Komori
Shigematsu Works (7980) · RiskWorsened

Dependence on Purchases from エア・ウォーター防災

First written in FY2016. 19 of 27 entries say "Restated". Latest entry: FY2026.

27entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018-Q3RestatedFY2023-Q1 – FY2025-H12016: 120162017: 220172018: 420182019: 320192020: 420202021: 420212022: 420222023: 120232024: 220242025: 120252026: 12026
Same theme, other companies
Concentrated dependence on specific suppliersA theme 110 companies write about · 110 as a headwind · 0 as a tailwind

Shigematsu Works moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).

The whole theme swung hardest in 2020: 22 of 70 companies on the "Worse" side.

19 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 110 companies compared. The sentences above are computed from all 110.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Purchases from エア・ウォーター防災株式会社 during the fiscal year accounted for 71.0% of merchandise purchases, although this ratio may fluctuate depending on changes in sales conditions.」

    The ratio of procurement dependence on エア・ウォーター防災 rose from 58.4% in the previous fiscal year to 71.0%.
  2. FY2025MitigatedAnnual report

    「Purchases from エア・ウォーター防災株式会社 during the fiscal year accounted for 58.4% of merchandise purchases, although this ratio may fluctuate depending on changes in sales conditions.」

    The ratio of procurement dependence on エア・ウォーター防災 declined from 63.3% in the previous fiscal year to 58.4%.
  3. FY2025-H1RestatedAnnual report

    「During the interim accounting period, there were no material changes in financial position, operating results or cash flow, including any abnormal fluctuations, or in the business and other risks described in the securities report for the previous fiscal year.」

    It states that there have been no material changes to the business and other risks described in the previous fiscal year, including dependence on エア・ウォーター防災 for procurement.
  4. FY2024-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no material changes in the company's financial position, operating results or cash flows, including any abnormal fluctuations, or in the risks relating to the business and other matters described in the securities report for the previous fiscal year.」

    It states that there have been no material changes to the business and other risks described in the previous fiscal year, including dependence on エア・ウォーター防災 for procurement.
  5. FY2023-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no material changes in the company's financial position, operating results or cash flows, including any abnormal fluctuations, or in the risks relating to the business and other matters described in the securities report for the previous fiscal year.」

    It states that there have been no material changes to the business and other risks described in the previous fiscal year, including dependence on エア・ウォーター防災 for procurement.
  6. FY2023-Q2RestatedAnnual report

    「During the cumulative second quarter, there were no material changes in the company's financial position, operating results or cash flows, including any abnormal fluctuations, or in the risks relating to the business and other matters described in the securities report for the previous fiscal year.」

    It states that there have been no material changes to the business and other risks described in the previous fiscal year, including dependence on エア・ウォーター防災 for procurement.
  7. FY2023-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no material changes in the company's financial position, operating results or cash flows, including any abnormal fluctuations, or in the risks relating to the business and other matters described in the securities report for the previous fiscal year.」

    It states that there have been no material changes to the business and other risks described in the previous fiscal year, including dependence on エア・ウォーター防災 for procurement.
  8. FY2022WorsenedAnnual report

    「Purchases from エア・ウォーター防災株式会社 during the fiscal year accounted for 63.3% of merchandise purchases, although this ratio may fluctuate depending on changes in sales conditions.」

    The ratio of procurement dependence on エア・ウォーター防災 rose from 59.2% in the previous fiscal year to 63.3%.
  9. FY2022-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no material changes in the company's financial position, operating results or cash flows, including any abnormal fluctuations, or in the risks relating to the business and other matters described in the securities report for the previous fiscal year.」

    It states that there have been no material changes to the business and other risks described in the previous fiscal year, including dependence on エア・ウォーター防災 for procurement.
  10. FY2022-Q2RestatedAnnual report

    「During the cumulative second quarter, there were no material changes in the company's financial position, operating results or cash flows, including any abnormal fluctuations, or in the risks relating to the business and other matters described in the securities report for the previous fiscal year.」

    It states that there have been no material changes to the business and other risks described in the previous fiscal year, including dependence on エア・ウォーター防災 for procurement.
  11. FY2022-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no material changes in the company's financial position, operating results or cash flows, including any abnormal fluctuations, or in the risks relating to the business and other matters described in the securities report for the previous fiscal year.」

    It states that there have been no material changes to the business and other risks described in the previous fiscal year, including dependence on エア・ウォーター防災 for procurement.
  12. FY2021MitigatedAnnual report

    「Purchases from エア・ウォーター防災株式会社 during the fiscal year accounted for 59.2% of merchandise purchases, although this ratio may fluctuate depending on changes in sales conditions.」

    The ratio of procurement dependence on エア・ウォーター防災 declined from 65.8% in the previous fiscal year to 59.2%.
  13. FY2021-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no material changes in the company's financial position, operating results or cash flows, including any abnormal fluctuations, or in the risks relating to the business and other matters described in the securities report for the previous fiscal year.」

    It states that there have been no material changes to the business and other risks described in the previous fiscal year, including dependence on エア・ウォーター防災 for procurement.
  14. FY2021-Q2RestatedAnnual report

    「During the cumulative second quarter, there were no material changes in the company's financial position, operating results or cash flows, including any abnormal fluctuations, or in the risks relating to the business and other matters described in the securities report for the previous fiscal year.」

