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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
CJ Logistics
CJ Logistics (000120) investor relations material
CJ Logistics Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary9 Nov, 2026
Executive summary
3Q26 sales rose 9.5% YoY to KRW 3,358.1bn, while operating profit fell 25.3% to KRW 110.5bn and net income fell 25.5% to KRW 54.7bn.
9M revenue rose to KRW 9,952.7bn from KRW 9,107.6bn, while operating income and net income declined to KRW 304.2bn and KRW 129.4bn; foreign-exchange translation losses weighed on comprehensive income.
Financial highlights
3Q26 gross profit was KRW 326.9bn, down 8.1% YoY; COGS rose 11.8% to KRW 3,031.2bn. Gross margin fell 1.9 points to 9.7% and operating margin fell 1.5 points to 3.3%.
QoQ sales declined 0.6% to KRW 3,358.1bn, while operating profit rose 8.8% to KRW 110.5bn and net income increased 48.7% to KRW 54.7bn.
9M operating income was KRW 304.2bn versus KRW 348.5bn; net income was KRW 129.4bn versus KRW 172.6bn, including KRW 123.0bn attributable to owners. Basic EPS fell to KRW 5,584 from KRW 7,402.
9M operating cash flow was KRW 399.4bn versus KRW 681.7bn; investing cash outflow was KRW 330.4bn versus KRW 390.3bn.
Outlook and guidance
AI and data-center project orders are expected to accelerate; plans include entering advanced project logistics and expanding high-value industry sales.
Global strategy targets a network in 100+ countries over the mid-to-long term, focusing on key hubs, local partnerships and end-to-end transport/customs synergies; India's B2C market is projected to grow at a 9% CAGR from 2026 to 2029.
Investment priorities include smart logistics and fulfillment capacity, including parcel Multi-Point equipment, the Jangseong complex logistics terminal and an Incheon sea-based international parcel center planned for 2026.
The 2024–2026 dividend policy targets gradual increases funded by up to 20% of consolidated free cash flow, with a minimum KRW 800 per share; the 2025 dividend was KRW 800 per share despite negative FCF.
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Latest events from CJ Logistics
- Revenue up 9.2%–10.9% YoY, but profit margins fell amid higher costs and one-off charges.000120
Q2 2026 - Revenue and profit rose in H1 2024, driven by global logistics and parcel segment growth.000120Q2 2024
- Sales and profit rose on logistics and parcel growth, with new delivery and capital initiatives.000120Q3 2024
- Revenue up 2.4% YoY, but net income fell sharply amid higher costs and margin pressure.000120Q1 2025
- H1 2025 revenue rose 1% to ₩6.04T, with global logistics leading and growth expected from fulfillment.000120Q2 2025
- Sales and net income rose, driven by logistics growth and digital investments.000120Q3 2025
- Q1 2026 revenue up 7.4% to KRW 3.21tn, net income KRW 37.9bn, all segments contributed.000120Q1 2026
- 4Q25 saw modest sales growth, improved operating profit, and mixed segment performance.000120Q4 2025
Next CJ Logistics earnings date
Q4 20265 Feb, 2027
CJ Logistics
Next CJ Logistics earnings date
Q4 20265 Feb, 2027
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Frequently asked questions
CJ Logistics Corporation is a South Korea-based company that specializes in integrated supply chain solutions. It offers a range of logistics services including business-to-business (B2B) and business-to-consumer (B2C) logistics solutions, air and sea forwarding, warehousing, transportation contract logistics, parcel and express delivery, and supply chain management (SCM) consulting. The company is headquartered in Seoul, South Korea, and its shares are listed on the Korea Stock Exchange.