Komori
Tokyo Electron Device Limited (2760) · FactAdvanced

Increase in Order Backlog in the Computer Systems-Related Business

First written in FY2023-Q1. 5 of 6 entries say "Advanced", first in FY2023-Q2. Latest entry: 2026-07-29.

6entries
5years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseAdvancedFY2023-Q2 – 2026-07-292022: 220222023: 120232024: 020242025: 120252026: 22026
Same theme, other companies
Increase in Order Backlog in the Information Services and Security Systems BusinessesA theme 9 companies write about · 0 as a headwind · 9 as a tailwind

The whole theme swung hardest in 2025: 1 of 8 companies on the "Worse" side.

4 other companies' latest entry also says "Advanced".

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. 2026-07-29AdvancedEarnings

    「コンピュータシステム関連事業 21,082 62.0 66,357 34.8」

    コンピュータシステム関連事業の受注高は前年同期比62.0%増、受注残高は同34.8%増となり、受注拡大が継続した。
  2. FY2026AdvancedAnnual report

    「Computer systems business 51,489 10.9 55,243 22.9」

    In the computer systems business, orders received amounted to ¥51,489 million and the order backlog to ¥55,243 million. Orders received increased 10.9% from the previous fiscal year, while the order backlog increased 22.9%.
  3. FY2025AdvancedAnnual report

    「Computer systems business 46,411 38.7 44,958 25.3」

    Orders received in the computer systems business amounted to ¥46,411 million and the order backlog to ¥44,958 million, with the order backlog increasing 25.3% from the previous fiscal year.
  4. FY2023AdvancedAnnual report

    「Computer systems business 37,554 10.2 35,384 30.6」

    Orders received in the computer systems business amounted to ¥37,554 million and the order backlog to ¥35,384 million, with the order backlog increasing 30.6% from the previous fiscal year.
  5. FY2023-Q2AdvancedAnnual report

    「In addition, the order backlog in the computer systems business increased significantly to ¥34,427 million, up 67.7% year on year. This was due in part to sustained high demand for network-related and security-related products while delivery lead times were extended by the semiconductor shortage.」

    The order backlog in the computer systems business increased to ¥3,442.7 million, up 67.7% year on year. Demand for network-related and security-related products was a contributing factor.
  6. FY2023-Q1First statedAnnual report

    「In addition, procurement in the computer systems business increased significantly to ¥5,428 million, up 101.1% year on year, orders received from external customers increased to ¥12,926 million, up 112.2%, and the order backlog increased to ¥34,604 million, up 91.0%. This was due in part to sustained high demand for security-related products while delivery lead times were extended by the semiconductor shortage.」

    In the computer systems business, orders received, order backlog and procurement increased significantly as demand for security-related products remained high amid extended delivery lead times caused by the semiconductor shortage.
Moved together

"Expansion of products and maintenance capabilities in the data center, cloud, and security fields" moved the same way as this thread, in the same document, in 4 of its 6 moves.

443333★123456
  1. ★This thread
  2. 1Expansion of products and maintenance capabilities in the data center, cloud, and security fields4×
  3. 2Repurchase Obligations Associated with Receivables Securitization4×
  4. 3Increase in Order Backlog in the Semiconductor and Electronic Devices Business3×
  5. 4Strengthening the proprietary inrevium brand through R&D investment and technology partnerships3×
  6. 5Expanding the Product Lineup through Academic–Industry and Manufacturer Collaboration and New Categories3×
  7. 6Financing Through Internal Funds, Bank Borrowings and Trade Receivables Securitization, and Strengthening Financial Soundness3×

★ 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
Tokyo Electron Device Limited's next results are scheduled for 2026-10-28. Read the earnings preview It last moved in the Earnings of 2026-07-29: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.