Komori
Leader Electronics (6867) · RiskRestated

Problems at Contract Manufacturers and Delays in Transferring Production to Alternatives

First written in FY2016. 12 of 14 entries say "Restated". Latest entry: FY2026-H1.

14entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019RestatedFY2021-Q3 – FY2026-H12016: 120162017: 120172018: 120182019: 220192020: 120202021: 320212022: 220222023: 120232024: 120242025: 12025
Same theme, other companies
Reliance on an Outsourced Production SystemA theme 47 companies write about · 47 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2020: 4 of 23 companies on the "Worse" side.

23 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 47 companies compared. The sentences above are computed from all 47.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new business risks and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    The company has disclosed that there have been no material changes in the existing risks relating to issues with contract manufacturers and delays in transferring production to alternatives.
  2. FY2025-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new business risks and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    The company has disclosed that there have been no material changes in the existing risks relating to issues with contract manufacturers and delays in transferring production to alternatives.
  3. FY2023-Q3RestatedAnnual report

    「During the nine-month period ended in the third quarter, there was no occurrence of any new business or other risk, nor any material change in the business or other risks described in the annual securities report for the previous fiscal year.」

    The company has disclosed that there have been no material changes in the risks relating to issues with contract manufacturers and delays in transferring production to alternatives.
  4. FY2023-Q2RestatedAnnual report

    「During the six-month period ended [current second quarter], there were no new business risks and no material changes to the business risks described in the prior fiscal year's annual securities report.」

    The company has disclosed that there have been no material changes in the risks relating to issues with contract manufacturers and delays in transferring production to alternatives.
  5. FY2023-Q1RestatedAnnual report

    「During the first quarter of the current fiscal year, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company has disclosed that there have been no material changes in the risks relating to issues with contract manufacturers and delays in transferring production to alternatives.
  6. FY2022-Q2RestatedAnnual report

    「During the six-month period ended [current second quarter], there were no new business risks and no material changes to the business risks described in the prior fiscal year's annual securities report.」

    The company has disclosed that there have been no material changes in the risks relating to issues with contract manufacturers and delays in transferring production to alternatives.
  7. FY2022-Q1RestatedAnnual report

    「During the first quarter of the current fiscal year, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company has disclosed that there have been no material changes in the risks relating to issues with contract manufacturers and delays in transferring production to alternatives.
  8. FY2021-Q3RestatedAnnual report

    「During the nine-month period ended in the third quarter, there was no occurrence of any new business or other risk, nor any material change in the business or other risks described in the annual securities report for the previous fiscal year.」

    The company has disclosed that there have been no material changes in the risks relating to issues with contract manufacturers and delays in transferring production to alternatives.
  9. FY2020MitigatedAnnual report

    「The company's products do not depend on any specialized manufacturing technology of its contract manufacturers and can be produced using standard manufacturing technology. In addition, because the company manages all product-specific technologies and know-how itself, it believes that production can be transferred to another manufacturer even if production outsourcing becomes impossible due to a deterioration in the financial condition of a contract manufacturer, production capacity issues, quality problems or other factors.」

    In response to the risk of delays in transferring production to an alternative contract manufacturer, the company explicitly states that its products can be manufactured using standard manufacturing technology and that it manages its proprietary technologies and know-how in-house.
  10. FY2019RestatedAnnual report

    「However, if an alternative contract manufacturer cannot be secured quickly or the transfer takes a long time to complete, this could affect the group's performance.」

    The risk that securing an alternative supplier or transferring production could take time if an issue arises with a contract manufacturer continues.
  11. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter of the fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company has disclosed that there have been no material changes in the risks relating to issues with contract manufacturers and delays in transferring production to alternatives.
  12. FY2018RestatedAnnual report

    「However, if an alternative contract manufacturer cannot be secured quickly or the transfer takes a long time to complete, this could affect the group's performance.」

    The risk that securing an alternative supplier or transferring production could take time if an issue arises with a contract manufacturer continues.
  13. FY2017RestatedAnnual report

    「However, if an alternative contract manufacturer cannot be secured quickly or the transfer takes a long time to complete, this could affect the group's performance.」

    The risk of delays in transferring production from an external contract manufacturer to an alternative supplier has been reaffirmed.
  14. FY2016First statedAnnual report

    「However, if an alternative contract manufacturer cannot be secured quickly or the transfer takes a long time to complete, this could affect the group's performance.」

    Risk of delays in switching contract manufacturers and transferring production under the fabless model.
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
Leader Electronics's next results are scheduled for 2026-11-05. Read the earnings preview
News
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