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Aiphone (6718) · RiskWorsened

Intensifying competition in Japan and overseas and declining selling prices

First written in FY2017-Q2. 11 of 26 entries say "Worsened", first in FY2017. Latest entry: 2026-11-10.

26entries
11years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2020-Q2 – FY2024-Q1WorsenedFY2025-H1 – 2026-11-102016: 12017: 420172018: 420182019: 320192020: 220202021: 120212022: 020222023: 220232024: 220242025: 220252026: 52026
Same theme, other companies
Declining selling prices and lower profit due to intensified competition from other companiesA theme 274 companies write about · 276 as a headwind · 0 as a tailwind

Aiphone moved to the "Worse" side of this theme in 2017, 2 years before the typical company in this theme (2019).

The whole theme swung hardest in 2026: 39 of 84 companies on the "Worse" side.

29 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.
Showing 14 of the 198 companies compared. The sentences above are computed from all 198.Comparing 200 of the theme's 276 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Amid stagnation in the European economy, sales in local-currency terms declined due in part to price competition with Chinese products.」

    Price competition with Chinese products is explicitly cited in Europe, with the impact of competitive risk materialising as a decline in local-currency sales.
  2. FY2026-H1WorsenedAnnual report

    「Amid stagnation in the European economy, sales in local-currency terms declined due in part to price competition with European and Chinese companies.」

    The European segment explicitly cites price competition with European and Chinese companies, with the impact emerging as a decline in local-currency sales.
  3. FY2025WorsenedAnnual report

    「Sales in local-currency terms declined due to intensifying competition in the multifamily housing market in major East Coast cities and a slowdown in capital investment in office buildings.」

    Intensifying competition in major East Coast cities continued, and the slowdown in office-building capital investment also took its toll, causing the North American segment to swing to an operating loss.
  4. FY2025-H1WorsenedAnnual report

    「Sales in local-currency terms declined substantially because competition intensified due to aggressive pricing by competitors in major East Coast cities, the centre of the multifamily housing market, resulting in sluggish sales.」

    In major East Coast cities in North America, competitors' aggressive pricing intensified, with the impact emerging as sluggish multifamily housing sales and a substantial decline in local-currency sales.
  5. FY2024-Q3RestatedAnnual report

    「Although sales to condominiums declined substantially as market competition returned to normal in the new-build market, sales to rental apartments performed well due to active order-taking activities targeting major rental property developers and others, in addition to the effects of price revisions.」

    While the decline in condominium-for-sale sales due to the normalisation of the market's competitive environment continues, proactive order-taking activities and price revisions are supporting sales of rental condominiums.
  6. FY2024-Q2RestatedAnnual report

    「Although sales of condominiums for sale declined substantially as the market's competitive environment normalised, sales of rental condominiums remained strong, supported by proactive order-taking activities targeting major rental housing developers and others, as well as the effects of price revisions.」

    While the decline in condominium-for-sale sales due to the normalisation of the market's competitive environment continues, order-taking activities and price revisions are supporting sales of rental condominiums.
  7. FY2024-Q1MaterialisedAnnual report

    「Sales of condominiums for sale declined substantially as the market's competitive environment normalised further.」

    The normalisation of the market's competitive environment materialised as a substantial decline in sales of condominiums for sale, indicating the impact of competitive pressure.
  8. FY2022-Q1MaterialisedAnnual report

    「In the care market, sales at hospitals, facilities for older people and housing for older people all remained sluggish in the new-build business due to a decline in the number of projects and competition with other companies, resulting in lower sales.」

    In the care market's new-build business, a decline in the number of projects and competition with other companies have resulted in sluggish sales and lower sales at hospitals, facilities for older people and housing for older people.
  9. FY2020MaterialisedAnnual report

    「Sales declined slightly as housing starts by major homebuilders stagnated, sales of high-function products declined, and selling prices fell, among other factors.」

    Stagnant housing starts, declining sales of high-function products and falling selling prices have materialised as a slight decline in sales of detached houses in Japan.
  10. FY2020-Q3MaterialisedAnnual report

    「However, sales in the renovation business increased from the same period of the previous year as sales of wireless video doorphones performed well, leaving total sales in the detached-house market at approximately the same level as in the same period of the previous year.」

    While sales of wireless video doorphones performed well, new-build sales of detached houses in Japan declined slightly due to intensifying competition, leaving the market as a whole at approximately the same level as in the previous year.
  11. FY2020-Q2MaterialisedAnnual report

    「In Japan's housing market, sales of wireless video doorphones for renovation projects performed well, but total sales in the detached-house market declined slightly from the same period of the previous year due to intensifying competition.」

    While sales of wireless video doorphones performed well, total sales in Japan's detached-house market declined slightly from the same period of the previous year due to intensifying competition.
  12. FY2020-Q1RestatedAnnual report

