Airman (6364) · RiskWorsened
Sales concentration in Alliance North America
First written in FY2024. 1 of 3 entries say "Mitigated", first in FY2025. Latest entry: FY2026.
3entries
3years
0from disclosures
How it moved
Same theme, other companies
Dependence on Specific Customers for RevenueA theme 90 companies write about · 90 as a headwind · 0 as a tailwind
Airman moved to the "Worse" side of this theme in 2026, 3 years after the typical company in this theme (2023).
The whole theme swung hardest in 2025: 22 of 67 companies on the "Worse" side.
16 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 90 companies compared. The sentences above are computed from all 90.Full recordFilings, disclosures and news, newest first
- FY2026WorsenedAnnual report
「Alliance North America, Inc. 10,400,627 19.1 12,903,061 23.2」
Sales to the major customer Alliance North America, Inc. rose from 19.1% to 23.2% of total sales, increasing customer concentration. - FY2025MitigatedAnnual report
「Alliance North America, Inc. 12,040,666 23.2 10,863,004 19.8」
Although sales to its single customer, Alliance North America, Inc., declined from 23.2% to 19.8% of total sales, sales amounted to ¥10,863.004 million, making it a major customer still. - FY2024First statedAnnual report
「Alliance North America, Inc. Fiscal year Amount ¥12,040.666 million Percentage 23.2」
The company disclosed that sales to its single customer, Alliance North America, Inc., amounted to ¥12,040.666 million and accounted for 23.2% of total sales.