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TCL Technology
TCL Technology (000100) investor relations material
TCL Technology Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary28 Mar, 2026
Executive summary
Operating revenue reached RMB 184.06 billion, up 11.7% YoY; net profit attributable to shareholders was RMB 4.52 billion, up 188.8% YoY; net cash flow from operating activities rose 49.1% YoY to RMB 44.02 billion.
Display business, new energy photovoltaics, and silicon materials remained core pillars, with significant growth in display and silicon segments.
Major strategic acquisitions and capacity expansions in display and silicon materials, including completion of LGD Guangzhou factory acquisition and new OLED production lines.
Financial highlights
Operating revenue: RMB 184.06 billion (+11.67% YoY).
Net profit attributable to shareholders: RMB 4.52 billion (+188.78% YoY).
Net profit after non-recurring items: RMB 2.90 billion (+870.95% YoY).
Basic EPS: RMB 0.2333 (+177.08% YoY).
Net cash from operating activities: RMB 44.02 billion (+49.09% YoY).
Gross margin for display business: 20.10% (+0.95pp YoY).
Outlook and guidance
Focus remains on global leadership in displays and new energy photovoltaics.
Continued investment in R&D and AI-driven manufacturing to enhance competitiveness.
Confidence in achieving further performance growth in 2026, with restorative growth targeted for photovoltaics.
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Latest events from TCL Technology
- Display growth offset by photovoltaic losses; net profit down 29.4% year-over-year.000100
Q4 202416 Dec 2025 - Net profit nearly doubled year-over-year, driven by strong display and silicon materials growth.000100Q3 202516 Dec 2025
- Net profit surged 322% YoY to RMB 1.01 billion on record display business and improved photovoltaics.000100Q1 202516 Dec 2025
- Display segment growth offset by steep profit drop and photovoltaic challenges in Q3 2024.000100Q3 202412 Dec 2025
- Net profit surged 89.3% YoY to RMB 1.88 billion on strong display business growth.000100Q2 202512 Dec 2025
- Net profit soared 192% year-over-year on display business strength, despite lower revenue.000100Q2 202412 Dec 2025
Next TCL Technology earnings date
Q1 202630 Apr, 2026
TCL Technology
Next TCL Technology earnings date
Q1 202630 Apr, 2026
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