Komori
Toa (6809) · RiskFirst stated

Risk of earnings volatility due to second-half concentration

First written in FY2026. . Latest entry: FY2026.

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How it moved
Same theme, other companies
Earnings weighted toward the second half due to customer budget execution and the product development cycleA theme 26 companies write about · 26 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2024: 4 of 13 companies on the "Worse" side.

0 other companies' latest entry also says "First stated".

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Showing 14 of the 26 companies compared. The sentences above are computed from all 26.
Full recordFilings, disclosures and news, newest first
  1. FY2026First statedAnnual report

    「Because the timing of budget execution by government agencies and for private-sector capital investment tends to be concentrated in the second half, the Group's sales and profit tend to be higher in the second half than in the first half.」

    For the first time, the concentration of sales and profit in the second half due to the timing of budget execution by government agencies and for private-sector capital investment was explicitly identified as an independent risk.
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
Toa's next results are scheduled for 2026-11-04. Read the earnings preview
News
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