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Kimura Unity (9368) · FactDroppedLatest Occurring Fact (2026-04-27): "Worsened"

Revenue growth in North American logistics operations

First written in FY2017-Q1. 10 of 25 entries say "Restated". Latest entry: 2026-04-27.

25entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2020-Q1RestatedFY2022-Q1 – FY20242016: 220162017: 320172018: 220182019: 320192020: 120202021: 420212022: 120222023: 420232024: 220242025: 220252026: 1
Same theme, other companies
Revenue growth in North American logistics operationsA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

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  1. 2026-04-27WorsenedOccurring Fact

    「In addition to the impact of North American tariffs and the slowdown in EVs, production volumes at our major customers, European automakers, have declined, and the insourcing of logistics operations is progressing.」

    In contrast to the previous theme of higher revenue from North American logistics operations, the Company indicated that tariffs, the slowdown in EVs, lower production volumes at major customers and the insourcing of logistics operations are expected to reduce workloads.
  2. FY2026-H1DroppedAnnual 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.」

    There is no specific mention of higher revenue from North American logistics operations; the explanation for the logistics services business cites lower revenue from the domestic business and the Chinese subsidiary.
  3. FY2025WorsenedAnnual report

    「Revenue was ¥43,151 million, down 1.0% from the previous fiscal year, due mainly to lower order volumes in the pallet division at U.S. subsidiary KIMURA, INC.」

    From the period when higher revenue and increased orders in North American logistics operations were indicated, lower order volumes in the pallet division are now cited as a factor behind lower revenue in the logistics services business.
  4. FY2024RestatedAnnual report

    「In the logistics services business, net sales were ¥43,571 million, up 3.1% year on year, due mainly to increased order volumes in the domestic packaging 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.」

    Higher order volumes at the North American subsidiary are cited as a factor behind higher full-year revenue in the logistics services business.
  5. FY2024-Q3DroppedAnnual report

    「Net sales were ¥32,054 million, up 1.2% year on year, due mainly to increased order volumes in the domestic logistics services business and at Chinese subsidiary 広州広汽木村進和倉庫有限公司.」

    There is no specific mention of higher revenue from North American logistics operations; this quarter, higher order volumes in the domestic logistics services business and at the Chinese subsidiary are cited as factors behind higher revenue.
  6. FY2024-Q2RestatedAnnual report

    「Net sales were ¥20,575 million, up 1.9% year on year, owing mainly to higher order volumes in the domestic logistics services business and at the Chinese subsidiary Guangzhou GAC Kimura Shinwa Warehouse Co., Ltd. and the North American subsidiary KIMURA, INC.」

    Higher order volumes at the Chinese and North American subsidiaries continue to support higher revenue in the logistics services business.
  7. FY2024-Q1RestatedAnnual report

    「Net sales were ¥10,324 million, up 2.7% 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.」

    The increase in order volumes at the North American subsidiary KIMURA, INC. has been reconfirmed as a factor behind higher revenue in the logistics services business.
  8. FY2023RestatedAnnual 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.」

    The increase in order volumes in the North American subsidiary's logistics operations has been reconfirmed as a factor behind higher full-year revenue.
  9. FY2023-Q3North American logistics operations again cited as a factor behind higher revenueAnnual report

    「Net sales were ¥31,660 million, up 6.3% 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.」

    Although specific references to higher revenue from North American logistics operations had been absent, higher order volumes at the North American subsidiary are again cited as a factor behind higher revenue in the logistics services business.
  10. FY2023-Q1DroppedAnnual 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.」

    There is no specific mention of higher revenue from North American logistics operations; instead, higher order volumes in the domestic storage equipment products business are cited as a factor behind higher revenue in the logistics services business.
  11. FY2022-Q2Shift from higher revenue in North American logistics operations to lower pallet-business orders and deteriorating earningsAnnual report

    「Although sales were affected by lower revenue resulting from a decline in orders for the pallet business at overseas subsidiary KIMURA, INC., as well as by the impact of the COVID-19 pandemic in Japan and overseas and production stoppages caused by shortages of automotive semiconductors, among other factors,」

    For the North American subsidiary's logistics operations, the description has changed from indicating higher revenue and a recovery in performance to indicating lower revenue due to a decline in pallet-business orders.
  12. FY2022-Q1RestatedAnnual report

    「Operating profit was ¥959 million, up 678.6% year on year. Although profitability deteriorated at North American subsidiary KIMURA, INC. in the storage equipment products business, performance improvements at Chinese subsidiaries 天津木村進和物流有限公司 and 広州広汽木村進和倉庫有限公司 in the packaging business and other factors contributed to the increase.」

    Deteriorating earnings at the North American subsidiary continue to be reported, and difficult conditions have persisted since the period when its logistics operations supported higher revenue and a recovery in performance.
  13. FY2021WorsenedAnnual report

    「Revenue from the logistics services business was ¥35,885 million, down 4.7% year on year, despite factors supporting higher order volumes in the domestic packaging business, due to the impact of the COVID-19 pandemic in Japan and overseas. Operating income was ¥3,045 million, down 1.6% year on year. Although performance improved at the Chinese subsidiaries Tianjin Kimura Shinwa Logistics Co., Ltd. and Guangzhou GAC Kimura Shinwa Warehouse Co., Ltd. in the packaging business, earnings deteriorated at the North American subsidiary KIMURA, INC., among other factors.」

    From the period when higher revenue and a recovery in North American logistics operations were indicated, the deterioration in earnings at the North American subsidiary is now cited as a factor behind lower full-year profit.
  14. FY2021-Q3Shift from higher revenue and recovery in North American logistics operations to deteriorating earningsAnnual report

