Komori
Tanaken (1450) · RiskRestated

Construction Cost Risk from a Shortage of Skilled Construction Workers and Rising Labor Rates

First written in FY2019-Q3. 21 of 26 entries say "Restated". Latest entry: FY2027-H1.

26entries
8years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q3 – FY2021-Q3RestatedFY2023-Q1 – 2026-05-082019: 420192020: 420202021: 220212022: 220222023: 420232024: 220242025: 220252026: 62026
Same theme, other companies
Schedule Delays and Rising Labor Costs Due to a Shortage of Skilled Construction WorkersA theme 20 companies write about · 20 as a headwind · 0 as a tailwind

Tanaken moved to the "Worse" side of this theme in 2021, 2 years before the typical company in this theme (2023).

The whole theme swung hardest in 2024: 11 of 15 companies on the "Worse" side.

7 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 20 companies compared. The sentences above are computed from all 20.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1RestatedAnnual report

    「Although the construction industry to which we belong faces growing cost concerns due to rising building material prices and tight supply and demand for skilled construction workers,」

    Continues to cite concerns over costs arising from rising construction material prices and tight supply and demand for skilled construction workers.
  2. 2026-07-31RestatedResults

    「建築資材価格の上昇や建設技能労働者の需給の逼迫により、コスト面で不安が募る状況にあるものの」

    建築資材価格上昇と建設技能労働者の需給逼迫によるコスト面のリスクを、従来と同じく不安が募る状況として記載している。
  3. FY2026WorsenedAnnual report

    「In the construction industry in which the Company operates, concerns over costs are mounting due to rising construction material prices and tight supply and demand for skilled construction workers, although」

    The wording regarding rising construction material prices and tight supply and demand for skilled construction workers has intensified from the previous “concerns persist” to “concerns are mounting.”
  4. FY2026-H1RestatedAnnual report

    「In the construction industry in which the Company operates, concerns over costs persist due to rising construction material prices and tight supply and demand for skilled construction workers.」

    Continues to cite concerns over costs arising from rising construction material prices and tight supply and demand for skilled construction workers.
  5. FY2025RestatedAnnual report

    「Concerns over costs persisted due to soaring construction material prices and tight supply and demand for skilled construction workers.」

    Continues to cite concerns over costs arising from rising and soaring construction material prices and tight supply and demand for skilled construction workers.
  6. FY2025-H1RestatedAnnual report

    「In the construction industry in which the Company operates, concerns over costs persist due to rising construction material prices and tight supply and demand for skilled construction workers.」

    Continues to cite concerns over costs arising from rising construction material prices and tight supply and demand for skilled construction workers.
  7. FY2024-Q3RestatedAnnual report

    「In the construction industry in which the Company operates, although construction orders are showing signs of recovery, concerns over costs persist due to soaring construction material prices and tight supply and demand for skilled construction workers.」

    Continues to cite concerns over costs arising from soaring construction material prices and tight supply and demand for skilled construction workers.
  8. FY2024-Q2RestatedAnnual report

    「In the construction industry in which the Company operates, although construction orders are showing signs of recovery, concerns over costs persist due to soaring construction material prices and tight supply and demand for skilled construction workers.」

    Continues to cite concerns over costs arising from soaring construction material prices and tight supply and demand for skilled construction workers.
  9. FY2024-Q1RestatedAnnual report

    「In the construction industry in which the Company operates, although construction orders are showing signs of recovery, concerns over costs persist due to soaring construction material prices and tight supply and demand for skilled construction workers.」

    Continues to cite concerns over costs arising from soaring construction material prices and tight supply and demand for skilled construction workers.
  10. FY2023RestatedAnnual report

    「Although construction orders were showing signs of recovery, concerns over costs persisted due to soaring construction material prices and tight supply and demand for skilled construction workers.」

    Continues to cite cost concerns arising from soaring construction material prices and tight supply and demand for skilled construction workers as business-environment risks.
  11. FY2023-Q3RestatedAnnual report

    「In the construction industry in which the Company operates, although construction orders are showing signs of recovery, concerns over material procurement are increasing, while the supply and demand for skilled construction workers remains tight, and concerns over costs continue to persist.」

    Continues to cite concerns over material procurement, tight supply and demand for skilled construction workers, and costs.
  12. FY2023-Q1RestatedAnnual report

