Komori
Fujisash (5940) · InitiativeAdvancedLatest Earnings (2026-08-04): "Softened"

Recovery in logistics volumes and strengthening of the warehousing business

First written in FY2022-Q2. 12 of 17 entries say "Advanced", first in FY2022-Q3. Latest entry: 2026-08-04.

17entries
6years
3from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseAdvancedFY2022-Q3 – FY2023-Q2AdvancedFY2024 – FY20262021: 12022: 320222023: 420232024: 320242025: 220252026: 42026
Same theme, other companies
Earnings growth through the recovery of logistics volumes and strengthening of the storage businessA theme 5 companies write about · 0 as a headwind · 4 as a tailwind

0 other companies' latest entry also says "Softened".

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.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-04SoftenedEarnings

    「General logistics performed well, driven by increased orders for company-operated warehouses and other factors, resulting in higher sales of ¥828 million, up 3.0% year on year. However, due to increases in fuel and subcontracted transportation costs, segment profit declined to ¥92 million from ¥114 million in the same quarter of the previous year.」

    Sales increased on higher orders for company-operated warehouses, while profit declined due to increases in fuel and subcontracted transportation costs.
  2. FY2026AdvancedAnnual report

    「In the logistics business, expanded transactions through the use of commercial warehouses lifted revenue 7.5% year on year to ¥3,318 million. Although fuel and outsourced trucking costs continued to rise, measures such as improved vehicle dispatch efficiency and higher loading rates helped contain costs, limiting the decline in segment profit to ¥395 million from ¥402 million in the same period of the previous year.」

    The company expanded its use of commercial warehouses, improved vehicle dispatch efficiency, and increased loading rates, thereby increasing revenue and maintaining profitability in the logistics business despite higher fuel and outsourced trucking costs.
  3. FY2026-H1AdvancedAnnual report

    「In the logistics business, revenue increased to ¥1,695 million, up 13.7% year on year, mainly due to contributions from the import and export of large-scale equipment and the commercial warehouse business. Segment profit increased to ¥227 million, compared with ¥209 million in the same period of the previous year, as a result of efforts to reduce costs, including more efficient vehicle dispatching.」

    Large-scale equipment import and export operations, commercial warehouses, and improved vehicle dispatch efficiency contributed to a 13.7% year-on-year increase in revenue in the logistics business, while segment profit increased from ¥209 million to ¥227 million.
  4. FY2025AdvancedAnnual report

    「Revenue in the logistics business increased 3.6% year on year to ¥3,086 million due to expanded transactions through the use of commercial warehouses and contributions from companies brought into the group. Efforts to strengthen cost controls, including the adoption of appropriate prices and improved vehicle dispatch efficiency, resulted in segment profit of ¥402 million, compared with ¥312 million in the same period of the previous year, representing an increase in profit.」

    The use of commercial warehouses, contributions from group companies, adoption of appropriate prices, and improved vehicle dispatch efficiency increased revenue and profit in the logistics business.
  5. FY2025-H1AdvancedAnnual report

    「Although the logistics business was affected by sluggish cargo movement, revenue increased 5.8% year on year to ¥1,490 million, helped by companies brought into the group through the previous fiscal year's M&A and the adoption of appropriate freight rates. Segment profit increased to ¥209 million from ¥166 million in the same period of the previous year due to initiatives to improve loading and vehicle dispatch efficiency.」

    The previous fiscal year's M&A, adoption of appropriate freight rates, and improved loading and vehicle dispatch efficiency resulted in higher revenue and higher profit in the logistics business, with segment profit also exceeding the prior-year period.
  6. FY2024AdvancedAnnual report

    「Amid a challenging business environment, revenue in the logistics business increased 23.2% year on year to ¥2,978 million due to increased orders for export operations and expansion of the warehousing business through the opening of a new commercial warehouse. However, segment profit declined to ¥312 million from ¥340 million in the same period of the previous year due to the impact of persistently high fuel and other transportation costs.」

    The logistics business increased revenue 23.2% through higher orders for export operations and the opening of a new commercial warehouse, while profit declined due to soaring fuel and other transportation costs.
  7. FY2024-Q3Profit decline despite revenue growthAnnual report

    「In the logistics business, revenue increased 22.7% year on year to ¥2,209 million due in part to firm performance in general logistics. However, segment profit declined to ¥251 million from ¥259 million in the same quarter of the previous year due to the impact of soaring fuel and other transportation costs.」

    Firm performance in general logistics lifted revenue in the logistics business, while segment profit fell below the prior-year period due to soaring fuel and other transportation costs.
  8. FY2024-Q2AdvancedAnnual report

    「Although the logistics business continued to be affected by soaring fuel costs and other factors, revenue rose 18.1% year on year to ¥1,408 million and segment profit increased to ¥166 million from ¥151 million, due to continued orders related to the SDGs and increased orders at commercial warehouses, resulting in higher revenue and higher profit.」

