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Kimura Unity (9368) · FactRestated

Decline in Order Volumes from Major Customers in the Packaging Business

First written in FY2018-Q1. 16 of 28 entries say "Restated". Latest entry: 2026-07-30.

28entries
10years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q1 – FY2023-Q3DroppedFY2024-Q1 – FY2025-H12017: 220172018: 220182019: 420192020: 320202021: 420212022: 320222023: 320232024: 220242025: 220252026: 32026
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

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

4 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 15 companies compared. The sentences above are computed from all 15.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-30RestatedEarnings

    「Revenue for the period was ¥16,502 million, up 9.1% year on year, due mainly to an increase in order volume from major customers in the domestic logistics services business.」

    The increase in orders from major customers was again cited as a factor behind higher revenue in the domestic logistics services business and consolidated net sales.
  2. FY2026RestatedAnnual report

    「Revenue was ¥64,546 million, up 5.6% from the previous fiscal year, due in part to expansion of sales in the domestic logistics services business and increased order volumes from major customers.」

    Increased order volumes from major customers, together with new sales expansion, continue to support revenue growth in the logistics services business and consolidated revenue.
  3. 2026-04-27RestatedEarnings

    「Net sales were ¥45,876 million, up 6.3% year on year, due mainly to an increase in order volume from major customers in the storage equipment business.」

    The increase in order volume from major customers continued to be cited as a driver of higher revenue in the logistics services business.
  4. FY2026-H1RestatedAnnual report

    「Net sales were ¥21,249 million, down 0.7% year on year, due mainly to lower revenue at the domestic storage equipment business and at Chinese subsidiaries 広州広汽木村進和倉庫有限公司 and 天津木村進和物流有限公司, despite increased orders from major customers in the domestic packaging business.」

    While order volumes from major customers in the packaging business continue to increase, lower revenue in the storage equipment business and at the Chinese subsidiary is weighing on the logistics services business overall.
  5. FY2025MitigatedAnnual report

    「Although increased order volumes from major customers in the domestic packaging business had a positive impact on revenue,」

    For the packaging business, which had cited the impact of plant closures and production stoppages by major customers through the previous fiscal year, the current fiscal year cites increased order volumes from major customers as having a positive impact on revenue.
  6. FY2025-H1The impact of major customers' production stoppages is cited againAnnual report

    「Although the business was affected by production stoppages and other factors at major customers,」

    Although this differs from the previous wording about lower order volumes from major customers in the packaging business, production stoppages at major customers are again cited as a factor limiting profit in the logistics services business.
  7. FY2024DroppedAnnual report

    「Revenue was ¥43,571 million, up 3.1% year on year, due in part to increased order volumes in the domestic packaging business, the Chinese subsidiary 広州広汽木村進和倉庫有限公司 and the North American subsidiary KIMURA,INC.」

    There is no specific mention of lower order volumes from major packaging business customers; increased order volumes in the domestic packaging business and at the Chinese and North American subsidiaries are cited as factors behind full-year revenue growth.
  8. FY2024-Q1DroppedAnnual report

    「① Logistics Services Business Revenue was ¥10,324 million, up 2.7% year on year, due in part to increased order volumes in the domestic logistics services business, the Chinese subsidiary 広州広汽木村進和倉庫有限公司 and the North American subsidiary KIMURA,INC.」

    The explanation of the logistics services business for the quarter does not specifically mention order volumes from major customers in the packaging business.
  9. FY2023MitigatedAnnual report

    「Net sales were ¥42,264 million, up 3.2% year on year, due mainly to increased order volumes in the domestic logistics services business, at Chinese subsidiary 広州広汽木村進和倉庫有限公司 and at North American subsidiary KIMURA, INC.」

    Against the impact of plant closures and other measures by major packaging business customers cited in the previous fiscal year, the current fiscal year cites increased order volumes in Japan and overseas as a factor behind revenue growth in the logistics services business.
  10. FY2023-Q3RestatedAnnual report

    「Operating profit was ¥2,549 million, up 14.1% year on year, due in part to progress in company-wide earnings improvement initiatives, despite the impact of plant closures and other factors affecting major customers in the domestic packaging business.」

