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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
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 of FY March 2026 rose 8.6% year-on-year to ¥1,183.4 billion, with operating profit up 10.7% to ¥147.6 billion, both record highs, driven by strong ICT, HDD, and industrial equipment demand despite weak automotive BEV sales.
Net profit attributable to owners of parent increased 5.4% year-on-year to ¥111.4 billion, with EPS at ¥58.70 post-share split.
Q2 net sales reached ¥647.6 billion, up 13.5% year-on-year, and net profit for the quarter surged 51.8% to ¥69.9 billion.
Yen appreciation against the dollar reduced net sales by ¥41.7 billion and operating profit by ¥9.2 billion.
Financial highlights
H1 net sales: ¥1,183.4 billion (+8.6% YoY); operating profit: ¥147.6 billion (+10.7% YoY); operating margin: 12.5% (+0.3 pts YoY); gross profit margin stable at 32.5%.
H1 net profit attributable to owners: ¥111.4 billion (+5.4% YoY); EPS: ¥58.70 (post-split).
Q2 net sales: ¥647.6 billion (+13.5% YoY); operating profit: ¥91.2 billion (+20.9% YoY); operating margin: 14.1% (+0.9 pts YoY).
Free cash flow for H1: ¥61.1 billion; cash and cash equivalents at period end: ¥795.0 billion, up ¥97.7 billion from March.
Total assets increased by ¥415.98 billion to ¥3,957.39 billion; equity attributable to owners of parent rose by ¥112.97 billion to ¥1,913.04 billion.
Outlook and guidance
Full-year FY March 2026 projections revised upward: net sales ¥2,370.0 billion (+7.5% YoY), operating profit ¥245.0 billion (+9.3%), net profit ¥180.0 billion (+7.7%).
Annual dividend forecast raised to ¥32.00 per share post-split.
One-time restructuring costs of approximately ¥10.0 billion expected for FY March 2026.
Exchange rate assumption for H2 updated to ¥145/USD.
Nearline HDD and automobile production forecasts revised upward; smartphone production expected flat.
EV power supply loss drivers
AI ecosystem acquisition strategy
Smartphone component demand post-peak
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Q3 202630 Jan, 2026
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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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