Komori
Gmb (7214) · RiskWorsened

Demand fluctuations in overseas aftermarket parts markets

First written in FY2017-Q1. 14 of 35 entries say "Worsened", first in FY2017-Q2. Latest entry: 2026-08-07.

35entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2020-Q1 – FY2021-Q2WorsenedFY2025-H1 – 2026-08-072016: 220162017: 420172018: 420182019: 320192020: 420202021: 420212022: 420222023: 320232024: 220242025: 220252026: 32026
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  1. 2026-08-07WorsenedResults

    「ベアリングは、海外補修用部品市場におけるテンショナー・アイドラー・ベアリングの販売が減少したことなどにより、売上高は3,178百万円(同2.2%減)となりました。」

    海外補修用部品市場での販売減少が第1四半期にも継続した。
  2. FY2026WorsenedAnnual report

    「Revenue in the Bearings segment was ¥14,587 million, down 4.8%, owing mainly to lower sales of tensioners, idlers and bearings in overseas aftermarket parts markets.」

    Sales of tensioners, idlers and bearings continued to decline in overseas aftermarket parts markets, and Bearings revenue fell 4.8% year on year.
  3. 2026-05-18WorsenedResults

    「海外補修用部品市場におけるテンショナー・アイドラー・ベアリングの販売が減少したことなどにより、売上高は14,587百万円(同4.8%減)となりました。」

    海外補修用部品市場での販売減少が通期で継続した。
  4. FY2026-H1WorsenedAnnual report

    「Revenue in the Bearings segment was ¥7,075 million, down 9.1%, owing mainly to lower sales of tensioners, idlers and bearings in overseas aftermarket parts markets.」

    The disclosure again explicitly cited lower sales of tensioners, idlers and bearings in overseas aftermarket parts markets, and Bearings revenue fell 9.1% year on year.
  5. FY2025WorsenedAnnual report

    「Revenue in the Bearings segment was ¥15,326 million, down 0.9%, owing mainly to lower sales of tensioners, idlers and bearings in overseas aftermarket parts markets.」

    Sales of tensioners, idlers and bearings continued to decline in overseas aftermarket parts markets, and Bearings revenue fell 0.9% year on year.
  6. FY2025-H1WorsenedAnnual report

    「As a result of lower water pump sales in overseas aftermarket parts markets and higher logistics costs, revenue was ¥7,607 million, down 5.4% year on year, and the segment posted a loss of ¥46 million, compared with profit of ¥124 million in the same period of the previous year.」

    Water pump sales declined in overseas aftermarket parts markets, and the Japan segment turned from profit in the same period of the previous year to a loss.
  7. FY2024-Q3Lower aftermarket universal joint sales and higher constant-velocity joint and valve spool sales for new vehiclesAnnual report

    「Revenue in the Drive, Transmission and Steering Components segment was ¥32,472 million, up 9.6% year on year, as higher sales of constant-velocity joints and valve spools in the new-vehicle parts market more than offset lower universal joint sales in overseas aftermarket parts markets.」

    Universal joint sales in overseas aftermarket markets declined, while sales of constant-velocity joints and valve spools for new vehicles increased, resulting in higher segment revenue.
  8. FY2024-Q1Lower aftermarket universal joint sales and higher constant-velocity joint sales for new vehiclesAnnual report

    「Revenue in the Drive, Transmission and Steering Components segment was ¥9,888 million, up 4.0% year on year, as higher sales of constant-velocity joints for new vehicles more than offset lower universal joint sales in overseas aftermarket parts markets.」

    Universal joint sales declined in overseas aftermarket parts markets, while constant-velocity joint sales increased in the new-vehicle parts market, resulting in a 4.0% increase in segment revenue.
  9. FY2023AdvancedAnnual report

    「Revenue in the Bearings segment was ¥13,563 million, up 24.3%, owing mainly to the expansion of products handled, including hub bearings, in overseas aftermarket parts markets.」

    The range of products handled in overseas aftermarket parts markets was expanded, and Bearings revenue was ¥13,563 million, up 24.3% year on year.
  10. FY2023-Q3MitigatedAnnual report

