確認メモ(原文・英語)Consolidated Financial Results for the Three Months Ended June 30, 2026, dated 31 July 2026 with the Japanese: 14 pages against the Japanese 13, with the qualitative review, statements, notes and segment information; the full-year release (30 April 2026) is 24 pages against 24. Every quarter is in the English library. It calls itself an 'abridged translation', but the page counts and sections match the Japanese. Every period, complete.
確認メモ(原文・英語)The Q1 FY3/2027 English tanshin 'Consolidated Financial Results for the Three Months Ended June 30, 2026' (31 Jul 2026, 14 pp) matches the Japanese 2027年3月期第1四半期決算短信 (13 pp). Both have the summary pages; 1. Overview of Business Results (the period's results with a narrative for each of FA, Die Components and VONA, financial position, cash flows, and the forecast explanation with the revision table and FX assumptions); 2. the quarterly balance sheet, income and comprehensive income statements and cash flow statement; and the notes (going concern, significant changes in shareholders' equity, accounting policies, segment information with regional sales and PP&E). The FY3/2026 year-end tanshin (30 Apr 2026) is 24 pages against 24. Earlier quarters: Q3 14 vs 12, Q2 14 vs 12. It calls itself 'an abridged translation', but nothing is cut. The whole tanshin, so 5.
確認メモ(原文・英語)The latest-period English tanshin (Q1 FY3/2027, 31 Jul 2026) has the full quarterly statements: balance sheet, income, comprehensive income and cash flows. It also has the notes: going concern, the treasury-stock change in shareholders' equity, accounting policies, segment information for both years (with the goodwill note on Fictiv and segment income before goodwill amortisation) and regional sales and PP&E. The year-end English tanshin (30 Apr 2026, 24 pp) adds the statement of changes in equity and the full segment note. Full statements and notes for the latest period, so 5.
確認メモ(原文・英語)The English IR library has monthly sales, performance summaries, tanshin, results presentations, the integrated report, the MISUMI Group Report and the company profile; the financial-results pages, disclosure policy and sitemap add nothing. No securities report or audited financial statements in English under any name.
確認メモ(原文・英語)There are three reportable segments: FA, Die Components and VONA. Every English tanshin gives net sales and segment income for each, reconciled to operating income. Q1 FY3/2027: FA ¥51,555m / ¥8,130m, Die Components ¥24,205m / ¥2,931m, VONA ¥55,679m / ¥6,776m, plus FA income before Fictiv goodwill amortisation. The qualitative section narrates each segment. The year-end tanshin (30 Apr 2026, p.19 '1. Description of reportable segments', '2. Method of computing...') defines the segments and states that segment income is on an operating income basis. Segments are unchanged across FY2021-FY2025 in the English data file. The decks add segment and regional detail. Every period, definitions stated and constant, so 5.
確認メモ(原文・英語)IR > Chart Generator embeds a StockWeather data page with an 'XLS downloads' link to Premium_FinancialData_en.xlsx. We fetched it inside the rendered page and read the sheet XML. The workbook is English and 'As of July 31, 2026', with two sheets. 'Annual' gives FY2021-FY2025 (five years) of: the full P&L (sales to net income attributable to owners); the balance sheet (current and fixed assets, liabilities, equity components, equity ratio, ROE); cash flows (operating, investing, financing, ending cash); per-share data (BPS, EPS, interim and year-end DPS); segment sales and income for FA, Die Components and VONA; regional sales; and capex and depreciation. 'Quaterly' gives cumulative sales, OP and net income from Q2 FY2024 to Q1 FY2026. Five years of P&L, BS, CF and per-share data, with segments, current: 5.
確認メモ(原文・英語)Q1 FY3/2027 English tanshin (31 Jul 2026), (3) Explanation of Forecast: the forecast is revised up for 1H and the full year. Full year: sales ¥532.0bn (previously ¥491.5bn), OP ¥67.0bn (¥55.0bn), ordinary income ¥67.3bn, net ¥44.8bn, EPS ¥169.67. The reasons given are Digital MODEL initiatives (Fictiv, Economy Series, D-JIT, meviy) running ahead of plan and data-centre and semiconductor demand. It gives assumed FX for Jul 2026 to Mar 2027 (USD 155.0, EUR 182.0, RMB 22.5). The year-end tanshin gave the original forecast with FX (USD 152, EUR 179, RMB 22) and the Middle East cost risk deliberately excluded. The FY3/2026 English deck (pp.21-26) adds the FY26 plan by segment, region (with growth rates) and pre/post-Fictiv, plus the market view by region. The FX, market view and segment forecasts are all there, with revisions explained, so 5.
