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Hi-Lex (7279) · RiskRestatedLatest Earnings presentation materials (2026-09-04): "Materialised"

Increase in North American Costs Due to Additional U.S. Tariffs on Chinese Imports

First written in FY2019-Q3. 2 of 3 entries say "Materialised", first in FY2019-Q3. Latest entry: 2026-09-04.

3entries
8years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY20192019: 120192020: 120202021: 020212022: 020222023: 020232024: 020242025: 020252026: 12026
Same theme, other companies
Decline in Americas segment profit due to additional import tariffsA theme 4 companies write about · 4 as a headwind · 0 as a tailwind

Hi-Lex moved to the "Worse" side of this theme in 2026.

0 other companies' latest entry also says "Materialised".

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.
Full recordFilings, disclosures and news, newest first
  1. 2026-09-04MaterialisedEarnings presentation materials

    「From the emergence of tariff impacts in FY2025 to the present, the Americas business has been affected by approximately US$10.6 million. → Approximately US$8.4 million, or approximately 79%, has been recovered to date.」

    The impact of tariff costs on the Americas business has been quantified on a cumulative basis. The disclosure also states that approximately 79% has been recovered.
  2. FY2019RestatedAnnual report

    「In North America, net sales were ¥84,593 million, up ¥1,851 million, or 2.2%, year on year, as sales to customers remained firm, particularly due to a recovery in sales to Korean automakers from the previous fiscal year. Operating income was ¥3,247 million, down ¥45 million, or 1.4%, year on year, partly due to higher costs from additional tariffs on imports from China and higher depreciation associated with factory expansions and new equipment related to increased production capacity.」

    Higher costs from additional U.S. tariffs on imports from China continued to be a factor behind the full-year decline in North American operating income. Sales increased, but operating income fell 1.4% year on year.
  3. FY2019-Q3MaterialisedAnnual report

    「A substantial increase in North American costs due to additional U.S. tariffs on imports from China」

    The substantial increase in costs due to additional U.S. tariffs on imports from China is described as having actually occurred and as a factor behind the decline in North American operating income.
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No upcoming earnings preview for Hi-Lex yet. It last moved in the Earnings presentation materials of 2026-09-04: "Materialised".
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Increase in North American Costs Due to Additional U.S. Tariffs on Chinese Imports | HI-LEX CORPORATION (7279) | Komori