Komori
Daido Steel (5471) · FactReframedLatest Earnings presentation materials (2026-07-28): "Advanced"

Steady demand related to aircraft

First written in FY2018-Q1. 14 of 26 entries say "Restated". Latest entry: 2026-07-28.

26entries
10years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q1 – FY2019RestatedFY2021-Q2 – FY2022-Q22017: 220172018: 420182019: 220192020: 220202021: 320212022: 320222023: 320232024: 220242025: 120252026: 42026
Same theme, other companies
Fluctuations in open-die forging sales driven by aircraft-related demandA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-07-28AdvancedEarnings presentation materials

    「航空機、重電:受注大幅に伸長」

    航空機関連需要について、受注が大幅に伸長したとの説明に更新されている。
  2. FY2026ReframedAnnual report

    「Order levels for marine valves and heavy electrical equipment remained high, while aircraft-related orders expanded toward the second half of the fiscal year.」

    While the interim period disclosure cited the effects of Boeing production cuts, the full-year assessment indicates that aircraft-related orders expanded in the second half of the fiscal year. Meanwhile, drilling-related orders declined due to inventory adjustments.
  3. FY2026-H1WorsenedAnnual report

    「Although demand for marine valves and heavy electrical equipment remained at a high level, revenue from open-die forgings declined due to the effects of Boeing production cuts on the aircraft business and inventory adjustments in drilling-related operations as customers assessed policy developments, including tariff policy.」

    For aircraft-related demand, the disclosure notes a decline in revenue caused by the effects of Boeing production cuts, following the previous trend of recovery and high demand levels.
  4. FY2025-H1RestatedAnnual report

    「In addition to firm demand in the aircraft and heavy electrical equipment industries, orders for open-die forgings increased substantially as manufacturing certifications for drilling-related applications expanded.」

    The disclosure reconfirms the strength of aircraft industry and heavy electrical equipment demand and notes a substantial increase in orders resulting from expanded manufacturing certifications for drilling-related applications.
  5. FY2024AdvancedAnnual report

    「Orders for open-die forgings, which are used mainly in aircraft and energy industry applications, increased substantially as demand in the aircraft and energy industries grew.」

    It states that increased demand in the aircraft and energy industries led to a substantial increase in orders for open-die forgings.
  6. FY2024-Q2RestatedAnnual report

    「Although semiconductor-related demand declined, aircraft and heavy electrical equipment demand remained firm, resulting in a year-on-year increase in revenue from open-die forgings.」

    The strength of aircraft demand continued to offset the decline in semiconductor-related demand and remained a factor behind higher revenue from open-die forgings.
  7. FY2024-Q1AdvancedAnnual report

    「Demand for open-die forgings related mainly to the energy and aircraft industries increased, and orders remained at a high level.」

    It states that increased aircraft-related demand allowed orders for open-die forgings to remain at a high level.
  8. FY2023-Q3AdvancedAnnual report

    「Meanwhile, revenue from open-die forgings increased year on year, as heavy electrical equipment and marine valve demand remained firm and aircraft demand entered a recovery trend.」

    The description of aircraft demand advanced from the previous expression, “showing signs of recovery,” to “in a recovery trend,” and this is cited as a factor behind higher revenue from open-die forgings.
  9. FY2023-Q2RestatedAnnual report

    「Meanwhile, revenue from open-die forgings increased year on year, as semiconductor-related and marine valve demand remained strong and aircraft demand began to show signs of recovery.」

    The disclosure reiterates that aircraft demand is showing signs of recovery and identifies this, together with strong semiconductor-related and marine valve demand, as a factor behind higher revenue from open-die forgings.
  10. FY2023-Q1MitigatedAnnual report

    「Meanwhile, revenue from open-die forgings increased year on year, as semiconductor-related and marine valve demand remained strong and aircraft demand began to show signs of recovery.」

    Aircraft demand, which had been under adjustment and declining through the previous fiscal year, showed signs of recovery and became a factor behind higher revenue from open-die forgings.
  11. FY2022ReframedAnnual report

    「Although aircraft demand remained under adjustment, strong semiconductor-related and heavy electrical equipment demand and marine valve demand resulted in higher revenue from open-die forgings compared with the previous fiscal year.」

    While the continued adjustment in aircraft demand is noted, strong semiconductor-related, heavy electrical equipment and marine valve demand has resulted in higher full-year revenue from open-die forgings.
  12. FY2022-Q2RestatedAnnual report

    「Although aircraft demand remained under adjustment, strong semiconductor-related and heavy electrical equipment demand resulted in a year-on-year increase in revenue from open-die forgings.」

