Renesas Electronics Corporation (JP:6723)

:6723

6723

Renesas Electronics

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Renesas Electronics (6723) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Apr 23, 2026

TBA (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

58.92

Last Year’s EPS

14.48

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 9 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 05, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

Mixed/Neutral: The call highlighted strong Q4 results, solid margins, a constructive Q1 revenue outlook, a strategic ~$3.0 billion timing-business transaction, and robust AI/data-center demand that could drive double-digit growth in AI-related businesses. Offsetting these positives are a modest full-year revenue decline (-2.2% YoY), a large GAAP impairment (JPY 237.6 billion) producing a GAAP loss, segment-level margin deterioration (Industrial/IIoT), potential DRAM supply risks, and higher inventory targets that will consume working capital. Given strong operational momentum and strategic moves balanced against material one-time impairments and demand/supply uncertainties, the overall tone is balanced.

Company Guidance

Renesas guided Q1 FY26 with a midpoint revenue of JPY 375.0 billion, gross margin 58.5% and operating margin 32.0% on FX assumptions of JPY 154/USD and JPY 182/EUR, implying Q‑on‑Q revenue growth of 6.9% (inclusive FX +1.9%, excluding FX +4.9%) and a gross‑margin decline of 0.8 percentage points; management noted FX sensitivity such that at JPY 100/USD and JPY 120/EUR the implied OP margin would be about 25.7%. They expect fab utilization around ~50% (Q4 near 50%; Q1 slightly above 50%), plan capacity‑expanding CapEx in Q1, will raise in‑house days of inventory (DOI) target from 120 to 150 days (Q4 DOI 117 days) while channel weeks of inventory were 7.5 weeks, and anticipate higher channel inventory in Q1 to support brisk orders. For the year they gave no firm full‑year numeric guidance but reiterated expectations of strong AI/data‑center growth (management said AI business could roughly double year‑on‑year), moderate/solid growth in Automotive, Industrial and IIoT (with DRAM shortages a possible H2 headwind), and noted the $3.0 billion timing‑business transaction (timing business ~$207–208m revenue in FY24/FY25) expected to close by year‑end; FY25 reported non‑GAAP results were revenue JPY 1,318.5bn, gross 57.6%, operating profit JPY 386.9bn (29.3%), EBITDA JPY 464.1bn, net profit JPY 329.3bn (Q4: rev JPY 350.9bn, gross 59.3%, OP JPY 108bn/30.8%, EBITDA JPY 127.8bn, net JPY 90bn), while GAAP showed a net loss JPY 51.8bn including impairment losses of JPY 237.6bn; dividend guidance was JPY 28 per share.

Strong Q4 Financial Performance

Q4 revenue JPY 350.9 billion; gross profit margin 59.3%; operating profit ~JPY 108 billion (operating margin 30.8%); EBITDA JPY 127.8 billion; net profit JPY 90 billion. Quarter-on-quarter revenue +3.2% and gross margin improvement +2.3 percentage points.

Full Year Profitability and Margin Improvement (Non-GAAP)

FY2025 revenue JPY 1,318.5 billion with gross profit ratio 57.6%; operating profit JPY 386.9 billion (operating margin 29.3%); EBITDA JPY 464.1 billion; net profit JPY 329.3 billion. Gross margin improved ~1.6 percentage points year-over-year driven by manufacturing cost reductions and depreciation-period changes.

Positive Q1 '26 Outlook

Q1 midpoint revenue guidance JPY 375 billion representing Q-on-Q growth of 6.9% (4.9% excl. FX); forecast gross margin 58.5% and operating margin 32%. Management expects utilization to remain around or just above 50% and revenue tailwinds from AI and IIoT.

Timing Business Transaction (Strategic Monetization)

Announced transfer of timing/clock business to SiTime in a ~$3.0 billion transaction (half cash, half common stock). Timing business revenue ~USD 207–208 million (FY2024). Renesas to take an equity stake in SiTime and expects deal to close by year-end; proceeds may fund growth investment and/or shareholder returns.

AI / Data Center Demand Momentum

Management reports strong AI demand; anticipates AI-related business (AI infrastructure / interfaces / PMICs / power) could roughly double year-over-year with ASIC and power interface ramps cited as key drivers. Capital Markets Day in June planned to update AI strategy.

Dividend Maintained and Balance Sheet Actions

Company will continue to pay dividend JPY 28 per share. Management highlighted active balance-sheet management and potential allocation of proceeds from timing sale to debt repayment, shareholder returns, or growth investments.

Inventory and Channel Management Adjusted for Growth

Q4 in-house DOI 117 days; channel inventory declined to ~7.5 weeks WOI. Company raising in-house DOI target from 120 to 150 days to support AI/data-center demand and mitigate supply-chain risks; plans to expand channel inventory in Q1 to meet brisk orders.

Altium ARR and SaaS Momentum

Altium ARR continues to increase steadily, with management flagging ongoing KPI progress and further updates at Capital Markets Day.

Renesas Electronics (JP:6723) 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

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JP:6723 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 23, 2026	2026 (Q1)	58.92 / -	14.48	―	―	―
Feb 05, 2026	2025 (Q4)	44.17 / 9.63	10.41	-7.49% (-0.78)
Oct 30, 2025	2025 (Q3)	46.98 / 59.06	33.82	74.63% (+25.24)
Jul 25, 2025	2025 (Q2)	39.77 / -111.82	33.38	-434.99% (-145.20)
Apr 24, 2025	2025 (Q1)	39.22 / 14.48	44.9	-67.75% (-30.42)
Feb 06, 2025	2024 (Q4)	32.17 / 10.41	54.991	-81.07% (-44.58)
Oct 31, 2024	2024 (Q3)	48.68 / 33.82	42.64	-20.68% (-8.82)
Jul 26, 2024	2024 (Q2)	50.71 / 33.38	51.46	-35.13% (-18.08)
Apr 25, 2024	2024 (Q1)	50.13 / 44.90	58.5	-23.25% (-13.60)
Feb 08, 2024	2023 (Q4)	47.40 / 54.99	57.98	-5.16% (-2.99)

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:6723 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 05, 2026	¥2574.00	¥2766.50	+7.48%
Oct 30, 2025	¥1881.32	¥1805.81	-4.01%
Jul 25, 2025	¥1892.18	¥1802.85	-4.72%
Apr 24, 2025	¥1605.44	¥1648.38	+2.67%

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 Renesas Electronics Corporation (JP:6723) report earnings?

Renesas Electronics Corporation (JP:6723) is schdueled to report earning on Apr 23, 2026, TBA (Confirmed).

What is Renesas Electronics Corporation (JP:6723) earnings time?

Renesas Electronics Corporation (JP:6723) earnings time is at Apr 23, 2026, TBA (Confirmed).

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What is the P/E ratio of Renesas Electronics Corporation stock?

The P/E ratio of Renesas Electronics is N/A.

What is JP:6723 EPS forecast?

JP:6723 EPS forecast for the fiscal quarter 2026 (Q1) is 58.92.