Komori
Fuji Oozx (7299) · RiskMitigated

Sluggish Domestic Demand and Gradual Decline in Domestic Production

First written in FY2016. 16 of 36 entries say "Mitigated", first in FY2018-Q1. Latest entry: 2026-10-27.

36entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2020-Q3 – FY2021MitigatedFY2023-Q3 – FY2024MitigatedFY2025 – 2026-10-272016: 320162017: 420172018: 420182019: 420192020: 420202021: 420212022: 420222023: 320232024: 220242025: 220252026: 22026
Same theme, other companies

Fuji Oozx moved to the "Worse" side of this theme in 2020, 1 year after the typical company in this theme (2019).

The whole theme swung hardest in 2020: 10 of 16 companies on the "Worse" side.

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

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 20 companies compared. The sentences above are computed from all 20.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1MitigatedAnnual report

    「Domestic vehicle sales increased slightly year on year and were showing signs of recovery, but the outlook remained uncertain due to the higher tariff burden on exports to the United States. Sales in China and the United States also increased year on year.」

    Domestic vehicle sales increased slightly year on year, while sales in China and the United States also increased, indicating that near-term stagnation in demand was easing. At the same time, uncertainty remained because of the tariff burden on exports to the United States.
  2. FY2025MitigatedAnnual report

    「In the automotive industry in which our group operates, the impact of the certification irregularities had recovered, domestic vehicle sales had increased to 101% of the year-earlier period, and sales in North America and China had also increased year on year across the board.」

    The impact of the certification irregularities on production and sales had recovered, and domestic vehicle sales were at 101% of the year-earlier period. Near-term stagnation in domestic demand was easing, but there was no disclosure that the possibility of a long-term gradual decline in domestic production had been withdrawn.
  3. FY2025-H1MaterialisedAnnual report

    「Domestic vehicle sales declined partly because production and shipments by certain manufacturers were suspended as a result of certification irregularities, but sales are expected to gradually recover and move toward normalization.」

    Production and shipments by certain manufacturers were in fact suspended because of certification irregularities, and domestic vehicle sales declined. At the same time, the view that sales would gradually recover and move toward normalization was also presented.
  4. FY2024MitigatedAnnual report

    「In the automotive industry in which our group operates, production adjustments caused by the prolonged semiconductor shortage had been recovering, and new-vehicle sales in North America, China and Japan were all above the previous fiscal year.」

    Production adjustments caused by the prolonged semiconductor shortage had recovered, and new-vehicle sales in North America, China and Japan were above the previous fiscal year. The risk of near-term stagnation in domestic demand was easing.
  5. FY2024-Q2MitigatedAnnual report

    「In the automotive industry in which our group operates, production adjustments caused by the prolonged semiconductor shortage were moving toward recovery, and new-vehicle sales in North America, China and Japan were all above the year-earlier period.」

    Production adjustments caused by the semiconductor shortage were moving toward recovery, and new-vehicle sales in North America, China and Japan exceeded the year-earlier period. While the risk of near-term stagnation in domestic demand was easing, there was no disclosure that the possibility of a long-term gradual decline in domestic production had been withdrawn.
  6. FY2023MitigatedAnnual report

    「Domestic sales increased 14.5% from the year-earlier period due to the market recovery and the passing through of higher raw material and energy costs in selling prices, among other factors.」

    While parts procurement shortages and production adjustments by automakers continued, our domestic sales increased 14.5% on the recovery of the domestic market and other factors. There was no disclosure that the possibility of a long-term gradual decline in domestic production itself had been withdrawn.
  7. FY2023-Q3MitigatedAnnual report

    「Domestic sales increased 14.2% from the year-earlier period, as sales to four-wheel vehicle customers moved toward recovery and sales to the construction and industrial machinery sectors, which remained strong, increased.」

    Our domestic sales increased 14.2% year on year as sales to four-wheel vehicle customers improved and sales to construction and industrial machinery customers also increased. There was no disclosure that the long-term risk itself surrounding domestic new-vehicle sales and production had been withdrawn.
  8. FY2023-Q2Our domestic sales increased despite weak domestic new-vehicle salesAnnual report