確認メモ(原文・英語)English results for the three months to 30 June 2026 published 31 July 2026 (IR News), the same period and day as the Japanese first-quarter tanshin.
確認メモ(原文・英語)There is no medium-term plan in either language. The English Integrated Report 2025 (CEO message) says: 'MISUMI does not issue medium- to long-term management plans ... rather than focusing solely on formal plan execution to meet predetermined numerical targets'. Neither the English nor the Japanese IR menus (Japanese: CFOメッセージ, IR資料室, FAQ) carry a plan. Multi-year items exist only as standalone figures in the FY3/2026 deck (¥150bn growth-investment budget FY26-28, ~35% payout, India and Vietnam to ¥10bn+ in two years) and the 17 Apr 2025 'Dynamic Growth Toward Digital MODEL Shift' deck. No plan in either language, so not_found.
確認メモ(原文・英語)For every quarter an English earnings report deck and a Results Briefing Q&A, matching the Japanese 決算説明会資料 and Q&A list (Q1 FY2026: 26-page deck on 31 July, same as the Japanese; FY2025: 41 pages each). Judging from PDF creation dates the decks are same-day or next-day, and the English Q&As follow the Japanese by days (Q1: 3 vs 7 August). The Japanese briefing videos have no English version, which does not count. Every period with the Q&A.
確認メモの要点(当調査による日本語要約)「投資の魅力」ページはありませんが、英文の統合報告書2025の「At a Glance」と28ページの会社案内(2026年8月6日更新)が強みを示し、D-JITの数値で強みを数値化しています。2026年10月21日の再確認で、投資家向け文書内の章もページと同等とし5点です。
確認メモ(原文・英語)The English IR site has no 'why invest' or investment-highlights page; 'To Individual Investors' is only a page of links. Two English sources do the job. The Integrated Report 2025 opens with 'At a Glance' (22 production sites, 320K+ customers, 55.8% overseas sales, 65 sales offices, 20 logistics sites) and 'Financial and Non-Financial Highlights' (pp.4-5). The 28-page Company Profile (IR Library, updated 6 Aug 2026) covers the 40-million-product line-up, value proposition, D-JIT (28x quantity capacity, ¥1.4tn virtual inventory, 700+ suppliers), growth strategy, IT/AI readiness and human capital. Re-checked 21 Oct 2026 under the rule as written: a section in an investor document counts the same as a page, and the D-JIT figures quantify a strength. Dedicated, with quantified strengths, so 5.
確認メモ(原文・英語)The English decks name the drivers and put numbers on them. FY3/2026 deck (41 pp), 'Future Growth Strategy': three pillars (global expansion, Digital MODEL Shift, entry into growth industries). It gives FY26 local-currency growth by region (+15.7%, +8.8%, +15.3%), the target of making India and Vietnam ¥10bn+ subsidiaries within two years, a ¥2.0bn investment to double automated-stage capacity for data centres, and Fictiv's FY26 plan (sales ¥22.1bn, +54%, path to profit in FY2027). Q1 FY3/2027 deck (26 pp): a ¥4.6bn capacity expansion for data-centre and humanoid components, and 'Digital MODEL Shift: Performance' with growth for meviy, Fictiv, Economy Series and D-JIT. Named drivers with numbers attached, so 5.
確認メモ(原文・英語)Every briefing has an English Q&A summary to match the Japanese 決算説明会Q&A: Q1 FY26, FY25 full year, Q3, 1H, Q1 FY25 and the Fictiv business briefing. The Japanese side also publishes only a Q&A summary, not a transcript. The English arrives later, by PDF creation date: Q1 FY3/2027 7 Aug vs 3 Aug 2026; FY3/2026 13 May vs 1 May 2026; Q3 3 Feb vs 2 Feb 2026; Fictiv briefing 12 Nov 2025. Every period, but days late, so 4 (ruling).
確認メモ(原文・英語)Integrated Report 2025 in English, 68 pages (PDF February 2026), reporting period FY2024 (April 2024 - March 2025). Complete, one edition behind for a March year-end.
確認メモ(原文・英語)There is no previous medium-term plan in either language to reconcile against. The company states in English that it issues none (Integrated Report 2025, see S1). The decks reconcile only single-year plan against actual (for example, FY25 Digital MODEL Shift against the initial plan in the FY3/2026 deck). No plan in either language, so not_found.
確認メモ(原文・英語)No Corporate Governance Report in English. Sustainability > Corporate Governance offers the Corporate Governance Guideline (amended 19 December 2024) and site pages on governance structure, board evaluation, risk management and internal control - a narrative written for the site in place of the filing.
