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    Airlines
Transimex Corporation

Transimex Corporation

HHOSE:TMS
31,850.00
VND
-2,150.00
(-6.32%)
3,394.78EPS
10.85P/E
6.05TMarket Cap
2013 Y
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
4,399.93
4,885.8
5,186.16
5,905.06
18,187.26
19,710.1
21,227.69
23,365.33
31,041.6
21,120.94
13,836.07
19,254.37
20,126.91
20,210.08
Basic EPS, GAAP
1,072.19
1,448.39
1,648.48
1,651.62
1,658.45
1,843.53
1,947.1
2,141.58
2,775.75
3,825.44
926.59
1,067.95
2,096.26
3,225.7
Free Cash Flow per Basic Share
-437.03
-178.91
-2,354.01
-1,313.86
2,314.88
-558.98
-136.67
905.06
-972.03
139.02
-3,798.63
245.6
270.64
-937.04
Dividend per Share
238.52
330.43
- -
326.9
193.65
565.81
529.6
266.92
200.3
101.56
94.99
599.82
1,125.38
1,069.49
Book Value per Share
6,982.98
8,237.91
9,310.51
10,111.79
10,861.39
12,065.44
12,643.02
15,885.54
17,980.2
21,727.67
22,627.78
23,062.56
24,156.92
26,519.93
Tangible Book Value per Share
6,462.24
7,765.53
8,823.03
9,681.74
10,244.71
11,349.84
12,068.91
15,358.18
17,224.49
21,425.34
21,092.09
21,642.33
22,847.2
25,272.83
Basic Weighted Avg Shares
91
91
94
104
117
118
110
146
206
173
173
173
173
181
Sales/Revenue/Turnover
398,368
442,358
488,804
615,661
2,131,809
2,323,712
2,340,091
3,418,341
6,381,266
3,648,088
2,389,818
3,325,665
3,476,372
3,653,312
Operating Margin (%)
13.89
15.57
18.92
18.08
8.18
5.44
7.63
5.74
5.19
9.47
7.92
7
9.29
9.83
Depreciation Expense
32,173
31,083
36,007
44,086
66,128
72,019
86,197
95,536
108,302
124,576
144,918
274,366
279,344
274,411
Net Income, GAAP
97,075
138,094
155,372
172,197
194,394
217,342
214,644
313,312
570,614
660,745
160,044
184,460
362,071
583,099
Effective Tax Rate (%)
12.32
11.51
11.72
10.42
12.71
10.75
12.08
9.13
10.77
11.87
17.39
36.15
15.34
16.26
Profit Margin (%)
24.37
31.22
31.79
27.97
9.12
9.35
9.17
9.17
8.94
18.11
6.7
5.55
10.42
15.96
Working Capital
67,776
139,169
214,517
73,408
47,050
179,276
200,562
298,880
787,243
885,564
868,196
642,772
221,800
1,028,420
LT Debt
60,511
128,657
395,281
673,509
517,329
796,924
603,497
533,607
583,265
545,536
1,778,226
1,692,049
1,236,122
1,778,397
Total Equity
633,043
745,857
868,259
1,078,388
1,421,715
1,625,789
1,947,165
2,346,510
3,489,916
4,147,586
5,110,077
5,123,175
5,296,630
5,653,897
Return on Invested Capital (%)
6.36
14.65
13.16
10.74
10.28
9.04
7.7
10.4
15.36
13.75
2.8
2.27
4.79
5
Return on Capital (%)
14.88
17.19
14.85
12.42
11.24
10.6
9.64
11.85
14.4
14.24
3.11
4.22
6.31
9.01
Return on Common Equity (%)
16.08
19.03
19.25
17.69
16.48
16.08
13.65
16.35
21.88
19.27
4.18
4.67
8.88
13.28

Capital Structure

VND

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
1,209,726
1,229,968
571,027
LT Borrowings
1,236,122
1,545,884
1,778,397
LT Finance Leases
- -
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
173
173
173
Market Capitalization
6,488,589
6,586,057
6,045,290