    「In the automotive industry in which our group operates, shortages of procured parts, including semiconductors, continued. Although production cuts for four-wheel vehicles continued, domestic sales increased 10.2% from the year-earlier period on strong sales to the construction and industrial machinery sectors and higher market share from expanded sales efforts.」

    While shortages of procured parts, including semiconductors, and production cuts for four-wheel vehicles continued, our domestic sales increased 10.2% year on year on strong sales to the construction and industrial machinery sectors and higher market share from expanded sales efforts.
  9. FY2023-Q1Our domestic sales increased despite weak domestic new-vehicle salesAnnual report

    「In the automotive industry in which our group operates, the impact of production cuts by automakers continued because of parts procurement shortages caused by the semiconductor shortage and the lockdown in Shanghai, China, among other factors. New-vehicle sales in North America, China and Japan were therefore below the year-earlier level.」

    New-vehicle sales in North America, China and Japan were below the year-earlier level because of production cuts by automakers. Our domestic sales nevertheless increased 5.2% on strong sales to construction and industrial machinery customers and higher market share from expanded sales efforts.
  10. FY2022Recovery in our domestic sales was confirmed for the full year despite production cuts by automakersAnnual report

    「New-vehicle sales in North America, China and Japan were below the previous fiscal year due in part to production cuts by the respective automakers. Our domestic sales nevertheless increased 9.9% from the previous fiscal year, as sales to the truck, bus, industrial machinery, construction equipment and agricultural machinery sectors remained strong despite the automakers' production cuts.」

    While weak domestic new-vehicle sales and the risk of production cuts continued, our domestic sales increased 9.9% for the full year on strong sales to non-passenger vehicle and industrial machinery customers.
  11. FY2022-Q3Domestic sales recovered despite production cuts by automakersAnnual report

    「New-vehicle sales in North America exceeded the year-earlier period, while sales in China and Japan were below the year-earlier level due in part to production cuts by automakers.」

    While new-vehicle sales in China and Japan remained below the year-earlier level because of production cuts by automakers, our domestic sales increased 15.9% on strong sales to the truck and bus, industrial machinery, construction equipment and agricultural machinery sectors.
  12. FY2022-Q2Recovered year on year, but at a low level compared with the second half of the previous yearAnnual report

    「Domestic demand and demand in North America also resulted in sales above the year-earlier period. However, the impact of production cuts due to semiconductor and procured-parts shortages was pronounced, and sales in the current period were at a lower level than in the second half of the previous year.」

    Although domestic and North American demand exceeded the year-earlier period, production cuts caused by semiconductor and procured-parts shortages resulted in sales remaining below the level of the second half of the previous fiscal year.
  13. FY2022-Q1MitigatedAnnual report

    「Domestic demand and total demand in North America and China also resulted in sales well above the year-earlier period. However, the impact of production cuts due to the semiconductor shortage was pronounced, and sales in the current period were at a lower level than in the second half of the previous year.」

    Domestic demand recovered significantly year on year, but production cuts due to the semiconductor shortage left sales at a lower level than in the second half of the previous year. The year-on-year decline in demand caused by COVID-19 eased, while another supply constraint emerged.
  14. FY2021MaterialisedAnnual report

    「In the domestic automotive industry in which the Group operates, new-vehicle sales were on a recovery trend, but over the full year, the impact of COVID-19 resulted in sales well below the previous period.」

    Although domestic new-vehicle sales were on a recovery trend, they were well below the previous period for the full year due to the impact of COVID-19, and the decline in domestic demand continued in the full-year results.
  15. FY2021-Q3MaterialisedAnnual report

    「Although domestic new-vehicle sales were on a recovery trend, the impact of COVID-19 remained significant, resulting in sales below the year-earlier period in the domestic automotive industry in which the Group operates.」

    Although domestic new-vehicle sales were on a recovery trend, they fell below the year-earlier period due to the impact of COVID-19, and the Company's domestic sales declined 25.4% year on year. The decline in domestic demand continued to materialize in the results.
  16. FY2021-Q2MaterialisedAnnual report

