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Tokyo Electron (TOELF)
:TOELF
Holding TOELF?
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Earnings Data
Report Date
Feb 06, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
1.8Last Year’s EPS
1.4Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Oct 31, 2018
|% Change Since: 13.89%
|Next Earnings Date:Jul 26, 2018
Earnings Call Sentiment|Positive
The call highlighted significant growth driven by AI demand and record-breaking financial estimates for fiscal 2025. However, challenges in gross profit margin and declining sales to China were noted. Overall, the positive aspects of strong financial performance and strategic advancements outweighed the negative challenges.Company Guidance
During the earnings call for Tokyo Electron's second quarter of fiscal year ending March 2025, several key financial metrics were discussed. Net sales increased by 2.1% quarter-over-quarter to JPY 566.5 billion, while gross profit declined by 1.5% to JPY 259.9 billion, resulting in a gross profit margin of 45.9%, down 1.7 percentage points. Operating income was JPY 148.1 billion, a 10.6% decrease, and net income attributable to owners of the parent fell by 6.7% to JPY 117.7 billion. The company noted strong inquiries from customers, with field solutions sales rising to JPY 139.5 billion, an increase driven by modifications and increased parts and service sales. Looking ahead, Tokyo Electron anticipates the WFE market to exceed $100 billion in 2024, with double-digit growth expected in 2025, driven by strong demand for AI-related devices. The company revised its fiscal 2025 full-year net sales estimate to JPY 2.400 trillion, projecting a 31% increase year-over-year, with expectations of record-high net sales, gross profit, and net income. Additionally, Tokyo Electron announced a planned share repurchase of up to JPY 70 billion to enhance capital efficiency.Record-Breaking Financial Estimates
Tokyo Electron revised its financial estimates for fiscal 2025 upwards, projecting net sales of JPY 2.400 trillion, a 31% year-over-year growth. Gross profit, operating income, and net income are all expected to hit record highs.
Strong AI Demand Driving Growth
Investment for AI servers is growing, accounting for about 15% of WFE spending and expected to grow by 1.5x year-over-year. AI-related sales alone are projected to exceed JPY 600 billion this fiscal year.
Increased Field Solutions Sales
Field solutions sales hit a record JPY 139.5 billion, driven by increased modifications and parts and services sales along with higher utilization rates in customer fabs.
High Market Share and Product Portfolio
Significant progress in strategic products and PORs with tools for advanced logic, DRAM for HVM, and advanced packaging. Probers sales are growing rapidly, likely to double year-over-year.
Share Repurchase Announcement
Tokyo Electron announced an additional share repurchase of up to JPY 70 billion, focusing on enhancing cash generation ability and improving capital efficiency.
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TOELF Earnings History
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
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TOELF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Nov 12, 2024 | $147.20 | $145.70 | -1.02% |
| Aug 08, 2024 | $179.52 | $191.00 | +6.39% |
| May 10, 2024 | $224.88 | $222.20 | -1.19% |
| Feb 09, 2024 | $199.46 | $212.75 | +6.66% |
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.
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FAQ
When does Tokyo Electron (TOELF) report earnings?
Tokyo Electron (TOELF) is schdueled to report earning on Feb 06, 2025, TBA Not Confirmed.
What is Tokyo Electron (TOELF) earnings time?
Tokyo Electron (TOELF) earnings time is at Feb 06, 2025, TBA Not 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 TOELF EPS forecast?
TOELF EPS forecast for the fiscal quarter 2025 (Q3) is 1.8.
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