)
)
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.
Taiyo Yuden
Taiyo Yuden (6976) investor relations material
Taiyo Yuden Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary5 Nov, 2026
Executive summary
Q2 FY2027 net sales were ¥112.1B, up 20.8% YoY and 19.4% QoQ; operating profit was ¥13.4B, up 127.5% YoY and 177.7% QoQ, supported by higher volume, utilization and product mix.
H1 FY2027 net sales rose 16.0% YoY to ¥206,034 million; operating profit increased 101.6% to ¥18,196 million and profit attributable to owners rose 46.8% to ¥8,135 million.
FY2027 guidance was raised to ¥436,000 million net sales and ¥54,000 million operating profit, reflecting demand for high-end products, IT infrastructure and industrial equipment, and selling-price effects.
Financial highlights
Q2 ordinary profit was ¥11.6B, up 48.3% YoY; profit attributable to owners was ¥5.6B, down 12.2% YoY but up 124.8% QoQ.
Q2 gross margin was 27.6%, versus 23.1% in the prior-year quarter; operating margin was 11.9%, versus 6.3%.
H1 ordinary profit rose 96.2% YoY to ¥15,906 million; gross profit was ¥52,344 million versus ¥39,656 million, and SG&A was ¥34,147 million versus ¥30,632 million.
H1 operating cash flow was ¥31,989 million, investing cash outflow ¥11,829 million and financing cash outflow ¥6,798 million; free cash flow was ¥20.2B.
Outlook and guidance
FY2027 forecast: net sales ¥436,000 million (+22.7% YoY), operating profit ¥54,000 million (+170.0%), ordinary profit ¥50,000 million (+107.2%) and net income ¥35,000 million (+136.4%).
Versus August guidance, net sales increased ¥12.0B and operating profit ¥9.0B; forecast operating margin is 12.4%, up 1.8 percentage points. Q3-onward exchange-rate assumption is US$1:¥156.
Q3 sales are forecast flat to +4% QoQ; capacitors and inductors +1% to +5% each, while Others are forecast down 8% to 12%.
FY2027 product forecasts: capacitors ¥324.5B (+28.9% YoY), inductors ¥74.5B (+15.8%) and Others ¥37.0B (-5.7%).
FY2027 dividend forecast remains ¥90 per share, comprising ¥45 interim and ¥45 year-end; forecast payout ratio is 34.5% and DOE 3.7%.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Taiyo Yuden
- Strong 1Q growth and upward full-year forecast driven by AI server demand and favorable FX.6976
Q1 2027 - Profits and sales surged on automotive, AI server, and IT demand, with strong FY2027 outlook.6976Q4 2026
- Profits and sales surged, prompting upward full-year forecast revisions and restructuring actions.6976Q3 2026
- Sales and profit surged, driven by automotive, IT, and communication demand; outlook raised.6976Q2 2026
- Operating profit rose, but foreign exchange losses resulted in a quarterly net loss.6976Q1 2026
- Profit outlook was slashed to zero despite strong sales and operating profit growth.6976Q2 2025
- Profits surged on strong sales and yen depreciation; outlook remains robust but risks persist.6976Q1 2025
- Sales and operating profit rose, but net income fell; profit rebound forecast for FY2026.6976Q4 2025
- Profits surged on sales and FX gains, but full-year profit to fall on one-off costs.6976Q3 2025
Next Taiyo Yuden earnings date
Q3 20275 Feb, 2027
Taiyo Yuden
Next Taiyo Yuden earnings date
Q3 20275 Feb, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
Taiyo Yuden Co., Ltd. is a Japanese manufacturer specializing in electronic components and materials. The company produces a variety of products, including capacitors, inductors, and circuit modules, primarily for applications in the automotive, telecommunications, and consumer electronics industries. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange (TSE).