Komori
Tanaka Seimitsu Kogyo (7218) · RiskSoftened

Dependence on Rocker Arm ASSY

First written in FY2016. 17 of 24 entries say "Restated". Latest entry: FY2026.

24entries
11years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q1 – FY2021-Q3RestatedFY2023-Q3 – FY2024-Q3WorsenedFY20242016: 220162017: 320172018: 420182019: 220192020: 320202021: 320212022: 220222023: 220232024: 220242025: 020252026: 12026
Same theme, other companies
Revenue dependence on flagship product Cuenote FCA theme 78 companies write about · 79 as a headwind · 0 as a tailwind

Tanaka Seimitsu Kogyo moved to the "Worse" side of this theme in 2024, 1 year after the typical company in this theme (2023).

The whole theme swung hardest in 2024: 13 of 48 companies on the "Worse" side.

4 other companies' latest entry also says "Softened".

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 78 companies compared. The sentences above are computed from all 78.
Full recordFilings, disclosures and news, newest first
  1. FY2026SoftenedAnnual report

    「Rocker arm assemblies, four-wheel vehicle engine components, accounted for a high share of consolidated revenue, at 54.6% in the fiscal year ended March 2025 and 49.1% in the fiscal year ending March 2026, and are an important source of earnings.」

    The revenue share of rocker arm assemblies fell from 54.6% to 49.1%, indicating a numerical reduction in product concentration, but they are still described as an important source of earnings.
  2. FY2024WorsenedAnnual report

    「Rocker arm assemblies, engine components for four-wheel vehicles in the automotive parts business, account for a substantial share of consolidated revenue: 56.1% in the fiscal year ended March 2023 and 60.3% in the fiscal year ended March 2024.」

    The revenue share of rocker arm assemblies rose from 56.1% to 60.3%, indicating a numerical increase in product concentration.
  3. FY2024-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It is stated that no new risks or material changes have arisen regarding the Group's dependence on rocker arm assemblies.
  4. FY2024-Q1RestatedAnnual report

    「No new business or other risks arose during the first quarter of the current consolidated cumulative period. There were also no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It is stated that no new risks or material changes have arisen regarding the Group's dependence on rocker arm assemblies.
  5. FY2023-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It is stated that no new risks or material changes have arisen regarding the Group's dependence on rocker arm assemblies.
  6. FY2022SoftenedAnnual report

    「Rocker arm assemblies, engine components for four-wheel vehicles in the automotive parts business, account for a substantial share of consolidated revenue: 64.8% in the fiscal year ended March 2021 and 58.6% in the fiscal year ended March 2022.」

    The revenue share of rocker arm assemblies fell from 64.8% to 58.6%, but they are still described as the largest product concentration risk.
  7. FY2022-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It is stated that no new risks or material changes have arisen regarding the Group's dependence on rocker arm assemblies.
  8. FY2022-Q2RestatedAnnual report

    「During the first six months of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It is stated that no new risks or material changes have arisen regarding the Group's dependence on rocker arm assemblies.
  9. FY2021SoftenedAnnual report

    「Rocker arm assemblies, engine components for four-wheel vehicles in the automotive parts business, account for a substantial share of consolidated revenue: 65.3% in the fiscal year ended March 2020 and 64.8% in the fiscal year ended March 2021.」

    The revenue share of rocker arm assemblies fell from 65.3% to 64.8%, but they are still described as accounting for a substantial share.
  10. FY2021-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter under review. In addition, there have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The disclosure continues to state that no new risks or material changes have arisen regarding the Group's dependence on rocker arm assemblies.
  11. FY2021-Q2RestatedAnnual report

    「During the first six months of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It is stated that no new risks or material changes have arisen regarding the Group's dependence on rocker arm assemblies.
  12. FY2021-Q1RestatedAnnual report

