Komori
Takamisawa Cybernetics Company (6424) · RiskRestated

Impact of OEM customers' performance and changes in policy

First written in FY2016. 23 of 24 entries say "Restated". Latest entry: FY2025.

24entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY20252016: 320162017: 420172018: 220182019: 320192020: 220202021: 320212022: 220222023: 220232024: 220242025: 12025
Same theme, other companies
Dependence on Sales to Sales and OEM PartnersA theme 34 companies write about · 33 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2017: 4 of 15 companies on the "Worse" side.

10 other companies' latest entry also says "Restated".

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 34 companies compared. The sentences above are computed from all 34.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「しかし、顧客への供給は、顧客の業績や経営方針の転換等、当社グループが介入不可能な要因に大きく影響を受けることがあり、業績の悪化や在庫過多につながる可能性があります。」

    OEM顧客の業績・方針転換による業績悪化及び在庫過多のリスクを継続記載している。
  2. 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.」

    OEM顧客の業績・方針転換による影響リスクについて、重要な変更がないとされた。
  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.」

    OEM顧客の業績・方針転換による影響リスクについて、新規発生・重要な変更はないと記載している。
  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.」

    OEM顧客の業績・方針転換による影響リスクについて、新規発生・重要な変更はないと記載している。
  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.」

    OEM顧客の業績・方針転換による影響リスクについて、新規発生・重要な変更はないと記載している。
  6. FY2023-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.」

    OEM顧客の業績・方針転換による影響リスクについて、新規発生・重要な変更はないと記載している。
  7. FY2022-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.」

    OEM顧客の業績・方針転換による影響リスクについて、重要な変更がないとされた。
  8. FY2022-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.」

    OEM顧客の業績・方針転換による影響リスクについて、重要な変更がないとされた。
  9. FY2021RestatedAnnual report

    「しかし、顧客への供給は、顧客の業績や経営方針の転換等、当社グループが介入不可能な要因に大きく影響を受けることがあり、業績の悪化や在庫過多につながる可能性があります。」

    OEM顧客の業績や経営方針の転換によって、業績悪化や在庫過多が生じるリスクを継続記載している。
  10. FY2021-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.」

    OEM顧客の業績・方針転換による影響リスクについて、重要な変更がないとされた。
  11. FY2021-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.」

    OEM顧客の業績・方針転換による影響リスクについて、重要な変更がないとされた。特段の数値化や発生事実の記載はない。
  12. FY2020-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.」

    OEM顧客の業績・方針転換による影響リスクについて、重要な変更がないとされた。
  13. FY2020-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.」

    OEM顧客の業績・方針転換による影響リスクについて、重要な変更がないとされた。
  14. FY2020-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.」

    OEM顧客の業績・方針転換による影響リスクについて、重要な変更がないとされた。
  15. FY2019-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.」

    OEM顧客の業績・方針転換による影響リスクについて、重要な変更がないとされた。
  16. FY2019-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.」

    OEM顧客の業績・方針転換による影響リスクについて、重要な変更がないとされた。
  17. FY2018-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.」

    OEM顧客の業績・方針転換による影響リスクについて、重要な変更がないとされた。
  18. FY2018-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the second quarter. In addition, there were no material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」

    OEM顧客の業績・方針転換による影響リスクについて、重要な変更がないとされた。
  19. FY2018-Q1RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the first quarter. In addition, there were no material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」

    OEM顧客の業績・方針転換による影響リスクについて、重要な変更がないとされた。
  20. FY2017RestatedAnnual report

    「顧客への供給は、顧客の業績や経営方針の転換等、当連結グループが介入不可能な要因に大きく影響を受けることがあり、業績の悪化や在庫過多につながる可能性があります。」

    OEM顧客の業績や経営方針の転換によって、業績悪化や在庫過多が生じるリスクを継続記載している。
  21. FY2017-Q3RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the third quarter. In addition, there were no material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」

    OEM顧客の業績・方針転換による影響リスクについて、重要な変更がないとされた。
  22. FY2017-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the second quarter. In addition, there were no material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」

    OEM顧客の業績・方針転換による影響リスクについて、重要な変更がないとされた。
  23. FY2017-Q1RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the first quarter. In addition, there were no material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」

    前年度記載のOEM顧客の業績・方針転換による影響リスクについて、重要な変更がないとされた。
  24. FY2016First statedAnnual report

    「顧客への供給は、顧客の業績や経営方針の転換等、当連結グループが介入不可能な要因に大きく影響を受けることがあり、業績の悪化や在庫過多につながる可能性があります。」

    装置メーカー等へのユニット供給に関し、顧客側の業績や経営方針転換が業績・在庫に影響する可能性。
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