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Investor Relations14 Oct 2025
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TDK (6762) investor relations material
TDK Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary1 Aug, 2025
Executive summary
Net sales increased 3.3% year-over-year to ¥535.8 billion, driven by strong ICT and HDD/data center demand, but operating profit declined 2.5% to ¥56.4 billion due to yen appreciation and weak automotive sales.
Net profit attributable to owners dropped 30.5% to ¥41.5 billion, mainly due to foreign exchange losses and absence of prior year tax reversals.
Overseas sales accounted for 92.1% of total sales, up 0.2 points year-over-year.
Global economic instability, trade frictions, and geopolitical risks contributed to a challenging business environment.
Robust ICT and HDD demand offset weak automotive and industrial equipment markets.
Financial highlights
Net sales: ¥535.8 billion, up ¥16.9 billion (3.3%) year-over-year.
Operating profit: ¥56.4 billion, down ¥1.5 billion (2.5%) year-over-year; margin fell to 10.5%.
Net profit: ¥41.5 billion, down 30.5% year-over-year; EPS: ¥21.85 (post-split).
Free cash flow was negative ¥3.9 billion, down from ¥16.9 billion prior year.
Cash and cash equivalents increased to ¥710.4 billion.
Outlook and guidance
FY March 2026 net sales projected at ¥2,120–2,200 billion; operating profit at ¥180–225 billion.
Net profit guidance: ¥135–170 billion; basic EPS: ¥71.14–89.58.
Full-year guidance unchanged; base and risk scenarios maintained due to tariff and FX uncertainty.
Q2 revenue expected to increase across all segments, with 12–15% growth in sensor and energy products.
Dividends maintained at ¥30 per share (post-split), payout ratio target 33.5%–42.2%.
Quantify yen appreciation's Q1 operating profit impact
Drivers for Magnetic Apps segment profit increase?
What is the rationale for maintaining full-year guidance?
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Next TDK earnings date
Q2 202631 Oct, 2025
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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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