The earnings call reflects a positive outlook driven by strong financial performance, record growth projections, and advancements in AI technology. Despite challenges such as cash flow issues, China market volatility, and regulatory hurdles, the company remains confident in its strategic initiatives and technological advancements.

Company Guidance

During the third quarter of the fiscal year ending March 2025, Tokyo Electron reported robust financial performance, with net sales reaching ¥654.5 billion, marking a 15.5% increase from the previous quarter. The company achieved a gross profit of ¥311.7 billion, representing a 19.9% rise, and an improved gross profit margin of 47.6%, up by 1.7 percentage points. Operating income surged by 34.7% to ¥199.6 billion, with an operating profit margin of 30.5%, up by 4.3 percentage points. Income before income taxes increased by 30.3% to ¥200.1 billion, and net income attributable to owners stood at ¥157.2 billion, a 33.6% rise. The company reported capital expenditures of ¥50.2 billion, focusing on future growth investments. The balance sheet showed total assets at ¥2,501.9 billion, with a notable decline in cash and cash equivalents by ¥230.0 billion due to dividends, share repurchase, and tax payments. Free cash outflow was reported at ¥64.1 billion, with expectations for positive figures in the fourth quarter. The ongoing strategic share repurchase program saw the acquisition of 2,024,200 shares at ¥46.9 billion, completed in January 2025.

Strong Financial Performance

Net sales reached ¥654.5 billion, a 15.5% increase from the previous quarter. Gross profit was ¥311.7 billion, a 19.9% increase, and operating income reached ¥199.6 billion, a 34.7% increase. Net income attributable to owners of parent was ¥157.2 billion, a 33.6% increase.

Record Growth Projections

Tokyo Electron expects fiscal 2025 full-year net sales to reach ¥2.400 trillion, representing a 31% positive growth year-over-year, outperforming market growth.

Advancements in AI and Semiconductor Technology

Significant demand for AI semiconductors is driving growth. The WFE market is expected to continue achieving record highs, with double-digit growth anticipated for 2026.

Strategic Product Development

High-value strategic products like cryogenic etching and Episode 1 wafer film deposition system are gaining traction, with increasing PORs for advanced logic and DRAM applications.

Tokyo Electron (JP:8035) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

JP:8035 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 07, 2025	2026 (Q2)	260.83 / -	255.45	―	―	―
Jul 31, 2025	2026 (Q1)	273.22 / 653.73	273.22	139.27% (+380.51)
Apr 30, 2025	2025 (Q4)	284.99 / 311.99	268.74	16.09% (+43.25)
Feb 06, 2025	2025 (Q3)	281.96 / 341.74	219.04	56.02% (+122.70)
Nov 12, 2024	2025 (Q2)	223.31 / 255.45	157.67	62.02% (+97.78)
Aug 08, 2024	2025 (Q1)	217.33 / 273.22	137.46	98.76% (+135.76)
May 10, 2024	2024 (Q4)	236.42 / 268.74	253.4	6.05% (+15.34)
Feb 09, 2024	2024 (Q3)	183.25 / 219.04	182.68	19.90% (+36.36)
Nov 10, 2023	2024 (Q2)	145.81 / 157.67	383.227	-58.86% (-225.56)
Aug 10, 2023	2024 (Q1)	132.20 / 137.46	188.53	-27.09% (-51.07)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

JP:8035 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	¥27265.00	¥27330.00	+0.24%
Apr 30, 2025	¥21200.00	¥21225.00	+0.12%
Feb 06, 2025	¥25712.11	¥26215.10	+1.96%
Nov 12, 2024	¥22940.68	¥22294.67	-2.82%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Tokyo Electron Ltd. (JP:8035) report earnings?

Tokyo Electron Ltd. (JP:8035) is schdueled to report earning on Nov 07, 2025, TBA (Confirmed).

What is Tokyo Electron Ltd. (JP:8035) earnings time?

Tokyo Electron Ltd. (JP:8035) earnings time is at Nov 07, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is the P/E ratio of Tokyo Electron Ltd. stock?

The P/E ratio of Tokyo Electron is N/A.

What is JP:8035 EPS forecast?

JP:8035 EPS forecast for the fiscal quarter 2026 (Q2) is 260.83.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing