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W-Scope (6619) · RiskMitigatedLatest Revision of earnings forecasts (2026-03-19): "Materialised"

Fluctuations in U.S. sales due to temporary adjustments by major customers

First written in FY2016-Q2. 3 of 6 entries say "Mitigated", first in FY2016-Q3. Latest entry: 2026-03-19.

6entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2016MitigatedFY2019-Q3 – FY2022-Q12016: 220162017: 120172018: 020182019: 120192020: 020202021: 020212022: 120222023: 020232024: 020242025: 020252026: 1
Same theme, other companies
主要顧客の一時調整による米国販売変動A 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. 2026-03-19MaterialisedRevision of earnings forecasts

    「Revenue for the fiscal year under review fell below the previous year's level because shipments declined, mainly due to the impact of inventory adjustments by US customers.」

    The previously disclosed fluctuation in US sales due to adjustments by major customers materialized again as lower shipments caused by inventory adjustments by US customers and revenue below the previous year's level.
  2. FY2022-Q1MitigatedAnnual report

    「Sales to U.S. customers whose production recovered from the previous year increased to ¥271 million, up 602.7% year on year.」

    U.S. sales, which had previously fluctuated due to adjustments by major customers, rose to ¥271 million, up 602.7% year on year, against a backdrop of recovering production.
  3. FY2019-Q3MitigatedAnnual report

    「Sales to U.S. customers remained stable at ¥620 million, up 723.2% year on year.」

    Sales to U.S. customers remained stable at ¥620 million, up 723.2% year on year. The recovery from past fluctuations caused by adjustments at major customers has continued.
  4. FY2016MaterialisedAnnual report

    「The U.S. market, which accounts for 5.3% of consolidated net sales, declined 60.1% year on year, mainly due to production adjustments and other factors at our customers. Our U.S. customers primarily produce batteries for transportation equipment, and because we have entered into multi-year contracts, we expect sales to remain stable over the medium term.」

    U.S. sales declined for the full year due to production adjustments and other factors at major customers, falling 60.1% year on year. Meanwhile, the company expects medium-term stability because of its multi-year contracts.
  5. FY2016-Q3MitigatedAnnual report

    「Sales in the United States were ¥407.786 million, down 57.7% year on year, but have continued to recover since the second quarter from the low point reached in the first quarter due to temporary adjustments by a customer and other factors.」

    Cumulative U.S. sales continued to decline year on year, but have continued to recover since the second quarter after bottoming in the first quarter.
  6. FY2016-Q2First statedAnnual report

    「Sales in the United States were ¥275.024 million, down 59.3% year on year, mainly due to temporary adjustments by a major customer. Sales have been recovering since the second quarter.」

    U.S. sales declined year on year due to adjustments by a major customer, but the company described a recovery beginning in the second quarter.
Moved together

"Operation of Lines 6 and 7 and Line Expansion" moved the same way as this thread, in the same document, in 3 of its 6 moves.

3222★1234
  1. ★This thread
  2. 1Operation of Lines 6 and 7 and Line Expansion3×
  3. 2Aggressive investment in coating equipment and other areas to meet demand for high-capacity batteries2×
  4. 3Stable supply to existing customers and securing sales volumes for approved customers2×
  5. 4Improving Performance Based on the Medium-Term Management Plan and Securing Support from Financial Institutions2×

★ 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 W-Scope yet. It last moved in the Revision of earnings forecasts of 2026-03-19: "Materialised".
News
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Fluctuations in U.S. sales due to temporary adjustments by major customers | W-SCOPE Corporation (6619) | Komori