Komori
Mitsubishi Logistics (9301) · RiskMaterialised

Risk of an Economic Downturn Due to U.S. Trade Policy

First written in FY2025. 2 of 3 entries say "Materialised", first in FY2026-H1. Latest entry: 2026-04-30.

3entries
2years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025MaterialisedFY2026-H1 – 2026-04-302025: 220252026: 12026
Same theme, other companies
Business Uncertainty Stemming from Protectionist Trade Policies and Geopolitical ConditionsA theme 364 companies write about · 371 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 106 of 135 companies on the "Worse" side.

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 199 companies compared. The sentences above are computed from all 199.Comparing 200 of the theme's 372 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-04-30MaterialisedEarnings

    「In the logistics industry, cost increases driven by labor shortages and inflation continued, while the direct impact of higher U.S. tariff rates and indirect effects transmitted through the global economy by trade issues were also observed.」

    The company states that the impact of U.S. trade policy became evident in the logistics business environment during the current fiscal year.
  2. FY2026-H1MaterialisedAnnual report

    「In the logistics industry, costs continued to rise amid labor shortages and inflation, while there were also direct effects from higher US tariff rates and indirect effects transmitted through the global economy via trade issues.」

    Regarding US trade policy, which was identified as a risk in the previous fiscal year, the company states that the direct effects of higher tariff rates and the indirect effects of trade issues were actually observed.
  3. FY2025First statedAnnual report

    「There are concerns about the risk of an economic downturn due to the impact of US trade policy.」

    The company has identified the possibility that US trade policy could cause downturns in the global and domestic economies as a new business-environment risk.
Moved together

"Delayed Start of Cargo Handling at a New Facility" moved the same way as this thread, in the same document, in 2 of its 3 moves.

2★1
  1. ★This thread
  2. 1Delayed Start of Cargo Handling at a New Facility2×

★ 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
Mitsubishi Logistics's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Earnings of 2026-04-30: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.