The Keihin Co (9312) Q3 2026 earnings summary

Executive summary

• Revenue for the nine months ended December 31, 2025, was ¥38,415 million, up 0.1% year-over-year, with operating profit rising 18.7% to ¥2,838 million and net profit attributable to shareholders increasing 16.8% to ¥2,092 million.

• Domestic logistics saw increased revenue and profit, while international logistics experienced a slight decline in both.

• The company focused on high-quality logistics services and productivity improvements amid a recovering domestic economy but faced external risks such as global trade policy and geopolitical tensions.

Financial highlights

• Operating profit rose by ¥447 million (18.7%) and ordinary profit by ¥512 million (19.7%) year-over-year.

• Net profit attributable to shareholders increased by ¥301 million (16.8%) year-over-year.

• Comprehensive income for the period was ¥2,982 million, up 54.6% year-over-year.

• EPS for the period was ¥320.50, up from ¥274.34 in the prior year.

Outlook and guidance

• Full-year revenue forecast revised to ¥51,000 million, with operating profit expected at ¥3,400 million (up 17.3%) and net profit at ¥2,500 million (up 14.2%).

• Dividend forecast raised to ¥100 per share for the year.