Komori
Aiphone (6718) · FactContinued weakness in the French housing market

Steady housing starts in France

First written in FY2018-Q3. 1 of 5 entries say "Advanced", first in FY2022. Latest entry: FY2025.

5entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018-Q3AdvancedFY2022OtherFY2024-Q3 – FY20252018: 120182019: 020192020: 020202021: 020212022: 120222023: 020232024: 220242025: 12025
Same theme, other companies
Decline in orders due to the shrinking housing market and fluctuations in housing demandA theme 76 companies write about · 78 as a headwind · 3 as a tailwind

The whole theme swung hardest in 2020: 41 of 60 companies on the "Worse" side.

7 other companies' latest entry also says "Other".

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 76 companies compared. The sentences above are computed from all 76.
Full recordFilings, disclosures and news, newest first
  1. FY2025Continued weakness in the French housing marketAnnual report

    「In France, a major market, the number of new detached-home construction starts declined substantially, affecting sales of the core standard model of video door phones.」

    The decline in detached-home construction starts in France continued, affecting sales of the core standard model. Meanwhile, adoption increased for multi-unit residential renovation projects and IP systems for schools and local authorities.
  2. FY2025-H1Update to a substantial decline in housing starts in FranceAnnual report

    「In France, a major market, the number of new detached-home construction starts declined substantially, and many property developments stagnated in the first half of the second quarter due to the impact of the Paris Olympics.」

    In France, the situation changed from a recovery and steady trend in housing starts to a substantial decline in new detached-home construction starts.
  3. FY2024-Q3Update to a substantial decline in housing starts in FranceAnnual report

    「Although sales of Wi-Fi-compatible video door phones for detached homes remained strong in France, a major market, due to active promotional activity as the broader European economy cooled, sales to the commercial market stagnated because housing starts declined substantially and companies, local authorities and others reduced their capital investment budgets.」

    In France, sales of Wi-Fi-compatible video door phones for detached homes remained strong, while housing starts changed from their previous steady trend to a substantial decline, and commercial-market sales also stagnated.
  4. FY2022AdvancedAnnual report

    「At Aiphone S.A.S., its French sales subsidiary, new detached-home construction starts in France, a major market, recovered to pre-pandemic levels, while investment in home equipment increased as working from home and similar practices became established, and sales of video door phones remained strong.」

    New detached-home construction starts in France recovered to pre-pandemic levels, while investment in home equipment increased and video door phone sales remained strong.
  5. FY2018-Q3First statedAnnual report

    「Housing starts remained steady in France.」

    The market environment of steady housing starts in France is described for the first time as an independent theme.
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Aiphone's next results are scheduled for 2026-11-10. Read the earnings preview
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