kabutan

JAPAN LOGISTIC, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 38%

Tue Nov 11, 2025 3:30 pm JST Earnings

9060 JAPAN LOGISTIC SYSTEMS CORP. 【J-GAAP】

Earnings Report

JAPAN LOGISTIC SYSTEMS CORP. <9060> [TSE Std] announced its financial results after the market closed on November 11th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) surged 2.6 times that of the same period last year, reaching 0.83 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 37.5%, from the previous forecast of 0.80 billion yen to 1.10 billion yen (compared to 1.15 billion yen in the previous period), and the declining rate is expected to decrease from 30.8% to 4.8%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to significant drop 68.1% from the same period last year to 0.26 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 80.9% from the same period last year, reaching 0.36 billion yen. The operating profit margin improved from 1.2% in the same period last year to 2.1%.

Kabutan News

Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Sep, 2023 31,234 468 441 214 156.5 44.3 Nov 13, 2023 J-GAAP
Apr - Sep, 2024 31,989 348 326 202 149.5 28.2 Nov 14, 2024 J-GAAP
Apr - Sep, 2025 34,831 864 835 554 409.3 75.9 Nov 11, 2025 J-GAAP
YoY +8.9% +148.3% +156.1% +174.3% +173.9%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance ー ー ー ー － 40 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 34,831 864 835 554 409.3 40 Nov 11, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 70,500 950 800 500 369.2 80 May 15, 2025 J-GAAP
Mar, 2026 New 70,500 1,200 1,100 650 480.0 80 Nov 11, 2025 J-GAAP
Revision Rate 0.0% +26.3% +37.5% +30.0% +30.0%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 34,012 880 830 259 191.4 40 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 35,669 336 265 96 70.9 40 Nov 11, 2025 J-GAAP
YoY +4.9% -61.8% -68.1% -62.9% -63.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 62,972 1,017 995 499 365.6 80 May 15, 2024 J-GAAP
Mar, 2025 66,001 1,228 1,156 461 340.6 80 May 15, 2025 J-GAAP
Mar, 2026 Guidance 70,500 1,200 1,100 650 480.0 80 Nov 11, 2025 J-GAAP
YoY +6.8% -2.3% -4.8% +41.0% +40.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 16,171 194 199 142 105.1 1.2 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 17,066 444 408 259 191.3 2.6 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 16,946 436 422 0 0.2 2.6 May 15, 2025 J-GAAP
Apr - Jun, 2025 17,179 495 475 307 227.0 2.9 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 17,652 369 360 247 182.5 2.1 Nov 11, 2025 J-GAAP
YoY +9.2% +90.2% +80.9% +73.9% +73.7%

Related Articles