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AeroEdge (7409) · TargetAdvanced

Diversifying earnings away from dependence on titanium aluminide blades

First written in FY2023. 12 of 19 entries say "Advanced", first in FY2025-H1. Latest entry: FY2026.

19entries
4years
11from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023 – FY2024AdvancedFY2025-H1 – 2026-05-20Advanced2026-06-04 – FY20262023: 220232024: 320242025: 220252026: 122026
Same theme, other companies
Diversification of the Customer and Product Mix by Reducing Dependence on Major CustomersA theme 3 companies write about · 0 as a headwind · 4 as a tailwind

1 other company's 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「During the current consolidated fiscal year, partial mass production began for another aircraft engine component unrelated to the LEAP engine. In addition, in June 2026, we acquired all shares of 株式会社オノプラント and made it a wholly owned subsidiary. 株式会社オノプラント’s core business is the machining of aircraft fuselage components and defence-related components, with major domestic heavy-industry manufacturers among its principal customers. As a result, we have expanded our business scope into fuselage components and defence-related fields.」

    In addition to commencing mass production of aircraft engine components other than LEAP titanium-aluminium blades, the wholly owned subsidiary status of オノプラント has made the expansion of revenue sources into fuselage components and defence-related fields more concrete.
  2. FY2025AdvancedAnnual report

    「With respect to new mass-production projects, we advanced the establishment of a mass-production structure for aircraft engine components scheduled to be produced at the new plant completed in June 2024. In addition, we entered into a long-term agreement to supply components to a major global aerospace manufacturer and began mass-production development for sales from the following fiscal year.」

    For components other than titanium-aluminide blades, mass-production development for sales in the following fiscal year began after the long-term supply agreement was signed. The project advanced from contract execution to the mass-production development stage.
  3. FY2025-H1AdvancedAnnual report

    「We have newly entered into a long-term agreement to supply components to a major global aerospace manufacturer. Contract supply period: 1 January 2026 to 31 December 2036」

    The company entered into a long-term supply agreement for commercial aircraft components other than titanium-aluminide blades, covering 2026 through 2036. This adds a specific project supporting earnings diversification, although no measured reduction in dependence was disclosed.
  4. FY2024RestatedAnnual report

    「We believe that diversifying our business portfolio and sources of earnings, and reducing our dependence on specific products, are essential to sustaining growth over the long term.」

    Reducing dependence on specific products and diversifying sources of earnings remain important priorities for sustained growth.
  5. FY2024-Q3RestatedAnnual report

    「In terms of expenses, personnel costs increased because we accelerated recruitment to acquire and expand other new mass-production projects and to develop mass-production technology and establish a mass-production structure for aircraft engine components other than titanium-aluminide blades, with mass production targeted to begin during the following fiscal year.」

    The company continues to strengthen recruitment to acquire and expand new mass-production projects that will reduce dependence on its core product.
  6. FY2024-Q2RestatedAnnual report

    「We also strengthened recruitment to acquire and expand new mass-production projects in order to reduce our business dependence on titanium-aluminide blades.」

    The company continues to pursue new mass-production projects and strengthen recruitment to reduce business dependence. No measured reduction in dependence was disclosed.
  7. FY2024-Q1RestatedAnnual report

    「We also focused on strengthening recruitment to acquire and expand new mass-production projects in order to reduce our business dependence on titanium-aluminide blades, as well as developing new materials to move away from dependence on a single material supplier.」

    The company is pursuing new mass-production projects and strengthening recruitment to reduce business dependence.
  8. FY2023First statedAnnual report

    「We believe that diversifying our business portfolio and sources of earnings, and reducing our dependence on specific products, are essential to sustaining growth over the long term.」

    The company explicitly identifies reducing dependence on its core product as a condition for sustainable growth.
Moved together

"Winning new volume-production programs for aircraft components and non-aircraft products" moved the same way as this thread, in the same document, in 9 of its 15 moves.

954332★123456
  1. ★This thread
  2. 1Winning new volume-production programs for aircraft components and non-aircraft products9×
  3. 2Development of New Material for Titanium-Aluminum Blades5×
  4. 3Lowering the Investment Unit and Improving Liquidity through a Stock Split4×
  5. 4Entry into the titanium-aluminum blade MRO market using additive manufacturing (AM)3×
  6. 5Dependence on a Single Supplier for Titanium-Aluminum Materials3×
  7. 6Long-Term Supply Base for Titanium-Aluminum Blades for LEAP2×

★ 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 AeroEdge yet. It last moved in the Business Plan of 2026-09-07: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Diversifying earnings away from dependence on titanium aluminide blades | AeroEdge Co.,Ltd (7409) | Komori