Deferral of projects to the fourth quarter due to customer-related factors
First written in FY2018-Q3. 2 of 4 entries say "Materialised", first in FY2021-Q1. Latest entry: FY2024-Q1.
Towa moved to the "Worse" side of this theme in 2020, 1 year before the typical company in this theme (2021).
The whole theme swung hardest in 2025: 7 of 14 companies on the "Worse" side.
3 other companies' latest entry also says "Other".
- FY2024-Q1Revenue shifted into the second quarterAnnual report
「Operating performance in the laser processing equipment business resulted in revenue of ¥425 million, down ¥137 million, or 24.4%, year on year, and an operating loss of ¥8 million, compared with operating income of ¥16 million in the same period of the previous year, as revenue from some laser trimmers shifted into the second quarter.」
Revenue from some laser trimmers shifted from the first quarter to the second quarter, resulting in a 24.4% decline in revenue and an operating loss in the laser processing equipment business. - FY2023-Q3MaterialisedAnnual report
「Revenue for the current consolidated fiscal period (October–December) decreased from the previous consolidated fiscal period (July–September), as some customers requested postponement of molding equipment deliveries amid deteriorating semiconductor market conditions, while equipment installation work was delayed due to the impact of China's zero-COVID policy and the spread of infections after restrictions were eased.」
Customer requests to postpone molding equipment deliveries and delays in installation work resulting from China's response to the spread of infections led to a decline in quarterly revenue. - FY2021-Q1MaterialisedAnnual report
「Some capital investment plans and scheduled equipment installations were pushed back.」
The company stated that customers' capital investment plans and scheduled equipment installations were in fact pushed back against a backdrop of the spread of infectious diseases and the US-China trade war. - FY2018-Q3First statedAnnual report
「Some projects were deferred to the fourth quarter due to customer-related factors,」
The company stated that some projects were in fact deferred to the fourth quarter due to customer-related factors, resulting in a shift in the timing of revenue recognition.