Strong performance in the EMS business for electronic equipment in Japan and overseas
First written in FY2018-Q1. 16 of 34 entries say "Advanced", first in FY2021. Latest entry: 2026-10-15.
The whole theme swung hardest in 2024: 2 of 11 companies on the "Worse" side.
1 other company's latest entry also says "Restated".
- 2026-10-15RestatedOther Disclosures
「当社の成長ドライバーである EMS 事業について、EMS 事業部長が今後の成長戦略を紹介しています。」
EMS事業を成長ドライバーと位置づけ、今後の成長戦略を統合レポートに掲載している。 - 2026-10-06Advancedfinance.yahoo.co.jp
「加賀電子が日本の大手電子機器メーカーの工場設備やリソースを活用し、同社から委託を受けてGPUサーバー、汎用サーバーなどを生産する。」
GPUサーバーなどの生産を対象とする具体的な委託生産協業が始まると報じられ、EMS事業の展開が前進した。 - FY2026AdvancedAnnual report
「Although demand slowed among certain automotive customers in the EMS business, capacity expansion pursued actively, mainly at overseas sites, proved effective, and business for air-conditioning equipment and medical equipment performed well.」
While demand slowed at some automotive customers, EMS for air-conditioning equipment and medical equipment applications performed well because of increased capital investment at overseas sites, resulting in revenue growth of 20.3% and segment profit growth of 14.0% for the Electronic Components Business. - FY2026-H1AdvancedAnnual report
「As a result, revenue was ¥247,788 million, up 9.7% year on year, and segment profit was ¥8,967 million, up 3.3%.」
The Electronic Components Business reported higher revenue and profit, driven by the recovery from inventory adjustments in the supply chain and the effects of the Kyoei Sangyo acquisition in component sales, as well as strong EMS performance in medical, air-conditioning and industrial equipment applications. - FY2025RestatedAnnual report
「In the EMS business, automotive and medical applications remained solid, industrial equipment applications recovered, and air-conditioning equipment applications, which had been undergoing inventory adjustments, continued to recover gradually from the second quarter, resulting in higher revenue.」
For the full fiscal year, automotive and medical EMS remained solid, while industrial equipment applications recovered and air-conditioning equipment applications recovered gradually. - FY2025-H1EMS for industrial equipment recovered, while air-conditioning equipment applications also began to recover.Annual report
「The EMS business reported higher revenue and profit because automotive applications remained solid, industrial equipment applications recovered, and air-conditioning equipment applications began to recover from the second quarter despite the impact of inventory adjustments at major customers.」
The disclosure states that, in addition to solid EMS performance in automotive applications, industrial equipment applications recovered and air-conditioning equipment applications began to recover from the second quarter. - FY2024-Q2EMS for automotive applications grew, while medical and industrial equipment applications declined.Annual report
「In the EMS business, revenue from automotive applications increased as supply and demand for semiconductors and electronic components improved, while revenue from medical and industrial equipment applications declined, partly because of inventory adjustments at major customers.」
In the Electronic Components Business, trends diverged in EMS between automotive applications and medical and industrial equipment applications, in addition to the disappearance of spot demand for component sales and inventory adjustments, following revenue and profit growth under supply shortages through the previous fiscal year. Overall, the business reported a 9.6% decline in revenue and a 29.1% decline in segment profit. - FY2024-Q1The Electronic Components Business reported lower revenue and profit because of improved supply and demand and inventory adjustments.Annual report
「As a result, revenue was ¥120,015 million, down 10.1% year on year, and segment profit was ¥5,922 million, down 34.3%.」
The Electronic Components Business, which had continued to report substantial revenue and profit growth through the previous fiscal year, reported lower revenue and profit because spot demand for component sales disappeared and inventories were adjusted, in addition to inventory adjustments in EMS for medical and industrial equipment applications. Meanwhile, EMS revenue for automotive applications increased as supply and demand improved. - FY2023AdvancedAnnual report
「As a result, revenue was ¥539,342 million, up 24.3% year on year, and segment profit was ¥28,314 million, up 56.4%.」
The Electronic Components Business reported revenue growth of 24.3% and segment profit growth of 56.4%, driven by growth in component sales and EMS for automotive and medical equipment-related applications. - FY2023-Q3AdvancedAnnual report
「As a result, revenue was ¥405,608 million, up 30.2% year on year, and segment profit was ¥23,341 million, up 79.5%.」
The Electronic Components Business reported revenue growth of 30.2% and segment profit growth of 79.5%, driven by sustained high levels of component sales, procurement and proposals for alternative products in automotive-related applications, and growth in EMS for automotive and medical equipment applications. - FY2023-Q2AdvancedAnnual report
「As a result, revenue was ¥268,464 million, up 38.1% year on year, and segment profit was ¥16,617 million, up 133.3%.」
The Electronic Components Business reported revenue growth of 38.1% and segment profit growth of 133.3%, driven by component procurement and proposals for alternative products, PMI at acquired companies, and growth in EMS for automotive and medical equipment applications. - FY2023-Q1AdvancedAnnual report
「As a result, revenue was ¥133,477 million, up 47.3% year on year, and segment profit was ¥9,018 million, up 143.7%.」