    「Revenue in the Drive, Transmission and Steering Components segment was ¥29,622 million, up 9.3% year on year, owing mainly to higher sales of universal joints in overseas aftermarket parts markets and the European new-vehicle parts market, as well as higher sales of constant-velocity joints in the South Korean new-vehicle parts market.」

    Sales of universal joints and other products continued to increase in overseas aftermarket parts markets, and revenue in the related segment rose 9.3% year on year.
  11. FY2023-Q2RestatedAnnual report

    「During the cumulative second quarter of the current fiscal year, the Group continued developing electrification-related products, including electric water pumps, mainly in South Korea, while sales of overseas aftermarket parts progressed steadily.」

    The disclosure continued to state that sales of overseas aftermarket parts progressed steadily.
  12. FY2023-Q1AdvancedAnnual report

    「Revenue in the Drive, Transmission and Steering Components segment was ¥9,505 million, up 2.8% year on year, owing mainly to higher sales of universal joints in overseas aftermarket parts markets and the European new-vehicle parts market.」

    Universal joint sales continued to increase in overseas aftermarket parts markets, and revenue in the related segment rose 2.8% year on year.
  13. FY2022MitigatedAnnual report

    「Revenue in the Bearings segment was ¥10,908 million, up 28.9%, owing mainly to higher sales of tensioners, idlers and bearings in overseas aftermarket parts markets.」

    Higher sales of tensioners, idlers and bearings in overseas aftermarket parts markets, where sales had continued to decline, were confirmed for the full fiscal year.
  14. FY2022-Q3RestatedAnnual report

    「Revenue in the Bearings segment was ¥7,815 million, up 28.2%, owing mainly to higher sales of tensioners, idlers and bearings in overseas aftermarket parts markets.」

    The disclosure continued to cite higher sales of bearing-related products in overseas aftermarket parts markets.
  15. FY2022-Q2MitigatedAnnual report

    「Revenue in the Bearings segment was ¥5,094 million, up 27.4%, owing mainly to higher sales of tensioners, idlers and bearings in overseas aftermarket parts markets.」

    The disclosure reported higher sales of tensioners, idlers and bearings in overseas aftermarket parts markets, where sales had continued to decline.
  16. FY2022-Q1MitigatedAnnual report

    「Revenue in the Bearings segment was ¥2,326 million, up 12.3%, owing mainly to higher sales of tensioners, idlers and bearings in overseas aftermarket parts markets.」

    The disclosure reported higher sales of tensioners, idlers and bearings in overseas aftermarket parts markets, where sales had previously continued to decline.
  17. FY2021RestatedAnnual report

    「Revenue in the Bearings segment was ¥8,462 million, down 15.7% from the previous fiscal year, owing mainly to lower sales of tensioners, idlers and bearings in overseas aftermarket parts markets.」

    Sales of bearing-related products in overseas aftermarket parts markets continued to decline for the full fiscal year.
  18. FY2021-Q3Decline in sales continued, but the rate of decline narrowedAnnual report

    「Revenue in the Bearings segment was ¥6,097 million, down 14.9%, owing mainly to lower sales of tensioners, idlers and bearings in overseas aftermarket parts markets.」

    Sales of tensioners, idlers and bearings in overseas aftermarket parts markets continued to decline, but the year-on-year revenue decline narrowed from 17.7% in the cumulative second quarter to 14.9%.
  19. FY2021-Q2WorsenedAnnual report

    「Revenue in the Bearings segment was ¥4,000 million, down 17.7%, owing mainly to lower sales of tensioners, idlers and bearings in overseas aftermarket parts markets.」

    Sales of tensioners, idlers and bearings continued to decline in overseas aftermarket parts markets, and revenue in the Bearings segment fell 17.7% year on year.
  20. FY2021-Q1WorsenedAnnual report

    「Revenue in the Bearings segment was ¥2,072 million, down 11.1%, owing mainly to lower sales of tensioners, idlers and bearings in overseas aftermarket parts markets.」

    Sales of tensioners, idlers and bearings continued to decline in overseas aftermarket parts markets, resulting in an 11.1% year-on-year revenue decline.
  21. FY2020WorsenedAnnual report

    「Revenue in the Bearings segment was ¥10,037 million, down 9.5%, owing mainly to lower sales of tensioners, idlers and bearings in overseas aftermarket parts markets.」

