Strong construction demand driven by inbound tourism and corporate capital investment
First written in FY2024-Q2. 3 of 7 entries say "Restated". Latest entry: 2026-08-07.
No other company in this theme has enough history to compare yet.
- 2026-08-07WorsenedEarnings
「Price increases for construction materials and higher construction labor costs resulting from a decline in construction workers continue, while competition to secure construction workers is becoming increasingly intense.」
While investment and replacement demand for commercial facilities and other properties remains solid, the company describes continued increases in construction-material prices and labor costs, as well as intensifying competition to secure personnel. - FY2026WorsenedAnnual report
「However, the worsening situation in the Middle East is having a major impact on supply chains, and orders for construction materials, housing equipment and other products have been suspended and prices raised one after another, resulting in an unpredictable situation.」
While corporate demand for capital investment in and rebuilding of commercial facilities and other properties remains steady, the company states that supply chains have been affected by the worsening situation in the Middle East, with successive order suspensions and price increases for construction materials and housing equipment. - 2026-05-14RestatedEarnings presentation
「Strong construction demand and progress in setting appropriate selling prices led to higher sales in each segment.」
The company continues to recognize strong construction demand and links it to higher sales in each segment. - FY2026-H1RestatedAnnual report
「In the construction industry, demand for corporate capital investment in commercial facilities and other properties and for rebuilding remains steady, but soaring construction material prices and labor costs due to a decline in construction workers continue, and competition to secure construction workers is intensifying.」
The company maintains its view that corporate demand for capital investment in and rebuilding of commercial facilities and other properties remains steady. At the same time, it continues to describe soaring construction material prices and labor costs and intensifying competition to secure construction workers. - FY2024ReframedAnnual report
「In the construction industry, demand for corporate capital investment in commercial facilities and other properties and for rebuilding remains steady, but high construction material prices and rising construction labor costs due to shortages of construction engineers and skilled workers continue.」
The description has been reorganized from the previous quarter's wording, which included inbound demand, to focus on construction demand driven by corporate capital investment in and rebuilding of commercial facilities. - FY2024-Q3RestatedAnnual report
「In the construction industry, inbound demand is recovering and demand for capital investment in stores, commercial facilities and other properties by corporations remains firm. However, construction labor costs continue to rise due to a shortage of skilled construction workers, while construction material prices remain high.」
The company continues to view inbound demand and corporate demand for capital investment in stores, commercial facilities and other properties as steady. - FY2024-Q2First statedAnnual report
「In the construction industry, inbound demand is recovering and demand for capital investment in stores, commercial facilities and other properties by corporations remains firm. However, construction labor costs continue to rise due to a shortage of skilled construction workers, while construction material prices remain high.」
The company states that the recovery in inbound demand and corporate demand for capital investment in stores, commercial facilities and other properties have remained steady as sources of demand in the construction industry.