Yamada Holdings (9831) · RiskWorsenedLatest Earnings (2026-05-08): "Mitigated"
Deterioration of the Housing Business Environment from Declining Housing Starts
First written in FY2023-Q1. 1 of 3 entries say "Worsened", first in FY2026-H1. Latest entry: 2026-05-08.
3entries
5years
1from disclosures
How it moved
Same theme, other companies
Decline in orders due to the shrinking housing market and fluctuations in housing demandA theme 64 companies write about · 66 as a headwind · 3 as a tailwind
The whole theme swung hardest in 2020: 36 of 51 companies on the "Worse" side.
12 other companies' 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 64 companies compared. The sentences above are computed from all 64.Full recordFilings, disclosures and news, newest first
- 2026-05-08MitigatedEarnings
「We steadily recovered toward the fiscal year-end from the impact of delays in housing starts and completions.」
The company stated that the deterioration in the business environment caused by delays in housing starts and completions was recovered toward the fiscal year-end. - FY2026-H1WorsenedAnnual report
「The revisions to the Building Standards Act and the Act on the Improvement of Energy Consumption Performance of Buildings in April 2025 delayed new housing starts and sales of custom-built homes.」
For the housing business, the impact of delays in housing starts and custom-built home sales was specifically described as a new external-environment factor related to the revisions to the relevant laws. - FY2023-Q1First statedAnnual report
「In the housing industry, new housing starts for owner-occupied homes began to decline in December 2021, and the difficult operating environment has continued.」
The decline in new housing starts for owner-occupied homes since December 2021 was recorded for the first time as an external-environment risk for the Housing and Construction business.