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Hpc Systems (6597) · RiskRestatedLatest Revision of earnings forecasts (2026-08-14): "Worsened"

Country and foreign exchange risks associated with concentrated overseas procurement, including Taiwan

First written in FY2019. 5 of 9 entries say "Worsened", first in FY2023-Q1. Latest entry: 2026-08-14.

9entries
8years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019 – FY2021WorsenedFY2023-Q1 – FY2024-Q12019: 12020: 120202021: 120212022: 120222023: 320232024: 020242025: 120252026: 12026
Same theme, other companies

Hpc Systems moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.

The whole theme swung hardest in 2024: 4 of 6 companies on the "Worse" side.

3 other companies' latest entry also says "Worsened".

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.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-14WorsenedRevision of earnings forecasts

    「Higher import costs resulting from the yen’s depreciation」

    Higher import costs related to overseas procurement and foreign exchange continued to be cited.
  2. FY2025RestatedAnnual report

    「Our group purchases most of its products from overseas, with Taiwan being our primary source of supply. Consequently, market, credit and geopolitical risks associated with the region, as well as significant fluctuations in foreign exchange rates, may affect our procurement and have an impact on our group's business and results of operations.」

    Overseas procurement centered on Taiwan, together with regional, geopolitical and foreign exchange risks, has been reaffirmed.
  3. FY2024-Q1WorsenedAnnual report

    「While negative external factors include higher import costs resulting from the depreciation of the yen and reduced availability due to increased demand for high-performance image-processing semiconductors (GPUs), we are working to improve results by responding flexibly and promptly.」

    In connection with overseas procurement and foreign exchange risks, higher import costs due to the depreciation of the yen and reduced availability resulting from increased GPU demand were identified as negative factors.
  4. FY2023WorsenedAnnual report

    「Manufacturing costs are trending upward due to higher resource prices resulting from increased geopolitical risks, including the situation in Ukraine, and higher import costs resulting from the depreciation of the yen.」

    Regarding geopolitical and foreign exchange risks related to overseas procurement, higher resource prices and import costs continue to materialize as increases in manufacturing costs.
  5. FY2023-Q2WorsenedAnnual report

    「Manufacturing costs are trending upward due to higher resource prices resulting from increased geopolitical risks, including the situation in Ukraine, and higher import costs resulting from the rapid depreciation of the yen.」

    Regarding geopolitical and foreign exchange risks related to overseas procurement, increased geopolitical risks and the rapid depreciation of the yen continue to materialize as higher resource prices and import costs.
  6. FY2023-Q1WorsenedAnnual report

    「Manufacturing costs are trending upward due to higher resource prices resulting from increased geopolitical risks, including the situation in Ukraine, and higher import costs resulting from the rapid depreciation of the yen.」

    In connection with the existing overseas procurement, geopolitical and foreign exchange risks, the increased geopolitical risks and rapid depreciation of the yen are described as driving up resource prices and import costs.
  7. FY2021RestatedAnnual report

    「We purchase most of our products from overseas, with Taiwan being our primary source of supply. Consequently, market, credit and geopolitical risks associated with the region, as well as significant fluctuations in foreign exchange rates, may affect our procurement and have an impact on our business and results of operations.」

    Overseas procurement centered on Taiwan, together with regional, geopolitical and foreign exchange risks, has been reaffirmed.
  8. FY2020RestatedAnnual report

    「We purchase most of our products from overseas, with Taiwan being our primary source of supply. Consequently, market, credit and geopolitical risks associated with the region, as well as significant fluctuations in foreign exchange rates, may affect our procurement and have an impact on our business and results of operations.」

    Overseas procurement centered on Taiwan, together with regional, geopolitical and foreign exchange risks, has been reaffirmed.
  9. FY2019First statedAnnual report

    「We purchase most of our products from overseas, with Taiwan being our primary source of supply. Consequently, market, credit and geopolitical risks associated with the region, as well as significant fluctuations in foreign exchange rates, may affect our procurement and have an impact on our business and results of operations.」

    The company discloses its high overseas procurement ratio and regional and foreign exchange exposure, primarily in relation to Taiwan.
Moved together

"Higher component prices and costs, and shipment delays caused by supply shortages" moved the same way as this thread, in the same document, in 5 of its 9 moves.

554333★123456
  1. ★This thread
  2. 1Higher component prices and costs, and shipment delays caused by supply shortages5×
  3. 2Contraction in R&D and capital investment due to economic and industry trends5×
  4. 3Dilution of share value and voting rights through the exercise of stock acquisition rights4×
  5. 4Medium- to long-term growth in net sales and operating profit3×
  6. 5Margin improvement driven by a focus on highly profitable projects and recurring customers3×
  7. 6Declining Inventory Profitability Due to Obsolescence and Slow-Moving Components Procured in Advance3×

★ 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 Hpc Systems yet. It last moved in the Revision of earnings forecasts of 2026-08-14: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Country and foreign exchange risks associated with concentrated overseas procurement, including Taiwan | HPC SYSTEMS Inc. (6597) | Komori