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SG Holdings
SG Holdings (9143) investor relations material
SG Holdings Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary6 Feb, 2026
Executive summary
Operating revenue for the nine months ended December 31, 2025, rose 9.9% year-over-year to ¥1,230.0 billion, while operating income declined 5.2% to ¥72.5 billion due to increased costs and delivery delays.
Net income attributable to owners fell 13.4% year-over-year to ¥44.4 billion, impacted by an extraordinary loss from the transfer of equity interest in a subsidiary.
Comprehensive income increased slightly to ¥56,288 million, up 0.8% year-over-year.
Delivery volumes exceeded forecasts, but unplanned delivery delays in late November led to additional costs and a shortfall in income compared to plan.
Extraordinary losses from the transfer of equity in Shanghai Runbow Logistics & Technology Co., Ltd. were recorded.
Financial highlights
Operating revenue: ¥1,230.0 billion (+9.9% YoY); operating income: ¥72.5 billion (-5.2% YoY); net income: ¥44.4 billion (-13.4% YoY).
Ordinary income decreased 5.3% year-over-year to ¥73,070 million.
Basic net income per share was ¥73.74, down from ¥82.11 in the prior year period.
Total assets increased to ¥1,268,903 million, up ¥228,287 million from March 31, 2025, mainly due to the consolidation of Morrison Express Worldwide Corporation.
Equity ratio declined to 41.7% from 55.8% due to Morrison acquisition.
Outlook and guidance
Full-year operating revenue forecast maintained at ¥1,635.0 billion (+11% YoY); operating income forecast revised down to ¥90.0 billion (+2.5% YoY).
Net income forecast at ¥59.0 billion (+1.5% YoY); ROE expected at 10.5%.
Dividend forecast for the fiscal year ending March 31, 2026 is ¥53.00 per share.
The company revised its consolidated earnings forecast on February 6, 2026, but maintained its dividend forecast.
Global Logistics Business outlook revised downward due to weaker-than-expected freight rates and Expolanka's performance.
What caused the significant equity ratio drop?
Why was Global Logistics income forecast cut to zero?
What is the full impact of the '2024 problem'?
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Merger vote includes new non-voting stock class with limited conversion and no voting rights.
Next SG Holdings earnings date
Q4 202615 May, 2026
SG Holdings
Next SG Holdings earnings date
Q4 202615 May, 2026
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Frequently asked questions
SG Holdings Co., Ltd. is a logistics company operating primarily in Japan but also on an international scale. The company's business activities are diversified across delivery, logistics, real estate, and other sectors. SG Holdings offers a wide range of services including domestic and international delivery services, logistics solutions that encompass warehouse storage, needle and product inspection, and logistics processing, as well as sea, air, and land transportation. Additionally, the company provides international transport, customs clearance, and regional transport and delivery services. Beyond logistics and delivery, SG Holdings is involved in the operation, management, and leasing of real estate facilities, engages in the solar energy business, develops and maintains IT systems, operates a temporary staffing business, and runs a casualty insurance agency for transport operations and truck fuel sales. The company is headquartered in Kyoto, Japan, and its shares are listed on the Tokyo Stock Exchange.
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