Weakness in the Japan business due to declining customer production volumes
First written in FY2017-Q1. 12 of 31 entries say "Mitigated", first in FY2018-Q1. Latest entry: 2026-08-07.
The whole theme swung hardest in 2018: 6 of 10 companies on the "Worse" side.
2 other companies' latest entry also says "Worsened".
- 2026-08-07WorsenedFinancial Results Presentation
「Japan: Revenue declined as the contribution from sales associated with high-unit-price new launches in the previous fiscal year fell away. 【Lower revenue and lower profit】 Operating profit declined because of lower revenue, although no subsidiary acquisition costs were incurred in the current period.」
The Japan business recorded lower revenue and lower profit because the contribution from high-unit-price new launches in the previous fiscal year fell away. - FY2026MitigatedAnnual report
「Revenue increased to ¥32.657 billion, up 12.0% year on year, driven by equipment and parts sales associated with new launches.」
Revenue in the Japan business increased 12.0% as equipment and parts sales rose with new production launches, easing the previous downturn caused by declining customer production volumes. - 2026-05-14MitigatedFinancial Results Presentation
「Japan: Revenue increased with equipment and parts sales associated with new launches.」
The Japan business improved from weakness caused by lower customer production volumes as sales increased through new launches. - FY2025WorsenedAnnual report
「Revenue declined to ¥29,157 million, down 2.6% from the previous period, due to factors including the impact of production cuts among domestic business partners and overseas exports.」
The Japan business was affected by production cuts among both domestic customers and overseas export customers, resulting in a 2.6% year-on-year decline in revenue. - FY2025-H1RestatedAnnual report
「Revenue was ¥14,385 million, down 0.8% year on year and at the previous year's level, as both domestic business partners and overseas exports remained stable.」
Revenue in the Japan business remained at the previous year's level, and there is no statement that weakness caused by a sharp decline in domestic customer production newly expanded. - FY2024MitigatedAnnual report
「Revenue increased to ¥29,927 million, up 11.9% from the previous period, as the resolution of semiconductor shortages and supply chain disruptions led to increases in both domestic and export sales from the previous period.」
The Japan business reported higher revenue as supply constraints eased, further reducing the risk of weakness caused by lower customer production volumes in terms of actual results. - FY2024-Q2MitigatedAnnual report
「Revenue increased to ¥14,498 million, up 15.0% year on year, as the impact of production cuts associated with semiconductor shortages and supply chain disruptions eased. On the earnings side, in addition to higher revenue, continued stable operations and fixed-cost controls resulted in a significant increase in operating profit to ¥879 million, up 286.2% year on year.」
The Japan business saw the impact of production cuts caused by supply shortages and supply chain disruptions ease, with revenue up 15.0% and operating profit of ¥879 million. - FY2024-Q1MitigatedAnnual report
「Revenue increased to ¥6,916 million, up 17.3% year on year, as the impact of production cuts caused by semiconductor shortages and supply chain disruptions eased. On the earnings side, in addition to higher revenue, continued stable operations and fixed-cost controls resulted in operating profit of ¥174 million, compared with an operating loss of ¥42 million in the previous year.」
The Japan business shifted from an operating loss in the previous year to an operating profit as the impact of production cuts caused by supply shortages and supply chain disruptions eased. - FY2023-Q3RestatedAnnual report
「Revenue increased to ¥19,657 million, up 6.5% year on year, due to the gradual resolution of supply problems involving semiconductors and the foreign-exchange impact on overseas sales. However, operating profit declined to ¥713 million, down 40.0% year on year, as the pass-through of higher material costs was delayed and fixed costs increased from the previous year as activities resumed in line with the normalization of economic activity.」
Japan reported higher revenue as supply problems were gradually resolved, but operating profit declined due to delays in passing through higher costs and increased fixed costs. There is no statement that weakness caused by lower customer production volumes newly expanded. - FY2023-Q2RestatedAnnual report
「Revenue increased to ¥12,602 million, up 5.7% year on year. Although production volumes were at the same level as in the previous year, revenue increased due to the foreign-exchange impact on overseas sales.」
Japan production volumes were at the same level as in the previous year, and there is no statement that weakness caused by lower customer production volumes newly expanded. The increase in revenue was explained as being mainly due to foreign-exchange effects. - FY2023-Q1WorsenedAnnual report
「Revenue declined to ¥5,898 million, down 6.3% year on year, as the impact of production cuts caused by semiconductor shortages and supply chain disruptions continued. On the earnings side, in addition to lower value added resulting from the decline in revenue, fixed costs increased as activities resumed in preparation for the future normalization of operations after COVID-19, resulting in an operating loss of ¥42 million, compared with operating profit of ¥687 million in the previous year.」
