Komori
Nomura (7131) · FactAdvanced

Revenue growth and lower profit in the logistics packaging business

First written in FY2023-Q1. 10 of 17 entries say "Advanced", first in FY2024-Q2. Latest entry: 2026-09-11.

17entries
4years
7from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2023-Q1 – FY2024-Q1AdvancedFY2024-Q2 – FY2024OtherFY2025-H12023: 320232024: 320242025: 220252026: 92026
Same theme, other companies
Revenue Growth, Profit Decline and Recovery in the Logistics Packaging BusinessA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026-H1AdvancedAnnual report

    「As a result, net sales in the logistics packaging business were ¥466 million, up 0.2% year on year, while segment income was ¥52 million, up 58.7%, partly due to the completion of goodwill amortization.」

    During the interim consolidated accounting period of FY2026, the logistics packaging business posted higher revenue year on year, and segment profit also increased, partly due to the effect of the end of goodwill amortization.
  2. FY2025AdvancedAnnual report

    「As a result, revenue was ¥916 million, down 3.6% year on year. In addition to actively pursuing new customer development and solution-based sales to existing customers in order to minimize the impact of the revenue decline, the end of goodwill amortization also contributed, resulting in segment profit of ¥73 million, up 136.7% year on year.」

    The logistics packaging business posted lower revenue in FY2025 due to shifts in products handled by a major mail-order company and other factors, while profit increased due to new customer development, solution-based sales to existing customers, and the end of goodwill amortization.
  3. FY2025-H1Profit Growth Despite Revenue DeclineAnnual report

    「In terms of performance, revenue declined year on year as a major mail-order company shifted to low-cost, environmentally friendly packaging materials. This impact had been incorporated into the plan for the logistics packaging business for the current consolidated fiscal year, and performance remained solid and in line with the plan. As a result, revenue was ¥465 million, down 5.3% year on year, while segment profit was ¥32 million, up 27.9% year on year.」

    The logistics packaging business posted lower revenue as a major mail-order company shifted to low-cost, environmentally friendly packaging materials, but performance remained within plan and segment profit increased year on year.
  4. FY2024AdvancedAnnual report

    「As a result, net sales were ¥950 million, up 6.5% year on year, and segment profit was ¥31 million, up 100.8% year on year.」

    The logistics packaging business increased revenue, and segment profit also rose 100.8% year on year.
  5. FY2024-Q2AdvancedAnnual report

    「As a result, net sales were ¥492 million, up 11.5% year on year, and segment profit was ¥25 million, up 77.5% year on year.」

    In the cumulative second-quarter period of FY2024, the logistics packaging business achieved revenue and profit growth, with both net sales and segment profit exceeding the same period of the previous year.
  6. FY2024-Q1Continued Revenue and Profit GrowthAnnual report

    「As a result, net sales were ¥257 million, up 18.2% year on year, and segment profit was ¥17 million, up 350.3% year on year.」

    The logistics packaging business achieved revenue and profit growth in the first quarter of FY2024, improving its earnings trend from the profit decline in FY2023.
  7. FY2023Continued revenue growth and profit declineAnnual report

    「As a result, net sales were ¥892 million, up 10.6% year on year, but segment profit was ¥15 million, down 32.4% year on year, as selling, general and administrative expenses increased due to the resumption of participation in trade shows and advance hiring of personnel in anticipation of future business expansion.」

    The logistics packaging business maintained revenue growth for full-year FY2023, while profit declined due to higher expenses associated with the resumption of trade shows, advance hiring, and other factors.
  8. FY2023-Q3Return to higher revenue and earningsAnnual report

    「As a result, net sales were ¥694 million, up 16.3% year on year, and segment profit was ¥26 million, up 2.9% year on year.」

    The logistics packaging business maintained revenue growth, and segment profit also increased year on year in the cumulative third-quarter period of FY2023, reversing the declining profit trend through the previous quarter.
  9. FY2023-Q2Revenue growth and profit decline, with a narrower decline in profitAnnual report

    「As a result, net sales were ¥441 million, up 9.7% year on year, while segment profit declined due to higher personnel expenses and other factors to ¥14 million, down 35.9% year on year.」

    The logistics packaging business maintained revenue growth, while segment profit declined year on year due to higher personnel expenses and other factors. The year-on-year decline in profit narrowed from 76.7% in the first quarter to 35.9%.
  10. FY2023-Q1First statedAnnual report

    「As a result, net sales were ¥218 million, up 6.9% year on year, while segment profit declined due to higher personnel expenses and other factors to ¥3 million, down 76.7% year on year.」

    In the first quarter of FY2023, the logistics packaging business increased revenue, while segment profit declined year on year due to higher personnel expenses and other factors.
Moved together

"Nine-Month Revenue and Profit Growth" moved the same way as this thread, in the same document, in 10 of its 17 moves.

1098875★123456
  1. ★This thread
  2. 1Nine-Month Revenue and Profit Growth10×
  3. 2Packaging-related business: higher revenue and higher profit9×
  4. 3Shareholder returns guided by a 20% payout ratio8×
  5. 4Strengthening the Customer Base and Expanding Sales Channels Beyond the Rice Industry8×
  6. 5Strengthening the Development and Manufacture of Packaging Machinery and Expanding Overseas Sales7×
  7. 6Advancing a Growth Strategy Through Capital Investment and Product Development5×

★ 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
No upcoming earnings preview for Nomura yet. It last moved in the Earnings presentation of 2026-09-11: "Advanced".
News
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