The earnings call presented a mixed picture, with significant revenue and operating margin improvements and a positive outlook for data centers. However, continuing uncertainties from tariffs and challenges in the automotive market, especially in China, weighed on the overall sentiment.

Company Guidance

During the Renesas Electronics 2025 Second Quarter Earnings Call, the guidance provided included several metrics and projections. The company reported second-quarter revenue of JPY 324.6 billion, a gross margin of 56.8%, and an operating profit of JPY 91.9 billion, yielding an OP margin of 28.3%. For the third quarter, they forecast a midpoint revenue of JPY 330 billion, with a gross margin of 56.5% and an operating margin of 27.0%. The third quarter's revenue is expected to see a year-on-year decrease of 4.4% but a quarter-on-quarter increase of 1.7%. The company's financial outlook accounts for uncertainties, including a 3% haircut in projected numbers due to potential impacts from a 15% tariff. Importantly, the company is seeing healthy growth in sectors such as mobile and IIoT, while automotive is anticipated to be flat, with expected slowdowns in China from the third quarter. The call also highlighted ongoing efforts in cost reduction and the impact of exchange rates, with specific sensitivities outlined for currency fluctuations against the dollar and euro.

Revenue Exceeds Expectations

Second quarter revenue was JPY 324.6 billion, a 7.5% increase compared to the forecast median. This increase was partly due to a weaker yen and better-than-expected performance in automotive and IIoT segments.

Strong Operating Margin

Operating profit margin for the second quarter was 28.3%, which is 3.3 percentage points higher than the forecast median due to increased gross profit and cost improvements.

Positive Data Center Outlook

The data center segment is expected to show a mid-teen percentage increase in the third quarter, driven by market share acquisition and seasonality.

Improved Utilization Rates

Front-end utilization rate increased to slightly below 50% in the second quarter, up from mid-40% as initially expected.

Wolfspeed Impairment Lower Than Expected

The impairment loss related to Wolfspeed was JPY 235 billion, which was lower than the initially anticipated JPY 250 billion.

Renesas Electronics (RNECF) 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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RNECF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	0.32 / -	0.229	―	―	―
Jul 25, 2025	2025 (Q2)	0.27 / -0.76	0.226	-434.99% (-0.98)
Apr 24, 2025	2025 (Q1)	0.27 / 0.10	0.304	-67.75% (-0.21)
Feb 06, 2025	2024 (Q4)	0.22 / 0.07	0.373	-81.07% (-0.30)
Oct 31, 2024	2024 (Q3)	0.33 / 0.23	0.289	-20.68% (-0.06)
Jul 26, 2024	2024 (Q2)	0.34 / 0.23	0.349	-35.13% (-0.12)
Apr 25, 2024	2024 (Q1)	0.34 / 0.30	0.397	-23.25% (-0.09)
Feb 08, 2024	2023 (Q4)	0.32 / 0.37	0.393	-5.16% (-0.02)
Oct 26, 2023	2023 (Q3)	0.40 / 0.29	0.279	3.72% (+0.01)
Jul 27, 2023	2023 (Q2)	0.32 / 0.35	0.178	96.26% (+0.17)

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

RNECF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 25, 2025	$12.64	$12.31	-2.61%
Apr 24, 2025	$12.36	$11.70	-5.34%
Feb 06, 2025	$13.25	$15.02	+13.36%
Oct 31, 2024	$12.20	$12.84	+5.25%

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 (RNECF) report earnings?

Renesas Electronics Corporation (RNECF) is schdueled to report earning on Oct 23, 2025, TBA (Confirmed).

What is Renesas Electronics Corporation (RNECF) earnings time?

Renesas Electronics Corporation (RNECF) 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 RNECF EPS forecast?

RNECF EPS forecast for the fiscal quarter 2025 (Q3) is 0.32.

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