal Year 2024 Results on May 07, 2024 Yasuda Logistics Corporation announced that they will report fiscal year 2024 results on May 07, 2024 Reported Earnings • Feb 04
Third quarter 2024 earnings released: EPS: JP¥18.26 (vs JP¥14.67 in 3Q 2023) Third quarter 2024 results: EPS: JP¥18.26 (up from JP¥14.67 in 3Q 2023). Revenue: JP¥17.4b (up 10% from 3Q 2023). Net income: JP¥529.0m (up 25% from 3Q 2023). Profit margin: 3.0% (up from 2.7% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings. Announcement • Nov 29
Yasuda Logistics Corporation to Report Q3, 2024 Results on Feb 02, 2024 Yasuda Logistics Corporation announced that they will report Q3, 2024 results on Feb 02, 2024 Reported Earnings • Nov 04
Second quarter 2024 earnings released: EPS: JP¥24.55 (vs JP¥30.90 in 2Q 2023) Second quarter 2024 results: EPS: JP¥24.55 (down from JP¥30.90 in 2Q 2023). Revenue: JP¥16.5b (up 8.7% from 2Q 2023). Net income: JP¥711.0m (down 21% from 2Q 2023). Profit margin: 4.3% (down from 5.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Announcement • Sep 28
Yasuda Logistics Corporation to Report Q2, 2024 Results on Nov 02, 2023 Yasuda Logistics Corporation announced that they will report Q2, 2024 results on Nov 02, 2023 Upcoming Dividend • Sep 21
Upcoming dividend of JP¥13.50 per share at 2.5% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (2.6%). Reported Earnings • Aug 08
First quarter 2024 earnings released: EPS: JP¥16.02 (vs JP¥17.75 in 1Q 2023) First quarter 2024 results: EPS: JP¥16.02 (down from JP¥17.75 in 1Q 2023). Revenue: JP¥16.4b (up 14% from 1Q 2023). Net income: JP¥464.0m (down 9.7% from 1Q 2023). Profit margin: 2.8% (down from 3.6% in 1Q 2023). The decrease in margin was driven by higher 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 3% per year, which means it is well ahead of earnings. Announcement • Jun 10
Yasuda Logistics Corporation (TSE:9324) signed a business acquisition agreement to acquire Worldgate Express Lines Pte Ltd and Worldgate Express Lines International Pvt Ltd Yasuda Logistics Corporation (TSE:9324) signed a business acquisition agreement to acquire Worldgate Express Lines Pte Ltd and Worldgate Express Lines International Pvt Ltd on June 8, 2023. Yasuda Logistics Corporation will acquire Worldgate Express Lines Pte Ltd by September 30, 2023, and Worldgate Express Lines International Pvt Ltd by December 31, 2023. Announcement • May 28
Yasuda Logistics Corporation to Report Q1, 2024 Results on Aug 04, 2023 Yasuda Logistics Corporation announced that they will report Q1, 2024 results on Aug 04, 2023 Reported Earnings • May 09
Full year 2023 earnings released: EPS: JP¥77.51 (vs JP¥99.21 in FY 2022) Full year 2023 results: EPS: JP¥77.51 (down from JP¥99.21 in FY 2022). Revenue: JP¥59.8b (up 13% from FY 2022). Net income: JP¥2.25b (down 22% from FY 2022). Profit margin: 3.8% (down from 5.4% in FY 2022). The decrease in margin was driven by higher expenses. 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 5% per year, which means it is well ahead of earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥12.50 per share at 2.5% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%). Reported Earnings • Feb 04
Third quarter 2023 earnings released: EPS: JP¥14.67 (vs JP¥23.38 in 3Q 2022) Third quarter 2023 results: EPS: JP¥14.67 (down from JP¥23.38 in 3Q 2022). Revenue: JP¥15.8b (up 19% from 3Q 2022). Net income: JP¥425.0m (down 37% from 3Q 2022). Profit margin: 2.7% (down from 5.1% in 3Q 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 but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Announcement • Dec 28
Yasuda Logistics Corporation to Report Q3, 2023 Results on Feb 03, 2023 Yasuda Logistics Corporation announced that they will report Q3, 2023 results on Feb 03, 2023 Board Change • Nov 16
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Hirozumi Sone was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Reported Earnings • Nov 06
Second quarter 2023 earnings released: EPS: JP¥30.90 (vs JP¥26.69 in 2Q 2022) Second quarter 2023 results: EPS: JP¥30.90 (up from JP¥26.69 in 2Q 2022). Revenue: JP¥15.2b (up 21% from 2Q 2022). Net income: JP¥895.0m (up 16% from 2Q 2022). Profit margin: 5.9% (down from 6.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 4% per year. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥12.50 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 25% but the company is paying out more than the cash it is generating. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.8%). Announcement • Aug 25
