Komori
Japan Airport Terminal (9706) · RiskWorsened

Labor Shortages in the Aviation Industry and Airport Operations

First written in FY2023. 2 of 8 entries say "Materialised", first in FY2024-Q1. Latest entry: FY2026.

8entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2024-Q1 – FY2024-Q2OtherFY2024-Q3 – FY2024MitigatedFY2025-H1 – FY20252023: 320232024: 320242025: 120252026: 12026
Same theme, other companies
Labor Shortage in the Aviation Industry Amid a Rapid Recovery in Air Travel DemandA theme 3 companies write about · 3 as a headwind · 0 as a tailwind

Japan Airport Terminal moved to the "Worse" side of this theme in 2026.

0 other companies' latest entry also says "Worsened".

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

    「Shortages of personnel, delays in their development and lower employee engagement may lead to a decline in competitiveness over the medium to long term through constraints on store operations, delays in promoting new businesses, impediments to innovation and deterioration of the corporate culture, among other factors.」

    The previously identified risk of labour shortages in the aviation industry was expanded to explicitly include the risk of declining competitiveness due to shortages of personnel, insufficient development and lower employee engagement.
  2. FY2025MitigatedAnnual report

    「Sales at food-service outlets exceeded those of the previous fiscal year, owing to the increase in passenger numbers as well as the normalisation of operations at outlets that had been closed or operating on reduced hours in the previous year.」

    Although the impact of shortened operating hours due to labour shortages remained, the food-service business returned to profitability, generating operating profit of ¥579 million, as outlets that had been closed or operating on reduced hours returned to normal.
  3. FY2025-H1MitigatedAnnual report

    「Sales at food-service outlets exceeded those of the previous fiscal year, partly because operations at outlets that had been closed or operating on reduced hours in the previous year returned to normal.」

    Operations at food-service outlets that had been closed or operating on reduced hours in the previous year returned to normal, and the food-service business returned to operating profit from an operating loss in the same period of the previous fiscal year.
  4. FY2024Updated annual impact of labour shortages on financial performanceAnnual report

    「Sales at food-service outlets exceeded those of the previous fiscal year, mainly due to the recovery in domestic passenger numbers.」

    Although shortened operating hours and higher labour costs due to labour shortages continued, the food-service business generated operating revenue of ¥15.389 billion and operating profit of ¥65 million, returning to profitability from an operating loss in the previous fiscal year.
  5. FY2024-Q3Updated impact of shortened operating hours due to labour shortages on financial performanceAnnual report

    「As a result, operating revenue in the food-service business was ¥11.455 billion, up 75.5% year on year. However, operating loss was ¥58 million, compared with an operating loss of ¥1.103 billion in the same period of the previous fiscal year, due to the impact of shortened store operating hours caused by labour shortages, higher food-material prices and increased labour costs.」

    The impact of labour shortages in the aviation industry continued in the form of shortened operating hours at food-service outlets, resulting in an operating loss despite higher revenue.
  6. FY2024-Q2MaterialisedAnnual report

    「As a result, operating revenue in the food-service business was ¥7.318 billion, up 89.4% year on year. However, operating loss was ¥71 million, compared with an operating loss of ¥818 million in the same period of the previous fiscal year, due to the impact of shortened store operating hours caused by labour shortages and higher cost of sales resulting from soaring raw-material prices.」

    The Company specifically indicated that labour shortages in the aviation industry were affecting actual operations and financial performance through shortened operating hours at food-service outlets.
  7. FY2024-Q1MaterialisedAnnual report

    「In addition to external factors such as rising prices and foreign-exchange fluctuations, labour shortages caused by the rapid recovery in international travel demand have become an issue in the aviation industry.」

    The Company continued to identify labour shortages in the aviation industry as an issue and stated that shortened operating hours due to labour shortages had actually occurred in its food-service business.
  8. FY2023First statedAnnual report

    「At present, labour shortages have become an issue across the aviation industry as international travel demand has rapidly recovered following the substantial easing of entry restrictions last autumn.」

    Labour shortages across the aviation industry resulting from the rapid recovery in international travel demand were identified as a new risk to airport operations.
Moved together

"Cooling of Foreign Visitors’ "Spree Buying" in Japan and Pullback in Duty-Free Demand" moved the same way as this thread, in the same document, in 3 of its 8 moves.

322222★123456
  1. ★This thread
  2. 1Cooling of Foreign Visitors’ "Spree Buying" in Japan and Pullback in Duty-Free Demand3×
  3. 2Terminal Renovation and Operational Improvements2×
  4. 3Expansion of business areas and diversification of revenue2×
  5. 4Capturing Spending by Foreign Visitors to Japan and Expanding the Tax-Free Business2×
  6. 5Dependence on Air Passenger Numbers and Airline Performance2×
  7. 6Energy Efficiency and Environmental Conservation at Passenger Terminals2×

★ 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
Japan Airport Terminal's next results are scheduled for 2026-11-06. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.