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Reform Technology (7695) · InitiativeAdvanced

Increasing Inventory in Preparation for Product Supply Delays

First written in FY2023-Q2. 6 of 11 entries say "Advanced", first in FY2025-H1. Latest entry: 2026-08-14.

11entries
5years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023-Q2 – FY2023-Q3OtherFY2024-Q2 – FY2024AdvancedFY2025-H1 – 2026-08-142022: 12023: 320232024: 220242025: 120252026: 42026
Same theme, other companies
Strategic Inventory BuildupA theme 5 companies write about · 2 as a headwind · 2 as a tailwind

1 other company's latest entry also says "Advanced".

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

    「This was mainly due to increases of ¥729,818 thousand in cash and deposits from financing working capital and a private placement, and ¥164,385 thousand in merchandise from securing inventory of seasonal products.」

    Merchandise increased by ¥164.385 million through the securing of seasonal merchandise, which was identified as a factor behind the full-year increase in assets in preparation for the busy season and seasonal demand.
  2. 2026-05-14AdvancedRevision of earnings forecasts

    「This was mainly due to increases of ¥729,818 thousand in cash and deposits from financing working capital and a private placement, and ¥164,385 thousand in merchandise from securing inventory of seasonal products.」

    The full-year results showed a ¥164,385 thousand increase in merchandise inventory to secure seasonal products.
  3. FY2026-H1AdvancedAnnual report

    「This was mainly due to increases of ¥150.348 million in cash and deposits associated with working capital financing, ¥106.104 million in prepaid expenses due mainly to higher prepaid insurance premiums following the commencement of consolidation of IMI, and ¥92.935 million in merchandise from securing seasonal merchandise.」

    Merchandise increased by ¥92.935 million through the securing of seasonal merchandise, demonstrating the results of securing merchandise in preparation for the busy season and seasonal demand.
  4. FY2025-H1AdvancedAnnual report

    「This was mainly due to a ¥102.676 million increase in accounts payable associated with higher sales and securing merchandise for the busy season.」

    Securing merchandise for the busy season continued, and the ¥102.676 million increase in accounts payable was specifically disclosed.
  5. FY2024Securing merchandise for the busy seasonAnnual report

    「This was mainly due to a ¥157.219 million decrease in cash and deposits resulting from television commercials and other activities, offset by increases of ¥237.405 million in accounts receivable due to higher sales and ¥22.630 million in merchandise from securing merchandise.」

    In addition to preparation for previous supply delays and soaring prices, the current fiscal year’s disclosure cited an increase in merchandise from securing merchandise.
  6. FY2024-Q2Decrease in inventory following the elimination of back ordersAnnual report

    「This was attributable to a ¥42.659 million decrease in inventories as back orders were cleared.」

    The disclosure cited a decrease in merchandise accompanying the elimination of back orders, rather than inventory expansion in preparation for previous supply delays or soaring prices, indicating a change in the status of the inventory measures.
  7. FY2023ReframedAnnual report

    「This was mainly due to increases of ¥392.316 million in cash and deposits associated with working capital financing, ¥112.757 million in accounts receivable associated with higher sales, and ¥105.353 million in merchandise associated with expanded inventory in preparation for soaring prices.」

    It was explained that, in FY2023, inventory was expanded not only in preparation for previous supply delays but also in preparation for soaring prices, broadening the purpose of inventory expansion.
  8. FY2023-Q3RestatedAnnual report

    「This was mainly due to increases of ¥259.345 million in cash and deposits associated with working capital financing, ¥191.814 million in merchandise associated with expanded inventory in preparation for supply delays, and ¥60.506 million in accounts receivable associated with higher sales.」

    Inventory expansion in preparation for supply delays continued, and the disclosure indicated that merchandise increased by ¥191.814 million.
  9. FY2023-Q2First statedAnnual report

    「This was mainly due to increases of ¥211.549 million in merchandise associated with expanded inventory in preparation for supply delays and ¥56.382 million in accounts receivable associated with higher sales.」

    The expansion of inventory in preparation for supply delays was implemented, and an increase of ¥211.549 million in merchandise was disclosed.
Moved together

"Cumulative third-quarter sales and profit results" moved the same way as this thread, in the same document, in 5 of its 11 moves.

555544★123456
  1. ★This thread
  2. 1Cumulative third-quarter sales and profit results5×
  3. 2Stable System Operations and Continuous System Enhancement5×
  4. 3Offering New Products and Expanding Business Areas to Capture Replacement Demand5×
  5. 4Segment performance in the Housing Equipment DX and Solutions businesses5×
  6. 5Expanding Sales Channels by Strengthening B2B Transactions with Residential Equipment Manufacturers and Others4×
  7. 6Strengthening Information Systems and Entering the DX Solutions Business by Making 株式会社アイピーエス a Subsidiary4×

★ 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
No upcoming earnings preview for Reform Technology yet. It last moved in the Earnings presentation of 2026-08-14: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Increasing Inventory in Preparation for Product Supply Delays | Reform Technology,Inc. (7695) | Komori