Komori
Nippon Yusen (9101) · TargetFull-year revenue growth and profit decline in the liner shipping businessLatest Revision to earnings forecasts (2026-10-29): "Other"

Building three core pillars: container shipping, logistics and terminals

First written in FY2016. 16 of 39 entries say "Advanced", first in FY2017. Latest entry: 2026-10-29.

39entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2021 – FY2023-Q2OtherFY2024-Q1 – FY20262016: 320162017: 420172018: 420182019: 420192020: 420202021: 320212022: 420222023: 420232024: 320242025: 220252026: 42026
Same theme, other companies
Integrated operation of container shipping, logistics and terminalsA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

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

Full recordFilings, disclosures and news, newest first
  1. FY2026Full-year revenue growth and profit decline in the liner shipping businessAnnual report

    「As a result, the liner shipping business as a whole recorded higher revenue and lower profit than in the previous consolidated fiscal year.」

    The liner shipping business recorded higher revenue year on year, while ordinary profit declined from ¥274.3 billion to ¥49.7 billion.
  2. 2026-05-11OtherEarnings

    「コンテナ船事業:新造船の竣工による 船舶供給量の増加に加え、関税政策や中東情勢等の影響を受け、運賃市況は不安定に推移した結果、前年度の水準を下回りました。ONE社においても、運賃市況が下落した結果、利益水準は前年度を下回りました。」

    コンテナ船の運賃市況とONE社の利益水準が前年度を下回った。
  3. FY2026-H1Interim lower revenue and profit in the liner shipping businessAnnual report

    「As a result, the liner shipping business as a whole recorded lower revenue and profit than in the same interim period of the previous year.」

    Against a backdrop of declining containership market conditions and a lower profit level at ONE, the liner shipping business as a whole recorded lower revenue and profit than in the same interim period of the previous year.
  4. FY2025Full-year lower revenue and higher profit in the liner shipping businessAnnual report

    「As a result, the liner shipping business as a whole recorded lower revenue and higher profit than in the previous consolidated fiscal year.」

    The liner shipping business recorded lower revenue year on year, while profit increased.
  5. FY2025-H1Lower revenue and higher profit in the liner shipping businessAnnual report

    「As a result, the liner shipping business as a whole recorded lower revenue and higher profit than in the same interim period of the previous year.」

    The liner shipping business recorded lower revenue than in the same interim period of the previous year, while profit increased.
  6. FY2024Full-year lower revenue and profit in the liner shipping businessAnnual report

    「As a result, the liner shipping business as a whole recorded lower revenue and profit than in the previous consolidated fiscal year.」

    Following lower revenue and profit in the third quarter, the liner shipping business as a whole also recorded lower revenue and profit for the full year.
  7. FY2024-Q3Lower revenue and profit in the liner shipping businessAnnual report

    「As a result, the liner shipping business as a whole recorded lower revenue and profit than in the same quarter of the previous year.」

    The liner shipping business as a whole, including containerships and terminals, recorded lower revenue and profit year on year.
  8. FY2024-Q2RestatedAnnual report

    「As a result, the liner shipping business as a whole recorded higher revenue and lower profit than in the same quarter of the previous year.」

    The liner shipping business recorded higher revenue but lower profit, reflecting weaker containership market conditions and a decline in ONE's profit level.
  9. FY2024-Q1Higher revenue and lower profit in the liner shipping businessAnnual report

    「As a result, the liner shipping business as a whole recorded higher revenue and lower profit than in the same quarter of the previous year.」

    The liner shipping business, including containerships and terminals, recorded higher revenue year on year, while profit declined.
  10. FY2023AdvancedAnnual report

    「As a result, the liner shipping business as a whole recorded higher revenue and higher profit than in the previous consolidated fiscal year.」

    The liner shipping business as a whole, including container shipping and terminals, achieved higher revenue and higher profit than in the previous year.
  11. FY2023-Q3RestatedAnnual report

    「As a result, the liner shipping business as a whole recorded higher revenue and higher profit year on year.」

    The liner shipping business as a whole, including containerships and terminals, continued to record higher revenue and profit year on year.
  12. FY2023-Q2AdvancedAnnual report

    「As a result, the liner shipping business as a whole recorded higher revenue and higher profit year on year.」

    The liner shipping business as a whole recorded higher revenue and profit year on year, with profitability continuing to improve across the business portfolio, including containerships and terminals.
  13. FY2023-Q1AdvancedAnnual report

    「As a result, the liner shipping business as a whole recorded higher revenue and higher profit year on year.」

    The liner shipping business as a whole, including container shipping and terminals, achieved higher revenue and higher profit year on year.
  14. FY2022AdvancedAnnual report

    「As a result, the liner shipping business as a whole recorded higher revenue and higher profit than in the previous consolidated fiscal year.」

