Komori
Monthly205ALOGOS HOLDINGS INC.Construction and Materials

Preliminary Order Intake for May 2026

Order intake in May 2026 totaled 149 homes, or 76.0% of the year-earlier level, a significant year-on-year decline. By contrast, cumulative order intake from June totaled 1,776 homes, or 139.3% of the year-earlier level.

Worth reading
52Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
76
Year-on-year (%)
Wording
Conditional
How definitive the wording is.

Sales for this month

May 2026Fiscal year ending May 2026
Cumulative from Start of Period
+39.3%
The center line represents the same level as the same month of the previous year (100). The distance from the line represents the year-on-year change.
Key KPI year-on-year change
Order intake (cumulative)
+39.3%
Order intake (monthly)
-24.0%
Monthly Commentary

Because order intake in the same month of the previous year was concentrated at a level equivalent to approximately 2 months of orders due to a one-off change in contract timing, order intake for the current month was 76.0% of the year-earlier level as a result of the反動 decline. By contrast, cumulative results for the fiscal year have remained strong, supported by the effect of newly consolidating companies, new store openings and store renovations.

Factors Affecting the Change

Decline on a反動 basis following the one-off concentration of orders caused by the change in contract timing in the same month of the previous year, Effect of newly consolidating 坂井建設株式会社 (7 months), New store openings and store renovations by ロゴスホーム in Nagoya and elsewhere

Scope of aggregation: Consolidated

Sales for this month
ItemDetails
Month CoveredMay 2026
Fiscal Year CoveredFiscal year ending May 2026
Scope of aggregationConsolidated
Cumulative Year-on-Year Change from Start of Period139.3
Key KPIsIndicator name Order intake (monthly) / Value 149 buildings / Year on year 76 buildings, Indicator name Order intake (cumulative) / Value 1,776 buildings / Year on year 139.3 buildings
Monthly CommentaryBecause order intake in the same month of the previous year was concentrated at a level equivalent to approximately 2 months of orders due to a one-off change in contract timing, order intake for the current month was 76.0% of the year-earlier level as a result of the反動 decline. By contrast, cumulative results for the fiscal year have remained strong, supported by the effect of newly consolidating companies, new store openings and store renovations.
Factors Affecting the ChangeDecline on a反動 basis following the one-off concentration of orders caused by the change in contract timing in the same month of the previous year, Effect of newly consolidating 坂井建設株式会社 (7 months), New store openings and store renovations by ロゴスホーム in Nagoya and elsewhere
Items this document does not state (15)
Net sales for the monthYear-on-year change in monthly net salesTotal-store sales, year on yearSame-Store Sales, Year on YearYear-on-Year Change in Customer CountYear-on-Year Change in Average Spend per CustomerCumulative Sales from Start of PeriodYear-on-year change by categorySales by categoryNumber of Stores at Period-EndNumber of stores opened during the monthNumber of stores closed during the monthMeasures from the following month onwardMonthly trend for the same period last yearNext Scheduled Disclosure

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

Order intake in the same month of the previous year included a concentration equivalent to approximately 2 months of orders due to a change in contract timing, and the resulting decline on a反動 basis is cited as the reason for the year-on-year shortfall in the current month. The strong cumulative performance is attributed to the effect of newly consolidating 坂井建設株式会社 and new store openings and store renovations by ロゴスホーム in Nagoya and elsewhere.

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Preliminary Order Intake for May 2026 | LOGOS HOLDINGS INC. (205A) timely disclosure | Komori