Komori
Delivery Consulting (9240) · RiskMitigated

Dependence on Sales to transcosmos inc.

First written in FY2021. 2 of 6 entries say "Worsened", first in FY2023. Latest entry: 2026-09-14.

6entries
6years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2021 – FY2022WorsenedFY2023 – FY2024MitigatedFY2025 – 2026-09-142021: 12022: 120222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Sales concentration and dependence on specific major customersA theme 196 companies write about · 205 as a headwind · 1 as a tailwind

Delivery Consulting moved to the "Worse" side of this theme in 2023, the same year as the typical company in this theme.

The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.

39 other companies' latest entry also says "Mitigated".

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 191 companies compared. The sentences above are computed from all 191.Comparing 200 of the theme's 206 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-09-14MitigatedEarnings

    「トランス・コスモス株式会社 346,506」

    主要顧客情報におけるトランス・コスモス株式会社の売上高は346,506千円で、総売上高に対する集中度は前期より低下している。
  2. FY2025MitigatedAnnual report

    「トランス・コスモス株式会社 673,064 24.9 415,696 15.2」

    トランス・コスモス株式会社への販売比率が24.9%から15.2%へ低下し、特定販売先への集中度は縮小した。
  3. FY2024WorsenedAnnual report

    「当社グループの売上高のうちトランス・コスモス株式会社に対する当連結会計年度の売上が24.9%(前連結会計年度は20.8%)を占めております。」

    トランス・コスモス株式会社への売上集中比率が20.8%から24.9%へ上昇し、販売依存の数値が拡大した。
  4. FY2023WorsenedAnnual report

    「トランス・コスモス株式会社に対する当連結会計年度の売上が20.8%(前連結会計年度は17.4%)を占めております。」

    トランス・コスモス株式会社への売上集中比率が17.4%から20.8%へ上昇し、販売依存の数値が拡大した。
  5. FY2022RestatedAnnual report

    「トランス・コスモス株式会社に対する当連結会計年度の売上が17.4%(前連結会計年度は17.5%)を占めております。」

    主要販売先への売上集中比率を更新した。比率は17.5%から17.4%へ小幅に低下している。
  6. FY2021First statedAnnual report

    「Sales to transcosmos inc. accounted for 17.5% of the Group's net sales in the current consolidated fiscal year, compared with 21.5% in the previous consolidated fiscal year.」

    主要販売先への売上集中を数値で開示。割合は前期の21.5%から17.5%へ低下。
Moved together

"Expanding Collaboration with Technology Partners" moved the same way as this thread, in the same document, in 2 of its 6 moves.

2222★1234
  1. ★This thread
  2. 1Expanding Collaboration with Technology Partners2×
  3. 2Improving the Financial Position by Raising the Equity Ratio and Reducing Borrowings2×
  4. 3Dependence on Borrowings, Higher Interest Rates and Cash Management2×
  5. 4Dilution of Share Value from the Exercise of Stock Acquisition Rights2×

★ 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.

When this could move next
No upcoming earnings preview for Delivery Consulting yet. It last moved in the Earnings of 2026-09-14: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on Sales to transcosmos inc. | Delivery Consulting Inc. (9240) | Komori