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Samco (6387) · RiskWorsened

Dependence on Sales to Specific Regions and Customers

First written in FY2016. 19 of 28 entries say "Restated". Latest entry: FY2026.

28entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021-Q1 – FY2022-Q2MitigatedFY20242016: 22017: 120172018: 420182019: 320192020: 420202021: 320212022: 320222023: 420232024: 220242025: 020252026: 22026
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 315 companies write about · 329 as a headwind · 3 as a tailwind

The whole theme swung hardest in 2026: 39 of 122 companies on the "Worse" side.

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 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 333 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Skyworks Filter Solutions Japan Co., Ltd. 1,083,248 10.0」

    During the fiscal year, sales to Skyworks Filter Solutions Japan Co., Ltd. were ¥1,083 million, accounting for 10.0% of total net sales. A specific customer accounting for 10% or more of sales, which had not been present in the previous fiscal year, was disclosed again.
  2. FY2026-H1RestatedAnnual report

    「During the interim accounting period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    The company stated that there had been no material change in the risk of dependence on sales to specific regions and specific customers.
  3. FY2024MitigatedAnnual report

    「Disclosure has been omitted because there were no customers whose sales accounted for 10% or more of sales to external customers reported in the income statement.」

    Although there were customers accounting for more than 10% in the previous fiscal year, no customer accounted for 10% or more in the current fiscal year, reducing disclosed concentration among specific customers.
  4. FY2024-Q2RestatedAnnual report

    「During the cumulative second-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    The company stated that there had been no material change in the risk of dependence on sales to specific regions and specific customers.
  5. FY2024-Q1RestatedAnnual report

    「During the cumulative first-quarter period, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company stated that there had been no material change in the risk of dependence on sales to specific regions and specific customers.
  6. FY2023MitigatedAnnual report

    「Skyworks Filter Solutions Japan Co., Ltd. 1,212,356 18.9 798,511 10.2」

    Sales to major customers declined from 18.9% in the previous fiscal year to 10.2%, reducing concentration of sales among specific customers. However, there continued to be customers accounting for more than 10%.
  7. FY2023-Q3RestatedAnnual report

    「During the cumulative third-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    The company stated that there had been no material change in the risk of dependence on sales to specific regions and specific customers.
  8. FY2023-Q2RestatedAnnual report

    「During the cumulative second-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    The company stated that there had been no material change in the risk of dependence on sales to specific regions and specific customers.
  9. FY2023-Q1RestatedAnnual report

    「During the cumulative first-quarter period, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company stated that there had been no material change in the risk of dependence on sales to specific regions and specific customers.
  10. FY2022WorsenedAnnual report

    「Skyworks Filter Solutions Japan Co., Ltd. 1,212,356 18.9」

    In the fiscal year, sales to Skyworks Filter Solutions Japan Co., Ltd. amounted to ¥1,212 million, representing 18.9% of total sales, making concentration of sales among specific customers apparent.
  11. FY2022-Q2RestatedAnnual report

    「During the cumulative second-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    The company stated that there had been no material change in the risk of dependence on sales to specific regions and specific customers.
  12. FY2022-Q1RestatedAnnual report

    「During the cumulative first-quarter period, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company stated that there had been no material change in the risk of dependence on sales to specific regions and specific customers.
  13. FY2021-Q3RestatedAnnual report

    「During the cumulative third-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    The company stated that there had been no material change in the risk of dependence on sales to specific regions and specific customers.
  14. FY2021-Q2RestatedAnnual report

    「During the cumulative second-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    The company stated that there had been no material change in the risk of dependence on sales to specific regions and specific customers.
  15. FY2021-Q1RestatedAnnual report

    「During the cumulative first-quarter period, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company stated that there had been no material change in the risk of dependence on sales to specific regions and specific customers.
  16. FY2020MitigatedAnnual report

    「Disclosure has been omitted because there were no customers whose sales accounted for 10% or more of sales to external customers reported in the income statement.」

