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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Renesas Electronics
Renesas Electronics (6723) investor relations material
Renesas Electronics Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 non-GAAP revenue was ¥435.2B, up 30.2% YoY; growth excluding FX and one-time impact was 22.3%.
Industrial, Infrastructure & IoT led segment growth; automotive gains included 28nm MCUs and R-Car Gen 4.
The Timing Business transfer generated a ¥450.3B gain that materially lifted GAAP profit.
Financial highlights
Q3 non-GAAP gross margin was 59.4%, operating profit ¥150.5B and operating margin 34.6%; EBITDA was ¥173.4B and profit attributable to owners ¥125.0B.
Q3 GAAP revenue was ¥435.9B, operating profit ¥565.3B and net profit ¥372.4B, including the Timing Business sale gain.
9M IFRS revenue rose 27.3% to ¥1,234.7B; operating profit was ¥758.0B, including the sale gain.
9M non-GAAP revenue rose 25.3% to ¥1,212.8B and operating profit increased 46.5% to ¥408.7B.
Outlook and guidance
FY2026 non-GAAP revenue forecast is ¥1,659.3B–¥1,674.3B, up 25.8%–27.0% YoY; midpoint gross margin is 58.6% and operating margin 33.2%.
Q4 revenue forecast is ¥454.0B ±¥7.5B, up 29.4% YoY and 4.3% QoQ; gross margin is forecast at 59.3% and operating margin at 30.8%.
Data center revenue is projected to grow at a mid-teens rate QoQ in Q4; higher digital-power capacity is expected to support stronger growth from FY2027 Q1.
FY2026 revenue growth is forecast at 26.4% reported and 20% excluding FX.
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Latest events from Renesas Electronics
- Automotive growth cushioned weaker industrial demand and lower FY2023 operating profit.6723
Q4 2023 - Revenue and profit surged, with robust segment growth and a major gain from the Timing Business sale.6723Q2 2026
- AI, digitalization, and platform solutions drive strong growth and ambitious revenue targets.6723CMD 2026
- Q1 2026 saw double-digit revenue and profit growth, with strong outlook but margin pressure ahead.6723Q1 2026
- Q4 growth and margin gains offset full-year loss; $3B timing business sale and AI demand drive outlook.6723Q4 2025
- Q4 revenue is set to drop nearly 20% as demand weakens and inventory reduction accelerates.6723Q3 2024
- Automotive growth offset industrial weakness as profit fell and major acquisitions advanced.6723Q2 2024
- Q1 2025 revenue and profit declined, but margins improved sequentially; outlook remains cautious.6723Q1 2025
- Margins beat forecasts despite revenue decline; automotive and cloud/AI drive future growth.6723Q4 2024
Next Renesas Electronics earnings date
Q4 20264 Feb, 2027
Renesas Electronics
Next Renesas Electronics earnings date
Q4 20264 Feb, 2027
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Frequently asked questions
Renesas Electronics Corporation is a global supplier of semiconductor solutions, specializing in microcontrollers, analog, power, and SoC (System on Chip) products. The company plays a crucial role in powering a wide array of applications across diverse markets, including automotive, industrial, home electronics, office automation, and information communication technology. With its comprehensive product lineup, Renesas supports the development of advanced technologies in fields such as ADAS (Advanced Driver Assistance Systems), autonomous driving, smart cities, and IoT (Internet of Things). The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.