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Argo Graphics (7595) · RiskWorsenedLatest Earnings (2026-07-31): "Materialised"

Impact on Delivery Schedules and Financial Results Due to Delays in Overseas Hardware Procurement

First written in FY2020. 2 of 5 entries say "Materialised", first in FY2021-Q3. Latest entry: 2026-07-31.

5entries
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ProgressHeldSoftenedWorseMaterialisedFY2021-Q3 – 2026-07-312020: 120202021: 120212022: 220222023: 020232024: 020242025: 020252026: 12026
Same theme, other companies
Impact on Delivery Schedules and Financial Results Due to Delays in Overseas Hardware ProcurementA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

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

Full recordFilings, disclosures and news, newest first
  1. 2026-07-31MaterialisedEarnings

    「In addition to changes in the sales mix and the impact of delays in some procurement, segment profit decreased to ¥2,037 million, down 12.6%, due in part to continued investment in personnel with a view to future growth.」

    The company states that delays in some procurement actually occurred and identifies them as a factor affecting segment profit in the PLM business.
  2. FY2023-Q2WorsenedAnnual report

    「Rising raw-material prices and supply-chain disruptions caused by geopolitical risks are worsening, while substantial inflation in countries around the world, including Japan, is having a major impact on people's lives.」

    It is stated that supply-chain disruptions related to the existing risk of delays in overseas hardware procurement are worsening against the backdrop of geopolitical risks.
  3. FY2022WorsenedAnnual report

    「Geopolitical risks that emerged at the end of the fiscal year could cause problems, including delays in deliveries from overseas, across the supply chain for our hardware procurement and other activities.」

    The existing risk of delays in overseas hardware procurement has been joined by geopolitical risks that emerged at the end of the fiscal year and the possibility of impacts across the entire supply chain.
  4. FY2021-Q3MaterialisedAnnual report

    「As in the second quarter, some customers postponed decisions on projects due to changes in their business environment, while delays in delivery also occurred at some developers and equipment suppliers.」

    It is stated that delivery delays at developers and equipment suppliers actually occurred, continuing from the second quarter.
  5. FY2020First statedAnnual report

    「The impact of COVID-19 on hardware procurement during the fiscal year under review was limited, although some deliveries of hardware procured from overseas were delayed. We will pay close attention to managing delivery schedules to customers, but any future delays in procuring hardware from overseas could affect our performance.」

    It is stated that some delays in deliveries of overseas-procured products actually occurred, and that future procurement delays could affect delivery schedules and performance.
Moved together

"Market Value Fluctuation Risk for Investment Securities" moved the same way as this thread, in the same document, in 4 of its 5 moves.

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  1. ★This thread
  2. 1Market Value Fluctuation Risk for Investment Securities4×
  3. 2Financial Market Instability and Uncertainty over the Economic Outlook Due to the UK's Withdrawal from the EU and Other Factors3×
  4. 3Impact on business performance from reduced IT investment in the manufacturing sector2×

★ 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 Earnings of 2026-07-31: "Materialised".
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Impact on Delivery Schedules and Financial Results Due to Delays in Overseas Hardware Procurement | ARGO GRAPHICS Inc. (7595) | Komori