Komori
Cmc (2185) · RiskWorsenedLatest Earnings (2026-08-06): "Mitigated"

High Dependence on Domestic Sales

First written in FY2016. 6 of 14 entries say "Softened", first in FY2019. Latest entry: 2026-08-06.

14entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016WorsenedFY2020 – FY20212016: 12017: 020172018: 020182019: 120192020: 120202021: 120212022: 120222023: 420232024: 220242025: 220252026: 12026
Same theme, other companies
Concentration of Sales in the Domestic MarketA theme 29 companies write about · 28 as a headwind · 0 as a tailwind

Cmc moved to the "Worse" side of this theme in 2019, 3 years before the typical company in this theme (2022).

The whole theme swung hardest in 2020: 4 of 17 companies on the "Worse" side.

1 other company's 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 29 companies compared. The sentences above are computed from all 29.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-06MitigatedEarnings

    「国内市場向け 7,745 61.5% 7,907 54.5% +161 2.1%」

    国内市場向け売上高の構成比率が前年同期の61.5%から54.5%へ低下し、国内依存度の指標は低下した。
  2. FY2025Domestic sales dependence ratio rose from 83.6% to 85.8%.Annual report

    「The Group's domestic sales accounted for 85.8% of total sales in the fiscal year ended September 2025. Accordingly, the internalisation of operations and budget reductions by the Group's major domestic customer companies, amid fluctuations in the domestic economy, may affect results.」

    Dependence on domestic sales continued to be viewed as a risk, with the ratio rising from 83.6% in the previous fiscal year to 85.8%.
  3. FY2025-H1Domestic market sales composition ratio rose from 47.6% to 61.1%.Annual report

    「Domestic market sales 4,587 47.6% 5,456 61.1% +868 18.9%」

    Sales to the domestic market accounted for 61.1% of sales in the interim period, up from 47.6% in the same period of the previous year. Dependence on the domestic market in the sales mix has increased.
  4. FY2024-Q2Domestic market sales composition ratio rose from 45.1% to 47.6%.Annual report

    「Domestic market sales 4,520 45.1% 4,587 47.6% +66 +1.5%」

    Sales to the domestic market rose 1.5% year on year, and their composition ratio rose from 45.1% to 47.6%. The risk indicator for domestic dependence rose from the previous quarter.
  5. FY2024-Q1Domestic market sales composition ratio rose from 43.5% to 45.3%.Annual report

    「Domestic market sales 1,801 43.5% 1,664 45.3% △137 △7.6%」

    Sales to the domestic market fell 7.6% year on year, while their composition ratio rose from 43.5% to 45.3%.
  6. FY2023Domestic sales dependence ratio fell from 85.7% to 83.6%.Annual report

    「However, domestic sales accounted for 83.6% of the Group's total sales in the fiscal year ended September 2023. Accordingly, trends among the Group's major domestic customer companies, amid fluctuations in the domestic economy, may affect the Group's results.」

    Dependence on domestic sales continued to be viewed as a risk, although the ratio fell from 85.7% in the previous fiscal year to 83.6%.
  7. FY2023-Q3Domestic market sales composition ratio fell from 56.3% to 45.0%.Annual report

    「Domestic market sales 6,478 56.3% 6,020 45.0% △457 △7.1%」

    Sales to the domestic market accounted for 45.0% of sales, down from 56.3% in the same period of the previous year. Sales to overseas markets accounted for 55.0%, further reducing domestic dependence.
  8. FY2023-Q2Domestic sales composition ratio fell from 58.3% in the same period of the previous year to 45.1%.Annual report

    「Domestic 4,786 58.3% 4,520 45.1% △266 △5.6%」

    Domestic sales accounted for 45.1% of sales in the second quarter, down from 58.3% in the same period of the previous year. Overseas sales accounted for 54.9%.
  9. FY2023-Q1Domestic sales composition ratio fell from 85.7% to 43.5%.Annual report

    「Domestic 2,244 62.1% 1,801 43.5% △443 △19.7%」

    Domestic sales accounted for 43.5% of sales in the first quarter, down from 62.1% in the same period of the previous year. Although the risk of an impact on results from domestic economic conditions and trends among major domestic customers is disclosed, domestic dependence in the sales mix declined during the quarter.
  10. FY2022Domestic sales dependence ratio fell from 87.0% to 85.7%.Annual report

    「However, domestic sales accounted for 85.7% of the Group's total sales in the fiscal year ended September 2022. Accordingly, trends among the Group's major domestic customer companies, amid fluctuations in the domestic economy, may affect the Group's results.」

    Dependence on domestic sales continued to be viewed as a risk, although the ratio fell from 87.0% in the previous fiscal year to 85.7%.
  11. FY2021Domestic sales dependence ratio rose from 86.1% to 87.0%.Annual report

    「However, domestic sales accounted for 87.0% of the Group's total sales in the fiscal year ended September 2021. Accordingly, trends among the Group's major domestic customer companies, amid fluctuations in the domestic economy, may affect the Group's results.」

    Dependence on domestic sales continued to be viewed as a risk, with the ratio rising from 86.1% in the previous fiscal year to 87.0%.
  12. FY2020Dependence on domestic sales increased from 84.5% to 86.1%Annual report

    「However, because domestic sales accounted for 86.1% of the Group’s total sales in the fiscal year ended September 2020, trends among major domestic customer companies associated with fluctuations in the domestic economy may affect the Group’s business performance.」

    Dependence on domestic sales continued to be viewed as a risk, with the ratio rising from 84.5% in the fiscal year ended September 2019 to 86.1%.
  13. FY2019Dependence on domestic sales declined from 85.3% to 84.5%Annual report

    「However, because domestic sales accounted for 84.5% of the Group’s total sales in the fiscal year ended September 2019, trends among major domestic customer companies associated with fluctuations in the domestic economy may affect the Group’s business performance.」

    Dependence on domestic sales remains a risk, but the ratio declined from 85.3% in the fiscal year ended September 2016 to 84.5%.
  14. FY2016First statedAnnual report

    「However, because domestic sales accounted for 85.3% of the Group’s total sales in the fiscal year ended September 2016, trends among major domestic customer companies associated with fluctuations in the domestic economy may affect the Group’s business performance.」

    The company states that domestic sales accounted for 85.3% of total sales and that domestic economic conditions and trends among major domestic customers could affect business performance.
Moved together

"Transactions with Customer Companies and Outsourced Service Providers and Credit Risk" moved the same way as this thread, in the same document, in 6 of its 14 moves.

664433★123456
  1. ★This thread
  2. 1Transactions with Customer Companies and Outsourced Service Providers and Credit Risk6×
  3. 2Dependence of Sales and Profits on Toyota Motor Corporation6×
  4. 3Competition from peer companies, adjacent industries and new entrants4×
  5. 4Forecast consolidated operating profit of ¥2,276 million for the fiscal year ending September 20214×
  6. 5One-Stop Marketing Solution Offerings3×
  7. 6Entry into a platform-based business with direct connections to consumers3×

★ 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
No upcoming earnings preview for Cmc yet. It last moved in the Earnings of 2026-08-06: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
High Dependence on Domestic Sales | CMC CORPORATION (2185) | Komori