Komori
Mitsubishi Logistics (9301) · FactTotal assets returned to growth

Large-Scale Asset Base in Logistics and Real Estate

First written in FY2016. 18 of 33 entries say "Advanced", first in FY2017. Latest entry: FY2026.

33entries
11years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseAdvancedFY2020 – FY2022-Q3AdvancedFY2023-Q3 – FY2024OtherFY2025-H1 – FY20262016: 320162017: 420172018: 420182019: 320192020: 420202021: 420212022: 320222023: 220232024: 320242025: 220252026: 12026
Same theme, other companies
Ongoing Capital Investment in Logistics and Real Estate BusinessesA theme 4 companies write about · 0 as a headwind · 6 as a tailwind

1 other company's latest entry also says "Other".

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. FY2026Total assets returned to growthAnnual report

    「Investment securities decreased due to the reduction of cross-shareholdings, but total assets stood at ¥639,786 million, up ¥1,372 million from the end of the previous fiscal year, as real estate held for sale increased.」

    Investment securities decreased as cross-shareholdings were reduced, while total assets increased by ¥1,372 million from the end of the previous fiscal year due to an increase in real estate held for sale.
  2. FY2026-H1Total assets declined due to the reduction of cross-shareholdings and other factorsAnnual report

    「Total assets at the end of the interim consolidated fiscal period decreased by ¥3,594 million from the end of the previous fiscal year to ¥622,464 million because investment securities declined due to the reduction of cross-shareholdings and other factors.」

    The asset base, which had expanded after the acquisition of Cavalier Logistics, contracted by ¥359 million from the end of the previous fiscal year due to a decrease in investment securities associated with the reduction of cross-shareholdings and other factors.
  3. FY2025Asset base contracted due to the reduction of cross-shareholdings and other factorsAnnual report

    「Total assets decreased by ¥53,084 million from the end of the previous fiscal year to ¥626,058 million because investment securities declined due to the reduction of cross-shareholdings, the decrease in the market value of listed shares and other factors.」

    Total assets, which had expanded after the acquisition of Cavalier Logistics, decreased to ¥626,058 million due to the reduction of cross-shareholdings and the decline in the market value of listed shares.
  4. FY2025-H1Total assets declined due to the reduction of cross-shareholdings and other factorsAnnual report

    「Total assets at the end of the interim consolidated fiscal period decreased by ¥18,020 million from the end of the previous fiscal year to ¥661,123 million because investment securities declined due to the reduction of cross-shareholdings and the decrease in the market value of listed shares.」

    The asset base supporting the logistics and real estate businesses decreased by ¥1,802 million from the end of the previous fiscal year on a total-assets basis, as the reduction of cross-shareholdings and the decline in the market value of listed shares outweighed the impact of newly operational facilities.
  5. FY2024AdvancedAnnual report

    「Total assets increased by ¥105,453 million from the end of the previous fiscal year to ¥679,143 million. Although buildings and structures declined due to depreciation, investment securities increased with the rise in stock prices, and customer-related assets, goodwill and other assets increased as the Company acquired shares of the Cavalier Logistics group and made the companies consolidated subsidiaries.」

    The recognition of goodwill and customer-related assets associated with the acquisition of the Cavalier Logistics group, together with rising stock prices, expanded total assets to ¥679,143 million.
  6. FY2024-Q3AdvancedAnnual report

    「Total assets at the end of the third quarter of the current consolidated fiscal year increased by ¥60,750 million from the end of the previous fiscal year to ¥634,439 million. Goodwill and other assets increased as the Company acquired shares of four companies, Cavalier Logistics Management Ⅱ, Inc., Cavalier International Air Freight, Inc. and DC Dyna, Inc. in the United States, and Cavalier Logistics U.K. Limited in the United Kingdom, making them consolidated subsidiaries. Investment securities also increased with the rise in stock prices.」

    Assets, including ¥21,977 million in goodwill, were recognized in connection with the acquisition of the Cavalier Logistics group, expanding total assets to ¥634,439 million. Acquisition-related assets were added to the asset base supporting the logistics and real estate businesses.
  7. FY2024-Q1AdvancedAnnual report

