Profit consensus for Yamato stock falls 1.30 percent

Published on 10/19/2026 at 03:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

The fiscal 2027 consensus falls to JPY 40.63 billion from JPY 41.18 billion. Yamato stock faces a JPY 42.00 billion company forecast.

Forecast and reporting date

Yamato's fiscal 2027 ordinary-profit consensus fell 1.30 percent on October 16, 2026.
The company forecast operating profit of JPY 42.00 billion for fiscal 2027, up 48.40 percent from fiscal 2026.
Yamato's second-quarter results are scheduled for October 30, 2026.

Yamato, JP3940000007, Illustration mit AI erstellt.

Yamato Holdings (ISIN JP3940000007) saw its fiscal 2027 ordinary-profit consensus fall 1.30 percent, from JPY 41.18 billion to JPY 40.63 billion, in the October 16, 2026 update from Yahoo Finance Japan. The revision puts the market estimate below Yamato's JPY 42.00 billion company forecast for fiscal 2027.

Three dates reshape the outlook

On August 3, 2026, Yamato reported first-quarter operating revenue of JPY 443.33 billion and an operating loss of JPY 4.87 billion; on September 3, 2026, it announced the end of domestic cargo-only aircraft operations around June 2027, according to note. On October 16, 2026, Yahoo Finance Japan reported the lower consensus estimate.

What does the forecast mean for margins?

The forecast still implies a sharp profit recovery. Operating profit of JPY 42.00 billion for fiscal 2027 is 48.40 percent above the JPY 28.30 billion reported for fiscal 2026, while forecast operating revenue of JPY 1.92 trillion is 2.80 percent above the prior year's JPY 1.87 trillion, according to note. The contrast matters because the first quarter remained loss-making even as the full-year plan depends on stronger second-half parcel volumes and pricing.

October 30 results date

Yamato's investor-relations calendar lists October 30, 2026, for the announcement of second-quarter fiscal 2026 performance results, according to Yamato Holdings. That release will test whether the early-year loss is consistent with the company's seasonal earnings pattern and whether the 42.00 billion yen operating-profit forecast remains credible.

Tokyo quote and valuation

Yamato Holdings was trading at JPY 2,072.50 on the Tokyo Stock Exchange on October 19, 2026, at 10:40 a.m. JST. The market capitalization was JPY 656.3 billion, and the 52-week range was JPY 1,697.00 to JPY 2,366.50 on the same date.