    「Operating profit was ¥2,113 million, down 8.7% year on year, due mainly to deterioration in the profitability of overseas subsidiary KIMURA, INC., despite performance improvements at overseas subsidiaries 天津木村進和物流有限公司 and 広州広汽木村進和倉庫有限公司 in the packaging business.」

    The description through the previous fiscal year indicated higher revenue and a recovery in performance at the North American subsidiary, whereas this time deteriorating earnings at the subsidiary are cited as a factor behind lower profit in the logistics services business.
  15. FY2020AdvancedAnnual report

    「Operating income was ¥3,095 million, up 6.8% year on year, owing to the effect of higher revenue in the logistics services business and the recovery in performance at the North American subsidiary KIMURA, INC.」

    The recovery in performance at the North American subsidiary was explicitly cited throughout the fiscal year as a factor behind higher profit in the logistics services business, and operating income rose 6.8% year on year.
  16. FY2020-Q1DroppedAnnual report

    「Although order volumes declined in the storage equipment products business both in Japan and overseas, revenue from the logistics services business was ¥9,224 million, up 3.9% year on year, due mainly to higher order volumes from major customers in the packaging business.」

    There is no specific mention of higher revenue from the North American subsidiary's logistics operations or storage equipment products business; the explanation focuses mainly on declining order volumes in the storage equipment products business in Japan and overseas.
  17. FY2019RestatedAnnual report

    「Revenue from the logistics services business was ¥36,021 million, up 11.9% year on year, owing to higher order volumes from major customers in the domestic packaging and storage equipment products businesses, the opening of new locations, higher order volumes in the storage equipment products business at the North American subsidiary KIMURA, INC., and an increase in the number of branches of Guangzhou GAC Kimura Shinwa Warehouse Co., Ltd.」

    Higher order volumes at the North American subsidiary continue to support higher revenue in the logistics services business.
  18. FY2019-Q3RestatedAnnual report

    「Net sales were ¥26,554 million, up 11.4% year on year, due mainly to higher order volumes in the storage equipment products business at the North American subsidiary KIMURA, INC.」

    Higher order volumes at the North American subsidiary continue to be cited as a factor behind higher revenue in the logistics services business.
  19. FY2019-Q1Changed from order delays and lower revenue to higher orders and revenueAnnual 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.」

    For the North American subsidiary, the description has changed from declining sales and deteriorating operating income through the previous quarter to an increase in revenue from the logistics services business driven by higher order volumes.
  20. FY2018-Q3RestatedAnnual report

    「Operating profit was ¥1,497 million, down 6.6% year on year, due mainly to deterioration associated with lower sales at North American subsidiary KIMURA, INC.」

    Operating profit in North American logistics operations deteriorated as sales declined, and the decline in revenue has continued from the previous quarter.
  21. FY2018-Q2North American logistics operations changed from revenue growth to lower revenueAnnual report

    「In the logistics services business, although there were substantial order delays at North American subsidiary KIMURA, INC. in the storage equipment products business, net sales were ¥15,503 million, up 1.2% year on year, due mainly to a substantial increase in domestic order volumes and other factors. Operating profit was ¥876 million, down 13.8% year on year, due mainly to deterioration associated with lower sales at North American subsidiary KIMURA, INC.」

    Although the logistics services business as a whole increased revenue due to higher domestic orders, the disclosure states that operating profit deteriorated at the North American subsidiary due to lower sales.
  22. FY2018-Q1DroppedAnnual 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.」

    There is no mention of revenue growth in North American logistics operations. The logistics services business is described mainly in terms of the domestic business and lower order volumes from major customers.
  23. FY2017-Q3RestatedAnnual report

    「In the logistics services business, although revenue increased from logistics operations at North American subsidiary KIMURA, INC., net sales were ¥23,199 million, down 3.3% year on year, due to lower orders in the domestic storage equipment products business, the Kumamoto earthquake and other factors, as well as the negative impact of the stronger yen on translation into yen. Operating profit also declined due to lower net sales, to ¥1,602 million, down 6.8% year on year.」

    Although revenue growth in North American logistics operations continued, the logistics services business as a whole experienced declines in both revenue and operating profit.
  24. FY2017-Q2RestatedAnnual report

    「In the logistics services business, although revenue increased from logistics operations at North American subsidiary KIMURA, INC., net sales were ¥15,312 million, down 1.8% year on year, due to lower orders in the domestic storage equipment products business, the Kumamoto earthquake and other factors, as well as the negative impact of the stronger yen on translation into yen.」

    Although revenue growth in North American logistics operations continued, total revenue in the logistics services business declined.
  25. FY2017-Q1First statedAnnual report

    「In the logistics services business, although orders declined in the domestic storage equipment products business and the business was affected by the Kumamoto earthquake and other factors, net sales were ¥7,713 million, up 0.1% year on year, due mainly to higher revenue from logistics operations at North American subsidiary KIMURA, INC.」

    Logistics operations at the North American subsidiary increased revenue, offsetting factors reducing revenue in Japan.
Moved together

"Expansion of the logistics business through the North American subsidiary" moved the same way as this thread, in the same document, in 4 of its 25 moves.

432222★123456
  1. ★This thread
  2. 1Expansion of the logistics business through the North American subsidiary4×
  3. 2Order delays at North American subsidiary KIMURA, INC.3×
  4. 3Domestic and Overseas Economic, Political and Market Uncertainty2×
  5. 4Acquisition of tangible fixed assets driven by increased capital investment2×
  6. 5Dependence on Sales to the Toyota Motor Group2×
  7. 6Continuing Existing Initiatives to Address Key Issues2×

★ 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
Kimura Unity's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the Occurring Fact of 2026-04-27: "Worsened".
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Revenue growth in North American logistics operations | KIMURA UNITY CO.,LTD. (9368) | Komori