)
Visual
test
Renesas Electronics
Renesas Electronics (6723) investor relations material
Renesas Electronics Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary5 Feb, 2026
Executive summary
Fourth quarter revenue reached JPY 350.9 billion, up 19.9% year-over-year, with full-year revenue at JPY 1,321.2 billion, down 2.0% year-over-year, mainly due to a decline in Automotive, partially offset by Industrial/IoT growth.
Gross margin improved to 59.3% in Q4 and 57.6% for the year, driven by lower manufacturing costs.
Operating profit for Q4 was JPY 108 billion (30.8% margin), with full-year non-GAAP operating profit at JPY 386.9 billion, down 2.8% year-over-year.
Net loss attributable to owners was JPY 51.8 billion, mainly due to impairment losses and finance costs.
AI and Industrial/IoT demand were robust, while Automotive growth was moderate and China slowed.
Financial highlights
Q4 revenue: JPY 350.9 billion; gross margin: 59.3%; operating profit: JPY 108 billion; EBITDA: JPY 127.8 billion; net profit: JPY 90 billion.
Full-year revenue: JPY 1,321.2 billion; gross margin: 57.6%; non-GAAP operating profit: JPY 386.9 billion; EBITDA: JPY 389.8 billion; net loss: JPY 51.8 billion.
Dividend maintained at JPY 28 per share, totaling JPY 50.8 billion.
Free cash flow was JPY 328.2 billion, a positive turnaround from the previous year.
Year-over-year, revenue declined 2.0%, but gross margin improved by 1.6% due to cost reductions.
Outlook and guidance
Q1 2026 revenue forecast: JPY 375 billion, up 6.9% QoQ and 21.4% YoY; gross margin: 58.5%; operating margin: 32%.
Non-GAAP Q1 2026 revenue guidance: JPY 367.5–382.5 billion, gross margin 58.5%, operating margin 32.0%.
Automotive and IIoT expected to show moderate growth; AI and data center demand remain strong.
No full-year numerical guidance provided yet; momentum is improving.
Dividend for FY2025 set at JPY 28 per share; future dividends undecided.
Detail AI business growth drivers and profitability?
Why raise inventory target to 150 days?
How will timing business proceeds fund growth?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 6 FebSCW
Q1 2025 revenue surged 97% year-over-year, with strong backlog and new contracts secured. - 6 FebSCWRecord revenue and backlog growth in Q2 2024, fueled by major space contracts and project milestones.
- 6 FebCRI
Revenue up sharply, net loss reduced, and strong cash inflow from share issue and contracts. - 6 FebSCWQ3 2025 revenue up 39% y/y, backlog at 58.3 mln PLN, and new strategy for optical payloads.
- 6 FebSCW73% revenue growth and record backlog driven by new space contracts and strategic investments.
- 6 FebSCWRecord revenue, surging backlog, and major space contracts set the stage for 2025 growth.
- 6 FebSCWRecord Q2 revenue, major new contracts, and a tripled backlog signal strong growth.
- 6 FebNVDA
AI-driven virtual twins and accelerated computing are revolutionizing design and manufacturing. - 6 FebSPKSJF
Record income, strong growth, and robust capital position despite lower interest income. - 6 FebISCTR
Net profit hit TL 67.4 billion in 2025, with strong NIM, fee growth, and solid 2026 outlook.
Next Renesas Electronics earnings date
Q1 202623 Apr, 2026
Renesas Electronics
Next Renesas Electronics earnings date
Q1 202623 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, 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
)
)
Frequently asked questions
Renesas Electronics Corporation is a global supplier of semiconductor solutions, specializing in microcontrollers, analog, power, and SoC (System on Chip) products. The company plays a crucial role in powering a wide array of applications across diverse markets, including automotive, industrial, home electronics, office automation, and information communication technology. With its comprehensive product lineup, Renesas supports the development of advanced technologies in fields such as ADAS (Advanced Driver Assistance Systems), autonomous driving, smart cities, and IoT (Internet of Things). The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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