Sumitomo Corporation (Sumitomo Shoji Kaisha,Ltd.) (8053) · RiskFirst stated

Business Environment and Downside Risk to Performance from US Tariff Measures

First written in FY2025. . Latest entry: FY2025.

1entries

1years

0from disclosures

How it moved

Same theme, other companies

2025 Impact of U.S. Tariffs and Retaliatory Tariffs on Export Costs, Demand and Supply ChainsA theme 27 companies write about · 27 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 13 of 22 companies on the "Worse" side.

2 other companies' latest entry also says "First stated".

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 27 companies compared. The sentences above are computed from all 27.

Full recordFilings, disclosures and news, newest first

FY2025First statedAnnual report
「Although it is difficult at this point to estimate the impact of US tariff measures on the business and earnings, the direct impact of tariff costs borne by our company as a party to cross-border transactions is limited. However, some indirect impact may arise, and a ¥40 billion buffer has been incorporated to cover this and other risk factors.」
US tariff measures were explicitly identified as a new downside earnings factor, and a ¥40 billion buffer was included in the fiscal 2025 earnings plan.

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

Sumitomo Corporation (Sumitomo Shoji Kaisha,Ltd.)'s next results are scheduled for 2026-11-02. Read the earnings preview

News

No news is linked to this thread yet. When an article touches it, it will appear here by date.