YASKAWA Electric (6506) · RiskRestated
Risk of Second-Half Concentration in the Systems Engineering Segment
First written in FY2016. 1 of 2 entries say "Restated". Latest entry: FY2017.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Earnings volatility caused by deliveries and installations being concentrated in the second halfA theme 48 companies write about · 49 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2020: 10 of 32 companies on the "Worse" side.
20 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 48 companies compared. The sentences above are computed from all 48.Full recordFilings, disclosures and news, newest first
- FY2017RestatedAnnual report
「Shipments to customers and deliveries tend to be concentrated in the second half, resulting in a tendency for revenue and profit to be weighted toward the second half.」
The second-half concentration in the system engineering division and the potential for fluctuations due to economic conditions and public works budgets have continued. - FY2016First statedAnnual report
「The performance of the system engineering division is affected by trends in private-sector capital investment and public works investment. Shipments to customers and deliveries tend to be concentrated in the second half, resulting in a tendency for revenue and profit to be weighted toward the second half.」
The seasonality of shipments, deliveries and profit being concentrated in the second half was disclosed as a factor that could cause fluctuations in business performance.