Komori
Airman (6364) · RiskWorsened

Risk of profit pressure from intense price competition in overseas markets

First written in FY2017. 10 of 16 entries say "Restated". Latest entry: FY2026.

16entries
10years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q2 – FY2020-Q2ReframedFY2021RestatedFY2024-Q2 – FY2026-H12017: 220172018: 320182019: 220192020: 320202021: 120212022: 020222023: 120232024: 120242025: 120252026: 22026
Same theme, other companies
Intensifying Price Competition in Overseas MarketsA theme 17 companies write about · 17 as a headwind · 0 as a tailwind

Airman moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).

The whole theme swung hardest in 2017: 4 of 10 companies on the "Worse" side.

3 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 17 companies compared. The sentences above are computed from all 17.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「In Asia, market conditions are unstable due to uncertainty over the global situation, while price competition with Chinese products is intensifying.」

    The Company explicitly stated that price competition with Chinese products had intensified in Asian markets, making the overseas price competition risk more specific.
  2. 2026-06-04WorsenedGeneral Meetings of Shareholders

    「At the same time, risks from changes in the external environment, including instability in international affairs and the impact of tariff policies, are increasing, requiring continued careful and flexible responses.」

    The company indicated that risks from changes in the external environment, including international affairs and tariff policies, were increasing, including in relation to price competition in overseas markets.
  3. FY2026-H1RestatedAnnual report

    「No new business or other risks arose during the current interim consolidated accounting period. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes regarding the risk of margin pressure from price competition in overseas markets.
  4. FY2024-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes regarding the risk of margin pressure from price competition in overseas markets.
  5. FY2024-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes regarding the risk of margin pressure from price competition in overseas markets.
  6. FY2021ReframedAnnual report

    「Our group will work to absorb fluctuations in raw material prices through productivity improvements, revisions to selling prices and other measures.」

    The risk of margin pressure from price competition in overseas markets, previously presented as a separate item, is not treated as a standalone item in the current fiscal year's risk list and has been incorporated into responses to raw material prices, market conditions and other factors.
  7. FY2021-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the second quarter. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes regarding the risk of margin pressure from intense price competition in overseas markets.
  8. FY2021-Q1RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the first quarter. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes regarding the risk of margin pressure from intense price competition in overseas markets.
  9. FY2020-Q3MaterialisedAnnual report

    「In terms of profit, profit declined year on year due to lower selling prices resulting from competition and higher raw material prices.」

    Lower selling prices due to competition, together with higher raw material prices, emerged in the results as a factor behind the decline in profit in the construction machinery business.
  10. FY2020-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the second quarter. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes regarding the risk of margin pressure from intense price competition in overseas markets.
  11. FY2019-Q3RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the third quarter. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes regarding the risk of margin pressure from intense price competition in overseas markets.
  12. FY2019-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the second quarter. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes regarding the risk of margin pressure from intense price competition in overseas markets.
  13. FY2018MaterialisedAnnual report

    「Segment profit was below the year-earlier level because domestic sales recovered in the second half but did not reach the previous fiscal year's level, sales to overseas markets with low profit margins increased, and raw material costs rose.」

    The increase in overseas sales with low profit margins, together with rising raw material costs, emerged in the results as a factor behind the decline in profit in the construction machinery business.
  14. FY2018-Q3RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the third quarter. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes regarding the risk of margin pressure from intense price competition in overseas markets.
  15. FY2018-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the second quarter. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes regarding the risk of margin pressure from intense price competition in overseas markets.
  16. FY2017First statedAnnual report

    「Profitability is expected to be pressured by intense price competition overseas, together with rising raw material costs, primarily for steel materials.」

    Price competition in overseas markets, together with rising raw material costs, was stated for the first time as a risk of margin pressure.
Moved together

"Foreign-exchange risk associated with overseas sales" moved the same way as this thread, in the same document, in 3 of its 16 moves.

322222★123456
  1. ★This thread
  2. 1Foreign-exchange risk associated with overseas sales3×
  3. 2Demand Risk from Fluctuations in Construction Investment and Private Capital Investment2×
  4. 3Greater Uncertainty in the Business Environment Due to Trade Frictions and Geopolitical Risks in the Middle East2×
  5. 4Risk of fluctuations in raw material prices, including iron, copper and crude oil2×
  6. 5Counterparty Credit Risk on Trade Receivables2×
  7. 6Impact of Labor Shortages on Business Operations2×

★ 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
No upcoming earnings preview for Airman yet. It last moved in the General Meetings of Shareholders of 2026-06-04: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of profit pressure from intense price competition in overseas markets | AIRMAN CORPORATION (6364) | Komori