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Nippon Thompson (6480) · FactAdvanced

Increase in order intake driven by strong demand for capital investment

First written in FY2018-Q2. 7 of 31 entries say "Worsened", first in FY2019. Latest entry: 2026-08-07.

31entries
10years
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How it moved
ProgressHeldSoftenedWorseOtherFY2018-Q2 – FY2019-Q3OtherFY2020-Q3 – FY2022OtherFY2024-Q2 – FY2025-H1AdvancedFY2025 – 2026-08-072017: 12018: 320182019: 420192020: 420202021: 420212022: 420222023: 420232024: 220242025: 220252026: 32026
Same theme, other companies
Changes in Order Intake and Order BacklogA theme 159 companies write about · 29 as a headwind · 113 as a tailwind

The whole theme swung hardest in 2020: 16 of 94 companies on the "Worse" side.

58 other companies' latest entry also says "Advanced".

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 159 companies compared. The sentences above are computed from all 159.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-07AdvancedEarnings

    「Orders received for bearings and other machinery components totaled ¥32,277 million, up 112.3% year on year.」

    The recovery in orders continued into the first quarter, with orders received increasing substantially year on year.
  2. FY2026AdvancedAnnual report

    「In the consolidated fiscal year under review, production value for needle roller bearings, linear motion guides and other products, calculated using average selling prices, was ¥52,369 million, up 13.5% year on year. Order intake for bearings and related products and various machine components was ¥72,503 million, up 29.8% year on year.」

    Full-year order intake was ¥72,503 million, up 29.8% year on year. Production value also increased 13.5%, indicating full-year progress in the recovery of orders that had continued from the previous period.
  3. 2026-05-11AdvancedRevision of earnings forecasts

    「Orders received for bearings and other machinery components totaled ¥72,503 million, up 29.8% year on year.」

    Full-year orders received increased year on year, confirming continued recovery from the decline in orders during the previous fiscal year.
  4. FY2026-H1AdvancedAnnual report

    「In the interim consolidated accounting period under review, production value for needle roller bearings, linear motion guides and other products (collectively, “bearings and related products”), calculated using average selling prices, was ¥24,623 million, up 8.5% year on year. Order intake for bearings and related products and various machine components was ¥30,553 million, up 13.7% year on year.」

    Production value increased 8.5% year on year, while order intake was ¥30,553 million, up 13.7% year on year, with the shift from the declining trend in orders through the previous period to an increase continuing.
  5. FY2025AdvancedAnnual report

    「In the consolidated fiscal year under review, production value for needle roller bearings, linear motion guides and other products, calculated using average selling prices, was ¥46,136 million, down 8.2% year on year. Order intake for bearings and related products and various machine components was ¥55,867 million, up 24.4% year on year.」

    Production value decreased, while order intake was ¥55,867 million, up 24.4% year on year, confirming throughout the year a shift from the previous year's decline to year-on-year growth.
  6. FY2025-H1Order intake turned to year-on-year growthAnnual report

    「In the interim consolidated accounting period under review, production value for needle roller bearings, linear motion guides and other products (collectively, “bearings and related products”), calculated using average selling prices, was ¥22,700 million, down 13.4% year on year. Order intake for bearings and related products and various machine components was ¥26,878 million, up 21.7% year on year.」

    Production value decreased 13.4% year on year, while order intake was ¥26,878 million, up 21.7% year on year, marking a shift from the declining trend in orders through the previous period to year-on-year growth.
  7. FY2024-Q3The decrease in order intake narrowed slightlyAnnual report

    「In the cumulative consolidated third quarter under review, production value for needle roller bearings, linear motion guides and other products (collectively, “bearings and related products”), calculated using average selling prices, was ¥38,958 million, down 23.5% year on year. Order intake for bearings and related products and various machine components was ¥32,855 million, down 33.9% year on year.」

    The declining trend in order intake continued, with a 33.9% year-on-year decrease, while the decrease narrowed slightly from the 37.1% decline in the previous quarter.
  8. FY2024-Q2The decrease in order intake narrowed slightlyAnnual report

    「In the cumulative consolidated second quarter under review, production value for needle roller bearings, linear motion guides and other products (collectively, “bearings and related products”), calculated using average selling prices, was ¥26,206 million, down 21.1% year on year. Order intake for bearings and related products and various machine components was ¥22,092 million, down 37.1% year on year.」

