Revenue Expansion and Return to Profitability through Large Equipment Sales
First written in FY2024. 5 of 8 entries say "Worsened", first in 2026-04-14. Latest entry: 2026-10-15.
Tmh moved to the "Worse" side of this theme in 2026, 8 years after the typical company in this theme (2018).
The whole theme swung hardest in 2022: 4 of 12 companies on the "Worse" side.
6 other companies' latest entry also says "Worsened".
- FY2026-H1WorsenedAnnual report
「Against this backdrop, the Group’s results for the interim consolidated accounting period were revenue of ¥2,126,226 thousand, an operating loss of ¥23,636 thousand, an ordinary loss of ¥31,799 thousand and an interim net loss attributable to owners of the parent of ¥22,814 thousand. The operating loss for the interim consolidated accounting period was mainly due to (1) some of the backlog of orders for used equipment at the end of the first quarter not being recognized as revenue by the end of the interim consolidated accounting period, and (2) the front-loaded recognition of recruitment expenses and the focused allocation of management resources to the agency business, which has been positioned as a growth driver, as part of an aggressive business strategy for future growth.」
Following full-year profitability in the previous period, the interim period resulted in an operating loss, ordinary loss and interim net loss. The Company attributed this to delayed revenue recognition from the order backlog and front-loaded recruitment expenses. - 2026-04-14WorsenedEarnings presentation
「First-quarter sales were ¥810 million and the operating loss was ¥44.3 million. The plan calls for the second half to be weighted toward sales and earnings, and progress is currently in line with the plan.」
Although first-quarter sales were below those of the previous year's first quarter and the company recorded an operating loss, it explained that the full-year results remained within the plan weighted toward the second half. - FY2025AdvancedAnnual report
「Against this backdrop, the Group’s results for the consolidated fiscal year were revenue of ¥8,628,372 thousand, operating income of ¥355,605 thousand, ordinary income of ¥338,459 thousand and net income attributable to owners of the parent of ¥249,244 thousand.」
The Group reported consolidated revenue, operating income, ordinary income and net income, supported by large used-equipment transactions and the development of new customers. - FY2025-H1AdvancedAnnual report
「As a result, revenue for the interim accounting period was ¥6,522,012 thousand, up 84.5% from the same interim period of the previous year; operating income was ¥285,549 thousand, up 121.7%; ordinary income was ¥274,047 thousand, up 85.1%; and interim net income was ¥188,632 thousand, up 28.0%.」
Revenue, operating income and ordinary income increased year on year, driven by higher sales of large semiconductor equipment. - FY2024First statedAnnual report
「As a result, revenue for the fiscal year was ¥6,017,239 thousand, up 244.4% year on year; operating income was ¥323,598 thousand, compared with an operating loss of ¥127,288 thousand in the previous fiscal year; ordinary income was ¥306,043 thousand, compared with an ordinary loss of ¥353,508 thousand; and net income was ¥272,504 thousand, up 133.8%.」
The Company explained that increased sales of large semiconductor equipment and the development of new customers contributed to the results.