Komori
Toyoda Gosei (7282) · InitiativeAdvanced

Strengthening the earnings foundation through business portfolio review

First written in FY2023. 5 of 6 entries say "Advanced", first in FY2024. Latest entry: FY2026.

6entries
4years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023AdvancedFY2024 – FY20262023: 120232024: 120242025: 120252026: 32026
Same theme, other companies
Achieving Profitability through a Strategic Review of the China BusinessA theme 18 companies write about · 4 as a headwind · 16 as a tailwind

The whole theme swung hardest in 2019: 3 of 8 companies on the "Worse" side.

9 other companies' latest entry also says "Advanced".

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 18 companies compared. The sentences above are computed from all 18.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「当期は本事業計画に沿った成長戦略を加速させるとともに、市場環境が激変する中国事業において構造改革を実行するなど、将来にわたる収益基盤の強化を並行して進めてまいりました。」

    前期に着手を示した中国事業の構造改革について、当期は実行段階に進んだと記載した。
  2. FY2025AdvancedAnnual report

    「中国における事業活動については構造改革に着手し始めておりますが、さらにスピード感を持って取り組んでいきます。」

    事業ポートフォリオ見直しの具体策として、中国事業の構造改革への着手と、米州・インドを重点地域とするリソース配分を明示した。
  3. FY2024AdvancedAnnual report

    「セーフティシステム・内外装、地域軸では米州・インドです。」

    2030事業計画の財務方針に基づき、成長性・収益性の高いセーフティシステム、内外装、米州、インドへリソースをシフトし、事業ポートフォリオの最適化を進める方針を具体化した。
  4. FY2023First statedAnnual report

    「足元では引き続き収益力を高めるための構造改革、生産量変動に強いリーンな生産体制づくりが重要であると考えており、事業ポートフォリオの見直し、地域の特性に応じた自動化を進めています。」

    収益力向上と生産量変動への対応に向けた構造改革の一環として、事業ポートフォリオの見直しを初めて独立した施策として明示している。
Moved together

"Expanding Automotive Parts Sales in the Americas and China and Launching Operations in Europe" moved the same way as this thread, in the same document, in 5 of its 6 moves.

555433★123456
  1. ★This thread
  2. 1Expanding Automotive Parts Sales in the Americas and China and Launching Operations in Europe5×
  3. 2Technology Development and Sales Expansion to Address Environmental Change and Future Needs5×
  4. 3Launching and mass-producing lightweight, styling and safety products5×
  5. 4Building a circular society by reducing waste and water-related risks4×
  6. 5TG2050 Environmental Challenge and Global CO2 Emissions Reduction3×
  7. 6Transforming Business Processes and Corporate Culture Through DX3×

★ 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
Toyoda Gosei's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the General Meetings of Shareholders of 2026-05-22: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.