    「Sales declined due to the impact of increasingly severe competition with other companies.」

    The disclosure continues to identify intensifying competition as a factor behind the sales decline in Japan's detached-house market.
  13. FY2019-Q3RestatedAnnual report

    「In Japan's housing market, sales of detached houses declined because housing starts for new-build homes, which correspond to the timing of our deliveries, decreased slightly from the same period of the previous year, and selling prices fell.」

    The disclosure continues to identify falling selling prices as a factor behind the sales decline in Japan's detached-house market.
  14. FY2019-Q2WorsenedAnnual report

    「In Japan's housing market, sales of detached houses declined because housing starts for new-build homes, which correspond to the timing of our deliveries, decreased slightly from the same period of the previous year, in addition to the impact of falling selling prices as competition intensified.」

    In addition to the continuation of intensifying competition and declining selling prices in Japan, intensifying competition and declining sales are reported in the North American housing market and in Australia and Singapore, indicating that the impact of competitive pressure is spreading.
  15. FY2019-Q1MaterialisedAnnual report

    「In Japan's housing market, sales of detached houses declined due to the impact of falling selling prices as competition intensified, despite housing starts for new-build homes, which correspond to the timing of our deliveries, remaining at approximately the same level as in the same period of the previous year.」

    Intensifying competition and declining selling prices continue to materialise as a decline in domestic detached-house sales in the first quarter under review.
  16. FY2018MaterialisedAnnual report

    「Sales of detached houses declined despite housing starts for new-build homes, which correspond to the timing of our deliveries, remaining at approximately the same level as in the previous fiscal year, due in part to the impact of falling selling prices caused by intensifying competition with other companies.」

    Intensifying competition and declining selling prices continue to materialise as a sales decline in Japan's detached-house market.
  17. FY2018-Q3MaterialisedAnnual report

    「Sales of systems for detached houses stagnated due to the impact of competitors' aggressive launch of new products in the detached-house market.」

    In France, competitors' aggressive launch of new products resulted in sluggish sales of systems for detached houses, showing that the impact of competitive risk has materialised.
  18. FY2018-Q2RestatedAnnual report

    「In Japan's housing market, sales of detached houses declined despite housing starts for new-build homes, which correspond to the timing of our deliveries, remaining at approximately the same level as in the same period of the previous year, due in part to the impact of falling selling prices as competition intensified.」

    The disclosure continues to identify intensifying competition and declining selling prices as factors behind the sales decline in the domestic housing market.
  19. FY2018-Q1WorsenedAnnual report

    「At Aiphone S.A.S., the French sales subsidiary, sales stagnated amid a sharp decline in housing starts in the Belgian market and a low-cost offensive by competitors.」

    In addition to continued intensifying competition accompanied by falling selling prices in Japan, the disclosure cites competitors' low-cost offensive in the Belgian market and the emergence of new products from competitors in the French market as factors behind slower sales, indicating that competitive pressure is becoming more tangible.
  20. FY2017WorsenedAnnual report

    「In the care market, competition is expected to intensify due to a decline in hospital construction starts and the entry of competitors into the market for facilities for older people, among other factors.」

    For the care market, the outlook newly identifies intensifying competition due to a decline in hospital construction starts and the entry of competitors.
  21. FY2017-Q3RestatedAnnual report

    「However, selling prices fell as price competition with other companies became even more severe, and sales of both new-build and renovation projects declined.」

    The disclosure continues to identify intensifying price competition and declining selling prices as factors behind the sales decline in the domestic housing market.
  22. FY2017-Q2First statedAnnual report

    「However, sales of both new-build and renovation projects declined as price competition with other companies became increasingly severe and selling prices fell.」

    In the domestic housing market, intensifying price competition and declining selling prices are cited as actual factors behind the sales decline, with intensifying competition also mentioned in Europe and elsewhere.
Moved together

"Concern over weaker corporate earnings due to yen appreciation and a slowdown in emerging-market economies" moved the same way as this thread, in the same document, in 9 of its 26 moves.

995422★123456
  1. ★This thread
  2. 1Concern over weaker corporate earnings due to yen appreciation and a slowdown in emerging-market economies9×
  3. 2Risk of fewer housing and care market construction starts9×
  4. 3Decline in domestic detached-home revenue due to delays in the delivery of certain products5×
  5. 4Electronic component shortages and rising procurement costs4×
  6. 5Impact of international instability on overseas operations2×
  7. 6Damage to production and sales sites from natural disasters2×

★ 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
Aiphone's next results are scheduled for 2026-11-10. Read the earnings preview It last moved in the Results of 2026-11-10: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Intensifying competition in Japan and overseas and declining selling prices | AIPHONE CO.,LTD. (6718) | Komori