Komori
Toba (7472) · InitiativeWorsened

Strengthening the overseas strategy and global expansion

First written in FY2016. 9 of 35 entries say "Worsened", first in FY2019. Latest entry: 2026-11-06.

35entries
11years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019-Q3OtherFY2021-Q1 – FY2023-Q1OtherFY2024 – 2026-05-082016: 220162017: 320172018: 020182019: 320192020: 420202021: 420212022: 320222023: 420232024: 320242025: 220252026: 72026
Same theme, other companies
Expansion of the overseas business strategyA theme 51 companies write about · 0 as a headwind · 51 as a tailwind

Toba moved to the "Worse" side of this theme in 2019, 1 year before the typical company in this theme (2020).

The whole theme swung hardest in 2023: 3 of 30 companies on the "Worse" side.

13 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 51 companies compared. The sentences above are computed from all 51.
Full recordFilings, disclosures and news, newest first
  1. 2026-11-06RestatedResults

    「Against the backdrop of heightened deflation concerns in China's economy and sluggish personal consumption, sales of industrial robots to customers related to electronic components for various devices fell below the previous year.」

    中国経済のデフレ懸念・個人消費低迷を背景とする海外産業用ロボット販売の前年割れを再掲している。
  2. FY2027-H1WorsenedAnnual report

    「Against a backdrop of growing deflationary concerns and weak personal consumption in China, overseas sales of industrial robots to customers involved in electronic components for various devices fell below the previous year's level.」

    Overseas sales of industrial robots fell below the previous year's level against a backdrop of deflationary concerns and weak personal consumption in China.
  3. 2026-08-07SoftenedResults

    「また、海外販売につきましては、電子部品関連の得意先向けへの販売は前年同期を下回ったものの底堅く推移いたしました。」

    海外販売は従来の好調・堅調から、電子部品関連得意先向けでは前年同期を下回る一方で底堅いとの表現に変化した。
  4. FY2026Full-year confirmation of resilient overseas sales despite China's slowdownAnnual report

    「Although concerns over a slowdown in China's economy continued, overseas sales of industrial robots to customers involved in electronic components for various devices remained firm.」

    Overseas sales of industrial robots to customers involved in electronic components for various devices remained firm for the full year, despite continuing concerns over a slowdown in China's economy.
  5. FY2026-H1Strong overseas robot sales despite China's economic weaknessAnnual report

    「Although China's economic stagnation continued, overseas sales of industrial robots to customers involved in electronic components for various devices remained strong.」

    Sales of industrial robots to customers involved in electronic components for various devices remained strong despite continued economic stagnation in China.
  6. FY2025Recovery in overseas sales despite weakness in ChinaAnnual report

    「Although China's economic growth continued to slow, overseas sales of factory automation equipment to customers involved in electronic components for various devices significantly exceeded the previous fiscal year's level.」

    While China's economic growth continued to slow, overseas sales of factory automation equipment to customers involved in electronic components for various devices significantly exceeded the previous fiscal year's level.
  7. FY2025-H1Recovery in overseas sales despite weakness in ChinaAnnual report

    「Although China's economic stagnation continued, overseas sales of industrial robots to customers involved in electronic components for various devices exceeded the previous fiscal year's level.」

    While China's economic stagnation continued, sales of industrial robots to customers involved in electronic components for various devices exceeded the previous fiscal year's level.
  8. FY2024Full-year weakness in sales to China updatedAnnual report

    「Overseas sales were sluggish, as sales of industrial robots to key customers in China were affected by the economic slowdown.」

    Full-year results reflect sluggish sales of industrial robots to key customers due to the impact of China's economic slowdown.
  9. FY2024-Q3WorsenedAnnual report

    「Overseas sales were affected by the economic slowdown in China, and sales of industrial robots to electronic component-related customers declined as demand for smartphones and other devices remained sluggish.」

    Sales of industrial robots to electronic components customers continue to decline due to China's economic slowdown and weak device demand.
  10. FY2024-Q2WorsenedAnnual report

    「Overseas sales were affected by the economic slowdown in China, and sales of industrial robots to electronic component-related customers declined as demand for smartphones and other devices remained sluggish.」

    Sales of industrial robots to electronic components customers declined due to China's economic slowdown and weak demand for devices such as smartphones.
  11. FY2024-Q1Continued weakness in sales to ChinaAnnual report

    「Although the disruption caused by COVID-19 in China had subsided, overseas sales of industrial robots to related customers remained sluggish due to the lack of a recovery in private consumption and slower demand for smartphones, personal computers and other products.」

