Komori
Takachiho Koheki (2676) · FactReframedLatest Revision to earnings forecasts (2026-05-12): "Restated"

Systems and Devices as the two core business pillars

First written in FY2016. 5 of 33 entries say "Reframed", first in FY2020-Q1. Latest entry: 2026-05-12.

33entries
11years
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ProgressHeldSoftenedWorseOtherFY2016 – FY2019OtherFY2020-Q2 – FY2022-Q3OtherFY2023-Q2 – FY2024-Q3ReframedFY2025-H1 – FY2026-H12016: 320162017: 320172018: 420182019: 420192020: 420202021: 320212022: 420222023: 420232024: 220242025: 120252026: 1
Same theme, other companies
The two pillars: System Business and Device BusinessA theme 2 companies write about · 0 as a headwind · 1 as a tailwind

0 other companies' latest entry also says "Restated".

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.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-12RestatedRevision to earnings forecasts

    「From the current consolidated fiscal year, the Cloud Services & Support segment and the Systems segment have been integrated into the Business Security segment. This was intended to build on the results achieved by expanding the cloud-services business, clarify the target market as the security market and strengthen sales into that market.」

    The full-year disclosure also confirmed the segment reorganization integrating Cloud Services & Support and Systems into Business Security and explained its purpose.
  2. FY2026-H1ReframedAnnual report

    「Beginning with the current interim consolidated accounting period, the company has changed its reportable segments from the previous 3 categories of Cloud Services & Support, Systems and Devices to 2 categories, Business Security and Electromechanics.」

    The previous 3 reportable segments were reorganized into 2 categories, Business Security and Electromechanics. The Devices segment was renamed Electromechanics, while Cloud Services & Support and Systems were integrated into Business Security.
  3. FY2025-H1ReframedAnnual report

    「Beginning with the current interim consolidated accounting period, the results of cloud-based network products have been transferred from the Systems segment to the Cloud Services & Support segment. This transfer reflects, among other factors, the increased importance of subscriptions in the sales contracts for these products.」

    The 3-reportable-segment structure has been maintained, but the internal aggregation classifications were reorganized from Systems to Cloud Services & Support to reflect the shift of cloud-based network products to a subscription model.
  4. FY2024-Q3Nine-month performance update for 3 segmentsAnnual report

    「Cloud Services & Support segment revenue increased 9.1% year on year to ¥179.3 million, while operating profit decreased 2.5% to ¥33.6 million. Systems segment revenue increased 1.0% year on year to ¥688.1 million. Operating profit decreased by ¥20.4 million from the same period of the previous year, due to the impact of additional work on a fire protection system in Thailand, resulting in an operating loss of ¥24.4 million. Devices segment revenue increased 21.4% year on year to ¥1,028.5 million, while operating profit increased 42.0% to ¥88.8 million.」

    The company maintained its 3-reportable-segment structure of Cloud Services & Support, Systems and Devices, and updated its performance for the nine months ended the third quarter.
  5. FY2024-Q2First-half performance update for 3 segmentsAnnual report

    「Cloud Services & Support segment revenue increased 9.6% year on year to ¥119.2 million, while operating profit decreased 1.3% to ¥22.5 million. Systems segment revenue decreased 2.5% year on year to ¥461.3 million. Operating profit decreased by ¥12.9 million from the same period of the previous year, resulting in an operating loss of ¥8.3 million. Devices segment revenue increased 30.6% year on year to ¥692.3 million, while operating profit increased 84.7% to ¥57.1 million.」

    The company maintained its 3-reportable-segment structure of Cloud Services & Support, Systems and Devices, and updated its first-half performance.
  6. FY2024-Q1First-quarter performance update for 3 segmentsAnnual report

    「Cloud Services & Support segment revenue increased 6.9% year on year to ¥54.0 million, while operating profit decreased 26.6% to ¥7.9 million.」

    The company maintained its 3-reportable-segment structure of Cloud Services & Support, Systems and Devices, and updated its first-quarter segment performance.
  7. FY2023Full-year performance update for 3 segmentsAnnual report

    「Cloud Services & Support segment revenue increased 12.8% year on year to ¥238.5 million, supported by steady growth in the number of new MSP service contracts, while operating profit increased 28.5% to ¥50.6 million. Systems segment revenue decreased 2.7% year on year to ¥963.0 million, while operating profit decreased 31.6% to ¥9.2 million. Devices segment revenue increased 29.3% year on year to ¥1,134.4 million, while operating profit increased 57.1% to ¥77.6 million.」

