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Arr Planner (2983) · RiskWorsened

Seasonal Fluctuation Risk in Housing Handovers

First written in FY2021. 2 of 5 entries say "Worsened", first in FY2024. Latest entry: FY2026.

5entries
6years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2021 – FY2022WorsenedFY2024MitigatedFY20252021: 120212022: 120222023: 020232024: 120242025: 120252026: 12026
Same theme, other companies
Concentration of Building Completions and Handover Deliveries in the Fourth QuarterA theme 42 companies write about · 40 as a headwind · 1 as a tailwind

Arr Planner moved to the "Worse" side of this theme in 2026, 2 years after the typical company in this theme (2024).

The whole theme swung hardest in 2025: 6 of 20 companies on the "Worse" side.

1 other company's latest entry also says "Worsened".

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 42 companies compared. The sentences above are computed from all 42.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Fiscal year ending January 2026 (consolidated) First quarter 21.1 Second quarter 26.0 Third quarter 24.6 Fourth quarter 28.3」

    The fourth quarter's share of revenue rose from 27.0% in the previous period to 28.3%, indicating that concentration of revenue toward the fiscal year-end increased again.
  2. FY2025MitigatedAnnual report

    「Fiscal year ending January 2025 (consolidated) First quarter 22.3 Second quarter 28.1 Third quarter 22.6 Fourth quarter 27.0」

    The fourth quarter's share of revenue declined from 31.7% in the previous period to 27.0%, indicating less concentration of revenue toward the fiscal year-end.
  3. FY2024WorsenedAnnual report

    「Deliveries in the fourth quarter, which includes January, the end of the Company's fiscal year, tend to be higher than in other quarters. The fourth quarter accounted for 31.7% of revenue in the fiscal year ended January 2024.」

    The fourth quarter's share of revenue rose from 30.2% in the previous period to 31.7%, indicating greater seasonal concentration in earnings.
  4. FY2022RestatedAnnual report

    「Deliveries in the fourth quarter, which includes January, the end of the Company's fiscal year, tend to be higher than in other quarters.」

    The Company continues to disclose the risk of seasonal fluctuations and quantified the fourth quarter's share of revenue at 29.4% for the fiscal year ended January 2022.
  5. FY2021First statedAnnual report

    「Deliveries in the fourth quarter, which includes January, the end of the Company's fiscal year, tend to be higher than in other quarters.」

    The Company plans to level out the timing of construction starts for custom homes and deliveries of homes for sale to mitigate seasonal fluctuations.
Moved together

"Demand fluctuations due to economic conditions, employment and income, interest rates, housing tax policy and other factors" moved the same way as this thread, in the same document, in 2 of its 5 moves.

222★123
  1. ★This thread
  2. 1Demand fluctuations due to economic conditions, employment and income, interest rates, housing tax policy and other factors2×
  3. 2Holding Risk for Real Estate Held for Sale and Real Estate Under Development for Sale2×
  4. 3Expansion of the Deficit in Cash Flow from Operating Activities2×

★ 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 Arr Planner yet.
News
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Seasonal Fluctuation Risk in Housing Handovers | Arr Planner Co.,Ltd. (2983) | Komori