    「Total assets at the end of the first quarter of the current consolidated fiscal year increased by ¥20,204 million from the end of the previous fiscal year to ¥593,893 million. Although cash and deposits declined due to payments of operating accounts payable and corporate taxes payable, investment securities increased with the rise in stock prices.」

    Total assets stood at ¥593,893 million, up ¥2,004 million from the end of the previous fiscal year. The increase in investment securities was identified as the main factor behind the increase.
  8. FY2023-Q3AdvancedAnnual report

    「At the end of the third quarter of the consolidated fiscal year, total assets stood at ¥572,451 million, up ¥10,264 million from the end of the previous fiscal year, as operating receivables and other assets increased with higher transaction volumes in the logistics business, while construction in progress and other assets increased with business investment.」

    Operating receivables, construction in progress and other assets increased due to higher transaction volumes in the logistics business and business investment, raising total assets by ¥10,264 million from the end of the previous fiscal year. The asset base supporting the logistics and real estate businesses continued to expand.
  9. FY2023-Q2RestatedAnnual report

    「Cash flows from investing activities during the six months ended the second quarter decreased by ¥20,815 million, mainly due to payments for the acquisition of property, plant and equipment and investment securities, compared with a decrease of ¥32,359 million in the same period of the previous year.」

    Investing activities, including the acquisition of property, plant and equipment, continued, but investing cash outflows contracted from ¥32,359 million in the same period of the previous year to ¥20,815 million.
  10. FY2023-Q1Investing cash outflows contracted significantlyAnnual report

    「Cash flows from investing activities during the three months ended the first quarter decreased by ¥6,054 million, mainly due to payments for the acquisition of property, plant and equipment and other items, despite proceeds from the sale of property, plant and equipment, compared with a decrease of ¥28,138 million in the same period of the previous year.」

    The company continued acquiring property, plant and equipment, while investing cash outflows contracted from ¥28,138 million in the same period of the previous year to ¥6,054 million.
  11. FY2022-Q3AdvancedAnnual report

    「Total assets at the end of the third quarter of the current consolidated fiscal year increased by ¥16,132 million from the end of the previous fiscal year to ¥551,894 million. Although cash and deposits declined due to capital investment, tangible fixed assets such as land and construction in progress increased, while investment securities increased as the market value of held shares rose.」

    Tangible fixed assets such as land and construction in progress increased through capital investment, and total assets stood at ¥551,894 million, up ¥1,613 million from the end of the previous fiscal year.
  12. FY2022-Q2AdvancedAnnual report

    「Total assets at the end of the second quarter of the current consolidated fiscal year increased by ¥16,229 million from the end of the previous fiscal year to ¥551,991 million. Although cash and deposits declined due to capital investment, tangible fixed assets such as buildings and structures and land increased, and investment securities increased with the rise in stock prices.」

    Tangible fixed assets such as buildings and land increased through capital investment, and total assets stood at ¥551,991 million, up ¥1,629 million from the end of the previous fiscal year.
  13. FY2022-Q1AdvancedAnnual report

    「Cash flows from investing activities during the three months ended the first quarter decreased by ¥28,138 million, mainly due to payments for the acquisition of property, plant and equipment and other items, compared with a decrease of ¥24,256 million in the same period of the previous year.」

    Investing cash outflows, mainly for the acquisition of property, plant and equipment, increased from ¥24,256 million in the same period of the previous year to ¥28,138 million, reflecting progress in investment in the logistics and real estate asset base.
  14. FY2021AdvancedAnnual report

    「During the consolidated fiscal year, we made capital investments totaling ¥38,817 million, including investments in intangible fixed assets in addition to property, plant and equipment.」

    Annual capital investment totaled ¥38,817 million, up from ¥26,387 million in the previous fiscal year. The real estate asset base increased through the acquisition of the Meieki Daiya Meitetsu Building and land for the real estate business in 3-chome Meieki, Nakamura-ku, Nagoya, among other acquisitions.
  15. FY2021-Q3AdvancedAnnual report

    「Cash flows from investing activities during the nine months ended the third quarter decreased by ¥18,640 million, mainly due to payments for the acquisition of property, plant and equipment and other items, despite proceeds from the sale of property, plant and equipment, compared with a decrease of ¥13,555 million in the same period of the previous year.」

