Worth reading
69In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Deterioration
Direction inferred from the company’s description.Scale
-45
%Wording
Avoiding a definitive answer
How definitive the wording is.Revised forecast
2025 年 8 月期 · 第 2 四半期(中間期)・通期Previous forecast published 2024 年 10 月 15 日Net Sales第 2 四半期(中間期)34,000→26,975million
-20.7%
Net SalesFull year82,000→73,000million
-11.0%
Operating profit第 2 四半期(中間期)50→-217million
-534.0%
Operating profitFull year2,200→1,300million
-40.9%
Ordinary income第 2 四半期(中間期)40→-247million
-717.5%
Ordinary incomeFull year2,000→1,100million
-45.0%
Profit attributable to owners of the parent第 2 四半期(中間期)26→-330million
-1,369.2%
Profit attributable to owners of the parentFull year1,200→700million
-41.7%
Net income per share第 2 四半期(中間期)1.81→-23.02yen and sen
-1,371.8%
Net income per shareFull year83.69→48.6yen and sen
-41.9%
The bar length represents the relative magnitude of change, based on the item that changed the most in this document. The percentage change shown by the dotted line is calculated from the two reported figures because the company did not provide the rate.
Reason for the revision
愛知県の市中在庫が過剰な状況が長期化し、第一次取得者層のマインドが下押しを続けたため、戸建住宅事業の販売件数が当初計画を118件下回る見込みとなった。戸建住宅市場の回復は当初想定より遅れる見通しであり、下期の戸建住宅事業の売上高・営業利益は計画を下回る一方、その他のセグメントはおおむね当初計画通り進捗する見込み。
Previous-period results第 2 四半期実績 Net Sales 31,846 / Operating profit -5 / Ordinary income 0 / Interim net income attributable to owners of the parent 21 / Interim net income per share 1.48 / Fiscal Period Covered 2024 年 8 月期 第 2 四半期 / Full-year results Net Sales 71,021 / Operating profit 946 / Ordinary income 919 / Profit attributable to owners of the parent 589 / Net income per share 41.12 / Fiscal Period Covered 2024 年 8 月期
Consolidated / non-consolidatedConsolidated
| Item | Details |
|---|---|
| Net Sales | 第 2 四半期(中間期) 34,000 / Full year 82,000 → 第 2 四半期(中間期) 26,975 / Full year 73,000（第 2 四半期(中間期) △20.7 / Full year △11.0） |
| Operating profit | 第 2 四半期(中間期) 50 / Full year 2,200 → 第 2 四半期(中間期) -217 / Full year 1,300（第 2 四半期(中間期) Not disclosed / Full year △40.9） |
| Ordinary income | 第 2 四半期(中間期) 40 / Full year 2,000 → 第 2 四半期(中間期) -247 / Full year 1,100（第 2 四半期(中間期) Not disclosed / Full year △45.0） |
| Profit attributable to owners of the parent | 第 2 四半期(中間期) 26 / Full year 1,200 → 第 2 四半期(中間期) -330 / Full year 700（第 2 四半期(中間期) Not disclosed / Full year △41.7） |
| Net income per share | 第 2 四半期(中間期) 1.81 / Full year 83.69 → 第 2 四半期(中間期) -23.02 / Full year 48.6 |
| Fiscal Period Covered | 2025 年 8 月期 |
| Period Covered | 第 2 四半期(中間期)・通期 |
| Publication date of previous forecast | 2024 年 10 月 15 日 |
| Previous-period results | 第 2 四半期実績 Net Sales 31,846 / Operating profit -5 / Ordinary income 0 / Interim net income attributable to owners of the parent 21 / Interim net income per share 1.48 / Fiscal Period Covered 2024 年 8 月期 第 2 四半期 / Full-year results Net Sales 71,021 / Operating profit 946 / Ordinary income 919 / Profit attributable to owners of the parent 589 / Net income per share 41.12 / Fiscal Period Covered 2024 年 8 月期 |
| Reason for the revision | 愛知県の市中在庫が過剰な状況が長期化し、第一次取得者層のマインドが下押しを続けたため、戸建住宅事業の販売件数が当初計画を118件下回る見込みとなった。戸建住宅市場の回復は当初想定より遅れる見通しであり、下期の戸建住宅事業の売上高・営業利益は計画を下回る一方、その他のセグメントはおおむね当初計画通り進捗する見込み。 |
| Consolidated / non-consolidated | Consolidated |
Items this document does not state (2)
Details and amount of extraordinary lossDividend forecast revision
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.愛知県を中心に戸建住宅市場の市中在庫過剰と第一次取得者層の購入マインド低下が長期化し、戸建住宅事業の販売件数が当初計画を118件下回る見通しとなったため。市場の回復時期が当初想定より遅れる一方、不動産流通事業など他の事業はおおむね計画通り進捗する見込みとしている。
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.