Komori
nms Holdings (2162) · TargetReframed

Expanding the Contracting and Outsourcing Mix in the HS Business and Increasing Its Contribution to Performance

First written in FY2021. 1 of 4 entries say "Restated". Latest entry: FY2026.

4entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021 – FY2023-Q3SoftenedFY2025 – FY20262021: 120212022: 020222023: 120232024: 020242025: 120252026: 12026
Same theme, other companies
Strengthening expertise and shifting to upstream, higher-value-added operationsA theme 46 companies write about · 0 as a headwind · 48 as a tailwind

nms Holdings moved to the "Worse" side of this theme in 2025.

The whole theme swung hardest in 2025: 5 of 30 companies on the "Worse" side.

2 other companies' latest entry also says "Reframed".

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 46 companies compared. The sentences above are computed from all 46.
Full recordFilings, disclosures and news, newest first
  1. FY2026ReframedAnnual report

    「より収益性の高いエンジニア領域へのシフトを進めてまいります。」

    請負・受託比率の拡大と本格的業績寄与を目指す従来方針から、収益性の高いエンジニア領域へのシフト、一括請負型の高付加価値サービス拡大へ重点を移している。
  2. FY2025SoftenedAnnual report

    「人材ビジネス事業は、数年にわたり請負・受託比率の増加、営業力の強化、シニアエキスパート人材、海外人材、とさまざまな施策を手掛けてきましたが、業績への貢献は限定的な状況が続いています。」

    請負・受託比率の拡大や人材施策について、従来の本格的な業績寄与を目指す表現に対し、業績への貢献は限定的な状況が続くと記載している。
  3. FY2023-Q3RestatedAnnual report

    「新規顧客の獲得や既存取引のシェア拡大による在籍人数増加に加え、ベトナムでの請負・受託の利益率改善の効果もあり、前年同期に対し増収増益となり」

    HS事業の請負・受託領域では、ベトナムで利益率改善の効果が現れ、海外事業の増収増益に寄与したと記載している。
  4. FY2021First statedAnnual report

    「「請負・受託」の比率拡大とあわせ、翌連結会計年度以降は本格的な業績寄与となるよう、その取り組みを進めます。」

    HS事業における請負・受託の比率拡大を明示し、翌連結会計年度以降の本格的な業績寄与を目指している。
Moved together

"Transforming from a Manufacturing Outsourcer into a Corporate Group with Technological Competitiveness" moved the same way as this thread, in the same document, in 2 of its 4 moves.

22222★12345
  1. ★This thread
  2. 1Transforming from a Manufacturing Outsourcer into a Corporate Group with Technological Competitiveness2×
  3. 2Downsizing and Overseas Relocation of Domestic Production Sites and Difficulty Securing Manufacturing Personnel2×
  4. 3Pressure on EMS Business Profit from U.S.-China Trade Frictions, Overseas Demand Adjustments and Higher Component Prices2×
  5. 4Execution of the Action Plan under the New Medium-Term Management Plan and Realization of Investment Returns2×
  6. 520% Total Payout Ratio Target Combining Dividends and Share Repurchases2×

★ 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
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News
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