Komori
Tamron (7740) · RiskRestatedLatest Earnings presentation (2026-08-07): "Mitigated"

Failure to Keep Pace with Innovation in Optical Technologies

First written in FY2019. 2 of 5 entries say "Mitigated", first in FY2021. Latest entry: 2026-08-07.

5entries
7years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2019MitigatedFY2021RestatedFY2022 – FY20242020: 120202021: 020212022: 120222023: 120232024: 020242025: 120252026: 12026
Same theme, other companies
Risk of existing services becoming obsolete, losing competitiveness and incurring investment burdens due to delays in responding to rapid technological innovationA theme 459 companies write about · 471 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 34 of 95 companies on the "Worse" side.

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.
Showing 14 of the 194 companies compared. The sentences above are computed from all 194.Comparing 200 of the theme's 471 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-07MitigatedEarnings presentation

    「R&D expenses as a percentage of net sales: 9% or more」

    The Company specifies its R&D expense ratio and allocation of investment to new technologies and new businesses as measures to address technological innovation.
  2. FY2024RestatedAnnual report

    「If development of the Group's advanced technologies or their application to products does not progress as planned, it could materially affect the Group's results.」

    光学技術革新への対応遅れをリスクとして記載し、中長期技術ロードマップとオープンイノベーションによる対応を再確認している。
  3. FY2022RestatedAnnual report

    「当該リスクが顕在化する可能性を最小化するため、中長期的な技術ロードマップに基づく技術開発、オープンイノベーションの推進等を図っております。」

    技術革新への対応遅れに対し、中長期技術ロードマップとオープンイノベーションを引き続き対応策としている。
  4. FY2021MitigatedAnnual report

    「当該リスクが顕在化する可能性を最小化するため、中長期的な技術ロードマップに基づく技術開発、オープンイノベーションの推進等を図っております。」

    技術革新への対応遅れに対し、中長期技術ロードマップとオープンイノベーションを対応策として明示している。
  5. FY2019First statedAnnual report

    「If development of the Group's advanced technologies or their application to products does not progress as planned, it could materially affect the Group's results.」

    The company identifies delays in R&D or product application in response to rapid innovation in optical technology as a growth and earnings risk.
Moved together

"Expanding the Lineup of High-Performance SP-Series Lenses" moved the same way as this thread, in the same document, in 2 of its 5 moves.

22222★12345
  1. ★This thread
  2. 1Expanding the Lineup of High-Performance SP-Series Lenses2×
  3. 2Revenue Growth and Business Expansion in Medical Lenses2×
  4. 3Greenhouse-Gas Reduction and Resource Circulation as Climate Measures2×
  5. 4Failure to Achieve Results and Delayed Recovery from Business Alliances and Acquisitions2×
  6. 5Difficulty Securing Skilled Personnel and Loss of Key Knowledge and Expertise2×

★ 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 Tamron yet. It last moved in the Earnings presentation of 2026-08-07: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Failure to Keep Pace with Innovation in Optical Technologies | Tamron Co.,Ltd. (7740) | Komori