Yasuda Logistics Corporation to Report Q2, 2023 Results on Nov 04, 2022 Yasuda Logistics Corporation announced that they will report Q2, 2023 results on Nov 04, 2022 Reported Earnings • Aug 07
First quarter 2023 earnings released: EPS: JP¥17.75 (vs JP¥17.16 in 1Q 2022) First quarter 2023 results: EPS: JP¥17.75 (up from JP¥17.16 in 1Q 2022). Revenue: JP¥14.4b (up 14% from 1Q 2022). Net income: JP¥514.0m (up 3.4% from 1Q 2022). Profit margin: 3.6% (down from 4.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year. Announcement • Jun 29
Yasuda Logistics Corporation to Report Q1, 2023 Results on Aug 05, 2022 Yasuda Logistics Corporation announced that they will report Q1, 2023 results on Aug 05, 2022 Announcement • May 12
Yasuda Logistics Corporation, Annual General Meeting, Jun 28, 2022 Yasuda Logistics Corporation, Annual General Meeting, Jun 28, 2022. Reported Earnings • May 11
Full year 2022 earnings released: EPS: JP¥99.21 (vs JP¥96.38 in FY 2021) Full year 2022 results: EPS: JP¥99.21 (up from JP¥96.38 in FY 2021). Revenue: JP¥53.0b (up 11% from FY 2021). Net income: JP¥2.87b (up 2.9% from FY 2021). Profit margin: 5.4% (down from 5.9% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year. Board Change • Apr 27
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Corporate Auditor Kazuo Fujiwara was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Apr 08
Yasuda Logistics Corporation to Report Fiscal Year 2022 Results on May 09, 2022 Yasuda Logistics Corporation announced that they will report fiscal year 2022 results on May 09, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥12.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.4%). Reported Earnings • Feb 07
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥23.38 (up from JP¥11.33 in 3Q 2021). Revenue: JP¥13.3b (up 8.6% from 3Q 2021). Net income: JP¥677.0m (up 106% from 3Q 2021). Profit margin: 5.1% (up from 2.7% 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 1% per year whereas the company’s share price has increased by 3% per year. Reported Earnings • Nov 07
Second quarter 2022 earnings released: EPS JP¥26.69 (vs JP¥32.56 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¥12.6b (up 7.1% from 2Q 2021). Net income: JP¥773.0m (down 18% from 2Q 2021). Profit margin: 6.2% (down from 8.0% 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 2% per year whereas the company’s share price has increased by 3% per year. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥12.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%). Reported Earnings • Aug 09
First quarter 2022 earnings released: EPS JP¥17.16 (vs JP¥14.05 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥12.6b (up 13% from 1Q 2021). Net income: JP¥497.0m (up 22% from 1Q 2021). Profit margin: 4.0% (up from 3.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year. Reported Earnings • May 09
Full year 2021 earnings released: EPS JP¥96.38 (vs JP¥101 in FY 2020) The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥47.7b (up 2.3% from FY 2020). Net income: JP¥2.79b (down 5.3% from FY 2020). Profit margin: 5.9% (down from 6.3% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥9.50 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.3%). Announcement • Mar 05
Yasuda Logistics Corporation to Report Fiscal Year 2021 Results on May 07, 2021 Yasuda Logistics Corporation announced that they will report fiscal year 2021 results on May 07, 2021 Reported Earnings • Feb 06
Third quarter 2021 earnings released: EPS JP¥11.33 (vs JP¥18.85 in 3Q 2020) The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥12.2b (up 6.9% from 3Q 2020). Net income: JP¥328.0m (down 40% from 3Q 2020). Profit margin: 2.7% (down from 4.8% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Is New 90 Day High Low • Jan 26
New 90-day low: JP¥928 The company is down 2.0% from its price of JP¥948 on 28 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 1.0% over the same period. Announcement • Dec 30
Yasuda Logistics Corporation to Report Q3, 2021 Results on Feb 04, 2021 Yasuda Logistics Corporation announced that they will report Q3, 2021 results on Feb 04, 2021 Is New 90 Day High Low • Dec 04
New 90-day high: JP¥1,018 The company is up 10.0% from its price of JP¥926 on 04 September 2020. The Japanese market is also up 10.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. Its price trend is also similar to the Logistics industry, which is up 10.0% over the same period. Announcement • Aug 30
Yasuda Logistics Corporation to Report Q2, 2021 Results on Nov 06, 2020 Yasuda Logistics Corporation announced that they will report Q2, 2021 results on Nov 06, 2020