Risk of longer lead times due to a shortage of operators at construction sites
First written in FY2022-Q2. 2 of 6 entries say "Worsened", first in FY2023. Latest entry: 2026-10-19.
Nanyo moved to the "Worse" side of this theme in 2023, 3 years after the typical company in this theme (2020).
The whole theme swung hardest in 2022: 6 of 14 companies on the "Worse" side.
10 other companies' latest entry also says "Restated".
- FY2026MaterialisedAnnual report
「In addition to continued sluggish purchasing sentiment due to persistently high product prices, the business remained in a difficult environment owing to declining public- and private-sector construction demand and shortages of construction machinery operators.」
The shortage of operators was reflected in full-year results as a factor contributing to the difficult business environment in the construction equipment business. - 2026-05-12WorsenedEarnings
「In addition to continued sluggish purchasing sentiment due to persistently high product prices, the business remained in a difficult environment owing to declining public- and private-sector construction demand and shortages of construction machinery operators.」
Shortages of construction machinery operators became an actual factor contributing to the difficult business environment during the period. - FY2023WorsenedAnnual report
「The uncertain business environment is expected to continue due to the impact of longer lead times caused by parts shortages, soaring construction material prices, and increasingly severe labor shortages.」
Regarding labor shortages at construction sites, the company described the issue as the "increasing severity of labor shortages," rather than the previously cited shortage of operators, and included it alongside soaring construction material prices and longer lead times as a factor contributing to uncertainty in the next fiscal year. - FY2022-Q2First statedAnnual report
「As the impact of longer lead times for construction equipment due to shortages of operators and parts at construction sites became more pronounced,」
A shortage of operators at construction sites was mentioned for the first time as a factor in the business environment in which longer lead times for construction equipment have become pronounced.