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Tokyo Electron (8035) investor relations material
Tokyo Electron 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
Q2 FY2026 net sales reached JPY 630.0 billion, up 14.6% quarter over quarter and year-over-year, in line with guidance.
Operating income for Q2 FY2026 was JPY 158.4 billion, up 9.5% quarter over quarter and year-over-year.
Net income attributable to owners for Q2 FY2026 was JPY 123.8 billion, up 5.1% quarter over quarter and year-over-year.
Most first-half results exceeded guidance, driven by strong field solution sales and robust demand from Korea, China, and the AI server market.
H1 FY2026 net sales totaled JPY 1,179.6 billion, up 5.2% year-over-year.
Financial highlights
Gross profit margin in Q2 FY2026 was 45.2%, down 1.0 percentage point year-over-year and quarter over quarter.
Operating profit margin in Q2 FY2026 was 25.1%, down 1.2 percentage points year-over-year and quarter over quarter.
Free cash flow for Q2 FY2026 was JPY 89.1 billion, with cash and cash equivalents at JPY 455.2 billion.
R&D expenses in Q2 FY2026 rose 17.0% year-over-year to JPY 72.6 billion.
Capital expenditures in Q2 FY2026 surged 72.7% year-over-year to JPY 91.2 billion.
Outlook and guidance
FY2026 net sales forecast revised to JPY 2,380 billion, with gross profit margin at 45.3% and operating profit margin at 24.6%.
Net income guidance raised to JPY 488 billion, reflecting extraordinary income from share sales.
Full-year dividend per share projected at JPY 533, maintaining a 50% payout ratio.
Net income per share forecast at JPY 1,064.77.
Flexible share repurchase under consideration as part of shareholder return policy.
How is AI demand shaping equipment investment?
Explain strategic shareholding reduction plan
What caused the operating income decrease?
Bonder/3D tools JPY500B by 2030 breakdown?
What changed since last WFE market revision?
Cost control vs. long-term growth investment strategy
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Next Tokyo Electron earnings date
Q3 20265 Feb, 2026
Next Tokyo Electron earnings date
Q3 20265 Feb, 2026
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Tokyo Electron Limited manufactures and sells semiconductor and flat panel display production equipment. It provides solutions for wafer fabrication, etching, deposition, and cleaning used by semiconductor manufacturers worldwide. The company is headquartered in Tokyo, Japan, and its shares are listed on the TSE.
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