Komori
Tdk (6762) · InitiativeAdvanced

Reforms in quality, procurement, energy efficiency and costs

First written in FY2016. 7 of 10 entries say "Advanced", first in FY2020. Latest entry: FY2026.

10entries
11years
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2018AdvancedFY2021 – FY20262016: 120162017: 020172018: 120182019: 020192020: 120202021: 220212022: 120222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Profitability Improvement through Rationalization, Cost Reduction and Productivity ImprovementA theme 69 companies write about · 0 as a headwind · 71 as a tailwind

49 other companies' latest entry also says "Advanced".

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 69 companies compared. The sentences above are computed from all 69.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Higher sales volumes across all segments resulted in a ¥128.6 billion increase in profit. This was supplemented by ¥18.8 billion from rationalization and cost reductions and ¥5.9 billion from structural reforms implemented in the previous consolidated fiscal year, while sales price discounts had a negative profit impact of ¥53.2 billion.」

    The profit benefits from higher sales volumes, rationalization and cost reductions, and structural reforms were disclosed with amounts, updating the record of earnings improvement that absorbed the impact of price reductions.
  2. FY2025AdvancedAnnual report

    「Rationalization and cost reductions of ¥24.3 billion and structural reform benefits of ¥9.4 billion absorbed the ¥31.4 billion decline in profit from changes in selling prices.」

    The results of absorbing the ¥31.4 billion decline in profit from changes in selling prices through ¥24.3 billion in rationalization and cost reductions and ¥9.4 billion in structural reform benefits were reported.
  3. FY2024AdvancedAnnual report

    「Rationalization and cost reductions and structural reform benefits generated a combined ¥42.4 billion increase in profit, absorbing the ¥41.5 billion decline in profit from changes in selling prices. Selling, general and administrative expenses were reduced by ¥20.0 billion through thorough cost-efficiency measures focused mainly on energy devices (secondary batteries) and HDD heads.」

    The earnings improvement from rationalization and cost reductions, structural reforms, and greater efficiency in selling, general and administrative expenses was reported as a total ¥42.4 billion increase in profit and a ¥20.0 billion reduction in selling, general and administrative expenses.
  4. FY2023AdvancedAnnual report

    「A reduction in sales volumes of HDD head suspensions and secondary batteries, which were significantly affected by lower demand in the ICT market, resulted in a substantial ¥83.1 billion decline in profit from changes in sales volume. This was partly offset by a ¥68.9 billion profit benefit from the weaker yen, as well as by rationalization and cost reductions focused mainly on secondary batteries and passive components, the benefits of structural reforms implemented in the previous fiscal year, and greater efficiency in selling, general and administrative expenses, resulting in an actual ¥28.2 billion increase in profit from the previous fiscal year.」

    The results of absorbing the negative profit impact of lower demand through rationalization and cost reductions, the benefits of structural reforms in the previous fiscal year, and greater efficiency in selling, general and administrative expenses were reported with amounts.
  5. FY2022AdvancedAnnual report

    「Growth in the profitability of passive components and the return of sensors to profitability resulted in a more balanced earnings structure and improved profitability.」

    The combined benefits of rationalization and cost reductions and structural reforms implemented in the previous fourth quarter of the consolidated accounting period totaled ¥28.9 billion, with the improvement in profitability reported in monetary terms.
  6. FY2021AdvancedAnnual report

    「Although sales price discounts had a negative impact of approximately ¥28.7 billion, this was absorbed by approximately ¥26.4 billion in rationalization and cost-reduction benefits and approximately ¥1.9 billion in structural reform benefits.」

    The results of absorbing the negative profit impact of price reductions through rationalization, cost reductions and structural reform benefits were updated with amounts.
  7. FY2021-Q3RestatedAnnual report

    「During the cumulative third quarter of the consolidated fiscal period, acquisitions of property, plant and equipment and other fixed assets totaled ¥154,433 million.」

    Investment in facilities and growth areas through fixed-asset acquisitions continues.
  8. FY2020AdvancedAnnual report

    「The approximately ¥15.0 billion negative impact from sales price discounts was absorbed by approximately ¥19.1 billion in rationalization and cost reductions, and, together with approximately ¥1.6 billion in structural reform benefits, contributed to improved profitability by strengthening our business structure.」

    The results of absorbing the negative profit impact of price reductions through rationalization, cost reductions and structural reform benefits were reported with amounts.
  9. FY2018RestatedAnnual report

    「Meanwhile, we will implement measures to ensure stable procurement of raw materials for which supply and demand are expected to tighten, and will also work to develop new production methods that reduce the use of rare metals.」

    In addition to stable raw-material procurement, the development of new production methods to reduce rare-metal usage is explicitly identified as a procurement and manufacturing measure.
  10. FY2016First statedAnnual report

    「At the same time, we will accelerate manufacturing reforms centered on 3 pillars: quality improvement, innovation in procurement and energy efficiency, and cost reductions.」

    The 3 pillars of the reforms are specifically identified.
Moved together

"Right-sizing the HDD business required in a shrinking market" moved the same way as this thread, in the same document, in 6 of its 10 moves.

666555★123456
  1. ★This thread
  2. 1Right-sizing the HDD business required in a shrinking market6×
  3. 2Integration of energy-related businesses and establishment of the Energy Application Products segment6×
  4. 3Market-specific R&D organization and product development6×
  5. 4Difficulty in recruiting and developing global talent5×
  6. 5Reducing environmental impact and supplying environmentally responsible products5×
  7. 6Maintaining liquidity equivalent to at least 2 months of monthly revenue5×

★ 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
Tdk's next results are scheduled for 2026-10-30. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.