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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.
SG Holdings
SG Holdings (9143) investor relations material
SG Holdings Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary6 Nov, 2026
Executive summary
H1 revenue rose 17.6% YoY to ¥920.4bn; operating income increased 7.5% to ¥41.4bn and attributable net income rose 19.8% to ¥27.9bn.
Global Logistics growth and solid Logistics performance supported the revised FY2027/3 outlook; Delivery revenue was ahead of plan, while upfront capacity costs weighed on earnings.
Financial highlights
H1 ordinary income was ¥39.8bn (+4.4% YoY); operating margin was 4.5% versus 4.9% in the prior-year period.
Operating gross profit increased to ¥97.8bn from ¥84.2bn; income before taxes was ¥43.1bn versus ¥37.9bn.
Outsourcing expenses rose 28.1% to ¥476.3bn and personnel expenses increased 7.5% to ¥266.5bn.
Q2 net income included ¥4.5bn of extraordinary income from the sale of cross-shareholdings.
Comprehensive income fell 17.1% to ¥22.3bn, including a ¥4.8bn negative foreign-currency translation adjustment.
Outlook and guidance
FY2027/3 forecast revised to revenue ¥1,820bn, operating income ¥100bn, ordinary income ¥98bn and attributable net income ¥65bn; EPS forecast is ¥108.93.
Forecast segment revenue/operating income: Delivery ¥1,105bn/¥73bn; Logistics ¥210bn/¥8.5bn; Global Logistics ¥440bn/¥8.5bn.
Delivery package forecast increased to 1.42bn; average unit price forecast revised to ¥660, with H2 pricing and network efficiency key priorities.
Reported Delivery fares are planned to increase in January 2027; efficiency and appropriate pricing remain priorities for medium- to long-term profitability.
Global air freight rates are expected to normalize but remain above the prior-year level; cargo volume is expected to stay above plan.
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Latest events from SG Holdings
- A 45-country logistics network pairs ¥1,644.7bn revenue with a 2050 carbon-neutrality goal.9143
Company presentation - FY2024/3 earnings declined; FY2025/3 guidance anticipates recovery amid rising costs.9143Q4 2024
- Q1 revenue and profit surged, led by Global Logistics, with steady full-year outlook maintained.9143Q1 2027
- Revenue and profit rose, but equity ratio fell amid acquisitions and buybacks.9143Q4 2026
- Revenue up, net income down; acquisitions drive growth amid cost and market pressures.9143Q3 2026
- Revenue up 10.5% YoY, profit down 8.8%; Morrison deal lifts assets, equity ratio falls.9143Q2 2026
- Full-year revenue and income guidance raised as Logistics outperformed and Morrison consolidated.9143Q1 2026
- Revenue up 10% YoY; income stable; C&F and Expolanka drive growth amid logistics challenges.9143Q2 2025
- Q1 revenue and net income increased, with C&F acquisition set to drive future growth.9143Q1 2025
Next SG Holdings earnings date
Q3 20275 Feb, 2027
SG Holdings
Next SG Holdings earnings date
Q3 20275 Feb, 2027
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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.