    Both production value and order intake decreased year on year. The rate of decrease in order intake narrowed slightly from 39.2% in the previous quarter to 37.1%, but the declining trend continued.
  9. FY2024-Q1WorsenedAnnual report

    「In the cumulative consolidated first quarter under review, production value for needle roller bearings, linear motion guides and other products (collectively, “bearings and related products”), calculated using average selling prices, was ¥13,157 million, down 17.9% year on year. Order intake for bearings and related products and various machine components was ¥10,850 million, down 39.2% year on year.」

    Production value decreased 17.9% year on year and order intake decreased 39.2%, further extending the declining trend in orders from the previous period.
  10. FY2023WorsenedAnnual report

    「In the consolidated fiscal year under review, production value for bearings and related products was ¥65,915 million, up 15.3% year on year. Order intake for bearings and related products and various machine components was ¥61,939 million, down 21.1% year on year.」

    Production value increased, while order intake decreased 21.1% year on year, confirming throughout the year a shift from the substantial increase in orders in FY2022 to a decline.
  11. FY2023-Q3WorsenedAnnual report

    「In the cumulative consolidated third quarter under review, production value for needle roller bearings, linear motion guides and other products (collectively, “bearings and related products”), calculated using average selling prices, was ¥50,941 million, up 22.2% year on year. Order intake for bearings and related products and various machine components was ¥49,705 million, down 12.2% year on year.」

    Production value increased 22.2% year on year, while order intake decreased 12.2% year on year, widening from the 8.9% decline in the second quarter.
  12. FY2023-Q2RestatedAnnual report

    「In the cumulative consolidated second quarter under review, production value for needle roller bearings, linear motion guides and other products (collectively, “bearings and related products”), calculated using average selling prices, was ¥33,214 million, up 25.9% year on year. Order intake for bearings and related products and various machine components was ¥35,104 million, down 8.9% year on year.」

    Production value increased 25.9% year on year, while order intake decreased 8.9%, indicating a second consecutive quarter of year-on-year declines in order intake following the first quarter of FY2023.
  13. FY2023-Q1WorsenedAnnual report

    「In the cumulative consolidated first quarter under review, production value for needle roller bearings, linear motion guides and other products (collectively, “bearings and related products”), calculated using average selling prices, was ¥16,024 million, up 28.5% year on year. Order intake for bearings and related products and various machine components was ¥17,851 million, down 8.6% year on year.」

    Production value increased 28.5% year on year, while order intake was ¥17,851 million, down 8.6% year on year, marking a shift from the increase in orders that had continued through FY2022 to a decline.
  14. FY2022Substantial full-year increase in order intake continuedAnnual report

    「In the consolidated fiscal year under review, production value for needle roller bearings, linear motion guides and other products (collectively, “bearings and related products”), calculated using average selling prices, was ¥57,166 million, up 51.5% year on year. Order intake for bearings and related products and various machine components was ¥78,548 million, up 53.0% year on year.」

    Full-year order intake was ¥78,548 million, up 53.0% year on year, confirming over the full year the substantial increase in orders that had continued from the quarterly results.
  15. FY2022-Q3Continued substantial growth in order intakeAnnual report

    「In the cumulative consolidated third quarter under review, production value for needle roller bearings, linear motion guides and other products (collectively, “bearings and related products”), calculated using average selling prices, was ¥41,674 million, up 53.1% year on year. Order intake for bearings and related products and various machine components was ¥56,582 million, up 74.3% year on year.」

    Order intake was ¥56,582 million, up 74.3% year on year, with the substantial increase continuing. Meanwhile, the growth rate declined from 107.1% in the previous quarter.
  16. FY2022-Q2Continued substantial growth in order intakeAnnual report

    「In the cumulative consolidated second quarter under review, production value for needle roller bearings, linear motion guides and other products (collectively, “bearings and related products”), calculated using average selling prices, was ¥26,379 million, up 44.4% year on year. Order intake for bearings and related products and various machine components was ¥38,539 million, up 107.1% year on year.」

