Slowing Orders for Acoustic and Industrial Rubber-Coated Fabric
First written in FY2019-Q2. 5 of 17 entries say "Worsened", first in FY2020-Q1. Latest entry: 2026-11-10.
Fujikura Composites moved to the "Worse" side of this theme in 2019, 3 years before the typical company in this theme (2022).
The whole theme swung hardest in 2025: 3 of 7 companies on the "Worse" side.
3 other companies' latest entry also says "Mitigated".
- 2026-11-10MitigatedRevision to earnings forecast
「引布加工品セグメントにおいては、引布関係の受注増により増益」
引布関係の受注減速を示していた従来の状況から、受注増による増益へ変化している。 - FY2026MitigatedAnnual report
「The Coated Fabric Division reported higher revenue and profit as orders for components for the electrical and electronic sectors and automotive-related components remained strong.」
Performance changed from higher revenue but lower profit in the previous fiscal year due to higher manufacturing costs to higher revenue and profit, supported by strong orders for components for the electrical and electronic sectors and automotive-related components. - FY2025WorsenedAnnual report
「The Coated Fabric Division saw strong orders for components for the electrical and electronic sectors and general rubber-coated fabric, but higher manufacturing and other costs resulted in higher revenue but lower profit.」
Although demand in the electrical and electronic sectors and for general rubber-coated fabric was strong, higher manufacturing and other costs changed performance from higher revenue and profit in the previous fiscal year to higher revenue but lower profit. - FY2024-Q3MitigatedAnnual report
「The Coated Fabric segment reported higher revenue and profit as building material products made from general rubber-coated fabric and components for the electrical and electronics sectors performed well, while the pass-through of higher raw material and energy costs also contributed.」
Strong demand for general rubber-coated fabric and other products, together with the effect of price pass-through, changed performance from lower profit due to previously high costs to higher revenue and profit. - FY2024-Q2Demand strong, but cost increases not fully passed throughAnnual report
「The Coated Fabrics segment was unable to keep pace with passing higher raw material and energy costs through to selling prices, but strong performance in building materials made from general rubber-coated fabrics and components for the electrical and electronics fields resulted in higher revenue and higher profit.」
Products such as general rubber-coated fabric for construction materials and components for the electrical and electronic sectors performed strongly, resulting in higher revenue and profit. However, higher raw material and energy costs have still not been fully passed through to prices. - FY2023-Q3RestatedAnnual report
「The Coated Fabric Division remained strong due to products such as general rubber-coated fabric for construction materials, but higher raw material and energy costs resulted in higher revenue but lower profit.」
Although products such as general rubber-coated fabric for construction materials remained strong, higher raw material and energy costs continued to result in higher revenue but lower profit. - FY2023-Q2Strong on new product launches, but higher costs reduce profitAnnual report
「The Coated Fabric Division remained strong due to new product launches, including general rubber-coated fabric, but higher raw material and energy costs resulted in higher revenue but lower profit.」
Although new product launches in general rubber-coated fabric kept performance strong, higher raw material and energy costs resulted in higher revenue but lower profit. - FY2023-Q1Automotive-related demand weak, but general rubber-coated fabric provides supportAnnual report
「The Coated Fabric Division reported higher revenue but lower profit. Demand for automotive-related products was sluggish, while general rubber-coated fabric remained firm.」
Although weak automotive-related demand continued, general rubber-coated fabric remained firm, resulting in higher revenue but lower profit for the division overall. - FY2022-Q3RestatedAnnual report
「The Coated Fabric Division reported higher revenue and profit as strong performance in automotive and electrical and electronic businesses continued.」
Recovery continued in automotive, acoustic and electronic businesses, resulting in higher revenue and profit for the Coated Fabric Division. - FY2022-Q1MitigatedAnnual report
「The Coated Fabric Division reported higher revenue and profit as recovery continued in automotive-related, acoustic and electronic businesses.」
The situation changed from continued weak demand and lower revenue and profit in automotive, acoustic and electronic businesses to continued recovery in each related area, resulting in higher revenue and profit. - FY2021-Q3Automotive-related orders recover, but weak demand for electronic components results in lower revenue and profitAnnual report
「Although orders for automotive-related products were strong as the automotive market recovered in the third quarter, demand for electronic components remained sluggish, resulting in lower revenue and profit for the Coated Fabric Division.」
Although orders for related products were strong as the automotive market recovered, weak demand for electronic components resulted in lower revenue and profit for the Coated Fabric Division. - FY2021-Q2RestatedAnnual report
「Although the Coated Fabric Division showed signs of recovery in the second quarter, demand for automotive-related and electrical and electronic components-related products remained sluggish due to the spread of COVID-19, resulting in lower revenue and profit.」
Although signs of recovery emerged in the second quarter, weak demand for automotive- and electrical and electronic components-related products and lower revenue and profit continued. - FY2021-Q1WorsenedAnnual report
「The Coated Fabric Division reported lower revenue and profit as automotive-related and electrical and electronic components-related businesses declined due to the spread of COVID-19.」
In addition to the previous slowdown in demand for acoustic and industrial rubber-coated fabric and automotive-related products, automotive and electrical and electronic components-related businesses declined due to the spread of COVID-19, resulting in lower revenue and profit. - FY2020-Q3WorsenedAnnual report
「Although inventory adjustments in the semiconductor and electronic components markets had largely run their course and orders recovered, the Coated Fabrics segment reported lower revenue and profit as demand continued to decline due to sluggish economies in Asian countries resulting from US-China trade friction and weakness in the automotive market.」
Although orders from the semiconductor and electronic components markets recovered, demand continued to decline due to weak Asian economies and the sluggish automotive market. Multiple factors combined to result in lower revenue and profit. - FY2020-Q2WorsenedAnnual report
「The Coated Fabrics segment reported lower revenue and profit as demand for automotive products, acoustic products and high-heat-resistant sheets declined due to sluggish exports resulting from the economic slowdown in Asian countries and weakness in the semiconductor market.」
In addition to the previous slowdown in orders for acoustic and industrial rubber-coated fabric, the slowdown in Asian economies, weak semiconductor demand, and declines in demand for automotive-related products and high-heat-resistant sheets combined to broaden the impact. - FY2020-Q1WorsenedAnnual report
「The Coated Fabric segment reported lower revenue and profit as weak performance by exported commercial vehicles reduced demand for automotive-related and audio-related products.」
In addition to the previously noted slowdown in orders for acoustic and industrial rubber-coated fabric, demand for automotive-related products declined due to weak exports of commercial vehicles, broadening the impact on division performance. - FY2019-Q2First statedAnnual report
「The Coated Fabric Division reported lower profit as orders for acoustic and other general industrial rubber-coated fabric slowed.」
This is the first description of slower orders for acoustic and other general industrial rubber-coated fabric appearing as lower profit for the Coated Fabric Division.