Profit decline due to lower orders and sales in transportation businesses for the Chinese market
First written in FY2019-Q2. 5 of 26 entries say "Advanced", first in FY2023. Latest entry: FY2026.
The whole theme swung hardest in 2022: 1 of 7 companies on the "Worse" side.
1 other company's latest entry also says "Restated".
- FY2026RestatedAnnual report
「海外では、中国の高速鉄道向け部品の引き合いが継続しているほか、各国における旺盛な鉄道インフラ投資を背景に、新造車用製品の引き合いが増加しております。」
中国向け受注・売上は減少した一方、高速鉄道向け部品の引き合いは継続し、中国以外の海外市場を含む鉄道インフラ需要を引き続き示している。 - FY2026-H1中国向け受注減も高速鉄道部品の引き合い継続Annual report
「海外では、中国の高速鉄道向け部品の引き合いが継続しているほか、各国における旺盛な鉄道インフラ投資を背景に、新造車用製品の引き合いが増加しております。 受注高は、中国向けが減少したものの、民鉄向けが増加したことにより、前年同期比22.2％増の167億47百万円となりました。」
中国向け受注は減少した一方、高速鉄道向け部品の引き合いは継続している。交通事業全体では民鉄向け増加により受注高が22.2％増加した。 - FY2025AdvancedAnnual report
「海外では、中国の高速鉄道向け部品の受注が堅調に推移しております。」
中国高速鉄道向け部品の受注が堅調に推移し、インドネシア向け大口案件の生産・出荷も進捗した。海外交通事業の売上高は前期比34.2％増となった。 - FY2025-H1AdvancedAnnual report
「売上高は、前期に受注したインドネシア向け大口案件の進捗のほか、民鉄向けが大きく増加し、中国向けも増加したことから、前年同期比40.2％の大幅増収により133億73百万円となりました。」
中国向け売上が増加し、インドネシア向け大口案件の進捗も売上に寄与した。海外交通事業の売上進展が記載されている。 - FY2024AdvancedAnnual report
「受注高は、海外（中国以外）向けにおける大口案件受注と、民鉄向け、中国向けが増加したことから、前期比46.5％増の307億12百万円となりました。」
交通事業では海外（中国以外）の大口案件、民鉄・中国向けの増加により受注高が46.5％増加した。売上高も4.4％増、セグメント利益も5.7％増となった。 - FY2024-Q3海外大口受注で増収も設計費先行で減益Annual report
「受注高は、JR向けが前期の大口案件の反動で減少したものの、海外（中国以外）向けにおける大口案件受注と、民鉄向け、中国向けが増加したことから、前年同期比46.4％増の239億28百万円となりました。 売上高は、JR向けが減少したものの、民鉄向け、海外（中国以外）向けが増加したことから、前年同期比7.7％増の142億82百万円となりました。 セグメント利益は、新規案件における設計費の先行計上等により、前年同期比13.8％減の14億92百万円となりました。」
交通事業では海外（中国以外）向けの大口案件などにより受注高・売上高が増加した一方、新規案件の設計費先行計上等によりセグメント利益は前年同期比13.8％減となった。 - FY2024-Q2海外大口案件で受注増も費用増で交通事業利益は減少Annual report
「受注高は、JR向けが減少したものの、海外（中国以外）向けにおける大口案件受注と、民鉄向け、中国向けが増加したことから、前年同期比65.5%増の176億６百万円となりました。 売上高は、JR向け、中国向けが減少したものの、民鉄向け、海外（中国以外）向けが増加したことから、前年同期比4.9%増の95億41百万円となりました。 セグメント利益は、営業活動経費、試験研究費等の増加により、前年同期比6.2%減の11億21百万円となりました。」
交通事業は海外（中国以外）向けの大口案件などにより受注高・売上高が増加した一方、営業活動経費や試験研究費の増加によりセグメント利益は前年同期比6.2％減少した。 - FY2024-Q1AdvancedAnnual report
「また、中国においても、都市交通向け保守部品の受注が増加しております。」
中国の交通事業について、都市交通向け保守部品の受注増加が記載されている。交通事業全体でも中国向けを含む受注高が増加している。 - FY2023AdvancedAnnual report
「また、中国においても、保守部品や新規案件の受注が増加しております。」
中国の交通事業について、保守部品・新規案件の受注増加を背景に、中国向け売上高が前期から増加した。 - FY2023-Q2中国向け受注・売上増も民鉄減収、利益改善Annual report
「受注高は、JR向け、民鉄向け、及び中国向けが増加したことから、前年同期比19.5％増の106億40百万円となりました。売上高は、主にJR向け、中国向けが増加したものの、民鉄向けが減少したことから、前年同期比10％減の90億97百万円となりました。セグメント利益は、採算性の向上に取り組んだことから、前年同期比15.6％増の11億96百万円となりました。」
交通事業では中国向けを含む受注高が増加した一方、民鉄向けの減少により売上高は減少した。採算性向上の取組みによりセグメント利益は前年同期比15.6％増加している。 - FY2023-Q1Orders Increased, but Revenue and Profit DeclinedAnnual report
「Orders received were ¥5.334 billion, up 35.9% year on year, mainly due to increases in orders from domestic private railway operators, China and overseas markets excluding China. Revenue was ¥4.017 billion, down 15.5% year on year. Although revenue from China and overseas markets excluding China increased, revenue from domestic private railway operators declined. Segment profit was ¥353 million, down 12.4% year on year, due mainly to the decline in revenue despite efforts to improve profitability.」
交通事業は中国向け・中国以外の海外向けを含む受注高が増加した一方、民鉄向けの減少により売上高とセグメント利益は減少した。 - FY2022Full-Year Revenue from China and Overseas Markets Declined; Profit Was FlatAnnual report
「Revenue was ¥19.456 billion, down 9.6% year on year. Although revenue from JR was roughly unchanged from the previous fiscal year, revenue from domestic private railway operators, China and overseas markets excluding China declined. Segment profit was ¥2.190 billion, roughly unchanged from the previous fiscal year, despite efforts to improve profitability, due mainly to the decline in revenue.」
In the Transportation Business, revenue declined across multiple markets, including China, while segment profit was roughly unchanged from the previous fiscal year due to efforts to improve profitability. - FY2022-Q3Profit Increased Due to Improved Profitability Despite Lower RevenueAnnual report
「Revenue was ¥14.164 billion, down 10.5% year on year. Although revenue from JR increased, revenue from domestic private railway operators, China and overseas markets excluding China declined. Segment profit was ¥1.486 billion, up 2.5% year on year, as improved profitability offset the decline in revenue.」
In the Transportation Business, revenue from domestic private railway operators, China and overseas markets excluding China declined, while segment profit increased 2.5% year on year due to improved profitability. - FY2022-Q2Profit Declined Due to Lower Revenue from China and a Change in the Order MixAnnual report
「Revenue was ¥10.110 billion, down 8.7% year on year. Although revenue from JR increased, revenue from domestic private railway operators, China and overseas markets excluding China declined. Segment profit was ¥1.034 billion, down 2.8% year on year, due mainly to the decline in revenue.」
