Komori
Japan Material (6055) · InitiativeAdvanced

Strengthening the Stable Earnings Base Through TFM and Semiconductor Equipment Maintenance

First written in FY2018. 13 of 26 entries say "Restated". Latest entry: 2026-09-30.

26entries
9years
5from disclosures
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ProgressHeldSoftenedWorseRestatedFY2024-Q1 – FY2025-H12018: 120182019: 320192020: 320202021: 320212022: 220222023: 420232024: 320242025: 120252026: 62026
Same theme, other companies
Expanding market share and profits in the semiconductor manufacturing equipment businessA theme 3 companies write about · 0 as a headwind · 3 as a tailwind

1 other company's latest entry also says "Advanced".

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. FY2026AdvancedAnnual report

    「Segment profit increased as operations at a new semiconductor plant launched in fiscal 2024 expanded and high production levels continued at NAND flash memory plants of major customers.」

    Profit in the operations segment, a stable earnings base, increased as operations at a new semiconductor plant expanded and customer production activity remained at high levels.
  2. FY2026-H1AdvancedAnnual report

    「The operations segment arising from production activities, including specialty gas sales administration and technical services, performed steadily, particularly in facility management and semiconductor manufacturing equipment maintenance, as operations at a new semiconductor plant started in fiscal 2024 and high production levels continued at semiconductor plants of major customers. Revenue was ¥24,811 million, up 12.4% year on year, and segment profit was ¥6,598 million, up 34.2% year on year.」

    The stable earnings base centered on facility management and semiconductor manufacturing equipment maintenance expanded as operations at a new semiconductor plant began and production activity remained at high levels.
  3. FY2025-H1RestatedAnnual report

    「Meanwhile, the operations segment arising from production activities, including specialty gas sales administration and technical services, performed strongly, particularly in specialty gas sales administration and semiconductor manufacturing equipment maintenance, as utilization rates at NAND flash memory plants of its major customers improved」

    The stable earnings base centered on specialty gas sales administration and semiconductor manufacturing equipment maintenance has performed strongly against the backdrop of improved utilization rates at NAND flash memory plants.
  4. FY2024RestatedAnnual report

    「Further strengthening this stable earnings-base segment is a key challenge. To this end, in addition to further strengthening relationships of trust with customers by providing safe and reliable services, we will actively expand total facility management (TFM) and semiconductor equipment maintenance, strengthen efforts to acquire new customers in existing fields and enter new fields, and expand the special-gas sales and management services and technical services businesses of the Operations Division.」

    The challenge of actively expanding TFM and semiconductor equipment maintenance and strengthening the stable earnings base provided by specialty gas sales administration and technical services remains ongoing.
  5. FY2024-Q3RestatedAnnual report

    「The operations segment arising from production activities, including specialty gas sales administration and technical services, was affected by production cuts at NAND flash memory plants of its major customers, resulting in declines in both revenue and segment profit compared with the same quarter of the previous year」

    The operations segment, including specialty gas sales administration and technical services, has continued to experience lower revenue and lower profit due to production cuts at NAND flash memory plants of major customers.
  6. FY2024-Q2RestatedAnnual report

    「The operations segment arising from production activities, including specialty gas sales administration and technical services, was affected by production cuts at NAND flash memory plants of its major customers, resulting in declines in both revenue and segment profit compared with the same quarter of the previous year」

    The operations segment, including specialty gas sales administration and technical services, has continued to experience declines in both revenue and segment profit due to production cuts at NAND flash memory plants of major customers.
  7. FY2024-Q1Operations segment slowdown due to NAND production cutsAnnual report

    「The operations segment arising from production activities, including specialty gas sales administration and technical services, was affected by production cuts at NAND flash memory plants of its major customers, resulting in declines in both revenue and segment profit.」

    The operations segment, including specialty gas sales administration and technical services, was affected by production cuts at NAND flash memory plants of major customers, resulting in declines in both revenue and segment profit.
  8. FY2023AdvancedAnnual report

