Komori
Hybrid Technologies (4260) · RiskDecline in interim-period transaction value

Dependence on transactions with 株式会社エアトリグループ

First written in FY2022. 3 of 7 entries say "Worsened", first in FY2023. Latest entry: FY2026-H1.

7entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022RestatedFY2024-Q1 – FY2024-Q2WorsenedFY2025-H1 – FY20252022: 12023: 120232024: 220242025: 220252026: 12026
Same theme, other companies
Dependence on Specific Customers for RevenueA theme 92 companies write about · 92 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 22 of 69 companies on the "Worse" side.

27 other companies' latest entry also says "Other".

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 92 companies compared. The sentences above are computed from all 92.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1Decline in interim-period transaction valueAnnual report

    「Parent company AirTrip Corp. Orders for hybrid-type services 340,356 53,009」

    The transaction value of orders for hybrid-type services with AirTrip Corp. during the interim period was ¥340.356 million, down from ¥379.717 million in the same period of the previous year. The unsettled amount was ¥53.009 million.
  2. FY2025WorsenedAnnual report

    「Transactions with the AirTrip Corp. group accounted for 24.7% of our consolidated revenue in the fiscal year ended September 2024 and 28.4% in the fiscal year ended September 2025.」

    Dependence on revenue from the AirTrip group increased from 24.7% to 28.4%. It also explains that independence is maintained through the establishment of transaction terms and a review system.
  3. FY2025-H1WorsenedAnnual report

    「Other affiliate AirTrip Corp. Orders for hybrid-type services 379,717 60,390」

    The transaction value of orders for hybrid-type services with AirTrip Corp. increased from ¥235.135 million in the same period of the previous year to ¥379.717 million, while the unsettled amount was ¥60.390 million.
  4. FY2024-Q2RestatedAnnual report

    「Other affiliate AirTrip Corp. Orders for hybrid-type services 235,135 37,108」

    For orders for hybrid-type services transacted with AirTrip Corp. during the cumulative second-quarter period, the transaction value was ¥235.135 million and the unsettled amount was ¥37.108 million, reconfirming the business relationship with the company.
  5. FY2024-Q1RestatedAnnual report

    「AirTrip Corp. Orders for hybrid-type services 121,031 41,216」

    For orders for hybrid-type services transacted with AirTrip Corp., an affiliate, the current-quarter transaction value was ¥121.031 million and the unsettled amount was ¥41.216 million.
  6. FY2023WorsenedAnnual report

    「Transactions with the AirTrip Corp. group accounted for approximately 20% of our consolidated revenue, although the percentage fluctuated by fiscal year, at 21.2% in the fiscal year ended September 2022 and 21.6% in the fiscal year ended September 2023.」

    Dependence on revenue from the AirTrip group increased from 21.2% to 21.6%. It also describes efforts to reduce relative dependence by developing new customers.
  7. FY2022First statedAnnual report

    「Transactions with the AirTrip Corp. group accounted for approximately 20% of our consolidated revenue, although the percentage fluctuated by fiscal year, at 16.1% in the fiscal year ended September 2021 and 21.2% in the fiscal year ended September 2022.」

    Shows dependence on revenue from the AirTrip group at actual levels of 16.1% and 21.2%, identifying the possibility of increased dependence as a risk.
Moved together

"Management Oversight and Ensuring Transparency Through the Use of Outside Officers" moved the same way as this thread, in the same document, in 2 of its 7 moves.

22222★12345
  1. ★This thread
  2. 1Management Oversight and Ensuring Transparency Through the Use of Outside Officers2×
  3. 2Dependence on sales to top customers2×
  4. 3Changes in Related Laws and Regulations and Delays in Responding2×
  5. 4Control and influence by two major shareholders2×
  6. 5Share dilution from the exercise of stock options2×

★ 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 Hybrid Technologies yet.
News
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