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Teac (6803) · InitiativeWorsenedLatest Earnings (2026-08-07): "Restated"

Stable Product Supply Through the Use of External Manufacturing Partners

First written in FY2020. 2 of 6 entries say "Advanced", first in FY2021. Latest entry: 2026-08-07.

6entries
7years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020AdvancedFY2021 – FY20222020: 120202021: 120212022: 120222023: 020232024: 020242025: 120252026: 22026
Same theme, other companies
Diversification of Dependence on Suppliers and Outsourced Service ProvidersA theme 26 companies write about · 22 as a headwind · 6 as a tailwind

Teac moved to the "Worse" side of this theme in 2025, 1 year after the typical company in this theme (2024).

The whole theme swung hardest in 2018: 2 of 6 companies on the "Worse" side.

11 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 26 companies compared. The sentences above are computed from all 26.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-07RestatedEarnings

    「Revenue from imported brands declined year on year because supplies of Tannoy products had not recovered and sales of large Klipsch speakers were weak.」

    The company reconfirmed that supplies of Tannoy products had not recovered.
  2. FY2026WorsenedAnnual report

    「For imported brands, product supply for the Tannoy brand did not recover, and sales failed to reach the previous year's level.」

    For the Tannoy brand, product supply did not recover after the transfer of production facilities, and sales fell below the previous year's level. Challenges related to ensuring a stable product supply continued.
  3. FY2026-H1WorsenedAnnual report

    「For imported brands, performance was weak because product supply for the Tannoy brand became unstable following the transfer of production facilities.」

    For the Tannoy brand, product supply became unstable following the transfer of production facilities, resulting in weak sales. The challenges associated with ensuring a stable product supply became more apparent.
  4. FY2022AdvancedAnnual report

    「In the B2B business, sales of professional equipment remained strong, supported by recovering market conditions worldwide and the resumption of supply for product lines that had undergone design changes due to difficulties procuring components.」

    Supply of product lines that underwent design changes in response to difficulties procuring components resumed, supporting strong sales of professional equipment.
  5. FY2021AdvancedAnnual report

    「While the head office SCM division centrally manages global product supply and demand and component procurement, the Group will increase near-term product supply by making design changes and revising new product launch plans in each business as necessary. As a medium- to long-term measure, it is also rebuilding a product supply system capable of responding quickly to fluctuations in demand by reviewing component selection policies for new products, appropriately stockpiling core components and expanding its external production partners.」

    The use of external production partners was developed into a concrete plan to rebuild the supply system, including centralized management of supply, demand and procurement by the SCM division, design changes, component stockpiling and partner expansion.
  6. FY2020First statedAnnual report

    「For product supply, the Group will continue to actively use external production partners, initially engaged to rapidly expand its equipment lineup, in order to ensure a stable supply of products.」

    The Group indicated a policy of expanding the purpose of using external production partners beyond expanding the equipment lineup to include ensuring a stable product supply.
Moved together

"Growth in the Semiconductor Manufacturing Equipment Market and New Market Development" moved the same way as this thread, in the same document, in 3 of its 6 moves.

332222★123456
  1. ★This thread
  2. 1Growth in the Semiconductor Manufacturing Equipment Market and New Market Development3×
  3. 2Maintaining a Sound Financial Position and Efficient Capital Structure3×
  4. 3Launch of New High-Value-Added, High-Performance Audio and Information Equipment Products2×
  5. 4Financial Institutions’ Lending Stance and Funding Environment2×
  6. 5Improving the profitability of the audio equipment B2C business and achieving growth in new markets2×
  7. 6Return to operating profitability and narrowing losses2×

★ 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
Teac's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Earnings of 2026-08-07: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Stable Product Supply Through the Use of External Manufacturing Partners | TEAC CORPORATION (6803) | Komori