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YAMATO Mobility & Mfg. (7886) · RiskAdded increased inventory during infectious disease outbreaks as a background factor behind supply chain disruptionsLatest Financial Results Presentation (2026-08-13): "Restated"

Supply Chain Disruption and Severance Caused by War, Conflict, Riots and Other Events

First written in FY2022. 1 of 5 entries say "Materialised", first in FY2023-Q1. Latest entry: 2026-08-13.

5entries
5years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2023-Q1OtherFY2024-Q1 – 2026-08-132022: 220222023: 120232024: 020242025: 020252026: 22026
Same theme, other companies
Supply Chain Disruptions and Cost Inflation Caused by Geopolitical TensionsA theme 50 companies write about · 50 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 22 of 37 companies on the "Worse" side.

15 other companies' latest entry also says "Restated".

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 50 companies compared. The sentences above are computed from all 50.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q1Added increased inventory during infectious disease outbreaks as a background factor behind supply chain disruptionsAnnual report

    「Amid continued uncertainty, partly because inventory increased in some parts of the supply chain during the spread of COVID-19, the outlook remains unclear.」

    Regarding the supply chain disruptions and stagnation disclosed since the previous fiscal year, increased inventory in some areas during the infectious disease outbreak was specifically added as a background factor.
  2. FY2023-Q1MaterialisedAnnual report

    「Although the company is gradually recovering from COVID-19 and customer order volumes are showing a gradual upward trend, the business environment remains challenging due to the global disruption of supply chains,」

    The supply chain disruptions and interruptions described as a risk in the previous fiscal year were specifically cited as an actual factor making the business environment more difficult during the current quarter, owing to global supply chain stagnation.
  3. FY2022First statedAnnual report

    「Supply chain disruptions and interruptions caused by wars, strikes, riots, civil wars and other events occurring in Japan and overseas may affect the group’s manufacturing, sales and logistics activities.」

    The risk that wars, strikes, riots, civil wars and other events could disrupt or interrupt the supply chain and affect manufacturing, sales and logistics activities was disclosed separately for the first time. Measures include coordination with local subsidiaries in China, Hong Kong and the Philippines, monitoring conditions and securing the supply chain.
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
No upcoming earnings preview for YAMATO Mobility & Mfg. yet. It last moved in the Financial Results Presentation of 2026-08-13: "Restated".
News
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Supply Chain Disruption and Severance Caused by War, Conflict, Riots and Other Events | YAMATO Mobility & Mfg. Co.,Ltd. (7886) | Komori