日本海事新聞ニュース Japan Maritime Daily Aug 06, 2026 (Thu)

NYK’s ordinary profit for the April-June quarter rose by 27% to 71.2 billion yen

　NYK announced on August 5 that its consolidated ordinary profit for the April-June quarter of 2026 ・・・ 続きはログインして下さいnext %E3%80%80NYK+announced+on+August+5+that+its+consolidated+ordinary+profit+for+the+April-June+quarter+of+2026+rose+by+27%25+from+the+same+period+last+year+to+71.2+billion+yen.+The+impact+of+the+closure+of+the+Strait+of+Hormuz+in+the+Middle+East+was+less+than+expected%2C+while+the+dry+bulk+and+energy+businesses+secured+profit+growth.+The+yen%E2%80%99s+depreciation+also+contributed.+For+the+full+year+ending+March+2027%2C+the+company+expects+consolidated+ordinary+profit+of+250+billion+yen%2C+up+18%25+from+the+previous+period%2C+as+announced+on+July+30.+In+addition+to+strong+performance+in+dry+bulk+and+energy%2C+profits+from+container+shipping+are+also+expected+to+exceed+those+of+the+previous+period.+%3Cbr%3E+%3Cbr%3E%E3%80%80By+segment%2C+ordinary+profit+for+the+April-June+quarter+of+2026+declined+for+liner+operations+to+10+billion+yen%2C+down+17%25+from+the+same+period+last+year%3B+logistics+posted+a+loss+of+2.4+billion+yen%2C+compared+with+a+profit+of+3.2+billion+yen+in+the+same+period+last+year%3B+and+automobile+operations+fell+by+42%25+to+16.8+billion+yen.+In+contrast%2C+dry+bulk+operations+turned+profitable%2C+posting+a+profit+of+19.4+billion+yen+after+a+loss+of+2.7+billion+yen%2C+while+energy+operations+saw+a+substantial+increase+in+profit+to+about+double%2C+at+23.9+billion+yen.+%3Cbr%3E%E3%80%80For+the+full+year%2C+the+company+expects+net+sales+of+2.881+trillion+yen%2C+up+19%25+from+the+previous+period%3B+operating+profit+of+185+billion+yen%2C+up+34%25%3B+and+net+profit+of+240+billion+yen%2C+up+13%25.+The+company+also+raised+its+planned+annual+dividend+from+its+previous+forecast+of+200+yen+per+share+to+240+yen.+%3Cbr%3E%E3%80%80The+assumptions+are+that+the+closure+of+the+Strait+of+Hormuz+in+the+Middle+East+will+continue+until+the+end+of+September%2C+while+use+of+the+Cape+of+Good+Hope+route+to+bypass+the+Suez+Canal+will+continue+throughout+the+current+period.+The+exchange+rate+assumption+is+157.22+yen+per+dollar%2C+and+the+fuel+oil+price+assumption+is+%24741.44+per+ton.+%3Cbr%3E%E3%80%80Takuji+Banno%2C+Senior+Managing+Executive+Officer%2C+said+at+an+online+press+conference+on+August+5+that%2C+regarding+the+key+points+of+the+full-year+forecast%2C+%E2%80%9CContainer+cargo+volumes+are+currently+very+strong%2C+but+earnings+will+be+significantly+affected+by+how+far+the+industry+as+a+whole+can+prevent+freight+rates+from+declining+from+the+end+of+this+year+into+the+beginning+of+next+year.%E2%80%9C+%3Cbr%3E%E3%80%80By+segment%2C+full-year+ordinary+profit+for+container+shipping+is+expected+to+rise+by+80%25+to+83+billion+yen%2C+supported+by+a+surge+in+short-term+freight+rates%2C+mainly+in+the+first+half+of+the+year.+Dry+bulk+is+likely+to+post+a+sharp+increase+in+profit+to+36+billion+yen%2C+3.3+times+the+previous+period%E2%80%99s+level%2C+as+market+conditions+for+all+vessel+types+are+expected+to+exceed+those+of+the+previous+period.+%3Cbr%3E%E3%80%80Energy+is+also+expected+to+increase+by+7%25+to+56+billion+yen%2C+reflecting+higher+market+rates+for+VLCCs+%28Very+Large+Crude+Carriers%29+and+VLGCs+%28Very+Large+LPG+%EF%BC%9Cliquefied+petroleum+gas%EF%BC%9E+Carriers%29.