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Furuno Electric (6814) · RiskMitigatedLatest Revision of earnings forecasts (2026-10-09): "Worsened"

Supply Chain Disruptions and Inadequate CSR Procurement

First written in FY2021. 5 of 12 entries say "Worsened", first in FY2022-Q3. Latest entry: 2026-10-09.

12entries
6years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2022-Q2 – FY2023-Q3MitigatedFY2024-Q1 – FY20242021: 220212022: 320222023: 320232024: 220242025: 020252026: 22026
Same theme, other companies
Procurement Disruption of Raw Materials and Components and Supplier Business Continuity RiskA theme 80 companies write about · 80 as a headwind · 0 as a tailwind

Furuno Electric moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.

The whole theme swung hardest in 2021: 35 of 55 companies on the "Worse" side.

26 other companies' latest entry also says "Worsened".

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 80 companies compared. The sentences above are computed from all 80.
Full recordFilings, disclosures and news, newest first
  1. FY2024MitigatedAnnual report

    「The material procurement environment largely normalized, and overseas sales remained strong, supported by the tailwind of continued yen depreciation amid robust demand.」

    The material procurement environment largely normalized, and the previously evident risks from supply constraints weakened.
  2. FY2024-Q3MitigatedAnnual report

    「The material procurement environment largely normalized, and overseas sales remained strong, supported by the tailwind of continued yen depreciation amid robust demand.」

    The material procurement environment largely normalized, and the risks caused by supply constraints weakened further.
  3. FY2024-Q2MitigatedAnnual report

    「Against a backdrop of recovery in the material procurement environment, the Group increased production to reduce its high order backlog and normalize delivery times. In response to higher costs caused by soaring material prices, it promoted price management in each region, including passing those costs on to selling prices, and worked to optimize profit margins.」

    The material procurement environment recovered, and the company increased production in response to supply constraints. It is also working to pass on higher costs caused by soaring material prices to selling prices.
  4. FY2024-Q1MitigatedAnnual report

    「In addition, as difficulty obtaining materials has begun to ease, overseas sales remained strong.」

    The explanation changed to state that, although supply chain constraints caused by difficulty obtaining materials remain, conditions are improving.
  5. FY2023-Q3MaterialisedAnnual report

    「The effects of lost sales opportunities due to production delays caused by difficulty obtaining materials, as well as soaring material prices, continue.」

    The previously identified risk of supply shortages has materialized in actual results as the continuing effects of lost sales opportunities due to production delays and soaring material prices.
  6. FY2023-Q2WorsenedAnnual report

    「The effects of lost sales opportunities due to production delays caused by difficulty obtaining materials, as well as soaring material prices, continue.」

    The effects of production delays and lost sales opportunities caused by material shortages, together with soaring material prices, continue, indicating that supply chain risks remain evident in actual results.
  7. FY2023-Q1WorsenedAnnual report

    「In addition to intensifying inflationary pressure from soaring resource prices and logistics costs and shortages of materials, heightened tensions over the situation in Ukraine and stronger economic sanctions against Russia contributed to supply chain disruption.」

    With shortages of materials continuing, soaring resource prices and logistics costs, together with geopolitical factors, increased concerns about supply chain disruption and higher costs.
  8. FY2022-Q3WorsenedAnnual report

    「While producing products to meet strong customer demand, the Group continues to face shortages of raw materials, components and other items. If resulting production delays affect product sales, or if significant fluctuations in raw material and component prices cause product costs to rise, the Group’s business results and financial position may be adversely affected.」

    The company explicitly identified the risks of production delays arising from continuing shortages of raw materials and components, as well as higher product costs due to significant price fluctuations. It also described measures including centralized management of procurement-source information, evaluations of suppliers’ business risks and support for CSR procurement.
  9. FY2022-Q2MaterialisedAnnual report

    「Shortages of raw materials, components and other items are currently continuing. If this situation persists and production delays affect product sales, the Group’s business results and financial position may be adversely affected.」

    Supply constraints in the supply chain, previously disclosed as a risk, have materialized as actual shortages of raw materials, components and other items. The company also disclosed the potential impact of production delays on sales if the shortages continue.
  10. FY2021First statedAnnual report

    「If major impacts on the supply chain arise from unforeseeable natural disasters, accidents or other events, restrictions or discontinuation of component supplies due to deterioration in a supplier’s financial condition, or supply constraints caused by increased market demand, the Group’s business results and financial position may be affected.」

    The company has, for the first time, organized as major risks the effects on component supplies and sales of natural disasters, deteriorating supplier finances, increased demand and suppliers’ inadequate CSR practices.
Moved together

"Recognition of impairment losses" moved the same way as this thread, in the same document, in 9 of its 12 moves.

974443★123456
  1. ★This thread
  2. 1Recognition of impairment losses9×
  3. 2Decline in Revenue and Profit7×
  4. 3Dividend Returns to Shareholders4×
  5. 4Growth in Industrial Business Sales and Varying Performance by Product4×
  6. 5Higher Revenue and Profit in Other Businesses4×
  7. 6Improvement in Cash Flow from Operating Activities3×

★ 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
No upcoming earnings preview for Furuno Electric yet. It last moved in the Revision of earnings forecasts of 2026-10-09: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Supply Chain Disruptions and Inadequate CSR Procurement | FURUNO ELECTRIC CO.,LTD. (6814) | Komori