Komori
Tsubakimoto Kogyo (8052) · FactSlight decline in order backlog alongside record-high net salesLatest Earnings presentation (2026-07-31): "Advanced"

Maintaining a high level of order backlog

First written in FY2023-Q2. 9 of 13 entries say "Advanced", first in FY2023-Q3. Latest entry: 2026-07-31.

13entries
5years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2023-Q3 – FY2025OtherFY2026-H1 – FY20262022: 120222023: 320232024: 320242025: 220252026: 42026
Same theme, other companies
Changes in Order Intake and Order BacklogA theme 157 companies write about · 29 as a headwind · 112 as a tailwind

The whole theme swung hardest in 2020: 15 of 92 companies on the "Worse" side.

57 other companies' latest entry also says "Advanced".

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 157 companies compared. The sentences above are computed from all 157.
Full recordFilings, disclosures and news, newest first
  1. FY2026Slight decline in order backlog alongside record-high net salesAnnual report

    「Orders received increased 0.9% from the previous consolidated fiscal year to ¥130,093 million. … The order backlog was ¥79,818 million, or 98.8% of the previous fiscal year's level.」

    Orders received were ¥130,093 million, or 100.9% of the previous fiscal year's level, while the order backlog declined to ¥79,818 million, or 98.8%. Net sales reached a record high due to the recognition of sales from the substantial order backlog.
  2. 2026-05-08OtherEarnings presentation

    「Total 116,024 114,837 124,773 128,935 130,093 Total 58,001 64,875 76,145 80,757 79,818」

    Orders received during the full year increased from ¥12,893.5 million in the previous fiscal year to ¥13,009.3 million, while the order backlog declined from ¥8,075.7 million to ¥7,981.8 million. The order backlog remained high, although its accumulation decreased slightly from the previous fiscal year.
  3. FY2026-H1Slight decline in orders received alongside record-high net sales and first-half performanceAnnual report

    「Orders received declined slightly to ¥62,951 million, or 99.7% of the previous year's level. However, net sales rose substantially to ¥64,826 million, or 114.5%, as the company was able to recognize sales from its substantial order backlog largely on schedule, resulting in record-high first-half performance.」

    Net sales and first-half performance reached record highs on the back of the high order backlog, while orders received declined slightly to 99.7% of the previous year's level. Accumulation of the order backlog coexisted with weaker new order intake.
  4. FY2025AdvancedAnnual report

    「As a result, both orders received and the order backlog reached record highs.」

    Orders received were ¥128,935 million and the order backlog was ¥80,757 million, with both reaching record highs.
  5. FY2025-H1AdvancedAnnual report

    「As a result, orders received increased substantially year on year, reaching a record high for the first half. The order backlog also reached a record high.」

    As a result of focusing on order intake activities, orders received increased substantially year on year, and orders received, first-half performance and the order backlog all reached record highs.
  6. FY2024AdvancedAnnual report

    「As a result, orders received, the order backlog and net sales all reached record highs.」

    The order backlog was ¥76,145 million, or 117.4% of the previous fiscal year-end level, reaching a record high. The recognition of sales from the substantial order backlog on schedule contributed to higher full-year net sales.
  7. FY2024-Q3AdvancedAnnual report

    「The Group's operating results for the cumulative third-quarter consolidated period were supported by the recognition of sales from its substantial order backlog largely on schedule. Net sales rose to ¥83,139 million, up 105.7% year on year. Orders received also increased substantially, partly because the Group was able to win another large order for polarizer production equipment in China.」

    The company recognized sales from its high order backlog largely on schedule, generating net sales of ¥83,139 million, up 105.7% year on year. Orders received also increased substantially due to another large order for polarizer production equipment in China.
  8. FY2024-Q2AdvancedAnnual report

    「The group's operating results for the cumulative second quarter of the current fiscal year benefited from its ability to steadily convert its substantial order backlog into revenue largely on schedule. Revenue increased to ¥55,893 million, or 108.0% of the year-earlier period.」

    The company recognized sales from its high order backlog largely on schedule, generating net sales of ¥55,893 million, up 108.0% year on year. The order backlog was reflected in actual sales and performance.
  9. FY2024-Q1AdvancedAnnual report

    「As a result, the company was able to convert its substantial order backlog into sales largely on schedule, resulting in revenue exceeding the year-earlier period and substantial increases in each profit measure.」

    The company recognized sales from its substantial order backlog largely on schedule, contributing to increases in net sales and each profit measure.
  10. FY2023-Q3AdvancedAnnual report

    「Orders received also reached a high level, approximately equivalent to the amount including the large orders received in the same period of the previous fiscal year, and the order backlog reached a record high.」

    Orders received were equivalent to the level including the large orders received in the same period of the previous fiscal year, and the order backlog reached a record high.
  11. FY2023-Q2First statedAnnual report

    「The order backlog remains at a high level.」

    The company identified, for the first time as a standalone theme, the business fact that its order backlog remained at a high level during the cumulative second-quarter period.
Moved together

"Risk of Market Price Declines and Valuation Losses on Held Securities" moved the same way as this thread, in the same document, in 7 of its 13 moves.

766544★123456
  1. ★This thread
  2. 1Risk of Market Price Declines and Valuation Losses on Held Securities7×
  3. 2Product Development Anticipating Demand for Labor Saving and Workforce Reduction6×
  4. 3Maintaining an equity ratio of at least 30%6×
  5. 4Strengthening the Domestic Sales Base Through Area Strategies5×
  6. 5Consolidated Payout Ratio of at Least 30% and Stable Dividends4×
  7. 6Foreign Exchange Risk in Foreign-Currency Transactions and Overseas Subsidiaries4×

★ 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
Tsubakimoto Kogyo's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Earnings presentation of 2026-07-31: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.