Komori
Tmh (280A) · InitiativeRaisedLatest Earnings presentation (2026-10-15): "Advanced"

Total Solutions through Engineering and Platform Capabilities

First written in FY2024. 5 of 8 entries say "Advanced", first in FY2025-H1. Latest entry: 2026-10-15.

8entries
2years
5from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2024AdvancedFY2025-H1 – FY2025Advanced2026-04-17 – 2026-10-152025: 220252026: 62026
Same theme, other companies
Comprehensive Support for Client Companies from Product Development through Service MaintenanceA theme 7 companies write about · 0 as a headwind · 7 as a tailwind

2 other companies' latest entry also says "Advanced".

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.
Full recordFilings, disclosures and news, newest first
  2. FY2025RaisedAnnual report

    「Going forward, based on the knowledge and experience we have accumulated, we aim to expand our service offering into the sale of semiconductor manufacturing equipment and auxiliary facilities, as well as post-installation maintenance and other services. By combining these with our existing services, we aim to provide higher-value-added solutions.」

    The Company explicitly stated its policy of expanding beyond parts sales and repair and equipment sales to include sales of equipment and auxiliary facilities and post-installation maintenance.
  3. FY2025-H1AdvancedAnnual report

    「In particular, within our semiconductor manufacturing field solutions business, projects involving equipment disassembly and removal increased, driving demand for our engineering capabilities. To address the severe labor shortage in the semiconductor industry, we have also launched new platforms, including an owned media site and a talent-matching site, and are continuing to develop them. With our platform and engineering capabilities as two core pillars, we will continue working to expand our business performance.」

    Demand for engineering capabilities increased as projects involving equipment disassembly and removal grew. The platform and engineering businesses continue to serve as the two core pillars.
  4. FY2024First statedAnnual report

    「Against this backdrop, we provide both a cross-border e-commerce platform that consolidates parts and equipment information and our engineering capabilities as an end-to-end solution.」

    A strategy combining digital infrastructure with equipment-related technical expertise.
Moved together

"Domestic adoption and procurement DX for LAYLA-EC" moved the same way as this thread, in the same document, in 4 of its 8 moves.

433332★123456
  1. ★This thread
  2. 1Domestic adoption and procurement DX for LAYLA-EC4×
  3. 2Long-Term Expansion of the Semiconductor Market3×
  4. 3Agency Business for Major Semiconductor Manufacturing Equipment Makers3×
  5. 4Evolution into a semiconductor manufacturing integrator3×
  6. 5Recruiting and Developing Talent for Engineering and Solution Sales3×
  7. 6Revenue Expansion and Return to Profitability through Large Equipment Sales2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Tmh yet. It last moved in the Earnings presentation of 2026-10-15: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Total Solutions through Engineering and Platform Capabilities | TMH Inc. (280A) | Komori