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TDK (6762) investor relations material
TDK Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary31 Oct, 2025
Executive summary
Net sales for the first half rose 8.6% year-over-year to JPY 1,183.4 billion, with operating profit up 10.7% to JPY 147.6 billion, both record highs, driven by strong ICT and industrial equipment demand despite weak BEV-related sales.
Net profit attributable to owners of parent increased 5.4% to JPY 111.4 billion, with earnings per share at JPY 58.70 (post-share split basis).
Q2 net sales were JPY 647.6 billion, up 13.5% year-over-year; net profit was JPY 69.9 billion, up 51.8%.
Yen appreciation reduced net sales by JPY 41.7 billion and operating profit by JPY 9.2 billion.
Financial highlights
Operating margin for H1 was 12.5%, up 0.3 points year-over-year; gross profit margin stable at 32.5%.
Free cash flow for H1 was JPY 61.1 billion; cash and cash equivalents at period end were JPY 795.0 billion.
R&D expenses increased to JPY 133.8 billion, representing 11.3% of net sales.
Total assets rose to JPY 3,957.4 billion; equity attributable to owners of parent reached JPY 1,913.0 billion.
Outlook and guidance
Full-year FY March 2026 net sales forecast revised upward to JPY 2,370 billion (+7.5% YoY), operating profit to JPY 245 billion (+9.3%), and net profit to JPY 180 billion (+7.7%).
Annual dividend forecast raised to JPY 32.00 per share (post-split basis).
One-time restructuring costs of up to JPY 10.0 billion expected for the full year.
Exchange rate assumption for H2 set at JPY 145 per USD.
EV power supply loss drivers
AI ecosystem acquisition strategy
Smartphone component demand post-peak
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Frequently asked questions
TDK Corporation, originally known for its electronic components and recording media, has significantly evolved its business focus over the years. Established in 1935 in Japan, TDK has expanded its expertise into the development, manufacture, and sales of a broad range of electronic components. The company's portfolio now includes HDD heads and suspensions, power supplies, and a wide variety of sensors and actuators, showcasing its commitment to leading-edge technology markets such as automotive electronics, industrial electronics, consumer electronics, and information and communications technology. TDK's acquisition strategy has played a crucial role in diversifying its product offerings, incorporating companies specialized in passive components, sensors, power supply solutions, and more into its fold. This strategic expansion has enabled TDK to establish a global presence, with operations and development sites worldwide, supporting industries that require precision and innovation in electronic solutions. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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