In the Japan business, customer production cuts due to semiconductor shortages and supply chain disruptions continued, revenue declined 6.3%, and operating profit shifted from a profit to an operating loss. - FY2022WorsenedAnnual report
「In Japan, revenue declined to ¥24,897 million, down 8.9% from the previous period, as the impact of production cuts caused by supply problems involving semiconductors and resin materials continued.」
In the Japan business, customer production cuts and lower revenue caused by supply problems involving semiconductors and resin materials continued throughout the full year. - FY2022-Q3WorsenedAnnual report
「Revenue declined to ¥18,453 million, down 6.9% year on year, due to the impact of production cuts caused by supply problems involving semiconductors and resin materials. On the earnings side, continued fixed-cost controls from the previous period offset the impact of lower revenue, resulting in operating profit of ¥1,189 million, compared with an operating loss of ¥132 million in the previous year.」
In the Japan business, customer production cuts caused by supply problems involving semiconductors and resin materials continued, and revenue declined 6.9%. Operating profit recovered through fixed-cost controls, but the impact of lower demand and production volumes again became clear. - FY2022-Q1MitigatedAnnual report
「Although lower customer production due to semiconductor shortages had an impact, revenue increased to ¥6,292 million, up 45.4% year on year, as the business recovered from the impact of COVID-19 in the previous year. In addition to higher revenue, the continued effect of fixed-cost controls from the previous period resulted in operating profit of ¥687 million, compared with an operating loss of ¥1,271 million in the previous year.」
Although lower customer production due to semiconductor shortages remained an issue, the Japan business reported a 45.4% year-on-year increase in revenue and shifted from an operating loss to an operating profit. - FY2021WorsenedAnnual report
「Revenue declined to ¥27,332 million, down 21.9% year on year, due to the impact of customer plant shutdowns associated with the spread of COVID-19.」
The Japan business reported a full-year decline in revenue due to customer plant shutdowns. However, through fixed-cost reductions and changes in staff allocation, it shifted from an operating loss for the cumulative third quarter to an operating profit for the full year. - FY2021-Q2WorsenedAnnual report
「Revenue declined to ¥11,352 million, down 37.0% year on year, due to the impact of customer plant shutdowns associated with the spread of COVID-19. Although we worked to reduce fixed costs, mainly personnel expenses, the impact of lower revenue resulted in an operating loss of ¥1,265 million, compared with operating profit of ¥1,443 million in the previous year.」
In the Japan business, revenue declined 37.0% due to customer plant shutdowns, and operating profit shifted from a profit of ¥1,443 million to a loss of ¥1,265 million. - FY2021-Q1WorsenedAnnual report
「Revenue declined to ¥4,327 million, down 51.9% year on year, due to the impact of customer plant shutdowns associated with the spread of COVID-19. Although we worked to reduce fixed costs, mainly personnel expenses, operating profit was an operating loss of ¥1,271 million due to the impact of lower revenue.」
In the Japan business, revenue declined 51.9% due to customer plant shutdowns, resulting in a shift to an operating loss. The risk of weakness from lower customer production volumes materialized significantly as a result of the infectious disease. - FY2020-Q3RestatedAnnual report
「In Japan, revenue was ¥26,589 million, down 0.3% year on year, and operating profit was ¥2,132 million, up 109.0% year on year. We worked to strengthen profitability by improving production efficiency, reducing quality losses and logistics costs, and cutting fixed costs.」
Revenue in the Japan business was roughly in line with the previous year, and growth in customer demand was limited, while operating profit increased significantly due to profitability improvement measures. - FY2020-Q2MitigatedAnnual report
「In addition to generally solid orders from customers, we worked to strengthen profitability by improving production efficiency, reducing logistics costs and cutting fixed costs.」
In Japan, customer orders were solid, and together with improved production efficiency and reductions in logistics and fixed costs, this led to increases in revenue and operating profit, further easing the weakness caused by lower customer production volumes. - FY2020-Q1MitigatedAnnual report
「Revenue increased to ¥9,005 million, up 5.9% year on year, while operating profit increased to ¥582 million, up 56.4% year on year, due to higher revenue as well as lower transportation and personnel expenses.」
The Japan business reported higher revenue and operating profit, easing the weakness caused by lower customer production volumes in terms of actual results. - FY2019MitigatedAnnual report
「Japan revenue increased to ¥35,515 million, up 0.6% year on year. Operating profit increased to ¥1,299 million, up 439.6% year on year, due to lower retirement benefit expenses associated with the dissolution of the employees' pension fund and the transition to a defined contribution corporate pension plan.」
