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Icom (6820) · FactWorsenedLatest Earnings (2026-08-14): "Mitigated"

Revenue growth from amateur radio communications equipment driven by stay-at-home demand

First written in FY2021-Q3. 7 of 17 entries say "Advanced", first in FY2021. Latest entry: 2026-08-14.

17entries
6years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022-Q3 – FY2023-Q1AdvancedFY2024-Q1 – FY2025-H1WorsenedFY2026-H1 – 2026-05-222021: 420212022: 320222023: 420232024: 220242025: 120252026: 32026
Same theme, other companies
Fluctuations in amateur radio equipment sales driven by stay-at-home demandA theme 1 companies write about · 0 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026-H1WorsenedAnnual report

    「In addition, revenue from amateur radio communications equipment decreased because existing products had reached maturity and customers held back purchases ahead of the launch of new products.」

    Amateur radio communications equipment shifted from a period of revenue growth driven by previously strong demand to lower revenue as core products matured and customers held back purchases ahead of new product launches.
  2. FY2025-H1AdvancedAnnual report

    「Revenue from amateur radio communications equipment increased, supported by solid demand and new products.」

    Revenue from amateur radio communications equipment turned higher in the current interim period, from the previous fiscal year’s full-year decline caused by difficulties procuring materials, against a backdrop of solid demand and new products.
  3. FY2024-Q3AdvancedAnnual report

    「In addition, revenue from amateur radio communications equipment increased, supported by continued strong demand, while signs of improvement emerged in the procurement of electronic components and other raw materials for marine radio communications equipment, resulting in higher revenue for both products.」

    Revenue from amateur radio communications equipment increased against a backdrop of strong demand, while revenue from marine radio communications equipment also increased as procurement conditions improved. Recovery is continuing from the previous fiscal year’s full-year period of lower revenue caused by difficulties procuring materials.
  4. FY2024-Q2AdvancedAnnual report

    「In addition, revenue from amateur radio communications equipment increased, supported by continued strong demand, while signs of improvement emerged in the procurement of electronic components and other raw materials for marine radio communications equipment, resulting in higher revenue for both products.」

    Revenue from amateur radio communications equipment increased against a backdrop of strong demand despite continued difficulties procuring materials. Recovery is continuing from the previous fiscal year’s full-year period of lower revenue, mainly in overseas markets.
  5. FY2024-Q1AdvancedAnnual report

    「Revenue from amateur radio communications equipment increased on continued strong demand.」

    Despite continued difficulties procuring materials, revenue from amateur radio communications equipment increased this quarter against a backdrop of strong demand. Recovery is progressing on a quarterly basis from the previous fiscal year’s full-year period of lower revenue, mainly in overseas markets.
  6. FY2023WorsenedAnnual report

    「Demand for amateur radio communications equipment remained strong, but revenue decreased because the company was significantly affected by difficulties procuring materials, particularly in overseas markets.」

    Although strong demand continued, full-year revenue decreased, particularly in overseas markets, because of difficulties procuring materials. Unlike the recovery trend in each quarter indicated in the previous quarter, the effects of supply constraints remained on a full-year basis.
  7. FY2023-Q3AdvancedAnnual report

    「Revenue from amateur radio communications equipment decreased because the company was significantly affected by difficulties procuring materials, but as its response gradually progressed, revenue in the second and third quarters turned higher year on year.」

    Although cumulative revenue decreased because of difficulties procuring materials, the company’s response progressed and revenue in each of the second and third quarters turned higher year on year. The recovery under supply constraints is progressing.
  8. FY2023-Q2AdvancedAnnual report

    「Revenue from amateur radio communications equipment decreased from the previous consolidated fiscal year because the company was significantly affected by production cuts and unable to meet strong demand in Europe and North America, but revenue shifted to a growth trend in the second quarter.」

    Although cumulative revenue decreased year on year because of production cuts for electronic components and other materials, the disclosure describes a specific recovery, with revenue shifting to a growth trend in the second quarter.
  9. FY2023-Q1RestatedAnnual report

    「Revenue from amateur radio communications equipment decreased year on year because the company was unable to meet strong demand in Europe and North America, having been significantly affected by difficulties obtaining electronic components and other materials.」

    The disclosure continues to describe a situation in which strong demand persists in Europe and North America, but the company is unable to capture that demand because of difficulties obtaining electronic components and other materials and resulting production cuts, leading to lower revenue.
  10. FY2022-Q3RestatedAnnual report

    「Amateur radio communications equipment struggled to grow year on year because production cuts prevented the company from meeting strong demand.」

    The disclosure continues to describe a situation in which strong demand for amateur radio equipment persists, but the company is unable to capture that demand because of production cuts, resulting in sluggish growth.
  11. FY2022-Q2WorsenedAnnual report

    「Amateur radio communications equipment struggled to grow because production cuts prevented the company from meeting strong demand.」

    Although demand for amateur radio communications equipment itself remained strong, production cuts caused by shortages of raw materials prevented the company from capturing that demand, shifting the business from a period of revenue growth driven by stay-at-home demand to one of sluggish growth caused by supply constraints.
  12. FY2022-Q1RestatedAnnual report

    「Revenue from amateur radio communications equipment also increased as strong demand continued, mainly in Europe and North America.」

    The disclosure states that strong demand for amateur radio communications equipment, driven by stay-at-home demand and the impact of new products, continued this quarter, mainly in Europe and North America.
  13. FY2021AdvancedAnnual report

    「By product category, revenue increased as amateur radio communications equipment performed well, mainly in Japan, Europe and North America, driven by the impact of new products as well as rising stay-at-home demand.」

    The disclosure states that stay-at-home demand, together with the impact of new products, drove full-year revenue growth in amateur radio communications equipment in Japan, Europe and North America.
  14. FY2021-Q3First statedAnnual report

    「Revenue increased as amateur radio communications equipment performed well, mainly in Europe and North America, driven by the impact of new products as well as rising stay-at-home demand.」

    Stay-at-home demand during the COVID-19 pandemic was identified independently for the first time as a factor driving higher revenue from amateur radio communications equipment, mainly in Europe and North America. Sales to external customers in Europe increased 32.0% year on year, while amateur radio communications equipment also generated higher revenue in North America.
Moved together

"Expanding into Global Markets and Broadening Regional Sales Channels" moved the same way as this thread, in the same document, in 10 of its 17 moves.

1097444★123456
  1. ★This thread
  2. 1Expanding into Global Markets and Broadening Regional Sales Channels10×
  3. 2Declines in operating income and ordinary income despite higher sales9×
  4. 3Market Price Risk Relating to Securities and Investment Securities7×
  5. 4Significant Increase in Inventories4×
  6. 5Raw Material Procurement and Price Risks from War, Epidemics and Disasters4×
  7. 6Risk of economic downside from geopolitical risks and political uncertainty4×

★ 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 Icom yet. It last moved in the Earnings of 2026-08-14: "Mitigated".
News
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Revenue growth from amateur radio communications equipment driven by stay-at-home demand | ICOM INCORPORATED (6820) | Komori