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Nippon Yusen Kabushiki Kaisha (9101) investor relations material
Nippon Yusen Kabushiki Kaisha Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary5 Aug, 2025
Executive summary
Q1 FY2025 revenue was JPY 600.9 billion, down JPY 50.7 billion year-over-year, with recurring profit at JPY 59.7 billion and net income at JPY 52.0 billion, both significantly lower than the previous year.
Market downturns, exchange rate fluctuations, and tariff policy impacts led to profit declines across most segments.
Comprehensive income turned negative at -JPY 17.5 billion, compared to JPY 250.2 billion in the prior year.
Major acquisition of Walden Group's healthcare logistics business (Movianto International B.V.) in Europe for approx. JPY 210–213.4 billion, the largest in company history, expected to expand European presence and reduce earnings volatility.
Air Cargo Transportation Business (NCA) divested to ANA Holdings as of August 1, 2025.
Financial highlights
Recurring profit dropped by JPY 66.0 billion year-over-year to JPY 59.7 billion; net income fell by JPY 58.1 billion to JPY 52.0 billion.
Operating profit for Q1 was JPY 37.7 billion, down JPY 28.0 billion year-over-year; operating profit margin declined to 6.3%.
Share buyback program repurchased 7,921,200 shares worth JPY 40.7 billion as of July 31, with a maximum acquisition amount of JPY 150 billion.
EPS for the quarter was JPY 120.90, down from JPY 240.93 year-over-year.
Equity ratio decreased to 64.6% from 67.6% at the previous fiscal year-end.
Outlook and guidance
Full-year revenue forecast revised to JPY 2,350 billion (down JPY 30 billion); recurring profit and net income both revised down by JPY 15 billion and JPY 10 billion, respectively.
Dividend forecast set at 235 yen per share, maintaining a 40% payout ratio; interim and year-end dividends at 115 and 120 yen per share.
Share buyback program continues through April 2026, up to 48 million shares.
Air Cargo Transportation Business excluded from forecasts after Q1 due to divestiture.
US tariff policy impact now factored into forecasts, with an estimated annual negative effect of JPY 24 billion.
Explain the NCA divestiture rationale.
Assess impact of U.S. tariff policy.
How does ONE's profit compare YoY?
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Next Nippon Yusen Kabushiki Kaisha earnings date
Q2 20266 Nov, 2025
Next Nippon Yusen Kabushiki Kaisha earnings date
Q2 20266 Nov, 2025
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Frequently asked questions
Nippon Yusen Kabushiki Kaisha (NYK Line) is a prominent logistics and transportation company based in Tokyo, Japan. The company specializes in a broad range of services that encompass the transportation of crude oil, petroleum products, liquid products, dry bulk products, and other goods through ocean, land, and air transport. NYK Line's operations extend to global logistics, including liner trade and air cargo transportation, as well as bulk shipping activities that involve the transportation of cars, the development of car terminals, and the construction of inland transportation networks. It also engages in the management of commercial and residential buildings. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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