    Sales of bearing-related products continued to decline in overseas aftermarket parts markets for the full fiscal year, resulting in a 9.5% revenue decline.
  22. FY2020-Q3WorsenedAnnual report

    「Revenue in the Bearings segment was ¥7,168 million, down 13.2%, owing mainly to lower sales of tensioners, idlers and bearings in overseas aftermarket parts markets.」

    Sales of bearing-related products continued to decline in overseas aftermarket parts markets, resulting in a 13.2% year-on-year revenue decline.
  23. FY2020-Q2WorsenedAnnual report

    「Revenue in the Engine Components segment was ¥8,578 million, down 1.7%, as efforts to expand distribution channels for electric water pumps in South Korea were more than offset by lower water pump sales in the South Korean new-vehicle parts market and overseas aftermarket parts markets, including the United States. Revenue in the Bearings segment was ¥4,858 million, down 11.8%, owing mainly to lower sales of tensioners, idlers and bearings in overseas aftermarket parts markets.」

    Sales of water pumps, tensioners, idlers and bearings continued to decline in overseas aftermarket parts markets, and revenue in the Bearings segment fell 11.8%.
  24. FY2020-Q1WorsenedAnnual report

    「Revenue in the Engine Components segment was ¥4,271 million, down 0.4%, as efforts to expand distribution channels for electric water pumps in South Korea were more than offset by lower water pump sales in overseas aftermarket parts markets, including the United States. Revenue in the Bearings segment was ¥2,330 million, down 12.4%, owing mainly to lower sales of tensioners, idlers and bearings in overseas aftermarket parts markets.」

    In overseas aftermarket parts markets, sales of tensioners, idlers and bearings continued to decline in addition to water pump sales.
  25. FY2019Declines in overseas aftermarket markets alongside product expansionAnnual report

    「Revenue in the Engine Components segment was ¥17,714 million, down 4.0%, as efforts to develop the market for electric water pumps in South Korea were more than offset by lower water pump sales in overseas aftermarket parts markets, including the United States and Southeast Asia. Revenue in the Bearings segment was ¥11,093 million, down 0.1%, as the expansion of products handled in overseas aftermarket parts markets was offset by lower sales of tensioners, idlers and bearings in the U.S. aftermarket parts market.」

    Sales of water pumps and other products continued to decline in the United States and Southeast Asia, while the expansion of products handled in overseas aftermarket markets provided a partial offset.
  26. FY2019-Q2Diverging sales trends by market and productAnnual report

    「Revenue in the Engine Components segment was ¥8,728 million, down 7.5%, owing mainly to lower water pump sales in overseas aftermarket parts markets, including the United States and Southeast Asia, and the Chinese new-vehicle parts market. Revenue in the Bearings segment was ¥5,505 million, up 2.4%, as the expansion of products handled in overseas aftermarket parts markets more than offset lower sales of tensioners, idlers and bearings in the U.S. aftermarket parts market.」

    Sales of water pumps and bearing-related products declined in the United States, Southeast Asia and other markets, while higher revenue from the expansion of products handled in overseas aftermarket parts markets was also reported, resulting in divergent trends.
  27. FY2019-Q1WorsenedAnnual report

    「Revenue in the Engine Components segment was ¥4,290 million, down 10.7%, owing mainly to lower water pump sales in overseas aftermarket parts markets, including the United States, and the Chinese new-vehicle parts market. Revenue in the Bearings segment was ¥2,660 million, up 1.5%, as higher sales in overseas aftermarket parts markets more than offset lower sales of tensioners, idlers and bearings in the U.S. aftermarket parts market.」

    Sales continued to decline in the U.S. aftermarket parts market, while increases were reported in some overseas aftermarket parts markets, resulting in divergent trends by market.
  28. FY2018MitigatedAnnual report

    「Revenue in the Drive, Transmission and Steering Components segment was ¥36,282 million, up 1.7% from the previous fiscal year, owing mainly to higher sales of universal joints in overseas aftermarket parts markets, including Southeast Asia, and the European new-vehicle parts market.」

    Universal joint sales increased for the full fiscal year, including in overseas aftermarket parts markets where declines had previously been reported.
  29. FY2018-Q3RestatedAnnual report

