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Yamato Holdings
Yamato Holdings (9064) investor relations material
Yamato Holdings Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary3 Feb, 2026
Executive summary
Operating revenue for the nine months ended December 31, 2025, rose 7.0% year-over-year to ¥1,438.7 billion, driven by growth in TA-Q-BIN volume and pricing optimization for corporate clients.
Operating profit increased 46.9% to ¥38.5 billion, while profit attributable to owners of parent declined 12.8% year-over-year to ¥25.1 billion due to higher taxes, operating expenses, and lower extraordinary gains.
The company advanced its medium-term plan, focusing on strengthening the TA-Q-BIN network, expanding corporate business, and launching new business models for sustainability.
Full-year forecast was revised downward due to lower-than-expected volume in the Corporate domain and delays in efficiency measures, despite ongoing compensation for volume shortfall.
Financial highlights
Q3 cumulative operating revenue rose to ¥1,438.7 billion, up 7.0% year-over-year; operating profit increased to ¥38.5 billion, up 46.9%.
Profit attributable to owners of parent for Q3 cumulative was ¥25.1 billion, down 12.8% year-over-year due to higher taxes and lower extraordinary gains.
Full-year operating revenue forecast revised to ¥1,860.0 billion (+5.5% YoY), operating profit to ¥28.0 billion (+97.1% YoY), and profit attributable to owners of parent to ¥15.0 billion (-60.5% YoY).
Basic earnings per share for the nine months was ¥79.36, with a full-year projection of ¥47.29.
ROE and ROIC forecast at 2.6%.
Outlook and guidance
Full-year operating profit forecast revised down from ¥40.0 billion to ¥28.0 billion due to underperformance in Q3 and a cautious Q4 outlook.
Downward revision reflects lower-than-expected parcel volume from large corporate clients and persistent cost pressures.
Continued focus on pricing optimization, cost control, and efficiency measures, especially in urban short-distance transportation.
Strategic capital allocation to growth investments and shareholder returns, with a target equity ratio around 45%.
Dividend forecast for the year: ¥46.00 per share, unchanged from the previous year.
Explain the significant drop in owner profit.
How to mitigate efficiency loss from lower volume?
Assess segment profit trends vs. strategic goals.
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Next Yamato Holdings earnings date
Q4 20268 May, 2026
Yamato Holdings
Next Yamato Holdings earnings date
Q4 20268 May, 2026
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Frequently asked questions
Yamato Holdings Co., Ltd. is a Japan-based company that operates primarily in the logistics sector. The company offers a wide range of services through its various business segments, including Delivery, which is responsible for its well-known TA-Q-BIN parcel delivery service; BIZ-Logistics, providing supply chain solutions; Home Convenience, offering household moving and related services; e-Business, which supports digital and IT-driven logistics services; Financial, which includes payment solutions; and Autoworks, offering vehicle maintenance and fuel management. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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