Earnings, deals and disclosures from Japan's listed autos & transport companies, in English.
Fukuyama Transporting's transport segment raised operating profit 152.3% to ¥5.80bn in the half to September while revising freight rates, though the report does not isolate how much of the gain came from pricing.
Startup costs in the Americas, delayed tariff pass-through and a European loss cut Sanoh Industrial's first-half operating profit to ¥1.54bn on sales of ¥86.3bn, yet it has kept its ¥5.5bn full-year target.
Fukuyama Transporting says clients stockpiling and shipping early on expected naphtha shortages pushed freight volume 1.2% above plan, helping interim operating profit beat its forecast by 37.5% and prompting a higher full-year guide.
Nippon Express Holdings raised its operating profit forecast for the year to December 2026 by ¥15bn, citing Asia freight volumes, the Metro Supply Chain Group consolidation, structural reform and expected property sale gains, without sizing each.
Honda booked a further ¥508.7bn for EV supplier compensation in the half to September, yet motorcycles earned ¥439.0bn against a ¥5.7bn auto operating loss, and a ¥152.3bn purchase lifted its Astemo stake to 61.0%.
Nissan swung to an ¥80.0bn first-half operating profit but still lost ¥39.7bn at the net level, and it is keeping its ¥200bn full-year target, which assumes ¥120bn of operating profit in the second half.
Subaru's first-half operating profit rose to ¥116.0bn on yen weakness, lower US tariff impact and warranty savings, even though global sales fell 6.1% to 444,000 vehicles; full-year guidance stands.
ARCHION's half-year results show ¥72.0bn of operating profit before a provisional ¥225.8bn negative-goodwill gain, with year-earlier comparisons resting on unaudited combined figures and an interim dividend of ¥4 a share.
Skymark says its two Boeing 737-8s are about 15% more fuel efficient than its 737-800s, while first-half revenue hit a record ¥59bn, a ¥323mn currency loss weighed, and full-year guidance stayed unchanged.
SG Holdings' delivery unit handled 4.7% more parcels but saw operating profit fall 18.0% to ¥24.9bn on pay and subcontractor costs, while group profit rose on acquired forwarding business; a filed-tariff revision is planned for January 2027.
Mitsui O.S.K. Lines earned ¥179.3bn in the half year, helped by container rates and ¥64.1bn from Ocean Network Express, and kept its ¥300bn full-year forecast on the premise that the Persian Gulf and Red Sea stay impassable.
Mazda earned ¥59.1bn in operating profit for the half to September after a ¥53.9bn loss a year earlier, and raised full-year ordinary profit guidance to ¥160bn while holding sales, operating and net profit forecasts.
JR East's first-half operating profit rose 13.6% to ¥262.9bn on fare revisions and more riders, the company lifted its full-year forecast, and it took 60% voting control of a merged property developer on October 1.
SG Holdings expects more parcels at lower average prices and higher fuel and outsourcing costs, so it cut its delivery profit forecast to ¥73bn while raising group operating profit to ¥100bn on global logistics.
Toyota's first-half operating profit rose 9.2% to ¥2.19tn on a weaker yen, and it lifted its full-year forecast by ¥500bn to ¥3.9tn while booking a ¥95.4bn loss on Hino.
Kyushu Railway cut its full-year net profit forecast to ¥47.0bn from ¥51.6bn after the Kumamoto quake cost it about ¥6.9bn in revenue and a ¥9.0bn special loss, while Shinkansen use between Hakata and Kumamoto has recovered to 96% of last year.
Iino Kaiun raised its operating profit forecast to ¥14bn from ¥12bn, assuming the Strait of Hormuz stays effectively blockaded through March 2027 and very low sulfur fuel at US$940 a tonne, up from US$580 in August.
Yamato Holdings cut its full-year revenue forecast by ¥23bn to ¥1.895tn on weaker large-customer volumes, but kept its ¥42bn operating profit target and says cost optimization will make up the gap after an interim operating loss.
JR Kyushu expects about ¥6.7bn of lost fares and a ¥9bn special loss on rail assets from the Kumamoto earthquake, and has cut its net profit forecast to ¥47.0bn while leaving sales and operating profit guidance unchanged.
T.RAD now expects ¥8.6bn of net profit, down from ¥9.5bn, citing Japan material costs, an expected US tariff burden and an early write-off of an old production system, even as it raises its sales forecast to ¥168.0bn.
Mitsui O.S.K. Lines raised its forecast for net profit to ¥300bn for the year to March 2027, from ¥240bn in August, citing dry bulk and energy markets and an Ocean Network Express stake expected to beat its earlier assumptions.
Japan Airlines grew first-half sales 11.7%, but a 47.4% jump in fuel costs left EBIT down 36.0% at ¥70.2bn, and management kept its ¥180bn full-year EBIT forecast.
Tokyo Metro's half-year operating profit slipped 1.6% to ¥49.2bn as costs rose 4.7%, and it now says operating profit in the year to March 2028 may fall below this year's ¥81.4bn forecast, with full-year guidance unchanged.
Nippon Yusen lifted its forecast for net profit in the year to March 2027 by ¥90bn to ¥330bn, citing stronger container rates at affiliate ONE, while operating profit is guided up only ¥25bn to ¥210bn.