The earnings call highlighted significant financial achievements, with record-breaking revenue and growth in key segments like DRAM and HBM. However, challenges such as quarterly declines in profit margins, decreased sales in China, and potential impacts from new tariffs were noted. Despite these lowlights, the positive outlook for fiscal 2026 suggests continued growth.

Company Guidance

During the call, Tokyo Electron provided comprehensive guidance for the fiscal year ended March 2025, outlining significant financial achievements and future expectations. The company reported net sales of ¥2,431.5 billion, a 32.8% increase year-over-year, with gross profit surpassing ¥1 trillion for the first time at ¥1,146.2 billion, resulting in a gross profit margin of 47.1%. Operating income reached ¥697.3 billion, reflecting a 52.8% increase, while net income attributable to owners was ¥544.1 billion, up by 49.5%. The return on equity (ROE) was 30.3%. Tokyo Electron also highlighted their robust R&D and capital expenditures, with R&D expenses totaling ¥250.0 billion, a 23.2% increase, and capital expenditures amounting to ¥162.1 billion. Looking ahead, the company anticipates net sales of ¥2,600 billion for fiscal 2026, representing a 6.9% growth, with plans to invest ¥300 billion in R&D. The guidance also touched on the company's strategic focus areas, including advanced logic for AI servers, HBM, and emerging technologies such as cryogenic etching and wafer bonding, aiming to capitalize on the expected growth in the WFE market driven by AI-related investments.

Record-Breaking Financial Performance

Net sales reached ¥2,431.5 billion, a 32.8% increase year-over-year. Operating income was ¥697.3 billion, a 52.8% increase, and net income was ¥544.1 billion, a 49.5% increase year-over-year. Gross profit exceeded ¥1 trillion for the first time with a margin of 47.1%.

Strong DRAM and HBM Growth

Sales to DRAM customers increased by 59% year-over-year, driven by demand for advanced technologies such as HBM. The company also increased its market share in DRAM.

Expansion in Etch Systems Market

The company increased its market share in etch systems by 6 percentage points year-over-year, driven by winning 100% mass-production PORs for critical processes.

Successful Share Repurchase

Conducted a share repurchase of about ¥150 billion in total, benefiting shareholders.

Positive Outlook for Fiscal 2026

Net sales for fiscal 2026 are expected to increase by 6.9% to ¥2,600 billion, with record high net sales and operating income anticipated.

Tokyo Electron (TOELY) 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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TOELY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 07, 2025	2026 (Q2)	0.90 / -	0.824	―	―	―
Jul 31, 2025	2026 (Q1)	0.95 / 2.25	0.932	141.31% (+1.32)
Apr 30, 2025	2025 (Q4)	0.95 / 1.07	0.862	24.48% (+0.21)
Feb 06, 2025	2025 (Q3)	0.90 / 1.13	0.733	54.02% (+0.40)
Nov 12, 2024	2025 (Q2)	0.76 / 0.82	0.52	58.46% (+0.30)
Aug 08, 2024	2025 (Q1)	0.69 / 0.93	0.475	96.21% (+0.46)
May 10, 2024	2024 (Q4)	0.77 / 0.86	0.936	-7.91% (-0.07)
Feb 09, 2024	2024 (Q3)	0.63 / 0.73	0.696	5.32% (+0.04)
Nov 10, 2023	2024 (Q2)	0.49 / 0.52	1.378	-62.26% (-0.86)
Aug 10, 2023	2024 (Q1)	0.47 / 0.47	0.699	-32.05% (-0.22)

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

TOELY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$91.53	$90.80	-0.80%
Apr 30, 2025	$74.45	$74.40	-0.07%
Feb 06, 2025	$85.68	$87.61	+2.25%
Nov 12, 2024	$75.58	$73.14	-3.23%

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 Tokyo Electron (TOELY) report earnings?

Tokyo Electron (TOELY) is schdueled to report earning on Nov 07, 2025, TBA (Confirmed).

What is Tokyo Electron (TOELY) earnings time?

Tokyo Electron (TOELY) earnings time is at Nov 07, 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 TOELY EPS forecast?

TOELY EPS forecast for the fiscal quarter 2026 (Q2) is 0.9.

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