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Apple International (2788) · FactMitigated

Concentration of Sales Among Major Overseas Customers

First written in FY2019. 1 of 5 entries say "Mitigated", first in FY2023. Latest entry: FY2023.

5entries
5years
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How it moved
ProgressHeldSoftenedWorseOtherFY2019 – FY20222020: 120202021: 120212022: 120222023: 120232024: 12024
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 318 companies write about · 332 as a headwind · 3 as a tailwind

The whole theme swung hardest in 2022: 26 of 105 companies on the "Worse" side.

38 other companies' 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 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 336 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2023MitigatedAnnual report

    「Because no external customer accounted for 10% or more of net sales in the consolidated statement of income, this information has been omitted.」

    前年度に18.8%を占めていたPHB AUTO IMPORTについて、当年度は売上高の10%以上を占める主要顧客がないと記載され、特定顧客への集中度が低下している。
  2. FY2022主要顧客の構成変化とPHB AUTO IMPORTへの集中度上昇Annual report

    「PHB AUTO IMPORT 5,486,037 18.8 USS東京 2,178,958 7.5 TEDDY AUTO SALE CO.,LTD. 1,144,036 3.9」

    PHB AUTO IMPORTの販売割合が前年度9.7%から18.8%へ上昇し、10%超の主要顧客となった。一方、USS東京とTEDDY AUTO SALE CO.,LTD.はそれぞれ7.5%、3.9%となり、主要顧客構成が変化している。
  3. FY2021Change in Major Customer CompositionAnnual report

    「TEDDY AUTO SALE CO.,LTD. 2,842,018 15.2 USS東京 2,316,363 12.4」

    TEDDY AUTO SALE CO.,LTD.の売上割合は15.2%、USS東京は12.4%となった。一方、前年に16.0%だったPHB AUTO IMPORTは9.7%となり、10%超の主要顧客構成が変化した。
  4. FY2020海外主要顧客への売上集中度の変化Annual report

    「PHB AUTO IMPORT 3,139,050 16.0 TEDDY AUTO SALE CO.,LTD 2,580,700 13.2」

    主要顧客の売上割合はPHB AUTO IMPORTが16.0%へ上昇し、TEDDY AUTO SALE CO.,LTD.は13.2%となった。両社とも総販売実績の10%を超えている。
  5. FY2019First statedAnnual report

    「TEDDY AUTO SALE Co.,LTD. Amount (thousand yen) 2,396,908; percentage 13.6. PHB AUTO IMPORT 1,911,140; 10.8.」

    Customers accounting for more than 10% of total sales were TEDDY AUTO SALE Co.,LTD. at 13.6% and PHB AUTO IMPORT at 10.8%.
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Apple International's next results are scheduled for 2026-11-13. Read the earnings preview
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