Komori
Alinco (5933) · RiskMaterialised

Longer Construction Periods and Deferred Starts Due to Worker Shortages

First written in FY2017-Q1. 7 of 13 entries say "Materialised", first in FY2017-Q1. Latest entry: 2026-07-17.

13entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2017-Q1 – FY2024-Q12016: 120162017: 020172018: 220182019: 020192020: 020202021: 020212022: 020222023: 220232024: 420242025: 220252026: 22026
Same theme, other companies
Construction delays caused by labor shortages in the construction industryA theme 34 companies write about · 34 as a headwind · 0 as a tailwind

Alinco moved to the "Worse" side of this theme in 2016, 4 years before the typical company in this theme (2020).

The whole theme swung hardest in 2022: 6 of 14 companies on the "Worse" side.

7 other companies' latest entry also says "Materialised".

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 34 companies compared. The sentences above are computed from all 34.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1MaterialisedAnnual report

    「In mid- and high-rise rental operations, utilization of major product lines, including Albatross, progressed steadily, particularly in the Tokyo metropolitan area, as the company captured the trend of shifting from purchasing to renting. In low-rise rental operations, stable construction staffing enabled the company to steadily handle orders, but activity slowed in the Kansai region due to adjustments to construction starts and progress.」

    Although construction staffing stabilized and order fulfillment progressed, adjustments to construction starts and progress in the Kansai region caused a slowdown in the rental-related business.
  2. FY2025RestatedAnnual report

    「Meanwhile, longer construction periods due to labor shortages and tighter labor regulations in the construction industry, along with soaring material prices, restrained purchasing, and customers considering purchasing temporary construction equipment continued to rent equipment instead.」

    Labor shortages, longer construction periods due to tighter labor regulations in the construction industry, soaring material prices, and the resulting shift in demand from purchasing to renting continued.
  3. FY2025-H1RestatedAnnual report

    「Meanwhile, delays in construction due to labor shortages and tighter labor regulations in the construction industry, as well as soaring material prices, have continued to drive customers considering purchasing temporary equipment to rent equipment instead.」

    Delays in construction caused by labor shortages and tighter labor regulations in the construction industry, soaring material prices, and the resulting shift in demand from purchasing to renting continued.
  4. FY2025-Q1WorsenedAnnual report

    「There were also delays in construction due to labor shortages and tighter labor regulations in the construction industry, as well as soaring material prices,」

    In addition to the previous delays in construction starts caused by shortages of construction workers, tighter labor regulations in the construction industry were explicitly identified as another factor delaying construction.
  5. FY2024MaterialisedAnnual report

    「Construction starts continued to be postponed or delayed from the start of the period due to soaring construction material prices, labor shortages, rising labor costs and other factors, and customers considering purchasing temporary equipment increasingly responded by renting equipment instead.」

    Postponements and delays in construction starts due to labor shortages, rising labor costs and other factors continued throughout the fiscal year, accelerating customers' shift from purchasing to renting.
  6. FY2024-Q3RestatedAnnual report

    「The delays in construction starts that had continued from the start of the period showed no sign of easing, while customers considering purchasing temporary equipment remained active in responding by renting equipment instead.」

    Delays in construction starts continued, and the shift from purchasing to renting temporary equipment remained active.
  7. FY2024-Q2RestatedAnnual report

    「Construction starts have been delayed due to soaring construction material prices and a shortage of workers to carry out projects. Among customers considering purchasing temporary equipment, the shift from purchasing to renting equipment has continued from the start of the period.」

    While delays in construction starts due to a shortage of construction workers continued, customers continued to switch from purchasing temporary equipment to renting it from the start of the period.
  8. FY2024-Q1MaterialisedAnnual report

    「Construction starts have been delayed due to a shortage of workers to carry out projects amid strong demand for construction.」

    Delays in construction starts due to a shortage of construction workers have occurred even though construction demand remains strong.
  9. FY2019-Q2MaterialisedAnnual report

    「Sales of temporary construction equipment were temporarily affected by a loosening of supply and demand due to a lack of growth in the number of construction sites resulting from labor shortages and other factors, but inquiries from temporary equipment rental companies increased from the summer onward.」

    Labor shortages and other factors again appeared during the quarter as a lack of growth in the number of construction sites and a temporary loosening of supply and demand for temporary equipment. The increase in inquiries from the summer onward was also noted.
  10. FY2019-Q1MaterialisedAnnual report

    「Sales of temporary construction equipment were temporarily affected by a loosening of supply and demand due to a lack of growth in the number of construction sites resulting from labor shortages and other factors, but the company secured a substantial order backlog for the period from the second quarter onward.」

    The shortage of construction workers appeared during the quarter as a lack of growth in the number of construction sites and a temporary loosening of supply and demand for temporary equipment, while orders secured for the second quarter onward were also noted.
  11. FY2017-Q1MaterialisedAnnual report

    「Demand for social infrastructure repair and maintenance, earthquake-resistance and renovation work continues, but shortages of construction workers have extended construction periods and deferred project starts, causing rental companies’ purchasing appetite to stall at the beginning of the fiscal year.」

    Worker shortages led to longer construction periods and deferred project starts, which appeared as stagnant purchasing appetite among rental companies during the quarter.
Moved together

"Global Economic Slowdown and Financial Market Uncertainty" moved the same way as this thread, in the same document, in 6 of its 13 moves.

644433★123456
  1. ★This thread
  2. 1Global Economic Slowdown and Financial Market Uncertainty6×
  3. 2Risk of Declining Construction Demand and Price Volatility4×
  4. 3Higher Steel, Raw Material and Transportation Costs4×
  5. 4Higher Depreciation, Installation and Transportation Costs for Rental Assets4×
  6. 5Foreign Exchange Risk From Overseas Procurement in U.S. Dollars3×
  7. 6Expanding Sales of Fitness Equipment and Aluminum Products for DIY Demand at Home3×

★ 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
Alinco's next results are scheduled for 2026-10-20. Read the earnings preview It last moved in the Earnings of 2026-07-17: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.