    The company continued to report 3 segments, Cloud Services & Support, Systems and Devices, and updated its full-year performance.
  8. FY2023-Q3RestatedAnnual report

    「Beginning at the start of the first quarter of the current consolidated fiscal year, the company has changed the classification of its reportable segments. Previously, the Group had two reportable segments, Systems and Devices. Cloud Services & Support, which had been included in the Systems segment, has been made an independent reportable segment, bringing the total to 3.」

    The company continues to report 3 segments, with Cloud Services & Support separated from the two-pillar structure of Systems and Devices.
  9. FY2023-Q2RestatedAnnual report

    「Beginning at the start of the first quarter of the current consolidated fiscal year, the company has changed the classification of its reportable segments. Previously, the Group had two reportable segments, Systems and Devices. Cloud Services & Support, which had been included in the Systems segment, has been made an independent reportable segment, bringing the total to 3.」

    The company continues to report 3 segments, with Cloud Services & Support separated from the two-pillar structure of Systems and Devices. Product category names have also been changed to reflect business developments, but the underlying content is unchanged.
  10. FY2023-Q1ReframedAnnual report

    「Beginning with the first quarter of the current consolidated fiscal year, the company has changed the classification of its reportable segments. Previously, the Group had two reportable segments, Systems and Devices. Cloud Services & Support, which had been included in the Systems segment, has been made an independent reportable segment, bringing the total to 3.」

    While maintaining the two-pillar structure of Systems and Devices, the company made Cloud Services & Support an independent segment, reorganizing its reportable segments from 2 to 3.
  11. FY2022ReframedAnnual report

    「Beginning with the period covered by the new medium-term management plan, the cloud-based services business and maintenance business will be positioned as growth businesses from the perspectives of growth and profitability, and separated from the Systems segment as a new segment, Cloud Services & Support.」

    While maintaining the two-pillar structure of Systems and Devices, the company outlined a reorganization of its business management structure under which the cloud-based services and maintenance businesses will be separated from Systems as a new segment from the next medium-term management plan.
  12. FY2022-Q3Third-quarter segment results updatedAnnual report

    「Systems segment revenue decreased 1.9% year on year to ¥836.3 million, while operating profit increased 41.8% to ¥26.8 million. Devices segment revenue increased 8.6% year on year to ¥642.0 million, while operating profit increased 67.1% to ¥35.3 million.」

    The two-pillar structure of Systems and Devices remains in place. In the nine months ended the third quarter, both Systems and Devices posted higher revenue and profit.
  13. FY2022-Q2Half-year segment results updatedAnnual report

    「System segment revenue increased 7.3% year on year to ¥5.704 billion, while operating profit increased 264.1% year on year to ¥239 million. Device segment revenue decreased 2.0% year on year to ¥3.878 billion, while operating profit increased 25.6% year on year to ¥192 million.」

    The two-pillar structure of Systems and Devices was maintained. In the first half, Systems posted higher revenue and a substantial increase in profit, while Devices posted lower revenue but higher profit.
  14. FY2022-Q1First-quarter segment performance updateAnnual report

    「System segment revenue increased 8.6% year on year to ¥2.639 billion, while operating profit increased by ¥69 million from the same period of the previous year to ¥16 million. Device segment revenue decreased 0.8% year on year to ¥1.763 billion, while operating profit decreased 11.5% year on year to ¥48 million.」

    The two-pillar structure of Systems and Devices remains in place. In the first quarter, Systems increased revenue and returned to profitability, while Devices posted lower revenue and profit.
  15. FY2021-Q3Third-quarter segment results updatedAnnual report

    「Systems segment revenue decreased 10.8% year on year to ¥852.4 million, while operating profit decreased 51.6% to ¥18.9 million. Devices segment revenue increased 0.7% year on year to ¥591.1 million, while operating profit decreased 13.8% to ¥21.1 million.」

    The two-pillar structure of Systems and Devices remains in place. In the nine months ended the third quarter, Systems posted lower revenue and profit, while Devices posted higher revenue but lower profit.
  16. FY2021-Q2Half-year segment results updatedAnnual report

