Komori
SCREEN Holdings (7735) · RiskWorsened

Other risks, including political and economic conditions, natural disasters and regulations

First written in FY2017. 6 of 9 entries say "Worsened", first in FY2023-Q2. Latest entry: FY2026.

9entries
10years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017WorsenedFY2019-Q2 – FY2026-H12017: 120172018: 120182019: 020192020: 020202021: 020212022: 120222023: 220232024: 120242025: 120252026: 22026
Same theme, other companies

SCREEN Holdings moved to the "Worse" side of this theme in 2018, 1 year before the typical company in this theme (2019).

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. FY2026WorsenedAnnual report

    「In addition, certain products and other items exported to the US are subject to additional tariffs and other measures. Although the impact on operating results is not significant at present, depending on future developments, this could adversely affect profit and other results.」

    As an external-environment risk, the disclosure expressly states that additional tariffs and other measures are actually being imposed on products exported to the US. GA also discloses a decline in operating profit due to the impact of US tariffs.
  2. 2026-05-13RestatedEarnings

    「一方、米国の通商政策の影響や中東地域の地政学リスクの高まりなどにより、先行き不透明な状況が続いております。」

    米国の通商政策と中東地域の地政学リスクによる先行き不透明感を、通期の事業環境認識として継続して示した。
  3. FY2026-H1WorsenedAnnual report

    「In addition, uncertainty about the outlook continues due in part to the impact of US trade policy.」

    Regarding external-environment risks, uncertainty about the outlook resulting from the impact of US trade policy has been newly identified.
  4. FY2024WorsenedAnnual report

    「If heightened or prolonged geopolitical risks arising from the situations in Russia and Ukraine and in the Middle East, a global economic downturn resulting from them, and the resulting contraction in demand occur, the Group's transactions with the regions are limited, but lower Group sales resulting from indirect effects could adversely affect profit and other results.」

    In addition to the previously disclosed situation in Russia and Ukraine, geopolitical risks now expressly include the situation in the Middle East.
  5. FY2023WorsenedAnnual report

    「If the heightened tensions in international affairs resulting from the situation in Russia and Ukraine, a global economic downturn caused by a prolonged conflict, and the resulting contraction in demand occur, the Group's transactions with the region are limited, but lower Group sales resulting from indirect effects could adversely affect profit and other results.」

    The external-environment risks under political and economic conditions now expressly include the indirect impact of a prolonged Russia-Ukraine situation on the economy and demand.
  6. FY2023-Q3WorsenedAnnual report

    「Meanwhile, concerns about the impact on the US-China divide and national security issues increased further due in part to the tightening of US government export controls on semiconductor technology destined for China.」

    Regarding external-environment and regulatory risks, the disclosure states that concerns about the impact on the US-China divide and national security issues increased further as export controls on semiconductor technology destined for China were tightened.
  7. FY2023-Q2WorsenedAnnual report

    「Meanwhile, concerns about the impact on the US-China divide and national security issues increased due in part to the tightening of US government export controls on semiconductor technology destined for China.」

    Regarding external-environment risks, including political, economic and regulatory risks, the disclosure states that concerns about the impact on the US-China divide and national security issues increased as the US government tightened export controls on semiconductor technology destined for China.
  8. FY2019-Q2MaterialisedAnnual report

    「Higher variable-cost ratios resulting from delays in cost-improvement activities caused by temporary disruptions to procurement affected by natural disasters」

    Although no material changes were identified in the risks described in the annual securities report for the previous fiscal year, the analysis of operating results identified temporary procurement disruptions caused by natural disasters and the resulting delays in cost-improvement activities as actual factors behind the decline in profit.
  9. FY2017First statedAnnual report

    「In addition to the risks described above, as the Group conducts its business, it is affected, like other companies, by political conditions and economic environments in Japan and worldwide, natural disasters such as earthquakes and floods, war, terrorism, epidemics, the stock market, commodity markets, government and other regulations, suppliers' ability to maintain supply, employment conditions and other factors.」

    Political and economic conditions, natural disasters, war, terrorism and epidemics, stock markets, commodity markets, regulations, suppliers, employment conditions and other factors are identified as comprehensive external-environment risks.
Moved together

"Sustained Improvement in ROE and Maximization of Free Cash Flow" moved the same way as this thread, in the same document, in 4 of its 9 moves.

4222★1234
  1. ★This thread
  2. 1Sustained Improvement in ROE and Maximization of Free Cash Flow4×
  3. 2Completion of Earnings Structure Reform2×
  4. 3Leakage of Personal, Customer and Technical Information2×
  5. 4Impact on Results from Fixed-Asset Impairment Accounting2×

★ 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
SCREEN Holdings's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Earnings of 2026-05-13: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.