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Tomen Devices (2737) investor relations material
Tomen Devices Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales surged 286.4% year-over-year to ¥395,578 million, driven by strong demand in server/storage and automotive-related businesses, and sharply higher memory product prices.
Operating profit rose to ¥22,282 million from ¥1,846 million a year earlier; profit attributable to owners of parent increased to ¥14,520 million from ¥1,270 million.
Memory sales were the primary growth driver, with significant gains in server/storage and automotive applications.
Financial highlights
Net sales: ¥395,578 million (up 286.4% year-over-year).
Operating profit: ¥22,282 million (vs. ¥1,846 million prior year).
Ordinary profit: ¥19,741 million (vs. ¥1,709 million prior year).
Profit attributable to owners of parent: ¥14,520 million (vs. ¥1,270 million prior year).
Basic earnings per share: ¥2,135.06 (vs. ¥186.76 prior year).
Outlook and guidance
Full-year net sales forecast revised upward to ¥1,400,000 million (up 120.9% year-over-year).
Operating profit forecast: ¥48,900 million (up 160.3% year-over-year).
Profit attributable to owners of parent forecast: ¥30,000 million (up 199.5% year-over-year).
Basic EPS forecast: ¥4,411.22.
Dividend forecast raised to ¥1,640.00 per share for the year.
- Net sales and profits rebounded, with higher sales and dividend guidance for the full year.2737
Q1 202521 Jul 2026 - Strong sales and profit growth, with revised upward dividend and robust full-year outlook.2737
Q2 202521 Jul 2026 - Profits surged on strong memory demand, but guidance signals a cautious outlook.2737
Q4 202521 Jul 2026 - Profits and sales surged year-over-year, with a higher full-year outlook and dividend forecast.2737
Q3 202521 Jul 2026 - Operating profit dropped 44% year-over-year as yen appreciation weighed on results.2737
Q1 202621 Jul 2026 - Strong sales and profit growth led to upward revisions in full-year forecasts and dividends.2737
Q2 202621 Jul 2026 - Strong sales and profit growth prompt upward revisions to forecasts and dividends.2737
Q3 202621 Jul 2026 - FY2025 profit and sales soared on AI memory demand; FY2026 growth and higher dividend expected.2737
Q4 202621 Jul 2026
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