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Kawasaki Geological Engineering (4673) · FactReframed

Sales Concentration among Major Customers

First written in FY2023. 2 of 3 entries say "Reframed", first in FY2024. Latest entry: FY2025.

3entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023ReframedFY2024 – FY20252024: 120242025: 120252026: 12026
Same theme, other companies
Dependence on Specific Customers for RevenueA theme 92 companies write about · 92 as a headwind · 0 as a tailwind

Kawasaki Geological Engineering moved to the "Worse" side of this theme in 2025, 2 years after the typical company in this theme (2023).

The whole theme swung hardest in 2025: 22 of 69 companies on the "Worse" side.

1 other company's latest entry also says "Reframed".

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. FY2025ReframedAnnual report

    「Ministry of Land, Infrastructure, Transport and Tourism　¥1,677.630 million　13.2% Ministry of Defense　　　¥3,922.857 million　30.9% つがるオフショアエナジー　¥1,662.798 million　13.1%」

    The composition of major customers changed from the Ministry of Land, Infrastructure, Transport and Tourism at 16.2% and the Ministry of Defense at 13.9% in the previous fiscal period to the Ministry of Defense at 30.9%, つがるオフショアエナジー at 13.1% and the Ministry of Land, Infrastructure, Transport and Tourism at 13.2% in the current fiscal period.
  2. FY2024ReframedAnnual report

    「Ministry of Land, Infrastructure, Transport and Tourism　¥1,552.045 million　16.2% Ministry of Defense　　　　¥1,325.122 million　13.9%」

    The composition of major customers changed from JERA and the Ministry of Land, Infrastructure, Transport and Tourism in the previous fiscal period to the Ministry of Land, Infrastructure, Transport and Tourism at 16.2% and the Ministry of Defense at 13.9% in the current fiscal period.
  3. FY2023First statedAnnual report

    「JERA　　¥1,707.770 million　18.3% Ministry of Land, Infrastructure, Transport and Tourism　　¥1,331.109 million　14.3%」

    The disclosure states that, of sales of ¥9,292 million in the 73rd fiscal period, JERA, a major customer, accounted for 18.3% and the Ministry of Land, Infrastructure, Transport and Tourism accounted for 14.3%.
Moved together

"Contraction of the Public Investment-Related Market and Worsening Order Conditions" moved the same way as this thread, in the same document, in 2 of its 3 moves.

2★1
  1. ★This thread
  2. 1Contraction of the Public Investment-Related Market and Worsening Order Conditions2×

★ 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.

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Sales Concentration among Major Customers | Kawasaki Geological Engineering Co.,Ltd. (4673) | Komori