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Tokyo Electron Ltd. (TOELF)
OTHER OTC:TOELF
Earnings Data
Report Date
May 08, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
1.96Last Year’s EPS
1.79Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 06, 2025
|% Change Since: 2.26%
|Next Earnings Date:May 08, 2025
Earnings Call Sentiment|Positive
The earnings call reflected strong financial performance and growth prospects in AI-related investments and DRAM sales, with record high financial estimates for fiscal 2025. However, challenges such as significant cash outflows and potential declines in the Chinese market were noted.Company Guidance
During the financial announcement call for Tokyo Electron's third quarter of the fiscal year ending March 2025, several key metrics were highlighted. The company reported net sales of ¥654.5 billion, marking a 15.5% increase from the previous quarter and the second-highest quarterly net sales. Gross profit reached ¥311.7 billion, a 19.9% increase, with a gross profit margin of 47.6%, which rose by 1.7 percentage points. Operating income surged by 34.7% to ¥199.6 billion, resulting in an operating profit margin of 30.5%, up by 4.3 percentage points. The income before income taxes was ¥200.1 billion, up 30.3%, and net income attributable to owners of the parent was ¥157.2 billion, a 33.6% increase. Capital expenditures for the quarter were ¥50.2 billion, primarily for evaluation tools, while the cash flow from operating activities saw a ¥15.0 billion outflow. The company maintained its fiscal 2025 full-year net sales estimate at ¥2.400 trillion, representing a 31% year-over-year growth, and projected a dividend per share of ¥571.Strong Financial Performance in Q3
Net sales reached ¥654.5 billion, a 15.5% increase from the previous quarter. Gross profit was ¥311.7 billion, a 19.9% increase, with a gross profit margin of 47.6%, up 1.7 percentage points. Operating income rose by 34.7% to ¥199.6 billion.
Growth in DRAM and AI-Related Investments
Sales to DRAM customers increased, with its proportion rising by 9 percentage points from the previous quarter. AI-related investments continue to drive market growth, with inquiries for advanced logic and DRAM for HBM applications increasing.
Capital Expenditure and R&D Investment
Capital expenditures in Q3 were ¥50.2 billion, focusing on evaluation tools for development. The company plans R&D expenses of ¥254 billion and CapEx of ¥170 billion for fiscal 2025.
Record High Financial Estimates for FY2025
Fiscal 2025 full-year net sales estimates are ¥2.400 trillion, representing a 31% positive growth year-over-year. Net sales, gross profit, operating income, and EPS are planned to hit record highs.
New Production Building for Increased Efficiency
A new production building in Tokyo Electron Miyagi will adopt automation to increase labor productivity by four times and reduce production lead time by a factor of three.
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TOELF Earnings History
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
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TOELF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 06, 2025 | $166.49 | $170.05 | +2.14% |
| Nov 12, 2024 | $147.20 | $145.70 | -1.02% |
| Aug 08, 2024 | $179.52 | $191.00 | +6.39% |
| May 10, 2024 | $224.88 | $222.20 | -1.19% |
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.
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FAQ
When does Tokyo Electron Ltd. (TOELF) report earnings?
Tokyo Electron Ltd. (TOELF) is schdueled to report earning on May 08, 2025, TBA Not Confirmed.
What is Tokyo Electron Ltd. (TOELF) earnings time?
Tokyo Electron Ltd. (TOELF) earnings time is at May 08, 2025, TBA Not 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 TOELF EPS forecast?
TOELF EPS forecast for the fiscal quarter 2025 (Q4) is 1.96.
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