)
Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
Yamato Holdings Co (9064) investor relations material
Yamato Holdings Co Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary31 Oct, 2025
Executive summary
Operating revenue for the first half of FY2026/3 rose to ¥906.7 billion, up 7.9% year-over-year, driven by TA-Q-BIN volume growth and expansion in the corporate business domain.
Operating loss improved to ¥3.7 billion from a loss of ¥15.0 billion in the prior year, reflecting revenue mix reforms, pricing optimization, and cost control.
Profit attributable to owners was a loss of ¥4.8 billion, a significant improvement from a loss of ¥11.2 billion year-over-year.
Profitability improved through investments in human capital, network strengthening, and operational reviews.
The group advanced its medium-term plan, focusing on sustainability, digital transformation, and logistics network upgrades.
Financial highlights
Operating revenue: ¥906.7 billion (+7.9% YoY); operating loss: ¥3.7 billion (improved by ¥11.2 billion YoY); profit attributable to owners: ¥4.8 billion loss (improved by ¥6.2 billion YoY).
Ordinary loss: ¥3.7 billion (improved by ¥9.9 billion YoY); basic earnings per share: -15.38 yen.
Operating expenses increased by ¥55.1 billion (+6.4% YoY), mainly in subcontracting and personnel.
Cash flows from operating activities improved to ¥15.3 billion; free cash flow was negative at ¥17.7 billion due to capital investments.
Total assets decreased to ¥1,223.6 billion as of September 30, 2025, with an equity ratio of 45.6%.
Outlook and guidance
Full-year FY2026/3 forecast unchanged: operating revenue ¥1,880.0 billion (+6.7% YoY), operating profit ¥40.0 billion (+181.6% YoY), profit attributable to owners ¥24.0 billion.
Ordinary profit forecast: ¥40.0 billion (+104.2% YoY); basic earnings per share forecast: 75.66 yen.
Dividend forecast unchanged at 46.00 yen per share for the year.
Focus remains on pricing optimization, TA-Q-BIN revenue expansion, corporate business growth, and cost optimization.
Medium-term plan targets operating revenue of ¥1,940.0 billion and operating profit of ¥60.0 billion by FY2027/3.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Yamato Holdings Co earnings date
Q3 20262 Feb, 2026
Next Yamato Holdings Co earnings date
Q3 20262 Feb, 2026
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Yamato Holdings Co., Ltd. is a Japan-based company that operates primarily in the logistics sector. The company offers a wide range of services through its various business segments, including Delivery, which is responsible for its well-known TA-Q-BIN parcel delivery service; BIZ-Logistics, providing supply chain solutions; Home Convenience, offering household moving and related services; e-Business, which supports digital and IT-driven logistics services; Financial, which includes payment solutions; and Autoworks, offering vehicle maintenance and fuel management. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage