Terra Drone (278A) · RiskFirst statedLatest Other Disclosures (2026-07-27): "Mitigated"
Risk of Surging Prices for Imported Components and Materials
First written in FY2026. 1 of 2 entries say "Mitigated", first in 2026-07-27. Latest entry: 2026-07-27.
2entries
1years
1from disclosures
How it moved
Same theme, other companies
Financial risks in import sourcing and overseas operations arising from exchange-rate fluctuations and overseas political conditionsA theme 88 companies write about · 88 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2022: 39 of 71 companies on the "Worse" side.
15 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 88 companies compared. The sentences above are computed from all 88.Full recordFilings, disclosures and news, newest first
- 2026-07-27MitigatedOther Disclosures
「The use of non-Chinese components compliant with U.S. NDAA standards will substantially reduce supply-chain risks during emergencies.」
Domestic production and use of non-Chinese components are expected to reduce supply-chain risks related to dependence on imported materials and specific countries. The canonical thread is unchanged. - FY2026First statedAnnual report
「More stringent safety regulations, increasingly complex flight approval procedures and higher component costs resulting from US tariffs are placing certain constraints on industry growth.」
The Company states that higher costs for imported materials and products due to exchange rates, US tariffs and other factors may affect business performance and financial position. It has also explained that component supply delays and price increases caused by semiconductor shortages previously affected aircraft production.