)
Visual
test
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.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy. - 6 FebSMCI
Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B. - 6 FebRJF
Record revenues and assets, higher dividend, and acquisitions despite lower net income. - 6 FebFFIE
Raising capital for global EV and AI expansion, with regulatory and dilution risks highlighted.
Next Yamato Holdings earnings date
Q4 20268 May, 2026
Yamato Holdings
Next Yamato Holdings earnings date
Q4 20268 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage