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Tokyo Automatic Machinery Works (6360) · RiskRestated

Risk to delivery schedules from intensifying competition, price negotiations and difficulties in procuring parts

First written in FY2018. 10 of 19 entries say "Restated". Latest entry: 2026-10-30.

19entries
9years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020 – FY2022-Q1ReframedFY2024-Q3RestatedFY2025 – 2026-10-302018: 120182019: 120192020: 120202021: 220212022: 420222023: 420232024: 120242025: 220252026: 32026
Same theme, other companies
Delivery schedule risk from competition, price negotiations and component procurement difficultiesA 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. FY2026-H1RestatedAnnual report

    「In the packaging machinery segment, despite a challenging business environment due to price competition with other companies, the company captured continuing demand for automation, particularly in the confectionery and food industries,」

    While capturing automation demand, the company continues to describe the challenging business environment caused by price competition with other companies.
  2. FY2025RestatedAnnual report

    「In the packaging machinery segment, orders, including large-scale projects, remained firm due to continued appetite for capital investment driven by automation and labor-saving demand against a backdrop of labor shortages, particularly in the confectionery and food industries. Revenue in the segment was ¥5.785 billion (¥4.821 billion in the same period of the previous year, up 20.0%). Segment profit was in a challenging business environment due to price competition with other companies, among other factors, but」

    While orders remained firm due to automation demand, price competition with other companies continues to be described as a challenging business environment.
  3. FY2024-Q3ReframedAnnual report

    「Difficulties in procuring parts caused by supply chain disruptions continued in some areas,」

    The previously identified risk of difficulties in procuring parts and securing delivery times has been reframed as difficulty procuring certain parts due to supply chain disruptions. Although sales activities and orders are recovering, supply constraints continue.
  4. FY2024-Q2RestatedAnnual report

    「In the packaging machinery segment, the company conducted active sales activities, including sales visits and participation in trade shows, but difficulties in procuring parts also had an impact,」

    The company states that, while conducting active sales activities, difficulties in procuring parts continued to affect sales in the packaging machinery segment.
  5. FY2024-Q1RestatedAnnual report

    「In the packaging machinery segment, although the impact of COVID-19 was subsiding and the company conducted active sales activities, including sales visits and participation in trade shows, the challenging situation involving difficulties in procuring parts continued,」

    The company states that, while sales activities became more active, the challenging situation involving difficulties in procuring parts continued.
  6. FY2023WorsenedAnnual report

    「In the packaging machinery business, the impact of COVID-19 infection has gradually subsided and an economic recovery is finally expected. However, the situation involving difficulties in procuring parts has shown no improvement whatsoever, and increasingly uncertain conditions continue.」

    While the easing of the impact of the infection and expectations for an economic recovery are indicated, the company states that difficulties in procuring parts have shown no improvement whatsoever, and supply constraints and risks related to securing delivery times remain pronounced.
  7. FY2023-Q3WorsenedAnnual report

    「The prolonged semiconductor shortage and delays in the delivery of products and parts showed no improvement whatsoever,」

    The company states that there has been no improvement whatsoever in the semiconductor shortage or delays in the delivery of products and parts, more strongly indicating the continued existence of supply constraints and risks related to securing delivery times.
  8. FY2023-Q2RestatedAnnual report

    「In the packaging machinery segment, although sales visits and participation in trade shows had an effect, the impact of COVID-19 and the continuing difficulty of obtaining parts and other items resulted in revenue for the cumulative second-quarter period of ¥1.78 billion (¥1.739 billion in the same period of the previous year, up 2.4%).」

    The company states that, while sales visits and participation in trade shows had an effect, difficulties in obtaining parts and other items continued.
  9. FY2023-Q1WorsenedAnnual report

    「There was no sign whatsoever of a recovery in delays in the delivery of products and parts caused by disruptions to production activities and logistics,」

    The company states that there is no sign whatsoever of a recovery in delays in the delivery of products and parts, more strongly indicating the continued existence of supply constraints and risks related to securing delivery times.
  10. FY2022MaterialisedAnnual report

    「In the packaging machinery segment, orders were recovering, but the impact of COVID-19 continued and customers remained cautious about new capital investment. In addition, the continuing difficulty of procuring certain parts forced the company to take stringent measures to secure delivery times.」

    Difficulties in procuring certain parts and the challenges of securing delivery times continued throughout the fiscal year, and parts procurement and delivery risks are described as actual constraints on business operations.
  11. FY2022-Q3ReframedAnnual report

    「However, the outlook for the economy remained uncertain due to concerns about the spread of new variants, delays in procuring electronic components including semiconductors, and soaring raw material prices.」

    The risk factor has been reframed from production disruptions caused by shortages of semiconductors, electrical components and other items, as described in the previous quarter, to delays in procuring electronic components, including semiconductors.
  12. FY2022-Q2MaterialisedAnnual report

    「At the same time, production disruptions caused by shortages of semiconductors, electrical components and other items began to affect economic activity, and conditions remained uncertain.」

    In relation to the previously described risks of difficulties in obtaining parts and securing delivery times, the company states that production disruptions caused by shortages of semiconductors, electrical components and other items actually occurred and began to affect economic activity.
  13. FY2022-Q1RestatedAnnual report

    「During the cumulative first-quarter period, there were no new matters relating to the business or accounting information described in this quarterly report that could materially affect investment decisions, nor any material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」

    The company states that there have been no material changes in business and other risks, including intensifying competition, price negotiations, difficulties in procuring parts and risks related to securing delivery times.
  14. FY2020RestatedAnnual report

    「At the same time, heightened customer requirements and intensifying price competition continue, and overall challenging conditions are expected to persist.」

    Heightened customer requirements and intensifying price competition continue to be described as challenging conditions for business operations.
  15. FY2019ReframedAnnual report

    「In the packaging machinery business, overall orders have remained steady against strong demand for automation-related capital investment driven by the recent labor shortage. However, the challenging environment continues, including increasingly demanding customer requirements for quality and delivery times and intensifying price competition, and we regard overcoming these challenges as an urgent issue.」

    In addition to the previously identified issues of competition, price negotiations and difficulties in procuring parts, the company explicitly identifies heightened customer requirements for quality and delivery times as challenging conditions.
  16. FY2018First statedAnnual report

    「In addition to competition with rival companies and increasingly difficult price negotiations, some components are difficult to obtain, creating a challenging environment for securing delivery schedules.」

    The Company identifies intensified competition and price negotiations, difficulty obtaining some components and challenges in securing delivery schedules as new business risks.
Moved together

"Slowing Global Economy and Uncertainty Over the Economic Outlook" moved the same way as this thread, in the same document, in 8 of its 19 moves.

885433★123456
  1. ★This thread
  2. 1Slowing Global Economy and Uncertainty Over the Economic Outlook8×
  3. 2Business Environment Risks from Rising Raw Material and Labor Costs and Trade Friction8×
  4. 3Strengthening the Financial Position5×
  5. 4Strengthening Cost and Quality Competitiveness4×
  6. 5Revenue, Operating Profit and Ordinary Profit Increase While Net Income Declines3×
  7. 6Cash flow from operating activities turns positive3×

★ 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
Tokyo Automatic Machinery Works's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Earnings of 2026-10-30: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.