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Tokyo Electron (TOELY)
:TOELY
Earnings Data
Report Date
Aug 07, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
1.73Last Year’s EPS
0.93Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: 5.56%
|Next Earnings Date:Aug 07, 2025
Earnings Call Sentiment|Positive
The earnings call presented a strong financial performance for the fiscal year with record-high net sales and operating income driven by significant growth in DRAM and logic segments. Despite a decrease in Q4 metrics and challenges in the Chinese market, the company maintains a positive outlook with continued high investment in R&D and expects further growth. The financial achievements and optimistic forecasts outweigh the quarterly setbacks.Company Guidance
During the financial announcement call for the fiscal year ended March 2025, Tokyo Electron reported record-breaking results, surpassing previous guidance in several key metrics. Net sales reached ¥2,431.5 billion, a 32.8% increase year-over-year, driven by robust customer spending on both advanced and mature nodes. Gross profit exceeded ¥1 trillion for the first time, reaching ¥1,146.2 billion, with a gross profit margin of 47.1%. Operating income rose by 52.8% year-over-year to ¥697.3 billion, while net income hit ¥544.1 billion, marking a 49.5% increase. Despite a dip in operating profit margin to 28.7% due to sustained R&D investments, the company maintained strong growth in key areas such as DRAM sales, which surged by 59% year-over-year. The balance sheet highlighted total assets of ¥2,625.9 billion, with a significant free cash inflow of ¥225.8 billion, reaching an all-time high on both a quarterly and fiscal year basis. Looking ahead, Tokyo Electron anticipates continued growth, forecasting a 6.9% increase in net sales for fiscal 2026 and planning substantial R&D and capital expenditure investments to support further expansion.Record-High Financial Performance
Net sales reached ¥2,431.5 billion, a 32.8% increase year-over-year. Gross profit exceeded ¥1 trillion for the first time, with a gross profit margin of 47.1%. Operating income increased by 52.8% year-over-year to ¥697.3 billion.
Strong DRAM and Logic Segment Growth
Sales to DRAM customers increased by 59% year-over-year, driven by adoption of tools for HBM and significant market share increase in etch systems.
Successful Product Innovations
Introduced multiple new products like single-wafer plasma CVD and laser-lift-off system, contributing to semiconductor technology innovation.
Positive Future Outlook
Expecting record-high net sales of ¥2,600 billion in fiscal 2026, with continued R&D investment of ¥300 billion.
TOELY 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
TOELY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2025 | $74.45 | $74.40 | -0.07% |
Feb 06, 2025 | $85.68 | $87.61 | +2.25% |
Nov 12, 2024 | $75.58 | $73.14 | -3.23% |
Aug 08, 2024 | $87.00 | $87.03 | +0.03% |
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 (TOELY) report earnings?
Tokyo Electron (TOELY) is schdueled to report earning on Aug 07, 2025, TBA Not Confirmed.
What is Tokyo Electron (TOELY) earnings time?
Tokyo Electron (TOELY) earnings time is at Aug 07, 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 TOELY EPS forecast?
TOELY EPS forecast for the fiscal quarter 2025 (Q4) is 1.73.