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Yamaha (7951) · RiskMaterialisedLatest Revision to earnings forecasts (2026-08-04): "Restated"

Operational and Logistics Impacts of Political and Economic Turmoil, Terrorism and War

First written in FY2018. 3 of 5 entries say "Restated". Latest entry: 2026-08-04.

5entries
9years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY2020MaterialisedFY2024-Q32018: 120182019: 120192020: 120202021: 020212022: 020222023: 020232024: 120242025: 020252026: 12026
Same theme, other companies

The whole theme swung hardest in 2020: 67 of 113 companies on the "Worse" side.

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 199 companies compared. The sentences above are computed from all 199.Comparing 200 of the theme's 406 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-04RestatedRevision to earnings forecasts

    「Given the continued high level of uncertainty in the business environment from the second quarter onward, including higher materials costs and the situation in the Middle East, we are maintaining our previous full-year forecasts for the fiscal year ending March 2027 at revenue of ¥490.0 billion, up 5.3% year on year, and business profit of ¥38.0 billion, up 19.2%.」

    The situation in the Middle East was reconfirmed as an uncertainty affecting the business environment from the second half onward.
  2. FY2024-Q3MaterialisedAnnual report

    「Our previous production strategy actively pursued the transfer of processes to overseas factories. However, issues became apparent, including the dispersion of technology and skills and the risk that they could not be passed on, the continued depreciation of the yen and rising overseas production costs, and geopolitical risks. We have therefore been considering a new production strategy to strengthen manufacturing resilience.」

    The company states that geopolitical risk has emerged as a challenge for its production strategy, which has involved transferring production processes overseas.
  3. FY2020RestatedAnnual report

    「If political or economic turmoil, terrorism, war or riots targeting Japanese companies occurs at a manufacturing or sales base, the group’s business activities may be delayed or interrupted.」

    The company continues to identify the risk of impacts on operations and logistics caused by political instability, terrorism, war, riots, port strikes and other factors.
  4. FY2019RestatedAnnual report

    「If political or economic turmoil, terrorism or war occurs, the group’s operations may be delayed or interrupted.」

    The company reiterates the risk of impacts on operations and logistics caused by political instability, terrorism, war, port strikes and other factors.
  5. FY2018First statedAnnual report

    「If political or economic turmoil, terrorism or war occurs, the group’s operations may be delayed or interrupted.」

    The company newly specifies the risk of operational stoppages and logistics disruptions caused by political instability, terrorism, war, port strikes and other factors.
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
Yamaha's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Revision to earnings forecasts of 2026-08-04: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Operational and Logistics Impacts of Political and Economic Turmoil, Terrorism and War | YAMAHA CORPORATION (7951) | Komori