ONE Raises FY2027 Net Income Forecast to US$900m 　ONE、2027年3月期利益予想を9億ドルへ上方修正

Forecast Tripled From Previous Estimate, Boosting Earnings Outlook for Japan’s Three Shipping Groups

前回予想から3倍増、邦船3社の業績押し上げ

　Ocean Network Express (ONE) on Aug. 4 revised upward its full-year net income forecast for the fiscal year ending March 2027 to US$900 million. The forecast was tripled from the previous estimate of US$300 million, reflecting the recent recovery in freight rates and solid cargo demand.

■The full article covers the following topics (approximately 2,000 words)

→A detailed explanation of the factors behind ONE’s upward revision of its FY2027 net income forecast to US$900 million, three times the previous estimate

→An analysis of why vessels remained fully utilised on the Europe trade and the supply-demand conditions that supported higher freight rates

→An explanation of the earnings revision, including the sharp increase in the first-half profit forecast alongside the reduction in the second-half outlook

→An assessment of how ONE’s improved earnings are supporting the upgraded full-year earnings forecasts of NYK, MOL and K Line

→An overview of ONE’s business strategy and earnings outlook, supported by a fleet of 284 vessels with a total capacity of approximately 2.26 million TEU

(The remainder of this article is available in the paid edition, published in both English and Japanese. The Japanese version follows the English article.)

ONE、2027年3月期利益予想を9億ドルへ上方修正

前回予想から3倍増、邦船3社の業績押し上げ

　Ocean Network Express（ONE）は4日、2027年3月期通期の税引後利益予想を9億ドルへ上方修正した。前回予想の3億ドルから3倍となる大幅な引き上げで、足元の運賃上昇と堅調な荷動きを反映した。

■記事本文では以下の内容を読むことができます（記事全文約2,000文字）

→ONEが2027年3月期の税引後利益予想を前回の3倍となる9億ドルへ上方修正した背景を詳報

→欧州航路でも満船運航が続いた理由と、運賃上昇を支えた需給環境を分析

→上期利益を大幅増額する一方、下期予想を引き下げた業績修正の中身を解説

→日本郵船、商船三井、川崎汽船の通期業績を押し上げるONEの収益改善の影響を整理

→船隊284隻・約226万TEUを擁するONEの事業戦略と今後の業績見通しを紹介

（続きは英語と日本語で書かれた有料版の本文でお読みください。日本語の記事は英文記事に続いて掲載されています）