Yamato Holdings Cuts Full-Year Earnings Forecast on Weaker Parcel Volumes and Cost Pressures

The latest announcement is out from Yamato Holdings Co ( (JP:9064) ).

Yamato Holdings has cut its consolidated forecast for the fiscal year ending March 31, 2026, lowering expected operating revenue to ¥1.86 trillion and slashing operating profit and ordinary profit projections to ¥28 billion and ¥27 billion, respectively, with profit attributable to owners of the parent now seen at ¥15 billion. The downgrade reflects weaker-than-expected shipment volumes from large corporate customers amid inflation-driven declines in consumer sentiment and Yamato’s deliberate restriction of low-margin parcels to prioritize profitability; while pricing optimization has lifted TA-Q-BIN unit prices as planned, reduced volumes, higher procurement costs, and lower transportation efficiency are squeezing margins, signaling operational headwinds and a more challenging earnings outlook for stakeholders compared with prior guidance and the previous year’s results.

The most recent analyst rating on (JP:9064) stock is a Hold with a Yen2061.00 price target. To see the full list of analyst forecasts on Yamato Holdings Co stock, see the JP:9064 Stock Forecast page.

More about Yamato Holdings Co

Yamato Holdings Co., Ltd. is a leading Japanese logistics and delivery company, best known for its TA-Q-BIN parcel delivery service. Listed on the Tokyo Stock Exchange Prime Market, the company focuses on domestic and international transportation, parcel delivery, and related logistics solutions for both individual consumers and large corporate clients in Japan and abroad.

YTD Price Performance: -8.53%

Average Trading Volume: 916,722

Technical Sentiment Signal: Sell

Current Market Cap: Yen692.9B

For detailed information about 9064 stock, go to TipRanks’ Stock Analysis page.