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Ulvac (6728) · FactRestated

Increase in Orders and Sales Driven by the Recovery in FPD-Related Plant Utilization

First written in FY2024-Q3. 2 of 6 entries say "Reframed", first in FY2025-H1. Latest entry: FY2026.

6entries
3years
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024-Q3AdvancedFY2024ReframedFY2025-H1 – FY2025RestatedFY2026-H1 – FY20262024: 220242025: 220252026: 22026
Same theme, other companies
Earnings fluctuations driven by semiconductor and FPD market conditionsA theme 16 companies write about · 8 as a headwind · 12 as a tailwind

The whole theme swung hardest in 2019: 5 of 14 companies on the "Worse" side.

2 other companies' latest entry also says "Restated".

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 16 companies compared. The sentences above are computed from all 16.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「Orders and net sales both exceeded those of the same period of the previous year, as operating rates at factories related to displays, semiconductors and electronic components remained high.」

    In the materials field, high operating rates at factories related to displays, semiconductors and electronic components continued, and orders and net sales continued to exceed those of the same period of the previous year.
  2. FY2026-H1RestatedAnnual report

    「Orders exceeded those of the same period of the previous year, while net sales were at the same level, as operating rates at display- and semiconductor/electronics-related factories remained high.」

    Operating rates at display- and semiconductor/electronics-related factories remained high. Orders in the materials field exceeded those of the same period of the previous year, while net sales were at the same level.
  3. FY2025ReframedAnnual report

    「Orders and net sales both exceeded those of the same period of the previous year, as operating rates at display- and semiconductor/electronics-related factories remained high.」

    The recovery factors in the materials field expanded from the previous focus on recovering operating rates at FPD-related factories to high operating rates at display- and semiconductor/electronics-related factories.
  4. FY2025-H1ReframedAnnual report

    「Orders and net sales both exceeded those of the same period of the previous year, due in part to the recovery in operating rates at factories related to semiconductor and electronics products.」

    The explanation of the factors behind the recovery expanded from the previous focus on recovering operating rates at factories related to FPD products to higher orders and sales in the materials business against a backdrop of recovering operating rates at semiconductor and electronics-related factories.
  5. FY2024AdvancedAnnual report

    「Orders and net sales both exceeded those of the same period of the previous year, due in part to the recovery in operating rates at factories producing FPD-related products.」

    In the materials field of the Vacuum Application business, full-year orders and net sales both exceeded those of the same period of the previous year, against a backdrop of recovering operating rates at customer factories for FPD-related products.
  6. FY2024-Q3First statedAnnual report

    「Orders and net sales both exceeded those of the same period of the previous year, due in part to the recovery in operating rates at FPD-related factories.」

    For the materials field of the Vacuum Application business, an explanation that orders and net sales exceeded those of the same period of the previous year against a backdrop of recovering operating rates at FPD-related factories appeared for the first time as an independent theme.
Moved together

"High Dependence on the FPD, Semiconductor and Electronic Component Markets" moved the same way as this thread, in the same document, in 2 of its 6 moves.

22★12
  1. ★This thread
  2. 1High Dependence on the FPD, Semiconductor and Electronic Component Markets2×
  3. 2Financial Targets for the Fiscal Year Ending June 20262×

★ 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.

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Increase in Orders and Sales Driven by the Recovery in FPD-Related Plant Utilization | ULVAC, Inc. (6728) | Komori