    Continued orders related to the SDGs and increased orders at commercial warehouses resulted in higher revenue and higher profit in the logistics business despite soaring fuel costs. In addition, the acquisition of shares in 有限会社玉名急配運送店 made the company a consolidated subsidiary.
  9. FY2024-Q1AdvancedAnnual report

    「Although the logistics business was affected by soaring fuel costs and other factors, strong performance in general logistics resulted in revenue of ¥672 million, up 10.7% year on year, and segment profit of ¥85 million, compared with segment profit of ¥78 million in the same quarter of the previous year, resulting in higher revenue and higher profit.」

    General logistics remained strong despite soaring fuel costs, resulting in higher revenue and higher profit in the logistics business.
  10. FY2023Higher revenue and lower profit amid soaring fuel costsAnnual report

    「In the logistics business, revenue increased 8.8% year on year to ¥2,418 million due to higher general logistics volumes and expansion of the warehousing business. However, segment profit declined ¥32 million year on year to ¥340 million due to soaring fuel and other transportation costs and sluggish cargo movement.」

    Revenue increased on higher general logistics volumes and expansion of the warehousing business, while profit declined due to soaring fuel and other transportation costs and sluggish cargo movement.
  11. FY2023-Q3Higher revenue and a slight decline in profit amid persistently high fuel costsAnnual report

    「In the logistics business, logistics for building materials remained firm, but revenue increased 11.1% year on year to ¥1,801 million, while segment profit was ¥259 million, compared with segment profit of ¥261 million in the same quarter of the previous year, as a result of the impact of persistently high fuel and other costs.」

    Logistics for building materials remained firm, resulting in higher revenue and maintained profitability, but segment profit declined slightly from ¥261 million in the prior-year period to ¥259 million due to persistently high fuel and other costs.
  12. FY2023-Q2AdvancedAnnual report

    「Although the logistics business was affected by soaring fuel costs and other factors, revenue rose 18.6% year on year to ¥1,193 million, and segment profit was ¥151 million, compared with segment profit of ¥153 million in the same quarter of the previous year, as the company utilized commercial warehouses, handled import and export operations, and secured spot orders for large-scale projects, thereby maintaining profitability.」

    The logistics business utilized commercial warehouses, expanded import and export operations, and secured spot orders for large-scale projects, increasing revenue and maintaining profitability despite soaring fuel costs.
  13. FY2023-Q1AdvancedAnnual report

    「Although the logistics business was affected by soaring fuel costs and other factors, higher shipment volumes in the profiles business resulted in revenue of ¥607 million, up 24.7% year on year, and segment profit of ¥78 million, compared with segment profit of ¥67 million in the same quarter of the previous year, resulting in higher revenue and higher profit.」

    Despite the impact of soaring fuel costs, higher shipment volumes in the profiles business resulted in higher revenue and higher profit in the logistics business, with segment profit also exceeding the prior-year period.
  14. FY2022-Q3AdvancedAnnual report

    「In the logistics business, sash volumes were affected by a downward trend, but revenue was ¥1,620 million, compared with ¥1,339 million in the same quarter of the previous year, and segment profit was ¥261 million, compared with segment profit of ¥236 million, due to an increase in general logistics volumes and the expansion of the warehousing business.」

    Although sash volumes were trending down, higher general logistics volumes and expansion of the warehousing business lifted revenue and segment profit in the logistics business above the prior-year period.
  15. FY2022-Q2First statedAnnual report

    「In the logistics business, revenue was ¥1,006 million, compared with ¥839 million in the same quarter of the previous year, and segment profit was ¥153 million, compared with segment profit of ¥127 million, due to the recovery in sash and general logistics volumes, as well as the expansion of the warehousing business.」

    In addition to the recovery in sash and general logistics volumes, the company expanded its warehousing business, resulting in revenue and segment profit exceeding the prior-year period.
Moved together

"Securing Profitability and Price Competitiveness in the Building Sash Business" moved the same way as this thread, in the same document, in 9 of its 17 moves.

987776★123456
  1. ★This thread
  2. 1Securing Profitability and Price Competitiveness in the Building Sash Business9×
  3. 2Building a resilient business system through company-wide PDCA8×
  4. 3Diversifying revenue sources through the renovation, fronts, environmental and aluminum processing fields7×
  5. 4Deterioration in operating cash flow due to an increase in inventories7×
  6. 5Eliminating Unprofitable Divisions and Reducing Costs7×
  7. 6The operating loss, ordinary loss and net loss attributable to owners of the parent for the cumulative second quarter turned to losses6×

★ 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
Fujisash's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Earnings of 2026-08-04: "Softened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Recovery in logistics volumes and strengthening of the warehousing business | FUJISASH CO.,LTD. (5940) | Komori