Japan Oil Transportation (9074) Q3 2026 earnings summary

Executive summary

• Revenue for the nine months ended December 31, 2025, increased 4.2% year-over-year to ¥28,044 million, driven by growth in petroleum and high-pressure gas transport.

• Operating profit rose 41.7% year-over-year to ¥1,284 million, and net profit attributable to shareholders increased 23.9% to ¥1,023 million.

• The business environment remained challenging due to rising material costs, labor shortages, and economic uncertainties.

Financial highlights

• Gross profit for the period was ¥3,275 million, up from ¥2,810 million year-over-year.

• Ordinary profit reached ¥1,524 million, a 36.5% increase year-over-year.

• Comprehensive income surged to ¥2,497 million, up from ¥949 million in the prior year.

• EPS for the period was ¥309.48, compared to ¥249.79 in the previous year.

Outlook and guidance

• Full-year revenue is forecast at ¥38,200 million, up 3.0% year-over-year.

• Operating profit is projected at ¥1,800 million (+15.8%), ordinary profit at ¥2,000 million (+13.8%), and net profit at ¥1,300 million (+2.9%).

• No changes have been made to the previously announced earnings forecast.