Komori
Jtec (3446) · RiskWorsened

Dependence on Sales of X-ray Nanofocusing Mirrors for Synchrotron Radiation

First written in FY2018. 14 of 24 entries say "Restated". Latest entry: FY2026.

24entries
9years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021-Q1 – FY2023-Q3MitigatedFY2024-Q3 – FY20242018: 22019: 420192020: 320202021: 320212022: 320222023: 220232024: 220242025: 020252026: 52026
Same theme, other companies
Revenue dependence on flagship product Cuenote FCA theme 78 companies write about · 79 as a headwind · 0 as a tailwind

Jtec moved to the "Worse" side of this theme in 2026, 3 years after the typical company in this theme (2023).

The whole theme swung hardest in 2024: 13 of 48 companies on the "Worse" side.

3 other companies' 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 78 companies compared. The sentences above are computed from all 78.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Optical mirrors and components 1,378,726 - - 1,378,726」

    Sales of optical mirrors and components were ¥1,378,726 thousand, accounting for approximately 70.5% of consolidated sales of ¥1,955,936 thousand. Sales concentration increased from approximately 63.5% in the previous fiscal year.
  2. FY2026-H1WorsenedAnnual report

    「Optical mirrors and components 472,039 - - 472,039」

    Revenue from optical mirrors and components for the six-month consolidated accounting period was ¥472,039 thousand, accounting for approximately 73.1% of consolidated sales of ¥646,253 thousand. Sales concentration in the core product increased from approximately 61.0% in the same period of the previous year.
  3. FY2024MitigatedAnnual report

    「Optical mirrors and components 1,235,482 - - 1,235,482」

    Sales of optical mirrors and components were ¥1,235,482 thousand, representing approximately 61.5% of consolidated sales of ¥2,010,340 thousand. Sales concentration declined from previously disclosed levels such as 81.1%.
  4. FY2024-Q3MitigatedAnnual report

    「Optical mirrors and components 394,945 - - 394,945 Revenue from contracts with customers 396,624 66,462 340,561 803,648」

    Revenue from optical mirrors and components for the nine-month period ended 31 December was ¥394,945 thousand, representing approximately 49% of consolidated revenue of ¥803,648 thousand. Sales concentration declined compared with previously disclosed levels such as 81.1% for the core product.
  5. FY2023-Q3RestatedAnnual report

    「As a result, sales were ¥724,861 thousand, up 48.2% year on year, and segment profit was ¥244,971 thousand, up 112.6% year on year.」

    The Optical Business was the largest business segment within consolidated sales of ¥1,109,299 thousand, indicating continued concentration of sales in the core business.
  6. FY2023-Q2RestatedAnnual report

    「As a result, sales were ¥313,066 thousand, up 65.4% year on year, and segment profit was ¥27,982 thousand, compared with a loss of ¥54,333 thousand in the same quarter of the previous year.」

    The Optical Business was the largest business segment within consolidated sales of ¥525,486 thousand, indicating continued concentration of sales in the core business.
  7. FY2023-Q1RestatedAnnual report

    「As a result, sales were ¥154,774 thousand, up 456.2% year on year, and the segment loss was ¥3,432 thousand, compared with a loss of ¥72,666 thousand in the same quarter of the previous year.」

    Optical Business sales accounted for the majority of consolidated sales of ¥230,324 thousand, indicating continued concentration of sales in the core business.
  8. FY2022-Q3RestatedAnnual report

    「As a result, sales were ¥489,257 thousand and segment profit was ¥115,218 thousand.」

    The Optical Business recorded cumulative third-quarter sales of ¥489,257 thousand, accounting for the majority of consolidated sales of ¥705,839 thousand. Sales remained concentrated in the core business.
  9. FY2022-Q2RestatedAnnual report

    「As a result, sales were ¥189,295 thousand and the segment loss was ¥54,333 thousand.」

    The Optical Business recorded cumulative second-quarter sales of ¥189,295 thousand, making it the largest business segment within consolidated sales of ¥339,554 thousand, indicating continued concentration of sales in the core business.
  10. FY2022-Q1RestatedAnnual report

    「As a result, sales were ¥27,824 thousand and the segment loss was ¥72,666 thousand.」

    In the first quarter as well, Optical Business sales accounted for the majority of total Company sales of ¥43,842 thousand, indicating continued concentration of sales in the core business.
  11. FY2021-Q3RestatedAnnual report

    「As a result, sales were ¥316,101 thousand, down 21.1% year on year, and segment profit was ¥31,365 thousand, down 66.6% year on year.」

    Optical Business sales accounted for the majority of total Company sales of ¥363,949 thousand, indicating continued concentration of sales in the core business.
  12. FY2021-Q2RestatedAnnual report

    「As a result, revenue was ¥105.405 million, down 40.4% from the same quarter of the previous year, and the segment loss was ¥88.837 million, compared with a loss of ¥431 thousand in the same period of the previous year.」

