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Sanno (3441) · FactReframedLatest Revisions to earnings forecasts (2026-09-14): "Advanced"

Strong Overseas Automotive Market

First written in FY2017-Q1. 16 of 30 entries say "Restated". Latest entry: 2026-09-14.

30entries
11years
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q3 – FY2019-Q3ReframedFY2022-Q2 – FY2023-Q3RestatedFY2024-Q2 – FY20252016: 12017: 320172018: 320182019: 420192020: 420202021: 320212022: 320222023: 320232024: 220242025: 220252026: 22026
Same theme, other companies
Firm and recovering automotive-related demand in the United States and ChinaA theme 4 companies write about · 0 as a headwind · 4 as a tailwind

0 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
  1. 2026-09-14AdvancedRevisions to earnings forecasts

    「Net sales exceeded the previous forecasts because orders in the industrial equipment sector performed strongly against a backdrop of demand related to generative AI and data centers, demand related to ADAS expanded in the automotive sector, and demand in the communications-related segment, including for PCs and tablets, performed well, resulting in continued demand growth across sectors compared with the forecasts.」

    The expansion of ADAS-related demand in the automotive sector was identified as a specific factor driving the increase in demand.
  2. FY2026-H1ReframedAnnual report

    「Demand related to ADAS continued to perform steadily even in the automotive sector.」

    The steady demand in the automotive sector has been specified as being driven by ADAS-related demand, rather than being described broadly as a recovery and steady performance across the automotive market.
  3. FY2025RestatedAnnual report

    「Demand for electronic components for automotive applications remained steady,」

    The steady demand for electronic components for automotive applications continues to be reported.
  4. FY2025-H1RestatedAnnual report

    「The automotive market remained relatively resilient,」

    The automotive market has been described as remaining relatively resilient even as the industrial equipment sector languished.
  5. FY2024-Q3RestatedAnnual report

    「The automotive market performed steadily as semiconductor supply shortages were resolved, but」

    The automotive market's steady performance against the backdrop of resolved semiconductor supply shortages has continued from the previous quarter.
  6. FY2024-Q2RestatedAnnual report

    「The automotive market performed steadily as semiconductor supply shortages were resolved.」

    As in the previous quarter, the automotive market's steady performance against the backdrop of resolved semiconductor supply shortages has been reported.
  7. FY2024-Q1MitigatedAnnual report

    「The automotive market performed steadily as semiconductor supply shortages were resolved.」

    Regarding the automotive market, which had previously been described as affected by production cuts caused by semiconductor shortages and supply chain disruptions and as not having achieved a full-fledged recovery in demand, conditions have been described as steady following the resolution of semiconductor supply shortages.
  8. FY2023RestatedAnnual report

    「The market environment was severely challenging, with demand declining sharply overall during the current consolidated fiscal year, including the fact that the automotive sector had not yet achieved a full-fledged recovery in demand.」

    The view that the automotive sector had not achieved a full-fledged recovery continued throughout the fiscal year. Meanwhile, orders in the communications sector and for cutting-edge products benefited from favorable conditions.
  9. FY2023-Q3ReframedAnnual report

    「The market environment was characterized by sharp overall fluctuations in demand during the first nine months of the current fiscal year, including the fact that the automotive sector had not yet achieved a full-fledged recovery.」

    The description of the automotive sector has shifted from production cuts caused by semiconductor shortages and supply chain disruptions to market conditions in which demand has not yet achieved a full-fledged recovery.
  10. FY2023-Q1ReframedAnnual report

    「The electronics industry to which our Group belongs remained on a growth path driven by market expansion. Although it was affected by declining automotive production due to semiconductor shortages and supply-chain disruptions and by production adjustments in the Chinese communications market, demand for 5G communications components remained strong against a backdrop of advancing digitalization, and orders in the industrial-equipment sector remained firm against a backdrop of recovering capital investment in Japan and overseas. Accordingly, market conditions were generally favorable during the three-month period ended 30 June.」

    The automotive sector was affected by production cuts caused by semiconductor shortages and supply chain disruptions, while 5G communications and industrial equipment remained strong. The previous view of strong performance in the automotive market alone has shifted to one of generally strong conditions with divergent performance by market.
  11. FY2022-Q3ReframedAnnual report

