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J.E.T. (6228) · RiskRestated

Order fluctuations due to customer capital investment

First written in FY2023-Q3. 6 of 7 entries say "Restated". Latest entry: FY2026-H1.

7entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q3 – FY2026-H12023: 120232024: 320242025: 220252026: 12026
Same theme, other companies
Order Volatility Driven by Customer Capital Investment TrendsA theme 31 companies write about · 32 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2019: 13 of 26 companies on the "Worse" side.

7 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 31 companies compared. The sentences above are computed from all 31.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「We do not disclose order performance because short-term order trends tend to fluctuate significantly depending on customers’ investment trends and are therefore not necessarily an appropriate indicator for forecasting the company’s medium- to long-term performance.」

    Continues the policy of not disclosing order performance for the same reason.
  2. FY2025-H1RestatedAnnual report

    「We do not disclose order performance because short-term order trends tend to fluctuate significantly depending on customers’ investment trends and are therefore not necessarily an appropriate indicator for forecasting the company’s medium- to long-term performance.」

    Continues the policy of not disclosing order performance because short-term orders fluctuate significantly with customer investment trends and are not an appropriate indicator of medium- to long-term performance.
  3. FY2024RestatedAnnual report

    「We do not disclose order performance because short-term order trends tend to fluctuate significantly depending on customers’ investment trends and are therefore not necessarily an appropriate indicator for forecasting the company’s medium- to long-term performance.」

    Continues the explanation that short-term orders fluctuate with customer investment trends and are not an appropriate indicator of medium- to long-term performance.
  4. FY2024-H1RestatedAnnual report

    「We do not disclose order performance because short-term order trends tend to fluctuate significantly depending on customers’ investment trends and are therefore not necessarily an appropriate indicator for forecasting the company’s medium- to long-term performance.」

    Continues the explanation that short-term orders fluctuate significantly with customer investment trends and are not an appropriate indicator of medium- to long-term performance.
  5. FY2024-Q1RestatedAnnual report

    「We do not disclose order performance because short-term order trends tend to fluctuate significantly depending on customers’ investment trends and are therefore not necessarily an appropriate indicator for forecasting the company’s medium- to long-term performance.」

    Restates that short-term orders fluctuate with customer investment trends and are not an appropriate indicator of medium- to long-term performance.
  6. FY2023RestatedAnnual report

    「If shipments or installation of equipment are concentrated or delayed due to customer circumstances or other factors, this may affect our group’s operating results and financial position.」

    Specifically describes the risk of changes in order and revenue timing due to concentrated or delayed equipment shipments and installations, changes in delivery dates for ordered equipment, and order cancellations caused by customer circumstances.
  7. FY2023-Q3First statedAnnual report

    「Short-term order trends tend to fluctuate significantly depending on customers’ investment trends and are therefore not necessarily an appropriate indicator for forecasting the company’s medium- to long-term performance.」

    Describes the business characteristic that short-term orders are highly dependent on customer capital investment and are not necessarily an appropriate indicator of medium- to long-term performance.
Moved together

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Order fluctuations due to customer capital investment | J.E.T.Co.,LTD. (6228) | Komori