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Sakai Heavy Industries (6358) · RiskMarket correction continues, but signs of a bottoming are emergingLatest Results (2026-11-13): "Restated"

Slowdown and adjustment in the global construction machinery market

First written in FY2025-H1. 2 of 6 entries say "Worsened", first in FY2026-H1. Latest entry: 2026-11-13.

6entries
3years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025-H1WorsenedFY2026-H12024: 120242025: 120252026: 42026
Same theme, other companies
Slowdown and adjustment in the global construction machinery marketA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026Market correction continues, but signs of a bottoming are emergingAnnual report

    「Although the global construction equipment market is expected to remain in a corrective phase for some time in the short term, we expect it to recover with the economic cycle over the medium to long term, as solid underlying demand for construction equipment is anticipated from Japan's Medium-Term Plan for Implementing National Resilience, the doubling of the defense development budget, high levels of infrastructure investment in the United States, increased infrastructure investment and mining development in emerging countries, demand to renew aging infrastructure, and demand for disaster response and reconstruction as natural disasters become more severe.」

    Although the global construction equipment market is expected to remain in a short-term corrective phase, a medium- to long-term recovery is anticipated, driven by infrastructure investment in Japan and overseas and reconstruction demand.
  2. 2026-05-30MitigatedGeneral Meetings of Shareholders

    「The construction machinery market has also begun to bottom out.」

    The company’s assessment of the global construction machinery market has shifted from a slowdown and adjustment trend to a bottoming-out trend, although the disclosure also states that adjustment may continue in the short term.
  3. FY2026-H1WorsenedAnnual report

    「The existing global order, political and economic systems, and security framework reached a phase of fundamental change, while the global construction equipment market remained in a corrective trend amid economic conditions of increasing uncertainty.」

    The description of the slowdown and correction in the global construction equipment market has been expanded from a simple slowing trend to a corrective trend accompanied by fundamental changes in the global order and other factors, as well as increasing uncertainty.
  4. FY2025-H1First statedAnnual report

    「The global construction equipment market remained on a slowing trend.」

    The global construction equipment market entered a slowing phase, and this was presented independently for the first time as part of the business environment for the interim consolidated accounting period, together with declining domestic and overseas sales.
Moved together

"Cost increases resulting from fluctuations in material prices" moved the same way as this thread, in the same document, in 2 of its 6 moves.

22★12
  1. ★This thread
  2. 1Cost increases resulting from fluctuations in material prices2×
  3. 2Specialization and Internationalization of the Road Construction Equipment Business and Innovation in Its Business Structure2×

★ 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
Sakai Heavy Industries's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Results of 2026-11-13: "Restated".
News
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