)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Tokyo Electron (8035) investor relations material
Tokyo Electron Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary31 Jul, 2025
Executive summary
Q1 net sales were ¥549.5B–¥549.6B, down 1.0% year-over-year and 16.1% sequentially; operating income was ¥144.6B–¥144.7B, and net income ¥117.8B, all progressing as planned.
Downward revision of full-year outlook due to customer investment delays and market conditions.
Strategic product development and customer evaluations for new equipment are on track, with new development building completed in Miyagi.
The semiconductor market is supported by AI server demand, despite weaker general-purpose demand.
H1 FY2026 outlook remains unchanged, targeting ¥1.15T net sales and ¥288.0B operating income.
Financial highlights
Gross profit was ¥253.9B–¥253.97B, down 18.2% sequentially; gross margin at 46.2%, down 1.2 points.
Operating margin at 26.3%, down from previous periods.
Free cash flow positive at ¥20.7B; cash and equivalents at quarter-end ranged from ¥356.3B to ¥636.5B.
R&D expenses for Q1 were ¥62.1B; capital expenditures ¥52.8B, both up year-over-year.
Comprehensive income for Q1 was ¥167.8B, down 16.7% year-over-year.
Outlook and guidance
FY2026 full-year net sales forecast revised to ¥2,350B, down 3.4%–9.6% from previous forecast; operating income to ¥570B, down 18.3%–21.6%.
Operating margin projected at 24.3% for FY2026.
Net income forecast for FY2026 reduced to ¥444B; EPS forecast at ¥969.12.
Annual dividend forecast revised to ¥485 per share, with a 50% payout ratio.
R&D and capital investments to proceed as scheduled, supporting future growth.
Why did net sales decline year-on-year?
Explain the revision to the dividend forecast.
What drove growth in the semiconductor market?
How does TEL address yield enhancement?
What's driving HBM capacity increase?
Assess impact of China's self-sufficiency.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Tokyo Electron earnings date
Q2 202631 Oct, 2025
Next Tokyo Electron earnings date
Q2 202631 Oct, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
Frequently asked questions
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage