Yamato Holdings releases Integrated Report 2026, President Sakurai explains strategies for rebuilding its "earning power."

Yamato Holdings (HD) published its Integrated Report 2026 on its website on September 28.

Integrated Report 2026 published on the website

The report consists of sections titled "Mission and Vision," "Value Creation Story," "Practical Value Creation," "Strengthening the Group Management Foundation," and "Corporate Data." In the "Mission and Vision" section, President Toshiyuki Sakurai explains three key strategies for rebuilding the company's "earning power" as a top-level message.

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An interview with Yamato Holdings President Sakurai: "Choices" for performance recovery and "Measures" for value creation. September 28, 2026

In the "No-Sacred Treasury Review," they reported on strategic shifts in domestic freighter operations, optimization of pricing and operating costs, and securitization of non-core assets.

In "Transforming the Business Portfolio," we are promoting measures such as optimizing personnel allocation, seizing opportunities boosted by the revised Logistics Efficiency Law, and "selection and concentration" in our global operations.

Regarding "AI and data-driven management," we are working to improve efficiency in indirect departments and shift resources to the front lines. In addition, in light of the fact that resource adjustments could not keep up with the decline in volume from major corporate customers in the third quarter of the fiscal year ending March 2026, and that downward cost rigidity became apparent, we are working to enhance the area of ​​transportation and delivery operations.

In "Practicing Value Creation," the construct logistics (CL) business is cited as one of the growth areas.

By utilizing its expanded network of nine "integrated business solution centers" across the country, the company aims to create not only "offensive value," such as expanding next-day delivery areas, but also "defensive value," such as improving inventory turnover, reducing the risk of damaged goods, and reducing greenhouse gas emissions, thereby contributing to both the business growth and sustainability of its customers.

Yamato Holdings/JAL Group to suspend domestic freighter operations until June next year, due to factors including the weak yen and rising fuel costs.