Komori
Anritsu (6754) · RiskRestated

Exposure to international affairs and customer investment arising from a 70% overseas sales ratio

First written in FY2016. 6 of 12 entries say "Restated". Latest entry: FY2026.

12entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseSoftenedFY2018WorsenedFY2020-Q3 – FY20222016: 320162017: 320172018: 220182019: 020192020: 120202021: 020212022: 120222023: 020232024: 020242025: 120252026: 12026
Same theme, other companies
International business dependence risk from concentration of overseas bases and salesA theme 6 companies write about · 6 as a headwind · 0 as a tailwind

Anritsu moved to the "Worse" side of this theme in 2020, 1 year after the typical company in this theme (2019).

The whole theme swung hardest in 2026: 4 of 6 companies on the "Worse" side.

0 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「The Group operates globally, and overseas sales accounted for approximately 70% of actual sales for the period.」

    The company continues to disclose its exposure to overseas economies, international conditions and regulatory compliance against the backdrop of overseas sales accounting for approximately 70%.
  2. FY2025RestatedAnnual report

    「The Group operates globally, and overseas sales accounted for approximately 70% of actual sales for the period.」

    The company continues to disclose its exposure to overseas economies, international conditions and regulatory compliance against the backdrop of overseas sales accounting for approximately 70%.
  3. FY2022WorsenedAnnual report

    「The Group operates globally, and overseas sales accounted for 70% of actual sales for the period. As many customers also operate globally, economic trends in overseas countries, changes in international conditions and compliance with applicable laws and regulations could have a material impact on the Group's financial position and results of operations.」

    The company reconfirms its international exposure arising from overseas sales accounting for 70% and describes the effects of worsening conditions in Ukraine, higher resource prices and semiconductor shortages.
  4. FY2020-Q3WorsenedAnnual report

    「Although US-China tensions are temporarily subdued following such developments as the agreement on Phase One of the US-China trade negotiations, the risk of renewed escalation remains. Risks relating to the politics and policies of individual countries are also increasing, including the shift in US policy toward the Middle East and political and economic instability until the UK's withdrawal from the EU is completed.」

    Although US-China tensions are temporarily subdued, the company explicitly cites the risk of renewed escalation, the shift in US policy toward the Middle East, and uncertainty surrounding the UK's withdrawal from the EU, stating that risks related to international conditions, politics and policy have increased.
  5. FY2018SoftenedAnnual report

    「Overseas sales, including the Measurement and PQA businesses, accounted for 65% of actual consolidated fiscal-year sales. As many customers also operate globally, economic trends in overseas countries, changes in international conditions, compliance with applicable laws and regulations, and progress on the Group's global strategy could have a material impact on its financial position and results of operations.」

    Although the overseas sales ratio declined from 67% to 65% since the previous report, the company continues to disclose its exposure to overseas economies, international conditions and regulatory compliance.
  6. FY2018-Q3RestatedAnnual report

    「During the cumulative consolidated period through the third quarter, the global economy continued to expand moderately, particularly in developed countries, while Japan remained on a recovery track as corporate earnings and employment conditions continued to improve. However, concerns about global risks also persisted, including uncertainty surrounding the UK's EU withdrawal negotiations and heightened tensions in East Asia.」

    Against the backdrop of reliance on overseas operations and customers, concerns persist regarding global risks, including the UK's EU withdrawal negotiations and conditions in East Asia.
  7. FY2018-Q2RestatedAnnual report

    「During the cumulative consolidated period through the second quarter, the global economy continued to expand moderately, particularly in developed countries, while Japan remained on a recovery track as corporate earnings and employment conditions continued to improve. However, concerns about global risks also persisted, including uncertainty surrounding the UK's EU withdrawal negotiations and heightened tensions in East Asia.」

    Against the backdrop of reliance on overseas operations and customers, concerns persist regarding global risks, including the UK's EU withdrawal negotiations and conditions in East Asia.
  8. FY2017SoftenedAnnual report

    「Overseas sales, including the Measurement and PQA businesses, accounted for 67% of actual consolidated fiscal-year sales. As many customers also operate globally, economic trends in overseas countries, changes in international conditions, compliance with applicable laws and regulations, and progress on the Group's global strategy could have a material impact on its financial position and results of operations.」

    Although the overseas sales ratio declined from 70% to 67% since the previous report, the company continues to disclose its exposure to overseas economies, international conditions and regulatory compliance.
  9. FY2017-Q3RestatedAnnual report

    「In Japan, economic stimulus measures through monetary and fiscal policy continued, including the decision to postpone the consumption tax increase. However, conditions remained uncertain amid rising global risks and sharp exchange-rate movements.」

    Against the backdrop of reliance on overseas operations and customers, the company continues to cite uncertainty arising from heightened global risks and sharp exchange-rate movements.
  10. FY2017-Q2RestatedAnnual report

    「In Japan, economic stimulus measures through monetary and fiscal policy continued, including the decision to postpone the consumption tax increase. However, concerns about the economic outlook have intensified amid rising global risks and a rapid appreciation of the yen.」

    The company continues to cite concerns about the economic outlook arising from heightened global risks and a rapid appreciation of the yen.
  11. FY2017-Q1WorsenedAnnual report

    「In Japan, economic stimulus measures through monetary and fiscal policy continued, including the decision to postpone the consumption tax increase. However, concerns about the economic outlook have intensified amid rising global risks and a rapid appreciation of the yen.」

    The company states that concerns about the economic outlook intensified as global risks increased and the yen appreciated sharply.
  12. FY2016First statedAnnual report

    「Overseas sales, including the Measurement and PQA businesses, accounted for 70% of actual consolidated fiscal-year sales. As many customers also operate globally, economic trends in overseas countries, changes in international conditions, compliance with applicable laws and regulations, and progress in the Group's global strategy could have a material impact on its financial position and results of operations.」

    Against the backdrop of overseas sales accounting for 70%, the company identifies overseas economies, international conditions, regulatory compliance and progress in its global strategy as risks.
Moved together

"Slowing Growth in the Mobile Market and Deteriorating Profitability of the Measurement Business" moved the same way as this thread, in the same document, in 4 of its 12 moves.

443222★123456
  1. ★This thread
  2. 1Slowing Growth in the Mobile Market and Deteriorating Profitability of the Measurement Business4×
  3. 2Uncertainty Surrounding Geopolitics, the Chinese Economy and Financial Markets4×
  4. 3Exchange-Rate Fluctuation Risk Associated with Overseas Transactions3×
  5. 4Business expansion and strengthening of the earnings structure through GLP20172×
  6. 5Contingent Liability Exposure Associated with Contract Performance Guarantees, etc.2×
  7. 6Achieving Profitable, Sustainable Growth (2020 VISION)2×

★ 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
Anritsu's next results are scheduled for 2026-10-29. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.