    The liner shipping business as a whole, including container shipping and terminals, achieved higher revenue and higher profit than in the previous year.
  15. FY2022-Q3AdvancedAnnual report

    「As a result, the liner shipping business as a whole recorded higher revenue and higher profit year on year.」

    This again describes higher revenue and higher profit year on year for the liner shipping business as a whole, including container shipping.
  16. FY2022-Q1AdvancedAnnual report

    「Volumes handled at both domestic and overseas terminals recovered from the same quarter of the previous year, which was significantly affected by COVID-19. As a result, the liner shipping business as a whole recorded higher revenue and higher profit year on year.」

    Terminal volumes recovered from the previous year, and the liner shipping business as a whole, including container shipping and terminals, recorded higher revenue and higher profit.
  17. FY2021AdvancedAnnual report

    「As a result, the liner shipping business as a whole recorded lower revenue than in the previous consolidated fiscal year but improved substantially and posted higher profit.」

    The liner shipping business as a whole, including container shipping and terminals, achieved substantial improvement in performance and higher profit than in the previous year despite lower revenue.
  18. FY2021-Q3RestatedAnnual report

    「As a result, the liner shipping business as a whole recorded lower revenue year on year but improved substantially and posted higher profit.」

    This reconfirms that the liner shipping business as a whole continues to improve and post higher profit despite lower revenue.
  19. FY2021-Q2AdvancedAnnual report

    「As a result, the liner shipping business as a whole recorded lower revenue year on year but improved substantially and posted higher profit.」

    The liner shipping business as a whole, including container shipping and terminals, posted higher profit year on year despite lower revenue.
  20. FY2021-Q1AdvancedAnnual report

    「As a result, the liner shipping business as a whole recorded lower revenue year on year but improved substantially and posted higher profit.」

    The liner shipping business as a whole, including container shipping and terminals, posted higher profit year on year despite lower revenue.
  21. FY2020AdvancedAnnual report

    「As a result, the liner shipping business as a whole recorded lower revenue than in the previous consolidated fiscal year but improved substantially and posted a profit.」

    Following the integration with ONE, the liner shipping business moved from a loss in the previous year to a full-year profit in the current year.
  22. FY2020-Q3RestatedAnnual report

    「Volumes handled at domestic terminals increased, while those at overseas terminals decreased due to the impact of the sale in the previous year of a subsidiary engaged in port cargo-handling operations in North America. As a result, the liner shipping business as a whole recorded lower revenue year on year but improved substantially and posted a profit.」

    This reconfirms the increase in domestic terminal volumes, the decrease in overseas terminal volumes and the posting of a profit by the liner shipping business.
  23. FY2020-Q2AdvancedAnnual report

    「Volumes handled at domestic terminals increased, while those at overseas terminals decreased due to the impact of the sale in the previous year of a subsidiary engaged in port cargo-handling operations in North America. As a result, the liner shipping business as a whole recorded lower revenue year on year but improved substantially and posted a profit.」

    The disclosure describes increased domestic terminal volumes and the posting of a profit by the liner shipping business as a whole.
  24. FY2020-Q1AdvancedAnnual report

    「As a result, the liner shipping business as a whole recorded lower revenue year on year but improved substantially and posted a profit.」

    The impact of service disruption and one-time costs in the previous year following the integration with ONE has abated, and the liner shipping business as a whole posted a profit for the year.
  25. FY2019Liner shipping losses continue after the transfer to ONEAnnual report

    「Synergies from the business integration have steadily emerged, and we continued working to improve the balance of income and expenses through cost reductions. Volumes handled at domestic and overseas container terminals increased, and the balance of income and expenses remained generally stable. As a result, the liner shipping business as a whole posted a loss.」

    While the integration synergies and improvement in terminal volumes are evident, the liner shipping business as a whole continues to post losses.
  26. FY2019-Q3Higher terminal volumes, continued losses in liner shippingAnnual report

    「Total volumes handled at domestic and overseas container terminals increased year on year. As a result, the liner shipping business as a whole posted a loss.」

    Terminal volumes increased year on year, but the liner shipping business as a whole continues to post losses.
  27. FY2019-Q2Continued losses in the liner shipping business due to integration disruptionAnnual report

    「Total volumes handled at domestic and overseas container terminals decreased year on year. As a result, the liner shipping business as a whole posted a loss.」

    Terminal volumes have declined and losses have continued in the liner shipping business as a whole due to disruption and other factors following the launch of ONE's services.
  28. FY2019-Q1Deterioration in the liner shipping business in the early stages of integrationAnnual report

    「Total volumes handled at domestic and overseas container terminals decreased year on year. As a result, the liner shipping business as a whole posted a loss.」

