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Buffalo (6676) · RiskRestatedLatest Earnings presentation (2026-05-14): "Mitigated"

Instability in the Supply of Externally Sourced Components

First written in FY2019. 2 of 8 entries say "Restated". Latest entry: 2026-05-14.

8entries
8years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2019 – FY2020MaterialisedFY2021 – FY2022-Q3RestatedFY2023-Q22019: 120192020: 220202021: 220212022: 220222023: 020232024: 020242025: 020252026: 12026
Same theme, other companies
Procurement Disruption of Raw Materials and Components and Supplier Business Continuity RiskA theme 80 companies write about · 80 as a headwind · 0 as a tailwind

Buffalo moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.

The whole theme swung hardest in 2021: 35 of 55 companies on the "Worse" side.

14 other companies' latest entry also says "Mitigated".

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 80 companies compared. The sentences above are computed from all 80.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-14MitigatedEarnings presentation

    「Achieving a stable supply even under challenging procurement conditions」

    The company stated that joint purchasing with セキュア enabled it to achieve a stable supply even under challenging procurement conditions.
  2. FY2023-Q2RestatedAnnual report

    「Higher costs stemming from the yen's depreciation and the global semiconductor shortage created a challenging earnings environment, including in terms of profitability.」

    The global semiconductor shortage continues to affect the earnings environment through higher costs.
  3. FY2022-Q3MaterialisedAnnual report

    「Although net sales were maintained as a result, the earnings environment became challenging due to supply constraints and higher raw material prices resulting from the global semiconductor shortage and other factors, in addition to intensifying price competition.」

    Supply constraints caused by the global semiconductor shortage and other factors are manifesting in the business as a challenging earnings environment.
  4. FY2022-Q1MaterialisedAnnual report

    「Intensifying price competition and higher costs stemming from the global semiconductor shortage created a challenging earnings environment.」

    The company states that the global semiconductor shortage is having a tangible impact on the earnings environment through higher costs.
  5. FY2021WorsenedAnnual report

    「Although we have secured a certain amount of components as a hedge against risk, if stable supplies cannot be obtained because of deteriorating business or production conditions at suppliers, a global semiconductor shortage or longer lead times for components, this could affect our group's results.」

    While the company describes its existing response of sourcing from multiple companies and countries, it explicitly identifies the global semiconductor shortage and longer component lead times as new supply risk factors.
  6. FY2021-Q1MitigatedAnnual report

    「Demand for peripherals for PCs, TVs and game consoles expanded due to telework, at-home entertainment and remote learning. As freight costs surged owing to the impact of COVID-19, we actively procured components to meet customer demand.」

    Amid expanding demand and deteriorating logistics conditions, the company actively procured components and took measures to secure supplies.
  7. FY2020RestatedAnnual report

    「We purchase components from suppliers in multiple companies and countries and operate a production system premised on securing the necessary quantities at the appropriate times.」

    The group continues to address the risk of unstable supplies of externally sourced components by procuring from multiple companies and countries.
  8. FY2019First statedAnnual report

    「If stable supplies cannot be obtained because of deteriorating business or production conditions at suppliers, this could affect our group's results.」

    The company has identified the potential instability of externally sourced components for peripheral equipment due to deteriorating business and production conditions at suppliers as a new risk.
Moved together

"Lower Selling Prices and Profitability Pressure from Intensifying Price Competition" moved the same way as this thread, in the same document, in 3 of its 8 moves.

322★123
  1. ★This thread
  2. 1Lower Selling Prices and Profitability Pressure from Intensifying Price Competition3×
  3. 2Contraction and stagnation in the digital consumer electronics market and economic uncertainty2×
  4. 3Contraction of the Household and Commercial Noodle Market2×

★ 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 Buffalo yet. It last moved in the Earnings presentation of 2026-05-14: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Instability in the Supply of Externally Sourced Components | BUFFALO INC. (6676) | Komori