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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.
TDK
TDK (6762) investor relations material
TDK Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary30 Oct, 2026
Executive summary
H1 FY March 2027 sales and all profit measures reached records, with net sales up 31.9% to ¥1,560,579m and operating profit up 41.0% to ¥208,156m.
AI data-center demand and yen depreciation supported growth despite lower-than-expected ICT-device production.
FY March 2027 sales, profit and dividend forecasts were raised; AI ecosystem growth is exceeding initial expectations.
Financial highlights
H1 profit before tax rose 44.5% to ¥213,082m; net profit attributable to owners rose 58.4% to ¥176,421m; basic EPS was ¥92.94 versus ¥58.70.
H1 operating margin was 13.3%, up 0.8pts YoY; gross margin was 31.4%, versus 32.5%.
Q2 sales rose 26.6% YoY to ¥819,574m; operating profit increased 33.6% to ¥121,846m and net profit attributable to owners rose 37.0% to ¥95,840m.
H1 operating-profit growth included ¥50.7bn from sales changes and ¥19.9bn from restructuring benefits, partly offset by ¥24.3bn from lower prior-year one-time net gains.
Outlook and guidance
FY March 2027 forecast: net sales ¥3,050,000m, operating profit ¥365,000m, profit before tax ¥370,000m and net profit attributable to owners ¥280,000m.
Forecast operating margin is 12.0%, ROIC 9.7% and EPS ¥147.50; annual dividend forecast increased to ¥50 per share from ¥40.
Forecast one-time expenses, including restructuring, rose from ¥6bn to ¥11bn; FY March 2027 asset purchases are forecast at ¥400bn and depreciation and amortization at ¥250bn.
FY smartphone production is forecast down 15% YoY; nearline HDD production is forecast up 11% and AI-server production up 27%.
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Latest events from TDK
- Aims to triple AI ecosystem sales by FY March 2031 through innovation, M&A, and talent alignment.6762
Investor Day 2026 - Record Q1 sales and profits driven by strong AI, automotive, and industrial demand.6762Q1 2027
- Record sales and profits, robust outlook, and higher dividends amid strong ICT and HDD demand.6762Q4 2026
- Record sales and profits driven by ICT, HDD, and industrial demand; guidance and dividends raised.6762Q3 2026
- Record sales and profit growth drive higher outlook and dividend, despite auto sector weakness.6762Q2 2026
- Sales up 3.3% YoY, but profit fell on yen strength and auto market weakness.6762Q1 2026
- Record 1H FY2025 profit and sales, raised guidance, and a 5-for-1 stock split.6762Q2 2025
- Net profit soared 304.9% on ICT demand and yen weakness; 5-for-1 stock split set for October.6762Q1 2025
- Record profits and sales driven by ICT demand and FX, but Q4 sales expected to decline.6762Q3 2025
Next TDK earnings date
Q3 20271 Feb, 2027
TDK
Next TDK earnings date
Q3 20271 Feb, 2027
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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.