確認メモ(原文・英語)Convocation Notice for the 64th AGM (English, 42 pp, IR News 26 May 2026), Proposal 2. Each of the nine candidates has a dated career history, including when they joined the board (e.g. Arata Shimizu: Outside Director Jun 2020, Senior Executive Director Jun 2024, President Apr 2026), shareholding, board attendance (14/14) and the reasons for nomination. The notes give each outside director's years in office (Nakano since Jun 2019, about seven years; Suseki 2021; Yano 2024; Ulgen 2025) and their designation as TSE independent officers. The independence criteria are on p.13. The Integrated Report 2025 (p.53) tabulates years of service for every director. Tenure, expertise and independence for every director, so 5.
確認メモ(原文・英語)The English AGM notice (26 May 2026, p.12) has a 'Skill Matrix of Directors and Corporate Auditors' for the board after the 2026 AGM: nine directors and three auditors against eight skills (corporate management, business strategy, global experience, AI/DX, manufacturing/operations, organisational/HR, finance/accounting, ESG/risk/legal), with gender and nationality notes. The Integrated Report 2025 (p.53) and the English Governance Structure page also carry a matrix. Current matrix in English, so 5.
確認メモ(原文・英語)English AGM notice (26 May 2026), business report pp.24-28. Structure: basic compensation (fixed monthly), performance-linked bonuses and restricted stock as a long-term incentive; outside directors get basic pay only. KPIs: bonuses are based on consolidated ordinary income and dividend amounts, with the actuals referenced; restricted stock is based on individual evaluation. Amounts for FY2025 are given by pay type: directors ¥981m, of which basic ¥331m, bonuses ¥226m, stock options ¥23m and restricted stock ¥399m (10 people; outside ¥46m); auditors ¥70m. The caps, the decision process (Nomination and Remuneration Committee) and malus/clawback are covered. No KPI weights or pay-mix percentages are given. Re-checked 21 Oct 2026 under v1.1.1, which needs the weight of each performance measure in every performance-linked element: the bonus uses ordinary income and dividends with no weights. So 4.
確認メモ(原文・英語)Convocation Notice for the 64th AGM in English, 42 pages, in IR News 26 May 2026 for the meeting on 18 June - 23 days - with the reference documents for both proposals (dividend; nine directors with profiles and reasons) and the 5:00 p.m. JST deadline. The internet voting site evote.tr.mufg.jp is marked '*Website is available only in Japanese'. Whole document, Japanese-only voting route.
確認メモ(原文・英語)The English Shareholders' Meeting Information page reports the 64th AGM and states 'Proposals 1 and 2 were approved', with the business report slides. No vote counts; no extraordinary report or voting results in IR News. The outcome only.
確認メモ(原文・英語)Nothing in English on cross-shareholdings. We searched the Corporate Governance Guideline (English, 9 pp, amended 19 Dec 2024), the governance pages (structure, board evaluation, risk management, internal control), the Integrated Report 2025 and the 2026 AGM notice. None mentions policy shareholdings. The policy exists only in the Japanese CG report (26 Jun 2026, 原則1-4: the company in principle holds no 政策保有株式), which has no English version. If the English said it holds none, this would be 5; it says nothing, so not_found.
確認メモ(原文・英語)The English homepage (misumi.co.jp/english/) has 'Investor Relations' in its top navigation, visible and linking directly to the English IR top (/english/ir). One click, so 5.
確認メモ(原文・英語)We sampled 22 English document links and all opened as English. They were: tanshin Q1 FY26, FY25, Q3 and Q2 FY25, FY2016 2Q and the FY2019 correction; decks Q1 FY26, FY25, Q3 FY25 and FY2015; Q&As Q1 FY26 and the Fictiv briefing; performance summary 1H FY25; Integrated Report 2025; Company Profile Aug 2026; AGM notice 2026; MISUMI Group Report Vol.51; CG Guideline; TDs 1 Oct 2026, 17 Sep 2026, 31 Jul 2026 forecast revision and 19 Feb 2026 representative change; and the financial-data xlsx. The only non-English files are Chinese annual reports, each labelled 'Chinese' beside the English one in the archive. All English, so 5.
確認メモ(原文・英語)All 22 sampled links in O2 resolved and rendered, from 2016 tanshin and the FY2015 deck to the October 2026 TDs and the StockWeather xlsx. No dead links found. The only fault is a labelling slip: the MISUMI Group Report page's side menu points 'Consolidated Financial Results' and 'Financial Results Presentations' at each other's pages, but both targets are live. So 5.
確認メモ(原文・英語)We rendered the IR top, IR News, Latest Financial Information, Chart Generator (StockWeather iframe with tables and charts), all library pages, the annual report archive, the AGM page, the governance pages and the disclaimer; all render their content. Two English pages are thin by content rather than by rendering failure. The MISUMI Group Report page shows only 'Back Numbers' (Vol.45-51, the last from 2019), because there is no current English issue (Japanese Vol.65). The ESG Data page is a hub with no data, and the Japanese page is the same. No blank widgets, so 5.
