Komori
Dai-Dan (1980) · RiskMitigated

Surging Material Prices and Labor Costs

First written in FY2016. 18 of 26 entries say "Restated". Latest entry: 2026-11-11.

26entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q1 – FY2022-Q3MitigatedFY2025 – 2026-11-112016: 220162017: 420172018: 320182019: 420192020: 420202021: 120212022: 120222023: 220232024: 120242025: 120252026: 32026
Same theme, other companies
Difficulty Passing Increases in Construction Materials and Labor Costs Through to Contract PricesA theme 70 companies write about · 71 as a headwind · 0 as a tailwind

Dai-Dan moved to the "Worse" side of this theme in 2023, 1 year after the typical company in this theme (2022).

The whole theme swung hardest in 2022: 42 of 63 companies on the "Worse" side.

14 other companies' latest entry also says "Mitigated".

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 70 companies compared. The sentences above are computed from all 70.
Full recordFilings, disclosures and news, newest first
  1. FY2025MitigatedAnnual report

    「In addition, the increase in costs resulting from higher equipment and material prices and personnel expenses contributed to higher revenue through price pass-through.」

    The risk of higher equipment and material prices and personnel expenses continues, but the company states that these increases contributed to higher revenue through price pass-through.
  2. FY2024WorsenedAnnual report

    「There is a risk that worsening economic conditions and other factors will drive up equipment, material and labor costs, while the resulting longer lead times and delivery delays for equipment and materials will extend construction periods.」

    In addition to the existing risk of surging material prices and labor costs, the company explicitly identifies the risk of longer construction periods resulting from extended lead times and delivery delays for equipment and materials.
  3. FY2024-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in the risk of surging material costs and labor costs.
  4. FY2023MaterialisedAnnual report

    「In terms of profit, gross profit margins on completed construction projects declined due to surging equipment and material prices, but profit increased as construction revenue rose.」

    Surging equipment and material prices actually contributed to the decline in gross profit margins on completed construction projects.
  5. FY2022-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in the risk of surging material costs and labor costs.
  6. FY2022-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in the risk of surging material costs and labor costs.
  7. FY2021-Q2RestatedAnnual report

    「During the second quarter of the current consolidated fiscal year-to-date period, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in the risk of surging material costs and labor costs.
  8. FY2021-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in the risk of surging material costs and labor costs.
  9. FY2020RestatedAnnual report

    「On the other hand, although concerns included higher labor costs due to labor shortages and the impact on securing construction capacity, the increase in construction revenue absorbed these effects, and profit also increased.」

    The company continues to identify higher labor costs due to labor shortages and the impact on securing construction capacity as areas of concern.
  10. FY2020-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in the risk of surging material costs and labor costs.
  11. FY2020-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in the risk of surging material costs and labor costs.
  12. FY2020-Q1RestatedAnnual report

    「There were no newly identified business or other risks during the first quarter of the fiscal year. In addition, there were no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in the risk of surging material costs and labor costs.
  13. FY2019RestatedAnnual report

    「If equipment and material prices and labor costs rise sharply and it is difficult to pass these increases on to contract prices, this may affect business performance.」

    The company continues to disclose the risk that surging material prices and labor costs cannot be passed on to contract prices.
  14. FY2019-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in the risk of surging material costs and labor costs.
  15. FY2019-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in the risk of surging material costs and labor costs.
  16. FY2019-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in the risk of surging material costs and labor costs.
  17. FY2018-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in the risk of surging material costs and labor costs.
  18. FY2018-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in the risk of surging material costs and labor costs.
  19. FY2018-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in the risk of surging material costs and labor costs.
  20. FY2017WorsenedAnnual report

    「There are concerns about shortages of engineers and skilled workers as Olympic-related facilities and large-scale projects in the Tokyo metropolitan area approach their peak construction periods, as well as increases in construction costs due to higher labor costs and equipment and material prices.」

    In addition to the existing risk of surging material costs and labor costs, the company specifically expresses concern about shortages of engineers and skilled workers and rising construction costs associated with Olympic-related facilities and other projects.
  21. FY2017-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in the risk of surging material costs and labor costs.
  22. FY2017-Q2RestatedAnnual report

    「During the second quarter of the current consolidated fiscal year-to-date period, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in the risk of surging material costs and labor costs.
  23. FY2016First statedAnnual report

    「If equipment and material prices and labor costs rise sharply and it is difficult to pass these increases on to contract prices, this may affect business performance.」

    This indicates the potential impact on business performance if increases in material prices and labor costs cannot be passed on to contract prices.
Moved together

"Development of an Air Barrier Booth for Regenerative Medicine" moved the same way as this thread, in the same document, in 3 of its 26 moves.

332222★123456
  1. ★This thread
  2. 1Development of an Air Barrier Booth for Regenerative Medicine3×
  3. 246% Reduction in Scope 1 and 2 Greenhouse Gas Emissions by Fiscal 20303×
  4. 3Improving Construction Efficiency through i-Construction, ICT, BIM and VR2×
  5. 4Long-Term Vision “Stage2030” and Medium-Term Management Plan “Stage for Readiness”2×
  6. 5Order Portfolio Review and Worksite-Level Off-Site Facilities2×
  7. 6Personnel Coordination and Cost Management by the Construction Technology Group2×

★ 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
Dai-Dan's next results are scheduled for 2026-11-11. Read the earnings preview It last moved in the Earnings presentation of 2026-11-11: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.