Tokyo Electron Ltd (TOELY)
OTHER OTC:TOELY
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Earnings Data
Report Date
Aug 06, 2026TBA (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
1.14Last Year’s EPS
0.87Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive operational and financial picture: record revenue, record net income, record free cash flow, strong shareholder returns, completed capacity expansion and robust near-term demand with aggressive first-half FY2027 guidance and multiple product-level growth drivers (coater/developer, etch, advanced packaging). However, there are meaningful headwinds around rising parts/materials costs, higher labor and logistics expenses, foreign-exchange-driven fixed-cost increases, some sales mix/timing issues (etch sales conversion and China proportion shifts), and limited visibility for the second half due to large customer order variability and geopolitical risk. On balance, the strong demand, record cash generation and confident H1 guidance outweigh the margin and visibility concerns.Company Guidance
Record Full-Year Revenue
Net sales for fiscal year ended March 2026 were JPY 2,443.5 billion, a 0.5% year-over-year increase and a record high.
Strong Q4 Sequential Recovery
Fourth-quarter net sales of JPY 711.8 billion (+28.9% QoQ) and gross profit of JPY 333.1 billion (+41.3% QoQ) with Q4 gross profit margin of 46.8% (+4.1 percentage points QoQ).
Record Net Income and Extraordinary Gain
Net income attributable to owners of parent was JPY 574.4 billion (+5.6% YoY), an all-time high, which included extraordinary income of JPY 115.4 billion from sale of strategic shareholdings.
Robust Cash Generation and Shareholder Returns
Quarterly free cash flow was +JPY 239.0 billion and full-year free cash flow was +JPY 433.2 billion (both record highs). Total return to shareholders was JPY 437.4 billion (all-time high); announced share repurchase completed and 3.6 million treasury shares cancelled.
Field Solutions and Service Growth
Field Solutions sales grew to JPY 626.0 billion, up 16.3% YoY, driven by higher fab utilization, parts & service revenue and productivity modifications.
Capacity Investments and Infrastructure Completed
Capital expenditures were JPY 216.0 billion (completion of R&D buildings in Miyagi and Kumamoto and production/logistics center in Iwate); depreciation was JPY 80.9 billion (+30.3% YoY) reflecting capacity build-out.
Strong Near-Term Demand and H1 FY2027 Guidance
Management introduced first-half FY2027 guidance: net sales ~JPY 1,570 billion, gross profit JPY 715 billion and operating income JPY 431 billion (expected half-year records). SPE new equipment sales for H1 are expected to grow ~41% YoY to JPY 1,200 billion.
Product-Level Growth Drivers
Management expects coater/developer sales +50% YoY, etching systems nearly +30% YoY, and Advanced Packaging (incl. coater/developer, etch, deposition) +60% YoY in FY2027; prober sales expected to top JPY 100 billion.
R&D and Dividend Commitments
Planned FY2027 R&D expenses JPY 330 billion and CapEx JPY 190 billion to support growth; interim dividend for FY2027 guided at JPY 361 per share, maintaining a high payout level.
TOELY 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
TOELY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $140.99 | $141.64 | +0.46% |
Feb 06, 2026 | $127.50 | $130.79 | +2.58% |
Oct 31, 2025 | $107.00 | $110.93 | +3.68% |
Jul 31, 2025 | $91.53 | $90.80 | -0.80% |
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 Ltd (TOELY) report earnings?
Tokyo Electron Ltd (TOELY) is schdueled to report earning on Aug 06, 2026, TBA (Confirmed).
What is Tokyo Electron Ltd (TOELY) earnings time?
Tokyo Electron Ltd (TOELY) earnings time is at Aug 06, 2026, 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 2027 (Q1) is 1.14.