Delivery dates for robot systems integration renewal projects moved to the following quarter
First written in FY2024-Q3. 6 of 11 entries say "Materialised", first in FY2024-Q3. Latest entry: 2026-10-15.
Jrc moved to the "Worse" side of this theme in 2024, 2 years after the typical company in this theme (2022).
The whole theme swung hardest in 2018: 4 of 31 companies on the "Worse" side.
4 other companies' latest entry also says "Materialised".
- 2026-10-15MaterialisedFinancial results presentation
「一部大型案件の期ズレの影響を強く受ける」
ロボットSI事業の大型案件について、既存の期ズレリスクが当中間期の売上・利益に強く影響したことを再度示している。 - FY2027-H1WorsenedAnnual report
「In the robot SI business, results were strongly affected by changes in the timing of equipment deliveries after the construction of buildings in customers' capital investment plans, in response to persistently high building-material prices caused by heightened tensions in the Middle East, the historically weak yen, and surging energy prices and logistics costs, as well as by timing shifts in some large-scale projects.」
Regarding the previously identified timing shifts, the company states that changes in equipment delivery schedules driven by geopolitical conditions, the weak yen, and surging building-material prices and logistics costs, together with timing shifts in some large-scale projects, had a strong impact on interim results. - FY2026MaterialisedAnnual report
「In the robot SI business, although some projects were carried over to the following fiscal year because the timing of revenue recognition shifted as projects grew larger, repeat projects remained solid, and higher order-unit prices resulting from the promotion of integrated production-line proposals contributed to results.」
The company states that some projects were actually carried over to the following fiscal year due to the larger scale of projects, including during the full year. It also notes the effects of repeat projects and integrated production-line proposals. - 2026-04-14RestatedFinancial results presentation
「Revenue recognition remains unstable due to larger projects (timing shifts)」
The Robot SI Business continued to identify timing shifts caused by larger projects as an issue and presented standardization and centralized management from order receipt through acceptance as countermeasures. - FY2026-H1MaterialisedAnnual report
「In the robot SI business, projects grew in size as transactions with major companies increased and proposals for integrated production lines expanded, improving profitability, while timing shifts occurred due to stricter acceptance conditions, among other factors.」
The company states that timing shifts actually occurred in the robot SI business due to stricter acceptance conditions, among other factors. It also notes improved profitability resulting from increased transactions with major companies and larger projects. - FY2025Continued impact on full-year resultsAnnual report
「In the robot SI business, while affected by timing shifts and the recognition of M&A expenses in the first half, large-scale, complex, and repeat projects increased.」
Although affected by timing shifts in the first half, full-year net sales and segment profit exceeded the previous year due to increases in large-scale, complex, and repeat projects. - FY2025-H1WorsenedAnnual report
「In the robot SI business, the company secured orders outside the original plan, mainly for repeat projects, but the effects of changes in delivery dates and specifications that arose in the first quarter continued for an extended period.」
The company states that the effects of changes in delivery dates and specifications arising in the first quarter continued through the interim period, explicitly indicating the continued impact of the previously identified delivery-date risk. - FY2025-Q1WorsenedAnnual report
「As the company pursued a plan weighted toward the second quarter and beyond, the trend became even more pronounced due to changes in delivery dates and specifications, among other factors.」
The company states that, in the robot SI business, changes in specifications occurred in addition to changes in delivery dates, further strengthening the tendency for the plan to be weighted toward the second quarter and beyond. - FY2024-Q3MaterialisedAnnual report
「While acceptance of the large project shifted from the second quarter to the third quarter was completed, the delivery deadline for a separate replacement project changed to the following quarter,」
The company states that, in the robot SI business, the delivery date for another renewal project was changed to the following quarter as an actual development in project execution.