Earnings, deals and disclosures from Japan's listed autos & transport companies, in English.
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.
Central Japan Railway's quarterly revenue rose 3% on a 7% jump in inbound fares, and it will start selling fully enclosed Tokaido Shinkansen compartments from October, while a new Shizuoka conservation pact clears one legal hurdle, not full approval, for its stalled maglev tunnel.
Nippon Yusen wants full control of dry-bulk carrier NS United Kaiun at ¥10,600 a share, a premium of roughly 37%, but the target's board has voted to cancel this year's dividend only if the tender succeeds, and top shareholder Nippon Steel will accept a lower price in a separate second-stage buyback.
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 exchange found no prospect that Showa Holdings, a Standard Market company whose delisting notice is signed by a provisional administrator, can properly build or run internal controls, and will strike its shares from trading on 25 August 2026.
Senko Group Holdings bought back treasury shares beyond what Japan's Companies Act allowed in December 2025, and its board has now approved new sign-off chains, standardized manuals and mandatory legal-review rules for future dividend and buyback decisions.
Hankyu Hanshin Holdings hit the yen cap on its May-approved share buyback by July 15, spending close to ¥30bn on 6.55 million shares and finishing more than three months before the October 29 deadline it had set.
Yamato Holdings' board has set up a six-member Corporate Value Enhancement Committee, five outside directors plus CEO Toshiyuki Sakurai as chairman, tasked with reviewing past investment decisions and drafting market-facing action plans outside the time and procedural limits of its normal board meetings.
Daimler Truck AG and Toyota Motor Corporation are selling down a combined 787.9 million ARCHION shares at an indicative ¥250 to ¥300 each, a stake sale worth up to roughly ¥236bn before an over-allotment option pushes it higher.
Toyota Motor and Daimler Truck AG are selling down about 788 million ARCHION shares at a preliminary ¥250 to ¥300 each, split almost evenly between Japan and overseas buyers, with the final price capped at 95% of the stock's close on the pricing date set for sometime between July 22 and 27.
Kawasaki Heavy priced 37.35 million new shares at ¥2,609 each for ¥92.5bn net, earmarked by March 2029 for robotics-fitted plants making aircraft engines, gas turbines, semiconductor robots and hydrogen-carrier ships, alongside a separate ¥50bn zero-coupon convertible bond due 2031.
Axelspace Holdings says its new GRUS-3 constellation cleared critical orbital checks three days after launch, and the earnings forecast due July 14 already assumes the milestone holds.
A former accountant at Mikuni's Taiwan subsidiary moved company funds into a personal account for years, and the discovery has forced the Tokyo auto-parts maker to correct five annual securities reports plus eight half-year and quarterly filings.
The Japanese auto-parts maker is spending up to ¥1.5bn on a share buyback even as debt from its Hi-Lex Act deal pushes its equity ratio down to 58%, and it is closing plants in the US and Spain while reorganizing all 13 of its domestic factories by 2028.