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Konoike Transport (9025) · RiskWorsened

Rising Fuel and Electricity Costs

First written in FY2016. 8 of 19 entries say "Mitigated", first in FY2019-Q3. Latest entry: 2026-08-12.

19entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2019-Q3 – FY2019RestatedFY2020MitigatedFY2023-Q1 – FY20252016: 120162017: 220172018: 420182019: 220192020: 120202021: 020212022: 120222023: 220232024: 220242025: 120252026: 32026
Same theme, other companies
Increase in Logistics and Outsourcing Costs Due to Rising Fuel PricesA theme 17 companies write about · 17 as a headwind · 0 as a tailwind

Konoike Transport moved to the "Worse" side of this theme in 2017, 4 years before the typical company in this theme (2021).

The whole theme swung hardest in 2026: 8 of 12 companies on the "Worse" side.

7 other companies' latest entry also says "Worsened".

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 17 companies compared. The sentences above are computed from all 17.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-12WorsenedEarnings

    「The impact of higher transportation costs resulting from rising fuel prices amid heightened tensions in the Middle East is limited, but we will continue to monitor developments closely.」

    Higher fuel prices and transportation costs associated with heightened tensions in the Middle East were identified as new factors affecting the business.
  2. FY2026WorsenedAnnual report

    「From March 2026 onward, we are also concerned about the impact of fuel prices on logistics costs amid heightened tensions in the Middle East. We will work to minimize the impact of higher fuel prices through appropriate reviews of transaction terms, improvements to our cost structure and other measures.」

    The company recognizes higher fuel prices associated with intensifying tensions in the Middle East as a new cost-increasing factor and plans to respond by revising transaction terms and improving its cost structure.
  3. 2026-05-13WorsenedEarnings

    「From March 2026 onward, we are also concerned about the impact of fuel prices on logistics costs amid heightened tensions in the Middle East. We will work to minimize the impact of higher fuel prices through appropriate reviews of transaction terms, improvements to our cost structure and other measures.」

    Higher fuel prices associated with tensions in the Middle East and their impact on logistics costs were identified as new concerns.
  4. FY2025MitigatedAnnual report

    「All of the company’s contracted electricity had been switched to CO2-free power by the fiscal year ending March 2025. The company also continued efforts to reduce emissions intensity by improving operating efficiency and introducing low-carbon technologies.」

    In response to factors driving up electricity and other costs, the company is pursuing measures including the conversion of contracted electricity to CO2-free power, improved operating efficiency, the introduction of low-carbon technologies and better fuel efficiency.
  5. FY2025-H1MitigatedAnnual report

    「Profit was ¥11,591 million, up 39.6% year on year, owing to a return to profitability in the airport-related business as handling volumes increased, higher handling volumes in the environmental division of the steel-related business, efforts to reduce fuel costs, ongoing operating-efficiency improvements and the collection of appropriate rates.」

    The company pursued fuel-cost reduction initiatives, operating-efficiency improvements and the collection of appropriate rates, and reported improved profit in the integrated solutions business despite factors driving up fuel and other costs.
  6. FY2024MitigatedAnnual report

    「Although fuel prices and electricity rates remained high, profit was ¥3,081 million, up 1.1% year on year, as the company worked to improve profitability through the effect of higher revenue, the collection of appropriate rates and operating-efficiency improvements.」

    While fuel prices and electricity rates remained high, profit in the domestic logistics business rose 1.1% year on year through the collection of appropriate rates and operating-efficiency improvements, partly absorbing the impact of higher costs.
  7. FY2024-Q2MitigatedAnnual report

    「Although fuel prices rose further, electricity rates remained high and major repair expenses were incurred at a distribution-center warehouse, profit was ¥8,304 million, up 16.9% year on year, as the company worked to improve profitability through the effect of higher revenue, the collection of appropriate rates and thorough operating-efficiency improvements.」

    While fuel prices continued to rise and electricity rates remained high, profit in the integrated solutions business rose 16.9% year on year through the collection of appropriate rates and thorough operating-efficiency improvements.
  8. FY2023-Q3MitigatedAnnual report

    「Although fuel prices and public utility charges such as electricity and gas rates surged, in addition to the effect of higher revenue, the company worked to improve profitability, the basic policy of the “New Medium-Term Management Plan for the fiscal years ending March 2023 to March 2025,” which began in April of the current fiscal year, and pursued the collection of appropriate rates, operating-efficiency improvements and other measures. As a result, operating profit was ¥10,781 million, up 26.5% year on year.」

    Although higher fuel prices and electricity and gas rates continued, operating profit rose 26.5% year on year through the collection of appropriate rates and operating-efficiency improvements, indicating progress in addressing the impact of higher costs.
  9. FY2023-Q1MitigatedAnnual report