    While aircraft demand remains under adjustment, strong semiconductor-related and heavy electrical equipment demand is driving higher revenue from open-die forgings.
  13. FY2022-Q1RestatedAnnual report

    「Although semiconductor-related and heavy electrical equipment demand remained strong, demand for aircraft and other applications declined, resulting in a year-on-year decrease in revenue from open-die forgings.」

    The decline in aircraft and other demand continued and could not be offset by strong semiconductor-related and heavy electrical equipment demand, resulting in a year-on-year decrease in revenue from open-die forgings.
  14. FY2021-Q3RestatedAnnual report

    「Although semiconductor-related and heavy electrical equipment demand remained strong, demand for aircraft and other applications declined, resulting in a year-on-year decrease in revenue from open-die forgings.」

    The disclosure reiterates that the continued decline in aircraft and other demand resulted in a year-on-year decrease in revenue from open-die forgings.
  15. FY2021-Q2RestatedAnnual report

    「Although semiconductor-related and heavy electrical equipment demand remained strong, demand for aircraft and other applications declined, resulting in a year-on-year decrease in revenue from open-die forgings.」

    The decline in aircraft and other demand continued and could not be offset by strong semiconductor-related and heavy electrical equipment demand, resulting in lower revenue from open-die forgings.
  16. FY2021-Q1WorsenedAnnual report

    「Although semiconductor-related demand remained strong, demand for aircraft and other applications declined, resulting in a year-on-year decrease in revenue from open-die forgings.」

    Aircraft-related demand shifted from its previous firm trend to a decline, becoming a factor behind lower revenue from open-die forgings.
  17. FY2019RestatedAnnual report

    「Revenue from open-die forgings increased from the previous fiscal year, mainly because aircraft-related demand remained firm, but semiconductor-related demand declined in the fourth quarter.」

    The disclosure reconfirms, on a full-year basis, the strength of aircraft-related demand and the increase in revenue from open-die forgings.
  18. FY2019-Q3RestatedAnnual report

    「Revenue from open-die forgings increased year on year, mainly because aircraft-related demand remained firm.」

    The disclosure reconfirms the strength of aircraft-related demand and the resulting increase in revenue from open-die forgings.
  19. FY2019-Q2RestatedAnnual report

    「Revenue from free-forging products increased year on year, owing to firm aircraft-related demand and a recovery in demand for oil and gas applications following the rise in crude oil prices, among other factors.」

    The disclosure reconfirms the strength of aircraft-related demand and the recovery in oil and gas-related demand.
  20. FY2019-Q1RestatedAnnual report

    「Revenue from free-forging products increased year on year, owing to firm aircraft-related demand and a recovery in demand for oil and gas applications following the rise in crude oil prices, among other factors.」

    The disclosure reconfirms the strength of aircraft-related demand and identifies the recovery in oil and gas-related demand as another factor behind higher revenue.
  21. FY2018RestatedAnnual report

    「Revenue from open-die forgings increased from the previous fiscal year, as aircraft-related demand remained firm and demand for semiconductor applications also increased.」

    The disclosure reiterates that the strength of aircraft-related demand and the increase in demand for semiconductor applications contributed to higher full-year revenue from open-die forgings.
  22. FY2018-Q3RestatedAnnual report

    「Revenue from open-die forgings increased year on year, as aircraft-related demand remained firm and demand for semiconductor applications also increased.」

    The strength of aircraft-related demand and the increase in demand for semiconductor applications contributed to higher revenue from open-die forgings.
  23. FY2018-Q2RestatedAnnual report

    「Although demand related to oil and gas decreased against the backdrop of low crude oil prices, demand related to aircraft remained firm and demand for semiconductors also increased, resulting in higher revenue year on year.」

    The disclosure reiterates that aircraft-related demand remained firm.
  24. FY2018-Q1First statedAnnual report

    「Aircraft-related demand remained firm, and revenue increased year on year.」

    While oil and gas-related demand declined, aircraft-related demand remained firm and contributed to higher revenue from open-die forgings.
Moved together

"Payment of Dividends on Common Stock" moved the same way as this thread, in the same document, in 5 of its 26 moves.

554443★123456
  1. ★This thread
  2. 1Payment of Dividends on Common Stock5×
  3. 2Strength in demand for semiconductor manufacturing equipment5×
  4. 3Resilient automotive demand driven by strong vehicle sales in North America and China4×
  5. 4Production downturn caused by supply chain disruptions and component shortages4×
  6. 5Increase in Guarantee Obligations4×
  7. 6Optimizing Melting Processes, Expanding Sales, and Improving the Product Portfolio through Strategic Capital Investment3×

★ 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
Daido Steel's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the Earnings presentation materials of 2026-07-28: "Advanced".
News
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