Komori
Asagami (9311) · RiskWorsenedLatest Revisions to earnings forecasts (2026-10-30): "Restated"

Driver Shortage in the Logistics Industry

First written in FY2016. 27 of 39 entries say "Restated". Latest entry: 2026-10-30.

39entries
11years
4from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q3 – FY2021-Q32016: 320162017: 420172018: 420182019: 420192020: 320202021: 320212022: 420222023: 420232024: 320242025: 220252026: 52026
Same theme, other companies
Rising costs due to labor shortages and high fuel prices in the logistics industryA theme 7 companies write about · 7 as a headwind · 0 as a tailwind

Asagami moved to the "Worse" side of this theme in 2021, 1 year before the typical company in this theme (2022).

The whole theme swung hardest in 2020: 3 of 6 companies on the "Worse" side.

2 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「The logistics industry continues to face a challenging operating environment, as fuel prices rose sharply at the end of the fiscal year and the effective job openings-to-applicants ratio for drivers remained high.」

    In addition to the longstanding driver shortage, the sharp rise in fuel prices at the end of the fiscal year is noted.
  2. FY2026-H1RestatedAnnual report

    「The logistics industry continues to face a challenging operating environment, as the effective job openings-to-applicants ratio for drivers and fuel prices remain high.」

    The challenging environment in the logistics industry due to the high effective job openings-to-applicants ratio indicating a driver shortage and persistently high fuel prices is reiterated.
  3. FY2025WorsenedAnnual report

    「The effective job openings-to-applicants ratio for driver positions is more than twice that for all occupations combined, while fuel prices remain elevated, and the logistics industry continues to face a challenging operating environment.」

    The fact that the effective job openings-to-applicants ratio for driver positions is more than twice that for all occupations combined is explicitly stated, providing specific evidence of the driver shortage and persistently high fuel prices.
  4. FY2025-H1RestatedAnnual report

    「The logistics industry continues to face a challenging operating environment because the effective job openings-to-applicants ratio for drivers remains high and fuel prices also remain elevated.」

    The high effective job openings-to-applicants ratio indicating a driver shortage and the challenging environment in the logistics industry due to elevated fuel prices are reiterated.
  5. FY2024WorsenedAnnual report

    「The logistics industry continues to face a challenging operating environment because the effective job openings-to-applicants ratio for all occupations combined is trending lower, while the ratio for drivers is trending higher and fuel prices remain elevated.」

    It is stated that the effective job openings-to-applicants ratio for all occupations combined is declining, while the ratio for drivers is rising and fuel prices remain elevated.
  6. FY2024-Q3RestatedAnnual report

    「The logistics industry continues to face a challenging operating environment, as the effective job openings-to-applicants ratio for drivers remains high relative to other industries and fuel prices remain elevated.」

    The high effective job openings-to-applicants ratio indicating a driver shortage and the challenging environment in the logistics industry due to elevated fuel prices continue to be noted.
  7. FY2024-Q2WorsenedAnnual report

    「The logistics industry continues to face a challenging operating environment, as already high fuel prices rose further and the effective job openings-to-applicants ratio for drivers increased.」

    The further rise in already high fuel prices and the increase in the effective job openings-to-applicants ratio for drivers are newly noted, indicating a worsening environment in the logistics industry.
  8. FY2024-Q1RestatedAnnual report

    「The logistics industry continues to face a challenging operating environment due to high fuel prices and the prolonged driver shortage.」

    The challenging operating environment in the logistics industry due to high fuel prices and the prolonged driver shortage is reiterated.
  9. FY2023WorsenedAnnual report

    「In the logistics industry, the effective job openings-to-applicants ratio for drivers, which had declined due to the impact of COVID-19, is rising again. In addition, addressing regulations on drivers’ overtime hours beginning in 2024 has become an issue.」

    In addition to the prolonged driver shortage, compliance with regulations on overtime hours beginning in 2024 is explicitly identified as a new issue.
  10. FY2023-Q3RestatedAnnual report

    「The logistics industry continues to face a challenging operating environment due to cost pressures from persistently high fuel prices and the prolonged driver shortage.」

    Cost pressures from persistently high fuel prices and the prolonged driver shortage are reiterated as factors contributing to the challenging environment in the logistics industry.
  11. FY2023-Q2RestatedAnnual report

    「The logistics industry continues to face a challenging operating environment due to cost pressures from persistently high fuel prices and the prolonged driver shortage.」

