Delayed recovery in overseas operations due to disruptions to shipping schedules
First written in FY2022-Q1. 5 of 12 entries say "Worsened", first in FY2022-Q2. Latest entry: 2026-11-04.
Spk moved to the "Worse" side of this theme in 2021, 1 year before the typical company in this theme (2022).
The whole theme swung hardest in 2024: 3 of 6 companies on the "Worse" side.
2 other companies' latest entry also says "Worsened".
- 2026-11-04WorsenedResults
「また、世界的な本船スケジュールの乱れにより、中東地域以外の輸出にも大きな影響が生じております。」
従来の中東情勢に加え、世界的な本船スケジュールの乱れが中東地域以外の輸出にも影響する形で記載された。 - FY2025MitigatedAnnual report
「The order backlog built up due to longer supplier lead times also translated smoothly into sales.」
The order backlog built up due to longer lead times translated smoothly into sales, resulting in 13.5% year-on-year revenue growth for the Overseas Sales Division. - FY2025-H1MitigatedAnnual report
「The Overseas Sales Division achieved record first-half sales on a standalone basis, as the order backlog accumulated for Latin America and Asia translated smoothly into sales.」
The buildup of the order backlog led to smooth shipments and sales, resulting in record first-half sales for the Overseas Sales Division on a standalone basis. The disclosure indicated that the impact of order backlogs caused by lead-time and shipping constraints was at least mitigated during the interim period. - FY2024WorsenedAnnual report
「Although supplier price increases have stabilised, lead times have not improved as much as expected, and back orders remain at a high level. As a result, exports slowed somewhat in the fourth quarter.」
Supplier price increases have stabilised, while longer lead times have not improved as expected. The disclosure noted that back orders remained high and that exports slowed in the fourth quarter. - FY2024-Q2MitigatedAnnual report
「This resulted from strong orders since last year and longer supplier lead times, which have built up the order backlog, together with the smooth shipment of those backlogged orders.」
Despite the continued longer supplier lead times and buildup of the order backlog, the backlog was shipped smoothly, leading to record quarterly sales for the Overseas Sales Division. - FY2024-Q1MitigatedAnnual report
「This resulted from strong orders since last year and longer supplier lead times, which have built up the order backlog, together with the smooth shipment of those backlogged orders.」
Although longer supplier lead times and the buildup of the order backlog have continued, the backlog was shipped smoothly, leading to record quarterly sales for the Overseas Sales Division. - FY2023WorsenedAnnual report
「Supplier lead times have yet to improve, and back orders continue to trend upward. Suppliers have also continued raising prices, raising concerns about the impact on future orders.」
Supplier lead times failed to improve and back orders began to trend upward. Price increases also continued, with the supply-constraint risk described as having worsened more specifically than in the prior filing. - FY2023-Q3RestatedAnnual report
「As a result, although supplier lead times remained extended and shipping schedules continued to be disrupted, business performance remained solid. Revenue was ¥13,598 million, an increase of 26.7% year on year.」
While supplier lead times remained extended and shipping schedules continued to be disrupted, performance at the Overseas Sales Headquarters remained solid, resulting in a 26.7% year-on-year increase in revenue. - FY2023-Q2RestatedAnnual report
「Although supplier lead times remain extended and shipping schedules continue to be disrupted, strong orders are translating into higher sales.」
Supplier lead times remained extended and shipping schedules continued to be disrupted, but orders translated into higher sales. - FY2022-Q3WorsenedAnnual report
「In the third quarter, the Overseas Sales Headquarters continued to receive strong orders from around the world, with orders from Latin America in particular remaining at record-high levels. Although shipping schedules remain disrupted, orders are translating steadily into sales, and the performance of the consolidated subsidiaries in Singapore and the United States also remained solid. As a result, revenue was ¥10,732 million, an increase of 39.0% year on year. Meanwhile, successive supplier price increases and lengthening lead times have become increasingly pronounced.」
While disruptions to shipping schedules continued, successive supplier price increases and lengthening lead times became increasingly pronounced. The company reported that orders were translating into sales, while supply-side risks had expanded. - FY2022-Q2WorsenedAnnual report
「In addition to the continuing disruptions to shipping schedules, strong orders have lengthened lead times at major suppliers, resulting in cases where shipments could not be made as planned.」
In addition to the previous disruptions to shipping schedules, strong orders caused lead times at major suppliers to lengthen, with the company reporting cases in which shipments could not be made as planned. - FY2022-Q1MaterialisedAnnual report
「The impact of COVID-19 continues in Asia, and recovery has been somewhat delayed by disruptions to shipping schedules. However, other regions, led by Latin America, performed strongly.」
The company stated that disruptions to shipping schedules had actually caused delays in the recovery of its overseas operations in Asia.