    「Although fuel prices surged, in addition to the effect of higher revenue, the company worked to improve profitability, the basic policy of the “New Medium-Term Management Plan for the fiscal years ending March 2023 to March 2025,” which began in April of the current fiscal year, and pursued the collection of appropriate rates, operating-efficiency improvements and other measures, resulting in」

    As fuel prices continued to surge, the company pursued measures to absorb the impact of higher costs by collecting appropriate rates and improving operating efficiency.
  10. FY2020RestatedAnnual report

    「If these cost increases arise, the Group’s policy is to seek to maintain appropriate service rates through discussions with customers and other measures, but if passing on sufficient cost increases becomes difficult,」

    The company reconfirms the risks of higher fuel and electricity costs and its policy of maintaining appropriate rates and passing on costs through discussions with customers.
  11. FY2019MitigatedAnnual report

    「Although profit was affected by sharply higher diesel prices and other factors, improved profit margins resulting from revised rates, improved warehouse storage efficiency, greater efficiency in scheduled-route and shared-delivery services, and other measures led to profit of ¥2,375 million, up 37.8% year on year.」

    While the impact of sharply higher diesel prices continued, revised rates and operating-efficiency improvements partly absorbed the impact of higher costs in the domestic logistics business.
  12. FY2019-Q3MitigatedAnnual report

    「Although the company was affected by natural disasters and sharply higher diesel prices, in addition to the previously mentioned increase in handling volumes, revised rates also contributed to higher profit,」

    While the impact of sharply higher diesel prices continued, the contribution of revised rates to higher profit was identified, indicating efforts to absorb part of the cost increases.
  13. FY2019-Q2MaterialisedAnnual report

    「Operating profit was ¥6,404 million, down 1.4% year on year, due to natural disasters, sharply higher diesel prices and other factors.」

    The surge in diesel prices appeared in the results as a factor behind the 1.4% year-on-year decline in operating profit.
  14. FY2019-Q1RestatedAnnual report

    「In the logistics industry, freight volumes generally remained firm against a backdrop of a gradual economic recovery, but labor shortages and higher fuel prices continued.」

    Labor shortages and higher fuel prices continue to be identified as cost-increasing factors in the logistics industry’s business environment.
  15. FY2018WorsenedAnnual report

    「Fuel costs may rise depending on crude oil price trends resulting from the international supply-demand balance in the crude oil market, financial conditions, political conditions in oil-producing countries and other factors. In addition, warehouses and logistics facilities used by the Group in its operations, including refrigerated and frozen warehouses, consume a certain amount of electricity, so expenses may increase if electricity rates are raised or similar measures are implemented.」

    The company explicitly identifies the risk of higher electricity costs for refrigerated and frozen warehouses and other facilities in addition to fuel-cost risk, broadening the range of factors that could increase costs.
  16. FY2018-Q3RestatedAnnual report

    「In the logistics industry, transportation volumes generally remained firm against a backdrop of a gradual economic recovery, but cost pressures caused by the worsening labor shortage and higher fuel prices remained high, and difficult conditions continued.」

    The company reconfirms that cost pressures from higher fuel prices and other factors remain high and that a difficult business environment continues.
  17. FY2018-Q2WorsenedAnnual report

    「Cost pressures remain high, owing to the worsening labor shortage and the upward trend in fuel prices, among other factors, and difficult conditions continue.」

    The upward trend in fuel prices continued to weigh on costs across the logistics industry, and segment profit in the domestic logistics business fell 13.8% year on year due to higher fuel prices.
  18. FY2018-Q1MaterialisedAnnual report

    「Distribution costs increased due to higher fuel prices and other factors, resulting in ¥362 million, down 13.4% year on year.」

    Higher fuel prices increased distribution costs, resulting in lower segment profit in the domestic logistics business.
  19. FY2016First statedAnnual report

    「Fuel costs may rise depending on crude oil price trends resulting from the international supply-demand balance in the crude oil market, financial conditions, political conditions in oil-producing countries and other factors.」

    Maintaining appropriate service rates through discussions with customers is being used as a means of passing on higher costs.
Moved together

"Expanding Overseas Operations through New Overseas Subsidiaries" moved the same way as this thread, in the same document, in 7 of its 19 moves.

777655★123456
  1. ★This thread
  2. 1Expanding Overseas Operations through New Overseas Subsidiaries7×
  3. 2Strengthening the Medical, Fashion, Airport and Temperature-Controlled Logistics Businesses7×
  4. 3Developing and Expanding Logistics Facilities and Equipment7×
  5. 4Expanding the Domestic Business Foundation6×
  6. 5Strengthening the Business Foundation for Production-Process Services5×
  7. 6Fluctuations in Work Volumes Driven by Economic and Consumption Trends5×

★ 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 Konoike Transport yet. It last moved in the Earnings of 2026-08-12: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Rising Fuel and Electricity Costs | Konoike Transport Co.,Ltd. (9025) | Komori