    「In the construction industry in which the Company operates, although construction orders are showing signs of recovery, concerns over material procurement are increasing, while the supply and demand for skilled construction workers remains tight, and concerns over costs continue to persist.」

    Continues to cite concerns over material procurement, tight supply and demand for skilled construction workers, and costs.
  13. FY2022WorsenedAnnual report

    「In the construction industry in which the Company operates, although construction orders are showing signs of recovery, concerns over material procurement are increasing, while the supply and demand for skilled construction workers remains tight, and concerns over costs continue to persist.」

    Explicitly cites growing concerns over material procurement in addition to the previously noted shortage of skilled workers and labor cost concerns. No quantification of the risks themselves or resulting losses is provided.
  14. FY2022-Q2WorsenedAnnual report

    「In the construction industry in which the Company operates, although construction orders are showing signs of recovery, concerns over material procurement are increasing, while the supply and demand for skilled construction workers remains tight, and concerns over costs continue to persist.」

    Explicitly cites growing concerns over material procurement in addition to the previously noted shortage of skilled construction workers and cost concerns.
  15. FY2021-Q3RestatedAnnual report

    「In addition, the supply and demand for skilled construction workers remains tight, and concerns over costs persist.」

    Continues to cite tight supply and demand for skilled construction workers and concerns over costs.
  16. FY2021-Q2RestatedAnnual report

    「In addition, the supply and demand for skilled construction workers remains tight, and concerns over costs persist.」

    Continues to cite tight supply and demand for skilled construction workers and concerns over costs.
  17. FY2021-Q1RestatedAnnual report

    「The supply and demand for skilled construction workers remains tight, and concerns over costs, including rising labor costs, persist, although」

    Continues to cite concerns over costs arising from tight supply and demand for skilled construction workers and rising labor costs.
  18. FY2020RestatedAnnual report

    「The supply-demand environment for skilled construction workers remains tight, and concerns over costs, including rising labor costs, persist, although」

    Continues to cite concerns over construction costs arising from tight supply and demand for skilled construction workers and rising labor costs.
  19. FY2020-Q3RestatedAnnual report

    「In the construction industry in which the Company operates, the supply-demand environment for skilled construction workers remains tight, and concerns over construction costs, including rising labor costs, persist, although」

    Continues to cite tight supply and demand for skilled construction workers and rising labor costs as concerns regarding construction costs.
  20. FY2020-Q2RestatedAnnual report

    「The supply-demand environment for skilled construction workers remains tight, and concerns over construction costs, including rising labor costs, persist, although」

    Continues to cite tight supply and demand for skilled workers and rising labor costs as concerns regarding construction costs.
  21. FY2020-Q1RestatedAnnual report

    「The supply-demand environment for skilled construction workers remains tight, and concerns over construction costs, including rising labor costs, persist, although」

    Continues to cite tight supply and demand for skilled workers and rising labor costs as concerns regarding construction costs.
  22. FY2019RestatedAnnual report

    「The supply-demand environment for skilled construction workers remains tight, and concerns over construction costs, including rising labor costs, persist, although」

    Continues to cite tight supply and demand for skilled workers and rising labor costs as concerns regarding construction costs.
  23. FY2019-Q3First statedAnnual report

    「The supply-demand environment for skilled construction workers remains tight, and concerns over construction costs, including rising labor costs, persist, although」

    Continues to cite tight supply and demand for skilled workers and rising labor costs as ongoing concerns regarding construction costs.
Moved together

"Uncertainty over the outlook due to trade friction, political instability overseas and a downturn in the Asian economy" moved the same way as this thread, in the same document, in 2 of its 26 moves.

22222★12345
  1. ★This thread
  2. 1Uncertainty over the outlook due to trade friction, political instability overseas and a downturn in the Asian economy2×
  3. 2Increase in current assets primarily due to an increase in accounts receivable for completed construction work2×
  4. 3Earnings improvement from increased progress on highly profitable prime-contractor projects2×
  5. 4Increase in current liabilities due to increases in construction accounts payable, advances received for uncompleted construction contracts, and other items2×
  6. 5Economic and Corporate Earnings Risks from Global Supply Chain Disruptions and Supply-Demand Imbalances2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Tanaken yet. It last moved in the Results of 2026-07-31: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.