Earnings, deals and disclosures from Japan's listed autos & transport companies, in English.
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.
Kawasaki Kisen's five-year plan splits ¥700bn to ¥800bn in shareholder returns between a ¥120-a-share dividend worth ¥350bn and a flexible ¥350bn to ¥450bn, alongside a company-wide ROE target of 15% or more for 2031.
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.
Farallon Capital Management disclosed a 5.02% stake in Yamato Holdings and says it has proposed, by letter and in meetings, that the chairman leave the board and that all directors except the president be outside directors.
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.
Mitsubishi Logistics agreed to buy all of Hankyu Hanshin Express for ¥120.11bn, about ¥121.337bn with fees, adding an air and sea freight network that includes Asia; closing needs approvals and is targeted for the fourth quarter of fiscal 2026.
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.
Central Japan Railway plans to lift the Nozomi charge to its approved ceiling in July 2027 and revise Green car charges in December 2027, estimating ¥50bn to ¥60bn a year in extra revenue.
ANA Holdings and RegionalPlus Wings, the parent of AIRDO, signed a largely non-binding agreement toward a share exchange planned for April 2027, with the exchange ratio to be decided by the signing of a final contract planned for late December.
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.
Kinki Sharyo's board has resolved to sell its Piscataway plant in New Jersey for $26mn, with handover set for October 26 and a gain of about ¥2.4bn expected this fiscal year, though forecast revisions remain possible.
Bridgestone's buyback used up its ¥150bn value cap with 42,649,100 shares bought, 71.1% of the share ceiling, and the company cancelled the same number of treasury shares on September 18.
Axelspace Holdings will issue warrants over 16.5mn shares, 24.78% of voting rights, to SMBC Nikko Securities after faults in four GRUS-3 satellites; proceeds are about ¥4.3bn if all are exercised at the initial price and about ¥2.6bn at the floor.
Suzuki Motor will give 20,028 employees restricted treasury shares worth ¥824.95mn from July 2027, locked until June 2032 and forfeited on early departure unless the board accepts the reason, at a dilution of 0.02%.
Odakyu will pay 2.732% on a ¥10.5bn five-year bond and 3.428% on a ¥21.5bn ten-year green bond, whose proceeds are assigned to clean-transport investment such as rolling stock by March 2030.