    In the first quarter after the business integration with ONE began, container terminal volumes decreased year on year and the liner shipping business as a whole posted a loss.
  29. FY2018AdvancedAnnual report

    「To further enhance our competitiveness in the market and operate the container shipping business on a stable and sustainable basis, we integrated the regular container shipping businesses with Kawasaki Kisen Kaisha,Ltd. and Mitsui O.S.K.Lines,Ltd. The new company, OCEAN NETWORK EXPRESS PTE. LTD., began services in April 2018.」

    The launch of services by the integrated container shipping company represents concrete progress in the business structure including container shipping and terminals.
  30. FY2018-Q3RestatedAnnual report

    「Total volumes handled at domestic and overseas container terminals increased year on year, and the liner shipping business as a whole improved substantially, recording higher revenue year on year and posting a profit.」

    This reconfirms the increase in container terminal volumes and the higher revenue and profit recorded by the liner shipping business.
  31. FY2018-Q2RestatedAnnual report

    「In terms of services, we have offered new services since 1 April 2017 as “THE Alliance,” an alliance comprising 5 companies including our company. We enhanced our competitiveness by establishing an extensive network on the Asia–North America, Asia–Europe, transatlantic and Asia–Middle East routes while enhancing direct services.」

    This reconfirms efforts to improve competitiveness and profitability through container shipping, the alliance network and terminals.
  32. FY2018-Q1AdvancedAnnual report

    「In terms of services, from 1 April 2017 we began offering new services as “THE Alliance,” an alliance comprising 5 companies including our company. We established an extensive network on the Asia–Europe, Asia–North America, transatlantic and Asia–Middle East routes while enhancing direct services. Total volumes handled at domestic and overseas container terminals increased year on year, and the liner shipping business as a whole improved substantially, recording higher revenue year on year and posting a profit.」

    The disclosure describes the launch of services under a new alliance of 5 companies, along with increased terminal volumes and higher revenue and profit in the liner shipping business.
  33. FY2017AdvancedAnnual report

    「In the general cargo transportation business, we decided to integrate the regular container shipping businesses of Kawasaki Kisen Kaisha,Ltd. and Mitsui O.S.K.Lines,Ltd. in order to provide higher-quality, more competitive services in the container shipping business. In the terminal business, we sought to secure new stable revenue sources and differentiate ourselves from competitors through synergies with container shipping, including the commencement of operations at a new container terminal in Indonesia and an equity investment in a container terminal in the United States.」

    Regarding terminals, one of the three pillars, the disclosure describes the start of operations at a new terminal in Indonesia and an equity investment in a U.S. terminal.
  34. FY2017-Q3RestatedAnnual report

    「Domestic and overseas terminals in the terminal-related segment performed steadily, but the liner shipping business as a whole recorded lower revenue year on year and posted a loss.」

    This reconfirms the steady performance of the terminals and the lower revenue and loss recorded by the liner shipping business as a whole.
  35. FY2017-Q2RestatedAnnual report

    「Domestic and overseas container terminals in the terminal-related segment performed steadily, and total volumes handled increased year on year. However, the liner shipping business as a whole recorded lower revenue year on year and posted a loss.」

    While volumes handled at terminals increased, the liner shipping business as a whole recorded lower revenue and a loss.
  36. FY2017-Q1RestatedAnnual report

    「Domestic and overseas container terminals in the terminal-related segment performed steadily, and total volumes handled increased year on year. However, the liner shipping business as a whole recorded lower revenue year on year and posted a loss.」

    While volumes handled in the terminal business increased, the liner shipping business as a whole posted a loss, and the disclosure indicates only limited progress in improving profitability through the three-pillar structure.
  37. FY2016First statedAnnual report

    「In the general cargo transportation business, we have established three pillars by combining the container shipping business, our core asset, and the logistics business, a light-asset business, with the terminal business, which connects sea and land. While seeking the optimal combination, we will improve profitability through mutual complementation and reduce volatility.」

    We aim to establish a business structure in which container shipping, logistics and terminals complement one another.
Moved together

"Integration of Liner Containership Businesses by Three Japanese Shipping Companies" moved the same way as this thread, in the same document, in 14 of its 39 moves.

141110988★123456
  1. ★This thread
  2. 1Integration of Liner Containership Businesses by Three Japanese Shipping Companies14×
  3. 2Performance improvement from losses in the same period of the previous year and return to profitability11×
  4. 3Expanding automotive logistics through technical and operational expertise and vehicle-level movement management10×
  5. 4Reduction of Interest-Bearing Debt and Stable Funding9×
  6. 5Risk of Contract Losses Associated with Time Charter Contracts and Similar Agreements8×
  7. 6Improving profitability through the disposal or return of unprofitable vessels and asset sales8×

★ 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
Nippon Yusen's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Revision to earnings forecasts of 2026-10-29: "Other".
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