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J.E.T. (6228) · RiskWorsened

Customer Concentration Risk Related to Samsung Electronics Group

First written in FY2023. 2 of 3 entries say "Worsened", first in FY2024. Latest entry: FY2025.

3entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023WorsenedFY2024 – FY20252024: 120242025: 120252026: 12026
Same theme, other companies
Risk from dependence on sales and orders from major semiconductor customers and capital investment trendsA theme 23 companies write about · 24 as a headwind · 0 as a tailwind

J.E.T. moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).

The whole theme swung hardest in 2025: 7 of 19 companies on the "Worse" side.

9 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 23 companies compared. The sentences above are computed from all 23.
Full recordFilings, disclosures and news, newest first
  1. FY2025WorsenedAnnual report

    「Sales to Samsung Electronics Group, including sales through ZEUS Co., Ltd., increased to 30.5% of consolidated revenue in the fiscal year ended December 2023, 30.0% in the fiscal year ended December 2024, and 36.9% in the fiscal year ended December 2025 as large projects with the group progressed.」

    The share of revenue from Samsung Electronics Group rose from 30.0% in the fiscal year ended December 2024 to 36.9% in the fiscal year ended December 2025, indicating further concentration.
  2. FY2024WorsenedAnnual report

    「Sales to Samsung Electronics Group, including sales through ZEUS Co., Ltd., accounted for 26.9% of consolidated revenue in the fiscal year ended December 2022, 28.3% in the fiscal year ended December 2023, and 32.4% in the fiscal year ended December 2024.」

    The share of revenue from Samsung Electronics Group rose from 28.3% in the fiscal year ended December 2023 to 32.4% in the fiscal year ended December 2024.
  3. FY2023First statedAnnual report

    「Sales to Samsung Electronics Group, including sales through ZEUS Co., Ltd., accounted for 33.7% of consolidated revenue in the fiscal year ended December 2021, 26.9% in the fiscal year ended December 2022, and 28.3% in the fiscal year ended December 2023. Changes to the group’s large-scale capital investment plans or requests for discounts on large orders may affect our group’s operating results and financial position.」

    States that sales to Samsung Electronics Group accounted for 33.7%, 26.9%, and 28.3% of revenue in the fiscal years ended December 2021, 2022, and 2023, respectively, and that changes to its capital investment plans or discount requests may affect results.
Moved together

"Nine-month results for the fiscal year ended December 2023" moved the same way as this thread, in the same document, in 2 of its 3 moves.

222★123
  1. ★This thread
  2. 1Nine-month results for the fiscal year ended December 20232×
  3. 2Financial Targets under the Medium-Term Management Plan “Challenge 2026”2×
  4. 3Construction Plan for a New Head Office and Factory2×

★ 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 J.E.T. yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Customer Concentration Risk Related to Samsung Electronics Group | J.E.T.Co.,LTD. (6228) | Komori