Kanda Holdings (9059) Q4 2026 earnings summary

Executive summary

• FY2026 revenue rose 0.7% to ¥52,366 million and ordinary income rose 8.6%, both reaching records; operating income increased 6.1% and net income rose 11.3%.

• Domestic logistics growth and international special-demand projects and cost controls supported earnings; real estate leasing and other businesses recorded profit declines.

• Mid-term plan revenue and ordinary income targets were exceeded, at 100.1% and 104.1% attainment, respectively.

Financial highlights

• Revenue was ¥52,366 million versus ¥52,009 million in FY2025; operating income was ¥3,645 million versus ¥3,436 million.

• Ordinary income was ¥3,800 million and net income ¥2,456 million; comprehensive income was ¥2,795 million.

• Total assets were ¥48,067 million; total liabilities fell to ¥19,976 million from ¥21,717 million, and net assets rose to ¥28,091 million from ¥25,766 million.

• Cash and equivalents at year-end were ¥10,822 million, up ¥1,651 million year over year.

Outlook and guidance

• FY2027 guidance: revenue ¥54,200 million, operating income ¥3,810 million, ordinary income ¥3,900 million, and net income ¥2,802 million.

• FY2027 revenue and ordinary income targets match year two of the mid-term plan; forward visibility remains uncertain.

• Priorities include new business wins, M&A, logistics-center acquisitions, operational DX, workforce development, organizational restructuring, and accident prevention.

• Annual dividend forecast is ¥26 per share, up ¥3 year over year.