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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.
Yamato Holdings
Yamato Holdings (9064) investor relations material
Yamato Holdings Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 earnings summary4 Aug, 2026
Executive summary
Operating revenue increased by 1.4% year-over-year to ¥443.3bn, driven by TA-Q-BIN volume growth and pricing optimization for corporate clients.
Operating loss improved by ¥1.6bn year-over-year to ¥4.87bn, reflecting cost optimization and efficiency initiatives.
Profit attributable to owners of parent was a loss of ¥5.89bn, slightly worse than the prior year, impacted by extraordinary and impairment losses.
The company advanced its medium-term plan, focusing on sustainability, digital transformation, and strengthening its logistics network.
Financial highlights
Operating revenue: ¥443.3bn (+1.4% YoY); Operating loss: ¥4.87bn (improved by ¥1.62bn YoY); Ordinary loss: ¥4.94bn (improved by ¥1.72bn YoY).
Profit attributable to owners of parent: ¥(5.89)bn, down ¥0.47bn YoY due to extraordinary and impairment losses.
Cash and cash equivalents at end of period: ¥231.1bn.
Free cash flow positive at ¥1.0bn for Q1.
Equity ratio at 43.5%, D/E ratio at 0.37.
Outlook and guidance
Full-year forecast maintained: operating revenue ¥1,918.0bn, operating profit ¥42.0bn, profit margin 2.2%, profit attributable to owners of parent ¥16.0bn, EPS 50.52 yen.
ROE projected at 2.8%, ROIC at 3.8%.
Parcel volume forecast slightly reduced for the Corporate domain, but unit price expected to rise.
No revisions to previously announced forecasts.
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Latest events from Yamato Holdings
- Operating profit nearly doubled, but net profit fell 64% on one-time losses; strong FY2027/3 recovery forecast.9064
Q4 2026 - Revenue and profit up, but full-year outlook cut due to cost and volume pressures.9064Q3 2026
- Green Mobility and HR reforms drive emissions cuts, profit growth, and sustainable value creation.9064Investor Update
- Revenue up 7.9% YoY, losses narrowed, with strong growth in Contract Logistics; guidance steady.9064Q2 2026
- Revenue up 7.8% YoY, with narrowed losses and strong TA-Q-BIN and Contract Logistics growth.9064Q1 2026
- Aims for 25% GHG cut and 70% renewable energy by FY2027/3, driving green logistics and diversity.9064ESG Update
- Net loss of ¥10.1B on lower revenue, with Global Business growth offsetting domestic declines.9064Q1 2025
- Net loss and lower outlook prompt cost reforms, share buyback, and strategic acquisition.9064Q2 2025
- Operating profit plunged 64.5% YoY, but profit attributable to owners rose 0.8%.9064Q4 2025
Next Yamato Holdings earnings date
Q2 20275 Nov, 2026
Yamato Holdings
Next Yamato Holdings earnings date
Q2 20275 Nov, 2026
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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.