Nippon Express Holdings, Inc. revised consolidated earnings guidance for the fiscal year ending December 31, 2025. For the year, the company expects revenue of JPY 2,580,000 million, Operating profit of JPY 50,000 million, Profit attributable to owners of parent of JPY 10,000 million and Basic earnings per share of JPY 40.89 compared to previous guidance of revenue of JPY 2,600,000 million, Operating profit of JPY 61,000 million, Profit attributable to owners of parent of JPY 34,000 million and Basic earnings per share of JPY 136.38.
Reasons for Revision: The Company revised its full-year forecasts for the fiscal year ending December 31, 2025, reflecting expectations that revenue, operating profit, profit before tax, and profit attributable to owners of parent will underperform the previous forecast. These expectations stem mainly from lower revenue as a result of continued uncertainty surrounding U.S. tariff policies and weaker international logistics demand amid heightened tensions in the Middle East, as well as the aforementioned factors, including the expected impairment loss on goodwill, gain on the sale of real estate, and loss related to business transfer.
Nippon Express Holdings Inc. specializes in freight transportation and logistics services. The group provides transport by land, air, rail and sea of products, materials, components, equipment, etc. on behalf of companies and organizations. At the same time, Nippon Express Holdings Inc. offers warehousing and supply chain management solutions. The group's activities are essentially organized around 3 areas:
- logistics services;
- cash and precious goods transportation services; and
- heavy equipment transportation services.
Net sales are distributed geographically as follows: Japan (59.2%), Asia and Oceania (18.3%), America (14.6%) and Europe (7.9%).
This super rating is the result of a weighted average of the rankings based on the following ratings: Global Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Investor
Investor
This super composite rating is the result of a weighted average of the rankings based on the following ratings: Fundamentals (Composite), Global Valuation (Composite), EPS Revisions (1 year), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Global
Global
This composite rating is the result of an average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), Financial Estimates Revisions (Composite), Consensus (Composite), and Visibility (Composite). The company must be covered by at least 4 of these 5 ratings for the calculation to be performed. We recommend that you carefully review the associated descriptions.
Quality
Quality
This composite rating is the result of an average of the rankings based on the following ratings: Capital Efficiency (Composite), Quality of Financial Reporting (Composite), and Financial Health (Composite). The company must be covered by at least 2 of these 3 ratings for the calculation to be performed. We recommend that you carefully review the associated descriptions.
