Komori
The Lead Co. (6982) · RiskWorsened

Downward pressure on profits from ineligibility for Employment Adjustment Subsidies

First written in FY2024-Q1. 5 of 7 entries say "Worsened", first in FY2024-Q3. Latest entry: FY2026.

7entries
4years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2024-Q1WorsenedFY2024-Q3 – FY2025MitigatedFY2026-H12023: 120232024: 320242025: 220252026: 12026
Same theme, other companies
Recognition of Employment Adjustment Subsidy Income and Subsequent DeclineA theme 47 companies write about · 10 as a headwind · 36 as a tailwind

The Lead Co. moved to the "Worse" side of this theme in 2026, 2 years after the typical company in this theme (2024).

The whole theme swung hardest in 2025: 2 of 8 companies on the "Worse" side.

0 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 47 companies compared. The sentences above are computed from all 47.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Subsidy income −¥1.441 million −¥1.173 million」

    Subsidy income decreased from ¥1.441 million in the previous fiscal year to ¥1.173 million in the current fiscal year. Support for profit from subsidies weakened compared with the previous fiscal year.
  2. FY2026-H1MitigatedAnnual report

    「Subsidy income — ¥800 thousand」

    Subsidy income was ¥800 thousand during the current interim accounting period, up from none in the same period of the previous year. Subsidies have again provided limited support for profit.
  3. FY2025WorsenedAnnual report

    「Subsidy income −¥2.662 million −¥1.441 million」

    Subsidy income decreased from ¥2.662 million in the previous fiscal year to ¥1.441 million, weakening the support for profit provided by employment adjustment subsidies and other subsidies.
  4. FY2025-H1WorsenedAnnual report

    「Subsidy income ¥570 thousand —」

    There was no subsidy income during the current interim accounting period, down from ¥570 thousand in the same period of the previous year. The downward pressure on profit from ineligibility for employment adjustment subsidies has continued.
  5. FY2024WorsenedAnnual report

    「Subsidy income ¥45.455 million ¥2.662 million」

    Subsidy income fell sharply from ¥45.455 million in the previous fiscal year to ¥2.662 million. While the use of employment adjustment subsidies was cited as a measure to limit the decline in earnings, the decrease in subsidy income is reflected in the full-year figures.
  6. FY2024-Q3WorsenedAnnual report

    「Subsidy income ¥28.966 million ¥2.637 million」

    Subsidy income fell sharply from ¥28.966 million in the same period of the previous year to ¥2.637 million. The downward pressure on profit from ineligibility for employment adjustment subsidies, described in the previous period, is also reflected numerically in non-operating income for the nine months ended the third quarter.
  7. FY2024-Q1First statedAnnual report

    「As this fiscal year is a cooling-off period for employment adjustment subsidies and we are therefore ineligible to receive them, ordinary profit decreased 29.6% and quarterly net profit decreased 32.8% compared with the same period of the previous year.」

    For the first time, we stated that this fiscal year falls within the cooling-off period for employment adjustment subsidies and that our ineligibility to receive them was a factor behind the decline in profit. Ordinary profit decreased 29.6% and quarterly net profit decreased 32.8% year on year.
Moved together

"Building a Revenue Structure That Generates Stable Profits" moved the same way as this thread, in the same document, in 5 of its 7 moves.

554332★123456
  1. ★This thread
  2. 1Building a Revenue Structure That Generates Stable Profits5×
  3. 2Strengthening Cost Competitiveness by Improving Production Efficiency and Managing Major Expenses5×
  4. 3Rising Material and Labor Costs and Losses on New-Order Product Launches4×
  5. 4Recovery and expansion of sales and improvement of the earnings structure in the proprietary products business3×
  6. 5Dependence on Interest-Bearing Debt and Rising Interest Rates3×
  7. 6Expanding New Orders for Automotive Parts2×

★ 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
The Lead Co.'s next results are scheduled for 2026-11-10. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Downward pressure on profits from ineligibility for Employment Adjustment Subsidies | The Lead Co.,Inc. (6982) | Komori