+Meanwhile%2C+the+automobile+segment+is+expected+to+decline+by+15%25+to+81+billion+yen%2C+weighed+down+by+increases+in+fuel+prices+and+operating+costs.+The+logistics+business+is+expected+to+post+a+loss+of+1+billion+yen%2C+compared+with+a+profit+of+9.4+billion+yen+in+the+previous+period%2C+due+to+costs+associated+with+business+expansion.+%3Cbr%3E%E3%80%80%E2%96%A0+TOB+for+NSU%3B+NYK+to+be+a+global+leader+in+Capesize+vessels+%3Cbr%3E%E3%80%80In+conjunction+with+its+earnings+announcement%2C+NYK+also+explained+the+significance+of+and+synergies+from+the+TOB+%28tender+offer+bid%29+for+NS+United+Kaiun+Kaisha+%28NSU%29%2C+announced+on+July+31.+%3Cbr%3E%E3%80%80Banno+said%3A+%E2%80%9CNSU+has+a+solid+and+stable+earnings+base.+By+joining+forces%2C+we+can+reduce+the+volatility+of+earnings+in+our+dry+bulk+business.%E2%80%9C+%3Cbr%3E%E3%80%80He+also+expressed+expectations+that+incorporating+NSU%E2%80%99s+leading+domestic+coastal+shipping+business+would+strengthen+the+domestic+logistics+base%2C+including+connectivity+with+its+international+shipping+business.+%3Cbr%3E%E3%80%80He+cited+four+synergies+from+making+it+a+consolidated+subsidiary%3A+1.+Optimizing+vessel+deployment+and+strengthening+procurement+capabilities+by+expanding+the+dry+bulk+fleet%3B+2.+Capturing+new+transportation+demand+associated+with+decarbonization%3B+3.+Strengthening+the+logistics+base+and+next-generation+shipping+infrastructure+through+collaboration+between+domestic+and+international+shipping+businesses%3B+and+4.+Strengthening+the+growth+foundation+through+the+mutual+use+of+human+resources+and+overseas+networks.+%3Cbr%3E%E3%80%80Banno+emphasized%2C+%E2%80%9CThe+biggest+benefit+is+economies+of+scale.%E2%80%9C+By+integrating+the+two+companies%E2%80%99+fleets%2C+they+will+create+a+world-class+fleet+in+the+Capesize+segment+and+%E2%80%9Cbe+established+as+a+leading+player+in+the+dry+bulk+market.%E2%80%9C+%3Cbr%3E%E3%80%80NYK+currently+holds+an+18.35%25+stake+in+NSU.+Following+the+completion+of+a+series+of+transactions%2C+including+the+TOB%2C+its+ownership+stake+will+rise+to+83.33%25.+Nippon+Steel+Corporation%2C+the+largest+shareholder+in+NSU+with+a+33.36%25+stake%2C+will+continue+to+hold+a+16.67%25+stake.+The+total+estimated+acquisition+cost+is+156.8+billion+yen%2C+and+the+series+of+procedures+is+scheduled+to+be+completed+by+mid-April+2027.+%3Cbr%3E%E3%80%80NYK+also+disclosed+the+cash+flow+%28CF%29+status+under+its+medium-term+management+plan%2C+taking+into+account+its+tender+offer+for+NSU.+%3Cbr%3E%E3%80%80In+connection+with+the+TOB+for+NSU+and+other+transactions%2C+investment+cash+flow+will+increase+by+140+billion+yen+to+1.62+trillion+yen%2C+while+ordinary+dividends+will+increase+by+10+billion+yen+to+400+billion+yen%2C+resulting+in+a+150+billion+yen+increase+in+cash+outflows.+This+will+be+covered+by+a+40+billion+yen+increase+in+operating+cash+flow+due+to+stronger-than-expected+performance+and+110+billion+yen+in+management+allocation.+%3Cbr%3E%3Cbr%3E%3Cbr%3E%3Cbr%3EDisclaimer%3A+The+English+translations+provided+through+this+service+are+the+result+of+translations+made+by+The+Japan+Maritime+Daily+or+automatically+and+mechanically+translated+by+The+Japan+Maritime+Daily+using+an+automated+translation+system+provided+by+a+third+party+after+certain+processing+of+the+Japanese+content+licensed+by+the+third+party.