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Eagle Industry (6486) · RiskMitigated

Decline in demand for repair parts due to new marine regulations

First written in FY2017-Q1. 15 of 30 entries say "Mitigated", first in FY2018-Q1. Latest entry: FY2026.

30entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2024 – FY20262016: 220162017: 420172018: 220182019: 320192020: 420202021: 220212022: 420222023: 320232024: 320242025: 120252026: 22026
Same theme, other companies
Decline in demand for marine repair parts due to new maritime regulationsA 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. FY2026MitigatedAnnual report

    「This business maintained strong demand for both newbuild vessels and repairs, and segment net sales rose 7.9% year on year to ¥19.479 billion.」

    Repair demand remained strong, and the marine business reported higher revenue, weakening the impact of declining demand for repair parts.
  2. 2026-05-13MitigatedRevision of earnings forecasts

    「This business maintained strong demand for both newbuild vessels and repairs, and segment net sales rose 7.9% year on year to ¥19.479 billion.」

    Repair demand remained strong, reducing the impact of declining demand for repair parts.
  3. FY2026-H1MitigatedAnnual report

    「Demand for both newbuild vessels and repairs remained strong, and segment revenue was ¥9,483 million, up 11.0% year on year.」

    Repair demand remained strong, and the marine business reported higher revenue, weakening the impact of declining demand for repair parts.
  4. FY2025-H1MitigatedAnnual report

    「As strong repair demand continued, segment revenue was ¥8,545 million, up 16.9% year on year, and operating profit was ¥2,620 million, up 68.1%.」

    Strong repair demand continued, and the marine business reported higher revenue and earnings, further weakening the impact of the risk of declining demand for repair parts.
  5. FY2024MitigatedAnnual report

    「Driven mainly by increased repair demand, revenue substantially exceeded the initial plan.」

    Against the risk of declining demand for repair parts, increased repair demand was reported as performance exceeding the initial plan.
  6. FY2024-Q3WorsenedAnnual report

    「Although repair demand in Europe declined, increased demand for newbuild vessels in Japan, China and South Korea resulted in segment revenue of ¥11,052 million, up 11.2% year on year, and operating profit of ¥2,248 million, up 2.2%.」

    The previous report of continued repair demand for Europe changed this quarter to a decline in repair demand, indicating that the risk associated with repair parts has re-emerged.
  7. FY2024-Q2RestatedAnnual report

    「As demand for newbuild vessels in China increased and repair demand in Europe continued, segment revenue was ¥7,311 million, up 12.2% year on year, and operating profit was ¥1,558 million, up 3.8%.」

    Continued repair demand for Europe was reported, with no substantive deterioration in the risk of declining demand for repair parts.
  8. FY2024-Q1RestatedAnnual report

    「As demand for newbuild vessels in China increased and repair demand in Europe continued, segment revenue was ¥3,598 million, up 9.9% year on year, and operating profit was ¥839 million, down 3.0%.」

    Continued repair demand for Europe was reported, with no substantive deterioration indicated in the risk of declining demand for repair parts.
  9. FY2023-Q3MitigatedAnnual report

    「As the newbuild vessel markets for China and South Korea remained strong and demand for repair parts increased in Europe, segment revenue was ¥9,940 million, up 18.6% year on year, and operating profit was ¥2,201 million, up 34.8%.」

    The increase in demand for repair parts in Europe continued, weakening the impact of declining demand for repair parts.
  10. FY2023-Q2MitigatedAnnual report

    「As the newbuild vessel markets for China and South Korea remained strong and demand for repair parts increased in Japan and Europe,」

    In addition to continued repair demand through the previous quarter, increased demand in Japan and Europe was reported, weakening the risk of declining demand for repair parts.
  11. FY2023-Q1MitigatedAnnual report

    「As repair demand for Europe and Southeast Asia continued, segment revenue was ¥3,275 million, up 20.6% year on year, and operating profit was ¥864 million, up 64.9%.」

    Against the decline in regular repair demand expected in the previous year, continued repair demand for Europe and Southeast Asia, together with higher revenue and earnings, was reported, weakening the risk of declining demand for repair parts.
  12. FY2022WorsenedAnnual report

    「In fiscal 2022, a decline in newbuild vessel projects from the previous year and a downturn in regular repair demand are expected.」

    Although demand for repair parts increased in Europe and Southeast Asia in the current year, a decline in regular repair demand is expected for the following year, strengthening the risk associated with demand for repair parts.
  13. FY2022-Q3MitigatedAnnual report

    「As the newbuild vessel markets in China and South Korea recovered and demand for repair parts increased in Europe and Southeast Asia,」

    For previously declining demand for repair parts, an increase was reported in Europe and Southeast Asia, weakening the risk of further decline.
  14. FY2022-Q2WorsenedAnnual report

    「Although sales of repair parts declined, improved margins on sales for newbuild vessels and other factors resulted in segment revenue of ¥5,298 million, down 0.1% year on year. Operating profit was ¥964 million, up 14.2%.」

    Although a recovery in demand for repair parts had been indicated through the previous quarter, this quarter reported a decline in repair parts sales, confirming again the risk of declining demand for repair parts.
  15. FY2021-Q3WorsenedAnnual report

    「Sales of repair parts declined in the United States and other regions,」

    A decline in repair parts continued to be reported from the previous quarter, with sales declines indicated in the United States and other regions this time. Profit increased due to improved margins on sales for newbuild vessels, but the decline in demand for repair parts continued.
  16. FY2021-Q2WorsenedAnnual report

