Komori
AeroEdge (7409) · RiskWorsened

High dependence on Safran and titanium-aluminum blades

First written in FY2023. 3 of 8 entries say "Restated". Latest entry: FY2026.

8entries
4years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023 – FY2024-Q3WorsenedFY2024MitigatedFY2025 – 2026-09-072023: 220232024: 320242025: 120252026: 22026
Same theme, other companies
Dependence of the Aerospace Business on Safran and Titanium-Aluminum BladesA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

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

Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「For the fiscal year ended June 2026, sales to the company and sales of the product, including related sales, accounted for 97.1% of our Group’s consolidated revenue, indicating a high level of transaction dependence on the company and the product.」

    Revenue dependence on Safran and titanium-aluminium blades rose from 96.8% in the previous fiscal year to 97.1%, remaining at a high level.
  2. 2026-09-07MitigatedBusiness Plan

    「Sales composition by customer: fiscal year ended June 2025; fiscal year ended June 2026; SAFRAN 96.8% 97.1%」

    Dependence on SAFRAN and titanium-aluminide blades remained high, with SAFRAN's share of sales increasing from 96.8% to 97.1%. The Company also stated its policy of expanding other aircraft engine components and aircraft structural and defense components.
  3. FY2025MitigatedAnnual report

    「In the fiscal year ended June 2025, sales to this company and sales of this product, including related sales, accounted for 96.8% of our revenue, indicating a high level of transaction dependence on the company and product.」

    Revenue dependence on Safran and titanium-aluminide blades declined from 97.2% to 96.8%, but remained high.
  4. FY2024WorsenedAnnual report

    「In the fiscal year ended June 2024, sales to this company and sales of this product, including related sales, accounted for 97.2% of our revenue, indicating a high level of transaction dependence on the company and product.」

    Revenue dependence on Safran and titanium-aluminide blades increased to 97.2% from 96.5% in the previous fiscal year.
  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 pursue new mass-production projects and strengthen recruitment to reduce dependence on titanium-aluminide blades. No actual dependence ratio was disclosed.
  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 dependence on titanium-aluminide blades. No actual dependence ratio was disclosed.
  7. FY2024-Q1RestatedAnnual report

    「Strengthening recruitment to acquire and expand new mass-production projects in order to reduce business dependence on titanium-aluminide blades」

    The company continues measures to reduce dependence on titanium-aluminide blades, but no actual dependence ratio or reduction was disclosed.
  8. FY2023First statedAnnual report

    「In the fiscal year ended June 2023, sales to this company and sales of this product accounted for 96.5% of our revenue, indicating a high level of transaction dependence on the company and product.」

    The company states that contract termination, a reduction in share, a halt in LEAP production or aircraft defects could affect results, and plans to reduce dependence by expanding new projects.
Moved together

"Dependence on Interest-Bearing Debt and Financing Constraints" moved the same way as this thread, in the same document, in 3 of its 8 moves.

322222★123456
  1. ★This thread
  2. 1Dependence on Interest-Bearing Debt and Financing Constraints3×
  3. 2Increasing production of core products and expanding profitability while limiting large-scale capital investment2×
  4. 3Diversifying earnings away from dependence on titanium aluminide blades2×
  5. 4Winning new volume-production programs for aircraft components and non-aircraft products2×
  6. 5Development of New Material for Titanium-Aluminum Blades2×
  7. 6Entry into the titanium-aluminum blade MRO market using additive manufacturing (AM)2×

★ 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: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.