Komori
Yondenko (1939) · RiskRestated

Rising Materials Prices and Labor Costs and Labor Shortages

First written in FY2016. 21 of 32 entries say "Restated". Latest entry: 2026-07-31.

32entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q1 – FY2020-Q3RestatedFY2021-Q3 – FY2022-Q2MaterialisedFY2022 – FY2024-Q3RestatedFY2025-H1 – 2026-07-312016: 320162017: 420172018: 420182019: 420192020: 220202021: 320212022: 320222023: 320232024: 220242025: 120252026: 32026
Same theme, other companies

Yondenko moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).

The whole theme swung hardest in 2022: 28 of 41 companies on the "Worse" side.

19 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 50 companies compared. The sentences above are computed from all 50.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「In the construction industry, the order environment was generally favorable, with the recovery in capital investment continuing. However, it was necessary to appropriately address the impact of rising prices for construction equipment and materials and labor shortages on decisions to accept orders, construction costs and project progress.」

    Rising prices for construction equipment and materials and labor shortages continue to be described as conditions that could affect decisions to accept orders, construction costs and project progress.
  2. FY2025-H1RestatedAnnual report

    「In the construction industry, the order environment was generally favorable, with the recovery in capital investment and public investment continuing. However, conditions required attention to the potential impact of rising prices for construction equipment and materials and labor shortages on decisions to accept orders, construction costs and project progress.」

    Rising prices for construction equipment and materials and labor shortages continue to be described as conditions that could affect decisions to accept orders, construction costs and project progress.
  3. FY2024-Q3MaterialisedAnnual report

    「In the construction industry, the order environment was relatively favorable, with signs of a recovery in capital investment and public investment. However, conditions required attention to the impact of rising prices for construction equipment and materials and procurement delays on decisions to accept orders, construction costs and project progress.」

    Rising prices for construction equipment and materials and procurement delays continue as actual business conditions that could affect decisions to accept orders, construction costs and project progress.
  4. FY2024-Q2MaterialisedAnnual report

    「In the construction industry, the order environment was relatively favorable, with signs of a recovery in capital investment and public investment. However, conditions required attention to the impact of rising prices for construction equipment and materials and procurement delays on decisions to accept orders, construction costs and project progress.」

    Rising prices for construction equipment and materials and procurement delays are described as actual business conditions that could affect decisions to accept orders, construction costs and project progress.
  5. FY2024-Q1MaterialisedAnnual report

    「In the construction industry, the order environment was relatively favorable, with signs of a recovery in capital investment. However, conditions required attention to the impact of rising prices for construction equipment and materials on decisions to accept orders and on construction costs.」

    Rising prices for construction equipment and materials continued as actual business conditions, and the company describes conditions requiring attention to their impact on decisions to accept orders and construction costs.
  6. FY2023-Q3MaterialisedAnnual report

    「In the construction industry, the order environment was relatively favorable, with signs of a recovery in capital investment. However, conditions required attention to the impact on project progress and construction costs from delays in procuring construction equipment and materials and rising prices.」

    Delays in procuring construction equipment and materials and rising prices continue to occur as actual business conditions, and their impact on project progress and construction costs is described.
  7. FY2023-Q2MaterialisedAnnual report

    「In the construction industry, the order environment was relatively favorable, with signs of a recovery in capital investment. However, conditions required attention to the impact on project progress and construction costs from delays in procuring construction equipment and materials and rising prices.」

    Delays in procuring construction equipment and materials and rising prices are described not merely as concerns, but as actual business conditions affecting project progress and construction costs.
  8. FY2023-Q1WorsenedAnnual report

    「In the construction industry, the order environment was relatively favorable, with signs of a recovery in capital investment. However, conditions required attention to the impact on construction costs from rising prices for construction equipment and materials and delivery delays.」

    In addition to the previous risks of rising material prices and construction costs, delivery delays for construction equipment and materials are expressly identified, and the company describes conditions requiring attention to their impact on construction costs.
  9. FY2022WorsenedAnnual report

    「If the material and subcontracting costs included in construction costs rise significantly due to deteriorating procurement conditions or other factors, this could affect project profitability. In particular, the company needs to monitor the impact on material prices and supply chains from the prolonged COVID-19 pandemic and soaring global material prices.」

    In addition to the previous risks of rising material prices and labor costs, the company expressly identifies soaring global material prices, deteriorating procurement conditions and supply chain disruptions.
  10. FY2022-Q2RestatedAnnual report

    「② Changes in construction costs (material prices, labor costs, etc.)」

    The company continues to identify changes in construction costs due to material prices, labor costs and other factors as a business risk.
  11. FY2022-Q1RestatedAnnual report

    「② Changes in construction costs (material prices, labor costs, etc.)」

    The company continues to identify changes in construction costs due to material prices, labor costs and other factors as a major business risk.
  12. FY2021-Q3RestatedAnnual report

    「② Changes in construction costs (material prices, labor costs, etc.)」

    The company continues to recognize changes in construction costs due to material prices, labor costs and other factors as a major business risk.
  13. FY2021-Q1MaterialisedAnnual report

    「In the construction industry, public investment remained firm, while capital investment and residential investment remained weak. In addition to labor shortages and difficulties procuring construction materials, some projects were temporarily suspended to prevent the spread of COVID-19, and challenging conditions continued.」

    Labor shortages and difficulties procuring construction materials are described as actual business conditions.
  14. FY2020-Q3RestatedAnnual report

    「In the construction industry, overall activity, including public and private investment, remained at a high level, but difficult conditions also continued, including higher construction costs resulting from labour shortages and other factors.」

