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Subaru (7270) · RiskMitigatedLatest Earnings forecast revision (2026-05-11): "Materialised"

Suspension of Operations Due to Disasters, War, Terrorism, Strikes and Other Events

First written in FY2016. 6 of 10 entries say "Materialised", first in FY2020-Q2. Latest entry: 2026-05-11.

10entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2018MaterialisedFY2020 – FY2022MitigatedFY20242016: 120162017: 020172018: 120182019: 120192020: 220202021: 120212022: 220222023: 020232024: 120242025: 020252026: 1
Same theme, other companies

The whole theme swung hardest in 2020: 67 of 113 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 199 companies compared. The sentences above are computed from all 199.Comparing 200 of the theme's 406 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-11MaterialisedEarnings forecast revision

    「The decline in unit sales was attributable to a cold wave in the United States and disruptions to the operation of vessels transporting goods overseas as tensions in the Middle East intensified.」

    The risk of supply and logistics disruptions arising from war and geopolitical tensions materialized as disruptions to vessels transporting goods overseas and became a factor in the decline in unit sales.
  2. FY2024MitigatedAnnual report

    「The company has established a company-wide emergency communication system based on its Basic Emergency Response Manual and conducts regular drills for its Safety Confirmation System, preparing to share information when disasters that could affect the company occur.」

    The company continues to maintain its BCP, emergency communication system, safety confirmation drills and recovery measures in response to the risk of operational shutdowns caused by natural disasters, infectious diseases and other events.
  3. FY2022MaterialisedAnnual report

    「In addition, following the earthquake off the coast of Fukushima Prefecture on 17 March 2022, component supplies were disrupted and operations were suspended for 2 working days in March.」

    The disruption to component supplies and the suspension of plant operations caused by a natural disaster newly materialised as a 2-working-day shutdown in March following the earthquake off the coast of Fukushima Prefecture.
  4. FY2022-Q3MaterialisedAnnual report

    「Due to supply disruptions involving semiconductors supplied by suppliers against the backdrop of global semiconductor supply issues, and component supply disruptions caused by the spread of COVID-19 infections among suppliers, operations at Gunma Plant, comprising the Main Plant, Yajima Plant and Oizumi Plant, were suspended on 28 January, from 31 January to 2 February, and from 7 to 8 February 2022.」

    The risk of supply chain disruption and operational shutdowns caused by diseases and other events materialised as multiple shutdowns at the Gunma Plant through the spread of infection at suppliers and disruptions to component supplies.
  5. FY2022-Q2MaterialisedAnnual report

    「The global semiconductor shortage and the spread of COVID-19 in Southeast Asia constrained the supply of components procured by the company from suppliers, resulting in production adjustments and temporary operational shutdowns at production facilities in the US and Japan.」

    The risk of supply chain disruption and operational shutdowns caused by diseases and other events continued to materialise through the spread of infection in Southeast Asia, component supply constraints, and production adjustments and operational shutdowns at US and domestic production facilities.
  6. FY2020MaterialisedAnnual report

    「SIA temporarily suspended production activities from 23 March 2020, and the Gunma Plant in Japan did so from 9 April. Both resumed production on 11 May, but because the impact on the supply chain and sales activities continued, production volumes in Japan were adjusted through 19 June.」

    The risk of operational shutdowns caused by disasters, infectious diseases and other events materialised as shutdowns at US and domestic plants, production adjustments and sales constraints resulting from the spread of COVID-19.
  7. FY2020-Q3RestatedAnnual report

    「Domestic production in the automotive segment during the cumulative third quarter was suspended for a certain period because of Typhoon Hagibis in October 2019, but exceeded the same period of the previous year, partly because production of the Forester increased.」

    The company continued to cite the impact of supplier damage and operational shutdowns caused by Typhoon Hagibis in its results commentary. Domestic production, however, exceeded the previous year's level, partly because production of the Forester increased.
  8. FY2020-Q2MaterialisedAnnual report

    「Typhoon Hagibis made landfall on 12 October 2019, and flooding and other damage was confirmed at some of the company's suppliers, including tier-two suppliers. As this disrupted the supply of automotive components to the company, operations at its Gunma Plant, including the main plant, Yajima Plant and Oizumi Plant, were suspended from 16 October to 24 October.」

    The risk of operational shutdowns caused by natural disasters and supply chain disruptions materialised as flooding at suppliers caused by Typhoon Hagibis, disruption to the supply of automotive components and the suspension of operations at the Gunma Plant. The impact on results for the period was still being reviewed.
  9. FY2018RestatedAnnual report

    「The occurrence of major earthquakes, typhoons and other natural disasters, diseases, wars or terrorism could disrupt the group's business activities, causing delays or interruptions in the procurement of raw materials and components, production, product sales and logistics, and the provision of services.」

    The company continues to disclose the risk of supply chain disruptions and operational shutdowns caused by natural disasters, diseases, wars, terrorism and other events.
  10. FY2016First statedAnnual report

    「The occurrence of major earthquakes, typhoons and other natural disasters, diseases, wars or terrorism could disrupt the group's business activities, causing delays or interruptions in the procurement of raw materials and components, production, product sales and logistics, and the provision of services.」

    Business continuity risk, including delays or interruptions in the supply chain, production, sales, logistics and services.
Moved together

"Procurement Risks from Dependence on Specific Raw Materials and Suppliers" moved the same way as this thread, in the same document, in 4 of its 10 moves.

442222★123456
  1. ★This thread
  2. 1Procurement Risks from Dependence on Specific Raw Materials and Suppliers4×
  3. 2Economic downturns, declining demand and price competition in Japan and overseas4×
  4. 3Launch of New Engines, Plug-in Hybrid Vehicles and Electric Vehicles2×
  5. 4Profitability pressured by soaring raw material prices2×
  6. 5Ongoing dividends based primarily on a consolidated payout ratio of 20%–40%2×
  7. 6Internal Controls through the Compliance Committee, Whistleblowing and Audits2×

★ 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
No upcoming earnings preview for Subaru yet. It last moved in the Earnings forecast revision of 2026-05-11: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Suspension of Operations Due to Disasters, War, Terrorism, Strikes and Other Events | SUBARU CORPORATION (7270) | Komori