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BeeX (4270) · RiskWorsened

Cloud Integration: Delays in Acceptance and Profitability Deterioration

First written in FY2022. 6 of 14 entries say "Mitigated", first in FY2024-Q2. Latest entry: 2026-10-15.

14entries
5years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022MitigatedFY2024-Q2 – FY2024MitigatedFY2025-H1 – FY2026-H1Worsened2026-04-14 – 2026-10-152022: 120222023: 220232024: 420242025: 220252026: 52026
Same theme, other companies
Risk of Becoming Unprofitable Due to Excess Project Effort and Delivery DelaysA theme 92 companies write about · 91 as a headwind · 3 as a tailwind

BeeX moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).

The whole theme swung hardest in 2024: 17 of 54 companies on the "Worse" side.

12 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 92 companies compared. The sentences above are computed from all 92.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-15WorsenedEarnings

    「Provision for contract losses 293 5,688」

    受注損失引当金が前連結会計年度末の293千円から中間期末には5,688千円へ増加し、会計上計上されているプロジェクト採算悪化リスクの規模が拡大している。
  2. FY2027-H1WorsenedAnnual report

    「Provision for contract losses 293 5,688」

    The balance of the provision for contract losses increased from ¥293 thousand at the end of the previous consolidated fiscal year to ¥5,688 thousand at the end of the current interim consolidated accounting period, indicating an increase in the accounting provision for the risk of deteriorating project profitability.
  3. 2026-07-15WorsenedEarnings

    「Provision for loss on orders: 293 467」

    The balance of the provision for loss on orders increased from ¥293 thousand at the end of the previous consolidated fiscal year to ¥467 thousand at the end of the current first-quarter consolidated period.
  4. FY2026WorsenedAnnual report

    「Addition to provision for loss on construction contracts ¥293 thousand」

    The Company recognized a ¥293 thousand provision for loss on construction contracts at the end of the current consolidated fiscal year, although there was no balance at the end of the previous fiscal year.
  5. 2026-04-14WorsenedRevision of earnings forecasts

    「Provision for loss on orders: 293」

    The provision for loss on orders increased from ¥130 thousand at the end of the interim period of the fiscal year ending February 2026 to ¥293 thousand, indicating a larger accounting provision for deteriorating project profitability risk.
  6. FY2026-H1MitigatedAnnual report

    「Provision for loss on construction contracts 130」

    The balance of the provision for loss on construction contracts decreased from ¥211 thousand at the end of the previous fiscal year to ¥130 thousand, indicating that the scale of the risk of deteriorating project profitability recognized in the accounts has declined.
  7. FY2025MitigatedAnnual report

    「Provision for loss on construction contracts 211 -」

    The balance of the provision for loss on construction contracts fell from ¥211 thousand at the end of the previous fiscal year to zero as of the end of the fiscal year, eliminating the accounting provision.
  8. FY2025-H1MitigatedAnnual report

    「Provision for loss on construction contracts 211 —」

    The balance of the provision for loss on construction contracts fell from ¥211 thousand at the end of the previous fiscal year to zero as of the end of the interim accounting period, indicating that the scale of the risk of deteriorating project profitability recognized in the accounts has declined.
  9. FY2025-Q1WorsenedAnnual report

    「Provision for loss on construction contracts 211 486」

    The balance of the provision for loss on construction contracts increased from ¥211 thousand at the end of the previous fiscal year to ¥486 thousand as of the end of the first quarter accounting period, increasing the accounting provision.
  10. FY2024MitigatedAnnual report

    「Provision for loss on construction contracts 3.954 211」

    The balance of the provision for loss on construction contracts decreased from ¥3.954 million at the end of the previous fiscal year to ¥211 thousand, indicating that the scale of the risk of deteriorating project profitability recognized in the accounts has declined.
  11. FY2024-Q3MitigatedAnnual report

    「Provision for loss on construction contracts 3.954 —」

    The balance of the provision for loss on construction contracts fell from ¥3.954 million at the end of the previous fiscal year to zero as of the end of the third quarter accounting period, indicating that the scale of the risk of deteriorating project profitability recognized in the accounts has declined.
  12. FY2024-Q2MitigatedAnnual report

    「Provision for loss on construction contracts 3.954 395」

    The balance of the provision for loss on construction contracts decreased from ¥3.954 million at the end of the previous fiscal year to ¥395 thousand, indicating that the scale of the risk of deteriorating project profitability recognized in the accounts has declined.
  13. FY2023MaterialisedAnnual report

    「For projects for which future losses are expected as of the end of the fiscal year and the amount of such losses can be reasonably estimated, the Company recognizes the amount of losses expected to arise in the following fiscal year and thereafter.」

    The Company recorded a ¥16.639 million addition to the provision for loss on construction contracts and recognized an ending balance of ¥3.954 million, indicating that the risk of deteriorating project profitability has been reflected in an accounting provision.
  14. FY2022First statedAnnual report

    「For large projects with an order value of ¥20 million or more and a development period of 3 months or more, the Company applies the percentage-of-completion method. If delays in project progress or acceptance cause the sales and profit expected to be recognized in the fourth quarter to be deferred to the following fiscal year, the Company's full-year and quarterly results may fluctuate.」

    The Company identifies the concentration of acceptance procedures at fiscal year-end, increased labor hours, projects becoming unprofitable, and revisions to estimated total costs and progress percentages as risks.
Moved together

"Stable revenue generation through the two pillars of flow and recurring revenue" moved the same way as this thread, in the same document, in 6 of its 14 moves.

666543★123456
  1. ★This thread
  2. 1Stable revenue generation through the two pillars of flow and recurring revenue6×
  3. 2Emphasis on Revenue, Ordinary Profit, the Equity Ratio and Business KPIs6×
  4. 3Foreign-exchange fluctuations associated with foreign-currency-denominated transactions such as AWS usage fees6×
  5. 4Strengthening next-generation MSP services through BeeX Service Console and BeeX Plus5×
  6. 5Strengthening the Financial Base with a Focus on Retained Earnings and Liquidity4×
  7. 6Securing and Developing High-Caliber Cloud Talent3×

★ 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 BeeX yet. It last moved in the Earnings of 2026-10-15: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Cloud Integration: Delays in Acceptance and Profitability Deterioration | BeeX Inc. (4270) | Komori