    Higher construction costs resulting from labour shortages and other factors continue to occur in the actual business environment.
  15. FY2020-Q2RestatedAnnual report

    「In the construction industry, overall activity, including public and private investment, remained at a high level, but difficult conditions also continued, including higher construction costs resulting from labour shortages and other factors.」

    Labour shortages and higher construction costs continue to be described as part of the actual business environment.
  16. FY2020-Q1RestatedAnnual report

    「③ Changes in the cost of completed construction contracts (material prices, labour costs, etc.)」

    The company continues to recognise changes in the cost of completed construction contracts due to material prices, labour costs and other factors as a major business risk. It states that labour shortages and higher construction costs continue in the business environment.
  17. FY2019RestatedAnnual report

    「Prices of primary commodities such as steel and copper, and labour costs, may rise more than expected. If material and subcontracting costs included in the cost of completed construction contracts rise significantly, project profitability may deteriorate.」

    The company continues to recognise the risk of deteriorating project profitability due to increases in primary commodity prices, labour costs, material costs and subcontracting costs.
  18. FY2019-Q3RestatedAnnual report

    「In the construction industry, overall activity, including public and private investment, remained at a high level, but difficult conditions also continued, including labour shortages and persistently high construction costs.」

    Labour shortages and persistently high construction costs continue to be described as part of the actual business environment.
  19. FY2019-Q2RestatedAnnual report

    「In the construction industry, overall activity, including public and private investment, remained at a high level, but difficult conditions also continued, including labour shortages and higher construction costs.」

    Labour shortages and higher construction costs continue to be described as part of the actual business environment.
  20. FY2019-Q1RestatedAnnual report

    「In the construction industry, overall activity, including public and private investment, remained at a high level, but difficult conditions also continued, including labour shortages and higher construction costs.」

    Labour shortages and higher construction costs continue to be described as part of the actual business environment.
  21. FY2018RestatedAnnual report

    「Prices of primary commodities such as steel and copper, and labour costs, may rise more than expected. If material and subcontracting costs included in the cost of completed construction contracts rise significantly, project profitability may deteriorate.」

    The company continues to recognise the risk of deteriorating project profitability due to increases in primary commodity prices, labour costs, material costs and subcontracting costs.
  22. FY2018-Q3RestatedAnnual report

    「In the construction industry, overall activity, including public and private investment, remained at a high level, but difficult conditions also continued, including labour shortages and persistently high construction costs.」

    Labour shortages and persistently high construction costs continue to be described as part of the actual business environment.
  23. FY2018-Q2RestatedAnnual report

    「In the construction industry, overall activity, including public and private investment, remained at a high level, but difficult conditions also continued, including labour shortages and persistently high construction costs.」

    Labour shortages and persistently high construction costs continue to be described as part of the actual business environment. The company states that there have been no significant changes in the overall risks.
  24. FY2018-Q1RestatedAnnual report

    「In the construction industry, overall activity, including public and private investment, remained at a high level, but difficult conditions also continued, including persistently high construction costs and labour shortages.」

    Persistently high construction costs and labour shortages continued as part of the actual business environment, as they had through the previous fiscal year.
  25. FY2017MaterialisedAnnual report

    「Overall conditions remained firm, with public and residential investment showing signs of recovery, but difficult conditions also continued, including higher construction costs resulting from rising raw material prices and labour shortages.」

    Higher construction costs resulting from rising raw material prices and labour shortages continue to be part of the actual business environment.
  26. FY2017-Q3RestatedAnnual report

    「Overall conditions remained firm, with public and residential investment showing signs of recovery, but difficult conditions also continued, including higher construction costs resulting from rising raw material prices and labour shortages.」

    The increases in construction costs resulting from higher raw material prices and labour shortages continue to occur in the actual business environment.
  27. FY2017-Q2RestatedAnnual report

    「Overall conditions remained firm, with public and residential investment showing signs of recovery, but difficult conditions also continued, including higher construction costs resulting from rising raw material prices and labour shortages.」

    The increases in construction costs resulting from higher raw material prices and labour shortages continued into the current business environment, following the previous quarter.
  28. FY2017-Q1MaterialisedAnnual report

    「Overall conditions remained firm, with public and residential investment showing signs of recovery, but difficult conditions also continued, including higher construction costs resulting from rising raw material prices and labour shortages.」

    The increases in construction costs resulting from higher raw material prices and labour shortages, previously identified as risks, are described as conditions that have actually continued.
  29. FY2016First statedAnnual report

    「Prices of primary commodities such as steel and copper, and labour costs, may rise more than expected. If material and subcontracting costs included in the cost of completed construction contracts rise significantly, project profitability may deteriorate.」

    The company describes increases in primary commodity prices, labour costs, material costs and subcontracting costs, as well as labour shortages, as risks to project profitability.
Moved together

"Deterioration in Performance Due to Delays in Construction Progress and Construction Losses" moved the same way as this thread, in the same document, in 5 of its 32 moves.

543332★123456
  1. ★This thread
  2. 1Deterioration in Performance Due to Delays in Construction Progress and Construction Losses5×
  3. 2Impact of Adverse Weather on the Solar Power Generation Business4×
  4. 3Uncertainty over the economic outlook due to China's slowdown, the stronger yen and other factors3×
  5. 4Dependence on Shikoku Electric Power as a Major Customer and Trading Partner3×
  6. 5Profit improvement and return to profitability in the first quarter3×
  7. 6Appropriate Talent Acquisition and Development2×

★ 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
Yondenko's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Earnings 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.
Rising Materials Prices and Labor Costs and Labor Shortages | YONDENKO CORPORATION (1939) | Komori