The Electronic Components Business reported revenue growth of 47.3% and segment profit growth of 143.7%, driven by substantial growth in component sales, PMI at acquired companies, and strong EMS performance in automotive and medical equipment applications. - FY2022AdvancedAnnual report
「As a result, revenue was ¥433,852 million, up 22.7% year on year, and segment profit was ¥18,107 million, up 122.1%.」
In the Electronic Components Business, revenue and segment profit increased substantially, driven by securing supply volumes amid supply constraints, PMI at Kaga FEI and Excel, and strong EMS performance in automotive, medical equipment and industrial equipment applications. - FY2022-Q3AdvancedAnnual report
「In the component sales business, as the supply-demand imbalance for semiconductors and electronic components persisted over an extended period, the Company made securing supply volumes its top priority in responding to strong demand from a broad range of industries by leveraging its procurement strengths as an independent trading company. PMI at acquired companies, including Kaga FEI Co., Ltd. and Excel Co., Ltd., also progressed smoothly and contributed to the expansion of revenue in this business. The EMS business also continued to perform well in automotive, industrial equipment and medical applications. As a result, revenue was ¥311,412 million, up 26.2% year on year, and segment profit was ¥13,002 million, up 140.0%.」
In the Electronic Components Business, revenue increased 26.2% and segment profit increased 140.0%, driven by securing supply volumes amid tight supply and demand, PMI at acquired companies, and strong EMS performance in automotive, industrial equipment and medical applications. - FY2022-Q2AdvancedAnnual report
「In the component sales business, revenue increased as the Company used its procurement strengths as an independent trading company to respond to strong demand from a broad range of industries while semiconductor and electronic component supply and demand remained tight. The EMS business also continued to perform well in automotive, industrial machinery and medical applications, resulting in higher revenue.」
Both component sales and EMS reported higher revenue despite continued supply constraints, resulting in revenue of ¥194,406 million and segment profit of ¥7,123 million for the Electronic Components Business. - FY2022-Q1AdvancedAnnual report
「In this business, the component sales business remained solid against the backdrop of strong demand from a broad range of industries, although some electronic materials, including semiconductors, were in short supply. The EMS business also continued to perform well in automotive, industrial machinery and medical applications. As a result, revenue was ¥90,624 million, up 32.9% year on year, and segment profit was ¥3,699 million, up 212.0%.」
Although shortages persisted in the Electronic Components Business, component sales and EMS for automotive, industrial machinery and medical applications performed well, resulting in substantial increases in revenue and segment profit. - FY2021AdvancedAnnual report
「Against the backdrop of a recovery in consumption, including automobiles, which had previously declined sharply, demand recovered rapidly from the middle of the fiscal year, mainly in automotive and industrial equipment applications, and revenue for the current fiscal year exceeded the previous fiscal year.」
EMS for automotive and industrial equipment applications, which had been weak because of COVID-19, recovered rapidly from the middle of the fiscal year, with full-year EMS revenue returning to a level above the previous fiscal year. - FY2021-Q3EMS for automotive and industrial equipment applications recovered.Annual report
「However, against the backdrop of the resumption of economic activity, mainly automotive and industrial equipment applications recovered, and revenue for the third quarter of the current consolidated fiscal year (3 months) recovered to approximately the previous year's level, while segment profit turned to an increase.」
The disclosure states that automotive applications and other areas, which had been sluggish through the previous quarter because of COVID-19-related suspensions of operations and production adjustments, recovered against the backdrop of the resumption of economic activity, with quarterly revenue returning to approximately the previous year's level and segment profit turning to an increase. - FY2021-Q2RestatedAnnual report
「Although the medical segment of the EMS business remained solid, it was severely affected by partial production suspensions and production adjustments at the Company's and customers' overseas production sites due to lockdowns in various countries following the spread of COVID-19, leaving the automotive and air-conditioning segments primarily weak.」
The disclosure reconfirms the contrasting performance by business area: EMS for medical applications remained solid, while automotive and air-conditioning applications were sluggish because of the suspension of operations and production adjustments at overseas sites caused by COVID-19. The Electronic Components Business reported lower revenue and profit. - FY2021-Q1COVID-19 caused EMS for automotive and air-conditioning applications to weaken, while medical applications continued to perform well.Annual report
「Although the medical segment of the EMS business remained strong, the business was affected by production suspensions and production adjustments at some overseas plants operated by the Company and its customers due to lockdowns in various countries following the spread of COVID-19, leaving the automotive and air-conditioning segments weak.」