    While noting that the disruption caused by COVID-19 in China had subsided, the Company stated that sales of industrial robots to related customers remained sluggish due to the lack of a recovery in private consumption and slower demand for smartphones and personal computers.
  12. FY2023MaterialisedAnnual report

    「Meanwhile, overseas sales of industrial robots to customers related to electronic components for smartphones remained sluggish due to the impact of lockdowns resulting from the spread of COVID-19 in China, the subsequent resurgence of infections and US-China tensions over semiconductors, resulting in sales below the previous fiscal year.」

    The sluggishness of industrial robot sales to China, the target of the overseas strategy, was reflected in the full-year overseas sales results.
  13. FY2023-Q3WorsenedAnnual report

    「Meanwhile, overseas sales of industrial robots to customers related to electronic components for smartphones and sales to customers involved in automobile production remained sluggish due to the impact of lockdowns in China, the subsequent resurgence of infections and US-China tensions over semiconductors, resulting in sales below the previous year.」

    Overseas sales of industrial robots and automotive-related products remained sluggish and fell below the previous year due to the subsequent resurgence of infections after China's lockdowns and the impact of US-China tensions over semiconductors.
  14. FY2023-Q2WorsenedAnnual report

    「Overseas sales of industrial robots to customers related to electronic components for smartphones and sales to customers involved in automobile production remained sluggish due to the impact of the lockdown in China.」

    Overseas sales deteriorated from the previous description of high-level performance despite being below the previous year, to sluggish sales of industrial robots and automotive-related products due to the impact of China's lockdown.
  15. FY2023-Q1Overseas sales below the previous year but still at a high levelAnnual report

    「Although overseas sales of industrial robots to customers related to electronic components for smartphones fell below the previous year's level, they remained at a high level.」

    Although sales of industrial robots to customers related to electronic components for smartphones fell below the previous year's level, they remained high.
  16. FY2022Updated full-year overseas sales resultsAnnual report

    「In overseas sales, sales of industrial robots to customers related to electronic components for smartphones remained strong, continuing the trend from the previous fiscal year.」

    The Company noted that, rather than overseas sales as a whole, sales of industrial robots to customers related to electronic components for smartphones, including in China, remained strong for the full year, continuing the trend from the previous fiscal year.
  17. FY2022-Q2RestatedAnnual report

    「Overseas sales remained solid, with sales of industrial robots to customers related to electronic components for smartphones in China maintaining their strong performance.」

    The Company noted that it was sales of industrial robots to customers related to electronic components for smartphones in China that maintained their strong performance, not overseas sales as a whole.
  18. FY2022-Q1RestatedAnnual report

    「Overseas sales remained strong, with sales of industrial robots to customers related to electronic components for smartphones in China continuing to perform well.」

    The Company noted that it was sales of industrial robots to customers related to electronic components for smartphones in China that continued to perform well, not overseas sales as a whole.
  19. FY2021Continued strength in industrial robot sales to ChinaAnnual report

    「Overseas sales also remained strong, with sales of industrial robots to customers related to electronic components for smartphones in China remaining solid.」

    The Company noted that it was sales of industrial robots to customers related to electronic components for smartphones in China that remained strong, not overseas sales as a whole.
  20. FY2021-Q3Stagnant sales to China, but strong orders and inquiriesAnnual report

    「In overseas sales, sales of industrial robots to customers involved in electronic components for smartphones in China stagnated in the third quarter, while orders and inquiries remained strong.」

    The Company noted that sales of industrial robots to customers related to electronic components for smartphones in China stagnated in the third quarter, while orders and inquiries remained strong.
  21. FY2021-Q2Continued strength in sales to ChinaAnnual report

    「Overseas sales also remained strong, with sales of industrial robots to customers involved in electronic components for smartphones in China remaining solid.」

    The Company noted that it was sales of industrial robots to customers related to electronic components for smartphones in China that remained strong, not overseas sales as a whole.
  22. FY2021-Q1Partial recovery in overseas salesAnnual report

    「Overseas sales also remained solid, as demand for smartphones in China remained strong and sales of industrial robots to customers related to electronic components remained firm.」

    The Company noted that, although overseas sales had previously faced difficulties, demand for smartphones in China was strong and sales of industrial robots to electronic component-related customers remained solid. This does not indicate a recovery in overall overseas sales.
  23. FY2020WorsenedAnnual report

    「The Group's overseas sales also faced difficulties, although capital investment in automation and labor-saving equipment continued against a backdrop of rising labor costs, due to the impact of US-China trade tensions and slower growth in the overall smartphone market.」

    Although investment in automation and labor-saving equipment continued, overseas sales remained difficult due to US-China trade tensions and slower growth in the smartphone market.
  24. FY2020-Q3WorsenedAnnual report

