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A&D HOLON Holdings (7745) · InitiativeFull-year declines in revenue and profit due to demand adjustment and development investment

Establishment of an Independent Semiconductor-Related Business Segment

First written in FY2022. 5 of 13 entries say "Advanced", first in FY2024-Q1. Latest entry: FY2026.

13entries
5years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q2 – FY2023-Q3AdvancedFY2024-Q1 – FY2024OtherFY2025-H12022: 320222023: 320232024: 320242025: 220252026: 22026
Same theme, other companies
Single reportable segment structure focused on the semiconductor businessA theme 11 companies write about · 0 as a headwind · 1 as a tailwind

A&D HOLON Holdings moved to the "Worse" side of this theme in 2026.

The whole theme swung hardest in 2026: 1 of 6 companies on the "Worse" side.

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

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. FY2026Full-year declines in revenue and profit due to demand adjustment and development investmentAnnual report

    「Although the medium-term trend of expanding demand in the semiconductor-related business remains unchanged, the business entered an adjustment phase during the current fiscal year following the strong demand through the previous fiscal year, resulting in lower net sales and lower profit.」

    The semiconductor-related business, which had expanded since becoming an independent segment, posted revenue of ¥11,114 million and operating profit of ¥3,628 million for the current period, representing year-on-year declines in both revenue and profit. The policy of pursuing medium- to long-term demand growth remains unchanged.
  2. 2026-05-13WorsenedEarnings

    「Although the medium-term trend of expanding demand in the semiconductor-related business remains unchanged, the business entered an adjustment phase during the current fiscal year following the strong demand through the previous fiscal year, resulting in lower net sales and lower profit.」

    The company retained its medium-term demand-growth outlook, but the semiconductor-related business experienced lower net sales and lower profit during the current fiscal year because of an adjustment following the prior period's demand.
  3. FY2026-H1Declines in revenue and profit due to project timing shifts and development investmentAnnual report

    「As demand remained subdued, sales declined partly because certain projects shifted into the second half of the fiscal year. Profit also declined because of a lower gross margin resulting from changes in the product mix, as well as the impact of continued development investment. As a result, revenue in the semiconductor-related business was ¥5,075 million, down 6.3% year on year, and operating profit was ¥1,570 million, down 13.5% year on year.」

    Although the semiconductor-related business following its establishment as an independent segment maintained its policy of pursuing medium-term expansion in orders and demand, interim revenue and profit declined because certain projects shifted into the second half of the fiscal year, the product mix changed and development investment continued.
  4. FY2025AdvancedAnnual report

    「In the semiconductor-related business, sales increased as the company was able to meet all customer-requested delivery dates, including for orders received during the period, amid continued strong demand. As a result, revenue in the semiconductor-related business was ¥12,295 million, up 19.0% from the previous consolidated fiscal year.」

    In the semiconductor-related business following its establishment as an independent segment, the company improved its ability to meet customer-requested delivery dates, generating revenue of ¥12,295 million, up 19.0% from the previous fiscal year. Operating profit also increased to ¥4,124 million.
  5. FY2025-H1Interim declines in revenue and profit due to the timing shift of certain projectsAnnual report

    「Although orders remained strong and the company worked to meet customer requirements, sales and profit both declined because certain projects shifted into the second half of the fiscal year.」

    Orders in the semiconductor-related business remained strong after its establishment as an independent segment, but certain projects shifted into the second half of the fiscal year. As a result, interim revenue was ¥5,414 million and operating profit was ¥1,814 million, both below the year-earlier levels.
  6. FY2024AdvancedAnnual report

    「Although inventory adjustments and restrained capital investment continued amid weak semiconductor market conditions, demand for the company's products remained strong throughout the year. As the entire company worked together to meet demand, the semiconductor-related business recorded substantial year-on-year increases in revenue and profit.」

    In the semiconductor-related business following its establishment as an independent segment, the company met strong demand throughout the year, generating revenue of ¥10,329 million and operating profit of ¥3,785 million, up 49.3% and 61.8% year on year, respectively.
  7. FY2024-Q3AdvancedAnnual report

    「Orders remained strong, with no requests for delays to the order backlog, and the company was able to meet customer requirements for both manufacturing and shipments, resulting in a substantial year-on-year increase in revenue. In addition to its established profitability, improved productivity and lower costs through group procurement led to a substantial year-on-year increase in profit. As a result, revenue in the semiconductor-related business was ¥7,837 million, up 98.3% year on year, and operating profit was ¥2,826 million, up 125.4% year on year.」

    In the semiconductor-related business following its establishment as an independent segment, orders, manufacturing and shipment response, productivity improvements and cost reductions through group procurement progressed, resulting in revenue growth of 98.3% and operating profit growth of 125.4%.
  8. FY2024-Q2AdvancedAnnual report