The Japan business reported higher revenue, and the weakness caused by lower customer production volumes also eased in full-year results. The main reason for the improvement in earnings was lower retirement benefit expenses. - FY2019-Q3MitigatedAnnual report
「Revenue increased to ¥26,669 million, up 2.4% year on year. Operating profit increased to ¥1,020 million, up 476.8% year on year, due to lower retirement benefit expenses associated with the dissolution of the employees' pension fund and the transition to a defined contribution corporate pension plan.」
The Japan business reported higher revenue, and the weakness caused by lower customer production volumes continued to ease in terms of actual results. However, the factor behind the improvement in operating profit was lower retirement benefit expenses, not customer demand. - FY2019-Q2MitigatedAnnual report
「Revenue was ¥17,007 million, up 1.1% year on year and roughly in line with the previous year. Operating profit increased to ¥391 million, up 51.3% year on year, due to lower retirement benefit expenses associated with the dissolution of the employees' pension fund and the transition to a defined contribution corporate pension plan.」
Revenue in the Japan business exceeded the previous year, easing the weakness caused by lower customer production volumes in terms of actual results. The factor behind the improvement in operating profit was lower retirement benefit expenses, not customer demand. - FY2019-Q1SoftenedAnnual report
「Revenue was ¥8,501 million, up 2.0% year on year and roughly in line with the previous year. Operating profit increased to ¥372 million, up 52.1% year on year, due to lower retirement benefit expenses associated with the dissolution of the employees' pension fund and the transition to a defined contribution corporate pension plan.」
Revenue in the Japan business exceeded the previous year, easing the weakness caused by lower customer production volumes in terms of actual results. The main reason for the improvement in earnings was lower retirement benefit expenses, not customer demand. - FY2018-Q3WorsenedAnnual report
「Revenue was ¥26,039 million, down 0.5% year on year and roughly in line with the previous year. Operating profit declined to ¥177 million, down 87.1% year on year, mainly due to higher costs including emergency transportation, quality-related expenses and material prices.」
Japan revenue was roughly flat, but the decline in operating profit widened to 87.1% year on year from 61.1% in the previous quarter. The factors cited were costs including emergency transportation, quality-related expenses and higher material prices, rather than customer production volumes. - FY2018-Q2RestatedAnnual report
「Revenue was ¥16,829 million, up 0.1% year on year and maintaining the previous period's level. Operating profit declined to ¥259 million, down 61.1% year on year, mainly due to higher costs including emergency transportation and quality-related expenses.」
Revenue in the Japan business remained roughly at the previous year's level, with no significant increase in customer demand identified. On the earnings side, higher emergency transportation and quality-related expenses, rather than customer production volumes, were a source of pressure. - FY2018-Q1MitigatedAnnual report
「Due mainly to higher customer production volumes, revenue was ¥8,331 million, up 2.6% year on year. Operating profit was ¥245 million, down 23.5% year on year, mainly due to increases in fixed costs, including personnel and equipment expenses.」
In Japan, customer production volumes turned higher from the previous period's decline, and revenue also increased, easing the risk of weakness caused by lower customer production volumes. However, operating profit declined due to higher fixed costs. - FY2017SoftenedAnnual report
「In Japan, performance remained solid, supported by factors including the effect of new models, and production volumes exceeded the previous year. Revenue in the Japan business was ¥34,954 million, up 0.6% year on year and roughly in line with the previous year. Operating profit was ¥1,348 million, up 53.9% year on year, due mainly to increased sales to other segments.」
Domestic production and the Japan business exceeded the previous year, easing the weakness in domestic demand seen through the previous quarter in terms of actual results. However, significant growth in domestic production cannot be expected due to factors including stricter eco-car tax incentives, and the outlook remains for continued difficult business conditions. - FY2017-Q3RestatedAnnual report
「Revenue in the Japan business was ¥26,157 million, down 0.8% year on year and roughly in line with the previous year. Operating profit was ¥1,370 million, up 9.9% year on year, due mainly to lower depreciation and amortization expenses.」
Revenue in the Japan business was roughly in line with the previous year, while domestic demand remained weak; operating profit increased. - FY2017-Q2RestatedAnnual report
「Due mainly to lower domestic vehicle sales, revenue was ¥16,816 million, down 3.4% year on year.」
In Japan, revenue continued to decline due mainly to lower domestic vehicle sales. - FY2017-Q1MaterialisedAnnual report
「Due mainly to lower customer production volumes, revenue was ¥8,120 million, down 5.7% year on year. Operating profit was ¥320 million, down 45.9% year on year, mainly due to the decline in revenue.」
In the Japan segment, lower customer production volumes led to declines in revenue and operating profit.