Komori
Terumo (4543) · TargetAdvanced

The Shift from Devices to Solutions and the Three Ds

First written in FY2022. 5 of 6 entries say "Advanced", first in FY2023. Latest entry: FY2026.

6entries
5years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2022AdvancedFY2023 – FY20262022: 120222023: 120232024: 120242025: 120252026: 22026
Same theme, other companies
Shift in Revenue Mix from Products to SolutionsA theme 7 companies write about · 0 as a headwind · 7 as a tailwind

3 other companies' 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Heart (coronary) 80%; lower-limb arteries 6%; abdomen 17%; cerebrovascular 15%」

    Disclosed FY2025 actual radial access rates against the FY2026 targets. The heart/coronary rate exceeded the target of 75% or higher, while the abdominal rate exceeded 15% or higher and the cerebrovascular rate exceeded 15% or higher. The lower-limb artery rate remained below the target of 20% or higher.
  2. 2026-05-15AdvancedEarnings

    「Even in the current fiscal year, the final year of the five-year growth strategy GS26, we will address challenges in the healthcare field, including shortages of healthcare professionals and efforts to improve the efficiency of hospital operations, and seek to achieve the targets set out in the growth strategy by expanding and creating businesses that provide new value and solutions.」

    The Company indicated that it would continue expanding and creating solution businesses addressing challenges in the healthcare field during the final year of GS26.
  3. FY2025AdvancedAnnual report

    「Heart (coronary) 79%; lower-limb arteries 8%; abdomen 15%; cerebrovascular 12%」

    Disclosed FY2024 actual radial access rates under GS26. The coronary rate exceeded the FY2026 target of 75% or higher, and the abdominal rate reached its target of 15%, while the rates for lower-limb arteries and cerebrovascular procedures remained below target.
  4. FY2024AdvancedAnnual report

    「Heart (coronary) 73%; lower-limb arteries 5%; cancer treatment 9%; cerebrovascular 8%」

    Disclosed FY2023 actual radial access rates against the FY2026 targets under GS26’s “From Devices to Solutions” direction. The coronary rate was 73%, versus a target of 75% or higher, while the rates for lower-limb arteries, cancer treatment and cerebrovascular procedures were 5%, 9% and 8%, respectively.
  5. FY2023AdvancedAnnual report

    「Radial access rate (FY2026): Heart (coronary) 75% or higher; lower-limb arteries 20% or higher; cancer treatment 15% or higher; cerebrovascular 15% or higher」

    Developed GS26’s “From Devices to Solutions” direction into specific strategies, including the FY2026 target radial access rates, 100% minimally invasive treatment, a 100% treatment completion rate and the integration of digital technologies, devices and drugs.
  6. FY2022First statedAnnual report

    「Terumo positioned GS26 as a five-year growth strategy looking beyond the next 10 years and set out its vision as “From Devices to Solutions.” Specifically, it will pursue the three “Ds”: Delivery, Digital and, finally, Deviceuticals.」

    Identified the new business vision under GS26 for the first time. Centered on Delivery, Digital and Deviceuticals, the company set out a transition from standalone devices to solutions incorporating combinations with treatments, diagnostics and drugs. As long-term goals, it presented 100% minimally invasive treatment, a 100% treatment completion rate and the evolution of combination products.
Moved together

"Expanding market share in global markets and enhancing brand value" moved the same way as this thread, in the same document, in 5 of its 6 moves.

555544★123456
  1. ★This thread
  2. 1Expanding market share in global markets and enhancing brand value5×
  3. 2Strengthening Cost Competitiveness Through Products Tailored to Regional Needs and a Global Production Network5×
  4. 3Reinvestment of Retained Earnings in Research and Development, Production Facilities and Overseas Expansion5×
  5. 4Addressing Manufacturing Cost Inflation Through Higher Selling Prices and Expense Control5×
  6. 5Growth in the Blood Systems business centered on apheresis, cell processing and emerging markets4×
  7. 6Becoming a Company with a Strong Global Presence and Achieving Sustainable, Profitable, High-Quality Growth4×

★ 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 Terumo yet. It last moved in the Earnings of 2026-05-15: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
The Shift from Devices to Solutions and the Three Ds | TERUMO CORPORATION (4543) | Komori