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Disco (6146) · InitiativeGross profit margin declined despite contributions from high-value-added productsLatest Earnings (2026-07-23): "Restated"

Improving Profitability Through High-Value-Added Projects and Products and Improvement Initiatives

First written in FY2024-Q2. 5 of 8 entries say "Restated". Latest entry: 2026-07-23.

8entries
4years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2024-Q2 – 2026-07-232023: 120232024: 320242025: 220252026: 22026
Same theme, other companies
Profit Improvement through High-Value-Added Product Sales and Production Efficiency ImprovementsA theme 60 companies write about · 1 as a headwind · 62 as a tailwind

9 other companies' latest entry also says "Restated".

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 60 companies compared. The sentences above are computed from all 60.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-23RestatedEarnings

    「Profit increased as the higher GP margin, reflecting foreign exchange effects and a higher proportion of high-value-added products, absorbed increases in selling, general and administrative expenses, including personnel and R&D costs.」

    The company explained that a higher GP margin, driven by foreign exchange effects and a greater proportion of high-value-added products, was a factor behind the increase in profit.
  2. FY2026Gross profit margin declined despite contributions from high-value-added productsAnnual report

    「Although the gross profit margin declined slightly due to changes in the product and application mix and personnel expenses and research and development expenses increased, revenue and profit increased owing to higher revenue and the earnings contribution from high-value-added products.」

    Whereas the company had previously attributed the higher gross profit margin to high-value-added products and improvement initiatives, it explained that, this period, the gross profit margin declined slightly due to changes in the product and application mix, while revenue and profit increased owing to the earnings contribution from high-value-added products.
  3. FY2026-H1Revenue and profit growth despite a decline in the gross profit margin due to foreign exchange effectsAnnual report

    「In this environment, although the gross profit margin declined due to foreign exchange effects and other factors and selling, general and administrative expenses increased, mainly because of research and development expenses, revenue and operating profit increased owing to progress in acceptance inspections for machinery and equipment and contributions from high-value-added products.」

    Whereas the company had previously attributed the higher gross profit margin to foreign exchange effects, improvement initiatives and high-value-added products, it explained that, in the interim consolidated accounting period, the gross profit margin declined due to foreign exchange effects and other factors, while revenue and profit increased owing to progress in acceptance inspections and contributions from high-value-added products.
  4. FY2025RestatedAnnual report

    「Operating profit increased significantly due to revenue growth from progress in acceptance inspections for shipped equipment and a higher gross profit margin resulting from an increase in high-value-added projects, foreign exchange effects and other factors.」

    The company has continued to identify progress in acceptance inspections, an increase in high-value-added projects and a higher gross profit margin resulting from foreign exchange effects and other factors as factors behind improved profitability.
  5. FY2025-H1RestatedAnnual report

    「Revenue increased significantly as acceptance inspections for machinery and equipment progressed, and operating profit rose significantly as the gross profit margin increased substantially due to an increase in high-value-added products, foreign exchange effects and continued improvement initiatives. Operating profit ¥75.952 billion (up 68.7% year on year) Operating margin 42.4%」

    The company has continued to identify the increase in high-value-added products, foreign exchange effects and continued improvement initiatives as factors behind the higher gross profit margin and significant profit growth.
  6. FY2024RestatedAnnual report

    「In terms of profit and loss, although personnel expenses and research and development expenses increased, the higher gross profit margin resulting from an increase in high-value-added projects and foreign exchange effects absorbed the increase in selling, general and administrative expenses, resulting in higher operating profit.」

    The company has continued to identify the increase in high-value-added projects and improvement and value-enhancement initiatives as factors behind the higher gross profit margin.
  7. FY2024-Q3RestatedAnnual report

    「In terms of profit and loss, the gross profit margin increased due to foreign exchange effects, continued improvement initiatives and an increase in high-value-added products, but operating profit declined because selling, general and administrative expenses increased.」

    The company explained that the gross profit margin increased due to foreign exchange effects, continued improvement initiatives and an increase in high-value-added products. Meanwhile, operating profit declined year on year because selling, general and administrative expenses increased.
  8. FY2024-Q2First statedAnnual report

    「In this environment, shipments remained at a high level due to an increase in high-value-added projects, but revenue declined because acceptance inspections took longer. In terms of profit and loss, the gross profit margin increased due to foreign exchange effects, continued improvement initiatives and an increase in high-value-added products, but operating profit declined year on year because selling, general and administrative expenses increased.」

    The increase in high-value-added projects and products and the continuation of improvement initiatives were identified for the first time as a separate theme supporting high shipment levels and a higher gross profit margin. The company explained that operating profit declined because selling, general and administrative expenses increased.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Disco's next results are scheduled for 2026-10-22. Read the earnings preview It last moved in the Earnings of 2026-07-23: "Restated".
News
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Improving Profitability Through High-Value-Added Projects and Products and Improvement Initiatives | DISCO CORPORATION (6146) | Komori