    Production value increased 44.4% year on year, while order intake was ¥38,539 million, up 107.1% year on year, with the substantial increase in orders continuing.
  17. FY2022-Q1Substantial increase in first-quarter order intakeAnnual report

    「In the cumulative consolidated first quarter under review, production value for needle roller bearings, linear motion guides and other products (collectively, “bearings and related products”), calculated using average selling prices, was ¥12,467 million, up 25.0% year on year. Order intake for bearings and related products and various machine components was ¥19,524 million, up 110.3% year on year.」

    Order intake was ¥19,524 million, up 110.3% year on year, marking a substantial increase from the declining trend in the previous period.
  18. FY2021Full-year order intake recovered and increasedAnnual report

    「In the consolidated fiscal year under review, production value for needle roller bearings, linear motion guides and other products (collectively, “bearings and related products”), calculated using average selling prices, was ¥37,722 million, down 15.6% year on year. Order intake for bearings and related products and various machine components was ¥51,348 million, up 25.9% year on year.」

    Production value decreased 15.6%, while order intake was ¥51,348 million, up 25.9% year on year, confirming throughout the year a shift from below the previous year's level to an increase in orders.
  19. FY2021-Q3Order intake turned to year-on-year growthAnnual report

    「In the cumulative consolidated third quarter under review, production value for needle roller bearings, linear motion guides and other products (collectively, “bearings and related products”), calculated using average selling prices, was ¥27,215 million, down 22.7% year on year. Order intake for bearings and related products and various machine components was ¥32,471 million, up 7.8% year on year.」

    Production value decreased 22.7% year on year, while order intake was ¥32,471 million, up 7.8% year on year, marking a shift from the declining trend through the previous period to an increase.
  20. FY2021-Q2The decrease in order intake narrowedAnnual report

    「In the cumulative consolidated second quarter under review, production value for needle roller bearings, linear motion guides and other products (collectively, “bearings and related products”), calculated using average selling prices, was ¥18,270 million, down 26.0% year on year. Order intake for bearings and related products and various machine components was ¥18,608 million, down 9.7% year on year.」

    Production value decreased 26.0% year on year and order intake decreased 9.7%. The rate of decrease in order intake narrowed from the 38.9% decline in the first quarter.
  21. FY2021-Q1The quarterly decrease in order intake narrowedAnnual report

    「In the cumulative consolidated first quarter under review, production value for needle roller bearings, linear motion guides and other products (collectively, “bearings and related products”), calculated using average selling prices, was ¥9,977 million, down 22.7% year on year. Order intake for bearings and related products and various machine components was ¥9,286 million, down 14.8% year on year.」

    Production value decreased 22.7% year on year and order intake decreased 14.8%, with the declining trend continuing. Meanwhile, the rate of decrease in order intake narrowed from the 38.9% decline in the same period of the previous year.
  22. FY2020Full-year production value and order intake decreasedAnnual report

    「In the consolidated fiscal year under review, production value for bearings and related products, calculated using average selling prices, was ¥44,707 million, down 20.1% year on year. Order intake for bearings and related products and various machine components was ¥40,779 million, down 29.1% year on year.」

    Production value decreased 20.1% year on year and order intake decreased 29.1%, with the declining trend continuing throughout the year. The rate of decrease in order intake narrowed from the 34.9% decline in the third quarter.
  23. FY2020-Q3Production value continued to decline, while the decrease in order intake narrowedAnnual report

    「In the cumulative consolidated third quarter under review, production value for needle roller bearings, linear motion guides and other products (collectively, “bearings and related products”), calculated using average selling prices, was ¥35,210 million, down 16.3% year on year. Order intake for bearings and related products and various machine components was ¥30,126 million, down 34.9% year on year.」

    Production value decreased 16.3% year on year and order intake decreased 34.9%, with the declining trend continuing. The rate of decrease in order intake narrowed slightly from the 37.8% decline in the previous quarter.
  24. FY2020-Q2WorsenedAnnual report

    「In the cumulative consolidated second quarter under review, production value for needle roller bearings, linear motion guides and other products (collectively, “bearings and related products”), calculated using average selling prices, was ¥24,706 million, down 11.8% year on year. Order intake for bearings and related products and various machine components was ¥20,602 million, down 37.8% year on year.」