    Cost pressures from persistently high fuel prices and the prolonged driver shortage are reiterated as factors contributing to the challenging environment in the logistics industry.
  12. FY2023-Q1RestatedAnnual report

    「The logistics industry continues to face a challenging operating environment due to rising costs accompanying higher fuel prices and the prolonged driver shortage.」

    Rising costs due to higher fuel prices and the prolonged driver shortage are reiterated as factors contributing to the challenging environment in the logistics industry.
  13. FY2022WorsenedAnnual report

    「The effective job openings-to-applicants ratio for drivers remained high, and the longstanding driver shortage had not been resolved. The continued rise in fuel prices also contributed to a challenging operating environment.」

    In addition to the unresolved driver shortage, the continued rise in fuel prices is noted.
  14. FY2022-Q3RestatedAnnual report

    「The effective job openings-to-applicants ratio for drivers remained high, and the longstanding driver shortage had not been resolved. In addition, the long-term rise in fuel prices contributed to an overall challenging operating environment.」

    The unresolved driver shortage and the long-term rise in fuel prices continue to be cited as factors contributing to the challenging environment in the logistics industry.
  15. FY2022-Q2WorsenedAnnual report

    「The effective job openings-to-applicants ratio for drivers remained high, and the longstanding driver shortage had not been resolved. In addition, fuel prices continued to rise, resulting in an overall challenging operating environment.」

    In addition to the unresolved driver shortage, the continued rise in fuel prices is noted, indicating a worsening environment in the logistics industry.
  16. FY2022-Q1WorsenedAnnual report

    「The effective job openings-to-applicants ratio for drivers remained high, and the longstanding driver shortage had not been resolved. In addition, the continued rise in fuel prices contributed to an overall challenging operating environment.」

    In addition to the unresolved driver shortage, the continued rise in fuel prices is added as a factor contributing to the challenging environment in the logistics industry.
  17. FY2021-Q3RestatedAnnual report

    「The logistics industry continued to face a challenging operating environment overall because the high effective job openings-to-applicants ratio for drivers prevented the longstanding driver shortage from being resolved.」

    The high effective job openings-to-applicants ratio for drivers and the continuing failure to resolve the driver shortage are reiterated as longstanding issues.
  18. FY2021-Q1RestatedAnnual report

    「The logistics industry continued to face a challenging operating environment overall. Although the effective job openings-to-applicants ratio for drivers declined, it remained high, and the longstanding driver shortage had not been resolved.」

    Although the effective job openings-to-applicants ratio for drivers declined, it remained high, reiterating that the driver shortage had not been resolved.
  19. FY2020RestatedAnnual report

    「The logistics industry continued to face a challenging operating environment overall, as the rise in the effective job openings-to-applicants ratio for drivers came to a halt but was considered potentially temporary due to the spread of COVID-19, remained high, and production also remained weak.」

    Although the effective job openings-to-applicants ratio for drivers stopped rising, it remained high, reiterating the challenging environment in the logistics industry, including the driver shortage.
  20. FY2020-Q3RestatedAnnual report

    「The logistics industry continued to face a challenging operating environment overall because the effective job openings-to-applicants ratio for drivers remained high.」

    It is stated that the high effective job openings-to-applicants ratio, indicating a driver shortage, and the challenging environment in the logistics industry continue.
  21. FY2020-Q2RestatedAnnual report

    「The logistics industry continued to face a challenging operating environment overall because the effective job openings-to-applicants ratio for drivers remained high.」

    The high effective job openings-to-applicants ratio, indicating a driver shortage, and the challenging environment in the logistics industry are reiterated.
  22. FY2020-Q1RestatedAnnual report

    「The logistics industry continued to face a challenging operating environment overall because the effective job openings-to-applicants ratio for drivers remained high.」

    The high effective job openings-to-applicants ratio, indicating a driver shortage, and the challenging environment in the logistics industry are reiterated.
  23. FY2019RestatedAnnual report

    「The logistics industry continued to face a challenging operating environment overall, as upward pressure on freight rates intensified while the effective job openings-to-applicants ratio for drivers and fuel prices remained high.」

    The persistently high effective job openings-to-applicants ratio, indicating a driver shortage, and elevated fuel prices reiterate the challenging environment in the logistics industry.
  24. FY2019-Q3RestatedAnnual report