    「The operations segment, which provides specialty gas sales administration, technical services and other services that form a stable earnings base, performed steadily as we expanded our strength, Total Facility Management (TFM).」

    In addition to the expansion of TFM, the operations segment, including specialty gas sales administration and technical services, performed steadily, resulting in segment profit of ¥12,282 million for the electronics-related business.
  9. FY2023-Q3RestatedAnnual report

    「The operations segment arising from production activities, including specialty gas sales administration and technical services, was affected by production cuts at some semiconductor plants of its major customers, but nevertheless performed steadily, particularly in specialty gas sales administration and semiconductor manufacturing equipment maintenance」

    Despite the impact of production cuts by some major customers, the operations segment, centered on specialty gas sales administration and semiconductor manufacturing equipment maintenance, has continued to perform steadily.
  10. FY2023-Q1RestatedAnnual report

    「The operations segment arising from production activities, including specialty gas sales administration and technical services, also performed steadily, particularly in specialty gas sales administration and semiconductor manufacturing equipment maintenance, as production activity at semiconductor plants expanded.」

    Against the backdrop of expanding production activity at semiconductor plants, the operations segment, centered on specialty gas sales administration and semiconductor manufacturing equipment maintenance, has continued to perform steadily.
  11. FY2022AdvancedAnnual report

    「February 2021: Established 株式会社WiL in Komono, Mie District, Mie Prefecture June: 株式会社WiL began its technical services staffing business」

    WiL Co., Ltd., established to expand maintenance and technical support services for semiconductor manufacturing equipment, has begun providing technical services personnel.
  12. FY2022-Q2RestatedAnnual report

    「The Operations Division, which provides services arising from production activities, including special-gas sales and management services and technical services, also performed steadily, mainly in special-gas management services and semiconductor manufacturing equipment maintenance, as overseas spot projects increased and production activity at semiconductor factories expanded, and」

    Against the backdrop of an increase in overseas spot projects and expanding production activity at semiconductor factories, the Operations Division, centered on special-gas management services and semiconductor manufacturing equipment maintenance, performed steadily.
  13. FY2022-Q1RestatedAnnual report

    「The Operations Division, which provides services arising from production activities, including special-gas sales and management services and technical services, also performed steadily, mainly in special-gas sales and semiconductor manufacturing equipment maintenance, as overseas spot projects increased and production activity at semiconductor factories expanded.」

    Against the backdrop of an increase in overseas spot projects and expanding production activity at semiconductor factories, the Operations Division, centered on special-gas sales and semiconductor manufacturing equipment maintenance, continued to perform steadily.
  14. FY2021-Q3AdvancedAnnual report

    「In order to better address customer needs and expand maintenance, servicing and technical support services for semiconductor manufacturing equipment, we decided to establish a subsidiary for the purpose of dispatching engineers. (5) Capital: ¥20 million (6) Establishment date: Early March 2021 (scheduled) (7) Equity interest: 100% owned by the Company」

    The Company decided to establish a subsidiary for the purpose of dispatching engineers to expand maintenance, servicing and technical support services for semiconductor manufacturing equipment. Capital is ¥20 million, establishment is scheduled for early March 2021, and the Company will hold a 100% equity interest.
  15. FY2021-Q1RestatedAnnual report

    「The Operations Division, which provides services arising from production activities, including special-gas sales and management services and technical services, also performed steadily, mainly in semiconductor manufacturing equipment maintenance, as production activity at semiconductor factories expanded.」

    Against the backdrop of expanding production activity at semiconductor factories, the Operations Division, centered on semiconductor manufacturing equipment maintenance, continued to perform steadily.
  16. FY2020AdvancedAnnual report

    「As customer semiconductor factories expanded and production activity progressed steadily, projects involving semiconductor manufacturing equipment maintenance and contracted operation and management services and maintenance for ultrapure-water plants increased. By strengthening “total facility management (TFM),” one of the Group’s strengths, the Operations Division, which provides the stable earnings-base businesses of special-gas sales and management services and technical services for other related businesses, performed steadily.」

