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Shinko Shoji (8141) · FactWorsenedLatest Earnings (2026-07-31): "Other"

Increase in semiconductor sales and decrease in electronic component sales

First written in FY2024-Q2. 3 of 7 entries say "Worsened", first in FY2025. Latest entry: 2026-07-31.

7entries
4years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024-Q2 – FY2024-Q3WorsenedFY2025 – FY2026-H12023: 120232024: 120242025: 220252026: 32026
Same theme, other companies
Divergence in semiconductor and electronic component sales trendsA theme 1 companies write about · 0 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-07-31OtherEarnings

    「Semiconductor sales were ¥2,930 million, down 30.1% year on year; electronic component sales were ¥14,499 million, up 34.7%; and total electronic component business sales were ¥17,430 million, up 16.5%.」

    Semiconductor sales continued to decline, while electronic component sales increased, resulting in higher sales for the electronic component business as a whole.
  2. FY2026WorsenedAnnual report

    「Semiconductor sales were ¥13,204 million, down 71.0% year on year; electronic component sales were ¥51,319 million, up 17.8%; and total sales in the electronic components business were ¥64,523 million, down 27.6%.」

    The decline in semiconductor sales widened from the previous fiscal year, falling 71.0% year on year. Electronic component sales increased 17.8%, but total sales in the electronic components business decreased 27.6%.
  3. 2026-05-15ReframedRevision of earnings forecasts

    「All fields, including automotive electrical equipment-related products, remained sluggish. As a result, semiconductor sales were ¥13,204 million, down 71.0% year on year; electronic component sales were ¥51,319 million, up 17.8%; and total electronic component business sales were ¥64,523 million, down 27.6%.」

    Semiconductor sales continued to decline, while electronic component sales turned higher, changing the mix from declines in both semiconductors and electronic components in the previous disclosures.
  4. FY2026-H1WorsenedAnnual report

    「Semiconductor sales were ¥6,844 million, down 77.1% year on year; electronic component sales were ¥23,231 million, up 6.0%; and total sales in the electronic components business were ¥30,075 million, down 42.0%.」

    Semiconductor sales decreased 77.1% year on year and total sales in the electronic components business decreased 42.0%, marking a worsening of the semiconductor and electronic components business that continued from the previous fiscal year.
  5. FY2025WorsenedAnnual report

    「Semiconductor sales were ¥48,272 million, down 52.2% year on year; electronic component sales were ¥43,657 million, down 9.4%; and total sales in the electronic components business were ¥91,930 million, down 38.4%.」

    Semiconductor sales, which had continued to increase in the previous fiscal year, turned to a 52.2% year-on-year decline. Electronic component sales decreased 9.4%, and total sales in the electronic components business decreased 38.4%.
  6. FY2024-Q3Narrower increase in semiconductor sales and continued decline in electronic component salesAnnual report

    「Semiconductor sales were ¥79,795 million, up 0.7% year on year; electronic component sales were ¥36,937 million, down 6.4%; and total sales in the electronic components business were ¥116,733 million, down 1.7%.」

    Semiconductor sales continued to increase, rising 0.7% year on year, although the increase was smaller than in the previous quarter. Electronic component sales decreased 6.4% year on year, and total sales in the electronic components business turned to a 1.7% decline.
  7. FY2024-Q2First statedAnnual report

    「Semiconductor sales were ¥57,291 million, up 9.6% year on year; electronic component sales were ¥24,406 million, down 12.3%; and total sales in the electronic components business were ¥81,698 million, up 2.0%.」

    Within the electronic components business, semiconductor sales increased 9.6% year on year while electronic component sales decreased 12.3%, showing differing trends by category, whereas total business sales increased 2.0%.
Moved together

"Dependence on Entertainment Equipment Demand and Sales Risk in the Assembly Business" moved the same way as this thread, in the same document, in 4 of its 7 moves.

44432★12345
  1. ★This thread
  2. 1Dependence on Entertainment Equipment Demand and Sales Risk in the Assembly Business4×
  3. 2Identifying EMS Business Opportunities and Maximizing the Use of the Company’s Own Factory in China4×
  4. 3Lower revenue and profit due to reduced demand for amusement equipment and industrial-related products4×
  5. 4Risk from Demand and Capital Investment Trends in the Electronics Industry3×
  6. 5Strategic Alignment with Key Suppliers and Joint Growth2×

★ 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.

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No upcoming earnings preview for Shinko Shoji yet. It last moved in the Earnings of 2026-07-31: "Other".
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Increase in semiconductor sales and decrease in electronic component sales | Shinko Shoji Co.,Ltd. (8141) | Komori