    Investing cash outflows for the acquisition of property, plant and equipment increased from ¥13,555 million in the same period of the previous year to ¥18,640 million, and the asset base continued to expand through capital investment and other activities.
  16. FY2021-Q2AdvancedAnnual report

    「Total assets at the end of the second quarter of the current consolidated fiscal year increased by ¥37,779 million from the end of the previous fiscal year to ¥506,023 million. Cash and deposits and receivables, recorded under other current assets and other investments and assets, increased following the recognition of a substantial extraordinary gain from the partial sale of the Company's real estate business sites near Nagoya Station. Tangible fixed assets such as buildings and structures and land also increased due to capital investment funded with the proceeds, while investment securities increased as stock prices recovered.」

    Tangible fixed assets such as land and buildings increased with capital investment, and total assets stood at ¥506,023 million, up ¥3,779 million from the end of the previous fiscal year.
  17. FY2021-Q1AdvancedAnnual report

    「Cash flows from investing activities during the three months ended the first quarter decreased by ¥24,256 million, mainly due to payments for the acquisition of property, plant and equipment and other items, compared with a decrease of ¥4,935 million in the same period of the previous year.」

    Investing cash outflows for the acquisition of property, plant and equipment increased from ¥4,935 million in the same period of the previous year to ¥24,256 million, and the asset base, including buildings and land, expanded.
  18. FY2020AdvancedAnnual report

    「During the consolidated fiscal year, we made capital investments totaling ¥26,387 million, including investments in intangible fixed assets in addition to property, plant and equipment.」

    Annual capital investment totaled ¥26,387 million, up from ¥18,036 million in the previous fiscal year. The company allocated ¥20,351 million to the logistics business and ¥5,846 million to the real estate business.
  19. FY2020-Q3Asset base expanded as investing cash outflows contractedAnnual report

    「At the end of the third quarter of the consolidated fiscal year, total assets stood at ¥486,452 million, up ¥3,877 million from the end of the previous fiscal year, as tangible fixed assets such as buildings and structures and construction in progress increased despite a decrease in cash and deposits associated with capital investment.」

    Buildings and structures, construction in progress and other assets increased with capital investment, raising total assets by ¥3,877 million from the end of the previous fiscal year. Meanwhile, cash outflows from investing activities contracted from the same period of the previous year.
  20. FY2020-Q2Investing cash outflows contracted year on yearAnnual report

    「Cash flows from investing activities during the six months ended the second quarter decreased by ¥7,473 million, mainly due to payments for the acquisition of property, plant and equipment and other items, compared with a decrease of ¥9,413 million in the same period of the previous year.」

    Investing activities, including the acquisition of property, plant and equipment, continued, but investing cash outflows contracted from ¥9,413 million in the same period of the previous year to ¥7,473 million.
  21. FY2019Annual capital investment of ¥18,036 millionAnnual report

    「During the consolidated fiscal year, we made capital investments totaling ¥18,036 million, including investments in intangible fixed assets in addition to property, plant and equipment.」

    Capital investment totaled ¥12,194 million in the logistics business, ¥5,432 million in the real estate business and ¥408 million in corporate assets.
  22. FY2019-Q3AdvancedAnnual report

    「Cash flow from investing activities for the nine months ended the third quarter decreased by ¥27,453 million, due to payments for the acquisition of property, plant and equipment, investment securities and other items (a decrease of ¥18,004 million in the same period of the previous year).」

    In addition to acquiring property, plant and equipment, the company acquired investment securities, and investing cash outflows increased year on year. Total assets increased by ¥484 million from the end of the previous fiscal year.
  23. FY2019-Q2RestatedAnnual report

    「Cash flow from investing activities for the six months ended the second quarter decreased by ¥9,413 million, mainly due to payments for the acquisition of property, plant and equipment and other items (a decrease of ¥12,729 million in the same period of the previous year).」

    Investing activities, including the acquisition of property, plant and equipment, continued, but investing cash outflows contracted from the same period of the previous year.
  24. FY2019-Q1Investing cash outflows contracted year on yearAnnual report

    「Cash flow from investing activities for the three months ended the first quarter decreased by ¥5,292 million, mainly due to payments for the acquisition of property, plant and equipment and other items (a decrease of ¥7,602 million in the same period of the previous year).」