    The domestic packaging business continues to be affected by plant closures and other factors involving major customers, while company-wide earnings improvement initiatives are cited as a factor supporting profit growth despite that impact.
  11. FY2023-Q2The impact of lower order volumes from major packaging business customers, plant closures and production stoppages becomes apparentAnnual report

    「Operating profit was ¥1,354 million, up 9.9% year on year, despite the impact of plant closures and other factors affecting major customers in the domestic packaging business, due in part to progress in company-wide earnings improvement initiatives. ① Logistics Services Business Revenue was ¥20,186 million, up 6.3% year on year, despite lower order volumes from major customers in the domestic packaging business, due in part to increased order volumes in the storage equipment products business. Operating profit was ¥1,680 million, down 0.9% year on year, as progress in earnings improvement initiatives limited the impact of deteriorating productivity amid lower volumes resulting from production stoppages and other factors.」

    Lower order volumes from major packaging business customers continued, and the disclosure specifically cited lower volumes and deteriorating productivity resulting from plant closures and production stoppages by major customers. Increased order volumes and earnings improvement in the storage equipment products business partly offset the impact.
  12. FY2023-Q1Order volumes from major packaging business customers change from an increase to a decreaseAnnual report

    「① Logistics Services Business Net sales were ¥10,053 million, up 4.8% year on year, due mainly to increased order volumes in the domestic storage equipment products business, despite lower order volumes from major customers in the packaging business.」

    Order volumes from major packaging business customers, which had been cited as a growth factor through the previous quarter, were cited as a decline factor this quarter.
  13. FY2022-Q3RestatedAnnual report

    「Revenue was ¥29,778 million, up 15.2% year on year, partly due to increased order volumes from major customers in the packaging and storage equipment businesses.」

    Order volumes from major customers continued to increase in the packaging and storage equipment businesses, supporting revenue growth in the logistics services business.
  14. FY2022-Q2RestatedAnnual report

    「Revenue was ¥18,994 million, up 17.9% year on year, due in part to increased order volumes from major customers in the packaging business.」

    Increased order volumes from major packaging business customers continue to support revenue growth in the logistics services business.
  15. FY2022-Q1Logistics services turns from revenue decline to revenue growth as order volumes from major packaging business customers increaseAnnual report

    「Revenue was ¥9,592 million, up 24.8% year on year, despite the impact of COVID-19 in Japan and overseas, due in part to increased order volumes from major customers in the packaging business」

    Despite the continuing impact of the pandemic, the logistics services business reported revenue growth due to increased order volumes from major customers in the packaging business.
  16. FY2021Higher orders in the Kanto region continued, while the pandemic caused a decline in logistics revenueAnnual report

    「Although higher orders in the Kanto region were a positive factor in the domestic packaging business, the impact of COVID-19 in Japan and overseas resulted in net sales of ¥35,885 million, down 4.7% year on year」

    The factors driving higher orders in the Kanto region's packaging business continued, but the impact of the pandemic in Japan and overseas was greater, resulting in lower revenue in the logistics services business.
  17. FY2021-Q3RestatedAnnual report

    「Although higher orders in the Kanto region were a positive factor in the domestic packaging business, the impact of COVID-19 in Japan and overseas resulted in net sales of ¥25,848 million, down 7.2% year on year」

    Although higher orders were a positive factor in the packaging business in the Kanto region, the impact of COVID-19 in Japan and overseas was a factor behind the decline in revenue in the logistics services business.
  18. FY2021-Q2RestatedAnnual report

    「Although higher orders in the Kanto region were a positive factor in the domestic packaging business, the impact of COVID-19 in Japan and overseas resulted in net sales of ¥16,106 million, down 11.0% year on year」

    Although higher orders were a positive factor in the packaging business in the Kanto region, the impact of COVID-19 in Japan and overseas was a factor behind the decline in revenue in the logistics services business.
  19. FY2021-Q1Orders in the Kanto region continued to increase, while the logistics services business recorded lower revenue due to operating suspensions caused by COVID-19Annual report

    「Although higher orders in the Kanto region were a positive factor in the domestic packaging business, the impact of temporary operating suspensions in Japan and overseas due to the spread of COVID-19 resulted in net sales of ¥7,688 million, down 16.7% year on year」

