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Tamron
Tamron (7740) investor relations material
Tamron Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary6 Feb, 2026
Executive summary
FY2025 net sales declined 3.8% to ¥85,071 million, operating income fell 13.4% to ¥16,638 million, and net profit dropped 19% to ¥11,761 million, mainly due to a sharp drop in photographic OEM shipments and inflation, but Q4 showed a rebound with growth across all segments.
Comprehensive income declined 25.5% year-over-year to ¥13,339 million.
Key events included opening a new factory in Vietnam, increased treasury share repurchases, a 4-for-1 stock split, and six new product launches.
Annual dividend increased to ¥36.25 per share, with a payout ratio of 49.8% and total shareholder return ratio near 80%.
Financial highlights
FY2025 net sales were ¥85,071 million (down 3.8% YoY); operating income was ¥16,638 million (down 13.4% YoY); net income was ¥11,761 million (down 19% YoY).
Gross profit fell 5% to ¥37,417 million due to lower sales and higher costs.
Q4 net sales rose 10% and operating income jumped 32% year-over-year.
Net income per share (basic) was ¥72.79, compared to ¥87.90 in the prior year.
Cash and cash equivalents at year-end were ¥35,371 million, down from ¥38,384 million.
Outlook and guidance
FY2026 targets: net sales of ¥91,000 million (+7%), operating income of ¥18,500 million (+11.2%), and net income of ¥13,690 million (+16.4%).
Operating margin expected to improve to 20.3%.
Net income per share forecast for FY2026 is ¥84.91.
Plans to launch 10 new own-brand photographic models and maintain growth in surveillance and automotive segments.
FY25 profit decline: segment drivers
FY25 cash outflow for shareholder returns
Key assumptions for FY26 forecast recovery
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Next Tamron earnings date
Q1 20261 May, 2026
Tamron
Next Tamron earnings date
Q1 20261 May, 2026
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Frequently asked questions
Tamron Co., Ltd. is a Japanese company specializing in the design, manufacturing, and distribution of optical products, including lenses for cameras, video equipment, and industrial applications. Tamron produces a wide range of interchangeable lenses for DSLR and mirrorless cameras, catering to both amateur and professional photographers. The company also manufactures precision optical equipment for fields such as surveillance, automotive, and medical imaging. The company is headquartered in Saitama, Japan, and its shares are listed on the Tokyo Stock Exchange.
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