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Argo Graphics (7595) · FactAdvanced

Growth in PLM sales to the semiconductor industry

First written in FY2018-Q1. 20 of 29 entries say "Advanced", first in FY2018-Q2. Latest entry: FY2026.

29entries
10years
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2018-Q2 – FY2020-Q3AdvancedFY2022-Q1 – FY2023-Q3AdvancedFY2024 – FY20252017: 220172018: 420182019: 320192020: 420202021: 320212022: 420222023: 320232024: 320242025: 120252026: 22026
Same theme, other companies
Growth in PLM orders and sales in the semiconductor industryA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

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

Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「System implementation support 27,637,603 118.8」

    Against a backdrop of growing semiconductor demand and policy support for domestic production sites, orders received for system implementation support were ¥27,637 million, or 118.8% of the year-earlier level, while the order backlog increased to ¥5,785 million, or 193.4%.
  2. 2026-05-15RestatedRevision of earnings forecasts

    「Amid continued growth in semiconductor demand and global production, capital investment remained firm, supported not only by higher IT investment at domestic production sites but also by investment in equipment backed by policy support and other factors. Strong growth in hardware-centered solutions helped mitigate the impact of large projects in the previous fiscal year.」

    The company continues to cite growing semiconductor demand and production, as well as firm IT investment at domestic production sites.
  3. FY2025AdvancedAnnual report

    「In the semiconductor-related industries, our major customers, equipment installations, expansions and renewals became more active against a backdrop of the global increase in semiconductor production, expected future demand growth and policy support aimed at strengthening domestic production sites. In addition, demand for more advanced and complex IT infrastructure increased across a wide range of industries, resulting in significant growth in solutions centered on hardware. As a result, revenue increased by ¥7,654 million, or 44.5%, year on year to ¥24,869 million.」

    Support for system implementation grew significantly against a backdrop of increased semiconductor production and policy support for domestic production sites, and revenue increased 44.5% to ¥24,869 million.
  4. FY2025-H1AdvancedAnnual report

    「In the PLM business, robust R&D appetite in the automotive industry and continued firm investment demand in Japan's semiconductor industry resulted in revenue from external customers of ¥32,646 million, up 18.8% year on year, and segment profit of ¥4,837 million, up 9.9%.」

    Against a backdrop of strong R&D appetite in the automotive industry and investment demand from Japan's semiconductor industry, PLM revenue increased 18.8% and segment profit increased 9.9%.
  5. FY2024AdvancedAnnual report

    「As a result, for the fiscal year, revenue was ¥59,511 million, up 11.6% year on year, driven by robust R&D investment in the automotive industry and semiconductor industry capital expenditure, which remained stronger than initially expected, partly due to government subsidies.」

    Strong R&D investment in the automotive industry and semiconductor industry capital expenditure supported by government subsidies contributed to the 11.6% increase in company-wide revenue.
  6. FY2024-Q3The decline following the previous increase in semiconductor solution sales bottomed outAnnual report

    「As a result, for the nine-month period of the current consolidated fiscal year, sales were ¥42,186 million, up 17.5% year on year, as the decline following the previous increase in solution sales to the semiconductor industry, which had affected results through the second quarter, had largely bottomed out, while PLM solutions expanded significantly into industries related to industrial machinery in addition to automotive-related industries.」

    The decline in sales of solutions for the semiconductor industry appears to have largely bottomed out after the impact through the second quarter.
  7. FY2024-Q2RestatedAnnual report

    「As a result, operating performance for the six months ended in the second quarter of the current consolidated fiscal year was in line with the initial outlook. Despite a decline following strong semiconductor-industry solution sales in the previous period, PLM solutions expanded beyond the automotive-related industry into the industrial machinery-related industry, bringing revenue to ¥28,366 million, up 13.3% year on year.」

    The decline following the previous increase in semiconductor solution sales continued, but expansion of PLM solutions into industries related to industrial machinery became a factor driving sales growth.
  8. FY2024-Q1Decline following the previous increase in semiconductor solution salesAnnual report

    「As a result, operating performance for the three months ended in the first quarter of the current consolidated fiscal year reflected a decline following strong semiconductor-industry solution sales in the previous period, but PLM solutions expanded beyond the automotive-related industry into the industrial machinery-related industry, bringing revenue to ¥14,461 million, up 2.9% year on year.」

    While semiconductor solution sales, previously cited as a growth driver, declined following the earlier increase, expansion of PLM solutions into industries related to industrial machinery was identified as a factor driving sales growth.
  9. FY2023-Q3AdvancedAnnual report

    「As a result, for the nine-month period of the current consolidated fiscal year, operating results reflected the success of the solution and cross-selling strategy targeting customers in the automotive-related and semiconductor industries. Sales were ¥35,903 million, up 7.7% year on year.」

    The solution and cross-selling strategy targeting customers in the automotive-related and semiconductor industries was successful, resulting in 7.7% growth in consolidated sales from business expansion among key customer industries, including semiconductors.
  10. FY2023-Q2AdvancedAnnual report

