Kanda Holdings (9059) Q4 2026 earnings summary

Executive summary

• Revenue increased 0.7% year-over-year to ¥52,366 million, with operating profit up 6.1% and net income attributable to shareholders rising 11.3%.

• Domestic logistics saw higher volumes and profits despite rising costs; international logistics revenue declined but segment profit improved due to cost controls and special demand.

• Real estate leasing and other businesses experienced slight revenue declines and profit contraction.

Financial highlights

• Operating revenue: ¥52,366 million (+0.7% YoY); operating profit: ¥3,645 million (+6.1% YoY); ordinary profit: ¥3,800 million (+8.6% YoY); net income: ¥2,456 million (+11.3% YoY).

• Comprehensive income: ¥2,795 million (+28.8% YoY).

• EPS: ¥114.64; ROE: 9.1%; operating margin: 7.0%.

• Cash and equivalents at year-end: ¥10,822 million, up ¥1,651 million from prior year.

Outlook and guidance

• FY2027 forecast: revenue ¥54,200 million (+3.5% YoY), operating profit ¥3,810 million (+4.5% YoY), net income ¥2,555 million (+4.0% YoY).

• Annual dividend forecast raised to ¥26 per share (up ¥3 YoY).

• Management expects continued economic uncertainty due to inflation, yen depreciation, and global trade policy risks.