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Tmh (280A) · FactRestated

Two-pronged approach: recurring parts sales and highly probable equipment sales

First written in FY2024. 3 of 5 entries say "Restated". Latest entry: FY2026-H1.

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ProgressHeldSoftenedWorseRestatedFY2024 – FY2025Advanced2026-04-142025: 220252026: 32026
Same theme, other companies
Two-pillar revenue structure of parts sales and equipment salesA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「Parts sales and repair services ¥461,349 thousand Equipment sales services ¥1,660,239 thousand Other ¥4,637 thousand Revenue from contracts with customers ¥2,126,226 thousand」

    Equipment sales services exceeded parts sales and repair services in the interim period, maintaining an earnings structure centered on both services.
  2. 2026-04-14AdvancedFinancial results presentation

    「The growing share of equipment sales in the sales mix (approximately 86%) has resulted in sales and earnings tending not to be levelized on a quarterly basis.」

    The relationship between the approximately 86% sales mix represented by the equipment sales business and the lack of quarterly earnings normalization was specified for the two-part revenue structure.
  3. FY2025RestatedAnnual report

    「Parts sales and repair services ¥1,213,525 thousand Equipment sales services ¥7,403,912 thousand Other ¥10,934 thousand Total ¥8,628,372 thousand」

    The consolidated fiscal year also showed a two-pillar earnings structure centered on equipment sales services and parts sales and repair services.
  4. FY2025-H1RestatedAnnual report

    「Parts sales and repair services ¥528,705 thousand Equipment sales services ¥5,991,778 thousand Other ¥1,528 thousand Revenue from contracts with customers ¥6,522,012 thousand」

    Equipment sales services continued to account for most revenue in the interim period, demonstrating the two-pillar earnings structure alongside parts sales and repair services.
  5. FY2024First statedAnnual report

    「Parts sales and repair services are a stable source of earnings, as repeat orders can be expected once an order is received. Equipment sales services, by contrast, require a lead time before revenue is recognized, but are characterized by a high degree of revenue certainty.」

    Explains the different earnings characteristics of the two services.
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Two-pronged approach: recurring parts sales and highly probable equipment sales | TMH Inc. (280A) | Komori