Kerry TJ Logistics Company Limited

Kerry TJ Logistics Company Limited

2608.TW
Kerry TJ Logistics Company LimitedTW flagTaiwan Stock Exchange
29.95
TWD
+0.20
- -
13.99BMarket Cap
Kerry TJ Logistics Company Limited
2608.TW
(Taiwan Stock Exchange)

Recent

price

29.95

P/E

ratio

- -

div

yld

- -

ROIC.AI

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
FRC
13.54
14.45
15.4
15.61
17.64
18.71
19.51
20.72
22.24
25.39
26.43
27.92
27.26
25.77
27.11
- -
27.54
Revenue per Share
1.23
1.43
1.69
1.83
2.05
2.74
2.68
2.54
2.61
2.9
3.21
2.99
2.66
3.63
2.25
- -
1.98
Basic EPS, GAAP
1.47
-0.79
0.51
1.95
1.17
1.28
-0.36
0.19
-0.07
2.85
4.29
1.44
2.16
2.69
2.96
- -
3.54
Free Cash Flow per Basic Share
0.53
0.7
0.9
1.1
1.4
1.5
1.73
1.5
1.6
1.56
1.45
1.68
1.65
1.65
2.6
- -
- -
Dividend per Share
11.71
12.29
12.7
14.56
13.71
14.36
14.99
15.59
16.55
17.52
19.06
19.9
20.94
22.61
21.95
- -
22.16
Book Value per Share
13.98
14.39
14.88
15.69
16.18
16.86
16.23
17.69
18.84
20.62
22.37
23.93
25.31
27.23
27.07
- -
27.66
Tangible Book Value per Share
482
484
484
484
484
484
482
467
467
467
467
467
467
467
467
- -
466
Basic Weighted Avg Shares
6,528
6,988
7,448
7,549
8,530
9,047
9,401
9,677
10,384
11,856
12,344
13,036
12,730
12,033
12,661
12,837
12,837
Sales/Revenue/Turnover
11.58
11.44
11.83
14.43
13.76
15.57
15.6
13.07
13.82
14.41
15.89
13.9
13.18
12.79
12.59
12.17
12.17
Operating Margin (%)
325
298
335
365
395
452
516
548
552
1,114
1,147
1,220
1,334
1,422
1,436
1,496
1,496
Depreciation Expense
592
693
820
883
990
1,327
1,291
1,185
1,217
1,352
1,497
1,395
1,240
1,696
1,049
921
921
Net Income, GAAP
17.64
18.41
17.61
19.58
18.05
20.47
18.69
19.03
21.36
18.44
20.2
19.21
18.96
16.14
18.93
19.78
19.78
Effective Tax Rate (%)
9.08
9.92
11
11.7
11.61
14.67
13.74
12.25
11.72
11.41
12.13
10.7
9.74
14.09
8.28
7.18
7.18
Profit Margin (%)
1,263
693
586
536
291
29
-55
-328
287
184
498
435
411
428
352
580
580
Working Capital
50
599
585
170
515
197
1,240
1,395
2,670
6,776
6,656
8,321
8,478
7,572
7,484
7,405
7,405
LT Debt
6,743
6,979
7,214
7,604
7,911
8,239
7,905
8,367
8,898
10,015
10,823
11,533
12,163
13,050
12,961
13,204
13,204
Total Equity
9.15
8.66
9.03
10.86
11.48
12.62
12.47
9.55
9.37
9.04
8.58
7.48
6.4
5.99
6.02
5.8
5.8
Return on Invested Capital (%)
10.38
10.78
11.82
12.05
13.52
17.78
15.37
12.41
11.47
9.91
9.04
7.82
6.31
8.58
5.32
4.55
4.55
Return on Capital (%)
10.82
11.97
13.57
13.4
14.48
19.55
18.23
16.34
16.21
17
17.53
15.33
13.01
16.68
10.08
8.95
8.95
Return on Common Equity (%)

Capital Structure

FRC

in mil. unless spec.
Jun'25
Sep'25
Dec'25
ST Debt
920
1,012
977
LT Borrowings
3,839
4,269
3,894
LT Finance Leases
3,356
3,574
3,511
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
467
467
467
Market Capitalization
15,786
16,014
15,454

Working Capital

FRC

in mil. unless spec.
Jun'25
Sep'25
Dec'25
Total Current Assets
4,142
4,100
3,956
Cash, Cash Equivalents & STI
1,965
1,908
1,835
Accounts Receivable, Net
1,806
1,829
1,755
Inventories
72
79
73
Total Current Liabilities
4,214
3,488
3,377
Payables & Accruals
- -
- -
- -
ST Debt
920
1,012
977
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
4.93%
4.1%
1.87%
Free Cash Flow
-452.25%
7.56%
19.59%
Net Income, GAAP
-1.79%
-6.3%
-12.14%
Sales/Revenue/Turnover
3.68%
0.88%
1.39%
Total Cash Common Dividend
- -
- -
-36.54%

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
2,903
2,919
3,087
3,124
12,033
2024
3,000
3,087
3,239
3,335
12,661
2025
3,051
3,269
3,312
3,205
12,837

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
0.56
1.8
0.61
- -
3.63
2024
0.58
0.55
0.57
- -
2.25
2025
0.43
0.59
0.54
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
1.65
2024
- -
- -
- -
- -
2.6
2025
- -
- -
- -
- -
- -
Business
Kerry TJ Logistics Company Limited (2608.TW) is a Taiwan-based company principally engaged in transportation and logistics businesses, providing automobile cargo transportation, container transportation, warehousing, and refrigeration delivery services primarily in the domestic market. The company offers freight transportation services including consignment of bulk cargo, logistics distribution for enterprise customers, cross-strait freight delivery services for commercial customers, and cash-on-delivery services; integrated logistics services encompassing supply chain solutions for apparel, electronics, food and industrial industries, cold chain logistics, unstuffing, storage and distribution processing, bonded warehousing, and reverse logistics; as well as additional offerings such as cold storage and temperature-controlled distribution, devanning, sorting, retrieving, disposal, customized value-added services, international freight forwarding, sea freight, air freight, sea-air joint freight, insurance brokerage, customs clearance, courier services, domestic and international shipping, warehousing and fulfillment, cross-border logistics, supply chain management, and order tracking. Founded prior to its public listing and headquartered in Taiwan, Kerry TJ Logistics operates mainly within Taiwan with capabilities extending to cross-strait and international routes, targeting enterprise customers, commercial clients, and e-commerce sectors across industries like apparel, electronics, food, and industrials. Recent developments include the implementation of robotics automation in its first warehouse for apparel and e-commerce operations to enhance picking efficiency and storage utilization as of 2023, alongside ongoing integration with e-commerce logistics platforms for real-time tracking and post-purchase management.