Komori
Ichimasa Kamaboko (2904) · InitiativeThe Transportation Division reported higher net sales and operating income, while the Warehousing Division reported lower net sales and operating income.

Improving the Profitability of the Transportation and Warehousing Businesses and Strengthening Logistics Functions

First written in FY2025. . Latest entry: FY2026.

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ProgressHeldSoftenedWorseOtherFY2025 – FY20262025: 120252026: 42026
Same theme, other companies
Logistics Rate Optimization and Site Profitability RestructuringA theme 21 companies write about · 0 as a headwind · 21 as a tailwind

1 other company's latest entry also says "Other".

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Showing 14 of the 21 companies compared. The sentences above are computed from all 21.
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  1. FY2026The Transportation Division reported higher net sales and operating income, while the Warehousing Division reported lower net sales and operating income.Annual report

    「The Transportation Division reported higher net sales and profit as a result of acquiring new contracts for profitable company-operated regular delivery services through intensified sales activities and bringing freight rates to appropriate levels. In the Warehousing Division, sales activities to acquire new inbound-storage contracts continued, but customers continued to reduce inventories against a backdrop of persistently high raw-material costs in the food-related industry.」

    In the Transportation Division, the acquisition of new contracts for company-operated regular delivery services and the adjustment of freight rates to appropriate levels proved successful, while the Warehousing Division reported lower net sales and profit as customers reduced inventories, resulting in declines in average inventory volumes and storage turnover.
  2. FY2026-H1The transport and warehousing businesses posted lower revenue and profit, with mixed results by segmentAnnual report

    「In the Transportation Division, efforts to acquire new transportation contracts for company-operated regular delivery services and revise standard freight rates proved successful, resulting in higher net sales and profit than in the same period of the prior year. In the Warehousing Division, although sales efforts were strengthened to acquire new inbound-storage contracts, average inventory volumes declined due to the effects of rising costs and supply-demand adjustments in the food-related industry, while the decline in storage turnover also affected profitability. As a result, both net sales and profit fell below the same period of the prior year. Consequently, segment net sales were ¥175 million, a decrease of ¥11 million, or 6.2%, from the same period of the prior year, and segment profit, or operating income, was ¥68 million, compared with segment profit, or operating income, of ¥88 million in the same period of the prior year.」

    In the Transportation Division, the acquisition of new transportation contracts for company-operated regular delivery services and the revision of standard freight rates proved successful, while the Warehousing Division reported lower net sales and profit due to declines in average inventory volumes and storage turnover. For the segment as a whole, net sales decreased by 6.2% and profit fell from ¥88 million to ¥68 million.
  3. FY2025First statedAnnual report

    「The Transportation Division worked to acquire new customers and revise freight rates to appropriate levels in order to expand its profitable company-operated delivery business. In the Warehousing Division, inventory levels remained sluggish and net sales fell below the prior year due to poor catches of marine products, which account for a high proportion of handled goods, as well as changes in customers’ raw-material procurement methods toward buying for immediate use with storage costs in mind. Meanwhile, profit exceeded the prior year as a result of efforts to optimize warehouse management on an ongoing basis to improve profitability.」

    As a separate Transportation and Warehousing segment, the company is expanding company-operated delivery services, acquiring new customers and bringing freight rates to appropriate levels in the Transportation Division, while optimizing warehouse management in the Warehousing Division. Full-year net sales were ¥339.784 million, down 13.3%, while segment profit was ¥125.766 million, exceeding the prior year.
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When this could move next
Ichimasa Kamaboko's next results are scheduled for 2026-11-10. Read the earnings preview It last moved in the Earnings presentation of 2026-08-07: "Other".
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