EMS for automotive applications, which had performed well through the previous fiscal year, turned sluggish because of the suspension of operations and production adjustments at overseas plants. EMS for medical applications remained solid, resulting in divergent trends by EMS demand sector. - FY2020-Q3Strong automotive and consumer LED performance added to the disclosure.Annual report
「In this business, the EMS business performed well in medical equipment and automotive-related applications. In addition, the component sales business performed well in automotive applications and consumer applications such as LEDs, while new revenue, mainly from mobile phones and automotive applications, was added following Fujitsu Electronics becoming a group company.」
The disclosure continues to describe strong EMS performance in medical equipment and automotive applications, as well as strong automotive and consumer LED performance in component sales and mobile phone and automotive revenue originating from Fujitsu Electronics. - FY2020-Q2The strong EMS areas and the revenue streams originating from Fujitsu Electronics are specified in greater detail.Annual report
「In this business, the EMS business performed well, mainly in medical equipment and automotive-related applications. In addition to consumer applications such as LED lighting, the component sales business gained new revenue streams, mainly in mobile phones and automotive applications, following Fujitsu Electronics becoming a group company.」
The disclosure states that EMS performed well, mainly in medical equipment and automotive-related applications, and specifies the addition of component sales revenue for mobile phones and automotive applications following Fujitsu Electronics becoming a group company. - FY2020-Q1Medical EMS turned to solid performance, while automotive revenue from Fujitsu Electronics was added.Annual report
「In this business, the EMS business performed well in air-conditioning equipment and medical applications. In addition, following Fujitsu Electronics becoming a group company in January of this year, revenue was added to the component sales business, mainly from automotive applications.」
EMS for medical equipment, which had been sluggish in the previous fiscal year because of product changeovers and production adjustments at major customers, turned to solid performance. In addition, component sales revenue for automotive applications was added following Fujitsu Electronics becoming a group company. - FY2019-Q3RestatedAnnual report
「In this business, the EMS business continued to perform well in automotive and air-conditioning equipment applications, while medical equipment applications remained sluggish because of production adjustments associated with a major customer's product changeover. The component sales business remained sluggish for home appliances, owing to the impact of production adjustments at major customers and other factors.」
The description continues to present the contrasting performance in which EMS for automotive and air-conditioning equipment performed well, while EMS for medical equipment and component sales for home appliances were sluggish because of production adjustments. - FY2019-Q2RestatedAnnual report
「In this business, the EMS business continued to perform well in automotive and air-conditioning equipment applications, while medical equipment applications remained sluggish due to production adjustments associated with a major customer's product changeover. The component sales business remained sluggish for home appliances, owing to the impact of production adjustments at major customers and other factors.」
The description continues to present the contrasting performance in which EMS for automotive and air-conditioning equipment performed well, while EMS for medical equipment and component sales for home appliances were sluggish because of production adjustments. - FY2019-Q1Divergent EMS performance resulted in lower revenue for the business overall.Annual report
「In this business, the EMS business continued to perform well in automotive and air-conditioning equipment applications, while medical equipment applications remained sluggish due to production adjustments associated with a major customer's product changeover. The component sales business remained sluggish for home appliances, owing to the impact of production adjustments at major customers and other factors.」
While EMS for automotive and air-conditioning equipment performed well, EMS for medical equipment and component sales for home appliances were sluggish because of production adjustments. The Electronic Components Business reported year-on-year declines in both revenue and segment profit. - FY2018-Q3RestatedAnnual report
「The Electronic Components Business performed well in areas including its EMS business for electronic equipment and semiconductor sales.」
The description that the EMS business for electronic equipment and semiconductor sales performed well continues to be included. - FY2018-Q2Semiconductor sales added to the areas performing well.Annual report
「The Electronic Components Business performed well in areas including its EMS business for electronic equipment and semiconductor sales.」
In addition to the strong EMS business for electronic equipment in Japan and overseas reported in the previous quarter, semiconductor sales are now also described as a strong business area. - FY2018-Q1First statedAnnual report
「The Electronic Components Business performed well, including its EMS business for electronic equipment in Japan and overseas.」
The EMS business for electronic equipment in Japan and overseas performed well, resulting in revenue of ¥41,721 million, up 6.3% year on year, and segment profit of ¥1,539 million, up 147.1%, for the Electronic Components Business.