Worth reading
74In focus
Scored from 4 of 5 sectionsDirection
Improvement
Direction inferred from the company’s description.Scale
37.5
%Wording
Conditional
How definitive the wording is.Revised forecast
Fiscal year ending March 2027 · Six months ending June 2026, full yearPrevious forecast published 5 August 2026Net SalesCumulative second-quarter results1,440,000→1,505,000million
+4.5%
Net SalesFull year2,881,000→3,000,000million
+4.1%
Operating profitCumulative second-quarter results102,000→114,000million
+11.8%
Operating profitFull year185,000→210,000million
+13.5%
Ordinary incomeCumulative second-quarter results160,000→213,000million
+33.1%
Ordinary incomeFull year250,000→335,000million
+34.0%
Profit attributable to owners of the parentCumulative second-quarter results155,000→203,000million
+31.0%
Profit attributable to owners of the parentFull year240,000→330,000million
+37.5%
Net income per shareCumulative second-quarter results383.82→502.67yen and sen
+31.0%
Net income per shareFull year594.49→817.36yen and sen
+37.5%
The bar length represents the relative magnitude of change, based on the item that changed the most in this document. The percentage change shown by the dotted line is calculated from the two reported figures because the company did not provide the rate.
Reason for the revision
The earnings forecast was revised upward because container shipping freight rates have remained above the assumptions underlying the previous forecast, and the performance of equity-method affiliate OCEAN NETWORK EXPRESS PTE. LTD., which operates the container shipping business, is expected to exceed the previous forecast. The revision also reflects solid market conditions in the dry bulk and energy businesses.
Previous-period resultsSecond-quarter results Net Sales ¥1,182,100 million (yen and sen for net income per share) / Operating profit ¥59,849 million (yen and sen for net income per share) / Ordinary income ¥118,636 million (yen and sen for net income per share) / Profit attributable to owners of the parent ¥98,331 million (yen and sen for net income per share) / Net income per share ¥230.16 million (yen and sen for net income per share) / Full-year results Net Sales ¥2,423,689 million (yen and sen for net income per share) / Operating profit ¥138,601 million (yen and sen for net income per share) / Ordinary income ¥211,135 million (yen and sen for net income per share) / Profit attributable to owners of the parent ¥211,750 million (yen and sen for net income per share) / Net income per share ¥504.85 million (yen and sen for net income per share)
Consolidated / non-consolidatedConsolidated
| Item | Details |
|---|---|
| Net Sales | Cumulative second-quarter results 1,440,000 / Full year 2,881,000 → Cumulative second-quarter results 1,505,000 / Full year 3,000,000（Cumulative second-quarter results 4.5% / Full year 4.1%） |
| Operating profit | Cumulative second-quarter results 102,000 / Full year 185,000 → Cumulative second-quarter results 114,000 / Full year 210,000（Cumulative second-quarter results 11.8% / Full year 13.5%） |
| Ordinary income | Cumulative second-quarter results 160,000 / Full year 250,000 → Cumulative second-quarter results 213,000 / Full year 335,000（Cumulative second-quarter results 33.1% / Full year 34.0%） |
| Profit attributable to owners of the parent | Cumulative second-quarter results 155,000 / Full year 240,000 → Cumulative second-quarter results 203,000 / Full year 330,000（Cumulative second-quarter results 31.0% / Full year 37.5%） |
| Net income per share | Cumulative second-quarter results 383.82 / Full year 594.49 → Cumulative second-quarter results 502.67 / Full year 817.36（Cumulative second-quarter results 31.0% / Full year 37.5%） |
| Fiscal Period Covered | Fiscal year ending March 2027 |
| Period Covered | Six months ending June 2026, full year |
| Publication date of previous forecast | 5 August 2026 |
| Previous-period results | Second-quarter results Net Sales ¥1,182,100 million (yen and sen for net income per share) / Operating profit ¥59,849 million (yen and sen for net income per share) / Ordinary income ¥118,636 million (yen and sen for net income per share) / Profit attributable to owners of the parent ¥98,331 million (yen and sen for net income per share) / Net income per share ¥230.16 million (yen and sen for net income per share) / Full-year results Net Sales ¥2,423,689 million (yen and sen for net income per share) / Operating profit ¥138,601 million (yen and sen for net income per share) / Ordinary income ¥211,135 million (yen and sen for net income per share) / Profit attributable to owners of the parent ¥211,750 million (yen and sen for net income per share) / Net income per share ¥504.85 million (yen and sen for net income per share) |
| Reason for the revision | The earnings forecast was revised upward because container shipping freight rates have remained above the assumptions underlying the previous forecast, and the performance of equity-method affiliate OCEAN NETWORK EXPRESS PTE. LTD., which operates the container shipping business, is expected to exceed the previous forecast. The revision also reflects solid market conditions in the dry bulk and energy businesses. |
| Consolidated / non-consolidated | Consolidated |
Items this document does not state (2)
Details and amount of extraordinary lossDividend forecast revision
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.Container shipping freight rates have remained above the assumptions underlying the previous forecast, and the performance of equity-method affiliate OCEAN NETWORK EXPRESS PTE. LTD., which operates the container shipping business, is expected to exceed the previous forecast. The revision also reflects solid market conditions in the dry bulk and energy businesses.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.