    「Although sales of repair parts declined, improved margins on sales for newbuild vessels and other factors resulted in」

    While an increase in demand for repair parts was reported in the previous quarter, repair parts declined this quarter, indicating that the risk of declining demand for repair parts has re-emerged.
  17. FY2021-Q1MitigatedAnnual report

    「In addition to the smooth shipment of previously booked newbuild vessels, demand for repair parts also increased,」

    Demand for previously sluggish repair parts increased and contributed to higher revenue and earnings in the marine business, weakening the risk of declining demand for repair parts.
  18. FY2020MitigatedAnnual report

    「In addition to the recovery in demand for repair parts, demand for newbuild vessels also entered a gradual recovery trend,」

    The recovery in previously sluggish demand for repair parts continued, and demand for newbuild vessels also entered a recovery trend, weakening the risk of declining demand for repair parts.
  19. FY2020-Q3MitigatedAnnual report

    「In addition to the recovery in demand for repair parts, demand for new ships also entered a gradual recovery trend. As a result, segment revenue was ¥8,122 million, up 15.5% year on year, and operating profit was ¥985 million, up 81.6%.」

    As the recovery in demand for repair parts continued and demand for newbuild vessels also entered a recovery trend, the risk of declining demand in the marine business weakened further.
  20. FY2020-Q2MitigatedAnnual report

    「Demand for new ships bottomed out and repair parts returned to a gradual recovery trend. As a result, segment revenue was ¥5,304 million, up 13.3% year on year, and operating profit was ¥555 million, up 40.3%.」

    Previously sluggish demand for repair parts has returned to a gradual recovery trend, and revenue and operating profit have also increased year on year.
  21. FY2020-Q1RestatedAnnual report

    「Although demand for newbuild vessels remains sluggish, repair parts are on a gradual recovery trend,」

    A gradual recovery trend continues to be reported for previously declining demand for repair parts.
  22. FY2019MitigatedAnnual report

    「Although repair parts are on a recovery trend,」

    For previously sluggish demand for repair parts, a recovery trend was reported for the full year, weakening the risk of declining demand.
  23. FY2019-Q1WorsenedAnnual report

    「Repair demand remained sluggish in Europe,」

    Although a recovery in repair demand, including in Europe, was reported in the previous quarter, demand was described as sluggish in Europe this quarter, indicating a deterioration in the decline in repair demand.
  24. FY2018-Q3RestatedAnnual report

    「Repair demand showed signs of recovery in Europe and Southeast Asia, although the trend was uneven.」

    A recovery in repair demand continues to be reported, but it is described as uneven across regions, with no substantive change in risk recognition from the previous quarter.
  25. FY2018-Q2RestatedAnnual report

    「The business saw signs that demand for newbuild vessels had bottomed, while repair demand also showed signs of recovery,」

    A recovery in repair demand continues to be reported, with no substantive change from the previous quarter in the risk of declining demand for repair parts.
  26. FY2018-Q1MitigatedAnnual report

    「Demand for new ships remained sluggish, but demand for repairs showed signs of recovery. As a result, segment revenue was ¥3,001 million, up 12.6% year on year, and operating profit was ¥377 million, up 205.7%.」

    A recovery in previously declining repair demand was reported, weakening the risk of a decline in demand for repair parts.
  27. FY2017RestatedAnnual report

    「The shipbuilding downturn reduced demand for newbuild vessels, while demand for repair parts also fell sharply.」

    The sharp decline in demand for repair parts continues to be cited as a factor behind the deterioration in the marine business's full-year performance.
  28. FY2017-Q3RestatedAnnual report

    「As economic conditions deteriorated, demand for newbuild vessels declined, and demand for repair parts also fell sharply.」

    The sharp decline in demand for repair parts continues to be cited as a factor behind the deterioration in the marine business's performance.
  29. FY2017-Q2RestatedAnnual report

    「As economic conditions deteriorated, demand for newbuild vessels declined, and demand for repair parts also fell sharply.」

    The sharp decline in demand for repair parts continues to be cited as a factor behind the deterioration in the marine business's performance.
  30. FY2017-Q1MaterialisedAnnual report

    「Demand for repair parts declined sharply due to the new marine regulations.」

    The decline in demand for repair parts due to the new marine regulations is explicitly identified as a factor behind the deterioration in the marine business's performance.
Moved together

"Slump in the marine business due to declining demand for newbuild vessels" moved the same way as this thread, in the same document, in 14 of its 30 moves.

141211988★123456
  1. ★This thread
  2. 1Slump in the marine business due to declining demand for newbuild vessels14×
  3. 2Impact of a Downturn in Shipbuilding Demand on the Marine Seals Business12×
  4. 3Decline in sales of aerospace-related products11×
  5. 4Semiconductor Industry Investment Cutbacks9×
  6. 5Decline in demand for general industrial machinery in Japan and Asia-Pacific8×
  7. 6Interest-Bearing Debt and Interest Rate Fluctuations8×

★ 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.

When this could move next
No upcoming earnings preview for Eagle Industry yet. It last moved in the Revision of earnings forecasts of 2026-05-13: "Mitigated".
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Decline in demand for repair parts due to new marine regulations | EAGLE INDUSTRY CO.,LTD. (6486) | Komori