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Takahashi Curtain Wall (1994) · FactWorsened

Sales Concentration in Major General Contractors

First written in FY2017. 2 of 6 entries say "Worsened", first in FY2024. Latest entry: FY2025.

6entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2017 – FY2020WorsenedFY2024 – FY20252018: 120182019: 120192020: 120202021: 120212022: 020222023: 020232024: 020242025: 120252026: 1
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 315 companies write about · 329 as a headwind · 3 as a tailwind

Takahashi Curtain Wall moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).

The whole theme swung hardest in 2026: 39 of 122 companies on the "Worse" side.

32 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 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 333 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025WorsenedAnnual report

    「㈱竹中工務店 1,644,266千円 22.4%」

    前年度は売上高10%以上の顧客が4社あったが、当年度は竹中工務店1社のみが22.4%を占め、主要顧客への集中が強まっている。
  2. FY2024WorsenedAnnual report

    「鹿島建設㈱ 2,194,074千円 23.4% 大成建設㈱ 1,732,552千円 18.5% ㈱竹中工務店 1,524,607千円 16.3% ㈱内外テクノス 1,334,388千円 14.2%」

    上位4社の売上高構成比が23.4%、18.5%、16.3%、14.2%となり、前年度の上位顧客構成より集中度が上昇している。
  3. FY2020上位顧客集中度の上昇Annual report

    「大成建設㈱ 1,583,275千円 21.5% ㈱竹中工務店 1,460,155千円 19.8% ㈱大林組 906,736千円 12.3%」

    前年度の上位3社の構成から、当年度は大成建設21.5%、竹中工務店19.8%となり、上位顧客への集中度が上昇している。
  4. FY2019上位顧客の集中度低下Annual report

    「当連結会計年度 ㈱竹中工務店 2,790,684千円 16.6% ㈱大林組 2,773,663千円 16.5% 大成建設㈱ 2,409,269千円 14.4%」

    前年度の最大顧客28.9%、次位18.0%、3位15.0%という構成から、当年度は上位3社が16.6%、16.5%、14.4%となり、上位顧客間の集中度が分散している。
  5. FY2018主要顧客構成の変化・上位顧客の分散Annual report

    「大成建設㈱ 1,899,185千円 28.9% 戸田建設㈱ 1,182,000千円 18.0% ㈱大林組 984,658千円 15.0%」

    前年度の大林組・竹中工務店中心の構成から、大成建設、戸田建設、大林組が10%以上を占める構成へ変化している。
  6. FY2017First statedAnnual report

    「㈱大林組 2,696,405千円 34.7%  ㈱竹中工務店 1,388,830千円 17.9%」

    当連結会計年度の売上高のうち、大林組が34.7%、竹中工務店が17.9%を占める主要顧客構成を記載している。
Moved together

"Net decrease in funds from financing activities due to repayment of borrowings and bonds and dividend payments" moved the same way as this thread, in the same document, in 2 of its 6 moves.

2222★1234
  1. ★This thread
  2. 1Net decrease in funds from financing activities due to repayment of borrowings and bonds and dividend payments2×
  3. 2Shortage of Skilled Construction Workers and Rising Labor and Construction Material Costs2×
  4. 3Maintaining and improving profitability2×
  5. 4Excess Liabilities at 2 Consolidated Subsidiaries2×

★ 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.

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Sales Concentration in Major General Contractors | TAKAHASHI CURTAIN WALL CORPORATION (1994) | Komori