    Production value decreased 11.8% year on year and order intake decreased 37.8%, with the deterioration in order trends from the previous period continuing.
  25. FY2020-Q1WorsenedAnnual report

    「In the cumulative consolidated first quarter under review, production value for needle roller bearings, linear motion guides and other products (collectively, “bearings and related products”), calculated using average selling prices, was ¥12,904 million, down 5.4% year on year. Order intake for bearings and related products and various machine components was ¥10,903 million, down 38.9% year on year.」

    Production value decreased 5.4% year on year and order intake decreased 38.9%, indicating a further deterioration in order trends from the previous period.
  26. FY2019WorsenedAnnual report

    「In the consolidated fiscal year under review, production value for bearings and related products, calculated using average selling prices, was ¥55,928 million, up 26.0% year on year. Order intake for bearings and related products and various machine components was ¥57,490 million, down 21.2% year on year.」

    Production value increased 26.0%, while order intake shifted from the growth trend through the previous year to a 21.2% year-on-year decline, indicating a further deterioration in order trends.
  27. FY2019-Q3Production value increased, while order intake decreasedAnnual report

    「In the cumulative consolidated third quarter under review, production value for needle roller bearings, linear motion guides and other products (collectively, “bearings and related products”), calculated using average selling prices, was ¥42,088 million, up 31.7% year on year. Order intake for bearings and related products and various machine components was ¥46,264 million, down 11.1% year on year.」

    Production value increased 31.7% year on year, while order intake was ¥46,264 million, down 11.1% year on year, marking a shift from the increase through the previous quarter to a decline.
  28. FY2019-Q2Production value increased, while growth in order intake slowedAnnual report

    「In the cumulative consolidated second quarter under review, production value for needle roller bearings, linear motion guides and other products (collectively, “bearings and related products”), calculated using average selling prices, was ¥28,012 million, up 40.0% year on year. Order intake for bearings and related products and various machine components was ¥33,110 million, up 3.0% year on year.」

    Production value increased 40.0% year on year to ¥28,012 million, while order intake increased 3.0% year on year to ¥33,110 million. Order intake continued to increase, but its growth rate slowed from the substantial increase in the previous period.
  29. FY2019-Q1Continued growth in production and order intakeAnnual report

    「In addition, production of needle roller bearings, linear motion guides and other products (hereinafter, “bearings and other products”) during the cumulative first-quarter consolidated period amounted to ¥13,641 million, up 38.0% year on year, based on average selling prices. Order intake for bearings and other products and various machine parts amounted to ¥17,848 million, up 19.3% year on year.」

    Production of bearings and other products amounted to ¥13,641 million and order intake to ¥17,848 million, with both exceeding the same period of the previous year.
  30. FY2018-Q3Continued substantial growth in order intakeAnnual report

    「In addition, production of needle roller bearings, linear motion guides and other products (hereinafter, “bearings and other products”) during the cumulative third-quarter consolidated period amounted to ¥31,962 million, up 21.2% year on year, based on average selling prices. Order intake for bearings and other products and various machine parts amounted to ¥52,022 million, up 59.5% year on year.」

    Production of bearings and other products amounted to ¥31,962 million and order intake to ¥52,022 million, with order intake increasing 59.5% year on year.
  31. FY2018-Q2First statedAnnual report

    「In addition, production of needle roller bearings, linear motion guides and other products (hereinafter, “bearings and other products”) during the cumulative second-quarter consolidated period amounted to ¥20,013 million, up 16.4% year on year, based on average selling prices. Order intake for bearings and other products and various machine parts amounted to ¥32,160 million, up 49.2% year on year.」

    Production of bearings and other products amounted to ¥20,013 million and order intake to ¥32,160 million, with order intake up 49.2% year on year.
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  1. ★This thread
  2. 1Concentration of demand in specific industries and recession risk7×
  3. 2Deterioration in Operating Cash Flow Due to Increased Inventories6×
  4. 3High-value-added products and technology development tailored to customer needs5×
  5. 4Global production structure centered on Vietnam5×
  6. 5Slow-moving inventory and inventory valuation risk associated with high-variety, low-volume production5×
  7. 6Stable and consistent dividends4×

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Increase in order intake driven by strong demand for capital investment | NIPPON THOMPSON CO.,LTD. (6480) | Komori