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Ray (4317) · RiskMitigated

Profit pressure on the post-production division from rising personnel and utility costs

First written in FY2024-Q1. 3 of 7 entries say "Restated". Latest entry: 2026-04-14.

7entries
4years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2024-Q1 – FY2024MitigatedFY2025 – 2026-04-142023: 220232024: 220242025: 220252026: 12026
Same theme, other companies
Profitability pressure from rising personnel and outsourcing costs and IT equipment and software pricesA theme 10 companies write about · 11 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 2 of 6 companies on the "Worse" side.

2 other companies' latest entry also says "Mitigated".

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. 2026-04-14MitigatedEarnings

    「The post-production segment also performed steadily.」

    The post-production segment, which had been viewed as sluggish due to higher labor and utility costs, performed steadily in the current fiscal year.
  2. FY2026-H1MitigatedAnnual report

    「In the post-production division, orders softened somewhat during the second quarter of the consolidated fiscal period, but overall performance for the first half was firm.」

    Although orders softened somewhat in the second quarter, the post-production division delivered solid performance for the first half as a whole, with the previous sluggishness caused by higher personnel and utility costs having eased.
  3. FY2025MitigatedAnnual report

    「The post-production division also delivered solid performance.」

    The post-production division, which had been somewhat sluggish in the previous fiscal year due to higher personnel and utility costs, delivered solid performance in the current fiscal year.
  4. FY2024RestatedAnnual report

    「The post-production division's performance was somewhat sluggish, although」

    It stated that the post-production division remained somewhat sluggish, continuing from the previous fiscal year.
  5. FY2024-Q3RestatedAnnual report

    「There has been no change in the post-production division's somewhat sluggish performance, although」

    It stated that there had been no change in the post-production division's somewhat sluggish performance, which has been affected by higher personnel costs following the base-pay increases and soaring utility costs.
  6. FY2024-Q2RestatedAnnual report

    「The post-production division has a large workforce and has also been the division most affected by higher personnel costs following the implementation of base-pay increases, soaring utility costs and other factors, resulting in sluggish performance.」

    It has been reconfirmed that higher personnel costs following the base-pay increases, soaring utility costs and other expense increases have affected the post-production division's sluggish performance.
  7. FY2024-Q1First statedAnnual report

    「The post-production division has a large workforce and has also been the division most affected by higher personnel costs following the implementation of base-pay increases, soaring utility costs and other factors, and its performance has remained somewhat sluggish, although」

    It stated that the post-production division's performance had been somewhat sluggish as a result of higher personnel costs following the base-pay increases and soaring utility costs.
Moved together

"Weakness in the SP and events divisions due to a decline in large projects" moved the same way as this thread, in the same document, in 3 of its 7 moves.

333322★123456
  1. ★This thread
  2. 1Weakness in the SP and events divisions due to a decline in large projects3×
  3. 2Aggressive capital investment in the video equipment rental division3×
  4. 3Profitability Challenges from Depreciation Costs and Equipment Utilization Rates3×
  5. 4Share Buybacks3×
  6. 5Introduction of a Restricted Stock Compensation Plan2×
  7. 6Securing stable revenue and orders2×

★ 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
Ray's next results are scheduled for 2026-10-14. Read the earnings preview It last moved in the Earnings of 2026-04-14: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Profit pressure on the post-production division from rising personnel and utility costs | Ray Corporation (4317) | Komori