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Qualtec (9165) · RiskFirst statedLatest Earnings presentation (2026-08-07): "Restated"

Impact of U.S. Tariff Policy on Financial Results

First written in FY2025. 2 of 4 entries say "Worsened", first in 2026-05-15. Latest entry: 2026-08-07.

4entries
2years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025Worsened2026-05-15 – 2026-05-152025: 120252026: 32026
Same theme, other companies
Cost, Demand and Supply Chain Impact of 2025 Tariffs on Exports to the United States and Retaliatory TariffsA theme 23 companies write about · 23 as a headwind · 0 as a tailwind

Qualtec moved to the "Worse" side of this theme in 2026, the same year as the typical company in this theme.

The whole theme swung hardest in 2026: 13 of 20 companies on the "Worse" side.

5 other companies' latest entry also says "Restated".

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 23 companies compared. The sentences above are computed from all 23.
Full recordFilings, disclosures and news, newest first
  2. FY2025First statedAnnual report

    「We currently believe that the direct impact of U.S. tariff policy is limited. This is because we are primarily involved in reliability assessment, analysis and failure analysis during the R&D and design stages of automobile and electrical-equipment manufacturers. These are essential processes for securing the competitiveness of customers’ next-generation products regardless of market conditions and are generally continued as part of medium- to long-term technology-development investment. However, the outlook is uncertain, and future U.S. policy developments may affect our business results and financial position.」

    The company first identified U.S. tariff policy as a standalone risk, assessing the likelihood of materialization as high, the impact as medium and the expected timing as within 1 year.
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
No upcoming earnings preview for Qualtec yet. It last moved in the Earnings presentation of 2026-08-07: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Impact of U.S. Tariff Policy on Financial Results | Qualtec Co.,Ltd. (9165) | Komori