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Globe-ing (277A) · RiskWorsenedLatest Earnings presentation (2026-10-15): "Materialised"

Risk of Dependence on Specific Business Partners

First written in FY2025. 2 of 4 entries say "Materialised", first in 2026-07-15. Latest entry: 2026-10-15.

4entries
2years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025Materialised2026-07-15 – 2026-10-152025: 120252026: 32026
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 315 companies write about · 329 as a headwind · 3 as a tailwind

Globe-ing moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).

The whole theme swung hardest in 2026: 39 of 122 companies on the "Worse" side.

5 other companies' latest entry also says "Materialised".

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 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 333 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-15MaterialisedEarnings presentation

    「26年5月期4Qのキーアカウントの業績急変(マクロ要因含む)による売上影響」

    特定のキーアカウントの業績急変が前期第4四半期の売上に影響したことを記載しており、顧客集中に関連するリスクの発生事例を示している。
  2. FY2026WorsenedAnnual report

    「The combined sales ratio of the 5 largest customers in the consolidated fiscal year was 48.3% of total revenue, and the ratio for the 10 largest customers was 65.9%. Transactions with TOYOTA MOTOR CORPORATION accounted for 20.1% of total consolidated revenue, transactions with 株式会社モルテン accounted for 9.3% of total sales, and transactions with 本田技研工業株式会社 accounted for 7.6% of total consolidated revenue, indicating a high degree of dependence on specific customers.」

    The ratio for the 5 largest customers increased from 47.9% to 48.3%, the ratio for the 10 largest increased from 60.8% to 65.9%, and TOYOTA MOTOR CORPORATION accounted for 20.1%.
  3. 2026-07-15MaterialisedEarnings presentation

    「Impact on revenue from a sharp change in the performance of a key account, including macroeconomic factors」

    Regarding dependence on specific customers, the Company describes an event in which a sharp change in the performance of a key account affected revenue.
  4. FY2025First statedAnnual report

    「The combined sales ratio of the 5 largest customers in the consolidated fiscal year was 47.9% of total net sales, and the ratio for the 10 largest customers was 60.8%. Transactions with 本田技研工業株式会社 accounted for 15.4% of total consolidated net sales, transactions with 株式会社MTG accounted for 11.9%, and transactions with パーソルクロステクノロジー株式会社 accounted for 8.0%, indicating a high degree of dependence on specific customers.」

    Customer concentration is shown through specific sales ratios, with acquiring new customers and diversifying across multiple departments and projects identified as responses.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Globe-ing yet. It last moved in the Earnings presentation of 2026-10-15: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of Dependence on Specific Business Partners | Globe-ing Inc. (277A) | Komori