Nippon Express stock falls 1.88 percent as NX expands US delivery

Published on 10/07/2026 at 04:15 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Nippon Express stock traded at JPY 5,622 on October 7, 2026, against a 52-week high of JPY 5,866. The Metro deal and fiscal 2026 guidance shape the next valuation test.

Nippon Express, JP3688370000, Illustration mit AI erstellt.

Nippon Express Holdings stock was trading at JPY 5,622 on the Tokyo Stock Exchange on October 7, 2026 at 10:58 a.m. JST, down 1.88 percent from the prior close of JPY 5,730. The latest operating move is the launch of US 5-Day Cross, a service designed to deliver cargo from the Port of Los Angeles to destinations across the United States within five days, as Yahoo Finance reported on October 5, 2026. The negative session move puts the service rollout against a valuation picture that is already close to the yearly high.

Five day delivery adds capacity

US 5-Day Cross extends the NX Ocean Fast Track service beyond port arrival by combining warehouse transshipment near Los Angeles with team-driver long-haul transport. The offer also includes cargo tracking and security sensors, giving Nippon Express a concrete service feature to sell to customers managing longer routes and tighter delivery windows.

The larger strategic transaction is the acquisition of Metro Supply Chain Group. According to Japan IR, Nippon Express disclosed the transaction on October 2, 2026, after acquiring 11,754,647 shares and reaching 100.0 percent ownership. The acquisition price was CAD 1.8 billion, equal to JPY 207.0 billion in the disclosure, and a merger is scheduled for November 1, 2026.

Guidance sets a high hurdle

For the fiscal year ending December 31, 2026, the company expects revenue of JPY 2.75 trillion, operating profit of JPY 120.0 billion, profit attributable to owners of the parent of JPY 70.0 billion and basic EPS of JPY 289.50, according to Simply Wall St in an October 2, 2026 update. The same outlook includes JPY 42.8 billion of gains from low-profit real estate sales and JPY 3.2 billion of Metro-related acquisition costs, so reported operating profit will depend on both recurring logistics demand and one-time items.

The latest quarterly finance data show JPY 704.277 billion of revenue and JPY 31.024 billion of operating profit for Q2 2026. That quarterly revenue was higher than Q1 revenue of JPY 652.337 billion, while Q2 operating profit was higher than Q1 operating profit of JPY 15.745 billion.

Consensus sits near the market price

Investing.com lists a 12-month consensus of 8 analysts as Buy, with 3 Buy ratings, 5 Hold ratings and 0 Sell ratings. The average target is JPY 5,640, with a high of JPY 6,500 and a low of JPY 3,320; the average target lies 0.32 percent above the October 7 price.

Stock remains below yearly high

Nippon Express stock was trading at JPY 5,622 on October 7, 2026, with a session range of JPY 5,614 to JPY 5,707. Its 52-week range was JPY 3,169 to JPY 5,866, leaving the quote JPY 244, or 4.16 percent, below the high. Market capitalization stood at JPY 1.4 trillion on October 7, 2026, while volume reached 152,200 shares.