    「In the electronics industry to which our Group belongs, production adjustments occurred in the Chinese communications market, while the automotive sector was affected by declining production due to semiconductor shortages and supply-chain disruptions. In contrast, demand expanded in the industrial-equipment sector against a backdrop of recovering capital investment in Japan and overseas.」

    The automotive sector was affected by production cuts caused by semiconductor shortages and supply chain disruptions, while demand for industrial equipment expanded against the backdrop of a recovery in capital investment. The previous view of recovery in both the automotive and industrial equipment sectors has shifted to one with divergent conditions by market.
  12. FY2022-Q2ReframedAnnual report

    「Production adjustments occurred in the Chinese market in the communications sector, while shortages of semiconductors and supply chain disruptions became apparent in the automotive sector. Meanwhile, demand in the industrial equipment sector expanded against the backdrop of economic recovery in Japan and overseas.」

    In the automotive sector, shortages of semiconductors and supply chain disruptions became apparent in addition to the previous recovery and steady orders. Meanwhile, demand for industrial equipment expanded, resulting in a combination of strong demand and supply constraints.
  13. FY2022-Q1RestatedAnnual report

    「Component demand in the communications sector, particularly for 5G applications, remained strong, while orders for industrial equipment and automotive applications were steady. Overall, market conditions were strong during the first quarter of the current fiscal year.」

    Overall strong market conditions, including robust 5G communications demand and steady orders for industrial equipment and automotive applications, have continued.
  14. FY2021RestatedAnnual report

    「In the electronics industry to which our group belongs, component demand in the communications sector, particularly for 5G applications, was on an upward trend, while the industrial equipment sector continued to perform well and the automotive sector also showed signs of recovery. As a result, market conditions were generally strong during the current consolidated fiscal year.」

    The view of market conditions combining a recovery in the automotive sector with strong demand for communications and industrial equipment applications remains unchanged.
  15. FY2021-Q3RestatedAnnual report

    「In the electronics industry to which our Group belongs, component demand in the communications sector continued to trend upward, particularly for next-generation 5G communications, while the automotive and industrial-equipment sectors were also recovering. Market conditions were generally favorable during the nine-month period ended 31 December.」

    Regarding the automotive sector, which had been considered sluggish through the previous fiscal year, the view that it is recovering has continued. The industrial equipment sector has also been described as recovering.
  16. FY2021-Q1MitigatedAnnual report

    「Even in the automotive sector, which had continued to face sluggish market conditions, demand recovered rapidly most recently, and market conditions were generally strong during the first quarter of the current fiscal year.」

    Regarding the automotive sector, which had been considered sluggish through the previous fiscal year, demand has recently recovered rapidly, and market conditions during the quarter have been described as generally strong.
  17. FY2020RestatedAnnual report

    「In the electronics industry to which our group belongs, the automotive and industrial equipment markets continue to face sluggish conditions, although」

    The view that the automotive and vehicle-related markets continue to face sluggish conditions, following a previous period of expanding demand, remains unchanged.
  18. FY2020-Q3RestatedAnnual report

    「Although market conditions remained sluggish in the automotive and industrial-equipment markets, component demand in the communications market expanded, particularly for next-generation 5G communications, and component demand remained firm during the nine-month period ended 31 December. However, concern arose regarding the potential impact on future demand for electronic components from the deterioration in the global economy accompanying the spread of COVID-19.」

    Regarding demand related to automotive and vehicle applications, the automotive and industrial equipment markets continue to face sluggish conditions this time as well. Demand for 5G communications applications is expanding.
  19. FY2020-Q2WorsenedAnnual report

    「Although recovery in the markets for automotive and industrial equipment was delayed, component demand in the communications market expanded, particularly for next-generation 5G communications, and overall component demand was on a recovery trend.」

    Regarding automotive component demand, which had previously been expanding, the market for automotive and industrial equipment applications has been described as recovering slowly, representing a deterioration from the previous view of strong performance to one of delayed recovery. Demand for 5G applications is reported to be expanding in the communications market.
  20. FY2020-Q1WorsenedAnnual report

    「The electronics industry to which our Group belongs continued to face a challenging business environment, with production declining in China, the largest market, particularly in the automotive and industrial-equipment sectors amid escalating US-China trade friction. Meanwhile, in the communications sector, production adjustments made in the previous fiscal year were being eliminated, and component demand had recently begun to recover.」

