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Trinity Industrial (6382) · RiskRestated

Global supply constraints for semiconductors and other materials

First written in FY2022. 5 of 7 entries say "Restated". Latest entry: FY2025-H1.

7entries
3years
0from disclosures
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ProgressHeldSoftenedWorseFirst statedFY2022RestatedFY2024-Q1 – FY2025-H12022: 120222023: 320232024: 32024
Same theme, other companies
Global supply constraints for semiconductors and other materialsA 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. FY2025-H1RestatedAnnual report

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

    The disclosure states that there were no new occurrences or significant changes concerning global supply constraints on semiconductors and other materials.
  2. FY2024RestatedAnnual report

    「Companies face a host of major management challenges, including sharp exchange-rate movements, prolonged constraints on material supplies, labour shortages and rising labour costs, and the "2024 problem" in logistics and construction.」

    The prolonged constraints on material supplies are described as continuing in the operating environment and are recognised together with exchange rates, labour shortages, labour costs, and logistics and construction issues.
  3. 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 disclosure states that there were no new occurrences or significant changes concerning global supply constraints on semiconductors and other materials.
  4. 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 disclosure states that there were no new occurrences or significant changes concerning global supply constraints on semiconductors and other materials.
  5. FY2024-Q1RestatedAnnual report

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

    The disclosure states that there were no new risks or significant changes concerning global supply constraints on semiconductors and other materials.
  6. FY2023MaterialisedAnnual report

    「Our group also faced a difficult operating environment as production adjustments by major customers due to semiconductor shortages and other factors led to declines in production and sales in the Parts business and fewer deliveries of painting equipment and other products in the Equipment business.」

    The disclosure states that supply constraints on semiconductors and other materials led to actual revenue declines in the Parts and Equipment businesses through production adjustments by major customers.
  7. FY2022First statedAnnual report

    「Although the Japanese economy showed signs of recovery in capital investment during the consolidated fiscal year, conditions remained difficult due to the COVID-19 pandemic and global supply constraints on semiconductors and other materials.」

    Global supply constraints on semiconductors and other materials were identified independently for the first time as an ongoing risk in the FY2022 operating environment.
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Trinity Industrial's next results are scheduled for 2026-10-28. Read the earnings preview
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