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AeroEdge (7409) · InitiativeAdvanced

Development of New Material for Titanium-Aluminum Blades

First written in FY2023. 11 of 16 entries say "Advanced", first in FY2024-Q2. Latest entry: FY2026.

16entries
4years
7from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2025-H1AdvancedFY2025 – 2026-04-16Advanced2026-05-14 – FY20262023: 220232024: 320242025: 220252026: 92026
Same theme, other companies
Development and Mass Production of New Materials for Titanium Aluminide BladesA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Another major milestone during the current consolidated fiscal year was the completion of a testing and evaluation facility, or laboratory building, for analysing the composition of materials as required by SAFRAN as part of its quality assurance procedures. We also obtained the first domestic accreditation from SAFRAN for this testing and evaluation.」

    Development of the new material progressed through completion of the laboratory building, the first domestic testing and evaluation accreditation from SAFRAN, final quality confirmation and the final checks toward obtaining mass-production certification.
  2. FY2026-H1AdvancedAnnual report

    「As a result, the prospects for mass production of the new materials became clearer, and we signed an agreement with France's SAFRAN concerning the supply of the new materials and the expansion of market share. We plan to begin phased mass-production supplies from the following fiscal year and expand our market share from the current 40% to the high-40% range from 2028.」

    The new material reached the stage where mass production appeared feasible, and the supply and share-expansion agreement with SAFRAN was signed. Staged mass-production supply is scheduled to begin in the following fiscal year, with market share planned to increase to the high-40% range from 2028.
  3. FY2025AdvancedAnnual report

    「As a result, the prospects for mass production of the new material improved, and at a board meeting in August 2025 we resolved to enter into an agreement with French SAFRAN concerning the supply of the new material and an increase in market share, defined as the supply share of titanium-aluminide blades required for LEAP engine production. The new material underwent technical evaluation jointly with SAFRAN over several years, and its technical suitability for installation in LEAP engines has been confirmed.」

    The new material reached the stage where mass production appeared feasible, and progress extended through the board resolution on a supply and share-expansion agreement with SAFRAN and technical confirmation that it can be installed in LEAP engines.
  4. FY2025-H1RestatedAnnual report

    「Customer evaluations of our development of new materials to move away from dependence on a single material supplier were favorable, so we further strengthened our development structure.」

    The company strengthened its development structure based on customer evaluations, but did not report the start of mass production or completion of supplier diversification.
  5. FY2024AdvancedAnnual report

    「During the current fiscal year, we produced a certain quantity of prototypes using the test melting furnace introduced in the previous fiscal year and continued verifying quality and costs, particularly for mass production. We also advanced the design and modification of partial automation functions for casting equipment that will enable stable production during mass production.」

    A certain quantity of prototypes was produced, with quality and cost verification for mass production and the design and modification of casting-equipment automation advanced.
  6. FY2024-Q3RestatedAnnual report

    「With respect to the new titanium-aluminide blade materials we are developing, customer evaluations were favorable as development progressed, and we newly received an order for contract development work and recognized part of the revenue.」

    The company again reported favorable customer evaluations, a contract development order and partial revenue recognition. No new progress from the previous quarter was disclosed.
  7. FY2024-Q2AdvancedAnnual report

    「With respect to the new titanium-aluminide blade materials we are developing, customer evaluations were favorable as development progressed, and we newly received an order for contract development work to advance development of these and other new materials. While the contribution from this contract development work is expected mainly in the second half of the current fiscal year, part of the revenue was recognized in the second quarter.」

    Customer evaluations of the new-material development were favorable, leading to a new contract development order, with part of the revenue recognized in the second quarter.
  8. FY2024-Q1RestatedAnnual report

    「We also focused on developing new materials to move away from dependence on a single material supplier.」

    Development of new materials continues to reduce dependence on a single material supplier.
  9. FY2023First statedAnnual report

    「We are developing materials in order to be selected as a new material supplier.」

    The company is pursuing NNS geometry, air melting and alloy improvements to diversify material procurement, shorten lead times and reduce environmental impact.
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 16 moves.

975544★123456
  1. ★This thread
  2. 1Winning new volume-production programs for aircraft components and non-aircraft products9×
  3. 2Construction of a second factory and capital investment for new projects7×
  4. 3Diversifying earnings away from dependence on titanium aluminide blades5×
  5. 4Dependence on a Single Supplier for Titanium-Aluminum Materials5×
  6. 5Long-Term Supply Base for Titanium-Aluminum Blades for LEAP4×
  7. 6Entry into the titanium-aluminum blade MRO market using additive manufacturing (AM)4×

★ 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 Management Planning 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.
Development of New Material for Titanium-Aluminum Blades | AeroEdge Co.,Ltd (7409) | Komori