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Tokyo Electron
Tokyo Electron (8035) investor relations material
Tokyo Electron Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary6 Feb, 2026
Executive summary
Third quarter net sales were JPY 552.0 billion, down 12.4% quarter-over-quarter and 15.7% sequentially, with expectations for a rebound in the fourth quarter.
Gross profit margin declined to 42.7%, impacted by product mix and increased fixed costs, but is expected to improve in the next quarter.
Net income attributable to owners was JPY 118.5 billion, a 4.3% decline quarter-over-quarter and 24.6% year-over-year, with extraordinary income of JPY 37.2 billion from strategic share sales.
The company operates in a single segment: semiconductor production equipment.
Financial highlights
Operating income for the quarter was JPY 116.1 billion, down 26.7% from the previous quarter and 41.8% year-over-year.
Cash and cash equivalents stood at JPY 418.4 billion, down JPY 36.7 billion from the previous quarter.
Free cash flow was positive at JPY 84.3 billion.
Capital expenditures in the quarter were JPY 30.3 billion, down 39.6% year-over-year.
R&D expenses for Q3 FY2026 were JPY 66.2 billion, up 7.2% year-over-year.
Outlook and guidance
FY2026 full-year net sales forecast revised upward to JPY 2,410 billion, with gross profit margin at 45.3% and operating profit margin at 24.6%.
Net income for the year is expected to reach JPY 550 billion, a 12.7% increase from the previous forecast.
Fourth quarter SPE new equipment sales projected to grow over 30% from the third quarter, mainly driven by logic and foundry customers.
Full-year dividend per share forecast raised to JPY 601, an all-time high, with a payout ratio of around 50%.
Share repurchase of up to JPY 150 billion (up to 7.5 million shares) announced for Q4 FY2026.
Impact of investment security gains on forecast
Rationale for the 150B yen share repurchase
Impact of generative AI on capital investment
GPM improvement strategy beyond Q4
Key WFE growth drivers for 2027-2028
Mid-term OPM challenge: factors and strategies
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Next Tokyo Electron earnings date
Q4 202629 Apr, 2026
Tokyo Electron
Next Tokyo Electron earnings date
Q4 202629 Apr, 2026
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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.
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