The earnings call presented a mixed picture with strong revenue and gross margin performance in the second quarter, driven by the automotive sector and favorable exchange rates. However, significant impairment losses, ongoing tariff uncertainties, and a flat outlook for the automotive sector in the third quarter temper the positive highlights.

Company Guidance -

Q3 2025

During Renesas Electronics' 2025 Second Quarter Earnings Call, key metrics were provided within the guidance for both the second and third quarters. The second quarter revenue reached JPY 324.6 billion, with a gross margin of 56.8% and an operating profit of JPY 91.9 billion, translating to an operating profit margin of 28.3%. The profit attributable to the parent was JPY 77.8 billion, and EBITDA stood at JPY 110.2 billion. The foreign exchange rates were JPY 146 to the dollar and JPY 162 to the euro. For the third quarter, the company forecasted revenue of JPY 330 billion, a gross margin of 56.5%, and an operating margin of 27.0%, with foreign exchange assumptions of JPY 145 to the dollar and JPY 169 to the euro. Additionally, Renesas factored in a 3% risk haircut for uncertainties surrounding tariffs, which had not significantly impacted the second quarter but remained a concern for the third quarter. The company also noted solid growth expectations in data centers and mobile sectors, while the automotive segment, particularly in China, was expected to slow down slightly.

Revenue and Gross Margin Performance

Revenue for the second quarter was JPY 324.6 billion, up 7.5% compared to the forecast median number, largely due to the weaker yen and better-than-expected performance in the automotive sector. Gross margin reached 56.8%, 180 basis points higher than the median forecast.

Operating Profit and Margin Improvement

Operating profit for the second quarter was JPY 91.9 billion with an OP margin of 28.3%, which is a 3.3 percentage points improvement compared to the forecast median value.

Data Center and Mobile Growth Expectations

The company expects strong growth in the data center sector with a mid-teen percentage increase and mobile sector with a high-teen level of growth for the third quarter.

Automotive Sector Performance

Automotive achieved an increase compared to the forecast, accounting for 80% of the revenue increase, driven by stronger-than-expected performance in China in the second quarter.

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
Oct 23, 2025	2025 (Q3)	45.92 / -	33.82	―	―	―
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)
Oct 26, 2023	2023 (Q3)	59.14 / 42.64	41.11	3.72% (+1.53)
Jul 27, 2023	2023 (Q2)	47.70 / 51.46	26.22	96.26% (+25.24)

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
Jul 25, 2025	¥1917.00	¥1826.50	-4.72%
Apr 24, 2025	¥1626.50	¥1670.00	+2.67%
Feb 06, 2025	¥2047.50	¥2305.50	+12.60%
Oct 31, 2024	¥2190.30	¥2080.84	-5.00%

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 Oct 23, 2025, TBA (Confirmed).

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

Renesas Electronics Corporation (JP:6723) earnings time is at Oct 23, 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 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 2025 (Q3) is 45.92.

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