Komori
Tenryu Saw Mfg. (5945) · RiskWorsened

Sales concentration in major customer Makita Corporation

First written in FY2019. 4 of 6 entries say "Worsened", first in FY2020. Latest entry: FY2026.

6entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019WorsenedFY2020 – FY2022MitigatedFY2024WorsenedFY2025 – FY20262019: 120192020: 120202021: 020212022: 120222023: 020232024: 120242025: 120252026: 12026
Same theme, other companies
Revenue Dependence on Specific CustomersA theme 134 companies write about · 134 as a headwind · 0 as a tailwind

Tenryu Saw Mfg. moved to the "Worse" side of this theme in 2020, 3 years before the typical company in this theme (2023).

The whole theme swung hardest in 2020: 22 of 84 companies on the "Worse" side.

26 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.
Showing 14 of the 133 companies compared. The sentences above are computed from all 133.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Makita Corporation ¥2,666.222 million 20.3 ¥2,944.657 million 21.9」

    Sales to Makita Corporation amounted to ¥2,944.657 million, accounting for 21.9% of total sales, up from 20.3% in the previous fiscal year, indicating greater sales concentration in the major customer.
  2. FY2025WorsenedAnnual report

    「Makita Corporation ¥2,666.222 million 20.3」

    Sales to Makita Corporation amounted to ¥2,666.222 million, accounting for 20.3% of total sales, up from 17.8% in the previous fiscal year. Sales concentration in the major customer is increasing.
  3. FY2024MitigatedAnnual report

    「Makita Corporation ¥2,638.514 million 19.5 ¥2,121.981 million 17.8」

    Sales to Makita Corporation amounted to ¥2,121.981 million, accounting for 17.8% of total sales, down from 19.5% in the previous fiscal year. Sales concentration in the major customer continues, although the ratio has declined.
  4. FY2022WorsenedAnnual report

    「Makita Corporation ¥2,693.367 million 18.7」

    Sales to Makita Corporation amounted to ¥2,693.367 million, accounting for 18.7% of total sales, up from 18.4% in the previous fiscal year. Sales concentration in the major customer is increasing.
  5. FY2020WorsenedAnnual report

    「Makita Corporation ¥1,992.049 million 16.5」

    Sales to Makita Corporation amounted to ¥1,992.049 million, accounting for 16.5% of total sales, up from 16.3% in the previous fiscal year.
  6. FY2019First statedAnnual report

    「Makita Corporation ¥1,928.416 million 16.3」

    Sales to Makita Corporation amounted to ¥1,928.416 million, accounting for 16.3% of total sales. The figures disclosed indicate sales concentration in a major customer.
Moved together

"Price competition with low-priced products from China, Europe and elsewhere" moved the same way as this thread, in the same document, in 4 of its 6 moves.

433322★123456
  1. ★This thread
  2. 1Price competition with low-priced products from China, Europe and elsewhere4×
  3. 2Weakness or stagnation in domestic and overseas markets3×
  4. 3Price fluctuation and credit risks associated with securities and investment securities3×
  5. 4Uncertainty in overseas economies due to US economic policy and geopolitical risks3×
  6. 5Sharp exchange-rate fluctuations and uncertainty over overseas economies2×
  7. 6Q1 Revenue and Earnings Decline2×

★ 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
Tenryu Saw Mfg.'s next results are scheduled for 2026-11-09. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.