    Optical Business sales accounted for the majority of total Company sales of ¥129,178 thousand, indicating continued concentration of sales in the core business.
  13. FY2021-Q1RestatedAnnual report

    「As a result, revenue was ¥32.146 million, down 42.2% year on year, and the segment loss was ¥70.380 million, compared with a loss of ¥32.539 million in the same period of the previous year.」

    In the first quarter as well, Optical Business sales accounted for the majority of total Company sales of ¥37,114 thousand, indicating continued concentration of sales in the core business. The sales ratio for X-ray nanofocusing mirrors for synchrotron radiation facilities alone was not disclosed for the quarter.
  14. FY2020MitigatedAnnual report

    「Sales of X-ray nanofocusing mirrors for synchrotron radiation facilities accounted for 81.1% of the Company's total sales in the fiscal year ended June 2020.」

    The concentration of sales in X-ray nanofocusing mirrors for synchrotron radiation facilities declined from 92.3% in the previous fiscal year to 81.1%. However, the recognition that they are a source of earnings for the foreseeable future remains unchanged.
  15. FY2020-Q3RestatedAnnual report

    「In the third quarter, sales to domestic customers, including Spring-8, SACLA and NewSUBARU, remained solid and accounted for most revenue, while sales to Switzerland (facility: SwissFEL) and Taiwan (facility: TPS) drove overseas performance.」

    Optical Business sales were ¥400,764 thousand, accounting for the majority of total Company sales of ¥541,918 thousand. Sales remained concentrated in the core business.
  16. FY2020-Q1RestatedAnnual report

    「As a result, revenue was ¥55.663 million, down 59.2% year on year, and the segment loss was ¥32.539 million, compared with segment profit of ¥49.211 million in the same period of the previous year.」

    Of total first-quarter Company sales of ¥73,204 thousand, the Optical Business accounted for ¥55,663 thousand, indicating continued concentration of sales in the core business. The figure disclosed for the quarter is for the business segment, not the sales ratio of optical mirrors alone.
  17. FY2019WorsenedAnnual report

    「In the fiscal year ended June 2019, sales of X-ray nanofocusing mirrors for synchrotron radiation facilities accounted for 92.3% of the Company's total sales. We expect these mirrors to remain our source of earnings for the foreseeable future.」

    The concentration of sales in the core product increased from 89.5% in FY2018 to 92.3%.
  18. FY2019-Q3RestatedAnnual report

    「As a result, sales were ¥365,466 thousand, down 38.6% year on year, and segment profit was ¥107,834 thousand, down 66.7% year on year.」

    Optical Business sales of ¥365,466 thousand accounted for the majority of total Company sales of ¥442,733 thousand, indicating continued concentration of sales in the core business.
  19. FY2019-Q2RestatedAnnual report

    「As a result, sales were ¥234,137 thousand, down 35.5% year on year, and segment profit was ¥55,177 thousand, down 73.2% year on year.」

    Optical Business sales of ¥234,137 thousand accounted for the majority of total Company sales of ¥299,950 thousand, indicating continued concentration of sales in the core business.
  20. FY2019-Q1RestatedAnnual report

    「Sales in the Optical Business were ¥136,456 thousand, while total Company sales were ¥141,093 thousand.」

    The Optical Business continued to account for the majority of total Company sales in the quarter, indicating continued concentration of sales in the core product and business.
  21. FY2018First statedAnnual report

    「In the fiscal year ended June 2018, sales of X-ray nanofocusing mirrors for synchrotron radiation facilities accounted for 89.5% of the Company's total sales. We expect these mirrors to remain our source of earnings for the foreseeable future.」

    The risk that the core product accounts for 89.5% of total Company sales and will remain a source of earnings for the foreseeable future was explicitly disclosed.
Moved together

"Overseas Economic Uncertainty and Volatility in Foreign Exchange Rates and Equity Markets" moved the same way as this thread, in the same document, in 4 of its 24 moves.

443333★123456
  1. ★This thread
  2. 1Overseas Economic Uncertainty and Volatility in Foreign Exchange Rates and Equity Markets4×
  3. 2Cultivating New Business Fields in the Equipment Development Business4×
  4. 3Declining Profitability and Impairment Losses in the Life Sciences and Equipment Development Business3×
  5. 4Expansion of Nanofabrication and Metrology Technologies into Semiconductors and Other Industries3×
  6. 5Global Market Expansion for Synchrotron Radiation Facilities and Fourth-Generation Facilities3×
  7. 6Market expansion and new product development for 電子科学’s temperature-programmed desorption analyzers3×

★ 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 Jtec yet. It last moved in the Management Planning of 2026-08-10: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on Sales of X-ray Nanofocusing Mirrors for Synchrotron Radiation | JTEC CORPORATION (3446) | Komori