    Orders in the Kanto region continued to increase, but temporary operating suspensions in Japan and overseas were reported as a greater factor behind the decline in revenue.
  20. FY2020-Q3RestatedAnnual report

    「In the logistics services business, net sales were ¥27,842 million, up 4.9% year on year, due to an expansion in orders in the Kanto region and higher orders for supplies logistics operations launched in the previous period in the packaging business, despite a decline in orders from major customers in the domestic storage equipment products business.」

    In the packaging business, the expansion in orders in the Kanto region and higher orders for supplies logistics operations continued, while a decline in orders from major customers was reported in the storage equipment products business.
  21. FY2020-Q2RestatedAnnual report

    「In the logistics services business, although order volumes from major customers in the domestic storage equipment products business declined, net sales were ¥18,092 million, up 5.3% year on year, due mainly to increased order volumes in the Kanto region in the packaging business and higher order volumes for the supplies logistics operations launched in the previous fiscal year.」

    Orders in the packaging business continued to increase, with the current report specifically citing an expansion in orders in the Kanto region. By contrast, a decline in orders was reported in the storage equipment products business.
  22. FY2020-Q1RestatedAnnual report

    「In the logistics services business, net sales were ¥9,224 million, up 3.9% year on year, due to higher orders from major customers in the packaging business, despite a decline in orders in the storage equipment products business in Japan and overseas,」

    Higher orders from major customers in the packaging business continued to offset the decline in orders in the storage equipment products business and remained a factor behind higher revenue.
  23. FY2019RestatedAnnual report

    「Net sales were ¥36,021 million, up 11.9% from the previous period, due to higher orders from major customers in the domestic packaging and storage equipment products businesses, the opening of new sites, higher orders in the storage equipment products business at North American subsidiary KIMURA, INC., and an increase in branches at Guangzhou GAC Kimura Shinwa Warehouse Co., Ltd., among other factors.」

    The company continued to report higher orders from major customers in the packaging business and the storage equipment products business for the full year.
  24. FY2019-Q3RestatedAnnual report

    「In the logistics services business, net sales were ¥26,554 million, up 11.4% year on year, due to higher orders from major customers in the domestic packaging and storage equipment products businesses, the opening of new sites, and higher orders in the storage equipment products business at its North American subsidiary KIMURA, INC., among other factors.」

    The company continued to report an increase in orders from major customers in the packaging business and the storage equipment products business.
  25. FY2019-Q1RestatedAnnual report

    「In the logistics services business, net sales were ¥8,879 million, up 16.5% year on year, due mainly to increased order volumes from major customers in the domestic packaging and storage equipment products businesses and higher order volumes in the storage equipment products business of the North American subsidiary.」

    The company continued to report an increase in orders from major customers in the packaging business and the storage equipment products business.
  26. FY2018-Q3Orders from major customers in the packaging business changed from a decrease to an increaseAnnual report

    「Amid these conditions, group net sales were ¥35,870 million, up 3.3% year on year, owing mainly to higher order volumes from major customers in the packaging business and higher domestic order volumes in the storage equipment products business within the logistics services business, an increase in lease and maintenance contract units in the automotive services business, and higher sales volumes at domestic subsidiary 株式会社スーパージャンボ.」

    Orders from major customers in the packaging business, which had been cited as a declining factor through the previous quarter, were cited as an increasing factor in the current quarter.
  27. FY2018-Q2RestatedAnnual report

    「In the packaging business, net sales were ¥15,503 million, up 1.2% year on year, despite a decline in orders from major customers and other factors.」

    The decline in orders from major customers continued to be reported as a condition in the packaging business. However, the logistics services business as a whole recorded higher revenue.
  28. FY2018-Q1First statedAnnual report

    「In the logistics services business, although orders recovered in the domestic storage equipment products business, net sales were ¥7,622 million, down 1.2% year on year, due mainly to a decline in order volumes from major customers in the packaging business.」

    Orders from major customers declined in the packaging business, becoming a factor behind the decrease in revenue in the logistics services business.
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Kimura Unity's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the Earnings of 2026-07-30: "Restated".
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Decline in Order Volumes from Major Customers in the Packaging Business | KIMURA UNITY CO.,LTD. (9368) | Komori