Komori
Yamada Holdings (9831) · InitiativeAdvanced

Shortening Completion Times through Cooperation with Hinokiya Group

First written in FY2021-Q3. 7 of 10 entries say "Advanced", first in FY2022. Latest entry: 2026-08-06.

10entries
6years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021-Q3AdvancedFY2022 – FY2024-Q1OtherFY2024-Q3AdvancedFY2025-H1 – 2026-08-062021: 120212022: 120222023: 220232024: 220242025: 120252026: 32026
Same theme, other companies
Improving Productivity through Rigorous Construction Process and Cost ManagementA theme 31 companies write about · 0 as a headwind · 31 as a tailwind

The whole theme swung hardest in 2021: 2 of 23 companies on the "Worse" side.

20 other companies' latest entry also says "Advanced".

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 31 companies compared. The sentences above are computed from all 31.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-06AdvancedFinancial results briefing materials

    「Orders remain strong. We aim to achieve our business plan against a backdrop of accumulated order backlogs.」

    The company reported order backlogs at Yamada Homes and Hinokiya Group and reaffirmed its policy of achieving the full-year plan by progressing housing starts and completions.
  2. FY2026AdvancedAnnual report

    「In the Housing and Construction segment, we increased sales by steadily recovering toward the fiscal year-end from the impact of delays in housing starts and completions caused by the enforcement in April 2025 of the amended Building Standards Act and Building Energy Efficiency Act.」

    Delays in housing starts and completions caused by amendments to the laws were recovered toward the fiscal year-end, and revenue in the housing construction segment increased 12.3% year on year.
  3. 2026-05-08AdvancedEarnings

    「We steadily recovered toward the fiscal year-end from the impact of delays in housing starts and completions.」

    The recovery from delays in housing starts and completions in the housing business appeared as higher full-year revenue, indicating progress in improving construction schedules and completions.
  4. FY2026-H1AdvancedAnnual report

    「Completion and handover of homes progressed steadily and revenue increased as a result of strengthened construction management, while the insulation materials business also performed well, resulting in higher revenue and profit.」

    At ヒノキヤグループ, strengthened construction management enabled steady progress in the completion and handover of homes, and improvements in construction and completion times in the housing business were reflected in the results.
  5. FY2025-H1AdvancedAnnual report

    「The Company will continue expanding sales of spec-built subdivision homes, launching new products for custom homes and shortening the time to start construction, thereby promoting an early return to profitability.」

    The Company specified its measures to monetize the housing business as expanding sales of spec-built subdivision homes, launching new products for custom homes and shortening the time to start construction.
  6. FY2024-Q3The timing of the benefits from housing reform was specified as fiscal 2024.Annual report

    「The housing business, a core component of Yamada Holdings' “暮らしまるごと” strategy, is currently pursuing progressive and fundamental structural reforms. Orders are currently progressing steadily as the Company strengthens its product offering centered on smart homes filled with the Yamada touch, consolidates organizations to strengthen sales capabilities, and invests in advertising, promotions and commercials using digital tools and the Yamada Group's customer database. The benefits are expected to be realized in fiscal 2024, when the number of completed homes increases.」

    While pursuing structural reform and improving orders in the housing business, the Company specified that the benefits in its financial results are expected to be realized in fiscal 2024, when the number of completed homes increases.
  7. FY2024-Q2WorsenedAnnual report

    「①ヤマダホームズ recorded revenue of ¥3.3966 billion, down 4.0% year on year, and an operating loss of ¥2.288 billion, compared with an operating loss of ¥1.810 billion in the previous year. Revenue and profit declined due to lower revenue resulting from delays in completion.」

    After explaining in the previous quarter that completion delays had been resolved, the Company reported this quarter that ヤマダホームズ experienced lower revenue due to completion delays and that its operating loss widened from the previous year.
  8. FY2024-Q1AdvancedAnnual report

    「The delays in completion have now been resolved. Handover of completed new-build custom homes is proceeding as planned, and the used-home resale business is also performing steadily.」

    The Company explained that delays in housing completions had been resolved and that handover of completed new-build custom homes had returned to plan.
  9. FY2022AdvancedAnnual report

    「② Cost and cash flow reform through significant reductions in completion times」

    The Company explicitly linked the shortening of completion times through coordination with ヒノキヤグループ to cost and cash flow reform as a key initiative in the housing construction business.
  10. FY2021-Q3First statedAnnual report

    「As one of its current management challenges, the Company is working with ヒノキヤグループ, which became a consolidated subsidiary in October 2020, to shorten construction and completion times.」

    For the first time, the Company described an initiative to address the housing business's management challenge of shortening construction and completion times through coordination with ヒノキヤグループ.
Moved together

"Reforming Personnel Systems and Improving Sales Efficiency" moved the same way as this thread, in the same document, in 7 of its 10 moves.

766655★123456
  1. ★This thread
  2. 1Reforming Personnel Systems and Improving Sales Efficiency7×
  3. 2Developing Services Covering the Entire Home-Living Experience6×
  4. 3Brand Transformation toward the Entire Home-Living Experience6×
  5. 4Impairment Losses from Deteriorating Store Profitability6×
  6. 5Improving Profitability and Corporate Value through Structural Reform5×
  7. 6Expanding Environmental Businesses, Finance and Proprietary Product Development5×

★ 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
Yamada Holdings's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Financial results briefing materials of 2026-08-06: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.