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Kimura (7461) · RiskRestated

Higher transport costs due to labor shortages and higher prices due to the weaker yen

First written in FY2017. 10 of 16 entries say "Restated". Latest entry: 2026-08-10.

16entries
10years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseReframedFY2018 – FY2020-Q1WorsenedFY2020-Q2 – FY2023-Q1RestatedFY2023-Q2 – FY2026-H12017: 220172018: 120182019: 220192020: 020202021: 020212022: 220222023: 420232024: 120242025: 220252026: 22026
Same theme, other companies
Decline in construction demand due to building-material supply constraints and soaring pricesA theme 23 companies write about · 24 as a headwind · 0 as a tailwind

Kimura moved to the "Worse" side of this theme in 2018, 4 years before the typical company in this theme (2022).

The whole theme swung hardest in 2025: 9 of 14 companies on the "Worse" side.

5 other companies' latest entry also says "Restated".

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 23 companies compared. The sentences above are computed from all 23.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「In this industry, housing prices continue to rise and remain elevated due in part to shortages of skilled workers, soaring raw material prices and higher procurement costs resulting from the weaker yen.」

    It continues to identify shortages of skilled workers, soaring raw material prices, higher procurement costs due to the weaker yen and soaring housing prices as factors in the environment for the housing-related business.
  2. FY2025RestatedAnnual report

    「It is believed that shortages of skilled workers and higher housing prices due to soaring material prices are reducing consumer sentiment.」

    It continues to identify shortages of skilled workers, soaring material prices and weaker consumer sentiment due to higher housing prices as factors contributing to the difficult environment for the housing-related business.
  3. FY2025-H1RestatedAnnual report

    「In this industry, housing prices have become higher than before due in part to shortages of skilled workers, soaring raw material prices and higher procurement costs resulting from the weaker yen.」

    It continues to identify shortages of skilled workers, soaring raw material prices, higher procurement costs due to the weaker yen and higher housing prices as factors contributing to the difficult environment for the housing-related business.
  4. FY2024-Q2RestatedAnnual report

    「In this industry, housing construction costs have remained elevated due to soaring material prices.」

    It continues to identify soaring material prices and persistently high housing construction costs as factors contributing to the difficult environment for the housing-related business.
  5. FY2024-Q1RestatedAnnual report

    「In this industry, housing prices have become higher than before due in part to soaring raw material prices and higher procurement costs resulting from the weaker yen.」

    It continues to identify soaring raw material prices, higher procurement costs due to the weaker yen and higher housing prices as concerns in the operating environment.
  6. FY2023RestatedAnnual report

    「It is believed that higher housing prices resulting from soaring material prices are reducing consumer sentiment.」

    It continues to identify higher housing prices due to soaring material prices and weaker consumer sentiment as factors weighing on the housing business environment.
  7. FY2023-Q3RestatedAnnual report

    「In Japan as well, uncertainty about the outlook continues due to declining real incomes resulting from rising prices and higher corporate costs.」

    It continues to identify declining real incomes due to rising prices and higher corporate costs as factors weighing on the operating environment.
  8. FY2023-Q2RestatedAnnual report

    「For the time being, housing prices are expected to remain elevated due to soaring raw material prices and higher procurement costs resulting from the weaker yen, and the outlook is uncertain as a difficult operating environment is expected to continue.」

    It continues to express concern about soaring raw material prices, higher procurement costs due to the weaker yen and persistently high housing prices.
  9. FY2023-Q1WorsenedAnnual report

    「In this industry, inflation in housing prices is a concern due to soaring raw material prices and higher procurement costs resulting from the weaker yen.」

    In addition to the previous references to labor shortages, higher transport costs and higher prices due to the weaker yen, it cites concerns about housing-price inflation resulting from soaring raw material prices and higher procurement costs.
  10. FY2020-Q2WorsenedAnnual report

    「The possibility of entering an economic downturn has emerged as serious labor shortages have driven up labor costs and damage from Typhoon No. 15 has caused business activity to stagnate in some regions.」

    The labor shortage is described as serious, and higher labor costs are specifically cited as a factor weighing on the economy.
  11. FY2020-Q1ReframedAnnual report

    「The reduction in operating days due to a long holiday period caused business activity to stagnate, while higher labor costs to secure workers during the holiday and increased logistics costs exerted downward pressure on the economy.」

    The description of cost pressures has been reorganized from the previous references to labor shortages and higher prices due to the weaker yen to downward pressure on the economy from higher labor costs and increased logistics costs associated with the long holiday period.
  12. FY2018ReframedAnnual report

    「However, the increasing burden of corporate costs, including the worsening labor shortage and rising raw material prices, is also raising concerns as a factor that could restrain economic expansion,」

    Although labor shortages continue, the description has been reorganized from the previous references to higher transport costs and higher prices due to the weaker yen to the broader increase in corporate cost burdens, including rising raw material prices.
  13. FY2018-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It states that there have been no material changes to the existing risks, including higher transport costs due to labor shortages and higher prices resulting from the weaker yen.
  14. FY2017First statedAnnual report

    「Its growth has slowed as higher transport costs due to labor shortages and higher prices resulting from the weaker yen have acted as constraints.」

    It states that higher transport costs due to labor shortages and higher prices resulting from the weaker yen have actually constrained growth in the housing industry.
Moved together

"Economic uncertainty due to the Trump administration and downside risks to the Chinese economy" moved the same way as this thread, in the same document, in 5 of its 16 moves.

53322★12345
  1. ★This thread
  2. 1Economic uncertainty due to the Trump administration and downside risks to the Chinese economy5×
  3. 2Shrinking housing demand due to declining birth rates, population ageing and population decline3×
  4. 3Housing market growth slows due to high construction costs3×
  5. 4Operating loss in scaffolding rental due to front-loaded materials procurement2×
  6. 5Impact on business performance of the change to a 10% consumption tax rate2×

★ 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
Kimura's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Results of 2026-08-10: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Higher transport costs due to labor shortages and higher prices due to the weaker yen | KIMURA CO.,LTD. (7461) | Komori