Terumo (4543) · RiskMaterialisedLatest Revisions to earnings forecasts (2026-08-07): "Mitigated"
Impact on earnings from uncertainty over U.S. tariff policy
First written in FY2025. 2 of 4 entries say "Materialised", first in 2026-05-15. Latest entry: 2026-08-07.
4entries
2years
2from disclosures
How it moved
Same theme, other companies
Cost, Demand and Supply Chain Impact of 2025 Tariffs on Exports to the United States and Retaliatory TariffsA theme 23 companies write about · 23 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2026: 13 of 20 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.
Showing 14 of the 23 companies compared. The sentences above are computed from all 23.Full recordFilings, disclosures and news, newest first
- 2026-08-07MitigatedRevisions to earnings forecasts
「We will revise our full-year earnings forecast upward to reflect the receipt of a refund of U.S. tariffs in the first quarter of the fiscal year ending March 2027.」
The receipt of a refund of U.S. tariffs in the first quarter was identified as a factor behind the upward revision to the full-year earnings forecast. - FY2026MaterialisedAnnual report
「Gross profit increased 6.1% year on year to ¥594.7 billion, despite the impact of U.S. tariff policy, owing to higher revenue.」
Regarding uncertainty over US tariff policy, the impact of tariffs actually emerged in gross profit for the current fiscal year. The impact of US tariff policy has been incorporated into the earnings outlook for the next fiscal year based on certain assumptions. - 2026-05-15MaterialisedEarnings
「Gross profit increased 6.1% year on year to ¥594.7 billion, despite the impact of U.S. tariff policy, owing to higher revenue.」
The Company disclosed that the impact of U.S. tariff policy had actually affected current-year profit. - FY2025First statedAnnual report
「The outlook for US tariff policy remains fluid and uncertain.」
US tariff policy was identified as a new external risk affecting the outlook for results in the next fiscal year. Although the impact was estimated based on certain assumptions, it was not incorporated into the earnings outlook.