    It states that there have been no material changes to the business and other risks described in the previous fiscal year, including dependence on エア・ウォーター防災 for procurement.
  15. FY2021-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no material changes in the company's financial position, operating results or cash flows, including any abnormal fluctuations, or in the risks relating to the business and other matters described in the securities report for the previous fiscal year.」

    It states that there have been no material changes to the business and other risks described in the previous fiscal year, including dependence on エア・ウォーター防災 for procurement.
  16. FY2020MitigatedAnnual report

    「Purchases from エア・ウォーター防災株式会社 during the fiscal year accounted for 65.8% of merchandise purchases, although this ratio may fluctuate depending on changes in sales conditions.」

    The ratio of procurement dependence on エア・ウォーター防災 declined from 67.6% in the previous fiscal year to 65.8%.
  17. FY2020-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no material changes in the company's financial position, operating results or cash flows, including any abnormal fluctuations, or in the risks relating to the business and other matters described in the securities report for the previous fiscal year.」

    It states that there have been no material changes to the business and other risks described in the previous fiscal year, including dependence on エア・ウォーター防災 for procurement.
  18. FY2020-Q2RestatedAnnual report

    「During the cumulative second quarter, there were no material changes in the company's financial position, operating results or cash flows, including any abnormal fluctuations, or in the risks relating to the business and other matters described in the securities report for the previous fiscal year.」

    It states that there have been no material changes to the business and other risks described in the previous fiscal year, including dependence on エア・ウォーター防災 for procurement.
  19. FY2019MitigatedAnnual report

    「Purchases from エア・ウォーター防災株式会社 during the fiscal year accounted for 67.6% of merchandise purchases, although this ratio may fluctuate depending on changes in sales conditions.」

    The ratio of procurement dependence on エア・ウォーター防災 declined from 70.5% in the previous fiscal year to 67.6%.
  20. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no material changes in the company's financial position, operating results or cash flows, including any abnormal fluctuations, or in the risks relating to the business and other matters described in the securities report for the previous fiscal year.」

    It states that there have been no material changes to the business and other risks described in the previous fiscal year, including dependence on エア・ウォーター防災 for procurement.
  21. FY2019-Q2RestatedAnnual report

    「During the cumulative second quarter, there were no material changes in the company's financial position, operating results or cash flows, including any abnormal fluctuations, or in the risks relating to the business and other matters described in the securities report for the previous fiscal year.」

    It states that there have been no material changes to the business and other risks described in the previous fiscal year, including dependence on エア・ウォーター防災 for procurement.
  22. FY2019-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no material changes in the company's financial position, operating results or cash flows, including any abnormal fluctuations, or in the risks relating to the business and other matters described in the securities report for the previous fiscal year.」

    It states that there have been no material changes to the business and other risks described in the previous fiscal year, including dependence on エア・ウォーター防災 for procurement.
  23. FY2018WorsenedAnnual report

    「Purchases from エア・ウォーター防災株式会社 during the fiscal year accounted for 70.5% of merchandise purchases, although this ratio may fluctuate depending on changes in sales conditions.」

    The ratio of procurement dependence on エア・ウォーター防災 rose from 65.1% previously to 70.5% during the fiscal year.
  24. FY2018-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no material changes in the company's financial position, operating results or cash flows, including any abnormal fluctuations, or in the risks relating to the business and other matters described in the securities report for the previous fiscal year.」

    It states that there have been no material changes to the risk of dependence on エア・ウォーター防災 for procurement.
  25. FY2018-Q2RestatedAnnual report

    「During the cumulative second quarter, there were no material changes in the company's financial position, operating results or cash flows, including any abnormal fluctuations, or in the risks relating to the business and other matters described in the securities report for the previous fiscal year.」

    It states that there have been no material changes to the risk of dependence on エア・ウォーター防災 for procurement.
  26. FY2018-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no material changes in the company's financial position, operating results or cash flows, including any abnormal fluctuations, or in the risks relating to the business and other matters described in the securities report for the previous fiscal year.」

    It states that there have been no material changes to the risk of dependence on エア・ウォーター防災 for procurement.
  27. FY2016First statedAnnual report

    「Purchases from エア・ウォーター防災株式会社 during the fiscal year accounted for 65.1% of merchandise purchases, although this ratio may fluctuate depending on changes in sales conditions.」

    It identifies as a risk the structure in which purchases from エア・ウォーター防災 account for 65.1% of merchandise purchases.
Moved together

"Profit Improvement Driven by Higher Sales and Production Efficiency" moved the same way as this thread, in the same document, in 4 of its 27 moves.

444333★123456
  1. ★This thread
  2. 1Profit Improvement Driven by Higher Sales and Production Efficiency4×
  3. 2Improving Management Efficiency and Strengthening Earning Power4×
  4. 3Research and development and new product development in collaboration with customers and relevant institutions4×
  5. 4Decline in Nuclear Power Plant Orders and Firm Manufacturing Orders3×
  6. 5Concern over weaker corporate earnings due to the slowdown in emerging-market economies and the yen's appreciation3×
  7. 6Financing through increased short-term borrowings3×

★ 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
Shigematsu Works's next results are scheduled for 2026-11-05. Read the earnings preview
News
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