Weakness in the transportation and logistics-related market
First written in FY2020-Q1. 12 of 20 entries say "Restated". Latest entry: FY2027-H1.
No other company in this theme has enough history to compare yet.
- FY2027-H1MitigatedAnnual report
「In the Transportation and Logistics field, demand increased for high-value-added products in molds for extruding ceramic honeycombs.」
In the transportation-related business, where the previous reports had cited weaker demand in the automotive industry and a lack of orders for large products, increased demand for high-value-added products was reported. - 2026-07-07RestatedEarnings
「The Housing and Transportation and Logistics fields remained sluggish against a backdrop of slowing demand in their respective markets.」
The company continued to describe slowing demand and weak performance in the Transportation and Logistics field. - FY2026-H1RestatedAnnual report
「During the interim period of the current consolidated fiscal year, industry conditions surrounding the Group remained sluggish in the housing and transportation and logistics sectors as demand in each market slowed.」
The transportation-related business continues to be reported as having remained sluggish due to weaker demand in each market. - FY2025-H1RestatedAnnual report
「The housing and transportation and logistics sectors remained sluggish, affected by slower housing demand due to soaring construction material prices and labor shortages, as well as weaker demand for non-EV vehicles in the Chinese automotive market.」
The transportation-related business continues to be viewed as having remained sluggish against the backdrop of weaker demand for non-EV vehicles in the Chinese automotive market. - FY2025-Q1RestatedAnnual report
「The housing and transportation-related businesses remained sluggish, affected by a slowdown in housing demand due to higher construction-material costs and labor shortages, as well as weaker demand for non-EV vehicles in the Chinese automotive market.」
It was stated that the transportation-related business remained sluggish against the backdrop of weaker demand for non-EV vehicles in the Chinese automotive market. - FY2024RestatedAnnual report
「In the transportation-related business, lower revenue was attributable in part to ceramic honeycomb extrusion dies being affected by inventory adjustments in the automotive industry.」
The decline in orders and production in the transportation-related business due to inventory adjustments in the automotive industry continues to be reported. - FY2024-Q3RestatedAnnual report
「Production volumes in the transportation-related business declined as a result of inventory adjustments in the automotive industry.」
The decline in production volumes in the transportation-related business due to inventory adjustments in the automotive industry continues to be reported. - FY2024-Q2RestatedAnnual report
「Production volumes in the transportation-related business declined as a result of inventory adjustments in the automotive industry.」
The decline in production volumes in the transportation-related business due to inventory adjustments in the automotive industry continues to be reported. - FY2024-Q1WorsenedAnnual report
「In the transportation and logistics sector, overall production volume declined due to inventory adjustments in the automotive industry caused by the semiconductor shortage.」
It was stated that production volumes generally declined in the transportation-related business, reflecting inventory adjustments in the automotive industry and, as a contributing factor, the semiconductor shortage. - FY2023-Q3RestatedAnnual report
「In the transportation and logistics sector, orders for ceramic honeycomb extrusion molds and automotive surface-treatment components declined due to restrained investment and inventory adjustments in the automotive industry」
In the transportation and logistics sector, the disclosure cited a decline in orders for molds and surface-treatment components due to restrained investment and inventory adjustments in the automotive industry, continuing to indicate difficult market conditions. - FY2023-Q2WorsenedAnnual report
「During the cumulative period under review, industry trends surrounding the Group remained challenging across all industries except for part of the transportation and logistics sector.」
The previous full-year disclosure described the transportation and logistics sector as performing well compared with the previous period, but this time stated that all industries except part of the transportation and logistics sector remained difficult, weakening the perception of a recovery across the transportation and logistics sector as a whole. - FY2022RestatedAnnual report
「During the fiscal year, industry trends surrounding the Group remained favorable compared with the previous period in the environmental and energy-related, aerospace, transportation and logistics, and machinery and equipment businesses.」
The view that industry conditions in the transportation and logistics sector performed well compared with the previous period continues to be disclosed. - FY2022-Q3RestatedAnnual report
「During the cumulative period, industry trends surrounding the Group remained favorable compared with the previous period in the environmental and energy-related, aerospace, transportation and logistics, and machinery and equipment businesses, while the housing-related business remained broadly in line with the previous period.」
The view that the transportation and logistics sector performed well compared with the previous period continues to be disclosed. - FY2022-Q2MitigatedAnnual report
「During the cumulative period under review, industry trends surrounding the Group were favorable year on year in the environmental and energy-related, aerospace, transportation and logistics, and machinery-related sectors, although」
The overall transportation and logistics industry was described as performing well compared with the previous period. However, declines due to COVID-19 continue for individual products, including ceramic honeycomb extrusion molds for the transportation and logistics sector. - FY2022-Q1RestatedAnnual report
「The aerospace and defense, housing-related, and transportation and logistics sectors remained difficult, affected by the spread of COVID-19, as in the previous period.」
The difficult conditions in the transportation and logistics market continue to be disclosed as an impact of the spread of COVID-19. - FY2021-Q3RestatedAnnual report
「Production of pressed-part processing for the transportation and logistics sector declined.」
The decline in production of pressed-part processing for the transportation and logistics sector due to the spread of COVID-19 and other factors continues to be disclosed. - FY2021-Q2WorsenedAnnual report
「Although conditions remained difficult, including a decline in ceramic honeycomb extrusion molds for the transportation and logistics sector」
For the transportation and logistics market, the impact expanded from the previously cited weakness due to the US-China trade friction and other factors to a decline in ceramic honeycomb extrusion molds due to the spread of COVID-19. - FY2021-Q1WorsenedAnnual report
「For machinery and equipment, in addition to reduced production of pressed-part processing for the transportation and logistics sector due to the spread of COVID-19」
For the transportation and logistics market, the factors behind the impact became more specific, shifting from weakness due to the US-China trade friction and other factors to reduced production of pressed-part processing due to the spread of COVID-19. - FY2020-Q3WorsenedAnnual report
「Mass-produced components for the transportation and logistics sectors remained weak due to the impact of US-China trade friction」
For the transportation and logistics market, previously described as sluggish, the specific impact was identified as weak mass-production components due to the US-China trade friction. - FY2020-Q1First statedAnnual report
「The housing-related, transportation and logistics-related and machinery sales-related businesses remained challenging compared with the previous fiscal year.」
Weak industry trends in the transportation and logistics-related business were initially identified as a standalone external market risk.