確認メモ(原文・英語)The English library is split by type across separate pages, each grouped by fiscal year: Consolidated Financial Results, Results Presentations/Q&A, Performance Summary, Monthly Sales, Integrated Report (with an archive page), MISUMI Group Report and Company Profile. The dated 'IR News' list (filterable by year) carries tanshin, decks, TDs and the AGM notice under one untyped 'IR News' label. It omits the Q&As, integrated reports and governance documents, so it is not an all-types list. Split by type across pages, so 3 (ruling).
確認メモ(原文・英語)The archive is deep across types: English tanshin every quarter from FY2016 2Q to Q1 FY2026; results decks from FY2015 (half-yearly to FY2023, quarterly since FY2024) with Q&As from FY2025; integrated and annual reports 2015-2025; monthly sales to Oct 2024 (discontinued); performance summaries to Q3 FY2025 (discontinued in both languages); IR News back to 2023 and earlier by year. Several years across types, so 5.
確認メモ(原文・英語)The English IR menu has no IR contact; its only contact item, 'Contact for Stock-related Matters', is the transfer agent. The site-wide footer 'Contact Us' page has an 'Annual Reports and Investor Relations' category with its own form - a genuine IR route, but only through the global contact page. Tanshin contact: Toru Takanami, Senior Corporate Officer, CFO, Representative of Finance Platform, +81-3-6777-7501.
確認メモ(原文・英語)The English tanshin are listed on the same day as the Japanese, with matching PDF creation dates: Q1 FY26 31 Jul 2026 (both created 30 Jul), FY25 30 Apr 2026, Q3 30 Jan 2026, Q2 31 Oct 2025. The decks are listed the same day. By creation date, Q1 FY26 and Q3 FY25 were same-day. The FY25 English deck was created 1 May against the Japanese 30 Apr, one day later, and sits in a 2026-05 folder. The 1H FY25 English deck file is dated 5 Dec 2025 against the Japanese 11 Nov; both are re-uploads after the 31 Oct listing. Tanshin same day every period, deck same day in most, so 4.
確認メモ(原文・英語)Lags (English vs Japanese listing dates; PDF creation dates agree): Q1 FY3/2027 tanshin 31 Jul vs 31 Jul 2026, 0 days. FY3/2026 tanshin 30 Apr vs 30 Apr 2026, 0. 64th AGM notice 26 May vs 26 May 2026, 0 (English PDF created 25 May). Corporate Governance Report (Japanese, updated 26 Jun 2026): no English, >90. Securities report: no English, >90. Median of 0, 0, 0, >90, >90 is 0 days, so 5.
確認メモ(原文・英語)From Oct 2025 to Oct 2026, every Japanese IR News timely disclosure has an English counterpart listed on the same date. These include the monthly buyback progress notices (1 Oct 2025 to 1 Oct 2026), forecast and dividend revisions (31 Oct 2025, 30 Jan 2026, 31 Jul 2026), the shareholder return policy change, buyback resolution and dividend (30 Apr 2026), restricted-stock disposals, the representative director change (19 Feb 2026), the Punch Industry logistics tie-up (16 Feb 2026), and the CVC fund and specified subsidiary (17 Sep 2026). The PDF creation dates match pairwise (sampled 8). The only Japanese item without English is the AGM 'その他の電子提供措置事項', which is not a timely disclosure. All, same day, so 5.
確認メモ(原文・英語)No machine-translation notice on the rendered English IR pages or in the IR Disclaimer (which covers accuracy, forward-looking statements and posting delays only). None in the sampled documents (tanshin, decks, Q&A, AGM notice, Integrated Report, Company Profile). The tanshin and AGM notice carry 'Japanese original shall prevail', which belongs to R5. So 5.
確認メモ(原文・英語)The tanshin and the convocation notice each say they are an abridged translation 'for reference purposes only ... the Japanese original shall prevail'. The earnings report deck, the Q&A and the Integrated Report carry no such statement. Disclaimed on some documents.
Investor question: Which growth pillars earn above the cost of capital? IR preparation: disclose committed spend, hurdle rates and realized profit/ROIC.
当調査の分析(会社の説明ではありません)
約束は具体的か5/5Growth budget, cash floor, payout policy and buyback are quantified.
実行の経過を追えるか4/5The framework is active, but complete deployment and realized returns are not yet reconciled.
経済性を説明しているか5/5The company explicitly balances growth, liquidity, leverage and shareholder returns.
目標に対する結果を報告しているか時期未到来The three-year endpoint is not due.