Komori
Terumo (4543) · InitiativeAdvanced

Geographic management through separate disclosure of China sales

First written in FY2023-Q1. 5 of 11 entries say "Restated". Latest entry: 2026-05-15.

11entries
5years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q1 – FY2024-Q3AdvancedFY2024 – 2026-05-152022: 220222023: 320232024: 320242025: 220252026: 12026
Same theme, other companies
Separate Regional Classification for North American SalesA theme 16 companies write about · 0 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 1 of 6 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 16 companies compared. The sentences above are computed from all 16.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-15AdvancedEarnings

    「China 84,968 91,309 7.5 6.7」

    The Company continued to separately present and disclose China in its regional management reporting, with revenue from China increasing 7.5% year on year.
  2. FY2026-H1AdvancedAnnual report

    「China 44,562 45,113 1.2 5.1」

    The company continues to manage and disclose China separately from Other Asia. China revenue increased 1.2% year on year, or 5.1% excluding foreign exchange effects.
  3. FY2025AdvancedAnnual report

    「China 84,968」

    China revenue increased to ¥84.968 billion from ¥79.412 billion in the previous period. The company continues to manage and disclose China separately by region.
  4. FY2025-H1AdvancedAnnual report

    「China 41,080 44,562 8.5 1.1」

    The company continues to manage and disclose China separately by region. China revenue increased 8.5% year on year to ¥44.562 billion.
  5. FY2024AdvancedAnnual report

    「Revenue from China was ¥79,412 million, up 10.4% year on year.」

    The company continues to manage and disclose China separately from Other Asia. China revenue was ¥79.412 billion, up 10.4% year on year.
  6. FY2024-Q3RestatedAnnual report

    「From the previous consolidated fiscal year, China, which had previously been included in Other Asia, has been presented separately to reflect the Group’s actual management structure. Accordingly, regional information for the first 3 quarters of the previous consolidated fiscal year has been reclassified and presented. Revenue from China was ¥60,062 million, up 6.1% year on year.」

    The company continues to manage and disclose China separately from Other Asia. China revenue in FY2024-Q3 was ¥60.062 billion, up 6.1% year on year.
  7. FY2024-Q2RestatedAnnual report

    「From the previous consolidated fiscal year, China, which had previously been included in Other Asia, has been presented separately to reflect the Group’s actual management structure. Accordingly, regional information for the first 2 quarters of the previous consolidated fiscal year has been reclassified and presented.」

    The company continues to manage and disclose China separately from Other Asia. China revenue in FY2024-Q2 increased 7.1% year on year.
  8. FY2024-Q1RestatedAnnual report

    「From the previous consolidated fiscal year, China, which had previously been included in Other Asia, has been presented separately to reflect the Group’s actual management structure. Accordingly, regional information for the first quarter of the previous consolidated fiscal year has been reclassified and presented.」

    The company continues to manage and disclose China separately from Other Asia. China revenue in FY2024-Q1 increased 3.0% year on year.
  9. FY2023-Q3RestatedAnnual report

    「From the previous consolidated fiscal year, China, which had previously been included in Other Asia, has been presented separately to reflect the Group’s actual management structure. Accordingly, regional information for the first 3 quarters of the previous consolidated fiscal year has been reclassified and presented. Revenue from China was ¥56,628 million, up 27.0% year on year.」

    The company continues to manage and disclose China separately from Other Asia. Revenue from China increased 27.0% year on year.
  10. FY2023-Q2RestatedAnnual report

    「From the previous consolidated fiscal year, China, which had previously been included in Other Asia, has been presented separately to reflect the Group’s actual management structure. Accordingly, regional information for the first 2 quarters of the previous consolidated fiscal year has been reclassified and presented.」

    The company continues to manage and disclose China separately from Other Asia. China revenue in FY2023-Q2 was ¥38.371 billion, up 27.4% year on year.
  11. FY2023-Q1First statedAnnual report

    「From the previous consolidated fiscal year, China, which had previously been included in Other Asia, has been presented separately to reflect the Group’s actual management structure. Accordingly, regional information for the first quarter of the previous consolidated fiscal year has been reclassified and presented.」

    The method of managing and disclosing revenue by region changed so that China is presented separately from Other Asia.
Moved together

"Becoming a Company with a Strong Global Presence and Achieving Sustainable, Profitable, High-Quality Growth" moved the same way as this thread, in the same document, in 5 of its 11 moves.

555555★123456
  1. ★This thread
  2. 1Becoming a Company with a Strong Global Presence and Achieving Sustainable, Profitable, High-Quality Growth5×
  3. 2Expanding market share in global markets and enhancing brand value5×
  4. 3Managing Business Performance Using Adjusted Operating Profit5×
  5. 4Strengthening Cost Competitiveness Through Products Tailored to Regional Needs and a Global Production Network5×
  6. 5Consistent Dividend Growth and a Medium- to Long-Term Payout Ratio of 30%5×
  7. 6Reinvestment of Retained Earnings in Research and Development, Production Facilities and Overseas Expansion5×

★ 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.
Geographic management through separate disclosure of China sales | TERUMO CORPORATION (4543) | Komori