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Japanese trucking company providing less-than-truckload freight transport, focused on western Japan.
Japanese trucking company providing less-than-truckload freight transport, focused on western Japan.
Charges per shipment by weight, size and distance, and profits depend on how full its trucks and hub network are. Driver shortages and the overtime limits for Japanese truck drivers that began in 2024 have lifted labour costs across the industry.
In one line: A regional Japanese LTL trucking firm.
Moat: none (distribution). Regional trucking network without a durable edge over other Japanese carriers.
Headquarters: Hiroshima, Japan · Founded: 1943 · Employees: 22,501
Size Fukuyama Transporting (9075.T) is a Japan Industrials company (Air Freight/Couriers) with a market value of $1.51B, the 574th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥6,130 on 6 Nov 2026.
Performance Over six months the shares gained 18.1%, against -10.9% for the median peer and +1.8% for the Japan market (cap-weighted) — 2nd highest of 21 in its peer set.
Growth Revenue grew 6.3% over the last twelve months (peer median +1.5%); the operating margin is 3.8% (peer median 4.8%).
Valuation It trades at 11.6× forward earnings against a peer median of 14.2× (6th cheapest of 16).
Price implies For today's price to make sense, revenue must grow about 12% a year for seven years (Req g). Recent delivered growth is +2%, so the hurdle is +10 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 3.6 points below its cost of capital (6.0% WACC).
Next results Next results expected around 11 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥325B | ¥319B | ¥302B | ¥288B | ¥293B |
| Revenue growth | — | +5% | +5% | -2% | — |
| Gross profit | ¥22.8B | ¥18.8B | ¥16.3B | ¥18.7B | ¥29.1B |
| EBITDA | ¥33.8B | ¥31.0B | ¥26.2B | ¥26.1B | ¥36.5B |
| Net income | ¥15.4B | ¥13.7B | ¥8.75B | ¥7.83B | ¥20.8B |
| Free cash flow | ¥10.3B | ¥7.41B | -¥12.8B | -¥6.50B | ¥15.3B |
| Capital expenditure | ¥18.7B | ¥22.1B | ¥38.9B | ¥26.1B | ¥16.4B |
| Total debt | ¥112B | ¥111B | ¥110B | ¥98.9B | ¥101B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Fukuyama Transporting 9075.T | $1.51B | +18% | +6% | 4% | 11.6× | 12.0% |
| Seino 9076.T | $2.48B | +9% | +7% | 5% | 14.5× | -3.2% |
| SENKO 9069.T | $2.45B | +23% | +7% | 4% | 15.2× | 4.4% |
| Nippon Express Hldgs 9147.T | $8.22B | +35% | +2% | 3% | 17.6× | 7.9% |
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 | 9075.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +0.5% | -1.9% | 7th highest of 21 |
| 6-month return | +18.1% | -10.9% | 2nd highest of 21 |
| Distance from 52-week high | -13.7% | -24.5% | 5th highest of 21 |
| Revenue growth (TTM) | +6.3% | +1.5% | 8th highest of 20 |
| Operating margin | 3.8% | 4.8% | 8th lowest of 20 |
| Forward P/E | 11.6× | 14.2× | 6th cheapest of 16 |
| Growth the price implies (Req g, 7 yrs) | 12.0% | 3.7% | 4th most demanding of 15 |
| Growth delivered (Del g) | +2.2% | +7.7% | 5th lowest of 15 |
| Hurdle (Req g minus delivered) | +9.8 pp | -5.1 pp | 4th most demanding of 15 |
| ROIC minus cost of capital | -3.6 pp | -1.4 pp | 5th lowest of 20 |
| EV / EBITDA | 9.4× | 8.4× | 6th cheapest of 11 |
| Net debt / EBITDA | 2.3× | 0.5× | 4th most indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Fukuyama Transporting 9075.T | Japan | $1.51B | +18% | +6% | 4% | 11.6× | 12.0% | +2.2% |
| CMST Development 600787.SS | China | $1.49B | -12% | +23% | 0% | n/a | n/a | n/a |
| Hub HUBG | United States | $1.48B | -44% | n/a | n/a | 51.6× | n/a | n/a |
| Eternal Asia Supply Chain Management 002183.SZ | China | $1.48B | -32% | -25% | 0% | 54.3× | 29.9% | 0.0% |
| COSCO SHIPPING International (Hong Kong) 0517.HK | Hong Kong | $1.32B | +8% | +1% | 5% | 12.6× | 2.3% | +1.5% |
| KLN Logistics 0636.HK | Hong Kong | $1.30B | -15% | -2% | 4% | 7.0× | -10.4% | +2.6% |
| Xiamen International Trade 600755.SS | China | $1.77B | -10% | +28% | 0% | 11.5× | n/a | n/a |
| Shipping Corporation of India SCI.NS | India | $1.29B | -18% | +17% | 24% | n/a | n/a | n/a |
| Bonheur BONHR.OL | Norway | $1.20B | +1% | +4% | 7% | 10.0× | 3.1% | +20.6% |
| Blue Dart Express BLUEDART.NS | India | $1.14B | -20% | +9% | 7% | 26.5× | 22.4% | +13.3% |
| Cargojet CJT.TO | Canada | $1.00B | +15% | +1% | 10% | 23.4× | 12.4% | +8.2% |
| Liaoning Cheng Da 600739.SS | China | $2.29B | -16% | -27% | -17% | n/a | 4.4% | -10.1% |
| Konoike Transport 9025.T | Japan | $973M | +2% | +1% | 6% | 10.9× | -12.5% | +4.0% |
| China Railway Special Cargo Logistics 001213.SZ | China | $2.35B | -11% | -3% | 3% | n/a | 2.1% | +7.2% |
| Jiayou International Logistics 603871.SS | China | $2.41B | -8% | -10% | 19% | 11.3× | -7.9% | +20.7% |
| Hangzhou SF Intra-city Industrial 9699.HK | Hong Kong | $941M | -24% | +32% | 1% | 13.3× | 5.9% | +35.5% |
| SENKO 9069.T | Japan | $2.45B | +23% | +7% | 4% | 15.2× | 4.4% | +9.5% |
| 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% |
| Mitsubishi Logistics 9301.T | Japan | $2.67B | -15% | -1% | 6% | 16.0× | n/a | n/a |