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Renesas Electronics Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Q3 revenue was ¥334.2 billion, up 2.9% sequentially but down 3.2% year-over-year, with sales in line with plans and channel sales slightly above due to lower inventory.
Automotive segment saw production and inventory adjustments, especially in China, leading to a decline, while 28nm microcontrollers and Gen4 SoCs are ramping up.
Industrial and IoT segments showed strong recovery and robust demand in AI infrastructure and data center products, while Consumer IoT experienced a seasonal Q4 decline but maintained a positive trend.
Altium and Transphorm acquisitions are progressing, with cost synergies and organic growth on track; platform transformation and user base expansion underway.
Comprehensive loss for the nine months was ¥278.7 billion, mainly due to Wolfspeed-related valuation losses.
Financial highlights
Q3 revenue: ¥334.2 billion; gross margin: 57.6%; operating income: ¥103.2 billion (margin 30.9%); net income: ¥88.2 billion; EBITDA: ¥122.5 billion.
Revenue exceeded forecast by 1.3%, mainly due to yen depreciation and strong AI, server, and PC product sales.
IFRS gross margin improved to 56.4% for the nine months, but operating margin declined to 13.8% from 19.0% a year ago.
Free cash flow was positive at ¥202.2 billion for the nine months, despite a net loss.
Basic and diluted EPS were negative at ¥(38.28), compared to ¥110.44 last year.
Outlook and guidance
Q4 revenue guidance: ¥340 billion (midpoint), up 1.7% Q/Q and 16.2% Y/Y, with most Q/Q growth from FX.
Full-year 2025 revenue forecast: ¥1,300.1–1,315.1 billion, down 2.5–3.6% year-over-year.
Q4 gross margin forecast: 57.0%; operating margin: 27.5%.
Non-GAAP gross margin expected at 57.0%, and operating margin at 28.5%.
FX sensitivity: 1 yen change in USD impacts Q4 revenue by ¥1.7 billion and operating income by ¥0.7 billion.
What cycle drives Japan's auto strength?
What factors contribute to Europe's auto weakness?
How does customer mix impact China's auto outlook?
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Next Renesas Electronics earnings date
Q4 20255 Feb, 2026
Renesas Electronics
Next Renesas Electronics earnings date
Q4 20255 Feb, 2026
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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.
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