NYK Full Year Profit Forecast to ¥240 Billion Strong Car Carrier Business 日本郵船、通期経常益2400億円 自動車船が堅調

NYK Revises Full Year Ordinary Profit Forecast to ¥240 Billion Strong Car Carrier Business, Dividend Payout Ratio Targeted at 40%

日本郵船、通期経常益2400億円　自動車船が堅調、配当性向40％を目安に

On August 5, Nippon Yusen Kaisha (NYK) announced its consolidated financial results for the April–June 2025 quarter. The company now expects its consolidated ordinary profit for the fiscal year ending March 2026 to reach ¥240 billion (USD 1.655 billion, based on an exchange rate of ¥145 to the dollar). This represents a downward revision of ¥15 billion from the previous forecast issued on May 8,
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Article Highlights
→ Although NYK revised its earnings forecast downward, it continues to maintain the highest profit level among Japan’s major shipping companies.

→ With regard to its car carrier business, attention had been focused on the potential impact of tariffs in Japan and the United States. However, for the April–June quarter, Executive Officer Takashi Yamamoto stated that “cargo movements remained firm thanks to the efforts of automakers,” and the company revised its full-year ordinary profit forecast for the segment upward by ¥4 billion to ¥100 billion.

→ The annual dividend is set at ¥235 per share, and NYK stated that the dividend payout ratio would be “determined with 40% of full-year ordinary profit as a benchmark.”

日本郵船、通期経常益2400億円　自動車船が堅調、配当性向40％を目安に

日本郵船は8月5日、2025年4～6月期の連結決算を発表した。2026年3月期の連結経常利益は2400億円と見込んでおり、5月8日発表から150億円の下方修正となったが、

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この記事のポイント

→日本郵船は業績予想を下方修正したが海運大手として最大の利益水準を維持する。

→自動車専用船については、日米の関税の影響が注目されていたが、4～6月期は「自動車メーカーの努力により荷動きは堅調だった」（山本敬志執行役員、Executive Officer, Takashi Yamamoto）として、部門別の通期の経常利益予想を40億円上方修正し、1000億円とした。

→年間配当は1株当たり235円とし、通期経常利益予想に対する配当性向は「40％を目安に決定する」（日本郵船）とした。