    「In the PLM business, increased orders for IT solutions and platform businesses that enable the corporate transformation (DX) of automotive-related customers resulted in revenue from external customers of ¥24,060 million, up 6.7% year on year, and segment profit of ¥3,604 million, up 15.2%.」

    PLM business sales and segment profit exceeded the previous year, driven by an increase in orders for DX and platform businesses for automotive-related customers.
  11. FY2023-Q1AdvancedAnnual report

    「In the PLM business, the recovery of major customers’ domestic operations led to an increase in orders. Sales to external customers were ¥13,483 million, up 15.4% year on year, and segment profit was ¥1,945 million, up 18.3%.」

    Major customers’ domestic operations recovered from the previous fiscal year’s period of declining sales, and PLM business sales increased 15.4% while segment profit increased 18.3%.
  12. FY2022AdvancedAnnual report

    「As in the previous fiscal year, the Company secured a contract for a process management system related to a major customer’s capital investment in semiconductor plant expansion. Sales increased by ¥348 million, or 2.5%, from the previous consolidated fiscal year to ¥14,427 million.」

    The contract for a process management system related to semiconductor plant expansion investment continued, and sales from system implementation support increased 2.5%.
  13. FY2022-Q3AdvancedAnnual report

    「In the PLM business, the domestic business moved toward recovery. Sales to external customers were ¥31,952 million, up 10.2% year on year, and segment profit was ¥4,405 million, up 15.0%.」

    The domestic PLM business moved toward recovery from the period of declining sales caused by the freezing of automotive-related spending and the postponement of IT investment plans in the previous fiscal year, with sales up 10.2% and segment profit up 15.0%.
  14. FY2022-Q2AdvancedAnnual report

    「In the PLM business, the domestic business moved toward recovery. Sales to external customers were ¥22,547 million, up 11.7% year on year, and segment profit was ¥3,129 million, up 10.1%.」

    The domestic PLM business moved toward recovery from the period of declining sales through the previous quarter, with sales up 11.7% and segment profit up 10.1%.
  15. FY2022-Q1AdvancedAnnual report

    「In the PLM business, the domestic business moved toward recovery. Sales to external customers were ¥11,688 million, up 3.5% year on year, and segment profit was ¥1,644 million, up 8.3%.」

    The PLM business moved from the period of declining sales caused by restrained automotive- and semiconductor-related investment and the completion of large projects through the previous quarter to a recovery in the domestic business, with sales up 3.5% and segment profit up 8.3%.
  16. FY2021-Q3Lower PLM sales and profit due to project postponements and restrained IT investmentAnnual report

    「In the PLM business, revenue from external customers was ¥29,002 million, down 14.6% year on year, and segment profit was ¥3,831 million, down 17.9%, due to the temporary freezing and reduction of service and maintenance-related spending and the postponement of IT investment plans in the automotive-related business.」

    Due to the freezing and reduction of automotive-related maintenance spending and the postponement of IT investment plans, PLM sales shifted from growth driven by increased investment to lower sales and profit.
  17. FY2021-Q2PLM revenue decline due to the freezing of automotive-related spending and other factorsAnnual report

    「In the PLM business, revenue from external customers was ¥20,191 million, down 13.0% year on year, and segment profit was ¥2,842 million, down 12.0%, due to the temporary freezing and reduction of service and maintenance-related spending and the postponement of IT investment plans in the automotive-related business.」

    While PLM sales had previously grown against a backdrop of increased investment in the automotive and semiconductor industries, the PLM business posted lower sales and profit in the first half due to the freezing and reduction of automotive-related maintenance spending and the postponement of IT investment plans.
  18. FY2021-Q1Revenue decline following the completion of a large semiconductor-related projectAnnual report

    「Sales were ¥11,765 million, down 8.8% year on year, due to a decline in the system implementation business following restrictions on sales activities and the completion of a large project in the semiconductor-related business.」

    Group-wide sales decreased 8.8% year on year, mainly due to the completion of a large project in the semiconductor-related business.
  19. FY2020Decline during a semiconductor demand troughAnnual report

    「The previous fiscal year included a large contract for a process management system for the expansion of a major customer’s semiconductor plant. In the current fiscal year, however, sales decreased by ¥699 million, or 5.1%, from the previous consolidated fiscal year to ¥12,928 million, partly because semiconductor demand was in a trough.」

    Sales from system implementation support decreased 5.1%, due to the absence of the previous year’s large contract for semiconductor plant expansion and a trough in semiconductor demand.
  20. FY2020-Q3AdvancedAnnual report

    「In the PLM business, supported by demand for IT investment in the automotive industry aimed at addressing next-generation technologies and strengthening development platforms, revenue from external customers was ¥33,949 million, up 8.5% year on year, and segment profit was ¥4,665 million, up 28.6%.」