    「Although domestic new-vehicle sales were on a recovery trend, the impact of COVID-19 remained significant, resulting in sales below the year-earlier period in the domestic automotive industry in which the Group operates.」

    Although domestic new-vehicle sales were on a recovery trend, they fell below the year-earlier period due to the impact of COVID-19. Stagnation and decline in domestic demand continued to materialize in the results.
  17. FY2021-Q1MaterialisedAnnual report

    「In the automotive industry in which the Group operates, the spread of COVID-19 had a significant impact on all automakers, resulting in domestic sales well below the year-earlier period.」

    Domestic demand was well below the year-earlier period due to the impact of COVID-19, and domestic sales fell 45.3% year on year. The decline in domestic demand that emerged in the second half of the previous fiscal year continued into the current quarter.
  18. FY2020MaterialisedAnnual report

    「In the automotive industry in which the Group operates, domestic sales were strong in the first half but declined sharply in the second half, resulting in cumulative sales below the previous period.」

    Domestic automotive demand changed from strong in the first half to a sharp decline in the second half, falling below the previous period for the full year.
  19. FY2020-Q3MaterialisedAnnual report

    「In the automotive industry in which the Group operates, domestic demand exceeded the year-earlier period from April through September, but sales began to decline sharply from October onward, resulting in cumulative sales below the year-earlier period.」

    Domestic demand, which had exceeded the year-earlier period in the first half, declined sharply from October onward, resulting in cumulative third-quarter sales below the year-earlier period. Near-term stagnation in domestic demand materialized in the results.
  20. FY2020-Q2MitigatedAnnual report

    「In the automotive industry in which the Group operates, domestic demand resulted in sales well above those of the year-earlier period overall.」

    Overall domestic demand resulted in sales well above the year-earlier period, and the near-term risk of stagnant domestic demand was described as having eased. No change was stated regarding the potential for a long-term gradual decline in domestic production.
  21. FY2020-Q1MitigatedAnnual report

    「In the automotive industry in which the Group operates, domestic demand varied by automaker, but overall sales were slightly above those of the year-earlier period.」

    Although domestic demand varied by automaker, overall sales were slightly above the year-earlier period, and the near-term risk of stagnant domestic demand was described as having eased.
  22. FY2019MitigatedAnnual report

    「In the automotive industry in which the Group operates, domestic demand remained strong throughout the period, with sales exceeding those of the previous period.」

    Domestic demand was described as remaining strong for the full year, above the previous period, alleviating near-term domestic demand stagnation risks. Meanwhile, the potential for a future gradual decline in domestic production remains.
  23. FY2019-Q3MitigatedAnnual report

    「In the automotive industry in which the Group operates, domestic demand remained strong throughout the period, with sales exceeding those of the year-earlier period.」

    Domestic demand was described as remaining strong throughout the period, above the year-earlier period, alleviating near-term stagnation risks. This did not constitute a withdrawal of the risk of a future gradual decline in domestic production.
  24. FY2019-Q2MitigatedAnnual report

    「Meanwhile, supported by continued strong minicar sales, domestic demand remained firm overall, above the level of the year-earlier period.」

    The Company reported that domestic demand remained firm above the year-earlier period, supported by strong minicar sales. This did not constitute a withdrawal of the risk of a future gradual decline in domestic production.
  25. FY2019-Q1RestatedAnnual report

    「Meanwhile, although the effects of an improper inspection issue discovered at some customers remained, domestic demand remained firm overall at around the level of the year-earlier period, supported by strong minicar sales.」

    While the effects of improper inspection issues at some customers remained, domestic demand was described as remaining firm at around the level of the year-earlier period, supported by minicar sales.
  26. FY2018RestatedAnnual report

    「Automakers are advancing local production and local procurement overseas, and domestic production is expected to gradually decline in the future.」

    The Company continued to identify the potential for future gradual declines in domestic production and sales to domestic customers as risks. Meanwhile, it explained that domestic demand during the fiscal year had recovered from the earthquake disaster and fuel-efficiency misconduct issue in the previous period.
  27. FY2018-Q3RestatedAnnual report

