Komori
Okamoto Glass (7746) · RiskWorsened

Dependence on Sales to Major Customers

First written in FY2016. 4 of 10 entries say "Mitigated", first in FY2018. Latest entry: FY2026.

10entries
11years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017MitigatedFY2018 – FY2020WorsenedFY2022 – FY20232016: 120162017: 120172018: 120182019: 120192020: 120202021: 020212022: 120222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Dependence on Specific Customers for RevenueA theme 92 companies write about · 92 as a headwind · 0 as a tailwind

Okamoto Glass moved to the "Worse" side of this theme in 2022, 2 years before the typical company in this theme (2024).

The whole theme swung hardest in 2025: 22 of 69 companies on the "Worse" side.

16 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.
Showing 14 of the 92 companies compared. The sentences above are computed from all 92.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「SEIKO EPSON Group 1,174,348 25.1 1,212,749 25.6」

    The SEIKO EPSON Group's share of sales rose from 25.1% in the previous fiscal year to 25.6%, increasing dependence on major customers.
  2. FY2025WorsenedAnnual report

    「SEIKO EPSON Group 1,051,239 22.9 1,174,348 25.1 Signify Electronics Tecnology Group 321,300 7.0 264,346 5.6」

    The SEIKO EPSON Group's share of sales rose from 22.9% in the previous fiscal year to 25.1%. By contrast, the Signify Electronics Technology Group's share fell from 7.0% to 5.6%, indicating that dependence on major customers was not uniform.
  3. FY2024MitigatedAnnual report

    「SEIKO EPSON Group 1,051,239 22.9 Signify Electronics Tecnology Group 321,300 7.0」

    The SEIKO EPSON Group's share of sales to major customer groups fell from 25.2% in the previous fiscal year to 22.9%, while the Signify Electronics Technology Group's share fell from 7.2% to 7.0%.
  4. FY2023WorsenedAnnual report

    「SEIKO EPSON Group 777,846 15.3 1,230,135 25.2 Signify Electronics Tecnology Group 736,569 14.5 353,989 7.2」

    The SEIKO EPSON Group's share of sales rose from 15.3% to 25.2%, increasing dependence on major customers. By contrast, the share for the Signify Electronics Technology Group fell from 14.5% to 7.2%.
  5. FY2022WorsenedAnnual report

    「SEIKO EPSON Group 777,846 15.3 Signify Electronics Tecnology Group 736,569 14.5」

    The sales mix for major customer groups was 15.3% for the SEIKO EPSON Group and 14.5% for the Signify Electronics Technology Group. Compared with 15.0% and 10.0%, respectively, in the previous fiscal year, concentration increased, particularly for the latter.
  6. FY2020MitigatedAnnual report

    「SEIKO EPSON Group 1,485,161 24.4 1,273,996 23.2」

    The SEIKO EPSON Group's share of sales fell from 24.4% to 23.2%, while the Signify Electronics Technology Group's share also fell from 12.1% to 11.0%.
  7. FY2019MitigatedAnnual report

    「SEIKO EPSON Group 1,485,161 24.4 Signify Electronics Tecnology Group 733,633 12.1」

    The SEIKO EPSON Group's share of sales to major customers fell from 29.9% in the previous fiscal year to 24.4%, while the Signify Electronics Technology Group's share fell from 12.2% to 12.1%.
  8. FY2018MitigatedAnnual report

    「Sales to the SEIKO EPSON Group and the Royal Philips Electronics Group, and each group's share of total sales, are as shown in the table below.」

    The SEIKO EPSON Group's share of sales to major customers fell from 34.0% to 29.9%, while the Royal Philips Electronics Group's share fell from 13.6% to 12.2%.
  9. FY2017RestatedAnnual report

    「Sales to the SEIKO EPSON Group and the Royal Philips Electronics Group, and each group's share of total sales, are as shown in the table below.」

    The sales mix for the period was 34.0% for the SEIKO EPSON Group and 13.6% for the Royal Philips Electronics Group, indicating continued dependence on major customers as a risk.
  10. FY2016First statedAnnual report

    「The Group's performance is affected by its business relationships with major customers, including SEIKO EPSON CORPORATION, Epson Precision(Hong Kong)Ltd., Epson Engineering(Shenzhen) Ltd., Epson Precision (Philippines), Inc., Philips Innovative Applications NV and Philips Electronics Technology(Shanghai)Co.,Ltd.」

    The sales mix for the period was 33.3% for the SEIKO EPSON Group and 16.7% for the Royal Philips Electronics Group.
Moved together

"Dependence on the Projector Market and Optical Business" moved the same way as this thread, in the same document, in 6 of its 10 moves.

644444★123456
  1. ★This thread
  2. 1Dependence on the Projector Market and Optical Business6×
  3. 2Expansion into glass lenses for LEDs and semiconductor lasers4×
  4. 3Upgrades and expansion of key facilities and production capacity plans4×
  5. 4Developing new businesses, including frit and functional thin films, into core operations4×
  6. 5Commercialization of the Functional Thin-Film Business4×
  7. 6Management with ROE improvement as a performance metric4×

★ 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 Okamoto Glass yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.