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Kantsu Hd (9326) · RiskMaterialised

Risk of a Decline in Shipment Volumes at the Customer Accounting for the Largest Share

First written in FY2027-H1. 3 of 3 entries say "Materialised", first in FY2027-H1. Latest entry: 2026-10-15.

3entries
1years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseMaterialisedFY2027-H1 – 2026-10-152026: 3
Same theme, other companies
Deterioration in performance due to customer-specific factors affecting key customersA theme 15 companies write about · 15 as a headwind · 0 as a tailwind

Kantsu Hd moved to the "Worse" side of this theme in 2026, 6 years after the typical company in this theme (2020).

The whole theme swung hardest in 2018: 3 of 8 companies on the "Worse" side.

1 other company's latest entry also says "Materialised".

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 15 companies compared. The sentences above are computed from all 15.
Full recordFilings, disclosures and news, newest first
  2. FY2027-H1MaterialisedAnnual report

    「However, during the interim consolidated accounting period, the substantial decline in shipment volumes from the customer accounting for the largest share of our logistics business, among other factors, affected our operating results.」

    A substantial decline in shipment volumes from the customer with the largest share actually occurred and was explicitly identified for the first time as a factor affecting the logistics business and consolidated results.
Moved together

"Risks Related to the Continuation of Leases for Logistics Hubs and Higher Rents" moved the same way as this thread, in the same document, in 3 of its 3 moves.

32★12
  1. ★This thread
  2. 1Risks Related to the Continuation of Leases for Logistics Hubs and Higher Rents3×
  3. 2Revenue and earnings growth centered on logistics services2×

★ 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 Kantsu Hd yet. It last moved in the Revision of earnings forecasts of 2026-10-15: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of a Decline in Shipment Volumes at the Customer Accounting for the Largest Share | KANTSU HD CO.,LTD. (9326) | Komori