    「Systems segment revenue decreased 15.5% year on year to ¥531.4 million, while operating profit decreased 71.7% to ¥6.5 million. (Devices segment) Devices segment revenue increased 1.9% year on year to ¥395.9 million, while operating profit increased 2.4% to ¥15.3 million.」

    The two-pillar structure of Systems and Devices was maintained. In the first half, Systems posted lower revenue and profit, while Devices posted higher revenue and profit, resulting in divergent performance trends between the segments.
  17. FY2021-Q1Segment results updatedAnnual report

    「Systems segment revenue decreased 17.9% year on year to ¥243.0 million. Operating profit decreased by ¥8.0 million from the same period of the previous year, resulting in an operating loss of ¥5.2 million. Devices segment revenue decreased 2.5% year on year to ¥177.7 million, while operating profit increased 3.9% to ¥5.5 million.」

    The two-pillar structure of Systems and Devices was maintained, but both segments posted lower revenue in the quarter. Systems posted an operating loss, while Devices increased profit.
  18. FY2020Full-year segment performance updateAnnual report

    「Systems segment revenue increased 0.9% year on year to ¥1,256.4 million, while operating profit decreased 38.4% to ¥45.1 million. Devices segment revenue increased 8.2% year on year to ¥805.1 million, while operating profit increased 31.5% to ¥33.6 million.」

    The two-pillar structure of Systems and Devices was maintained. For the full year, Systems posted higher revenue but lower profit, while Devices posted higher revenue and profit.
  19. FY2020-Q3Third-quarter segment results updatedAnnual report

    「System segment revenue increased 11.1% year on year to ¥9.556 billion, while operating profit increased 5.7% year on year to ¥391 million. Device segment revenue increased 6.7% year on year to ¥5.869 billion, while operating profit increased 47.5% year on year to ¥245 million.」

    The two-pillar structure of Systems and Devices was maintained, with both segments posting higher revenue and profit in the nine months ended the third quarter.
  20. FY2020-Q2Half-year segment results updatedAnnual report

    「Systems segment revenue increased 10.0% year on year to ¥628.7 million, while operating profit increased 4.2% to ¥23.1 million. Devices segment revenue increased 14.3% year on year to ¥388.5 million, while operating profit increased 105.7% to ¥14.9 million.」

    The two-pillar structure of Systems and Devices was maintained, with both segments posting higher revenue and profit in the first half. Devices' operating profit increased 105.7% year on year.
  21. FY2020-Q1ReframedAnnual report

    「In connection with these changes, certain businesses involving industrial equipment products, which had previously been classified under the Devices segment, have been classified under the Systems segment.」

    The two broad categories of Systems and Devices have been maintained, while certain industrial equipment products have been transferred from Devices to Systems and the internal business classifications have been reviewed.
  22. FY2019Full-year segment performance updateAnnual report

    「Systems segment revenue increased 2.4% year on year to ¥1,226.7 million, while operating profit increased 48.0% to ¥80.3 million. Devices segment revenue increased 0.5% year on year to ¥762.7 million, while operating profit increased 103.5% to ¥18.5 million.」

    For the full year, both Systems and Devices posted higher revenue and profit. In particular, Devices' operating profit increased 103.5% year on year.
  23. FY2019-Q3Third-quarter segment results updatedAnnual report

    「Systems segment revenue fell 6.1% year on year to ¥8,471 million, while operating profit rose 24.9% year on year to ¥422 million. Device segment revenue rose 0.7% year on year to ¥5,628 million, while operating profit rose 299.5% year on year to ¥113 million.」

    The two-pillar structure of Systems and Devices remains unchanged. Systems posted lower revenue but higher profit, while Devices delivered a slight increase in revenue and a substantial increase in operating profit.
  24. FY2019-Q2Half-year segment results updatedAnnual report

    「Systems segment revenue was ¥5.645 billion, down 4.2% year on year, while operating profit was ¥258 million, up 13.9%. Devices segment revenue was ¥3.469 billion, down 1.5% year on year, while operating profit increased by ¥54 million from the previous year to ¥37 million.」

    The 2-core segment structure remains unchanged. Systems reported lower revenue but higher operating profit, while Devices reported lower revenue and operating profit increased by ¥54 million year on year.
  25. FY2019-Q1Segment results updatedAnnual report