    Sales to Nichia Corporation, which accounted for 15.7% of sales in the previous fiscal year, did not reach 10% in the current fiscal year, reducing disclosed concentration among specific customers.
  17. FY2020-Q3RestatedAnnual report

    「During the cumulative third-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    The company stated that there had been no material change in the risk of dependence on sales to specific regions and specific customers.
  18. FY2020-Q2RestatedAnnual report

    「During the cumulative second-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    The company stated that there had been no material change in the risk of dependence on sales to specific regions and specific customers.
  19. FY2020-Q1RestatedAnnual report

    「During the cumulative first-quarter period, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company stated that there had been no material change in the risk of dependence on sales to specific regions and specific customers.
  20. FY2019WorsenedAnnual report

    「Nichia Corporation 775,561 15.7」

    In the fiscal year, sales to Nichia Corporation amounted to ¥775 million, representing 15.7% of total sales, so concentration of sales among specific customers increased from the previous fiscal year’s 11.0% of sales to Sony.
  21. FY2019-Q2RestatedAnnual report

    「During the cumulative second-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    The company stated that there had been no material change in the risk of dependence on sales to specific regions and specific customers.
  22. FY2019-Q1RestatedAnnual report

    「During the cumulative first-quarter period, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company stated that there had been no material change in the risk of dependence on sales to specific regions and specific customers.
  23. FY2018WorsenedAnnual report

    「Sony Semiconductor Manufacturing Corporation 602,139 11.0」

    Although the company stated that there had been no customers accounting for 10% or more of sales in the previous fiscal year, sales to Sony Semiconductor Manufacturing Corporation amounted to ¥602 million in the fiscal year, representing 11.0% of total sales.
  24. FY2018-Q3RestatedAnnual report

    「During the cumulative third-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    The company stated that there had been no material change in the risk of dependence on sales to specific regions and specific customers.
  25. FY2018-Q2RestatedAnnual report

    「During the cumulative second-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    The company stated that there had been no material change in the risk of dependence on sales to specific regions and specific customers.
  26. FY2017MitigatedAnnual report

    「As the proportion of sales of products for production applications increases, sales may fluctuate significantly due to concentration of orders from specific overseas regions and specific customers in Japan and overseas. ... Disclosure has been omitted because there were no customers whose sales accounted for 10% or more of sales to external customers reported in the income statement.」

    The risk of dependence on specific regions and specific customers continued to be disclosed, but no customer accounted for 10% or more of sales in the fiscal year, so actual concentration among major customers declined from the previous fiscal year.
  27. FY2017-Q1RestatedAnnual report

    「During the cumulative first-quarter period, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company stated that there had been no material change in the risk of dependence on sales to specific regions and specific customers.
  28. FY2016First statedAnnual report

    「As the proportion of sales of products for production applications increases, sales may fluctuate significantly due to concentration of orders from specific overseas regions and specific customers in Japan and overseas. / Kanazawa Murata Manufacturing Co., Ltd. ¥1,449.666 million 27.1%」

    The company disclosed the risk of concentration of orders from specific regions and customers, and reported that Kanazawa Murata Manufacturing Co., Ltd. accounted for 27.1% of sales to major customers in the fiscal year.
Moved together

"Increase in the Equity Ratio" moved the same way as this thread, in the same document, in 6 of its 28 moves.

655444★123456
  1. ★This thread
  2. 1Increase in the Equity Ratio6×
  3. 2Expanding sales in the electronic components sector in Japan and overseas5×
  4. 3Sluggish domestic sales of CVD equipment5×
  5. 4Performance growth driven by the electronic components segment4×
  6. 5Expansion of Etching Equipment into High-Frequency Filter Applications4×
  7. 6Recovery to profitability from loss-making results and early recovery in performance4×

★ 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.

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Dependence on Sales to Specific Regions and Customers | SAMCO INC. (6387) | Komori