    「Orders remained strong, with no requests for delays to the order backlog, and the company was able to meet customer requirements for both manufacturing and shipments, resulting in a substantial year-on-year increase in revenue. In addition to its established profitability, improved productivity and lower costs through group procurement led to a substantial year-on-year increase in profit. As a result, revenue in the semiconductor-related business was ¥5,674 million, up 114.2% year on year, and operating profit was ¥2,163 million, up 155.8% year on year.」

    In the semiconductor-related business following its establishment as an independent segment, orders, manufacturing and shipment response progressed, while productivity improved and group procurement reduced costs, resulting in substantial increases in revenue and operating profit.
  9. FY2024-Q1AdvancedAnnual report

    「In response to strong orders received since the previous fiscal year, the company mobilized the full strength of the group to manufacture and ship products, resulting in a substantial increase in sales. In addition to its established profitability, improved productivity led to a substantial increase in profit. As a result, revenue in the semiconductor-related business was ¥2,709 million, up 128.3% year on year, and operating profit was ¥941 million, up 192.1% year on year.」

    In the semiconductor-related business, now an independent segment, revenue and operating profit increased substantially as the company responded to orders with manufacturing and shipment capacity and improved productivity.
  10. FY2023-Q3RestatedAnnual report

    「From the first quarter of the current consolidated fiscal year, in connection with the group reorganization effective 1 April 2022, the company separated the semiconductor-related business from the Measurement and Metrology Equipment Business, where it had previously been included, and changed the reporting segments from the Measurement and Metrology Equipment Business and the Medical and Health Equipment Business to the Measurement and Metrology Equipment Business, the Medical and Health Equipment Business and the Semiconductor-Related Business.」

    The company continued to report the semiconductor-related business as an independent segment in the third quarter.
  11. FY2023-Q2RestatedAnnual report

    「From the first quarter of the current consolidated fiscal year, in connection with the group reorganization effective 1 April 2022, the company separated the semiconductor-related business from the Measurement and Metrology Equipment Business, where it had previously been included, and changed the reporting segments from the Measurement and Metrology Equipment Business and the Medical and Health Equipment Business to the Measurement and Metrology Equipment Business, the Medical and Health Equipment Business and the Semiconductor-Related Business.」

    The company continued to report the semiconductor-related business as an independent segment in the second quarter. The business generated revenue of ¥2,648 million and operating profit of ¥845 million.
  12. FY2023-Q1AchievedAnnual report

    「From the first quarter of the current consolidated fiscal year, in connection with the group reorganization effective 1 April 2022, the company separated the semiconductor-related business from the Measurement and Metrology Equipment Business, where it had previously been included, and changed the reporting segments from the Measurement and Metrology Equipment Business and the Medical and Health Equipment Business to the Measurement and Metrology Equipment Business, the Medical and Health Equipment Business and the Semiconductor-Related Business.」

    The policy announced in the previous fiscal year to establish the semiconductor-related business as an independent segment was implemented on 1 April 2022, and the company has reported three segments from the current quarter.
  13. FY2022First statedAnnual report

    「During the current consolidated fiscal year, in connection with the group reorganization effective 1 April 2022, the company separated the semiconductor-related business from the Measurement and Metrology Equipment Business, where it had previously been included. Beginning with the following consolidated fiscal year, the reporting segments will be changed from the Measurement and Metrology Equipment Business and the Medical and Health Equipment Business to the Measurement and Metrology Equipment Business, the Medical and Health Equipment Business and the Semiconductor-Related Business.」

    In connection with the group reorganization, the company stated for the first time its policy of separating the semiconductor-related business, which had previously been included in the Measurement and Metrology Equipment Business, and making it an independent reporting segment from the following consolidated fiscal year.
Moved together

"Reducing Development Costs and Inventories and Improving Profitability" moved the same way as this thread, in the same document, in 5 of its 13 moves.

554433★123456
  1. ★This thread
  2. 1Reducing Development Costs and Inventories and Improving Profitability5×
  3. 2Lower Revenue, Operating Deficit, and Widening Net Loss5×
  4. 3Differentiation through investment in new products, new markets and growth areas4×
  5. 4Impact of Container Shortages Bound for the United States on Freight Costs and Profit4×
  6. 5Entry into and Expansion of the Industrial Measurement Equipment Business3×
  7. 6Development of a Global Manufacturing and Sales Structure3×

★ 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
A&D HOLON Holdings's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Earnings of 2026-05-13: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Establishment of an Independent Semiconductor-Related Business Segment | A&D HOLON Holdings Company,Limited (7745) | Komori