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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.
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.
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