+In+terms+of+the+English+translation%2C+The+Japan+Maritime+Daily+and+MarineNet+Co.%2C+Ltd.+make+no+warranty+or+burden+of+any+kind%2C+express+or+implied%2C+including+its+accuracy%2C+reliability%2C+validity+or+fitness+for+a+particular+purpose.+MarineNet+Users+should+fully+understand+that+this+service+uses+an+automated+translation+system+that+automatically+and+mechanically+recognizes+and+analyzes+information+and+produces+results.+The+users+should+understand+the+above+conditions+before+using+this+service.%3Cbr%3E%3Cbr%3E%E5%85%8D%E8%B2%AC%E4%BA%8B%E9%A0%85%EF%BC%9A%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E4%BB%8B%E3%81%97%E3%81%A6%E6%8F%90%E4%BE%9B%E3%81%95%E3%82%8C%E3%82%8B%E8%8B%B1%E8%A8%B3%E3%81%AF%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%BD%9C%E6%88%90%E3%81%99%E3%82%8B%E3%81%8B%E3%80%81%E5%8F%88%E3%81%AF%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8B%E3%82%89%E4%BD%BF%E7%94%A8%E8%A8%B1%E8%AB%BE%E3%82%92%E5%8F%97%E3%81%91%E3%81%9F%E6%97%A5%E6%9C%AC%E8%AA%9E%E3%81%AE%E3%82%B3%E3%83%B3%E3%83%86%E3%83%B3%E3%83%84%E3%82%92%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%B8%80%E5%AE%9A%E3%81%AE%E5%87%A6%E7%90%86%E3%82%92%E8%A1%8C%E3%81%A3%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8C%E6%8F%90%E4%BE%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E5%88%A9%E7%94%A8%E3%81%97%E3%81%A6%E8%87%AA%E5%8B%95%E7%9A%84%E3%83%BB%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E7%BF%BB%E8%A8%B3%E3%81%97%E3%81%9F%E7%B5%90%E6%9E%9C%E3%81%A7%E3%81%82%E3%82%8A%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%80%81%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%81%AF%E3%80%81%E5%BD%93%E8%A9%B2%E8%8B%B1%E8%A8%B3%E3%81%AB%E9%96%A2%E3%81%97%E3%81%A6%E3%80%81%E3%81%9D%E3%81%AE%E6%AD%A3%E7%A2%BA%E6%80%A7%E3%80%81%E4%BF%A1%E9%A0%BC%E6%80%A7%E3%80%81%E5%A6%A5%E5%BD%93%E6%80%A7%E5%8F%8A%E3%81%B3%E7%89%B9%E5%AE%9A%E7%9B%AE%E7%9A%84%E3%81%B8%E3%81%AE%E9%81%A9%E5%90%88%E6%80%A7%E3%82%92%E5%90%AB%E3%82%81%E3%80%81%E6%98%8E%E7%A4%BA%E5%8F%88%E3%81%AF%E9%BB%99%E7%A4%BA%E3%81%AB%E3%82%82%E3%80%81%E3%81%84%E3%81%8B%E3%81%AA%E3%82%8B%E4%BF%9D%E8%A8%BC%E3%82%82%E3%81%97%E3%81%BE%E3%81%9B%E3%82%93%E3%80%82%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%83%A6%E3%83%BC%E3%82%B6%E3%83%BC%E3%81%AF%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%8C%E3%80%81%E8%87%AA%E5%8B%95%E7%9A%84%E3%81%8B%E3%81%A4%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E6%83%85%E5%A0%B1%E3%82%92%E8%AA%8D%E8%AD%98%E3%83%BB%E5%88%86%E6%9E%90%E3%81%97%E3%81%A6%E7%B5%90%E6%9E%9C%E3%82%92%E5%87%BA%E5%8A%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E4%BD%BF%E7%94%A8%E3%81%97%E3%81%9F%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%A7%E3%81%82%E3%82%8B%E3%81%93%E3%81%A8%E3%82%92%E5%8D%81%E5%88%86%E3%81%AB%E7%90%86%E8%A7%A3%E3%81%97%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E5%88%A9%E7%94%A8%E3%81%99%E3%82%8B%E3%82%82%E3%81%AE%E3%81%A8%E3%81%97%E3%81%BE%E3%81%99%E3%80%82%3Cbr%3E

日本郵船、経常27%増712億円。4―6月期、ホルムズ影響限定的

2026/08/06(木)

日本海事新聞 JMD

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