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A&D HOLON Holdings (7745) · RiskDropped

Second-half weighting of results due to equipment and seasonal factors

First written in FY2019. 2 of 4 entries say "Restated". Latest entry: FY2024.

4entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019 – FY20242019: 120192020: 120202021: 020212022: 120222023: 020232024: 12024
Same theme, other companies
Second-half profit concentration caused by supply-demand and market fluctuationsA theme 7 companies write about · 7 as a headwind · 0 as a tailwind

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

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. FY2024DroppedAnnual report
    This business risk disclosure contains no specific reference to the second-half concentration of results due to capital investment and seasonal factors.
  2. FY2022RestatedAnnual report

    「As a result, operating profit and ordinary profit tend to be concentrated in the second half, October to March, rather than the first half, April to September, due to the impact of selling, general and administrative expenses, which arise almost evenly in the first and second halves.」

    The filing continues to describe the structural risk of second-half concentration driven by year-end capital investment and budget execution, as well as winter and Christmas demand.
  3. FY2020RestatedAnnual report

    「As a result, operating profit and ordinary profit tend to be concentrated in the second half, October to March, rather than the first half, April to September, due to the impact of selling, general and administrative expenses, which arise almost evenly in the first and second halves.」

    The filing continues to describe the structural risk of second-half concentration driven by capital investment, year-end budget execution, winter demand, and Christmas demand.
  4. FY2019First statedAnnual report

    「As a result, operating profit and ordinary profit tend to be concentrated in the second half, October to March, rather than the first half, April to September, due to the impact of selling, general and administrative expenses, which arise almost evenly in the first and second halves.」

    For the first time, the filing identifies as a separate risk the structural concentration of profit in the second half, driven by year-end demand from domestic budget execution and winter and Christmas demand overseas.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
A&D HOLON Holdings's next results are scheduled for 2026-11-06. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Second-half weighting of results due to equipment and seasonal factors | A&D HOLON Holdings Company,Limited (7745) | Komori