Komori
Tomoku (3946) · RiskRestated

Increase in logistics costs due to rising fuel prices

First written in FY2019-Q1. 7 of 15 entries say "Worsened", first in FY2022. Latest entry: FY2026.

15entries
9years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2019-Q1 – FY2024-Q2WorsenedFY20242018: 220182019: 320192020: 020202021: 020212022: 320222023: 320232024: 220242025: 020252026: 22026
Same theme, other companies
Increase in Logistics and Outsourcing Costs Due to Rising Fuel PricesA theme 23 companies write about · 23 as a headwind · 1 as a tailwind

Tomoku moved to the "Worse" side of this theme in 2018, 3 years before the typical company in this theme (2021).

The whole theme swung hardest in 2022: 15 of 22 companies on the "Worse" side.

6 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 23 companies compared. The sentences above are computed from all 23.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「Fuel prices are affected by geopolitical risks and foreign exchange rates, making them a factor in cost fluctuations.」

    The company continues to recognize fuel prices as a factor causing logistics cost fluctuations due to geopolitical risks and foreign exchange rates.
  2. 2026-05-08MitigatedEarnings

    「2024年問題の影響で集車コストが増加しましたが、物流コスト適正化交渉、および輸送効率の向上に取り組みました。」

    集車コスト増加は続く一方、コスト適正化交渉と輸送効率向上を対応策として進め、運輸倉庫営業利益は増加した。
  3. FY2024WorsenedAnnual report

    「Revenue in the transportation and warehousing business was ¥39,509 million, down 1.8% from the previous fiscal year, while operating profit was ¥1,117 million, down 16.1%.」

    In addition to persistently high fuel costs, lower vehicle utilization and higher storage costs continued, resulting in a 16.1% year-on-year decline in operating profit in the transportation and warehousing business.
  4. FY2024-Q3RestatedAnnual report

    「Our group's transportation and warehousing business reported lower revenue and profit as handling volumes of its core beverage products declined, resulting in lower vehicle utilization, higher storage costs associated with increased inventory, and persistently high fuel costs.」

    In addition to lower vehicle utilization and higher storage costs resulting from reduced beverage handling volumes, persistently high fuel costs continue to weigh on logistics costs.
  5. FY2024-Q2WorsenedAnnual report

    「The business reported lower revenue and profit, affected in part by higher fuel and electricity costs resulting from rising energy prices. As a result, revenue in the transportation and warehousing business was ¥21,141 million, down 3.3% year on year, and operating profit was ¥922 million, down 15.1%.」

    Higher fuel and electricity costs resulting from rising energy prices were reflected in a 15.1% decline in operating profit in the transportation and warehousing business.
  6. FY2023WorsenedAnnual report

    「Revenue in the transportation and warehousing business rose to ¥40,240 million, up 4.3% year on year, as handling volumes for beverages increased, but operating profit was ¥1,332 million, down 5.4%, due to soaring fuel prices and other factors.」

    While handling volumes and revenue increased, operating profit fell 5.4% year on year due to soaring fuel prices and other factors, indicating continued fuel cost pressure.
  7. FY2023-Q3WorsenedAnnual report

    「In the transportation and warehousing business, handling volumes, mainly for beverages, increased, but profit declined because fuel and other costs also rose. As a result, revenue was ¥31,569 million, up 5.8% year on year, while operating profit was ¥1,295 million, down 4.5%.」

    Revenue rose 5.8% year on year as handling volumes for beverages increased, while operating profit fell 4.5% year on year because fuel and other costs increased.
  8. FY2023-Q2WorsenedAnnual report

    「In Transport and Warehousing, volumes handled, particularly beverage-related goods, increased because the year was hit by an unusually hot summer from June, earlier than usual, and revenue also increased as ㈱トーウンTLP札幌 began full-scale operations. However, operating income declined because of higher fuel and other costs resulting from surging crude oil prices.」

    Higher fuel and other costs resulting from soaring crude oil prices became a factor reducing profit in the transportation and warehousing business despite higher revenue from increased handling volumes and the full-scale operation of TLP Sapporo.
  9. FY2023-Q1WorsenedAnnual report

    「The transportation and warehousing business posted higher revenue as handling volumes, mainly for beverages, increased and ㈱トーウンTLP札幌 commenced operations, but profit declined because fuel costs rose as a result of soaring crude oil prices. Revenue in the transportation and warehousing business was ¥10,642 million, up 10.4% year on year, due to higher handling volumes, while operating profit was ¥522 million, down 3.2%.」

    Higher fuel costs resulting from soaring crude oil prices were reflected in a 3.2% year-on-year decline in operating profit despite increases in handling volumes and revenue.
  10. FY2022WorsenedAnnual report

    「Revenue in the transportation and warehousing business rose to ¥38,580 million, up 7.7% year on year, as handling volumes for beverages and daily necessities increased. However, operating profit was ¥1,407 million, up 0.9%, partly because costs increased, including due to soaring fuel prices.」

    Soaring fuel prices and other factors continued to increase costs, limiting operating profit growth to 0.9% even as revenue increased.
  11. FY2020-Q1MaterialisedAnnual report

    「Operating profit was ¥516 million, down 7.4% year on year, due in part to higher costs and internal expenses resulting from rising fuel prices, vehicle shortages and driver shortages.」

    Rising fuel prices, together with vehicle and driver shortages, increased costs, resulting in a 7.4% year-on-year decline in operating profit in the transportation and warehousing business.
  12. FY2019MaterialisedAnnual report

    「There were also higher costs associated with vehicle shortages and soaring fuel prices, as well as cost increases caused by a succession of natural disasters, but」

    Soaring fuel prices continue to be reflected in results as a factor increasing costs in the logistics business.
  13. FY2019-Q3MaterialisedAnnual report

    「Although costs increased due to vehicle shortages, higher fuel prices and other factors, operating profit increased 16.4% to ¥1,514 million.」

    Soaring fuel costs continue to be reflected in results as a factor increasing costs in the logistics business.
  14. FY2019-Q2MaterialisedAnnual report

    「Although costs increased due to vehicle shortages, higher fuel costs and other factors, operating profit increased 16.0% to ¥1,147 million, helped by rationalization efforts.」

    The disclosure states that soaring fuel costs actually emerged as a factor increasing costs in the logistics business.
  15. FY2019-Q1MaterialisedAnnual report

    「Although costs increased due to higher fuel prices and driver shortages, among other factors, operating profit increased 27.2% to ¥557 million as the company pursued rationalization through higher handling volumes, higher profit and the efficient allocation of personnel and vehicles based on an accurate assessment of customer sales trends.」

    The disclosure states that higher fuel prices actually emerged as a factor increasing costs in the logistics business.
Moved together

"Raw Material Tightness and Cost Pressures Driven by Special Demand in the Chinese Market" moved the same way as this thread, in the same document, in 9 of its 15 moves.

988766★123456
  1. ★This thread
  2. 1Raw Material Tightness and Cost Pressures Driven by Special Demand in the Chinese Market9×
  3. 2Decline in Homes Sold Due to Delays in Housing Starts8×
  4. 3Sluggish Demand for Detached Homes8×
  5. 4Solid demand for home purchases underpinned by policy support and low interest rates7×
  6. 5Increase in demand for corrugated cardboard for processed foods, e-commerce and delivery services6×
  7. 6Logistics Constraints Caused by Driver and Vehicle Shortages6×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Tomoku's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Earnings of 2026-05-08: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.