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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?
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Next Renesas Electronics earnings date
Q1 202623 Apr, 2026
Renesas Electronics
Next Renesas Electronics earnings date
Q1 202623 Apr, 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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