    Investing activities, including the acquisition of property, plant and equipment, continued, but cash outflows from investing activities contracted from the same period of the previous year.
  25. FY2018AdvancedAnnual report

    「At the end of the consolidated fiscal year, total assets stood at ¥463,174 million, up ¥2,782 million from the end of the previous fiscal year, as buildings and structures and other assets increased with capital investment, while investment securities increased as stock prices rose.」

    Total assets increased by ¥2,782 million from the end of the previous fiscal year due to increases in capital investment and investment securities, expanding the asset base.
  26. FY2018-Q3AdvancedAnnual report

    「Cash flow from investing activities for the nine months ended the third quarter decreased by ¥18,004 million, mainly due to payments for the acquisition of property, plant and equipment and other items (a decrease of ¥11,146 million in the same period of the previous year).」

    Investment in the logistics and real estate asset base continued, and investing cash outflows increased by ¥6,858 million from the same period of the previous year.
  27. FY2018-Q2AdvancedAnnual report

    「Cash flow from investing activities for the six months ended the second quarter decreased by ¥12,729 million, mainly due to payments for the acquisition of property, plant and equipment and other items (a decrease of ¥9,446 million in the same period of the previous year).」

    Investment in the logistics and real estate asset base continued, and investing cash outflows for the acquisition of property, plant and equipment increased from the same period of the previous year.
  28. FY2018-Q1AdvancedAnnual report

    「Cash flows from investing activities during the three months ended the first quarter decreased by ¥7,602 million, mainly due to payments for the acquisition of property, plant and equipment and other items, compared with a decrease of ¥2,297 million in the same period of the previous year.」

    Investing activities, including payments for the acquisition of property, plant and equipment, expanded from the same period of the previous year, with investing cash outflows totaling ¥7,602 million for the cumulative quarter.
  29. FY2017AdvancedAnnual report

    「During the consolidated fiscal year, we made capital investments totaling ¥27,336 million, including investments in intangible fixed assets in addition to property, plant and equipment.」

    Annual capital investment totaled ¥27,336 million, including ¥11,907 million in the logistics business and ¥15,034 million in the real estate business.
  30. FY2017-Q3RestatedAnnual report

    「Cash flow from investing activities for the nine months ended the third quarter decreased by ¥11,146 million, mainly due to payments for the acquisition of property, plant and equipment and other items (a decrease of ¥5,202 million in the same period of the previous year).」

    Investing activities, including the acquisition of property, plant and equipment, continued during the nine months, with investing cash outflows totaling ¥11,146 million.
  31. FY2017-Q2RestatedAnnual report

    「Cash flows from investing activities during the six months ended the second quarter decreased by ¥9,446 million, mainly due to payments for the acquisition of property, plant and equipment and other items, compared with a decrease of ¥4,106 million in the same period of the previous year.」

    Investing activities, including the acquisition of property, plant and equipment, continued in the first half, with investing cash outflows totaling ¥9,446 million.
  32. FY2017-Q1RestatedAnnual report

    「Payments for the acquisition of property, plant and equipment ¥2,361 million」

    The company also spent ¥2,361 million on acquiring property, plant and equipment during the quarter, confirming continued investment in its asset base.
  33. FY2016First statedAnnual report

    「During the consolidated fiscal year, we made capital investments totaling ¥8,841 million, including investments in intangible fixed assets in addition to property, plant and equipment.」

    Capital investment was allocated between both businesses, including ¥6,391 million for the logistics business and ¥2,369 million for the real estate business.
Moved together

"Guarantees of Debt for Non-Consolidated Companies" moved the same way as this thread, in the same document, in 12 of its 33 moves.

12119976★123456
  1. ★This thread
  2. 1Guarantees of Debt for Non-Consolidated Companies12×
  3. 2Acquisition of Treasury Shares Based on the New Medium-Term Management Plan11×
  4. 3Expansion of Pharmaceutical Distribution Center Operations and Overseas Bases9×
  5. 4Capital Investment in Logistics Facilities9×
  6. 5Expansion of the Rental-Focused Real Estate Business7×
  7. 6Strategic shareholdings for maintaining and strengthening business relationships6×

★ 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
Mitsubishi Logistics's next results are scheduled for 2026-10-30. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.