    Against a backdrop of demand for IT investment to support next-generation technologies and strengthen development platforms in the automotive industry, PLM business sales increased 8.5% and segment profit increased 28.6%.
  21. FY2020-Q1AdvancedAnnual report

    「In the PLM business, sales to external customers were ¥12,478 million, up 13.8% year on year, and segment profit was ¥1,681 million, up 32.8%, as IT investment in the automotive industry remained active and sales of production management process systems for the semiconductor industry grew.」

    Against a backdrop of IT investment in the automotive industry and increased sales of production management process systems for the semiconductor industry, PLM business sales increased 13.8% and segment profit increased 32.8%.
  22. FY2019AdvancedAnnual report

    「In the PLM business, sales grew as investment appetite in the automotive industry remained strong and sales of production management process systems for the semiconductor industry increased. Sales to external customers were ¥10,961 million, up 17.8% year on year, and segment profit was ¥1,266 million, up 35.3%.」

    Sales and segment profit in the PLM business exceeded the previous year, driven in part by increased sales of production management process systems for the semiconductor industry. For the full fiscal year, PLM business sales were ¥43,302 million and segment profit was ¥4,835 million.
  23. FY2019-Q3AdvancedAnnual report

    「In the PLM business, sales to external customers were ¥31,278 million, up 18.4% year on year, and segment profit was ¥3,627 million, up 44.7%, as R&D investment in the automotive industry and capital investment in the semiconductor industry remained active.」

    Against a backdrop of R&D investment in the automotive industry and capital investment in the semiconductor industry, PLM business sales increased 18.4% and segment profit increased 44.7%.
  24. FY2019-Q2AdvancedAnnual report

    「In the PLM business, sales to external customers were ¥21,088 million, up 16.4% year on year, and segment profit was ¥2,328 million, up 31.6%, supported by active research and development investment in the automotive industry and increased production in the semiconductor industry.」

    Against a backdrop of R&D investment in the automotive industry and increased semiconductor production, PLM business sales increased 16.4% and segment profit increased 31.6%.
  25. FY2019-Q1AdvancedAnnual report

    「In the PLM business, sales grew as investment appetite in the automotive industry remained strong and sales of production management process systems for the semiconductor industry increased. Sales to external customers were ¥10,961 million, up 17.8% year on year, and segment profit was ¥1,266 million, up 35.3%.」

    Against a backdrop of strong investment appetite in the automotive industry and increased sales of production management process systems for the semiconductor industry, PLM business sales increased 17.8% and segment profit increased 35.3%.
  26. FY2018AdvancedAnnual report

    「Supported by aggressive production capacity expansion in the semiconductor industry, orders for manufacturing-line process management systems remained firm, among other factors. As a result, sales increased by ¥2,566 million, or 28.2%, from the previous consolidated fiscal year to ¥11,674 million.」

    Against a backdrop of increased semiconductor production capacity, PLM business sales from system implementation support increased 28.2% year on year to ¥11,674 million.
  27. FY2018-Q3AdvancedAnnual report

    「In the PLM business, investment in semiconductor-related equipment in the electrical and electronics industry and investment across the automotive industry remained active. Sales to external customers were ¥26,408 million, up 9.0% year on year, and segment profit was ¥2,505 million, up 17.0%.」

    Against a backdrop of active investment in the semiconductor and automotive industries, PLM business sales increased 9.0% and segment profit increased 17.0%.
  28. FY2018-Q2AdvancedAnnual report

    「In the PLM business, sales grew mainly among customers in the automotive and semiconductor industries, where investment appetite was strong. Sales to external customers were ¥18,111 million, up 8.0% year on year, and segment profit was ¥1,769 million, up 15.0%.」

    Including the automotive industry as well as the semiconductor industry, PLM business sales increased 8.0% and segment profit increased 15.0%.
  29. FY2018-Q1First statedAnnual report

    「In the PLM business, sales grew mainly in the semiconductor industry among the Company’s manufacturing customers. Sales to external customers were ¥9,300 million, up 8.6% year on year, and segment profit was ¥935 million, up 19.7%.」

    The Company states that sales in the PLM business grew mainly among manufacturing customers in the semiconductor industry.
Moved together

"Growth in record-high net sales and operating profit" moved the same way as this thread, in the same document, in 20 of its 29 moves.

2015101098★123456
  1. ★This thread
  2. 1Growth in record-high net sales and operating profit20×
  3. 2Staffing increases and sales capability enhancement to capture EDA demand15×
  4. 3Stable, Sustainable Dividends Based on Performance Linkage10×
  5. 4Higher Value-Added Offerings Built Around PLM Solutions10×
  6. 5Cash Generation from Operating Activities and Increase in Cash and Cash Equivalents9×
  7. 6Increasing Utilization of In-House Technical Staff and Reducing Expenses8×

★ 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
Argo Graphics's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Revision of earnings forecasts of 2026-05-15: "Restated".
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Growth in PLM sales to the semiconductor industry | ARGO GRAPHICS Inc. (7595) | Komori