Working Capital

VND

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
2,114,943
2,405,813
2,276,289
Cash, Cash Equivalents & STI
1,182,422
1,536,364
1,225,905
Accounts Receivable, Net
397,786
284,076
375,896
Inventories
22,236
17,100
22,299
Total Current Liabilities
1,893,143
1,795,491
1,247,868
Payables & Accruals
- -
- -
- -
ST Debt
1,209,726
1,229,968
571,027
Deferred Revenue
- -
- -
- -

Growth Rates

VND

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
20.51%
18.89%
3.39%
Free Cash Flow
-480.84%
-658.34%
10.19%
Net Income, GAAP
21.4%
26.74%
96.29%
Sales/Revenue/Turnover
38.1%
10.61%
4.53%
Total Cash Common Dividend
- -
112.13%
87.62%

Quarterly Revenue

VND

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
690,578
821,420
905,722
903,271
3,325,665
2025
703,120
863,613
930,264
978,995
3,476,372
2026
786,007
958,046
- -
- -
- -

Quarterly Earnings Per Share

VND

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
233.33
204.9
428.43
245.1
1,067.95
2025
529.17
453
448.04
533.33
2,096.26
2026
575.14
1,748
- -
- -
- -

Quarterly Dividends Per Share

VND

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
4.76
16.51
459.15
118.76
599.82
2025
- -
- -
- -
1,118.28
1,125.38
2026
- -
- -
- -
- -
- -

Company Description

Company Profile APIChatGPT
CEO
Hiep Duy Le
Full Time Employees
1,266
Sector
Transportation
Industry
Airlines
Address
Ho Chi Minh City Vietnam
IPO Date
Aug 4, 2000
Website
transimex.com.vn
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Business
Transimex Corporation is a Vietnam-based integrated logistics and supply chain solutions provider. Founded in 1983 and headquartered in Ho Chi Minh City, Vietnam, the company delivers comprehensive multi-modal transportation, freight forwarding, and contract logistics services across domestic and international markets. Transimex operates through four primary business segments: Freight Forwarding, Warehousing and Distribution, Port and Inland Container Depot Operations, and Logistics Support Services. Its core service offerings include international ocean freight forwarding for full container load (FCL) and less-than-container load (LCL) cargo; international air freight forwarding; domestic multi-modal inland transportation via road trucking fleets, container chassis, and inland waterway barging; specialized transportation for oversized, overweight, project cargo, and exhibition goods; comprehensive warehousing and storage solutions encompassing bonded warehouses, container freight stations (CFS), cold and chilled temperature-controlled facilities, and automated distribution centers; customs clearance and brokerage; container storage, maintenance, and inland container depot (ICD) terminal handling; and supply chain value-added services such as sorting, packaging, labeling, cargo consolidation, and document archiving. In addition, the company engages in commercial real estate leasing, logistics infrastructure investment, and shipping agency operations. Transimex serves industrial manufacturers, agricultural exporters, consumer retail distributors, and multinational technology corporations, supporting anchor clients across major manufacturing hubs such as the Saigon Hi-Tech Park. Geographically, the company operates an extensive infrastructure network across Northern, Central, and Southern Vietnam, with international freight operations extending across Asia, North America, and Europe. Transimex conducts business through several operating subsidiaries and affiliates, including Transimex Logistics Corporation, Transimex Shipping Joint Stock Company, Transimex Port Corporation, and Vinafreight Joint Stock Company, supported by strategic institutional shareholders such as SCGJWD Logistics Public Company Limited and Ryobi Holdings. In recent developments, Transimex has expanded its cold chain logistics network through the phased commissioning and operational completion of its VND 1,000 billion Long An Cold Storage facility in Vinh Loc 2 Industrial Park, strengthening its distribution footprint in the Mekong Delta. The company has also increased equity investments across its port and shipping subsidiaries, expanded specialized storage capacity to manage shifting trade flows and tariff adjustments, and modernized warehouse automation and container handling infrastructure across its key logistics centers.