    「Meanwhile, domestic demand recovered overall from the previous year and remained firm.」

    The Company continued to state that domestic demand had recovered from the previous year and remained firm.
  28. FY2018-Q2MitigatedAnnual report

    「Meanwhile, domestic demand recovered significantly from the year-earlier period, which was affected by the earthquake disaster, the fuel-efficiency misconduct issue, and other factors, and remained as firm as it had been in the year-before-last.」

    Domestic demand recovered significantly from the year-earlier period, which was affected by the earthquake disaster, the fuel-efficiency misconduct issue, and other factors, and continued to be as firm as in the year-before-last.
  29. FY2018-Q1MitigatedAnnual report

    「Meanwhile, domestic demand recovered to the level of the year-before-last and remained firm, compared with the year-earlier period, which was affected by the earthquake disaster, the fuel-efficiency misconduct issue, and other special factors.」

    Domestic demand recovered from the year-earlier period, which was affected by the earthquake disaster, the fuel-efficiency misconduct issue, and other factors, returning to the level of the year-before-last.
  30. FY2017RestatedAnnual report

    「In the automotive industry in which the Group operates, sales in the US and China were strong, while domestic demand continued to be affected by minicars selling below the previous year's level. However, the recovery in passenger-car sales kept conditions firm.」

    While minicar sales remained below the previous year's level and domestic demand was sluggish, the recovery in passenger-car sales was also cited.
  31. FY2017-Q3RestatedAnnual report

    「In the automotive industry in which the Group operates, sales in the US and China were strong, while domestic demand continued to be affected by minicars selling below the previous year's level. However, the recovery in passenger-car sales kept conditions firm.」

    While minicar sales continued to fall below the previous year's level, the recovery in passenger-car sales was also cited as an improvement factor in domestic demand.
  32. FY2017-Q2RestatedAnnual report

    「In the automotive industry in which the Company operates, the US and China remained firm, but domestic demand continued to stagnate because of weak domestic new-vehicle sales, including continued year-on-year declines in sales of minicars. The Company experienced a decline in orders due to a fuel-efficiency misconduct issue at a domestic customer, but increased demand from overseas markets contributed to orders reaching 103% of the year-earlier period.」

    While weak domestic new-vehicle sales and declining orders due to the fuel-efficiency misconduct issue continued, overall orders reached 103% of the year-earlier period, supported by increased overseas demand.
  33. FY2017-Q1MaterialisedAnnual report

    「Although the Company experienced a decline in orders due to the earthquake disaster and fuel-efficiency issues, demand for overseas markets that emerged in the second half of the previous year contributed to securing orders roughly in line with the previous year.」

    The Kumamoto Earthquake and the fuel-efficiency falsification issue at an automaker actually resulted in stagnant domestic demand and a decline in the Company's orders.
  34. FY2016First statedAnnual report

    「Automakers are advancing local production and local procurement overseas, and domestic production is expected to gradually decline in the future. As a result, the Group's sales to domestic customers may also gradually decline in line with this trend, potentially resulting in excess production capacity and other issues.」

    The Company identified stagnant domestic demand and the expansion of overseas local production as ongoing challenges in its operating environment.
Moved together

"Strategic Capital Investment Associated with Structural Reform" moved the same way as this thread, in the same document, in 13 of its 36 moves.

131211887★123456
  1. ★This thread
  2. 1Strategic Capital Investment Associated with Structural Reform13×
  3. 2Maintaining and expanding business scale while increasing market share and presence12×
  4. 3Expansion of Overseas Production Capacity and Launch of Mexico Facility11×
  5. 4Restructuring of Overseas Partnerships and Subsidiaries and Enhancement of the Sales Structure8×
  6. 5Stable Funding for Growth Investment and Containing Funding Costs8×
  7. 6Comprehensive Cost Improvements and Fundamental Structural Reform7×

★ 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
Fuji Oozx's next results are scheduled for 2026-10-27. Read the earnings preview It last moved in the Revision to earnings forecast of 2026-10-27: "Mitigated".
News
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