    Regarding automotive component demand, which had previously been expanding, production cuts occurred in the Chinese market in response to US-China trade friction, worsening the business environment in the automotive and industrial equipment sectors. A recovery in component demand has been reported in the communications sector.
  21. FY2019WorsenedAnnual report

    「Even in the automotive sector, which had performed steadily, the business environment was generally challenging, with production cuts in China, the largest market, following the escalation of US-China trade friction.」

    Compared with the previous view that demand for automotive components was expanding and performing well, production cuts occurred in the automotive sector in the Chinese market, and the downturn extended to the automotive sector.
  22. FY2019-Q3RestatedAnnual report

    「Although demand for components in the automotive market is expanding as automotive components become more electronic,」

    Demand for components in the automotive market has continued to expand against the backdrop of increasing electronics content in automotive parts, while production adjustments and sluggish orders have occurred in other sectors.
  23. FY2019-Q2RestatedAnnual report

    「Although demand for components in the automotive market is expanding as automotive components become more electronic,」

    Demand for components in the automotive market has continued to expand against the backdrop of increasing electronics content in automotive parts, while production adjustments and sluggish orders have been reported in the industrial equipment and communications sectors.
  24. FY2019-Q1RestatedAnnual report

    「Although demand for components in the automotive market is expanding as automotive components become more electronic,」

    Demand for components in the automotive market has continued to expand against the backdrop of increasing electronics content in automotive parts. Meanwhile, production adjustments have occurred in the industrial equipment sector.
  25. FY2018-Q3RestatedAnnual report

    「Demand for components in the automotive and industrial equipment markets continues to expand as automotive components become more electronic and factories increasingly adopt automation and IoT technologies,」

    The expansion of demand for components in the automotive and industrial equipment markets, driven by increasing electronic content in automotive components and the adoption of factory automation and IoT technologies, continues.
  26. FY2018-Q2ReframedAnnual report

    「In the electronics industry in which the Group operates, demand for components in the automotive and industrial equipment markets continues to expand as automotive components become more electronic and factories increasingly adopt automation and IoT technologies,」

    The scope of the disclosure has expanded from the previous description of a strong overseas-focused automotive market to include expanding demand for components in the automotive and industrial equipment markets, driven by increasing electronic content in automotive components and the adoption of factory automation and IoT technologies.
  27. FY2018-Q1RestatedAnnual report

    「Demand for components in the automotive and industrial equipment markets continues to expand as automotive components become more electronic and IoT adoption advances,」

    The expansion of demand for components in the automotive and industrial equipment markets, driven by increasing electronic content in automotive components and the adoption of IoT technologies, continues.
  28. FY2017ReframedAnnual report

    「Demand for components in the automotive and industrial equipment markets is expanding as automotive components become more electronic and factories adopt IoT technologies,」

    In addition to the previously described strong overseas-focused automotive market, the Company indicates that demand for components in the automotive and industrial equipment markets is expanding against a backdrop of increasing electronic content in automotive components and the adoption of IoT technologies in factories.
  29. FY2017-Q3RestatedAnnual report

    「The automotive market has continued to perform well, led by overseas demand,」

    The continued strength of the automotive market, led by overseas demand, is disclosed again.
  30. FY2017-Q1First statedAnnual report

    「The automotive market has remained strong, led by overseas demand.」

    The Company describes the continued strength of the automotive market, led by overseas demand, as part of the market environment for the electronics industry.
Moved together

"Uncertainty in the Global and Domestic Economies" moved the same way as this thread, in the same document, in 10 of its 30 moves.

1096653★123456
  1. ★This thread
  2. 1Uncertainty in the Global and Domestic Economies10×
  3. 2Production adjustments and declining orders in the smartphone and other IT equipment market9×
  4. 3Turning the Philippines Business Profitable Through Yield Management and Cost Reductions6×
  5. 4Impact of Yen Appreciation and Exchange-Rate Fluctuations6×
  6. 5Securing new orders centered on automotive products5×
  7. 6Supply Chain and Parts Procurement Risks in Southeast Asia Associated with COVID-193×

★ 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 Sanno yet. It last moved in the Revisions to earnings forecasts of 2026-09-14: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Strong Overseas Automotive Market | SANNO Co.,Ltd. (3441) | Komori