Komori
Systena (2317) · RiskMaterialisedLatest Revision to earnings forecast (2026-05-13): "Worsened"

Constraints on the man-hour-based business caused by talent shortages

First written in FY2017. 7 of 16 entries say "Mitigated", first in FY2019-Q2. Latest entry: 2026-05-13.

16entries
10years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017 – FY2018MitigatedFY2020-Q1 – FY2022-Q1RestatedFY2022-Q2 – FY2022-Q3WorsenedFY2024 – 2026-05-132017: 120172018: 220182019: 220192020: 220202021: 320212022: 120222023: 220232024: 120242025: 120252026: 12026
Same theme, other companies
Difficulty Securing, Developing and Retaining Specialized and Highly Skilled IT PersonnelA theme 541 companies write about · 556 as a headwind · 4 as a tailwind

Systena moved to the "Worse" side of this theme in 2024, 1 year before the typical company in this theme (2025).

The whole theme swung hardest in 2026: 35 of 110 companies on the "Worse" side.

30 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 190 companies compared. The sentences above are computed from all 190.Comparing 200 of the theme's 560 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-13WorsenedRevision to earnings forecast

    「At the same time, the competitive environment has become increasingly challenging due to the worsening shortage of engineers across the industry, rising labor costs and increasingly sophisticated customer needs.」

    The disclosure identifies the worsening shortage of engineers, rising labor costs and increasingly sophisticated customer needs as specific risk factors related to personnel constraints. The canonical thread itself remains unchanged.
  2. FY2025MaterialisedAnnual report

    「We believe fundamental reforms are necessary to reduce the annual employee turnover rate, which exceeds 10%.」

    The company itself reports that its annual employee turnover rate exceeds 10% and identifies reforms to recruitment, compensation and benefits, and personnel evaluations as necessary measures.
  3. FY2024WorsenedAnnual report

    「Amid a chronic shortage of IT personnel, we will actively invest in human capital, including continuous wage increases, to secure outstanding personnel who will serve as a source of new value creation and enable us to meet the expectations of many customers across various industries.」

    The company explicitly describes the shortage of IT personnel as chronic and regards securing outstanding personnel as an urgent priority. It plans to respond through human capital investment, including wage increases.
  4. FY2024-Q1MitigatedAnnual report

    「The company continues to make active investments in personnel and implement ongoing improvements in compensation and benefits to secure talented personnel on a stable basis.」

    In response to the risk of labor shortages, the company is working to secure personnel on a stable basis through proactive investment in human resources and ongoing improvements in compensation and benefits.
  5. FY2023MaterialisedAnnual report

    「The increase in departures among mid-level engineers led to a shortage of launches of profitable new projects.」

    The company identifies the increase in departures among mid-level engineers and the shortage of profitable new project launches as actual business impacts of labor shortages and constraints in its personnel mix.
  6. FY2022-Q3RestatedAnnual report

    「To advance these initiatives, the company sought to further expand its business and improve profitability through active recruitment of talented personnel and investment in personnel development.」

    The company continues to actively recruit and invest in personnel development in response to labor shortages.
  7. FY2022-Q2RestatedAnnual report

    「The company sought to further expand its business and improve profitability through active recruitment of talented personnel and investment in personnel development.」

    The company continues to actively recruit and invest in personnel development in response to labor shortages.
  8. FY2022-Q1MitigatedAnnual report

    「The company sought to further expand its business and improve profitability through active recruitment of talented personnel and investment in personnel development.」

    The company continues to actively recruit and invest in personnel development in response to labor shortages.
  9. FY2021MitigatedAnnual report

    「The company also made steady progress in recruitment by combining web-based and in-person interviews to expand the workforce essential to business growth. It focused on developing personnel directly linked to stronger services through web-based in-house training that could be conducted during the COVID-19 pandemic and by encouraging employees to obtain professional qualifications.」

    The company is advancing recruitment and personnel development through a combination of web-based and in-person interviews, web-based in-house training, and encouragement to obtain professional qualifications.
  10. FY2021-Q2MitigatedAnnual report

    「The expansion of the workforce essential to business growth also progressed smoothly through the use of web-based interviews and other measures.」

    The company states that it used web-based interviews and other measures to address labor shortages, and that personnel expansion progressed smoothly.
  11. FY2020-Q3MitigatedAnnual report

    「The expansion of the workforce essential to business growth also progressed smoothly through diversification of recruitment methods and enhancement of education and training programs.」

    The company states that it is diversifying its recruitment methods and enhancing its training and development programs in response to labor shortages, and that its personnel expansion has progressed smoothly.
  12. FY2020-Q1MitigatedAnnual report

    「The Solution Design business is continuing to focus on expanding the automotive, internet business, IoT, robotics/AI and business systems fields, where significant growth is expected, while working to further increase orders and improve profitability through greater use of nearshore and offshore development.」

    To address personnel constraints, the company is making greater use of nearshore and offshore development to expand orders and improve profitability.
  13. FY2019WorsenedAnnual report

    「The issues to be addressed are how to respond to rising outsourcing and procurement costs driven by the financial bubble, as well as rising personnel expenses resulting from labor shortages.」

    In addition to the existing risk of labor shortages, the company identifies rising outsourcing, procurement and personnel costs, driven by the financial bubble, as issues to be addressed.
  14. FY2019-Q2MitigatedAnnual report

    「Amid a shortage of engineers in Japan, the company is meeting customer needs with the support of Vietnamese engineers and has significantly increased sales.」

    The company states that, amid the continuing shortage of engineers in Japan, it addressed customer needs by utilizing Vietnamese engineers and increased sales.
  15. FY2018RestatedAnnual report

    「High-growth fields are business areas that are actively investing in IT to offset chronic labor shortages caused by population decline, specifically through IT investment to improve management efficiency and automate administrative processing and enhance productivity through ICT adoption.」

    The company continues to identify chronic labor shortages caused by population decline as a backdrop to demand for IT investment.
  16. FY2017First statedAnnual report

    「The issues to be addressed are that both contract development and contract-based IT services are manpower businesses. Although these businesses are thriving as a result of favorable economic conditions, the recent labor shortage has had a serious impact, and securing personnel has become the key to success in the manpower business.」

    The company describes contract development and contract-based IT services as manpower businesses, and states that the impact of labor shortages is serious and that securing personnel is key to success.
Moved together

"Expanding the Talent Base for Business Growth" moved the same way as this thread, in the same document, in 7 of its 16 moves.

766666★123456
  1. ★This thread
  2. 1Expanding the Talent Base for Business Growth7×
  3. 2Long-term focus on autonomous driving and telematics6×
  4. 3Shift to Automotive, Social Infrastructure, Robotics and IoT6×
  5. 4Capturing demand for social infrastructure in power, aviation and ITS, among other fields6×
  6. 5Launch of Investment Development Business and Establishment of 3 Subsidiaries6×
  7. 6Overseas Business Investment Phase and Operating Losses6×

★ 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
Systena's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the Revision to earnings forecast of 2026-05-13: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.