Komori
T.O. Holdings (9812) · RiskMitigated

Decline in Private-Sector Construction and Equipment Investment Demand Due to Soaring Material Prices

First written in FY2023-Q3. 5 of 7 entries say "Restated". Latest entry: FY2026.

7entries
4years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q3 – FY2026-H12023: 220232024: 220242025: 120252026: 22026
Same theme, other companies
Decline in construction demand due to building-material supply constraints and soaring pricesA theme 20 companies write about · 20 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 9 of 12 companies on the "Worse" side.

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

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 20 companies compared. The sentences above are computed from all 20.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「In the construction division, we secured substantially more orders than in the previous fiscal year, including large private-sector construction projects, resulting in sales exceeding the previous fiscal year.」

    Despite the risk of declining equipment investment demand in private-sector construction due to soaring material prices, the company explains that it secured orders by winning large private-sector construction projects.
  2. FY2026-H1RestatedAnnual report

    「During the current interim consolidated fiscal period, there were no material changes in matters relating to the business and accounting conditions described in the interim report, or in the "Business and Other Risks" described in the securities report for the previous fiscal year.」

    It explicitly states that there have been no material changes to existing risks, including the decline in private-sector building equipment investment demand due to soaring material prices.
  3. FY2025-H1RestatedAnnual report

    「In private-sector construction, the challenging order environment caused by soaring material prices continues, but」

    It is reconfirmed that the challenging order environment in private-sector construction due to soaring material prices continues.
  4. FY2024-Q3RestatedAnnual report

    「In private-sector construction, a wait-and-see approach to capital investment due to soaring material prices continues, but orders remained firm despite the challenging environment.」

    The disclosure states that demand for capital investment in private-sector construction remains stagnant against the backdrop of soaring material prices, while orders remain firm.
  5. FY2024-Q2RestatedAnnual report

    「In private-sector construction, a wait-and-see approach to capital investment due to soaring material prices continues, but orders remained firm despite the challenging environment.」

    Although the decline in private-sector building equipment investment demand due to soaring material prices has continued, orders are described as solid.
  6. FY2024-Q1RestatedAnnual report

    「In private-sector construction, a wait-and-see approach to capital investment due to soaring material prices continues, but orders remained firm despite the challenging environment.」

    Although the decline in private-sector building equipment investment demand due to soaring material prices has continued, orders are described as solid.
  7. FY2023-Q3First statedAnnual report

    「In private-sector construction, equipment investment demand has declined because of soaring material prices, and sales were below the same period of the previous year.」

    The decline in equipment investment demand in private-sector construction against the backdrop of soaring material prices has materialized as a 52.6% year-on-year decrease in construction business sales.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
T.O. Holdings's next results are scheduled for 2026-10-13. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Decline in Private-Sector Construction and Equipment Investment Demand Due to Soaring Material Prices | T.O. Holdings CO.,LTD. (9812) | Komori