    「Revenue in the Drive, Transmission and Steering Components segment was ¥27,246 million, up 3.7% year on year, owing mainly to higher sales of universal joints in overseas aftermarket parts markets, including Southeast Asia, and the European new-vehicle parts market.」

    The disclosure continued to cite higher universal joint sales in overseas aftermarket parts markets, including Southeast Asia, and the European new-vehicle parts market.
  30. FY2018-Q2MitigatedAnnual report

    「Revenue in the Drive, Transmission and Steering Components segment was ¥18,603 million, up 3.1% year on year, owing mainly to higher sales of universal joints in overseas aftermarket parts markets, including Southeast Asia, and the European new-vehicle parts market.」

    The disclosure stated that universal joint sales increased in the European new-vehicle parts market in addition to overseas aftermarket parts markets, including Southeast Asia, where sales had previously been declining.
  31. FY2018-Q1MitigatedAnnual report

    「Revenue in the Drive, Transmission and Steering Components segment was ¥9,573 million, up 5.1% year on year, owing mainly to higher sales of universal joints in overseas aftermarket parts markets, including Southeast Asia.」

    Sales of universal joints in overseas aftermarket parts markets, including Southeast Asia, which had previously been declining, turned upward.
  32. FY2017RestatedAnnual report

    「Revenue in the Drive, Transmission and Steering Components segment was ¥35,692 million, down 10.0% from the previous fiscal year, owing mainly to lower sales of universal joints in overseas aftermarket parts markets, including Southeast Asia, and valve spools in the South Korean new-vehicle parts market. Revenue in the Bearings segment was ¥11,074 million, down 8.1%, owing mainly to lower sales of tensioners, idlers and bearings in overseas aftermarket parts markets.」

    The disclosure continued to cite lower sales of universal joints, tensioners, idlers and bearings in overseas aftermarket parts markets, including Southeast Asia.
  33. FY2017-Q3RestatedAnnual report

    「Revenue in the Drive, Transmission and Steering Components segment was ¥26,268 million, down 11.2% year on year, owing mainly to lower sales of universal joints in overseas aftermarket parts markets, including Southeast Asia, and valve spools in the South Korean new-vehicle parts market. Revenue in the Bearings segment was ¥8,194 million, down 9.6%, owing mainly to lower sales of tensioners, idlers and bearings in overseas aftermarket parts markets.」

    The disclosure continued to cite lower sales of universal joints and bearing-related products in overseas aftermarket parts markets, including Southeast Asia.
  34. FY2017-Q2WorsenedAnnual report

    「Revenue in the Drive, Transmission and Steering Components segment was ¥18,040 million, down 12.7% year on year, owing mainly to lower sales of universal joints in overseas aftermarket parts markets, including Southeast Asia, and valve spools in the South Korean new-vehicle parts market. Revenue in the Bearings segment was ¥5,439 million, down 14.7%, owing mainly to lower sales of tensioners, idlers and bearings in overseas aftermarket parts markets.」

    In addition to the previously cited universal joints, the disclosure also cited lower sales of tensioners, idlers and bearings in overseas aftermarket parts markets, indicating a broader impact.
  35. FY2017-Q1First statedAnnual report

    「Revenue in the Drive, Transmission and Steering Components segment was ¥9,108 million, down 9.7% year on year, owing mainly to lower sales of universal joints in overseas aftermarket parts markets, including Southeast Asia, and valve spools in the South Korean new-vehicle parts market.」

    The disclosure stated that sales actually declined in the Southeast Asian aftermarket parts market and the South Korean new-vehicle parts market.
Moved together

"Higher operating profit, ordinary profit and profit attributable to owners of parent" moved the same way as this thread, in the same document, in 16 of its 35 moves.

161413111010★123456
  1. ★This thread
  2. 1Higher operating profit, ordinary profit and profit attributable to owners of parent16×
  3. 2Decline in net assets due to a decrease in the foreign currency translation adjustment account14×
  4. 3Improvement in Cash Flow from Operating Activities13×
  5. 4Higher revenue and earnings in the Korea segment driven by electric water pumps and other products11×
  6. 5Decrease in interest-bearing debt10×
  7. 6Higher profit due to lower US aftermarket water-pump sales and lower personnel expenses10×

★ 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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Gmb's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Results of 2026-08-07: "Worsened".
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