In the Transportation Business, revenue declined across multiple markets, including China, and segment profit fell 2.8% year on year. Meanwhile, orders received increased 2.8% due to growth in orders from domestic private railway operators and overseas markets excluding China. - FY2022-Q1Orders and Revenue from China Declined; Profit FellAnnual report
「Orders received were ¥3.924 billion, down 12.7% year on year. Although orders from domestic private railway operators increased, orders from JR and China declined. Revenue was ¥4.752 billion, down 7.6% year on year. Although revenue from JR and domestic private railway operators increased, revenue from China and other overseas markets declined. Segment profit was ¥403 million, down 31.3% year on year, due mainly to the decline in revenue.」
In the Transportation Business, orders received and revenue, including those from China, declined, and segment profit also fell 31.3% year on year. - FY2021Full-Year Revenue and Profit Declined; Cost Controls ContinuedAnnual report
「Revenue was ¥24.269 billion, down 10.9% year on year, due to declines in revenue from JR and domestic private railway operators. Segment profit was ¥2.474 billion, roughly unchanged from the previous year, as the company strengthened cost controls and worked to contain expenses.」
Revenue in the Transportation Business declined due to lower sales to JR and domestic private railway operators, while profit was roughly unchanged from the previous year due to stronger cost controls and expense containment. - FY2021-Q3The Decline in Orders Widened, but Profit Was Roughly Unchanged Due to Stronger Process ControlsAnnual report
「Orders received were ¥14.619 billion, down 28.8% year on year. Although orders from JR increased, orders from domestic private railway operators, China and overseas markets excluding China declined. Revenue was ¥15.830 billion, down 10.1% year on year. Revenue from JR and domestic private railway operators was roughly unchanged from the previous year, while revenue from China and overseas markets excluding China declined. Segment profit was ¥1.449 billion, roughly unchanged from the previous year, as stronger cost and process controls offset declines in revenue and subsidiary profit.」
In the Transportation Business, orders received and revenue declined, with the decline in orders widening from the previous period, while segment profit was roughly unchanged from the previous year due to stronger cost and process controls. - FY2021-Q2The Decline in Orders Widened, but Profit Was Roughly Unchanged Due to Stronger Process ControlsAnnual report
「Orders received were ¥8.661 billion, down 32.6% year on year. Although orders from JR increased, orders from domestic private railway operators, China and overseas markets excluding China declined. Revenue was ¥11.078 billion, down 8.7% year on year. Although revenue from overseas markets excluding China increased, revenue from JR, China and consolidated subsidiaries declined. Segment profit was ¥1.065 billion, roughly unchanged from the previous year, as improved factory profitability resulting from efforts including stronger process controls offset the decline in revenue.」
In the Transportation Business, orders from domestic private railway operators, China and overseas markets excluding China declined, as did revenue. Segment profit was roughly unchanged from the previous year due to improved factory profitability from stronger process controls. - FY2021-Q1Orders from China Declined but Revenue Increased; Profit ImprovedAnnual report
「Orders received were ¥4.497 billion, down 15.0% year on year, as increases in orders from JR were outweighed by declines in orders from domestic private railway operators, China and other overseas markets. Revenue was ¥5.142 billion, down 7.6% year on year. Although revenue from China and other overseas markets increased, revenue from JR and consolidated subsidiaries declined. Segment profit was ¥586 million, up 65.5% year on year, as the company strengthened cost and process controls and worked to reduce expenses.」
In the Transportation Business, orders from China declined, but revenue from China increased. Revenue declined due to lower sales to JR and other customers, while segment profit increased due to stronger cost and process controls and expense reductions. - FY2020Full-Year Revenue Declined, but Profit Was Flat in the Transportation BusinessAnnual report
「Revenue was ¥24.269 billion, down 10.9% year on year, due to declines in revenue from JR and domestic private railway operators. Segment profit was ¥2.474 billion, roughly unchanged from the previous year, as the company strengthened cost controls and worked to contain expenses.」
