Komori
Aiphone (6718) · RiskMaterialised

Decline in domestic detached-home revenue due to delays in the delivery of certain products

First written in FY2020-Q1. 10 of 18 entries say "Materialised", first in FY2021-Q1. Latest entry: 2026-11-10.

18entries
8years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020-Q1MaterialisedFY2022-Q1 – FY2023-Q2MitigatedFY2024-Q3 – FY20252019: 120192020: 220202021: 220212022: 420222023: 220232024: 120242025: 120252026: 52026
Same theme, other companies
Reduction in Detached-Housing Sales Opportunities Due to Delayed Product DeliveryA 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. FY2026MaterialisedAnnual report

    「In renewals, active order-taking activities benefited from growing awareness of crime prevention, but revenue declined substantially due to delays in delivering some products.」

    Delays in product deliveries again materialized as a substantial decline in renewal sales in the domestic detached housing market.
  2. 2026-05-12MaterialisedType of presentation

    「▲一部商品に納入遅延。」

    商品納入遅延が、国内戸建住宅市場の当期状況における制約要因として記載されている。
  3. FY2025MitigatedAnnual report

    「For detached housing, we will expand sales through proactive proposals and a stable supply of products.」

    In the domestic detached housing market, the company indicated a policy of stabilizing product supply, and sales of core wireless TV doorphones and standard models also increased.
  4. FY2024-Q3MitigatedAnnual report

    「Although housing starts for new homes, which correspond to our delivery timing, continued to decline year on year, sales of our core video door phones remained strong as product supply stabilized with the recovery from component shortages, and revenue also benefited from the price revision implemented in the previous fiscal year.」

    The recovery from component shortages and the stabilization of product supplies eased the supply constraints that had affected our core video door phones, resulting in strong sales in the detached-home market.
  5. FY2024-Q2RestatedAnnual report

    「The recovery from component shortages substantially improved sales conditions for our core video door phones, and the effects of the price revision implemented in the previous fiscal year were also evident.」

    Improved component availability has continued to improve sales conditions for our core video door phones in both the domestic new-build and renewal markets.
  6. FY2024-Q1MitigatedAnnual report

    「Sales conditions for our core video door phones improved substantially as component supplies recovered, and revenue increased substantially, also benefiting from the price revision implemented last October.」

    The recovery in component supplies eased the supply and sales constraints that had affected our core video door phones, resulting in a substantial increase in revenue from the detached-home market.
  7. FY2023-Q2WorsenedAnnual report

    「In the domestic housing market, total housing starts for new detached homes, which correspond to our delivery timing, declined year on year, while production cuts due to component shortages had a significant impact on the supply of our core video door phones, resulting in a substantial decline in revenue.」

    In addition to the decline in housing starts, production cuts and supply impacts affecting core video door phones due to component shortages resulted in a substantial decline in revenue from new detached homes.
  8. FY2023-Q1MaterialisedAnnual report

    「In the domestic housing market, housing starts for new detached homes, which correspond to our delivery timing, declined year on year, while production cuts due to component shortages had a significant impact on the supply of our core video door phones, resulting in a substantial decline in revenue.」

    The decline in housing starts and the production cuts and supply impacts affecting core video door phones due to component shortages materialized as a substantial decline in domestic detached-home revenue.
  9. FY2022MaterialisedAnnual report

    「Production cuts due to component shortages had a significant impact across video door phones, resulting in lower revenue. In the renewal market as well, supply delays for our core wireless video door phones caused by component shortages and other factors led to a substantial decline in sales, particularly to mass retailers.」

    Component shortages led to production cuts and supply delays for core video door phones in both the new-build and renewal markets, materializing as a full-year decline in domestic detached-home revenue.
  10. FY2022-Q3MaterialisedAnnual report

    「In the domestic housing market, although housing starts for new detached homes, which correspond to our delivery timing, increased year on year and sales of high-function products remained strong, particularly among major homebuilders, production of our core video door phones was affected by component shortages, resulting in lower revenue. In the renewal market as well, production of our core wireless video door phones was affected by component shortages and other factors, resulting in a substantial decline in sales to consumer electronics retailers and other outlets.」

    Component shortages materialized as production impacts for our core video door phones and wireless video door phones and lower sales to consumer electronics retailers and other outlets.
  11. FY2022-Q2MaterialisedAnnual report

    「In the renewal market, production of our core wireless video door phones was affected by tight component supply, among other factors, resulting in lower sales to consumer electronics retailers and other outlets. As a result, revenue across the detached-home market was roughly unchanged from the same period of the previous year.」

    Tight component supply materialized as production impacts for our core wireless video door phones and lower sales to consumer electronics retailers and other outlets.
  12. FY2022-Q1MaterialisedAnnual report

    「In the renewal market, production of products for the renewal market was delayed due to supply delays from suppliers caused by tight supply and demand for components, resulting in lower sales to consumer electronics retailers.」

    Tight component supply and supply delays from suppliers materialized as production delays for products intended for the renewal market and lower sales to consumer electronics retailers. However, revenue across the detached-home market increased due to strong sales of new homes.
  13. FY2021-Q2SoftenedAnnual report

    「In the domestic housing market, although supply delays and other issues arose for certain detached-home products because production was affected by the spread of COVID-19, housing starts, which correspond to our delivery timing for new homes, declined year on year. However, sales of our new video door phones remained strong, and revenue increased.」

    Although supply delays occurred for certain products, revenue from domestic detached homes increased due to strong sales of new products, and no impact from supply delays in the form of lower revenue was observed during this period.
  14. FY2021-Q1MaterialisedAnnual report

    「During the renewal market refresh, sales to consumer electronics retailers declined because production was affected by the spread of COVID-19, resulting in supply delays for certain products.」

    It states that production impacts from COVID-19 caused supply delays for certain products, which materialized as lower sales to consumer electronics retailers.
  15. FY2020-Q1First statedAnnual report

    「Revenue declined due to delays in the delivery timing of certain products and intensifying competition with other companies.」

    This is the first time that delays in the delivery timing of certain products have been recorded as an independent risk theme that actually contributed to lower revenue from domestic detached homes.
Moved together

"Intensifying competition in Japan and overseas and declining selling prices" moved the same way as this thread, in the same document, in 5 of its 18 moves.

555444★123456
  1. ★This thread
  2. 1Intensifying competition in Japan and overseas and declining selling prices5×
  3. 2Concern over weaker corporate earnings due to yen appreciation and a slowdown in emerging-market economies5×
  4. 3Electronic component shortages and rising procurement costs5×
  5. 4Risk of fewer housing and care market construction starts4×
  6. 5Damage to production and sales sites from natural disasters4×
  7. 6Delayed Recovery in the Multi-Unit Housing Market Due to the UK's Withdrawal from the EU and Shortages of Building Materials4×

★ 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: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.