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COMSYS Holdings (1721) · RiskWorsened

Impact on operating performance from delays in the delivery of construction materials and extended construction periods

First written in FY2021-Q1. 7 of 8 entries say "Materialised", first in FY2021-Q1. Latest entry: FY2023.

8entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2021-Q1 – FY20232020: 220202021: 220212022: 220222023: 22023
Same theme, other companies
Project Progress Risks from Shortages of Materials and Equipment and Delivery DelaysA theme 41 companies write about · 43 as a headwind · 0 as a tailwind

COMSYS Holdings moved to the "Worse" side of this theme in 2020, 2 years before the typical company in this theme (2022).

The whole theme swung hardest in 2026: 9 of 23 companies on the "Worse" side.

8 other companies' latest entry also says "Worsened".

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 41 companies compared. The sentences above are computed from all 41.
Full recordFilings, disclosures and news, newest first
  1. FY2023WorsenedAnnual report

    「In the growth areas of IT solutions and social systems, the company worked to expand sales by strengthening its sales activities through virtual companies and collaborating with alliance partners. However, profitability declined due to material shortages and price increases caused by supply chain disruptions, as well as higher costs resulting from extended construction periods. Some renewable energy-related projects also became unprofitable.」

    Higher costs resulting from material shortages, soaring prices and extended construction periods emerged as lower profitability, and the disclosure also noted the occurrence of unprofitable projects.
  2. FY2023-Q3MaterialisedAnnual report

    「Although orders increased in the IT Solutions business, the NDS Group recorded orders received of ¥58,706 million, down 8.6% year on year, net sales of ¥55,660 million, down 5.1%, and operating profit of ¥2,470 million, down 25.1%, due to delays in construction progress caused by lower capital investment by telecommunications carriers, shortages of semiconductors and other factors that delayed the delivery of construction materials.」

    Delays in the delivery of construction materials and in construction progress caused by semiconductor shortages and other factors were quantified as factors behind declines in NDS Group orders received, net sales and operating profit.
  3. FY2023-Q2MaterialisedAnnual report

    「SYSKEN Group orders received totaled ¥16,083 million, up 10.9% year on year, as it worked to expand orders for telecommunications infrastructure construction from telecommunications carriers. However, net sales were ¥11,972 million, down 19.2%, and operating profit was ¥311 million, down 62.9%, due to the impact of a decline following the completion of high-capacity wireless environment development projects, lower capital investment by telecommunications carriers, delays in construction progress caused by delayed delivery of materials and a decline in construction carried over from the previous fiscal year.」

    Delays in construction progress caused by delayed delivery of materials actually emerged as factors behind the 19.2% decline in SYSKEN Group net sales and the 62.9% decline in operating profit.
  4. FY2023-Q1MaterialisedAnnual report

    「The TOSYS Group received orders totaling ¥9,878 million, up 44.2% year on year, due to increased orders for equipment construction work from telecommunications carriers, as well as progress in orders for IT solutions, electrical equipment and public-sector projects. Due to delays in construction progress caused by delays in material delivery, the decline following the peak in advanced wireless environment development projects, and the impact of low-margin projects, revenue was ¥6,376 million, down 4.8%, and operating profit was ¥89 million, down 74.1%.」

    Delays in construction progress caused by delayed delivery of materials actually emerged as a factor behind declines in TOSYS Group net sales and operating profit.
  5. FY2022-Q1MaterialisedAnnual report

    「Although the COVID-19 pandemic caused some material shortages, net sales progressed steadily to ¥12,090 million, up 24.6% year on year, and operating profit was ¥1,179 million, up 118.2%.」

    Although the impact of material shortages caused by the COVID-19 pandemic was still noted, サンワコムシスエンジニアリング Group net sales and operating profit increased year on year.
  6. FY2021-Q3MaterialisedAnnual report

    「Although orders received increased in the NCC Facilities business, resulting in orders received of ¥43,916 million, up 6.4% year on year, net sales were ¥38,128 million, down 2.3%, and operating profit was ¥3,544 million, down 1.8%, due to partial delays in equipment deliveries and extensions to construction periods resulting from the COVID-19 pandemic and other factors.」

    Partial delays in equipment deliveries and extensions to construction periods due to the COVID-19 pandemic also emerged during the cumulative third quarter as factors behind declines in サンワコムシスエンジニアリング Group net sales and operating profit.
  7. FY2021-Q2MaterialisedAnnual report

    「Although orders received increased in the NCC Facilities business, resulting in orders received of ¥26,638 million, up 15.8% year on year, net sales were ¥23,722 million, down 4.7%, and operating profit was ¥1,943 million, down 11.5%, due to partial delays in the delivery of construction materials resulting from the COVID-19 pandemic and other factors.」

    Partial delays in the delivery of construction materials due to the COVID-19 pandemic continue to emerge as factors behind declines in サンワコムシスエンジニアリング Group net sales and operating profit.
  8. FY2021-Q1MaterialisedAnnual report

    「Due to the impact of the COVID-19 pandemic, including delayed delivery of construction materials and extended construction periods, net sales were ¥49,446 million, down 10.8% year on year, and operating profit was ¥1,800 million, down 25.4%, due to the impact of lower sales.」

    Delayed delivery of construction materials and extended construction periods actually emerged as factors behind declines in 日本コムシス Group net sales and operating profit.
Moved together

"Downside to Results from Telecommunications Carriers’ Restraint in Capital Investment" moved the same way as this thread, in the same document, in 7 of its 8 moves.

75433★12345
  1. ★This thread
  2. 1Downside to Results from Telecommunications Carriers’ Restraint in Capital Investment7×
  3. 2Sales Dependence on the NTT Group5×
  4. 3Supply Constraints Caused by Virus Variants and Shortages of Semiconductors and Other Components4×
  5. 4Uncertainty in Overseas Economies, Yen Appreciation and Falling Stock Prices3×
  6. 5Progress Delays in Carrier-Related Business3×

★ 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 COMSYS Holdings yet.
News
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Impact on operating performance from delays in the delivery of construction materials and extended construction periods | COMSYS Holdings Corporation (1721) | Komori