    「Systems segment revenue was ¥2.299 billion, down 13.8% year on year, and operating profit decreased by ¥63 million from the previous year to a loss of ¥41 million. Devices segment revenue was ¥1.681 billion, up 1.8% year on year, and operating profit increased by ¥31 million from the previous year, but remained a loss of ¥6 million.」

    The 2 core businesses, Systems and Devices, remain unchanged. Systems reported lower revenue and an operating loss, while Devices reported higher revenue and a smaller operating loss.
  26. FY2018Update on full-year segment performanceAnnual report

    「Systems segment revenue was ¥11.980 billion, up 5.6% year on year, and operating profit was ¥543 million, up 84.2%. Devices segment revenue was ¥7.589 billion, down 1.3% year on year, and operating profit was ¥91 million, down 56.6%.」

    The 2 core businesses, Systems and Devices, remain unchanged. Systems reported higher revenue and operating profit, while Devices reported lower revenue and operating profit.
  27. FY2018-Q3Segment results updatedAnnual report

    「Systems segment revenue was ¥9.018 billion, up 13.8% year on year, and operating profit was ¥338 million, up 397.3%. Devices segment revenue was ¥5.588 billion, up 0.6% year on year, and operating profit was ¥28 million, down 82.2%.」

    The 2 core businesses, Systems and Devices, remain unchanged. Systems reported higher revenue and operating profit, while Devices saw only a slight increase in revenue and a substantial decline in operating profit.
  28. FY2018-Q2Segment results updatedAnnual report

    「Systems segment revenue was ¥5.893 billion, up 17.5% year on year, and operating profit increased by ¥221 million from the previous year to ¥226 million. Devices segment revenue was ¥3.521 billion, down 6.5% year on year, and operating profit decreased by ¥140 million from the previous year to a loss of ¥17 million.」

    The 2-core segment structure remains unchanged. Systems reported higher revenue and operating profit, while Devices reported lower revenue and an operating loss.
  29. FY2018-Q1Segment results updatedAnnual report

    「Systems segment revenue was ¥2.669 billion, up 19.4% year on year, and operating profit increased by ¥145 million from the previous year to ¥21 million.」

    The 2 reportable segments remain unchanged. Systems reported improvements in revenue and operating profit, while Devices reported revenue of ¥1.651 billion and an operating loss of ¥38 million.
  30. FY2017-Q3Segment results updatedAnnual report

    「Systems segment revenue was ¥7.926 billion, down 3.3% year on year, while operating profit increased by ¥186 million from the previous year to ¥68 million, due in part to an improvement in gross profit margin.」

    The 2 reportable segments remain unchanged, but cumulative third-quarter revenue for Systems decreased while operating profit improved. Devices reported revenue of ¥5.555 billion and operating profit of ¥159 million.
  31. FY2017-Q2Segment results updatedAnnual report

    「Systems segment revenue was ¥5.014 billion, down 13.3% year on year, and operating profit was ¥5 million, down 75.2%.」

    The 2 reportable segments remain unchanged, but cumulative revenue and operating profit for the second quarter decreased for Systems. Devices reported revenue of ¥3.765 billion and operating profit of ¥123 million.
  32. FY2017-Q1RestatedAnnual report

    「The Group's segments are based on the characteristics of its products and services, with Systems and Devices comprising its 2 reportable segments.」

    The 2 reportable segments remain unchanged. Quarterly revenue was ¥2.235 billion for Systems and ¥1.785 billion for Devices.
  33. FY2016First statedAnnual report

    「The Group's segments are based on the characteristics of its products and services, with Systems and Devices comprising its 2 reportable segments.」

    Current-period revenue was ¥11.184 billion for Systems and ¥8.802 billion for Devices. Systems increased 19.4% year on year, while Devices decreased 6.8%.
Moved together

"Fluctuations in customers’ store openings, capital investment and semiconductor supply and demand" moved the same way as this thread, in the same document, in 5 of its 33 moves.

55422★12345
  1. ★This thread
  2. 1Fluctuations in customers’ store openings, capital investment and semiconductor supply and demand5×
  3. 2Integrating customer services into the Systems business5×
  4. 3Downside risks from a slowdown in China, lower oil prices and other external factors4×
  5. 4Foreign-currency purchases and foreign-exchange exposure2×
  6. 5Declining recoverable value and impairment of idle assets2×

★ 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
Takachiho Koheki's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Revision to earnings forecasts of 2026-05-12: "Restated".
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