    「The logistics industry continued to face a challenging operating environment overall, as truck freight volumes increased but the driver shortage continued and fuel prices remained high.」

    Although truck freight volumes increased, the challenging environment in the logistics industry persisted due to the ongoing driver shortage and elevated fuel prices.
  25. FY2019-Q2RestatedAnnual report

    「The logistics industry continued to face a challenging operating environment overall, as truck freight volumes increased but natural disasters, including torrential rain, typhoons and earthquakes, disrupted logistics operations, while the driver shortage continued and fuel prices rose.」

    It is stated that the driver shortage continued in the logistics industry. Disruptions to logistics operations caused by natural disasters and rising fuel prices are separately identified as impacts that emerged.
  26. FY2019-Q1RestatedAnnual report

    「The logistics industry continued to face a challenging operating environment overall, despite increased freight volumes and signs of improvement in truck freight rates, as the effective job openings-to-applicants ratio remained high relative to other industries and the driver shortage continued.」

    Although truck freight rates showed signs of improvement, the challenging environment in the logistics industry persisted due to the ongoing driver shortage.
  27. FY2018RestatedAnnual report

    「The logistics industry continued to face a challenging operating environment overall, despite increased freight volumes and signs of improvement in truck freight rates, as the effective job openings-to-applicants ratio remained high relative to other industries and the driver shortage continued.」

    Although truck freight rates showed signs of improvement, the driver shortage continued and the challenging environment in the logistics industry persisted.
  28. FY2018-Q3RestatedAnnual report

    「The logistics industry continued to face a challenging operating environment overall, despite increased freight volumes and signs of improvement in truck freight rates, as the effective job openings-to-applicants ratio remained high relative to other industries and the driver shortage continued.」

    Although truck freight rates showed signs of improvement, the driver shortage continued and the challenging environment in the logistics industry persisted.
  29. FY2018-Q2MaterialisedAnnual report

    「The logistics industry continued to face a challenging operating environment overall, despite increased freight volumes and signs of improvement in truck freight rates, as employment costs rose against the backdrop of the driver shortage.」

    Rising employment costs against the backdrop of the driver shortage are emerging as an actual impact of the challenging environment in the logistics industry.
  30. FY2018-Q1RestatedAnnual report

    「The logistics industry continued to face a challenging operating environment, as the driver shortage became even more acute despite fuel prices remaining broadly flat.」

    It is stated that the driver shortage remains “even more acute,” but no further change in degree from the previous fiscal year is specified.
  31. FY2017WorsenedAnnual report

    「The logistics industry continued to face a challenging operating environment, as fuel prices, which had been declining since the previous fiscal year, rebounded and the driver shortage became even more acute.」

    The longstanding driver shortage is described as having become “even more acute,” with the rebound in fuel prices adding to the pressure.
  32. FY2017-Q3RestatedAnnual report

    「The logistics industry continued to face a challenging operating environment, including the ongoing driver shortage.」

    It is stated that the driver shortage and the challenging operating environment in the logistics industry continue.
  33. FY2017-Q2RestatedAnnual report

    「The logistics industry continued to face a challenging operating environment, including the ongoing driver shortage.」

    It is reiterated that the driver shortage and the challenging operating environment in the logistics industry continue.
  34. FY2017-Q1RestatedAnnual report

    「The logistics industry continued to face challenging business conditions, including an ongoing shortage of drivers.」

    It is reiterated that the driver shortage continues.
  35. FY2016First statedAnnual report

    「Although fuel prices fell further, the logistics industry continued to face challenging business conditions, including an ongoing shortage of drivers.」

    The company indicates that the logistics industry continues to face challenging business conditions due to the ongoing driver shortage.
Moved together

"Share Price Volatility of Securities Held" moved the same way as this thread, in the same document, in 10 of its 39 moves.

1063332★123456
  1. ★This thread
  2. 1Share Price Volatility of Securities Held10×
  3. 2Uncertainty Surrounding the Economy, Geopolitics and Crude Oil Prices6×
  4. 3Contraction in Newspaper Printing and Printing Demand3×
  5. 4Damages Claim Lawsuit Brought by the Bereaved Family of a Former Employee3×
  6. 5Spread of COVID-193×
  7. 6Changes in Economic Conditions, Crude Oil Prices, Customers’ Logistics Policies, and Market Supply and Demand2×

★ 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
Asagami's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Revisions to earnings forecasts of 2026-10-30: "Restated".
News
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