Komori
Kokusai (7722) · RiskRestatedLatest Results (2026-05-15): "Worsened"

Caution on Capital Investment Due to Semiconductor Shortages and Soaring Material Prices

First written in FY2022-Q1. 5 of 13 entries say "Restated". Latest entry: 2026-05-15.

13entries
6years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2023-Q1 – FY2023-Q3RestatedFY2024-Q1 – FY2026-H12021: 220212022: 320222023: 320232024: 320242025: 120252026: 12026
Same theme, other companies
半導体部品不足による設計設備投資への波及遅延A theme 2 companies write about · 2 as a headwind · 0 as a tailwind

Kokusai moved to the "Worse" side of this theme in 2021.

0 other companies' latest entry also says "Worsened".

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. 2026-05-15WorsenedResults

    「米国とイランの紛争による原材料価格高騰や原油のサプライチェーンの寸断などの影響が発生することにより、当社の製品製造に影響を及ぼすことが見込まれております。」

    原材料価格高騰と原油のサプライチェーン寸断による製造影響の可能性が追加的に示された。
  2. FY2026-H1RestatedAnnual report

    「During the current interim consolidated accounting period, the business environment surrounding our Group was affected by longer component lead times and higher resource prices, although the effects of the semiconductor shortage were gradually easing,」

    Although the effects of the semiconductor shortage are gradually easing, longer component lead times and higher resource prices remain concerns affecting the business environment.
  3. FY2025-H1RestatedAnnual report

    「During the current interim consolidated accounting period, the business environment surrounding our Group was affected by longer component lead times and higher resource prices, although the effects of the semiconductor shortage were gradually easing,」

    Although the effects of the semiconductor shortage are gradually easing, longer component lead times and higher resource prices remain concerns affecting the business environment.
  4. FY2024Easing semiconductor shortages and continued component delivery delays and resource price increasesAnnual report

    「Although the effects of the semiconductor shortage are gradually easing, the business environment continues to be affected by longer component lead times and higher resource prices」

    Although the effects of the semiconductor shortage are gradually easing, longer component lead times and higher resource prices remain concerns affecting the business environment.
  5. FY2024-Q3RestatedAnnual report

    「During the cumulative third quarter period, the business environment surrounding our Group was affected by longer component lead times and higher resource prices, although the effects of the semiconductor shortage were gradually easing, and the prolonged tensions surrounding Ukraine have continued to create an uncertain outlook.」

    Although the effects of the semiconductor shortage are gradually easing, uncertainty caused by longer component lead times, higher resource prices and the prolonged situation in Ukraine has continued.
  6. FY2024-Q2RestatedAnnual report

    「During the cumulative second quarter period, the business environment surrounding our Group was affected by longer component lead times and higher resource prices, although the effects of the semiconductor shortage were gradually easing」

    Although the effects of the semiconductor shortage are gradually easing, longer component lead times and higher resource prices remain concerns affecting the business environment.
  7. FY2024-Q1Easing semiconductor shortages and continued component delivery delays and resource price increasesAnnual report

    「During the cumulative first quarter period, the business environment surrounding our Group was affected by longer component lead times and higher resource prices, although the effects of the semiconductor shortage were gradually easing」

    Although the effects of the semiconductor shortage are gradually easing, longer component lead times and higher resource prices remain concerns affecting the business environment.
  8. FY2023-Q3WorsenedAnnual report

    「In addition to the effects of the global semiconductor shortage and high crude oil prices, the Japanese economy has been affected by shortages of components and other items, and corporate capital investment has remained weak.」

    In addition to the semiconductor shortage and soaring material prices, the effects of shortages of components and other items have become apparent in the Japanese economy and corporate capital investment. On the revenue side, shortages have also materialized as longer manufacturing lead times.
  9. FY2023-Q2MaterialisedAnnual report

    「Although prolonged product manufacturing lead times due to shortages of parts and other items, customer-requested delivery-schedule adjustments related to COVID-19, and projects awaiting export due to shortages of ocean-going vessels and containers continued, revenue declined year on year because sales and customer acceptance of balancing machines, primarily for tire manufacturers in Asia, and electric servomotor vibration-testing machines for Japan decreased.」

    Shortages of components and other items have materialized as longer product manufacturing lead times, and, together with delivery-date adjustments and waits for export, have contributed to lower sales acceptances and declining revenue.
  10. FY2023-Q1WorsenedAnnual report

    「In addition to the effects of the global semiconductor shortage and high crude oil prices, the Japanese economy has been affected by shortages of components and other items, and corporate capital investment has remained weak.」

    In addition to the semiconductor shortage and soaring material prices, the effects of high crude oil prices and shortages of components and other items have become apparent, and corporate capital investment has remained weak.
  11. FY2022-Q3RestatedAnnual report

    「Capital investment is being considered cautiously due to concerns including production cuts caused by semiconductor shortages and soaring prices of various materials.」

    Cautious capital investment due to production cuts caused by semiconductor shortages and soaring material prices has continued.
  12. FY2022-Q2MaterialisedAnnual report

    「Capital investment is being considered cautiously due to concerns including production cuts caused by semiconductor shortages and soaring prices of various materials.」

    The disclosure adds that semiconductor shortages have materialized as production cuts, and, together with soaring material prices, are contributing to more cautious capital investment.
  13. FY2022-Q1First statedAnnual report

    「Capital investment is being considered cautiously due to concerns including semiconductor shortages and soaring prices of various materials.」

    The disclosure identifies semiconductor shortages and soaring prices of various materials as new concerns, and states that domestic automotive-related manufacturers are cautiously considering capital investment.
Moved together

"Quarterly Performance: Lower Sales, Lower Profit and Shift into Loss" moved the same way as this thread, in the same document, in 3 of its 13 moves.

333322★123456
  1. ★This thread
  2. 1Quarterly Performance: Lower Sales, Lower Profit and Shift into Loss3×
  3. 2Robust shipments of large-scale projects to North America3×
  4. 3Sluggish Orders for Materials Testing Machines for the Nuclear Industry3×
  5. 4Revenue and ordinary profit decline in the Korea segment3×
  6. 5Shipments and customer acceptance carried forward2×
  7. 6Decrease in valuation difference due to a decline in the market value of shares held2×

★ 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
Kokusai's next results are scheduled for 2026-11-09. Read the earnings preview It last moved in the Results of 2026-05-15: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.