    「No new business or other risks arose during the first quarter of the current consolidated cumulative period. There were also no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It is stated that no new risks or material changes have arisen regarding the Group's dependence on rocker arm assemblies.
  13. FY2020-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter under review. In addition, there have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It is stated that no new risks or material changes have arisen regarding the Group's dependence on rocker arm assemblies.
  14. FY2020-Q1RestatedAnnual report

    「No new business or other risks arose during the first quarter of the current consolidated cumulative period. There were also no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It is stated that no new risks or material changes have arisen regarding the Group's dependence on rocker arm assemblies.
  15. FY2019-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter under review. In addition, there have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It is stated that no new risks or material changes have arisen regarding the Group's dependence on rocker arm assemblies.
  16. FY2019-Q2RestatedAnnual report

    「During the first six months of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It is stated that no new risks or material changes have arisen regarding the Group's dependence on rocker arm assemblies.
  17. FY2019-Q1RestatedAnnual report

    「No new business or other risks arose during the first quarter of the current consolidated cumulative period. There were also no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It is stated that no new risks or material changes have arisen regarding the Group's dependence on rocker arm assemblies.
  18. FY2018SoftenedAnnual report

    「Rocker arm assemblies, engine components for four-wheel vehicles in the automotive parts business, account for a substantial share of consolidated revenue: 72.5% in the fiscal year ended March 2017 and 66.8% in the fiscal year ended March 2018.」

    The revenue share of rocker arm assemblies fell from 72.5% to 66.8%, but they are still described as accounting for a substantial share.
  19. FY2018-Q3RestatedAnnual report

    「There have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    No material change has been identified in the Group's dependence on rocker arm assemblies.
  20. FY2018-Q2RestatedAnnual report

    「There have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    No material change has been identified in the Group's dependence on rocker arm assemblies.
  21. FY2017SoftenedAnnual report

    「Rocker arm assemblies, engine components for four-wheel vehicles in the automotive parts business, account for a substantial share of consolidated revenue: 73.2% in the fiscal year ended March 2016 and 72.5% in the fiscal year ended March 2017.」

    The revenue share of rocker arm assemblies fell from 73.2% to 72.5%, but they are still described as accounting for a substantial share.
  22. FY2017-Q3RestatedAnnual report

    「In Japan, revenue was ¥11,897 million, up 4.9% year on year, due to a temporary increase in sales of rocker arms, the Group's core product, following the launch of new vehicle models.」

    Rocker arms continue to be cited as a driver of revenue growth in the Japan segment, indicating the Group's dependence on its core product.
  23. FY2017-Q2RestatedAnnual report

    「Revenue was ¥7,707 million, up 1.4% year on year, due to increased sales of rocker arms, the Group's core product.」

    Rocker arms continue to be cited as a driver of revenue growth in the Japan segment, indicating the Group's dependence on its core product.
  24. FY2016First statedAnnual report

    「Rocker arm assemblies, engine components for four-wheel vehicles in the automotive parts business, account for a substantial share of consolidated revenue: 69.9% in the fiscal year ended March 2015 and 73.2% in the fiscal year ended March 2016.」

    The concentration of revenue in the core product is shown for 2 fiscal years.
Moved together

"Reliance on the HONDA MOTOR CO.,LTD. Group for Sales" moved the same way as this thread, in the same document, in 6 of its 24 moves.

654444★123456
  1. ★This thread
  2. 1Reliance on the HONDA MOTOR CO.,LTD. Group for Sales6×
  3. 2Revenue decline resulting from the shift to environmentally friendly engines5×
  4. 3Further Development of Existing Technologies, Creation of New Products and Businesses, and True Globalization4×
  5. 4Changes in Sales Mix Due to US Model Changeover4×
  6. 5Creating New Value through the 2020 Vision and 17-19 Medium-Term Business Plan4×
  7. 6Diversification of Automotive Value through Safety, Autonomous Driving and Connected Cars, and Entry by Companies from Other Industries4×

★ 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
Tanaka Seimitsu Kogyo's next results are scheduled for 2026-10-30. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.