The earnings call presented a mixed sentiment. While there were notable achievements such as growth in net sales, energy application products, and a return to profitability for sensor applications, these were tempered by declines in operating and net profits, challenges in the automotive market, and negative free cash flow.

Company Guidance -

Q2 2026

In the Q1 performance briefing for the fiscal year ending March 2026, TDK provided a comprehensive overview of its financial results and guidance. Net sales for the quarter increased by 3.3% year-over-year (YoY) to JPY535.8 billion, while operating profit decreased by 2.5% YoY to JPY56.4 billion, impacted by a significant yen appreciation against the US dollar and euro, resulting in foreign exchange losses of JPY37.6 billion in sales and JPY7.1 billion in operating profit. Net profit fell by 30.5% YoY to JPY41.5 billion, with earnings per share at JPY21.85. The energy application products segment saw an 8.6% YoY increase in net sales to JPY285.5 billion, driven by strong demand for small capacity batteries in the ICT market. In contrast, the passive components segment experienced a 3.4% YoY decline in net sales to JPY138.1 billion due to reduced demand in the automotive market. The company maintained its full-year projections, citing ongoing uncertainties related to US tariff policies and geopolitical risks, and outlined two scenarios—a base scenario and a risk scenario—to navigate these challenges. TDK's guidance for Q2 anticipates revenue increases across several segments, with expected demand growth in the automotive and ICT markets, and it maintains its full-year financial forecasts, with exchange rates set at JPY140 per US dollar and JPY155 per euro.

Increase in Net Sales

Net sales for Q1 FY2026 were JPY535.8 billion, up JPY16.9 billion or 3.3% YoY, driven by increased sales in the ICT market and recovery in the industrial equipment market.

Energy Application Products Segment Growth

The energy application products segment saw net sales increase by 8.6% YoY to JPY285.5 billion, with operating profit slightly higher than the previous year, driven by higher sales volume of small capacity batteries.

Sensor Application Products Return to Profitability

Net sales for sensor application products were JPY46.4 billion, up 5.3% YoY, with operating profit returning to profitability from a loss in the previous year.

Magnetic Application Products Profit Increase

The magnetic application products segment maintained flat sales YoY but saw a significant increase in operating profit to JPY6.3 billion, due to improved product mix and cost efficiency.

TDK Corporation (JP:6762) 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 >

JP:6762 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 31, 2025	2026 (Q2)	30.94 / -	24.29	―	―	―
Aug 01, 2025	2026 (Q1)	20.20 / -	31.43	―	―	―
Apr 28, 2025	2025 (Q4)	8.09 / 3.31	2.741	20.76% (+0.57)	―	―
Jan 31, 2025	2025 (Q3)	28.06 / 29.07	34.43	-15.57% (-5.36)	―	―
Nov 01, 2024	2025 (Q2)	26.41 / 24.29	20.808	16.73% (+3.48)	―	―
Jul 30, 2024	2025 (Q1)	16.15 / 31.43	7.764	304.82% (+23.67)	―	―
Apr 26, 2024	2024 (Q4)	3.37 / 2.74	-11.972	122.90% (+14.71)	―	―
Jan 31, 2024	2024 (Q3)	22.08 / 34.43	26.334	30.74% (+8.10)	―	―
Nov 01, 2023	2024 (Q2)	20.88 / 20.81	29.304	-28.99% (-8.50)	―	―
Aug 02, 2023	2024 (Q1)	10.63 / 7.76	16.574	-53.16% (-8.81)	―	―

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:6762 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 01, 2025	¥1857.00	¥1876.00	+1.02%
Apr 28, 2025	¥1468.00	¥1459.50	-0.58%
Jan 31, 2025	¥1942.24	¥1869.96	-3.72%
Nov 01, 2024	¥1824.41	¥1829.85	+0.30%

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 (JP:6762) report earnings?

TDK Corporation (JP:6762) is schdueled to report earning on Oct 31, 2025, Before Open (Confirmed).

What is TDK Corporation (JP:6762) earnings time?

TDK Corporation (JP:6762) earnings time is at Oct 31, 2025, Before Open (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 TDK Corporation stock?

The P/E ratio of TDK Corporation is N/A.

What is JP:6762 EPS forecast?

JP:6762 EPS forecast for the fiscal quarter 2026 (Q2) is 30.94.

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