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SG Holdings (9143) investor relations material
SG Holdings Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary7 Nov, 2025
Executive summary
Operating revenue for FY2026/3 Q2 was ¥782.5B, up 10.5% YoY, but 1.4% below plan; operating income was ¥38.5B, up 4.2% vs. plan but down 1.5% YoY; net income attributable to owners was ¥23.2B, up 10.7% vs. plan but down 8.8% YoY.
Comprehensive income increased 23.6% YoY to ¥26.8B.
Delivery and Logistics segments showed solid growth, while Global Logistics faced headwinds from U.S. tariffs, softening freight rates, and rising costs.
The business environment remains challenging due to rising costs, labor shortages, and uncertainties in global logistics and domestic demand.
Financial highlights
Operating revenue: ¥782.5B (+10.5% YoY); operating income: ¥38.5B (-1.5% YoY); net income: ¥23.2B (-8.8% YoY); basic net income per share: ¥38.44 (down from ¥40.76 YoY).
Delivery Business revenue: ¥508.6B (+3.5% YoY); Logistics: ¥103.4B (+149.2% YoY); Global Logistics: ¥139.7B (+4.8% YoY).
Operating margin decreased to 4.9% from 5.5% YoY.
Cash flows from operating activities: ¥46.0B; free cash flow: -¥103.0B due to large investments.
Comprehensive income: ¥26.8B (+23.6% YoY).
Outlook and guidance
FY2026/3 full-year revenue forecast revised down to ¥1,635.0B (up 11% YoY); operating income unchanged at ¥92.0B (up 5% YoY).
Net income forecast revised up to ¥59.0B (+2% YoY); ROE forecast at 10.5%.
Dividend per share forecast at ¥53 (up ¥1 YoY).
Segment forecasts revised: Delivery and Logistics income forecasts raised; Global Logistics revised down due to Expolanka's underperformance.
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Next SG Holdings earnings date
Q3 20266 Feb, 2026
Next SG Holdings earnings date
Q3 20266 Feb, 2026
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Frequently asked questions
SG Holdings Co., Ltd. is a logistics company operating primarily in Japan but also on an international scale. The company's business activities are diversified across delivery, logistics, real estate, and other sectors. SG Holdings offers a wide range of services including domestic and international delivery services, logistics solutions that encompass warehouse storage, needle and product inspection, and logistics processing, as well as sea, air, and land transportation. Additionally, the company provides international transport, customs clearance, and regional transport and delivery services. Beyond logistics and delivery, SG Holdings is involved in the operation, management, and leasing of real estate facilities, engages in the solar energy business, develops and maintains IT systems, operates a temporary staffing business, and runs a casualty insurance agency for transport operations and truck fuel sales. The company is headquartered in Kyoto, Japan, and its shares are listed on the Tokyo Stock Exchange.
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