Decline in Sales to Major Customers in the Logistics Equipment-Related Business
First written in FY2018-Q1. 8 of 18 entries say "Mitigated", first in FY2018. Latest entry: 2026-08-13.
YAMATO Mobility & Mfg. moved to the "Worse" side of this theme in 2020, 1 year before the typical company in this theme (2021).
The whole theme swung hardest in 2018: 3 of 8 companies on the "Worse" side.
2 other companies' latest entry also says "Mitigated".
- 2026-08-13MitigatedEarnings presentation materials
「New order for a large project: +¥21 million year on year」
The new order for a large project partially eased the issue of declining sales to major customers. - FY2026WorsenedAnnual report
「In the logistics equipment-related business, revenue fell below the previous year's level due to the waning of the major fleet demand that had contributed to results in the previous year.」
Although expansion progressed in areas outside major projects as the large-fleet demand that contributed in the previous fiscal year reached its peak, total sales declined in the logistics equipment-related business. - FY2026-H1WorsenedAnnual report
「In the logistics equipment-related business, sales were below the level of the same period of the previous year because a major project was brought forward into the previous period.」
Sales in the logistics equipment-related business declined in the current interim period as a反動 from the bringing forward of a major project into the previous period. - FY2024-Q3MitigatedAnnual report
「As proactive sales activities continued to expand orders and orders from major customers increased further, net sales increased to ¥1,912 million (¥1,672 million in the same quarter of the previous year).」
Although declining sales and orders from major customers had previously been a factor behind lower sales in the logistics equipment-related business, orders from major customers increased in the current quarter, and sales also increased year on year. - FY2024-Q2MitigatedAnnual report
「As proactive sales activities continued to expand orders and orders from major customers increased further, net sales rose sharply to ¥1,318 million (¥758 million in the same quarter of the previous year),」
Although sales to major customers had previously been a factor behind lower sales in the logistics equipment-related business, orders increased in the current quarter, leading to a substantial increase in sales. - FY2024-Q1MitigatedAnnual report
「As proactive sales activities were conducted to expand orders and orders from major customers increased further, net sales rose sharply to ¥807 million (¥351 million in the same quarter of the previous year),」
While declining sales and orders from major customers had been risk factors in the past, orders from major customers increased in the current quarter, leading to a substantial increase in sales in the logistics equipment-related business. - FY2023-Q3MitigatedAnnual report
「As efforts to expand orders and proactive sales activities led to orders from major customers, net sales increased to ¥1,672 million (¥1,553 million in the same quarter of the previous year).」
While lower sales to major customers had previously been a factor behind weaker performance, orders from major customers were won in the current quarter, and the logistics equipment-related business posted higher sales and profit. - FY2021WorsenedAnnual report
「The decline in the order backlog compared with the previous consolidated fiscal year resulted from a substantial decrease in orders from major customers.」
The decline in orders from major customers was explicitly identified as a factor behind the lower order backlog, and the impact of dependence on major customers, including in the logistics equipment-related business, has worsened again. - FY2020WorsenedAnnual report
「Amid continued price competition with rival companies in the logistics equipment-related business, we worked to expand orders and conducted proactive sales activities, but sales declined substantially at major customers, resulting in」
The decline in sales to major customers, which had been mitigated by increased orders through the previous quarter, has re-emerged as a major factor behind the annual decline in sales in the logistics equipment-related business. - FY2020-Q3MaterialisedAnnual report
「Net sales declined to ¥1,725 million (¥2,707 million in the same quarter of the previous year) due to lower sales to major customers.」
The decline in sales to major customers in the logistics equipment-related business, which had been mitigated by increased orders through the previous quarter, re-emerged as a factor behind lower sales in the current quarter. - FY2019-Q3MitigatedAnnual report
「As a result of increased orders from major customers, revenue increased to ¥2,707 million (¥1,578 million in the same quarter of the previous year), while operating profit rose to ¥59 million (¥34 million in the same quarter of the previous year).」
Against the decline in sales to major customers in the logistics equipment-related business reported through the previous period, orders from major customers increased in the current quarter, contributing to higher sales and profit. - FY2019-Q2MitigatedAnnual report
「As a result of increased orders from major customers, revenue increased to ¥1,424 million (¥808 million in the same quarter of the previous year), while operating profit rose to ¥29 million (¥6 million in the same quarter of the previous year).」
Against the decline in sales to major customers reported through the previous period, orders from major customers increased in the current quarter, contributing to higher sales and profit in the logistics equipment-related business. - FY2018MitigatedAnnual report
「Amid continuing price competition with other companies, we worked to expand orders and conducted proactive sales activities. As a result of winning orders from major customers, revenue increased to ¥2.181 billion (¥1.720 billion in the previous fiscal year) and operating profit increased to ¥66 million (¥19 million in the previous fiscal year).」
Against the previously reported decline in sales to major customers, orders from major customers were won during the fiscal year, contributing to higher sales and profit in the logistics equipment-related business. - FY2018-Q2RestatedAnnual report
「Due to lower sales to major customers」
The decline in sales to major customers in the logistics equipment-related business continues to be cited as a factor behind lower sales. - FY2018-Q1First statedAnnual report
「Due to lower sales to major customers」
The logistics equipment-related business experienced a decline in sales to major customers, which was cited as a factor behind lower sales and the operating deficit in the business.