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Geomatec (6907) · RiskMitigated

Declining Orders Due to Weak Production Machinery and R&D Investment Conditions

First written in FY2024-Q2. 4 of 7 entries say "Restated". Latest entry: FY2026.

7entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2024-Q2 – FY2025MitigatedFY2026-H1 – FY20262023: 120232024: 320242025: 220252026: 12026
Same theme, other companies
Sensitivity to industrial economic conditions and capital investment trends in Japan and overseasA theme 89 companies write about · 89 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2020: 61 of 76 companies on the "Worse" side.

21 other companies' latest entry also says "Mitigated".

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 89 companies compared. The sentences above are computed from all 89.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「Sales of nanostructured products such as g.moth® and g.slip® and orders for various test substrates remained stable among other thin-film products. Sales of materials related to deposition processing also increased substantially.」

    In areas related to capital investment and development investment that had previously been considered weak, orders and sales of nanostructured products, test substrates, and materials related to film deposition processing remained stable or increased.
  2. FY2026-H1MitigatedAnnual report

    「Orders for nanostructured products such as g.moth® and g.slip® continued to be firm. In addition, orders for other thin-film products, such as test substrates, increased, while sales of materials related to deposition processing also rose substantially.」

    In areas where weakness in the environment for capital investment and development investment had previously been disclosed, orders and sales of nanostructured products, test substrates and materials related to thin-film deposition and processing were described as solid or increasing, indicating improvement in actual performance.
  3. FY2025RestatedAnnual report

    「Although signs of recovery have emerged in the environment for capital investment and development investment, orders for other thin-film products remained sluggish.」

    Although there are signs of recovery in the capital investment and development investment environment, orders for related products and prototype projects remain sluggish, it has reconfirmed. Meanwhile, sales from solution transactions increased substantially.
  4. FY2025-H1RestatedAnnual report

    「Orders for related products and prototypes of other thin-film products and related materials remained sluggish, as the environment for capital investment and development investment continued to weaken.」

    The company is reaffirming that orders for related products and prototypes remain difficult due to weak conditions for capital expenditure and development investment.
  5. FY2024RestatedAnnual report

    「For other products, the company pursued sales activities for a wide range of products, but conditions remained difficult because orders for related products and prototype projects remained sluggish amid weakness in the capital expenditure and development investment environment, and sales of deposition-related components declined.」

    The company has reconfirmed for the full fiscal year that sales of related products, prototype projects and film-deposition-related materials remain weak due to the weak environment for capital investment and development investment.
  6. FY2024-Q3RestatedAnnual report

    「In Other, the company pursued sales activities for a wide variety of products, but performance remained weak as the recovery in orders for related products and prototype projects was delayed because the environment for capital investment and development investment remained subdued.」

    Weakness in the production machinery and development investment environment continued, delaying a recovery in orders for related products and prototype projects, while Other Products remained sluggish.
  7. FY2024-Q2First statedAnnual report

    「For Other, the company pursued sales activities for a wide range of products, but orders for related products and prototype projects declined as the environment for capital expenditure and development investment continued to weaken.」

    The company disclosed, for the first time, weakness in the capital expenditure and development investment environment as a standalone external risk, explaining that the actual impact had emerged as declining orders for related products and prototype projects.
Moved together

"Reducing the Relative Exposure to the Mobile Device Market" moved the same way as this thread, in the same document, in 2 of its 7 moves.

22222★12345
  1. ★This thread
  2. 1Reducing the Relative Exposure to the Mobile Device Market2×
  3. 2Expansion into Automotive, In-Vehicle, Medical and Infrastructure Markets and Prototype Development2×
  4. 3Building a New Business Model Centered on Customer Solutions2×
  5. 4Reconfiguring the Product and Business Portfolios and Creating New Businesses2×
  6. 5Transition to a Business Structure That Generates Stable Operating Cash Flow2×

★ 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.

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Declining Orders Due to Weak Production Machinery and R&D Investment Conditions | GEOMATEC CO.,LTD. (6907) | Komori