Revenue GrowthSustained revenue growth of 13.75% year-over-year indicates expanding demand or market share in the semiconductor cycle. Over 2–6 months this supports scale economics, better fixed-cost absorption and provides a foundation for reinvestment in products or capacity to sustain longer-term competitiveness.

Improving ProfitabilityReported margin improvements show the company converting sales into incremental operating profit, evidencing operational leverage. Persistently higher EBIT/EBITDA margins bolster cash generation potential and resilience versus peers, enabling reinvestment or debt reduction that strengthens fundamentals.

Strong Cash GenerationSubstantial free cash flow and OCF/net income above 1x demonstrate effective cash conversion of earnings. Durable FCF supports ongoing capex, R&D, dividends or deleveraging, giving management financial flexibility to execute strategy through industry cycles without immediate external financing.

Bears Say

Thin Absolute MarginsDespite improvement, very low gross and net margins leave limited buffer against input cost increases or pricing pressure. Structurally thin margins restrict ability to fund R&D, capex or cycle downturns organically, making long-term competitiveness sensitive to small adverse shifts.

Declining Cash ReservesThe balance sheet note on falling cash reserves flags a liquidity risk even with strong FCF. If cash buffers erode during an industry downcycle or higher capex needs, the company could face constrained flexibility for investments, dividends or opportunistic moves without raising external capital.

Limited ScaleA small workforce and likely compact operational footprint can limit R&D scale, production flexibility and commercial reach versus larger semiconductor peers. Structural constraints on scale may hinder long-term cost competitiveness, supplier leverage and diversification of customer exposure.

2737 FAQ

What was Tomen Devices Corp.’s price range in the past 12 months?

Tomen Devices Corp. lowest stock price was ¥4515.00 and its highest was ¥15050.00 in the past 12 months.

What is Tomen Devices Corp.’s market cap?

Tomen Devices Corp.’s market cap is ¥90.59B.

When is Tomen Devices Corp.’s upcoming earnings report date?

Tomen Devices Corp.’s upcoming earnings report date is Apr 23, 2026 which is in 62 days.

How were Tomen Devices Corp.’s earnings last quarter?

Tomen Devices Corp. released its earnings results on Jan 29, 2026. The company reported ¥376.92 earnings per share for the quarter, beating the consensus estimate of N/A by ¥376.92.

Is Tomen Devices Corp. overvalued?

According to Wall Street analysts Tomen Devices Corp.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium

Does Tomen Devices Corp. pay dividends?

Tomen Devices Corp. pays a Annually dividend of ¥300 which represents an annual dividend yield of 2.41%. See more information on Tomen Devices Corp. dividends here

What is Tomen Devices Corp.’s EPS estimate?

Tomen Devices Corp.’s EPS estimate for its next earnings report is not yet available.

How many shares outstanding does Tomen Devices Corp. have?

Tomen Devices Corp. has 6,802,000 shares outstanding.

What happened to Tomen Devices Corp.’s price movement after its last earnings report?

Tomen Devices Corp. reported an EPS of ¥376.92 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went down -19.886%.

Which hedge fund is a major shareholder of Tomen Devices Corp.?

Currently, no hedge funds are holding shares in JP:2737

What is the TipRanks Smart Score and how is it calculated?

Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

Company Description

Tomen Devices Corp.

Tomen Devices Corporation operates as an electronics trading company in Japan. The company sells semiconductors products and electronic components. Its products include memory semiconductors, including dynamic random access, flash, solid-state drive, and multi-chip package; system LSI semiconductors, including system on a chip and application specific intergraded circuits, display drive ICs, and CMOS image sensors; and liquid crystal displays, light emitting diodes, organic light emitting diodes, and multi-layered ceramic capacitors. The company was incorporated in 1945 and is headquartered in Tokyo, Japan.