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TDK (6762) investor relations material
TDK Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary2 Feb, 2026
Executive summary
Net sales and operating profit for the first nine months rose 11.3% year-over-year, reaching record highs, driven by strong ICT, HDD, and industrial equipment demand, with notable growth in small capacity batteries and sensors.
Operating profit increased by ¥21.6 billion year-over-year to ¥230.7 billion, and net profit attributable to owners of parent grew 12.6% to ¥181.2 billion.
All business segments reported year-over-year sales growth, though automotive and BEV demand remained weak.
Q3 net sales rose 16.2% year-over-year to ¥675.2 billion, with operating profit up 9.7% and EPS at ¥36.77.
Financial highlights
Nine-month net sales: ¥1,858.6 billion (+11.3% YoY); operating profit: ¥230.7 billion (+10.4% YoY); net profit attributable to owners: ¥181.2 billion (+12.6% YoY); EPS: ¥95.48.
Q3 net sales: ¥675.2 billion (+16.2% YoY); operating profit: ¥83.1 billion (+9.7% YoY); net profit attributable to owners: ¥69.8 billion (+26.5% YoY).
Free cash flow for nine months: ¥104.9 billion, above projections but down from ¥213.5 billion YoY.
Cash and cash equivalents at period end: ¥878.2 billion.
Overseas sales accounted for 92.8% of total net sales.
Outlook and guidance
Full-year net sales forecast revised up to ¥2,470.0 billion (+12.0% YoY); operating profit to ¥265.0 billion (+18.2% YoY); net profit attributable to owners to ¥190.0 billion (+13.7% YoY); EPS to ¥100.11.
Free cash flow forecast raised to ¥115.0 billion.
Dividend forecast increased to ¥34 per share, with a payout ratio target of 34–35%.
CapEx planned at ¥300 billion (+¥20 billion); R&D expenses to rise to ¥280 billion.
One-time restructuring costs of approximately ¥13.0 billion expected for FY March 2026.
Passive Components profit decline despite sales growth?
Restructuring costs: detail turnaround strategy.
Automotive market strategy given BEV demand decline?
Justify the increased CapEx and R&D spend
Explain profit erosion despite sales growth
Impact of divergent HDD and EV market trends
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Merger vote includes new non-voting stock class with limited conversion and no voting rights.
Next TDK earnings date
Q4 202624 Apr, 2026
TDK
Next TDK earnings date
Q4 202624 Apr, 2026
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Frequently asked questions
TDK Corporation, originally known for its electronic components and recording media, has significantly evolved its business focus over the years. Established in 1935 in Japan, TDK has expanded its expertise into the development, manufacture, and sales of a broad range of electronic components. The company's portfolio now includes HDD heads and suspensions, power supplies, and a wide variety of sensors and actuators, showcasing its commitment to leading-edge technology markets such as automotive electronics, industrial electronics, consumer electronics, and information and communications technology. TDK's acquisition strategy has played a crucial role in diversifying its product offerings, incorporating companies specialized in passive components, sensors, power supply solutions, and more into its fold. This strategic expansion has enabled TDK to establish a global presence, with operations and development sites worldwide, supporting industries that require precision and innovation in electronic solutions. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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