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Ait (9381) · RiskWorsened

Risk of failing to secure and develop personnel well versed in the logistics business

First written in FY2018. 4 of 9 entries say "Restated". Latest entry: FY2027-H1.

9entries
9years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY2023WorsenedFY2025 – 2026-04-282018: 120182019: 120192020: 020202021: 120212022: 020222023: 120232024: 020242025: 120252026: 42026
Same theme, other companies
Difficulty Securing, Developing and Retaining Specialized and Highly Skilled IT PersonnelA theme 540 companies write about · 555 as a headwind · 4 as a tailwind

The whole theme swung hardest in 2026: 34 of 109 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 190 companies compared. The sentences above are computed from all 190.Comparing 200 of the theme's 559 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1WorsenedAnnual report

    「Under these circumstances, the burden of maintaining and securing transportation capacity in the logistics industry continues to increase, against a backdrop of rising personnel costs and a chronic labor shortage.」

    The report states that the burden of maintaining and securing transportation capacity continues to increase against a backdrop of rising personnel costs and a chronic labor shortage.
  2. FY2025WorsenedAnnual report

    「The logistics industry continues to face a chronic labor shortage due to the declining working-age population and the logistics “2024 problem,” among other factors. Competition for recruits is intensifying, making it difficult to secure personnel.」

    In addition to the existing labor shortage, the logistics “2024 problem” and intensifying competition for recruits have been explicitly identified, making the personnel recruitment risk more specific.
  3. FY2023RestatedAnnual report

    「International freight transportation services in particular require personnel with knowledge and experience of logistics conditions in Japan and around the world. Securing and developing personnel is an important management challenge in accelerating future business expansion and overseas development,」

    Securing and developing personnel familiar with logistics conditions in Japan and overseas remains an important challenge supporting business expansion and overseas development.
  4. FY2021RestatedAnnual report

    「International freight transportation services in particular require personnel with knowledge and experience of logistics conditions in Japan and around the world. Securing and developing personnel is an important management challenge in accelerating future business expansion and overseas development,」

    The risk of difficulty securing and developing personnel familiar with logistics conditions remains an important challenge for business expansion and overseas development.
  5. FY2019RestatedAnnual report

    「Labor shortages have emerged across a wide range of industries, and the logistics industry is also facing a marked labor shortage relative to demand, making it difficult to secure personnel.」

    The labor shortage in the logistics industry and difficulty securing personnel remain management challenges for business expansion and overseas development.
  6. FY2018First statedAnnual report

    「However, if we are unable to secure personnel familiar with the logistics business or provide training and development as planned, this could affect our Group’s business activities.」

    The company has, for the first time, explicitly identified failure to secure personnel familiar with the logistics business or to advance training and development as planned as a factor that could affect business activities.
Moved together

"Country, Trade, and Social Disruption Risks Associated with Global Expansion" moved the same way as this thread, in the same document, in 4 of its 9 moves.

4322★1234
  1. ★This thread
  2. 1Country, Trade, and Social Disruption Risks Associated with Global Expansion4×
  3. 2Increase in Trade Receivables and Advances Paid on Behalf of Others and Bad Debt Risk3×
  4. 3Weak consumer sentiment2×
  5. 4Rise in transportation procurement prices driven by fuel prices and demand for vessel capacity2×

★ 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 Ait yet. It last moved in the Earnings of 2026-10-09: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of failing to secure and develop personnel well versed in the logistics business | AIT CORPORATION (9381) | Komori