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Employees: 17,016
Size Konoike Transport (9025.T) is a Japan Industrials company (Air Freight/Couriers) with a market value of $973M, the 746th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,898 on 6 Nov 2026.
Performance Over six months the shares gained 2.3%, against -10.0% for the median peer and +1.8% for the Japan market (cap-weighted) — 5th highest of 21 in its peer set.
Growth Revenue grew 1.3% over the last twelve months (peer median +4.4%); the operating margin is 6.3% (peer median 5.6%).
Valuation It trades at 10.9× forward earnings against a peer median of 13.3× (4th cheapest of 16).
Price implies For today's price to make sense, revenue must grow about -13% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is -17 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 4.6 points above its cost of capital (5.0% WACC).
Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥355B | ¥356B | ¥345B | ¥315B | ¥312B |
| Revenue growth | — | +3% | +10% | +1% | — |
| Gross profit | ¥42.8B | ¥42.9B | ¥40.0B | ¥33.7B | ¥27.8B |
| EBITDA | ¥33.0B | ¥33.1B | ¥30.3B | ¥24.6B | ¥21.5B |
| Net income | ¥13.5B | ¥14.3B | ¥14.1B | ¥11.3B | ¥8.30B |
| Free cash flow | n/a | ¥12.3B | ¥14.3B | ¥10.0B | ¥14.2B |
| Capital expenditure | n/a | ¥13.7B | ¥9.92B | ¥8.22B | ¥5.80B |
| Total debt | ¥58.2B | ¥59.0B | ¥60.8B | ¥68.2B | ¥74.6B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 9025.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +4.8% | -1.1% | 6th highest of 21 |
| 6-month return | +2.3% | -10.0% | 5th highest of 21 |
| Distance from 52-week high | -19.9% | -24.5% | 9th highest of 21 |
| Revenue growth (TTM) | +1.3% | +4.4% | 6th lowest of 20 |
| Operating margin | 6.3% | 5.6% | 10th highest of 20 |
| Forward P/E | 10.9× | 13.3× | 4th cheapest of 16 |
| Growth the price implies (Req g, 7 yrs) | -12.5% | 5.9% | least demanding of 16 |
| Growth delivered (Del g) | +4.0% | +5.5% | 7th lowest of 16 |
| Hurdle (Req g minus delivered) | -16.5 pp | +0.8 pp | 5th least demanding of 16 |
| ROIC minus cost of capital | +4.6 pp | -0.5 pp | 6th highest of 20 |
| EV / EBITDA | 4.5× | 7.5× | 2nd cheapest of 10 |
| Net debt / EBITDA | -0.2× | 0.2× | 4th least indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Konoike Transport 9025.T | Japan | $973M | +2% | +1% | 6% | 10.9× | -12.5% | +4.0% |
| Cargojet CJT.TO | Canada | $1.00B | +15% | +1% | 10% | 23.4× | 12.4% | +8.2% |
| Hangzhou SF Intra-city Industrial 9699.HK | Hong Kong | $941M | -24% | +32% | 1% | 13.3× | 5.9% | +35.5% |
| Orient International Enterprise 600278.SS | China | $919M | +1% | -12% | 1% | n/a | n/a | n/a |
| Swedish Logistic Property SLP-B.ST | Sweden | $876M | -9% | +27% | 86% | 14.2× | 11.6% | +60.3% |
| Hengtong Logistic 603223.SS | China | $870M | -9% | +2% | 30% | 15.5× | -9.5% | -24.6% |
| Shenzhen Easttop Supply Chain Management 002889.SZ | China | $845M | +14% | -35% | 6% | n/a | 12.0% | +6.7% |
| Blue Dart Express BLUEDART.NS | India | $1.14B | -20% | +9% | 7% | 26.5× | 22.4% | +13.3% |
| Hamakyorex 9037.T | Japan | $808M | -2% | +9% | 10% | 11.4× | -9.0% | +5.5% |
| Bonheur BONHR.OL | Norway | $1.20B | +1% | +4% | 7% | 10.0× | 3.1% | +20.6% |
| Ferrari FERGR.AS | Netherlands | $780M | -4% | +3% | 17% | 12.8× | -2.7% | +5.0% |
| Shenzhen Feima International Supply Chain 002210.SZ | China | $768M | -36% | +116% | 11% | n/a | 34.5% | +1.5% |
| Shipping Corporation of India SCI.NS | India | $1.29B | -18% | +17% | 24% | n/a | n/a | n/a |
| KLN Logistics 0636.HK | Hong Kong | $1.30B | -15% | -2% | 4% | 7.0× | -10.4% | +2.6% |
| COSCO SHIPPING International (Hong Kong) 0517.HK | Hong Kong | $1.32B | +8% | +1% | 5% | 12.6× | 2.3% | +1.5% |
| Friend 605050.SS | China | $709M | -24% | +4% | 4% | 10.1× | n/a | n/a |
| China Master Logistics 603967.SS | China | $644M | -11% | +11% | 4% | 13.9× | -12.1% | +11.4% |
| Eternal Asia Supply Chain Management 002183.SZ | China | $1.48B | -32% | -25% | 0% | 54.3× | 29.9% | 0.0% |
| Hub HUBG | United States | $1.48B | -44% | n/a | n/a | 51.6× | n/a | n/a |
| CMST Development 600787.SS | China | $1.49B | -12% | +23% | 0% | n/a | n/a | n/a |
| Fukuyama Transporting 9075.T | Japan | $1.51B | +18% | +6% | 4% | 11.6× | 12.0% | +2.2% |