    「During the third quarter of the current consolidated cumulative period, uncertainty about the outlook for the global economy increased, including due to the slowdown in the Chinese economy resulting from prolonged US-China trade tensions, and the overall economy continued to slow. In Japan, private consumption remained solid, but exports were sluggish due to the global economic slowdown, and growth remained weak as companies became more cautious about capital investment.」

    Prolonged US-China trade tensions and the slowdown in the Chinese economy increased uncertainty about the global outlook, while sluggish exports and caution toward capital investment continued.
  25. FY2020-Q1WorsenedAnnual report

    「During the first quarter of the current consolidated cumulative period, the global economy continued to slow moderately due to escalating US-China trade tensions and the issue of the UK's withdrawal from the EU. In Japan, capital investment and employment conditions remained solid, but domestic demand lacked strength, while exports also failed to grow as a result of the global economic slowdown.」

    The Company noted that the global economy continued to slow against a backdrop of escalating US-China trade tensions and the UK's EU withdrawal issue, while exports also remained sluggish.
  26. FY2019WorsenedAnnual report

    「Although capital investment in automation and labor-saving equipment continued in overseas markets against a backdrop of rising labor costs, sales faced difficulties from the second half of the fiscal year due to the impact of US-China trade tensions and slower growth in the overall smartphone market.」

    The Company noted that, although demand for automation and labor-saving equipment continued in overseas markets, sales faced difficulties from the second half of the fiscal year due to US-China trade tensions and slower growth in the smartphone market.
  27. FY2019-Q3Reported difficulties in overseas salesAnnual report

    「Against this backdrop, the Group actively expanded sales of control equipment, FA equipment and industrial equipment for capital investment by customers in its main markets, including electronic components, semiconductor manufacturing equipment, precision equipment, and automotive and automotive components. Domestic sales remained at roughly the same level as in the previous fiscal year, when they were strong on the back of solid capital investment, while overseas sales faced difficulties due in part to slower growth in the overall smartphone market.」

    The Company continues sales to major customer industries in Japan and overseas, while noting that overseas sales faced difficulties due to slower growth in the overall smartphone market.
  28. FY2018-Q2RestatedAnnual report

    「The Group has actively expanded sales, focusing on customers related to smartphones and tablet devices, whose adoption continues to spread in Japan and overseas; customers related to semiconductors and semiconductor manufacturing equipment, where demand for promoting IoT (the Internet of Things) remains strong; and customers related to automotive and automotive components, where technological development is advancing to promote the adoption of ASVs (advanced safety vehicles).」

    The Company continues to expand sales to customers in Japan and overseas related to smartphones and tablet devices, semiconductors and semiconductor manufacturing equipment, and automotive and automotive components.
  29. FY2017RestatedAnnual report

    「Strengthening the overseas strategy (a global sales strategy)」

    The Company continues to identify strengthening its overseas strategy as a priority issue in its global sales strategy.
  30. FY2017-Q3RestatedAnnual report

    「The Company has focused on customers in Japan related to automotive and automotive components, as well as customers related to smartphones and tablet devices in Japan and overseas, and customers related to semiconductor manufacturing equipment, where signs of recovery have emerged, and organic EL, whose practical application has begun.」

    The Company continues sales to customers in Japan and overseas in automotive and automotive components, smartphones, tablet devices, semiconductor manufacturing equipment, organic EL and related fields.
  31. FY2017-Q2RestatedAnnual report

    「The Company has also actively expanded sales of control equipment and industrial equipment, centered on FA equipment required for automation and labor-saving across manufacturing sites, both in Japan and overseas.」

    The Company continues sales activities targeting manufacturing sites in Japan and overseas.
  32. FY2016First statedAnnual report

    「Strengthening the overseas strategy (addressing the hollowing-out of domestic manufacturing)」

    The Company sells to overseas users, primarily through its overseas business group, and has an overseas business platform that includes its Shanghai subsidiary and other entities.
Moved together

"Protectionist Trade Policies, Trade Frictions, and Geopolitical Risks" moved the same way as this thread, in the same document, in 10 of its 35 moves.

1086333★123456
  1. ★This thread
  2. 1Protectionist Trade Policies, Trade Frictions, and Geopolitical Risks10×
  3. 2Risk of lower customer-industry capital investment due to economic fluctuations8×
  4. 3Country Risk in Overseas Operations6×
  5. 4Identifying promising products that contribute to the next generation3×
  6. 5Impact of natural disasters and infectious diseases on business assets and operating activities3×
  7. 6Supply chain disruptions and soaring raw material costs due to the resurgence of COVID-193×

★ 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
Toba's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Results of 2026-11-06: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.