Komori
SBI Leasing Services (5834) · RiskRestatedLatest Earnings (2026-10-28): "Worsened"

Impact of Supply Chain Issues on the Aviation Industry

First written in FY2023-Q3. 9 of 13 entries say "Restated". Latest entry: 2026-10-28.

13entries
4years
6from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q3 – FY2024WorsenedFY2025-H1 – FY2025RestatedFY2026-H1 – 2026-07-292023: 320232024: 220242025: 220252026: 62026
Same theme, other companies
Delay in the timing of sales growth due to delayed production expansion by aircraft manufacturersA theme 3 companies write about · 3 as a headwind · 0 as a tailwind

SBI Leasing Services moved to the "Worse" side of this theme in 2024.

0 other companies' latest entry also says "Worsened".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「Manufacturing issues at aircraft manufacturers, delays in the supply of parts, chronic labor shortages, and higher operating costs associated with interest-rate and foreign-exchange movements and geopolitical risks remain unresolved business challenges.」

    Manufacturing issues, delays in parts supplies and labor shortages remain unresolved supply-chain constraints in the aviation industry.
  2. FY2025WorsenedAnnual report

    「Costs in various areas are trending higher because of delays in deliveries of new aircraft caused by supply-chain problems, efforts to secure personnel and continuing environmental measures, and the company must address numerous business challenges.」

    The effects of supply-chain issues have become more specific, including delays in new-aircraft deliveries, securing personnel, environmental measures and higher costs.
  3. FY2025-H1WorsenedAnnual report

    「In addition to manufacturing problems at aircraft manufacturers, shortages and delays in aircraft supply caused by labor shortages and strikes, and other business challenges, external factors such as persistently high fuel prices and continuing environmental measures require close monitoring.」

    In addition to supply-chain issues, manufacturing problems at aircraft manufacturers, aircraft shortages and delays caused by labor shortages and strikes are identified as specific industry challenges.
  4. FY2024RestatedAnnual report

    「The business environment remained challenging because of persistently high fuel prices, supply-chain disruptions, efforts to secure personnel in the post-pandemic period and continuing environmental measures.」

    Fuel prices, supply chains and securing personnel continue to be cited as constraints on the aviation industry.
  5. FY2024-Q1RestatedAnnual report

    「In the aviation industry, one of our group’s business areas, costs increased because of supply-chain disruptions and higher wages.」

    Supply-chain disruptions continue to be identified alongside higher wages as a factor affecting the aviation industry.
  6. FY2023RestatedAnnual report

    「In the aviation industry, one of our group’s business areas, higher fuel prices and supply-chain disruptions continued, but air passenger demand was returning toward pre-pandemic levels as travel restrictions were eased.」

    Supply-chain disruptions continue to be described alongside higher fuel prices as a factor affecting the aviation industry.
  7. FY2023-Q3First statedAnnual report

    「The aviation industry, one of our group’s business areas, was affected by higher fuel costs, sharp foreign-exchange movements and supply-chain issues.」

    Supply-chain issues are identified alongside higher fuel costs and foreign-exchange movements as factors affecting the aviation industry.
Moved together

"Deteriorating Business Environment Due to Rising Fuel Costs and Sharp Foreign Exchange Fluctuations" moved the same way as this thread, in the same document, in 2 of its 13 moves.

2222★1234
  1. ★This thread
  2. 1Deteriorating Business Environment Due to Rising Fuel Costs and Sharp Foreign Exchange Fluctuations2×
  3. 2Uncertainty over COVID-19 and the situation in Ukraine2×
  4. 3Risk of Declining Inventory Values of Product Investment Interests, Aircraft Held for Sale and Other Assets2×
  5. 4Risk of turmoil in financial markets and the global economy2×

★ 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
SBI Leasing Services's next results are scheduled for 2026-10-28. Read the earnings preview It last moved in the Earnings of 2026-10-28: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.