The earnings call presented a mixed financial outlook. While there were positive developments such as overall revenue growth and improvements in specific segments like energy application products and MEMS sensors, these were offset by notable declines in operating and net profit, mainly due to foreign exchange impacts and struggles in the automotive market. The forecast for upcoming quarters maintains uncertainty, particularly with ongoing geopolitical and market challenges.

Company Guidance

During the Q1 performance briefing for the fiscal year ending March 2026, TDK reported a 3.3% increase in net sales to JPY535.8 billion, despite a challenging global economic environment and significant yen appreciation. Operating profit decreased by 2.5% to JPY56.4 billion, influenced by foreign exchange losses of JPY7.1 billion. The company experienced a 30.5% decline in net profit to JPY41.5 billion, partly due to the absence of a tax expense reversal from the previous year. In terms of segment performance, the energy application products segment saw an 8.6% increase in net sales, driven by higher sales of small capacity batteries for the ICT market, while the passive components segment faced a 3.4% decline in net sales due to reduced demand in the automotive market. Looking ahead, TDK forecasts a 12% to 15% increase in revenue for energy application products in Q2, supported by seasonal demand for smartphones, and maintains its full-year projections based on a base scenario despite uncertain demand due to ongoing tariff negotiations.

Overall Revenue Growth

Net sales for Q1 increased by 3.3% YoY to JPY535.8 billion, indicating a positive trend in overall revenue.

Energy Application Products Performance

The energy application products segment saw net sales of JPY285.5 billion, up 8.6% YoY, with operating profit slightly higher than the previous year.

Improvement in MEMS Sensors

MEMS sensors achieved sales growth driven by increased microphone sales for the ICT market and higher motion sensor sales for the industrial equipment market, resulting in a significant improvement in profit.

Magnetic Application Products Profitability

Operating profit for the magnetic application products segment increased by JPY7 billion, thanks to improved product mix and cost efficiency.

TDK (TTDKY) 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 >

TTDKY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 31, 2025	2026 (Q2)	0.21 / -	0.159	―	―	―
Aug 01, 2025	2026 (Q1)	0.15 / 0.15	0.209	-29.19% (-0.06)
Apr 28, 2025	2025 (Q4)	0.06 / 0.02	0.017	35.29% (<+0.01)
Jan 31, 2025	2025 (Q3)	0.18 / 0.19	0.235	-20.00% (-0.05)
Nov 01, 2024	2025 (Q2)	0.18 / 0.16	0.138	15.22% (+0.02)
Jul 30, 2024	2025 (Q1)	0.10 / 0.21	0.055	280.00% (+0.15)		―
Apr 26, 2024	2024 (Q4)	0.02 / 0.02	-0.087	119.54% (+0.10)
Jan 31, 2024	2024 (Q3)	0.15 / 0.23	0.204	15.20% (+0.03)
Nov 01, 2023	2024 (Q2)	0.14 / 0.14	0.199	-30.65% (-0.06)
Aug 02, 2023	2024 (Q1)	0.07 / 0.06	0.126	-56.35% (-0.07)

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

TTDKY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 01, 2025	$12.34	$12.67	+2.67%
Apr 28, 2025	$10.20	$10.22	+0.20%
Jan 31, 2025	$12.73	$12.20	-4.16%
Nov 01, 2024	$12.10	$12.08	-0.17%

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 TDK Corporation (TTDKY) report earnings?

TDK Corporation (TTDKY) is schdueled to report earning on Oct 31, 2025, TBA (Confirmed).

What is TDK Corporation (TTDKY) earnings time?

TDK Corporation (TTDKY) earnings time is at Oct 31, 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 TTDKY EPS forecast?

TTDKY EPS forecast for the fiscal quarter 2026 (Q2) is 0.21.

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