    The increase in semiconductor manufacturing equipment maintenance and ultrapure-water plant-related projects and the strengthening of TFM were clearly stated, while the Operations Division, the stable earnings base, performed steadily.
  17. FY2020-Q3RestatedAnnual report

    「Against this backdrop, in the Group’s electronics-related business, the Operations Division, which provides services arising from production activities, including special-gas sales and management services and technical services, performed steadily, mainly in semiconductor manufacturing equipment maintenance and contracted operation and management services and maintenance for ultrapure-water plants, as production activity at semiconductor factories expanded, but」

    The Operations Division, positioned as a stable earnings base, continued to perform steadily in businesses including semiconductor manufacturing equipment maintenance and contracted operation and management services and maintenance for ultrapure-water plants.
  18. FY2020-Q2RestatedAnnual report

    「The Operations Division, which provides services arising from production activities, including special-gas sales and management services and technical services, performed steadily, mainly in semiconductor manufacturing equipment maintenance and contracted operation and management services and maintenance for ultrapure-water plants, as production activity at semiconductor factories expanded.」

    The Operations Division, positioned as a stable earnings base, continued to perform steadily in businesses including semiconductor manufacturing equipment maintenance and contracted operation and management services and maintenance for ultrapure-water plants.
  19. FY2020-Q1RestatedAnnual report

    「The Operations Division, which provides services arising from production activities, including special-gas sales and management services and technical services, performed steadily, mainly in semiconductor manufacturing equipment maintenance and contracted operation and management services and maintenance for ultrapure-water plants, as production activity at semiconductor factories expanded.」

    The Operations Division, including semiconductor manufacturing equipment maintenance and contracted operation and management services and maintenance for ultrapure-water plants, continued to perform steadily.
  20. FY2019AdvancedAnnual report

    「Against a backdrop of smooth production at major customer plants, the semiconductor manufacturing equipment maintenance business expanded its scope, and our group strengthened its Total Facility Management (TFM) services for semiconductor and small- and medium-sized display plants. As a result, the Operations segment, which provides specialty gas sales and management services, a stable earnings base, as well as technical services for related businesses, performed well.」

    TFM was strengthened and the scope of the semiconductor manufacturing equipment maintenance business was expanded, while the Operations Division, the stable earnings base, performed steadily throughout the fiscal year.
  21. FY2018First statedAnnual report

    「Further strengthening this stable earnings-base segment is a key challenge. To this end, in addition to further strengthening relationships of trust with customers by providing safe and reliable services, we will actively expand total facility management (TFM) and semiconductor equipment maintenance, strengthen efforts to acquire new customers in existing fields and enter new fields, and expand the special-gas sales and management services and technical services businesses of the Operations Division.」

    The Company has clearly stated plans to strengthen the stable earnings base of special-gas sales and management services and technical services by actively expanding TFM and semiconductor equipment maintenance, with the Initial Division serving as the driving force. The plans also include acquiring new customers in existing fields and entering new fields.
Moved together

"Business expansion from capital investment in specialty gas facilities through operations and maintenance" moved the same way as this thread, in the same document, in 7 of its 26 moves.

775443★123456
  1. ★This thread
  2. 1Business expansion from capital investment in specialty gas facilities through operations and maintenance7×
  3. 2Payment of Dividends from Retained Earnings7×
  4. 3Growth in performance centered on the electronics-related business5×
  5. 4Establishment of New Head Office Functions and Electronics-Related Manufacturing Facilities4×
  6. 5Increase in Employee Headcount Accompanying Expansion of Electronics-Related Business4×
  7. 6Risk Management Framework under the Crisis Management Regulations3×

★ 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
No upcoming earnings preview for Japan Material yet. It last moved in the Governance of 2026-09-30: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.