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Acmos (6888) · RiskRestated

Concentration of sales among certain comprehensive electrical equipment manufacturers and their group companies

First written in FY2016. 2 of 7 entries say "Softened", first in FY2021. Latest entry: FY2026.

7entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016WorsenedFY2018SoftenedFY2020 – FY2022RestatedFY2023 – FY20262016: 12017: 020172018: 120182019: 020192020: 120202021: 120212022: 120222023: 120232024: 020242025: 020252026: 12026
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 315 companies write about · 329 as a headwind · 3 as a tailwind

The whole theme swung hardest in 2026: 39 of 122 companies on the "Worse" side.

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 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 333 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「Sales in the company's IT solutions business are concentrated among customers of a specific integrated electronics manufacturer and its group companies.」

    The Group continues to disclose the risks of sales concentration on specific general electronics manufacturers and their group companies, and fluctuations arising from changes in customers’ performance and contracts.
  2. FY2023RestatedAnnual report

    「Sales are concentrated among customers of a specific integrated electronics manufacturer and its group companies. Although sales are diversified by industry, sales may fluctuate due to changes in customers' business performance and contract terms.」

    The company continues to disclose the risk of concentrated sales to specific customers and the possibility of sales fluctuations due to industry diversification and changes in contract terms.
  3. FY2022SoftenedAnnual report

    「Hitachi Construction Machinery Co., Ltd. 435,039 9.4」

    The sales ratio of major customer Hitachi Construction Machinery fell from 10.0% in the previous fiscal year to 9.4%, and there were no customers accounting for 10% or more of sales in the current fiscal year. The risk of dependence on specific customers itself continues to be disclosed.
  4. FY2021SoftenedAnnual report

    「Hitachi Construction Machinery Co., Ltd. 454,035 10.0」

    The sales ratio of major customer Hitachi Construction Machinery fell from 13.3% in the previous fiscal year to 10.0%, but the risk of concentrated sales to a specific customer continues.
  5. FY2020ReframedAnnual report

    「Hitachi, Ltd. 294,452 6.0 Hitachi Construction Machinery Co., Ltd. 647,762 13.3」

    The composition of major customers changed. Hitachi, Ltd.'s sales ratio fell from 16.3% in the previous fiscal year to 6.0%, while Hitachi Construction Machinery's sales ratio was 13.3%. The risk of dependence on specific customers continues, although the customer identified as the concentration target has changed.
  6. FY2018WorsenedAnnual report

    「Hitachi,Ltd.」

    The sales ratio of Hitachi, Ltd., a major customer, rose from 10.1% in the previous fiscal year to 17.8% in the current fiscal year, quantitatively intensifying the concentration of sales in a specific customer.
  7. FY2016First statedAnnual report

    「Sales in the company's IT solutions business are concentrated among customers of a specific integrated electronics manufacturer and its group companies.」

    The company indicates the risk that sales may fluctuate due to changes in customers' business performance and contract terms.
Moved together

"Geopolitical Risks in East Asia and Uncertainty Surrounding US Policymaking" moved the same way as this thread, in the same document, in 3 of its 7 moves.

322222★123456
  1. ★This thread
  2. 1Geopolitical Risks in East Asia and Uncertainty Surrounding US Policymaking3×
  3. 2Business transformation through specialization2×
  4. 3Risk of Reduced Customer IT Investment Due to Economic Fluctuations2×
  5. 4Risk of Unprofitable Projects Due to Development Effort Overruns and Defects in Contracted Systems Development2×
  6. 5Your security partner in 3 years, your security manufacturer in 10 years2×
  7. 6Medium-Term Management Plan I: Net Sales, Profit, ROE and Value Added per Hour Targets2×

★ 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
Acmos's next results are scheduled for 2026-10-30. Read the earnings preview
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Concentration of sales among certain comprehensive electrical equipment manufacturers and their group companies | ACMOS INC. (6888) | Komori