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Ibiden (4062) · FactAdvanced

Firm Construction Orders and Revenue Decline Due to Changes in Construction Plans

First written in FY2020-Q3. 3 of 13 entries say "Advanced", first in FY2024-Q2. Latest entry: FY2026-H1.

13entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2020-Q3 – FY2023-Q3AdvancedFY2024-Q2 – FY2026-H12020: 420202021: 220212022: 320222023: 220232024: 120242025: 12025
Same theme, other companies
Delayed revenue recognition due to delays in starting constructionA theme 46 companies write about · 50 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 10 of 22 companies on the "Worse" side.

1 other company's 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.
Showing 14 of the 46 companies compared. The sentences above are computed from all 46.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1AdvancedAnnual report

    「In the Construction segment, revenue increased from the same period of the previous year as orders for power generation equipment and wastewater treatment equipment construction remained firm and large projects progressed smoothly.」

    The Construction segment generated higher year-on-year revenue on firm orders for power generation and wastewater treatment equipment projects and progress on large projects.
  2. FY2024AdvancedAnnual report

    「In the Construction segment, revenue and operating profit both increased from the same period of the previous year as orders for substation and transformer projects and power generation equipment construction remained strong and projects progressed smoothly.」

    The Construction segment generated higher full-year revenue and profit on strong orders for substation, transformer and power generation equipment projects and smooth project progress.
  3. FY2024-Q2AdvancedAnnual report

    「In the Construction segment, revenue and operating profit both increased from the same period of the previous year as orders for substation and transformer projects and power generation equipment construction remained strong and projects progressed smoothly.」

    The Construction segment's revenue and operating profit both exceeded the levels of the same period of the previous year, supported by strong orders for power-related equipment projects and smooth project progress.
  4. FY2023-Q3RestatedAnnual report

    「In the Construction segment, revenue increased from the same period of the previous year due to firm orders for power generation equipment construction and steady progress on large projects.」

    We reconfirm that the Construction segment generated higher revenue as orders for power generation equipment construction remained firm and large projects progressed steadily.
  5. FY2023-Q2At the previous-year level on firm orders and progress on large projectsAnnual report

    「In the Construction segment, revenue and operating profit were both at the levels of the same period of the previous year, reflecting firm orders for power generation equipment construction and steady progress on large projects.」

    From the lower revenue and operating profit caused by fewer large projects in the previous quarter, revenue and operating profit both returned to the levels of the same period of the previous year as orders for power generation equipment construction remained firm and large projects progressed.
  6. FY2023-Q1Lower revenue and operating profit despite firm orders, due to fewer large projectsAnnual report

    「In the Construction segment, although orders for power generation equipment construction in the power plant business remained firm, revenue and operating profit both decreased from the same period of the previous year as fewer large projects were completed during the first quarter of the current consolidated cumulative period.」

    Although orders for power generation equipment construction remained firm, the Construction segment's revenue and operating profit both decreased due to a decline in the number of large projects completed during the quarter.
  7. FY2022-Q3Higher revenue from increased orders and firm maintenance ordersAnnual report

    「In the Construction segment, revenue increased from the same period of the previous year as orders for substation and transformer projects and emergency power generation projects, as well as maintenance orders, remained firm.」

    The Construction segment generated higher year-on-year revenue as orders for maintenance projects remained firm in addition to orders for power-related equipment projects.
  8. FY2022-Q2Higher revenue from the early completion of a large substation and transformer projectAnnual report

    「In the Construction segment, revenue increased from the same period of the previous year due to the firm performance of orders for power plant projects and the early completion of a large substation and transformer project.」

    The Construction segment generated higher year-on-year revenue as orders for power plant projects remained firm and a large substation and transformer project was completed early.
  9. FY2021-Q3Private-sector project postponements, revenue at previous-year levelAnnual report

    「In the Construction segment, some private-sector construction projects were postponed amid the spread of COVID-19, but orders for power plant projects remained firm, resulting in revenue at the previous-year level.」

    Although some private-sector construction projects were postponed due to COVID-19, orders for power plant projects remained firm, and Construction segment revenue was at the previous-year level.
  10. FY2021-Q2RestatedAnnual report

    「In the Construction segment, some private-sector projects were suspended or postponed as the COVID-19 pandemic spread, but orders for power-generation plant projects remained solid, resulting in higher revenue than in the same period of the previous year.」

    Although some private-sector construction projects were suspended or postponed due to COVID-19, we reconfirm that the Construction segment generated higher revenue as orders for power plant projects remained firm.
  11. FY2021-Q1Solid orders and revenue growth despite COVID-19 impactAnnual report

    「In the Construction segment, some private-sector projects were suspended or postponed as the COVID-19 pandemic spread, but orders for power-generation plant projects remained solid, resulting in higher revenue than in the same period of the previous year.」

    While COVID-19 led to the suspension or postponement of some private-sector projects, orders for power-generation plant projects remained solid, resulting in higher revenue in the Construction segment.
  12. FY2020Full-year revenue decline and profit growthAnnual report

    「In the Construction segment, orders remained solid, but revenue decreased from the previous consolidated fiscal year due to a decline in large completed projects. As a result, construction revenue was ¥5,697 million, down 5.1% from the previous consolidated fiscal year. Operating profit in the business was ¥1,519 million, up 12.4%.」

    The construction business reported a 5.1% decline in revenue due to fewer large completed projects, while operating profit increased by 12.4%.
  13. FY2020-Q3First statedAnnual report

    「In the Construction segment, orders remained solid, but revenue decreased from the same period of the previous year due to changes in the construction schedules for certain projects. As a result, construction revenue was ¥3,496 million, down 5.1% from the same period of the previous year. Operating profit in the business was ¥921 million, down 2.9%.」

    In the construction business, orders remained solid, but changes in the construction schedules for certain projects resulted in a 5.1% decline in revenue and a 2.9% decline in operating profit for the cumulative third quarter.
Moved together

"Supplementing Orders for the Electronics Business by Developing New Customers and New Fields" moved the same way as this thread, in the same document, in 2 of its 13 moves.

222222★123456
  1. ★This thread
  2. 1Supplementing Orders for the Electronics Business by Developing New Customers and New Fields2×
  3. 2Capital Investment to Expand Production Capacity2×
  4. 3R&D for Next-Generation and Subsequent-Generation Products2×
  5. 4Establishing other businesses as the third source of revenue2×
  6. 5Raising Funds to Redeem Bonds Through Bond Issuance2×
  7. 6Dependence on Limited Suppliers and Rising Raw Material Prices2×

★ 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
Ibiden's next results are scheduled for 2026-10-29. Read the earnings preview
News
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Firm Construction Orders and Revenue Decline Due to Changes in Construction Plans | IBIDEN CO.,LTD. (4062) | Komori