Komori
Wacom (6727) · RiskMitigated

Reliance on External Manufacturers

First written in FY2016. 4 of 7 entries say "Restated". Latest entry: FY2021.

7entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY20192016: 120162017: 120172018: 120182019: 120192020: 120202021: 22021
Same theme, other companies
Risk of insufficient supply capacity and shutdowns at outsourced production partnersA theme 67 companies write about · 69 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2024: 10 of 32 companies on the "Worse" side.

17 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 67 companies compared. The sentences above are computed from all 67.
Full recordFilings, disclosures and news, newest first
  1. FY2021MitigatedAnnual report

    「However, results could be affected if management problems at contract manufacturers or unforeseen incidents such as natural disasters at their factories make continued production of products difficult, or if factories are changed or added and the factories require time to reach operational proficiency.」

    While the risk of dependence on external manufacturers continues to be disclosed, the company is optimizing and diversifying its contract manufacturers, including by changing production from China to outside China.
  2. FY2021-Q3RestatedAnnual report

    「Despite restrictions on production and supply chain operations, total sales of AES Technology Solutions were slightly above the same period of the previous year.」

    While restrictions affecting external manufacturing and the supply chain continued to be disclosed, sales of AES Technology Solutions were slightly above the same period of the previous year.
  3. FY2021-Q2MaterialisedAnnual report

    「Despite restrictions on production and supply chain operations, total sales of AES Technology Solutions were slightly below the same period of the previous year.」

    Restrictions on production and supply chain operations actually arose, and sales of AES Technology Solutions were below the same period of the previous year.
  4. FY2019RestatedAnnual report

    「As stated above, our group outsources the production of most products primarily to contract manufacturers in the People's Republic of China.」

    Dependence on external manufacturers, primarily in China, and supply risks arising from management problems, natural disasters and factory changes at contract manufacturers continue to be disclosed.
  5. FY2018RestatedAnnual report

    「As stated above, our group outsources the production of most products primarily to contract manufacturers in the People's Republic of China.」

    Dependence on external manufacturers and supply risks arising from management problems, natural disasters and factory changes at contract manufacturers continue to be disclosed.
  6. FY2017RestatedAnnual report

    「We outsource the production of most products primarily to contract manufacturers in the People's Republic of China.」

    Dependence on external manufacturers and supply risks arising from management problems, natural disasters and factory changes at contract manufacturers continue to be disclosed.
  7. FY2016First statedAnnual report

    「As stated above, our group outsources the production of most products primarily to contract manufacturers in the People's Republic of China.」

    Management problems at contract manufacturers, natural disasters, and delays in ramping up operations when factories are changed or added were cited as risks.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Wacom's next results are scheduled for 2026-10-30. Read the earnings preview
News
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