Earnings, deals and disclosures from Japan's listed autos & transport companies, in English.
A weaker yen lifted Aisin's half-year sales 7.3%, but operating profit fell 16.3% on higher material costs, earthquake expenses and weaker China volumes, and the supplier lowered its full-year operating profit forecast to ¥215bn.
Higher raw-material and fixed costs cut Tokai Rika's first-half operating profit 17.7% despite 5.8% sales growth, with its Japan segment profit down 71.1%; the board still set an ¥8.6bn buyback ceiling and kept its ¥60 interim dividend.
JR Central raised its full-year dividend forecast to ¥34 a share, citing steady Tokaido Shinkansen use, though the line's passenger-kilometres were flat and interim operating profit fell 1.5%; a buyback of up to ¥10bn accompanies it.
Shimano raised its full-year operating profit forecast to ¥54.3bn on inventory clearing in Europe and China and Asian currency effects, while a 148.5% nine-month net profit rise reflects a weak 2025 comparison base.
K Line raised its forecast for the year to March 2027 by ¥55bn to ¥190bn in net profit, while operating profit moves only ¥6bn; the company ties the larger lift to stronger container conditions at affiliate ONE.
Axelspace says a probable heat-dissipation design flaw permanently disabled high-speed image downlink on four of seven GRUS-3 satellites, prompting a ¥1.879bn impairment, a lower sales forecast and a two-month delay for the other three.
Nichirin's first-half revenue rose 18.3% to ¥42.3bn, but its North America segment swung to a ¥250mn operating loss as US tariffs added a separate ¥400mn cost in the profit bridge; the company still held its full-year guidance unchanged.
AeroEdge's operating profit jumped 75% to ¥1.15bn in the year to June 2026 on surging LEAP engine blade sales, but a customer testing hitch has pushed one new engine program's payoff back a year, to the year to June 2028.
Yokohama Rubber's first-half net profit beat its own May forecast by 61%, and instead of just banking the upside, it raised its dividend payout ratio target from 20% to 30%, lifting the full-year dividend forecast to ¥223 per share for a sixth straight annual increase.
A weaker yen and an ¥8bn US tariff refund pushed Kawasaki Heavy's quarterly business profit up 74% to ¥35.8bn, and the industrial group followed with a ¥93.4bn share sale and two convertible bond issues to fund hydrogen supply chains and factory upgrades.
Nippon Yusen raised its interim and year-end dividend forecasts by ¥20 each, taking the full-year payout to ¥240 per share, ¥40 above the plan it set in May and ¥10 above last year's actual dividend.
Suzuki lifted its full-year revenue forecast to ¥6.90tn and net profit to ¥420.0bn, but cut operating-profit guidance to ¥540.0bn because it expects Middle East-driven raw-material inflation to outweigh an ¥80.0bn boost from currency and operational gains.
SUBARU's revenue rose to ¥1.25tn in the quarter to June 2026, but operating profit fell ¥33.8bn to ¥42.6bn as sales incentives rose ¥24.9bn and raw-material conditions stayed weak, even after a cut in the US auto tariff rate eased cost pressure by ¥32.9bn.
Motorcycle demand in India, ASEAN and Europe pushed Yamaha Motor's first-half operating profit up 88.6% to ¥158.5bn, and the company has raised full-year profit guidance 44% even as it books a ¥12bn charge to stop building off-road vehicles in-house at its Georgia plant and cut around 300 jobs.
Isuzu's operating profit rose 30.7% to ¥74.8bn in the June quarter, but operating cash flow flipped to a ¥45.3bn outflow after the company sped up supplier payments by about ¥90bn and let Middle East shipping delays build roughly ¥35bn of extra inventory; full-year guidance is unchanged.
Japan Airlines lifted quarterly revenue past ¥523bn on higher fares, but a 58% jump in jet-fuel costs and a weak yen cut EBIT by 72% to ¥12.7bn, even as the airline carried fewer paying passengers than a year earlier.
Nissan swung to a ¥77.9bn operating profit on cost cuts and currency tailwinds, but automotive free cash flow stayed negative, net cash fell ¥201.2bn, and the dividend forecast is still zero.
DENSO's quarterly revenue rose 9.1% to ¥1.91tn on stronger vehicle sales and a weaker yen, but higher material costs and growth investment cut operating profit 21.5%, even as the company raised its full-year revenue forecast while holding profit guidance flat.
ANA Holdings' revenue rose 22.6% in the June quarter on inbound tourists and stronger cargo demand, but fuel costs cut operating profit by 43.5%; management is still holding its full-year targets steady.
Shimano's bicycle-component operating profit fell 15.1% in the first half despite progress clearing dealer inventory, while a 59.8% jump in fishing-tackle profit and one-off currency and securities gains covered for it in the group numbers.
The number: sales reached ¥126.77bn in the year to March, but ordinary income and parent profit both fell from the previous year, underscoring a profitability squeeze the filing excerpt does not explain.
The number: NIKKON Holdings reported ¥269.86bn in sales for the year to March 2026, with ordinary profit at ¥24.85bn and profit attributable to owners of parent at ¥18.24bn. Total assets ended March at ¥436.40bn.
The number: annual sales reached ¥269.86bn, with ordinary income at ¥24.85bn, parent profit at ¥18.24bn and basic EPS at ¥152.85, extending the logistics group’s recent growth run.
Revenue extended a five-year climb, but operating profit dropped to ¥137.0bn from ¥221.7bn as parent profit eased and total assets reached ¥11.19tn.