Revenue in the Transportation Business declined due to lower sales to JR and domestic private railway operators, while segment profit was roughly unchanged from the previous year due to stronger cost controls and expense containment. - FY2020-Q3Orders Increased as Orders from China and Overseas Profit Recovered; Revenue Declined Due to Lower JR SalesAnnual report
「Orders received were ¥20.533 billion, up 20.8% year on year, due to significant increases in orders from JR and China. Revenue was ¥17.610 billion, down 11.1% year on year, mainly due to a decline in revenue from JR. Segment profit was ¥1.459 billion, roughly unchanged from the previous year, as increases in revenue from China and other overseas markets offset a decline in revenue from domestic private railway operators.」
Orders received in the Transportation Business increased due to higher orders from China and JR, while revenue declined due to lower sales to JR. Segment profit was roughly unchanged from the previous year as revenue from China and other overseas markets increased. - FY2020-Q2Orders from China Turned Higher, but Revenue Declined Due to Lower JR Sales and Profit from Domestic Private Railway Operators FellAnnual report
「Orders received were ¥12.859 billion, up 14.9% year on year, due to increases in orders from JR and China. Revenue was ¥12.139 billion, down 7.5% year on year, mainly due to a decline in revenue from JR. Segment profit was ¥1.017 billion, down 3.9% year on year, mainly due to a decline in orders from domestic private railway operators.」
Orders from China turned higher, increasing total orders received in the Transportation Business. However, revenue declined due to lower sales to JR, and segment profit also declined due to lower orders from domestic private railway operators. - FY2020-Q1Orders from China Declined but Revenue Increased; Profit Improved as Overseas Development Projects Reached a MilestoneAnnual report
「Orders received were ¥5.292 billion, down 4.9% year on year, due to a decline in orders from China. Revenue was ¥5.566 billion, up 2.0% year on year, mainly due to an increase in revenue from China. Segment profit was ¥354 million, up 659.6% year on year, due to increases in orders from domestic private railway operators and China, as well as the completion of overseas projects with a substantial development component that had been ordered in or before the previous year.」
Although orders from China declined, revenue from China increased. Profit in the Transportation Business improved as overseas projects with a substantial development component reached a milestone and orders from domestic private railway operators and other sources increased. - FY2019RestatedAnnual report
「Although orders for China decreased due to the production transition period associated with a change in high-speed rail models, orders from domestic private railway operators and overseas markets excluding China increased, resulting in a 0.8% year-on-year increase in order intake to ¥26,080 million.」
The production lull caused by the high-speed rail model changeover continued to be cited as the factor behind the decline in orders from China for the full fiscal year. Meanwhile, orders received in the Transportation Business increased 0.8% due to growth in orders from domestic private railway operators and overseas markets excluding China. - FY2019-Q3The Decline in Orders from China Was Attributable to a Production Lull During the Model Changeover; Profit ImprovedAnnual report
「Orders received were ¥16.997 billion, down 14.7% year on year, as orders from China declined mainly due to the impact of a production lull during the high-speed rail model changeover. Revenue was ¥19.804 billion, up 7.6% year on year. Although revenue from China declined for the same reason as orders received, domestic revenue and revenue from overseas markets excluding China increased. Segment profit was ¥1.457 billion, up 6.2% year on year, due to an increase in domestic revenue.」
The decline in orders from China was specifically attributed to a production lull caused by the high-speed rail model changeover. Meanwhile, revenue and segment profit increased due to growth in domestic revenue and revenue from overseas markets excluding China. - FY2019-Q2First statedAnnual report
「Orders received were ¥11.192 billion, down 11.3% year on year, as an increase in domestic orders was outweighed by a decline in orders from China. Revenue was ¥13.124 billion, up 3.7% year on year, as an increase in domestic revenue outweighed a decline in revenue from China. Segment profit was ¥1.058 billion, down 7.2% year on year, due to the decline in revenue from China.」
In the Transportation Business, declining orders and revenue from China reduced orders received and segment profit, while domestic revenue increased.